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BIODESIX INC（BDSX）与EXACT SCIENCES CORP（EXAS）财务数据对比。点击上方公司名可切换其他公司
EXACT SCIENCES CORP的季度营收约是BIODESIX INC的30.5倍（$878.4M vs $28.8M）。EXACT SCIENCES CORP净利率更高（-9.8% vs -13.8%，领先4.1%）。BIODESIX INC同比增速更快（40.8% vs 23.1%）。EXACT SCIENCES CORP自由现金流更多（$120.4M vs $692.0K）。过去两年BIODESIX INC的营收复合增速更高（39.3% vs 17.4%）
BIODESIX INC是一家专注于肿瘤与感染病领域的分子诊断企业，开发并商业化创新血液检测解决方案，主要服务北美地区的医疗机构、生物制药合作伙伴及患者，核心业务包括辅助临床决策的个性化医疗产品。
Exact Sciences是总部位于美国威斯康星州麦迪逊的分子诊断企业，专注于早期癌症检测领域。公司核心产品覆盖结直肠癌筛查与预防场景，其中Cologuard是全球首个获批的结直肠癌粪便DNA检测产品，同时还提供其他多种癌症的筛查服务及精准肿瘤检测解决方案。
BDSX vs EXAS — 直观对比
营收规模更大
EXAS
是对方的30.5倍
$28.8M
营收增速更快
BDSX
高出17.6%
23.1%
净利率更高
EXAS
高出4.1%
-13.8%
自由现金流更多
EXAS
多$119.8M
$692.0K
两年增速更快
BDSX
近两年复合增速
17.4%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $28.8M | $878.4M |
| 净利润 | $-4.0M | $-86.0M |
| 毛利率 | — | 70.1% |
| 营业利润率 | -6.8% | -9.4% |
| 净利率 | -13.8% | -9.8% |
| 营收同比 | 40.8% | 23.1% |
| 净利润同比 | 51.8% | 90.1% |
| 每股收益（稀释后） | $-3.35 | $-0.45 |
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BDSXEXAS
| Q4 25 | $28.8M | $878.4M | ||
| Q3 25 | $21.8M | $850.7M | ||
| Q2 25 | $20.0M | $811.1M | ||
| Q1 25 | $18.0M | $706.8M | ||
| Q4 24 | $20.4M | $713.4M | ||
| Q3 24 | $18.2M | $708.7M | ||
| Q2 24 | $17.9M | $699.3M | ||
| Q1 24 | $14.8M | $637.5M |
净利润BDSXEXAS
| Q4 25 | $-4.0M | $-86.0M | ||
| Q3 25 | $-8.7M | $-19.6M | ||
| Q2 25 | $-11.5M | $-1.2M | ||
| Q1 25 | $-11.1M | $-101.2M | ||
| Q4 24 | $-8.3M | $-864.6M | ||
| Q3 24 | $-10.3M | $-38.2M | ||
| Q2 24 | $-10.8M | $-15.8M | ||
| Q1 24 | $-13.6M | $-110.2M |
毛利率BDSXEXAS
| Q4 25 | — | 70.1% | ||
| Q3 25 | — | 68.6% | ||
| Q2 25 | — | 69.3% | ||
| Q1 25 | — | 70.8% | ||
| Q4 24 | — | 69.0% | ||
| Q3 24 | — | 69.4% | ||
| Q2 24 | — | 69.8% | ||
| Q1 24 | — | 70.0% |
营业利润率BDSXEXAS
| Q4 25 | -6.8% | -9.4% | ||
| Q3 25 | -32.4% | -3.0% | ||
| Q2 25 | -48.6% | -0.3% | ||
| Q1 25 | -50.9% | -13.6% | ||
| Q4 24 | -32.5% | -122.8% | ||
| Q3 24 | -47.3% | -5.6% | ||
| Q2 24 | -46.0% | -3.8% | ||
| Q1 24 | -74.4% | -16.7% |
净利率BDSXEXAS
| Q4 25 | -13.8% | -9.8% | ||
| Q3 25 | -40.0% | -2.3% | ||
| Q2 25 | -57.3% | -0.1% | ||
| Q1 25 | -61.8% | -14.3% | ||
| Q4 24 | -40.4% | -121.2% | ||
| Q3 24 | -56.5% | -5.4% | ||
| Q2 24 | -60.3% | -2.3% | ||
| Q1 24 | -91.9% | -17.3% |
每股收益（稀释后）BDSXEXAS
| Q4 25 | $-3.35 | $-0.45 | ||
| Q3 25 | $-1.16 | $-0.10 | ||
| Q2 25 | $-0.08 | $-0.01 | ||
| Q1 25 | $-0.08 | $-0.54 | ||
| Q4 24 | $-5.02 | $-4.69 | ||
| Q3 24 | $-1.40 | $-0.21 | ||
| Q2 24 | $-0.08 | $-0.09 | ||
| Q1 24 | $-0.14 | $-0.60 |
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 | $19.0M | $964.7M |
| 总债务越低越好 | $50.0M | — |
| 股东权益账面价值 | $-2.5M | $2.4B |
| 总资产 | $87.5M | $5.9B |
