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Axsome Therapeutics, Inc.（AXSM）与Stitch Fix, Inc.（SFIX）财务数据对比。点击上方公司名可切换其他公司
Stitch Fix, Inc.的季度营收约是Axsome Therapeutics, Inc.的1.8倍（$342.1M vs $191.2M），Axsome Therapeutics, Inc.同比增速更快（57.4% vs 7.3%），过去两年Axsome Therapeutics, Inc.的营收复合增速更高（48.1% vs 1.8%）
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。
Stitch Fix是美国的在线个人造型服务平台，依托推荐算法与数据科学技术，根据顾客的身形尺寸、预算和风格偏好推送个性化服饰单品。该公司创立于2011年，2017年完成首次公开募股，目前总部位于旧金山。
AXSM vs SFIX — 直观对比
营收规模更大
SFIX
是对方的1.8倍
$191.2M
营收增速更快
AXSM
高出50.1%
7.3%
两年增速更快
AXSM
近两年复合增速
1.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $191.2M | $342.1M |
| 净利润 | — | $-6.4M |
| 毛利率 | — | 43.6% |
| 营业利润率 | -33.1% | -2.5% |
| 净利率 | — | -1.9% |
| 营收同比 | 57.4% | 7.3% |
| 净利润同比 | — | -1.7% |
| 每股收益（稀释后） | — | $-0.05 |
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AXSMSFIX
| Q1 26 | $191.2M | — | ||
| Q4 25 | $196.0M | $342.1M | ||
| Q3 25 | $171.0M | $311.2M | ||
| Q2 25 | $150.0M | $325.0M | ||
| Q1 25 | $121.5M | $312.1M | ||
| Q4 24 | $118.8M | $318.8M | ||
| Q3 24 | $104.8M | $319.6M | ||
| Q2 24 | $87.2M | $322.7M |
净利润AXSMSFIX
| Q1 26 | — | — | ||
| Q4 25 | $-28.6M | $-6.4M | ||
| Q3 25 | $-47.2M | $-8.6M | ||
| Q2 25 | $-48.0M | $-7.4M | ||
| Q1 25 | $-59.4M | $-6.5M | ||
| Q4 24 | $-74.9M | $-6.3M | ||
| Q3 24 | $-64.6M | $-36.5M | ||
| Q2 24 | $-79.3M | $-21.3M |
毛利率AXSMSFIX
| Q1 26 | — | — | ||
| Q4 25 | — | 43.6% | ||
| Q3 25 | — | 43.6% | ||
| Q2 25 | — | 44.2% | ||
| Q1 25 | — | 44.5% | ||
| Q4 24 | — | 45.4% | ||
| Q3 24 | — | 44.6% | ||
| Q2 24 | — | 45.5% |
营业利润率AXSMSFIX
| Q1 26 | -33.1% | — | ||
| Q4 25 | -13.8% | -2.5% | ||
| Q3 25 | -27.0% | -3.6% | ||
| Q2 25 | -24.5% | -3.0% | ||
| Q1 25 | -46.9% | -2.9% | ||
| Q4 24 | -61.1% | -2.8% | ||
| Q3 24 | -59.8% | -13.1% | ||
| Q2 24 | -89.5% | -7.7% |
净利率AXSMSFIX
| Q1 26 | — | — | ||
| Q4 25 | -14.6% | -1.9% | ||
| Q3 25 | -27.6% | -2.8% | ||
| Q2 25 | -32.0% | -2.3% | ||
| Q1 25 | -48.9% | -2.1% | ||
| Q4 24 | -63.1% | -2.0% | ||
| Q3 24 | -61.7% | -11.4% | ||
| Q2 24 | -91.0% | -6.6% |
每股收益（稀释后）AXSMSFIX
| Q1 26 | — | — | ||
| Q4 25 | $-0.55 | $-0.05 | ||
| Q3 25 | $-0.94 | $-0.06 | ||
| Q2 25 | $-0.97 | $-0.06 | ||
| Q1 25 | $-1.22 | $-0.05 | ||
| Q4 24 | $-1.54 | $-0.05 | ||
| Q3 24 | $-1.34 | $-0.29 | ||
| Q2 24 | $-1.67 | $-0.18 |
