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BillionToOne, Inc.（BLLN）与Planet Labs PBC（PL）财务数据对比。点击上方公司名可切换其他公司
BillionToOne, Inc.的季度营收约是Planet Labs PBC的1.0倍（$83.5M vs $81.3M），BillionToOne, Inc.净利率更高（6.8% vs -72.8%，领先79.7%），BillionToOne, Inc.同比增速更快（117.4% vs 32.6%），BillionToOne, Inc.自由现金流更多（$6.5M vs $1.9M）
BillionToOne, Inc.是一家生命科学与分子诊断企业，专注研发高精度基因检测解决方案，核心产品包括无创产前检测、肿瘤诊断试剂及罕见病筛查服务，服务全球多地的医疗机构、患者及科研合作方。
Planet Labs PBC（常简称为Planet）是总部位于美国加利福尼亚州旧金山的上市地球影像企业，核心目标是实现全球范围的每日成像，以此监测地表变化、精准识别相关趋势，为多行业的地理数据分析需求提供可靠的数据支持。
BLLN vs PL — 直观对比
营收规模更大
BLLN
是对方的1.0倍
$81.3M
营收增速更快
BLLN
高出84.8%
32.6%
净利率更高
BLLN
高出79.7%
-72.8%
自由现金流更多
BLLN
多$4.6M
$1.9M
损益表 — Q3 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $83.5M | $81.3M |
| 净利润 | $5.7M | $-59.2M |
| 毛利率 | 69.9% | 57.3% |
| 营业利润率 | 11.5% | -22.6% |
| 净利率 | 6.8% | -72.8% |
| 营收同比 | 117.4% | 32.6% |
| 净利润同比 | 138.3% | -194.7% |
| 每股收益（稀释后） | $0.10 | $-0.19 |
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BLLNPL
| Q4 25 | — | $81.3M | ||
| Q3 25 | $83.5M | $73.4M | ||
| Q2 25 | — | $66.3M | ||
| Q1 25 | — | $61.6M | ||
| Q4 24 | $45.1M | $61.3M | ||
| Q3 24 | $38.4M | $61.1M | ||
| Q2 24 | — | $60.4M | ||
| Q1 24 | — | $58.9M |
净利润BLLNPL
| Q4 25 | — | $-59.2M | ||
| Q3 25 | $5.7M | $-22.6M | ||
| Q2 25 | — | $-12.6M | ||
| Q1 25 | — | $-35.2M | ||
| Q4 24 | $-11.5M | $-20.1M | ||
| Q3 24 | $-14.9M | $-38.7M | ||
| Q2 24 | — | $-29.3M | ||
| Q1 24 | — | $-30.1M |
毛利率BLLNPL
| Q4 25 | — | 57.3% | ||
| Q3 25 | 69.9% | 57.6% | ||
| Q2 25 | — | 55.2% | ||
| Q1 25 | — | 62.1% | ||
| Q4 24 | 57.1% | 61.2% | ||
| Q3 24 | 52.6% | 52.9% | ||
| Q2 24 | — | 52.4% | ||
| Q1 24 | — | 55.2% |
营业利润率BLLNPL
| Q4 25 | — | -22.6% | ||
| Q3 25 | 11.5% | -24.5% | ||
| Q2 25 | — | -34.4% | ||
| Q1 25 | — | -31.5% | ||
| Q4 24 | 17.0% | -36.9% | ||
| Q3 24 | -32.9% | -64.8% | ||
| Q2 24 | — | -57.2% | ||
| Q1 24 | — | -57.6% |
净利率BLLNPL
| Q4 25 | — | -72.8% | ||
| Q3 25 | 6.8% | -30.8% | ||
| Q2 25 | — | -19.1% | ||
| Q1 25 | — | -57.1% | ||
| Q4 24 | -25.5% | -32.8% | ||
| Q3 24 | -38.8% | -63.3% | ||
| Q2 24 | — | -48.5% | ||
| Q1 24 | — | -51.1% |
每股收益（稀释后）BLLNPL
| Q4 25 | — | $-0.19 | ||
| Q3 25 | $0.10 | $-0.07 | ||
| Q2 25 | — | $-0.04 | ||
| Q1 25 | — | $-0.12 | ||
| Q4 24 | $-1.13 | $-0.07 | ||
| Q3 24 | $-1.47 | $-0.13 | ||
| Q2 24 | — | $-0.10 | ||
| Q1 24 | — | $-0.10 |
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 | $195.2M | $443.3M |
| 总债务越低越好 | $55.0M | — |
