vs
安达（CB）与吉利德科学（GILD）财务数据对比。点击上方公司名可切换其他公司
安达的季度营收约是吉利德科学的1.9倍（$15.1B vs $7.9B），吉利德科学净利率更高（27.5% vs 21.3%，领先6.2%），安达同比增速更快（6.3% vs 4.7%），过去两年吉利德科学的营收复合增速更高（8.9% vs 8.1%）
安达是注册地位于苏黎世的跨国保险集团，在纽约证券交易所上市，为标普500指数成分股。作为全球最大的上市财产及意外伤害保险公司，其业务涵盖财产险、意外险、健康险、再保险、寿险等领域，在全球55个国家和地区及伦敦劳合社市场运营。
吉利德科学是总部位于美国加利福尼亚州福斯特城的生物制药企业，专注于研发抗病毒药物，覆盖艾滋病、乙型肝炎、丙型肝炎、流感、新冠等治疗领域，核心产品包括来迪派韦索磷布韦、索磷布韦等，现为纳斯达克100指数及标普100指数成分股。
CB vs GILD — 直观对比
营收规模更大
CB
是对方的1.9倍
$7.9B
营收增速更快
CB
高出1.6%
4.7%
净利率更高
GILD
高出6.2%
21.3%
两年增速更快
GILD
近两年复合增速
8.1%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $15.1B | $7.9B |
| 净利润 | $3.2B | $2.2B |
| 毛利率 | — | 79.5% |
| 营业利润率 | 25.0% | 25.0% |
| 净利率 | 21.3% | 27.5% |
| 营收同比 | 6.3% | 4.7% |
| 净利润同比 | 24.7% | 22.4% |
| 每股收益（稀释后） | $8.05 | $1.75 |
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CBGILD
| Q4 25 | $15.1B | $7.9B | ||
| Q3 25 | $16.1B | $7.8B | ||
| Q2 25 | $14.8B | $7.1B | ||
| Q1 25 | $13.4B | $6.7B | ||
| Q4 24 | $14.2B | $7.6B | ||
| Q3 24 | $14.8B | $7.5B | ||
| Q2 24 | $13.8B | $7.0B | ||
| Q1 24 | $12.9B | $6.7B |
净利润CBGILD
| Q4 25 | $3.2B | $2.2B | ||
| Q3 25 | $2.8B | $3.1B | ||
| Q2 25 | $3.0B | $2.0B | ||
| Q1 25 | $1.3B | $1.3B | ||
| Q4 24 | $2.6B | $1.8B | ||
| Q3 24 | $2.3B | $1.3B | ||
| Q2 24 | $2.2B | $1.6B | ||
| Q1 24 | $2.1B | $-4.2B |
毛利率CBGILD
| Q4 25 | — | 79.5% | ||
| Q3 25 | — | 79.8% | ||
| Q2 25 | — | 78.8% | ||
| Q1 25 | — | 76.9% | ||
| Q4 24 | — | 79.1% | ||
| Q3 24 | — | 79.1% | ||
| Q2 24 | — | 77.8% | ||
| Q1 24 | — | 76.8% |
营业利润率CBGILD
| Q4 25 | 25.0% | 25.0% | ||
| Q3 25 | 24.1% | 42.8% | ||
| Q2 25 | 25.0% | 34.9% | ||
| Q1 25 | 12.5% | 33.6% | ||
| Q4 24 | 22.0% | 32.4% | ||
| Q3 24 | 20.2% | 11.8% | ||
| Q2 24 | 19.6% | 38.0% | ||
| Q1 24 | 20.4% | -64.6% |
净利率CBGILD
| Q4 25 | 21.3% | 27.5% | ||
| Q3 25 | 17.3% | 39.3% | ||
| Q2 25 | 20.0% | 27.7% | ||
| Q1 25 | 10.0% | 19.7% | ||
| Q4 24 | 18.2% | 23.6% | ||
| Q3 24 | 15.7% | 16.6% | ||
| Q2 24 | 16.1% | 23.2% | ||
| Q1 24 | 16.6% | -62.4% |
每股收益（稀释后）CBGILD
| Q4 25 | $8.05 | $1.75 | ||
| Q3 25 | $6.99 | $2.43 | ||
| Q2 25 | $7.35 | $1.56 | ||
| Q1 25 | $3.29 | $1.04 | ||
| Q4 24 | $6.31 | $1.43 | ||
| Q3 24 | $5.70 | $1.00 | ||
| Q2 24 | $5.46 | $1.29 | ||
| Q1 24 | $5.23 | $-3.34 |
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 | — | $68.0M |
| 总债务越低越好 | $15.7B | $24.9B |
| 股东权益账面价值 | $73.8B | $22.7B |
| 总资产 | $272.3B | $59.0B |
| 负债/权益比越低杠杆越低 | 0.21× | 1.10× |
8季度趋势，按日历期对齐
现金及短期投资CBGILD
| Q4 25 | — | $68.0M | ||
| Q3 25 | — | $19.0M | ||
| Q2 25 | — | $69.0M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
总债务CBGILD
| Q4 25 | $15.7B | $24.9B | ||
| Q3 25 | $15.7B | $24.9B | ||
| Q2 25 | $13.5B | $24.9B | ||
| Q1 25 | $14.5B | $25.0B | ||
| Q4 24 | $14.4B | $26.7B | ||
| Q3 24 | $14.6B | $23.2B | ||
