vs
HALOZYME THERAPEUTICS, INC.(HALO)与Krystal Biotech, Inc.(KRYS)财务数据对比。点击上方公司名可切换其他公司
HALOZYME THERAPEUTICS, INC.的季度营收约是Krystal Biotech, Inc.的4.2倍($451.8M vs $107.1M)。Krystal Biotech, Inc.净利率更高(48.0% vs -31.3%,领先79.3%)。HALOZYME THERAPEUTICS, INC.同比增速更快(51.6% vs 17.5%)。HALOZYME THERAPEUTICS, INC.自由现金流更多($217.6M vs $75.4M)。过去两年Krystal Biotech, Inc.的营收复合增速更高(53.8% vs 51.9%)
Halozyme Therapeutics是一家美国生物技术企业,专注于肿瘤领域创新疗法研发,核心管线均针对肿瘤微环境进行靶向干预,致力于为全球癌症患者提供更安全高效的治疗选择。
Krystal Biotech是一家处于临床阶段的生物技术企业,专注于研发和商业化针对罕见重症皮肤病的新型基因疗法,主要面向北美和欧洲市场,服务缺乏有效常规治疗方案的单基因皮肤病患者。
HALO vs KRYS — 直观对比
营收规模更大
HALO
是对方的4.2倍
$107.1M
营收增速更快
HALO
高出34.1%
17.5%
净利率更高
KRYS
高出79.3%
-31.3%
自由现金流更多
HALO
多$142.2M
$75.4M
两年增速更快
KRYS
近两年复合增速
51.9%
损益表 — Q4 2025 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $451.8M | $107.1M |
| 净利润 | $-141.6M | $51.4M |
| 毛利率 | 82.6% | — |
| 营业利润率 | -20.6% | 41.5% |
| 净利率 | -31.3% | 48.0% |
| 营收同比 | 51.6% | 17.5% |
| 净利润同比 | -203.3% | 13.0% |
| 每股收益(稀释后) | $-1.13 | $1.69 |
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
HALO
KRYS
| Q4 25 | $451.8M | $107.1M | ||
| Q3 25 | $354.3M | $97.8M | ||
| Q2 25 | $325.7M | $96.0M | ||
| Q1 25 | $264.9M | $88.2M | ||
| Q4 24 | $298.0M | $91.1M | ||
| Q3 24 | $290.1M | $83.8M | ||
| Q2 24 | $231.4M | $70.3M | ||
| Q1 24 | $195.9M | $45.3M |
净利润
HALO
KRYS
| Q4 25 | $-141.6M | $51.4M | ||
| Q3 25 | $175.2M | $79.4M | ||
| Q2 25 | $165.2M | $38.3M | ||
| Q1 25 | $118.1M | $35.7M | ||
| Q4 24 | $137.0M | $45.5M | ||
| Q3 24 | $137.0M | $27.2M | ||
| Q2 24 | $93.2M | $15.6M | ||
| Q1 24 | $76.8M | $932.0K |
毛利率
HALO
KRYS
| Q4 25 | 82.6% | — | ||
| Q3 25 | 84.4% | — | ||
| Q2 25 | 85.8% | — | ||
| Q1 25 | 81.7% | — | ||
| Q4 24 | 85.9% | — | ||
| Q3 24 | 83.0% | — | ||
| Q2 24 | 82.9% | — | ||
| Q1 24 | 85.5% | — |
营业利润率
HALO
KRYS
| Q4 25 | -20.6% | 41.5% | ||
| Q3 25 | 61.5% | 42.3% | ||
| Q2 25 | 62.2% | 40.9% | ||
| Q1 25 | 53.4% | 41.0% | ||
| Q4 24 | 58.9% | 45.4% | ||
| Q3 24 | 56.3% | 26.8% | ||
| Q2 24 | 50.7% | 12.2% | ||
| Q1 24 | 48.8% | -14.8% |
净利率
HALO
KRYS
| Q4 25 | -31.3% | 48.0% | ||
| Q3 25 | 49.5% | 81.2% | ||
| Q2 25 | 50.7% | 39.9% | ||
| Q1 25 | 44.6% | 40.5% | ||
| Q4 24 | 46.0% | 49.9% | ||
| Q3 24 | 47.2% | 32.4% | ||
| Q2 24 | 40.3% | 22.2% | ||
| Q1 24 | 39.2% | 2.1% |
每股收益(稀释后)
HALO
KRYS
| Q4 25 | $-1.13 | $1.69 | ||
| Q3 25 | $1.43 | $2.66 | ||
| Q2 25 | $1.33 | $1.29 | ||
| Q1 25 | $0.93 | $1.20 | ||
| Q4 24 | $1.06 | $1.53 | ||
| Q3 24 | $1.05 | $0.91 | ||
| Q2 24 | $0.72 | $0.53 | ||
| Q1 24 | $0.60 | $0.03 |
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 | $133.8M | $496.3M |
| 总债务越低越好 | $2.1B | — |
| 股东权益账面价值 | $48.8M | $1.2B |
| 总资产 | $2.5B | $1.3B |
| 负债/权益比越低杠杆越低 | 43.89× | — |
8季度趋势,按日历期对齐
现金及短期投资
HALO
KRYS
| Q4 25 | $133.8M | $496.3M | ||
| Q3 25 | $419.7M | $392.6M | ||
| Q2 25 | $61.9M | $353.8M | ||
