vs
Amarin Corp plc(AMRN)与FARMER BROTHERS CO(FARM)财务数据对比。点击上方公司名可切换其他公司
FARMER BROTHERS CO的季度营收约是Amarin Corp plc的2.0倍($88.9M vs $45.1M),FARMER BROTHERS CO净利率更高(-5.5% vs -23.3%,领先17.8%),Amarin Corp plc同比增速更快(7.0% vs -1.2%),过去两年FARMER BROTHERS CO的营收复合增速更高(2.1% 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)。
Farmer Bros. Co.是一家总部位于美国得克萨斯州沃斯堡的餐饮服务企业,主打咖啡与茶类产品的生产分销,同时还供应约300种餐厅及其他经营场所所需的餐饮配套用品,目前由约翰·摩尔担任公司首席执行官兼总裁。
AMRN vs FARM — 直观对比
营收规模更大
FARM
是对方的2.0倍
$45.1M
营收增速更快
AMRN
高出8.2%
-1.2%
净利率更高
FARM
高出17.8%
-23.3%
两年增速更快
FARM
近两年复合增速
-18.3%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $45.1M | $88.9M |
| 净利润 | $-10.5M | $-4.9M |
| 毛利率 | — | 36.3% |
| 营业利润率 | 35.5% | -4.7% |
| 净利率 | -23.3% | -5.5% |
| 营收同比 | 7.0% | -1.2% |
| 净利润同比 | 33.0% | -2417.1% |
| 每股收益(稀释后) | — | $-0.22 |
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
AMRN
FARM
| Q1 26 | $45.1M | — | ||
| Q4 25 | $49.2M | $88.9M | ||
| Q3 25 | $49.7M | $81.6M | ||
| Q2 25 | $72.7M | $85.1M | ||
| Q1 25 | $42.0M | $82.1M | ||
| Q4 24 | $62.3M | $90.0M | ||
| Q3 24 | $42.3M | $85.1M | ||
| Q2 24 | $67.5M | $84.4M |
净利润
AMRN
FARM
| Q1 26 | $-10.5M | — | ||
| Q4 25 | $-1.2M | $-4.9M | ||
| Q3 25 | $-7.7M | $-4.0M | ||
| Q2 25 | $-14.1M | $-4.7M | ||
| Q1 25 | $-15.7M | $-5.0M | ||
| Q4 24 | $-48.6M | $210.0K | ||
| Q3 24 | $-25.1M | $-5.0M | ||
| Q2 24 | $1.5M | $-4.6M |
毛利率
AMRN
FARM
| Q1 26 | — | — | ||
| Q4 25 | 47.1% | 36.3% | ||
| Q3 25 | 44.7% | 39.7% | ||
| Q2 25 | 69.2% | 44.9% | ||
| Q1 25 | 59.8% | 42.1% | ||
| Q4 24 | -15.4% | 43.1% | ||
| Q3 24 | 38.5% | 43.9% | ||
| Q2 24 | 63.4% | 38.8% |
营业利润率
AMRN
FARM
| Q1 26 | 35.5% | — | ||
| Q4 25 | -12.9% | -4.7% | ||
| Q3 25 | -22.4% | -3.9% | ||
| Q2 25 | -22.0% | 4.6% | ||
| Q1 25 | -39.9% | -4.3% | ||
| Q4 24 | -84.3% | 1.1% | ||
| Q3 24 | -59.5% | -3.3% | ||
| Q2 24 | -0.8% | -4.9% |
净利率
AMRN
FARM
| Q1 26 | -23.3% | — | ||
| Q4 25 | -2.5% | -5.5% | ||
| Q3 25 | -15.6% | -4.9% | ||
| Q2 25 | -19.4% | -5.6% | ||
| Q1 25 | -37.4% | -6.1% | ||
| Q4 24 | -78.0% | 0.2% | ||
| Q3 24 | -59.4% | -5.9% | ||
| Q2 24 | 2.3% | -5.4% |
每股收益(稀释后)
AMRN
FARM
| Q1 26 | — | — | ||
| Q4 25 | $0.00 | $-0.22 | ||
| Q3 25 | $-0.02 | $-0.19 | ||
| Q2 25 | $-0.03 | $-0.22 | ||
| Q1 25 | $-0.04 | $-0.23 | ||
| Q4 24 | $-0.12 | $0.01 | ||
| Q3 24 | $-0.06 | $-0.24 | ||
| Q2 24 | $0.00 | $-0.23 |
