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美国运通（AXP）与Ginkgo Bioworks Holdings, Inc.（DNA）财务数据对比。点击上方公司名可切换其他公司
Ginkgo Bioworks Holdings, Inc.的季度营收约是美国运通的1.8倍（$33.4M vs $18.9M），美国运通同比增速更快（11.4% vs -23.8%），过去两年Ginkgo Bioworks Holdings, Inc.的营收复合增速更高（-6.2% vs -95.6%）
美国运通是全球知名的支付服务提供商，主营签账卡、信用卡产品及旅行相关服务，下设全球消费者服务、全球商业服务、全球商户与网络服务三大业务板块，还提供支付融资、网络服务、应付账款费用管理、旅行生活服务等多元解决方案。
Ginkgo Bioworks Holdings, Inc.是一家2008年由五名麻省理工学院科学家创立的美国生物技术企业，由杰森·凯利掌舵。公司专注于基因工程改造，为其他生物科技企业开发具备工业应用价值的菌株，帮助合作方省去合成生物学设计初期的重复研发成本，号称「生物制造平台企业」，2019年估值就已达42亿美元。
AXP vs DNA — 直观对比
营收规模更大
DNA
是对方的1.8倍
$18.9M
营收增速更快
AXP
高出35.3%
-23.8%
两年增速更快
DNA
近两年复合增速
-95.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $18.9M | $33.4M |
| 净利润 | $3.0M | — |
| 毛利率 | — | — |
| 营业利润率 | — | -211.9% |
| 净利率 | 15.7% | — |
| 营收同比 | 11.4% | -23.8% |
| 净利润同比 | 15.0% | — |
| 每股收益（稀释后） | — | $-1.41 |
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AXPDNA
| Q1 26 | $18.9M | — | ||
| Q4 25 | $10.9B | $33.4M | ||
| Q3 25 | $10.4B | $38.8M | ||
| Q2 25 | $10.3B | $49.6M | ||
| Q1 25 | $9.6B | $48.3M | ||
| Q4 24 | $10.0B | $43.8M | ||
| Q3 24 | $9.7B | $89.0M | ||
| Q2 24 | $9.8B | $56.2M |
净利润AXPDNA
| Q1 26 | $3.0M | — | ||
| Q4 25 | $2.5B | — | ||
| Q3 25 | $2.9B | $-80.8M | ||
| Q2 25 | $2.9B | $-60.3M | ||
| Q1 25 | $2.6B | $-91.0M | ||
| Q4 24 | $2.2B | — | ||
| Q3 24 | $2.5B | $-56.4M | ||
| Q2 24 | $3.0B | $-217.2M |
营业利润率AXPDNA
| Q1 26 | — | — | ||
| Q4 25 | 28.2% | -211.9% | ||
| Q3 25 | 36.7% | -231.8% | ||
| Q2 25 | 34.4% | -132.1% | ||
| Q1 25 | 34.6% | -184.1% | ||
| Q4 24 | 27.7% | -236.3% | ||
| Q3 24 | 33.0% | -62.0% | ||
| Q2 24 | 38.6% | -396.7% |
净利率AXPDNA
| Q1 26 | 15.7% | — | ||
| Q4 25 | 22.5% | — | ||
| Q3 25 | 27.9% | -207.9% | ||
| Q2 25 | 28.0% | -121.6% | ||
| Q1 25 | 26.8% | -188.2% | ||
| Q4 24 | 21.8% | — | ||
| Q3 24 | 25.8% | -63.3% | ||
| Q2 24 | 30.7% | -386.4% |
每股收益（稀释后）AXPDNA
| Q1 26 | — | — | ||
| Q4 25 | $3.52 | $-1.41 | ||
| Q3 25 | $4.14 | $-1.45 | ||
| Q2 25 | $4.08 | $-1.10 | ||
| Q1 25 | $3.64 | $-1.68 | ||
| Q4 24 | $3.04 | $-1.91 | ||
| Q3 24 | $3.49 | $-1.08 | ||
| Q2 24 | $4.15 | $-4.23 |
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 | — | $422.6M |
| 总债务越低越好 | $60.4M | — |
| 股东权益账面价值 | $34.0M | $508.6M |
| 总资产 | $308.9M | $1.1B |
| 负债/权益比越低杠杆越低 | 1.78× | — |
8季度趋势，按日历期对齐
现金及短期投资AXPDNA
| Q1 26 | — | — | ||
| Q4 25 | $742.0M | $422.6M | ||
| Q3 25 | $1.3B | $495.5M | ||
| Q2 25 | $197.0M | $559.4M | ||
| Q1 25 | $261.0M | $325.3M | ||
| Q4 24 | $221.0M | $561.6M | ||
| Q3 24 | $120.0M | $616.2M | ||
| Q2 24 | $188.0M | $730.4M |
