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Beam Therapeutics Inc.(BEAM)与Rapid7, Inc.(RPD)财务数据对比。点击上方公司名可切换其他公司
Rapid7, Inc.的季度营收约是Beam Therapeutics Inc.的1.8倍($209.7M vs $114.1M),Beam Therapeutics Inc.净利率更高(214.1% vs 0.5%,领先213.6%),Beam Therapeutics Inc.同比增速更快(279.5% vs -0.3%),Rapid7, Inc.自由现金流更多($125.0M vs $-87.0M)
Beam Therapeutics是一家美国生物技术企业,专注于基因治疗与基因组编辑领域的研发,总部位于马萨诸塞州剑桥市。公司依托CRISPR碱基编辑和先导编辑技术,可通过酶促作用修改DNA序列中的单个核苷酸,且不会造成DNA双链断裂,以此开发相关治疗方案。
Rapid7是全球领先的网络安全企业,提供漏洞管理、威胁检测与响应、云安全、安全分析等全系列安全解决方案,服务全球科技、医疗、金融、制造等行业的各类规模企业及公共部门客户,助力客户高效识别、应对和缓解网络安全风险。
BEAM vs RPD — 直观对比
营收规模更大
RPD
是对方的1.8倍
$114.1M
营收增速更快
BEAM
高出279.8%
-0.3%
净利率更高
BEAM
高出213.6%
0.5%
自由现金流更多
RPD
多$212.0M
$-87.0M
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $114.1M | $209.7M |
| 净利润 | $244.3M | $1.1M |
| 毛利率 | — | 69.1% |
| 营业利润率 | -15.3% | 30.6% |
| 净利率 | 214.1% | 0.5% |
| 营收同比 | 279.5% | -0.3% |
| 净利润同比 | 370.4% | -66.7% |
| 每股收益(稀释后) | $2.53 | $0.02 |
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
BEAM
RPD
| Q1 26 | — | $209.7M | ||
| Q4 25 | $114.1M | $217.4M | ||
| Q3 25 | — | $218.0M | ||
| Q2 25 | — | $214.2M | ||
| Q1 25 | — | $210.3M | ||
| Q4 24 | — | $216.3M | ||
| Q3 24 | — | $214.7M | ||
| Q2 24 | — | $208.0M |
净利润
BEAM
RPD
| Q1 26 | — | $1.1M | ||
| Q4 25 | $244.3M | $3.1M | ||
| Q3 25 | — | $9.8M | ||
| Q2 25 | — | $8.3M | ||
| Q1 25 | — | $2.1M | ||
| Q4 24 | — | $2.2M | ||
| Q3 24 | — | $15.4M | ||
| Q2 24 | — | $6.5M |
毛利率
BEAM
RPD
| Q1 26 | — | 69.1% | ||
| Q4 25 | — | 68.9% | ||
| Q3 25 | — | 70.2% | ||
| Q2 25 | — | 70.6% | ||
| Q1 25 | — | 71.7% | ||
| Q4 24 | — | 69.5% | ||
| Q3 24 | — | 70.6% | ||
| Q2 24 | — | 70.7% |
营业利润率
BEAM
RPD
| Q1 26 | — | 30.6% | ||
| Q4 25 | -15.3% | 1.0% | ||
| Q3 25 | — | 2.7% | ||
| Q2 25 | — | 1.6% | ||
| Q1 25 | — | -0.0% | ||
| Q4 24 | — | 3.4% | ||
| Q3 24 | — | 6.0% | ||
| Q2 24 | — | 2.5% |
净利率
BEAM
RPD
| Q1 26 | — | 0.5% | ||
| Q4 25 | 214.1% | 1.4% | ||
| Q3 25 | — | 4.5% | ||
| Q2 25 | — | 3.9% | ||
| Q1 25 | — | 1.0% | ||
| Q4 24 | — | 1.0% | ||
| Q3 24 | — | 7.2% | ||
| Q2 24 | — | 3.1% |
每股收益(稀释后)
BEAM
RPD
| Q1 26 | — | $0.02 | ||
| Q4 25 | $2.53 | $0.05 | ||
| Q3 25 | — | $0.15 | ||
| Q2 25 | — | $0.13 | ||
| Q1 25 | — | $0.03 | ||
| Q4 24 | — | $0.08 | ||
| Q3 24 | — | $0.21 | ||
| Q2 24 | — | $0.09 |
