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Axsome Therapeutics, Inc.(AXSM)与弗雷斯特研究公司(FORR)财务数据对比。点击上方公司名可切换其他公司
Axsome Therapeutics, Inc.的季度营收约是弗雷斯特研究公司的1.9倍($191.2M vs $101.1M),Axsome Therapeutics, Inc.同比增速更快(57.4% vs -6.5%),过去两年Axsome Therapeutics, Inc.的营收复合增速更高(48.1% vs 0.5%)
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。
福雷斯特研究公司是一家全球领先的研究咨询机构,主营业务涵盖行业研究、管理咨询与行业峰会举办,客户群体包括全球大型企业、科技公司与消费领域领军企业,公司总部位于美国马萨诸塞州剑桥市。
AXSM vs FORR — 直观对比
营收规模更大
AXSM
是对方的1.9倍
$101.1M
营收增速更快
AXSM
高出63.9%
-6.5%
两年增速更快
AXSM
近两年复合增速
0.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $191.2M | $101.1M |
| 净利润 | — | $-33.9M |
| 毛利率 | — | 56.7% |
| 营业利润率 | -33.1% | -36.6% |
| 净利率 | — | -33.5% |
| 营收同比 | 57.4% | -6.5% |
| 净利润同比 | — | -7941.4% |
| 每股收益(稀释后) | — | $-1.75 |
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
FORR
| Q1 26 | $191.2M | — | ||
| Q4 25 | $196.0M | $101.1M | ||
| Q3 25 | $171.0M | $94.3M | ||
| Q2 25 | $150.0M | $111.7M | ||
| Q1 25 | $121.5M | $89.9M | ||
| Q4 24 | $118.8M | $108.0M | ||
| Q3 24 | $104.8M | $102.5M | ||
| Q2 24 | $87.2M | $121.8M |
净利润
AXSM
FORR
| Q1 26 | — | — | ||
| Q4 25 | $-28.6M | $-33.9M | ||
| Q3 25 | $-47.2M | $-2.1M | ||
| Q2 25 | $-48.0M | $3.9M | ||
| Q1 25 | $-59.4M | $-87.3M | ||
| Q4 24 | $-74.9M | $432.0K | ||
| Q3 24 | $-64.6M | $-5.8M | ||
| Q2 24 | $-79.3M | $6.3M |
毛利率
AXSM
FORR
| Q1 26 | — | — | ||
| Q4 25 | — | 56.7% | ||
| Q3 25 | — | 60.0% | ||
| Q2 25 | — | 55.5% | ||
| Q1 25 | — | 55.9% | ||
| Q4 24 | — | 58.8% | ||
| Q3 24 | — | 60.5% | ||
| Q2 24 | — | 57.3% |
营业利润率
AXSM
FORR
| Q1 26 | -33.1% | — | ||
| Q4 25 | -13.8% | -36.6% | ||
| Q3 25 | -27.0% | 4.7% | ||
| Q2 25 | -24.5% | 6.2% | ||
| Q1 25 | -46.9% | -97.5% | ||
| Q4 24 | -61.1% | -0.5% | ||
| Q3 24 | -59.8% | -0.7% | ||
| Q2 24 | -89.5% | 9.3% |
净利率
AXSM
FORR
| Q1 26 | — | — | ||
| Q4 25 | -14.6% | -33.5% | ||
| Q3 25 | -27.6% | -2.3% | ||
| Q2 25 | -32.0% | 3.5% | ||
| Q1 25 | -48.9% | -97.1% | ||
| Q4 24 | -63.1% | 0.4% | ||
| Q3 24 | -61.7% | -5.7% | ||
| Q2 24 | -91.0% | 5.2% |
每股收益(稀释后)
AXSM
FORR
| Q1 26 | — | — | ||
| Q4 25 | $-0.55 | $-1.75 | ||
| Q3 25 | $-0.94 | $-0.11 | ||
| Q2 25 | $-0.97 | $0.20 | ||
| Q1 25 | $-1.22 | $-4.62 | ||
| Q4 24 | $-1.54 | $0.02 | ||
| Q3 24 | $-1.34 | $-0.30 | ||
| Q2 24 | $-1.67 | $0.33 |
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 | $63.3M |
| 总债务越低越好 | $70.0M | — |
| 股东权益账面价值 | — | $126.5M |
| 总资产 | $713.6M | $404.0M |
| 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
AXSM
