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Ginkgo Bioworks Holdings, Inc.（DNA）与Rumble Inc.（RUM）财务数据对比。点击上方公司名可切换其他公司
Ginkgo Bioworks Holdings, Inc.的季度营收约是Rumble Inc.的1.2倍（$33.4M vs $27.1M），Rumble Inc.同比增速更快（-10.5% vs -23.8%），Rumble Inc.自由现金流更多（$-31.7M vs $-47.7M），过去两年Rumble Inc.的营收复合增速更高（15.2% vs -6.2%）
Ginkgo Bioworks Holdings, Inc.是一家2008年由五名麻省理工学院科学家创立的美国生物技术企业，由杰森·凯利掌舵。公司专注于基因工程改造，为其他生物科技企业开发具备工业应用价值的菌株，帮助合作方省去合成生物学设计初期的重复研发成本，号称「生物制造平台企业」，2019年估值就已达42亿美元。
Rumble Inc.是一家加美跨国企业，主营在线视频平台、网络托管及云服务，总部位于加拿大多伦多，美国总部设在佛罗里达州朗博特基。公司由加拿大科技创业者克里斯·帕夫洛夫斯基于2013年创立，云服务板块为Truth Social提供托管支持，其视频平台在美国保守派及极右翼用户群体中广受欢迎，属于“另类科技”阵营。
DNA vs RUM — 直观对比
营收规模更大
DNA
是对方的1.2倍
$27.1M
营收增速更快
RUM
高出13.4%
-23.8%
自由现金流更多
RUM
多$16.0M
$-47.7M
两年增速更快
RUM
近两年复合增速
-6.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $33.4M | $27.1M |
| 净利润 | — | $-32.7M |
| 毛利率 | — | 5.5% |
| 营业利润率 | -211.9% | -131.1% |
| 净利率 | — | -120.8% |
| 营收同比 | -23.8% | -10.5% |
| 净利润同比 | — | 86.2% |
| 每股收益（稀释后） | $-1.41 | $-0.13 |
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DNARUM
| Q4 25 | $33.4M | $27.1M | ||
| Q3 25 | $38.8M | $24.8M | ||
| Q2 25 | $49.6M | — | ||
| Q1 25 | $48.3M | $23.7M | ||
| Q4 24 | $43.8M | $30.2M | ||
| Q3 24 | $89.0M | $25.1M | ||
| Q2 24 | $56.2M | $22.5M | ||
| Q1 24 | $37.9M | $17.7M |
净利润DNARUM
| Q4 25 | — | $-32.7M | ||
| Q3 25 | $-80.8M | $-16.3M | ||
| Q2 25 | $-60.3M | — | ||
| Q1 25 | $-91.0M | $-2.7M | ||
| Q4 24 | — | $-236.8M | ||
| Q3 24 | $-56.4M | $-31.5M | ||
| Q2 24 | $-217.2M | $-26.8M | ||
| Q1 24 | $-165.9M | $-43.3M |
毛利率DNARUM
| Q4 25 | — | 5.5% | ||
| Q3 25 | — | -1.8% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | -26.7% | ||
| Q4 24 | — | -14.2% | ||
| Q3 24 | — | -45.4% | ||
| Q2 24 | — | -58.8% | ||
| Q1 24 | — | -79.5% |
营业利润率DNARUM
| Q4 25 | -211.9% | -131.1% | ||
| Q3 25 | -231.8% | -113.6% | ||
| Q2 25 | -132.1% | — | ||
| Q1 25 | -184.1% | -153.5% | ||
| Q4 24 | -236.3% | -80.1% | ||
| Q3 24 | -62.0% | -131.0% | ||
| Q2 24 | -396.7% | -172.7% | ||
| Q1 24 | -469.1% | -197.4% |
净利率DNARUM
| Q4 25 | — | -120.8% | ||
| Q3 25 | -207.9% | -65.7% | ||
| Q2 25 | -121.6% | — | ||
| Q1 25 | -188.2% | -11.2% | ||
| Q4 24 | — | -783.2% | ||
| Q3 24 | -63.3% | -125.9% | ||
| Q2 24 | -386.4% | -119.2% | ||
| Q1 24 | -437.3% | -244.1% |
每股收益（稀释后）DNARUM
| Q4 25 | $-1.41 | $-0.13 | ||
| Q3 25 | $-1.45 | $-0.06 | ||
| Q2 25 | $-1.10 | — | ||
| Q1 25 | $-1.68 | $-0.01 | ||
| Q4 24 | $-1.91 | $-1.17 | ||
| Q3 24 | $-1.08 | $-0.15 | ||
| Q2 24 | $-4.23 | $-0.13 | ||
