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C4 Therapeutics, Inc.（CCCC）与LIGHTPATH TECHNOLOGIES INC（LPTH）财务数据对比。点击上方公司名可切换其他公司
LIGHTPATH TECHNOLOGIES INC的季度营收约是C4 Therapeutics, Inc.的1.5倍（$16.4M vs $11.0M），LIGHTPATH TECHNOLOGIES INC净利率更高（-57.5% vs -186.0%，领先128.4%），LIGHTPATH TECHNOLOGIES INC同比增速更快（120.2% vs 112.8%），过去两年C4 Therapeutics, Inc.的营收复合增速更高（90.4% vs 45.7%）
C4 Therapeutics是一家临床阶段生物制药企业，专注于开发靶向蛋白降解疗法，用于治疗癌症及其他存在重大未满足医疗需求的严重疾病。公司依托自有专利TORPEDO平台设计小分子降解剂清除致病蛋白，目前拥有多条肿瘤领域研发管线，并与头部制药企业达成战略合作。
LightPath Technologies Inc是一家精密光学组件及组件生产商，主营非球面透镜、红外光学器件、光纤产品等，服务工业自动化、航空航天、国防、医疗成像、电信等领域的全球客户，提供标准及定制化光学解决方案。
CCCC vs LPTH — 直观对比
营收规模更大
LPTH
是对方的1.5倍
$11.0M
营收增速更快
LPTH
高出7.4%
112.8%
净利率更高
LPTH
高出128.4%
-186.0%
两年增速更快
CCCC
近两年复合增速
45.7%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $11.0M | $16.4M |
| 净利润 | $-20.5M | $-9.4M |
| 毛利率 | — | 36.8% |
| 营业利润率 | -210.1% | -52.6% |
| 净利率 | -186.0% | -57.5% |
| 营收同比 | 112.8% | 120.2% |
| 净利润同比 | 40.7% | -260.1% |
| 每股收益（稀释后） | $-0.09 | $-0.20 |
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CCCCLPTH
| Q4 25 | $11.0M | $16.4M | ||
| Q3 25 | $11.2M | $15.1M | ||
| Q2 25 | $6.5M | $12.2M | ||
| Q1 25 | $7.2M | $9.2M | ||
| Q4 24 | $5.2M | $7.4M | ||
| Q3 24 | $15.4M | $8.4M | ||
| Q2 24 | $12.0M | $8.6M | ||
| Q1 24 | $3.0M | $7.7M |
净利润CCCCLPTH
| Q4 25 | $-20.5M | $-9.4M | ||
| Q3 25 | $-32.2M | $-2.9M | ||
| Q2 25 | $-26.0M | $-7.1M | ||
| Q1 25 | $-26.3M | $-3.6M | ||
| Q4 24 | $-34.6M | $-2.6M | ||
| Q3 24 | $-24.7M | $-1.6M | ||
| Q2 24 | $-17.7M | $-2.4M | ||
| Q1 24 | $-28.4M | $-2.6M |
毛利率CCCCLPTH
| Q4 25 | — | 36.8% | ||
| Q3 25 | — | 29.8% | ||
| Q2 25 | — | 22.0% | ||
| Q1 25 | — | 29.1% | ||
| Q4 24 | — | 26.0% | ||
| Q3 24 | — | 33.9% | ||
| Q2 24 | — | 29.2% | ||
| Q1 24 | — | 20.9% |
营业利润率CCCCLPTH
| Q4 25 | -210.1% | -52.6% | ||
| Q3 25 | -306.4% | -16.6% | ||
| Q2 25 | -441.0% | -38.0% | ||
| Q1 25 | -402.9% | -36.3% | ||
| Q4 24 | -728.4% | -33.5% | ||
| Q3 24 | -183.9% | -16.4% | ||
| Q2 24 | -178.6% | -25.6% | ||
| Q1 24 | -1060.2% | -33.6% |
净利率CCCCLPTH
| Q4 25 | -186.0% | -57.5% | ||
| Q3 25 | -286.4% | -19.2% | ||
| Q2 25 | -402.6% | -57.8% | ||
| Q1 25 | -363.7% | -39.1% | ||
| Q4 24 | -667.8% | -35.2% | ||
| Q3 24 | -160.6% | -19.3% | ||
| Q2 24 | -147.6% | -27.3% | ||
| Q1 24 | -933.2% | -33.7% |
每股收益（稀释后）CCCCLPTH
| Q4 25 | $-0.09 | $-0.20 | ||
| Q3 25 | $-0.44 | $-0.07 | ||
| Q2 25 | $-0.37 | $0.19 | ||
| Q1 25 | $-0.37 | $-0.44 | ||
| Q4 24 | $-0.50 | $-0.07 | ||
| Q3 24 | $-0.35 | $-0.04 | ||
| Q2 24 | $-0.26 | $-0.15 | ||
| Q1 24 | $-0.41 | $-0.07 |