| 股东权益账面价值 | $-239.5M | $349.6M |
| 总资产 | $327.5M | $1.1B |
| 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BLLNPL
| Q4 25 | — | $443.3M | ||
| Q3 25 | $195.2M | $181.1M | ||
| Q2 25 | — | $133.5M | ||
| Q1 25 | — | $118.0M | ||
| Q4 24 | $191.5M | $139.0M | ||
| Q3 24 | — | $148.3M | ||
| Q2 24 | — | $107.4M | ||
| Q1 24 | — | $83.9M |
总债务BLLNPL
| Q4 25 | — | — | ||
| Q3 25 | $55.0M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $51.5M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益BLLNPL
| Q4 25 | — | $349.6M | ||
| Q3 25 | $-239.5M | $435.7M | ||
| Q2 25 | — | $444.8M | ||
| Q1 25 | — | $441.3M | ||
| Q4 24 | $-251.7M | $464.6M | ||
| Q3 24 | $-242.9M | $473.2M | ||
| Q2 24 | — | $500.3M | ||
| Q1 24 | — | $518.0M |
总资产BLLNPL
| Q4 25 | — | $1.1B | ||
| Q3 25 | $327.5M | $696.4M | ||
| Q2 25 | — | $658.4M | ||
| Q1 25 | — | $633.8M | ||
| Q4 24 | $302.1M | $630.8M | ||
| Q3 24 | — | $658.4M | ||
| Q2 24 | — | $674.6M | ||
| Q1 24 | — | $702.0M |
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 | $13.8M | $28.6M |
| 自由现金流经营现金流 - 资本支出 | $6.5M | $1.9M |
| 自由现金流率自由现金流/营收 | 7.7% | 2.3% |
| 资本支出强度资本支出/营收 | 8.8% | 32.9% |
| 现金转化率经营现金流/净利润 | 2.42× | — |
| 过去12个月自由现金流最近4个季度 | — | $40.7M |
8季度趋势，按日历期对齐
经营现金流BLLNPL
| Q4 25 | — | $28.6M | ||
| Q3 25 | $13.8M | $67.8M | ||
| Q2 25 | — | $17.3M | ||
| Q1 25 | — | $-6.3M | ||
| Q4 24 | — | $4.1M | ||
| Q3 24 | — | $-7.9M | ||
| Q2 24 | — | $-4.3M | ||
| Q1 24 | — | $-6.8M |
自由现金流BLLNPL
| Q4 25 | — | $1.9M | ||
| Q3 25 | $6.5M | $47.5M | ||
| Q2 25 | — | $9.2M | ||
| Q1 25 | — | $-17.9M | ||
| Q4 24 | — | $-3.6M | ||
| Q3 24 | — | $-23.0M | ||
| Q2 24 | — | $-14.2M | ||
| Q1 24 | — | $-15.7M |
自由现金流率BLLNPL
| Q4 25 | — | 2.3% | ||
| Q3 25 | 7.7% | 64.7% | ||
| Q2 25 | — | 13.9% | ||
| Q1 25 | — | -29.1% | ||
| Q4 24 | — | -5.8% | ||
| Q3 24 | — | -37.6% | ||
| Q2 24 | — | -23.6% | ||
| Q1 24 | — | -26.7% |
资本支出强度BLLNPL
| Q4 25 | — | 32.9% | ||
| Q3 25 | 8.8% | 27.6% | ||
| Q2 25 | — | 12.3% | ||
| Q1 25 | — | 18.9% | ||
| Q4 24 | — | 12.5% | ||
| Q3 24 | — | 24.8% | ||
| Q2 24 | — | 16.4% | ||
| Q1 24 | — | 15.1% |
现金转化率BLLNPL
| Q4 25 | — | — | ||
| Q3 25 | 2.42× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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
BLLN
| Prenatal | $74.1M | 89% |
| Oncology | $8.7M | 10% |
PL
| Defense And Intelligence | $49.4M | 61% |
| Civil Government | $18.8M | 23% |
| Commercial | $13.1M | 16% |
