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Fat Brands, Inc（FAT）与PUMA BIOTECHNOLOGY, INC.（PBYI）财务数据对比。点击上方公司名可切换其他公司
Fat Brands, Inc的季度营收约是PUMA BIOTECHNOLOGY, INC.的1.9倍（$140.0M vs $75.5M），PUMA BIOTECHNOLOGY, INC.同比增速更快（27.7% vs -2.3%），PUMA BIOTECHNOLOGY, INC.自由现金流更多（$14.4M vs $-16.9M），过去两年PUMA BIOTECHNOLOGY, INC.的营收复合增速更高（31.3% vs -6.1%）
FAT Brands是来自美国的多品牌餐饮与体育酒吧连锁运营商，总部位于加利福尼亚州比弗利山庄，主要开展餐饮品牌的连锁加盟运营业务，旗下涵盖多个餐饮及休闲体育酒吧品牌。
彪马生物技术是一家公开上市的生物制药企业，总部位于美国加利福尼亚州洛杉矶，专注于创新药物研发相关业务，在生物制药领域开展研发与商业化运营。
FAT vs PBYI — 直观对比
营收规模更大
FAT
是对方的1.9倍
$75.5M
营收增速更快
PBYI
高出30.1%
-2.3%
自由现金流更多
PBYI
多$31.3M
$-16.9M
两年增速更快
PBYI
近两年复合增速
-6.1%
损益表 — Q3 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $140.0M | $75.5M |
| 净利润 | $-58.2M | — |
| 毛利率 | — | 69.3% |
| 营业利润率 | -12.4% | 22.7% |
| 净利率 | -41.6% | — |
| 营收同比 | -2.3% | 27.7% |
| 净利润同比 | -30.1% | — |
| 每股收益（稀释后） | $-3.39 | $0.26 |
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FATPBYI
| Q4 25 | — | $75.5M | ||
| Q3 25 | $140.0M | $54.5M | ||
| Q2 25 | $146.8M | $52.4M | ||
| Q1 25 | $142.0M | $46.0M | ||
| Q4 24 | $145.3M | $59.1M | ||
| Q3 24 | $143.4M | $80.5M | ||
| Q2 24 | $152.0M | $47.1M | ||
| Q1 24 | $152.0M | $43.8M |
净利润FATPBYI
| Q4 25 | — | — | ||
| Q3 25 | $-58.2M | $8.8M | ||
| Q2 25 | $-54.2M | $5.9M | ||
| Q1 25 | $-46.0M | $3.0M | ||
| Q4 24 | $-67.4M | — | ||
| Q3 24 | $-44.8M | $20.3M | ||
| Q2 24 | $-39.4M | $-4.5M | ||
| Q1 24 | $-38.3M | $-4.8M |
毛利率FATPBYI
| Q4 25 | — | 69.3% | ||
| Q3 25 | — | 77.7% | ||
| Q2 25 | — | 76.5% | ||
| Q1 25 | — | 77.1% | ||
| Q4 24 | — | 76.4% | ||
| Q3 24 | — | 63.9% | ||
| Q2 24 | — | 77.4% | ||
| Q1 24 | — | 75.5% |
营业利润率FATPBYI
| Q4 25 | — | 22.7% | ||
| Q3 25 | -12.4% | 17.6% | ||
| Q2 25 | -10.6% | 12.7% | ||
| Q1 25 | -6.0% | 8.7% | ||
| Q4 24 | -27.1% | 22.6% | ||
| Q3 24 | -6.2% | 27.4% | ||
| Q2 24 | -1.8% | -4.6% | ||
| Q1 24 | -0.9% | -5.3% |
净利率FATPBYI
| Q4 25 | — | — | ||
| Q3 25 | -41.6% | 16.2% | ||
| Q2 25 | -36.9% | 11.2% | ||
| Q1 25 | -32.4% | 6.5% | ||
| Q4 24 | -46.4% | — | ||
| Q3 24 | -31.2% | 25.2% | ||
| Q2 24 | -25.9% | -9.6% | ||
| Q1 24 | -25.2% | -11.0% |
每股收益（稀释后）FATPBYI
| Q4 25 | — | $0.26 | ||
| Q3 25 | $-3.39 | $0.17 | ||
| Q2 25 | $-3.17 | $0.12 | ||
| Q1 25 | $-2.73 | $0.06 | ||
| Q4 24 | $-4.06 | $0.40 | ||
| Q3 24 | $-2.74 | $0.41 | ||
| Q2 24 | $-2.43 | $-0.09 | ||
| Q1 24 | $-2.37 | $-0.10 |
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 | — | $97.5M |
| 总债务越低越好 | $1.3B | $22.7M |
| 股东权益账面价值 | $-585.8M | $130.3M |
| 总资产 | $1.2B | $216.3M |
| 负债/权益比越低杠杆越低 | — | 0.17× |
8季度趋势，按日历期对齐
现金及短期投资FATPBYI
| Q4 25 | — | $97.5M | ||
| Q3 25 | — | $94.4M | ||
| Q2 25 | — | $96.0M | ||
| Q1 25 | — | $93.2M | ||
| Q4 24 | — | $101.0M | ||
