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Axogen, Inc.(AXGN)与PDF SOLUTIONS INC(PDFS)财务数据对比。点击上方公司名可切换其他公司
PDF SOLUTIONS INC的季度营收约是Axogen, Inc.的1.0倍($62.4M vs $61.5M),PDF SOLUTIONS INC净利率更高(-0.1% vs -31.9%,领先31.8%),Axogen, Inc.同比增速更快(26.6% vs 24.6%),PDF SOLUTIONS INC自由现金流更多($7.5M vs $-1.4M),过去两年PDF SOLUTIONS INC的营收复合增速更高(22.9% vs 13.3%)
Axogen总部位于美国佛罗里达州阿拉楚阿,是外科解决方案提供商,专注开发周围神经损伤修复相关产品,涵盖人体组织移植物、神经连接器、软组织膜等,旗下AVANCE细胞移植技术可模拟人体神经结构,临床数据显示其产品帮助87%的周围神经损伤患者实现感觉与运动功能恢复,2013年完成1800万美元首次公开募股。
PDF Solutions Inc是一家总部位于美国加利福尼亚州圣克拉拉的跨国企业,主营软件业务与工程技术服务,目前在纳斯达克交易所挂牌上市,股票代码为PDFS。
AXGN vs PDFS — 直观对比
营收规模更大
PDFS
是对方的1.0倍
$61.5M
营收增速更快
AXGN
高出2.0%
24.6%
净利率更高
PDFS
高出31.8%
-31.9%
自由现金流更多
PDFS
多$8.9M
$-1.4M
两年增速更快
PDFS
近两年复合增速
13.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $61.5M | $62.4M |
| 净利润 | $-19.6M | $-48.0K |
| 毛利率 | 75.2% | 72.9% |
| 营业利润率 | 20.2% | 5.5% |
| 净利率 | -31.9% | -0.1% |
| 营收同比 | 26.6% | 24.6% |
| 净利润同比 | -410.8% | -108.9% |
| 每股收益(稀释后) | $-0.38 | $0.00 |
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
AXGN
PDFS
| Q1 26 | $61.5M | — | ||
| Q4 25 | $59.9M | $62.4M | ||
| Q3 25 | $60.1M | $57.1M | ||
| Q2 25 | $56.7M | $51.7M | ||
| Q1 25 | $48.6M | $47.8M | ||
| Q4 24 | $49.4M | $50.1M | ||
| Q3 24 | $48.6M | $46.4M | ||
| Q2 24 | $47.9M | $41.7M |
净利润
AXGN
PDFS
| Q1 26 | $-19.6M | — | ||
| Q4 25 | $-13.2M | $-48.0K | ||
| Q3 25 | $708.0K | $1.3M | ||
| Q2 25 | $579.0K | $1.1M | ||
| Q1 25 | $-3.8M | $-3.0M | ||
| Q4 24 | $450.0K | $539.0K | ||
| Q3 24 | $-1.9M | $2.2M | ||
| Q2 24 | $-1.9M | $1.7M |
毛利率
AXGN
PDFS
| Q1 26 | 75.2% | — | ||
| Q4 25 | 74.1% | 72.9% | ||
| Q3 25 | 76.6% | 72.3% | ||
| Q2 25 | 74.2% | 71.2% | ||
| Q1 25 | 71.9% | 72.9% | ||
| Q4 24 | 76.1% | 68.3% | ||
| Q3 24 | 74.9% | 73.1% | ||
| Q2 24 | 73.8% | 70.6% |
营业利润率
AXGN
PDFS
| Q1 26 | 20.2% | — | ||
| Q4 25 | -16.3% | 5.5% | ||
| Q3 25 | 3.2% | 8.5% | ||
| Q2 25 | 3.0% | 2.2% | ||
| Q1 25 | -3.4% | -7.4% | ||
| Q4 24 | 4.1% | 1.0% | ||
| Q3 24 | -0.6% | 4.6% | ||
| Q2 24 | -0.9% | 0.6% |
净利率
AXGN
PDFS
| Q1 26 | -31.9% | — | ||
| Q4 25 | -22.0% | -0.1% | ||
| Q3 25 | 1.2% | 2.3% | ||
| Q2 25 | 1.0% | 2.2% | ||
| Q1 25 | -7.9% | -6.3% | ||
| Q4 24 | 0.9% | 1.1% | ||
| Q3 24 | -3.8% | 4.8% | ||
| Q2 24 | -4.0% | 4.1% |
每股收益(稀释后)
AXGN
PDFS
| Q1 26 | $-0.38 | — | ||
| Q4 25 | $-0.28 | $0.00 | ||
| Q3 25 | $0.01 | $0.03 | ||
| Q2 25 | $0.01 | $0.03 | ||
| Q1 25 | $-0.08 | $-0.08 | ||
| Q4 24 | $-0.00 | $0.01 | ||
| Q3 24 | $-0.04 | $0.06 | ||
| Q2 24 | $-0.04 | $0.04 |
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 | $82.7M | $42.2M |
| 总债务越低越好 | — | $67.0M |
| 股东权益账面价值 | $244.8M | $271.0M |
| 总资产 | $289.5M | $418.7M |
| 负债/权益比越低杠杆越低 | — | 0.25× |
8季度趋势,按日历期对齐
现金及短期投资
AXGN
PDFS
| Q1 26 | $82.7M | — | ||
