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Axsome Therapeutics, Inc.（AXSM）与南玻集团（CSGS）财务数据对比。点击上方公司名可切换其他公司
南玻集团的季度营收约是Axsome Therapeutics, Inc.的1.6倍（$323.1M vs $196.0M），南玻集团净利率更高（2.2% vs -14.6%，领先16.7%），Axsome Therapeutics, Inc.同比增速更快（65.0% vs 2.0%），南玻集团自由现金流更多（$55.8M vs $-18.7M），过去两年Axsome Therapeutics, Inc.的营收复合增速更高（61.7% vs 4.6%）
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。
中国南玻集团股份有限公司是中国规模最大的建筑玻璃生产商，业务涵盖浮法玻璃、建筑玻璃、显示玻璃、汽车玻璃、镀膜玻璃、镜子、彩滤玻璃、太阳能玻璃及节能玻璃等各类玻璃产品的研发、生产与销售，产品广泛应用于建筑、消费电子、新能源汽车、光伏等多个领域。
AXSM vs CSGS — 直观对比
营收规模更大
CSGS
是对方的1.6倍
$196.0M
营收增速更快
AXSM
高出63.0%
2.0%
净利率更高
CSGS
高出16.7%
-14.6%
自由现金流更多
CSGS
多$74.5M
$-18.7M
两年增速更快
AXSM
近两年复合增速
4.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $196.0M | $323.1M |
| 净利润 | $-28.6M | $7.0M |
| 毛利率 | — | 50.0% |
| 营业利润率 | -13.8% | 9.0% |
| 净利率 | -14.6% | 2.2% |
| 营收同比 | 65.0% | 2.0% |
| 净利润同比 | 61.9% | -79.7% |
| 每股收益（稀释后） | $-0.55 | $0.24 |
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AXSMCSGS
| Q4 25 | $196.0M | $323.1M | ||
| Q3 25 | $171.0M | $303.6M | ||
| Q2 25 | $150.0M | $297.1M | ||
| Q1 25 | $121.5M | $299.5M | ||
| Q4 24 | $118.8M | $316.7M | ||
| Q3 24 | $104.8M | $295.1M | ||
| Q2 24 | $87.2M | $290.3M | ||
| Q1 24 | $75.0M | $295.1M |
净利润AXSMCSGS
| Q4 25 | $-28.6M | $7.0M | ||
| Q3 25 | $-47.2M | $20.5M | ||
| Q2 25 | $-48.0M | $12.3M | ||
| Q1 25 | $-59.4M | $16.1M | ||
| Q4 24 | $-74.9M | $34.5M | ||
| Q3 24 | $-64.6M | $19.1M | ||
| Q2 24 | $-79.3M | $13.8M | ||
| Q1 24 | $-68.4M | $19.5M |
毛利率AXSMCSGS
| Q4 25 | — | 50.0% | ||
| Q3 25 | — | 48.1% | ||
| Q2 25 | — | 49.5% | ||
| Q1 25 | — | 48.4% | ||
| Q4 24 | — | 51.3% | ||
| Q3 24 | — | 49.4% | ||
| Q2 24 | — | 47.3% | ||
| Q1 24 | — | 46.5% |
营业利润率AXSMCSGS
| Q4 25 | -13.8% | 9.0% | ||
| Q3 25 | -27.0% | 10.0% | ||
| Q2 25 | -24.5% | 10.0% | ||
| Q1 25 | -46.9% | 9.8% | ||
| Q4 24 | -61.1% | 13.4% | ||
| Q3 24 | -59.8% | 10.8% | ||
| Q2 24 | -89.5% | 8.8% | ||
| Q1 24 | -89.7% | 10.8% |
净利率AXSMCSGS
| Q4 25 | -14.6% | 2.2% | ||
| Q3 25 | -27.6% | 6.7% | ||
| Q2 25 | -32.0% | 4.1% | ||
| Q1 25 | -48.9% | 5.4% | ||
| Q4 24 | -63.1% | 10.9% | ||
| Q3 24 | -61.7% | 6.5% | ||
| Q2 24 | -91.0% | 4.8% | ||
| Q1 24 | -91.1% | 6.6% |
每股收益（稀释后）AXSMCSGS
| Q4 25 | $-0.55 | $0.24 | ||
| Q3 25 | $-0.94 | $0.73 | ||
| Q2 25 | $-0.97 | $0.44 | ||
| Q1 25 | $-1.22 | $0.57 | ||
| Q4 24 | $-1.54 | $1.20 | ||
| Q3 24 | $-1.34 | $0.67 | ||
| Q2 24 | $-1.67 | $0.48 | ||
| Q1 24 | $-1.44 | $0.68 |
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 | $322.9M | $180.0M |
| 总债务越低越好 | — | $539.5M |
| 股东权益账面价值 | $88.3M | $283.7M |
| 总资产 | $689.8M | $1.5B |
| 负债/权益比越低杠杆越低 | — | 1.90× |
8季度趋势，按日历期对齐
现金及短期投资AXSMCSGS
| Q4 25 | $322.9M | $180.0M | ||
| Q3 25 | $325.3M | $158.4M | ||
| Q2 25 | $303.0M | $145.9M | ||
