vs
Axsome Therapeutics, Inc.（AXSM）与Walker & Dunlop, Inc.（WD）财务数据对比。点击上方公司名可切换其他公司
Walker & Dunlop, Inc.的季度营收约是Axsome Therapeutics, Inc.的1.8倍（$340.0M vs $191.2M），Axsome Therapeutics, Inc.同比增速更快（57.4% vs -0.4%），过去两年Axsome Therapeutics, Inc.的营收复合增速更高（48.1% vs 22.1%）
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。
Walker & Dunlop, Inc.是美国乃至全球规模领先的商业地产金融与咨询服务机构，为客户提供覆盖商业地产领域的多元金融解决方案及专业咨询服务，业务辐射全球多个市场，在行业内拥有深厚的资源积累与广泛的市场认可度。
AXSM vs WD — 直观对比
营收规模更大
WD
是对方的1.8倍
$191.2M
营收增速更快
AXSM
高出57.8%
-0.4%
两年增速更快
AXSM
近两年复合增速
22.1%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $191.2M | $340.0M |
| 净利润 | — | $-13.9M |
| 毛利率 | — | — |
| 营业利润率 | -33.1% | -17.2% |
| 净利率 | — | -12.9% |
| 营收同比 | 57.4% | -0.4% |
| 净利润同比 | — | -131.0% |
| 每股收益（稀释后） | — | $-0.41 |
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AXSMWD
| Q1 26 | $191.2M | — | ||
| Q4 25 | $196.0M | $340.0M | ||
| Q3 25 | $171.0M | $337.7M | ||
| Q2 25 | $150.0M | $319.2M | ||
| Q1 25 | $121.5M | $237.4M | ||
| Q4 24 | $118.8M | $341.5M | ||
| Q3 24 | $104.8M | $292.3M | ||
| Q2 24 | $87.2M | $270.7M |
净利润AXSMWD
| Q1 26 | — | — | ||
| Q4 25 | $-28.6M | $-13.9M | ||
| Q3 25 | $-47.2M | $33.5M | ||
| Q2 25 | $-48.0M | $34.0M | ||
| Q1 25 | $-59.4M | $2.8M | ||
| Q4 24 | $-74.9M | $44.8M | ||
| Q3 24 | $-64.6M | $28.8M | ||
| Q2 24 | $-79.3M | $22.7M |
营业利润率AXSMWD
| Q1 26 | -33.1% | — | ||
| Q4 25 | -13.8% | -17.2% | ||
| Q3 25 | -27.0% | 13.6% | ||
| Q2 25 | -24.5% | 14.5% | ||
| Q1 25 | -46.9% | 2.2% | ||
| Q4 24 | -61.1% | 15.3% | ||
| Q3 24 | -59.8% | 12.8% | ||
| Q2 24 | -89.5% | 10.4% |
净利率AXSMWD
| Q1 26 | — | — | ||
| Q4 25 | -14.6% | -12.9% | ||
| Q3 25 | -27.6% | 9.9% | ||
| Q2 25 | -32.0% | 10.6% | ||
| Q1 25 | -48.9% | 1.2% | ||
| Q4 24 | -63.1% | 13.1% | ||
| Q3 24 | -61.7% | 9.9% | ||
| Q2 24 | -91.0% | 8.4% |
每股收益（稀释后）AXSMWD
| Q1 26 | — | — | ||
| Q4 25 | $-0.55 | $-0.41 | ||
| Q3 25 | $-0.94 | $0.98 | ||
| Q2 25 | $-0.97 | $0.99 | ||
| Q1 25 | $-1.22 | $0.08 | ||
| Q4 24 | $-1.54 | $1.32 | ||
| Q3 24 | $-1.34 | $0.85 | ||
| Q2 24 | $-1.67 | $0.67 |
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 | $299.3M |
| 总债务越低越好 | $70.0M | — |
| 股东权益账面价值 | — | $1.7B |
| 总资产 | $713.6M | $5.1B |
| 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AXSMWD
| Q1 26 | $305.1M | — | ||
| Q4 25 | $322.9M | $299.3M | ||
