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Applied Digital Corp.（APLD）与RIGEL PHARMACEUTICALS INC（RIGL）财务数据对比。点击上方公司名可切换其他公司
Applied Digital Corp.的季度营收约是RIGEL PHARMACEUTICALS INC的1.8倍（$126.6M vs $69.8M），RIGEL PHARMACEUTICALS INC净利率更高（384.0% vs -11.4%，领先395.5%），Applied Digital Corp.同比增速更快（98.2% vs 21.2%），过去两年Applied Digital Corp.的营收复合增速更高（70.9% vs 53.7%）
BAE系统旗下的国际防务与安全技术企业，专注于提供数字化解决方案，支持客户快速开展数据驱动决策，服务覆盖执法机构、国家安全部门、政府单位、关键基础设施运营商、电信企业、军方及航天领域。
Rigel制药是一家临床阶段生物技术企业，专注于研发及商业化针对自身免疫性疾病、炎症性疾病与血液疾病的靶向小分子疗法，核心市场位于美国，旗下已获批产品可治疗成人免疫性血小板减少症，致力于满足未被覆盖的临床医疗需求。
APLD vs RIGL — 直观对比
营收规模更大
APLD
是对方的1.8倍
$69.8M
营收增速更快
APLD
高出77.0%
21.2%
净利率更高
RIGL
高出395.5%
-11.4%
两年增速更快
APLD
近两年复合增速
53.7%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $126.6M | $69.8M |
| 净利润 | $-14.4M | $268.1M |
| 毛利率 | 20.6% | 91.5% |
| 营业利润率 | -24.5% | 33.2% |
| 净利率 | -11.4% | 384.0% |
| 营收同比 | 98.2% | 21.2% |
| 净利润同比 | 89.6% | 1769.2% |
| 每股收益（稀释后） | $-0.07 | $14.11 |
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APLDRIGL
| Q4 25 | $126.6M | $69.8M | ||
| Q3 25 | $64.2M | $69.5M | ||
| Q2 25 | $-33.3M | $101.7M | ||
| Q1 25 | $52.9M | $53.3M | ||
| Q4 24 | $63.9M | $57.6M | ||
| Q3 24 | $60.7M | $55.3M | ||
| Q2 24 | $43.7M | $36.8M | ||
| Q1 24 | $43.3M | $29.5M |
净利润APLDRIGL
| Q4 25 | $-14.4M | $268.1M | ||
| Q3 25 | $-16.9M | $27.9M | ||
| Q2 25 | $-52.5M | $59.6M | ||
| Q1 25 | $-35.6M | $11.4M | ||
| Q4 24 | $-138.7M | $14.3M | ||
| Q3 24 | $-4.2M | $12.4M | ||
| Q2 24 | $-64.5M | $-1.0M | ||
| Q1 24 | $-62.8M | $-8.2M |
毛利率APLDRIGL
| Q4 25 | 20.6% | 91.5% | ||
| Q3 25 | 13.4% | 93.2% | ||
| Q2 25 | — | 95.6% | ||
| Q1 25 | 7.1% | 91.7% | ||
| Q4 24 | 18.0% | 89.9% | ||
| Q3 24 | -0.6% | 85.5% | ||
| Q2 24 | -9.1% | 92.4% | ||
| Q1 24 | -8.6% | 93.1% |
营业利润率APLDRIGL
| Q4 25 | -24.5% | 33.2% | ||
| Q3 25 | -34.7% | 40.9% | ||
| Q2 25 | — | 60.1% | ||
| Q1 25 | -35.8% | 23.9% | ||
| Q4 24 | -29.1% | 28.9% | ||
| Q3 24 | 15.6% | 25.4% | ||
| Q2 24 | -68.4% | 1.2% | ||
| Q1 24 | -128.8% | -23.6% |
净利率APLDRIGL
| Q4 25 | -11.4% | 384.0% | ||
| Q3 25 | -26.4% | 40.2% | ||
| Q2 25 | 157.8% | 58.6% | ||
| Q1 25 | -67.2% | 21.5% | ||
| Q4 24 | -217.2% | 24.9% | ||
| Q3 24 | -7.0% | 22.5% | ||
| Q2 24 | -147.5% | -2.8% | ||
| Q1 24 | -145.0% | -27.9% |
每股收益（稀释后）APLDRIGL
| Q4 25 | $-0.07 | $14.11 | ||
| Q3 25 | $-0.07 | $1.46 | ||
| Q2 25 | $-0.31 | $3.28 | ||
| Q1 25 | $-0.16 | $0.63 | ||
| Q4 24 | $-0.66 | $0.82 | ||
| Q3 24 | $-0.03 | $0.70 | ||
| Q2 24 | $-0.57 | $-0.06 | ||
| Q1 24 | $-0.52 | $-0.47 |
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 | $1.9B | $155.0M |
| 总债务越低越好 | — | $52.5M |
| 股东权益账面价值 | $1.4B | $391.5M |
| 总资产 | $5.2B | $513.6M |
| 负债/权益比越低杠杆越低 | — | 0.13× |
8季度趋势，按日历期对齐
