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Church & Dwight（CHD）与GENMAB A/S（GMAB）财务数据对比。点击上方公司名可切换其他公司
Church & Dwight的季度营收约是GENMAB A/S的1.8倍（$1.6B vs $925.0M），GENMAB A/S净利率更高（36.3% vs 8.7%，领先27.6%），GENMAB A/S同比增速更快（18.7% vs 3.9%）
Church & Dwight是美国知名消费品企业，成立于1847年，总部位于新泽西州尤因。公司主营个人护理、家居用品及特色产品，旗下拥有Arm & Hammer、Trojan、OxiClean等知名品牌，2022年全年营收达54亿美元。
Genmab A/S是丹麦生物技术企业，1999年2月由原BankInvest生物医药风险基金董事总经理Florian Schönharting创立，总部位于丹麦哥本哈根，在荷兰乌得勒支、美国新泽西州普林斯顿、日本东京、德国慕尼黑及中国苏州均设有子公司，深耕生物科技领域的研发与运营。
CHD vs GMAB — 直观对比
营收规模更大
CHD
是对方的1.8倍
$925.0M
营收增速更快
GMAB
高出14.8%
3.9%
净利率更高
GMAB
高出27.6%
8.7%
损益表 — Q4 FY2025 vs Q2 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.6B | $925.0M |
| 净利润 | $143.5M | $336.0M |
| 毛利率 | 45.8% | 93.8% |
| 营业利润率 | 16.2% | 38.9% |
| 净利率 | 8.7% | 36.3% |
| 营收同比 | 3.9% | 18.7% |
| 净利润同比 | -24.2% | 65.5% |
| 每股收益（稀释后） | $0.60 | $5.42 |
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CHDGMAB
| Q4 25 | $1.6B | — | ||
| Q3 25 | $1.6B | — | ||
| Q2 25 | $1.5B | $925.0M | ||
| Q1 25 | $1.5B | — | ||
| Q4 24 | $1.6B | — | ||
| Q3 24 | $1.5B | — | ||
| Q2 24 | $1.5B | $779.0M | ||
| Q1 24 | $1.5B | — |
净利润CHDGMAB
| Q4 25 | $143.5M | — | ||
| Q3 25 | $182.2M | — | ||
| Q2 25 | $191.0M | $336.0M | ||
| Q1 25 | $220.1M | — | ||
| Q4 24 | $189.2M | — | ||
| Q3 24 | $-75.1M | — | ||
| Q2 24 | $243.5M | $203.0M | ||
| Q1 24 | $227.7M | — |
毛利率CHDGMAB
| Q4 25 | 45.8% | — | ||
| Q3 25 | 45.1% | — | ||
| Q2 25 | 43.0% | 93.8% | ||
| Q1 25 | 45.0% | — | ||
| Q4 24 | 44.7% | — | ||
| Q3 24 | 45.2% | — | ||
| Q2 24 | 47.1% | 96.4% | ||
| Q1 24 | 45.7% | — |
营业利润率CHDGMAB
| Q4 25 | 16.2% | — | ||
| Q3 25 | 16.1% | — | ||
| Q2 25 | 17.4% | 38.9% | ||
| Q1 25 | 20.1% | — | ||
| Q4 24 | 16.2% | — | ||
| Q3 24 | -6.1% | — | ||
| Q2 24 | 22.3% | 30.3% | ||
| Q1 24 | 20.3% | — |
净利率CHDGMAB
| Q4 25 | 8.7% | — | ||
| Q3 25 | 11.5% | — | ||
| Q2 25 | 12.7% | 36.3% | ||
| Q1 25 | 15.0% | — | ||
| Q4 24 | 12.0% | — | ||
| Q3 24 | -5.0% | — | ||
| Q2 24 | 16.1% | 26.1% | ||
| Q1 24 | 15.1% | — |
每股收益（稀释后）CHDGMAB
| Q4 25 | $0.60 | — | ||
| Q3 25 | $0.75 | — | ||
| Q2 25 | $0.78 | $5.42 | ||
| Q1 25 | $0.89 | — | ||
| Q4 24 | $0.76 | — | ||
| Q3 24 | $-0.31 | — | ||
| Q2 24 | $0.99 | $3.13 | ||
| Q1 24 | $0.93 | — |
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 | $409.0M | $1.3B |
| 总债务越低越好 | $2.2B | — |
| 股东权益账面价值 | $4.0B | $5.3B |
| 总资产 | $8.9B | $6.5B |
| 负债/权益比越低杠杆越低 | 0.55× | — |
8季度趋势，按日历期对齐
现金及短期投资CHDGMAB
| Q4 25 | $409.0M | — | ||
| Q3 25 | $305.3M | — | ||
| Q2 25 | $923.2M | $1.3B | ||
| Q1 25 | $1.1B | — | ||
| Q4 24 | $964.1M | — | ||
| Q3 24 | $752.1M | — | ||
| Q2 24 | $491.7M | $622.0M | ||
| Q1 24 | $349.7M | — |