| Q4 25 | $41.5M | $42.2M | ||
| Q3 25 | $35.8M | $35.9M | ||
| Q2 25 | $29.9M | $40.4M | ||
| Q1 25 | $22.1M | $54.1M | ||
| Q4 24 | $33.5M | $114.9M | ||
| Q3 24 | $24.5M | $120.2M | ||
| Q2 24 | $21.1M | $117.9M |
总债务
AXGN
PDFS
| Q1 26 | — | — | ||
| Q4 25 | $48.4M | $67.0M | ||
| Q3 25 | $48.2M | $67.6M | ||
| Q2 25 | $47.9M | $68.1M | ||
| Q1 25 | $47.7M | $68.7M | ||
| Q4 24 | $47.5M | — | ||
| Q3 24 | $47.3M | — | ||
| Q2 24 | $47.0M | — |
股东权益
AXGN
PDFS
| Q1 26 | $244.8M | — | ||
| Q4 25 | $128.8M | $271.0M | ||
| Q3 25 | $120.8M | $264.4M | ||
| Q2 25 | $112.3M | $257.5M | ||
| Q1 25 | $105.4M | $249.0M | ||
| Q4 24 | $103.9M | $246.0M | ||
| Q3 24 | $99.4M | $240.5M | ||
| Q2 24 | $95.7M | $232.2M |
总资产
AXGN
PDFS
| Q1 26 | $289.5M | — | ||
| Q4 25 | $221.7M | $418.7M | ||
| Q3 25 | $216.4M | $406.4M | ||
| Q2 25 | $205.5M | $391.1M | ||
| Q1 25 | $196.2M | $390.0M | ||
| Q4 24 | $203.7M | $315.3M | ||
| Q3 24 | $192.0M | $307.4M | ||
| Q2 24 | $188.9M | $298.0M |
负债/权益比
AXGN
PDFS
| Q1 26 | — | — | ||
| Q4 25 | 0.38× | 0.25× | ||
| Q3 25 | 0.40× | 0.26× | ||
| Q2 25 | 0.43× | 0.26× | ||
| Q1 25 | 0.45× | 0.28× | ||
| Q4 24 | 0.46× | — | ||
| Q3 24 | 0.48× | — | ||
| Q2 24 | 0.49× | — |
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 | — | $17.3M |
| 自由现金流经营现金流 - 资本支出 | $-1.4M | $7.5M |
| 自由现金流率自由现金流/营收 | -2.3% | 12.1% |
| 资本支出强度资本支出/营收 | — | 15.7% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $9.1M | $-8.6M |
8季度趋势,按日历期对齐
经营现金流
AXGN
PDFS
| Q1 26 | — | — | ||
| Q4 25 | $3.0M | $17.3M | ||
| Q3 25 | $3.2M | $3.3M | ||
| Q2 25 | $7.7M | $-5.2M | ||
| Q1 25 | $-13.2M | $8.6M | ||
| Q4 24 | $8.7M | $1.6M | ||
| Q3 24 | $3.9M | $9.3M | ||
| Q2 24 | $4.2M | $684.0K |
自由现金流
AXGN
PDFS
| Q1 26 | $-1.4M | — | ||
| Q4 25 | $1.8M | $7.5M | ||
| Q3 25 | $1.7M | $-2.9M | ||
| Q2 25 | $7.0M | $-13.8M | ||
| Q1 25 | $-13.4M | $535.0K | ||
| Q4 24 | $8.1M | $-4.0M | ||
| Q3 24 | $3.3M | $5.1M | ||
| Q2 24 | $3.3M | $-4.6M |
自由现金流率
AXGN
PDFS
| Q1 26 | -2.3% | — | ||
| Q4 25 | 3.0% | 12.1% | ||
| Q3 25 | 2.8% | -5.1% | ||
| Q2 25 | 12.4% | -26.6% | ||
| Q1 25 | -27.7% | 1.1% | ||
| Q4 24 | 16.3% | -8.0% | ||
| Q3 24 | 6.8% | 11.0% | ||
| Q2 24 | 6.8% | -11.1% |
资本支出强度
AXGN
PDFS
| Q1 26 | — | — | ||
| Q4 25 | 2.1% | 15.7% | ||
| Q3 25 | 2.5% | 10.8% | ||
| Q2 25 | 1.3% | 16.5% | ||
| Q1 25 | 0.5% | 17.0% | ||
| Q4 24 | 1.4% | 11.3% | ||
| Q3 24 | 1.2% | 9.0% | ||
| Q2 24 | 1.9% | 12.8% |
现金转化率
AXGN
PDFS
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 4.55× | 2.54× | ||
| Q2 25 | 13.35× | -4.55× | ||
| Q1 25 | — | — | ||
| Q4 24 | 19.41× | 2.98× | ||
| Q3 24 | — | 4.20× | ||
| Q2 24 | — | 0.40× |
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
AXGN
暂无分部数据
PDFS
| Volumebased | $38.0M | 61% |
| Other | $24.4M | 39% |