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Journey Medical Corp（DERM）与林德（LIN）财务数据对比。点击上方公司名可切换其他公司
Journey Medical Corp的季度营收约是林德的1.8倍（$16.1M vs $8.8M），Journey Medical Corp同比增速更快（27.3% vs 8.2%），过去两年Journey Medical Corp的营收复合增速更高（11.0% vs -96.7%）
Journey Medical Corp是一家处于商业化阶段的生物制药企业，专注于皮肤病治疗领域，研发、生产并销售处方及非处方皮肤用药，覆盖痤疮、特应性皮炎、皮肤真菌感染等适应症，主要服务美国市场的医疗机构与患者。
林德是全球知名跨国化工企业，按市场份额及营收计为全球最大工业气体供应商。公司1879年由德国科学家、工程师卡尔·冯·林德在德国威斯巴登创立，现总部位于英国沃金，在爱尔兰注册，2018年由原林德股份公司与1907年在美国成立的普莱克斯合并组建。
DERM vs LIN — 直观对比
营收规模更大
DERM
是对方的1.8倍
$8.8M
营收增速更快
DERM
高出19.1%
8.2%
两年增速更快
DERM
近两年复合增速
-96.7%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $16.1M | $8.8M |
| 净利润 | $-1.2M | — |
| 毛利率 | — | 48.5% |
| 营业利润率 | -2.8% | 27.8% |
| 净利率 | -7.8% | — |
| 营收同比 | 27.3% | 8.2% |
| 净利润同比 | -182.0% | — |
| 每股收益（稀释后） | $-0.04 | $3.98 |
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DERMLIN
| Q1 26 | — | $8.8M | ||
| Q4 25 | $16.1M | $8.8B | ||
| Q3 25 | $17.0M | $8.6B | ||
| Q2 25 | $15.0M | $8.5B | ||
| Q1 25 | $13.1M | $8.1B | ||
| Q4 24 | $12.6M | $8.3B | ||
| Q3 24 | $14.6M | $8.4B | ||
| Q2 24 | $14.9M | $8.3B |
净利润DERMLIN
| Q1 26 | — | — | ||
| Q4 25 | $-1.2M | $1.5B | ||
| Q3 25 | $-2.3M | $1.9B | ||
| Q2 25 | $-3.8M | $1.8B | ||
| Q1 25 | $-4.1M | $1.7B | ||
| Q4 24 | $1.5M | $1.7B | ||
| Q3 24 | $-2.4M | $1.6B | ||
| Q2 24 | $-3.4M | $1.7B |
毛利率DERMLIN
| Q1 26 | — | 48.5% | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 82.3% | — | ||
| Q3 24 | 63.9% | — | ||
| Q2 24 | 56.0% | — |
营业利润率DERMLIN
| Q1 26 | — | 27.8% | ||
| Q4 25 | -2.8% | 23.0% | ||
| Q3 25 | -9.0% | 27.5% | ||
| Q2 25 | -19.2% | 27.7% | ||
| Q1 25 | -25.3% | 26.9% | ||
| Q4 24 | 17.7% | 27.4% | ||
| Q3 24 | -19.8% | 25.0% | ||
| Q2 24 | -19.7% | 26.4% |
净利率DERMLIN
| Q1 26 | — | — | ||
| Q4 25 | -7.8% | 17.5% | ||
| Q3 25 | -13.6% | 22.4% | ||
| Q2 25 | -25.3% | 20.8% | ||
| Q1 25 | -31.0% | 20.6% | ||
| Q4 24 | 12.1% | 20.8% | ||
| Q3 24 | -16.3% | 18.5% | ||
| Q2 24 | -22.6% | 20.1% |
每股收益（稀释后）DERMLIN
| Q1 26 | — | $3.98 | ||
| Q4 25 | $-0.04 | $3.28 | ||
| Q3 25 | $-0.09 | $4.09 | ||
| Q2 25 | $-0.16 | $3.73 | ||
| Q1 25 | $-0.18 | $3.51 | ||
| Q4 24 | $0.10 | $3.61 | ||
| Q3 24 | $-0.12 | $3.22 | ||
| Q2 24 | $-0.17 | $3.44 |
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 | $24.1M | $4.0M |
| 总债务越低越好 | $25.3M | $24.7M |
| 股东权益账面价值 | $31.9M | $40.1M |
| 总资产 | $94.6M | $86.3M |
| 负债/权益比越低杠杆越低 | 0.79× | 0.62× |
8季度趋势，按日历期对齐
现金及短期投资DERMLIN
| Q1 26 | — | $4.0M | ||
| Q4 25 | $24.1M | $5.1B | ||
| Q3 25 | $24.9M | $4.5B | ||
| Q2 25 | $20.3M | $4.8B | ||
| Q1 25 | $21.1M | $5.3B | ||
