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Azenta, Inc.（AZTA）与Ultragenyx Pharmaceutical Inc.（RARE）财务数据对比。点击上方公司名可切换其他公司
Ultragenyx Pharmaceutical Inc.的季度营收约是Azenta, Inc.的1.4倍（$207.3M vs $148.6M），Azenta, Inc.净利率更高（-10.4% vs -62.0%，领先51.6%），Ultragenyx Pharmaceutical Inc.同比增速更快（25.9% vs 0.8%），Azenta, Inc.自由现金流更多（$14.7M vs $-100.8M），过去两年Ultragenyx Pharmaceutical Inc.的营收复合增速更高（38.0% vs 4.4%）
Azenta成立于1978年，总部位于美国马萨诸塞州切姆斯福德，是全球知名的生命科学服务提供商，核心业务覆盖基因组学、低温存储、自动化解决方案及信息学服务，为生命科学领域研究及产业客户提供专业技术支持。
Ultragenyx Pharmaceutical Inc.是一家总部位于美国的生物制药企业，专注于研发罕见病和超罕见遗传病的创新治疗方案，这类疾病目前大多无获批疗法，存在大量未被满足的临床需求。公司覆盖生物制剂、小分子药物、基因疗法、反义寡核苷酸及mRNA等多种药物技术平台，研发管线涵盖骨骼、内分泌、代谢、肌肉及中枢神经系统疾病领域。
AZTA vs RARE — 直观对比
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $148.6M | $207.3M |
| 净利润 | $-15.4M | $-128.6M |
| 毛利率 | 42.9% | — |
| 营业利润率 | -4.9% | -54.7% |
| 净利率 | -10.4% | -62.0% |
| 营收同比 | 0.8% | 25.9% |
| 净利润同比 | -15.7% | 3.5% |
| 每股收益（稀释后） | $-0.34 | $-1.28 |
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
| Q4 25 | $148.6M | $207.3M | ||
| Q3 25 | $159.2M | $159.9M | ||
| Q2 25 | $143.9M | $166.5M | ||
| Q1 25 | $143.3M | $139.3M | ||
| Q4 24 | $147.4M | $164.6M | ||
| Q3 24 | $150.6M | $139.5M | ||
| Q2 24 | $144.3M | $147.0M | ||
| Q1 24 | $136.4M | $108.8M |
| Q4 25 | $-15.4M | $-128.6M | ||
| Q3 25 | $50.9M | $-180.4M | ||
| Q2 25 | $-48.0M | $-115.0M | ||
| Q1 25 | $-47.7M | $-151.1M | ||
| Q4 24 | $-11.0M | $-133.2M | ||
| Q3 24 | $-6.6M | $-133.5M | ||
| Q2 24 | $-6.6M | $-131.6M | ||
| Q1 24 | $-137.4M | $-170.7M |
| Q4 25 | 42.9% | — | ||
| Q3 25 | 45.4% | — | ||
| Q2 25 | 46.2% | — | ||
| Q1 25 | 43.8% | — | ||
| Q4 24 | 46.7% | — | ||
| Q3 24 | 45.5% | — | ||
| Q2 24 | 44.8% | — | ||
| Q1 24 | 43.8% | — |
| Q4 25 | -4.9% | -54.7% | ||
| Q3 25 | 1.2% | -106.9% | ||
| Q2 25 | -1.3% | -64.8% | ||
| Q1 25 | -12.7% | -102.6% | ||
| Q4 24 | -5.9% | -74.3% | ||
| Q3 24 | -3.1% | -94.6% | ||
| Q2 24 | -4.9% | -79.1% | ||
| Q1 24 | -18.1% | -151.9% |
| Q4 25 | -10.4% | -62.0% | ||
| Q3 25 | 32.0% | -112.8% | ||
| Q2 25 | -33.4% | -69.0% | ||
| Q1 25 | -33.3% | -108.5% | ||
| Q4 24 | -7.5% | -80.9% | ||
| Q3 24 | -4.4% | -95.7% | ||
| Q2 24 | -4.5% | -89.5% | ||
| Q1 24 | -100.8% | -156.8% |
| Q4 25 | $-0.34 | $-1.28 | ||
| Q3 25 | $1.12 | $-1.81 | ||
| Q2 25 | $-1.05 | $-1.17 | ||
| Q1 25 | $-1.04 | $-1.57 | ||
| Q4 24 | $-0.25 | $-1.34 | ||
| Q3 24 | $-0.25 | $-1.40 | ||
| Q2 24 | $-0.12 | $-1.52 | ||
| Q1 24 | $-2.48 | $-2.03 |
