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科睿唯安（CLVT）与West Pharmaceutical Services（WST）财务数据对比。点击上方公司名可切换其他公司
West Pharmaceutical Services的季度营收约是科睿唯安的1.4倍（$805.0M vs $585.5M），West Pharmaceutical Services净利率更高（16.4% vs -6.9%，领先23.3%），West Pharmaceutical Services同比增速更快（7.5% vs -1.4%），West Pharmaceutical Services自由现金流更多（$175.0M vs $78.9M），过去两年West Pharmaceutical Services的营收复合增速更高（7.6% 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。
美国West Pharmaceutical Services是注射用药品包装及给药系统的设计和制造商，1923年成立，总部位于宾夕法尼亚州埃克斯顿。成立初期主营注射类药物包装用橡胶组件，曾为青霉素和胰岛素生产商提供符合无菌要求的配套产品。
CLVT vs WST — 直观对比
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $585.5M | $805.0M |
| 净利润 | $-40.2M | $132.1M |
| 毛利率 | 67.2% | 37.8% |
| 营业利润率 | 5.2% | 19.5% |
| 净利率 | -6.9% | 16.4% |
| 营收同比 | -1.4% | 7.5% |
| 净利润同比 | 61.3% | 1.5% |
| 每股收益（稀释后） | $-0.06 | $1.82 |
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
| Q1 26 | $585.5M | — | ||
| Q4 25 | $617.0M | $805.0M | ||
| Q3 25 | $623.1M | $804.6M | ||
| Q2 25 | $621.4M | $766.5M | ||
| Q1 25 | $593.7M | $698.0M | ||
| Q4 24 | $663.0M | $748.8M | ||
| Q3 24 | $622.2M | $746.9M | ||
| Q2 24 | $650.3M | $702.1M |
| Q1 26 | $-40.2M | — | ||
| Q4 25 | $3.1M | $132.1M | ||
| Q3 25 | $-28.3M | $140.0M | ||
| Q2 25 | $-72.0M | $131.8M | ||
| Q1 25 | $-103.9M | $89.8M | ||
| Q4 24 | $-191.8M | $130.1M | ||
| Q3 24 | $-65.6M | $136.0M | ||
| Q2 24 | $-304.3M | $111.3M |
| Q1 26 | 67.2% | — | ||
| Q4 25 | 66.8% | 37.8% | ||
| Q3 25 | 65.0% | 36.6% | ||
| Q2 25 | 67.2% | 35.7% | ||
| Q1 25 | 65.1% | 33.2% | ||
| Q4 24 | 65.7% | 36.5% | ||
| Q3 24 | 66.2% | 35.4% | ||
| Q2 24 | 67.2% | 32.8% |
| Q1 26 | 5.2% | — | ||
| Q4 25 | 6.7% | 19.5% | ||
| Q3 25 | 7.1% | 20.8% | ||
| Q2 25 | 1.1% | 20.1% | ||
| Q1 25 | -3.5% | 15.3% | ||
| Q4 24 | -9.4% | 21.3% | ||
| Q3 24 | 3.5% | 21.6% | ||
| Q2 24 | -36.9% | 18.0% |
| Q1 26 | -6.9% | — | ||
| Q4 25 | 0.5% | 16.4% | ||
| Q3 25 | -4.5% | 17.4% | ||
| Q2 25 | -11.6% | 17.2% | ||
| Q1 25 | -17.5% | 12.9% | ||
| Q4 24 | -28.9% | 17.4% | ||
| Q3 24 | -10.5% | 18.2% | ||
| Q2 24 | -46.8% | 15.9% |
| Q1 26 | $-0.06 | — | ||
| Q4 25 | $0.00 | $1.82 | ||
| Q3 25 | $-0.04 | $1.92 | ||
| Q2 25 | $-0.11 | $1.82 | ||
| Q1 25 | $-0.15 | $1.23 | ||
| Q4 24 | $-0.27 | $1.78 | ||
| Q3 24 | $-0.09 | $1.85 | ||
| Q2 24 | $-0.46 | $1.51 |
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 | — | $791.3M |
| 总债务越低越好 | $4.3B | $202.8M |
| 股东权益账面价值 | $4.8B | $3.2B |
| 总资产 | $10.9B | $4.3B |
| 负债/权益比越低杠杆越低 | 0.89× | 0.06× |
8季度趋势，按日历期对齐
| Q1 26 | — | — | ||
| Q4 25 | $329.2M | $791.3M | ||
| Q3 25 | $318.7M | $628.5M | ||
| Q2 25 | $362.6M | $509.7M | ||
