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CODEXIS, INC.(CDXS)与NEWMARKET CORP(NEU)财务数据对比。点击上方公司名可切换其他公司
NEWMARKET CORP的季度营收约是CODEXIS, INC.的17.2倍($669.7M vs $38.9M)。CODEXIS, INC.净利率更高(24.7% vs 17.6%,领先7.0%)。CODEXIS, INC.同比增速更快(81.3% vs -4.5%)。过去两年CODEXIS, INC.的营收复合增速更高(51.0% vs -2.9%)
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。
Newmarket Corporation是美国上市企业,主营业务服务于石油添加剂行业,总部位于弗吉尼亚州里士满,业务布局覆盖北美、拉美、欧洲、中东及亚太地区,其前身为1887年成立的阿尔伯马尔造纸制造公司。
CDXS vs NEU — 直观对比
营收规模更大
NEU
是对方的17.2倍
$38.9M
营收增速更快
CDXS
高出85.8%
-4.5%
净利率更高
CDXS
高出7.0%
17.6%
两年增速更快
CDXS
近两年复合增速
-2.9%
损益表 — Q4 2025 vs Q1 2026
| 指标 | ||
|---|---|---|
| 营收 | $38.9M | $669.7M |
| 净利润 | $9.6M | $118.1M |
| 毛利率 | 94.8% | 33.0% |
| 营业利润率 | 27.1% | 21.4% |
| 净利率 | 24.7% | 17.6% |
| 营收同比 | 81.3% | -4.5% |
| 净利润同比 | 192.5% | -6.3% |
| 每股收益(稀释后) | $0.13 | $12.62 |
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
CDXS
NEU
| Q1 26 | — | $669.7M | ||
| Q4 25 | $38.9M | $635.4M | ||
| Q3 25 | $8.6M | $690.3M | ||
| Q2 25 | $15.3M | $698.5M | ||
| Q1 25 | $7.5M | $700.9M | ||
| Q4 24 | $21.5M | $654.6M | ||
| Q3 24 | $12.8M | $724.9M | ||
| Q2 24 | $8.0M | $710.2M |
净利润
CDXS
NEU
| Q1 26 | — | $118.1M | ||
| Q4 25 | $9.6M | $81.3M | ||
| Q3 25 | $-19.6M | $100.3M | ||
| Q2 25 | $-13.3M | $111.2M | ||
| Q1 25 | $-20.7M | $125.9M | ||
| Q4 24 | $-10.4M | $110.7M | ||
| Q3 24 | $-20.6M | $132.3M | ||
| Q2 24 | $-22.8M | $111.6M |
毛利率
CDXS
NEU
| Q1 26 | — | 33.0% | ||
| Q4 25 | 94.8% | 30.0% | ||
| Q3 25 | 71.3% | 30.4% | ||
| Q2 25 | 86.3% | 31.6% | ||
| Q1 25 | 63.8% | 33.7% | ||
| Q4 24 | 83.0% | 31.7% | ||
| Q3 24 | 66.4% | 33.6% | ||
| Q2 24 | 56.6% | 30.8% |
营业利润率
CDXS
NEU
| Q1 26 | — | 21.4% | ||
| Q4 25 | 27.1% | 17.3% | ||
| Q3 25 | -220.3% | 18.9% | ||
| Q2 25 | -83.9% | 20.5% | ||
| Q1 25 | -271.6% | 22.8% | ||
| Q4 24 | -34.2% | 20.3% | ||
| Q3 24 | -129.0% | 23.4% | ||
| Q2 24 | -284.9% | 20.7% |
净利率
CDXS
NEU
| Q1 26 | — | 17.6% | ||
| Q4 25 | 24.7% | 12.8% | ||
| Q3 25 | -228.1% | 14.5% | ||
| Q2 25 | -86.6% | 15.9% | ||
| Q1 25 | -274.3% | 18.0% | ||
| Q4 24 | -48.4% | 16.9% | ||
| Q3 24 | -160.8% | 18.3% | ||
| Q2 24 | -285.2% | 15.7% |
每股收益(稀释后)
CDXS
NEU
| Q1 26 | — | $12.62 | ||
| Q4 25 | $0.13 | $8.67 | ||
| Q3 25 | $-0.22 | $10.67 | ||
| Q2 25 | $-0.16 | $11.84 | ||
| Q1 25 | $-0.25 | $13.26 | ||
| Q4 24 | $-0.12 | $11.57 | ||
| Q3 24 | $-0.29 | $13.79 | ||
| Q2 24 | $-0.32 | $11.63 |
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 | $73.2M |
| 总债务越低越好 | $40.1M | $939.6M |
| 股东权益账面价值 | $50.5M | $1.7B |
| 总资产 | $147.8M | $3.5B |
| 负债/权益比越低杠杆越低 | 0.79× | 0.54× |
8季度趋势,按日历期对齐
现金及短期投资
CDXS
NEU
| Q1 26 | — | $73.2M | ||
| Q4 25 | $78.2M | $77.6M | ||
