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Arcutis Biotherapeutics, Inc.（ARQT）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Arcutis Biotherapeutics, Inc.的1.7倍（$217.4M vs $129.5M），Arcutis Biotherapeutics, Inc.净利率更高（13.4% vs 1.4%，领先12.0%），Arcutis Biotherapeutics, Inc.同比增速更快（81.5% vs 0.5%），过去两年Arcutis Biotherapeutics, Inc.的营收复合增速更高（61.6% vs 3.0%）
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。
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。
ARQT vs RPD — 直观对比
营收规模更大
RPD
是对方的1.7倍
$129.5M
营收增速更快
ARQT
高出81.0%
0.5%
净利率更高
ARQT
高出12.0%
1.4%
两年增速更快
ARQT
近两年复合增速
3.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $129.5M | $217.4M |
| 净利润 | $17.4M | $3.1M |
| 毛利率 | 91.0% | 68.9% |
| 营业利润率 | 14.2% | 1.0% |
| 净利率 | 13.4% | 1.4% |
| 营收同比 | 81.5% | 0.5% |
| 净利润同比 | 261.2% | 44.1% |
| 每股收益（稀释后） | $0.14 | $0.05 |
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ARQTRPD
| Q4 25 | $129.5M | $217.4M | ||
| Q3 25 | $99.2M | $218.0M | ||
| Q2 25 | $81.5M | $214.2M | ||
| Q1 25 | $65.8M | $210.3M | ||
| Q4 24 | $71.4M | $216.3M | ||
| Q3 24 | $44.8M | $214.7M | ||
| Q2 24 | $30.9M | $208.0M | ||
| Q1 24 | $49.6M | $205.1M |
净利润ARQTRPD
| Q4 25 | $17.4M | $3.1M | ||
| Q3 25 | $7.4M | $9.8M | ||
| Q2 25 | $-15.9M | $8.3M | ||
| Q1 25 | $-25.1M | $2.1M | ||
| Q4 24 | $-10.8M | $2.2M | ||
| Q3 24 | $-41.5M | $15.4M | ||
| Q2 24 | $-52.3M | $6.5M | ||
| Q1 24 | $-35.4M | $1.4M |
毛利率ARQTRPD
| Q4 25 | 91.0% | 68.9% | ||
| Q3 25 | 91.2% | 70.2% | ||
| Q2 25 | 90.8% | 70.6% | ||
| Q1 25 | 86.6% | 71.7% | ||
| Q4 24 | 90.3% | 69.5% | ||
| Q3 24 | 87.7% | 70.6% | ||
| Q2 24 | 88.8% | 70.7% | ||
| Q1 24 | 93.4% | 70.3% |
营业利润率ARQTRPD
| Q4 25 | 14.2% | 1.0% | ||
| Q3 25 | 8.6% | 2.7% | ||
| Q2 25 | -17.9% | 1.6% | ||
| Q1 25 | -37.3% | -0.0% | ||
| Q4 24 | -10.7% | 3.4% | ||
| Q3 24 | -87.3% | 6.0% | ||
| Q2 24 | -162.3% | 2.5% | ||
| Q1 24 | -63.8% | 4.7% |
净利率ARQTRPD
| Q4 25 | 13.4% | 1.4% | ||
| Q3 25 | 7.5% | 4.5% | ||
| Q2 25 | -19.5% | 3.9% | ||
| Q1 25 | -38.1% | 1.0% | ||
| Q4 24 | -15.1% | 1.0% | ||
| Q3 24 | -92.8% | 7.2% | ||
| Q2 24 | -169.6% | 3.1% | ||
| Q1 24 | -71.4% | 0.7% |
每股收益（稀释后）ARQTRPD
| Q4 25 | $0.14 | $0.05 | ||
| Q3 25 | $0.06 | $0.15 | ||
| Q2 25 | $-0.13 | $0.13 | ||
| Q1 25 | $-0.20 | $0.03 | ||
| Q4 24 | $-0.09 | $0.08 | ||
| Q3 24 | $-0.33 | $0.21 | ||
| Q2 24 | $-0.42 | $0.09 | ||
| Q1 24 | $-0.32 | $0.02 |
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 | $474.7M |
| 总债务越低越好 | $109.0M | — |
| 股东权益账面价值 | $189.5M | $154.7M |
| 总资产 | $433.0M | $1.7B |
| 负债/权益比越低杠杆越低 | 0.58× | — |
8季度趋势，按日历期对齐
现金及短期投资ARQTRPD
| Q4 25 | $42.9M | $474.7M | ||
| Q3 25 | $47.1M | $407.1M | ||
| Q2 25 | $72.7M | $511.7M | ||