| Q2 24 | $13.2B | $23.3B | ||
| Q1 24 | $13.2B | $25.2B |
股东权益CBGILD
| Q4 25 | $73.8B | $22.7B | ||
| Q3 25 | $71.9B | $21.5B | ||
| Q2 25 | $69.4B | $19.7B | ||
| Q1 25 | $65.7B | $19.2B | ||
| Q4 24 | $64.0B | $19.3B | ||
| Q3 24 | $65.8B | $18.5B | ||
| Q2 24 | $61.0B | $18.3B | ||
| Q1 24 | $60.5B | $17.5B |
总资产CBGILD
| Q4 25 | $272.3B | $59.0B | ||
| Q3 25 | $270.2B | $58.5B | ||
| Q2 25 | $261.6B | $55.7B | ||
| Q1 25 | $251.8B | $56.4B | ||
| Q4 24 | $246.5B | $59.0B | ||
| Q3 24 | $250.6B | $54.5B | ||
| Q2 24 | $238.6B | $53.6B | ||
| Q1 24 | $234.9B | $56.3B |
负债/权益比CBGILD
| Q4 25 | 0.21× | 1.10× | ||
| Q3 25 | 0.22× | 1.16× | ||
| Q2 25 | 0.19× | 1.27× | ||
| Q1 25 | 0.22× | 1.30× | ||
| Q4 24 | 0.22× | 1.38× | ||
| Q3 24 | 0.22× | 1.26× | ||
| Q2 24 | 0.22× | 1.28× | ||
| Q1 24 | 0.22× | 1.44× |
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 | $4.1B | $3.3B |
| 自由现金流经营现金流 - 资本支出 | — | $3.1B |
| 自由现金流率自由现金流/营收 | — | 39.4% |
| 资本支出强度资本支出/营收 | — | 2.6% |
| 现金转化率经营现金流/净利润 | 1.26× | 1.52× |
| 过去12个月自由现金流最近4个季度 | — | $9.5B |
8季度趋势，按日历期对齐
经营现金流CBGILD
| Q4 25 | $4.1B | $3.3B | ||
| Q3 25 | $3.6B | $4.1B | ||
| Q2 25 | $3.6B | $827.0M | ||
| Q1 25 | $1.6B | $1.8B | ||
| Q4 24 | $4.6B | $3.0B | ||
| Q3 24 | $4.3B | $4.3B | ||
| Q2 24 | $4.1B | $1.3B | ||
| Q1 24 | $3.2B | $2.2B |
自由现金流CBGILD
| Q4 25 | — | $3.1B | ||
| Q3 25 | — | $4.0B | ||
| Q2 25 | — | $720.0M | ||
| Q1 25 | — | $1.7B | ||
| Q4 24 | — | $2.8B | ||
| Q3 24 | — | $4.2B | ||
| Q2 24 | — | $1.2B | ||
| Q1 24 | — | $2.1B |
自由现金流率CBGILD
| Q4 25 | — | 39.4% | ||
| Q3 25 | — | 51.0% | ||
| Q2 25 | — | 10.2% | ||
| Q1 25 | — | 24.8% | ||
| Q4 24 | — | 37.4% | ||
| Q3 24 | — | 55.2% | ||
| Q2 24 | — | 17.2% | ||
| Q1 24 | — | 31.6% |
资本支出强度CBGILD
| Q4 25 | — | 2.6% | ||
| Q3 25 | — | 1.9% | ||
| Q2 25 | — | 1.5% | ||
| Q1 25 | — | 1.6% | ||
| Q4 24 | — | 1.9% | ||
| Q3 24 | — | 1.9% | ||
| Q2 24 | — | 1.9% | ||
| Q1 24 | — | 1.6% |
现金转化率CBGILD
| Q4 25 | 1.26× | 1.52× | ||
| Q3 25 | 1.30× | 1.35× | ||
| Q2 25 | 1.20× | 0.42× | ||
| Q1 25 | 1.18× | 1.34× | ||
| Q4 24 | 1.77× | 1.67× | ||
| Q3 24 | 1.86× | 3.44× | ||
| Q2 24 | 1.83× | 0.82× | ||
| Q1 24 | 1.50× | — |
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
CB
暂无分部数据
GILD
| Other | $3.4B | 43% |
| HIV Products Biktarvy | $3.3B | 41% |
| HIV Products Odefsey | $239.0M | 3% |
| Liver Disease Products Other Liver Disease | $170.0M | 2% |
| HIV Products Other HIV | $155.0M | 2% |
| Other Products Yescarta | $150.0M | 2% |
| Liver Disease Products Vemlidy | $149.0M | 2% |
| Liver Disease Products Sofosbuvir Velpatasvir | $140.0M | 2% |
| HIV Products Symtuza Revenue Share | $98.0M | 1% |
| Veklury | $80.0M | 1% |
| Cell Therapy Products Tecartus | $32.0M | 0% |
| Royalty Contract And Other | $22.0M | 0% |
