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礼蓝动物保健（ELAN）与Global-E Online Ltd.（GLBE）财务数据对比。点击上方公司名可切换其他公司
礼蓝动物保健的季度营收约是Global-E Online Ltd.的1.8倍（$1.1B vs $625.5M），Global-E Online Ltd.净利率更高（0.9% vs -24.1%，领先25.1%）
礼蓝动物保健是一家美国动物保健制药企业，专注于生产宠物及家畜用药品与疫苗。该公司原为礼来公司旗下子公司，2019年完成分拆独立，目前是全球第三大动物保健企业。
Global-E Online Ltd.是全球领先的跨境电商赋能平台，为直面消费者品牌及零售企业提供一站式跨境销售解决方案，覆盖本地化支付、清关、物流协调、税费核算等服务，助力客户拓展北美、欧洲及亚太等国际市场。
ELAN vs GLBE — 直观对比
营收规模更大
ELAN
是对方的1.8倍
$625.5M
净利率更高
GLBE
高出25.1%
-24.1%
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $625.5M |
| 净利润 | $-276.0M | $5.8M |
| 毛利率 | 51.5% | 45.0% |
| 营业利润率 | -22.6% | 1.3% |
| 净利率 | -24.1% | 0.9% |
| 营收同比 | 12.2% | — |
| 净利润同比 | -3350.0% | — |
| 每股收益（稀释后） | $-0.55 | — |
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ELANGLBE
| Q4 25 | $1.1B | — | ||
| Q3 25 | $1.1B | $625.5M | ||
| Q2 25 | $1.2B | $404.8M | ||
| Q1 25 | $1.2B | $189.9M | ||
| Q4 24 | $1.0B | — | ||
| Q3 24 | $1.0B | $489.9M | ||
| Q2 24 | $1.2B | $313.9M | ||
| Q1 24 | $1.2B | $145.9M |
净利润ELANGLBE
| Q4 25 | $-276.0M | — | ||
| Q3 25 | $-34.0M | $5.8M | ||
| Q2 25 | $11.0M | $-7.4M | ||
| Q1 25 | $67.0M | — | ||
| Q4 24 | $-8.0M | — | ||
| Q3 24 | $364.0M | $-77.1M | ||
| Q2 24 | $-50.0M | $-54.5M | ||
| Q1 24 | $32.0M | — |
毛利率ELANGLBE
| Q4 25 | 51.5% | — | ||
| Q3 25 | 53.4% | 45.0% | ||
| Q2 25 | 57.5% | 44.9% | ||
| Q1 25 | 57.3% | 44.3% | ||
| Q4 24 | 50.9% | — | ||
| Q3 24 | 52.2% | 45.1% | ||
| Q2 24 | 58.2% | 44.8% | ||
| Q1 24 | 57.3% | 43.4% |
营业利润率ELANGLBE
| Q4 25 | -22.6% | — | ||
| Q3 25 | -4.4% | 1.3% | ||
| Q2 25 | 2.0% | -2.1% | ||
| Q1 25 | 5.0% | -10.1% | ||
| Q4 24 | -5.0% | — | ||
| Q3 24 | 54.3% | -14.9% | ||
| Q2 24 | -2.7% | -16.6% | ||
| Q1 24 | 1.0% | -20.1% |
净利率ELANGLBE
| Q4 25 | -24.1% | — | ||
| Q3 25 | -3.0% | 0.9% | ||
| Q2 25 | 0.9% | -1.8% | ||
| Q1 25 | 5.6% | — | ||
| Q4 24 | -0.8% | — | ||
| Q3 24 | 35.3% | -15.7% | ||
| Q2 24 | -4.2% | -17.4% | ||
| Q1 24 | 2.7% | — |
每股收益（稀释后）ELANGLBE
| Q4 25 | $-0.55 | — | ||
| Q3 25 | $-0.07 | — | ||
| Q2 25 | $0.02 | — | ||
| Q1 25 | $0.13 | — | ||
| Q4 24 | $-0.01 | — | ||
| Q3 24 | $0.73 | — | ||
| Q2 24 | $-0.10 | — | ||
| Q1 24 | $0.06 | — |
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 | $545.0M | $251.4M |
| 总债务越低越好 | $3.9B | — |
| 股东权益账面价值 | $6.5B | $933.0M |
| 总资产 | $13.4B | $1.3B |
| 负债/权益比越低杠杆越低 | 0.60× | — |
8季度趋势，按日历期对齐
现金及短期投资ELANGLBE
| Q4 25 | $545.0M | — | ||
| Q3 25 | $505.0M | $251.4M | ||
| Q2 25 | $539.0M | $205.2M | ||
| Q1 25 | $487.0M | $207.7M | ||
| Q4 24 | $468.0M | — | ||
