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BigBear.ai Holdings, Inc.（BBAI）与STANDARD BIOTOOLS INC.（LAB）财务数据对比。点击上方公司名可切换其他公司
BigBear.ai Holdings, Inc.的季度营收约是STANDARD BIOTOOLS INC.的1.4倍（$27.3M vs $19.6M），STANDARD BIOTOOLS INC.同比增速更快（-11.5% vs -37.7%），BigBear.ai Holdings, Inc.自由现金流更多（$-22.1M vs $-23.1M），过去两年BigBear.ai Holdings, Inc.的营收复合增速更高（-9.2% vs -12.2%）
BigBear.ai Holdings, Inc.是一家专注于人工智能决策支持与分析解决方案的服务商，核心产品包括预测分析、供应链优化、运营智能平台，服务国防、情报机构及商业企业客户，主要市场覆盖北美，助力客户提升运营效率、降低运营风险。
Standard BioTools（原Fluidigm公司）是一家美国生命科学工具企业，主营流式细胞术与组织成像分析用质谱流式系统，以及配套的检测试剂盒与试剂，同时供应自动化基因组分析仪器、各类微流控芯片（又称集成流体电路）及配套试剂耗材，全系列产品及应用场景均可提供定制检测方案与相关服务。
BBAI vs LAB — 直观对比
营收规模更大
BBAI
是对方的1.4倍
$19.6M
营收增速更快
LAB
高出26.2%
-37.7%
自由现金流更多
BBAI
多$1.0M
$-23.1M
两年增速更快
BBAI
近两年复合增速
-12.2%
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $27.3M | $19.6M |
| 净利润 | — | $-34.7M |
| 毛利率 | 20.3% | 48.5% |
| 营业利润率 | -295.0% | -168.5% |
| 净利率 | — | -177.4% |
| 营收同比 | -37.7% | -11.5% |
| 净利润同比 | — | -28.8% |
| 每股收益（稀释后） | $0.17 | $-0.09 |
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BBAILAB
| Q4 25 | $27.3M | — | ||
| Q3 25 | $33.1M | $19.6M | ||
| Q2 25 | $32.5M | $21.8M | ||
| Q1 25 | $34.8M | $40.8M | ||
| Q4 24 | $43.8M | — | ||
| Q3 24 | $41.5M | $22.1M | ||
| Q2 24 | $39.8M | $22.5M | ||
| Q1 24 | $33.1M | $45.5M |
净利润BBAILAB
| Q4 25 | — | — | ||
| Q3 25 | $2.5M | $-34.7M | ||
| Q2 25 | $-228.6M | $-33.5M | ||
| Q1 25 | $-62.0M | $-26.0M | ||
| Q4 24 | — | — | ||
| Q3 24 | $-15.1M | $-26.9M | ||
| Q2 24 | $-14.4M | $-45.7M | ||
| Q1 24 | $-127.8M | $-32.2M |
毛利率BBAILAB
| Q4 25 | 20.3% | — | ||
| Q3 25 | 22.4% | 48.5% | ||
| Q2 25 | 25.0% | 48.8% | ||
| Q1 25 | 21.3% | 48.4% | ||
| Q4 24 | 37.4% | — | ||
| Q3 24 | 25.9% | 54.9% | ||
| Q2 24 | 27.8% | 46.1% | ||
| Q1 24 | 21.1% | 53.1% |
营业利润率BBAILAB
| Q4 25 | -295.0% | — | ||
| Q3 25 | -66.0% | -168.5% | ||
| Q2 25 | -278.1% | -118.1% | ||
| Q1 25 | -61.0% | -80.8% | ||
| Q4 24 | -18.6% | — | ||
| Q3 24 | -25.4% | -120.9% | ||
| Q2 24 | -41.9% | -134.5% | ||
| Q1 24 | -296.1% | -132.2% |
净利率BBAILAB
| Q4 25 | — | — | ||
| Q3 25 | 7.6% | -177.4% | ||
| Q2 25 | -704.0% | -153.7% | ||
| Q1 25 | -178.3% | -63.8% | ||
| Q4 24 | — | — | ||
| Q3 24 | -36.5% | -122.0% | ||
| Q2 24 | -36.3% | -203.3% | ||
| Q1 24 | -385.8% | -70.6% |
每股收益（稀释后）BBAILAB
| Q4 25 | $0.17 | — | ||
| Q3 25 | $-0.03 | $-0.09 | ||
| Q2 25 | $-0.71 | $-0.09 | ||
| Q1 25 | $-0.25 | $-0.07 | ||
| Q4 24 | $-0.47 | — | ||
| Q3 24 | $-0.06 | $-0.07 | ||
| Q2 24 | $-0.06 | $-0.12 | ||
| Q1 24 | $-0.68 | $-0.27 |
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 | $87.1M | $129.4M |
| 总债务越低越好 | $107.0M | — |
| 股东权益账面价值 | $611.9M | $399.7M |
| 总资产 | $894.5M | $539.6M |
| 负债/权益比越低杠杆越低 | 0.17× | — |
8季度趋势，按日历期对齐
