vs
Concentrix Corp（CNXC）与福泰制药（VRTX）财务数据对比。点击上方公司名可切换其他公司
福泰制药的季度营收约是Concentrix Corp的1.2倍（$3.2B vs $2.6B），福泰制药净利率更高（37.3% vs -57.9%，领先95.3%），福泰制药同比增速更快（9.5% vs 4.3%），福泰制药自由现金流更多（$348.6M vs $281.2M），过去两年福泰制药的营收复合增速更高（8.9% vs 3.1%）
Concentrix是总部位于美国加利福尼亚州纽瓦克的业务流程外包服务商，2006年起成为SYNNEX集团旗下子公司，2020年12月1日独立上市，2025年位列《财富》美国500强第426位，为全球客户提供专业的外包解决方案支持。
福泰制药是总部位于美国马萨诸塞州波士顿的生物制药企业，是全球首批明确采用理性药物设计策略、而非组合化学方法开发药物的生物技术公司之一。除波士顿总部外，公司还在加州圣迭戈、英国牛津郡米尔顿公园设有三处研发中心。
CNXC vs VRTX — 直观对比
营收规模更大
VRTX
是对方的1.2倍
$2.6B
营收增速更快
VRTX
高出5.3%
4.3%
净利率更高
VRTX
高出95.3%
-57.9%
自由现金流更多
VRTX
多$67.4M
$281.2M
两年增速更快
VRTX
近两年复合增速
3.1%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.6B | $3.2B |
| 净利润 | $-1.5B | $1.2B |
| 毛利率 | 34.3% | 85.4% |
| 营业利润率 | -54.1% | 37.8% |
| 净利率 | -57.9% | 37.3% |
| 营收同比 | 4.3% | 9.5% |
| 净利润同比 | -1379.2% | 30.5% |
| 每股收益（稀释后） | $-23.37 | $4.64 |
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CNXCVRTX
| Q4 25 | $2.6B | $3.2B | ||
| Q3 25 | $2.5B | $3.1B | ||
| Q2 25 | $2.4B | $3.0B | ||
| Q1 25 | $2.4B | $2.8B | ||
| Q4 24 | $2.4B | $2.9B | ||
| Q3 24 | $2.4B | $2.8B | ||
| Q2 24 | $2.4B | $2.6B | ||
| Q1 24 | $2.4B | $2.7B |
净利润CNXCVRTX
| Q4 25 | $-1.5B | $1.2B | ||
| Q3 25 | $88.1M | $1.1B | ||
| Q2 25 | $42.1M | $1.0B | ||
| Q1 25 | $70.3M | $646.3M | ||
| Q4 24 | $115.7M | $913.0M | ||
| Q3 24 | $16.6M | $1.0B | ||
| Q2 24 | $66.8M | $-3.6B | ||
| Q1 24 | $52.1M | $1.1B |
毛利率CNXCVRTX
| Q4 25 | 34.3% | 85.4% | ||
| Q3 25 | 34.4% | 86.5% | ||
| Q2 25 | 35.1% | 86.3% | ||
| Q1 25 | 36.1% | 86.9% | ||
| Q4 24 | 35.6% | 85.5% | ||
| Q3 24 | 36.2% | 85.8% | ||
| Q2 24 | 36.0% | 85.9% | ||
| Q1 24 | 35.6% | 87.3% |
营业利润率CNXCVRTX
| Q4 25 | -54.1% | 37.8% | ||
| Q3 25 | 5.9% | 38.6% | ||
| Q2 25 | 6.1% | 38.8% | ||
| Q1 25 | 7.1% | 22.7% | ||
| Q4 24 | 5.9% | 35.2% | ||
| Q3 24 | 6.4% | 40.3% | ||
| Q2 24 | 6.3% | -132.9% | ||
| Q1 24 | 6.2% | 42.4% |
净利率CNXCVRTX
| Q4 25 | -57.9% | 37.3% | ||
| Q3 25 | 3.5% | 35.2% | ||
| Q2 25 | 1.7% | 34.8% | ||
| Q1 25 | 3.0% | 23.3% | ||
| Q4 24 | 4.7% | 31.4% | ||
| Q3 24 | 0.7% | 37.7% | ||
| Q2 24 | 2.8% | -135.8% | ||
| Q1 24 | 2.2% | 40.9% |
每股收益（稀释后）CNXCVRTX
| Q4 25 | $-23.37 | $4.64 | ||
| Q3 25 | $1.34 | $4.20 | ||
| Q2 25 | $0.63 | $3.99 | ||
| Q1 25 | $1.04 | $2.49 | ||
| Q4 24 | $1.72 | $3.62 | ||
| Q3 24 | $0.25 | $4.01 | ||
| Q2 24 | $0.98 | $-13.92 | ||
| Q1 24 | $0.76 | $4.21 |
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 | $327.3M | $6.6B |
| 总债务越低越好 | $4.6B | — |
| 股东权益账面价值 | $2.7B | $18.7B |
| 总资产 | $10.8B | $25.6B |
| 负债/权益比越低杠杆越低 | 1.67× | — |
8季度趋势，按日历期对齐
现金及短期投资CNXCVRTX
| Q4 25 | $327.3M | $6.6B | ||
| Q3 25 | $350.3M | $6.3B | ||
| Q2 25 | $342.8M | $6.4B | ||
| Q1 25 | $308.0M | $6.2B | ||
| Q4 24 | $240.6M | $6.1B | ||
| Q3 24 | $246.2M | $6.5B | ||
| Q2 24 | $207.3M | $5.8B | ||
| Q1 24 | $234.8M | $10.2B |
总债务CNXCVRTX
| Q4 25 | $4.6B | — | ||