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 | $244.2M |
| 总债务越低越好 | $70.0M | — |
| 股东权益账面价值 | — | $204.1M |
| 总资产 | $713.6M | $530.7M |
| 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AXSMSFIX
| Q1 26 | $305.1M | — | ||
| Q4 25 | $322.9M | $244.2M | ||
| Q3 25 | $325.3M | $234.9M | ||
| Q2 25 | $303.0M | $234.2M | ||
| Q1 25 | $300.9M | $219.1M | ||
| Q4 24 | $315.4M | $253.3M | ||
| Q3 24 | $327.3M | $247.0M | ||
| Q2 24 | $315.7M | $244.5M |
总债务AXSMSFIX
| Q1 26 | $70.0M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益AXSMSFIX
| Q1 26 | — | — | ||
| Q4 25 | $88.3M | $204.1M | ||
| Q3 25 | $73.7M | $203.0M | ||
| Q2 25 | $73.1M | $200.4M | ||
| Q1 25 | $53.2M | $197.8M | ||
| Q4 24 | $57.0M | $190.5M | ||
| Q3 24 | $92.9M | $187.0M | ||
| Q2 24 | $102.9M | $208.9M |
总资产AXSMSFIX
| Q1 26 | $713.6M | — | ||
| Q4 25 | $689.8M | $530.7M | ||
| Q3 25 | $669.3M | $480.6M | ||
| Q2 25 | $639.8M | $484.7M | ||
| Q1 25 | $596.7M | $472.6M | ||
| Q4 24 | $568.5M | $507.1M | ||
| Q3 24 | $561.5M | $486.9M | ||
| Q2 24 | $548.2M | $537.0M |
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 | — | $10.9M |
| 自由现金流经营现金流 - 资本支出 | — | $5.6M |
| 自由现金流率自由现金流/营收 | — | 1.6% |
| 资本支出强度资本支出/营收 | — | 1.6% |
| 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 | — | $4.9M |
8季度趋势，按日历期对齐
经营现金流AXSMSFIX
| Q1 26 | — | — | ||
| Q4 25 | $-18.7M | $10.9M | ||
| Q3 25 | $1.0M | $7.0M | ||
| Q2 25 | $-32.4M | $20.5M | ||
| Q1 25 | $-43.4M | $-16.2M | ||
| Q4 24 | $-26.2M | $14.3M | ||
| Q3 24 | $-18.6M | $8.2M | ||
| Q2 24 | $-30.1M | $21.7M |
自由现金流AXSMSFIX
| Q1 26 | — | — | ||
| Q4 25 | $-18.7M | $5.6M | ||
| Q3 25 | $988.0K | $2.8M | ||
| Q2 25 | $-32.4M | $16.0M | ||
| Q1 25 | $-43.7M | $-19.4M | ||
| Q4 24 | $-26.2M | $9.9M | ||
| Q3 24 | $-18.7M | $4.5M | ||
| Q2 24 | $-30.2M | $18.9M |
自由现金流率AXSMSFIX
| Q1 26 | — | — | ||
| Q4 25 | -9.6% | 1.6% | ||
| Q3 25 | 0.6% | 0.9% | ||
| Q2 25 | -21.6% | 4.9% | ||
| Q1 25 | -36.0% | -6.2% | ||
| Q4 24 | -22.1% | 3.1% | ||
| Q3 24 | -17.9% | 1.4% | ||
| Q2 24 | -34.6% | 5.9% |
资本支出强度AXSMSFIX
| Q1 26 | — | — | ||
| Q4 25 | 0.0% | 1.6% | ||
| Q3 25 | 0.0% | 1.4% | ||
| Q2 25 | 0.0% | 1.4% | ||
| Q1 25 | 0.3% | 1.0% | ||
| Q4 24 | 0.0% | 1.4% | ||
| Q3 24 | 0.1% | 1.2% | ||
| Q2 24 | 0.1% | 0.9% |
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% |
SFIX
暂无分部数据
