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简柏特（EGP）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
简柏特的季度营收约是再鼎医药的1.5倍（$190.3M vs $127.1M），再鼎医药同比增速更快（17.1% vs 9.1%），简柏特自由现金流更多（$126.7M vs $-26.7M），过去两年再鼎医药的营收复合增速更高（20.8% vs 9.4%）
简柏特是全球领先的信息技术服务、咨询及外包服务商，总部位于美国纽约，注册地为百慕大，最初创立于印度古尔冈。目前公司全球员工超12.5万名，服务覆盖30余个国家，于纽交所上市，2023年营收达44.8亿美元。
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。
EGP vs ZLAB — 直观对比
营收规模更大
EGP
是对方的1.5倍
$127.1M
营收增速更快
ZLAB
高出8.1%
9.1%
自由现金流更多
EGP
多$153.4M
$-26.7M
两年增速更快
ZLAB
近两年复合增速
9.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $190.3M | $127.1M |
| 净利润 | $94.6M | — |
| 毛利率 | — | 51.0% |
| 营业利润率 | — | -54.6% |
| 净利率 | 49.7% | — |
| 营收同比 | 9.1% | 17.1% |
| 净利润同比 | 59.2% | — |
| 每股收益（稀释后） | $1.77 | $-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EGPZLAB
| Q1 26 | $190.3M | — | ||
| Q4 25 | $187.5M | $127.1M | ||
| Q3 25 | $182.1M | $115.4M | ||
| Q2 25 | $177.3M | $109.1M | ||
| Q1 25 | $174.4M | $105.7M | ||
| Q4 24 | $164.0M | $108.5M | ||
| Q3 24 | $162.9M | $101.8M | ||
| Q2 24 | $159.1M | $100.1M |
净利润EGPZLAB
| Q1 26 | $94.6M | — | ||
| Q4 25 | $67.8M | — | ||
| Q3 25 | $67.0M | $-36.0M | ||
| Q2 25 | $63.3M | $-40.7M | ||
| Q1 25 | $59.4M | $-48.4M | ||
| Q4 24 | $58.7M | — | ||
| Q3 24 | $55.2M | $-41.7M | ||
| Q2 24 | $55.3M | $-80.3M |
毛利率EGPZLAB
| Q1 26 | — | — | ||
| Q4 25 | — | 51.0% | ||
| Q3 25 | — | 59.5% | ||
| Q2 25 | — | 60.6% | ||
| Q1 25 | — | 63.6% | ||
| Q4 24 | — | 61.5% | ||
| Q3 24 | — | 64.1% | ||
| Q2 24 | — | 64.9% |
营业利润率EGPZLAB
| Q1 26 | — | — | ||
| Q4 25 | — | -54.6% | ||
| Q3 25 | — | -42.3% | ||
| Q2 25 | — | -50.3% | ||
| Q1 25 | — | -53.3% | ||
| Q4 24 | — | -62.6% | ||
| Q3 24 | — | -66.6% | ||
| Q2 24 | — | -76.0% |
净利率EGPZLAB
| Q1 26 | 49.7% | — | ||
| Q4 25 | 36.1% | — | ||
| Q3 25 | 36.8% | -31.2% | ||
| Q2 25 | 35.7% | -37.3% | ||
| Q1 25 | 34.1% | -45.8% | ||
| Q4 24 | 35.8% | — | ||
| Q3 24 | 33.9% | -40.9% | ||
| Q2 24 | 34.8% | -80.2% |
每股收益（稀释后）EGPZLAB
| Q1 26 | $1.77 | — | ||
| Q4 25 | $1.27 | $-0.05 | ||
| Q3 25 | $1.26 | $-0.03 | ||
| Q2 25 | $1.20 | $-0.04 | ||
| Q1 25 | $1.14 | $-0.04 | ||
| Q4 24 | $1.17 | $-0.09 | ||
| Q3 24 | $1.13 | $-0.04 | ||
| Q2 24 | $1.14 | $-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 | $31.4M | $689.6M |
| 总债务越低越好 | $1.6B | — |
| 股东权益账面价值 | $3.6B | $715.5M |
| 总资产 | $5.5B | $1.2B |
| 负债/权益比越低杠杆越低 | 0.45× | — |
8季度趋势，按日历期对齐
现金及短期投资EGPZLAB
| Q1 26 | $31.4M | — | ||
| Q4 25 | $1.0M | $689.6M | ||
| Q3 25 | $3.0M | $717.2M | ||
| Q2 25 | $32.9M | $732.2M | ||
| Q1 25 | $20.5M | $757.3M | ||
| Q4 24 | $17.5M | $779.7M | ||
