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Amarin Corp plc（AMRN）与MP Materials Corp.（MP）财务数据对比。点击上方公司名可切换其他公司
MP Materials Corp.的季度营收约是Amarin Corp plc的1.2倍（$52.7M vs $45.1M），MP Materials Corp.净利率更高（17.9% vs -23.3%，领先41.2%），Amarin Corp plc同比增速更快（7.0% vs -13.6%），过去两年MP Materials Corp.的营收复合增速更高（4.0% 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）。
MP Materials Corp.是总部位于美国的稀土材料生产商，拥有并运营加利福尼亚州芒廷帕斯矿，这是西半球唯一在产的稀土开采及加工设施，所产核心材料可广泛应用于电动汽车、风力发电机、国防工业等多个关键领域。
AMRN vs MP — 直观对比
营收规模更大
MP
是对方的1.2倍
$45.1M
营收增速更快
AMRN
高出20.6%
-13.6%
净利率更高
MP
高出41.2%
-23.3%
两年增速更快
MP
近两年复合增速
-18.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $45.1M | $52.7M |
| 净利润 | $-10.5M | $9.4M |
| 毛利率 | — | — |
| 营业利润率 | 35.5% | -7.0% |
| 净利率 | -23.3% | 17.9% |
| 营收同比 | 7.0% | -13.6% |
| 净利润同比 | 33.0% | 142.2% |
| 每股收益（稀释后） | — | $0.07 |
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AMRNMP
| Q1 26 | $45.1M | — | ||
| Q4 25 | $49.2M | $52.7M | ||
| Q3 25 | $49.7M | $53.6M | ||
| Q2 25 | $72.7M | $57.4M | ||
| Q1 25 | $42.0M | $60.8M | ||
| Q4 24 | $62.3M | $61.0M | ||
| Q3 24 | $42.3M | $62.9M | ||
| Q2 24 | $67.5M | $31.3M |
净利润AMRNMP
| Q1 26 | $-10.5M | — | ||
| Q4 25 | $-1.2M | $9.4M | ||
| Q3 25 | $-7.7M | $-41.8M | ||
| Q2 25 | $-14.1M | $-30.9M | ||
| Q1 25 | $-15.7M | $-22.6M | ||
| Q4 24 | $-48.6M | $-22.3M | ||
| Q3 24 | $-25.1M | $-25.5M | ||
| Q2 24 | $1.5M | $-34.1M |
毛利率AMRNMP
| 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AMRNMP
| Q1 26 | 35.5% | — | ||
| Q4 25 | -12.9% | -7.0% | ||
| Q3 25 | -22.4% | -125.2% | ||
| Q2 25 | -22.0% | -76.5% | ||
| Q1 25 | -39.9% | -57.2% | ||
| Q4 24 | -84.3% | -72.1% | ||
| Q3 24 | -59.5% | -62.8% | ||
| Q2 24 | -0.8% | -171.1% |
净利率AMRNMP
| Q1 26 | -23.3% | — | ||
| Q4 25 | -2.5% | 17.9% | ||
| Q3 25 | -15.6% | -78.0% | ||
| Q2 25 | -19.4% | -53.8% | ||
| Q1 25 | -37.4% | -37.2% | ||
| Q4 24 | -78.0% | -36.6% | ||
| Q3 24 | -59.4% | -40.5% | ||
| Q2 24 | 2.3% | -108.9% |
每股收益（稀释后）AMRNMP
| Q1 26 | — | — | ||
| Q4 25 | $0.00 | $0.07 | ||
| Q3 25 | $-0.02 | $-0.24 | ||
| Q2 25 | $-0.03 | $-0.19 | ||
| Q1 25 | $-0.04 | $-0.14 | ||
| Q4 24 | $-0.12 | $-0.12 | ||
| Q3 24 | $-0.06 | $-0.16 | ||
| 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 | $1.2B |
| 总债务越低越好 | — | $998.7M |
| 股东权益账面价值 | — | $2.0B |
| 总资产 | $645.8M | $3.9B |
| 负债/权益比越低杠杆越低 | — | 0.50× |
8季度趋势，按日历期对齐
现金及短期投资AMRNMP
| Q1 26 | $307.8M | — | ||
| Q4 25 | $302.6M | $1.2B | ||
| Q3 25 | $286.6M | $1.1B | ||
