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FORMFACTOR INC（FORM）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
FORMFACTOR INC的季度营收约是Ultragenyx Pharmaceutical Inc.的1.1倍（$226.1M vs $207.3M），FORMFACTOR INC净利率更高（9.0% vs -62.0%，领先71.0%），FORMFACTOR INC同比增速更快（32.0% vs 25.9%），FORMFACTOR INC自由现金流更多（$30.7M vs $-100.8M），过去两年Ultragenyx Pharmaceutical Inc.的营收复合增速更高（38.0% vs 7.0%）
FormFactor Inc.总部位于美国加利福尼亚州利弗莫尔，是集成电路测试测量技术领域的知名供应商，面向半导体行业客户提供各类专业产品，助力客户优化器件性能，提升芯片研发与生产环节的测试效率。
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。
FORM vs RARE — 直观对比
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $226.1M | $207.3M |
| 净利润 | $20.4M | $-128.6M |
| 毛利率 | 38.4% | — |
| 营业利润率 | 7.4% | -54.7% |
| 净利率 | 9.0% | -62.0% |
| 营收同比 | 32.0% | 25.9% |
| 净利润同比 | 218.5% | 3.5% |
| 每股收益（稀释后） | $0.26 | $-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
| Q1 26 | $226.1M | — | ||
| Q4 25 | $215.2M | $207.3M | ||
| Q3 25 | $202.7M | $159.9M | ||
| Q2 25 | $195.8M | $166.5M | ||
| Q1 25 | $171.4M | $139.3M | ||
| Q4 24 | $189.5M | $164.6M | ||
| Q3 24 | $207.9M | $139.5M | ||
| Q2 24 | $197.5M | $147.0M |
| Q1 26 | $20.4M | — | ||
| Q4 25 | $23.2M | $-128.6M | ||
| Q3 25 | $15.7M | $-180.4M | ||
| Q2 25 | $9.1M | $-115.0M | ||
| Q1 25 | $6.4M | $-151.1M | ||
| Q4 24 | $9.7M | $-133.2M | ||
| Q3 24 | $18.7M | $-133.5M | ||
| Q2 24 | $19.4M | $-131.6M |
| Q1 26 | 38.4% | — | ||
| Q4 25 | 42.2% | — | ||
| Q3 25 | 39.8% | — | ||
| Q2 25 | 37.3% | — | ||
| Q1 25 | 37.7% | — | ||
| Q4 24 | 38.8% | — | ||
| Q3 24 | 40.7% | — | ||
| Q2 24 | 44.0% | — |
| Q1 26 | 7.4% | — | ||
| Q4 25 | 10.9% | -54.7% | ||
| Q3 25 | 8.9% | -106.9% | ||
| Q2 25 | 6.3% | -64.8% | ||
| Q1 25 | 1.9% | -102.6% | ||
| Q4 24 | 4.1% | -74.3% | ||
| Q3 24 | 8.6% | -94.6% | ||
| Q2 24 | 9.0% | -79.1% |
| Q1 26 | 9.0% | — | ||
| Q4 25 | 10.8% | -62.0% | ||
| Q3 25 | 7.7% | -112.8% | ||
| Q2 25 | 4.6% | -69.0% | ||
| Q1 25 | 3.7% | -108.5% | ||
| Q4 24 | 5.1% | -80.9% | ||
| Q3 24 | 9.0% | -95.7% | ||
| Q2 24 | 9.8% | -89.5% |
| Q1 26 | $0.26 | — | ||
| Q4 25 | $0.29 | $-1.28 | ||
| Q3 25 | $0.20 | $-1.81 | ||
| Q2 25 | $0.12 | $-1.17 | ||
| Q1 25 | $0.08 | $-1.57 | ||
| Q4 24 | $0.12 | $-1.34 | ||
| Q3 24 | $0.24 | $-1.40 | ||
| Q2 24 | $0.25 | $-1.52 |
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 | $123.5M | $421.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.1B | $-80.0M |
| 总资产 | $1.3B | $1.5B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q1 26 | $123.5M | — | ||
