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Amphastar Pharmaceuticals, Inc.（AMPH）与南玻集团（CSGS）财务数据对比。点击上方公司名可切换其他公司
南玻集团的季度营收约是Amphastar Pharmaceuticals, Inc.的1.8倍（$323.1M vs $183.1M），Amphastar Pharmaceuticals, Inc.净利率更高（13.3% vs 2.2%，领先11.2%），南玻集团同比增速更快（2.0% vs -1.8%），南玻集团自由现金流更多（$55.8M vs $24.6M），过去两年南玻集团的营收复合增速更高（4.6% 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。
中国南玻集团股份有限公司是中国规模最大的建筑玻璃生产商，业务涵盖浮法玻璃、建筑玻璃、显示玻璃、汽车玻璃、镀膜玻璃、镜子、彩滤玻璃、太阳能玻璃及节能玻璃等各类玻璃产品的研发、生产与销售，产品广泛应用于建筑、消费电子、新能源汽车、光伏等多个领域。
AMPH vs CSGS — 直观对比
营收规模更大
CSGS
是对方的1.8倍
$183.1M
营收增速更快
CSGS
高出3.9%
-1.8%
净利率更高
AMPH
高出11.2%
2.2%
自由现金流更多
CSGS
多$31.2M
$24.6M
两年增速更快
CSGS
近两年复合增速
3.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $183.1M | $323.1M |
| 净利润 | $24.4M | $7.0M |
| 毛利率 | 46.8% | 50.0% |
| 营业利润率 | 19.4% | 9.0% |
| 净利率 | 13.3% | 2.2% |
| 营收同比 | -1.8% | 2.0% |
| 净利润同比 | -35.7% | -79.7% |
| 每股收益（稀释后） | $0.51 | $0.24 |
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AMPHCSGS
| Q4 25 | $183.1M | $323.1M | ||
| Q3 25 | $191.8M | $303.6M | ||
| Q2 25 | $174.4M | $297.1M | ||
| Q1 25 | $170.5M | $299.5M | ||
| Q4 24 | $186.5M | $316.7M | ||
| Q3 24 | $191.2M | $295.1M | ||
| Q2 24 | $182.4M | $290.3M | ||
| Q1 24 | $171.8M | $295.1M |
净利润AMPHCSGS
| Q4 25 | $24.4M | $7.0M | ||
| Q3 25 | $17.4M | $20.5M | ||
| Q2 25 | $31.0M | $12.3M | ||
| Q1 25 | $25.3M | $16.1M | ||
| Q4 24 | $38.0M | $34.5M | ||
| Q3 24 | $40.4M | $19.1M | ||
| Q2 24 | $37.9M | $13.8M | ||
| Q1 24 | $43.2M | $19.5M |
毛利率AMPHCSGS
| Q4 25 | 46.8% | 50.0% | ||
| Q3 25 | 51.4% | 48.1% | ||
| Q2 25 | 49.6% | 49.5% | ||
| Q1 25 | 50.0% | 48.4% | ||
| Q4 24 | 46.5% | 51.3% | ||
| Q3 24 | 53.3% | 49.4% | ||
| Q2 24 | 52.2% | 47.3% | ||
| Q1 24 | 52.4% | 46.5% |
营业利润率AMPHCSGS
| Q4 25 | 19.4% | 9.0% | ||
| Q3 25 | 13.2% | 10.0% | ||
| Q2 25 | 24.2% | 10.0% | ||
| Q1 25 | 21.9% | 9.8% | ||
| Q4 24 | 24.2% | 13.4% | ||
| Q3 24 | 29.8% | 10.8% | ||
| Q2 24 | 30.3% | 8.8% | ||
| Q1 24 | 27.9% | 10.8% |
净利率AMPHCSGS
| Q4 25 | 13.3% | 2.2% | ||
| Q3 25 | 9.0% | 6.7% | ||
| Q2 25 | 17.8% | 4.1% | ||
| Q1 25 | 14.8% | 5.4% | ||
| Q4 24 | 20.4% | 10.9% | ||
| Q3 24 | 21.1% | 6.5% | ||
| Q2 24 | 20.8% | 4.8% | ||
| Q1 24 | 25.1% | 6.6% |
每股收益（稀释后）AMPHCSGS
| Q4 25 | $0.51 | $0.24 | ||
| Q3 25 | $0.37 | $0.73 | ||
| Q2 25 | $0.64 | $0.44 | ||
| Q1 25 | $0.51 | $0.57 | ||
| Q4 24 | $0.74 | $1.20 | ||
| Q3 24 | $0.78 | $0.67 | ||
| Q2 24 | $0.73 | $0.48 | ||
| Q1 24 | $0.81 | $0.68 |
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 | $180.0M |
| 总债务越低越好 | $608.7M | $539.5M |
| 股东权益账面价值 | $788.8M | $283.7M |
| 总资产 | $1.6B | $1.5B |
| 负债/权益比越低杠杆越低 | 0.77× | 1.90× |
8季度趋势，按日历期对齐
现金及短期投资AMPHCSGS
| Q4 25 | $282.8M | $180.0M | ||
| Q3 25 | $276.2M | $158.4M | ||
| Q2 25 | $231.8M | $145.9M | ||
| Q1 25 | $236.9M | $136.0M | ||
| Q4 24 | $221.6M | $161.8M | ||
