vs
Axsome Therapeutics, Inc.(AXSM)与Ecovyst Inc.(ECVT)财务数据对比。点击上方公司名可切换其他公司
Ecovyst Inc.的季度营收约是Axsome Therapeutics, Inc.的1.0倍($199.4M vs $191.2M),Axsome Therapeutics, Inc.同比增速更快(57.4% vs 34.0%),过去两年Axsome Therapeutics, Inc.的营收复合增速更高(48.1% vs 18.7%)
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。
Ecovyst Inc.是一家全球可持续特种材料供应商,主营高性能催化剂与功能性添加剂的研发、生产,产品服务覆盖工业制造、消费品、环保等核心领域,助力全球客户提升运营效率、降低碳排放。
AXSM vs ECVT — 直观对比
营收规模更大
ECVT
是对方的1.0倍
$191.2M
营收增速更快
AXSM
高出23.4%
34.0%
两年增速更快
AXSM
近两年复合增速
18.7%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $191.2M | $199.4M |
| 净利润 | — | — |
| 毛利率 | — | 23.4% |
| 营业利润率 | -33.1% | 10.9% |
| 净利率 | — | — |
| 营收同比 | 57.4% | 34.0% |
| 净利润同比 | — | — |
| 每股收益(稀释后) | — | $0.06 |
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
AXSM
ECVT
| Q1 26 | $191.2M | — | ||
| Q4 25 | $196.0M | $199.4M | ||
| Q3 25 | $171.0M | $204.9M | ||
| Q2 25 | $150.0M | $176.1M | ||
| Q1 25 | $121.5M | $143.1M | ||
| Q4 24 | $118.8M | $148.9M | ||
| Q3 24 | $104.8M | $153.9M | ||
| Q2 24 | $87.2M | $154.0M |
净利润
AXSM
ECVT
| Q1 26 | — | — | ||
| Q4 25 | $-28.6M | — | ||
| Q3 25 | $-47.2M | $-79.3M | ||
| Q2 25 | $-48.0M | $6.0M | ||
| Q1 25 | $-59.4M | $-3.6M | ||
| Q4 24 | $-74.9M | — | ||
| Q3 24 | $-64.6M | $14.3M | ||
| Q2 24 | $-79.3M | $8.3M |
毛利率
AXSM
ECVT
| Q1 26 | — | — | ||
| Q4 25 | — | 23.4% | ||
| Q3 25 | — | 25.4% | ||
| Q2 25 | — | 22.8% | ||
| Q1 25 | — | 13.3% | ||
| Q4 24 | — | 28.9% | ||
| Q3 24 | — | 29.3% | ||
| Q2 24 | — | 27.3% |
营业利润率
AXSM
ECVT
| Q1 26 | -33.1% | — | ||
| Q4 25 | -13.8% | 10.9% | ||
| Q3 25 | -27.0% | 13.8% | ||
| Q2 25 | -24.5% | 9.0% | ||
| Q1 25 | -46.9% | -0.7% | ||
| Q4 24 | -61.1% | 15.1% | ||
| Q3 24 | -59.8% | 17.9% | ||
| Q2 24 | -89.5% | 14.1% |
净利率
AXSM
ECVT
| Q1 26 | — | — | ||
| Q4 25 | -14.6% | — | ||
| Q3 25 | -27.6% | -38.7% | ||
| Q2 25 | -32.0% | 3.4% | ||
| Q1 25 | -48.9% | -2.5% | ||
| Q4 24 | -63.1% | — | ||
| Q3 24 | -61.7% | 9.3% | ||
| Q2 24 | -91.0% | 5.4% |
每股收益(稀释后)
AXSM
ECVT
| Q1 26 | — | — | ||
| Q4 25 | $-0.55 | $0.06 | ||
| Q3 25 | $-0.94 | $-0.69 | ||
| Q2 25 | $-0.97 | $0.05 | ||
| Q1 25 | $-1.22 | $-0.03 | ||
| Q4 24 | $-1.54 | $-0.26 | ||
| Q3 24 | $-1.34 | $0.12 | ||
| Q2 24 | $-1.67 | $0.07 |
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 | $197.2M |
| 总债务越低越好 | $70.0M | $392.6M |
| 股东权益账面价值 | — | $603.4M |
| 总资产 | $713.6M | $1.3B |
| 负债/权益比越低杠杆越低 | — | 0.65× |
8季度趋势,按日历期对齐
现金及短期投资
AXSM
ECVT
| Q1 26 | $305.1M | — | ||
| Q4 25 | $322.9M | $197.2M | ||
| Q3 25 | $325.3M | $82.0M | ||
| Q2 25 | $303.0M | $69.6M | ||
| Q1 25 | $300.9M | $127.5M | ||
| Q4 24 | $315.4M | $131.4M | ||
