vs
GRAFTECH INTERNATIONAL LTD（EAF）与再鼎医药（ZLAB）财务数据对比。点击上方公司名可切换其他公司
再鼎医药的季度营收约是GRAFTECH INTERNATIONAL LTD的1.0倍（$127.1M vs $125.1M），再鼎医药同比增速更快（17.1% vs 11.9%），再鼎医药自由现金流更多（$-26.7M vs $-27.1M），过去两年再鼎医药的营收复合增速更高（20.8% vs -4.6%）
格瑞泰克国际有限公司是石墨电极与石油焦生产商，其产品是电弧炉炼钢及其他金属生产的核心原材料。公司总部位于俄亥俄州布鲁克林海茨，在法国加来、西班牙潘普洛纳、墨西哥蒙特雷以及美国宾夕法尼亚州圣玛丽斯均设有生产基地。
再鼎医药是一家创新生物制药企业，专注于肿瘤、自身免疫性疾病、感染性疾病等领域创新疗法的研发、生产与商业化，核心市场覆盖大中华区，与全球多家头部生物科技企业合作，为存在未被满足医疗需求的患者提供治疗方案。
EAF vs ZLAB — 直观对比
营收规模更大
ZLAB
是对方的1.0倍
$125.1M
营收增速更快
ZLAB
高出5.3%
11.9%
自由现金流更多
ZLAB
多$380.0K
$-27.1M
两年增速更快
ZLAB
近两年复合增速
-4.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $125.1M | $127.1M |
| 净利润 | $-43.3M | — |
| 毛利率 | -7.8% | 51.0% |
| 营业利润率 | — | -54.6% |
| 净利率 | -34.6% | — |
| 营收同比 | 11.9% | 17.1% |
| 净利润同比 | -10.0% | — |
| 每股收益（稀释后） | — | $-0.05 |
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EAFZLAB
| Q1 26 | $125.1M | — | ||
| Q4 25 | $116.5M | $127.1M | ||
| Q3 25 | $144.0M | $115.4M | ||
| Q2 25 | $131.8M | $109.1M | ||
| Q1 25 | $111.8M | $105.7M | ||
| Q4 24 | $134.2M | $108.5M | ||
| Q3 24 | $130.7M | $101.8M | ||
| Q2 24 | $137.3M | $100.1M |
净利润EAFZLAB
| Q1 26 | $-43.3M | — | ||
| Q4 25 | $-65.1M | — | ||
| Q3 25 | $-28.5M | $-36.0M | ||
| Q2 25 | $-86.9M | $-40.7M | ||
| Q1 25 | $-39.4M | $-48.4M | ||
| Q4 24 | $-49.5M | — | ||
| Q3 24 | $-36.1M | $-41.7M | ||
| Q2 24 | $-14.8M | $-80.3M |
毛利率EAFZLAB
| Q1 26 | -7.8% | — | ||
| Q4 25 | -20.9% | 51.0% | ||
| Q3 25 | 7.2% | 59.5% | ||
| Q2 25 | 0.0% | 60.6% | ||
| Q1 25 | -1.5% | 63.6% | ||
| Q4 24 | -7.8% | 61.5% | ||
| Q3 24 | -9.2% | 64.1% | ||
| Q2 24 | 2.9% | 64.9% |
营业利润率EAFZLAB
| Q1 26 | — | — | ||
| Q4 25 | -33.6% | -54.6% | ||
| Q3 25 | -3.6% | -42.3% | ||
| Q2 25 | -11.0% | -50.3% | ||
| Q1 25 | -16.3% | -53.3% | ||
| Q4 24 | -18.6% | -62.6% | ||
| Q3 24 | -20.1% | -66.6% | ||
| Q2 24 | -2.0% | -76.0% |
净利率EAFZLAB
| Q1 26 | -34.6% | — | ||
| Q4 25 | -55.9% | — | ||
| Q3 25 | -19.8% | -31.2% | ||
| Q2 25 | -65.9% | -37.3% | ||
| Q1 25 | -35.2% | -45.8% | ||
| Q4 24 | -36.9% | — | ||
| Q3 24 | -27.6% | -40.9% | ||
| Q2 24 | -10.7% | -80.2% |
每股收益（稀释后）EAFZLAB
| Q1 26 | — | — | ||
| Q4 25 | $-6.86 | $-0.05 | ||
| Q3 25 | $-1.10 | $-0.03 | ||
| Q2 25 | $-0.34 | $-0.04 | ||
| Q1 25 | $-0.15 | $-0.04 | ||
| Q4 24 | $-3.51 | $-0.09 | ||
| Q3 24 | $-1.40 | $-0.04 | ||
| Q2 24 | $-0.06 | $-0.08 |
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 | $120.2M | $689.6M |
| 总债务越低越好 | $1.1B | — |
| 股东权益账面价值 | — | $715.5M |
| 总资产 | $997.2M | $1.2B |
| 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EAFZLAB
| Q1 26 | $120.2M | — | ||
