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ANAPTYSBIO, INC（ANAB）与Travere Therapeutics, Inc.（TVTX）财务数据对比。点击上方公司名可切换其他公司
Travere Therapeutics, Inc.的季度营收约是ANAPTYSBIO, INC的1.2倍（$129.7M vs $108.2M），ANAPTYSBIO, INC同比增速更快（151.1% vs 73.4%），过去两年ANAPTYSBIO, INC的营收复合增速更高（288.3% vs 77.0%）
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。
Travere Therapeutics是一家全球生物制药企业，专注于为罹患罕见、严重且危及生命疾病的患者开发和商业化创新疗法，核心覆盖罕见肾病、肝病及代谢疾病领域，业务覆盖北美、欧洲等主要市场。
ANAB vs TVTX — 直观对比
营收规模更大
TVTX
是对方的1.2倍
$108.2M
营收增速更快
ANAB
高出77.7%
73.4%
两年增速更快
ANAB
近两年复合增速
77.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $108.2M | $129.7M |
| 净利润 | $49.6M | — |
| 毛利率 | — | 98.0% |
| 营业利润率 | 61.8% | -25.0% |
| 净利率 | 45.8% | — |
| 营收同比 | 151.1% | 73.4% |
| 净利润同比 | 327.8% | — |
| 每股收益（稀释后） | $1.64 | $0.04 |
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ANABTVTX
| Q4 25 | $108.2M | $129.7M | ||
| Q3 25 | $76.3M | $164.9M | ||
| Q2 25 | $22.3M | $114.4M | ||
| Q1 25 | $27.8M | $81.7M | ||
| Q4 24 | $43.1M | $74.8M | ||
| Q3 24 | $30.0M | $62.9M | ||
| Q2 24 | $11.0M | $54.1M | ||
| Q1 24 | $7.2M | $41.4M |
净利润ANABTVTX
| Q4 25 | $49.6M | — | ||
| Q3 25 | $15.1M | $25.7M | ||
| Q2 25 | $-38.6M | $-12.8M | ||
| Q1 25 | $-39.3M | $-41.2M | ||
| Q4 24 | $-21.8M | — | ||
| Q3 24 | $-32.9M | $-54.8M | ||
| Q2 24 | $-46.7M | $-70.4M | ||
| Q1 24 | $-43.9M | $-136.1M |
毛利率ANABTVTX
| Q4 25 | — | 98.0% | ||
| Q3 25 | — | 99.0% | ||
| Q2 25 | — | 98.7% | ||
| Q1 25 | — | 94.3% | ||
| Q4 24 | — | 96.6% | ||
| Q3 24 | — | 97.4% | ||
| Q2 24 | — | 96.2% | ||
| Q1 24 | — | 96.4% |
营业利润率ANABTVTX
| Q4 25 | 61.8% | -25.0% | ||
| Q3 25 | 45.5% | 15.1% | ||
| Q2 25 | -117.5% | -11.1% | ||
| Q1 25 | -99.2% | -52.2% | ||
| Q4 24 | -22.4% | -81.2% | ||
| Q3 24 | -75.8% | -89.3% | ||
| Q2 24 | -367.5% | -125.1% | ||
| Q1 24 | -587.8% | -336.5% |
净利率ANABTVTX
| Q4 25 | 45.8% | — | ||
| Q3 25 | 19.8% | 15.6% | ||
| Q2 25 | -173.5% | -11.1% | ||
| Q1 25 | -141.6% | -50.4% | ||
| Q4 24 | -50.5% | — | ||
| Q3 24 | -109.4% | -87.1% | ||
| Q2 24 | -425.3% | -130.1% | ||
| Q1 24 | -612.0% | -328.9% |
每股收益（稀释后）ANABTVTX
| Q4 25 | $1.64 | $0.04 | ||
| Q3 25 | $0.52 | $0.28 | ||
| Q2 25 | $-1.34 | $-0.14 | ||
| Q1 25 | $-1.28 | $-0.47 | ||
| Q4 24 | $-0.63 | $-0.71 | ||
| Q3 24 | $-1.14 | $-0.70 | ||
| Q2 24 | $-1.71 | $-0.91 | ||
| Q1 24 | $-1.64 | $-1.76 |
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 | $93.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $37.2M | $114.8M |
