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Axsome Therapeutics, Inc.（AXSM）与Concrete Pumping Holdings, Inc.（BBCP）财务数据对比。点击上方公司名可切换其他公司
Axsome Therapeutics, Inc.的季度营收约是Concrete Pumping Holdings, Inc.的1.9倍（$191.2M vs $98.9M），Axsome Therapeutics, Inc.同比增速更快（57.4% vs -3.2%），过去两年Axsome Therapeutics, Inc.的营收复合增速更高（48.1% vs 4.8%）
Jazz Pharmaceuticals是一家全球生物制药企业，专注于肿瘤学与神经科学领域的药物研发及商业化。公司2003年在美国加利福尼亚州成立，目前总部位于爱尔兰都柏林，业务覆盖全球多个核心市场。
Concrete Pumping Holdings, Inc.是领先的混凝土泵送服务及相关设备租赁供应商，主要面向美国和英国市场，业务覆盖基础设施建设、商业地产开发、住宅建造等核心建筑领域，为各类项目提供高效安全的混凝土输送解决方案。
AXSM vs BBCP — 直观对比
营收规模更大
AXSM
是对方的1.9倍
$98.9M
营收增速更快
AXSM
高出60.6%
-3.2%
两年增速更快
AXSM
近两年复合增速
4.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $191.2M | $98.9M |
| 净利润 | — | $5.3M |
| 毛利率 | — | 43.8% |
| 营业利润率 | -33.1% | 17.0% |
| 净利率 | — | 5.4% |
| 营收同比 | 57.4% | -3.2% |
| 净利润同比 | — | -43.6% |
| 每股收益（稀释后） | — | $0.09 |
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AXSMBBCP
| Q1 26 | $191.2M | — | ||
| Q4 25 | $196.0M | $98.9M | ||
| Q3 25 | $171.0M | $94.2M | ||
| Q2 25 | $150.0M | $85.2M | ||
| Q1 25 | $121.5M | $78.0M | ||
| Q4 24 | $118.8M | $102.1M | ||
| Q3 24 | $104.8M | $100.6M | ||
| Q2 24 | $87.2M | $98.7M |
净利润AXSMBBCP
| Q1 26 | — | — | ||
| Q4 25 | $-28.6M | $5.3M | ||
| Q3 25 | $-47.2M | $3.7M | ||
| Q2 25 | $-48.0M | $-4.0K | ||
| Q1 25 | $-59.4M | $-2.6M | ||
| Q4 24 | $-74.9M | $9.4M | ||
| Q3 24 | $-64.6M | $7.6M | ||
| Q2 24 | $-79.3M | $3.0M |
毛利率AXSMBBCP
| Q1 26 | — | — | ||
| Q4 25 | — | 43.8% | ||
| Q3 25 | — | 42.9% | ||
| Q2 25 | — | 42.5% | ||
| Q1 25 | — | 40.0% | ||
| Q4 24 | — | 45.3% | ||
| Q3 24 | — | 44.3% | ||
| Q2 24 | — | 42.3% |
营业利润率AXSMBBCP
| Q1 26 | -33.1% | — | ||
| Q4 25 | -13.8% | 17.0% | ||
| Q3 25 | -27.0% | 13.7% | ||
| Q2 25 | -24.5% | 9.7% | ||
| Q1 25 | -46.9% | 4.5% | ||
| Q4 24 | -61.1% | 18.8% | ||
| Q3 24 | -59.8% | 16.5% | ||
| Q2 24 | -89.5% | 12.2% |
净利率AXSMBBCP
| Q1 26 | — | — | ||
| Q4 25 | -14.6% | 5.4% | ||
| Q3 25 | -27.6% | 3.9% | ||
| Q2 25 | -32.0% | -0.0% | ||
| Q1 25 | -48.9% | -3.4% | ||
| Q4 24 | -63.1% | 9.2% | ||
| Q3 24 | -61.7% | 7.5% | ||
| Q2 24 | -91.0% | 3.1% |
每股收益（稀释后）AXSMBBCP
| Q1 26 | — | — | ||
| Q4 25 | $-0.55 | $0.09 | ||
| Q3 25 | $-0.94 | $0.07 | ||
| Q2 25 | $-0.97 | $-0.01 | ||
| Q1 25 | $-1.22 | $-0.06 | ||
| Q4 24 | $-1.54 | $0.16 | ||
| Q3 24 | $-1.34 | $0.13 | ||
| Q2 24 | $-1.67 | $0.05 |
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 | $305.1M | $44.4M |
| 总债务越低越好 | $70.0M | $417.9M |
| 股东权益账面价值 | — | $264.8M |
| 总资产 | $713.6M | $879.5M |
| 负债/权益比越低杠杆越低 | — | 1.58× |
8季度趋势，按日历期对齐
现金及短期投资AXSMBBCP
| Q1 26 | $305.1M | — | ||
| Q4 25 | $322.9M | $44.4M | ||
| Q3 25 | $325.3M | $41.0M | ||
| Q2 25 | $303.0M | $37.8M | ||
| Q1 25 | $300.9M | $85.1M | ||