| Q1 25 | $354.0M | $404.2M | ||
| Q4 24 | $295.2M | $484.6M | ||
| Q3 24 | $388.5M | $490.9M | ||
| Q2 24 | $376.4M | $446.2M |
| Q1 26 | $4.3B | — | ||
| Q4 25 | $4.3B | $202.8M | ||
| Q3 25 | $4.4B | $202.7M | ||
| Q2 25 | $4.5B | $202.6M | ||
| Q1 25 | $4.5B | $202.6M | ||
| Q4 24 | $4.5B | $202.6M | ||
| Q3 24 | $4.6B | $202.6M | ||
| Q2 24 | $4.6B | $205.8M |
| Q1 26 | $4.8B | — | ||
| Q4 25 | $4.8B | $3.2B | ||
| Q3 25 | $4.9B | $3.1B | ||
| Q2 25 | $5.0B | $2.9B | ||
| Q1 25 | $5.0B | $2.7B | ||
| Q4 24 | $5.1B | $2.7B | ||
| Q3 24 | $5.5B | $2.8B | ||
| Q2 24 | $5.6B | $2.6B |
| Q1 26 | $10.9B | — | ||
| Q4 25 | $11.1B | $4.3B | ||
| Q3 25 | $11.2B | $4.1B | ||
| Q2 25 | $11.4B | $4.0B | ||
| Q1 25 | $11.5B | $3.6B | ||
| Q4 24 | $11.5B | $3.6B | ||
| Q3 24 | $12.0B | $3.7B | ||
| Q2 24 | $12.1B | $3.5B |
| Q1 26 | 0.89× | — | ||
| Q4 25 | 0.89× | 0.06× | ||
| Q3 25 | 0.90× | 0.07× | ||
| Q2 25 | 0.90× | 0.07× | ||
| Q1 25 | 0.90× | 0.08× | ||
| Q4 24 | 0.88× | 0.08× | ||
| Q3 24 | 0.84× | 0.07× | ||
| Q2 24 | 0.83× | 0.08× |
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 | $251.1M |
| 自由现金流经营现金流 - 资本支出 | $78.9M | $175.0M |
| 自由现金流率自由现金流/营收 | 13.5% | 21.7% |
| 资本支出强度资本支出/营收 | 9.5% | 9.5% |
| 现金转化率经营现金流/净利润 | — | 1.90× |
| 过去12个月自由现金流最近4个季度 | $333.9M | $468.9M |
8季度趋势，按日历期对齐
| Q1 26 | $134.7M | — | ||
| Q4 25 | $159.9M | $251.1M | ||
| Q3 25 | $181.1M | $197.2M | ||
| Q2 25 | $116.3M | $177.1M | ||
| Q1 25 | $171.2M | $129.4M | ||
| Q4 24 | $141.3M | $190.1M | ||
| Q3 24 | $202.9M | $180.1M | ||
| Q2 24 | $126.2M | $165.0M |
| Q1 26 | $78.9M | — | ||
| Q4 25 | $89.2M | $175.0M | ||
| Q3 25 | $115.5M | $133.9M | ||
| Q2 25 | $50.3M | $101.9M | ||
| Q1 25 | $110.3M | $58.1M | ||
| Q4 24 | $59.1M | $85.2M | ||
| Q3 24 | $126.3M | $98.8M | ||
| Q2 24 | $60.3M | $64.8M |
| Q1 26 | 13.5% | — | ||
| Q4 25 | 14.5% | 21.7% | ||
| Q3 25 | 18.5% | 16.6% | ||
| Q2 25 | 8.1% | 13.3% | ||
| Q1 25 | 18.6% | 8.3% | ||
| Q4 24 | 8.9% | 11.4% | ||
| Q3 24 | 20.3% | 13.2% | ||
| Q2 24 | 9.3% | 9.2% |
| Q1 26 | 9.5% | — | ||
| Q4 25 | 11.5% | 9.5% | ||
| Q3 25 | 10.5% | 7.9% | ||
| Q2 25 | 10.6% | 9.8% | ||
| Q1 25 | 10.3% | 10.2% | ||
| Q4 24 | 12.4% | 14.0% | ||
| Q3 24 | 12.3% | 10.9% | ||
| Q2 24 | 10.1% | 14.3% |
| Q1 26 | — | — | ||
| Q4 25 | 51.58× | 1.90× | ||
| Q3 25 | — | 1.41× | ||
| Q2 25 | — | 1.34× | ||
| Q1 25 | — | 1.44× | ||
| Q4 24 | — | 1.46× | ||
| Q3 24 | — | 1.32× | ||
| Q2 24 | — | 1.48× |
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% |
WST
| Proprietary Products | $661.8M | 82% |
| Contract Manufactured Products | $143.2M | 18% |
| Affiliated Entity | $3.3M | 0% |
