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GREIF, INC（GEF）与Royalty Pharma plc（RPRX）财务数据对比。点击上方公司名可切换其他公司
GREIF, INC的季度营收约是Royalty Pharma plc的1.6倍（$994.8M vs $622.0M），Royalty Pharma plc净利率更高（34.4% vs 17.6%，领先16.9%），Royalty Pharma plc同比增速更快（4.8% vs -21.4%），过去两年Royalty Pharma plc的营收复合增速更高（4.6% vs -9.2%）
格瑞夫公司是全球工业包装产品及服务领域的领先企业，总部位于美国俄亥俄州特拉华市。公司最初以制桶业务起家，目前核心产品涵盖钢桶、纤维桶、塑料桶、中型散装容器、油桶、塑料瓶、密封件、箱板纸、瓦楞制品及粘合剂等，2018年位列《财富》美国1000强第617位。
本公司是总部位于美国马萨诸塞州剑桥市的临床阶段生物制药企业，专注于研发可调节转化生长因子β（TGF-β）超家族蛋白的药物，该类蛋白在红细胞、肌肉、骨骼、血管等细胞与组织的生长修复过程中发挥核心作用。
GEF vs RPRX — 直观对比
营收规模更大
GEF
是对方的1.6倍
$622.0M
营收增速更快
RPRX
高出26.2%
-21.4%
净利率更高
RPRX
高出16.9%
17.6%
两年增速更快
RPRX
近两年复合增速
-9.2%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $994.8M | $622.0M |
| 净利润 | $174.6M | $214.2M |
| 毛利率 | 20.4% | — |
| 营业利润率 | 25.8% | 62.4% |
| 净利率 | 17.6% | 34.4% |
| 营收同比 | -21.4% | 4.8% |
| 净利润同比 | 1930.2% | 2.9% |
| 每股收益（稀释后） | — | $0.49 |
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GEFRPRX
| Q4 25 | $994.8M | $622.0M | ||
| Q3 25 | $1.1B | $609.3M | ||
| Q2 25 | $1.4B | $578.7M | ||
| Q1 25 | $1.3B | $568.2M | ||
| Q4 24 | $1.4B | $593.6M | ||
| Q3 24 | $1.5B | $564.7M | ||
| Q2 24 | $1.4B | $537.3M | ||
| Q1 24 | $1.2B | $568.0M |
净利润GEFRPRX
| Q4 25 | $174.6M | $214.2M | ||
| Q3 25 | $64.0M | $288.2M | ||
| Q2 25 | $47.3M | $30.2M | ||
| Q1 25 | $8.6M | $238.3M | ||
| Q4 24 | $70.1M | $208.2M | ||
| Q3 24 | $87.1M | $544.0M | ||
| Q2 24 | $44.4M | $102.0M | ||
| Q1 24 | $67.2M | $4.8M |
毛利率GEFRPRX
| Q4 25 | 20.4% | — | ||
| Q3 25 | 22.7% | — | ||
| Q2 25 | 23.1% | — | ||
| Q1 25 | 19.4% | — | ||
| Q4 24 | 20.4% | — | ||
| Q3 24 | 20.0% | — | ||
| Q2 24 | 19.7% | — | ||
| Q1 24 | 18.4% | — |
营业利润率GEFRPRX
| Q4 25 | 25.8% | 62.4% | ||
| Q3 25 | 6.4% | 70.1% | ||
| Q2 25 | 8.6% | 36.3% | ||
| Q1 25 | 4.7% | 94.0% | ||
| Q4 24 | 8.9% | 60.9% | ||
| Q3 24 | 11.8% | — | ||
| Q2 24 | 7.2% | 50.2% | ||
| Q1 24 | 5.7% | -13.0% |
净利率GEFRPRX
| Q4 25 | 17.6% | 34.4% | ||
| Q3 25 | 5.6% | 47.3% | ||
| Q2 25 | 3.4% | 5.2% | ||
| Q1 25 | 0.7% | 41.9% | ||
| Q4 24 | 4.9% | 35.1% | ||
| Q3 24 | 6.0% | 96.3% | ||
| Q2 24 | 3.2% | 19.0% | ||
| Q1 24 | 5.6% | 0.8% |
每股收益（稀释后）GEFRPRX
| Q4 25 | — | $0.49 | ||
| Q3 25 | — | $0.67 | ||
| Q2 25 | — | $0.07 | ||
| Q1 25 | — | $0.55 | ||
| Q4 24 | — | $0.46 | ||
| Q3 24 | — | $1.21 | ||
| Q2 24 | — | $0.23 | ||
| Q1 24 | — | $0.01 |
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 | $243.5M | $618.7M |
| 总债务越低越好 | $655.1M | $9.0B |