| Q3 25 | $325.3M | $274.8M | ||
| Q2 25 | $303.0M | $233.7M | ||
| Q1 25 | $300.9M | $181.0M | ||
| Q4 24 | $315.4M | $279.3M | ||
| Q3 24 | $327.3M | $179.8M | ||
| Q2 24 | $315.7M | $208.1M |
总债务AXSMWD
| Q1 26 | $70.0M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益AXSMWD
| Q1 26 | — | — | ||
| Q4 25 | $88.3M | $1.7B | ||
| Q3 25 | $73.7M | $1.8B | ||
| Q2 25 | $73.1M | $1.8B | ||
| Q1 25 | $53.2M | $1.7B | ||
| Q4 24 | $57.0M | $1.7B | ||
| Q3 24 | $92.9M | $1.7B | ||
| Q2 24 | $102.9M | $1.7B |
总资产AXSMWD
| Q1 26 | $713.6M | — | ||
| Q4 25 | $689.8M | $5.1B | ||
| Q3 25 | $669.3M | $5.8B | ||
| Q2 25 | $639.8M | $4.7B | ||
| Q1 25 | $596.7M | $4.5B | ||
| Q4 24 | $568.5M | $4.4B | ||
| Q3 24 | $561.5M | $4.6B | ||
| Q2 24 | $548.2M | $4.2B |
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 | — | $-664.3M |
| 自由现金流经营现金流 - 资本支出 | — | $-680.1M |
| 自由现金流率自由现金流/营收 | — | -200.0% |
| 资本支出强度资本支出/营收 | — | 4.6% |
| 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 | — | $-2.2B |
8季度趋势，按日历期对齐
经营现金流AXSMWD
| Q1 26 | — | — | ||
| Q4 25 | $-18.7M | $-664.3M | ||
| Q3 25 | $1.0M | $-948.1M | ||
| Q2 25 | $-32.4M | $-238.5M | ||
| Q1 25 | $-43.4M | $-281.1M | ||
| Q4 24 | $-26.2M | $129.4M | ||
| Q3 24 | $-18.6M | $-202.0M | ||
| Q2 24 | $-30.1M | $-237.8M |
自由现金流AXSMWD
| Q1 26 | — | — | ||
| Q4 25 | $-18.7M | $-680.1M | ||
| Q3 25 | $988.0K | $-950.4M | ||
| Q2 25 | $-32.4M | $-241.0M | ||
| Q1 25 | $-43.7M | $-284.7M | ||
| Q4 24 | $-26.2M | $116.4M | ||
| Q3 24 | $-18.7M | $-204.0M | ||
| Q2 24 | $-30.2M | $-241.7M |
自由现金流率AXSMWD
| Q1 26 | — | — | ||
| Q4 25 | -9.6% | -200.0% | ||
| Q3 25 | 0.6% | -281.5% | ||
| Q2 25 | -21.6% | -75.5% | ||
| Q1 25 | -36.0% | -120.0% | ||
| Q4 24 | -22.1% | 34.1% | ||
| Q3 24 | -17.9% | -69.8% | ||
| Q2 24 | -34.6% | -89.3% |
资本支出强度AXSMWD
| Q1 26 | — | — | ||
| Q4 25 | 0.0% | 4.6% | ||
| Q3 25 | 0.0% | 0.7% | ||
| Q2 25 | 0.0% | 0.8% | ||
| Q1 25 | 0.3% | 1.5% | ||
| Q4 24 | 0.0% | 3.8% | ||
| Q3 24 | 0.1% | 0.7% | ||
| Q2 24 | 0.1% | 1.4% |
现金转化率AXSMWD
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | -28.34× | ||
| Q2 25 | — | -7.02× | ||
| Q1 25 | — | -102.07× | ||
| Q4 24 | — | 2.89× | ||
| Q3 24 | — | -7.01× | ||
| Q2 24 | — | -10.49× |
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% |
WD
暂无分部数据