FORR
| Q1 26 | $305.1M | — | ||
| Q4 25 | $322.9M | $63.3M | ||
| Q3 25 | $325.3M | $65.1M | ||
| Q2 25 | $303.0M | $67.8M | ||
| Q1 25 | $300.9M | $75.6M | ||
| Q4 24 | $315.4M | $56.1M | ||
| Q3 24 | $327.3M | $62.8M | ||
| Q2 24 | $315.7M | $58.9M |
总债务
AXSM
FORR
| Q1 26 | $70.0M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
AXSM
FORR
| Q1 26 | — | — | ||
| Q4 25 | $88.3M | $126.5M | ||
| Q3 25 | $73.7M | $157.7M | ||
| Q2 25 | $73.1M | $159.5M | ||
| Q1 25 | $53.2M | $147.4M | ||
| Q4 24 | $57.0M | $229.5M | ||
| Q3 24 | $92.9M | $234.3M | ||
| Q2 24 | $102.9M | $237.1M |
总资产
AXSM
FORR
| Q1 26 | $713.6M | — | ||
| Q4 25 | $689.8M | $404.0M | ||
| Q3 25 | $669.3M | $414.2M | ||
| Q2 25 | $639.8M | $436.0M | ||
| Q1 25 | $596.7M | $439.8M | ||
| Q4 24 | $568.5M | $503.9M | ||
| Q3 24 | $561.5M | $505.3M | ||
| Q2 24 | $548.2M | $524.2M |
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 | — | $-3.2M |
| 自由现金流经营现金流 - 资本支出 | — | $-4.3M |
| 自由现金流率自由现金流/营收 | — | -4.2% |
| 资本支出强度资本支出/营收 | — | 1.1% |
| 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 | — | $18.1M |
8季度趋势,按日历期对齐
经营现金流
AXSM
FORR
| Q1 26 | — | — | ||
| Q4 25 | $-18.7M | $-3.2M | ||
| Q3 25 | $1.0M | $1.2M | ||
| Q2 25 | $-32.4M | $-3.6M | ||
| Q1 25 | $-43.4M | $26.7M | ||
| Q4 24 | $-26.2M | $-1.8M | ||
| Q3 24 | $-18.6M | $264.0K | ||
| Q2 24 | $-30.1M | $-2.9M |
自由现金流
AXSM
FORR
| Q1 26 | — | — | ||
| Q4 25 | $-18.7M | $-4.3M | ||
| Q3 25 | $988.0K | $524.0K | ||
| Q2 25 | $-32.4M | $-4.2M | ||
| Q1 25 | $-43.7M | $26.1M | ||
| Q4 24 | $-26.2M | $-2.5M | ||
| Q3 24 | $-18.7M | $-223.0K | ||
| Q2 24 | $-30.2M | $-3.7M |
自由现金流率
AXSM
FORR
| Q1 26 | — | — | ||
| Q4 25 | -9.6% | -4.2% | ||
| Q3 25 | 0.6% | 0.6% | ||
| Q2 25 | -21.6% | -3.8% | ||
| Q1 25 | -36.0% | 29.0% | ||
| Q4 24 | -22.1% | -2.3% | ||
| Q3 24 | -17.9% | -0.2% | ||
| Q2 24 | -34.6% | -3.1% |
资本支出强度
AXSM
FORR
| Q1 26 | — | — | ||
| Q4 25 | 0.0% | 1.1% | ||
| Q3 25 | 0.0% | 0.7% | ||
| Q2 25 | 0.0% | 0.5% | ||
| Q1 25 | 0.3% | 0.7% | ||
| Q4 24 | 0.0% | 0.6% | ||
| Q3 24 | 0.1% | 0.5% | ||
| Q2 24 | 0.1% | 0.7% |
现金转化率
AXSM
FORR
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | -0.93× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | -4.24× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | -0.46× |
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% |
FORR
| Research Segment | $82.2M | 81% |
| Consulting Segment | $16.2M | 16% |
| Billable Expenses | $1.5M | 2% |
| Professional Services | $1.4M | 1% |