现金及短期投资BBAILAB
| Q4 25 | $87.1M | — | ||
| Q3 25 | $456.6M | $129.4M | ||
| Q2 25 | $390.8M | $158.6M | ||
| Q1 25 | $107.6M | $150.9M | ||
| Q4 24 | $50.1M | — | ||
| Q3 24 | $65.6M | $210.6M | ||
| Q2 24 | $72.3M | $269.8M | ||
| Q1 24 | $81.4M | $287.1M |
总债务BBAILAB
| Q4 25 | $107.0M | — | ||
| Q3 25 | $104.9M | — | ||
| Q2 25 | $103.0M | — | ||
| Q1 25 | $101.4M | — | ||
| Q4 24 | $136.2M | — | ||
| Q3 24 | $195.7M | $55.2M | ||
| Q2 24 | $195.7M | $55.1M | ||
| Q1 24 | $195.6M | $55.0M |
股东权益BBAILAB
| Q4 25 | $611.9M | — | ||
| Q3 25 | $610.0M | $399.7M | ||
| Q2 25 | $266.6M | $424.5M | ||
| Q1 25 | $197.8M | $454.6M | ||
| Q4 24 | $-3.7M | — | ||
| Q3 24 | $127.5M | $489.3M | ||
| Q2 24 | $134.7M | $510.3M | ||
| Q1 24 | $143.2M | $577.3M |
总资产BBAILAB
| Q4 25 | $894.5M | — | ||
| Q3 25 | $919.8M | $539.6M | ||
| Q2 25 | $599.4M | $557.0M | ||
| Q1 25 | $396.3M | $579.6M | ||
| Q4 24 | $343.8M | — | ||
| Q3 24 | $354.1M | $681.5M | ||
| Q2 24 | $360.9M | $708.7M | ||
| Q1 24 | $377.6M | $777.7M |
负债/权益比BBAILAB
| Q4 25 | 0.17× | — | ||
| Q3 25 | 0.17× | — | ||
| Q2 25 | 0.39× | — | ||
| Q1 25 | 0.51× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.54× | 0.11× | ||
| Q2 24 | 1.45× | 0.11× | ||
| Q1 24 | 1.37× | 0.10× |
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 | $-21.8M | $-22.2M |
| 自由现金流经营现金流 - 资本支出 | $-22.1M | $-23.1M |
| 自由现金流率自由现金流/营收 | -80.9% | -118.1% |
| 资本支出强度资本支出/营收 | 0.9% | 4.5% |
| 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 | $-42.5M | $-111.1M |
8季度趋势，按日历期对齐
经营现金流BBAILAB
| Q4 25 | $-21.8M | — | ||
| Q3 25 | $-9.6M | $-22.2M | ||
| Q2 25 | $-3.9M | $-20.7M | ||
| Q1 25 | $-6.7M | $-30.3M | ||
| Q4 24 | $-14.8M | — | ||
| Q3 24 | $-1.9M | $-27.9M | ||
| Q2 24 | $-7.1M | $-39.0M | ||
| Q1 24 | $-14.4M | $-62.5M |
自由现金流BBAILAB
| Q4 25 | $-22.1M | — | ||
| Q3 25 | $-9.8M | $-23.1M | ||
| Q2 25 | $-3.9M | $-22.6M | ||
| Q1 25 | $-6.7M | $-35.3M | ||
| Q4 24 | $-15.0M | — | ||
| Q3 24 | $-2.0M | $-30.1M | ||
| Q2 24 | $-7.2M | $-41.0M | ||
| Q1 24 | $-14.4M | $-63.3M |
自由现金流率BBAILAB
| Q4 25 | -80.9% | — | ||
| Q3 25 | -29.5% | -118.1% | ||
| Q2 25 | -11.9% | -103.6% | ||
| Q1 25 | -19.4% | -86.6% | ||
| Q4 24 | -34.2% | — | ||
| Q3 24 | -4.9% | -136.4% | ||
| Q2 24 | -18.1% | -182.2% | ||
| Q1 24 | -43.5% | -138.9% |
资本支出强度BBAILAB
| Q4 25 | 0.9% | — | ||
| Q3 25 | 0.6% | 4.5% | ||
| Q2 25 | 0.0% | 8.7% | ||
| Q1 25 | 0.2% | 12.4% | ||
| Q4 24 | 0.4% | — | ||
| Q3 24 | 0.3% | 10.2% | ||
| Q2 24 | 0.3% | 8.6% | ||
| Q1 24 | 0.1% | 1.7% |
现金转化率BBAILAB
| Q4 25 | — | — | ||
| Q3 25 | -3.80× | — | ||
| 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
BBAI
暂无分部数据
LAB
| Consumables | $8.7M | 45% |
| Services And Other Revenue | $5.8M | 29% |
| Instruments | $5.1M | 26% |
