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Armour Residential REIT, Inc.（ARR）与PUMA BIOTECHNOLOGY, INC.（PBYI）财务数据对比。点击上方公司名可切换其他公司
PUMA BIOTECHNOLOGY, INC.的季度营收约是Armour Residential REIT, Inc.的1.5倍（$75.5M vs $50.4M），Armour Residential REIT, Inc.同比增速更快（297.9% vs 27.7%），过去两年Armour Residential REIT, Inc.的营收复合增速更高（108.0% vs 31.3%）
Armour Residential REIT, Inc.是一家总部位于美国的房地产投资信托企业，主要投资由美国政府支持机构担保的机构级住宅抵押贷款支持证券，通过专业资产管理和风险管控为股东创造长期稳定的净收益。
彪马生物技术是一家公开上市的生物制药企业，总部位于美国加利福尼亚州洛杉矶，专注于创新药物研发相关业务，在生物制药领域开展研发与商业化运营。
ARR vs PBYI — 直观对比
营收规模更大
PBYI
是对方的1.5倍
$50.4M
营收增速更快
ARR
高出270.2%
27.7%
两年增速更快
ARR
近两年复合增速
31.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $50.4M | $75.5M |
| 净利润 | $211.7M | — |
| 毛利率 | — | 69.3% |
| 营业利润率 | — | 22.7% |
| 净利率 | 420.2% | — |
| 营收同比 | 297.9% | 27.7% |
| 净利润同比 | 555.9% | — |
| 每股收益（稀释后） | $2.43 | $0.26 |
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ARRPBYI
| Q4 25 | $50.4M | $75.5M | ||
| Q3 25 | $38.5M | $54.5M | ||
| Q2 25 | $33.1M | $52.4M | ||
| Q1 25 | $36.3M | $46.0M | ||
| Q4 24 | $12.7M | $59.1M | ||
| Q3 24 | — | $80.5M | ||
| Q2 24 | $7.0M | $47.1M | ||
| Q1 24 | — | $43.8M |
净利润ARRPBYI
| Q4 25 | $211.7M | — | ||
| Q3 25 | $159.3M | $8.8M | ||
| Q2 25 | $-75.6M | $5.9M | ||
| Q1 25 | $27.3M | $3.0M | ||
| Q4 24 | $-46.4M | — | ||
| Q3 24 | — | $20.3M | ||
| Q2 24 | $-48.4M | $-4.5M | ||
| Q1 24 | — | $-4.8M |
毛利率ARRPBYI
| Q4 25 | — | 69.3% | ||
| Q3 25 | — | 77.7% | ||
| Q2 25 | — | 76.5% | ||
| Q1 25 | — | 77.1% | ||
| Q4 24 | — | 76.4% | ||
| Q3 24 | — | 63.9% | ||
| Q2 24 | — | 77.4% | ||
| Q1 24 | — | 75.5% |
营业利润率ARRPBYI
| Q4 25 | — | 22.7% | ||
| Q3 25 | — | 17.6% | ||
| Q2 25 | — | 12.7% | ||
| Q1 25 | — | 8.7% | ||
| Q4 24 | — | 22.6% | ||
| Q3 24 | — | 27.4% | ||
| Q2 24 | — | -4.6% | ||
| Q1 24 | — | -5.3% |
净利率ARRPBYI
| Q4 25 | 420.2% | — | ||
| Q3 25 | 413.5% | 16.2% | ||
| Q2 25 | -228.4% | 11.2% | ||
| Q1 25 | 75.2% | 6.5% | ||
| Q4 24 | -366.8% | — | ||
| Q3 24 | — | 25.2% | ||
| Q2 24 | -693.8% | -9.6% | ||
| Q1 24 | — | -11.0% |
每股收益（稀释后）ARRPBYI
| Q4 25 | $2.43 | $0.26 | ||
| Q3 25 | $1.49 | $0.17 | ||
| Q2 25 | $-0.94 | $0.12 | ||
| Q1 25 | $0.32 | $0.06 | ||
| Q4 24 | $-0.91 | $0.40 | ||
| Q3 24 | — | $0.41 | ||
| Q2 24 | $-1.05 | $-0.09 | ||
| Q1 24 | — | $-0.10 |
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 | $63.3M | $97.5M |
| 总债务越低越好 | — | $22.7M |
| 股东权益账面价值 | $2.3B | $130.3M |
| 总资产 | $21.0B | $216.3M |
| 负债/权益比越低杠杆越低 | — | 0.17× |
8季度趋势，按日历期对齐
现金及短期投资ARRPBYI
| Q4 25 | $63.3M | $97.5M | ||
