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BENCHMARK ELECTRONICS INC(BHE)与Royalty Pharma plc(RPRX)财务数据对比。点击上方公司名可切换其他公司
BENCHMARK ELECTRONICS INC的季度营收约是Royalty Pharma plc的1.1倍($677.3M vs $622.0M),Royalty Pharma plc净利率更高(34.4% vs 1.9%,领先32.5%),BENCHMARK ELECTRONICS INC同比增速更快(11.4% vs 4.8%),过去两年Royalty Pharma plc的营收复合增速更高(4.6% vs -0.7%)
Benchmark Electronics Inc是总部位于美国亚利桑那州坦佩市的电子制造服务(EMS)、原始设计制造(ODM)及原始设备制造(OEM)企业,为客户提供专业的合同制造服务,业务覆盖全球多个区域的电子产业链需求。
本公司是总部位于美国马萨诸塞州剑桥市的临床阶段生物制药企业,专注于研发可调节转化生长因子β(TGF-β)超家族蛋白的药物,该类蛋白在红细胞、肌肉、骨骼、血管等细胞与组织的生长修复过程中发挥核心作用。
BHE vs RPRX — 直观对比
营收规模更大
BHE
是对方的1.1倍
$622.0M
营收增速更快
BHE
高出6.6%
4.8%
净利率更高
RPRX
高出32.5%
1.9%
两年增速更快
RPRX
近两年复合增速
-0.7%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $677.3M | $622.0M |
| 净利润 | $13.0M | $214.2M |
| 毛利率 | 10.2% | — |
| 营业利润率 | 3.2% | 62.4% |
| 净利率 | 1.9% | 34.4% |
| 营收同比 | 11.4% | 4.8% |
| 净利润同比 | 257.4% | 2.9% |
| 每股收益(稀释后) | $0.17 | $0.49 |
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
BHE
RPRX
| Q1 26 | $677.3M | — | ||
| Q4 25 | $725.8M | $622.0M | ||
| Q3 25 | $702.6M | $609.3M | ||
| Q2 25 | $665.7M | $578.7M | ||
| Q1 25 | $654.6M | $568.2M | ||
| Q4 24 | $683.6M | $593.6M | ||
| Q3 24 | $680.0M | $564.7M | ||
| Q2 24 | $686.7M | $537.3M |
净利润
BHE
RPRX
| Q1 26 | $13.0M | — | ||
| Q4 25 | — | $214.2M | ||
| Q3 25 | $14.3M | $288.2M | ||
| Q2 25 | $972.0K | $30.2M | ||
| Q1 25 | $3.6M | $238.3M | ||
| Q4 24 | — | $208.2M | ||
| Q3 24 | $15.4M | $544.0M | ||
| Q2 24 | $15.5M | $102.0M |
毛利率
BHE
RPRX
| Q1 26 | 10.2% | — | ||
| Q4 25 | 10.2% | — | ||
| Q3 25 | 9.7% | — | ||
| Q2 25 | 9.7% | — | ||
| Q1 25 | 9.7% | — | ||
| Q4 24 | 9.9% | — | ||
| Q3 24 | 9.8% | — | ||
| Q2 24 | 9.9% | — |
营业利润率
BHE
RPRX
| Q1 26 | 3.2% | — | ||
| Q4 25 | 2.8% | 62.4% | ||
| Q3 25 | 3.4% | 70.1% | ||
| Q2 25 | 3.1% | 36.3% | ||
| Q1 25 | 1.8% | 94.0% | ||
| Q4 24 | 4.2% | 60.9% | ||
| Q3 24 | 4.1% | — | ||
| Q2 24 | 4.0% | 50.2% |
净利率
BHE
RPRX
| Q1 26 | 1.9% | — | ||
| Q4 25 | — | 34.4% | ||
| Q3 25 | 2.0% | 47.3% | ||
| Q2 25 | 0.1% | 5.2% | ||
| Q1 25 | 0.6% | 41.9% | ||
| Q4 24 | — | 35.1% | ||
| Q3 24 | 2.3% | 96.3% | ||
| Q2 24 | 2.3% | 19.0% |
每股收益(稀释后)
BHE
RPRX
| Q1 26 | $0.17 | — | ||
| Q4 25 | $0.16 | $0.49 | ||
| Q3 25 | $0.39 | $0.67 | ||
| Q2 25 | $0.03 | $0.07 | ||
| Q1 25 | $0.10 | $0.55 | ||
| Q4 24 | $0.43 | $0.46 | ||
| Q3 24 | $0.42 | $1.21 | ||
| Q2 24 | $0.43 | $0.23 |
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 | $324.9M | $618.7M |
| 总债务越低越好 | — | $9.0B |
| 股东权益账面价值 | — | $9.7B |
| 总资产 | $2.1B | $19.6B |
| 负债/权益比越低杠杆越低 | — | 0.92× |
8季度趋势,按日历期对齐
现金及短期投资
BHE
RPRX
| Q1 26 | $324.9M | — | ||
| Q4 25 | $322.1M | $618.7M | ||
| Q3 25 | $285.4M | $938.9M | ||
