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因美纳(ILMN)与Reddit, Inc.(RDDT)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Reddit, Inc.的1.6倍($1.2B vs $725.6M),Reddit, Inc.净利率更高(34.7% vs 28.8%,领先5.9%),Reddit, Inc.同比增速更快(69.7% vs 5.0%),因美纳自由现金流更多($267.0M vs $263.6M),过去两年Reddit, Inc.的营收复合增速更高(72.8% vs -0.7%)
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。
Reddit是美国知名的社交新闻聚合与论坛类社交媒体平台,注册用户可发布链接、文字帖、图片、视频等各类内容,其他用户可对内容进行点赞或点踩,内容按主题归类到用户创建的子板块中,获赞更高的内容会排在板块前列,热度足够的内容还将展示在全站首页。
ILMN vs RDDT — 直观对比
营收规模更大
ILMN
是对方的1.6倍
$725.6M
营收增速更快
RDDT
高出64.7%
5.0%
净利率更高
RDDT
高出5.9%
28.8%
自由现金流更多
ILMN
多$3.4M
$263.6M
两年增速更快
RDDT
近两年复合增速
-0.7%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.2B | $725.6M |
| 净利润 | $334.0M | $251.6M |
| 毛利率 | 65.5% | 91.9% |
| 营业利润率 | 17.4% | 31.9% |
| 净利率 | 28.8% | 34.7% |
| 营收同比 | 5.0% | 69.7% |
| 净利润同比 | 185.5% | 254.2% |
| 每股收益(稀释后) | $2.16 | $1.24 |
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
ILMN
RDDT
| Q4 25 | $1.2B | $725.6M | ||
| Q3 25 | — | $584.9M | ||
| Q2 25 | — | $499.6M | ||
| Q1 25 | — | $392.4M | ||
| Q4 24 | $1.1B | $427.7M | ||
| Q3 24 | $1.1B | $348.4M | ||
| Q2 24 | $1.1B | $281.2M | ||
| Q1 24 | $1.1B | $243.0M |
净利润
ILMN
RDDT
| Q4 25 | $334.0M | $251.6M | ||
| Q3 25 | — | $162.7M | ||
| Q2 25 | — | $89.3M | ||
| Q1 25 | — | $26.2M | ||
| Q4 24 | $186.0M | $71.0M | ||
| Q3 24 | $705.0M | $29.9M | ||
| Q2 24 | $-2.0B | $-10.1M | ||
| Q1 24 | $-126.0M | $-575.1M |
毛利率
ILMN
RDDT
| Q4 25 | 65.5% | 91.9% | ||
| Q3 25 | — | 91.0% | ||
| Q2 25 | — | 90.8% | ||
| Q1 25 | — | 90.5% | ||
| Q4 24 | 65.9% | 92.6% | ||
| Q3 24 | 69.0% | 90.1% | ||
| Q2 24 | 64.8% | 89.5% | ||
| Q1 24 | 62.0% | 88.6% |
营业利润率
ILMN
RDDT
| Q4 25 | 17.4% | 31.9% | ||
| Q3 25 | — | 23.7% | ||
| Q2 25 | — | 13.6% | ||
| Q1 25 | — | 1.0% | ||
| Q4 24 | 15.8% | 12.4% | ||
| Q3 24 | 68.6% | 2.0% | ||
| Q2 24 | -147.2% | -11.0% | ||
| Q1 24 | -10.3% | -242.5% |
净利率
ILMN
RDDT
| Q4 25 | 28.8% | 34.7% | ||
| Q3 25 | — | 27.8% | ||
| Q2 25 | — | 17.9% | ||
| Q1 25 | — | 6.7% | ||
| Q4 24 | 16.8% | 16.6% | ||
| Q3 24 | 65.3% | 8.6% | ||
| Q2 24 | -178.8% | -3.6% | ||
| Q1 24 | -11.7% | -236.7% |
每股收益(稀释后)
ILMN
RDDT
| Q4 25 | $2.16 | $1.24 | ||
| Q3 25 | — | $0.80 | ||
| Q2 25 | — | $0.45 | ||
| Q1 25 | — | $0.13 | ||
| Q4 24 | $1.16 | $4.76 | ||
| Q3 24 | $4.42 | $0.16 | ||
| Q2 24 | $-12.48 | $-0.06 | ||
| Q1 24 | $-0.79 | $-8.19 |
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 | $1.6B | $953.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.7B | $2.9B |