总债务CHDGMAB
| Q4 25 | $2.2B | — | ||
| Q3 25 | $2.2B | — | ||
| Q2 25 | $2.2B | — | ||
| Q1 25 | $2.2B | — | ||
| Q4 24 | $2.2B | — | ||
| Q3 24 | $2.2B | — | ||
| Q2 24 | $2.2B | — | ||
| Q1 24 | $2.2B | — |
股东权益CHDGMAB
| Q4 25 | $4.0B | — | ||
| Q3 25 | $4.2B | — | ||
| Q2 25 | $4.4B | $5.3B | ||
| Q1 25 | $4.6B | — | ||
| Q4 24 | $4.4B | — | ||
| Q3 24 | $4.2B | — | ||
| Q2 24 | $4.3B | $4.4B | ||
| Q1 24 | $4.1B | — |
总资产CHDGMAB
| Q4 25 | $8.9B | — | ||
| Q3 25 | $9.1B | — | ||
| Q2 25 | $8.8B | $6.5B | ||
| Q1 25 | $9.0B | — | ||
| Q4 24 | $8.9B | — | ||
| Q3 24 | $8.7B | — | ||
| Q2 24 | $8.8B | $5.6B | ||
| Q1 24 | $8.6B | — |
负债/权益比CHDGMAB
| Q4 25 | 0.55× | — | ||
| Q3 25 | 0.52× | — | ||
| Q2 25 | 0.50× | — | ||
| Q1 25 | 0.48× | — | ||
| Q4 24 | 0.51× | — | ||
| Q3 24 | 0.53× | — | ||
| Q2 24 | 0.51× | — | ||
| Q1 24 | 0.54× | — |
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 | — | $349.0M |
| 自由现金流经营现金流 - 资本支出 | — | $327.0M |
| 自由现金流率自由现金流/营收 | — | 35.4% |
| 资本支出强度资本支出/营收 | 3.4% | 2.4% |
| 现金转化率经营现金流/净利润 | — | 1.04× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流CHDGMAB
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $349.0M | ||
| Q1 25 | — | — | ||
| Q4 24 | $292.3M | — | ||
| Q3 24 | $364.0M | — | ||
| Q2 24 | $236.9M | $438.0M | ||
| Q1 24 | $263.0M | — |
自由现金流CHDGMAB
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $327.0M | ||
| Q1 25 | — | — | ||
| Q4 24 | $237.7M | — | ||
| Q3 24 | $315.4M | — | ||
| Q2 24 | $206.6M | $430.0M | ||
| Q1 24 | $216.7M | — |
自由现金流率CHDGMAB
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 35.4% | ||
| Q1 25 | — | — | ||
| Q4 24 | 15.0% | — | ||
| Q3 24 | 20.9% | — | ||
| Q2 24 | 13.7% | 55.2% | ||
| Q1 24 | 14.4% | — |
资本支出强度CHDGMAB
| Q4 25 | 3.4% | — | ||
| Q3 25 | 1.8% | — | ||
| Q2 25 | 1.5% | 2.4% | ||
| Q1 25 | 1.1% | — | ||
| Q4 24 | 3.5% | — | ||
| Q3 24 | 3.2% | — | ||
| Q2 24 | 2.0% | 1.0% | ||
| Q1 24 | 3.1% | — |
现金转化率CHDGMAB
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 1.04× | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.54× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 0.97× | 2.16× | ||
| Q1 24 | 1.16× | — |
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
CHD
| Household Products | $645.3M | 39% |
| Personal Care Products | $625.9M | 38% |
| Consumer International | $299.8M | 18% |
| Specialty Products Division | $73.2M | 4% |
GMAB
| Darzalex | $638.0M | 69% |
| Kesimpta | $108.0M | 12% |
| Net Product Sales | $101.0M | 11% |
| Other | $28.0M | 3% |
| Tepezza | $20.0M | 2% |
| Reimbursement Revenue | $13.0M | 1% |
| Bio N Tech | $11.0M | 1% |
| Abb Vie | $5.0M | 1% |
| Milestone Revenue | $1.0M | 0% |
