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ANAPTYSBIO, INC（ANAB）与Rapid7, Inc.（RPD）财务数据对比。点击上方公司名可切换其他公司
Rapid7, Inc.的季度营收约是ANAPTYSBIO, INC的1.9倍（$209.7M vs $108.2M），ANAPTYSBIO, INC净利率更高（45.8% vs 0.5%，领先45.3%），ANAPTYSBIO, INC同比增速更快（151.1% vs -0.3%），Rapid7, Inc.自由现金流更多（$125.0M vs $98.0M），过去两年ANAPTYSBIO, INC的营收复合增速更高（288.3% vs 0.4%）
AnaptysBio是一家处于临床阶段的生物技术企业，专注于开发适用于炎症疾病、肿瘤免疫及罕见病领域的抗体类免疫疗法，主要面向美国市场，推进创新候选药物管线研发以满足未被满足的临床需求。
Rapid7是全球领先的网络安全企业，提供漏洞管理、威胁检测与响应、云安全、安全分析等全系列安全解决方案，服务全球科技、医疗、金融、制造等行业的各类规模企业及公共部门客户，助力客户高效识别、应对和缓解网络安全风险。
ANAB vs RPD — 直观对比
营收规模更大
RPD
是对方的1.9倍
$108.2M
营收增速更快
ANAB
高出151.3%
-0.3%
净利率更高
ANAB
高出45.3%
0.5%
自由现金流更多
RPD
多$27.0M
$98.0M
两年增速更快
ANAB
近两年复合增速
0.4%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $108.2M | $209.7M |
| 净利润 | $49.6M | $1.1M |
| 毛利率 | — | 69.1% |
| 营业利润率 | 61.8% | 30.6% |
| 净利率 | 45.8% | 0.5% |
| 营收同比 | 151.1% | -0.3% |
| 净利润同比 | 327.8% | -66.7% |
| 每股收益（稀释后） | $1.64 | $0.02 |
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ANABRPD
| Q1 26 | — | $209.7M | ||
| Q4 25 | $108.2M | $217.4M | ||
| Q3 25 | $76.3M | $218.0M | ||
| Q2 25 | $22.3M | $214.2M | ||
| Q1 25 | $27.8M | $210.3M | ||
| Q4 24 | $43.1M | $216.3M | ||
| Q3 24 | $30.0M | $214.7M | ||
| Q2 24 | $11.0M | $208.0M |
净利润ANABRPD
| Q1 26 | — | $1.1M | ||
| Q4 25 | $49.6M | $3.1M | ||
| Q3 25 | $15.1M | $9.8M | ||
| Q2 25 | $-38.6M | $8.3M | ||
| Q1 25 | $-39.3M | $2.1M | ||
| Q4 24 | $-21.8M | $2.2M | ||
| Q3 24 | $-32.9M | $15.4M | ||
| Q2 24 | $-46.7M | $6.5M |
毛利率ANABRPD
| Q1 26 | — | 69.1% | ||
| Q4 25 | — | 68.9% | ||
| Q3 25 | — | 70.2% | ||
| Q2 25 | — | 70.6% | ||
| Q1 25 | — | 71.7% | ||
| Q4 24 | — | 69.5% | ||
| Q3 24 | — | 70.6% | ||
| Q2 24 | — | 70.7% |
营业利润率ANABRPD
| Q1 26 | — | 30.6% | ||
| Q4 25 | 61.8% | 1.0% | ||
| Q3 25 | 45.5% | 2.7% | ||
| Q2 25 | -117.5% | 1.6% | ||
| Q1 25 | -99.2% | -0.0% | ||
| Q4 24 | -22.4% | 3.4% | ||
| Q3 24 | -75.8% | 6.0% | ||
| Q2 24 | -367.5% | 2.5% |
净利率ANABRPD
| Q1 26 | — | 0.5% | ||
| Q4 25 | 45.8% | 1.4% | ||
| Q3 25 | 19.8% | 4.5% | ||
| Q2 25 | -173.5% | 3.9% | ||
| Q1 25 | -141.6% | 1.0% | ||
| Q4 24 | -50.5% | 1.0% | ||
| Q3 24 | -109.4% | 7.2% | ||
| Q2 24 | -425.3% | 3.1% |
每股收益（稀释后）ANABRPD
| Q1 26 | — | $0.02 | ||
| Q4 25 | $1.64 | $0.05 | ||
| Q3 25 | $0.52 | $0.15 | ||
| Q2 25 | $-1.34 | $0.13 | ||
| Q1 25 | $-1.28 | $0.03 | ||
| Q4 24 | $-0.63 | $0.08 | ||
| Q3 24 | $-1.14 | $0.21 | ||
| Q2 24 | $-1.71 | $0.09 |
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 | $238.2M | $670.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $37.2M | $174.8M |
