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Axsome Therapeutics, Inc.（AXSM）与Westrock Coffee Co（WEST）财务数据对比。点击上方公司名可切换其他公司
Westrock Coffee Co的季度营收约是Axsome Therapeutics, Inc.的1.8倍（$339.5M vs $191.2M），Axsome Therapeutics, Inc.同比增速更快（57.4% vs 48.3%），过去两年Axsome Therapeutics, Inc.的营收复合增速更高（48.1% vs 32.8%）
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。
Westrock Coffee Co是一家全球化综合咖啡及饮品解决方案供应商，业务覆盖咖啡、茶与功能性饮品的采购、烘焙、生产及分销，为北美及全球其他区域的零售、餐饮和商业客户提供定制化产品及配套服务。
AXSM vs WEST — 直观对比
营收规模更大
WEST
是对方的1.8倍
$191.2M
营收增速更快
AXSM
高出9.2%
48.3%
两年增速更快
AXSM
近两年复合增速
32.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $191.2M | $339.5M |
| 净利润 | — | $-22.6M |
| 毛利率 | — | 11.5% |
| 营业利润率 | -33.1% | -2.6% |
| 净利率 | — | -6.6% |
| 营收同比 | 57.4% | 48.3% |
| 净利润同比 | — | 8.3% |
| 每股收益（稀释后） | — | $-0.22 |
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AXSMWEST
| Q1 26 | $191.2M | — | ||
| Q4 25 | $196.0M | $339.5M | ||
| Q3 25 | $171.0M | $354.8M | ||
| Q2 25 | $150.0M | $280.9M | ||
| Q1 25 | $121.5M | $213.8M | ||
| Q4 24 | $118.8M | $229.0M | ||
| Q3 24 | $104.8M | $220.9M | ||
| Q2 24 | $87.2M | $208.4M |
净利润AXSMWEST
| Q1 26 | — | — | ||
| Q4 25 | $-28.6M | $-22.6M | ||
| Q3 25 | $-47.2M | $-19.1M | ||
| Q2 25 | $-48.0M | $-21.6M | ||
| Q1 25 | $-59.4M | $-27.2M | ||
| Q4 24 | $-74.9M | $-24.6M | ||
| Q3 24 | $-64.6M | $-14.3M | ||
| Q2 24 | $-79.3M | $-17.8M |
毛利率AXSMWEST
| Q1 26 | — | — | ||
| Q4 25 | — | 11.5% | ||
| Q3 25 | — | 11.7% | ||
| Q2 25 | — | 14.7% | ||
| Q1 25 | — | 13.6% | ||
| Q4 24 | — | 16.6% | ||
| Q3 24 | — | 16.8% | ||
| Q2 24 | — | 19.9% |
营业利润率AXSMWEST
| Q1 26 | -33.1% | — | ||
| Q4 25 | -13.8% | -2.6% | ||
| Q3 25 | -27.0% | -2.4% | ||
| Q2 25 | -24.5% | -5.3% | ||
| Q1 25 | -46.9% | -6.1% | ||
| Q4 24 | -61.1% | -4.3% | ||
| Q3 24 | -59.8% | -5.8% | ||
| Q2 24 | -89.5% | -7.9% |
净利率AXSMWEST
| Q1 26 | — | — | ||
| Q4 25 | -14.6% | -6.6% | ||
| Q3 25 | -27.6% | -5.4% | ||
| Q2 25 | -32.0% | -7.7% | ||
| Q1 25 | -48.9% | -12.7% | ||
| Q4 24 | -63.1% | -10.7% | ||
| Q3 24 | -61.7% | -6.5% | ||
| Q2 24 | -91.0% | -8.5% |
每股收益（稀释后）AXSMWEST
| Q1 26 | — | — | ||
| Q4 25 | $-0.55 | $-0.22 | ||
| Q3 25 | $-0.94 | $-0.20 | ||
| Q2 25 | $-0.97 | $-0.23 | ||
| Q1 25 | $-1.22 | $-0.29 | ||
| Q4 24 | $-1.54 | $-0.26 | ||
| Q3 24 | $-1.34 | $-0.16 | ||
| Q2 24 | $-1.67 | $-0.20 |
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 | $49.9M |
| 总债务越低越好 | $70.0M | $444.1M |
| 股东权益账面价值 | — | $-1.9M |
| 总资产 | $713.6M | $1.2B |
