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Axsome Therapeutics, Inc.（AXSM）与Penguin Solutions, Inc.（PENG）财务数据对比。点击上方公司名可切换其他公司
Penguin Solutions, Inc.的季度营收约是Axsome Therapeutics, Inc.的1.8倍（$343.1M vs $191.2M），Axsome Therapeutics, Inc.同比增速更快（57.4% vs 0.6%），过去两年Axsome Therapeutics, Inc.的营收复合增速更高（48.1% vs 11.8%）
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。
企鹅解决方案公司旗下的兰波集团以拉姆齐解决方案品牌开展业务，是一家美国企业，业务涵盖个人理财、领导力发展、人际关系管理与职业发展相关产品与服务。该公司由戴夫·拉姆齐与妻子莎伦于1991年创立，总部位于田纳西州富兰克林。
AXSM vs PENG — 直观对比
营收规模更大
PENG
是对方的1.8倍
$191.2M
营收增速更快
AXSM
高出56.8%
0.6%
两年增速更快
AXSM
近两年复合增速
11.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $191.2M | $343.1M |
| 净利润 | — | $5.3M |
| 毛利率 | — | 28.0% |
| 营业利润率 | -33.1% | 5.7% |
| 净利率 | — | 1.5% |
| 营收同比 | 57.4% | 0.6% |
| 净利润同比 | — | 1.0% |
| 每股收益（稀释后） | — | $0.04 |
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AXSMPENG
| Q1 26 | $191.2M | — | ||
| Q4 25 | $196.0M | $343.1M | ||
| Q3 25 | $171.0M | $337.9M | ||
| Q2 25 | $150.0M | $324.3M | ||
| Q1 25 | $121.5M | $365.5M | ||
| Q4 24 | $118.8M | $341.1M | ||
| Q3 24 | $104.8M | $284.8M | ||
| Q2 24 | $87.2M | $300.6M |
净利润AXSMPENG
| Q1 26 | — | — | ||
| Q4 25 | $-28.6M | $5.3M | ||
| Q3 25 | $-47.2M | $9.4M | ||
| Q2 25 | $-48.0M | $2.7M | ||
| Q1 25 | $-59.4M | $8.1M | ||
| Q4 24 | $-74.9M | $5.2M | ||
| Q3 24 | $-64.6M | — | ||
| Q2 24 | $-79.3M | $5.6M |
毛利率AXSMPENG
| Q1 26 | — | — | ||
| Q4 25 | — | 28.0% | ||
| Q3 25 | — | 28.6% | ||
| Q2 25 | — | 29.3% | ||
| Q1 25 | — | 28.6% | ||
| Q4 24 | — | 28.7% | ||
| Q3 24 | — | 28.8% | ||
| Q2 24 | — | 29.6% |
营业利润率AXSMPENG
| Q1 26 | -33.1% | — | ||
| Q4 25 | -13.8% | 5.7% | ||
| Q3 25 | -27.0% | 3.7% | ||
| Q2 25 | -24.5% | 3.0% | ||
| Q1 25 | -46.9% | 5.1% | ||
| Q4 24 | -61.1% | 5.1% | ||
| Q3 24 | -59.8% | -1.2% | ||
| Q2 24 | -89.5% | 3.8% |
净利率AXSMPENG
| Q1 26 | — | — | ||
| Q4 25 | -14.6% | 1.5% | ||
| Q3 25 | -27.6% | 2.8% | ||
| Q2 25 | -32.0% | 0.8% | ||
| Q1 25 | -48.9% | 2.2% | ||
| Q4 24 | -63.1% | 1.5% | ||
| Q3 24 | -61.7% | — | ||
| Q2 24 | -91.0% | 1.9% |
每股收益（稀释后）AXSMPENG
| Q1 26 | — | — | ||
| Q4 25 | $-0.55 | $0.04 | ||
| Q3 25 | $-0.94 | $0.10 | ||
| Q2 25 | $-0.97 | $-0.01 | ||
| Q1 25 | $-1.22 | $0.09 | ||
| Q4 24 | $-1.54 | $0.10 | ||
| Q3 24 | $-1.34 | — | ||
| Q2 24 | $-1.67 | $0.10 |
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 | $461.5M |
| 总债务越低越好 | $70.0M | $462.3M |
| 股东权益账面价值 | — | $389.7M |
| 总资产 | $713.6M | $1.6B |
| 负债/权益比越低杠杆越低 | — | 1.19× |
8季度趋势，按日历期对齐
现金及短期投资AXSMPENG
| Q1 26 | $305.1M | — | ||
| Q4 25 | $322.9M | $461.5M | ||
| Q3 25 | $325.3M | $453.8M | ||
| Q2 25 | $303.0M | $735.5M | ||
| Q1 25 | $300.9M | $647.0M | ||
