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Beacon Financial Corp（BBT）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
Beacon Financial Corp的季度营收约是Ultragenyx Pharmaceutical Inc.的1.0倍（$216.7M vs $207.3M），Beacon Financial Corp净利率更高（24.6% vs -62.0%，领先86.6%），过去两年Beacon Financial Corp的营收复合增速更高（41.2% vs 38.0%）
倍肯屋面供应公司是北美知名的建筑材料供应商，主营住宅及非住宅类屋面产品及相关建材。截至2023年12月31日，公司在美国全部50个州和加拿大6个省共设有533个网点，员工超8000人，除屋面材料外，各地分部还销售门窗、壁板、防水材料等各类户外建筑产品。
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。
BBT vs RARE — 直观对比
营收规模更大
BBT
是对方的1.0倍
$207.3M
净利率更高
BBT
高出86.6%
-62.0%
两年增速更快
BBT
近两年复合增速
38.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $216.7M | $207.3M |
| 净利润 | $53.4M | $-128.6M |
| 毛利率 | — | — |
| 营业利润率 | — | -54.7% |
| 净利率 | 24.6% | -62.0% |
| 营收同比 | — | 25.9% |
| 净利润同比 | 179.4% | 3.5% |
| 每股收益（稀释后） | $0.55 | $-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
营收BBTRARE
| Q1 26 | $216.7M | — | ||
| Q4 25 | $225.7M | $207.3M | ||
| Q3 25 | $141.2M | $159.9M | ||
| Q2 25 | $113.7M | $166.5M | ||
| Q1 25 | $110.4M | $139.3M | ||
| Q4 24 | $110.2M | $164.6M | ||
| Q3 24 | $125.6M | $139.5M | ||
| Q2 24 | $108.7M | $147.0M |
净利润BBTRARE
| Q1 26 | $53.4M | — | ||
| Q4 25 | $53.4M | $-128.6M | ||
| Q3 25 | $-4.2M | $-180.4M | ||
| Q2 25 | $22.0M | $-115.0M | ||
| Q1 25 | $19.1M | $-151.1M | ||
| Q4 24 | $17.5M | $-133.2M | ||
| Q3 24 | $20.1M | $-133.5M | ||
| Q2 24 | $16.4M | $-131.6M |
营业利润率BBTRARE
| Q1 26 | — | — | ||
| Q4 25 | — | -54.7% | ||
| Q3 25 | -5.9% | -106.9% | ||
| Q2 25 | 26.0% | -64.8% | ||
| Q1 25 | 23.1% | -102.6% | ||
| Q4 24 | 21.6% | -74.3% | ||
| Q3 24 | 21.3% | -94.6% | ||
| Q2 24 | 19.9% | -79.1% |
净利率BBTRARE
| Q1 26 | 24.6% | — | ||
| Q4 25 | 23.6% | -62.0% | ||
| Q3 25 | -3.0% | -112.8% | ||
| Q2 25 | 19.4% | -69.0% | ||
| Q1 25 | 17.3% | -108.5% | ||
| Q4 24 | 15.9% | -80.9% | ||
| Q3 24 | 16.0% | -95.7% | ||
| Q2 24 | 15.1% | -89.5% |
每股收益（稀释后）BBTRARE
| Q1 26 | $0.55 | — | ||
| Q4 25 | $0.64 | $-1.28 | ||
| Q3 25 | $-0.05 | $-1.81 | ||
| Q2 25 | $0.25 | $-1.17 | ||
| Q1 25 | $0.21 | $-1.57 | ||
| Q4 24 | $0.20 | $-1.34 | ||
| Q3 24 | $0.23 | $-1.40 | ||
| Q2 24 | $0.18 | $-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 | $927.3M | $421.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.5B | $-80.0M |
| 总资产 | $22.2B | $1.5B |
| 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BBTRARE
| Q1 26 | $927.3M | — | ||
| Q4 25 | $1.8B | $421.0M | ||
| Q3 25 | $1.2B | $202.5M | ||
| Q2 25 | — | $176.3M | ||