| 总资产 | $6.6B | $3.2B |
| 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
ILMN
RDDT
| Q4 25 | $1.6B | $953.6M | ||
| Q3 25 | — | $911.7M | ||
| Q2 25 | — | $734.1M | ||
| Q1 25 | — | $635.7M | ||
| Q4 24 | $93.0M | $562.1M | ||
| Q3 24 | $70.0M | $515.9M | ||
| Q2 24 | $74.0M | $468.0M | ||
| Q1 24 | — | $968.5M |
股东权益
ILMN
RDDT
| Q4 25 | $2.7B | $2.9B | ||
| Q3 25 | — | $2.6B | ||
| Q2 25 | — | $2.4B | ||
| Q1 25 | — | $2.2B | ||
| Q4 24 | $2.4B | $2.1B | ||
| Q3 24 | $2.1B | $2.0B | ||
| Q2 24 | $1.4B | $1.9B | ||
| Q1 24 | $5.7B | $1.8B |
总资产
ILMN
RDDT
| Q4 25 | $6.6B | $3.2B | ||
| Q3 25 | — | $2.9B | ||
| Q2 25 | — | $2.6B | ||
| Q1 25 | — | $2.4B | ||
| Q4 24 | $6.3B | $2.3B | ||
| Q3 24 | $6.0B | $2.2B | ||
| Q2 24 | $6.1B | $2.1B | ||
| Q1 24 | $10.0B | $2.0B |
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 | $321.0M | $266.8M |
| 自由现金流经营现金流 - 资本支出 | $267.0M | $263.6M |
| 自由现金流率自由现金流/营收 | 23.0% | 36.3% |
| 资本支出强度资本支出/营收 | — | 0.4% |
| 现金转化率经营现金流/净利润 | 0.96× | 1.06× |
| 过去12个月自由现金流最近4个季度 | $935.0M | $684.2M |
8季度趋势,按日历期对齐
经营现金流
ILMN
RDDT
| Q4 25 | $321.0M | $266.8M | ||
| Q3 25 | — | $185.2M | ||
| Q2 25 | — | $111.3M | ||
| Q1 25 | — | $127.6M | ||
| Q4 24 | $364.0M | $90.0M | ||
| Q3 24 | $316.0M | $71.6M | ||
| Q2 24 | $80.0M | $28.4M | ||
| Q1 24 | $77.0M | $32.1M |
自由现金流
ILMN
RDDT
| Q4 25 | $267.0M | $263.6M | ||
| Q3 25 | — | $183.1M | ||
| Q2 25 | — | $110.8M | ||
| Q1 25 | — | $126.6M | ||
| Q4 24 | $335.0M | $89.2M | ||
| Q3 24 | $284.0M | $70.3M | ||
| Q2 24 | $49.0M | $27.2M | ||
| Q1 24 | $41.0M | $29.2M |
自由现金流率
ILMN
RDDT
| Q4 25 | 23.0% | 36.3% | ||
| Q3 25 | — | 31.3% | ||
| Q2 25 | — | 22.2% | ||
| Q1 25 | — | 32.3% | ||
| Q4 24 | 30.3% | 20.8% | ||
| Q3 24 | 26.3% | 20.2% | ||
| Q2 24 | 4.4% | 9.7% | ||
| Q1 24 | 3.8% | 12.0% |
资本支出强度
ILMN
RDDT
| Q4 25 | — | 0.4% | ||
| Q3 25 | — | 0.4% | ||
| Q2 25 | — | 0.1% | ||
| Q1 25 | — | 0.2% | ||
| Q4 24 | 2.6% | 0.2% | ||
| Q3 24 | 3.0% | 0.4% | ||
| Q2 24 | 2.8% | 0.4% | ||
| Q1 24 | 3.3% | 1.2% |
现金转化率
ILMN
RDDT
| Q4 25 | 0.96× | 1.06× | ||
| Q3 25 | — | 1.14× | ||
| Q2 25 | — | 1.25× | ||
| Q1 25 | — | 4.88× | ||
| Q4 24 | 1.96× | 1.27× | ||
| Q3 24 | 0.45× | 2.40× | ||
| 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
| Product revenue | $990.0M | 85% |
| Service and other revenue | $169.0M | 15% |
RDDT
| Advertising | $689.7M | 95% |
| Other Revenue | $35.9M | 5% |