| 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BDSXEXAS
| Q4 25 | $19.0M | $964.7M | ||
| Q3 25 | $16.6M | $1.0B | ||
| Q2 25 | $20.7M | $858.4M | ||
| Q1 25 | $17.6M | $786.2M | ||
| Q4 24 | $26.2M | $1.0B | ||
| Q3 24 | $31.4M | $1.0B | ||
| Q2 24 | $42.2M | $946.8M | ||
| Q1 24 | $11.5M | $652.1M |
总债务BDSXEXAS
| Q4 25 | $50.0M | — | ||
| Q3 25 | $50.0M | — | ||
| Q2 25 | $50.0M | — | ||
| Q1 25 | $40.0M | — | ||
| Q4 24 | $40.0M | — | ||
| Q3 24 | $40.0M | — | ||
| Q2 24 | $40.1M | — | ||
| Q1 24 | $40.1M | — |
股东权益BDSXEXAS
| Q4 25 | $-2.5M | $2.4B | ||
| Q3 25 | $-1.7M | $2.5B | ||
| Q2 25 | $1.1M | $2.5B | ||
| Q1 25 | $11.1M | $2.4B | ||
| Q4 24 | $20.9M | $2.4B | ||
| Q3 24 | $27.9M | $3.2B | ||
| Q2 24 | $36.3M | $3.2B | ||
| Q1 24 | $-5.5M | $3.1B |
总资产BDSXEXAS
| Q4 25 | $87.5M | $5.9B | ||
| Q3 25 | $88.7M | $5.9B | ||
| Q2 25 | $87.7M | $5.8B | ||
| Q1 25 | $86.2M | $5.7B | ||
| Q4 24 | $97.2M | $5.9B | ||
| Q3 24 | $102.7M | $6.7B | ||
| Q2 24 | $115.8M | $6.7B | ||
| Q1 24 | $87.2M | $6.4B |
负债/权益比BDSXEXAS
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 43.95× | — | ||
| Q1 25 | 3.62× | — | ||
| Q4 24 | 1.92× | — | ||
| Q3 24 | 1.44× | — | ||
| Q2 24 | 1.10× | — | ||
| Q1 24 | — | — |
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 | $778.0K | $151.7M |
| 自由现金流经营现金流 - 资本支出 | $692.0K | $120.4M |
| 自由现金流率自由现金流/营收 | 2.4% | 13.7% |
| 资本支出强度资本支出/营收 | 0.3% | 3.6% |
| 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 | $-23.5M | $356.8M |
8季度趋势，按日历期对齐
经营现金流BDSXEXAS
| Q4 25 | $778.0K | $151.7M | ||
| Q3 25 | $-8.9M | $219.9M | ||
| Q2 25 | $-6.6M | $89.0M | ||
| Q1 25 | $-8.6M | $30.8M | ||
| Q4 24 | $-4.1M | $47.1M | ||
| Q3 24 | $-10.7M | $138.7M | ||
| Q2 24 | $-18.6M | $107.1M | ||
| Q1 24 | $-15.3M | $-82.3M |
自由现金流BDSXEXAS
| Q4 25 | $692.0K | $120.4M | ||
| Q3 25 | $-8.9M | $190.0M | ||
| Q2 25 | $-6.6M | $46.7M | ||
| Q1 25 | $-8.7M | $-365.0K | ||
| Q4 24 | $-4.9M | $10.7M | ||
| Q3 24 | $-10.9M | $112.6M | ||
| Q2 24 | $-20.5M | $71.2M | ||
| Q1 24 | $-15.5M | $-120.0M |
自由现金流率BDSXEXAS
| Q4 25 | 2.4% | 13.7% | ||
| Q3 25 | -41.0% | 22.3% | ||
| Q2 25 | -33.1% | 5.8% | ||
| Q1 25 | -48.3% | -0.1% | ||
| Q4 24 | -24.2% | 1.5% | ||
| Q3 24 | -60.1% | 15.9% | ||
| Q2 24 | -114.3% | 10.2% | ||
| Q1 24 | -104.9% | -18.8% |
资本支出强度BDSXEXAS
| Q4 25 | 0.3% | 3.6% | ||
| Q3 25 | 0.2% | 3.5% | ||
| Q2 25 | 0.3% | 5.2% | ||
| Q1 25 | 0.4% | 4.4% | ||
| Q4 24 | 4.1% | 5.1% | ||
| Q3 24 | 1.3% | 3.7% | ||
| Q2 24 | 10.7% | 5.1% | ||
| Q1 24 | 1.6% | 5.9% |
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
BDSX
| Diagnostic Tests | $25.1M | 87% |
| Development Services | $3.6M | 13% |
EXAS
| Screening | $695.1M | 79% |
| Precision Oncology | $183.2M | 21% |