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 | $74.6M | $73.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $256.6M | $77.9M |
| 总资产 | $359.1M | $148.6M |
| 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CCCCLPTH
| Q4 25 | $74.6M | $73.6M | ||
| Q3 25 | $58.8M | — | ||
| Q2 25 | $78.2M | $4.9M | ||
| Q1 25 | $51.3M | — | ||
| Q4 24 | $55.5M | — | ||
| Q3 24 | $59.6M | — | ||
| Q2 24 | $73.1M | — | ||
| Q1 24 | $89.7M | — |
总债务CCCCLPTH
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $535.0K | ||
| Q1 24 | — | $599.4K |
股东权益CCCCLPTH
| Q4 25 | $256.6M | $77.9M | ||
| Q3 25 | $154.4M | $21.4M | ||
| Q2 25 | $174.1M | $15.6M | ||
| Q1 25 | $195.1M | $15.7M | ||
| Q4 24 | $216.0M | $26.7M | ||
| Q3 24 | $242.7M | $29.4M | ||
| Q2 24 | $247.1M | $30.2M | ||
| Q1 24 | $258.3M | $31.7M |
总资产CCCCLPTH
| Q4 25 | $359.1M | $148.6M | ||
| Q3 25 | $265.5M | $87.3M | ||
| Q2 25 | $296.5M | $81.5M | ||
| Q1 25 | $319.5M | $81.4M | ||
| Q4 24 | $349.6M | $45.8M | ||
| Q3 24 | $376.1M | $48.4M | ||
| Q2 24 | $381.1M | $48.1M | ||
| Q1 24 | $398.4M | $49.7M |
负债/权益比CCCCLPTH
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.02× | ||
| Q1 24 | — | 0.02× |
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 | $-22.1M | $2.8M |
| 自由现金流经营现金流 - 资本支出 | — | $2.0M |
| 自由现金流率自由现金流/营收 | — | 12.0% |
| 资本支出强度资本支出/营收 | — | 5.3% |
| 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 | — | $-6.3M |
8季度趋势，按日历期对齐
经营现金流CCCCLPTH
| Q4 25 | $-22.1M | $2.8M | ||
| Q3 25 | $-31.2M | $-1.1M | ||
| Q2 25 | $-12.1M | $-2.6M | ||
| Q1 25 | $-33.3M | $-3.2M | ||
| Q4 24 | $-17.9M | $-737.4K | ||
| Q3 24 | $-24.1M | $-1.7M | ||
| Q2 24 | $-5.0M | $64.7K | ||
| Q1 24 | $-18.1M | $-394.2K |
自由现金流CCCCLPTH
| Q4 25 | — | $2.0M | ||
| Q3 25 | $-31.6M | $-1.2M | ||
| Q2 25 | — | $-3.3M | ||
| Q1 25 | — | $-3.7M | ||
| Q4 24 | $-17.9M | $-817.8K | ||
| Q3 24 | $-24.1M | $-1.8M | ||
| Q2 24 | $-5.2M | $-225.5K | ||
| Q1 24 | — | $-802.5K |
自由现金流率CCCCLPTH
| Q4 25 | — | 12.0% | ||
| Q3 25 | -281.5% | -8.1% | ||
| Q2 25 | — | -27.3% | ||
| Q1 25 | — | -40.0% | ||
| Q4 24 | -346.5% | -11.0% | ||
| Q3 24 | -157.2% | -21.2% | ||
| Q2 24 | -43.1% | -2.6% | ||
| Q1 24 | — | -10.4% |
资本支出强度CCCCLPTH
| Q4 25 | — | 5.3% | ||
| Q3 25 | 3.7% | 0.5% | ||
| Q2 25 | — | 5.6% | ||
| Q1 25 | — | 4.6% | ||
| Q4 24 | 0.1% | 1.1% | ||
| Q3 24 | 0.1% | 0.9% | ||
| Q2 24 | 1.6% | 3.4% | ||
| Q1 24 | 0.0% | 5.3% |
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
CCCC
暂无分部数据
LPTH
| Other | $7.9M | 48% |
| Infrared Components | $5.0M | 31% |
| Visible Components | $3.4M | 21% |
