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渤健（BIIB）与Take-Two Interactive（TTWO）财务数据对比。点击上方公司名可切换其他公司
渤健的季度营收约是Take-Two Interactive的1.3倍（$2.3B vs $1.7B），渤健净利率更高（-2.1% vs -5.5%，领先3.3%），Take-Two Interactive同比增速更快（24.9% vs -7.1%），渤健自由现金流更多（$468.0M vs $236.2M），过去两年Take-Two Interactive的营收复合增速更高（10.2% vs -0.2%）
渤健是总部位于美国马萨诸塞州剑桥市的跨国生物技术企业，专注于神经系统疾病治疗领域。公司核心产品包括用于多发性硬化症的特菲达、万立能等多款药物，以及治疗脊髓性肌萎缩症的诺西那生钠、治疗弗里德赖希共济失调的Skyclarys，致力于为神经疾病和罕见病患者提供创新疗法。
Take-Two Interactive是总部位于美国纽约的电子游戏控股企业，由瑞安·布兰特于1993年9月创立，在全球互动娱乐领域拥有较高影响力，业务覆盖游戏研发、发行与运营等核心环节。
BIIB vs TTWO — 直观对比
营收规模更大
BIIB
是对方的1.3倍
$1.7B
营收增速更快
TTWO
高出32.1%
-7.1%
净利率更高
BIIB
高出3.3%
-5.5%
自由现金流更多
BIIB
多$231.8M
$236.2M
两年增速更快
TTWO
近两年复合增速
-0.2%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.3B | $1.7B |
| 净利润 | $-48.9M | $-92.9M |
| 毛利率 | 78.3% | 55.7% |
| 营业利润率 | -2.5% | -2.3% |
| 净利率 | -2.1% | -5.5% |
| 营收同比 | -7.1% | 24.9% |
| 净利润同比 | -118.3% | 25.8% |
| 每股收益（稀释后） | $-0.35 | $-0.50 |
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BIIBTTWO
| Q4 25 | $2.3B | $1.7B | ||
| Q3 25 | $2.5B | $1.8B | ||
| Q2 25 | $2.6B | $1.5B | ||
| Q1 25 | $2.4B | $1.6B | ||
| Q4 24 | $2.5B | $1.4B | ||
| Q3 24 | $2.5B | $1.4B | ||
| Q2 24 | $2.5B | $1.3B | ||
| Q1 24 | $2.3B | $1.4B |
净利润BIIBTTWO
| Q4 25 | $-48.9M | $-92.9M | ||
| Q3 25 | $466.5M | $-133.9M | ||
| Q2 25 | $634.8M | $-11.9M | ||
| Q1 25 | $240.5M | $-3.7B | ||
| Q4 24 | $266.7M | $-125.2M | ||
| Q3 24 | $388.5M | $-365.5M | ||
| Q2 24 | $583.6M | $-262.0M | ||
| Q1 24 | $393.4M | $-2.9B |
毛利率BIIBTTWO
| Q4 25 | 78.3% | 55.7% | ||
| Q3 25 | 73.4% | 55.3% | ||
| Q2 25 | 77.1% | 62.8% | ||
| Q1 25 | 74.1% | 50.8% | ||
| Q4 24 | 76.2% | 55.9% | ||
| Q3 24 | 74.1% | 53.8% | ||
| Q2 24 | 77.8% | 57.6% | ||
| Q1 24 | 76.3% | 33.5% |
营业利润率BIIBTTWO
| Q4 25 | -2.5% | -2.3% | ||
| Q3 25 | 22.0% | -5.5% | ||
| Q2 25 | 28.1% | 1.4% | ||
| Q1 25 | 12.8% | -238.7% | ||
| Q4 24 | 11.9% | -9.7% | ||
| Q3 24 | 18.3% | -22.0% | ||
| Q2 24 | 28.3% | -13.8% | ||
| Q1 24 | 20.3% | -193.9% |
净利率BIIBTTWO
| Q4 25 | -2.1% | -5.5% | ||
| Q3 25 | 18.4% | -7.5% | ||
| Q2 25 | 24.0% | -0.8% | ||
| Q1 25 | 9.9% | -235.5% | ||
| Q4 24 | 10.9% | -9.2% | ||
| Q3 24 | 15.8% | -27.0% | ||
| Q2 24 | 23.7% | -19.6% | ||
| Q1 24 | 17.2% | -207.4% |
每股收益（稀释后）BIIBTTWO
| Q4 25 | $-0.35 | $-0.50 | ||
| Q3 25 | $3.17 | $-0.73 | ||
| Q2 25 | $4.33 | $-0.07 | ||
| Q1 25 | $1.64 | $-21.27 | ||
| Q4 24 | $1.82 | $-0.71 | ||
| Q3 24 | $2.66 | $-2.08 | ||
| Q2 24 | $4.00 | $-1.52 | ||
| Q1 24 | $2.70 | $-17.05 |
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 | — | $2.4B |
| 总债务越低越好 | $6.3B | — |
| 股东权益账面价值 | $18.3B | $3.5B |
| 总资产 | $29.4B | $10.0B |
| 负债/权益比越低杠杆越低 | 0.34× | — |
8季度趋势，按日历期对齐
现金及短期投资BIIBTTWO
| Q4 25 | — | $2.4B | ||
| Q3 25 | — | $2.1B | ||
| Q2 25 | — | $2.0B | ||
| Q1 25 | — | $1.5B | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | $879.6M | ||
