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CODEXIS, INC.（CDXS）与国际香精香料（IFF）财务数据对比。点击上方公司名可切换其他公司
国际香精香料的季度营收约是CODEXIS, INC.的66.5倍（$2.6B vs $38.9M）。CODEXIS, INC.净利率更高（24.7% vs 0.2%，领先24.5%）。CODEXIS, INC.同比增速更快（81.3% vs -6.6%）。国际香精香料自由现金流更多（$130.0M vs $19.6M）。过去两年CODEXIS, INC.的营收复合增速更高（51.0% vs -5.5%）
科迪西斯是一家专注于蛋白质工程的企业，核心业务是开发可应用于制药、食品及医疗领域的酶制剂，依托自身技术优势为相关行业提供高性能的生物催化解决方案，助力生命科学与食品加工领域的技术升级。
国际香精香料（IFF）是美国知名企业，业务覆盖风味、质感、香氛、营养、酶制剂、菌种、大豆蛋白、益生菌等多品类产品研发，产品行销全球。公司总部位于纽约，在44个国家设有创意、销售及生产基地，是标普500指数成分股企业。
CDXS vs IFF — 直观对比
营收规模更大
IFF
是对方的66.5倍
$38.9M
营收增速更快
CDXS
高出87.9%
-6.6%
净利率更高
CDXS
高出24.5%
0.2%
自由现金流更多
IFF
多$110.4M
$19.6M
两年增速更快
CDXS
近两年复合增速
-5.5%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $38.9M | $2.6B |
| 净利润 | $9.6M | $5.0M |
| 毛利率 | 94.8% | 34.4% |
| 营业利润率 | 27.1% | 3.7% |
| 净利率 | 24.7% | 0.2% |
| 营收同比 | 81.3% | -6.6% |
| 净利润同比 | 192.5% | 110.9% |
| 每股收益（稀释后） | $0.13 | $0.03 |
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CDXSIFF
| Q4 25 | $38.9M | $2.6B | ||
| Q3 25 | $8.6M | $2.7B | ||
| Q2 25 | $15.3M | $2.8B | ||
| Q1 25 | $7.5M | $2.8B | ||
| Q4 24 | $21.5M | $2.8B | ||
| Q3 24 | $12.8M | $2.9B | ||
| Q2 24 | $8.0M | $2.9B | ||
| Q1 24 | $17.1M | $2.9B |
净利润CDXSIFF
| Q4 25 | $9.6M | $5.0M | ||
| Q3 25 | $-19.6M | $40.0M | ||
| Q2 25 | $-13.3M | $612.0M | ||
| Q1 25 | $-20.7M | $-1.0B | ||
| Q4 24 | $-10.4M | $-46.0M | ||
| Q3 24 | $-20.6M | $59.0M | ||
| Q2 24 | $-22.8M | $170.0M | ||
| Q1 24 | $-11.5M | $60.0M |
毛利率CDXSIFF
| Q4 25 | 94.8% | 34.4% | ||
| Q3 25 | 71.3% | 36.5% | ||
| Q2 25 | 86.3% | 37.3% | ||
| Q1 25 | 63.8% | 36.4% | ||
| Q4 24 | 83.0% | 35.4% | ||
| Q3 24 | 66.4% | 36.0% | ||
| Q2 24 | 56.6% | 37.0% | ||
| Q1 24 | 71.6% | 35.3% |
营业利润率CDXSIFF
| Q4 25 | 27.1% | 3.7% | ||
| Q3 25 | -220.3% | 8.4% | ||
| Q2 25 | -83.9% | 7.2% | ||
| Q1 25 | -271.6% | -31.8% | ||
| Q4 24 | -34.2% | 4.6% | ||
| Q3 24 | -129.0% | 8.5% | ||
| Q2 24 | -284.9% | 6.6% | ||
| Q1 24 | -69.6% | 6.9% |
净利率CDXSIFF
| Q4 25 | 24.7% | 0.2% | ||
| Q3 25 | -228.1% | 1.5% | ||
| Q2 25 | -86.6% | 22.1% | ||
| Q1 25 | -274.3% | -35.8% | ||
| Q4 24 | -48.4% | -1.7% | ||
| Q3 24 | -160.8% | 2.0% | ||
| Q2 24 | -285.2% | 5.9% | ||
| Q1 24 | -67.4% | 2.1% |
每股收益（稀释后）CDXSIFF
| Q4 25 | $0.13 | $0.03 | ||
| Q3 25 | $-0.22 | $0.16 | ||
| Q2 25 | $-0.16 | $2.38 | ||
| Q1 25 | $-0.25 | $-3.98 | ||
| Q4 24 | $-0.12 | $-0.17 | ||
| Q3 24 | $-0.29 | $0.23 | ||
| Q2 24 | $-0.32 | $0.66 | ||
| Q1 24 | $-0.16 | $0.23 |
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 | $78.2M | $590.0M |
| 总债务越低越好 | $40.1M | $5.6B |
| 股东权益账面价值 | $50.5M | $14.2B |
| 总资产 | $147.8M | $25.5B |
| 负债/权益比越低杠杆越低 | 0.79× | 0.40× |
8季度趋势，按日历期对齐
现金及短期投资CDXSIFF
| Q4 25 | $78.2M | $590.0M | ||
| Q3 25 | $58.7M | $621.0M | ||
| Q2 25 | $66.3M | $816.0M | ||