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 | $336.6M | $421.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.7B | $-80.0M |
| 总资产 | $2.1B | $1.5B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q4 25 | $336.6M | $421.0M | ||
| Q3 25 | $279.8M | $202.5M | ||
| Q2 25 | $270.0M | $176.3M | ||
| Q1 25 | $253.6M | $127.1M | ||
| Q4 24 | $377.5M | $174.0M | ||
| Q3 24 | $280.0M | $150.6M | ||
| Q2 24 | $336.5M | $480.7M | ||
| Q1 24 | $353.5M | $112.3M |
| Q4 25 | $1.7B | $-80.0M | ||
| Q3 25 | $1.7B | $9.2M | ||
| Q2 25 | $1.7B | $151.3M | ||
| Q1 25 | $1.7B | $144.2M | ||
| Q4 24 | $1.7B | $255.0M | ||
| Q3 24 | $1.8B | $346.8M | ||
| Q2 24 | $2.0B | $432.4M | ||
| Q1 24 | $2.2B | $140.3M |
| Q4 25 | $2.1B | $1.5B | ||
| Q3 25 | $2.1B | $1.2B | ||
| Q2 25 | $2.0B | $1.3B | ||
| Q1 25 | $2.0B | $1.3B | ||
| Q4 24 | $2.0B | $1.5B | ||
| Q3 24 | $2.1B | $1.5B | ||
| Q2 24 | $2.3B | $1.6B | ||
| Q1 24 | $2.6B | $1.3B |
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 | $20.8M | $-99.8M |
| 自由现金流经营现金流 - 资本支出 | $14.7M | $-100.8M |
| 自由现金流率自由现金流/营收 | 9.9% | -48.6% |
| 资本支出强度资本支出/营收 | 4.2% | 0.5% |
| 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 | $30.9M | $-472.0M |
8季度趋势，按日历期对齐
| Q4 25 | $20.8M | $-99.8M | ||
| Q3 25 | $2.2M | $-91.4M | ||
| Q2 25 | $25.8M | $-108.3M | ||
| Q1 25 | $14.4M | $-166.5M | ||
| Q4 24 | $29.8M | $-79.3M | ||
| Q3 24 | $17.7M | $-67.0M | ||
| Q2 24 | $9.8M | $-77.0M | ||
| Q1 24 | $8.7M | $-190.7M |
| Q4 25 | $14.7M | $-100.8M | ||
| Q3 25 | $-5.7M | $-92.7M | ||
| Q2 25 | $15.0M | $-110.7M | ||
| Q1 25 | $7.0M | $-167.8M | ||
| Q4 24 | $22.0M | $-79.5M | ||
| Q3 24 | $8.3M | $-68.6M | ||
| Q2 24 | $1.3M | $-79.0M | ||
| Q1 24 | $428.0K | $-193.9M |
| Q4 25 | 9.9% | -48.6% | ||
| Q3 25 | -3.6% | -58.0% | ||
| Q2 25 | 10.4% | -66.5% | ||
| Q1 25 | 4.9% | -120.5% | ||
| Q4 24 | 15.0% | -48.3% | ||
| Q3 24 | 5.5% | -49.2% | ||
| Q2 24 | 0.9% | -53.7% | ||
| Q1 24 | 0.3% | -178.2% |
| Q4 25 | 4.2% | 0.5% | ||
| Q3 25 | 4.9% | 0.8% | ||
| Q2 25 | 7.5% | 1.5% | ||
| Q1 25 | 5.2% | 1.0% | ||
| Q4 24 | 5.3% | 0.1% | ||
| Q3 24 | 6.2% | 1.2% | ||
| Q2 24 | 5.9% | 1.4% | ||
| Q1 24 | 6.1% | 3.0% |
| Q4 25 | — | — | ||
| Q3 25 | 0.04× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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
AZTA
| Multiomics | $67.2M | 45% |
| Core Products | $47.6M | 32% |
| Sample Repository Solutions | $33.8M | 23% |
RARE
| Royalty | $105.6M | 51% |
| Products | $101.7M | 49% |
