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BIODESIX INC（BDSX）与Guardant Health, Inc.（GH）财务数据对比。点击上方公司名可切换其他公司
Guardant Health, Inc.的季度营收约是BIODESIX INC的9.8倍（$281.3M vs $28.8M）。BIODESIX INC净利率更高（-13.8% vs -45.7%，领先31.8%）。BIODESIX INC同比增速更快（40.8% vs 39.4%）。BIODESIX INC自由现金流更多（$692.0K vs $-54.2M）。过去两年BIODESIX INC的营收复合增速更高（39.3% vs 29.2%）
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。
Guardant Health, Inc.是总部位于美国加利福尼亚州帕洛阿尔托的生物技术企业，由Helmy Eltoukhy与AmirAli Talasaz联合创立，目前二人共同出任公司首席执行官，统筹公司战略规划与日常运营管理工作。
BDSX vs GH — 直观对比
营收规模更大
GH
是对方的9.8倍
$28.8M
营收增速更快
BDSX
高出1.4%
39.4%
净利率更高
BDSX
高出31.8%
-45.7%
自由现金流更多
BDSX
多$54.9M
$-54.2M
两年增速更快
BDSX
近两年复合增速
29.2%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $28.8M | $281.3M |
| 净利润 | $-4.0M | $-128.5M |
| 毛利率 | — | 64.6% |
| 营业利润率 | -6.8% | -43.0% |
| 净利率 | -13.8% | -45.7% |
| 营收同比 | 40.8% | 39.4% |
| 净利润同比 | 51.8% | -15.8% |
| 每股收益（稀释后） | $-3.35 | $-1.01 |
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BDSXGH
| Q4 25 | $28.8M | $281.3M | ||
| Q3 25 | $21.8M | $265.2M | ||
| Q2 25 | $20.0M | $232.1M | ||
| Q1 25 | $18.0M | $203.5M | ||
| Q4 24 | $20.4M | $201.8M | ||
| Q3 24 | $18.2M | $191.5M | ||
| Q2 24 | $17.9M | $177.2M | ||
| Q1 24 | $14.8M | $168.5M |
净利润BDSXGH
| Q4 25 | $-4.0M | $-128.5M | ||
| Q3 25 | $-8.7M | $-92.7M | ||
| Q2 25 | $-11.5M | $-99.9M | ||
| Q1 25 | $-11.1M | $-95.2M | ||
| Q4 24 | $-8.3M | $-111.0M | ||
| Q3 24 | $-10.3M | $-107.8M | ||
| Q2 24 | $-10.8M | $-102.6M | ||
| Q1 24 | $-13.6M | $-115.0M |
毛利率BDSXGH
| Q4 25 | — | 64.6% | ||
| Q3 25 | — | 64.7% | ||
| Q2 25 | — | 65.0% | ||
| Q1 25 | — | 63.3% | ||
| Q4 24 | — | 61.6% | ||
| Q3 24 | — | 61.1% | ||
| Q2 24 | — | 59.1% | ||
| Q1 24 | — | 61.2% |
营业利润率BDSXGH
| Q4 25 | -6.8% | -43.0% | ||
| Q3 25 | -32.4% | -37.3% | ||
| Q2 25 | -48.6% | -45.9% | ||
| Q1 25 | -50.9% | -54.6% | ||
| Q4 24 | -32.5% | -62.4% | ||
| Q3 24 | -47.3% | -61.3% | ||
| Q2 24 | -46.0% | -56.8% | ||
| Q1 24 | -74.4% | -59.2% |
净利率BDSXGH
| Q4 25 | -13.8% | -45.7% | ||
| Q3 25 | -40.0% | -35.0% | ||
| Q2 25 | -57.3% | -43.0% | ||
| Q1 25 | -61.8% | -46.8% | ||
| Q4 24 | -40.4% | -55.0% | ||
| Q3 24 | -56.5% | -56.3% | ||
| Q2 24 | -60.3% | -57.9% | ||
| Q1 24 | -91.9% | -68.2% |
每股收益（稀释后）BDSXGH
| Q4 25 | $-3.35 | $-1.01 | ||
| Q3 25 | $-1.16 | $-0.74 | ||
| Q2 25 | $-0.08 | $-0.80 | ||
| Q1 25 | $-0.08 | $-0.77 | ||
| Q4 24 | $-5.02 | $-0.90 | ||
| Q3 24 | $-1.40 | $-0.88 | ||
| Q2 24 | $-0.08 | $-0.84 | ||
| Q1 24 | $-0.14 | $-0.94 |
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 | $378.2M |
| 总债务越低越好 | $50.0M | $1.5B |
