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Ginkgo Bioworks Holdings, Inc.（DNA）与RECURSION PHARMACEUTICALS, INC.（RXRX）财务数据对比。点击上方公司名可切换其他公司
RECURSION PHARMACEUTICALS, INC.的季度营收约是Ginkgo Bioworks Holdings, Inc.的1.1倍（$35.5M vs $33.4M），RECURSION PHARMACEUTICALS, INC.同比增速更快（681.7% vs -23.8%），RECURSION PHARMACEUTICALS, INC.自由现金流更多（$-47.3M vs $-47.7M），过去两年RECURSION PHARMACEUTICALS, INC.的营收复合增速更高（60.5% 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。
Recursion Pharmaceuticals是一家临床阶段生物技术企业，依托人工智能技术和高通量生物实验体系，开发针对罕见病、肿瘤、炎症性疾病等领域未满足医疗需求的创新疗法，核心市场覆盖北美，与全球多家生物制药企业合作推进在研管线落地。
DNA vs RXRX — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $33.4M | $35.5M |
| 净利润 | — | $-108.1M |
| 毛利率 | — | 59.8% |
| 营业利润率 | -211.9% | -304.8% |
| 净利率 | — | -304.2% |
| 营收同比 | -23.8% | 681.7% |
| 净利润同比 | — | 39.6% |
| 每股收益（稀释后） | $-1.41 | $-0.17 |
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
| Q4 25 | $33.4M | $35.5M | ||
| Q3 25 | $38.8M | $5.2M | ||
| Q2 25 | $49.6M | $19.2M | ||
| Q1 25 | $48.3M | $14.7M | ||
| Q4 24 | $43.8M | $4.5M | ||
| Q3 24 | $89.0M | $26.1M | ||
| Q2 24 | $56.2M | $14.4M | ||
| Q1 24 | $37.9M | $13.8M |
| Q4 25 | — | $-108.1M | ||
| Q3 25 | $-80.8M | $-162.3M | ||
| Q2 25 | $-60.3M | $-171.9M | ||
| Q1 25 | $-91.0M | $-202.5M | ||
| Q4 24 | — | $-178.9M | ||
| Q3 24 | $-56.4M | $-95.8M | ||
| Q2 24 | $-217.2M | $-97.5M | ||
| Q1 24 | $-165.9M | $-91.4M |
| Q4 25 | — | 59.8% | ||
| Q3 25 | — | -183.8% | ||
| Q2 25 | — | -4.9% | ||
| Q1 25 | — | -48.0% | ||
| Q4 24 | — | -181.4% | ||
| Q3 24 | — | 53.7% | ||
| Q2 24 | — | 36.2% | ||
| Q1 24 | — | 19.1% |
| Q4 25 | -211.9% | -304.8% | ||
| Q3 25 | -231.8% | -3327.6% | ||
| Q2 25 | -132.1% | -916.8% | ||
| Q1 25 | -184.1% | -1297.9% | ||
| Q4 24 | -236.3% | -4042.4% | ||
| Q3 24 | -62.0% | -377.1% | ||
| Q2 24 | -396.7% | -697.4% | ||
| Q1 24 | -469.1% | -698.4% |
| Q4 25 | — | -304.2% | ||
| Q3 25 | -207.9% | -3135.3% | ||
| Q2 25 | -121.6% | -894.2% | ||
| Q1 25 | -188.2% | -1373.3% | ||
| Q4 24 | — | -3935.5% | ||
| Q3 24 | -63.3% | -367.5% | ||
| Q2 24 | -386.4% | -676.6% | ||
| Q1 24 | -437.3% | -662.4% |
| Q4 25 | $-1.41 | $-0.17 | ||
| Q3 25 | $-1.45 | $-0.36 | ||
| Q2 25 | $-1.10 | $-0.41 | ||
| Q1 25 | $-1.68 | $-0.50 | ||
| Q4 24 | $-1.91 | $-0.56 | ||
| Q3 24 | $-1.08 | $-0.34 | ||
| Q2 24 | $-4.23 | $-0.40 | ||
| Q1 24 | $-3.32 | $-0.39 |
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 | $743.3M |
| 总债务越低越好 | — | $9.6M |
| 股东权益账面价值 | $508.6M | $1.1B |
| 总资产 | $1.1B | $1.5B |
