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Arcutis Biotherapeutics, Inc.(ARQT)与BRC Group Holdings, Inc.(RILY)财务数据对比。点击上方公司名可切换其他公司
BRC Group Holdings, Inc.的季度营收约是Arcutis Biotherapeutics, Inc.的1.5倍($188.3M vs $129.5M),BRC Group Holdings, Inc.净利率更高(47.9% vs 13.4%,领先34.5%),Arcutis Biotherapeutics, Inc.同比增速更快(81.5% vs -21.9%),过去两年Arcutis Biotherapeutics, Inc.的营收复合增速更高(70.1% vs -15.4%)
Arcutis Biotherapeutics是一家临床阶段生物制药企业,专注于开发和商业化免疫介导皮肤病领域的创新处方疗法,产品管线覆盖银屑病、特应性皮炎、斑秃等适应症,主要服务美国市场的患者及医疗服务提供者,填补皮肤科诊疗领域的未满足需求。
ARQT vs RILY — 直观对比
营收规模更大
RILY
是对方的1.5倍
$129.5M
营收增速更快
ARQT
高出103.3%
-21.9%
净利率更高
RILY
高出34.5%
13.4%
两年增速更快
ARQT
近两年复合增速
-15.4%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $129.5M | $188.3M |
| 净利润 | $17.4M | $90.3M |
| 毛利率 | 91.0% | 79.5% |
| 营业利润率 | 14.2% | 32.3% |
| 净利率 | 13.4% | 47.9% |
| 营收同比 | 81.5% | -21.9% |
| 净利润同比 | — | 1710.8% |
| 每股收益(稀释后) | $0.13 | $2.78 |
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
ARQT
RILY
| Q2 26 | $129.5M | — | ||
| Q1 26 | $105.4M | — | ||
| Q4 25 | $129.5M | $188.3M | ||
| Q3 25 | $99.2M | $215.3M | ||
| Q2 25 | $81.5M | $188.2M | ||
| Q1 25 | $65.8M | $197.2M | ||
| Q4 24 | $71.4M | $241.0M | ||
| Q3 24 | $44.8M | $225.5M |
净利润
ARQT
RILY
| Q2 26 | $17.4M | — | ||
| Q1 26 | $-11.3M | — | ||
| Q4 25 | $17.4M | $90.3M | ||
| Q3 25 | $7.4M | $91.1M | ||
| Q2 25 | $-15.9M | $139.5M | ||
| Q1 25 | $-25.1M | $-10.0M | ||
| Q4 24 | $-10.8M | $-5.6M | ||
| Q3 24 | $-41.5M | $-284.4M |
毛利率
ARQT
RILY
| Q2 26 | 91.0% | — | ||
| Q1 26 | 90.7% | — | ||
| Q4 25 | 91.0% | 79.5% | ||
| Q3 25 | 91.2% | 83.7% | ||
| Q2 25 | 90.8% | 81.3% | ||
| Q1 25 | 86.6% | 81.4% | ||
| Q4 24 | 90.3% | 79.8% | ||
| Q3 24 | 87.7% | 82.1% |
营业利润率
ARQT
RILY
| Q2 26 | 14.2% | — | ||
| Q1 26 | -8.6% | — | ||
| Q4 25 | 14.2% | 32.3% | ||
| Q3 25 | 8.6% | 30.4% | ||
| Q2 25 | -17.9% | 5.7% | ||
| Q1 25 | -37.3% | -31.2% | ||
| Q4 24 | -10.7% | -69.2% | ||
| Q3 24 | -87.3% | -36.4% |
净利率
ARQT
RILY
| Q2 26 | 13.4% | — | ||
| Q1 26 | -10.7% | — | ||
| Q4 25 | 13.4% | 47.9% | ||
| Q3 25 | 7.5% | 42.3% | ||
| Q2 25 | -19.5% | 74.1% | ||
| Q1 25 | -38.1% | -5.1% | ||
| Q4 24 | -15.1% | -2.3% | ||
| Q3 24 | -92.8% | -126.1% |
每股收益(稀释后)
ARQT
RILY
| Q2 26 | $0.13 | — | ||
| Q1 26 | $-0.09 | — | ||
| Q4 25 | $0.14 | $2.78 | ||
| Q3 25 | $0.06 | $2.91 | ||
| Q2 25 | $-0.13 | $4.50 | ||
| Q1 25 | $-0.20 | $-0.39 | ||
| Q4 24 | $-0.09 | $-0.01 | ||
| Q3 24 | $-0.33 | $-9.39 |
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 | $42.9M | $226.6M |
| 总债务越低越好 | — | $1.4B |
| 股东权益账面价值 | $189.5M | $-171.5M |
| 总资产 | $433.0M | $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
ARQT
RILY
| Q2 26 | $42.9M | — | ||
