vs
INSTEEL INDUSTRIES INC(IIIN)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INSTEEL INDUSTRIES INC的1.7倍($272.3M vs $159.9M),INSTEEL INDUSTRIES INC净利率更高(4.7% vs -14.6%,领先19.3%),传奇生物同比增速更快(70.0% vs 23.3%),过去两年传奇生物的营收复合增速更高(92.7% vs 12.0%)
Insteel Industries Inc是美国领先的钢材加固产品制造商,主营焊接钢筋网、工程结构网、钢纤维等产品,主要服务北美地区非住宅建筑、基础设施、预制混凝土构件等领域客户,提供高性能建筑加固解决方案。
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。
IIIN vs LEGN — 直观对比
营收规模更大
LEGN
是对方的1.7倍
$159.9M
营收增速更快
LEGN
高出46.7%
23.3%
净利率更高
IIIN
高出19.3%
-14.6%
两年增速更快
LEGN
近两年复合增速
12.0%
损益表 — Q1 FY2026 vs Q3 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $159.9M | $272.3M |
| 净利润 | $7.6M | $-39.7M |
| 毛利率 | 11.3% | 58.4% |
| 营业利润率 | 6.0% | -16.0% |
| 净利率 | 4.7% | -14.6% |
| 营收同比 | 23.3% | 70.0% |
| 净利润同比 | 602.4% | 68.3% |
| 每股收益(稀释后) | $0.39 | $-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
IIIN
LEGN
| Q4 25 | $159.9M | — | ||
| Q3 25 | $177.4M | $272.3M | ||
| Q2 25 | $179.9M | $255.1M | ||
| Q1 25 | $160.7M | $195.1M | ||
| Q4 24 | $129.7M | — | ||
| Q3 24 | $134.3M | $160.2M | ||
| Q2 24 | $145.8M | $186.5M | ||
| Q1 24 | $127.4M | $94.0M |
净利润
IIIN
LEGN
| Q4 25 | $7.6M | — | ||
| Q3 25 | $14.6M | $-39.7M | ||
| Q2 25 | $15.2M | $-125.4M | ||
| Q1 25 | $10.2M | $-100.9M | ||
| Q4 24 | $1.1M | — | ||
| Q3 24 | $4.7M | $-125.3M | ||
| Q2 24 | $6.6M | $-18.2M | ||
| Q1 24 | $6.9M | $-59.8M |
毛利率
IIIN
LEGN
| Q4 25 | 11.3% | — | ||
| Q3 25 | 16.1% | 58.4% | ||
| Q2 25 | 17.1% | 62.8% | ||
| Q1 25 | 15.3% | 64.4% | ||
| Q4 24 | 7.3% | — | ||
| Q3 24 | 9.1% | 67.2% | ||
| Q2 24 | 10.6% | 75.7% | ||
| Q1 24 | 12.3% | 47.8% |
营业利润率
IIIN
LEGN
| Q4 25 | 6.0% | — | ||
| Q3 25 | 10.8% | -16.0% | ||
| Q2 25 | 11.0% | — | ||
| Q1 25 | 8.3% | — | ||
| Q4 24 | 1.1% | — | ||
| Q3 24 | 4.5% | -43.9% | ||
| Q2 24 | 6.0% | — | ||
| Q1 24 | 7.0% | — |
净利率
IIIN
LEGN
| Q4 25 | 4.7% | — | ||
| Q3 25 | 8.2% | -14.6% | ||
| Q2 25 | 8.4% | -49.2% | ||
| Q1 25 | 6.4% | -51.7% | ||
| Q4 24 | 0.8% | — | ||
| Q3 24 | 3.5% | -78.2% | ||
| Q2 24 | 4.5% | -9.8% | ||
| Q1 24 | 5.4% | -63.6% |
每股收益(稀释后)
IIIN
LEGN
| Q4 25 | $0.39 | — | ||
| Q3 25 | $0.74 | $-0.11 | ||
| Q2 25 | $0.78 | $-0.34 | ||
| Q1 25 | $0.52 | $-0.27 | ||
| Q4 24 | $0.06 | — | ||
| Q3 24 | $0.24 | $-0.34 | ||
| Q2 24 | $0.34 | $-0.05 | ||
| Q1 24 | $0.35 | $-0.16 |
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 | $15.6M | $278.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $358.8M | $1.0B |
