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Amarin Corp plc（AMRN）与ASPEN AEROGELS INC（ASPN）财务数据对比。点击上方公司名可切换其他公司
Amarin Corp plc的季度营收约是ASPEN AEROGELS INC的1.1倍（$45.1M vs $41.3M），Amarin Corp plc净利率更高（-23.3% vs -176.4%，领先153.1%），Amarin Corp plc同比增速更快（7.0% vs -66.4%），过去两年Amarin Corp plc的营收复合增速更高（-18.3% vs -33.9%）
Amarin是一家1993年成立的爱裔美籍生物制药企业，总部分别设于爱尔兰都柏林与美国新泽西州布里奇沃特。该企业专注研发及销售心血管疾病治疗药物，已推出处方级Omega-3脂肪酸药物Vascepa（AMR-101）。
Aspen Aerogels Inc是全球领先的气凝胶基高性能隔热及热管理材料生产商，产品广泛应用于可再生能源、油气基础设施、航空航天、商业建筑与工业制造领域，核心市场覆盖北美、欧洲及亚太地区，旗下材料以优异的耐热性、防火性能和轻量化特性广受客户认可。
AMRN vs ASPN — 直观对比
营收规模更大
AMRN
是对方的1.1倍
$41.3M
营收增速更快
AMRN
高出73.4%
-66.4%
净利率更高
AMRN
高出153.1%
-176.4%
两年增速更快
AMRN
近两年复合增速
-33.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $45.1M | $41.3M |
| 净利润 | $-10.5M | $-72.9M |
| 毛利率 | — | -55.5% |
| 营业利润率 | 35.5% | -170.3% |
| 净利率 | -23.3% | -176.4% |
| 营收同比 | 7.0% | -66.4% |
| 净利润同比 | 33.0% | -741.7% |
| 每股收益（稀释后） | — | $-0.87 |
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AMRNASPN
| Q1 26 | $45.1M | — | ||
| Q4 25 | $49.2M | $41.3M | ||
| Q3 25 | $49.7M | $73.0M | ||
| Q2 25 | $72.7M | $78.0M | ||
| Q1 25 | $42.0M | $78.7M | ||
| Q4 24 | $62.3M | $123.1M | ||
| Q3 24 | $42.3M | $117.3M | ||
| Q2 24 | $67.5M | $117.8M |
净利润AMRNASPN
| Q1 26 | $-10.5M | — | ||
| Q4 25 | $-1.2M | $-72.9M | ||
| Q3 25 | $-7.7M | $-6.3M | ||
| Q2 25 | $-14.1M | $-9.1M | ||
| Q1 25 | $-15.7M | $-301.2M | ||
| Q4 24 | $-48.6M | $11.4M | ||
| Q3 24 | $-25.1M | $-13.0M | ||
| Q2 24 | $1.5M | $16.8M |
毛利率AMRNASPN
| Q1 26 | — | — | ||
| Q4 25 | 47.1% | -55.5% | ||
| Q3 25 | 44.7% | 28.5% | ||
| Q2 25 | 69.2% | 32.4% | ||
| Q1 25 | 59.8% | 29.0% | ||
| Q4 24 | -15.4% | 38.3% | ||
| Q3 24 | 38.5% | 41.8% | ||
| Q2 24 | 63.4% | 43.8% |
营业利润率AMRNASPN
| Q1 26 | 35.5% | — | ||
| Q4 25 | -12.9% | -170.3% | ||
| Q3 25 | -22.4% | -4.6% | ||
| Q2 25 | -22.0% | -6.6% | ||
| Q1 25 | -39.9% | -380.2% | ||
| Q4 24 | -84.3% | 12.0% | ||
| Q3 24 | -59.5% | 14.8% | ||
| Q2 24 | -0.8% | 17.0% |
净利率AMRNASPN
| Q1 26 | -23.3% | — | ||
| Q4 25 | -2.5% | -176.4% | ||
| Q3 25 | -15.6% | -8.7% | ||
| Q2 25 | -19.4% | -11.6% | ||
| Q1 25 | -37.4% | -382.7% | ||
| Q4 24 | -78.0% | 9.2% | ||
| Q3 24 | -59.4% | -11.1% | ||
| Q2 24 | 2.3% | 14.3% |
每股收益（稀释后）AMRNASPN
| Q1 26 | — | — | ||
| Q4 25 | $0.00 | $-0.87 | ||
| Q3 25 | $-0.02 | $-0.08 | ||
| Q2 25 | $-0.03 | $-0.11 | ||
| Q1 25 | $-0.04 | $-3.67 | ||
| Q4 24 | $-0.12 | $0.15 | ||
| Q3 24 | $-0.06 | $-0.17 | ||
| Q2 24 | $0.00 | $0.21 |
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 | $307.8M | $156.9M |
| 总债务越低越好 | — | $65.5M |
| 股东权益账面价值 | — | $235.5M |
| 总资产 | $645.8M | $406.7M |
| 负债/权益比越低杠杆越低 | — | 0.28× |
8季度趋势，按日历期对齐
现金及短期投资AMRNASPN
| Q1 26 | $307.8M | — | ||
