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Amphastar Pharmaceuticals, Inc.（AMPH）与Stitch Fix, Inc.（SFIX）财务数据对比。点击上方公司名可切换其他公司
Stitch Fix, Inc.的季度营收约是Amphastar Pharmaceuticals, Inc.的1.9倍（$342.1M vs $183.1M），Amphastar Pharmaceuticals, Inc.净利率更高（13.3% vs -1.9%，领先15.2%），Stitch Fix, Inc.同比增速更快（7.3% vs -1.8%），Amphastar Pharmaceuticals, Inc.自由现金流更多（$24.6M vs $5.6M），过去两年Amphastar Pharmaceuticals, Inc.的营收复合增速更高（3.2% vs 1.8%）
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。
Stitch Fix是美国的在线个人造型服务平台，依托推荐算法与数据科学技术，根据顾客的身形尺寸、预算和风格偏好推送个性化服饰单品。该公司创立于2011年，2017年完成首次公开募股，目前总部位于旧金山。
AMPH vs SFIX — 直观对比
营收规模更大
SFIX
是对方的1.9倍
$183.1M
营收增速更快
SFIX
高出9.1%
-1.8%
净利率更高
AMPH
高出15.2%
-1.9%
自由现金流更多
AMPH
多$19.0M
$5.6M
两年增速更快
AMPH
近两年复合增速
1.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $183.1M | $342.1M |
| 净利润 | $24.4M | $-6.4M |
| 毛利率 | 46.8% | 43.6% |
| 营业利润率 | 19.4% | -2.5% |
| 净利率 | 13.3% | -1.9% |
| 营收同比 | -1.8% | 7.3% |
| 净利润同比 | -35.7% | -1.7% |
| 每股收益（稀释后） | $0.51 | $-0.05 |
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AMPHSFIX
| Q4 25 | $183.1M | $342.1M | ||
| Q3 25 | $191.8M | $311.2M | ||
| Q2 25 | $174.4M | $325.0M | ||
| Q1 25 | $170.5M | $312.1M | ||
| Q4 24 | $186.5M | $318.8M | ||
| Q3 24 | $191.2M | $319.6M | ||
| Q2 24 | $182.4M | $322.7M | ||
| Q1 24 | $171.8M | $330.4M |
净利润AMPHSFIX
| Q4 25 | $24.4M | $-6.4M | ||
| Q3 25 | $17.4M | $-8.6M | ||
| Q2 25 | $31.0M | $-7.4M | ||
| Q1 25 | $25.3M | $-6.5M | ||
| Q4 24 | $38.0M | $-6.3M | ||
| Q3 24 | $40.4M | $-36.5M | ||
| Q2 24 | $37.9M | $-21.3M | ||
| Q1 24 | $43.2M | $-35.5M |
毛利率AMPHSFIX
| Q4 25 | 46.8% | 43.6% | ||
| Q3 25 | 51.4% | 43.6% | ||
| Q2 25 | 49.6% | 44.2% | ||
| Q1 25 | 50.0% | 44.5% | ||
| Q4 24 | 46.5% | 45.4% | ||
| Q3 24 | 53.3% | 44.6% | ||
| Q2 24 | 52.2% | 45.5% | ||
| Q1 24 | 52.4% | 43.4% |
营业利润率AMPHSFIX
| Q4 25 | 19.4% | -2.5% | ||
| Q3 25 | 13.2% | -3.6% | ||
| Q2 25 | 24.2% | -3.0% | ||
| Q1 25 | 21.9% | -2.9% | ||
| Q4 24 | 24.2% | -2.8% | ||
| Q3 24 | 29.8% | -13.1% | ||
| Q2 24 | 30.3% | -7.7% | ||
| Q1 24 | 27.9% | -11.5% |
净利率AMPHSFIX
| Q4 25 | 13.3% | -1.9% | ||
| Q3 25 | 9.0% | -2.8% | ||
| Q2 25 | 17.8% | -2.3% | ||
| Q1 25 | 14.8% | -2.1% | ||
| Q4 24 | 20.4% | -2.0% | ||
| Q3 24 | 21.1% | -11.4% | ||
| Q2 24 | 20.8% | -6.6% | ||
| Q1 24 | 25.1% | -10.8% |
每股收益（稀释后）AMPHSFIX
| Q4 25 | $0.51 | $-0.05 | ||
| Q3 25 | $0.37 | $-0.06 | ||
| Q2 25 | $0.64 | $-0.06 | ||
| Q1 25 | $0.51 | $-0.05 | ||
| Q4 24 | $0.74 | $-0.05 | ||
