vs
阿斯利康(AZN)与辉瑞(PFE)财务数据对比。点击上方公司名可切换其他公司
辉瑞的季度营收约是阿斯利康的1.2倍($17.6B vs $14.5B),阿斯利康净利率更高(16.9% vs -9.4%,领先26.3%),阿斯利康同比增速更快(11.7% vs -1.2%)
阿斯利康是一家瑞典与英国合资的跨国制药及生物技术企业,总部位于英国剑桥的剑桥生物医学园区。公司产品管线覆盖肿瘤、心血管、消化、感染、神经科学、呼吸、炎症等重大疾病领域。
辉瑞是总部位于美国纽约曼哈顿The Spiral的跨国制药及生物技术企业,由德国企业家查尔斯·辉瑞与查尔斯·F·埃尔哈特于1849年在纽约创立,是北美地区历史最悠久的制药企业之一,在全球医药健康领域拥有较高的行业影响力。
AZN vs PFE — 直观对比
营收规模更大
PFE
是对方的1.2倍
$14.5B
营收增速更快
AZN
高出12.9%
-1.2%
净利率更高
AZN
高出26.3%
-9.4%
损益表 — Q2 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $14.5B | $17.6B |
| 净利润 | $2.4B | $-1.6B |
| 毛利率 | 82.9% | 70.0% |
| 营业利润率 | 24.3% | -9.4% |
| 净利率 | 16.9% | -9.4% |
| 营收同比 | 11.7% | -1.2% |
| 净利润同比 | 27.0% | -501.7% |
| 每股收益(稀释后) | $1.57 | $-0.29 |
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
AZN
PFE
| Q4 25 | — | $17.6B | ||
| Q3 25 | — | $16.7B | ||
| Q2 25 | $14.5B | $14.7B | ||
| Q1 25 | — | $13.7B | ||
| Q4 24 | — | $17.8B | ||
| Q3 24 | — | $17.7B | ||
| Q2 24 | $12.9B | $13.3B | ||
| Q1 24 | — | $14.9B |
净利润
AZN
PFE
| Q4 25 | — | $-1.6B | ||
| Q3 25 | — | $3.5B | ||
| Q2 25 | $2.4B | $2.9B | ||
| Q1 25 | — | $3.0B | ||
| Q4 24 | — | $410.0M | ||
| Q3 24 | — | $4.5B | ||
| Q2 24 | $1.9B | $41.0M | ||
| Q1 24 | — | $3.1B |
毛利率
AZN
PFE
| Q4 25 | — | 70.0% | ||
| Q3 25 | — | 74.9% | ||
| Q2 25 | 82.9% | 74.2% | ||
| Q1 25 | — | 79.3% | ||
| Q4 24 | — | 66.7% | ||
| Q3 24 | — | 70.3% | ||
| Q2 24 | 83.1% | 75.2% | ||
| Q1 24 | — | 77.3% |
营业利润率
AZN
PFE
| Q4 25 | — | -9.4% | ||
| Q3 25 | — | 20.0% | ||
| Q2 25 | 24.3% | 20.8% | ||
| Q1 25 | — | 20.3% | ||
| Q4 24 | — | -0.1% | ||
| Q3 24 | — | 26.6% | ||
| Q2 24 | 21.2% | -0.8% | ||
| Q1 24 | — | 23.0% |
净利率
AZN
PFE
| Q4 25 | — | -9.4% | ||
| Q3 25 | — | 21.3% | ||
| Q2 25 | 16.9% | 19.9% | ||
| Q1 25 | — | 21.6% | ||
| Q4 24 | — | 2.3% | ||
| Q3 24 | — | 25.2% | ||
| Q2 24 | 14.9% | 0.3% | ||
| Q1 24 | — | 20.9% |
每股收益(稀释后)
AZN
PFE
| Q4 25 | — | $-0.29 | ||
| Q3 25 | — | $0.62 | ||
| Q2 25 | $1.57 | $0.51 | ||
| Q1 25 | — | $0.52 | ||
| Q4 24 | — | $0.07 | ||
| Q3 24 | — | $0.78 | ||
| Q2 24 | $1.24 | $0.01 | ||
| Q1 24 | — | $0.55 |
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 | $7.1B | $1.1B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $44.8B | $86.5B |
| 总资产 | $112.4B | $208.2B |
| 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
