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ARVINAS, INC.（ARVN）与RMR GROUP INC.（RMR）财务数据对比。点击上方公司名可切换其他公司
RMR GROUP INC.的季度营收约是ARVINAS, INC.的1.6倍（$66.7M vs $41.9M），RMR GROUP INC.净利率更高（18.3% vs -83.8%，领先102.0%），RMR GROUP INC.同比增速更快（40.8% vs -59.1%）
Arvinas是一家临床阶段生物技术企业，专注开发PROTAC靶向蛋白降解类疗法，用于治疗癌症及罕见病，核心管线覆盖多个存在未满足医疗需求的适应症，主要面向美国及全球生物制药市场运营。
RMR集团是总部位于美国的另类资产管理企业，核心业务聚焦不动产及相关投资，覆盖商业地产、住宅物业、基础设施等赛道，服务全球核心市场的机构投资者、高净值人士及零售客户。
ARVN vs RMR — 直观对比
营收规模更大
RMR
是对方的1.6倍
$41.9M
营收增速更快
RMR
高出99.8%
-59.1%
净利率更高
RMR
高出102.0%
-83.8%
损益表 — Q3 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $41.9M | $66.7M |
| 净利润 | $-35.1M | $12.2M |
| 毛利率 | — | — |
| 营业利润率 | -104.5% | 48.1% |
| 净利率 | -83.8% | 18.3% |
| 营收同比 | -59.1% | 40.8% |
| 净利润同比 | 28.7% | 91.1% |
| 每股收益（稀释后） | $-0.48 | $0.71 |
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ARVNRMR
| Q4 25 | — | $66.7M | ||
| Q3 25 | $41.9M | — | ||
| Q1 25 | $188.8M | — | ||
| Q4 24 | $59.2M | — | ||
| Q3 24 | $102.4M | — | ||
| Q2 24 | $76.5M | — | ||
| Q1 24 | $25.3M | — | ||
| Q4 23 | $-43.1M | — |
净利润ARVNRMR
| Q4 25 | — | $12.2M | ||
| Q3 25 | $-35.1M | — | ||
| Q1 25 | $82.9M | — | ||
| Q4 24 | $-45.1M | — | ||
| Q3 24 | $-49.2M | — | ||
| Q2 24 | $-35.2M | — | ||
| Q1 24 | $-69.4M | — | ||
| Q4 23 | $-154.8M | — |
营业利润率ARVNRMR
| Q4 25 | — | 48.1% | ||
| Q3 25 | -104.5% | — | ||
| Q1 25 | 37.8% | — | ||
| Q4 24 | -98.1% | — | ||
| Q3 24 | -58.9% | — | ||
| Q2 24 | -63.4% | — | ||
| Q1 24 | -329.2% | — | ||
| Q4 23 | 383.5% | — |
净利率ARVNRMR
| Q4 25 | — | 18.3% | ||
| Q3 25 | -83.8% | — | ||
| Q1 25 | 43.9% | — | ||
| Q4 24 | -76.2% | — | ||
| Q3 24 | -48.0% | — | ||
| Q2 24 | -46.0% | — | ||
| Q1 24 | -274.3% | — | ||
| Q4 23 | 359.2% | — |
每股收益（稀释后）ARVNRMR
| Q4 25 | — | $0.71 | ||
| Q3 25 | $-0.48 | — | ||
| Q1 25 | $1.14 | — | ||
| Q4 24 | $-0.63 | — | ||
| Q3 24 | $-0.68 | — | ||
| Q2 24 | $-0.49 | — | ||
| Q1 24 | $-0.97 | — | ||
| Q4 23 | $-2.65 | — |
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 | $787.6M | $49.3M |
| 总债务越低越好 | $600.0K | — |
| 股东权益账面价值 | $564.4M | $232.7M |
| 总资产 | $844.3M | $687.1M |
| 负债/权益比越低杠杆越低 | 0.00× | — |
8季度趋势，按日历期对齐
现金及短期投资ARVNRMR
| Q4 25 | — | $49.3M | ||
| Q3 25 | $787.6M | — | ||
| Q1 25 | $954.3M | — | ||
| Q4 24 | $1.0B | — | ||
| Q3 24 | $1.1B | — | ||
| Q2 24 | $1.2B | — | ||
| Q1 24 | $1.2B | — | ||
| Q4 23 | $1.3B | — |
总债务ARVNRMR
| Q4 25 | — | — | ||
| Q3 25 | $600.0K | — | ||
| Q1 25 | $700.0K | — | ||
| Q4 24 | $800.0K | — | ||
| Q3 24 | $800.0K | — | ||
