vs
Amarin Corp plc（AMRN）与Energy Recovery, Inc.（ERII）财务数据对比。点击上方公司名可切换其他公司
Energy Recovery, Inc.的季度营收约是Amarin Corp plc的1.5倍（$66.9M vs $45.1M），Energy Recovery, Inc.净利率更高（40.2% vs -23.3%，领先63.5%），Amarin Corp plc同比增速更快（7.0% vs -0.3%），过去两年Energy Recovery, Inc.的营收复合增速更高（8.1% vs -18.3%）
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）。
Energy Recovery, Inc.是一家美国制造商，专注生产为水务及二氧化碳制冷行业提供的能量回收装置，产品可帮助相关行业在工艺流程中回收利用富余能量，助力客户降低能耗成本，提升运营的绿色低碳水平，在细分领域拥有领先的技术积累。
AMRN vs ERII — 直观对比
营收规模更大
ERII
是对方的1.5倍
$45.1M
营收增速更快
AMRN
高出7.3%
-0.3%
净利率更高
ERII
高出63.5%
-23.3%
两年增速更快
ERII
近两年复合增速
-18.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $45.1M | $66.9M |
| 净利润 | $-10.5M | $26.9M |
| 毛利率 | — | 67.2% |
| 营业利润率 | 35.5% | 46.8% |
| 净利率 | -23.3% | 40.2% |
| 营收同比 | 7.0% | -0.3% |
| 净利润同比 | 33.0% | 14.7% |
| 每股收益（稀释后） | — | $0.49 |
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AMRNERII
| Q1 26 | $45.1M | — | ||
| Q4 25 | $49.2M | $66.9M | ||
| Q3 25 | $49.7M | $32.0M | ||
| Q2 25 | $72.7M | $28.1M | ||
| Q1 25 | $42.0M | — | ||
| Q4 24 | $62.3M | $67.1M | ||
| Q3 24 | $42.3M | $38.6M | ||
| Q2 24 | $67.5M | $27.2M |
净利润AMRNERII
| Q1 26 | $-10.5M | — | ||
| Q4 25 | $-1.2M | $26.9M | ||
| Q3 25 | $-7.7M | $3.9M | ||
| Q2 25 | $-14.1M | $2.1M | ||
| Q1 25 | $-15.7M | — | ||
| Q4 24 | $-48.6M | $23.5M | ||
| Q3 24 | $-25.1M | $8.5M | ||
| Q2 24 | $1.5M | $-642.0K |
毛利率AMRNERII
| Q1 26 | — | — | ||
| Q4 25 | 47.1% | 67.2% | ||
| Q3 25 | 44.7% | 64.2% | ||
| Q2 25 | 69.2% | 64.0% | ||
| Q1 25 | 59.8% | — | ||
| Q4 24 | -15.4% | 70.2% | ||
| Q3 24 | 38.5% | 65.1% | ||
| Q2 24 | 63.4% | 64.6% |
营业利润率AMRNERII
| Q1 26 | 35.5% | — | ||
| Q4 25 | -12.9% | 46.8% | ||
| Q3 25 | -22.4% | 11.4% | ||
| Q2 25 | -22.0% | 5.3% | ||
| Q1 25 | -39.9% | — | ||
| Q4 24 | -84.3% | 38.2% | ||
| Q3 24 | -59.5% | 18.3% | ||
| Q2 24 | -0.8% | -7.4% |
净利率AMRNERII
| Q1 26 | -23.3% | — | ||
| Q4 25 | -2.5% | 40.2% | ||
| Q3 25 | -15.6% | 12.1% | ||
| Q2 25 | -19.4% | 7.3% | ||
| Q1 25 | -37.4% | — | ||
| Q4 24 | -78.0% | 35.0% | ||
| Q3 24 | -59.4% | 22.0% | ||
| Q2 24 | 2.3% | -2.4% |
每股收益（稀释后）AMRNERII
| Q1 26 | — | — | ||
| Q4 25 | $0.00 | $0.49 | ||
| Q3 25 | $-0.02 | $0.07 | ||
| Q2 25 | $-0.03 | $0.04 | ||
| Q1 25 | $-0.04 | — | ||
| Q4 24 | $-0.12 | $0.40 | ||
| Q3 24 | $-0.06 | $0.15 | ||
| Q2 24 | $0.00 | $-0.01 |
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 | $75.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $206.2M |
