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ARROWHEAD PHARMACEUTICALS, INC.（ARWR）与Lovesac Co（LOVE）财务数据对比。点击上方公司名可切换其他公司
ARROWHEAD PHARMACEUTICALS, INC.的季度营收约是Lovesac Co的1.8倍（$264.0M vs $150.2M），ARROWHEAD PHARMACEUTICALS, INC.净利率更高（11.7% vs -7.0%，领先18.7%），ARROWHEAD PHARMACEUTICALS, INC.同比增速更快（10461.3% vs 0.2%），ARROWHEAD PHARMACEUTICALS, INC.自由现金流更多（$11.3M vs $-10.2M）
Arrowhead Pharmaceuticals是总部位于美国加利福尼亚州帕萨迪纳的上市生物制药企业，专注于通过RNA干扰（RNAi）作用机制开发创新药物，核心研发管线覆盖乙型肝炎、α-1抗胰蛋白酶缺陷相关肝病及心血管疾病的治疗领域。
Lovesac是美国的家具零售商，主打拥有专利的Sactionals模块化沙发系统，该系统由可自由组合的座部、侧部模块，以及定制沙发套和相关配件组成。除模块化沙发外，品牌还销售采用独家发泡混合材料填充的袋式懒人座椅。
ARWR vs LOVE — 直观对比
营收规模更大
ARWR
是对方的1.8倍
$150.2M
营收增速更快
ARWR
高出10461.1%
0.2%
净利率更高
ARWR
高出18.7%
-7.0%
自由现金流更多
ARWR
多$21.5M
$-10.2M
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $264.0M | $150.2M |
| 净利润 | $30.8M | $-10.6M |
| 毛利率 | — | 56.1% |
| 营业利润率 | 15.5% | -10.5% |
| 净利率 | 11.7% | -7.0% |
| 营收同比 | 10461.3% | 0.2% |
| 净利润同比 | 117.8% | -114.0% |
| 每股收益（稀释后） | $0.22 | $-0.72 |
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ARWRLOVE
| Q4 25 | $264.0M | $150.2M | ||
| Q3 25 | — | $160.5M | ||
| Q2 25 | — | $138.4M | ||
| Q1 25 | — | $241.5M | ||
| Q4 24 | — | $149.9M | ||
| Q3 24 | — | $156.6M | ||
| Q2 24 | — | $132.6M | ||
| Q1 24 | — | $250.5M |
净利润ARWRLOVE
| Q4 25 | $30.8M | $-10.6M | ||
| Q3 25 | — | $-6.7M | ||
| Q2 25 | — | $-10.8M | ||
| Q1 25 | — | $35.3M | ||
| Q4 24 | — | $-4.9M | ||
| Q3 24 | — | $-5.9M | ||
| Q2 24 | — | $-13.0M | ||
| Q1 24 | — | $31.0M |
毛利率ARWRLOVE
| Q4 25 | — | 56.1% | ||
| Q3 25 | — | 56.4% | ||
| Q2 25 | — | 53.7% | ||
| Q1 25 | — | 60.4% | ||
| Q4 24 | — | 58.5% | ||
| Q3 24 | — | 59.0% | ||
| Q2 24 | — | 54.3% | ||
| Q1 24 | — | 59.7% |
营业利润率ARWRLOVE
| Q4 25 | 15.5% | -10.5% | ||
| Q3 25 | — | -5.5% | ||
| Q2 25 | — | -10.8% | ||
| Q1 25 | — | 19.7% | ||
| Q4 24 | — | -5.2% | ||
| Q3 24 | — | -5.3% | ||
| Q2 24 | — | -13.5% | ||
| Q1 24 | — | 16.1% |
净利率ARWRLOVE
| Q4 25 | 11.7% | -7.0% | ||
| Q3 25 | — | -4.1% | ||
| Q2 25 | — | -7.8% | ||
| Q1 25 | — | 14.6% | ||
| Q4 24 | — | -3.3% | ||
| Q3 24 | — | -3.7% | ||
| Q2 24 | — | -9.8% | ||
| Q1 24 | — | 12.4% |
每股收益（稀释后）ARWRLOVE
| Q4 25 | $0.22 | $-0.72 | ||
| Q3 25 | — | $-0.45 | ||
| Q2 25 | — | $-0.73 | ||
| Q1 25 | — | $2.22 | ||
| Q4 24 | — | $-0.32 | ||
| Q3 24 | — | $-0.38 | ||
| Q2 24 | — | $-0.83 | ||
