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Honest Company, Inc.（HNST）与再鼎医药（ZLAB）财务数据对比。点击上方公司名可切换其他公司
再鼎医药的季度营收约是Honest Company, Inc.的1.6倍（$127.1M vs $78.1M），再鼎医药同比增速更快（17.1% vs -19.7%），过去两年再鼎医药的营收复合增速更高（20.8% vs -8.4%）
诚实公司（The Honest Company, Inc.）是总部位于美国洛杉矶的数字化原生消费品公司，由女演员杰西卡·阿尔芭与克里斯托弗·加维根、布莱恩·李共同创立。2021年该公司销售额达3.19亿美元，截至2022年2月估值约为5.5亿美元。现任首席执行官卡拉·贝尔农是美国上市企业中少有的非裔拉丁裔首席执行官。
再鼎医药是一家创新生物制药企业，专注于肿瘤、自身免疫性疾病、感染性疾病等领域创新疗法的研发、生产与商业化，核心市场覆盖大中华区，与全球多家头部生物科技企业合作，为存在未被满足医疗需求的患者提供治疗方案。
HNST vs ZLAB — 直观对比
营收规模更大
ZLAB
是对方的1.6倍
$78.1M
营收增速更快
ZLAB
高出36.8%
-19.7%
两年增速更快
ZLAB
近两年复合增速
-8.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $78.1M | $127.1M |
| 净利润 | — | — |
| 毛利率 | 42.6% | 51.0% |
| 营业利润率 | 56.6% | -54.6% |
| 净利率 | — | — |
| 营收同比 | -19.7% | 17.1% |
| 净利润同比 | — | — |
| 每股收益（稀释后） | $0.00 | $-0.05 |
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HNSTZLAB
| Q1 26 | $78.1M | — | ||
| Q4 25 | $88.0M | $127.1M | ||
| Q3 25 | $92.6M | $115.4M | ||
| Q2 25 | $93.5M | $109.1M | ||
| Q1 25 | $97.3M | $105.7M | ||
| Q4 24 | $99.8M | $108.5M | ||
| Q3 24 | $99.2M | $101.8M | ||
| Q2 24 | $93.0M | $100.1M |
净利润HNSTZLAB
| Q1 26 | — | — | ||
| Q4 25 | $-23.6M | — | ||
| Q3 25 | $758.0K | $-36.0M | ||
| Q2 25 | $3.9M | $-40.7M | ||
| Q1 25 | $3.3M | $-48.4M | ||
| Q4 24 | $-809.0K | — | ||
| Q3 24 | $165.0K | $-41.7M | ||
| Q2 24 | $-4.1M | $-80.3M |
毛利率HNSTZLAB
| Q1 26 | 42.6% | — | ||
| Q4 25 | 15.7% | 51.0% | ||
| Q3 25 | 37.3% | 59.5% | ||
| Q2 25 | 40.4% | 60.6% | ||
| Q1 25 | 38.7% | 63.6% | ||
| Q4 24 | 38.8% | 61.5% | ||
| Q3 24 | 38.7% | 64.1% | ||
| Q2 24 | 38.3% | 64.9% |
营业利润率HNSTZLAB
| Q1 26 | 56.6% | — | ||
| Q4 25 | -27.5% | -54.6% | ||
| Q3 25 | 0.3% | -42.3% | ||
| Q2 25 | 3.1% | -50.3% | ||
| Q1 25 | 2.6% | -53.3% | ||
| Q4 24 | -1.0% | -62.6% | ||
| Q3 24 | 0.1% | -66.6% | ||
| Q2 24 | -4.3% | -76.0% |
净利率HNSTZLAB
| Q1 26 | — | — | ||
| Q4 25 | -26.8% | — | ||
| Q3 25 | 0.8% | -31.2% | ||
| Q2 25 | 4.1% | -37.3% | ||
| Q1 25 | 3.3% | -45.8% | ||
| Q4 24 | -0.8% | — | ||
| Q3 24 | 0.2% | -40.9% | ||
| Q2 24 | -4.4% | -80.2% |
每股收益（稀释后）HNSTZLAB
| Q1 26 | $0.00 | — | ||
| Q4 25 | $-0.21 | $-0.05 | ||
| Q3 25 | $0.01 | $-0.03 | ||
| Q2 25 | $0.03 | $-0.04 | ||
| Q1 25 | $0.03 | $-0.04 | ||
| Q4 24 | $-0.01 | $-0.09 | ||
| Q3 24 | $0.00 | $-0.04 | ||
| Q2 24 | $-0.04 | $-0.08 |
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 | $90.4M | $689.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $169.1M | $715.5M |
| 总资产 | $214.9M | $1.2B |
