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礼蓝动物保健（ELAN）与惠好（WY）财务数据对比。点击上方公司名可切换其他公司
惠好的季度营收约是礼蓝动物保健的1.3倍（$1.5B vs $1.1B），惠好净利率更高（4.8% vs -24.1%，领先28.9%），礼蓝动物保健同比增速更快（12.2% vs -9.8%），礼蓝动物保健自由现金流更多（$46.0M vs $-128.0M），过去两年礼蓝动物保健的营收复合增速更高（-2.6% vs -7.4%）
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。
惠好是美国知名林地运营企业，在美国本土持有约1040万英亩林地，同时通过长期许可协议在加拿大管理额外1400万英亩林地。企业拥有逾百年木制品生产历史，目前以房地产投资信托（REIT）模式运营。
ELAN vs WY — 直观对比
营收规模更大
WY
是对方的1.3倍
$1.1B
营收增速更快
ELAN
高出21.9%
-9.8%
净利率更高
WY
高出28.9%
-24.1%
自由现金流更多
ELAN
多$174.0M
$-128.0M
两年增速更快
ELAN
近两年复合增速
-7.4%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.5B |
| 净利润 | $-276.0M | $74.0M |
| 毛利率 | 51.5% | 10.4% |
| 营业利润率 | -22.6% | 16.3% |
| 净利率 | -24.1% | 4.8% |
| 营收同比 | 12.2% | -9.8% |
| 净利润同比 | -3350.0% | -8.6% |
| 每股收益（稀释后） | $-0.55 | $0.11 |
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ELANWY
| Q4 25 | $1.1B | $1.5B | ||
| Q3 25 | $1.1B | $1.7B | ||
| Q2 25 | $1.2B | $1.9B | ||
| Q1 25 | $1.2B | $1.8B | ||
| Q4 24 | $1.0B | $1.7B | ||
| Q3 24 | $1.0B | $1.7B | ||
| Q2 24 | $1.2B | $1.9B | ||
| Q1 24 | $1.2B | $1.8B |
净利润ELANWY
| Q4 25 | $-276.0M | $74.0M | ||
| Q3 25 | $-34.0M | $80.0M | ||
| Q2 25 | $11.0M | $87.0M | ||
| Q1 25 | $67.0M | $83.0M | ||
| Q4 24 | $-8.0M | $81.0M | ||
| Q3 24 | $364.0M | $28.0M | ||
| Q2 24 | $-50.0M | $173.0M | ||
| Q1 24 | $32.0M | $114.0M |
毛利率ELANWY
| Q4 25 | 51.5% | 10.4% | ||
| Q3 25 | 53.4% | 11.9% | ||
| Q2 25 | 57.5% | 17.3% | ||
| Q1 25 | 57.3% | 19.0% | ||
| Q4 24 | 50.9% | 17.8% | ||
| Q3 24 | 52.2% | 14.9% | ||
| Q2 24 | 58.2% | 20.8% | ||
| Q1 24 | 57.3% | 19.8% |
营业利润率ELANWY
| Q4 25 | -22.6% | 16.3% | ||
| Q3 25 | -4.4% | 7.2% | ||
| Q2 25 | 2.0% | 9.4% | ||
| Q1 25 | 5.0% | 10.2% | ||
| Q4 24 | -5.0% | 8.3% | ||
| Q3 24 | 54.3% | 4.6% | ||
| Q2 24 | -2.7% | 13.9% | ||
| Q1 24 | 1.0% | 10.9% |
净利率ELANWY
| Q4 25 | -24.1% | 4.8% | ||
| Q3 25 | -3.0% | 4.7% | ||
| Q2 25 | 0.9% | 4.6% | ||
| Q1 25 | 5.6% | 4.7% | ||
| Q4 24 | -0.8% | 4.7% | ||
| Q3 24 | 35.3% | 1.7% | ||
| Q2 24 | -4.2% | 8.9% | ||
| Q1 24 | 2.7% | 6.3% |
每股收益（稀释后）ELANWY
| Q4 25 | $-0.55 | $0.11 | ||
| Q3 25 | $-0.07 | $0.11 | ||
| Q2 25 | $0.02 | $0.12 | ||
| Q1 25 | $0.13 | $0.11 | ||
| Q4 24 | $-0.01 | $0.10 | ||
| Q3 24 | $0.73 | $0.04 | ||
| Q2 24 | $-0.10 | $0.24 | ||
| Q1 24 | $0.06 | $0.16 |
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 | $464.0M |
| 总债务越低越好 | $3.9B | $5.6B |
| 股东权益账面价值 | $6.5B | $9.4B |
| 总资产 | $13.4B | $16.6B |
| 负债/权益比越低杠杆越低 | 0.60× | 0.59× |
8季度趋势，按日历期对齐
现金及短期投资ELANWY
| Q4 25 | $545.0M | $464.0M | ||
| Q3 25 | $505.0M | $401.0M | ||