| Q1 25 | $300.9M | $136.0M | ||
| Q4 24 | $315.4M | $161.8M | ||
| Q3 24 | $327.3M | $118.4M | ||
| Q2 24 | $315.7M | $110.4M | ||
| Q1 24 | $331.4M | $120.8M |
总债务AXSMCSGS
| Q4 25 | — | $539.5M | ||
| Q3 25 | — | $538.6M | ||
| Q2 25 | — | $537.8M | ||
| Q1 25 | — | $537.6M | ||
| Q4 24 | — | $538.5M | ||
| Q3 24 | — | $539.5M | ||
| Q2 24 | — | $540.5M | ||
| Q1 24 | — | $541.5M |
股东权益AXSMCSGS
| Q4 25 | $88.3M | $283.7M | ||
| Q3 25 | $73.7M | $289.5M | ||
| Q2 25 | $73.1M | $290.7M | ||
| Q1 25 | $53.2M | $283.1M | ||
| Q4 24 | $57.0M | $282.6M | ||
| Q3 24 | $92.9M | $288.4M | ||
| Q2 24 | $102.9M | $273.3M | ||
| Q1 24 | $144.0M | $269.3M |
总资产AXSMCSGS
| Q4 25 | $689.8M | $1.5B | ||
| Q3 25 | $669.3M | $1.5B | ||
| Q2 25 | $639.8M | $1.4B | ||
| Q1 25 | $596.7M | $1.4B | ||
| Q4 24 | $568.5M | $1.5B | ||
| Q3 24 | $561.5M | $1.4B | ||
| Q2 24 | $548.2M | $1.4B | ||
| Q1 24 | $545.7M | $1.3B |
负债/权益比AXSMCSGS
| Q4 25 | — | 1.90× | ||
| Q3 25 | — | 1.86× | ||
| Q2 25 | — | 1.85× | ||
| Q1 25 | — | 1.90× | ||
| Q4 24 | — | 1.91× | ||
| Q3 24 | — | 1.87× | ||
| Q2 24 | — | 1.98× | ||
| Q1 24 | — | 2.01× |
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 | $-18.7M | $59.2M |
| 自由现金流经营现金流 - 资本支出 | $-18.7M | $55.8M |
| 自由现金流率自由现金流/营收 | -9.6% | 17.3% |
| 资本支出强度资本支出/营收 | 0.0% | 1.1% |
| 现金转化率经营现金流/净利润 | — | 8.46× |
| 过去12个月自由现金流最近4个季度 | $-93.9M | $141.4M |
8季度趋势，按日历期对齐
经营现金流AXSMCSGS
| Q4 25 | $-18.7M | $59.2M | ||
| Q3 25 | $1.0M | $47.9M | ||
| Q2 25 | $-32.4M | $37.3M | ||
| Q1 25 | $-43.4M | $11.5M | ||
| Q4 24 | $-26.2M | $82.5M | ||
| Q3 24 | $-18.6M | $39.5M | ||
| Q2 24 | $-30.1M | $43.1M | ||
| Q1 24 | $-53.5M | $-29.4M |
自由现金流AXSMCSGS
| Q4 25 | $-18.7M | $55.8M | ||
| Q3 25 | $988.0K | $43.9M | ||
| Q2 25 | $-32.4M | $34.6M | ||
| Q1 25 | $-43.7M | $7.1M | ||
| Q4 24 | $-26.2M | $76.6M | ||
| Q3 24 | $-18.7M | $32.0M | ||
| Q2 24 | $-30.2M | $38.8M | ||
| Q1 24 | $-53.6M | $-34.1M |
自由现金流率AXSMCSGS
| Q4 25 | -9.6% | 17.3% | ||
| Q3 25 | 0.6% | 14.5% | ||
| Q2 25 | -21.6% | 11.6% | ||
| Q1 25 | -36.0% | 2.4% | ||
| Q4 24 | -22.1% | 24.2% | ||
| Q3 24 | -17.9% | 10.8% | ||
| Q2 24 | -34.6% | 13.4% | ||
| Q1 24 | -71.4% | -11.6% |
资本支出强度AXSMCSGS
| Q4 25 | 0.0% | 1.1% | ||
| Q3 25 | 0.0% | 1.3% | ||
| Q2 25 | 0.0% | 0.9% | ||
| Q1 25 | 0.3% | 1.5% | ||
| Q4 24 | 0.0% | 1.9% | ||
| Q3 24 | 0.1% | 2.5% | ||
| Q2 24 | 0.1% | 1.5% | ||
| Q1 24 | 0.1% | 1.6% |
现金转化率AXSMCSGS
| Q4 25 | — | 8.46× | ||
| Q3 25 | — | 2.34× | ||
| Q2 25 | — | 3.04× | ||
| Q1 25 | — | 0.71× | ||
| Q4 24 | — | 2.39× | ||
| Q3 24 | — | 2.07× | ||
| Q2 24 | — | 3.12× | ||
| Q1 24 | — | -1.51× |
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
暂无分部数据
CSGS
| Software As A Service And Related Solutions | $287.2M | 89% |
| License And Service | $22.6M | 7% |
| Maintenance | $13.3M | 4% |