现金及短期投资APLDRIGL
| Q4 25 | $1.9B | $155.0M | ||
| Q3 25 | $73.9M | $137.1M | ||
| Q2 25 | $41.6M | $108.4M | ||
| Q1 25 | $68.7M | $77.1M | ||
| Q4 24 | $286.2M | $77.3M | ||
| Q3 24 | $58.2M | $61.1M | ||
| Q2 24 | $3.3M | $49.1M | ||
| Q1 24 | $4.4M | $49.5M |
总债务APLDRIGL
| Q4 25 | — | $52.5M | ||
| Q3 25 | — | $60.0M | ||
| Q2 25 | — | $60.0M | ||
| Q1 25 | — | $60.0M | ||
| Q4 24 | — | $60.0M | ||
| Q3 24 | — | $60.0M | ||
| Q2 24 | — | $60.0M | ||
| Q1 24 | — | $60.0M |
股东权益APLDRIGL
| Q4 25 | $1.4B | $391.5M | ||
| Q3 25 | $1.0B | $117.6M | ||
| Q2 25 | $497.7M | $81.9M | ||
| Q1 25 | $454.6M | $18.6M | ||
| Q4 24 | $434.6M | $3.3M | ||
| Q3 24 | $241.8M | $-14.6M | ||
| Q2 24 | $124.8M | $-29.9M | ||
| Q1 24 | $118.5M | $-31.7M |
总资产APLDRIGL
| Q4 25 | $5.2B | $513.6M | ||
| Q3 25 | $2.4B | $242.5M | ||
| Q2 25 | $1.9B | $206.7M | ||
| Q1 25 | $1.7B | $176.0M | ||
| Q4 24 | $1.5B | $164.0M | ||
| Q3 24 | $937.7M | $139.4M | ||
| Q2 24 | $762.9M | $128.4M | ||
| Q1 24 | $643.2M | $126.5M |
负债/权益比APLDRIGL
| Q4 25 | — | 0.13× | ||
| Q3 25 | — | 0.51× | ||
| Q2 25 | — | 0.73× | ||
| Q1 25 | — | 3.23× | ||
| Q4 24 | — | 18.25× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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 | $-15.8M | $22.0M |
| 自由现金流经营现金流 - 资本支出 | $-567.9M | — |
| 自由现金流率自由现金流/营收 | -448.6% | — |
| 资本支出强度资本支出/营收 | 436.1% | — |
| 现金转化率经营现金流/净利润 | — | 0.08× |
| 过去12个月自由现金流最近4个季度 | $-1.3B | — |
8季度趋势，按日历期对齐
经营现金流APLDRIGL
| Q4 25 | $-15.8M | $22.0M | ||
| Q3 25 | $-82.0M | $24.0M | ||
| Q2 25 | $6.9M | $30.5M | ||
| Q1 25 | $5.9M | $-893.0K | ||
| Q4 24 | $-52.3M | $14.5M | ||
| Q3 24 | $-75.9M | $21.7M | ||
| Q2 24 | $-34.1M | $302.0K | ||
| Q1 24 | $38.8M | $-5.0M |
自由现金流APLDRIGL
| Q4 25 | $-567.9M | — | ||
| Q3 25 | $-331.4M | — | ||
| Q2 25 | $-191.4M | — | ||
| Q1 25 | $-251.6M | — | ||
| Q4 24 | $-223.3M | — | ||
| Q3 24 | $-130.7M | — | ||
| Q2 24 | $-88.9M | — | ||
| Q1 24 | $-2.3M | — |
自由现金流率APLDRIGL
| Q4 25 | -448.6% | — | ||
| Q3 25 | -516.1% | — | ||
| Q2 25 | 574.8% | — | ||
| Q1 25 | -475.4% | — | ||
| Q4 24 | -349.6% | — | ||
| Q3 24 | -215.3% | — | ||
| Q2 24 | -203.5% | — | ||
| Q1 24 | -5.4% | — |
资本支出强度APLDRIGL
| Q4 25 | 436.1% | — | ||
| Q3 25 | 388.4% | — | ||
| Q2 25 | -595.4% | — | ||
| Q1 25 | 486.6% | — | ||
| Q4 24 | 267.8% | — | ||
| Q3 24 | 90.3% | — | ||
| Q2 24 | 125.4% | — | ||
| Q1 24 | 95.0% | — |
现金转化率APLDRIGL
| Q4 25 | — | 0.08× | ||
| Q3 25 | — | 0.86× | ||
| Q2 25 | — | 0.51× | ||
| Q1 25 | — | -0.08× | ||
| Q4 24 | — | 1.01× | ||
| Q3 24 | — | 1.75× | ||
| 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
APLD
| HPC Hosting Business | $85.0M | 67% |
| Data Center Hosting Business | $41.6M | 33% |
RIGL
暂无分部数据
