vs
安进（AMGN）与Brookdale Senior Living Inc.（BKD）财务数据对比。点击上方公司名可切换其他公司
安进的季度营收约是Brookdale Senior Living Inc.的13.1倍（$9.9B vs $754.1M）。安进净利率更高（13.5% vs -5.3%，领先18.8%）。安进同比增速更快（8.6% vs -3.4%）。安进自由现金流更多（$961.0M vs $-29.1M）。过去两年安进的营收复合增速更高（15.1% vs -1.9%）
安进是总部位于美国加利福尼亚州千橡市的跨国生物制药企业，公司名称取自最初的全称「应用分子遗传学」的缩写组合，按营收规模排名位列全球生物医药企业第18位，专注于研发、生产及商业化创新生物药物，为全球患者提供优质治疗选择。
布鲁克代尔老年生活公司成立于1978年，总部位于美国田纳西州布伦特伍德，是美国规模最大的老年住宅运营商，业务覆盖全美各地的养老社区，目前服务超过6万名入住老年人。
AMGN vs BKD — 直观对比
营收规模更大
AMGN
是对方的13.1倍
$754.1M
营收增速更快
AMGN
高出12.0%
-3.4%
净利率更高
AMGN
高出18.8%
-5.3%
自由现金流更多
AMGN
多$990.1M
$-29.1M
两年增速更快
AMGN
近两年复合增速
-1.9%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $9.9B | $754.1M |
| 净利润 | $1.3B | $-40.0M |
| 毛利率 | 69.8% | 24.9% |
| 营业利润率 | 27.6% | 3.0% |
| 净利率 | 13.5% | -5.3% |
| 营收同比 | 8.6% | -3.4% |
| 净利润同比 | 112.6% | 52.4% |
| 每股收益（稀释后） | $2.45 | $-0.18 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收AMGNBKD
| Q4 25 | $9.9B | $754.1M | ||
| Q3 25 | $9.6B | $813.2M | ||
| Q2 25 | $9.2B | $812.9M | ||
| Q1 25 | $8.1B | $813.9M | ||
| Q4 24 | $9.1B | $780.9M | ||
| Q3 24 | $8.5B | $784.2M | ||
| Q2 24 | $8.4B | $777.5M | ||
| Q1 24 | $7.4B | $782.8M |
净利润AMGNBKD
| Q4 25 | $1.3B | $-40.0M | ||
| Q3 25 | $3.2B | $-114.7M | ||
| Q2 25 | $1.4B | $-43.0M | ||
| Q1 25 | $1.7B | $-65.0M | ||
| Q4 24 | $627.0M | $-83.9M | ||
| Q3 24 | $2.8B | $-50.7M | ||
| Q2 24 | $746.0M | $-37.7M | ||
| Q1 24 | $-113.0M | $-29.6M |
毛利率AMGNBKD
| Q4 25 | 69.8% | 24.9% | ||
| Q3 25 | 67.8% | 25.9% | ||
| Q2 25 | 67.2% | 26.6% | ||
| Q1 25 | 63.6% | 27.4% | ||
| Q4 24 | 65.7% | 24.6% | ||
| Q3 24 | 61.1% | 25.3% | ||
| Q2 24 | 61.4% | 26.3% | ||
| Q1 24 | 57.0% | 26.1% |
营业利润率AMGNBKD
| Q4 25 | 27.6% | 3.0% | ||
| Q3 25 | 26.4% | -6.6% | ||
| Q2 25 | 28.9% | 1.8% | ||
| Q1 25 | 14.5% | 3.6% | ||
| Q4 24 | 25.4% | -0.3% | ||
| Q3 24 | 24.1% | 1.3% | ||
| Q2 24 | 22.8% | 2.5% | ||
| Q1 24 | 13.3% | 2.5% |
净利率AMGNBKD
| Q4 25 | 13.5% | -5.3% | ||
| Q3 25 | 33.7% | -14.1% | ||
| Q2 25 | 15.6% | -5.3% | ||
| Q1 25 | 21.2% | -8.0% | ||
| Q4 24 | 6.9% | -10.7% | ||
| Q3 24 | 33.3% | -6.5% | ||
| Q2 24 | 8.9% | -4.9% | ||
| Q1 24 | -1.5% | -3.8% |
每股收益（稀释后）AMGNBKD
| Q4 25 | $2.45 | $-0.18 | ||
| Q3 25 | $5.93 | $-0.48 | ||
| Q2 25 | $2.65 | $-0.18 | ||
| Q1 25 | $3.20 | $-0.28 | ||
| Q4 24 | $1.17 | $-0.37 | ||
| Q3 24 | $5.22 | $-0.22 | ||
| Q2 24 | $1.38 | $-0.17 | ||
| Q1 24 | $-0.21 | $-0.13 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $9.1B | $279.1M |
| 总债务越低越好 | $54.6B | $4.3B |
| 股东权益账面价值 | $8.7B | $-44.8M |
| 总资产 | $90.6B | $6.0B |
| 负债/权益比越低杠杆越低 | 6.31× | — |
8季度趋势，按日历期对齐
现金及短期投资AMGNBKD
| Q4 25 | $9.1B | $279.1M | ||
| Q3 25 | $9.4B | $253.4M | ||
| Q2 25 | $8.0B | $251.9M | ||
| Q1 25 | $8.8B | $239.7M | ||
| Q4 24 | $12.0B | $328.8M | ||
| Q3 24 | $9.0B | $284.4M | ||
| Q2 24 | $9.3B | $309.7M | ||
