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AZZ INC（AZZ）与Royalty Pharma plc（RPRX）财务数据对比。点击上方公司名可切换其他公司
Royalty Pharma plc的季度营收约是AZZ INC的1.6倍（$622.0M vs $385.1M），Royalty Pharma plc净利率更高（34.4% vs 4.1%，领先30.3%），AZZ INC同比增速更快（9.4% vs 4.8%），过去两年Royalty Pharma plc的营收复合增速更高（4.6% vs -3.5%）
AZZ公司是全球领先的金属防护解决方案供应商，主营热浸镀锌、表面涂层处理服务及特种电气、工业零部件，主要服务于北美及其他核心国际市场的建筑、能源、基建、制造等下游领域。
本公司是总部位于美国马萨诸塞州剑桥市的临床阶段生物制药企业，专注于研发可调节转化生长因子β（TGF-β）超家族蛋白的药物，该类蛋白在红细胞、肌肉、骨骼、血管等细胞与组织的生长修复过程中发挥核心作用。
AZZ vs RPRX — 直观对比
营收规模更大
RPRX
是对方的1.6倍
$385.1M
营收增速更快
AZZ
高出4.7%
4.8%
净利率更高
RPRX
高出30.3%
4.1%
两年增速更快
RPRX
近两年复合增速
-3.5%
损益表 — Q4 FY2027 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $385.1M | $622.0M |
| 净利润 | $15.9M | $214.2M |
| 毛利率 | 22.7% | — |
| 营业利润率 | 14.8% | 62.4% |
| 净利率 | 4.1% | 34.4% |
| 营收同比 | 9.4% | 4.8% |
| 净利润同比 | 146.3% | 2.9% |
| 每股收益（稀释后） | $0.53 | $0.49 |
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AZZRPRX
| Q4 26 | $385.1M | — | ||
| Q4 25 | $425.7M | $622.0M | ||
| Q3 25 | $417.3M | $609.3M | ||
| Q2 25 | $422.0M | $578.7M | ||
| Q1 25 | $351.9M | $568.2M | ||
| Q4 24 | $403.7M | $593.6M | ||
| Q3 24 | $409.0M | $564.7M | ||
| Q2 24 | $413.2M | $537.3M |
净利润AZZRPRX
| Q4 26 | $15.9M | — | ||
| Q4 25 | $41.1M | $214.2M | ||
| Q3 25 | $89.3M | $288.2M | ||
| Q2 25 | $170.9M | $30.2M | ||
| Q1 25 | $20.2M | $238.3M | ||
| Q4 24 | $33.6M | $208.2M | ||
| Q3 24 | $35.4M | $544.0M | ||
| Q2 24 | $39.6M | $102.0M |
毛利率AZZRPRX
| Q4 26 | 22.7% | — | ||
| Q4 25 | 23.9% | — | ||
| Q3 25 | 24.3% | — | ||
| Q2 25 | 24.7% | — | ||
| Q1 25 | 22.4% | — | ||
| Q4 24 | 24.2% | — | ||
| Q3 24 | 25.3% | — | ||
| Q2 24 | 24.8% | — |
营业利润率AZZRPRX
| Q4 26 | 14.8% | — | ||
| Q4 25 | 16.3% | 62.4% | ||
| Q3 25 | 16.4% | 70.1% | ||
| Q2 25 | 16.5% | 36.3% | ||
| Q1 25 | 11.5% | 94.0% | ||
| Q4 24 | 14.5% | 60.9% | ||
| Q3 24 | 16.5% | — | ||
| Q2 24 | 16.9% | 50.2% |
净利率AZZRPRX
| Q4 26 | 4.1% | — | ||
| Q4 25 | 9.6% | 34.4% | ||
| Q3 25 | 21.4% | 47.3% | ||
| Q2 25 | 40.5% | 5.2% | ||
| Q1 25 | 5.7% | 41.9% | ||
| Q4 24 | 8.3% | 35.1% | ||
| Q3 24 | 8.7% | 96.3% | ||
| Q2 24 | 9.6% | 19.0% |
每股收益（稀释后）AZZRPRX
| Q4 26 | $0.53 | — | ||
| Q4 25 | $1.36 | $0.49 | ||
| Q3 25 | $2.95 | $0.67 | ||
| Q2 25 | $5.66 | $0.07 | ||
| Q1 25 | $0.87 | $0.55 | ||
| Q4 24 | $1.12 | $0.46 | ||
| Q3 24 | $1.18 | $1.21 | ||
| Q2 24 | $-1.38 | $0.23 |
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 | — | $618.7M |
| 总债务越低越好 | — | $9.0B |
| 股东权益账面价值 | $1.3B | $9.7B |
| 总资产 | $2.2B | $19.6B |
| 负债/权益比越低杠杆越低 | — | 0.92× |
8季度趋势，按日历期对齐
现金及短期投资AZZRPRX
| Q4 26 | — | — | ||
| Q4 25 | $623.0K | $618.7M | ||