| Q4 25 | — | $689.6M | ||
| Q3 25 | — | $717.2M | ||
| Q2 25 | — | $732.2M | ||
| Q1 25 | — | $757.3M | ||
| Q4 24 | — | $779.7M | ||
| Q3 24 | — | $616.1M | ||
| Q2 24 | $120.7M | $630.0M |
总债务EAFZLAB
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | — | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $1.1B | — | ||
| Q1 25 | $1.1B | — | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $929.5M | — | ||
| Q2 24 | $928.2M | — |
股东权益EAFZLAB
| Q1 26 | — | — | ||
| Q4 25 | $-259.6M | $715.5M | ||
| Q3 25 | $-194.4M | $759.9M | ||
| Q2 25 | $-168.4M | $791.7M | ||
| Q1 25 | $-105.3M | $810.8M | ||
| Q4 24 | $-78.9M | $840.9M | ||
| Q3 24 | $-9.0M | $667.7M | ||
| Q2 24 | $16.2M | $704.2M |
总资产EAFZLAB
| Q1 26 | $997.2M | — | ||
| Q4 25 | $1.0B | $1.2B | ||
| Q3 25 | $1.1B | $1.2B | ||
| Q2 25 | $1.1B | $1.2B | ||
| Q1 25 | $1.2B | $1.2B | ||
| Q4 24 | $1.2B | $1.2B | ||
| Q3 24 | $1.1B | $985.3M | ||
| Q2 24 | $1.2B | $987.4M |
负债/权益比EAFZLAB
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 57.16× | — |
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 | $-14.9M | $-26.0M |
| 自由现金流经营现金流 - 资本支出 | $-27.1M | $-26.7M |
| 自由现金流率自由现金流/营收 | -21.6% | -21.0% |
| 资本支出强度资本支出/营收 | 9.7% | 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 | $-105.1M | $-158.9M |
8季度趋势，按日历期对齐
经营现金流EAFZLAB
| Q1 26 | $-14.9M | — | ||
| Q4 25 | $-20.9M | $-26.0M | ||
| Q3 25 | $24.7M | $-32.0M | ||
| Q2 25 | $-53.2M | $-31.0M | ||
| Q1 25 | $-32.2M | $-61.7M | ||
| Q4 24 | $-26.4M | $-55.8M | ||
| Q3 24 | $23.7M | $-26.8M | ||
| Q2 24 | $-36.9M | $-42.2M |
自由现金流EAFZLAB
| Q1 26 | $-27.1M | — | ||
| Q4 25 | $-39.3M | $-26.7M | ||
| Q3 25 | $18.4M | $-35.0M | ||
| Q2 25 | $-57.1M | $-33.9M | ||
| Q1 25 | $-42.5M | $-63.2M | ||
| Q4 24 | $-39.2M | $-58.4M | ||
| Q3 24 | $19.7M | $-28.2M | ||
| Q2 24 | $-43.8M | $-42.9M |
自由现金流率EAFZLAB
| Q1 26 | -21.6% | — | ||
| Q4 25 | -33.7% | -21.0% | ||
| Q3 25 | 12.8% | -30.4% | ||
| Q2 25 | -43.3% | -31.1% | ||
| Q1 25 | -38.0% | -59.9% | ||
| Q4 24 | -29.2% | -53.8% | ||
| Q3 24 | 15.1% | -27.7% | ||
| Q2 24 | -31.9% | -42.9% |
资本支出强度EAFZLAB
| Q1 26 | 9.7% | — | ||
| Q4 25 | 15.8% | 0.5% | ||
| Q3 25 | 4.4% | 2.6% | ||
| Q2 25 | 3.0% | 2.6% | ||
| Q1 25 | 9.2% | 1.5% | ||
| Q4 24 | 9.5% | 2.4% | ||
| Q3 24 | 3.1% | 1.3% | ||
| Q2 24 | 5.1% | 0.7% |
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
EAF
暂无分部数据
ZLAB
| Zejula | $56.0M | 44% |
| Other | $21.9M | 17% |
| Nuzyra | $16.0M | 13% |
| Optune | $11.9M | 9% |
| XACDURO | $10.7M | 8% |
| Qinlock | $9.7M | 8% |
| AUGTYRO | $836.0K | 1% |