| Q3 24 | $250.5M | $118.4M | ||
| Q2 24 | $217.8M | $110.4M | ||
| Q1 24 | $289.6M | $120.8M |
总债务AMPHCSGS
| Q4 25 | $608.7M | $539.5M | ||
| Q3 25 | $608.6M | $538.6M | ||
| Q2 25 | $607.7M | $537.8M | ||
| Q1 25 | $603.9M | $537.6M | ||
| Q4 24 | $601.6M | $538.5M | ||
| Q3 24 | $596.4M | $539.5M | ||
| Q2 24 | $586.9M | $540.5M | ||
| Q1 24 | $594.0M | $541.5M |
股东权益AMPHCSGS
| Q4 25 | $788.8M | $283.7M | ||
| Q3 25 | $776.7M | $289.5M | ||
| Q2 25 | $757.5M | $290.7M | ||
| Q1 25 | $751.3M | $283.1M | ||
| Q4 24 | $732.3M | $282.6M | ||
| Q3 24 | $727.7M | $288.4M | ||
| Q2 24 | $713.3M | $273.3M | ||
| Q1 24 | $672.4M | $269.3M |
总资产AMPHCSGS
| Q4 25 | $1.6B | $1.5B | ||
| Q3 25 | $1.7B | $1.5B | ||
| Q2 25 | $1.6B | $1.4B | ||
| Q1 25 | $1.6B | $1.4B | ||
| Q4 24 | $1.6B | $1.5B | ||
| Q3 24 | $1.5B | $1.4B | ||
| Q2 24 | $1.5B | $1.4B | ||
| Q1 24 | $1.6B | $1.3B |
负债/权益比AMPHCSGS
| Q4 25 | 0.77× | 1.90× | ||
| Q3 25 | 0.78× | 1.86× | ||
| Q2 25 | 0.80× | 1.85× | ||
| Q1 25 | 0.80× | 1.90× | ||
| Q4 24 | 0.82× | 1.91× | ||
| Q3 24 | 0.82× | 1.87× | ||
| Q2 24 | 0.82× | 1.98× | ||
| Q1 24 | 0.88× | 2.01× |
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 | $59.2M |
| 自由现金流经营现金流 - 资本支出 | $24.6M | $55.8M |
| 自由现金流率自由现金流/营收 | 13.4% | 17.3% |
| 资本支出强度资本支出/营收 | 4.5% | 1.1% |
| 现金转化率经营现金流/净利润 | 1.35× | 8.46× |
| 过去12个月自由现金流最近4个季度 | $121.2M | $141.4M |
8季度趋势，按日历期对齐
经营现金流AMPHCSGS
| Q4 25 | $32.9M | $59.2M | ||
| Q3 25 | $52.6M | $47.9M | ||
| Q2 25 | $35.6M | $37.3M | ||
| Q1 25 | $35.1M | $11.5M | ||
| Q4 24 | $29.0M | $82.5M | ||
| Q3 24 | $60.0M | $39.5M | ||
| Q2 24 | $69.1M | $43.1M | ||
| Q1 24 | $55.3M | $-29.4M |
自由现金流AMPHCSGS
| Q4 25 | $24.6M | $55.8M | ||
| Q3 25 | $47.2M | $43.9M | ||
| Q2 25 | $25.0M | $34.6M | ||
| Q1 25 | $24.4M | $7.1M | ||
| Q4 24 | $16.6M | $76.6M | ||
| Q3 24 | $46.2M | $32.0M | ||
| Q2 24 | $63.1M | $38.8M | ||
| Q1 24 | $46.5M | $-34.1M |
自由现金流率AMPHCSGS
| Q4 25 | 13.4% | 17.3% | ||
| Q3 25 | 24.6% | 14.5% | ||
| Q2 25 | 14.3% | 11.6% | ||
| Q1 25 | 14.3% | 2.4% | ||
| Q4 24 | 8.9% | 24.2% | ||
| Q3 24 | 24.1% | 10.8% | ||
| Q2 24 | 34.6% | 13.4% | ||
| Q1 24 | 27.1% | -11.6% |
资本支出强度AMPHCSGS
| Q4 25 | 4.5% | 1.1% | ||
| Q3 25 | 2.8% | 1.3% | ||
| Q2 25 | 6.1% | 0.9% | ||
| Q1 25 | 6.3% | 1.5% | ||
| Q4 24 | 6.7% | 1.9% | ||
| Q3 24 | 7.2% | 2.5% | ||
| Q2 24 | 3.3% | 1.5% | ||
| Q1 24 | 5.1% | 1.6% |
现金转化率AMPHCSGS
| Q4 25 | 1.35× | 8.46× | ||
| Q3 25 | 3.03× | 2.34× | ||
| Q2 25 | 1.15× | 3.04× | ||
| Q1 25 | 1.39× | 0.71× | ||
| Q4 24 | 0.76× | 2.39× | ||
| Q3 24 | 1.48× | 2.07× | ||
| Q2 24 | 1.82× | 3.12× | ||
| Q1 24 | 1.28× | -1.51× |
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% |
CSGS
| Software As A Service And Related Solutions | $287.2M | 89% |
| License And Service | $22.6M | 7% |
| Maintenance | $13.3M | 4% |
