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Amarin Corp plc(AMRN)与KKR Real Estate Finance Trust Inc.(KREF)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KKR Real Estate Finance Trust Inc.的1.7倍($45.1M vs $25.8M),Amarin Corp plc净利率更高(-23.3% vs -101.7%,领先78.5%),Amarin Corp plc同比增速更快(7.0% vs -26.6%),过去两年Amarin Corp plc的营收复合增速更高(-18.3% vs -18.8%)
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)。
KKR房地产金融信托公司是全球投资机构KKR旗下的专业房地产金融平台,主要发起、收购并管理优先担保商业地产贷款组合,抵押物多为美国各地的优质机构级商业地产,通过贷款利息收入为投资者提供稳定的经风险调整后的回报。
AMRN vs KREF — 直观对比
营收规模更大
AMRN
是对方的1.7倍
$25.8M
营收增速更快
AMRN
高出33.6%
-26.6%
净利率更高
AMRN
高出78.5%
-101.7%
两年增速更快
AMRN
近两年复合增速
-18.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $45.1M | $25.8M |
| 净利润 | $-10.5M | $-26.2M |
| 毛利率 | — | — |
| 营业利润率 | 35.5% | -105.1% |
| 净利率 | -23.3% | -101.7% |
| 营收同比 | 7.0% | -26.6% |
| 净利润同比 | 33.0% | -229.6% |
| 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
AMRN
KREF
| Q1 26 | $45.1M | — | ||
| Q4 25 | $49.2M | $25.8M | ||
| Q3 25 | $49.7M | $25.3M | ||
| Q2 25 | $72.7M | $30.2M | ||
| Q1 25 | $42.0M | $31.3M | ||
| Q4 24 | $62.3M | $35.1M | ||
| Q3 24 | $42.3M | $37.0M | ||
| Q2 24 | $67.5M | $40.4M |
净利润
AMRN
KREF
| Q1 26 | $-10.5M | — | ||
| Q4 25 | $-1.2M | $-26.2M | ||
| Q3 25 | $-7.7M | $13.8M | ||
| Q2 25 | $-14.1M | $-29.7M | ||
| Q1 25 | $-15.7M | $-4.9M | ||
| Q4 24 | $-48.6M | $20.3M | ||
| Q3 24 | $-25.1M | $-7.4M | ||
| Q2 24 | $1.5M | $25.8M |
毛利率
AMRN
KREF
| Q1 26 | — | — | ||
| Q4 25 | 47.1% | — | ||
| Q3 25 | 44.7% | — | ||
| Q2 25 | 69.2% | — | ||
| Q1 25 | 59.8% | — | ||
| Q4 24 | -15.4% | — | ||
| Q3 24 | 38.5% | — | ||
| Q2 24 | 63.4% | — |
营业利润率
AMRN
KREF
| Q1 26 | 35.5% | — | ||
| Q4 25 | -12.9% | -105.1% | ||
| Q3 25 | -22.4% | 50.4% | ||
| Q2 25 | -22.0% | -101.3% | ||
| Q1 25 | -39.9% | -18.3% | ||
| Q4 24 | -84.3% | 55.8% | ||
| Q3 24 | -59.5% | -19.6% | ||
| Q2 24 | -0.8% | 63.3% |
净利率
AMRN
KREF
| Q1 26 | -23.3% | — | ||
| Q4 25 | -2.5% | -101.7% | ||
| Q3 25 | -15.6% | 54.4% | ||
| Q2 25 | -19.4% | -98.5% | ||
| Q1 25 | -37.4% | -15.5% | ||
| Q4 24 | -78.0% | 57.7% | ||
| Q3 24 | -59.4% | -20.0% | ||
| Q2 24 | 2.3% | 63.9% |
每股收益(稀释后)
AMRN
KREF
| Q1 26 | — | — | ||
| Q4 25 | $0.00 | $-0.49 | ||
| Q3 25 | $-0.02 | $0.12 | ||
| Q2 25 | $-0.03 | $-0.53 | ||
| Q1 25 | $-0.04 | $-0.15 | ||
| Q4 24 | $-0.12 | $0.22 | ||
| Q3 24 | $-0.06 | $-0.19 | ||
| Q2 24 | $0.00 | $0.29 |
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 | $84.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $1.2B |
| 总资产 | $645.8M | $6.5B |
| 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
KREF
| Q1 26 | $307.8M | — | ||
| Q4 25 | $302.6M | $84.6M | ||
| Q3 25 | $286.6M | $204.1M | ||
| Q2 25 | $298.7M | $107.7M | ||
| Q1 25 | $281.8M | $106.4M | ||
| Q4 24 | $294.2M | $104.9M | ||
| Q3 24 | $305.7M | $108.8M | ||
| Q2 24 | $306.7M | $107.2M |
股东权益
AMRN
KREF
| Q1 26 | — | — | ||
| Q4 25 | $459.3M | $1.2B | ||
| Q3 25 | $458.9M | $1.2B | ||
| Q2 25 | $464.9M | $1.2B | ||
| Q1 25 | $473.7M | $1.3B | ||
| Q4 24 | $486.2M | $1.3B | ||
| Q3 24 | $531.4M | $1.4B | ||
| Q2 24 | $551.9M | $1.4B |
总资产
AMRN
KREF
| Q1 26 | $645.8M | — | ||
| Q4 25 | $670.8M | $6.5B | ||
| Q3 25 | $659.8M | $6.5B | ||
| Q2 25 | $670.1M | $6.8B | ||
| Q1 25 | $655.7M | $6.6B | ||
| Q4 24 | $685.3M | $6.4B | ||
| Q3 24 | $750.6M | $6.8B | ||
| Q2 24 | $799.9M | $7.1B |
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 | — | $72.3M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 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
KREF
| Q1 26 | — | — | ||
| Q4 25 | $15.3M | $72.3M | ||
| Q3 25 | $-12.7M | $18.5M | ||
| Q2 25 | $16.6M | $21.1M | ||
| Q1 25 | $-12.5M | $15.9M | ||
| Q4 24 | $-13.3M | $132.6M | ||
| Q3 24 | $-2.4M | $49.1M | ||
| Q2 24 | $-2.7M | $30.6M |
现金转化率
AMRN
KREF
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 1.34× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 6.54× | ||
| Q3 24 | — | — | ||
| Q2 24 | -1.81× | 1.19× |
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% |
KREF
暂无分部数据