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Axsome Therapeutics, Inc.（AXSM）与OCTAVE SPECIALTY GROUP INC（OSG）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OCTAVE SPECIALTY GROUP INC的1.8倍（$191.2M vs $104.2M），OCTAVE SPECIALTY GROUP INC同比增速更快（66.0% vs 57.4%），过去两年Axsome Therapeutics, Inc.的营收复合增速更高（48.1% vs 42.9%）
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。
奥克塔夫专业集团是一家专业保险控股企业，主营定制化财产与意外伤害保险产品，核心业务聚焦超额剩余保险领域，为北美地区的商业及个人客户提供定制化风险保障解决方案。
AXSM vs OSG — 直观对比
营收规模更大
AXSM
是对方的1.8倍
$104.2M
营收增速更快
OSG
高出8.6%
57.4%
两年增速更快
AXSM
近两年复合增速
42.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $191.2M | $104.2M |
| 净利润 | — | $-6.9M |
| 毛利率 | — | — |
| 营业利润率 | -33.1% | — |
| 净利率 | — | -6.6% |
| 营收同比 | 57.4% | 66.0% |
| 净利润同比 | — | — |
| 每股收益（稀释后） | — | $-0.13 |
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AXSMOSG
| Q1 26 | $191.2M | $104.2M | ||
| Q4 25 | $196.0M | $66.9M | ||
| Q3 25 | $171.0M | $66.6M | ||
| Q2 25 | $150.0M | $55.0M | ||
| Q1 25 | $121.5M | $62.8M | ||
| Q4 24 | $118.8M | $65.2M | ||
| Q3 24 | $104.8M | $70.0M | ||
| Q2 24 | $87.2M | $51.0M |
净利润AXSMOSG
| Q1 26 | — | $-6.9M | ||
| Q4 25 | $-28.6M | $-29.7M | ||
| Q3 25 | $-47.2M | $-112.6M | ||
| Q2 25 | $-48.0M | $-72.7M | ||
| Q1 25 | $-59.4M | $-44.7M | ||
| Q4 24 | $-74.9M | $-20.9M | ||
| Q3 24 | $-64.6M | $-27.5M | ||
| Q2 24 | $-79.3M | $-750.0K |
营业利润率AXSMOSG
| Q1 26 | -33.1% | — | ||
| Q4 25 | -13.8% | -76.7% | ||
| Q3 25 | -27.0% | -48.2% | ||
| Q2 25 | -24.5% | -41.8% | ||
| Q1 25 | -46.9% | -24.1% | ||
| Q4 24 | -61.1% | -55.5% | ||
| Q3 24 | -59.8% | -29.7% | ||
| Q2 24 | -89.5% | -28.9% |
净利率AXSMOSG
| Q1 26 | — | -6.6% | ||
| Q4 25 | -14.6% | -73.8% | ||
| Q3 25 | -27.6% | -169.1% | ||
| Q2 25 | -32.0% | -132.3% | ||
| Q1 25 | -48.9% | -71.3% | ||
| Q4 24 | -63.1% | -55.1% | ||
| Q3 24 | -61.7% | -39.3% | ||
| Q2 24 | -91.0% | -1.5% |
每股收益（稀释后）AXSMOSG
| Q1 26 | — | $-0.13 | ||
| Q4 25 | $-0.55 | $-0.82 | ||
| Q3 25 | $-0.94 | $-2.35 | ||
| Q2 25 | $-0.97 | $-1.54 | ||
| Q1 25 | $-1.22 | $-1.22 | ||
| Q4 24 | $-1.54 | $-11.75 | ||
| Q3 24 | $-1.34 | $-0.63 | ||
| Q2 24 | $-1.67 | $-0.02 |
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 | — |
| 总债务越低越好 | $70.0M | $117.1M |
| 股东权益账面价值 | — | $833.6M |
| 总资产 | $713.6M | $2.3B |
| 负债/权益比越低杠杆越低 | — | 0.14× |
8季度趋势，按日历期对齐
现金及短期投资AXSMOSG
| Q1 26 | $305.1M | — | ||
| Q4 25 | $322.9M | $146.4M | ||
| Q3 25 | $325.3M | $27.5M | ||
| Q2 25 | $303.0M | $22.5M | ||
| Q1 25 | $300.9M | $34.1M | ||
| Q4 24 | $315.4M | $157.2M | ||
| Q3 24 | $327.3M | $40.8M | ||
| Q2 24 | $315.7M | $14.6M |
总债务AXSMOSG
| Q1 26 | $70.0M | $117.1M | ||
| Q4 25 | — | $117.6M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $0 | ||
| Q3 24 | — | $518.0M | ||
| Q2 24 | — | $515.0M |
股东权益AXSMOSG
| Q1 26 | — | $833.6M | ||
| Q4 25 | $88.3M | $715.8M | ||
| Q3 25 | $73.7M | $843.4M | ||
| Q2 25 | $73.1M | $859.8M | ||
| Q1 25 | $53.2M | $852.2M | ||
| Q4 24 | $57.0M | $798.4M | ||
| Q3 24 | $92.9M | $1.5B | ||
| Q2 24 | $102.9M | $1.4B |
总资产AXSMOSG
| Q1 26 | $713.6M | $2.3B | ||
| Q4 25 | $689.8M | $2.2B | ||
| Q3 25 | $669.3M | $2.1B | ||
| Q2 25 | $639.8M | $8.5B | ||
| Q1 25 | $596.7M | $8.3B | ||
| Q4 24 | $568.5M | $8.1B | ||
| Q3 24 | $561.5M | $9.3B | ||
| Q2 24 | $548.2M | $8.2B |
负债/权益比AXSMOSG
| Q1 26 | — | 0.14× | ||
| Q4 25 | — | 0.16× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.35× | ||
| Q2 24 | — | 0.38× |
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% |
OSG
| Commissions | $68.2M | 65% |
| Other | $20.6M | 20% |
| Servicing and other fees | $9.4M | 9% |
| Program fees | $3.6M | 3% |
| Investment income | $2.4M | 2% |