| Q3 25 | $4.8B | — | ||
| Q2 25 | $4.9B | — | ||
| Q1 25 | $4.9B | — | ||
| Q4 24 | $4.7B | — | ||
| Q3 24 | $4.9B | — | ||
| Q2 24 | $4.9B | — | ||
| Q1 24 | $5.0B | — |
股东权益CNXCVRTX
| Q4 25 | $2.7B | $18.7B | ||
| Q3 25 | $4.3B | $17.3B | ||
| Q2 25 | $4.3B | $17.2B | ||
| Q1 25 | $4.0B | $16.5B | ||
| Q4 24 | $4.0B | $16.4B | ||
| Q3 24 | $4.2B | $15.6B | ||
| Q2 24 | $4.1B | $14.8B | ||
| Q1 24 | $4.1B | $18.5B |
总资产CNXCVRTX
| Q4 25 | $10.8B | $25.6B | ||
| Q3 25 | $12.4B | $24.9B | ||
| Q2 25 | $12.4B | $24.0B | ||
| Q1 25 | $11.9B | $22.9B | ||
| Q4 24 | $12.0B | $22.5B | ||
| Q3 24 | $12.2B | $22.2B | ||
| Q2 24 | $12.1B | $20.1B | ||
| Q1 24 | $12.2B | $23.9B |
负债/权益比CNXCVRTX
| Q4 25 | 1.67× | — | ||
| Q3 25 | 1.10× | — | ||
| Q2 25 | 1.14× | — | ||
| Q1 25 | 1.22× | — | ||
| Q4 24 | 1.17× | — | ||
| Q3 24 | 1.18× | — | ||
| Q2 24 | 1.21× | — | ||
| Q1 24 | 1.23× | — |
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 | $344.2M | $498.0M |
| 自由现金流经营现金流 - 资本支出 | $281.2M | $348.6M |
| 自由现金流率自由现金流/营收 | 11.0% | 10.9% |
| 资本支出强度资本支出/营收 | 2.5% | 4.7% |
| 现金转化率经营现金流/净利润 | — | 0.42× |
| 过去12个月自由现金流最近4个季度 | $572.5M | $3.2B |
8季度趋势，按日历期对齐
经营现金流CNXCVRTX
| Q4 25 | $344.2M | $498.0M | ||
| Q3 25 | $224.8M | $1.2B | ||
| Q2 25 | $236.5M | $1.1B | ||
| Q1 25 | $1.4M | $818.9M | ||
| Q4 24 | $284.4M | $584.6M | ||
| Q3 24 | $191.6M | $1.4B | ||
| Q2 24 | $238.3M | $-3.8B | ||
| Q1 24 | $-46.9M | $1.3B |
自由现金流CNXCVRTX
| Q4 25 | $281.2M | $348.6M | ||
| Q3 25 | $159.7M | $1.1B | ||
| Q2 25 | $180.7M | $927.4M | ||
| Q1 25 | $-49.2M | $778.2M | ||
| Q4 24 | $224.5M | $492.0M | ||
| Q3 24 | $128.9M | $1.3B | ||
| Q2 24 | $178.3M | $-3.8B | ||
| Q1 24 | $-102.9M | $1.2B |
自由现金流率CNXCVRTX
| Q4 25 | 11.0% | 10.9% | ||
| Q3 25 | 6.4% | 37.0% | ||
| Q2 25 | 7.5% | 31.3% | ||
| Q1 25 | -2.1% | 28.1% | ||
| Q4 24 | 9.2% | 16.9% | ||
| Q3 24 | 5.4% | 47.0% | ||
| Q2 24 | 7.5% | -144.5% | ||
| Q1 24 | -4.3% | 46.0% |
资本支出强度CNXCVRTX
| Q4 25 | 2.5% | 4.7% | ||
| Q3 25 | 2.6% | 3.3% | ||
| Q2 25 | 2.3% | 4.9% | ||
| Q1 25 | 2.1% | 1.5% | ||
| Q4 24 | 2.4% | 3.2% | ||
| Q3 24 | 2.6% | 2.4% | ||
| Q2 24 | 2.5% | 2.6% | ||
| Q1 24 | 2.3% | 2.5% |
现金转化率CNXCVRTX
| Q4 25 | — | 0.42× | ||
| Q3 25 | 2.55× | 1.15× | ||
| Q2 25 | 5.62× | 1.04× | ||
| Q1 25 | 0.02× | 1.27× | ||
| Q4 24 | 2.46× | 0.64× | ||
| Q3 24 | 11.52× | 1.31× | ||
| Q2 24 | 3.57× | — | ||
| Q1 24 | -0.90× | 1.19× |
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
CNXC
| Technology And Consumer Electronics | $675.1M | 26% |
| Retail Travel And Ecommerce | $643.4M | 25% |
| Communications And Media | $417.2M | 16% |
| Banking Financial Services And Insurance | $402.6M | 16% |
| Other Industries | $229.7M | 9% |
| Other | $185.0M | 7% |
VRTX
| TRIKAFTAKAFTRIO | $2.6B | 81% |
| ALYFTREK | $380.1M | 12% |
| Manufactured Product Other | $237.4M | 7% |