| Q3 25 | $44.2M | $94.4M | ||
| Q2 25 | $141.2M | $96.0M | ||
| Q1 25 | $49.1M | $93.2M | ||
| Q4 24 | $68.0M | $101.0M | ||
| Q3 24 | — | $96.7M | ||
| Q2 24 | $126.6M | $96.8M | ||
| Q1 24 | — | $107.2M |
总债务ARRPBYI
| Q4 25 | — | $22.7M | ||
| Q3 25 | — | $34.0M | ||
| Q2 25 | — | $45.3M | ||
| Q1 25 | — | $56.7M | ||
| Q4 24 | — | $68.0M | ||
| Q3 24 | — | $79.3M | ||
| Q2 24 | — | $90.7M | ||
| Q1 24 | — | $102.0M |
股东权益ARRPBYI
| Q4 25 | $2.3B | $130.3M | ||
| Q3 25 | $2.1B | $115.3M | ||
| Q2 25 | $1.7B | $104.7M | ||
| Q1 25 | $1.7B | $97.1M | ||
| Q4 24 | $1.4B | $92.1M | ||
| Q3 24 | — | $71.1M | ||
| Q2 24 | $1.2B | $48.5M | ||
| Q1 24 | — | $51.0M |
总资产ARRPBYI
| Q4 25 | $21.0B | $216.3M | ||
| Q3 25 | $19.4B | $202.9M | ||
| Q2 25 | $16.2B | $194.9M | ||
| Q1 25 | $15.5B | $196.2M | ||
| Q4 24 | $13.5B | $213.3M | ||
| Q3 24 | — | $220.7M | ||
| Q2 24 | $10.1B | $205.0M | ||
| Q1 24 | — | $214.1M |
负债/权益比ARRPBYI
| Q4 25 | — | 0.17× | ||
| Q3 25 | — | 0.30× | ||
| Q2 25 | — | 0.43× | ||
| Q1 25 | — | 0.58× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 1.12× | ||
| Q2 24 | — | 1.87× | ||
| Q1 24 | — | 2.00× |
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 | $124.2M | $14.4M |
| 自由现金流经营现金流 - 资本支出 | — | $14.4M |
| 自由现金流率自由现金流/营收 | — | 19.1% |
| 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 | 0.59× | — |
| 过去12个月自由现金流最近4个季度 | — | $41.7M |
8季度趋势，按日历期对齐
经营现金流ARRPBYI
| Q4 25 | $124.2M | $14.4M | ||
| Q3 25 | $-37.8M | $9.7M | ||
| Q2 25 | $25.0M | $14.1M | ||
| Q1 25 | $101.5M | $3.6M | ||
| Q4 24 | $261.5M | $15.6M | ||
| Q3 24 | — | $11.0M | ||
| Q2 24 | $27.1M | $1.0M | ||
| Q1 24 | — | $11.2M |
自由现金流ARRPBYI
| Q4 25 | — | $14.4M | ||
| Q3 25 | — | $9.7M | ||
| Q2 25 | — | $14.1M | ||
| Q1 25 | — | $3.6M | ||
| Q4 24 | — | $15.6M | ||
| Q3 24 | — | $11.0M | ||
| Q2 24 | — | $1.0M | ||
| Q1 24 | — | — |
自由现金流率ARRPBYI
| Q4 25 | — | 19.1% | ||
| Q3 25 | — | 17.7% | ||
| Q2 25 | — | 26.8% | ||
| Q1 25 | — | 7.7% | ||
| Q4 24 | — | 26.4% | ||
| Q3 24 | — | 13.7% | ||
| Q2 24 | — | 2.1% | ||
| Q1 24 | — | — |
资本支出强度ARRPBYI
| Q4 25 | — | 0.0% | ||
| Q3 25 | — | 0.0% | ||
| Q2 25 | — | 0.0% | ||
| Q1 25 | — | 0.1% | ||
| Q4 24 | — | 0.0% | ||
| Q3 24 | — | 0.0% | ||
| Q2 24 | — | 0.0% | ||
| Q1 24 | — | 0.0% |
现金转化率ARRPBYI
| Q4 25 | 0.59× | — | ||
| Q3 25 | -0.24× | 1.10× | ||
| Q2 25 | — | 2.41× | ||
| Q1 25 | 3.71× | 1.21× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.54× | ||
| 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