| Q2 25 | $539.0M | $592.0M | ||
| Q1 25 | $487.0M | $560.0M | ||
| Q4 24 | $468.0M | $684.0M | ||
| Q3 24 | $490.0M | $877.0M | ||
| Q2 24 | $416.0M | $997.0M | ||
| Q1 24 | $345.0M | $871.0M |
总债务ELANWY
| Q4 25 | $3.9B | $5.6B | ||
| Q3 25 | $4.0B | — | ||
| Q2 25 | $4.1B | — | ||
| Q1 25 | $4.4B | — | ||
| Q4 24 | $4.3B | $5.1B | ||
| Q3 24 | $4.4B | — | ||
| Q2 24 | $5.7B | — | ||
| Q1 24 | $5.8B | — |
股东权益ELANWY
| Q4 25 | $6.5B | $9.4B | ||
| Q3 25 | $6.7B | $9.4B | ||
| Q2 25 | $6.8B | $9.5B | ||
| Q1 25 | $6.4B | $9.6B | ||
| Q4 24 | $6.1B | $9.7B | ||
| Q3 24 | $6.5B | $9.9B | ||
| Q2 24 | $5.9B | $10.0B | ||
| Q1 24 | $6.1B | $10.1B |
总资产ELANWY
| Q4 25 | $13.4B | $16.6B | ||
| Q3 25 | $13.6B | $16.7B | ||
| Q2 25 | $13.7B | $16.5B | ||
| Q1 25 | $12.9B | $16.5B | ||
| Q4 24 | $12.6B | $16.5B | ||
| Q3 24 | $13.3B | $16.7B | ||
| Q2 24 | $13.8B | $16.8B | ||
| Q1 24 | $14.0B | $16.8B |
负债/权益比ELANWY
| Q4 25 | 0.60× | 0.59× | ||
| Q3 25 | 0.59× | — | ||
| Q2 25 | 0.61× | — | ||
| Q1 25 | 0.69× | — | ||
| Q4 24 | 0.70× | 0.52× | ||
| 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 | $-114.0M |
| 自由现金流经营现金流 - 资本支出 | $46.0M | $-128.0M |
| 自由现金流率自由现金流/营收 | 4.0% | -8.3% |
| 资本支出强度资本支出/营收 | 5.4% | 0.9% |
| 现金转化率经营现金流/净利润 | — | -1.54× |
| 过去12个月自由现金流最近4个季度 | $284.0M | $511.0M |
8季度趋势，按日历期对齐
经营现金流ELANWY
| Q4 25 | $108.0M | $-114.0M | ||
| Q3 25 | $219.0M | $210.0M | ||
| Q2 25 | $237.0M | $396.0M | ||
| Q1 25 | $-4.0M | $70.0M | ||
| Q4 24 | $177.0M | $218.0M | ||
| Q3 24 | $162.0M | $234.0M | ||
| Q2 24 | $200.0M | $432.0M | ||
| Q1 24 | $2.0M | $124.0M |
自由现金流ELANWY
| Q4 25 | $46.0M | $-128.0M | ||
| Q3 25 | $127.0M | $203.0M | ||
| Q2 25 | $180.0M | $388.0M | ||
| Q1 25 | $-69.0M | $48.0M | ||
| Q4 24 | $130.0M | $205.0M | ||
| Q3 24 | $120.0M | $226.0M | ||
| Q2 24 | $166.0M | $423.0M | ||
| Q1 24 | $-22.0M | $102.0M |
自由现金流率ELANWY
| Q4 25 | 4.0% | -8.3% | ||
| Q3 25 | 11.2% | 11.8% | ||
| Q2 25 | 14.5% | 20.6% | ||
| Q1 25 | -5.8% | 2.7% | ||
| Q4 24 | 12.7% | 12.0% | ||
| Q3 24 | 11.7% | 13.4% | ||
| Q2 24 | 14.0% | 21.8% | ||
| Q1 24 | -1.8% | 5.7% |
资本支出强度ELANWY
| Q4 25 | 5.4% | 0.9% | ||
| Q3 25 | 8.1% | 0.4% | ||
| Q2 25 | 4.6% | 0.4% | ||
| Q1 25 | 5.4% | 1.2% | ||
| Q4 24 | 4.6% | 0.8% | ||
| Q3 24 | 4.1% | 0.5% | ||
| Q2 24 | 2.9% | 0.5% | ||
| Q1 24 | 2.0% | 1.2% |
现金转化率ELANWY
| Q4 25 | — | -1.54× | ||
| Q3 25 | — | 2.63× | ||
| Q2 25 | 21.55× | 4.55× | ||
| Q1 25 | -0.06× | 0.84× | ||
| Q4 24 | — | 2.69× | ||
| Q3 24 | 0.45× | 8.36× | ||
| Q2 24 | — | 2.50× | ||
| Q1 24 | 0.06× | 1.09× |
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% |
WY
暂无分部数据