| 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AXSMWEST
| Q1 26 | $305.1M | — | ||
| Q4 25 | $322.9M | $49.9M | ||
| Q3 25 | $325.3M | $34.0M | ||
| Q2 25 | $303.0M | $44.0M | ||
| Q1 25 | $300.9M | $33.1M | ||
| Q4 24 | $315.4M | $26.2M | ||
| Q3 24 | $327.3M | $22.4M | ||
| Q2 24 | $315.7M | $24.3M |
总债务AXSMWEST
| Q1 26 | $70.0M | — | ||
| Q4 25 | — | $444.1M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $393.1M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益AXSMWEST
| Q1 26 | — | — | ||
| Q4 25 | $88.3M | $-1.9M | ||
| Q3 25 | $73.7M | $11.4M | ||
| Q2 25 | $73.1M | $18.2M | ||
| Q1 25 | $53.2M | $71.4M | ||
| Q4 24 | $57.0M | $97.5M | ||
| Q3 24 | $92.9M | $110.3M | ||
| Q2 24 | $102.9M | $81.5M |
总资产AXSMWEST
| Q1 26 | $713.6M | — | ||
| Q4 25 | $689.8M | $1.2B | ||
| Q3 25 | $669.3M | $1.2B | ||
| Q2 25 | $639.8M | $1.2B | ||
| Q1 25 | $596.7M | $1.1B | ||
| Q4 24 | $568.5M | $1.1B | ||
| Q3 24 | $561.5M | $1.1B | ||
| Q2 24 | $548.2M | $1.1B |
负债/权益比AXSMWEST
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 4.03× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — | $36.7M |
| 自由现金流经营现金流 - 资本支出 | — | $27.8M |
| 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 | — | 2.6% |
| 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 | — | $-107.8M |
8季度趋势，按日历期对齐
经营现金流AXSMWEST
| Q1 26 | — | — | ||
| Q4 25 | $-18.7M | $36.7M | ||
| Q3 25 | $1.0M | $-26.6M | ||
| Q2 25 | $-32.4M | $-7.0M | ||
| Q1 25 | $-43.4M | $-22.1M | ||
| Q4 24 | $-26.2M | $2.8M | ||
| Q3 24 | $-18.6M | $-332.0K | ||
| Q2 24 | $-30.1M | $-23.7M |
自由现金流AXSMWEST
| Q1 26 | — | — | ||
| Q4 25 | $-18.7M | $27.8M | ||
| Q3 25 | $988.0K | $-44.7M | ||
| Q2 25 | $-32.4M | $-27.5M | ||
| Q1 25 | $-43.7M | $-63.4M | ||
| Q4 24 | $-26.2M | $-15.4M | ||
| Q3 24 | $-18.7M | $-36.7M | ||
| Q2 24 | $-30.2M | $-59.9M |
自由现金流率AXSMWEST
| Q1 26 | — | — | ||
| Q4 25 | -9.6% | 8.2% | ||
| Q3 25 | 0.6% | -12.6% | ||
| Q2 25 | -21.6% | -9.8% | ||
| Q1 25 | -36.0% | -29.7% | ||
| Q4 24 | -22.1% | -6.7% | ||
| Q3 24 | -17.9% | -16.6% | ||
| Q2 24 | -34.6% | -28.7% |
资本支出强度AXSMWEST
| Q1 26 | — | — | ||
| Q4 25 | 0.0% | 2.6% | ||
| Q3 25 | 0.0% | 5.1% | ||
| Q2 25 | 0.0% | 7.3% | ||
| Q1 25 | 0.3% | 19.3% | ||
| Q4 24 | 0.0% | 7.9% | ||
| Q3 24 | 0.1% | 16.5% | ||
| Q2 24 | 0.1% | 17.4% |
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% |
WEST
| Coffee And Tea | $202.6M | 60% |
| Flavors Extracts And Ingredients | $69.6M | 21% |
| Sustainable Sourcing And Traceability Segments | $66.9M | 20% |