| Q1 25 | $176.3M | $308.8M | ||
| Q4 24 | $115.8M | $344.9M | ||
| Q3 24 | $154.3M | $374.0M | ||
| Q2 24 | $187.9M | $345.8M | ||
| Q1 24 | $164.6M | $359.0M |
总债务
HALO
KRYS
| Q4 25 | $2.1B | — | ||
| Q3 25 | $1.5B | — | ||
| Q2 25 | $1.5B | — | ||
| Q1 25 | $1.5B | — | ||
| Q4 24 | $1.5B | — | ||
| Q3 24 | $1.5B | — | ||
| Q2 24 | $1.5B | — | ||
| Q1 24 | $1.5B | — |
股东权益
HALO
KRYS
| Q4 25 | $48.8M | $1.2B | ||
| Q3 25 | $503.9M | $1.1B | ||
| Q2 25 | $332.7M | $1.0B | ||
| Q1 25 | $482.3M | $984.7M | ||
| Q4 24 | $363.8M | $946.4M | ||
| Q3 24 | $452.7M | $885.8M | ||
| Q2 24 | $289.4M | $838.9M | ||
| Q1 24 | $177.8M | $799.2M |
总资产
HALO
KRYS
| Q4 25 | $2.5B | $1.3B | ||
| Q3 25 | $2.2B | $1.2B | ||
| Q2 25 | $2.1B | $1.1B | ||
| Q1 25 | $2.2B | $1.1B | ||
| Q4 24 | $2.1B | $1.1B | ||
| Q3 24 | $2.1B | $982.3M | ||
| Q2 24 | $2.0B | $917.7M | ||
| Q1 24 | $1.8B | $853.3M |
负债/权益比
HALO
KRYS
| Q4 25 | 43.89× | — | ||
| Q3 25 | 3.00× | — | ||
| Q2 25 | 4.54× | — | ||
| Q1 25 | 3.13× | — | ||
| Q4 24 | 4.14× | — | ||
| Q3 24 | 3.32× | — | ||
| Q2 24 | 5.19× | — | ||
| Q1 24 | 8.44× | — |
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 | $219.0M | $77.5M |
| 自由现金流经营现金流 - 资本支出 | $217.6M | $75.4M |
| 自由现金流率自由现金流/营收 | 48.2% | 70.4% |
| 资本支出强度资本支出/营收 | 0.3% | 2.0% |
| 现金转化率经营现金流/净利润 | — | 1.51× |
| 过去12个月自由现金流最近4个季度 | $644.6M | $188.9M |
8季度趋势,按日历期对齐
经营现金流
HALO
KRYS
| Q4 25 | $219.0M | $77.5M | ||
| Q3 25 | $178.6M | $39.7M | ||
| Q2 25 | $99.7M | $52.7M | ||
| Q1 25 | $154.2M | $31.0M | ||
| Q4 24 | $178.5M | $52.8M | ||
| Q3 24 | $115.4M | $58.9M | ||
| Q2 24 | $55.8M | $-4.2M | ||
| Q1 24 | $129.4M | $15.9M |
自由现金流
HALO
KRYS
| Q4 25 | $217.6M | $75.4M | ||
| Q3 25 | $175.6M | $38.0M | ||
| Q2 25 | $98.1M | $50.8M | ||
| Q1 25 | $153.3M | $24.8M | ||
| Q4 24 | $175.4M | $52.0M | ||
| Q3 24 | $113.9M | $57.8M | ||
| Q2 24 | $53.2M | $-5.3M | ||
| Q1 24 | $125.9M | $14.6M |
自由现金流率
HALO
KRYS
| Q4 25 | 48.2% | 70.4% | ||
| Q3 25 | 49.6% | 38.8% | ||
| Q2 25 | 30.1% | 52.9% | ||
| Q1 25 | 57.9% | 28.1% | ||
| Q4 24 | 58.9% | 57.1% | ||
| Q3 24 | 39.3% | 69.0% | ||
| Q2 24 | 23.0% | -7.5% | ||
| Q1 24 | 64.3% | 32.3% |
资本支出强度
HALO
KRYS
| Q4 25 | 0.3% | 2.0% | ||
| Q3 25 | 0.9% | 1.7% | ||
| Q2 25 | 0.5% | 2.0% | ||
| Q1 25 | 0.4% | 7.0% | ||
| Q4 24 | 1.0% | 0.9% | ||
| Q3 24 | 0.5% | 1.2% | ||
| Q2 24 | 1.1% | 1.6% | ||
| Q1 24 | 1.8% | 2.8% |
现金转化率
HALO
KRYS
| Q4 25 | — | 1.51× | ||
| Q3 25 | 1.02× | 0.50× | ||
| Q2 25 | 0.60× | 1.38× | ||
| Q1 25 | 1.31× | 0.87× | ||
| Q4 24 | 1.30× | 1.16× | ||
| Q3 24 | 0.84× | 2.17× | ||
| Q2 24 | 0.60× | -0.27× | ||
| Q1 24 | 1.68× | 17.05× |
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
HALO
| Royalty | $258.0M | 57% |
| Products | $122.7M | 27% |
| Proprietary Products Sales | $59.6M | 13% |
| Device Partnered Products | $12.9M | 3% |
KRYS
暂无分部数据