vs
因美纳（ILMN）与Seer, Inc.（SEER）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Seer, Inc.的262.8倍（$1.1B vs $4.2M）。因美纳净利率更高（16.8% vs -380.7%，领先397.6%）。Seer, Inc.同比增速更快（5.0% vs -1.6%）。因美纳自由现金流更多（$335.0M vs $-11.1M）。过去两年Seer, Inc.的营收复合增速更高（17.1% 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。
Seer, Inc.是一家总部位于美国加利福尼亚州雷德伍德城的生物技术企业，成立于2017年，专注于开发蛋白质组学研究领域的相关技术，目前在生物科研技术开发领域开展业务。
ILMN vs SEER — 直观对比
营收规模更大
ILMN
是对方的262.8倍
$4.2M
营收增速更快
SEER
高出6.6%
-1.6%
净利率更高
ILMN
高出397.6%
-380.7%
自由现金流更多
ILMN
多$346.1M
$-11.1M
两年增速更快
SEER
近两年复合增速
0.8%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $4.2M |
| 净利润 | $186.0M | $-16.0M |
| 毛利率 | 65.9% | 52.0% |
| 营业利润率 | 15.8% | -413.8% |
| 净利率 | 16.8% | -380.7% |
| 营收同比 | -1.6% | 5.0% |
| 净利润同比 | 205.7% | 26.4% |
| 每股收益（稀释后） | $1.16 | — |
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ILMNSEER
| Q4 25 | — | $4.2M | ||
| Q3 25 | — | $4.1M | ||
| Q2 25 | — | $4.1M | ||
| Q1 25 | — | $4.2M | ||
| Q4 24 | $1.1B | $4.0M | ||
| Q3 24 | $1.1B | $4.0M | ||
| Q2 24 | $1.1B | $3.1M | ||
| Q1 24 | $1.1B | $3.1M |
净利润ILMNSEER
| Q4 25 | — | $-16.0M | ||
| Q3 25 | — | $-18.2M | ||
| Q2 25 | — | $-19.4M | ||
| Q1 25 | — | $-19.9M | ||
| Q4 24 | $186.0M | $-21.7M | ||
| Q3 24 | $705.0M | $-21.3M | ||
| Q2 24 | $-2.0B | $-22.9M | ||
| Q1 24 | $-126.0M | $-20.7M |
毛利率ILMNSEER
| Q4 25 | — | 52.0% | ||
| Q3 25 | — | 51.2% | ||
| Q2 25 | — | 52.1% | ||
| Q1 25 | — | 49.0% | ||
| Q4 24 | 65.9% | 50.6% | ||
| Q3 24 | 69.0% | 48.1% | ||
| Q2 24 | 64.8% | 56.3% | ||
| Q1 24 | 62.0% | 44.4% |
营业利润率ILMNSEER
| Q4 25 | — | -413.8% | ||
| Q3 25 | — | -469.4% | ||
| Q2 25 | — | -506.8% | ||
| Q1 25 | — | -493.0% | ||
| Q4 24 | 15.8% | -587.2% | ||
| Q3 24 | 68.6% | -603.3% | ||
| Q2 24 | -147.2% | -882.0% | ||
| Q1 24 | -10.3% | -821.7% |
净利率ILMNSEER
| Q4 25 | — | -380.7% | ||
| Q3 25 | — | -442.5% | ||
| Q2 25 | — | -479.5% | ||
| Q1 25 | — | -474.4% | ||
| Q4 24 | 16.8% | -543.6% | ||
| Q3 24 | 65.3% | -529.0% | ||
| Q2 24 | -178.8% | -743.8% | ||
| Q1 24 | -11.7% | -674.5% |
每股收益（稀释后）ILMNSEER
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.16 | — | ||
| Q3 24 | $4.42 | $-0.35 | ||
| Q2 24 | $-12.48 | $-0.35 | ||
| Q1 24 | $-0.79 | $-0.32 |
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 | $47.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.4B | $259.3M |
| 总资产 | $6.3B | $296.1M |
| 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ILMNSEER
| Q4 25 | — | $47.3M | ||
| Q3 25 | — | $45.0M | ||
| Q2 25 | — | $37.9M | ||
| Q1 25 | — | $52.4M | ||
| Q4 24 | $93.0M | $40.8M | ||
| Q3 24 | $70.0M | $37.6M | ||
| Q2 24 | $74.0M | $31.9M | ||
| Q1 24 | — | $54.4M |
股东权益ILMNSEER
| Q4 25 | — | $259.3M | ||
| Q3 25 | — | $271.8M | ||
| Q2 25 | — | $288.3M | ||
| Q1 25 | — | $311.0M | ||
| Q4 24 | $2.4B | $327.6M | ||
| Q3 24 | $2.1B | $344.7M | ||
| Q2 24 | $1.4B | $364.7M | ||
| Q1 24 | $5.7B | $383.6M |
总资产ILMNSEER
| Q4 25 | — | $296.1M | ||
| Q3 25 | — | $308.6M | ||
| Q2 25 | — | $322.5M | ||
| Q1 25 | — | $347.3M | ||
| Q4 24 | $6.3B | $366.6M | ||
| Q3 24 | $6.0B | $383.4M | ||
| Q2 24 | $6.1B | $406.6M | ||
| Q1 24 | $10.0B | $422.0M |
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 | $-10.8M |
| 自由现金流经营现金流 - 资本支出 | $335.0M | $-11.1M |
| 自由现金流率自由现金流/营收 | 30.3% | -264.2% |
| 资本支出强度资本支出/营收 | 2.6% | 7.0% |
| 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 | $-46.2M |
8季度趋势，按日历期对齐
经营现金流ILMNSEER
| Q4 25 | — | $-10.8M | ||
| Q3 25 | — | $-7.6M | ||
| Q2 25 | — | $-14.7M | ||
| Q1 25 | — | $-11.4M | ||
| Q4 24 | $364.0M | $-11.5M | ||
| Q3 24 | $316.0M | $-14.1M | ||
| Q2 24 | $80.0M | $-10.1M | ||
| Q1 24 | $77.0M | $-10.5M |
自由现金流ILMNSEER
| Q4 25 | — | $-11.1M | ||
| Q3 25 | — | $-7.8M | ||
| Q2 25 | — | $-15.2M | ||
| Q1 25 | — | $-12.1M | ||
| Q4 24 | $335.0M | $-12.0M | ||
| Q3 24 | $284.0M | $-16.3M | ||
| Q2 24 | $49.0M | $-11.2M | ||
| Q1 24 | $41.0M | $-11.2M |
自由现金流率ILMNSEER
| Q4 25 | — | -264.2% | ||
| Q3 25 | — | -190.5% | ||
| Q2 25 | — | -375.9% | ||
| Q1 25 | — | -287.1% | ||
| Q4 24 | 30.3% | -299.8% | ||
| Q3 24 | 26.3% | -404.7% | ||
| Q2 24 | 4.4% | -366.0% | ||
| Q1 24 | 3.8% | -365.6% |
资本支出强度ILMNSEER
| Q4 25 | — | 7.0% | ||
| Q3 25 | — | 6.9% | ||
| Q2 25 | — | 14.0% | ||
| Q1 25 | — | 15.6% | ||
| Q4 24 | 2.6% | 13.4% | ||
| Q3 24 | 3.0% | 54.4% | ||
| Q2 24 | 2.8% | 38.2% | ||
| Q1 24 | 3.3% | 24.6% |
现金转化率ILMNSEER
| 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% |
SEER
暂无分部数据