| Q4 24 | $315.4M | $393.7M | ||
| Q3 24 | $327.3M | $389.5M | ||
| Q2 24 | $315.7M | $467.5M |
总债务AXSMPENG
| Q1 26 | $70.0M | — | ||
| Q4 25 | — | $462.3M | ||
| Q3 25 | — | $461.8M | ||
| Q2 25 | — | $659.5M | ||
| Q1 25 | — | $658.8M | ||
| Q4 24 | — | $658.1M | ||
| Q3 24 | — | $657.3M | ||
| Q2 24 | — | $667.0M |
股东权益AXSMPENG
| Q1 26 | — | — | ||
| Q4 25 | $88.3M | $389.7M | ||
| Q3 25 | $73.7M | $394.2M | ||
| Q2 25 | $73.1M | $584.8M | ||
| Q1 25 | $53.2M | $602.5M | ||
| Q4 24 | $57.0M | $400.4M | ||
| Q3 24 | $92.9M | $391.4M | ||
| Q2 24 | $102.9M | $423.4M |
总资产AXSMPENG
| Q1 26 | $713.6M | — | ||
| Q4 25 | $689.8M | $1.6B | ||
| Q3 25 | $669.3M | $1.6B | ||
| Q2 25 | $639.8M | $1.8B | ||
| Q1 25 | $596.7M | $1.8B | ||
| Q4 24 | $568.5M | $1.6B | ||
| Q3 24 | $561.5M | $1.5B | ||
| Q2 24 | $548.2M | $1.5B |
负债/权益比AXSMPENG
| Q1 26 | — | — | ||
| Q4 25 | — | 1.19× | ||
| Q3 25 | — | 1.17× | ||
| Q2 25 | — | 1.13× | ||
| Q1 25 | — | 1.09× | ||
| Q4 24 | — | 1.64× | ||
| Q3 24 | — | 1.68× | ||
| Q2 24 | — | 1.58× |
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 | — | $31.1M |
| 自由现金流经营现金流 - 资本支出 | — | $28.2M |
| 自由现金流率自由现金流/营收 | — | 8.2% |
| 资本支出强度资本支出/营收 | — | 0.8% |
| 现金转化率经营现金流/净利润 | — | 5.89× |
| 过去12个月自由现金流最近4个季度 | — | $116.3M |
8季度趋势，按日历期对齐
经营现金流AXSMPENG
| Q1 26 | — | — | ||
| Q4 25 | $-18.7M | $31.1M | ||
| Q3 25 | $1.0M | $-70.4M | ||
| Q2 25 | $-32.4M | $92.8M | ||
| Q1 25 | $-43.4M | $72.9M | ||
| Q4 24 | $-26.2M | $13.8M | ||
| Q3 24 | $-18.6M | — | ||
| Q2 24 | $-30.1M | $57.9M |
自由现金流AXSMPENG
| Q1 26 | — | — | ||
| Q4 25 | $-18.7M | $28.2M | ||
| Q3 25 | $988.0K | $-73.4M | ||
| Q2 25 | $-32.4M | $90.9M | ||
| Q1 25 | $-43.7M | $70.5M | ||
| Q4 24 | $-26.2M | $12.0M | ||
| Q3 24 | $-18.7M | — | ||
| Q2 24 | $-30.2M | $48.9M |
自由现金流率AXSMPENG
| Q1 26 | — | — | ||
| Q4 25 | -9.6% | 8.2% | ||
| Q3 25 | 0.6% | -21.7% | ||
| Q2 25 | -21.6% | 28.0% | ||
| Q1 25 | -36.0% | 19.3% | ||
| Q4 24 | -22.1% | 3.5% | ||
| Q3 24 | -17.9% | — | ||
| Q2 24 | -34.6% | 16.3% |
资本支出强度AXSMPENG
| Q1 26 | — | — | ||
| Q4 25 | 0.0% | 0.8% | ||
| Q3 25 | 0.0% | 0.9% | ||
| Q2 25 | 0.0% | 0.6% | ||
| Q1 25 | 0.3% | 0.6% | ||
| Q4 24 | 0.0% | 0.5% | ||
| Q3 24 | 0.1% | — | ||
| Q2 24 | 0.1% | 3.0% |
现金转化率AXSMPENG
| Q1 26 | — | — | ||
| Q4 25 | — | 5.89× | ||
| Q3 25 | — | -7.47× | ||
| Q2 25 | — | 34.88× | ||
| Q1 25 | — | 9.02× | ||
| Q4 24 | — | 2.65× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 10.30× |
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% |
PENG
| Integrated Memory Segment | $171.6M | 50% |
| Advanced Computing Segment | $115.7M | 34% |
| Optimized LED Segment | $55.7M | 16% |