| 总资产 | $364.4M | $605.2M |
| 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ANABTVTX
| Q4 25 | $238.2M | $93.0M | ||
| Q3 25 | $109.8M | $110.9M | ||
| Q2 25 | $44.3M | $75.2M | ||
| Q1 25 | $98.6M | $61.9M | ||
| Q4 24 | $123.1M | $58.5M | ||
| Q3 24 | $191.6M | $36.4M | ||
| Q2 24 | $71.8M | $32.3M | ||
| Q1 24 | $53.7M | $43.3M |
股东权益ANABTVTX
| Q4 25 | $37.2M | $114.8M | ||
| Q3 25 | $-29.4M | $73.6M | ||
| Q2 25 | $-44.7M | $32.7M | ||
| Q1 25 | $34.0M | $32.8M | ||
| Q4 24 | $70.9M | $59.1M | ||
| Q3 24 | $84.4M | $-30.5M | ||
| Q2 24 | $9.9M | $15.1M | ||
| Q1 24 | $47.8M | $74.1M |
总资产ANABTVTX
| Q4 25 | $364.4M | $605.2M | ||
| Q3 25 | $353.1M | $538.6M | ||
| Q2 25 | $335.3M | $555.3M | ||
| Q1 25 | $422.1M | $548.8M | ||
| Q4 24 | $483.8M | $594.1M | ||
| Q3 24 | $493.4M | $504.4M | ||
| Q2 24 | $427.4M | $551.1M | ||
| Q1 24 | $405.8M | $663.5M |
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 | $60.7M |
| 自由现金流经营现金流 - 资本支出 | $98.0M | — |
| 自由现金流率自由现金流/营收 | 90.5% | — |
| 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× | — |
| 过去12个月自由现金流最近4个季度 | $19.6M | — |
8季度趋势，按日历期对齐
经营现金流ANABTVTX
| Q4 25 | $98.0M | $60.7M | ||
| Q3 25 | $-27.4M | $14.3M | ||
| Q2 25 | $-40.2M | $5.0M | ||
| Q1 25 | $-10.7M | $-42.2M | ||
| Q4 24 | $-66.7M | $-35.7M | ||
| Q3 24 | $-10.1M | $-42.5M | ||
| Q2 24 | $-21.3M | $-40.2M | ||
| Q1 24 | $-37.3M | $-119.0M |
自由现金流ANABTVTX
| Q4 25 | $98.0M | — | ||
| Q3 25 | $-27.4M | $14.2M | ||
| Q2 25 | $-40.3M | — | ||
| Q1 25 | $-10.7M | — | ||
| Q4 24 | $-66.9M | — | ||
| Q3 24 | $-10.1M | — | ||
| Q2 24 | $-21.4M | $-40.3M | ||
| Q1 24 | $-37.3M | — |
自由现金流率ANABTVTX
| Q4 25 | 90.5% | — | ||
| Q3 25 | -35.9% | 8.6% | ||
| Q2 25 | -180.9% | — | ||
| Q1 25 | -38.7% | — | ||
| Q4 24 | -155.3% | — | ||
| Q3 24 | -33.7% | — | ||
| Q2 24 | -194.6% | -74.5% | ||
| Q1 24 | -519.3% | — |
资本支出强度ANABTVTX
| Q4 25 | 0.0% | — | ||
| Q3 25 | 0.0% | 0.1% | ||
| Q2 25 | 0.2% | — | ||
| Q1 25 | 0.1% | — | ||
| Q4 24 | 0.6% | — | ||
| Q3 24 | 0.1% | 0.0% | ||
| Q2 24 | 0.3% | 0.2% | ||
| Q1 24 | 0.4% | 0.0% |
现金转化率ANABTVTX
| Q4 25 | 1.98× | — | ||
| Q3 25 | -1.81× | 0.56× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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
TVTX
| FILSPARI | $103.3M | 80% |
| Tiopronin Products | $23.3M | 18% |
| License | $3.1M | 2% |