| Q4 25 | $302.6M | $156.9M | ||
| Q3 25 | $286.6M | $150.7M | ||
| Q2 25 | $298.7M | $167.6M | ||
| Q1 25 | $281.8M | $192.0M | ||
| Q4 24 | $294.2M | $220.9M | ||
| Q3 24 | $305.7M | $113.5M | ||
| Q2 24 | $306.7M | $91.4M |
总债务AMRNASPN
| Q1 26 | — | — | ||
| Q4 25 | — | $65.5M | ||
| Q3 25 | — | $70.1M | ||
| Q2 25 | — | $77.3M | ||
| Q1 25 | — | $95.4M | ||
| Q4 24 | — | $95.0M | ||
| Q3 24 | — | $93.7M | ||
| Q2 24 | — | — |
股东权益AMRNASPN
| Q1 26 | — | — | ||
| Q4 25 | $459.3M | $235.5M | ||
| Q3 25 | $458.9M | $305.7M | ||
| Q2 25 | $464.9M | $308.8M | ||
| Q1 25 | $473.7M | $314.8M | ||
| Q4 24 | $486.2M | $614.7M | ||
| Q3 24 | $531.4M | $507.6M | ||
| Q2 24 | $551.9M | $517.8M |
总资产AMRNASPN
| Q1 26 | $645.8M | — | ||
| Q4 25 | $670.8M | $406.7M | ||
| Q3 25 | $659.8M | $491.4M | ||
| Q2 25 | $670.1M | $525.1M | ||
| Q1 25 | $655.7M | $555.0M | ||
| Q4 24 | $685.3M | $895.1M | ||
| Q3 24 | $750.6M | $782.6M | ||
| Q2 24 | $799.9M | $748.6M |
负债/权益比AMRNASPN
| Q1 26 | — | — | ||
| Q4 25 | — | 0.28× | ||
| Q3 25 | — | 0.23× | ||
| Q2 25 | — | 0.25× | ||
| Q1 25 | — | 0.30× | ||
| Q4 24 | — | 0.15× | ||
| Q3 24 | — | 0.18× | ||
| Q2 24 | — | — |
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 | — | $16.1M |
| 自由现金流经营现金流 - 资本支出 | — | $13.7M |
| 自由现金流率自由现金流/营收 | — | 33.1% |
| 资本支出强度资本支出/营收 | — | 6.0% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $-4.6M |
8季度趋势，按日历期对齐
经营现金流AMRNASPN
| Q1 26 | — | — | ||
| Q4 25 | $15.3M | $16.1M | ||
| Q3 25 | $-12.7M | $15.0M | ||
| Q2 25 | $16.6M | $-3.9M | ||
| Q1 25 | $-12.5M | $5.6M | ||
| Q4 24 | $-13.3M | $35.7M | ||
| Q3 24 | $-2.4M | $20.8M | ||
| Q2 24 | $-2.7M | $6.8M |
自由现金流AMRNASPN
| Q1 26 | — | — | ||
| Q4 25 | — | $13.7M | ||
| Q3 25 | — | $5.9M | ||
| Q2 25 | — | $-16.8M | ||
| Q1 25 | — | $-7.4M | ||
| Q4 24 | — | $20.9M | ||
| Q3 24 | — | $-50.0K | ||
| Q2 24 | — | $-18.0M |
自由现金流率AMRNASPN
| Q1 26 | — | — | ||
| Q4 25 | — | 33.1% | ||
| Q3 25 | — | 8.1% | ||
| Q2 25 | — | -21.6% | ||
| Q1 25 | — | -9.4% | ||
| Q4 24 | — | 17.0% | ||
| Q3 24 | — | -0.0% | ||
| Q2 24 | — | -15.3% |
资本支出强度AMRNASPN
| Q1 26 | — | — | ||
| Q4 25 | — | 6.0% | ||
| Q3 25 | — | 12.5% | ||
| Q2 25 | — | 16.5% | ||
| Q1 25 | — | 16.5% | ||
| Q4 24 | — | 12.0% | ||
| Q3 24 | — | 17.7% | ||
| Q2 24 | — | 21.1% |
现金转化率AMRNASPN
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 3.14× | ||
| Q3 24 | — | — | ||
| Q2 24 | -1.81× | 0.41× |
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
AMRN
| U.S | $35.6M | 79% |
| Europe | $4.9M | 11% |
| Rest-of-World (ROW) | $2.8M | 6% |
| Licensing & Royalties | $1.8M | 4% |
ASPN
| Energy Industrial | $14.5M | 35% |
| Other | $13.9M | 34% |
| Thermal Barrier | $12.9M | 31% |
