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ConnectOne Bancorp, Inc.（CNOB）与Ultragenyx Pharmaceutical Inc.（RARE）财务数据对比。点击上方公司名可切换其他公司
Ultragenyx Pharmaceutical Inc.的季度营收约是ConnectOne Bancorp, Inc.的1.8倍（$207.3M vs $115.6M），ConnectOne Bancorp, Inc.净利率更高（32.7% vs -62.0%，领先94.7%），过去两年Ultragenyx Pharmaceutical Inc.的营收复合增速更高（38.0% vs 32.5%）
原公民共和银行控股公司是公民银行的母公司，总部位于密歇根州弗林特市。该公司曾在密歇根、威斯康星和俄亥俄三州运营219家分行与248台自动取款机，2013年6月与第一美德银行合并，第一美德后于2016年被亨廷顿银行控股收购。
Ultragenyx Pharmaceutical Inc.是一家总部位于美国的生物制药企业，专注于研发罕见病和超罕见遗传病的创新治疗方案，这类疾病目前大多无获批疗法，存在大量未被满足的临床需求。公司覆盖生物制剂、小分子药物、基因疗法、反义寡核苷酸及mRNA等多种药物技术平台，研发管线涵盖骨骼、内分泌、代谢、肌肉及中枢神经系统疾病领域。
CNOB vs RARE — 直观对比
营收规模更大
RARE
是对方的1.8倍
$115.6M
净利率更高
CNOB
高出94.7%
-62.0%
两年增速更快
RARE
近两年复合增速
32.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $115.6M | $207.3M |
| 净利润 | $37.8M | $-128.6M |
| 毛利率 | — | — |
| 营业利润率 | — | -54.7% |
| 净利率 | 32.7% | -62.0% |
| 营收同比 | — | 25.9% |
| 净利润同比 | 86.8% | 3.5% |
| 每股收益（稀释后） | $0.72 | $-1.28 |
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CNOBRARE
| Q1 26 | $115.6M | — | ||
| Q4 25 | $112.6M | $207.3M | ||
| Q3 25 | $121.4M | $159.9M | ||
| Q2 25 | $84.1M | $166.5M | ||
| Q1 25 | $70.2M | $139.3M | ||
| Q4 24 | $68.5M | $164.6M | ||
| Q3 24 | $65.6M | $139.5M | ||
| Q2 24 | $65.8M | $147.0M |
净利润CNOBRARE
| Q1 26 | $37.8M | — | ||
| Q4 25 | — | $-128.6M | ||
| Q3 25 | $41.0M | $-180.4M | ||
| Q2 25 | $-20.3M | $-115.0M | ||
| Q1 25 | $20.2M | $-151.1M | ||
| Q4 24 | — | $-133.2M | ||
| Q3 24 | $17.2M | $-133.5M | ||
| Q2 24 | $19.1M | $-131.6M |
营业利润率CNOBRARE
| Q1 26 | — | — | ||
| Q4 25 | 47.4% | -54.7% | ||
| Q3 25 | 47.2% | -106.9% | ||
| Q2 25 | -30.1% | -64.8% | ||
| Q1 25 | 39.0% | -102.6% | ||
| Q4 24 | 38.6% | -74.3% | ||
| Q3 24 | 35.3% | -94.6% | ||
| Q2 24 | 39.1% | -79.1% |
净利率CNOBRARE
| Q1 26 | 32.7% | — | ||
| Q4 25 | — | -62.0% | ||
| Q3 25 | 33.7% | -112.8% | ||
| Q2 25 | -24.1% | -69.0% | ||
| Q1 25 | 28.8% | -108.5% | ||
| Q4 24 | — | -80.9% | ||
| Q3 24 | 26.2% | -95.7% | ||
| Q2 24 | 28.9% | -89.5% |
每股收益（稀释后）CNOBRARE
| Q1 26 | $0.72 | — | ||
| Q4 25 | $0.88 | $-1.28 | ||
| Q3 25 | $0.78 | $-1.81 | ||
| Q2 25 | $-0.52 | $-1.17 | ||
| Q1 25 | $0.49 | $-1.57 | ||
| Q4 24 | $0.48 | $-1.34 | ||
| Q3 24 | $0.41 | $-1.40 | ||
| Q2 24 | $0.46 | $-1.52 |
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 | $344.5M | $421.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.6B | $-80.0M |