| Q1 26 | $34.8M | — | ||
| Q4 25 | $42.9M | $226.6M | ||
| Q3 25 | $47.1M | $184.2M | ||
| Q2 25 | $72.7M | $267.4M | ||
| Q1 25 | $53.1M | $138.3M | ||
| Q4 24 | $71.3M | $146.9M | ||
| Q3 24 | $134.9M | $159.2M |
总债务
ARQT
RILY
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $109.0M | $1.4B | ||
| Q3 25 | $108.5M | $1.3B | ||
| Q2 25 | $108.0M | $1.3B | ||
| Q1 25 | $107.6M | $1.4B | ||
| Q4 24 | $107.2M | $1.5B | ||
| Q3 24 | $204.6M | — |
股东权益
ARQT
RILY
| Q2 26 | $189.5M | — | ||
| Q1 26 | $189.6M | — | ||
| Q4 25 | $189.5M | $-171.5M | ||
| Q3 25 | $158.1M | $-260.5M | ||
| Q2 25 | $139.0M | $-351.7M | ||
| Q1 25 | $142.7M | $-496.8M | ||
| Q4 24 | $157.5M | $-488.2M | ||
| Q3 24 | $156.6M | $-497.6M |
总资产
ARQT
RILY
| Q2 26 | $433.0M | — | ||
| Q1 26 | $460.0M | — | ||
| Q4 25 | $433.0M | $1.7B | ||
| Q3 25 | $371.0M | $1.7B | ||
| Q2 25 | $352.4M | $1.5B | ||
| Q1 25 | $344.1M | $1.5B | ||
| Q4 24 | $348.9M | $1.8B | ||
| Q3 24 | $437.4M | $2.2B |
负债/权益比
ARQT
RILY
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 0.58× | — | ||
| Q3 25 | 0.69× | — | ||
| Q2 25 | 0.78× | — | ||
| Q1 25 | 0.75× | — | ||
| Q4 24 | 0.68× | — | ||
| Q3 24 | 1.31× | — |
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 | — | $26.2M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | — | 0.29× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势,按日历期对齐
经营现金流
ARQT
RILY
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $26.2M | $26.2M | ||
| Q3 25 | $-1.8M | $-60.6M | ||
| Q2 25 | $324.0K | $-25.6M | ||
| Q1 25 | $-30.4M | $184.0K | ||
| Q4 24 | $-748.0K | $-2.7M | ||
| Q3 24 | $-34.7M | $19.5M |
自由现金流
ARQT
RILY
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $246.0K | — | ||
| Q1 25 | $-31.0M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $-34.8M | — |
自由现金流率
ARQT
RILY
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 0.3% | — | ||
| Q1 25 | -47.1% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | -77.8% | — |
资本支出强度
ARQT
RILY
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 0.0% | — | ||
| Q3 25 | 0.0% | — | ||
| Q2 25 | 0.1% | — | ||
| Q1 25 | 0.9% | — | ||
| Q4 24 | 0.0% | — | ||
| Q3 24 | 0.3% | — |
现金转化率
ARQT
RILY
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 1.51× | 0.29× | ||
| Q3 25 | -0.24× | -0.66× | ||
| Q2 25 | — | -0.18× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 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
ARQT
暂无分部数据
RILY
| Transferred At Point In Time | $101.4M | 54% |
| Wealth Management Segment | $30.7M | 16% |
| Corporate Finance Consulting And Investment Banking Fees | $27.1M | 14% |
| Services And Fees | $24.8M | 13% |
| Commissions Fees And Reimbursed Expenses | $4.8M | 3% |