vs
IDEAYA Biosciences, Inc.（IDYA）与传奇生物（LEGN）财务数据对比。点击上方公司名可切换其他公司
传奇生物的季度营收约是IDEAYA Biosciences, Inc.的1.3倍（$272.3M vs $207.8M），IDEAYA Biosciences, Inc.净利率更高（57.4% vs -14.6%，领先71.9%）
IDEAYA Biosciences是一家临床阶段生物技术企业，专注于肿瘤学领域，研发针对基因定义癌症的靶向疗法及合成致死治疗方案，推进多肿瘤类型的候选药物管线开发，与行业伙伴合作提升全球创新癌症治疗方案的可及性。
传奇生物是金斯瑞生物科技旗下专注于生物科技领域的企业，金斯瑞2002年由章方良、王烨、王鲁泉等人于新泽西共同创立，总部位于中国，主要提供生命科学研究相关的仪器与服务，2015年在港交所上市，现任轮值首席执行官为邵炜慧。
IDYA vs LEGN — 直观对比
营收规模更大
LEGN
是对方的1.3倍
$207.8M
净利率更高
IDYA
高出71.9%
-14.6%
损益表 — Q3 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $207.8M | $272.3M |
| 净利润 | $119.2M | $-39.7M |
| 毛利率 | — | 58.4% |
| 营业利润率 | 52.2% | -16.0% |
| 净利率 | 57.4% | -14.6% |
| 营收同比 | — | 70.0% |
| 净利润同比 | 330.1% | 68.3% |
| 每股收益（稀释后） | $1.33 | $-0.11 |
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IDYALEGN
| Q3 25 | $207.8M | $272.3M | ||
| Q2 25 | — | $255.1M | ||
| Q1 25 | — | $195.1M | ||
| Q3 24 | $0 | $160.2M | ||
| Q2 24 | $0 | $186.5M | ||
| Q1 24 | $0 | $94.0M | ||
| Q3 23 | — | $96.0M | ||
| Q2 23 | — | $73.3M |
净利润IDYALEGN
| Q3 25 | $119.2M | $-39.7M | ||
| Q2 25 | — | $-125.4M | ||
| Q1 25 | — | $-100.9M | ||
| Q3 24 | $-51.8M | $-125.3M | ||
| Q2 24 | $-52.8M | $-18.2M | ||
| Q1 24 | $-39.6M | $-59.8M | ||
| Q3 23 | — | $-62.2M | ||
| Q2 23 | — | $-199.1M |
毛利率IDYALEGN
| Q3 25 | — | 58.4% | ||
| Q2 25 | — | 62.8% | ||
| Q1 25 | — | 64.4% | ||
| Q3 24 | — | 67.2% | ||
| Q2 24 | — | 75.7% | ||
| Q1 24 | — | 47.8% | ||
| Q3 23 | — | 54.7% | ||
| Q2 23 | — | 55.4% |
营业利润率IDYALEGN
| Q3 25 | 52.2% | -16.0% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q3 24 | — | -43.9% | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — | ||
| Q3 23 | — | — | ||
| Q2 23 | — | — |
净利率IDYALEGN
| Q3 25 | 57.4% | -14.6% | ||
| Q2 25 | — | -49.2% | ||
| Q1 25 | — | -51.7% | ||
| Q3 24 | — | -78.2% | ||
| Q2 24 | — | -9.8% | ||
| Q1 24 | — | -63.6% | ||
| Q3 23 | — | -64.8% | ||
| Q2 23 | — | -271.6% |
每股收益（稀释后）IDYALEGN
| Q3 25 | $1.33 | $-0.11 | ||
| Q2 25 | — | $-0.34 | ||
| Q1 25 | — | $-0.27 | ||
| Q3 24 | $-0.60 | $-0.34 | ||
| Q2 24 | $-0.68 | $-0.05 | ||
| Q1 24 | $-0.53 | $-0.16 | ||
| Q3 23 | — | $-0.16 | ||
| Q2 23 | — | $-0.57 |
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 | $786.9M | $278.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.1B | $1.0B |
| 总资产 | $1.2B | $1.7B |
| 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IDYALEGN
| Q3 25 | $786.9M | $278.9M | ||
| Q2 25 | — | $266.6M | ||
| Q1 25 | — | $441.7M | ||
| Q3 24 | $920.0M | $459.3M | ||
| Q2 24 | $701.7M | $201.3M | ||
| Q1 24 | $698.8M | $897.6M | ||
| Q3 23 | — | $963.5M | ||
| Q2 23 | — | $1.2B |
股东权益IDYALEGN
| Q3 25 | $1.1B | $1.0B | ||
| Q2 25 | — | $1.0B | ||
| Q1 25 | — | $1.0B | ||
| Q3 24 | $1.2B | $1.1B | ||
| Q2 24 | $931.7M | $1.2B | ||
| Q1 24 | $935.3M | $1.2B | ||
| Q3 23 | — | $1.3B | ||
| Q2 23 | — | $1.4B |
总资产IDYALEGN
| Q3 25 | $1.2B | $1.7B | ||
| Q2 25 | — | $1.7B | ||
| Q1 25 | — | $1.6B | ||
| Q3 24 | $1.2B | $1.7B | ||
| Q2 24 | $973.7M | $1.8B | ||
| Q1 24 | $961.5M | $1.8B | ||
| Q3 23 | — | $1.8B | ||
| Q2 23 | — | $1.9B |
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 | $142.2M | $28.8M |
| 自由现金流经营现金流 - 资本支出 | $142.2M | — |
| 自由现金流率自由现金流/营收 | 68.4% | — |
| 资本支出强度资本支出/营收 | 0.0% | — |
| 现金转化率经营现金流/净利润 | 1.19× | — |
| 过去12个月自由现金流最近4个季度 | $13.5M | — |
8季度趋势，按日历期对齐
经营现金流IDYALEGN
| Q3 25 | $142.2M | $28.8M | ||
| Q2 25 | — | $-13.0M | ||
| Q1 25 | — | $-103.8M | ||
| Q3 24 | $-49.2M | $-75.8M | ||
| Q2 24 | $-32.9M | $-1.7M | ||
| Q1 24 | $-43.8M | $15.5M | ||
| Q3 23 | — | $-60.8M | ||
| Q2 23 | — | $-97.6M |
自由现金流IDYALEGN
| Q3 25 | $142.2M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q3 24 | $-49.7M | — | ||
| Q2 24 | $-33.9M | — | ||
| Q1 24 | $-45.1M | — | ||
| Q3 23 | — | — | ||
| Q2 23 | — | — |
自由现金流率IDYALEGN
| Q3 25 | 68.4% | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — | ||
| Q3 23 | — | — | ||
| Q2 23 | — | — |
资本支出强度IDYALEGN
| Q3 25 | 0.0% | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — | ||
| Q3 23 | — | — | ||
| Q2 23 | — | — |
现金转化率IDYALEGN
| Q3 25 | 1.19× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — | ||
| Q3 23 | — | — | ||
| Q2 23 | — | — |
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
IDYA
暂无分部数据
LEGN
| Goods Or Services Transferred At Point In Time | $261.8M | 96% |
| Goods Or Services Transferred Over Time | $10.5M | 4% |