| 总资产 | $14.2B | $1.5B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资CNOBRARE
| Q1 26 | $344.5M | — | ||
| Q4 25 | $380.9M | $421.0M | ||
| Q3 25 | $542.7M | $202.5M | ||
| Q2 25 | $596.5M | $176.3M | ||
| Q1 25 | $292.6M | $127.1M | ||
| Q4 24 | $356.5M | $174.0M | ||
| Q3 24 | $247.2M | $150.6M | ||
| Q2 24 | $293.5M | $480.7M |
股东权益CNOBRARE
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $-80.0M | ||
| Q3 25 | $1.5B | $9.2M | ||
| Q2 25 | $1.5B | $151.3M | ||
| Q1 25 | $1.3B | $144.2M | ||
| Q4 24 | $1.2B | $255.0M | ||
| Q3 24 | $1.2B | $346.8M | ||
| Q2 24 | $1.2B | $432.4M |
总资产CNOBRARE
| Q1 26 | $14.2B | — | ||
| Q4 25 | $14.0B | $1.5B | ||
| Q3 25 | $14.0B | $1.2B | ||
| Q2 25 | $13.9B | $1.3B | ||
| Q1 25 | $9.8B | $1.3B | ||
| Q4 24 | $9.9B | $1.5B | ||
| Q3 24 | $9.6B | $1.5B | ||
| Q2 24 | $9.7B | $1.6B |
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 | — | $-99.8M |
| 自由现金流经营现金流 - 资本支出 | — | $-100.8M |
| 自由现金流率自由现金流/营收 | — | -48.6% |
| 资本支出强度资本支出/营收 | — | 0.5% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $-472.0M |
8季度趋势，按日历期对齐
经营现金流CNOBRARE
| Q1 26 | — | — | ||
| Q4 25 | $106.4M | $-99.8M | ||
| Q3 25 | $37.4M | $-91.4M | ||
| Q2 25 | $6.5M | $-108.3M | ||
| Q1 25 | $14.9M | $-166.5M | ||
| Q4 24 | $60.7M | $-79.3M | ||
| Q3 24 | $-14.4M | $-67.0M | ||
| Q2 24 | $22.3M | $-77.0M |
自由现金流CNOBRARE
| Q1 26 | — | — | ||
| Q4 25 | $101.0M | $-100.8M | ||
| Q3 25 | $33.9M | $-92.7M | ||
| Q2 25 | $6.4M | $-110.7M | ||
| Q1 25 | $14.6M | $-167.8M | ||
| Q4 24 | $56.9M | $-79.5M | ||
| Q3 24 | $-15.6M | $-68.6M | ||
| Q2 24 | $22.2M | $-79.0M |
自由现金流率CNOBRARE
| Q1 26 | — | — | ||
| Q4 25 | 89.7% | -48.6% | ||
| Q3 25 | 27.9% | -58.0% | ||
| Q2 25 | 7.6% | -66.5% | ||
| Q1 25 | 20.8% | -120.5% | ||
| Q4 24 | 83.1% | -48.3% | ||
| Q3 24 | -23.8% | -49.2% | ||
| Q2 24 | 33.7% | -53.7% |
资本支出强度CNOBRARE
| Q1 26 | — | — | ||
| Q4 25 | 4.8% | 0.5% | ||
| Q3 25 | 2.8% | 0.8% | ||
| Q2 25 | 0.1% | 1.5% | ||
| Q1 25 | 0.4% | 1.0% | ||
| Q4 24 | 5.5% | 0.1% | ||
| Q3 24 | 1.9% | 1.2% | ||
| Q2 24 | 0.2% | 1.4% |
现金转化率CNOBRARE
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 0.91× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.74× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | -0.84× | — | ||
| Q2 24 | 1.17× | — |
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
CNOB
| Net Interest Income | $108.8M | 94% |
| Noninterest Income | $6.8M | 6% |
RARE
| Royalty | $105.6M | 51% |
| Products | $101.7M | 49% |
