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Apellis Pharmaceuticals, Inc.（APLS）与Mistras Group, Inc.（MG）财务数据对比。点击上方公司名可切换其他公司
Apellis Pharmaceuticals, Inc.的季度营收约是Mistras Group, Inc.的1.1倍（$199.9M vs $181.5M），Mistras Group, Inc.净利率更高（2.1% vs -29.5%，领先31.6%），Mistras Group, Inc.同比增速更快（5.1% vs -5.9%），Mistras Group, Inc.自由现金流更多（$26.0M vs $-14.3M），过去两年Apellis Pharmaceuticals, Inc.的营收复合增速更高（7.7% vs -0.8%）
Apellis Pharmaceuticals是一家临床阶段生物制药企业，专注于开发调节补体系统的靶向疗法，适应症覆盖年龄相关性黄斑变性继发地图样萎缩等眼科疾病、罕见血液病及自身免疫性疾病，核心市场为美国及欧盟地区。
Mistras集团是全球资产完整性与保护解决方案供应商，主营无损检测、工业实时监测、工程咨询等服务，核心客户覆盖油气、航空航天、发电、制造等领域，业务遍及北美、欧洲及亚太地区，可帮助客户提升运营安全性、延长资产寿命、降低非计划停机风险。
APLS vs MG — 直观对比
营收规模更大
APLS
是对方的1.1倍
$181.5M
营收增速更快
MG
高出11.0%
-5.9%
净利率更高
MG
高出31.6%
-29.5%
自由现金流更多
MG
多$40.3M
$-14.3M
两年增速更快
APLS
近两年复合增速
-0.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $199.9M | $181.5M |
| 净利润 | $-59.0M | $3.8M |
| 毛利率 | — | 28.4% |
| 营业利润率 | -25.6% | 7.0% |
| 净利率 | -29.5% | 2.1% |
| 营收同比 | -5.9% | 5.1% |
| 净利润同比 | -62.2% | -27.4% |
| 每股收益（稀释后） | $-0.40 | $0.12 |
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APLSMG
| Q4 25 | $199.9M | $181.5M | ||
| Q3 25 | $458.6M | $195.5M | ||
| Q2 25 | $178.5M | $185.4M | ||
| Q1 25 | $166.8M | $161.6M | ||
| Q4 24 | $212.5M | $172.7M | ||
| Q3 24 | $196.8M | $182.7M | ||
| Q2 24 | $199.7M | $189.8M | ||
| Q1 24 | $172.3M | $184.4M |
净利润APLSMG
| Q4 25 | $-59.0M | $3.8M | ||
| Q3 25 | $215.7M | $13.1M | ||
| Q2 25 | $-42.2M | $3.0M | ||
| Q1 25 | $-92.2M | $-3.2M | ||
| Q4 24 | $-36.4M | $5.2M | ||
| Q3 24 | $-57.4M | $6.4M | ||
| Q2 24 | $-37.7M | $6.4M | ||
| Q1 24 | $-66.4M | $995.0K |
毛利率APLSMG
| Q4 25 | — | 28.4% | ||
| Q3 25 | — | 29.8% | ||
| Q2 25 | — | 29.1% | ||
| Q1 25 | — | 25.3% | ||
| Q4 24 | — | 26.5% | ||
| Q3 24 | — | 26.8% | ||
| Q2 24 | — | 27.1% | ||
| Q1 24 | — | 25.0% |
营业利润率APLSMG
| Q4 25 | -25.6% | 7.0% | ||
| Q3 25 | 48.7% | 10.4% | ||
| Q2 25 | -18.6% | 4.5% | ||
| Q1 25 | -50.0% | -0.6% | ||
| Q4 24 | -12.3% | 6.1% | ||
| Q3 24 | -24.0% | 6.5% | ||
| Q2 24 | -14.7% | 6.3% | ||
| Q1 24 | -36.0% | 3.0% |
净利率APLSMG
| Q4 25 | -29.5% | 2.1% | ||
| Q3 25 | 47.0% | 6.7% | ||
| Q2 25 | -23.6% | 1.6% | ||
| Q1 25 | -55.3% | -2.0% | ||
| Q4 24 | -17.1% | 3.0% | ||
| Q3 24 | -29.2% | 3.5% | ||
| Q2 24 | -18.9% | 3.4% | ||
| Q1 24 | -38.5% | 0.5% |
每股收益（稀释后）APLSMG
| Q4 25 | $-0.40 | $0.12 | ||
| Q3 25 | $1.67 | $0.41 | ||
| Q2 25 | $-0.33 | $0.10 | ||
| Q1 25 | $-0.74 | $-0.10 | ||
| Q4 24 | $-0.30 | $0.17 | ||
| Q3 24 | $-0.46 | $0.20 | ||
| Q2 24 | $-0.30 | $0.20 | ||
| Q1 24 | $-0.54 | $0.03 |
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 | $466.2M | $28.0M |
| 总债务越低越好 | — | $178.0M |
| 股东权益账面价值 | $370.1M | $235.1M |
| 总资产 | $1.1B | $578.8M |
| 负债/权益比越低杠杆越低 | — | 0.76× |
8季度趋势，按日历期对齐
现金及短期投资APLSMG
| Q4 25 | $466.2M | $28.0M | ||
| Q3 25 | $479.2M | $27.8M | ||