| Q4 24 | $315.4M | $43.0M | ||
| Q3 24 | $327.3M | $26.3M | ||
| Q2 24 | $315.7M | $18.0M |
总债务AXSMBBCP
| Q1 26 | $70.0M | — | ||
| Q4 25 | — | $417.9M | ||
| Q3 25 | — | $417.6M | ||
| Q2 25 | — | $417.3M | ||
| Q1 25 | — | $417.1M | ||
| Q4 24 | — | $373.3M | ||
| Q3 24 | — | $372.9M | ||
| Q2 24 | — | $372.6M |
股东权益AXSMBBCP
| Q1 26 | — | — | ||
| Q4 25 | $88.3M | $264.8M | ||
| Q3 25 | $73.7M | $261.3M | ||
| Q2 25 | $73.1M | $261.8M | ||
| Q1 25 | $53.2M | $260.7M | ||
| Q4 24 | $57.0M | $321.7M | ||
| Q3 24 | $92.9M | $314.7M | ||
| Q2 24 | $102.9M | $308.3M |
总资产AXSMBBCP
| Q1 26 | $713.6M | — | ||
| Q4 25 | $689.8M | $879.5M | ||
| Q3 25 | $669.3M | $886.0M | ||
| Q2 25 | $639.8M | $878.8M | ||
| Q1 25 | $596.7M | $912.9M | ||
| Q4 24 | $568.5M | $898.0M | ||
| Q3 24 | $561.5M | $890.8M | ||
| Q2 24 | $548.2M | $894.7M |
负债/权益比AXSMBBCP
| Q1 26 | — | — | ||
| Q4 25 | — | 1.58× | ||
| Q3 25 | — | 1.60× | ||
| Q2 25 | — | 1.59× | ||
| Q1 25 | — | 1.60× | ||
| Q4 24 | — | 1.16× | ||
| Q3 24 | — | 1.19× | ||
| Q2 24 | — | 1.21× |
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 | — | $14.5M |
| 自由现金流经营现金流 - 资本支出 | — | $1.9M |
| 自由现金流率自由现金流/营收 | — | 1.9% |
| 资本支出强度资本支出/营收 | — | 12.7% |
| 现金转化率经营现金流/净利润 | — | 2.72× |
| 过去12个月自由现金流最近4个季度 | — | $17.5M |
8季度趋势，按日历期对齐
经营现金流AXSMBBCP
| Q1 26 | — | — | ||
| Q4 25 | $-18.7M | $14.5M | ||
| Q3 25 | $1.0M | $19.1M | ||
| Q2 25 | $-32.4M | $24.7M | ||
| Q1 25 | $-43.4M | $6.0M | ||
| Q4 24 | $-26.2M | $22.4M | ||
| Q3 24 | $-18.6M | $35.0M | ||
| Q2 24 | $-30.1M | $9.1M |
自由现金流AXSMBBCP
| Q1 26 | — | — | ||
| Q4 25 | $-18.7M | $1.9M | ||
| Q3 25 | $988.0K | $4.3M | ||
| Q2 25 | $-32.4M | $11.1M | ||
| Q1 25 | $-43.7M | $191.0K | ||
| Q4 24 | $-26.2M | $16.1M | ||
| Q3 24 | $-18.7M | $26.4M | ||
| Q2 24 | $-30.2M | $-1.9M |
自由现金流率AXSMBBCP
| Q1 26 | — | — | ||
| Q4 25 | -9.6% | 1.9% | ||
| Q3 25 | 0.6% | 4.6% | ||
| Q2 25 | -21.6% | 13.0% | ||
| Q1 25 | -36.0% | 0.2% | ||
| Q4 24 | -22.1% | 15.8% | ||
| Q3 24 | -17.9% | 26.2% | ||
| Q2 24 | -34.6% | -1.9% |
资本支出强度AXSMBBCP
| Q1 26 | — | — | ||
| Q4 25 | 0.0% | 12.7% | ||
| Q3 25 | 0.0% | 15.7% | ||
| Q2 25 | 0.0% | 16.0% | ||
| Q1 25 | 0.3% | 7.5% | ||
| Q4 24 | 0.0% | 6.2% | ||
| Q3 24 | 0.1% | 8.6% | ||
| Q2 24 | 0.1% | 11.2% |
现金转化率AXSMBBCP
| Q1 26 | — | — | ||
| Q4 25 | — | 2.72× | ||
| Q3 25 | — | 5.16× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 2.38× | ||
| Q3 24 | — | 4.63× | ||
| Q2 24 | — | 3.00× |
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
AXSM
| Product sales, net | $189.4M | 99% |
| Royalty revenue and milestone revenue | $1.8M | 1% |
BBCP
| US Concrete Pumping | $72.2M | 73% |
| US Concrete Waste Management Services | $21.3M | 22% |
| Other | $5.4M | 5% |
