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拜玛林制药（BMRN）与Rollins, Inc.（ROL）财务数据对比。点击上方公司名可切换其他公司
Rollins, Inc.的季度营收约是拜玛林制药的1.0倍（$906.4M vs $874.6M），Rollins, Inc.净利率更高（11.9% vs -5.3%，领先17.2%），拜玛林制药同比增速更快（17.0% vs 10.2%），Rollins, Inc.自由现金流更多（$111.2M vs $58.9M），过去两年拜玛林制药的营收复合增速更高（16.1% vs 0.8%）
拜玛林制药是总部位于美国加利福尼亚州圣拉斐尔的生物技术企业，在美洲、亚洲、欧洲多地设有办事机构及生产设施，核心业务聚焦酶替代疗法研发，是全球首个推出Ⅰ型粘多糖贮积症治疗药物拉罗尼酶及苯丙酮尿症治疗药物的企业。
Rollins, Inc.是北美知名虫害防治服务商，面向住宅及商业客户提供专业防控服务。公司依托Orkin、HomeTeam Pest Defense等多家全资子公司布局全球业务，覆盖北美、英国等市场，在民用及商用虫害治理领域具备深厚的行业积累与品牌优势。
BMRN vs ROL — 直观对比
营收规模更大
ROL
是对方的1.0倍
$874.6M
营收增速更快
BMRN
高出6.8%
10.2%
净利率更高
ROL
高出17.2%
-5.3%
自由现金流更多
ROL
多$52.3M
$58.9M
两年增速更快
BMRN
近两年复合增速
0.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $874.6M | $906.4M |
| 净利润 | $-46.6M | $107.8M |
| 毛利率 | 68.5% | — |
| 营业利润率 | -5.1% | 16.1% |
| 净利率 | -5.3% | 11.9% |
| 营收同比 | 17.0% | 10.2% |
| 净利润同比 | -137.3% | 2.5% |
| 每股收益（稀释后） | $-0.22 | $0.22 |
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BMRNROL
| Q1 26 | — | $906.4M | ||
| Q4 25 | $874.6M | $912.9M | ||
| Q3 25 | $776.1M | $1.0B | ||
| Q2 25 | $825.4M | $999.5M | ||
| Q1 25 | $745.1M | $822.5M | ||
| Q4 24 | $747.3M | $832.2M | ||
| Q3 24 | $745.7M | $916.3M | ||
| Q2 24 | $712.0M | $891.9M |
净利润BMRNROL
| Q1 26 | — | $107.8M | ||
| Q4 25 | $-46.6M | $116.4M | ||
| Q3 25 | $-30.7M | $163.5M | ||
| Q2 25 | $240.5M | $141.5M | ||
| Q1 25 | $185.7M | $105.2M | ||
| Q4 24 | $124.9M | $105.7M | ||
| Q3 24 | $106.1M | $136.9M | ||
| Q2 24 | $107.2M | $129.4M |
毛利率BMRNROL
| Q1 26 | — | — | ||
| Q4 25 | 68.5% | — | ||
| Q3 25 | 82.0% | — | ||
| Q2 25 | 81.8% | — | ||
| Q1 25 | 79.7% | — | ||
| Q4 24 | 81.8% | — | ||
| Q3 24 | 74.7% | — | ||
| Q2 24 | 81.7% | — |
营业利润率BMRNROL
| Q1 26 | — | 16.1% | ||
| Q4 25 | -5.1% | 17.5% | ||
| Q3 25 | -6.0% | 21.9% | ||
| Q2 25 | 33.5% | 19.8% | ||
| Q1 25 | 30.0% | 17.3% | ||
| Q4 24 | 21.6% | 18.1% | ||
| Q3 24 | 15.3% | 20.9% | ||
| Q2 24 | 16.9% | 20.4% |
净利率BMRNROL
| Q1 26 | — | 11.9% | ||
| Q4 25 | -5.3% | 12.8% | ||
| Q3 25 | -4.0% | 15.9% | ||
| Q2 25 | 29.1% | 14.2% | ||
| Q1 25 | 24.9% | 12.8% | ||
| Q4 24 | 16.7% | 12.7% | ||
| Q3 24 | 14.2% | 14.9% | ||
| Q2 24 | 15.1% | 14.5% |
每股收益（稀释后）BMRNROL
| Q1 26 | — | $0.22 | ||
| Q4 25 | $-0.22 | $0.24 | ||
| Q3 25 | $-0.16 | $0.34 | ||
| Q2 25 | $1.23 | $0.29 | ||
| Q1 25 | $0.95 | $0.22 | ||
| Q4 24 | $0.65 | $0.22 | ||
| Q3 24 | $0.55 | $0.28 | ||
| Q2 24 | $0.55 | $0.27 |
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 | $1.3B | $116.5M |
| 总债务越低越好 | — | $650.6M |
| 股东权益账面价值 | $6.1B | $1.4B |
| 总资产 | $7.6B | $3.2B |
| 负债/权益比越低杠杆越低 | — | 0.47× |
8季度趋势，按日历期对齐
现金及短期投资BMRNROL
| Q1 26 | — | $116.5M | ||
| Q4 25 | $1.3B | $100.0M | ||
| Q3 25 | $1.3B | $127.4M | ||
| Q2 25 | $1.2B | $123.0M | ||