| 股东权益账面价值 | $2.9B | $9.7B |
| 总资产 | $5.5B | $19.6B |
| 负债/权益比越低杠杆越低 | 0.22× | 0.92× |
8季度趋势，按日历期对齐
现金及短期投资GEFRPRX
| Q4 25 | $243.5M | $618.7M | ||
| Q3 25 | $285.2M | $938.9M | ||
| Q2 25 | $252.7M | $631.9M | ||
| Q1 25 | $201.1M | $1.1B | ||
| Q4 24 | $197.7M | $929.0M | ||
| Q3 24 | $194.2M | $950.1M | ||
| Q2 24 | $196.0M | $1.8B | ||
| Q1 24 | $179.3M | $843.0M |
总债务GEFRPRX
| Q4 25 | $655.1M | $9.0B | ||
| Q3 25 | $2.3B | $8.9B | ||
| Q2 25 | $2.4B | $8.0B | ||
| Q1 25 | $2.5B | $7.6B | ||
| Q4 24 | $2.7B | $7.6B | ||
| Q3 24 | $2.9B | $7.6B | ||
| Q2 24 | $2.9B | $7.6B | ||
| Q1 24 | $2.3B | $6.1B |
股东权益GEFRPRX
| Q4 25 | $2.9B | $9.7B | ||
| Q3 25 | $2.2B | $9.6B | ||
| Q2 25 | $2.1B | $9.5B | ||
| Q1 25 | $2.0B | $9.8B | ||
| Q4 24 | $2.1B | $10.3B | ||
| Q3 24 | $2.1B | $10.3B | ||
| Q2 24 | $2.0B | $9.8B | ||
| Q1 24 | $2.0B | $9.9B |
总资产GEFRPRX
| Q4 25 | $5.5B | $19.6B | ||
| Q3 25 | $6.7B | $19.3B | ||
| Q2 25 | $6.8B | $18.3B | ||
| Q1 25 | $6.6B | $17.6B | ||
| Q4 24 | $6.6B | $18.2B | ||
| Q3 24 | $6.8B | $18.0B | ||
| Q2 24 | $6.8B | $17.7B | ||
| Q1 24 | $6.0B | $16.1B |
负债/权益比GEFRPRX
| Q4 25 | 0.22× | 0.92× | ||
| Q3 25 | 1.06× | 0.93× | ||
| Q2 25 | 1.12× | 0.84× | ||
| Q1 25 | 1.24× | 0.78× | ||
| Q4 24 | 1.31× | 0.74× | ||
| Q3 24 | 1.41× | 0.74× | ||
| Q2 24 | 1.44× | 0.78× | ||
| Q1 24 | 1.15× | 0.62× |
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 | $-24.4M | $827.1M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | -0.14× | 3.86× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流GEFRPRX
| Q4 25 | $-24.4M | $827.1M | ||
| Q3 25 | $197.7M | $702.6M | ||
| Q2 25 | $136.4M | $364.0M | ||
| Q1 25 | $-30.8M | $596.1M | ||
| Q4 24 | $187.2M | $742.5M | ||
| Q3 24 | $76.8M | $703.6M | ||
| Q2 24 | $87.5M | $658.2M | ||
| Q1 24 | $4.5M | $664.6M |
现金转化率GEFRPRX
| Q4 25 | -0.14× | 3.86× | ||
| Q3 25 | 3.09× | 2.44× | ||
| Q2 25 | 2.88× | 12.06× | ||
| Q1 25 | -3.58× | 2.50× | ||
| Q4 24 | 2.67× | 3.57× | ||
| Q3 24 | 0.88× | 1.29× | ||
| Q2 24 | 1.97× | 6.45× | ||
| Q1 24 | 0.07× | 139.10× |
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
GEF
| Other | $501.0M | 50% |
| Sustainable Fiber Solutions Segment | $300.4M | 30% |
| Customized Polymer Solutions Segment | $124.8M | 13% |
| Durable Metal Solutions Segment | $62.5M | 6% |
| Innovative Closure Solutions Segment | $6.1M | 1% |
RPRX
| Financial Royalty Assets | $592.4M | 95% |
| Royalty Income Other | $29.6M | 5% |