| Q1 24 | — | $1.91 |
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 | $715.0M | $23.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $568.4M | $189.3M |
| 总资产 | $1.6B | $495.5M |
| 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ARWRLOVE
| Q4 25 | $715.0M | $23.7M | ||
| Q3 25 | — | $34.2M | ||
| Q2 25 | — | $26.9M | ||
| Q1 25 | — | $83.7M | ||
| Q4 24 | — | $61.7M | ||
| Q3 24 | — | $72.1M | ||
| Q2 24 | — | $72.4M | ||
| Q1 24 | — | $87.0M |
股东权益ARWRLOVE
| Q4 25 | $568.4M | $189.3M | ||
| Q3 25 | — | $197.5M | ||
| Q2 25 | — | $201.2M | ||
| Q1 25 | — | $216.4M | ||
| Q4 24 | — | $196.5M | ||
| Q3 24 | — | $202.1M | ||
| Q2 24 | — | $205.3M | ||
| Q1 24 | — | $217.5M |
总资产ARWRLOVE
| Q4 25 | $1.6B | $495.5M | ||
| Q3 25 | — | $493.7M | ||
| Q2 25 | — | $483.7M | ||
| Q1 25 | — | $532.3M | ||
| Q4 24 | — | $499.7M | ||
| Q3 24 | — | $481.1M | ||
| Q2 24 | — | $477.2M | ||
| Q1 24 | — | $482.2M |
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 | $13.5M | $-4.9M |
| 自由现金流经营现金流 - 资本支出 | $11.3M | $-10.2M |
| 自由现金流率自由现金流/营收 | 4.3% | -6.8% |
| 资本支出强度资本支出/营收 | 0.8% | 3.5% |
| 现金转化率经营现金流/净利润 | 0.44× | — |
| 过去12个月自由现金流最近4个季度 | — | $-13.6M |
8季度趋势，按日历期对齐
经营现金流ARWRLOVE
| Q4 25 | $13.5M | $-4.9M | ||
| Q3 25 | — | $12.2M | ||
| Q2 25 | — | $-41.4M | ||
| Q1 25 | — | $44.0M | ||
| Q4 24 | — | $-4.2M | ||
| Q3 24 | — | $6.2M | ||
| Q2 24 | — | $-7.0M | ||
| Q1 24 | — | $56.3M |
自由现金流ARWRLOVE
| Q4 25 | $11.3M | $-10.2M | ||
| Q3 25 | — | $7.8M | ||
| Q2 25 | — | $-50.0M | ||
| Q1 25 | — | $38.7M | ||
| Q4 24 | — | $-6.6M | ||
| Q3 24 | — | $119.0K | ||
| Q2 24 | — | $-14.3M | ||
| Q1 24 | — | $49.5M |
自由现金流率ARWRLOVE
| Q4 25 | 4.3% | -6.8% | ||
| Q3 25 | — | 4.9% | ||
| Q2 25 | — | -36.1% | ||
| Q1 25 | — | 16.0% | ||
| Q4 24 | — | -4.4% | ||
| Q3 24 | — | 0.1% | ||
| Q2 24 | — | -10.8% | ||
| Q1 24 | — | 19.8% |
资本支出强度ARWRLOVE
| Q4 25 | 0.8% | 3.5% | ||
| Q3 25 | — | 2.7% | ||
| Q2 25 | — | 6.2% | ||
| Q1 25 | — | 2.2% | ||
| Q4 24 | — | 1.6% | ||
| Q3 24 | — | 3.9% | ||
| Q2 24 | — | 5.5% | ||
| Q1 24 | — | 2.7% |
现金转化率ARWRLOVE
| Q4 25 | 0.44× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 1.25× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 1.82× |
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
ARWR
暂无分部数据
LOVE
| Showrooms | $102.7M | 68% |
| Internet | $37.3M | 25% |
| Other | $10.2M | 7% |
