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Fastly, Inc.（FSLY）与传奇生物（LEGN）财务数据对比。点击上方公司名可切换其他公司
传奇生物的季度营收约是Fastly, Inc.的1.6倍（$272.3M vs $172.6M），Fastly, Inc.净利率更高（-9.0% vs -14.6%，领先5.6%），传奇生物同比增速更快（70.0% vs 22.8%），过去两年传奇生物的营收复合增速更高（92.7% vs 13.7%）
Fastly是总部位于美国旧金山的云计算服务商，主营内容分发网络（CDN）、图片优化、负载均衡服务，同时提供DDoS攻击防护、机器人流量治理、Web应用防火墙等云安全解决方案，助力企业提升网络访问效率与安全防护能力。
传奇生物是金斯瑞生物科技旗下专注于生物科技领域的企业，金斯瑞2002年由章方良、王烨、王鲁泉等人于新泽西共同创立，总部位于中国，主要提供生命科学研究相关的仪器与服务，2015年在港交所上市，现任轮值首席执行官为邵炜慧。
FSLY vs LEGN — 直观对比
营收规模更大
LEGN
是对方的1.6倍
$172.6M
营收增速更快
LEGN
高出47.2%
22.8%
净利率更高
FSLY
高出5.6%
-14.6%
两年增速更快
LEGN
近两年复合增速
13.7%
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $172.6M | $272.3M |
| 净利润 | $-15.5M | $-39.7M |
| 毛利率 | 61.4% | 58.4% |
| 营业利润率 | -8.7% | -16.0% |
| 净利率 | -9.0% | -14.6% |
| 营收同比 | 22.8% | 70.0% |
| 净利润同比 | 52.9% | 68.3% |
| 每股收益（稀释后） | $-0.10 | $-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FSLYLEGN
| Q4 25 | $172.6M | — | ||
| Q3 25 | $158.2M | $272.3M | ||
| Q2 25 | $148.7M | $255.1M | ||
| Q1 25 | $144.5M | $195.1M | ||
| Q4 24 | $140.6M | — | ||
| Q3 24 | $137.2M | $160.2M | ||
| Q2 24 | $132.4M | $186.5M | ||
| Q1 24 | $133.5M | $94.0M |
净利润FSLYLEGN
| Q4 25 | $-15.5M | — | ||
| Q3 25 | $-29.5M | $-39.7M | ||
| Q2 25 | $-37.5M | $-125.4M | ||
| Q1 25 | $-39.1M | $-100.9M | ||
| Q4 24 | $-32.9M | — | ||
| Q3 24 | $-38.0M | $-125.3M | ||
| Q2 24 | $-43.7M | $-18.2M | ||
| Q1 24 | $-43.4M | $-59.8M |
毛利率FSLYLEGN
| Q4 25 | 61.4% | — | ||
| Q3 25 | 58.4% | 58.4% | ||
| Q2 25 | 54.5% | 62.8% | ||
| Q1 25 | 53.2% | 64.4% | ||
| Q4 24 | 53.4% | — | ||
| Q3 24 | 54.5% | 67.2% | ||
| Q2 24 | 55.1% | 75.7% | ||
| Q1 24 | 54.8% | 47.8% |
营业利润率FSLYLEGN
| Q4 25 | -8.7% | — | ||
| Q3 25 | -18.2% | -16.0% | ||
| Q2 25 | -24.8% | — | ||
| Q1 25 | -26.4% | — | ||
| Q4 24 | -24.4% | — | ||
| Q3 24 | -29.6% | -43.9% | ||
| Q2 24 | -35.3% | — | ||
| Q1 24 | -34.6% | — |
净利率FSLYLEGN
| Q4 25 | -9.0% | — | ||
| Q3 25 | -18.6% | -14.6% | ||
| Q2 25 | -25.2% | -49.2% | ||
| Q1 25 | -27.1% | -51.7% | ||
| Q4 24 | -23.4% | — | ||
| Q3 24 | -27.7% | -78.2% | ||
| Q2 24 | -33.0% | -9.8% | ||
| Q1 24 | -32.5% | -63.6% |
每股收益（稀释后）FSLYLEGN
| Q4 25 | $-0.10 | — | ||
| Q3 25 | $-0.20 | $-0.11 | ||
| Q2 25 | $-0.26 | $-0.34 | ||
| Q1 25 | $-0.27 | $-0.27 | ||
| Q4 24 | $-0.23 | — | ||
| Q3 24 | $-0.27 | $-0.34 | ||
| Q2 24 | $-0.32 | $-0.05 | ||