| 总资产 | $456.1M | $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
IIIN
LEGN
| Q4 25 | $15.6M | — | ||
| Q3 25 | $38.6M | $278.9M | ||
| Q2 25 | $53.7M | $266.6M | ||
| Q1 25 | $28.4M | $441.7M | ||
| Q4 24 | $36.0M | — | ||
| Q3 24 | $111.5M | $459.3M | ||
| Q2 24 | $97.7M | $201.3M | ||
| Q1 24 | $83.9M | $897.6M |
股东权益
IIIN
LEGN
| Q4 25 | $358.8M | — | ||
| Q3 25 | $371.5M | $1.0B | ||
| Q2 25 | $356.2M | $1.0B | ||
| Q1 25 | $341.4M | $1.0B | ||
| Q4 24 | $331.6M | — | ||
| Q3 24 | $350.9M | $1.1B | ||
| Q2 24 | $346.0M | $1.2B | ||
| Q1 24 | $340.6M | $1.2B |
总资产
IIIN
LEGN
| Q4 25 | $456.1M | — | ||
| Q3 25 | $462.6M | $1.7B | ||
| Q2 25 | $471.9M | $1.7B | ||
| Q1 25 | $421.9M | $1.6B | ||
| Q4 24 | $404.7M | — | ||
| Q3 24 | $422.6M | $1.7B | ||
| Q2 24 | $414.6M | $1.8B | ||
| Q1 24 | $397.2M | $1.8B |
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 | $-701.0K | $28.8M |
| 自由现金流经营现金流 - 资本支出 | $-2.2M | — |
| 自由现金流率自由现金流/营收 | -1.4% | — |
| 资本支出强度资本支出/营收 | 0.9% | — |
| 现金转化率经营现金流/净利润 | -0.09× | — |
| 过去12个月自由现金流最近4个季度 | $439.0K | — |
8季度趋势,按日历期对齐
经营现金流
IIIN
LEGN
| Q4 25 | $-701.0K | — | ||
| Q3 25 | $-17.0M | $28.8M | ||
| Q2 25 | $28.5M | $-13.0M | ||
| Q1 25 | $-3.3M | $-103.8M | ||
| Q4 24 | $19.0M | — | ||
| Q3 24 | $16.2M | $-75.8M | ||
| Q2 24 | $18.8M | $-1.7M | ||
| Q1 24 | $1.4M | $15.5M |
自由现金流
IIIN
LEGN
| Q4 25 | $-2.2M | — | ||
| Q3 25 | $-18.7M | — | ||
| Q2 25 | $26.9M | — | ||
| Q1 25 | $-5.5M | — | ||
| Q4 24 | $16.3M | — | ||
| Q3 24 | $14.5M | — | ||
| Q2 24 | $15.5M | — | ||
| Q1 24 | $-580.0K | — |
自由现金流率
IIIN
LEGN
| Q4 25 | -1.4% | — | ||
| Q3 25 | -10.6% | — | ||
| Q2 25 | 15.0% | — | ||
| Q1 25 | -3.5% | — | ||
| Q4 24 | 12.6% | — | ||
| Q3 24 | 10.8% | — | ||
| Q2 24 | 10.7% | — | ||
| Q1 24 | -0.5% | — |
资本支出强度
IIIN
LEGN
| Q4 25 | 0.9% | — | ||
| Q3 25 | 1.0% | — | ||
| Q2 25 | 0.9% | — | ||
| Q1 25 | 1.4% | — | ||
| Q4 24 | 2.1% | — | ||
| Q3 24 | 1.3% | — | ||
| Q2 24 | 2.2% | — | ||
| Q1 24 | 1.5% | — |
现金转化率
IIIN
LEGN
| Q4 25 | -0.09× | — | ||
| Q3 25 | -1.17× | — | ||
| Q2 25 | 1.88× | — | ||
| Q1 25 | -0.32× | — | ||
| Q4 24 | 17.56× | — | ||
| Q3 24 | 3.48× | — | ||
| Q2 24 | 2.86× | — | ||
| Q1 24 | 0.20× | — |
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
IIIN
| Welded Wire Reinforcement | $108.4M | 68% |
| PC Strand | $51.6M | 32% |
LEGN
| Goods Or Services Transferred At Point In Time | $261.8M | 96% |
| Goods Or Services Transferred Over Time | $10.5M | 4% |