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科睿唯安（CLVT）与PHIBRO ANIMAL HEALTH CORP（PAHC）财务数据对比。点击上方公司名可切换其他公司
科睿唯安的季度营收约是PHIBRO ANIMAL HEALTH CORP的1.6倍（$585.5M vs $373.9M），PHIBRO ANIMAL HEALTH CORP净利率更高（7.3% vs -6.9%，领先14.2%），PHIBRO ANIMAL HEALTH CORP同比增速更快（20.9% vs -1.4%），科睿唯安自由现金流更多（$78.9M vs $8.3M），过去两年PHIBRO ANIMAL HEALTH CORP的营收复合增速更高（19.2% vs -5.1%）
科睿唯安是一家英美合资的上市分析服务企业，主要提供订阅制信息服务，覆盖文献计量、科学计量、商业与市场情报领域，同时为医药、生物科技行业提供专利、监管合规相关的竞争分析，也提供商标保护、域名与品牌保护服务，旗下Web of Science产品系列还负责计算学术期刊的影响因子。
菲宝罗动物保健公司是一家美国动物健康与矿物质营养企业，主营产品涵盖抗菌药、抗球虫药、驱虫药，以及畜禽营养补充剂、疫苗等。公司下设矿物质营养、功能材料、动物健康三大业务板块，收入主要来源于上述板块，业务遍及美国、拉美、加拿大、欧洲、中东、非洲及亚太地区。
CLVT vs PAHC — 直观对比
营收规模更大
CLVT
是对方的1.6倍
$373.9M
营收增速更快
PAHC
高出22.3%
-1.4%
净利率更高
PAHC
高出14.2%
-6.9%
自由现金流更多
CLVT
多$70.6M
$8.3M
两年增速更快
PAHC
近两年复合增速
-5.1%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $585.5M | $373.9M |
| 净利润 | $-40.2M | $27.5M |
| 毛利率 | 67.2% | 35.5% |
| 营业利润率 | 5.2% | 13.5% |
| 净利率 | -6.9% | 7.3% |
| 营收同比 | -1.4% | 20.9% |
| 净利润同比 | 61.3% | 762.1% |
| 每股收益（稀释后） | $-0.06 | $0.67 |
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CLVTPAHC
| Q1 26 | $585.5M | — | ||
| Q4 25 | $617.0M | $373.9M | ||
| Q3 25 | $623.1M | $363.9M | ||
| Q2 25 | $621.4M | $378.7M | ||
| Q1 25 | $593.7M | $347.8M | ||
| Q4 24 | $663.0M | $309.3M | ||
| Q3 24 | $622.2M | $260.4M | ||
| Q2 24 | $650.3M | $273.2M |
净利润CLVTPAHC
| Q1 26 | $-40.2M | — | ||
| Q4 25 | $3.1M | $27.5M | ||
| Q3 25 | $-28.3M | $26.5M | ||
| Q2 25 | $-72.0M | $17.2M | ||
| Q1 25 | $-103.9M | $20.9M | ||
| Q4 24 | $-191.8M | $3.2M | ||
| Q3 24 | $-65.6M | $7.0M | ||
| Q2 24 | $-304.3M | $752.0K |
毛利率CLVTPAHC
| Q1 26 | 67.2% | — | ||
| Q4 25 | 66.8% | 35.5% | ||
| Q3 25 | 65.0% | 32.9% | ||
| Q2 25 | 67.2% | 29.0% | ||
| Q1 25 | 65.1% | 30.1% | ||
| Q4 24 | 65.7% | 32.9% | ||
| Q3 24 | 66.2% | 32.1% | ||
| Q2 24 | 67.2% | 31.9% |
营业利润率CLVTPAHC
| Q1 26 | 5.2% | — | ||
| Q4 25 | 6.7% | 13.5% | ||
| Q3 25 | 7.1% | 14.1% | ||
| Q2 25 | 1.1% | 8.9% | ||
| Q1 25 | -3.5% | 9.6% | ||
| Q4 24 | -9.4% | 8.3% | ||
| Q3 24 | 3.5% | 6.8% | ||
| Q2 24 | -36.9% | 6.7% |
净利率CLVTPAHC
| Q1 26 | -6.9% | — | ||
| Q4 25 | 0.5% | 7.3% | ||
| Q3 25 | -4.5% | 7.3% | ||
| Q2 25 | -11.6% | 4.5% | ||
| Q1 25 | -17.5% | 6.0% | ||
| Q4 24 | -28.9% | 1.0% | ||
| Q3 24 | -10.5% | 2.7% | ||
| Q2 24 | -46.8% | 0.3% |
每股收益（稀释后）CLVTPAHC
| Q1 26 | $-0.06 | — | ||
| Q4 25 | $0.00 | $0.67 | ||
| Q3 25 | $-0.04 | $0.65 | ||
| Q2 25 | $-0.11 | $0.43 | ||
| Q1 25 | $-0.15 | $0.51 | ||
| Q4 24 | $-0.27 | $0.08 | ||
| Q3 24 | $-0.09 | $0.17 | ||
| Q2 24 | $-0.46 | $0.02 |
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 | — | $74.5M |
| 总债务越低越好 | $4.3B | $624.2M |
| 股东权益账面价值 | $4.8B | $332.4M |
| 总资产 | $10.9B | $1.4B |
| 负债/权益比越低杠杆越低 | 0.89× | 1.88× |
8季度趋势，按日历期对齐
现金及短期投资CLVTPAHC
| Q1 26 | — | — | ||
| Q4 25 | $329.2M | $74.5M | ||
| Q3 25 | $318.7M | $85.3M | ||
| Q2 25 | $362.6M | $77.0M | ||
| Q1 25 | $354.0M | $70.4M | ||