| Q2 25 | $370.0M | $20.0M | ||
| Q1 25 | $358.4M | $18.5M | ||
| Q4 24 | $411.3M | $18.3M | ||
| Q3 24 | $396.9M | $20.4M | ||
| Q2 24 | $360.1M | $17.2M | ||
| Q1 24 | $325.9M | $16.9M |
总债务APLSMG
| Q4 25 | — | $178.0M | ||
| Q3 25 | — | $202.3M | ||
| Q2 25 | — | $189.4M | ||
| Q1 25 | — | $171.9M | ||
| Q4 24 | — | $169.6M | ||
| Q3 24 | — | $189.7M | ||
| Q2 24 | — | $199.7M | ||
| Q1 24 | $93.1M | $198.4M |
股东权益APLSMG
| Q4 25 | $370.1M | $235.1M | ||
| Q3 25 | $401.2M | $227.4M | ||
| Q2 25 | $156.3M | $215.8M | ||
| Q1 25 | $164.2M | $198.7M | ||
| Q4 24 | $228.5M | $198.6M | ||
| Q3 24 | $237.1M | $205.2M | ||
| Q2 24 | $264.3M | $193.2M | ||
| Q1 24 | $266.7M | $187.1M |
总资产APLSMG
| Q4 25 | $1.1B | $578.8M | ||
| Q3 25 | $1.1B | $596.3M | ||
| Q2 25 | $821.4M | $571.0M | ||
| Q1 25 | $807.3M | $526.8M | ||
| Q4 24 | $885.1M | $523.0M | ||
| Q3 24 | $901.9M | $551.7M | ||
| Q2 24 | $904.5M | $548.1M | ||
| Q1 24 | $831.9M | $542.1M |
负债/权益比APLSMG
| Q4 25 | — | 0.76× | ||
| Q3 25 | — | 0.89× | ||
| Q2 25 | — | 0.88× | ||
| Q1 25 | — | 0.87× | ||
| Q4 24 | — | 0.85× | ||
| Q3 24 | — | 0.92× | ||
| Q2 24 | — | 1.03× | ||
| Q1 24 | 0.35× | 1.06× |
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 | $-14.2M | $32.1M |
| 自由现金流经营现金流 - 资本支出 | $-14.3M | $26.0M |
| 自由现金流率自由现金流/营收 | -7.1% | 14.3% |
| 资本支出强度资本支出/营收 | 0.1% | 3.4% |
| 现金转化率经营现金流/净利润 | — | 8.55× |
| 过去12个月自由现金流最近4个季度 | $45.0M | $8.3M |
8季度趋势，按日历期对齐
经营现金流APLSMG
| Q4 25 | $-14.2M | $32.1M | ||
| Q3 25 | $108.5M | $4.5M | ||
| Q2 25 | $4.4M | $-9.3M | ||
| Q1 25 | $-53.4M | $5.6M | ||
| Q4 24 | $19.4M | $25.7M | ||
| Q3 24 | $34.1M | $19.4M | ||
| Q2 24 | $-8.3M | $4.5M | ||
| Q1 24 | $-133.0M | $604.0K |
自由现金流APLSMG
| Q4 25 | $-14.3M | $26.0M | ||
| Q3 25 | $108.3M | $-4.1M | ||
| Q2 25 | $4.4M | $-14.7M | ||
| Q1 25 | $-53.4M | $1.1M | ||
| Q4 24 | $19.3M | $22.1M | ||
| Q3 24 | — | $14.6M | ||
| Q2 24 | $-8.4M | $-284.0K | ||
| Q1 24 | $-133.3M | $-4.2M |
自由现金流率APLSMG
| Q4 25 | -7.1% | 14.3% | ||
| Q3 25 | 23.6% | -2.1% | ||
| Q2 25 | 2.5% | -7.9% | ||
| Q1 25 | -32.0% | 0.7% | ||
| Q4 24 | 9.1% | 12.8% | ||
| Q3 24 | — | 8.0% | ||
| Q2 24 | -4.2% | -0.1% | ||
| Q1 24 | -77.3% | -2.3% |
资本支出强度APLSMG
| Q4 25 | 0.1% | 3.4% | ||
| Q3 25 | 0.0% | 4.4% | ||
| Q2 25 | 0.0% | 2.9% | ||
| Q1 25 | 0.0% | 2.8% | ||
| Q4 24 | 0.0% | 2.1% | ||
| Q3 24 | 0.0% | 2.6% | ||
| Q2 24 | 0.0% | 2.5% | ||
| Q1 24 | 0.2% | 2.6% |
现金转化率APLSMG
| Q4 25 | — | 8.55× | ||
| Q3 25 | 0.50× | 0.34× | ||
| Q2 25 | — | -3.07× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 4.96× | ||
| Q3 24 | — | 3.02× | ||
| Q2 24 | — | 0.71× | ||
| Q1 24 | — | 0.61× |
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
APLS
| Syfovre | $155.2M | 78% |
| Empaveli Pegcetacoplan | $35.1M | 18% |
| Licensing And Other Revenue | $9.6M | 5% |
MG
暂无分部数据