| Q1 24 | $-3.32 | $-0.21 |
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 | $422.6M | $237.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $508.6M | $274.8M |
| 总资产 | $1.1B | $336.8M |
| 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DNARUM
| Q4 25 | $422.6M | $237.9M | ||
| Q3 25 | $495.5M | $269.8M | ||
| Q2 25 | $559.4M | — | ||
| Q1 25 | $325.3M | $301.3M | ||
| Q4 24 | $561.6M | $114.0M | ||
| Q3 24 | $616.2M | $132.0M | ||
| Q2 24 | $730.4M | $154.2M | ||
| Q1 24 | $840.4M | $183.8M |
股东权益DNARUM
| Q4 25 | $508.6M | $274.8M | ||
| Q3 25 | $559.8M | $302.2M | ||
| Q2 25 | $613.0M | — | ||
| Q1 25 | $647.4M | $339.6M | ||
| Q4 24 | $716.1M | $-63.1M | ||
| Q3 24 | $797.9M | $166.1M | ||
| Q2 24 | $833.1M | $192.7M | ||
| Q1 24 | $987.3M | $210.7M |
总资产DNARUM
| Q4 25 | $1.1B | $336.8M | ||
| Q3 25 | $1.2B | $367.2M | ||
| Q2 25 | $1.2B | — | ||
| Q1 25 | $1.3B | $391.1M | ||
| Q4 24 | $1.4B | $195.3M | ||
| Q3 24 | $1.5B | $217.2M | ||
| Q2 24 | $1.6B | $243.2M | ||
| Q1 24 | $1.6B | $263.0M |
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 | $-47.7M | $-29.4M |
| 自由现金流经营现金流 - 资本支出 | $-47.7M | $-31.7M |
| 自由现金流率自由现金流/营收 | -142.8% | -117.2% |
| 资本支出强度资本支出/营收 | 0.0% | 8.5% |
| 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 | — | $-70.8M |
8季度趋势，按日历期对齐
经营现金流DNARUM
| Q4 25 | $-47.7M | $-29.4M | ||
| Q3 25 | $-31.6M | $-10.6M | ||
| Q2 25 | $-40.3M | — | ||
| Q1 25 | $-51.5M | $-14.5M | ||
| Q4 24 | $-42.4M | $-12.4M | ||
| Q3 24 | $-103.5M | $-19.1M | ||
| Q2 24 | $-84.4M | $-21.7M | ||
| Q1 24 | $-89.3M | $-33.9M |
自由现金流DNARUM
| Q4 25 | $-47.7M | $-31.7M | ||
| Q3 25 | — | $-12.0M | ||
| Q2 25 | $-40.3M | — | ||
| Q1 25 | $-59.1M | $-14.6M | ||
| Q4 24 | $-56.1M | $-12.4M | ||
| Q3 24 | $-118.6M | $-19.9M | ||
| Q2 24 | $-111.4M | $-23.1M | ||
| Q1 24 | $-96.0M | $-34.3M |
自由现金流率DNARUM
| Q4 25 | -142.8% | -117.2% | ||
| Q3 25 | — | -48.6% | ||
| Q2 25 | -81.2% | — | ||
| Q1 25 | -122.4% | -61.7% | ||
| Q4 24 | -128.0% | -40.9% | ||
| Q3 24 | -133.2% | -79.5% | ||
| Q2 24 | -198.2% | -102.8% | ||
| Q1 24 | -252.9% | -193.3% |
资本支出强度DNARUM
| Q4 25 | 0.0% | 8.5% | ||
| Q3 25 | 0.0% | 5.7% | ||
| Q2 25 | 0.1% | — | ||
| Q1 25 | 15.8% | 0.6% | ||
| Q4 24 | 31.3% | 0.1% | ||
| Q3 24 | 16.9% | 3.4% | ||
| Q2 24 | 48.1% | 6.1% | ||
| Q1 24 | 17.7% | 2.4% |
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
DNA
| Cell Engineering Segment | $26.0M | 78% |
| Other | $7.4M | 22% |
RUM
| Audience Monetization | $23.8M | 88% |
| Other Initiatives | $3.3M | 12% |
