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ASPEN AEROGELS INC（ASPN）与RIGEL PHARMACEUTICALS INC（RIGL）财务数据对比。点击上方公司名可切换其他公司
RIGEL PHARMACEUTICALS INC的季度营收约是ASPEN AEROGELS INC的1.7倍（$69.8M vs $41.3M），RIGEL PHARMACEUTICALS INC净利率更高（384.0% vs -176.4%，领先560.4%），RIGEL PHARMACEUTICALS INC同比增速更快（21.2% vs -66.4%），过去两年RIGEL PHARMACEUTICALS INC的营收复合增速更高（53.7% vs -33.9%）
Aspen Aerogels Inc是全球领先的气凝胶基高性能隔热及热管理材料生产商，产品广泛应用于可再生能源、油气基础设施、航空航天、商业建筑与工业制造领域，核心市场覆盖北美、欧洲及亚太地区，旗下材料以优异的耐热性、防火性能和轻量化特性广受客户认可。
Rigel制药是一家临床阶段生物技术企业，专注于研发及商业化针对自身免疫性疾病、炎症性疾病与血液疾病的靶向小分子疗法，核心市场位于美国，旗下已获批产品可治疗成人免疫性血小板减少症，致力于满足未被覆盖的临床医疗需求。
ASPN vs RIGL — 直观对比
营收规模更大
RIGL
是对方的1.7倍
$41.3M
营收增速更快
RIGL
高出87.6%
-66.4%
净利率更高
RIGL
高出560.4%
-176.4%
两年增速更快
RIGL
近两年复合增速
-33.9%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $41.3M | $69.8M |
| 净利润 | $-72.9M | $268.1M |
| 毛利率 | -55.5% | 91.5% |
| 营业利润率 | -170.3% | 33.2% |
| 净利率 | -176.4% | 384.0% |
| 营收同比 | -66.4% | 21.2% |
| 净利润同比 | -741.7% | 1769.2% |
| 每股收益（稀释后） | $-0.87 | $14.11 |
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ASPNRIGL
| Q4 25 | $41.3M | $69.8M | ||
| Q3 25 | $73.0M | $69.5M | ||
| Q2 25 | $78.0M | $101.7M | ||
| Q1 25 | $78.7M | $53.3M | ||
| Q4 24 | $123.1M | $57.6M | ||
| Q3 24 | $117.3M | $55.3M | ||
| Q2 24 | $117.8M | $36.8M | ||
| Q1 24 | $94.5M | $29.5M |
净利润ASPNRIGL
| Q4 25 | $-72.9M | $268.1M | ||
| Q3 25 | $-6.3M | $27.9M | ||
| Q2 25 | $-9.1M | $59.6M | ||
| Q1 25 | $-301.2M | $11.4M | ||
| Q4 24 | $11.4M | $14.3M | ||
| Q3 24 | $-13.0M | $12.4M | ||
| Q2 24 | $16.8M | $-1.0M | ||
| Q1 24 | $-1.8M | $-8.2M |
毛利率ASPNRIGL
| Q4 25 | -55.5% | 91.5% | ||
| Q3 25 | 28.5% | 93.2% | ||
| Q2 25 | 32.4% | 95.6% | ||
| Q1 25 | 29.0% | 91.7% | ||
| Q4 24 | 38.3% | 89.9% | ||
| Q3 24 | 41.8% | 85.5% | ||
| Q2 24 | 43.8% | 92.4% | ||
| Q1 24 | 37.2% | 93.1% |
营业利润率ASPNRIGL
| Q4 25 | -170.3% | 33.2% | ||
| Q3 25 | -4.6% | 40.9% | ||
| Q2 25 | -6.6% | 60.1% | ||
| Q1 25 | -380.2% | 23.9% | ||
| Q4 24 | 12.0% | 28.9% | ||
| Q3 24 | 14.8% | 25.4% | ||
| Q2 24 | 17.0% | 1.2% | ||
| Q1 24 | 2.6% | -23.6% |
净利率ASPNRIGL
| Q4 25 | -176.4% | 384.0% | ||
| Q3 25 | -8.7% | 40.2% | ||
| Q2 25 | -11.6% | 58.6% | ||
| Q1 25 | -382.7% | 21.5% | ||
| Q4 24 | 9.2% | 24.9% | ||
| Q3 24 | -11.1% | 22.5% | ||
| Q2 24 | 14.3% | -2.8% | ||
| Q1 24 | -1.9% | -27.9% |
每股收益（稀释后）ASPNRIGL
| Q4 25 | $-0.87 | $14.11 | ||
| Q3 25 | $-0.08 | $1.46 | ||
| Q2 25 | $-0.11 | $3.28 | ||
| Q1 25 | $-3.67 | $0.63 | ||
| Q4 24 | $0.15 | $0.82 | ||
| Q3 24 | $-0.17 | $0.70 | ||
| Q2 24 | $0.21 | $-0.06 | ||
| Q1 24 | $-0.02 | $-0.47 |
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 | $156.9M | $155.0M |
| 总债务越低越好 | $65.5M | $52.5M |
| 股东权益账面价值 | $235.5M | $391.5M |
| 总资产 | $406.7M | $513.6M |
| 负债/权益比越低杠杆越低 | 0.28× | 0.13× |
