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CODEXIS, INC.（CDXS）与RECURSION PHARMACEUTICALS, INC.（RXRX）财务数据对比。点击上方公司名可切换其他公司
CODEXIS, INC.的季度营收约是RECURSION PHARMACEUTICALS, INC.的1.1倍（$38.9M vs $35.5M），CODEXIS, INC.净利率更高（24.7% vs -304.2%，领先328.9%），RECURSION PHARMACEUTICALS, INC.同比增速更快（681.7% vs 81.3%），CODEXIS, INC.自由现金流更多（$19.6M vs $-47.3M），过去两年RECURSION PHARMACEUTICALS, INC.的营收复合增速更高（60.5% vs 51.0%）
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。
Recursion Pharmaceuticals是一家临床阶段生物技术企业，依托人工智能技术和高通量生物实验体系，开发针对罕见病、肿瘤、炎症性疾病等领域未满足医疗需求的创新疗法，核心市场覆盖北美，与全球多家生物制药企业合作推进在研管线落地。
CDXS vs RXRX — 直观对比
营收规模更大
CDXS
是对方的1.1倍
$35.5M
营收增速更快
RXRX
高出600.4%
81.3%
净利率更高
CDXS
高出328.9%
-304.2%
自由现金流更多
CDXS
多$66.9M
$-47.3M
两年增速更快
RXRX
近两年复合增速
51.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $38.9M | $35.5M |
| 净利润 | $9.6M | $-108.1M |
| 毛利率 | 94.8% | 59.8% |
| 营业利润率 | 27.1% | -304.8% |
| 净利率 | 24.7% | -304.2% |
| 营收同比 | 81.3% | 681.7% |
| 净利润同比 | 192.5% | 39.6% |
| 每股收益（稀释后） | $0.13 | $-0.17 |
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CDXSRXRX
| Q4 25 | $38.9M | $35.5M | ||
| Q3 25 | $8.6M | $5.2M | ||
| Q2 25 | $15.3M | $19.2M | ||
| Q1 25 | $7.5M | $14.7M | ||
| Q4 24 | $21.5M | $4.5M | ||
| Q3 24 | $12.8M | $26.1M | ||
| Q2 24 | $8.0M | $14.4M | ||
| Q1 24 | $17.1M | $13.8M |
净利润CDXSRXRX
| Q4 25 | $9.6M | $-108.1M | ||
| Q3 25 | $-19.6M | $-162.3M | ||
| Q2 25 | $-13.3M | $-171.9M | ||
| Q1 25 | $-20.7M | $-202.5M | ||
| Q4 24 | $-10.4M | $-178.9M | ||
| Q3 24 | $-20.6M | $-95.8M | ||
| Q2 24 | $-22.8M | $-97.5M | ||
| Q1 24 | $-11.5M | $-91.4M |
毛利率CDXSRXRX
| Q4 25 | 94.8% | 59.8% | ||
| Q3 25 | 71.3% | -183.8% | ||
| Q2 25 | 86.3% | -4.9% | ||
| Q1 25 | 63.8% | -48.0% | ||
| Q4 24 | 83.0% | -181.4% | ||
| Q3 24 | 66.4% | 53.7% | ||
| Q2 24 | 56.6% | 36.2% | ||
| Q1 24 | 71.6% | 19.1% |
营业利润率CDXSRXRX
| Q4 25 | 27.1% | -304.8% | ||
| Q3 25 | -220.3% | -3327.6% | ||
| Q2 25 | -83.9% | -916.8% | ||
| Q1 25 | -271.6% | -1297.9% | ||
| Q4 24 | -34.2% | -4042.4% | ||
| Q3 24 | -129.0% | -377.1% | ||
| Q2 24 | -284.9% | -697.4% | ||
| Q1 24 | -69.6% | -698.4% |
净利率CDXSRXRX
| Q4 25 | 24.7% | -304.2% | ||
| Q3 25 | -228.1% | -3135.3% | ||
| Q2 25 | -86.6% | -894.2% | ||
| Q1 25 | -274.3% | -1373.3% | ||
| Q4 24 | -48.4% | -3935.5% | ||
| Q3 24 | -160.8% | -367.5% | ||
| Q2 24 | -285.2% | -676.6% | ||
| Q1 24 | -67.4% | -662.4% |
每股收益（稀释后）CDXSRXRX
| Q4 25 | $0.13 | $-0.17 | ||
| Q3 25 | $-0.22 | $-0.36 | ||
| Q2 25 | $-0.16 | $-0.41 | ||
| Q1 25 | $-0.25 | $-0.50 | ||
| Q4 24 | $-0.12 | $-0.56 | ||
| Q3 24 | $-0.29 | $-0.34 | ||
| Q2 24 | $-0.32 | $-0.40 | ||
| Q1 24 | $-0.16 | $-0.39 |
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 | $743.3M |
| 总债务越低越好 | $40.1M | $9.6M |
| 股东权益账面价值 | $50.5M | $1.1B |
