vs
Bandwidth Inc.（BAND）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
Bandwidth Inc.的季度营收约是Ultragenyx Pharmaceutical Inc.的1.0倍（$208.8M vs $207.3M），Bandwidth Inc.净利率更高（1.9% vs -62.0%，领先63.9%），Ultragenyx Pharmaceutical Inc.同比增速更快（25.9% vs 20.1%），Bandwidth Inc.自由现金流更多（$-1.0M vs $-100.8M），过去两年Ultragenyx Pharmaceutical Inc.的营收复合增速更高（38.0% vs 9.7%）
Bandwidth Inc.是一家通信平台即服务提供商，依托自有全球IP语音网络，为客户提供语音、短信及应急服务相关的软件API产品，帮助开发者便捷集成通信功能，全球客户可借助其方案快速搭建符合需求的通信服务体系。
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。
BAND vs RARE — 直观对比
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $208.8M | $207.3M |
| 净利润 | $4.0M | $-128.6M |
| 毛利率 | 37.3% | — |
| 营业利润率 | 60.5% | -54.7% |
| 净利率 | 1.9% | -62.0% |
| 营收同比 | 20.1% | 25.9% |
| 净利润同比 | 200.0% | 3.5% |
| 每股收益（稀释后） | $-0.08 | $-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
| Q1 26 | $208.8M | — | ||
| Q4 25 | $207.7M | $207.3M | ||
| Q3 25 | $191.9M | $159.9M | ||
| Q2 25 | $180.0M | $166.5M | ||
| Q1 25 | $174.2M | $139.3M | ||
| Q4 24 | $210.0M | $164.6M | ||
| Q3 24 | $193.9M | $139.5M | ||
| Q2 24 | $173.6M | $147.0M |
| Q1 26 | $4.0M | — | ||
| Q4 25 | — | $-128.6M | ||
| Q3 25 | $-1.2M | $-180.4M | ||
| Q2 25 | $-4.9M | $-115.0M | ||
| Q1 25 | $-3.7M | $-151.1M | ||
| Q4 24 | — | $-133.2M | ||
| Q3 24 | $413.0K | $-133.5M | ||
| Q2 24 | $4.1M | $-131.6M |
| Q1 26 | 37.3% | — | ||
| Q4 25 | 37.6% | — | ||
| Q3 25 | 38.5% | — | ||
| Q2 25 | 39.8% | — | ||
| Q1 25 | 41.0% | — | ||
| Q4 24 | 36.4% | — | ||
| Q3 24 | 37.7% | — | ||
| Q2 24 | 37.3% | — |
| Q1 26 | 60.5% | — | ||
| Q4 25 | -1.9% | -54.7% | ||
| Q3 25 | -1.0% | -106.9% | ||
| Q2 25 | -2.1% | -64.8% | ||
| Q1 25 | -2.7% | -102.6% | ||
| Q4 24 | -1.3% | -74.3% | ||
| Q3 24 | -0.5% | -94.6% | ||
| Q2 24 | -3.5% | -79.1% |
| Q1 26 | 1.9% | — | ||
| Q4 25 | — | -62.0% | ||
| Q3 25 | -0.6% | -112.8% | ||
| Q2 25 | -2.7% | -69.0% | ||
| Q1 25 | -2.1% | -108.5% | ||
| Q4 24 | — | -80.9% | ||
| Q3 24 | 0.2% | -95.7% | ||
| Q2 24 | 2.3% | -89.5% |
| Q1 26 | $-0.08 | — | ||
| Q4 25 | $-0.10 | $-1.28 | ||
| Q3 25 | $-0.04 | $-1.81 | ||
| Q2 25 | $-0.16 | $-1.17 | ||
| Q1 25 | $-0.13 | $-1.57 | ||
| Q4 24 | $0.27 | $-1.34 | ||
| Q3 24 | $0.01 | $-1.40 | ||
| Q2 24 | $-0.17 | $-1.52 |
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 | $47.3M | $421.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $405.7M | $-80.0M |
| 总资产 | $984.2M | $1.5B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q1 26 | $47.3M | — | ||
| Q4 25 | $111.3M | $421.0M | ||
| Q3 25 | $80.4M | $202.5M | ||
| Q2 25 | $68.1M | $176.3M | ||
| Q1 25 | $41.7M | $127.1M | ||
| Q4 24 | $83.8M | $174.0M | ||
| Q3 24 | $79.9M | $150.6M | ||
| Q2 24 | $76.4M | $480.7M |
| Q1 26 | $405.7M | — | ||
| Q4 25 | $400.0M | $-80.0M | ||
| Q3 25 | $392.7M | $9.2M | ||
| Q2 25 | $384.5M | $151.3M | ||
| Q1 25 | $345.4M | $144.2M | ||
| Q4 24 | $312.5M | $255.0M | ||
| Q3 24 | $336.6M | $346.8M | ||
| Q2 24 | $307.4M | $432.4M |
| Q1 26 | $984.2M | — | ||
| Q4 25 | $1.1B | $1.5B | ||
| Q3 25 | $1.0B | $1.2B | ||
| Q2 25 | $1.0B | $1.3B | ||
| Q1 25 | $964.4M | $1.3B | ||
| Q4 24 | $989.2M | $1.5B | ||
| Q3 24 | $1.0B | $1.5B | ||
| Q2 24 | $1.0B | $1.6B |
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 | — | $-99.8M |
| 自由现金流经营现金流 - 资本支出 | $-1.0M | $-100.8M |
| 自由现金流率自由现金流/营收 | -0.5% | -48.6% |
| 资本支出强度资本支出/营收 | — | 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 | — | $-472.0M |
8季度趋势，按日历期对齐
| Q1 26 | — | — | ||
| Q4 25 | $38.6M | $-99.8M | ||
| Q3 25 | $22.2M | $-91.4M | ||
| Q2 25 | $31.7M | $-108.3M | ||
| Q1 25 | $-3.1M | $-166.5M | ||
| Q4 24 | $36.5M | $-79.3M | ||
| Q3 24 | $20.5M | $-67.0M | ||
| Q2 24 | $24.4M | $-77.0M |
| Q1 26 | $-1.0M | — | ||
| Q4 25 | — | $-100.8M | ||
| Q3 25 | — | $-92.7M | ||
| Q2 25 | — | $-110.7M | ||
| Q1 25 | — | $-167.8M | ||
| Q4 24 | — | $-79.5M | ||
| Q3 24 | — | $-68.6M | ||
| Q2 24 | — | $-79.0M |
| Q1 26 | -0.5% | — | ||
| Q4 25 | — | -48.6% | ||
| Q3 25 | — | -58.0% | ||
| Q2 25 | — | -66.5% | ||
| Q1 25 | — | -120.5% | ||
| Q4 24 | — | -48.3% | ||
| Q3 24 | — | -49.2% | ||
| Q2 24 | — | -53.7% |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.5% | ||
| Q3 25 | — | 0.8% | ||
| Q2 25 | — | 1.5% | ||
| Q1 25 | — | 1.0% | ||
| Q4 24 | — | 0.1% | ||
| Q3 24 | — | 1.2% | ||
| Q2 24 | — | 1.4% |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 49.55× | — | ||
| Q2 24 | 6.03× | — |
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
BAND
暂无分部数据
RARE
| Royalty | $105.6M | 51% |
| Products | $101.7M | 49% |
