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Beta Bionics, Inc.（BBNX）与REDWOOD TRUST INC（RWT）财务数据对比。点击上方公司名可切换其他公司
Beta Bionics, Inc.的季度营收约是REDWOOD TRUST INC的1.1倍（$27.6M vs $25.9M），REDWOOD TRUST INC净利率更高（77.2% vs -79.3%，领先156.5%），Beta Bionics, Inc.同比增速更快（56.6% vs -6.1%）
Beta Bionics是一家专注于糖尿病管理领域的医疗科技企业，核心产品为iLet仿生胰腺，这款可穿戴设备可自动调节胰岛素与胰高血糖素的输送，服务1型和2型糖尿病患者，目前主要面向美国医疗市场，正规划推进全球业务布局。
Redwood Trust Inc是总部位于美国的专业房地产投资信托公司，主营住宅与商业抵押贷款、抵押贷款支持证券及房地产信贷类资产的投资管理，核心业务覆盖住宅抵押贷款发放、商业地产信贷和投资服务，客户以机构投资者和房地产市场参与者为主。
BBNX vs RWT — 直观对比
营收规模更大
BBNX
是对方的1.1倍
$25.9M
营收增速更快
BBNX
高出62.7%
-6.1%
净利率更高
RWT
高出156.5%
-79.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $27.6M | $25.9M |
| 净利润 | $-21.9M | $20.0M |
| 毛利率 | 59.5% | — |
| 营业利润率 | -47.4% | — |
| 净利率 | -79.3% | 77.2% |
| 营收同比 | 56.6% | -6.1% |
| 净利润同比 | 23.6% | 402.6% |
| 每股收益（稀释后） | $-0.49 | $0.11 |
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BBNXRWT
| Q1 26 | $27.6M | — | ||
| Q4 25 | $32.1M | $25.9M | ||
| Q3 25 | $27.3M | $15.0M | ||
| Q2 25 | $23.2M | $13.8M | ||
| Q1 25 | $17.6M | $27.9M | ||
| Q4 24 | — | $27.6M | ||
| Q3 24 | — | $25.5M | ||
| Q2 24 | — | $67.4M |
净利润BBNXRWT
| Q1 26 | $-21.9M | — | ||
| Q4 25 | $-13.5M | $20.0M | ||
| Q3 25 | $-14.2M | $-7.7M | ||
| Q2 25 | $-16.9M | $-98.5M | ||
| Q1 25 | $-28.7M | $16.1M | ||
| Q4 24 | — | $-6.6M | ||
| Q3 24 | — | $14.8M | ||
| Q2 24 | — | $15.5M |
毛利率BBNXRWT
| Q1 26 | 59.5% | — | ||
| Q4 25 | 59.0% | — | ||
| Q3 25 | 55.5% | — | ||
| Q2 25 | 53.8% | — | ||
| Q1 25 | 50.9% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
营业利润率BBNXRWT
| Q1 26 | -47.4% | — | ||
| Q4 25 | -50.2% | — | ||
| Q3 25 | -62.5% | -9.0% | ||
| Q2 25 | -85.5% | -679.0% | ||
| Q1 25 | -105.7% | 80.2% | ||
| Q4 24 | — | -1.3% | ||
| Q3 24 | — | 86.1% | ||
| Q2 24 | — | 30.3% |
净利率BBNXRWT
| Q1 26 | -79.3% | — | ||
| Q4 25 | -41.9% | 77.2% | ||
| Q3 25 | -52.1% | -51.4% | ||
| Q2 25 | -72.6% | -712.0% | ||
| Q1 25 | -162.5% | 57.8% | ||
| Q4 24 | — | -24.0% | ||
| Q3 24 | — | 58.1% | ||
| Q2 24 | — | 23.0% |
每股收益（稀释后）BBNXRWT
| Q1 26 | $-0.49 | — | ||
| Q4 25 | $-0.16 | $0.11 | ||
| Q3 25 | $-0.33 | $-0.08 | ||
| Q2 25 | $-0.39 | $-0.76 | ||
| Q1 25 | $-0.93 | $0.10 | ||
| Q4 24 | — | $-0.08 | ||
| Q3 24 | — | $0.09 | ||
| Q2 24 | — | $0.10 |
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 | $199.5M | $255.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $271.2M | $982.6M |
| 总资产 | $304.4M | $23.7B |
| 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BBNXRWT
| Q1 26 | $199.5M | — | ||
| Q4 25 | $219.1M | $255.7M | ||
| Q3 25 | $228.7M | $226.3M | ||
| Q2 25 | $249.7M | $302.0M | ||
| Q1 25 | $231.5M | $259.9M | ||
| Q4 24 | — | $245.2M | ||
| Q3 24 | — | $253.7M | ||
| Q2 24 | — | $275.6M |
股东权益BBNXRWT
| Q1 26 | $271.2M | — | ||
| Q4 25 | $287.6M | $982.6M | ||
| Q3 25 | $294.8M | $999.0M | ||
| Q2 25 | $301.6M | $1.1B | ||
| Q1 25 | $313.8M | $1.2B | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | — | $1.2B |
总资产BBNXRWT
| Q1 26 | $304.4M | — | ||
| Q4 25 | $328.7M | $23.7B | ||
| Q3 25 | $330.0M | $22.6B | ||
| Q2 25 | $330.0M | $21.3B | ||
| Q1 25 | $338.0M | $19.9B | ||
| Q4 24 | — | $18.3B | ||
| Q3 24 | — | $18.4B | ||
| Q2 24 | — | $16.5B |
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 | — | $-10.1B |
| 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 | — | -504.15× |
| 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BBNXRWT
| Q1 26 | — | — | ||
| Q4 25 | $-8.6M | $-10.1B | ||
| Q3 25 | $-8.7M | $-2.7B | ||
| Q2 25 | $-13.6M | $-2.1B | ||
| Q1 25 | $-20.0M | $-2.0B | ||
| Q4 24 | — | $-5.9B | ||
| Q3 24 | — | $-2.1B | ||
| Q2 24 | — | $-2.0B |
自由现金流BBNXRWT
| Q1 26 | — | — | ||
| Q4 25 | $-10.5M | — | ||
| Q3 25 | $-10.0M | — | ||
| Q2 25 | $-15.4M | — | ||
| Q1 25 | $-20.3M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
自由现金流率BBNXRWT
| Q1 26 | — | — | ||
| Q4 25 | -32.8% | — | ||
| Q3 25 | -36.7% | — | ||
| Q2 25 | -66.2% | — | ||
| Q1 25 | -115.1% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
资本支出强度BBNXRWT
| Q1 26 | — | — | ||
| Q4 25 | 5.9% | — | ||
| Q3 25 | 4.7% | — | ||
| Q2 25 | 7.7% | — | ||
| Q1 25 | 1.9% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
现金转化率BBNXRWT
| Q1 26 | — | — | ||
| Q4 25 | — | -504.15× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | -120.92× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | -140.86× | ||
| Q2 24 | — | -126.56× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
