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8X8 INC（EGHT）与Ultragenyx Pharmaceutical Inc.（RARE）财务数据对比。点击上方公司名可切换其他公司
Ultragenyx Pharmaceutical Inc.的季度营收约是8X8 INC的1.1倍（$207.3M vs $185.1M），8X8 INC净利率更高（2.8% vs -62.0%，领先64.8%），Ultragenyx Pharmaceutical Inc.同比增速更快（25.9% vs 3.4%），8X8 INC自由现金流更多（$19.1M vs $-100.8M），过去两年Ultragenyx Pharmaceutical Inc.的营收复合增速更高（38.0% vs 1.6%）
8x8 Inc是源自美国的企业级云通信与客户体验软件服务商，依托云架构为企业提供统一通信、呼叫中心及通信平台即服务（CPaaS）等产品方案，公司总部位于加利福尼亚州坎贝尔，其股票在纳斯达克交易所挂牌交易。
Ultragenyx Pharmaceutical Inc.是一家总部位于美国的生物制药企业，专注于研发罕见病和超罕见遗传病的创新治疗方案，这类疾病目前大多无获批疗法，存在大量未被满足的临床需求。公司覆盖生物制剂、小分子药物、基因疗法、反义寡核苷酸及mRNA等多种药物技术平台，研发管线涵盖骨骼、内分泌、代谢、肌肉及中枢神经系统疾病领域。
EGHT vs RARE — 直观对比
营收规模更大
RARE
是对方的1.1倍
$185.1M
营收增速更快
RARE
高出22.4%
3.4%
净利率更高
EGHT
高出64.8%
-62.0%
自由现金流更多
EGHT
多$119.9M
$-100.8M
两年增速更快
RARE
近两年复合增速
1.6%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $207.3M |
| 净利润 | $5.1M | $-128.6M |
| 毛利率 | 63.9% | — |
| 营业利润率 | 5.2% | -54.7% |
| 净利率 | 2.8% | -62.0% |
| 营收同比 | 3.4% | 25.9% |
| 净利润同比 | 68.4% | 3.5% |
| 每股收益（稀释后） | $0.04 | $-1.28 |
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EGHTRARE
| Q4 25 | $185.1M | $207.3M | ||
| Q3 25 | $184.1M | $159.9M | ||
| Q2 25 | $181.4M | $166.5M | ||
| Q1 25 | $177.0M | $139.3M | ||
| Q4 24 | $178.9M | $164.6M | ||
| Q3 24 | $181.0M | $139.5M | ||
| Q2 24 | $178.1M | $147.0M | ||
| Q1 24 | $179.4M | $108.8M |
净利润EGHTRARE
| Q4 25 | $5.1M | $-128.6M | ||
| Q3 25 | $767.0K | $-180.4M | ||
| Q2 25 | $-4.3M | $-115.0M | ||
| Q1 25 | $-5.4M | $-151.1M | ||
| Q4 24 | $3.0M | $-133.2M | ||
| Q3 24 | $-14.5M | $-133.5M | ||
| Q2 24 | $-10.3M | $-131.6M | ||
| Q1 24 | $-23.6M | $-170.7M |
毛利率EGHTRARE
| Q4 25 | 63.9% | — | ||
| Q3 25 | 64.8% | — | ||
| Q2 25 | 66.4% | — | ||
| Q1 25 | 67.8% | — | ||
| Q4 24 | 67.7% | — | ||
| Q3 24 | 68.1% | — | ||
| Q2 24 | 67.9% | — | ||
| Q1 24 | 68.2% | — |
营业利润率EGHTRARE
| Q4 25 | 5.2% | -54.7% | ||
| Q3 25 | 2.9% | -106.9% | ||
| Q2 25 | 0.3% | -64.8% | ||
| Q1 25 | 0.2% | -102.6% | ||
| Q4 24 | 5.0% | -74.3% | ||
| Q3 24 | 4.0% | -94.6% | ||
| Q2 24 | -0.8% | -79.1% | ||
| Q1 24 | -7.9% | -151.9% |
净利率EGHTRARE
| Q4 25 | 2.8% | -62.0% | ||
| Q3 25 | 0.4% | -112.8% | ||
| Q2 25 | -2.4% | -69.0% | ||
| Q1 25 | -3.1% | -108.5% | ||
| Q4 24 | 1.7% | -80.9% | ||
| Q3 24 | -8.0% | -95.7% | ||
| Q2 24 | -5.8% | -89.5% | ||
| Q1 24 | -13.1% | -156.8% |
每股收益（稀释后）EGHTRARE
| Q4 25 | $0.04 | $-1.28 | ||
| Q3 25 | $0.01 | $-1.81 | ||
| Q2 25 | $-0.03 | $-1.17 | ||
| Q1 25 | $-0.04 | $-1.57 | ||
| Q4 24 | $0.02 | $-1.34 | ||
| Q3 24 | $-0.11 | $-1.40 | ||
| Q2 24 | $-0.08 | $-1.52 | ||
| Q1 24 | $-0.20 | $-2.03 |
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 | $86.9M | $421.0M |
| 总债务越低越好 | $321.2M | — |
| 股东权益账面价值 | $142.9M | $-80.0M |
| 总资产 | $661.5M | $1.5B |
| 负债/权益比越低杠杆越低 | 2.25× | — |
8季度趋势，按日历期对齐
现金及短期投资EGHTRARE
| Q4 25 | $86.9M | $421.0M | ||