| Q1 25 | — | $127.1M | ||
| Q4 24 | $543.7M | $174.0M | ||
| Q3 24 | — | $150.6M | ||
| Q2 24 | — | $480.7M |
总债务BBTRARE
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $225.6M | — | ||
| Q1 25 | $284.6M | — | ||
| Q4 24 | $1.5B | — | ||
| Q3 24 | $353.6M | — | ||
| Q2 24 | $278.6M | — |
股东权益BBTRARE
| Q1 26 | $2.5B | — | ||
| Q4 25 | $2.5B | $-80.0M | ||
| Q3 25 | $2.4B | $9.2M | ||
| Q2 25 | $1.3B | $151.3M | ||
| Q1 25 | $1.2B | $144.2M | ||
| Q4 24 | $1.2B | $255.0M | ||
| Q3 24 | $1.2B | $346.8M | ||
| Q2 24 | $1.2B | $432.4M |
总资产BBTRARE
| Q1 26 | $22.2B | — | ||
| Q4 25 | $23.2B | $1.5B | ||
| Q3 25 | $22.8B | $1.2B | ||
| Q2 25 | $12.0B | $1.3B | ||
| Q1 25 | $12.0B | $1.3B | ||
| Q4 24 | $11.9B | $1.5B | ||
| Q3 24 | $11.6B | $1.5B | ||
| Q2 24 | $12.2B | $1.6B |
负债/权益比BBTRARE
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 0.45× | — | ||
| Q2 25 | 0.18× | — | ||
| Q1 25 | 0.24× | — | ||
| Q4 24 | 1.24× | — | ||
| Q3 24 | 0.29× | — | ||
| Q2 24 | 0.23× | — |
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 | — | $-100.8M |
| 自由现金流率自由现金流/营收 | — | -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
经营现金流BBTRARE
| Q1 26 | — | — | ||
| Q4 25 | — | $-99.8M | ||
| Q3 25 | $-4.8M | $-91.4M | ||
| Q2 25 | $38.5M | $-108.3M | ||
| Q1 25 | $23.3M | $-166.5M | ||
| Q4 24 | $105.0M | $-79.3M | ||
| Q3 24 | $19.9M | $-67.0M | ||
| Q2 24 | $34.8M | $-77.0M |
自由现金流BBTRARE
| Q1 26 | — | — | ||
| Q4 25 | — | $-100.8M | ||
| Q3 25 | $-5.9M | $-92.7M | ||
| Q2 25 | $36.3M | $-110.7M | ||
| Q1 25 | $19.9M | $-167.8M | ||
| Q4 24 | $100.0M | $-79.5M | ||
| Q3 24 | $17.2M | $-68.6M | ||
| Q2 24 | $34.4M | $-79.0M |
自由现金流率BBTRARE
| Q1 26 | — | — | ||
| Q4 25 | — | -48.6% | ||
| Q3 25 | -4.2% | -58.0% | ||
| Q2 25 | 31.9% | -66.5% | ||
| Q1 25 | 18.0% | -120.5% | ||
| Q4 24 | 90.7% | -48.3% | ||
| Q3 24 | 13.7% | -49.2% | ||
| Q2 24 | 31.7% | -53.7% |
资本支出强度BBTRARE
| Q1 26 | — | — | ||
| Q4 25 | — | 0.5% | ||
| Q3 25 | 0.8% | 0.8% | ||
| Q2 25 | 1.9% | 1.5% | ||
| Q1 25 | 3.1% | 1.0% | ||
| Q4 24 | 4.5% | 0.1% | ||
| Q3 24 | 2.1% | 1.2% | ||
| Q2 24 | 0.3% | 1.4% |
现金转化率BBTRARE
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 1.75× | — | ||
| Q1 25 | 1.22× | — | ||
| Q4 24 | 5.99× | — | ||
| Q3 24 | 0.99× | — | ||
| Q2 24 | 2.12× | — |
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
BBT
| Net Interest Income | $190.8M | 88% |
| Noninterest Income | $25.9M | 12% |
RARE
| Royalty | $105.6M | 51% |
| Products | $101.7M | 49% |