| 股东权益账面价值 | $-2.5M | $-99.3M |
| 总资产 | $87.5M | $2.0B |
| 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BDSXGH
| Q4 25 | $19.0M | $378.2M | ||
| Q3 25 | $16.6M | $580.0M | ||
| Q2 25 | $20.7M | $629.1M | ||
| Q1 25 | $17.6M | $698.6M | ||
| Q4 24 | $26.2M | $525.5M | ||
| Q3 24 | $31.4M | $585.0M | ||
| Q2 24 | $42.2M | $933.7M | ||
| Q1 24 | $11.5M | $1.0B |
总债务BDSXGH
| Q4 25 | $50.0M | $1.5B | ||
| Q3 25 | $50.0M | $1.1B | ||
| Q2 25 | $50.0M | $1.1B | ||
| Q1 25 | $40.0M | $1.1B | ||
| Q4 24 | $40.0M | $1.1B | ||
| Q3 24 | $40.0M | — | ||
| Q2 24 | $40.1M | — | ||
| Q1 24 | $40.1M | — |
股东权益BDSXGH
| Q4 25 | $-2.5M | $-99.3M | ||
| Q3 25 | $-1.7M | $-354.5M | ||
| Q2 25 | $1.1M | $-305.5M | ||
| Q1 25 | $11.1M | $-250.8M | ||
| Q4 24 | $20.9M | $-139.6M | ||
| Q3 24 | $27.9M | $-60.1M | ||
| Q2 24 | $36.3M | $-1.6M | ||
| Q1 24 | $-5.5M | $68.3M |
总资产BDSXGH
| Q4 25 | $87.5M | $2.0B | ||
| Q3 25 | $88.7M | $1.3B | ||
| Q2 25 | $87.7M | $1.3B | ||
| Q1 25 | $86.2M | $1.3B | ||
| Q4 24 | $97.2M | $1.5B | ||
| Q3 24 | $102.7M | $1.5B | ||
| Q2 24 | $115.8M | $1.6B | ||
| Q1 24 | $87.2M | $1.7B |
负债/权益比BDSXGH
| 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 | $-26.4M |
| 自由现金流经营现金流 - 资本支出 | $692.0K | $-54.2M |
| 自由现金流率自由现金流/营收 | 2.4% | -19.3% |
| 资本支出强度资本支出/营收 | 0.3% | 9.9% |
| 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 | $-233.1M |
8季度趋势，按日历期对齐
经营现金流BDSXGH
| Q4 25 | $778.0K | $-26.4M | ||
| Q3 25 | $-8.9M | $-35.4M | ||
| Q2 25 | $-6.6M | $-60.3M | ||
| Q1 25 | $-8.6M | $-62.7M | ||
| Q4 24 | $-4.1M | $-64.5M | ||
| Q3 24 | $-10.7M | $-51.1M | ||
| Q2 24 | $-18.6M | $-94.0M | ||
| Q1 24 | $-15.3M | $-30.3M |
自由现金流BDSXGH
| Q4 25 | $692.0K | $-54.2M | ||
| Q3 25 | $-8.9M | $-45.8M | ||
| Q2 25 | $-6.6M | $-65.9M | ||
| Q1 25 | $-8.7M | $-67.1M | ||
| Q4 24 | $-4.9M | $-83.4M | ||
| Q3 24 | $-10.9M | $-55.3M | ||
| Q2 24 | $-20.5M | $-99.1M | ||
| Q1 24 | $-15.5M | $-37.2M |
自由现金流率BDSXGH
| Q4 25 | 2.4% | -19.3% | ||
| Q3 25 | -41.0% | -17.3% | ||
| Q2 25 | -33.1% | -28.4% | ||
| Q1 25 | -48.3% | -33.0% | ||
| Q4 24 | -24.2% | -41.3% | ||
| Q3 24 | -60.1% | -28.9% | ||
| Q2 24 | -114.3% | -55.9% | ||
| Q1 24 | -104.9% | -22.1% |
资本支出强度BDSXGH
| Q4 25 | 0.3% | 9.9% | ||
| Q3 25 | 0.2% | 3.9% | ||
| Q2 25 | 0.3% | 2.4% | ||
| Q1 25 | 0.4% | 2.2% | ||
| Q4 24 | 4.1% | 9.4% | ||
| Q3 24 | 1.3% | 2.2% | ||
| Q2 24 | 10.7% | 2.9% | ||
| Q1 24 | 1.6% | 4.1% |
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% |
GH
| Oncology | $189.9M | 68% |
| Biopharma Data | $54.0M | 19% |
| Screening | $35.1M | 12% |
| Licensing Other | $2.2M | 1% |
