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因美纳（ILMN）与RAPID MICRO BIOSYSTEMS, INC.（RPID）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RAPID MICRO BIOSYSTEMS, INC.的97.9倍（$1.1B vs $11.3M）。因美纳净利率更高（16.8% vs -110.8%，领先127.6%）。RAPID MICRO BIOSYSTEMS, INC.同比增速更快（37.3% vs -1.6%）。因美纳自由现金流更多（$335.0M vs $-3.3M）。过去两年RAPID MICRO BIOSYSTEMS, INC.的营收复合增速更高（41.8% 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。
RAPID MICRO BIOSYSTEMS, INC. 是生命科学领域的技术企业，专注于为生物制药厂商、合同研发生产机构等客户提供自动化微生物检测及质控解决方案，可大幅缩短检测周期、提升检测精度，业务覆盖北美、欧洲、亚太等全球核心市场。
ILMN vs RPID — 直观对比
营收规模更大
ILMN
是对方的97.9倍
$11.3M
营收增速更快
RPID
高出38.9%
-1.6%
净利率更高
ILMN
高出127.6%
-110.8%
自由现金流更多
ILMN
多$338.3M
$-3.3M
两年增速更快
RPID
近两年复合增速
0.8%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $11.3M |
| 净利润 | $186.0M | $-12.5M |
| 毛利率 | 65.9% | — |
| 营业利润率 | 15.8% | -108.2% |
| 净利率 | 16.8% | -110.8% |
| 营收同比 | -1.6% | 37.3% |
| 净利润同比 | 205.7% | -29.3% |
| 每股收益（稀释后） | $1.16 | $-0.26 |
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ILMNRPID
| Q4 25 | — | $11.3M | ||
| Q3 25 | — | $7.8M | ||
| Q2 25 | — | $7.3M | ||
| Q1 25 | — | $7.2M | ||
| Q4 24 | $1.1B | $8.2M | ||
| Q3 24 | $1.1B | $7.6M | ||
| Q2 24 | $1.1B | $6.6M | ||
| Q1 24 | $1.1B | $5.6M |
净利润ILMNRPID
| Q4 25 | — | $-12.5M | ||
| Q3 25 | — | $-11.5M | ||
| Q2 25 | — | $-11.9M | ||
| Q1 25 | — | $-11.3M | ||
| Q4 24 | $186.0M | $-9.7M | ||
| Q3 24 | $705.0M | $-11.3M | ||
| Q2 24 | $-2.0B | $-12.6M | ||
| Q1 24 | $-126.0M | $-13.3M |
毛利率ILMNRPID
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 65.9% | — | ||
| Q3 24 | 69.0% | — | ||
| Q2 24 | 64.8% | — | ||
| Q1 24 | 62.0% | — |
营业利润率ILMNRPID
| Q4 25 | — | -108.2% | ||
| Q3 25 | — | -145.1% | ||
| Q2 25 | — | -167.3% | ||
| Q1 25 | — | -161.8% | ||
| Q4 24 | 15.8% | -124.5% | ||
| Q3 24 | 68.6% | -158.3% | ||
| Q2 24 | -147.2% | -202.1% | ||
| Q1 24 | -10.3% | -254.4% |
净利率ILMNRPID
| Q4 25 | — | -110.8% | ||
| Q3 25 | — | -146.8% | ||
| Q2 25 | — | -163.3% | ||
| Q1 25 | — | -156.3% | ||
| Q4 24 | 16.8% | -117.6% | ||
| Q3 24 | 65.3% | -148.9% | ||
| Q2 24 | -178.8% | -190.1% | ||
| Q1 24 | -11.7% | -237.4% |
每股收益（稀释后）ILMNRPID
| Q4 25 | — | $-0.26 | ||
| Q3 25 | — | $-0.26 | ||
| Q2 25 | — | $-0.27 | ||
| Q1 25 | — | $-0.26 | ||
| Q4 24 | $1.16 | $-0.22 | ||
| Q3 24 | $4.42 | $-0.26 | ||
