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ImmunityBio, Inc.（IBRX）与RECURSION PHARMACEUTICALS, INC.（RXRX）财务数据对比。点击上方公司名可切换其他公司
ImmunityBio, Inc.的季度营收约是RECURSION PHARMACEUTICALS, INC.的1.1倍（$38.3M vs $35.5M），ImmunityBio, Inc.净利率更高（-161.8% vs -304.2%，领先142.4%），RECURSION PHARMACEUTICALS, INC.同比增速更快（681.7% vs 407.0%），RECURSION PHARMACEUTICALS, INC.自由现金流更多（$-47.3M vs $-71.3M）
ImmunityBio, Inc.是一家处于临床阶段的生物技术企业，专注开发针对多种癌症及传染性疾病的下一代免疫疗法与候选疫苗，核心研发方向涵盖细胞疗法、抗体药物及靶向疫苗平台，主要运营市场位于美国。
Recursion Pharmaceuticals是一家临床阶段生物技术企业，依托人工智能技术和高通量生物实验体系，开发针对罕见病、肿瘤、炎症性疾病等领域未满足医疗需求的创新疗法，核心市场覆盖北美，与全球多家生物制药企业合作推进在研管线落地。
IBRX vs RXRX — 直观对比
营收规模更大
IBRX
是对方的1.1倍
$35.5M
营收增速更快
RXRX
高出274.8%
407.0%
净利率更高
IBRX
高出142.4%
-304.2%
自由现金流更多
RXRX
多$24.0M
$-71.3M
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $38.3M | $35.5M |
| 净利润 | $-61.9M | $-108.1M |
| 毛利率 | 99.0% | 59.8% |
| 营业利润率 | -169.0% | -304.8% |
| 净利率 | -161.8% | -304.2% |
| 营收同比 | 407.0% | 681.7% |
| 净利润同比 | -4.7% | 39.6% |
| 每股收益（稀释后） | $-0.06 | $-0.17 |
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IBRXRXRX
| Q4 25 | $38.3M | $35.5M | ||
| Q3 25 | $32.1M | $5.2M | ||
| Q2 25 | $26.4M | $19.2M | ||
| Q1 25 | $16.5M | $14.7M | ||
| Q4 24 | $7.6M | $4.5M | ||
| Q3 24 | $6.1M | $26.1M | ||
| Q2 24 | — | $14.4M | ||
| Q1 24 | — | $13.8M |
净利润IBRXRXRX
| Q4 25 | $-61.9M | $-108.1M | ||
| Q3 25 | $-67.3M | $-162.3M | ||
| Q2 25 | $-92.6M | $-171.9M | ||
| Q1 25 | $-129.6M | $-202.5M | ||
| Q4 24 | $-59.2M | $-178.9M | ||
| Q3 24 | $-85.7M | $-95.8M | ||
| Q2 24 | — | $-97.5M | ||
| Q1 24 | — | $-91.4M |
毛利率IBRXRXRX
| Q4 25 | 99.0% | 59.8% | ||
| Q3 25 | 99.4% | -183.8% | ||
| Q2 25 | 99.5% | -4.9% | ||
| Q1 25 | 99.6% | -48.0% | ||
| Q4 24 | — | -181.4% | ||
| Q3 24 | — | 53.7% | ||
| Q2 24 | — | 36.2% | ||
| Q1 24 | — | 19.1% |
营业利润率IBRXRXRX
| Q4 25 | -169.0% | -304.8% | ||
| Q3 25 | -173.5% | -3327.6% | ||
| Q2 25 | -269.8% | -916.8% | ||
| Q1 25 | -390.1% | -1297.9% | ||
| Q4 24 | -919.0% | -4042.4% | ||
| Q3 24 | -1314.3% | -377.1% | ||
| Q2 24 | — | -697.4% | ||
| Q1 24 | — | -698.4% |
净利率IBRXRXRX
| Q4 25 | -161.8% | -304.2% | ||
| Q3 25 | -209.8% | -3135.3% | ||
| Q2 25 | -350.3% | -894.2% | ||
| Q1 25 | -784.9% | -1373.3% | ||
| Q4 24 | -783.4% | -3935.5% | ||
| Q3 24 | -1404.0% | -367.5% | ||
| Q2 24 | — | -676.6% | ||
| Q1 24 | — | -662.4% |
每股收益（稀释后）IBRXRXRX
| Q4 25 | $-0.06 | $-0.17 | ||
| Q3 25 | $-0.07 | $-0.36 | ||
| Q2 25 | $-0.10 | $-0.41 | ||
| Q1 25 | $-0.15 | $-0.50 | ||
| Q4 24 | $-0.08 | $-0.56 | ||
| Q3 24 | $-0.14 | $-0.34 | ||
| Q2 24 | — | $-0.40 | ||
| Q1 24 | — | $-0.39 |
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 | $242.8M | $743.3M |