| Q3 24 | $327.3M | $123.5M | ||
| Q2 24 | $315.7M | $83.3M |
总债务
AXSM
ECVT
| Q1 26 | $70.0M | — | ||
| Q4 25 | — | $392.6M | ||
| Q3 25 | — | $854.8M | ||
| Q2 25 | — | $856.6M | ||
| Q1 25 | — | $859.0M | ||
| Q4 24 | — | $860.8M | ||
| Q3 24 | — | $862.7M | ||
| Q2 24 | — | $862.4M |
股东权益
AXSM
ECVT
| Q1 26 | — | — | ||
| Q4 25 | $88.3M | $603.4M | ||
| Q3 25 | $73.7M | $607.9M | ||
| Q2 25 | $73.1M | $692.4M | ||
| Q1 25 | $53.2M | $698.7M | ||
| Q4 24 | $57.0M | $700.5M | ||
| Q3 24 | $92.9M | $729.4M | ||
| Q2 24 | $102.9M | $717.3M |
总资产
AXSM
ECVT
| Q1 26 | $713.6M | — | ||
| Q4 25 | $689.8M | $1.3B | ||
| Q3 25 | $669.3M | $1.7B | ||
| Q2 25 | $639.8M | $1.8B | ||
| Q1 25 | $596.7M | $1.8B | ||
| Q4 24 | $568.5M | $1.8B | ||
| Q3 24 | $561.5M | $1.8B | ||
| Q2 24 | $548.2M | $1.8B |
负债/权益比
AXSM
ECVT
| Q1 26 | — | — | ||
| Q4 25 | — | 0.65× | ||
| Q3 25 | — | 1.41× | ||
| Q2 25 | — | 1.24× | ||
| Q1 25 | — | 1.23× | ||
| Q4 24 | — | 1.23× | ||
| Q3 24 | — | 1.18× | ||
| Q2 24 | — | 1.20× |
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 | — | $41.8M |
| 自由现金流经营现金流 - 资本支出 | — | $22.9M |
| 自由现金流率自由现金流/营收 | — | 11.5% |
| 资本支出强度资本支出/营收 | — | 9.4% |
| 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 | — | $69.9M |
8季度趋势,按日历期对齐
经营现金流
AXSM
ECVT
| Q1 26 | — | — | ||
| Q4 25 | $-18.7M | $41.8M | ||
| Q3 25 | $1.0M | $55.3M | ||
| Q2 25 | $-32.4M | $33.0M | ||
| Q1 25 | $-43.4M | $10.3M | ||
| Q4 24 | $-26.2M | $43.5M | ||
| Q3 24 | $-18.6M | $59.9M | ||
| Q2 24 | $-30.1M | $10.0M |
自由现金流
AXSM
ECVT
| Q1 26 | — | — | ||
| Q4 25 | $-18.7M | $22.9M | ||
| Q3 25 | $988.0K | $53.2M | ||
| Q2 25 | $-32.4M | $7.8M | ||
| Q1 25 | $-43.7M | $-14.0M | ||
| Q4 24 | $-26.2M | $30.9M | ||
| Q3 24 | $-18.7M | $53.6M | ||
| Q2 24 | $-30.2M | $-9.3M |
自由现金流率
AXSM
ECVT
| Q1 26 | — | — | ||
| Q4 25 | -9.6% | 11.5% | ||
| Q3 25 | 0.6% | 26.0% | ||
| Q2 25 | -21.6% | 4.4% | ||
| Q1 25 | -36.0% | -9.8% | ||
| Q4 24 | -22.1% | 20.7% | ||
| Q3 24 | -17.9% | 34.9% | ||
| Q2 24 | -34.6% | -6.1% |
资本支出强度
AXSM
ECVT
| Q1 26 | — | — | ||
| Q4 25 | 0.0% | 9.4% | ||
| Q3 25 | 0.0% | 1.0% | ||
| Q2 25 | 0.0% | 14.4% | ||
| Q1 25 | 0.3% | 16.9% | ||
| Q4 24 | 0.0% | 8.5% | ||
| Q3 24 | 0.1% | 4.1% | ||
| Q2 24 | 0.1% | 12.5% |
现金转化率
AXSM
ECVT
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 5.52× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 4.21× | ||
| Q2 24 | — | 1.20× |
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% |
ECVT
| Industrial Mining Automotive | $101.3M | 51% |
| Regeneration And Treatment Services | $90.0M | 45% |
| Other | $8.1M | 4% |