| Q1 24 | $9.7B | $318.5M |
总债务AMGNBKD
| Q4 25 | $54.6B | $4.3B | ||
| Q3 25 | $54.6B | $4.3B | ||
| Q2 25 | $56.2B | $4.3B | ||
| Q1 25 | $57.4B | $4.3B | ||
| Q4 24 | $60.1B | $4.1B | ||
| Q3 24 | $60.4B | $3.7B | ||
| Q2 24 | $62.6B | $3.7B | ||
| Q1 24 | $64.0B | $3.8B |
股东权益AMGNBKD
| Q4 25 | $8.7B | $-44.8M | ||
| Q3 25 | $9.6B | $-6.7M | ||
| Q2 25 | $7.4B | $105.4M | ||
| Q1 25 | $6.2B | $146.7M | ||
| Q4 24 | $5.9B | $212.5M | ||
| Q3 24 | $7.5B | $292.9M | ||
| Q2 24 | $5.9B | $340.2M | ||
| Q1 24 | $5.0B | $374.0M |
总资产AMGNBKD
| Q4 25 | $90.6B | $6.0B | ||
| Q3 25 | $90.1B | $6.0B | ||
| Q2 25 | $87.9B | $6.1B | ||
| Q1 25 | $89.4B | $6.2B | ||
| Q4 24 | $91.8B | $6.3B | ||
| Q3 24 | $90.9B | $5.9B | ||
| Q2 24 | $90.9B | $5.5B | ||
| Q1 24 | $93.0B | $5.5B |
负债/权益比AMGNBKD
| Q4 25 | 6.31× | — | ||
| Q3 25 | 5.67× | — | ||
| Q2 25 | 7.57× | 40.72× | ||
| Q1 25 | 9.24× | 29.39× | ||
| Q4 24 | 10.23× | 19.12× | ||
| Q3 24 | 8.02× | 12.65× | ||
| Q2 24 | 10.57× | 10.99× | ||
| Q1 24 | 12.75× | 10.05× |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $1.6B | $34.5M |
| 自由现金流经营现金流 - 资本支出 | $961.0M | $-29.1M |
| 自由现金流率自由现金流/营收 | 9.7% | -3.9% |
| 资本支出强度资本支出/营收 | 6.5% | 8.4% |
| 现金转化率经营现金流/净利润 | 1.20× | — |
| 过去12个月自由现金流最近4个季度 | $8.1B | $16.5M |
8季度趋势，按日历期对齐
经营现金流AMGNBKD
| Q4 25 | $1.6B | $34.5M | ||
| Q3 25 | $4.7B | $76.5M | ||
| Q2 25 | $2.3B | $83.6M | ||
| Q1 25 | $1.4B | $23.4M | ||
| Q4 24 | $4.8B | $45.2M | ||
| Q3 24 | $3.6B | $66.5M | ||
| Q2 24 | $2.5B | $55.7M | ||
| Q1 24 | $689.0M | $-1.1M |
自由现金流AMGNBKD
| Q4 25 | $961.0M | $-29.1M | ||
| Q3 25 | $4.2B | $34.9M | ||
| Q2 25 | $1.9B | $29.1M | ||
| Q1 25 | $980.0M | $-18.4M | ||
| Q4 24 | $4.4B | $-5.1M | ||
| Q3 24 | $3.3B | $11.5M | ||
| Q2 24 | $2.2B | $4.1M | ||
| Q1 24 | $459.0M | $-45.5M |
自由现金流率AMGNBKD
| Q4 25 | 9.7% | -3.9% | ||
| Q3 25 | 44.4% | 4.3% | ||
| Q2 25 | 20.8% | 3.6% | ||
| Q1 25 | 12.0% | -2.3% | ||
| Q4 24 | 48.4% | -0.7% | ||
| Q3 24 | 39.0% | 1.5% | ||
| Q2 24 | 26.5% | 0.5% | ||
| Q1 24 | 6.2% | -5.8% |
资本支出强度AMGNBKD
| Q4 25 | 6.5% | 8.4% | ||
| Q3 25 | 4.6% | 5.1% | ||
| Q2 25 | 4.0% | 6.7% | ||
| Q1 25 | 5.0% | 5.1% | ||
| Q4 24 | 4.1% | 6.4% | ||
| Q3 24 | 3.0% | 7.0% | ||
| Q2 24 | 2.8% | 6.6% | ||
| Q1 24 | 3.1% | 5.7% |
现金转化率AMGNBKD
| Q4 25 | 1.20× | — | ||
| Q3 25 | 1.46× | — | ||
| Q2 25 | 1.59× | — | ||
| Q1 25 | 0.80× | — | ||
| Q4 24 | 7.61× | — | ||
| Q3 24 | 1.26× | — | ||
| Q2 24 | 3.30× | — | ||
| Q1 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
AMGN
| Products | $9.4B | 95% |
| Xgeva | $291.0M | 3% |
| Vectibix | $163.0M | 2% |
| Aranesp | $115.0M | 1% |
BKD
| Assisted Living And Memory Care | $506.7M | 67% |
| Independent Living | $121.6M | 16% |
| Ccrcs Rental | $86.3M | 11% |
| Reimbursement Costs Managed Communities | $36.7M | 5% |
| Management Service | $2.9M | 0% |