| 总债务越低越好 | — | $9.6M |
| 股东权益账面价值 | $-500.5M | $1.1B |
| 总资产 | $501.9M | $1.5B |
| 负债/权益比越低杠杆越低 | — | 0.01× |
8季度趋势，按日历期对齐
现金及短期投资IBRXRXRX
| Q4 25 | $242.8M | $743.3M | ||
| Q3 25 | $257.8M | $659.8M | ||
| Q2 25 | $153.7M | $525.1M | ||
| Q1 25 | $61.6M | $500.5M | ||
| Q4 24 | $149.8M | $594.4M | ||
| Q3 24 | $130.4M | $427.6M | ||
| Q2 24 | — | $474.3M | ||
| Q1 24 | — | $296.3M |
总债务IBRXRXRX
| Q4 25 | — | $9.6M | ||
| Q3 25 | — | $11.9M | ||
| Q2 25 | — | $14.2M | ||
| Q1 25 | — | $16.4M | ||
| Q4 24 | — | $19.0M | ||
| Q3 24 | — | $20.5M | ||
| Q2 24 | — | $22.9M | ||
| Q1 24 | — | — |
股东权益IBRXRXRX
| Q4 25 | $-500.5M | $1.1B | ||
| Q3 25 | $-524.3M | $1.0B | ||
| Q2 25 | $-570.7M | $919.1M | ||
| Q1 25 | $-591.4M | $933.9M | ||
| Q4 24 | $-489.1M | $1.0B | ||
| Q3 24 | $-745.1M | $524.6M | ||
| Q2 24 | — | $584.4M | ||
| Q1 24 | — | $401.2M |
总资产IBRXRXRX
| Q4 25 | $501.9M | $1.5B | ||
| Q3 25 | $519.0M | $1.4B | ||
| Q2 25 | $402.1M | $1.3B | ||
| Q1 25 | $303.8M | $1.3B | ||
| Q4 24 | $382.9M | $1.4B | ||
| Q3 24 | $364.6M | $726.5M | ||
| Q2 24 | — | $775.9M | ||
| Q1 24 | — | $557.8M |
负债/权益比IBRXRXRX
| Q4 25 | — | 0.01× | ||
| Q3 25 | — | 0.01× | ||
| Q2 25 | — | 0.02× | ||
| Q1 25 | — | 0.02× | ||
| Q4 24 | — | 0.02× | ||
| Q3 24 | — | 0.04× | ||
| Q2 24 | — | 0.04× | ||
| Q1 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 | $-70.4M | $-46.1M |
| 自由现金流经营现金流 - 资本支出 | $-71.3M | $-47.3M |
| 自由现金流率自由现金流/营收 | -186.2% | -133.1% |
| 资本支出强度资本支出/营收 | 2.4% | 3.5% |
| 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 | $-308.8M | $-378.3M |
8季度趋势，按日历期对齐
经营现金流IBRXRXRX
| Q4 25 | $-70.4M | $-46.1M | ||
| Q3 25 | $-68.9M | $-117.4M | ||
| Q2 25 | $-79.7M | $-76.4M | ||
| Q1 25 | $-85.9M | $-132.0M | ||
| Q4 24 | $-85.1M | $-115.4M | ||
| Q3 24 | $-98.8M | $-59.2M | ||
| Q2 24 | — | $-82.2M | ||
| Q1 24 | — | $-102.3M |
自由现金流IBRXRXRX
| Q4 25 | $-71.3M | $-47.3M | ||
| Q3 25 | $-69.6M | $-117.6M | ||
| Q2 25 | $-80.8M | $-79.6M | ||
| Q1 25 | $-87.0M | $-133.8M | ||
| Q4 24 | $-87.3M | $-116.7M | ||
| Q3 24 | $-101.6M | $-63.8M | ||
| Q2 24 | — | $-83.4M | ||
| Q1 24 | — | $-109.0M |
自由现金流率IBRXRXRX
| Q4 25 | -186.2% | -133.1% | ||
| Q3 25 | -217.2% | -2272.5% | ||
| Q2 25 | -305.9% | -413.9% | ||
| Q1 25 | -526.9% | -907.4% | ||
| Q4 24 | -1155.4% | -2567.7% | ||
| Q3 24 | -1663.2% | -244.6% | ||
| Q2 24 | — | -578.5% | ||
| Q1 24 | — | -789.9% |
资本支出强度IBRXRXRX
| Q4 25 | 2.4% | 3.5% | ||
| Q3 25 | 2.3% | 4.7% | ||
| Q2 25 | 4.1% | 16.4% | ||
| Q1 25 | 6.8% | 12.4% | ||
| Q4 24 | 28.0% | 28.6% | ||
| Q3 24 | 45.7% | 17.5% | ||
| Q2 24 | — | 8.2% | ||
| Q1 24 | — | 48.2% |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