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 | $4.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $35.7M |
| 总资产 | $645.8M | $151.4M |
| 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
AMRN
FARM
| Q1 26 | $307.8M | — | ||
| Q4 25 | $302.6M | $4.2M | ||
| Q3 25 | $286.6M | $3.8M | ||
| Q2 25 | $298.7M | $6.8M | ||
| Q1 25 | $281.8M | $4.1M | ||
| Q4 24 | $294.2M | $5.5M | ||
| Q3 24 | $305.7M | $3.3M | ||
| Q2 24 | $306.7M | $5.8M |
股东权益
AMRN
FARM
| Q1 26 | — | — | ||
| Q4 25 | $459.3M | $35.7M | ||
| Q3 25 | $458.9M | $40.0M | ||
| Q2 25 | $464.9M | $43.5M | ||
| Q1 25 | $473.7M | $37.3M | ||
| Q4 24 | $486.2M | $41.5M | ||
| Q3 24 | $531.4M | $40.9M | ||
| Q2 24 | $551.9M | $45.5M |
总资产
AMRN
FARM
| Q1 26 | $645.8M | — | ||
| Q4 25 | $670.8M | $151.4M | ||
| Q3 25 | $659.8M | $158.8M | ||
| Q2 25 | $670.1M | $161.2M | ||
| Q1 25 | $655.7M | $163.2M | ||
| Q4 24 | $685.3M | $179.1M | ||
| Q3 24 | $750.6M | $182.0M | ||
| Q2 24 | $799.9M | $185.2M |
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 | — | $-786.0K |
| 自由现金流经营现金流 - 资本支出 | — | $-2.6M |
| 自由现金流率自由现金流/营收 | — | -2.9% |
| 资本支出强度资本支出/营收 | — | 2.1% |
| 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 | — | — |
8季度趋势,按日历期对齐
经营现金流
AMRN
FARM
| Q1 26 | — | — | ||
| Q4 25 | $15.3M | $-786.0K | ||
| Q3 25 | $-12.7M | $-5.0M | ||
| Q2 25 | $16.6M | $9.7M | ||
| Q1 25 | $-12.5M | $1.3M | ||
| Q4 24 | $-13.3M | $2.6M | ||
| Q3 24 | $-2.4M | $2.5M | ||
| Q2 24 | $-2.7M | $-995.0K |
自由现金流
AMRN
FARM
| Q1 26 | — | — | ||
| Q4 25 | — | $-2.6M | ||
| Q3 25 | — | $-6.9M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $-684.0K | ||
| Q4 24 | — | $521.0K | ||
| Q3 24 | — | $-837.0K | ||
| Q2 24 | — | — |
自由现金流率
AMRN
FARM
| Q1 26 | — | — | ||
| Q4 25 | — | -2.9% | ||
| Q3 25 | — | -8.5% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | -0.8% | ||
| Q4 24 | — | 0.6% | ||
| Q3 24 | — | -1.0% | ||
| Q2 24 | — | — |
资本支出强度
AMRN
FARM
| Q1 26 | — | — | ||
| Q4 25 | — | 2.1% | ||
| Q3 25 | — | 2.4% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 2.4% | ||
| Q4 24 | — | 2.3% | ||
| Q3 24 | — | 3.9% | ||
| Q2 24 | — | — |
现金转化率
AMRN
FARM
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 12.16× | ||
| Q3 24 | — | — | ||
| 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% |
FARM
| Coffee Roasted | $45.5M | 51% |
| Tea Iced Hot | $23.3M | 26% |
| Culinary | $14.1M | 16% |
| Spice | $4.9M | 5% |
| Fuel Surcharge | $1.2M | 1% |