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赫氏（HXL）与NEUROCRINE BIOSCIENCES INC（NBIX）财务数据对比。点击上方公司名可切换其他公司
NEUROCRINE BIOSCIENCES INC的季度营收约是赫氏的1.6倍（$805.5M vs $501.5M），NEUROCRINE BIOSCIENCES INC净利率更高（19.1% vs 7.4%，领先11.7%），NEUROCRINE BIOSCIENCES INC同比增速更快（28.3% vs 9.9%），过去两年NEUROCRINE BIOSCIENCES INC的营收复合增速更高（25.0% vs 0.1%）
赫氏是总部位于美国康涅狄格州斯坦福德的上市工业材料企业，专注于结构材料的研发与生产，由加州增强塑料公司、汽巴复合材料业务、赫克力士复合材料产品部门合并组建。其产品覆盖商用、军工、休闲等市场，广泛应用于军民飞机、航天运载火箭、卫星、风电叶片、运动器材等领域。
Neurocrine Biosciences是1992年成立的美国生物制药企业，总部位于加利福尼亚州圣地亚哥，截至2024年10月首席执行官为Kyle Gano。公司专注于神经及内分泌相关疾病的疗法研发，旗下药物缬苯那嗪（商品名Ingrezza）于2017年获美国批准，用于治疗成人迟发性运动障碍。
HXL vs NBIX — 直观对比
营收规模更大
NBIX
是对方的1.6倍
$501.5M
营收增速更快
NBIX
高出18.5%
9.9%
净利率更高
NBIX
高出11.7%
7.4%
两年增速更快
NBIX
近两年复合增速
0.1%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $501.5M | $805.5M |
| 净利润 | $37.2M | $153.7M |
| 毛利率 | 26.9% | 97.8% |
| 营业利润率 | 11.5% | 26.2% |
| 净利率 | 7.4% | 19.1% |
| 营收同比 | 9.9% | 28.3% |
| 净利润同比 | 29.6% | 49.1% |
| 每股收益（稀释后） | $0.49 | $1.49 |
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HXLNBIX
| Q1 26 | $501.5M | — | ||
| Q4 25 | $491.3M | $805.5M | ||
| Q3 25 | $456.2M | $794.9M | ||
| Q2 25 | $489.9M | $687.5M | ||
| Q1 25 | $456.5M | $572.6M | ||
| Q4 24 | $473.8M | $627.7M | ||
| Q3 24 | $456.5M | $622.1M | ||
| Q2 24 | $500.4M | $590.2M |
净利润HXLNBIX
| Q1 26 | $37.2M | — | ||
| Q4 25 | $46.4M | $153.7M | ||
| Q3 25 | $20.6M | $209.5M | ||
| Q2 25 | $13.5M | $107.5M | ||
| Q1 25 | $28.9M | $7.9M | ||
| Q4 24 | $5.8M | $103.1M | ||
| Q3 24 | $39.8M | $129.8M | ||
| Q2 24 | $50.0M | $65.0M |
毛利率HXLNBIX
| Q1 26 | 26.9% | — | ||
| Q4 25 | 24.6% | 97.8% | ||
| Q3 25 | 21.9% | 98.2% | ||
| Q2 25 | 22.8% | 98.4% | ||
| Q1 25 | 22.4% | 98.4% | ||
| Q4 24 | 25.0% | 98.5% | ||
| Q3 24 | 23.3% | 98.7% | ||
| Q2 24 | 25.3% | 98.4% |
营业利润率HXLNBIX
| Q1 26 | 11.5% | — | ||
| Q4 25 | 12.5% | 26.2% | ||
| Q3 25 | 7.9% | 30.1% | ||
| Q2 25 | 6.1% | 21.2% | ||
| Q1 25 | 9.7% | 4.1% | ||
| Q4 24 | 1.9% | 22.6% | ||
| Q3 24 | 11.5% | 29.5% | ||
| Q2 24 | 14.3% | 24.6% |
净利率HXLNBIX
| Q1 26 | 7.4% | — | ||
| Q4 25 | 9.4% | 19.1% | ||
| Q3 25 | 4.5% | 26.4% | ||
| Q2 25 | 2.8% | 15.6% | ||
| Q1 25 | 6.3% | 1.4% | ||
| Q4 24 | 1.2% | 16.4% | ||
| Q3 24 | 8.7% | 20.9% | ||
| Q2 24 | 10.0% | 11.0% |
每股收益（稀释后）HXLNBIX
| Q1 26 | $0.49 | — | ||
| Q4 25 | — | $1.49 | ||
| Q3 25 | — | $2.04 | ||
| Q2 25 | — | $1.06 | ||
| Q1 25 | — | $0.08 | ||
| Q4 24 | — | $1.00 | ||
| Q3 24 | — | $1.24 | ||
| Q2 24 | — | $0.63 |
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 | $54.1M | $713.0M |
| 总债务越低越好 | $998.1M | — |
| 股东权益账面价值 | $1.3B | $3.3B |
| 总资产 | $2.7B | $4.6B |