| Q3 25 | $897.0K | $938.9M | ||
| Q2 25 | $3.0M | $631.9M | ||
| Q1 25 | $1.5M | $1.1B | ||
| Q4 24 | $1.5M | $929.0M | ||
| Q3 24 | $2.2M | $950.1M | ||
| Q2 24 | $10.5M | $1.8B |
总债务AZZRPRX
| Q4 26 | — | — | ||
| Q4 25 | — | $9.0B | ||
| Q3 25 | — | $8.9B | ||
| Q2 25 | — | $8.0B | ||
| Q1 25 | — | $7.6B | ||
| Q4 24 | — | $7.6B | ||
| Q3 24 | — | $7.6B | ||
| Q2 24 | — | $7.6B |
股东权益AZZRPRX
| Q4 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $9.7B | ||
| Q3 25 | $1.3B | $9.6B | ||
| Q2 25 | $1.2B | $9.5B | ||
| Q1 25 | $1.0B | $9.8B | ||
| Q4 24 | $1.0B | $10.3B | ||
| Q3 24 | $999.8M | $10.3B | ||
| Q2 24 | $967.2M | $9.8B |
总资产AZZRPRX
| Q4 26 | $2.2B | — | ||
| Q4 25 | $2.2B | $19.6B | ||
| Q3 25 | $2.2B | $19.3B | ||
| Q2 25 | $2.2B | $18.3B | ||
| Q1 25 | $2.2B | $17.6B | ||
| Q4 24 | $2.2B | $18.2B | ||
| Q3 24 | $2.2B | $18.0B | ||
| Q2 24 | $2.2B | $17.7B |
负债/权益比AZZRPRX
| Q4 26 | — | — | ||
| Q4 25 | — | 0.92× | ||
| Q3 25 | — | 0.93× | ||
| Q2 25 | — | 0.84× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 0.74× | ||
| Q2 24 | — | 0.78× |
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 | $525.4M | $827.1M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 32.98× | 3.86× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流AZZRPRX
| Q4 26 | $525.4M | — | ||
| Q4 25 | $79.7M | $827.1M | ||
| Q3 25 | $58.4M | $702.6M | ||
| Q2 25 | $314.8M | $364.0M | ||
| Q1 25 | — | $596.1M | ||
| Q4 24 | $66.2M | $742.5M | ||
| Q3 24 | $47.5M | $703.6M | ||
| Q2 24 | $71.9M | $658.2M |
自由现金流AZZRPRX
| Q4 26 | — | — | ||
| Q4 25 | $61.2M | — | ||
| Q3 25 | $39.1M | — | ||
| Q2 25 | $293.9M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $39.7M | — | ||
| Q3 24 | $15.4M | — | ||
| Q2 24 | $44.5M | — |
自由现金流率AZZRPRX
| Q4 26 | — | — | ||
| Q4 25 | 14.4% | — | ||
| Q3 25 | 9.4% | — | ||
| Q2 25 | 69.6% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 9.8% | — | ||
| Q3 24 | 3.8% | — | ||
| Q2 24 | 10.8% | — |
资本支出强度AZZRPRX
| Q4 26 | — | — | ||
| Q4 25 | 4.4% | — | ||
| Q3 25 | 4.6% | — | ||
| Q2 25 | 5.0% | — | ||
| Q1 25 | 8.5% | — | ||
| Q4 24 | 6.6% | — | ||
| Q3 24 | 7.8% | — | ||
| Q2 24 | 6.6% | — |
现金转化率AZZRPRX
| Q4 26 | 32.98× | — | ||
| Q4 25 | 1.94× | 3.86× | ||
| Q3 25 | 0.65× | 2.44× | ||
| Q2 25 | 1.84× | 12.06× | ||
| Q1 25 | — | 2.50× | ||
| Q4 24 | 1.97× | 3.57× | ||
| Q3 24 | 1.34× | 1.29× | ||
| Q2 24 | 1.82× | 6.45× |
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
AZZ
| Precoat Metals | $198.6M | 52% |
| Metal Coatings | $186.5M | 48% |
RPRX
| Financial Royalty Assets | $592.4M | 95% |
| Royalty Income Other | $29.6M | 5% |