| Q4 25 | $103.3M | $421.0M | ||
| Q3 25 | $266.0M | $202.5M | ||
| Q2 25 | $249.3M | $176.3M | ||
| Q1 25 | $299.0M | $127.1M | ||
| Q4 24 | $360.0M | $174.0M | ||
| Q3 24 | $354.5M | $150.6M | ||
| Q2 24 | $357.6M | $480.7M |
| Q1 26 | — | — | ||
| Q4 25 | $12.2M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $13.3M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.0B | $-80.0M | ||
| Q3 25 | $1.0B | $9.2M | ||
| Q2 25 | $990.0M | $151.3M | ||
| Q1 25 | $965.9M | $144.2M | ||
| Q4 24 | $947.8M | $255.0M | ||
| Q3 24 | $955.0M | $346.8M | ||
| Q2 24 | $947.9M | $432.4M |
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.2B | $1.5B | ||
| Q3 25 | $1.2B | $1.2B | ||
| Q2 25 | $1.2B | $1.3B | ||
| Q1 25 | $1.2B | $1.3B | ||
| Q4 24 | $1.1B | $1.5B | ||
| Q3 24 | $1.2B | $1.5B | ||
| Q2 24 | $1.2B | $1.6B |
| Q1 26 | — | — | ||
| Q4 25 | 0.01× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.01× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $45.0M | $-99.8M |
| 自由现金流经营现金流 - 资本支出 | $30.7M | $-100.8M |
| 自由现金流率自由现金流/营收 | 13.6% | -48.6% |
| 资本支出强度资本支出/营收 | 6.7% | 0.5% |
| 现金转化率经营现金流/净利润 | 2.21× | — |
| 过去12个月自由现金流最近4个季度 | $37.5M | $-472.0M |
8季度趋势，按日历期对齐
| Q1 26 | $45.0M | — | ||
| Q4 25 | $46.0M | $-99.8M | ||
| Q3 25 | $27.0M | $-91.4M | ||
| Q2 25 | $18.9M | $-108.3M | ||
| Q1 25 | $23.5M | $-166.5M | ||
| Q4 24 | $35.9M | $-79.3M | ||
| Q3 24 | $26.7M | $-67.0M | ||
| Q2 24 | $21.9M | $-77.0M |
| Q1 26 | $30.7M | — | ||
| Q4 25 | $34.7M | $-100.8M | ||
| Q3 25 | $19.5M | $-92.7M | ||
| Q2 25 | $-47.4M | $-110.7M | ||
| Q1 25 | $5.0M | $-167.8M | ||
| Q4 24 | $28.3M | $-79.5M | ||
| Q3 24 | $17.8M | $-68.6M | ||
| Q2 24 | $13.5M | $-79.0M |
| Q1 26 | 13.6% | — | ||
| Q4 25 | 16.1% | -48.6% | ||
| Q3 25 | 9.6% | -58.0% | ||
| Q2 25 | -24.2% | -66.5% | ||
| Q1 25 | 2.9% | -120.5% | ||
| Q4 24 | 14.9% | -48.3% | ||
| Q3 24 | 8.6% | -49.2% | ||
| Q2 24 | 6.8% | -53.7% |
| Q1 26 | 6.7% | — | ||
| Q4 25 | 5.3% | 0.5% | ||
| Q3 25 | 3.7% | 0.8% | ||
| Q2 25 | 33.8% | 1.5% | ||
| Q1 25 | 10.8% | 1.0% | ||
| Q4 24 | 4.0% | 0.1% | ||
| Q3 24 | 4.3% | 1.2% | ||
| Q2 24 | 4.3% | 1.4% |
| Q1 26 | 2.21× | — | ||
| Q4 25 | 1.98× | — | ||
| Q3 25 | 1.72× | — | ||
| Q2 25 | 2.08× | — | ||
| Q1 25 | 3.68× | — | ||
| Q4 24 | 3.70× | — | ||
| Q3 24 | 1.43× | — | ||
| Q2 24 | 1.13× | — |
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
FORM
暂无分部数据
RARE
| Royalty | $105.6M | 51% |
| Products | $101.7M | 49% |