| Q1 25 | $1.0B | $201.2M | ||
| Q4 24 | $942.8M | $89.6M | ||
| Q3 24 | $675.4M | $95.3M | ||
| Q2 24 | $972.1M | $106.7M |
总债务BMRNROL
| Q1 26 | — | $650.6M | ||
| Q4 25 | — | $486.1M | ||
| Q3 25 | — | $485.7M | ||
| Q2 25 | — | $485.3M | ||
| Q1 25 | — | $485.5M | ||
| Q4 24 | — | $395.3M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益BMRNROL
| Q1 26 | — | $1.4B | ||
| Q4 25 | $6.1B | $1.4B | ||
| Q3 25 | $6.1B | $1.5B | ||
| Q2 25 | $6.0B | $1.4B | ||
| Q1 25 | $5.8B | $1.4B | ||
| Q4 24 | $5.7B | $1.3B | ||
| Q3 24 | $5.4B | $1.3B | ||
| Q2 24 | $5.3B | $1.2B |
总资产BMRNROL
| Q1 26 | — | $3.2B | ||
| Q4 25 | $7.6B | $3.1B | ||
| Q3 25 | $7.6B | $3.2B | ||
| Q2 25 | $7.5B | $3.2B | ||
| Q1 25 | $7.1B | $2.9B | ||
| Q4 24 | $7.0B | $2.8B | ||
| Q3 24 | $6.9B | $2.8B | ||
| Q2 24 | $7.1B | $2.8B |
负债/权益比BMRNROL
| Q1 26 | — | 0.47× | ||
| Q4 25 | — | 0.35× | ||
| Q3 25 | — | 0.32× | ||
| Q2 25 | — | 0.34× | ||
| Q1 25 | — | 0.36× | ||
| Q4 24 | — | 0.30× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $99.6M | $118.4M |
| 自由现金流经营现金流 - 资本支出 | $58.9M | $111.2M |
| 自由现金流率自由现金流/营收 | 6.7% | 12.3% |
| 资本支出强度资本支出/营收 | 4.7% | 0.8% |
| 现金转化率经营现金流/净利润 | — | 1.10× |
| 过去12个月自由现金流最近4个季度 | $725.0M | $621.1M |
8季度趋势，按日历期对齐
经营现金流BMRNROL
| Q1 26 | — | $118.4M | ||
| Q4 25 | $99.6M | $164.7M | ||
| Q3 25 | $368.7M | $191.3M | ||
| Q2 25 | $185.3M | $175.1M | ||
| Q1 25 | $174.4M | $146.9M | ||
| Q4 24 | $185.6M | $188.2M | ||
| Q3 24 | $221.5M | $146.9M | ||
| Q2 24 | $118.8M | $145.1M |
自由现金流BMRNROL
| Q1 26 | — | $111.2M | ||
| Q4 25 | $58.9M | $159.0M | ||
| Q3 25 | $340.2M | $182.8M | ||
| Q2 25 | $168.2M | $168.0M | ||
| Q1 25 | $157.6M | $140.1M | ||
| Q4 24 | $166.1M | $184.0M | ||
| Q3 24 | $203.0M | $139.4M | ||
| Q2 24 | $97.4M | $136.4M |
自由现金流率BMRNROL
| Q1 26 | — | 12.3% | ||
| Q4 25 | 6.7% | 17.4% | ||
| Q3 25 | 43.8% | 17.8% | ||
| Q2 25 | 20.4% | 16.8% | ||
| Q1 25 | 21.2% | 17.0% | ||
| Q4 24 | 22.2% | 22.1% | ||
| Q3 24 | 27.2% | 15.2% | ||
| Q2 24 | 13.7% | 15.3% |
资本支出强度BMRNROL
| Q1 26 | — | 0.8% | ||
| Q4 25 | 4.7% | 0.6% | ||
| Q3 25 | 3.7% | 0.8% | ||
| Q2 25 | 2.1% | 0.7% | ||
| Q1 25 | 2.3% | 0.8% | ||
| Q4 24 | 2.6% | 0.5% | ||
| Q3 24 | 2.5% | 0.8% | ||
| Q2 24 | 3.0% | 1.0% |
现金转化率BMRNROL
| Q1 26 | — | 1.10× | ||
| Q4 25 | — | 1.41× | ||
| Q3 25 | — | 1.17× | ||
| Q2 25 | 0.77× | 1.24× | ||
| Q1 25 | 0.94× | 1.40× | ||
| Q4 24 | 1.49× | 1.78× | ||
| Q3 24 | 2.09× | 1.07× | ||
| Q2 24 | 1.11× | 1.12× |
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
BMRN
| VOXZOGO | $273.4M | 31% |
| VIMIZIM | $205.5M | 24% |
| PALYNZIQ | $125.3M | 14% |
| NAGLAZYME | $120.2M | 14% |
| Other | $49.4M | 6% |
| ALDURAZYME | $49.4M | 6% |
| KUVAN | $23.3M | 3% |
| Royalty And Other | $15.2M | 2% |
| ROCTAVIAN | $12.8M | 1% |
ROL
暂无分部数据