| Q2 25 | $298.7M | $261.5M | ||
| Q1 25 | $281.8M | $198.3M | ||
| Q4 24 | $294.2M | $282.4M | ||
| Q3 24 | $305.7M | $284.4M | ||
| Q2 24 | $306.7M | $295.6M |
总债务AMRNMP
| Q1 26 | — | — | ||
| Q4 25 | — | $998.7M | ||
| Q3 25 | — | $997.3M | ||
| Q2 25 | — | $910.8M | ||
| Q1 25 | — | $909.8M | ||
| Q4 24 | — | $908.7M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益AMRNMP
| Q1 26 | — | — | ||
| Q4 25 | $459.3M | $2.0B | ||
| Q3 25 | $458.9M | $2.0B | ||
| Q2 25 | $464.9M | $1.0B | ||
| Q1 25 | $473.7M | $1.0B | ||
| Q4 24 | $486.2M | $1.1B | ||
| Q3 24 | $531.4M | $1.1B | ||
| Q2 24 | $551.9M | $1.1B |
总资产AMRNMP
| Q1 26 | $645.8M | — | ||
| Q4 25 | $670.8M | $3.9B | ||
| Q3 25 | $659.8M | $3.8B | ||
| Q2 25 | $670.1M | $2.3B | ||
| Q1 25 | $655.7M | $2.4B | ||
| Q4 24 | $685.3M | $2.3B | ||
| Q3 24 | $750.6M | $2.3B | ||
| Q2 24 | $799.9M | $2.4B |
负债/权益比AMRNMP
| Q1 26 | — | — | ||
| Q4 25 | — | 0.50× | ||
| Q3 25 | — | 0.51× | ||
| Q2 25 | — | 0.90× | ||
| Q1 25 | — | 0.88× | ||
| Q4 24 | — | 0.86× | ||
| Q3 24 | — | — | ||
| 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 | — | $-46.9M |
| 自由现金流经营现金流 - 资本支出 | — | $-109.3M |
| 自由现金流率自由现金流/营收 | — | -207.4% |
| 资本支出强度资本支出/营收 | — | 118.5% |
| 现金转化率经营现金流/净利润 | — | -4.97× |
| 过去12个月自由现金流最近4个季度 | — | $-328.1M |
8季度趋势，按日历期对齐
经营现金流AMRNMP
| Q1 26 | — | — | ||
| Q4 25 | $15.3M | $-46.9M | ||
| Q3 25 | $-12.7M | $-42.0M | ||
| Q2 25 | $16.6M | $-3.7M | ||
| Q1 25 | $-12.5M | $-63.2M | ||
| Q4 24 | $-13.3M | $30.5M | ||
| Q3 24 | $-2.4M | $-6.8M | ||
| Q2 24 | $-2.7M | $30.8M |
自由现金流AMRNMP
| Q1 26 | — | — | ||
| Q4 25 | — | $-109.3M | ||
| Q3 25 | — | $-92.5M | ||
| Q2 25 | — | $-32.7M | ||
| Q1 25 | — | $-93.7M | ||
| Q4 24 | — | $-11.2M | ||
| Q3 24 | — | $-53.3M | ||
| Q2 24 | — | $-15.6M |
自由现金流率AMRNMP
| Q1 26 | — | — | ||
| Q4 25 | — | -207.4% | ||
| Q3 25 | — | -172.8% | ||
| Q2 25 | — | -56.9% | ||
| Q1 25 | — | -154.0% | ||
| Q4 24 | — | -18.3% | ||
| Q3 24 | — | -84.7% | ||
| Q2 24 | — | -50.1% |
资本支出强度AMRNMP
| Q1 26 | — | — | ||
| Q4 25 | — | 118.5% | ||
| Q3 25 | — | 94.3% | ||
| Q2 25 | — | 50.5% | ||
| Q1 25 | — | 50.1% | ||
| Q4 24 | — | 68.3% | ||
| Q3 24 | — | 73.8% | ||
| Q2 24 | — | 148.7% |
现金转化率AMRNMP
| Q1 26 | — | — | ||
| Q4 25 | — | -4.97× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| 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% |
MP
| Materials Segment | $35.6M | 68% |
| Other | $17.1M | 32% |