| Q1 25 | $59.8M | $613.0M | ||
| Q4 24 | $73.5M | $469.0M | ||
| Q3 24 | $90.3M | $567.0M | ||
| Q2 24 | $73.2M | $671.0M | ||
| Q1 24 | $85.5M | $732.0M |
总债务CDXSIFF
| Q4 25 | $40.1M | $5.6B | ||
| Q3 25 | $39.7M | — | ||
| Q2 25 | $39.4M | — | ||
| Q1 25 | $29.2M | — | ||
| Q4 24 | $28.9M | $8.9B | ||
| Q3 24 | $28.6M | — | ||
| Q2 24 | $28.4M | — | ||
| Q1 24 | $28.1M | — |
股东权益CDXSIFF
| Q4 25 | $50.5M | $14.2B | ||
| Q3 25 | $38.5M | $14.2B | ||
| Q2 25 | $55.6M | $14.4B | ||
| Q1 25 | $49.6M | $13.2B | ||
| Q4 24 | $66.9M | $13.9B | ||
| Q3 24 | $73.4M | $14.8B | ||
| Q2 24 | $61.4M | $14.3B | ||
| Q1 24 | $79.3M | $14.3B |
总资产CDXSIFF
| Q4 25 | $147.8M | $25.5B | ||
| Q3 25 | $124.0M | $25.8B | ||
| Q2 25 | $138.2M | $26.1B | ||
| Q1 25 | $128.9M | $28.3B | ||
| Q4 24 | $149.0M | $28.7B | ||
| Q3 24 | $148.2M | $29.9B | ||
| Q2 24 | $132.0M | $29.5B | ||
| Q1 24 | $149.6M | $30.6B |
负债/权益比CDXSIFF
| Q4 25 | 0.79× | 0.40× | ||
| Q3 25 | 1.03× | — | ||
| Q2 25 | 0.71× | — | ||
| Q1 25 | 0.59× | — | ||
| Q4 24 | 0.43× | 0.64× | ||
| Q3 24 | 0.39× | — | ||
| Q2 24 | 0.46× | — | ||
| Q1 24 | 0.35× | — |
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 | $20.1M | $318.0M |
| 自由现金流经营现金流 - 资本支出 | $19.6M | $130.0M |
| 自由现金流率自由现金流/营收 | 50.3% | 5.0% |
| 资本支出强度资本支出/营收 | 1.3% | 7.3% |
| 现金转化率经营现金流/净利润 | 2.09× | 63.60× |
| 过去12个月自由现金流最近4个季度 | $-23.8M | $256.0M |
8季度趋势，按日历期对齐
经营现金流CDXSIFF
| Q4 25 | $20.1M | $318.0M | ||
| Q3 25 | $-7.7M | $164.0M | ||
| Q2 25 | $-18.0M | $241.0M | ||
| Q1 25 | $-13.8M | $127.0M | ||
| Q4 24 | $-16.5M | $368.0M | ||
| Q3 24 | $-13.0M | $366.0M | ||
| Q2 24 | $-12.2M | $237.0M | ||
| Q1 24 | $-7.8M | $99.0M |
自由现金流CDXSIFF
| Q4 25 | $19.6M | $130.0M | ||
| Q3 25 | $-7.9M | $32.0M | ||
| Q2 25 | $-20.5M | $146.0M | ||
| Q1 25 | $-15.1M | $-52.0M | ||
| Q4 24 | $-18.2M | $208.0M | ||
| Q3 24 | $-14.0M | $263.0M | ||
| Q2 24 | $-12.6M | $155.0M | ||
| Q1 24 | $-8.9M | $-19.0M |
自由现金流率CDXSIFF
| Q4 25 | 50.3% | 5.0% | ||
| Q3 25 | -91.7% | 1.2% | ||
| Q2 25 | -133.6% | 5.3% | ||
| Q1 25 | -199.6% | -1.8% | ||
| Q4 24 | -85.0% | 7.5% | ||
| Q3 24 | -109.0% | 9.0% | ||
| Q2 24 | -157.5% | 5.4% | ||
| Q1 24 | -52.2% | -0.7% |
资本支出强度CDXSIFF
| Q4 25 | 1.3% | 7.3% | ||
| Q3 25 | 2.1% | 4.9% | ||
| Q2 25 | 16.4% | 3.4% | ||
| Q1 25 | 16.7% | 6.3% | ||
| Q4 24 | 8.3% | 5.8% | ||
| Q3 24 | 7.8% | 3.5% | ||
| Q2 24 | 5.0% | 2.8% | ||
| Q1 24 | 6.6% | 4.1% |
现金转化率CDXSIFF
| Q4 25 | 2.09× | 63.60× | ||
| Q3 25 | — | 4.10× | ||
| Q2 25 | — | 0.39× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 6.20× | ||
| Q2 24 | — | 1.39× | ||
| Q1 24 | — | 1.65× |
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
CDXS
暂无分部数据
IFF
| Food Ingredients | $802.0M | 31% |
| Scent | $610.0M | 24% |
| Other | $589.0M | 23% |
| Taste | $588.0M | 23% |