| 总资产 | $645.8M | $231.5M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资AMRNERII
| Q1 26 | $307.8M | — | ||
| Q4 25 | $302.6M | $75.2M | ||
| Q3 25 | $286.6M | $70.4M | ||
| Q2 25 | $298.7M | $79.5M | ||
| Q1 25 | $281.8M | — | ||
| Q4 24 | $294.2M | $78.0M | ||
| Q3 24 | $305.7M | $118.6M | ||
| Q2 24 | $306.7M | $101.0M |
股东权益AMRNERII
| Q1 26 | — | — | ||
| Q4 25 | $459.3M | $206.2M | ||
| Q3 25 | $458.9M | $180.8M | ||
| Q2 25 | $464.9M | $185.2M | ||
| Q1 25 | $473.7M | — | ||
| Q4 24 | $486.2M | $210.0M | ||
| Q3 24 | $531.4M | $233.9M | ||
| Q2 24 | $551.9M | $218.5M |
总资产AMRNERII
| Q1 26 | $645.8M | — | ||
| Q4 25 | $670.8M | $231.5M | ||
| Q3 25 | $659.8M | $209.6M | ||
| Q2 25 | $670.1M | $212.3M | ||
| Q1 25 | $655.7M | — | ||
| Q4 24 | $685.3M | $242.8M | ||
| Q3 24 | $750.6M | $262.7M | ||
| Q2 24 | $799.9M | $249.0M |
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 | — | $7.1M |
| 自由现金流经营现金流 - 资本支出 | — | $6.4M |
| 自由现金流率自由现金流/营收 | — | 9.6% |
| 资本支出强度资本支出/营收 | — | 1.0% |
| 现金转化率经营现金流/净利润 | — | 0.26× |
| 过去12个月自由现金流最近4个季度 | — | $15.8M |
8季度趋势，按日历期对齐
经营现金流AMRNERII
| Q1 26 | — | — | ||
| Q4 25 | $15.3M | $7.1M | ||
| Q3 25 | $-12.7M | $-3.1M | ||
| Q2 25 | $16.6M | $4.1M | ||
| Q1 25 | $-12.5M | — | ||
| Q4 24 | $-13.3M | $9.0M | ||
| Q3 24 | $-2.4M | $-3.0M | ||
| Q2 24 | $-2.7M | $8.1M |
自由现金流AMRNERII
| Q1 26 | — | — | ||
| Q4 25 | — | $6.4M | ||
| Q3 25 | — | $-3.5M | ||
| Q2 25 | — | $4.0M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $8.9M | ||
| Q3 24 | — | $-3.2M | ||
| Q2 24 | — | $7.9M |
自由现金流率AMRNERII
| Q1 26 | — | — | ||
| Q4 25 | — | 9.6% | ||
| Q3 25 | — | -10.9% | ||
| Q2 25 | — | 14.3% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 13.2% | ||
| Q3 24 | — | -8.2% | ||
| Q2 24 | — | 28.9% |
资本支出强度AMRNERII
| Q1 26 | — | — | ||
| Q4 25 | — | 1.0% | ||
| Q3 25 | — | 1.1% | ||
| Q2 25 | — | 0.5% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.2% | ||
| Q3 24 | — | 0.4% | ||
| Q2 24 | — | 0.7% |
现金转化率AMRNERII
| Q1 26 | — | — | ||
| Q4 25 | — | 0.26× | ||
| Q3 25 | — | -0.81× | ||
| Q2 25 | — | 2.02× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.38× | ||
| Q3 24 | — | -0.35× | ||
| Q2 24 | -1.81× | — |
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% |
ERII
| Water Segment | $38.6M | 58% |
| Other | $11.0M | 16% |
| Original Equipment Manufacturer | $10.6M | 16% |
| Aftermarket | $6.6M | 10% |