| Q3 24 | $0.78 | $-0.29 | ||
| Q2 24 | $0.73 | $-0.18 | ||
| Q1 24 | $0.81 | $-0.30 |
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 | $244.2M |
| 总债务越低越好 | $608.7M | — |
| 股东权益账面价值 | $788.8M | $204.1M |
| 总资产 | $1.6B | $530.7M |
| 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AMPHSFIX
| Q4 25 | $282.8M | $244.2M | ||
| Q3 25 | $276.2M | $234.9M | ||
| Q2 25 | $231.8M | $234.2M | ||
| Q1 25 | $236.9M | $219.1M | ||
| Q4 24 | $221.6M | $253.3M | ||
| Q3 24 | $250.5M | $247.0M | ||
| Q2 24 | $217.8M | $244.5M | ||
| Q1 24 | $289.6M | $229.8M |
总债务AMPHSFIX
| 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AMPHSFIX
| Q4 25 | $788.8M | $204.1M | ||
| Q3 25 | $776.7M | $203.0M | ||
| Q2 25 | $757.5M | $200.4M | ||
| Q1 25 | $751.3M | $197.8M | ||
| Q4 24 | $732.3M | $190.5M | ||
| Q3 24 | $727.7M | $187.0M | ||
| Q2 24 | $713.3M | $208.9M | ||
| Q1 24 | $672.4M | $213.3M |
总资产AMPHSFIX
| Q4 25 | $1.6B | $530.7M | ||
| Q3 25 | $1.7B | $480.6M | ||
| Q2 25 | $1.6B | $484.7M | ||
| Q1 25 | $1.6B | $472.6M | ||
| Q4 24 | $1.6B | $507.1M | ||
| Q3 24 | $1.5B | $486.9M | ||
| Q2 24 | $1.5B | $537.0M | ||
| Q1 24 | $1.6B | $538.3M |
负债/权益比AMPHSFIX
| 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 | $10.9M |
| 自由现金流经营现金流 - 资本支出 | $24.6M | $5.6M |
| 自由现金流率自由现金流/营收 | 13.4% | 1.6% |
| 资本支出强度资本支出/营收 | 4.5% | 1.6% |
| 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 | $4.9M |
8季度趋势，按日历期对齐
经营现金流AMPHSFIX
| Q4 25 | $32.9M | $10.9M | ||
| Q3 25 | $52.6M | $7.0M | ||
| Q2 25 | $35.6M | $20.5M | ||
| Q1 25 | $35.1M | $-16.2M | ||
| Q4 24 | $29.0M | $14.3M | ||
| Q3 24 | $60.0M | $8.2M | ||
| Q2 24 | $69.1M | $21.7M | ||
| Q1 24 | $55.3M | $-22.3M |
自由现金流AMPHSFIX
| Q4 25 | $24.6M | $5.6M | ||
| Q3 25 | $47.2M | $2.8M | ||
| Q2 25 | $25.0M | $16.0M | ||
| Q1 25 | $24.4M | $-19.4M | ||
| Q4 24 | $16.6M | $9.9M | ||
| Q3 24 | $46.2M | $4.5M | ||
| Q2 24 | $63.1M | $18.9M | ||
| Q1 24 | $46.5M | $-26.1M |
自由现金流率AMPHSFIX
| Q4 25 | 13.4% | 1.6% | ||
| Q3 25 | 24.6% | 0.9% | ||
| Q2 25 | 14.3% | 4.9% | ||
| Q1 25 | 14.3% | -6.2% | ||
| Q4 24 | 8.9% | 3.1% | ||
| Q3 24 | 24.1% | 1.4% | ||
| Q2 24 | 34.6% | 5.9% | ||
| Q1 24 | 27.1% | -7.9% |
资本支出强度AMPHSFIX
| Q4 25 | 4.5% | 1.6% | ||
| Q3 25 | 2.8% | 1.4% | ||
| Q2 25 | 6.1% | 1.4% | ||
| Q1 25 | 6.3% | 1.0% | ||
| Q4 24 | 6.7% | 1.4% | ||
| Q3 24 | 7.2% | 1.2% | ||
| Q2 24 | 3.3% | 0.9% | ||
| Q1 24 | 5.1% | 1.1% |
现金转化率AMPHSFIX
| 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% |
SFIX
暂无分部数据