| Q3 24 | — | $96.7M | ||
| Q2 24 | — | $96.8M | ||
| Q1 24 | — | $107.2M |
总债务FATPBYI
| Q4 25 | — | $22.7M | ||
| Q3 25 | $1.3B | $34.0M | ||
| Q2 25 | $1.3B | $45.3M | ||
| Q1 25 | $1.3B | $56.7M | ||
| Q4 24 | $1.3B | $68.0M | ||
| Q3 24 | $1.2B | $79.3M | ||
| Q2 24 | $1.2B | $90.7M | ||
| Q1 24 | $1.2B | $102.0M |
股东权益FATPBYI
| Q4 25 | — | $130.3M | ||
| Q3 25 | $-585.8M | $115.3M | ||
| Q2 25 | $-536.5M | $104.7M | ||
| Q1 25 | $-493.9M | $97.1M | ||
| Q4 24 | $-455.7M | $92.1M | ||
| Q3 24 | $-386.1M | $71.1M | ||
| Q2 24 | $-338.6M | $48.5M | ||
| Q1 24 | $-296.8M | $51.0M |
总资产FATPBYI
| Q4 25 | — | $216.3M | ||
| Q3 25 | $1.2B | $202.9M | ||
| Q2 25 | $1.2B | $194.9M | ||
| Q1 25 | $1.3B | $196.2M | ||
| Q4 24 | $1.3B | $213.3M | ||
| Q3 24 | $1.3B | $220.7M | ||
| Q2 24 | $1.4B | $205.0M | ||
| Q1 24 | $1.4B | $214.1M |
负债/权益比FATPBYI
| Q4 25 | — | 0.17× | ||
| Q3 25 | — | 0.30× | ||
| Q2 25 | — | 0.43× | ||
| Q1 25 | — | 0.58× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 1.12× | ||
| Q2 24 | — | 1.87× | ||
| Q1 24 | — | 2.00× |
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 | $-14.5M | $14.4M |
| 自由现金流经营现金流 - 资本支出 | $-16.9M | $14.4M |
| 自由现金流率自由现金流/营收 | -12.1% | 19.1% |
| 资本支出强度资本支出/营收 | 1.7% | 0.0% |
| 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 | $-75.0M | $41.7M |
8季度趋势，按日历期对齐
经营现金流FATPBYI
| Q4 25 | — | $14.4M | ||
| Q3 25 | $-14.5M | $9.7M | ||
| Q2 25 | $-26.9M | $14.1M | ||
| Q1 25 | $-13.2M | $3.6M | ||
| Q4 24 | $-10.4M | $15.6M | ||
| Q3 24 | $-3.2M | $11.0M | ||
| Q2 24 | $-14.2M | $1.0M | ||
| Q1 24 | $-28.4M | $11.2M |
自由现金流FATPBYI
| Q4 25 | — | $14.4M | ||
| Q3 25 | $-16.9M | $9.7M | ||
| Q2 25 | $-29.3M | $14.1M | ||
| Q1 25 | $-17.8M | $3.6M | ||
| Q4 24 | $-11.0M | $15.6M | ||
| Q3 24 | $-11.1M | $11.0M | ||
| Q2 24 | $-24.4M | $1.0M | ||
| Q1 24 | $-32.5M | — |
自由现金流率FATPBYI
| Q4 25 | — | 19.1% | ||
| Q3 25 | -12.1% | 17.7% | ||
| Q2 25 | -20.0% | 26.8% | ||
| Q1 25 | -12.5% | 7.7% | ||
| Q4 24 | -7.6% | 26.4% | ||
| Q3 24 | -7.7% | 13.7% | ||
| Q2 24 | -16.1% | 2.1% | ||
| Q1 24 | -21.4% | — |
资本支出强度FATPBYI
| Q4 25 | — | 0.0% | ||
| Q3 25 | 1.7% | 0.0% | ||
| Q2 25 | 1.6% | 0.0% | ||
| Q1 25 | 3.2% | 0.1% | ||
| Q4 24 | 0.4% | 0.0% | ||
| Q3 24 | 5.5% | 0.0% | ||
| Q2 24 | 6.7% | 0.0% | ||
| Q1 24 | 2.7% | 0.0% |
现金转化率FATPBYI
| Q4 25 | — | — | ||
| Q3 25 | — | 1.10× | ||
| Q2 25 | — | 2.41× | ||
| Q1 25 | — | 1.21× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.54× | ||
| 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
FAT
| Restaurant Sales | $96.6M | 69% |
| Royalty | $21.6M | 15% |
| Factory | $9.6M | 7% |
| Advertising | $9.1M | 7% |
| Franchisor | $1.5M | 1% |
| Other | $1.5M | 1% |
PBYI
暂无分部数据