| Q1 24 | $-0.32 | $-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 | $361.8M | $278.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $929.6M | $1.0B |
| 总资产 | $1.5B | $1.7B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资FSLYLEGN
| Q4 25 | $361.8M | — | ||
| Q3 25 | $342.9M | $278.9M | ||
| Q2 25 | $321.2M | $266.6M | ||
| Q1 25 | $307.3M | $441.7M | ||
| Q4 24 | $295.9M | — | ||
| Q3 24 | $308.2M | $459.3M | ||
| Q2 24 | $311.8M | $201.3M | ||
| Q1 24 | $329.5M | $897.6M |
股东权益FSLYLEGN
| Q4 25 | $929.6M | — | ||
| Q3 25 | $937.0M | $1.0B | ||
| Q2 25 | $942.6M | $1.0B | ||
| Q1 25 | $957.0M | $1.0B | ||
| Q4 24 | $965.3M | — | ||
| Q3 24 | $969.5M | $1.1B | ||
| Q2 24 | $981.2M | $1.2B | ||
| Q1 24 | $991.8M | $1.2B |
总资产FSLYLEGN
| Q4 25 | $1.5B | — | ||
| Q3 25 | $1.5B | $1.7B | ||
| Q2 25 | $1.5B | $1.7B | ||
| Q1 25 | $1.4B | $1.6B | ||
| Q4 24 | $1.5B | — | ||
| Q3 24 | $1.5B | $1.7B | ||
| Q2 24 | $1.5B | $1.8B | ||
| Q1 24 | $1.5B | $1.8B |
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 | $22.4M | $28.8M |
| 自由现金流经营现金流 - 资本支出 | $12.2M | — |
| 自由现金流率自由现金流/营收 | 7.1% | — |
| 资本支出强度资本支出/营收 | 5.9% | — |
| 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 | $65.8M | — |
8季度趋势，按日历期对齐
经营现金流FSLYLEGN
| Q4 25 | $22.4M | — | ||
| Q3 25 | $28.9M | $28.8M | ||
| Q2 25 | $25.8M | $-13.0M | ||
| Q1 25 | $17.3M | $-103.8M | ||
| Q4 24 | $5.2M | — | ||
| Q3 24 | $5.0M | $-75.8M | ||
| Q2 24 | $-4.9M | $-1.7M | ||
| Q1 24 | $11.1M | $15.5M |
自由现金流FSLYLEGN
| Q4 25 | $12.2M | — | ||
| Q3 25 | $22.9M | — | ||
| Q2 25 | $15.9M | — | ||
| Q1 25 | $14.7M | — | ||
| Q4 24 | $251.0K | — | ||
| Q3 24 | $3.0M | — | ||
| Q2 24 | $-6.7M | — | ||
| Q1 24 | $9.5M | — |
自由现金流率FSLYLEGN
| Q4 25 | 7.1% | — | ||
| Q3 25 | 14.5% | — | ||
| Q2 25 | 10.7% | — | ||
| Q1 25 | 10.2% | — | ||
| Q4 24 | 0.2% | — | ||
| Q3 24 | 2.2% | — | ||
| Q2 24 | -5.1% | — | ||
| Q1 24 | 7.1% | — |
资本支出强度FSLYLEGN
| Q4 25 | 5.9% | — | ||
| Q3 25 | 3.8% | — | ||
| Q2 25 | 6.6% | — | ||
| Q1 25 | 1.8% | — | ||
| Q4 24 | 3.5% | — | ||
| Q3 24 | 1.5% | — | ||
| Q2 24 | 1.3% | — | ||
| Q1 24 | 1.2% | — |
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
FSLY
| Network Services | $130.8M | 76% |
| Security | $35.4M | 21% |
| Other | $6.4M | 4% |
LEGN
| Goods Or Services Transferred At Point In Time | $261.8M | 96% |
| Goods Or Services Transferred Over Time | $10.5M | 4% |
