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安进(AMGN)与皇家加勒比集团(RCL)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皇家加勒比集团的1.9倍($8.6B vs $4.5B),皇家加勒比集团净利率更高(21.3% vs 21.1%,领先0.2%),皇家加勒比集团同比增速更快(11.3% vs 5.8%),过去两年皇家加勒比集团的营收复合增速更高(4.1% vs 1.4%)
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。
皇家加勒比集团前身为皇家加勒比邮轮有限公司,是仅次于嘉年华公司的全球第二大邮轮运营商。集团总部位于美国佛罗里达州迈阿密,在利比里亚注册,目前全资拥有皇家加勒比国际游轮、名人邮轮、银海邮轮三大品牌,还持有途易邮轮50%的股份。
AMGN vs RCL — 直观对比
营收规模更大
AMGN
是对方的1.9倍
$4.5B
营收增速更快
RCL
高出5.6%
5.8%
净利率更高
RCL
高出0.2%
21.1%
两年增速更快
RCL
近两年复合增速
1.4%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $8.6B | $4.5B |
| 净利润 | $1.8B | $950.0M |
| 毛利率 | 68.2% | — |
| 营业利润率 | 30.9% | 26.1% |
| 净利率 | 21.1% | 21.3% |
| 营收同比 | 5.8% | 11.3% |
| 净利润同比 | — | 29.1% |
| 每股收益(稀释后) | $3.34 | $3.48 |
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
AMGN
RCL
| Q1 26 | $8.6B | $4.5B | ||
| Q4 25 | $9.9B | $4.3B | ||
| Q3 25 | $9.6B | $5.1B | ||
| Q2 25 | $9.2B | $4.5B | ||
| Q1 25 | $8.1B | $4.0B | ||
| Q4 24 | $9.1B | $3.8B | ||
| Q3 24 | $8.5B | $4.9B | ||
| Q2 24 | $8.4B | $4.1B |
净利润
AMGN
RCL
| Q1 26 | $1.8B | $950.0M | ||
| Q4 25 | $1.3B | $753.0M | ||
| Q3 25 | $3.2B | $1.6B | ||
| Q2 25 | $1.4B | $1.2B | ||
| Q1 25 | $1.7B | $730.0M | ||
| Q4 24 | $627.0M | $552.0M | ||
| Q3 24 | $2.8B | $1.1B | ||
| Q2 24 | $746.0M | $854.0M |
毛利率
AMGN
RCL
| Q1 26 | 68.2% | — | ||
| Q4 25 | 69.8% | 47.4% | ||
| Q3 25 | 67.8% | 51.8% | ||
| Q2 25 | 67.2% | 49.7% | ||
| Q1 25 | 63.6% | 48.0% | ||
| Q4 24 | 65.7% | 45.4% | ||
| Q3 24 | 61.1% | 51.1% | ||
| Q2 24 | 61.4% | 47.6% |
营业利润率
AMGN
RCL
| Q1 26 | 30.9% | 26.1% | ||
| Q4 25 | 27.6% | 21.9% | ||
| Q3 25 | 26.4% | 33.1% | ||
| Q2 25 | 28.9% | 29.3% | ||
| Q1 25 | 14.5% | 23.6% | ||
| Q4 24 | 25.4% | 16.6% | ||
| Q3 24 | 24.1% | 33.4% | ||
| Q2 24 | 22.8% | 26.7% |
净利率
AMGN
RCL
| Q1 26 | 21.1% | 21.3% | ||
| Q4 25 | 13.5% | 17.7% | ||
| Q3 25 | 33.7% | 30.6% | ||
| Q2 25 | 15.6% | 26.7% | ||
| Q1 25 | 21.2% | 18.3% | ||
| Q4 24 | 6.9% | 14.7% | ||
| Q3 24 | 33.3% | 22.7% | ||
| Q2 24 | 8.9% | 20.8% |
每股收益(稀释后)
AMGN
RCL
| Q1 26 | $3.34 | $3.48 | ||
| Q4 25 | $2.45 | $2.76 | ||
| Q3 25 | $5.93 | $5.74 | ||
| Q2 25 | $2.65 | $4.41 | ||
| Q1 25 | $3.20 | $2.70 | ||
| Q4 24 | $1.17 | $2.27 | ||
| Q3 24 | $5.22 | $4.21 | ||
| Q2 24 | $1.38 | $3.11 |
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 | $12.0M | $512.0M |
| 总债务越低越好 | $57.3B | $21.1B |
| 股东权益账面价值 | $9.2B | $10.0B |
| 总资产 | $92.5B | $42.0B |
| 负债/权益比越低杠杆越低 | 6.24× | 2.11× |
8季度趋势,按日历期对齐
现金及短期投资
AMGN
RCL
| Q1 26 | $12.0M | $512.0M | ||
| Q4 25 | $9.1B | $825.0M | ||
| Q3 25 | $9.4B | $432.0M | ||
| Q2 25 | $8.0B | $735.0M | ||
| Q1 25 | $8.8B | $386.0M | ||
| Q4 24 | $12.0B | $388.0M | ||
| Q3 24 | $9.0B | $418.0M | ||