| 总资产 | $364.4M | $1.7B |
| 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ANABRPD
| Q1 26 | — | $670.3M | ||
| Q4 25 | $238.2M | $474.7M | ||
| Q3 25 | $109.8M | $407.1M | ||
| Q2 25 | $44.3M | $511.7M | ||
| Q1 25 | $98.6M | $493.5M | ||
| Q4 24 | $123.1M | $521.7M | ||
| Q3 24 | $191.6M | $443.7M | ||
| Q2 24 | $71.8M | $442.6M |
股东权益ANABRPD
| Q1 26 | — | $174.8M | ||
| Q4 25 | $37.2M | $154.7M | ||
| Q3 25 | $-29.4M | $127.2M | ||
| Q2 25 | $-44.7M | $90.4M | ||
| Q1 25 | $34.0M | $52.7M | ||
| Q4 24 | $70.9M | $17.7M | ||
| Q3 24 | $84.4M | $-5.1M | ||
| Q2 24 | $9.9M | $-52.6M |
总资产ANABRPD
| Q1 26 | — | $1.7B | ||
| Q4 25 | $364.4M | $1.7B | ||
| Q3 25 | $353.1M | $1.7B | ||
| Q2 25 | $335.3M | $1.6B | ||
| Q1 25 | $422.1M | $1.6B | ||
| Q4 24 | $483.8M | $1.7B | ||
| Q3 24 | $493.4M | $1.6B | ||
| Q2 24 | $427.4M | $1.5B |
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 | $98.0M | $39.8M |
| 自由现金流经营现金流 - 资本支出 | $98.0M | $125.0M |
| 自由现金流率自由现金流/营收 | 90.5% | 59.6% |
| 资本支出强度资本支出/营收 | 0.0% | — |
| 现金转化率经营现金流/净利润 | 1.98× | 35.24× |
| 过去12个月自由现金流最近4个季度 | $19.6M | $242.8M |
8季度趋势，按日历期对齐
经营现金流ANABRPD
| Q1 26 | — | $39.8M | ||
| Q4 25 | $98.0M | $37.6M | ||
| Q3 25 | $-27.4M | $39.0M | ||
| Q2 25 | $-40.2M | $47.5M | ||
| Q1 25 | $-10.7M | $29.8M | ||
| Q4 24 | $-66.7M | $63.8M | ||
| Q3 24 | $-10.1M | $44.0M | ||
| Q2 24 | $-21.3M | $32.9M |
自由现金流ANABRPD
| Q1 26 | — | $125.0M | ||
| Q4 25 | $98.0M | $36.4M | ||
| Q3 25 | $-27.4M | $34.8M | ||
| Q2 25 | $-40.3M | $46.6M | ||
| Q1 25 | $-10.7M | $28.4M | ||
| Q4 24 | $-66.9M | $62.6M | ||
| Q3 24 | $-10.1M | $42.6M | ||
| Q2 24 | $-21.4M | $32.6M |
自由现金流率ANABRPD
| Q1 26 | — | 59.6% | ||
| Q4 25 | 90.5% | 16.8% | ||
| Q3 25 | -35.9% | 16.0% | ||
| Q2 25 | -180.9% | 21.8% | ||
| Q1 25 | -38.7% | 13.5% | ||
| Q4 24 | -155.3% | 28.9% | ||
| Q3 24 | -33.7% | 19.9% | ||
| Q2 24 | -194.6% | 15.7% |
资本支出强度ANABRPD
| Q1 26 | — | — | ||
| Q4 25 | 0.0% | 0.5% | ||
| Q3 25 | 0.0% | 1.9% | ||
| Q2 25 | 0.2% | 0.4% | ||
| Q1 25 | 0.1% | 0.6% | ||
| Q4 24 | 0.6% | 0.5% | ||
| Q3 24 | 0.1% | 0.6% | ||
| Q2 24 | 0.3% | 0.1% |
现金转化率ANABRPD
| Q1 26 | — | 35.24× | ||
| Q4 25 | 1.98× | 12.01× | ||
| Q3 25 | -1.81× | 3.97× | ||
| Q2 25 | — | 5.70× | ||
| Q1 25 | — | 14.14× | ||
| Q4 24 | — | 29.36× | ||
| Q3 24 | — | 2.85× | ||
| Q2 24 | — | 5.03× |
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
ANAB
暂无分部数据
RPD
| Product subscriptions | $204.0M | 97% |
| Other | $5.6M | 3% |