| Q2 24 | — | $1.1B | ||
| Q1 24 | — | $776.0M |
总债务BIIBTTWO
| Q4 25 | $6.3B | — | ||
| Q3 25 | $6.3B | — | ||
| Q2 25 | $6.3B | — | ||
| Q1 25 | $4.5B | — | ||
| Q4 24 | $6.3B | — | ||
| Q3 24 | $4.5B | — | ||
| Q2 24 | $6.3B | — | ||
| Q1 24 | $6.3B | — |
股东权益BIIBTTWO
| Q4 25 | $18.3B | $3.5B | ||
| Q3 25 | $18.2B | $3.4B | ||
| Q2 25 | $17.6B | $3.5B | ||
| Q1 25 | $17.0B | $2.1B | ||
| Q4 24 | $16.7B | $5.7B | ||
| Q3 24 | $16.4B | $5.8B | ||
| Q2 24 | $15.9B | $6.0B | ||
| Q1 24 | $15.2B | $5.7B |
总资产BIIBTTWO
| Q4 25 | $29.4B | $10.0B | ||
| Q3 25 | $29.2B | $10.1B | ||
| Q2 25 | $28.3B | $9.7B | ||
| Q1 25 | $28.0B | $9.2B | ||
| Q4 24 | $28.0B | $12.7B | ||
| Q3 24 | $28.3B | $13.1B | ||
| Q2 24 | $26.8B | $12.9B | ||
| Q1 24 | $26.6B | $12.2B |
负债/权益比BIIBTTWO
| Q4 25 | 0.34× | — | ||
| Q3 25 | 0.35× | — | ||
| Q2 25 | 0.36× | — | ||
| Q1 25 | 0.27× | — | ||
| Q4 24 | 0.38× | — | ||
| Q3 24 | 0.28× | — | ||
| Q2 24 | 0.40× | — | ||
| Q1 24 | 0.41× | — |
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 | $511.9M | $305.2M |
| 自由现金流经营现金流 - 资本支出 | $468.0M | $236.2M |
| 自由现金流率自由现金流/营收 | 20.5% | 13.9% |
| 资本支出强度资本支出/营收 | 1.9% | 4.1% |
| 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 | $2.1B | $487.8M |
8季度趋势，按日历期对齐
经营现金流BIIBTTWO
| Q4 25 | $511.9M | $305.2M | ||
| Q3 25 | $1.3B | $128.4M | ||
| Q2 25 | $160.9M | $-44.7M | ||
| Q1 25 | $259.3M | $279.0M | ||
| Q4 24 | $760.9M | $-4.8M | ||
| Q3 24 | $935.6M | $-128.4M | ||
| Q2 24 | $625.8M | $-191.0M | ||
| Q1 24 | $553.2M | $-8.9M |
自由现金流BIIBTTWO
| Q4 25 | $468.0M | $236.2M | ||
| Q3 25 | $1.2B | $96.5M | ||
| Q2 25 | $134.3M | $-69.8M | ||
| Q1 25 | $222.2M | $224.9M | ||
| Q4 24 | $721.6M | $-48.2M | ||
| Q3 24 | $900.6M | $-165.2M | ||
| Q2 24 | $592.3M | $-226.1M | ||
| Q1 24 | $507.3M | $-55.1M |
自由现金流率BIIBTTWO
| Q4 25 | 20.5% | 13.9% | ||
| Q3 25 | 48.4% | 5.4% | ||
| Q2 25 | 5.1% | -4.6% | ||
| Q1 25 | 9.1% | 14.2% | ||
| Q4 24 | 29.4% | -3.5% | ||
| Q3 24 | 36.5% | -12.2% | ||
| Q2 24 | 24.0% | -16.9% | ||
| Q1 24 | 22.1% | -3.9% |
资本支出强度BIIBTTWO
| Q4 25 | 1.9% | 4.1% | ||
| Q3 25 | 1.8% | 1.8% | ||
| Q2 25 | 1.0% | 1.7% | ||
| Q1 25 | 1.5% | 3.4% | ||
| Q4 24 | 1.6% | 3.2% | ||
| Q3 24 | 1.4% | 2.7% | ||
| Q2 24 | 1.4% | 2.6% | ||
| Q1 24 | 2.0% | 3.3% |
现金转化率BIIBTTWO
| Q4 25 | — | — | ||
| Q3 25 | 2.73× | — | ||
| Q2 25 | 0.25× | — | ||
| Q1 25 | 1.08× | — | ||
| Q4 24 | 2.85× | — | ||
| Q3 24 | 2.41× | — | ||
| Q2 24 | 1.07× | — | ||
| Q1 24 | 1.41× | — |
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
BIIB
| Products | $1.7B | 73% |
| Tysabri Product | $244.5M | 11% |
| AVONEX | $119.2M | 5% |
| SKYCLARYS | $88.9M | 4% |
| Alzheimers Collaboration | $47.1M | 2% |
| IMRALDI | $43.5M | 2% |
| TECFIDERA | $36.9M | 2% |
| PLEGRIDY | $24.7M | 1% |
| QALSODY | $7.8M | 0% |
| BYOOVIZ | $4.3M | 0% |
TTWO
暂无分部数据