| Q3 24 | $17.0M | $616.1M | ||
| Q2 24 | $39.4M | $630.0M |
总债务EGPZLAB
| Q1 26 | $1.6B | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $1.4B | — | ||
| Q2 25 | $1.5B | — | ||
| Q1 25 | $1.5B | — | ||
| Q4 24 | $1.5B | — | ||
| Q3 24 | $1.6B | — | ||
| Q2 24 | $1.7B | — |
股东权益EGPZLAB
| Q1 26 | $3.6B | — | ||
| Q4 25 | $3.5B | $715.5M | ||
| Q3 25 | $3.5B | $759.9M | ||
| Q2 25 | $3.4B | $791.7M | ||
| Q1 25 | $3.3B | $810.8M | ||
| Q4 24 | $3.3B | $840.9M | ||
| Q3 24 | $2.8B | $667.7M | ||
| Q2 24 | $2.8B | $704.2M |
总资产EGPZLAB
| Q1 26 | $5.5B | — | ||
| Q4 25 | $5.4B | $1.2B | ||
| Q3 25 | $5.4B | $1.2B | ||
| Q2 25 | $5.2B | $1.2B | ||
| Q1 25 | $5.1B | $1.2B | ||
| Q4 24 | $5.1B | $1.2B | ||
| Q3 24 | $4.8B | $985.3M | ||
| Q2 24 | $4.7B | $987.4M |
负债/权益比EGPZLAB
| Q1 26 | 0.45× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 0.41× | — | ||
| Q2 25 | 0.43× | — | ||
| Q1 25 | 0.43× | — | ||
| Q4 24 | 0.46× | — | ||
| Q3 24 | 0.57× | — | ||
| Q2 24 | 0.60× | — |
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 | $142.3M | $-26.0M |
| 自由现金流经营现金流 - 资本支出 | $126.7M | $-26.7M |
| 自由现金流率自由现金流/营收 | 66.6% | -21.0% |
| 资本支出强度资本支出/营收 | 8.2% | 0.5% |
| 现金转化率经营现金流/净利润 | 1.50× | — |
| 过去12个月自由现金流最近4个季度 | $771.1M | $-158.9M |
8季度趋势，按日历期对齐
经营现金流EGPZLAB
| Q1 26 | $142.3M | — | ||
| Q4 25 | $480.7M | $-26.0M | ||
| Q3 25 | $138.9M | $-32.0M | ||
| Q2 25 | $143.4M | $-31.0M | ||
| Q1 25 | $133.7M | $-61.7M | ||
| Q4 24 | $416.6M | $-55.8M | ||
| Q3 24 | $122.9M | $-26.8M | ||
| Q2 24 | $122.9M | $-42.2M |
自由现金流EGPZLAB
| Q1 26 | $126.7M | — | ||
| Q4 25 | $404.9M | $-26.7M | ||
| Q3 25 | $120.3M | $-35.0M | ||
| Q2 25 | $119.2M | $-33.9M | ||
| Q1 25 | $113.9M | $-63.2M | ||
| Q4 24 | $357.3M | $-58.4M | ||
| Q3 24 | $108.5M | $-28.2M | ||
| Q2 24 | $102.8M | $-42.9M |
自由现金流率EGPZLAB
| Q1 26 | 66.6% | — | ||
| Q4 25 | 216.0% | -21.0% | ||
| Q3 25 | 66.0% | -30.4% | ||
| Q2 25 | 67.2% | -31.1% | ||
| Q1 25 | 65.3% | -59.9% | ||
| Q4 24 | 217.8% | -53.8% | ||
| Q3 24 | 66.6% | -27.7% | ||
| Q2 24 | 64.6% | -42.9% |
资本支出强度EGPZLAB
| Q1 26 | 8.2% | — | ||
| Q4 25 | 40.5% | 0.5% | ||
| Q3 25 | 10.2% | 2.6% | ||
| Q2 25 | 13.7% | 2.6% | ||
| Q1 25 | 11.3% | 1.5% | ||
| Q4 24 | 36.1% | 2.4% | ||
| Q3 24 | 8.9% | 1.3% | ||
| Q2 24 | 12.6% | 0.7% |
现金转化率EGPZLAB
| Q1 26 | 1.50× | — | ||
| Q4 25 | 7.10× | — | ||
| Q3 25 | 2.07× | — | ||
| Q2 25 | 2.26× | — | ||
| Q1 25 | 2.25× | — | ||
| Q4 24 | 7.10× | — | ||
| Q3 24 | 2.23× | — | ||
| Q2 24 | 2.22× | — |
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
EGP
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% |