| Q2 24 | $900.0K | — | ||
| Q1 24 | $900.0K | — | ||
| Q4 23 | $1.0M | — |
股东权益ARVNRMR
| Q4 25 | — | $232.7M | ||
| Q3 25 | $564.4M | — | ||
| Q1 25 | $660.1M | — | ||
| Q4 24 | $561.7M | — | ||
| Q3 24 | $586.0M | — | ||
| Q2 24 | $600.2M | — | ||
| Q1 24 | $609.7M | — | ||
| Q4 23 | $660.0M | — |
总资产ARVNRMR
| Q4 25 | — | $687.1M | ||
| Q3 25 | $844.3M | — | ||
| Q1 25 | $1.0B | — | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $1.2B | — | ||
| Q2 24 | $1.3B | — | ||
| Q1 24 | $1.2B | — | ||
| Q4 23 | $1.3B | — |
负债/权益比ARVNRMR
| Q4 25 | — | — | ||
| Q3 25 | 0.00× | — | ||
| Q1 25 | 0.00× | — | ||
| Q4 24 | 0.00× | — | ||
| Q3 24 | 0.00× | — | ||
| Q2 24 | 0.00× | — | ||
| Q1 24 | 0.00× | — | ||
| Q4 23 | 0.00× | — |
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 | $-59.1M | $10.7M |
| 自由现金流经营现金流 - 资本支出 | $-59.2M | — |
| 自由现金流率自由现金流/营收 | -141.3% | — |
| 资本支出强度资本支出/营收 | 0.2% | — |
| 现金转化率经营现金流/净利润 | — | 0.88× |
| 过去12个月自由现金流最近4个季度 | $-361.6M | — |
8季度趋势，按日历期对齐
经营现金流ARVNRMR
| Q4 25 | — | $10.7M | ||
| Q3 25 | $-59.1M | — | ||
| Q1 25 | $-88.9M | — | ||
| Q4 24 | $-84.1M | — | ||
| Q3 24 | $-128.0M | — | ||
| Q2 24 | $50.3M | — | ||
| Q1 24 | $-97.5M | — | ||
| Q4 23 | $-83.1M | — |
自由现金流ARVNRMR
| Q4 25 | — | — | ||
| Q3 25 | $-59.2M | — | ||
| Q1 25 | $-89.3M | — | ||
| Q4 24 | $-84.4M | — | ||
| Q3 24 | $-128.7M | — | ||
| Q2 24 | $49.6M | — | ||
| Q1 24 | $-97.6M | — | ||
| Q4 23 | $-83.2M | — |
自由现金流率ARVNRMR
| Q4 25 | — | — | ||
| Q3 25 | -141.3% | — | ||
| Q1 25 | -47.3% | — | ||
| Q4 24 | -142.6% | — | ||
| Q3 24 | -125.7% | — | ||
| Q2 24 | 64.8% | — | ||
| Q1 24 | -385.8% | — | ||
| Q4 23 | 193.0% | — |
资本支出强度ARVNRMR
| Q4 25 | — | — | ||
| Q3 25 | 0.2% | — | ||
| Q1 25 | 0.2% | — | ||
| Q4 24 | 0.5% | — | ||
| Q3 24 | 0.7% | — | ||
| Q2 24 | 0.9% | — | ||
| Q1 24 | 0.4% | — | ||
| Q4 23 | -0.2% | — |
现金转化率ARVNRMR
| Q4 25 | — | 0.88× | ||
| Q3 25 | — | — | ||
| Q1 25 | -1.07× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — | ||
| Q4 23 | — | — |
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
ARVN
暂无分部数据
RMR
| Management Service Incentive | $23.6M | 35% |
| Industrial Logistics Properties Trust | $15.1M | 23% |
| Managed Private Real Estate Capital | $11.1M | 17% |
| Office Properties Income Trust | $5.6M | 8% |
| Other Private Entities | $5.3M | 8% |
| RMR Residential | $3.4M | 5% |
| Sonesta International Hotels Corporation | $2.1M | 3% |
| Investment Advisory Management And Administrative Service | $1.2M | 2% |