| 负债/权益比越低杠杆越低 | — | 0.01× |
8季度趋势，按日历期对齐
| Q4 25 | $422.6M | $743.3M | ||
| Q3 25 | $495.5M | $659.8M | ||
| Q2 25 | $559.4M | $525.1M | ||
| Q1 25 | $325.3M | $500.5M | ||
| Q4 24 | $561.6M | $594.4M | ||
| Q3 24 | $616.2M | $427.6M | ||
| Q2 24 | $730.4M | $474.3M | ||
| Q1 24 | $840.4M | $296.3M |
| Q4 25 | — | $9.6M | ||
| Q3 25 | — | $11.9M | ||
| Q2 25 | — | $14.2M | ||
| Q1 25 | — | $16.4M | ||
| Q4 24 | — | $19.0M | ||
| Q3 24 | — | $20.5M | ||
| Q2 24 | — | $22.9M | ||
| Q1 24 | — | — |
| Q4 25 | $508.6M | $1.1B | ||
| Q3 25 | $559.8M | $1.0B | ||
| Q2 25 | $613.0M | $919.1M | ||
| Q1 25 | $647.4M | $933.9M | ||
| Q4 24 | $716.1M | $1.0B | ||
| Q3 24 | $797.9M | $524.6M | ||
| Q2 24 | $833.1M | $584.4M | ||
| Q1 24 | $987.3M | $401.2M |
| Q4 25 | $1.1B | $1.5B | ||
| Q3 25 | $1.2B | $1.4B | ||
| Q2 25 | $1.2B | $1.3B | ||
| Q1 25 | $1.3B | $1.3B | ||
| Q4 24 | $1.4B | $1.4B | ||
| Q3 24 | $1.5B | $726.5M | ||
| Q2 24 | $1.6B | $775.9M | ||
| Q1 24 | $1.6B | $557.8M |
| Q4 25 | — | 0.01× | ||
| Q3 25 | — | 0.01× | ||
| Q2 25 | — | 0.02× | ||
| Q1 25 | — | 0.02× | ||
| Q4 24 | — | 0.02× | ||
| Q3 24 | — | 0.04× | ||
| Q2 24 | — | 0.04× | ||
| Q1 24 | — | — |
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 | $-46.1M |
| 自由现金流经营现金流 - 资本支出 | $-47.7M | $-47.3M |
| 自由现金流率自由现金流/营收 | -142.8% | -133.1% |
| 资本支出强度资本支出/营收 | 0.0% | 3.5% |
| 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 | — | $-378.3M |
8季度趋势，按日历期对齐
| Q4 25 | $-47.7M | $-46.1M | ||
| Q3 25 | $-31.6M | $-117.4M | ||
| Q2 25 | $-40.3M | $-76.4M | ||
| Q1 25 | $-51.5M | $-132.0M | ||
| Q4 24 | $-42.4M | $-115.4M | ||
| Q3 24 | $-103.5M | $-59.2M | ||
| Q2 24 | $-84.4M | $-82.2M | ||
| Q1 24 | $-89.3M | $-102.3M |
| Q4 25 | $-47.7M | $-47.3M | ||
| Q3 25 | — | $-117.6M | ||
| Q2 25 | $-40.3M | $-79.6M | ||
| Q1 25 | $-59.1M | $-133.8M | ||
| Q4 24 | $-56.1M | $-116.7M | ||
| Q3 24 | $-118.6M | $-63.8M | ||
| Q2 24 | $-111.4M | $-83.4M | ||
| Q1 24 | $-96.0M | $-109.0M |
| Q4 25 | -142.8% | -133.1% | ||
| Q3 25 | — | -2272.5% | ||
| Q2 25 | -81.2% | -413.9% | ||
| Q1 25 | -122.4% | -907.4% | ||
| Q4 24 | -128.0% | -2567.7% | ||
| Q3 24 | -133.2% | -244.6% | ||
| Q2 24 | -198.2% | -578.5% | ||
| Q1 24 | -252.9% | -789.9% |
| Q4 25 | 0.0% | 3.5% | ||
| Q3 25 | 0.0% | 4.7% | ||
| Q2 25 | 0.1% | 16.4% | ||
| Q1 25 | 15.8% | 12.4% | ||
| Q4 24 | 31.3% | 28.6% | ||
| Q3 24 | 16.9% | 17.5% | ||
| Q2 24 | 48.1% | 8.2% | ||
| Q1 24 | 17.7% | 48.2% |
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% |
RXRX
暂无分部数据
