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美国运通（AXP）与SUTRO BIOPHARMA, INC.（STRO）财务数据对比。点击上方公司名可切换其他公司
美国运通的季度营收约是SUTRO BIOPHARMA, INC.的1.6倍（$18.9M vs $11.6M），美国运通同比增速更快（11.4% vs -21.4%），过去两年SUTRO BIOPHARMA, INC.的营收复合增速更高（-5.4% 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。
Sutro Biopharma是一家上市生物科技公司，总部位于加州南旧金山，专注于临床阶段药物的研发、开发与生产。公司依托自主专有的无细胞蛋白质合成平台，结合蛋白质工程与理性设计技术开发肿瘤治疗药物。公司2003年成立时名为Fundamental Applied Biology，2009年改用现名。
AXP vs STRO — 直观对比
营收规模更大
AXP
是对方的1.6倍
$11.6M
营收增速更快
AXP
高出32.8%
-21.4%
两年增速更快
STRO
近两年复合增速
-95.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $18.9M | $11.6M |
| 净利润 | $3.0M | — |
| 毛利率 | — | — |
| 营业利润率 | — | — |
| 净利率 | 15.7% | — |
| 营收同比 | 11.4% | -21.4% |
| 净利润同比 | 15.0% | 35.4% |
| 每股收益（稀释后） | — | — |
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AXPSTRO
| Q1 26 | $18.9M | — | ||
| Q4 25 | $10.9B | $11.6M | ||
| Q3 25 | $10.4B | $9.7M | ||
| Q2 25 | $10.3B | $63.7M | ||
| Q1 25 | $9.6B | $17.4M | ||
| Q4 24 | $10.0B | $14.8M | ||
| Q3 24 | $9.7B | $8.5M | ||
| Q2 24 | $9.8B | $25.7M |
净利润AXPSTRO
| Q1 26 | $3.0M | — | ||
| Q4 25 | $2.5B | — | ||
| Q3 25 | $2.9B | $-56.9M | ||
| Q2 25 | $2.9B | $-11.5M | ||
| Q1 25 | $2.6B | $-76.0M | ||
| Q4 24 | $2.2B | $-72.4M | ||
| Q3 24 | $2.5B | $-48.8M | ||
| Q2 24 | $3.0B | $-48.0M |
营业利润率AXPSTRO
| Q1 26 | — | — | ||
| Q4 25 | 28.2% | — | ||
| Q3 25 | 36.7% | -499.9% | ||
| Q2 25 | 34.4% | -5.2% | ||
| Q1 25 | 34.6% | -393.8% | ||
| Q4 24 | 27.7% | -440.7% | ||
| Q3 24 | 33.0% | -797.2% | ||
| Q2 24 | 38.6% | -189.4% |
净利率AXPSTRO
| Q1 26 | 15.7% | — | ||
| Q4 25 | 22.5% | — | ||
| Q3 25 | 27.9% | -586.6% | ||
| Q2 25 | 28.0% | -18.0% | ||
| Q1 25 | 26.8% | -436.6% | ||
| Q4 24 | 21.8% | -489.2% | ||
| Q3 24 | 25.8% | -572.6% | ||
| Q2 24 | 30.7% | -186.8% |
每股收益（稀释后）AXPSTRO
| Q1 26 | — | — | ||
| Q4 25 | $3.52 | — | ||
| Q3 25 | $4.14 | $-0.67 | ||
| Q2 25 | $4.08 | $-0.14 | ||
| Q1 25 | $3.64 | $-0.91 | ||
| Q4 24 | $3.04 | $-27.63 | ||
| Q3 24 | $3.49 | $-0.59 | ||
| Q2 24 | $4.15 | $-0.59 |
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 | — | $141.4M |
| 总债务越低越好 | $60.4M | — |
| 股东权益账面价值 | $34.0M | $-132.5M |
| 总资产 | $308.9M | $173.8M |
| 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AXPSTRO
| Q1 26 | — | — | ||
| Q4 25 | $742.0M | $141.4M | ||
| Q3 25 | $1.3B | $167.6M | ||
| Q2 25 | $197.0M | $205.1M | ||
| Q1 25 | $261.0M | $249.0M | ||
| Q4 24 | $221.0M | $316.9M | ||
| Q3 24 | $120.0M | $388.3M | ||
| Q2 24 | $188.0M | $375.6M |
总债务AXPSTRO
| 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AXPSTRO
| Q1 26 | $34.0M | — | ||
| Q4 25 | $33.5B | $-132.5M | ||
| Q3 25 | $32.4B | $-87.3M | ||
| Q2 25 | $32.3B | $-32.1M | ||
| Q1 25 | $31.2B | $-25.8M | ||
| Q4 24 | $30.3B | $44.6M | ||
| Q3 24 | $29.7B | $111.2M | ||
| Q2 24 | $29.5B | $152.2M |
总资产AXPSTRO
| Q1 26 | $308.9M | — | ||
| Q4 25 | $300.1B | $173.8M | ||
| Q3 25 | $297.6B | $209.7M | ||
| Q2 25 | $295.6B | $262.4M | ||
| Q1 25 | $282.2B | $321.4M | ||
| Q4 24 | $271.5B | $387.2M | ||
| Q3 24 | $271.0B | $451.8M | ||
| Q2 24 | $272.2B | $489.0M |
负债/权益比AXPSTRO
| 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 | — | $-177.2M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 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AXPSTRO
| Q1 26 | — | — | ||
| Q4 25 | $3.1B | $-177.2M | ||
| Q3 25 | $6.2B | $-38.2M | ||
| Q2 25 | $4.4B | $-44.7M | ||
| Q1 25 | $4.8B | $-67.9M | ||
| Q4 24 | $5.8B | $-71.7M | ||
| Q3 24 | $-1.8B | $-64.5M | ||
| Q2 24 | $4.5B | $9.5M |
自由现金流AXPSTRO
| Q1 26 | — | — | ||
| Q4 25 | $2.3B | — | ||
| Q3 25 | $5.6B | — | ||
| Q2 25 | $3.7B | — | ||
| Q1 25 | $4.3B | — | ||
| Q4 24 | $5.3B | — | ||
| Q3 24 | $-2.3B | — | ||
| Q2 24 | $4.0B | — |
自由现金流率AXPSTRO
| Q1 26 | — | — | ||
| Q4 25 | 21.4% | — | ||
| Q3 25 | 53.6% | — | ||
| Q2 25 | 36.3% | — | ||
| Q1 25 | 45.0% | — | ||
| Q4 24 | 53.1% | — | ||
| Q3 24 | -23.3% | — | ||
| Q2 24 | 40.4% | — |
资本支出强度AXPSTRO
| Q1 26 | — | — | ||
| Q4 25 | 6.6% | — | ||
| Q3 25 | 6.3% | — | ||
| Q2 25 | 6.0% | — | ||
| Q1 25 | 4.5% | — | ||
| Q4 24 | 5.0% | — | ||
| Q3 24 | 4.7% | — | ||
| Q2 24 | 5.8% | — |
现金转化率AXPSTRO
| 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% |
STRO
暂无分部数据