| Q2 25 | $264.6M | $631.9M | ||
| Q1 25 | $355.3M | $1.1B | ||
| Q4 24 | $315.2M | $929.0M | ||
| Q3 24 | $324.4M | $950.1M | ||
| Q2 24 | $309.3M | $1.8B |
总债务
BHE
RPRX
| Q1 26 | — | — | ||
| Q4 25 | $206.8M | $9.0B | ||
| Q3 25 | $212.6M | $8.9B | ||
| Q2 25 | $203.4M | $8.0B | ||
| Q1 25 | $268.9M | $7.6B | ||
| Q4 24 | $250.5M | $7.6B | ||
| Q3 24 | $272.0M | $7.6B | ||
| Q2 24 | $283.6M | $7.6B |
股东权益
BHE
RPRX
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $9.7B | ||
| Q3 25 | $1.1B | $9.6B | ||
| Q2 25 | $1.1B | $9.5B | ||
| Q1 25 | $1.1B | $9.8B | ||
| Q4 24 | $1.1B | $10.3B | ||
| Q3 24 | $1.1B | $10.3B | ||
| Q2 24 | $1.1B | $9.8B |
总资产
BHE
RPRX
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.1B | $19.6B | ||
| Q3 25 | $2.1B | $19.3B | ||
| Q2 25 | $2.0B | $18.3B | ||
| Q1 25 | $2.1B | $17.6B | ||
| Q4 24 | $2.1B | $18.2B | ||
| Q3 24 | $2.1B | $18.0B | ||
| Q2 24 | $2.2B | $17.7B |
负债/权益比
BHE
RPRX
| Q1 26 | — | — | ||
| Q4 25 | 0.19× | 0.92× | ||
| Q3 25 | 0.19× | 0.93× | ||
| Q2 25 | 0.18× | 0.84× | ||
| Q1 25 | 0.24× | 0.78× | ||
| Q4 24 | 0.23× | 0.74× | ||
| Q3 24 | 0.25× | 0.74× | ||
| Q2 24 | 0.26× | 0.78× |
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 | $47.0M | $827.1M |
| 自由现金流经营现金流 - 资本支出 | $48.1M | — |
| 自由现金流率自由现金流/营收 | 7.1% | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 3.61× | 3.86× |
| 过去12个月自由现金流最近4个季度 | $108.3M | — |
8季度趋势,按日历期对齐
经营现金流
BHE
RPRX
| Q1 26 | $47.0M | — | ||
| Q4 25 | $58.7M | $827.1M | ||
| Q3 25 | $36.6M | $702.6M | ||
| Q2 25 | $-2.8M | $364.0M | ||
| Q1 25 | $31.5M | $596.1M | ||
| Q4 24 | $45.9M | $742.5M | ||
| Q3 24 | $39.0M | $703.6M | ||
| Q2 24 | $55.8M | $658.2M |
自由现金流
BHE
RPRX
| Q1 26 | $48.1M | — | ||
| Q4 25 | $48.2M | — | ||
| Q3 25 | $25.8M | — | ||
| Q2 25 | $-13.8M | — | ||
| Q1 25 | $28.1M | — | ||
| Q4 24 | $37.2M | — | ||
| Q3 24 | $29.2M | — | ||
| Q2 24 | $48.2M | — |
自由现金流率
BHE
RPRX
| Q1 26 | 7.1% | — | ||
| Q4 25 | 6.6% | — | ||
| Q3 25 | 3.7% | — | ||
| Q2 25 | -2.1% | — | ||
| Q1 25 | 4.3% | — | ||
| Q4 24 | 5.4% | — | ||
| Q3 24 | 4.3% | — | ||
| Q2 24 | 7.0% | — |
资本支出强度
BHE
RPRX
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | — | ||
| Q3 25 | 1.5% | — | ||
| Q2 25 | 1.7% | — | ||
| Q1 25 | 0.5% | — | ||
| Q4 24 | 1.3% | — | ||
| Q3 24 | 1.4% | — | ||
| Q2 24 | 1.1% | — |
现金转化率
BHE
RPRX
| Q1 26 | 3.61× | — | ||
| Q4 25 | — | 3.86× | ||
| Q3 25 | 2.57× | 2.44× | ||
| Q2 25 | -2.90× | 12.06× | ||
| Q1 25 | 8.65× | 2.50× | ||
| Q4 24 | — | 3.57× | ||
| Q3 24 | 2.54× | 1.29× | ||
| Q2 24 | 3.59× | 6.45× |
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
BHE
暂无分部数据
RPRX
| Financial Royalty Assets | $592.4M | 95% |
| Royalty Income Other | $29.6M | 5% |