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Axsome Therapeutics, Inc.（AXSM）与CARRIAGE SERVICES INC（CSV）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CARRIAGE SERVICES INC的1.8倍（$191.2M vs $105.5M），Axsome Therapeutics, Inc.同比增速更快（57.4% vs 8.0%），过去两年Axsome Therapeutics, Inc.的营收复合增速更高（48.1% vs 1.0%）
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。
怡和Cycle & Carriage有限公司是怡和集团在东南亚的投资控股公司，目前该集团持有其75%的股份，是怡和集团在东南亚区域开展资本布局与投资业务的核心平台。
AXSM vs CSV — 直观对比
营收规模更大
AXSM
是对方的1.8倍
$105.5M
营收增速更快
AXSM
高出49.5%
8.0%
两年增速更快
AXSM
近两年复合增速
1.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $191.2M | $105.5M |
| 净利润 | — | $12.3M |
| 毛利率 | — | 34.8% |
| 营业利润率 | -33.1% | 23.3% |
| 净利率 | — | 11.6% |
| 营收同比 | 57.4% | 8.0% |
| 净利润同比 | — | 24.5% |
| 每股收益（稀释后） | — | $0.76 |
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AXSMCSV
| Q1 26 | $191.2M | — | ||
| Q4 25 | $196.0M | $105.5M | ||
| Q3 25 | $171.0M | $102.7M | ||
| Q2 25 | $150.0M | $102.1M | ||
| Q1 25 | $121.5M | $107.1M | ||
| Q4 24 | $118.8M | $97.7M | ||
| Q3 24 | $104.8M | $100.7M | ||
| Q2 24 | $87.2M | $102.3M |
净利润AXSMCSV
| Q1 26 | — | — | ||
| Q4 25 | $-28.6M | $12.3M | ||
| Q3 25 | $-47.2M | $6.6M | ||
| Q2 25 | $-48.0M | $11.7M | ||
| Q1 25 | $-59.4M | $20.9M | ||
| Q4 24 | $-74.9M | $9.9M | ||
| Q3 24 | $-64.6M | $9.9M | ||
| Q2 24 | $-79.3M | $6.3M |
毛利率AXSMCSV
| Q1 26 | — | — | ||
| Q4 25 | — | 34.8% | ||
| Q3 25 | — | 35.3% | ||
| Q2 25 | — | 35.2% | ||
| Q1 25 | — | 35.3% | ||
| Q4 24 | — | 34.4% | ||
| Q3 24 | — | 35.2% | ||
| Q2 24 | — | 36.2% |
营业利润率AXSMCSV
| Q1 26 | -33.1% | — | ||
| Q4 25 | -13.8% | 23.3% | ||
| Q3 25 | -27.0% | 17.0% | ||
| Q2 25 | -24.5% | 23.5% | ||
| Q1 25 | -46.9% | 29.5% | ||
| Q4 24 | -61.1% | 21.6% | ||
| Q3 24 | -59.8% | 22.7% | ||
| Q2 24 | -89.5% | 18.0% |
净利率AXSMCSV
| Q1 26 | — | — | ||
| Q4 25 | -14.6% | 11.6% | ||
| Q3 25 | -27.6% | 6.4% | ||
| Q2 25 | -32.0% | 11.5% | ||
| Q1 25 | -48.9% | 19.5% | ||
| Q4 24 | -63.1% | 10.1% | ||
| Q3 24 | -61.7% | 9.8% | ||
| Q2 24 | -91.0% | 6.1% |
每股收益（稀释后）AXSMCSV
| Q1 26 | — | — | ||
| Q4 25 | $-0.55 | $0.76 | ||
| Q3 25 | $-0.94 | $0.41 | ||
| Q2 25 | $-0.97 | $0.74 | ||
| Q1 25 | $-1.22 | $1.34 | ||
| Q4 24 | $-1.54 | $0.62 | ||
| Q3 24 | $-1.34 | $0.63 | ||
| Q2 24 | $-1.67 | $0.40 |
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 | $1.7M |
| 总债务越低越好 | $70.0M | — |
| 股东权益账面价值 | — | $254.8M |
| 总资产 | $713.6M | $1.3B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资AXSMCSV