AZN
PFE
| Q4 25 | — | $1.1B | ||
| Q3 25 | — | $1.3B | ||
| Q2 25 | $7.1B | $1.6B | ||
| Q1 25 | — | $1.4B | ||
| Q4 24 | — | $1.0B | ||
| Q3 24 | — | $1.1B | ||
| Q2 24 | $6.9B | $1.1B | ||
| Q1 24 | — | $719.0M |
股东权益
AZN
PFE
| Q4 25 | — | $86.5B | ||
| Q3 25 | — | $92.8B | ||
| Q2 25 | $44.8B | $88.7B | ||
| Q1 25 | — | $90.3B | ||
| Q4 24 | — | $88.2B | ||
| Q3 24 | — | $92.3B | ||
| Q2 24 | $39.6B | $87.7B | ||
| Q1 24 | — | $92.3B |
总资产
AZN
PFE
| Q4 25 | — | $208.2B | ||
| Q3 25 | — | $208.7B | ||
| Q2 25 | $112.4B | $206.1B | ||
| Q1 25 | — | $208.0B | ||
| Q4 24 | — | $213.4B | ||
| Q3 24 | — | $219.5B | ||
| Q2 24 | $104.3B | $216.2B | ||
| Q1 24 | — | $221.1B |
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 | — | $5.3B |
| 自由现金流经营现金流 - 资本支出 | — | $4.5B |
| 自由现金流率自由现金流/营收 | — | 25.6% |
| 资本支出强度资本支出/营收 | — | 4.8% |
| 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 | — | $9.1B |
8季度趋势,按日历期对齐
经营现金流
AZN
PFE
| Q4 25 | — | $5.3B | ||
| Q3 25 | — | $4.6B | ||
| Q2 25 | — | $-582.0M | ||
| Q1 25 | — | $2.3B | ||
| Q4 24 | — | $6.7B | ||
| Q3 24 | — | $6.7B | ||
| Q2 24 | — | $-1.8B | ||
| Q1 24 | — | $1.1B |
自由现金流
AZN
PFE
| Q4 25 | — | $4.5B | ||
| Q3 25 | — | $4.0B | ||
| Q2 25 | — | $-1.2B | ||
| Q1 25 | — | $1.8B | ||
| Q4 24 | — | $5.8B | ||
| Q3 24 | — | $6.1B | ||
| Q2 24 | — | $-2.4B | ||
| Q1 24 | — | $386.0M |
自由现金流率
AZN
PFE
| Q4 25 | — | 25.6% | ||
| Q3 25 | — | 24.0% | ||
| Q2 25 | — | -8.2% | ||
| Q1 25 | — | 12.9% | ||
| Q4 24 | — | 32.7% | ||
| Q3 24 | — | 34.3% | ||
| Q2 24 | — | -18.2% | ||
| Q1 24 | — | 2.6% |
资本支出强度
AZN
PFE
| Q4 25 | — | 4.8% | ||
| Q3 25 | — | 3.6% | ||
| Q2 25 | — | 4.2% | ||
| Q1 25 | — | 4.1% | ||
| Q4 24 | — | 5.2% | ||
| Q3 24 | — | 3.7% | ||
| Q2 24 | — | 4.8% | ||
| Q1 24 | — | 4.7% |
现金转化率
AZN
PFE
| Q4 25 | — | — | ||
| Q3 25 | — | 1.30× | ||
| Q2 25 | — | -0.20× | ||
| Q1 25 | — | 0.79× | ||
| Q4 24 | — | 16.39× | ||
| Q3 24 | — | 1.50× | ||
| Q2 24 | — | -43.44× | ||
| Q1 24 | — | 0.35× |
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
AZN
暂无分部数据
PFE
| U.S.Commercial Division | $9.0B | 51% |
| Specialty Care | $4.8B | 27% |
| Total Alliance Biopharmaceuticals | $2.6B | 15% |
| Royalty | $480.0M | 3% |
| Pfizer Centre One | $409.0M | 2% |