| Q3 25 | $58.7M | $102.5M | ||
| Q2 25 | $66.3M | $70.3M | ||
| Q1 25 | $59.8M | $118.3M | ||
| Q4 24 | $73.5M | $77.5M | ||
| Q3 24 | $90.3M | $80.3M | ||
| Q2 24 | $73.2M | $87.6M |
总债务
CDXS
NEU
| Q1 26 | — | $939.6M | ||
| Q4 25 | $40.1M | $883.4M | ||
| Q3 25 | $39.7M | $783.1M | ||
| Q2 25 | $39.4M | $841.8M | ||
| Q1 25 | $29.2M | $990.6M | ||
| Q4 24 | $28.9M | $971.3M | ||
| Q3 24 | $28.6M | $1.1B | ||
| Q2 24 | $28.4M | $1.2B |
股东权益
CDXS
NEU
| Q1 26 | — | $1.7B | ||
| Q4 25 | $50.5M | $1.8B | ||
| Q3 25 | $38.5M | $1.7B | ||
| Q2 25 | $55.6M | $1.6B | ||
| Q1 25 | $49.6M | $1.5B | ||
| Q4 24 | $66.9M | $1.5B | ||
| Q3 24 | $73.4M | $1.4B | ||
| Q2 24 | $61.4M | $1.2B |
总资产
CDXS
NEU
| Q1 26 | — | $3.5B | ||
| Q4 25 | $147.8M | $3.5B | ||
| Q3 25 | $124.0M | $3.2B | ||
| Q2 25 | $138.2M | $3.2B | ||
| Q1 25 | $128.9M | $3.2B | ||
| Q4 24 | $149.0M | $3.1B | ||
| Q3 24 | $148.2M | $3.2B | ||
| Q2 24 | $132.0M | $3.2B |
负债/权益比
CDXS
NEU
| Q1 26 | — | 0.54× | ||
| Q4 25 | 0.79× | 0.50× | ||
| Q3 25 | 1.03× | 0.46× | ||
| Q2 25 | 0.71× | 0.52× | ||
| Q1 25 | 0.59× | 0.65× | ||
| Q4 24 | 0.43× | 0.66× | ||
| Q3 24 | 0.39× | 0.80× | ||
| Q2 24 | 0.46× | 0.95× |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $19.6M | — |
| 自由现金流率自由现金流/营收 | 50.3% | — |
| 资本支出强度资本支出/营收 | 1.3% | 3.6% |
| 现金转化率经营现金流/净利润 | 2.09× | — |
| 过去12个月自由现金流最近4个季度 | $-23.8M | — |
8季度趋势,按日历期对齐
经营现金流
CDXS
NEU
| Q1 26 | — | — | ||
| Q4 25 | $20.1M | $145.2M | ||
| Q3 25 | $-7.7M | $142.4M | ||
| Q2 25 | $-18.0M | $161.1M | ||
| Q1 25 | $-13.8M | $120.3M | ||
| Q4 24 | $-16.5M | $185.2M | ||
| Q3 24 | $-13.0M | $116.6M | ||
| Q2 24 | $-12.2M | $115.0M |
自由现金流
CDXS
NEU
| Q1 26 | — | — | ||
| Q4 25 | $19.6M | $117.2M | ||
| Q3 25 | $-7.9M | $122.1M | ||
| Q2 25 | $-20.5M | $144.8M | ||
| Q1 25 | $-15.1M | $107.3M | ||
| Q4 24 | $-18.2M | $170.6M | ||
| Q3 24 | $-14.0M | $102.4M | ||
| Q2 24 | $-12.6M | $100.0M |
自由现金流率
CDXS
NEU
| Q1 26 | — | — | ||
| Q4 25 | 50.3% | 18.4% | ||
| Q3 25 | -91.7% | 17.7% | ||
| Q2 25 | -133.6% | 20.7% | ||
| Q1 25 | -199.6% | 15.3% | ||
| Q4 24 | -85.0% | 26.1% | ||
| Q3 24 | -109.0% | 14.1% | ||
| Q2 24 | -157.5% | 14.1% |
资本支出强度
CDXS
NEU
| Q1 26 | — | 3.6% | ||
| Q4 25 | 1.3% | 4.4% | ||
| Q3 25 | 2.1% | 2.9% | ||
| Q2 25 | 16.4% | 2.3% | ||
| Q1 25 | 16.7% | 1.9% | ||
| Q4 24 | 8.3% | 2.2% | ||
| Q3 24 | 7.8% | 2.0% | ||
| Q2 24 | 5.0% | 2.1% |
现金转化率
CDXS
NEU
| Q1 26 | — | — | ||
| Q4 25 | 2.09× | 1.79× | ||
| Q3 25 | — | 1.42× | ||
| Q2 25 | — | 1.45× | ||
| Q1 25 | — | 0.96× | ||
| Q4 24 | — | 1.67× | ||
| Q3 24 | — | 0.88× | ||
| Q2 24 | — | 1.03× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图