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Amneal Pharmaceuticals, Inc.（AMRX）与Royalty Pharma plc（RPRX）财务数据对比。点击上方公司名可切换其他公司
Amneal Pharmaceuticals, Inc.的季度营收约是Royalty Pharma plc的1.3倍（$814.3M vs $622.0M），Royalty Pharma plc净利率更高（34.4% vs 4.3%，领先30.1%），Amneal Pharmaceuticals, Inc.同比增速更快（11.5% vs 4.8%），过去两年Amneal Pharmaceuticals, Inc.的营收复合增速更高（11.1% vs 4.6%）
Amneal Pharmaceuticals是一家美国上市制药企业，核心业务涵盖仿制药及专科药物的研发、生产与分销，总部位于新泽西州布里奇沃特，是美国规模最大的仿制药生产商之一。
本公司是总部位于美国马萨诸塞州剑桥市的临床阶段生物制药企业，专注于研发可调节转化生长因子β（TGF-β）超家族蛋白的药物，该类蛋白在红细胞、肌肉、骨骼、血管等细胞与组织的生长修复过程中发挥核心作用。
AMRX vs RPRX — 直观对比
营收规模更大
AMRX
是对方的1.3倍
$622.0M
营收增速更快
AMRX
高出6.7%
4.8%
净利率更高
RPRX
高出30.1%
4.3%
两年增速更快
AMRX
近两年复合增速
4.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $814.3M | $622.0M |
| 净利润 | $35.1M | $214.2M |
| 毛利率 | 36.5% | — |
| 营业利润率 | 13.8% | 62.4% |
| 净利率 | 4.3% | 34.4% |
| 营收同比 | 11.5% | 4.8% |
| 净利润同比 | 212.9% | 2.9% |
| 每股收益（稀释后） | $0.10 | $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AMRXRPRX
| Q4 25 | $814.3M | $622.0M | ||
| Q3 25 | $784.5M | $609.3M | ||
| Q2 25 | $724.5M | $578.7M | ||
| Q1 25 | $695.4M | $568.2M | ||
| Q4 24 | $730.5M | $593.6M | ||
| Q3 24 | $702.5M | $564.7M | ||
| Q2 24 | $701.8M | $537.3M | ||
| Q1 24 | $659.2M | $568.0M |
净利润AMRXRPRX
| Q4 25 | $35.1M | $214.2M | ||
| Q3 25 | $2.4M | $288.2M | ||
| Q2 25 | $22.4M | $30.2M | ||
| Q1 25 | $12.2M | $238.3M | ||
| Q4 24 | $-31.1M | $208.2M | ||
| Q3 24 | $-156.0K | $544.0M | ||
| Q2 24 | $6.0M | $102.0M | ||
| Q1 24 | $-91.6M | $4.8M |
毛利率AMRXRPRX
| Q4 25 | 36.5% | — | ||
| Q3 25 | 34.9% | — | ||
| Q2 25 | 39.5% | — | ||
| Q1 25 | 36.8% | — | ||
| Q4 24 | 36.0% | — | ||
| Q3 24 | 38.4% | — | ||
| Q2 24 | 35.6% | — | ||
| Q1 24 | 36.1% | — |
营业利润率AMRXRPRX
| Q4 25 | 13.8% | 62.4% | ||
| Q3 25 | 9.0% | 70.1% | ||
| Q2 25 | 15.4% | 36.3% | ||
| Q1 25 | 14.4% | 94.0% | ||
| Q4 24 | 10.4% | 60.9% | ||
| Q3 24 | 12.6% | — | ||
| Q2 24 | 13.6% | 50.2% | ||
| Q1 24 | -1.6% | -13.0% |
净利率AMRXRPRX
| Q4 25 | 4.3% | 34.4% | ||
| Q3 25 | 0.3% | 47.3% | ||
| Q2 25 | 3.1% | 5.2% | ||
| Q1 25 | 1.8% | 41.9% | ||
| Q4 24 | -4.3% | 35.1% | ||
| Q3 24 | -0.0% | 96.3% | ||
| Q2 24 | 0.9% | 19.0% | ||
| Q1 24 | -13.9% | 0.8% |
每股收益（稀释后）AMRXRPRX
| Q4 25 | $0.10 | $0.49 | ||
| Q3 25 | $0.01 | $0.67 | ||
| Q2 25 | $0.07 | $0.07 | ||
| Q1 25 | $0.04 | $0.55 | ||
| Q4 24 | $-0.10 | $0.46 | ||
| Q3 24 | $0.00 | $1.21 | ||
| Q2 24 | $0.02 | $0.23 | ||
| Q1 24 | $-0.30 | $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 | $282.0M | $618.7M |
| 总债务越低越好 | $2.6B | $9.0B |
| 股东权益账面价值 | $-70.8M | $9.7B |
| 总资产 | $3.7B | $19.6B |
| 负债/权益比越低杠杆越低 | — | 0.92× |
8季度趋势，按日历期对齐
现金及短期投资AMRXRPRX
| Q4 25 | $282.0M | $618.7M | ||
| Q3 25 | $201.2M | $938.9M | ||
| Q2 25 | $71.5M | $631.9M | ||
| Q1 25 | $59.2M | $1.1B | ||
| Q4 24 | $110.6M | $929.0M | ||
| Q3 24 | $74.0M | $950.1M | ||
| Q2 24 | $43.8M | $1.8B | ||
| Q1 24 | $46.5M | $843.0M |
总债务AMRXRPRX
