vs
因美纳（ILMN）与Quanterix Corp（QTRX）财务数据对比。点击上方公司名可切换其他公司
因美纳的季度营收约是Quanterix Corp的25.2倍（$1.1B vs $43.9M）。因美纳净利率更高（16.8% vs -52.7%，领先69.6%）。Quanterix Corp同比增速更快（24.7% vs -1.6%）。因美纳自由现金流更多（$335.0M vs $-16.5M）。过去两年Quanterix Corp的营收复合增速更高（16.9% vs 0.8%）
因美纳是总部位于美国加利福尼亚州圣迭戈的生物技术企业，成立于1998年4月，专注研发、生产及销售用于分析基因变异与生物功能的集成系统，产品及服务覆盖测序、基因分型、基因表达、蛋白质组学等领域，业务遍及全球超155个国家和地区。
Quanterix Corp是一家生命科学企业，研发、生产和销售超高灵敏度单分子检测诊断平台、试剂及检测服务，覆盖肿瘤、神经退行性疾病、传染病等领域，为全球科研机构、生物制药企业及临床实验室提供研究、药物开发及临床诊断相关支持。
ILMN vs QTRX — 直观对比
营收规模更大
ILMN
是对方的25.2倍
$43.9M
营收增速更快
QTRX
高出26.3%
-1.6%
净利率更高
ILMN
高出69.6%
-52.7%
自由现金流更多
ILMN
多$351.5M
$-16.5M
两年增速更快
QTRX
近两年复合增速
0.8%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $43.9M |
| 净利润 | $186.0M | $-23.1M |
| 毛利率 | 65.9% | 45.7% |
| 营业利润率 | 15.8% | -56.4% |
| 净利率 | 16.8% | -52.7% |
| 营收同比 | -1.6% | 24.7% |
| 净利润同比 | 205.7% | -98.8% |
| 每股收益（稀释后） | $1.16 | $-0.48 |
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ILMNQTRX
| Q4 25 | — | $43.9M | ||
| Q3 25 | — | $40.2M | ||
| Q2 25 | — | $24.5M | ||
| Q1 25 | — | $30.3M | ||
| Q4 24 | $1.1B | $35.2M | ||
| Q3 24 | $1.1B | $35.8M | ||
| Q2 24 | $1.1B | $34.4M | ||
| Q1 24 | $1.1B | $32.1M |
净利润ILMNQTRX
| Q4 25 | — | $-23.1M | ||
| Q3 25 | — | $-33.5M | ||
| Q2 25 | — | $-30.0M | ||
| Q1 25 | — | $-20.5M | ||
| Q4 24 | $186.0M | $-11.6M | ||
| Q3 24 | $705.0M | $-8.4M | ||
| Q2 24 | $-2.0B | $-7.4M | ||
| Q1 24 | $-126.0M | $-11.2M |
毛利率ILMNQTRX
| Q4 25 | — | 45.7% | ||
| Q3 25 | — | 42.8% | ||
| Q2 25 | — | 46.2% | ||
| Q1 25 | — | 54.1% | ||
| Q4 24 | 65.9% | 63.0% | ||
| Q3 24 | 69.0% | 56.3% | ||
| Q2 24 | 64.8% | 64.7% | ||
| Q1 24 | 62.0% | 57.8% |
营业利润率ILMNQTRX
| Q4 25 | — | -56.4% | ||
| Q3 25 | — | -92.8% | ||
| Q2 25 | — | -151.6% | ||
| Q1 25 | — | -86.9% | ||
| Q4 24 | 15.8% | -42.0% | ||
| Q3 24 | 68.6% | -32.8% | ||
| Q2 24 | -147.2% | -31.8% | ||
| Q1 24 | -10.3% | -47.3% |
净利率ILMNQTRX
| Q4 25 | — | -52.7% | ||
| Q3 25 | — | -83.3% | ||
| Q2 25 | — | -122.6% | ||
| Q1 25 | — | -67.6% | ||
| Q4 24 | 16.8% | -33.1% | ||
| Q3 24 | 65.3% | -23.3% | ||
| Q2 24 | -178.8% | -21.5% | ||
| Q1 24 | -11.7% | -34.8% |
每股收益（稀释后）ILMNQTRX
| Q4 25 | — | $-0.48 | ||
| Q3 25 | — | $-0.73 | ||
| Q2 25 | — | $-0.77 | ||
| Q1 25 | — | $-0.53 | ||
| Q4 24 | $1.16 | $-0.30 | ||
| Q3 24 | $4.42 | $-0.22 | ||
| Q2 24 | $-12.48 | $-0.19 | ||
| Q1 24 | $-0.79 | $-0.29 |
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 | $93.0M | $29.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.4B | $295.7M |
