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Blaize Holdings, Inc.（BZAI）与Gossamer Bio, Inc.（GOSS）财务数据对比。点击上方公司名可切换其他公司
Blaize Holdings, Inc.的季度营收约是Gossamer Bio, Inc.的1.7倍（$23.8M vs $13.8M），Blaize Holdings, Inc.净利率更高（-13.9% vs -342.3%，领先328.5%），Blaize Holdings, Inc.同比增速更快（2377500.0% vs 47.1%）
Blaize Holdings Inc.是一家专注于边缘人工智能计算解决方案的科技企业，主打低能耗AI处理器、低延迟推理软件栈及端到端边缘AI开发工具，核心服务自动驾驶、工业自动化、智慧城市、边缘医疗监测等应用场景。
Gossamer Bio是一家临床阶段生物制药企业，专注于发现、开发和商业化用于治疗免疫、炎症和肿瘤领域重症疾病的创新疗法，推进多条自研候选药物管线进入不同临床阶段，主要面向北美及全球其他地区的医疗市场。
BZAI vs GOSS — 直观对比
营收规模更大
BZAI
是对方的1.7倍
$13.8M
营收增速更快
BZAI
高出2377452.9%
47.1%
净利率更高
BZAI
高出328.5%
-342.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $23.8M | $13.8M |
| 净利润 | $-3.3M | $-47.2M |
| 毛利率 | 10.8% | — |
| 营业利润率 | -89.8% | -333.6% |
| 净利率 | -13.9% | -342.3% |
| 营收同比 | 2377500.0% | 47.1% |
| 净利润同比 | 50.7% | -43.0% |
| 每股收益（稀释后） | $0.16 | $-0.21 |
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BZAIGOSS
| Q4 25 | $23.8M | $13.8M | ||
| Q3 25 | $11.9M | $13.3M | ||
| Q2 24 | — | $95.8M | ||
| Q1 24 | — | $0 | ||
| Q3 23 | — | $0 | ||
| Q2 23 | — | $0 |
净利润BZAIGOSS
| Q4 25 | $-3.3M | $-47.2M | ||
| Q3 25 | $-26.3M | $-48.2M | ||
| Q2 24 | — | $49.2M | ||
| Q1 24 | — | $-41.9M | ||
| Q3 23 | — | $-40.0M | ||
| Q2 23 | — | $-42.5M |
毛利率BZAIGOSS
| Q4 25 | 10.8% | — | ||
| Q3 25 | 15.0% | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — | ||
| Q3 23 | — | — | ||
| Q2 23 | — | — |
营业利润率BZAIGOSS
| Q4 25 | -89.8% | -333.6% | ||
| Q3 25 | -190.3% | -369.4% | ||
| Q2 24 | — | 54.3% | ||
| Q1 24 | — | — | ||
| Q3 23 | — | — | ||
| Q2 23 | — | — |
净利率BZAIGOSS
| Q4 25 | -13.9% | -342.3% | ||
| Q3 25 | -221.3% | -362.7% | ||
| Q2 24 | — | 51.4% | ||
| Q1 24 | — | — | ||
| Q3 23 | — | — | ||
| Q2 23 | — | — |
每股收益（稀释后）BZAIGOSS
| Q4 25 | $0.16 | $-0.21 | ||
| Q3 25 | $-0.25 | $-0.21 | ||
| Q2 24 | — | $0.22 | ||
| Q1 24 | — | $-0.19 | ||
| Q3 23 | — | $-0.21 | ||
| Q2 23 | — | $-0.45 |
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 | $45.8M | $136.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $39.0M | $-122.8M |
| 总资产 | $102.2M | $172.2M |
| 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BZAIGOSS
| Q4 25 | $45.8M | $136.9M | ||
| Q3 25 | $24.0M | $180.2M | ||
| Q2 24 | — | $354.5M | ||
| Q1 24 | — | $244.4M | ||
| Q3 23 | — | $328.9M | ||
| Q2 23 | — | $162.1M |
股东权益BZAIGOSS
| Q4 25 | $39.0M | $-122.8M | ||
| Q3 25 | $1.3M | $-82.3M | ||
| Q2 24 | — | $81.5M | ||
| Q1 24 | — | $26.7M | ||
| Q3 23 | — | $104.6M | ||
| Q2 23 | — | $-62.8M |
总资产BZAIGOSS
| Q4 25 | $102.2M | $172.2M | ||
| Q3 25 | $60.9M | $208.8M | ||
| Q2 24 | — | $373.4M | ||
| Q1 24 | — | $259.4M | ||
| Q3 23 | — | $347.9M | ||
| Q2 23 | — | $181.7M |
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 | $-16.5M | $-48.3M |
| 自由现金流经营现金流 - 资本支出 | $-16.5M | — |
| 自由现金流率自由现金流/营收 | -69.6% | — |
| 资本支出强度资本支出/营收 | 0.3% | 0.0% |
| 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 | — | — |
8季度趋势，按日历期对齐
经营现金流BZAIGOSS
| Q4 25 | $-16.5M | $-48.3M | ||
| Q3 25 | $-24.9M | $-36.2M | ||
| Q2 24 | — | $116.3M | ||
| Q1 24 | — | $-52.3M | ||
| Q3 23 | — | $-34.5M | ||
| Q2 23 | — | $-38.3M |
自由现金流BZAIGOSS
| Q4 25 | $-16.5M | — | ||
| Q3 25 | $-24.9M | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — | ||
| Q3 23 | — | — | ||
| Q2 23 | — | — |
自由现金流率BZAIGOSS
| Q4 25 | -69.6% | — | ||
| Q3 25 | -210.2% | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — | ||
| Q3 23 | — | — | ||
| Q2 23 | — | — |
资本支出强度BZAIGOSS
| Q4 25 | 0.3% | 0.0% | ||
| Q3 25 | 0.2% | 0.0% | ||
| Q2 24 | — | 0.0% | ||
| Q1 24 | — | — | ||
| Q3 23 | — | — | ||
| Q2 23 | — | — |
现金转化率BZAIGOSS
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 24 | — | 2.36× | ||
| Q1 24 | — | — | ||
| Q3 23 | — | — | ||
| Q2 23 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