| Q4 24 | $295.2M | $67.1M | ||
| Q3 24 | $388.5M | $89.8M | ||
| Q2 24 | $376.4M | $114.6M |
总债务CLVTPAHC
| Q1 26 | $4.3B | — | ||
| Q4 25 | $4.3B | $624.2M | ||
| Q3 25 | $4.4B | $628.0M | ||
| Q2 25 | $4.5B | $631.7M | ||
| Q1 25 | $4.5B | $635.4M | ||
| Q4 24 | $4.5B | $639.1M | ||
| Q3 24 | $4.6B | $295.2M | ||
| Q2 24 | $4.6B | $312.1M |
股东权益CLVTPAHC
| Q1 26 | $4.8B | — | ||
| Q4 25 | $4.8B | $332.4M | ||
| Q3 25 | $4.9B | $311.7M | ||
| Q2 25 | $5.0B | $285.7M | ||
| Q1 25 | $5.0B | $266.0M | ||
| Q4 24 | $5.1B | $246.8M | ||
| Q3 24 | $5.5B | $258.5M | ||
| Q2 24 | $5.6B | $256.6M |
总资产CLVTPAHC
| Q1 26 | $10.9B | — | ||
| Q4 25 | $11.1B | $1.4B | ||
| Q3 25 | $11.2B | $1.4B | ||
| Q2 25 | $11.4B | $1.4B | ||
| Q1 25 | $11.5B | $1.3B | ||
| Q4 24 | $11.5B | $1.3B | ||
| Q3 24 | $12.0B | $966.3M | ||
| Q2 24 | $12.1B | $982.2M |
负债/权益比CLVTPAHC
| Q1 26 | 0.89× | — | ||
| Q4 25 | 0.89× | 1.88× | ||
| Q3 25 | 0.90× | 2.01× | ||
| Q2 25 | 0.90× | 2.21× | ||
| Q1 25 | 0.90× | 2.39× | ||
| Q4 24 | 0.88× | 2.59× | ||
| Q3 24 | 0.84× | 1.14× | ||
| Q2 24 | 0.83× | 1.22× |
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 | $134.7M | $19.4M |
| 自由现金流经营现金流 - 资本支出 | $78.9M | $8.3M |
| 自由现金流率自由现金流/营收 | 13.5% | 2.2% |
| 资本支出强度资本支出/营收 | 9.5% | 3.0% |
| 现金转化率经营现金流/净利润 | — | 0.70× |
| 过去12个月自由现金流最近4个季度 | $333.9M | $47.3M |
8季度趋势，按日历期对齐
经营现金流CLVTPAHC
| Q1 26 | $134.7M | — | ||
| Q4 25 | $159.9M | $19.4M | ||
| Q3 25 | $181.1M | $9.3M | ||
| Q2 25 | $116.3M | $21.3M | ||
| Q1 25 | $171.2M | $43.2M | ||
| Q4 24 | $141.3M | $3.1M | ||
| Q3 24 | $202.9M | $12.6M | ||
| Q2 24 | $126.2M | $28.4M |
自由现金流CLVTPAHC
| Q1 26 | $78.9M | — | ||
| Q4 25 | $89.2M | $8.3M | ||
| Q3 25 | $115.5M | $-4.5M | ||
| Q2 25 | $50.3M | $8.1M | ||
| Q1 25 | $110.3M | $35.4M | ||
| Q4 24 | $59.1M | $-4.7M | ||
| Q3 24 | $126.3M | $3.0M | ||
| Q2 24 | $60.3M | $15.4M |
自由现金流率CLVTPAHC
| Q1 26 | 13.5% | — | ||
| Q4 25 | 14.5% | 2.2% | ||
| Q3 25 | 18.5% | -1.2% | ||
| Q2 25 | 8.1% | 2.1% | ||
| Q1 25 | 18.6% | 10.2% | ||
| Q4 24 | 8.9% | -1.5% | ||
| Q3 24 | 20.3% | 1.2% | ||
| Q2 24 | 9.3% | 5.6% |
资本支出强度CLVTPAHC
| Q1 26 | 9.5% | — | ||
| Q4 25 | 11.5% | 3.0% | ||
| Q3 25 | 10.5% | 3.8% | ||
| Q2 25 | 10.6% | 3.5% | ||
| Q1 25 | 10.3% | 2.2% | ||
| Q4 24 | 12.4% | 2.5% | ||
| Q3 24 | 12.3% | 3.7% | ||
| Q2 24 | 10.1% | 4.8% |
现金转化率CLVTPAHC
| Q1 26 | — | — | ||
| Q4 25 | 51.58× | 0.70× | ||
| Q3 25 | — | 0.35× | ||
| Q2 25 | — | 1.24× | ||
| Q1 25 | — | 2.07× | ||
| Q4 24 | — | 0.97× | ||
| Q3 24 | — | 1.81× | ||
| Q2 24 | — | 37.80× |
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
CLVT
| Subscription | $397.5M | 68% |
| Re-occurring | $108.6M | 19% |
| Transactional | $79.4M | 14% |
PAHC
| Medicated Feed Additives And Others | $202.1M | 54% |
| Mineral Nutrition | $68.9M | 18% |
| Nutritional Specialties | $50.2M | 13% |
| Vaccines | $37.6M | 10% |
| Performance Products | $15.0M | 4% |