| Q2 24 | $-12.48 | $-0.29 | ||
| Q1 24 | $-0.79 | $-0.31 |
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 | $20.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.4B | $33.2M |
| 总资产 | $6.3B | $74.9M |
| 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ILMNRPID
| Q4 25 | — | $20.0M | ||
| Q3 25 | — | $18.9M | ||
| Q2 25 | — | $18.3M | ||
| Q1 25 | — | $18.9M | ||
| Q4 24 | $93.0M | $16.9M | ||
| Q3 24 | $70.0M | $22.0M | ||
| Q2 24 | $74.0M | $37.1M | ||
| Q1 24 | — | $22.4M |
股东权益ILMNRPID
| Q4 25 | — | $33.2M | ||
| Q3 25 | — | $44.3M | ||
| Q2 25 | — | $54.5M | ||
| Q1 25 | — | $65.5M | ||
| Q4 24 | $2.4B | $75.4M | ||
| Q3 24 | $2.1B | $84.4M | ||
| Q2 24 | $1.4B | $94.6M | ||
| Q1 24 | $5.7B | $105.9M |
总资产ILMNRPID
| Q4 25 | — | $74.9M | ||
| Q3 25 | — | $84.4M | ||
| Q2 25 | — | $75.6M | ||
| Q1 25 | — | $85.4M | ||
| Q4 24 | $6.3B | $98.2M | ||
| Q3 24 | $6.0B | $105.8M | ||
| Q2 24 | $6.1B | $117.1M | ||
| Q1 24 | $10.0B | $127.7M |
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 | $-3.2M |
| 自由现金流经营现金流 - 资本支出 | $335.0M | $-3.3M |
| 自由现金流率自由现金流/营收 | 30.3% | -29.6% |
| 资本支出强度资本支出/营收 | 2.6% | 0.8% |
| 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 | $-31.9M |
8季度趋势，按日历期对齐
经营现金流ILMNRPID
| Q4 25 | — | $-3.2M | ||
| Q3 25 | — | $-9.1M | ||
| Q2 25 | — | $-9.7M | ||
| Q1 25 | — | $-9.1M | ||
| Q4 24 | $364.0M | $-9.9M | ||
| Q3 24 | $316.0M | $-8.6M | ||
| Q2 24 | $80.0M | $-10.1M | ||
| Q1 24 | $77.0M | $-15.5M |
自由现金流ILMNRPID
| Q4 25 | — | $-3.3M | ||
| Q3 25 | — | $-9.1M | ||
| Q2 25 | — | $-10.1M | ||
| Q1 25 | — | $-9.4M | ||
| Q4 24 | $335.0M | $-10.0M | ||
| Q3 24 | $284.0M | $-8.8M | ||
| Q2 24 | $49.0M | $-10.6M | ||
| Q1 24 | $41.0M | $-16.1M |
自由现金流率ILMNRPID
| Q4 25 | — | -29.6% | ||
| Q3 25 | — | -116.4% | ||
| Q2 25 | — | -138.6% | ||
| Q1 25 | — | -130.2% | ||
| Q4 24 | 30.3% | -121.8% | ||
| Q3 24 | 26.3% | -116.0% | ||
| Q2 24 | 4.4% | -159.8% | ||
| Q1 24 | 3.8% | -287.1% |
资本支出强度ILMNRPID
| Q4 25 | — | 0.8% | ||
| Q3 25 | — | 0.9% | ||
| Q2 25 | — | 5.0% | ||
| Q1 25 | — | 4.4% | ||
| Q4 24 | 2.6% | 1.2% | ||
| Q3 24 | 3.0% | 2.9% | ||
| Q2 24 | 2.8% | 6.9% | ||
| Q1 24 | 3.3% | 10.4% |
现金转化率ILMNRPID
| 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% |
RPID
| Products | $9.3M | 83% |
| Services | $2.0M | 17% |