| Q3 25 | $75.9M | $202.5M | ||
| Q2 25 | $81.3M | $176.3M | ||
| Q1 25 | $88.0M | $127.1M | ||
| Q4 24 | $104.2M | $174.0M | ||
| Q3 24 | $117.4M | $150.6M | ||
| Q2 24 | $130.8M | $480.7M | ||
| Q1 24 | $117.3M | $112.3M |
总债务EGHTRARE
| Q4 25 | $321.2M | — | ||
| Q3 25 | $325.8M | — | ||
| Q2 25 | $335.4M | — | ||
| Q1 25 | $350.0M | — | ||
| Q4 24 | $364.5M | — | ||
| Q3 24 | $396.9M | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $409.7M | — |
股东权益EGHTRARE
| Q4 25 | $142.9M | $-80.0M | ||
| Q3 25 | $133.2M | $9.2M | ||
| Q2 25 | $128.2M | $151.3M | ||
| Q1 25 | $122.2M | $144.2M | ||
| Q4 24 | $113.0M | $255.0M | ||
| Q3 24 | $109.8M | $346.8M | ||
| Q2 24 | $104.6M | $432.4M | ||
| Q1 24 | $102.0M | $140.3M |
总资产EGHTRARE
| Q4 25 | $661.5M | $1.5B | ||
| Q3 25 | $670.8M | $1.2B | ||
| Q2 25 | $684.3M | $1.3B | ||
| Q1 25 | $683.2M | $1.3B | ||
| Q4 24 | $698.2M | $1.5B | ||
| Q3 24 | $740.1M | $1.5B | ||
| Q2 24 | $755.7M | $1.6B | ||
| Q1 24 | $756.0M | $1.3B |
负债/权益比EGHTRARE
| Q4 25 | 2.25× | — | ||
| Q3 25 | 2.45× | — | ||
| Q2 25 | 2.62× | — | ||
| Q1 25 | 2.86× | — | ||
| Q4 24 | 3.23× | — | ||
| Q3 24 | 3.61× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 4.02× | — |
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 | $20.7M | $-99.8M |
| 自由现金流经营现金流 - 资本支出 | $19.1M | $-100.8M |
| 自由现金流率自由现金流/营收 | 10.3% | -48.6% |
| 资本支出强度资本支出/营收 | 0.9% | 0.5% |
| 现金转化率经营现金流/净利润 | 4.07× | — |
| 过去12个月自由现金流最近4个季度 | $43.8M | $-472.0M |
8季度趋势，按日历期对齐
经营现金流EGHTRARE
| Q4 25 | $20.7M | $-99.8M | ||
| Q3 25 | $8.8M | $-91.4M | ||
| Q2 25 | $11.9M | $-108.3M | ||
| Q1 25 | $5.9M | $-166.5M | ||
| Q4 24 | $27.2M | $-79.3M | ||
| Q3 24 | $12.3M | $-67.0M | ||
| Q2 24 | $18.1M | $-77.0M | ||
| Q1 24 | $12.7M | $-190.7M |
自由现金流EGHTRARE
| Q4 25 | $19.1M | $-100.8M | ||
| Q3 25 | $7.7M | $-92.7M | ||
| Q2 25 | $11.5M | $-110.7M | ||
| Q1 25 | $5.5M | $-167.8M | ||
| Q4 24 | $26.8M | $-79.5M | ||
| Q3 24 | $11.1M | $-68.6M | ||
| Q2 24 | $17.8M | $-79.0M | ||
| Q1 24 | $12.3M | $-193.9M |
自由现金流率EGHTRARE
| Q4 25 | 10.3% | -48.6% | ||
| Q3 25 | 4.2% | -58.0% | ||
| Q2 25 | 6.3% | -66.5% | ||
| Q1 25 | 3.1% | -120.5% | ||
| Q4 24 | 15.0% | -48.3% | ||
| Q3 24 | 6.1% | -49.2% | ||
| Q2 24 | 10.0% | -53.7% | ||
| Q1 24 | 6.9% | -178.2% |
资本支出强度EGHTRARE
| Q4 25 | 0.9% | 0.5% | ||
| Q3 25 | 0.6% | 0.8% | ||
| Q2 25 | 0.2% | 1.5% | ||
| Q1 25 | 0.2% | 1.0% | ||
| Q4 24 | 0.3% | 0.1% | ||
| Q3 24 | 0.7% | 1.2% | ||
| Q2 24 | 0.2% | 1.4% | ||
| Q1 24 | 0.2% | 3.0% |
现金转化率EGHTRARE
| Q4 25 | 4.07× | — | ||
| Q3 25 | 11.52× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 9.01× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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
EGHT
| Services | $179.7M | 97% |
| Other | $5.4M | 3% |
RARE
| Royalty | $105.6M | 51% |
| Products | $101.7M | 49% |