| 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HNSTZLAB
| Q1 26 | $90.4M | — | ||
| Q4 25 | $89.6M | $689.6M | ||
| Q3 25 | $71.5M | $717.2M | ||
| Q2 25 | $72.1M | $732.2M | ||
| Q1 25 | $72.8M | $757.3M | ||
| Q4 24 | $75.4M | $779.7M | ||
| Q3 24 | $53.4M | $616.1M | ||
| Q2 24 | $36.6M | $630.0M |
股东权益HNSTZLAB
| Q1 26 | $169.1M | — | ||
| Q4 25 | $169.7M | $715.5M | ||
| Q3 25 | $190.2M | $759.9M | ||
| Q2 25 | $187.0M | $791.7M | ||
| Q1 25 | $180.4M | $810.8M | ||
| Q4 24 | $174.3M | $840.9M | ||
| Q3 24 | $133.9M | $667.7M | ||
| Q2 24 | $129.7M | $704.2M |
总资产HNSTZLAB
| Q1 26 | $214.9M | — | ||
| Q4 25 | $225.4M | $1.2B | ||
| Q3 25 | $241.5M | $1.2B | ||
| Q2 25 | $249.0M | $1.2B | ||
| Q1 25 | $265.3M | $1.2B | ||
| Q4 24 | $247.4M | $1.2B | ||
| Q3 24 | $209.2M | $985.3M | ||
| Q2 24 | $200.2M | $987.4M |
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 | — | $-26.0M |
| 自由现金流经营现金流 - 资本支出 | — | $-26.7M |
| 自由现金流率自由现金流/营收 | — | -21.0% |
| 资本支出强度资本支出/营收 | 0.6% | 0.5% |
| 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 | — | $-158.9M |
8季度趋势，按日历期对齐
经营现金流HNSTZLAB
| Q1 26 | — | — | ||
| Q4 25 | $19.3M | $-26.0M | ||
| Q3 25 | $-504.0K | $-32.0M | ||
| Q2 25 | $-745.0K | $-31.0M | ||
| Q1 25 | $-2.9M | $-61.7M | ||
| Q4 24 | $-16.8M | $-55.8M | ||
| Q3 24 | $15.1M | $-26.8M | ||
| Q2 24 | $2.9M | $-42.2M |
自由现金流HNSTZLAB
| Q1 26 | — | — | ||
| Q4 25 | $18.1M | $-26.7M | ||
| Q3 25 | $-624.0K | $-35.0M | ||
| Q2 25 | $-826.0K | $-33.9M | ||
| Q1 25 | $-3.0M | $-63.2M | ||
| Q4 24 | $-17.2M | $-58.4M | ||
| Q3 24 | $15.0M | $-28.2M | ||
| Q2 24 | $2.9M | $-42.9M |
自由现金流率HNSTZLAB
| Q1 26 | — | — | ||
| Q4 25 | 20.5% | -21.0% | ||
| Q3 25 | -0.7% | -30.4% | ||
| Q2 25 | -0.9% | -31.1% | ||
| Q1 25 | -3.1% | -59.9% | ||
| Q4 24 | -17.2% | -53.8% | ||
| Q3 24 | 15.1% | -27.7% | ||
| Q2 24 | 3.1% | -42.9% |
资本支出强度HNSTZLAB
| Q1 26 | 0.6% | — | ||
| Q4 25 | 1.4% | 0.5% | ||
| Q3 25 | 0.1% | 2.6% | ||
| Q2 25 | 0.1% | 2.6% | ||
| Q1 25 | 0.1% | 1.5% | ||
| Q4 24 | 0.3% | 2.4% | ||
| Q3 24 | 0.1% | 1.3% | ||
| Q2 24 | 0.0% | 0.7% |
现金转化率HNSTZLAB
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | -0.66× | — | ||
| Q2 25 | -0.19× | — | ||
| Q1 25 | -0.90× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 91.42× | — | ||
| Q2 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
HNST
暂无分部数据
ZLAB
| Zejula | $56.0M | 44% |
| Other | $21.9M | 17% |
| Nuzyra | $16.0M | 13% |
| Optune | $11.9M | 9% |
| XACDURO | $10.7M | 8% |
| Qinlock | $9.7M | 8% |
| AUGTYRO | $836.0K | 1% |
