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Amphastar Pharmaceuticals, Inc.(AMPH)与Axsome Therapeutics, Inc.(AXSM)财务数据对比。点击上方公司名可切换其他公司
Axsome Therapeutics, Inc.的季度营收约是Amphastar Pharmaceuticals, Inc.的1.1倍($196.0M vs $183.1M),Amphastar Pharmaceuticals, Inc.净利率更高(13.3% vs -14.6%,领先27.9%),Axsome Therapeutics, Inc.同比增速更快(65.0% vs -1.8%),Amphastar Pharmaceuticals, Inc.自由现金流更多($24.6M vs $-18.7M),过去两年Axsome Therapeutics, Inc.的营收复合增速更高(61.7% vs 3.2%)
安福斯制药是一家上市的美国特种制药企业,公司成立于2004年5月,核心业务为吸入制剂及鼻腔给药产品的研发、生产与销售,聚焦特色医药领域深耕发展。
Jazz Pharmaceuticals是一家全球生物制药企业,专注于肿瘤学与神经科学领域的药物研发及商业化。公司2003年在美国加利福尼亚州成立,目前总部位于爱尔兰都柏林,业务覆盖全球多个核心市场。
AMPH vs AXSM — 直观对比
营收规模更大
AXSM
是对方的1.1倍
$183.1M
营收增速更快
AXSM
高出66.9%
-1.8%
净利率更高
AMPH
高出27.9%
-14.6%
自由现金流更多
AMPH
多$43.3M
$-18.7M
两年增速更快
AXSM
近两年复合增速
3.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $183.1M | $196.0M |
| 净利润 | $24.4M | $-28.6M |
| 毛利率 | 46.8% | — |
| 营业利润率 | 19.4% | -13.8% |
| 净利率 | 13.3% | -14.6% |
| 营收同比 | -1.8% | 65.0% |
| 净利润同比 | -35.7% | 61.9% |
| 每股收益(稀释后) | $0.51 | $-0.55 |
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
AMPH
AXSM
| Q4 25 | $183.1M | $196.0M | ||
| Q3 25 | $191.8M | $171.0M | ||
| Q2 25 | $174.4M | $150.0M | ||
| Q1 25 | $170.5M | $121.5M | ||
| Q4 24 | $186.5M | $118.8M | ||
| Q3 24 | $191.2M | $104.8M | ||
| Q2 24 | $182.4M | $87.2M | ||
| Q1 24 | $171.8M | $75.0M |
净利润
AMPH
AXSM
| Q4 25 | $24.4M | $-28.6M | ||
| Q3 25 | $17.4M | $-47.2M | ||
| Q2 25 | $31.0M | $-48.0M | ||
| Q1 25 | $25.3M | $-59.4M | ||
| Q4 24 | $38.0M | $-74.9M | ||
| Q3 24 | $40.4M | $-64.6M | ||
| Q2 24 | $37.9M | $-79.3M | ||
| Q1 24 | $43.2M | $-68.4M |
毛利率
AMPH
AXSM
| Q4 25 | 46.8% | — | ||
| Q3 25 | 51.4% | — | ||
| Q2 25 | 49.6% | — | ||
| Q1 25 | 50.0% | — | ||
| Q4 24 | 46.5% | — | ||
| Q3 24 | 53.3% | — | ||
| Q2 24 | 52.2% | — | ||
| Q1 24 | 52.4% | — |
营业利润率
AMPH
AXSM
| Q4 25 | 19.4% | -13.8% | ||
| Q3 25 | 13.2% | -27.0% | ||
| Q2 25 | 24.2% | -24.5% | ||
| Q1 25 | 21.9% | -46.9% | ||
| Q4 24 | 24.2% | -61.1% | ||
| Q3 24 | 29.8% | -59.8% | ||
| Q2 24 | 30.3% | -89.5% | ||
| Q1 24 | 27.9% | -89.7% |
净利率
AMPH
AXSM
| Q4 25 | 13.3% | -14.6% | ||
| Q3 25 | 9.0% | -27.6% | ||
| Q2 25 | 17.8% | -32.0% | ||
| Q1 25 | 14.8% | -48.9% | ||
| Q4 24 | 20.4% | -63.1% | ||
| Q3 24 | 21.1% | -61.7% | ||
| Q2 24 | 20.8% | -91.0% | ||
| Q1 24 | 25.1% | -91.1% |
每股收益(稀释后)
AMPH
AXSM
| Q4 25 | $0.51 | $-0.55 | ||
| Q3 25 | $0.37 | $-0.94 | ||
| Q2 25 | $0.64 | $-0.97 | ||
| Q1 25 | $0.51 | $-1.22 | ||
| Q4 24 | $0.74 | $-1.54 | ||
| Q3 24 | $0.78 | $-1.34 | ||
| Q2 24 | $0.73 | $-1.67 | ||
| Q1 24 | $0.81 | $-1.44 |
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 | $282.8M | $322.9M |
| 总债务越低越好 | $608.7M | — |
| 股东权益账面价值 | $788.8M | $88.3M |
| 总资产 | $1.6B | $689.8M |
| 负债/权益比越低杠杆越低 | 0.77× | — |
8季度趋势,按日历期对齐
现金及短期投资
AMPH
AXSM
| Q4 25 | $282.8M | $322.9M | ||
| Q3 25 | $276.2M | $325.3M | ||
