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Butterfly Network, Inc.(BFLY)与Intellia Therapeutics, Inc.(NTLA)财务数据对比。点击上方公司名可切换其他公司
Butterfly Network, Inc.的季度营收约是Intellia Therapeutics, Inc.的1.4倍($31.5M vs $23.0M),Butterfly Network, Inc.净利率更高(-48.5% vs -416.2%,领先367.6%),Intellia Therapeutics, Inc.同比增速更快(78.8% vs 41.0%),Butterfly Network, Inc.自由现金流更多($7.9M vs $-69.4M),过去两年Butterfly Network, Inc.的营收复合增速更高(33.6% vs -10.8%)
Butterfly Network是一家数字医疗企业,主营基于半导体技术的高性价比便携式全身超声设备,产品服务于临床医护人员、医疗机构及居家护理用户,致力于提升全球医疗资源匮乏地区的医学影像可及性。
Intellia Therapeutics是美国临床阶段生物技术企业,专注于依托CRISPR技术开发具有潜在治愈效果的创新疗法。公司体内项目采用静脉注射CRISPR疗法,通过专属递送技术可在特定靶组织内精准编辑致病基因;体外项目则利用CRISPR改造细胞制备治疗产品,主攻未被满足的医疗需求。
BFLY vs NTLA — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $31.5M | $23.0M |
| 净利润 | $-15.3M | $-95.8M |
| 毛利率 | 67.3% | — |
| 营业利润率 | -53.0% | -428.9% |
| 净利率 | -48.5% | -416.2% |
| 营收同比 | 41.0% | 78.8% |
| 净利润同比 | 15.5% | 25.7% |
| 每股收益(稀释后) | $-0.06 | $-0.81 |
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
| Q4 25 | $31.5M | $23.0M | ||
| Q3 25 | $21.5M | $13.8M | ||
| Q2 25 | $23.4M | $14.2M | ||
| Q1 25 | $21.2M | $16.6M | ||
| Q4 24 | $22.4M | $12.9M | ||
| Q3 24 | $20.6M | $9.1M | ||
| Q2 24 | $21.5M | $7.0M | ||
| Q1 24 | $17.7M | $28.9M |
| Q4 25 | $-15.3M | $-95.8M | ||
| Q3 25 | $-34.0M | $-101.3M | ||
| Q2 25 | $-13.8M | $-101.3M | ||
| Q1 25 | $-14.0M | $-114.3M | ||
| Q4 24 | $-18.1M | $-128.9M | ||
| Q3 24 | $-16.9M | $-135.7M | ||
| Q2 24 | $-15.7M | $-147.0M | ||
| Q1 24 | $-21.8M | $-107.4M |
| Q4 25 | 67.3% | — | ||
| Q3 25 | -17.5% | — | ||
| Q2 25 | 63.7% | — | ||
| Q1 25 | 63.0% | — | ||
| Q4 24 | 61.5% | — | ||
| Q3 24 | 59.5% | — | ||
| Q2 24 | 58.6% | — | ||
| Q1 24 | 58.2% | — |
| Q4 25 | -53.0% | -428.9% | ||
| Q3 25 | -163.5% | -808.9% | ||
| Q2 25 | -68.9% | -772.2% | ||
| Q1 25 | -87.0% | -726.6% | ||
| Q4 24 | -77.5% | -1059.9% | ||
| Q3 24 | -83.9% | -1589.0% | ||
| Q2 24 | -80.2% | -1998.6% | ||
| Q1 24 | -128.1% | -394.0% |
| Q4 25 | -48.5% | -416.2% | ||
| Q3 25 | -158.1% | -735.2% | ||
| Q2 25 | -59.2% | -710.8% | ||
| Q1 25 | -65.8% | -687.6% | ||
| Q4 24 | -81.0% | -1001.2% | ||
| Q3 24 | -82.3% | -1489.5% | ||
| Q2 24 | -73.1% | -2112.6% | ||
| Q1 24 | -123.2% | -371.3% |
| Q4 25 | $-0.06 | $-0.81 | ||
| Q3 25 | $-0.13 | $-0.92 | ||
| Q2 25 | $-0.06 | $-0.98 | ||
| Q1 25 | $-0.06 | $-1.10 | ||
| Q4 24 | $-0.09 | $-1.27 | ||
| Q3 24 | $-0.08 | $-1.34 | ||
| Q2 24 | $-0.07 | $-1.52 | ||
| Q1 24 | $-0.10 | $-1.12 |