| Q4 24 | $20.3M | $4.8B | ||
| Q3 24 | $22.5M | $5.2B | ||
| Q2 24 | $23.9M | $4.6B |
总债务DERMLIN
| Q1 26 | — | $24.7M | ||
| Q4 25 | $25.3M | $20.7B | ||
| Q3 25 | $25.2M | $18.6B | ||
| Q2 25 | $25.1M | $19.7B | ||
| Q1 25 | $25.0M | $17.6B | ||
| Q4 24 | $24.9M | $15.3B | ||
| Q3 24 | $19.8M | $17.5B | ||
| Q2 24 | $19.7M | $16.9B |
股东权益DERMLIN
| Q1 26 | — | $40.1M | ||
| Q4 25 | $31.9M | $38.2B | ||
| Q3 25 | $25.9M | $38.6B | ||
| Q2 25 | $19.2M | $38.5B | ||
| Q1 25 | $21.5M | $38.0B | ||
| Q4 24 | $20.1M | $38.1B | ||
| Q3 24 | $10.9M | $39.2B | ||
| Q2 24 | $11.3M | $38.2B |
总资产DERMLIN
| Q1 26 | — | $86.3M | ||
| Q4 25 | $94.6M | $86.8B | ||
| Q3 25 | $85.2M | $86.0B | ||
| Q2 25 | $81.2M | $86.1B | ||
| Q1 25 | $85.0M | $82.7B | ||
| Q4 24 | $80.2M | $80.1B | ||
| Q3 24 | $64.0M | $82.5B | ||
| Q2 24 | $65.2M | $80.2B |
负债/权益比DERMLIN
| Q1 26 | — | 0.62× | ||
| Q4 25 | 0.79× | 0.54× | ||
| Q3 25 | 0.97× | 0.48× | ||
| Q2 25 | 1.30× | 0.51× | ||
| Q1 25 | 1.16× | 0.46× | ||
| Q4 24 | 1.24× | 0.40× | ||
| Q3 24 | 1.81× | 0.45× | ||
| Q2 24 | 1.75× | 0.44× |
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 | $-6.3M | — |
| 自由现金流经营现金流 - 资本支出 | — | $898.0K |
| 自由现金流率自由现金流/营收 | — | 10.2% |
| 资本支出强度资本支出/营收 | — | — |
| 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 | — | $4.2B |
8季度趋势，按日历期对齐
经营现金流DERMLIN
| Q1 26 | — | — | ||
| Q4 25 | $-6.3M | $3.0B | ||
| Q3 25 | $-2.4M | $2.9B | ||
| Q2 25 | $-942.0K | $2.2B | ||
| Q1 25 | $-2.8M | $2.2B | ||
| Q4 24 | $2.2M | $2.8B | ||
| Q3 24 | $-1.2M | $2.7B | ||
| Q2 24 | $-5.2M | $1.9B |
自由现金流DERMLIN
| Q1 26 | — | $898.0K | ||
| Q4 25 | — | $1.6B | ||
| Q3 25 | — | $1.7B | ||
| Q2 25 | — | $954.0M | ||
| Q1 25 | — | $891.0M | ||
| Q4 24 | — | $1.6B | ||
| Q3 24 | — | $1.7B | ||
| Q2 24 | — | $796.0M |
自由现金流率DERMLIN
| Q1 26 | — | 10.2% | ||
| Q4 25 | — | 17.9% | ||
| Q3 25 | — | 19.4% | ||
| Q2 25 | — | 11.2% | ||
| Q1 25 | — | 11.0% | ||
| Q4 24 | — | 18.8% | ||
| Q3 24 | — | 19.9% | ||
| Q2 24 | — | 9.6% |
资本支出强度DERMLIN
| Q1 26 | — | — | ||
| Q4 25 | — | 16.6% | ||
| Q3 25 | — | 14.8% | ||
| Q2 25 | — | 14.8% | ||
| Q1 25 | — | 15.7% | ||
| Q4 24 | — | 15.1% | ||
| Q3 24 | — | 12.8% | ||
| Q2 24 | — | 13.7% |
现金转化率DERMLIN
| Q1 26 | — | — | ||
| Q4 25 | — | 1.98× | ||
| Q3 25 | — | 1.53× | ||
| Q2 25 | — | 1.25× | ||
| Q1 25 | — | 1.29× | ||
| Q4 24 | 1.46× | 1.63× | ||
| Q3 24 | — | 1.76× | ||
| Q2 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
DERM
| Qbrexza | $5.5M | 35% |
| Emrosi | $5.0M | 31% |
| Accutane | $3.1M | 19% |
| Other | $2.5M | 15% |
LIN
暂无分部数据