| Q2 25 | $231.8M | $303.0M | ||
| Q1 25 | $236.9M | $300.9M | ||
| Q4 24 | $221.6M | $315.4M | ||
| Q3 24 | $250.5M | $327.3M | ||
| Q2 24 | $217.8M | $315.7M | ||
| Q1 24 | $289.6M | $331.4M |
总债务
AMPH
AXSM
| Q4 25 | $608.7M | — | ||
| Q3 25 | $608.6M | — | ||
| Q2 25 | $607.7M | — | ||
| Q1 25 | $603.9M | — | ||
| Q4 24 | $601.6M | — | ||
| Q3 24 | $596.4M | — | ||
| Q2 24 | $586.9M | — | ||
| Q1 24 | $594.0M | — |
股东权益
AMPH
AXSM
| Q4 25 | $788.8M | $88.3M | ||
| Q3 25 | $776.7M | $73.7M | ||
| Q2 25 | $757.5M | $73.1M | ||
| Q1 25 | $751.3M | $53.2M | ||
| Q4 24 | $732.3M | $57.0M | ||
| Q3 24 | $727.7M | $92.9M | ||
| Q2 24 | $713.3M | $102.9M | ||
| Q1 24 | $672.4M | $144.0M |
总资产
AMPH
AXSM
| Q4 25 | $1.6B | $689.8M | ||
| Q3 25 | $1.7B | $669.3M | ||
| Q2 25 | $1.6B | $639.8M | ||
| Q1 25 | $1.6B | $596.7M | ||
| Q4 24 | $1.6B | $568.5M | ||
| Q3 24 | $1.5B | $561.5M | ||
| Q2 24 | $1.5B | $548.2M | ||
| Q1 24 | $1.6B | $545.7M |
负债/权益比
AMPH
AXSM
| Q4 25 | 0.77× | — | ||
| Q3 25 | 0.78× | — | ||
| Q2 25 | 0.80× | — | ||
| Q1 25 | 0.80× | — | ||
| Q4 24 | 0.82× | — | ||
| Q3 24 | 0.82× | — | ||
| Q2 24 | 0.82× | — | ||
| Q1 24 | 0.88× | — |
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 | $32.9M | $-18.7M |
| 自由现金流经营现金流 - 资本支出 | $24.6M | $-18.7M |
| 自由现金流率自由现金流/营收 | 13.4% | -9.6% |
| 资本支出强度资本支出/营收 | 4.5% | 0.0% |
| 现金转化率经营现金流/净利润 | 1.35× | — |
| 过去12个月自由现金流最近4个季度 | $121.2M | $-93.9M |
8季度趋势,按日历期对齐
经营现金流
AMPH
AXSM
| Q4 25 | $32.9M | $-18.7M | ||
| Q3 25 | $52.6M | $1.0M | ||
| Q2 25 | $35.6M | $-32.4M | ||
| Q1 25 | $35.1M | $-43.4M | ||
| Q4 24 | $29.0M | $-26.2M | ||
| Q3 24 | $60.0M | $-18.6M | ||
| Q2 24 | $69.1M | $-30.1M | ||
| Q1 24 | $55.3M | $-53.5M |
自由现金流
AMPH
AXSM
| Q4 25 | $24.6M | $-18.7M | ||
| Q3 25 | $47.2M | $988.0K | ||
| Q2 25 | $25.0M | $-32.4M | ||
| Q1 25 | $24.4M | $-43.7M | ||
| Q4 24 | $16.6M | $-26.2M | ||
| Q3 24 | $46.2M | $-18.7M | ||
| Q2 24 | $63.1M | $-30.2M | ||
| Q1 24 | $46.5M | $-53.6M |
自由现金流率
AMPH
AXSM
| Q4 25 | 13.4% | -9.6% | ||
| Q3 25 | 24.6% | 0.6% | ||
| Q2 25 | 14.3% | -21.6% | ||
| Q1 25 | 14.3% | -36.0% | ||
| Q4 24 | 8.9% | -22.1% | ||
| Q3 24 | 24.1% | -17.9% | ||
| Q2 24 | 34.6% | -34.6% | ||
| Q1 24 | 27.1% | -71.4% |
资本支出强度
AMPH
AXSM
| Q4 25 | 4.5% | 0.0% | ||
| Q3 25 | 2.8% | 0.0% | ||
| Q2 25 | 6.1% | 0.0% | ||
| Q1 25 | 6.3% | 0.3% | ||
| Q4 24 | 6.7% | 0.0% | ||
| Q3 24 | 7.2% | 0.1% | ||
| Q2 24 | 3.3% | 0.1% | ||
| Q1 24 | 5.1% | 0.1% |
现金转化率
AMPH
AXSM
| Q4 25 | 1.35× | — | ||
| Q3 25 | 3.03× | — | ||
| Q2 25 | 1.15× | — | ||
| Q1 25 | 1.39× | — | ||
| Q4 24 | 0.76× | — | ||
| Q3 24 | 1.48× | — | ||
| Q2 24 | 1.82× | — | ||
| Q1 24 | 1.28× | — |
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
AMPH
| Other Products | $62.4M | 34% |
| Baqsimi | $46.7M | 26% |
| Primatenemist | $27.9M | 15% |
| Epinephrine | $17.1M | 9% |
| Lidocaine | $14.9M | 8% |
| Glucagon | $14.1M | 8% |
AXSM
暂无分部数据