| 负债/权益比越低杠杆越低 | 0.79× | — |
8季度趋势，按日历期对齐
现金及短期投资HXLNBIX
| Q1 26 | $54.1M | — | ||
| Q4 25 | $71.0M | $713.0M | ||
| Q3 25 | $90.5M | $340.2M | ||
| Q2 25 | $77.2M | $264.0M | ||
| Q1 25 | $89.2M | $194.1M | ||
| Q4 24 | $125.4M | $233.0M | ||
| Q3 24 | $98.2M | $349.1M | ||
| Q2 24 | $75.4M | $139.7M |
总债务HXLNBIX
| Q1 26 | $998.1M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益HXLNBIX
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $3.3B | ||
| Q3 25 | $1.6B | $3.0B | ||
| Q2 25 | $1.6B | $2.7B | ||
| Q1 25 | $1.5B | $2.5B | ||
| Q4 24 | $1.5B | $2.6B | ||
| Q3 24 | $1.6B | $2.7B | ||
| Q2 24 | $1.6B | $2.5B |
总资产HXLNBIX
| Q1 26 | $2.7B | — | ||
| Q4 25 | $2.7B | $4.6B | ||
| Q3 25 | $2.8B | $4.3B | ||
| Q2 25 | $2.8B | $3.9B | ||
| Q1 25 | $2.8B | $3.7B | ||
| Q4 24 | $2.7B | $3.7B | ||
| Q3 24 | $2.9B | $3.5B | ||
| Q2 24 | $2.8B | $3.3B |
负债/权益比HXLNBIX
| Q1 26 | 0.79× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| 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 | — | $388.4M |
| 自由现金流经营现金流 - 资本支出 | — | $386.0M |
| 自由现金流率自由现金流/营收 | — | 47.9% |
| 资本支出强度资本支出/营收 | 3.2% | 0.3% |
| 现金转化率经营现金流/净利润 | — | 2.53× |
| 过去12个月自由现金流最近4个季度 | — | $743.9M |
8季度趋势，按日历期对齐
经营现金流HXLNBIX
| Q1 26 | — | — | ||
| Q4 25 | $125.5M | $388.4M | ||
| Q3 25 | $110.2M | $227.5M | ||
| Q2 25 | $23.3M | $102.0M | ||
| Q1 25 | $-28.5M | $64.8M | ||
| Q4 24 | $162.6M | $242.5M | ||
| Q3 24 | $90.1M | $158.0M | ||
| Q2 24 | $44.2M | $64.6M |
自由现金流HXLNBIX
| Q1 26 | — | — | ||
| Q4 25 | $107.3M | $386.0M | ||
| Q3 25 | $96.5M | $214.3M | ||
| Q2 25 | $8.0M | $89.5M | ||
| Q1 25 | $-54.6M | $54.1M | ||
| Q4 24 | $144.0M | $235.2M | ||
| Q3 24 | $73.3M | $149.9M | ||
| Q2 24 | $21.3M | $53.0M |
自由现金流率HXLNBIX
| Q1 26 | — | — | ||
| Q4 25 | 21.8% | 47.9% | ||
| Q3 25 | 21.2% | 27.0% | ||
| Q2 25 | 1.6% | 13.0% | ||
| Q1 25 | -12.0% | 9.4% | ||
| Q4 24 | 30.4% | 37.5% | ||
| Q3 24 | 16.1% | 24.1% | ||
| Q2 24 | 4.3% | 9.0% |
资本支出强度HXLNBIX
| Q1 26 | 3.2% | — | ||
| Q4 25 | 3.7% | 0.3% | ||
| Q3 25 | 3.0% | 1.7% | ||
| Q2 25 | 3.1% | 1.8% | ||
| Q1 25 | 5.7% | 1.9% | ||
| Q4 24 | 3.9% | 1.2% | ||
| Q3 24 | 3.7% | 1.3% | ||
| Q2 24 | 4.6% | 2.0% |
现金转化率HXLNBIX
| Q1 26 | — | — | ||
| Q4 25 | 2.70× | 2.53× | ||
| Q3 25 | 5.35× | 1.09× | ||
| Q2 25 | 1.73× | 0.95× | ||
| Q1 25 | -0.99× | 8.20× | ||
| Q4 24 | 28.03× | 2.35× | ||
| Q3 24 | 2.26× | 1.22× | ||
| Q2 24 | 0.88× | 0.99× |
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
HXL
暂无分部数据
NBIX
| INGREZZA Net Product Sales | $653.8M | 81% |
| CRENESSITY Net Product Sales | $135.4M | 17% |
| Other Income | $12.6M | 2% |
| Collaboration Revenue | $7.2M | 1% |