| 总资产 | $147.8M | $1.5B |
| 负债/权益比越低杠杆越低 | 0.79× | 0.01× |
8季度趋势，按日历期对齐
现金及短期投资CDXSRXRX
| Q4 25 | $78.2M | $743.3M | ||
| Q3 25 | $58.7M | $659.8M | ||
| Q2 25 | $66.3M | $525.1M | ||
| Q1 25 | $59.8M | $500.5M | ||
| Q4 24 | $73.5M | $594.4M | ||
| Q3 24 | $90.3M | $427.6M | ||
| Q2 24 | $73.2M | $474.3M | ||
| Q1 24 | $85.5M | $296.3M |
总债务CDXSRXRX
| Q4 25 | $40.1M | $9.6M | ||
| Q3 25 | $39.7M | $11.9M | ||
| Q2 25 | $39.4M | $14.2M | ||
| Q1 25 | $29.2M | $16.4M | ||
| Q4 24 | $28.9M | $19.0M | ||
| Q3 24 | $28.6M | $20.5M | ||
| Q2 24 | $28.4M | $22.9M | ||
| Q1 24 | $28.1M | — |
股东权益CDXSRXRX
| Q4 25 | $50.5M | $1.1B | ||
| Q3 25 | $38.5M | $1.0B | ||
| Q2 25 | $55.6M | $919.1M | ||
| Q1 25 | $49.6M | $933.9M | ||
| Q4 24 | $66.9M | $1.0B | ||
| Q3 24 | $73.4M | $524.6M | ||
| Q2 24 | $61.4M | $584.4M | ||
| Q1 24 | $79.3M | $401.2M |
总资产CDXSRXRX
| Q4 25 | $147.8M | $1.5B | ||
| Q3 25 | $124.0M | $1.4B | ||
| Q2 25 | $138.2M | $1.3B | ||
| Q1 25 | $128.9M | $1.3B | ||
| Q4 24 | $149.0M | $1.4B | ||
| Q3 24 | $148.2M | $726.5M | ||
| Q2 24 | $132.0M | $775.9M | ||
| Q1 24 | $149.6M | $557.8M |
负债/权益比CDXSRXRX
| Q4 25 | 0.79× | 0.01× | ||
| Q3 25 | 1.03× | 0.01× | ||
| Q2 25 | 0.71× | 0.02× | ||
| Q1 25 | 0.59× | 0.02× | ||
| Q4 24 | 0.43× | 0.02× | ||
| Q3 24 | 0.39× | 0.04× | ||
| Q2 24 | 0.46× | 0.04× | ||
| 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 | $-46.1M |
| 自由现金流经营现金流 - 资本支出 | $19.6M | $-47.3M |
| 自由现金流率自由现金流/营收 | 50.3% | -133.1% |
| 资本支出强度资本支出/营收 | 1.3% | 3.5% |
| 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 | $-378.3M |
8季度趋势，按日历期对齐
经营现金流CDXSRXRX
| Q4 25 | $20.1M | $-46.1M | ||
| Q3 25 | $-7.7M | $-117.4M | ||
| Q2 25 | $-18.0M | $-76.4M | ||
| Q1 25 | $-13.8M | $-132.0M | ||
| Q4 24 | $-16.5M | $-115.4M | ||
| Q3 24 | $-13.0M | $-59.2M | ||
| Q2 24 | $-12.2M | $-82.2M | ||
| Q1 24 | $-7.8M | $-102.3M |
自由现金流CDXSRXRX
| Q4 25 | $19.6M | $-47.3M | ||
| Q3 25 | $-7.9M | $-117.6M | ||
| Q2 25 | $-20.5M | $-79.6M | ||
| Q1 25 | $-15.1M | $-133.8M | ||
| Q4 24 | $-18.2M | $-116.7M | ||
| Q3 24 | $-14.0M | $-63.8M | ||
| Q2 24 | $-12.6M | $-83.4M | ||
| Q1 24 | $-8.9M | $-109.0M |
自由现金流率CDXSRXRX
| Q4 25 | 50.3% | -133.1% | ||
| Q3 25 | -91.7% | -2272.5% | ||
| Q2 25 | -133.6% | -413.9% | ||
| Q1 25 | -199.6% | -907.4% | ||
| Q4 24 | -85.0% | -2567.7% | ||
| Q3 24 | -109.0% | -244.6% | ||
| Q2 24 | -157.5% | -578.5% | ||
| Q1 24 | -52.2% | -789.9% |
资本支出强度CDXSRXRX
| Q4 25 | 1.3% | 3.5% | ||
| Q3 25 | 2.1% | 4.7% | ||
| Q2 25 | 16.4% | 16.4% | ||
| Q1 25 | 16.7% | 12.4% | ||
| Q4 24 | 8.3% | 28.6% | ||
| Q3 24 | 7.8% | 17.5% | ||
| Q2 24 | 5.0% | 8.2% | ||
| Q1 24 | 6.6% | 48.2% |
现金转化率CDXSRXRX
| Q4 25 | 2.09× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