总债务AXPDNA
| Q1 26 | $60.4M | — | ||
| Q4 25 | $56.4B | — | ||
| Q3 25 | $57.8B | — | ||
| Q2 25 | $58.2B | — | ||
| Q1 25 | $51.2B | — | ||
| Q4 24 | $49.7B | — | ||
| Q3 24 | $53.5B | — | ||
| Q2 24 | $51.5B | — |
股东权益AXPDNA
| Q1 26 | $34.0M | — | ||
| Q4 25 | $33.5B | $508.6M | ||
| Q3 25 | $32.4B | $559.8M | ||
| Q2 25 | $32.3B | $613.0M | ||
| Q1 25 | $31.2B | $647.4M | ||
| Q4 24 | $30.3B | $716.1M | ||
| Q3 24 | $29.7B | $797.9M | ||
| Q2 24 | $29.5B | $833.1M |
总资产AXPDNA
| Q1 26 | $308.9M | — | ||
| Q4 25 | $300.1B | $1.1B | ||
| Q3 25 | $297.6B | $1.2B | ||
| Q2 25 | $295.6B | $1.2B | ||
| Q1 25 | $282.2B | $1.3B | ||
| Q4 24 | $271.5B | $1.4B | ||
| Q3 24 | $271.0B | $1.5B | ||
| Q2 24 | $272.2B | $1.6B |
负债/权益比AXPDNA
| Q1 26 | 1.78× | — | ||
| Q4 25 | 1.68× | — | ||
| Q3 25 | 1.78× | — | ||
| Q2 25 | 1.80× | — | ||
| Q1 25 | 1.64× | — | ||
| Q4 24 | 1.64× | — | ||
| Q3 24 | 1.80× | — | ||
| Q2 24 | 1.74× | — |
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 | — | $-47.7M |
| 自由现金流经营现金流 - 资本支出 | — | $-47.7M |
| 自由现金流率自由现金流/营收 | — | -142.8% |
| 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 | — | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流AXPDNA
| Q1 26 | — | — | ||
| Q4 25 | $3.1B | $-47.7M | ||
| Q3 25 | $6.2B | $-31.6M | ||
| Q2 25 | $4.4B | $-40.3M | ||
| Q1 25 | $4.8B | $-51.5M | ||
| Q4 24 | $5.8B | $-42.4M | ||
| Q3 24 | $-1.8B | $-103.5M | ||
| Q2 24 | $4.5B | $-84.4M |
自由现金流AXPDNA
| Q1 26 | — | — | ||
| Q4 25 | $2.3B | $-47.7M | ||
| Q3 25 | $5.6B | — | ||
| Q2 25 | $3.7B | $-40.3M | ||
| Q1 25 | $4.3B | $-59.1M | ||
| Q4 24 | $5.3B | $-56.1M | ||
| Q3 24 | $-2.3B | $-118.6M | ||
| Q2 24 | $4.0B | $-111.4M |
自由现金流率AXPDNA
| Q1 26 | — | — | ||
| Q4 25 | 21.4% | -142.8% | ||
| Q3 25 | 53.6% | — | ||
| Q2 25 | 36.3% | -81.2% | ||
| Q1 25 | 45.0% | -122.4% | ||
| Q4 24 | 53.1% | -128.0% | ||
| Q3 24 | -23.3% | -133.2% | ||
| Q2 24 | 40.4% | -198.2% |
资本支出强度AXPDNA
| Q1 26 | — | — | ||
| Q4 25 | 6.6% | 0.0% | ||
| Q3 25 | 6.3% | 0.0% | ||
| Q2 25 | 6.0% | 0.1% | ||
| Q1 25 | 4.5% | 15.8% | ||
| Q4 24 | 5.0% | 31.3% | ||
| Q3 24 | 4.7% | 16.9% | ||
| Q2 24 | 5.8% | 48.1% |
现金转化率AXPDNA
| Q1 26 | — | — | ||
| Q4 25 | 1.25× | — | ||
| Q3 25 | 2.15× | — | ||
| Q2 25 | 1.51× | — | ||
| Q1 25 | 1.84× | — | ||
| Q4 24 | 2.66× | — | ||
| Q3 24 | -0.72× | — | ||
| Q2 24 | 1.50× | — |
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
AXP
| Discount revenue | $9.5M | 50% |
| Other | $8.9M | 47% |
| Deposits with banks and other | $512.0K | 3% |
DNA
| Cell Engineering Segment | $26.0M | 78% |
| Other | $7.4M | 22% |
