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Amphastar Pharmaceuticals, Inc.（AMPH）与福尼克斯（PLAB）财务数据对比。点击上方公司名可切换其他公司
福尼克斯的季度营收约是Amphastar Pharmaceuticals, Inc.的1.1倍（$210.4M vs $183.1M），Amphastar Pharmaceuticals, Inc.净利率更高（13.3% vs 10.9%，领先2.5%），Amphastar Pharmaceuticals, Inc.同比增速更快（-1.8% vs -5.5%），福尼克斯自由现金流更多（$25.2M vs $24.6M），过去两年Amphastar Pharmaceuticals, Inc.的营收复合增速更高（3.2% vs -3.8%）
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。
福尼克斯是美国半导体光掩模制造商，2009年时位居全球第三大光掩模供应商，同时也是电子束产业倡议组织的成员，专注于为半导体行业提供关键的掩模产品，支撑芯片制造环节的图形转移需求。
AMPH vs PLAB — 直观对比
营收规模更大
PLAB
是对方的1.1倍
$183.1M
营收增速更快
AMPH
高出3.7%
-5.5%
净利率更高
AMPH
高出2.5%
10.9%
自由现金流更多
PLAB
多$625.0K
$24.6M
两年增速更快
AMPH
近两年复合增速
-3.8%
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $183.1M | $210.4M |
| 净利润 | $24.4M | $22.9M |
| 毛利率 | 46.8% | 33.7% |
| 营业利润率 | 19.4% | 22.9% |
| 净利率 | 13.3% | 10.9% |
| 营收同比 | -1.8% | -5.5% |
| 净利润同比 | -35.7% | -32.4% |
| 每股收益（稀释后） | $0.51 | $0.39 |
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AMPHPLAB
| Q4 25 | $183.1M | — | ||
| Q3 25 | $191.8M | $210.4M | ||
| Q2 25 | $174.4M | $211.0M | ||
| Q1 25 | $170.5M | $212.1M | ||
| Q4 24 | $186.5M | $222.6M | ||
| Q3 24 | $191.2M | $211.0M | ||
| Q2 24 | $182.4M | $217.0M | ||
| Q1 24 | $171.8M | $216.3M |
净利润AMPHPLAB
| Q4 25 | $24.4M | — | ||
| Q3 25 | $17.4M | $22.9M | ||
| Q2 25 | $31.0M | $8.9M | ||
| Q1 25 | $25.3M | $42.9M | ||
| Q4 24 | $38.0M | $33.9M | ||
| Q3 24 | $40.4M | $34.4M | ||
| Q2 24 | $37.9M | $36.3M | ||
| Q1 24 | $43.2M | $26.2M |
毛利率AMPHPLAB
| Q4 25 | 46.8% | — | ||
| Q3 25 | 51.4% | 33.7% | ||
| Q2 25 | 49.6% | 36.9% | ||
| Q1 25 | 50.0% | 35.6% | ||
| Q4 24 | 46.5% | 37.0% | ||
| Q3 24 | 53.3% | 35.6% | ||
| Q2 24 | 52.2% | 36.5% | ||
| Q1 24 | 52.4% | 36.6% |
营业利润率AMPHPLAB
| Q4 25 | 19.4% | — | ||
| Q3 25 | 13.2% | 22.9% | ||
| Q2 25 | 24.2% | 26.4% | ||
| Q1 25 | 21.9% | 24.6% | ||
| Q4 24 | 24.2% | 25.1% | ||
| Q3 24 | 29.8% | 24.7% | ||
| Q2 24 | 30.3% | 25.8% | ||
| Q1 24 | 27.9% | 26.6% |
净利率AMPHPLAB
| Q4 25 | 13.3% | — | ||
| Q3 25 | 9.0% | 10.9% | ||
| Q2 25 | 17.8% | 4.2% | ||
| Q1 25 | 14.8% | 20.2% | ||
| Q4 24 | 20.4% | 15.2% | ||
| Q3 24 | 21.1% | 16.3% | ||
| Q2 24 | 20.8% | 16.7% | ||
| Q1 24 | 25.1% | 12.1% |
每股收益（稀释后）AMPHPLAB
| Q4 25 | $0.51 | — | ||
| Q3 25 | $0.37 | $0.39 | ||
| Q2 25 | $0.64 | $0.15 | ||
| Q1 25 | $0.51 | $0.68 | ||
| Q4 24 | $0.74 | $0.54 | ||
| Q3 24 | $0.78 | $0.55 | ||
| Q2 24 | $0.73 | $0.58 | ||
| Q1 24 | $0.81 | $0.42 |
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 | $575.8M |
| 总债务越低越好 | $608.7M | $16.0K |
| 股东权益账面价值 | $788.8M | $1.1B |
| 总资产 | $1.6B | $1.8B |
| 负债/权益比越低杠杆越低 | 0.77× | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资AMPHPLAB
| Q4 25 | $282.8M | — | ||
| Q3 25 | $276.2M | $575.8M | ||
| Q2 25 | $231.8M | $558.4M | ||
| Q1 25 | $236.9M | $642.2M | ||
| Q4 24 | $221.6M | $640.7M | ||