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 | $150.5M | $449.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $196.0M | $671.4M |
| 总资产 | $296.5M | $842.1M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势,按日历期对齐
| Q4 25 | $150.5M | $449.9M | ||
| Q3 25 | $144.2M | $511.0M | ||
| Q2 25 | $148.1M | $459.7M | ||
| Q1 25 | $155.2M | $503.7M | ||
| Q4 24 | $88.8M | $601.5M | ||
| Q3 24 | $93.8M | $658.1M | ||
| Q2 24 | $102.1M | $691.1M | ||
| Q1 24 | $112.7M | $791.3M |
| Q4 25 | $196.0M | $671.4M | ||
| Q3 25 | $203.8M | $748.4M | ||
| Q2 25 | $232.8M | $715.3M | ||
| Q1 25 | $239.7M | $779.9M | ||
| Q4 24 | $168.8M | $872.0M | ||
| Q3 24 | $181.8M | $962.6M | ||
| Q2 24 | $194.3M | $971.1M | ||
| Q1 24 | $204.0M | $1.0B |
| Q4 25 | $296.5M | $842.1M | ||
| Q3 25 | $290.0M | $925.3M | ||
| Q2 25 | $313.3M | $898.9M | ||
| Q1 25 | $318.4M | $986.2M | ||
| Q4 24 | $256.1M | $1.2B | ||
| Q3 24 | $265.3M | $1.2B | ||
| Q2 24 | $273.1M | $1.2B | ||
| Q1 24 | $284.3M | $1.3B |
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 | $9.0M | $-69.3M |
| 自由现金流经营现金流 - 资本支出 | $7.9M | $-69.4M |
| 自由现金流率自由现金流/营收 | 25.2% | -301.6% |
| 资本支出强度资本支出/营收 | 3.4% | 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 | $-16.0M | $-395.9M |
8季度趋势,按日历期对齐
| Q4 25 | $9.0M | $-69.3M | ||
| Q3 25 | $-2.9M | $-76.9M | ||
| Q2 25 | $-7.2M | $-99.6M | ||
| Q1 25 | $-11.7M | $-148.9M | ||
| Q4 24 | $-3.1M | $-85.2M | ||
| Q3 24 | $-7.9M | $-84.8M | ||
| Q2 24 | $-10.0M | $-58.2M | ||
| Q1 24 | $-20.7M | $-120.7M |
| Q4 25 | $7.9M | $-69.4M | ||
| Q3 25 | $-3.9M | $-76.9M | ||
| Q2 25 | $-8.1M | $-99.9M | ||
| Q1 25 | $-12.0M | $-149.7M | ||
| Q4 24 | $-3.5M | $-86.2M | ||
| Q3 24 | $-8.3M | $-86.1M | ||
| Q2 24 | $-10.7M | $-59.2M | ||
| Q1 24 | $-21.8M | $-123.2M |
| Q4 25 | 25.2% | -301.6% | ||
| Q3 25 | -18.2% | -558.2% | ||
| Q2 25 | -34.5% | -701.0% | ||
| Q1 25 | -56.7% | -900.1% | ||
| Q4 24 | -15.8% | -669.4% | ||
| Q3 24 | -40.5% | -945.2% | ||
| Q2 24 | -50.0% | -850.9% | ||
| Q1 24 | -123.5% | -425.7% |
| Q4 25 | 3.4% | 0.5% | ||
| Q3 25 | 4.7% | 0.2% | ||
| Q2 25 | 3.8% | 1.7% | ||
| Q1 25 | 1.7% | 4.4% | ||
| Q4 24 | 1.8% | 7.6% | ||
| Q3 24 | 2.0% | 14.0% | ||
| Q2 24 | 3.4% | 14.5% | ||
| Q1 24 | 6.4% | 8.7% |
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
BFLY
| Products | $18.1M | 57% |
| Software And Other Services | $13.4M | 43% |
NTLA
| Avencell Therapeutics Inc | $21.0M | 91% |
| Other | $1.0M | 4% |
| Avencell | $1.0M | 4% |