| Q2 24 | $9.3B | $391.0M |
总债务
AMGN
RCL
| Q1 26 | $57.3B | $21.1B | ||
| Q4 25 | $54.6B | $18.2B | ||
| Q3 25 | $54.6B | $17.2B | ||
| Q2 25 | $56.2B | $17.6B | ||
| Q1 25 | $57.4B | $18.0B | ||
| Q4 24 | $60.1B | $18.5B | ||
| Q3 24 | $60.4B | $19.0B | ||
| Q2 24 | $62.6B | $19.8B |
股东权益
AMGN
RCL
| Q1 26 | $9.2B | $10.0B | ||
| Q4 25 | $8.7B | $10.0B | ||
| Q3 25 | $9.6B | $10.1B | ||
| Q2 25 | $7.4B | $9.2B | ||
| Q1 25 | $6.2B | $8.0B | ||
| Q4 24 | $5.9B | $7.6B | ||
| Q3 24 | $7.5B | $7.0B | ||
| Q2 24 | $5.9B | $6.0B |
总资产
AMGN
RCL
| Q1 26 | $92.5B | $42.0B | ||
| Q4 25 | $90.6B | $41.6B | ||
| Q3 25 | $90.1B | $40.1B | ||
| Q2 25 | $87.9B | $38.5B | ||
| Q1 25 | $89.4B | $37.5B | ||
| Q4 24 | $91.8B | $37.1B | ||
| Q3 24 | $90.9B | $37.1B | ||
| Q2 24 | $90.9B | $37.0B |
负债/权益比
AMGN
RCL
| Q1 26 | 6.24× | 2.11× | ||
| Q4 25 | 6.31× | 1.81× | ||
| Q3 25 | 5.67× | 1.70× | ||
| Q2 25 | 7.57× | 1.92× | ||
| Q1 25 | 9.24× | 2.26× | ||
| Q4 24 | 10.23× | 2.44× | ||
| Q3 24 | 8.02× | 2.69× | ||
| Q2 24 | 10.57× | 3.29× |
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 | $2.2B | $1.8B |
| 自由现金流经营现金流 - 资本支出 | $1.5M | — |
| 自由现金流率自由现金流/营收 | 0.0% | — |
| 资本支出强度资本支出/营收 | 0.0% | — |
| 现金转化率经营现金流/净利润 | 1.20× | 1.93× |
| 过去12个月自由现金流最近4个季度 | $7.1B | — |
8季度趋势,按日历期对齐
经营现金流
AMGN
RCL
| Q1 26 | $2.2B | $1.8B | ||
| Q4 25 | $1.6B | $1.6B | ||
| Q3 25 | $4.7B | $1.5B | ||
| Q2 25 | $2.3B | $1.7B | ||
| Q1 25 | $1.4B | $1.6B | ||
| Q4 24 | $4.8B | $1.5B | ||
| Q3 24 | $3.6B | $897.0M | ||
| Q2 24 | $2.5B | $1.6B |
自由现金流
AMGN
RCL
| Q1 26 | $1.5M | — | ||
| Q4 25 | $961.0M | $116.0M | ||
| Q3 25 | $4.2B | $-989.0M | ||
| Q2 25 | $1.9B | $910.0M | ||
| Q1 25 | $980.0M | $1.2B | ||
| Q4 24 | $4.4B | $915.0M | ||
| Q3 24 | $3.3B | $563.0M | ||
| Q2 24 | $2.2B | $-567.0M |
自由现金流率
AMGN
RCL
| Q1 26 | 0.0% | — | ||
| Q4 25 | 9.7% | 2.7% | ||
| Q3 25 | 44.4% | -19.2% | ||
| Q2 25 | 20.8% | 20.1% | ||
| Q1 25 | 12.0% | 30.0% | ||
| Q4 24 | 48.4% | 24.3% | ||
| Q3 24 | 39.0% | 11.5% | ||
| Q2 24 | 26.5% | -13.8% |
资本支出强度
AMGN
RCL
| Q1 26 | 0.0% | — | ||
| Q4 25 | 6.5% | 35.4% | ||
| Q3 25 | 4.6% | 47.8% | ||
| Q2 25 | 4.0% | 18.4% | ||
| Q1 25 | 5.0% | 10.7% | ||
| Q4 24 | 4.1% | 14.7% | ||
| Q3 24 | 3.0% | 6.8% | ||
| Q2 24 | 2.8% | 52.1% |
现金转化率
AMGN
RCL
| Q1 26 | 1.20× | 1.93× | ||
| Q4 25 | 1.20× | 2.16× | ||
| Q3 25 | 1.46× | 0.93× | ||
| Q2 25 | 1.59× | 1.44× | ||
| Q1 25 | 0.80× | 2.23× | ||
| Q4 24 | 7.61× | 2.66× | ||
| Q3 24 | 1.26× | 0.81× | ||
| Q2 24 | 3.30× | 1.84× |
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
| Product sales | $8.2B | 95% |
| Other revenues | $400.0M | 5% |
RCL
| Passenger ticket revenues | $3.0B | 68% |
| Onboard and other revenues | $1.4B | 32% |