| 总资产 | $6.3B | $418.8M |
| 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ILMNQTRX
| Q4 25 | — | $29.8M | ||
| Q3 25 | — | $38.3M | ||
| Q2 25 | — | $132.9M | ||
| Q1 25 | — | $76.5M | ||
| Q4 24 | $93.0M | $56.7M | ||
| Q3 24 | $70.0M | $29.3M | ||
| Q2 24 | $74.0M | $47.0M | ||
| Q1 24 | — | $45.3M |
股东权益ILMNQTRX
| Q4 25 | — | $295.7M | ||
| Q3 25 | — | $314.5M | ||
| Q2 25 | — | $292.5M | ||
| Q1 25 | — | $316.4M | ||
| Q4 24 | $2.4B | $330.0M | ||
| Q3 24 | $2.1B | $338.9M | ||
| Q2 24 | $1.4B | $340.8M | ||
| Q1 24 | $5.7B | $343.4M |
总资产ILMNQTRX
| Q4 25 | — | $418.8M | ||
| Q3 25 | — | $444.1M | ||
| Q2 25 | — | $375.6M | ||
| Q1 25 | — | $396.5M | ||
| Q4 24 | $6.3B | $406.5M | ||
| Q3 24 | $6.0B | $411.0M | ||
| Q2 24 | $6.1B | $415.9M | ||
| Q1 24 | $10.0B | $414.2M |
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 | $364.0M | $-16.4M |
| 自由现金流经营现金流 - 资本支出 | $335.0M | $-16.5M |
| 自由现金流率自由现金流/营收 | 30.3% | -37.7% |
| 资本支出强度资本支出/营收 | 2.6% | 0.2% |
| 现金转化率经营现金流/净利润 | 1.96× | — |
| 过去12个月自由现金流最近4个季度 | $709.0M | $-80.0M |
8季度趋势，按日历期对齐
经营现金流ILMNQTRX
| Q4 25 | — | $-16.4M | ||
| Q3 25 | — | $-41.2M | ||
| Q2 25 | — | $-5.7M | ||
| Q1 25 | — | $-13.9M | ||
| Q4 24 | $364.0M | $-4.3M | ||
| Q3 24 | $316.0M | $-5.7M | ||
| Q2 24 | $80.0M | $-5.0M | ||
| Q1 24 | $77.0M | $-20.2M |
自由现金流ILMNQTRX
| Q4 25 | — | $-16.5M | ||
| Q3 25 | — | $-41.9M | ||
| Q2 25 | — | $-6.4M | ||
| Q1 25 | — | $-15.1M | ||
| Q4 24 | $335.0M | $-4.7M | ||
| Q3 24 | $284.0M | $-6.6M | ||
| Q2 24 | $49.0M | $-6.5M | ||
| Q1 24 | $41.0M | $-20.7M |
自由现金流率ILMNQTRX
| Q4 25 | — | -37.7% | ||
| Q3 25 | — | -104.2% | ||
| Q2 25 | — | -26.3% | ||
| Q1 25 | — | -49.9% | ||
| Q4 24 | 30.3% | -13.4% | ||
| Q3 24 | 26.3% | -18.4% | ||
| Q2 24 | 4.4% | -19.1% | ||
| Q1 24 | 3.8% | -64.5% |
资本支出强度ILMNQTRX
| Q4 25 | — | 0.2% | ||
| Q3 25 | — | 1.7% | ||
| Q2 25 | — | 3.2% | ||
| Q1 25 | — | 4.1% | ||
| Q4 24 | 2.6% | 1.2% | ||
| Q3 24 | 3.0% | 2.4% | ||
| Q2 24 | 2.8% | 4.7% | ||
| Q1 24 | 3.3% | 1.6% |
现金转化率ILMNQTRX
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.96× | — | ||
| Q3 24 | 0.45× | — | ||
| Q2 24 | — | — | ||
| Q1 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
ILMN
| Sequencing | $1.0B | 91% |
| Microarray | $101.0M | 9% |
| Investee | $7.0M | 1% |
QTRX
| Products | $29.2M | 67% |
| Consumable And Other Products | $12.7M | 29% |
| Service Type Warranties | $1.7M | 4% |