| Q3 24 | $490.0M | $207.3M | ||
| Q2 24 | $416.0M | $229.8M | ||
| Q1 24 | $345.0M | $181.9M |
总债务ELANGLBE
| Q4 25 | $3.9B | — | ||
| Q3 25 | $4.0B | — | ||
| Q2 25 | $4.1B | — | ||
| Q1 25 | $4.4B | — | ||
| Q4 24 | $4.3B | — | ||
| Q3 24 | $4.4B | — | ||
| Q2 24 | $5.7B | — | ||
| Q1 24 | $5.8B | — |
股东权益ELANGLBE
| Q4 25 | $6.5B | — | ||
| Q3 25 | $6.7B | $933.0M | ||
| Q2 25 | $6.8B | $909.1M | ||
| Q1 25 | $6.4B | $884.3M | ||
| Q4 24 | $6.1B | — | ||
| Q3 24 | $6.5B | $869.4M | ||
| Q2 24 | $5.9B | $878.7M | ||
| Q1 24 | $6.1B | $886.9M |
总资产ELANGLBE
| Q4 25 | $13.4B | — | ||
| Q3 25 | $13.6B | $1.3B | ||
| Q2 25 | $13.7B | $1.2B | ||
| Q1 25 | $12.9B | $1.2B | ||
| Q4 24 | $12.6B | — | ||
| Q3 24 | $13.3B | $1.2B | ||
| Q2 24 | $13.8B | $1.1B | ||
| Q1 24 | $14.0B | $1.1B |
负债/权益比ELANGLBE
| Q4 25 | 0.60× | — | ||
| Q3 25 | 0.59× | — | ||
| Q2 25 | 0.61× | — | ||
| Q1 25 | 0.69× | — | ||
| Q4 24 | 0.70× | — | ||
| Q3 24 | 0.67× | — | ||
| Q2 24 | 0.96× | — | ||
| Q1 24 | 0.95× | — |
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 | $108.0M | — |
| 自由现金流经营现金流 - 资本支出 | $46.0M | — |
| 自由现金流率自由现金流/营收 | 4.0% | — |
| 资本支出强度资本支出/营收 | 5.4% | — |
| 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 | $284.0M | — |
8季度趋势，按日历期对齐
经营现金流ELANGLBE
| Q4 25 | $108.0M | — | ||
| Q3 25 | $219.0M | — | ||
| Q2 25 | $237.0M | — | ||
| Q1 25 | $-4.0M | — | ||
| Q4 24 | $177.0M | — | ||
| Q3 24 | $162.0M | — | ||
| Q2 24 | $200.0M | — | ||
| Q1 24 | $2.0M | — |
自由现金流ELANGLBE
| Q4 25 | $46.0M | — | ||
| Q3 25 | $127.0M | — | ||
| Q2 25 | $180.0M | — | ||
| Q1 25 | $-69.0M | — | ||
| Q4 24 | $130.0M | — | ||
| Q3 24 | $120.0M | — | ||
| Q2 24 | $166.0M | — | ||
| Q1 24 | $-22.0M | — |
自由现金流率ELANGLBE
| Q4 25 | 4.0% | — | ||
| Q3 25 | 11.2% | — | ||
| Q2 25 | 14.5% | — | ||
| Q1 25 | -5.8% | — | ||
| Q4 24 | 12.7% | — | ||
| Q3 24 | 11.7% | — | ||
| Q2 24 | 14.0% | — | ||
| Q1 24 | -1.8% | — |
资本支出强度ELANGLBE
| Q4 25 | 5.4% | — | ||
| Q3 25 | 8.1% | — | ||
| Q2 25 | 4.6% | — | ||
| Q1 25 | 5.4% | — | ||
| Q4 24 | 4.6% | — | ||
| Q3 24 | 4.1% | — | ||
| Q2 24 | 2.9% | — | ||
| Q1 24 | 2.0% | — |
现金转化率ELANGLBE
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 21.55× | — | ||
| Q1 25 | -0.06× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.45× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 0.06× | — |
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
ELAN
| Pet Health | $489.0M | 43% |
| Cattle | $296.0M | 26% |
| Poultry | $237.0M | 21% |
| Swine | $107.0M | 9% |
| Contract Manufacturing | $15.0M | 1% |
GLBE
暂无分部数据