| Q1 26 | $305.1M | — | ||
| Q4 25 | $322.9M | $1.7M | ||
| Q3 25 | $325.3M | $1.2M | ||
| Q2 25 | $303.0M | $1.4M | ||
| Q1 25 | $300.9M | $4.6M | ||
| Q4 24 | $315.4M | $1.2M | ||
| Q3 24 | $327.3M | $1.3M | ||
| Q2 24 | $315.7M | $1.5M |
总债务AXSMCSV
| Q1 26 | $70.0M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益AXSMCSV
| Q1 26 | — | — | ||
| Q4 25 | $88.3M | $254.8M | ||
| Q3 25 | $73.7M | $242.1M | ||
| Q2 25 | $73.1M | $235.4M | ||
| Q1 25 | $53.2M | $223.1M | ||
| Q4 24 | $57.0M | $208.6M | ||
| Q3 24 | $92.9M | $198.1M | ||
| Q2 24 | $102.9M | $187.9M |
总资产AXSMCSV
| Q1 26 | $713.6M | — | ||
| Q4 25 | $689.8M | $1.3B | ||
| Q3 25 | $669.3M | $1.3B | ||
| Q2 25 | $639.8M | $1.3B | ||
| Q1 25 | $596.7M | $1.3B | ||
| Q4 24 | $568.5M | $1.3B | ||
| Q3 24 | $561.5M | $1.3B | ||
| Q2 24 | $548.2M | $1.3B |
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 | — | $14.1M |
| 自由现金流经营现金流 - 资本支出 | — | $6.2M |
| 自由现金流率自由现金流/营收 | — | 5.9% |
| 资本支出强度资本支出/营收 | — | 7.5% |
| 现金转化率经营现金流/净利润 | — | 1.15× |
| 过去12个月自由现金流最近4个季度 | — | $40.1M |
8季度趋势，按日历期对齐
经营现金流AXSMCSV
| Q1 26 | — | — | ||
| Q4 25 | $-18.7M | $14.1M | ||
| Q3 25 | $1.0M | $24.7M | ||
| Q2 25 | $-32.4M | $8.1M | ||
| Q1 25 | $-43.4M | $13.8M | ||
| Q4 24 | $-26.2M | $9.3M | ||
| Q3 24 | $-18.6M | $20.9M | ||
| Q2 24 | $-30.1M | $2.2M |
自由现金流AXSMCSV
| Q1 26 | — | — | ||
| Q4 25 | $-18.7M | $6.2M | ||
| Q3 25 | $988.0K | $18.0M | ||
| Q2 25 | $-32.4M | $5.2M | ||
| Q1 25 | $-43.7M | $10.6M | ||
| Q4 24 | $-26.2M | $4.9M | ||
| Q3 24 | $-18.7M | $16.2M | ||
| Q2 24 | $-30.2M | $-1.4M |
自由现金流率AXSMCSV
| Q1 26 | — | — | ||
| Q4 25 | -9.6% | 5.9% | ||
| Q3 25 | 0.6% | 17.5% | ||
| Q2 25 | -21.6% | 5.1% | ||
| Q1 25 | -36.0% | 9.9% | ||
| Q4 24 | -22.1% | 5.0% | ||
| Q3 24 | -17.9% | 16.1% | ||
| Q2 24 | -34.6% | -1.4% |
资本支出强度AXSMCSV
| Q1 26 | — | — | ||
| Q4 25 | 0.0% | 7.5% | ||
| Q3 25 | 0.0% | 6.5% | ||
| Q2 25 | 0.0% | 2.8% | ||
| Q1 25 | 0.3% | 3.0% | ||
| Q4 24 | 0.0% | 4.5% | ||
| Q3 24 | 0.1% | 4.6% | ||
| Q2 24 | 0.1% | 3.5% |
现金转化率AXSMCSV
| Q1 26 | — | — | ||
| Q4 25 | — | 1.15× | ||
| Q3 25 | — | 3.76× | ||
| Q2 25 | — | 0.69× | ||
| Q1 25 | — | 0.66× | ||
| Q4 24 | — | 0.94× | ||
| Q3 24 | — | 2.11× | ||
| Q2 24 | — | 0.34× |
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% |
CSV
| Propertyand Merchandise | $47.8M | 45% |
| Cemetery Interment Rights | $24.8M | 23% |
| Merchandise | $18.9M | 18% |
| Other Revenue | $10.2M | 10% |
| Other | $3.9M | 4% |