| Q4 25 | $2.6B | $9.0B | ||
| Q3 25 | $2.6B | $8.9B | ||
| Q2 25 | $2.2B | $8.0B | ||
| Q1 25 | $2.2B | $7.6B | ||
| Q4 24 | $2.4B | $7.6B | ||
| Q3 24 | $2.4B | $7.6B | ||
| Q2 24 | $2.4B | $7.6B | ||
| Q1 24 | $2.4B | $6.1B |
股东权益AMRXRPRX
| Q4 25 | $-70.8M | $9.7B | ||
| Q3 25 | $-109.5M | $9.6B | ||
| Q2 25 | $-112.1M | $9.5B | ||
| Q1 25 | $-131.7M | $9.8B | ||
| Q4 24 | $-109.3M | $10.3B | ||
| Q3 24 | $-93.4M | $10.3B | ||
| Q2 24 | $-57.5M | $9.8B | ||
| Q1 24 | $-63.7M | $9.9B |
总资产AMRXRPRX
| Q4 25 | $3.7B | $19.6B | ||
| Q3 25 | $3.6B | $19.3B | ||
| Q2 25 | $3.4B | $18.3B | ||
| Q1 25 | $3.4B | $17.6B | ||
| Q4 24 | $3.5B | $18.2B | ||
| Q3 24 | $3.5B | $18.0B | ||
| Q2 24 | $3.5B | $17.7B | ||
| Q1 24 | $3.5B | $16.1B |
负债/权益比AMRXRPRX
| Q4 25 | — | 0.92× | ||
| Q3 25 | — | 0.93× | ||
| Q2 25 | — | 0.84× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 0.74× | ||
| Q2 24 | — | 0.78× | ||
| Q1 24 | — | 0.62× |
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 | $130.3M | $827.1M |
| 自由现金流经营现金流 - 资本支出 | $108.5M | — |
| 自由现金流率自由现金流/营收 | 13.3% | — |
| 资本支出强度资本支出/营收 | 2.7% | — |
| 现金转化率经营现金流/净利润 | 3.72× | 3.86× |
| 过去12个月自由现金流最近4个季度 | $269.9M | — |
8季度趋势，按日历期对齐
经营现金流AMRXRPRX
| Q4 25 | $130.3M | $827.1M | ||
| Q3 25 | $118.5M | $702.6M | ||
| Q2 25 | $83.8M | $364.0M | ||
| Q1 25 | $7.4M | $596.1M | ||
| Q4 24 | $118.1M | $742.5M | ||
| Q3 24 | $141.8M | $703.6M | ||
| Q2 24 | $39.7M | $658.2M | ||
| Q1 24 | $-4.4M | $664.6M |
自由现金流AMRXRPRX
| Q4 25 | $108.5M | — | ||
| Q3 25 | $106.2M | — | ||
| Q2 25 | $61.0M | — | ||
| Q1 25 | $-5.8M | — | ||
| Q4 24 | $102.9M | — | ||
| Q3 24 | $124.8M | — | ||
| Q2 24 | $29.0M | — | ||
| Q1 24 | $-13.6M | — |
自由现金流率AMRXRPRX
| Q4 25 | 13.3% | — | ||
| Q3 25 | 13.5% | — | ||
| Q2 25 | 8.4% | — | ||
| Q1 25 | -0.8% | — | ||
| Q4 24 | 14.1% | — | ||
| Q3 24 | 17.8% | — | ||
| Q2 24 | 4.1% | — | ||
| Q1 24 | -2.1% | — |
资本支出强度AMRXRPRX
| Q4 25 | 2.7% | — | ||
| Q3 25 | 1.6% | — | ||
| Q2 25 | 3.2% | — | ||
| Q1 25 | 1.9% | — | ||
| Q4 24 | 2.1% | — | ||
| Q3 24 | 2.4% | — | ||
| Q2 24 | 1.5% | — | ||
| Q1 24 | 1.4% | — |
现金转化率AMRXRPRX
| Q4 25 | 3.72× | 3.86× | ||
| Q3 25 | 50.00× | 2.44× | ||
| Q2 25 | 3.74× | 12.06× | ||
| Q1 25 | 0.61× | 2.50× | ||
| Q4 24 | — | 3.57× | ||
| Q3 24 | — | 1.29× | ||
| Q2 24 | 6.62× | 6.45× | ||
| Q1 24 | — | 139.10× |
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
AMRX
| Oral Solid | $188.7M | 23% |
| Distribution Service | $107.7M | 13% |
| Central Nervous System | $104.8M | 13% |
| Government Label | $86.8M | 11% |
| Other Dosage Forms | $68.2M | 8% |
| Transdermal | $56.1M | 7% |
| Hormonal Allergy | $47.6M | 6% |
| Ephinephrine Auto Injector | $39.1M | 5% |
| Injectable | $37.4M | 5% |
| Other | $33.6M | 4% |
| Biosimilar | $29.4M | 4% |
| Selling General And Administrative Expenses | $14.9M | 2% |
RPRX
| Financial Royalty Assets | $592.4M | 95% |
| Royalty Income Other | $29.6M | 5% |