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 | $1.2B | $670.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.2B | $174.8M |
| 总资产 | $1.5B | $1.7B |
| 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
BEAM
RPD
| Q1 26 | — | $670.3M | ||
| Q4 25 | $1.2B | $474.7M | ||
| Q3 25 | — | $407.1M | ||
| Q2 25 | — | $511.7M | ||
| Q1 25 | — | $493.5M | ||
| Q4 24 | — | $521.7M | ||
| Q3 24 | — | $443.7M | ||
| Q2 24 | — | $442.6M |
股东权益
BEAM
RPD
| Q1 26 | — | $174.8M | ||
| Q4 25 | $1.2B | $154.7M | ||
| Q3 25 | — | $127.2M | ||
| Q2 25 | — | $90.4M | ||
| Q1 25 | — | $52.7M | ||
| Q4 24 | — | $17.7M | ||
| Q3 24 | — | $-5.1M | ||
| Q2 24 | — | $-52.6M |
总资产
BEAM
RPD
| Q1 26 | — | $1.7B | ||
| Q4 25 | $1.5B | $1.7B | ||
| Q3 25 | — | $1.7B | ||
| Q2 25 | — | $1.6B | ||
| Q1 25 | — | $1.6B | ||
| Q4 24 | — | $1.7B | ||
| Q3 24 | — | $1.6B | ||
| Q2 24 | — | $1.5B |
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 | $-83.3M | $39.8M |
| 自由现金流经营现金流 - 资本支出 | $-87.0M | $125.0M |
| 自由现金流率自由现金流/营收 | -76.3% | 59.6% |
| 资本支出强度资本支出/营收 | 3.3% | — |
| 现金转化率经营现金流/净利润 | -0.34× | 35.24× |
| 过去12个月自由现金流最近4个季度 | — | $242.8M |
8季度趋势,按日历期对齐
经营现金流
BEAM
RPD
| Q1 26 | — | $39.8M | ||
| Q4 25 | $-83.3M | $37.6M | ||
| Q3 25 | — | $39.0M | ||
| Q2 25 | — | $47.5M | ||
| Q1 25 | — | $29.8M | ||
| Q4 24 | — | $63.8M | ||
| Q3 24 | — | $44.0M | ||
| Q2 24 | — | $32.9M |
自由现金流
BEAM
RPD
| Q1 26 | — | $125.0M | ||
| Q4 25 | $-87.0M | $36.4M | ||
| Q3 25 | — | $34.8M | ||
| Q2 25 | — | $46.6M | ||
| Q1 25 | — | $28.4M | ||
| Q4 24 | — | $62.6M | ||
| Q3 24 | — | $42.6M | ||
| Q2 24 | — | $32.6M |
自由现金流率
BEAM
RPD
| Q1 26 | — | 59.6% | ||
| Q4 25 | -76.3% | 16.8% | ||
| Q3 25 | — | 16.0% | ||
| Q2 25 | — | 21.8% | ||
| Q1 25 | — | 13.5% | ||
| Q4 24 | — | 28.9% | ||
| Q3 24 | — | 19.9% | ||
| Q2 24 | — | 15.7% |
资本支出强度
BEAM
RPD
| Q1 26 | — | — | ||
| Q4 25 | 3.3% | 0.5% | ||
| Q3 25 | — | 1.9% | ||
| Q2 25 | — | 0.4% | ||
| Q1 25 | — | 0.6% | ||
| Q4 24 | — | 0.5% | ||
| Q3 24 | — | 0.6% | ||
| Q2 24 | — | 0.1% |
现金转化率
BEAM
RPD
| Q1 26 | — | 35.24× | ||
| Q4 25 | -0.34× | 12.01× | ||
| Q3 25 | — | 3.97× | ||
| Q2 25 | — | 5.70× | ||
| Q1 25 | — | 14.14× | ||
| Q4 24 | — | 29.36× | ||
| Q3 24 | — | 2.85× | ||
| Q2 24 | — | 5.03× |
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
BEAM
| Pfizer | $109.1M | 96% |
| Other | $5.0M | 4% |
RPD
| Product subscriptions | $204.0M | 97% |
| Other | $5.6M | 3% |