| Q1 25 | $53.1M | $493.5M | ||
| Q4 24 | $71.3M | $521.7M | ||
| Q3 24 | $134.9M | $443.7M | ||
| Q2 24 | $84.3M | $442.6M | ||
| Q1 24 | $190.1M | $411.7M |
总债务ARQTRPD
| Q4 25 | $109.0M | — | ||
| Q3 25 | $108.5M | — | ||
| Q2 25 | $108.0M | — | ||
| Q1 25 | $107.6M | — | ||
| Q4 24 | $107.2M | — | ||
| Q3 24 | $204.6M | — | ||
| Q2 24 | $203.8M | — | ||
| Q1 24 | $202.8M | — |
股东权益ARQTRPD
| Q4 25 | $189.5M | $154.7M | ||
| Q3 25 | $158.1M | $127.2M | ||
| Q2 25 | $139.0M | $90.4M | ||
| Q1 25 | $142.7M | $52.7M | ||
| Q4 24 | $157.5M | $17.7M | ||
| Q3 24 | $156.6M | $-5.1M | ||
| Q2 24 | $186.4M | $-52.6M | ||
| Q1 24 | $224.9M | $-86.4M |
总资产ARQTRPD
| Q4 25 | $433.0M | $1.7B | ||
| Q3 25 | $371.0M | $1.7B | ||
| Q2 25 | $352.4M | $1.6B | ||
| Q1 25 | $344.1M | $1.6B | ||
| Q4 24 | $348.9M | $1.7B | ||
| Q3 24 | $437.4M | $1.6B | ||
| Q2 24 | $444.8M | $1.5B | ||
| Q1 24 | $478.5M | $1.5B |
负债/权益比ARQTRPD
| Q4 25 | 0.58× | — | ||
| Q3 25 | 0.69× | — | ||
| Q2 25 | 0.78× | — | ||
| Q1 25 | 0.75× | — | ||
| Q4 24 | 0.68× | — | ||
| Q3 24 | 1.31× | — | ||
| Q2 24 | 1.09× | — | ||
| Q1 24 | 0.90× | — |
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 | $37.6M |
| 自由现金流经营现金流 - 资本支出 | — | $36.4M |
| 自由现金流率自由现金流/营收 | — | 16.8% |
| 资本支出强度资本支出/营收 | 0.0% | 0.5% |
| 现金转化率经营现金流/净利润 | 1.51× | 12.01× |
| 过去12个月自由现金流最近4个季度 | — | $146.2M |
8季度趋势，按日历期对齐
经营现金流ARQTRPD
| Q4 25 | $26.2M | $37.6M | ||
| Q3 25 | $-1.8M | $39.0M | ||
| Q2 25 | $324.0K | $47.5M | ||
| Q1 25 | $-30.4M | $29.8M | ||
| Q4 24 | $-748.0K | $63.8M | ||
| Q3 24 | $-34.7M | $44.0M | ||
| Q2 24 | $-45.1M | $32.9M | ||
| Q1 24 | $-31.6M | $31.1M |
自由现金流ARQTRPD
| Q4 25 | — | $36.4M | ||
| Q3 25 | — | $34.8M | ||
| Q2 25 | $246.0K | $46.6M | ||
| Q1 25 | $-31.0M | $28.4M | ||
| Q4 24 | — | $62.6M | ||
| Q3 24 | $-34.8M | $42.6M | ||
| Q2 24 | — | $32.6M | ||
| Q1 24 | — | $30.4M |
自由现金流率ARQTRPD
| Q4 25 | — | 16.8% | ||
| Q3 25 | — | 16.0% | ||
| Q2 25 | 0.3% | 21.8% | ||
| Q1 25 | -47.1% | 13.5% | ||
| Q4 24 | — | 28.9% | ||
| Q3 24 | -77.8% | 19.9% | ||
| Q2 24 | — | 15.7% | ||
| Q1 24 | — | 14.8% |
资本支出强度ARQTRPD
| Q4 25 | 0.0% | 0.5% | ||
| Q3 25 | 0.0% | 1.9% | ||
| Q2 25 | 0.1% | 0.4% | ||
| Q1 25 | 0.9% | 0.6% | ||
| Q4 24 | 0.0% | 0.5% | ||
| Q3 24 | 0.3% | 0.6% | ||
| Q2 24 | 0.0% | 0.1% | ||
| Q1 24 | 0.0% | 0.3% |
现金转化率ARQTRPD
| Q4 25 | 1.51× | 12.01× | ||
| Q3 25 | -0.24× | 3.97× | ||
| Q2 25 | — | 5.70× | ||
| Q1 25 | — | 14.14× | ||
| Q4 24 | — | 29.36× | ||
| Q3 24 | — | 2.85× | ||
| Q2 24 | — | 5.03× | ||
| Q1 24 | — | 22.10× |
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
RPD
| Products | $209.1M | 96% |
| Services | $8.2M | 4% |