| Q3 24 | $250.5M | $606.4M | ||
| Q2 24 | $217.8M | $559.9M | ||
| Q1 24 | $289.6M | $521.5M |
总债务AMPHPLAB
| Q4 25 | $608.7M | — | ||
| Q3 25 | $608.6M | $16.0K | ||
| Q2 25 | $607.7M | $19.0K | ||
| Q1 25 | $603.9M | $21.0K | ||
| Q4 24 | $601.6M | $25.0K | ||
| Q3 24 | $596.4M | $28.0K | ||
| Q2 24 | $586.9M | $2.5M | ||
| Q1 24 | $594.0M | $2.7M |
股东权益AMPHPLAB
| Q4 25 | $788.8M | — | ||
| Q3 25 | $776.7M | $1.1B | ||
| Q2 25 | $757.5M | $1.1B | ||
| Q1 25 | $751.3M | $1.1B | ||
| Q4 24 | $732.3M | $1.1B | ||
| Q3 24 | $727.7M | $1.1B | ||
| Q2 24 | $713.3M | $1.0B | ||
| Q1 24 | $672.4M | $1.0B |
总资产AMPHPLAB
| Q4 25 | $1.6B | — | ||
| Q3 25 | $1.7B | $1.8B | ||
| Q2 25 | $1.6B | $1.7B | ||
| Q1 25 | $1.6B | $1.7B | ||
| Q4 24 | $1.6B | $1.7B | ||
| Q3 24 | $1.5B | $1.6B | ||
| Q2 24 | $1.5B | $1.6B | ||
| Q1 24 | $1.6B | $1.6B |
负债/权益比AMPHPLAB
| Q4 25 | 0.77× | — | ||
| Q3 25 | 0.78× | 0.00× | ||
| Q2 25 | 0.80× | 0.00× | ||
| Q1 25 | 0.80× | 0.00× | ||
| Q4 24 | 0.82× | 0.00× | ||
| Q3 24 | 0.82× | 0.00× | ||
| Q2 24 | 0.82× | 0.00× | ||
| Q1 24 | 0.88× | 0.00× |
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 | $50.1M |
| 自由现金流经营现金流 - 资本支出 | $24.6M | $25.2M |
| 自由现金流率自由现金流/营收 | 13.4% | 12.0% |
| 资本支出强度资本支出/营收 | 4.5% | 11.8% |
| 现金转化率经营现金流/净利润 | 1.35× | 2.19× |
| 过去12个月自由现金流最近4个季度 | $121.2M | $64.5M |
8季度趋势，按日历期对齐
经营现金流AMPHPLAB
| Q4 25 | $32.9M | — | ||
| Q3 25 | $52.6M | $50.1M | ||
| Q2 25 | $35.6M | $31.5M | ||
| Q1 25 | $35.1M | $78.5M | ||
| Q4 24 | $29.0M | $68.4M | ||
| Q3 24 | $60.0M | $75.1M | ||
| Q2 24 | $69.1M | $76.5M | ||
| Q1 24 | $55.3M | $41.5M |
自由现金流AMPHPLAB
| Q4 25 | $24.6M | — | ||
| Q3 25 | $47.2M | $25.2M | ||
| Q2 25 | $25.0M | $-29.1M | ||
| Q1 25 | $24.4M | $43.3M | ||
| Q4 24 | $16.6M | $25.2M | ||
| Q3 24 | $46.2M | $50.7M | ||
| Q2 24 | $63.1M | $56.5M | ||
| Q1 24 | $46.5M | $-1.8M |
自由现金流率AMPHPLAB
| Q4 25 | 13.4% | — | ||
| Q3 25 | 24.6% | 12.0% | ||
| Q2 25 | 14.3% | -13.8% | ||
| Q1 25 | 14.3% | 20.4% | ||
| Q4 24 | 8.9% | 11.3% | ||
| Q3 24 | 24.1% | 24.0% | ||
| Q2 24 | 34.6% | 26.0% | ||
| Q1 24 | 27.1% | -0.8% |
资本支出强度AMPHPLAB
| Q4 25 | 4.5% | — | ||
| Q3 25 | 2.8% | 11.8% | ||
| Q2 25 | 6.1% | 28.7% | ||
| Q1 25 | 6.3% | 16.6% | ||
| Q4 24 | 6.7% | 19.4% | ||
| Q3 24 | 7.2% | 11.6% | ||
| Q2 24 | 3.3% | 9.2% | ||
| Q1 24 | 5.1% | 20.0% |
现金转化率AMPHPLAB
| Q4 25 | 1.35× | — | ||
| Q3 25 | 3.03× | 2.19× | ||
| Q2 25 | 1.15× | 3.55× | ||
| Q1 25 | 1.39× | 1.83× | ||
| Q4 24 | 0.76× | 2.02× | ||
| Q3 24 | 1.48× | 2.18× | ||
| Q2 24 | 1.82× | 2.11× | ||
| Q1 24 | 1.28× | 1.59× |
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% |
PLAB
| High End Integrated Circuits | $53.6M | 25% |
| High End Flat Panel Displays | $53.5M | 25% |
| KR | $43.7M | 21% |
| Other | $42.1M | 20% |
| Mainstream Flat Panel Displays | $9.1M | 4% |
| Transferred At Point In Time | $8.4M | 4% |