8季度趋势，按日历期对齐
现金及短期投资ASPNRIGL
| Q4 25 | $156.9M | $155.0M | ||
| Q3 25 | $150.7M | $137.1M | ||
| Q2 25 | $167.6M | $108.4M | ||
| Q1 25 | $192.0M | $77.1M | ||
| Q4 24 | $220.9M | $77.3M | ||
| Q3 24 | $113.5M | $61.1M | ||
| Q2 24 | $91.4M | $49.1M | ||
| Q1 24 | $101.5M | $49.5M |
总债务ASPNRIGL
| Q4 25 | $65.5M | $52.5M | ||
| Q3 25 | $70.1M | $60.0M | ||
| Q2 25 | $77.3M | $60.0M | ||
| Q1 25 | $95.4M | $60.0M | ||
| Q4 24 | $95.0M | $60.0M | ||
| Q3 24 | $93.7M | $60.0M | ||
| Q2 24 | — | $60.0M | ||
| Q1 24 | — | $60.0M |
股东权益ASPNRIGL
| Q4 25 | $235.5M | $391.5M | ||
| Q3 25 | $305.7M | $117.6M | ||
| Q2 25 | $308.8M | $81.9M | ||
| Q1 25 | $314.8M | $18.6M | ||
| Q4 24 | $614.7M | $3.3M | ||
| Q3 24 | $507.6M | $-14.6M | ||
| Q2 24 | $517.8M | $-29.9M | ||
| Q1 24 | $491.2M | $-31.7M |
总资产ASPNRIGL
| Q4 25 | $406.7M | $513.6M | ||
| Q3 25 | $491.4M | $242.5M | ||
| Q2 25 | $525.1M | $206.7M | ||
| Q1 25 | $555.0M | $176.0M | ||
| Q4 24 | $895.1M | $164.0M | ||
| Q3 24 | $782.6M | $139.4M | ||
| Q2 24 | $748.6M | $128.4M | ||
| Q1 24 | $698.0M | $126.5M |
负债/权益比ASPNRIGL
| Q4 25 | 0.28× | 0.13× | ||
| Q3 25 | 0.23× | 0.51× | ||
| Q2 25 | 0.25× | 0.73× | ||
| Q1 25 | 0.30× | 3.23× | ||
| Q4 24 | 0.15× | 18.25× | ||
| Q3 24 | 0.18× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $16.1M | $22.0M |
| 自由现金流经营现金流 - 资本支出 | $13.7M | — |
| 自由现金流率自由现金流/营收 | 33.1% | — |
| 资本支出强度资本支出/营收 | 6.0% | — |
| 现金转化率经营现金流/净利润 | — | 0.08× |
| 过去12个月自由现金流最近4个季度 | $-4.6M | — |
8季度趋势，按日历期对齐
经营现金流ASPNRIGL
| Q4 25 | $16.1M | $22.0M | ||
| Q3 25 | $15.0M | $24.0M | ||
| Q2 25 | $-3.9M | $30.5M | ||
| Q1 25 | $5.6M | $-893.0K | ||
| Q4 24 | $35.7M | $14.5M | ||
| Q3 24 | $20.8M | $21.7M | ||
| Q2 24 | $6.8M | $302.0K | ||
| Q1 24 | $-17.7M | $-5.0M |
自由现金流ASPNRIGL
| Q4 25 | $13.7M | — | ||
| Q3 25 | $5.9M | — | ||
| Q2 25 | $-16.8M | — | ||
| Q1 25 | $-7.4M | — | ||
| Q4 24 | $20.9M | — | ||
| Q3 24 | $-50.0K | — | ||
| Q2 24 | $-18.0M | — | ||
| Q1 24 | $-43.6M | — |
自由现金流率ASPNRIGL
| Q4 25 | 33.1% | — | ||
| Q3 25 | 8.1% | — | ||
| Q2 25 | -21.6% | — | ||
| Q1 25 | -9.4% | — | ||
| Q4 24 | 17.0% | — | ||
| Q3 24 | -0.0% | — | ||
| Q2 24 | -15.3% | — | ||
| Q1 24 | -46.1% | — |
资本支出强度ASPNRIGL
| Q4 25 | 6.0% | — | ||
| Q3 25 | 12.5% | — | ||
| Q2 25 | 16.5% | — | ||
| Q1 25 | 16.5% | — | ||
| Q4 24 | 12.0% | — | ||
| Q3 24 | 17.7% | — | ||
| Q2 24 | 21.1% | — | ||
| Q1 24 | 27.4% | — |
现金转化率ASPNRIGL
| Q4 25 | — | 0.08× | ||
| Q3 25 | — | 0.86× | ||
| Q2 25 | — | 0.51× | ||
| Q1 25 | — | -0.08× | ||
| Q4 24 | 3.14× | 1.01× | ||
| Q3 24 | — | 1.75× | ||
| Q2 24 | 0.41× | — | ||
| Q1 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
ASPN
| Energy Industrial | $14.5M | 35% |
| Other | $13.9M | 34% |
| Thermal Barrier | $12.9M | 31% |
RIGL
暂无分部数据
