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Immunovant, Inc.（IMVT）与Xos, Inc.（XOS）财务数据对比。点击上方公司名可切换其他公司
Immunovant, Inc.的季度营收约是Xos, Inc.的1.6倍（$8.4M vs $5.2M），Xos, Inc.净利率更高（-186.8% vs -899.0%，领先712.2%），Immunovant, Inc.同比增速更快（140.7% vs -54.5%）
Immunovant是一家临床阶段生物制药企业，专注于开发用于治疗严重、罕见自身免疫性疾病及炎症性疾病的新型单克隆抗体疗法，其核心在研候选产品覆盖多种自身免疫适应症，面向全球医疗市场布局研发管线。
Xos, Inc.是一家美国制造商，专注于生产商用电动车辆以及移动式电动汽车充电桩。该公司扎根商用车电动化领域，为物流、货运等商业运输场景提供纯电动力解决方案与配套充电设备，助力商用车领域的低碳转型。
IMVT vs XOS — 直观对比
营收规模更大
IMVT
是对方的1.6倍
$5.2M
营收增速更快
IMVT
高出195.3%
-54.5%
净利率更高
XOS
高出712.2%
-899.0%
损益表 — Q4 FY2024 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $8.4M | $5.2M |
| 净利润 | $-75.3M | $-9.8M |
| 毛利率 | — | -50.5% |
| 营业利润率 | -896.2% | -186.6% |
| 净利率 | -899.0% | -186.8% |
| 营收同比 | 140.7% | -54.5% |
| 净利润同比 | -26.7% | 48.6% |
| 每股收益（稀释后） | $-0.50 | $-0.76 |
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IMVTXOS
| Q4 25 | — | $5.2M | ||
| Q3 25 | — | $16.5M | ||
| Q2 25 | — | $18.4M | ||
| Q1 25 | — | $5.9M | ||
| Q4 24 | — | $11.5M | ||
| Q3 24 | — | $15.8M | ||
| Q2 24 | — | $15.5M | ||
| Q1 24 | $8.4M | $12.6M |
净利润IMVTXOS
| Q4 25 | — | $-9.8M | ||
| Q3 25 | — | $2.1M | ||
| Q2 25 | — | $-7.5M | ||
| Q1 25 | — | $-10.2M | ||
| Q4 24 | — | $-19.0M | ||
| Q3 24 | — | $-10.5M | ||
| Q2 24 | — | $-9.7M | ||
| Q1 24 | $-75.3M | $-11.0M |
毛利率IMVTXOS
| Q4 25 | — | -50.5% | ||
| Q3 25 | — | 15.3% | ||
| Q2 25 | — | 8.8% | ||
| Q1 25 | — | 20.6% | ||
| Q4 24 | — | -32.4% | ||
| Q3 24 | — | 18.1% | ||
| Q2 24 | — | 13.1% | ||
| Q1 24 | — | 22.1% |
营业利润率IMVTXOS
| Q4 25 | — | -186.6% | ||
| Q3 25 | — | -42.4% | ||
| Q2 25 | — | -38.5% | ||
| Q1 25 | — | -157.7% | ||
| Q4 24 | — | -127.0% | ||
| Q3 24 | — | -61.4% | ||
| Q2 24 | — | -73.2% | ||
| Q1 24 | -896.2% | -81.1% |
净利率IMVTXOS
| Q4 25 | — | -186.8% | ||
| Q3 25 | — | 12.9% | ||
| Q2 25 | — | -40.8% | ||
| Q1 25 | — | -173.3% | ||
| Q4 24 | — | -165.4% | ||
| Q3 24 | — | -66.6% | ||
| Q2 24 | — | -62.2% | ||
| Q1 24 | -899.0% | -87.1% |
每股收益（稀释后）IMVTXOS
| Q4 25 | — | $-0.76 | ||
| Q3 25 | — | $0.22 | ||
| Q2 25 | — | $-0.91 | ||
| Q1 25 | — | $-1.26 | ||
| Q4 24 | — | $-2.34 | ||
| Q3 24 | — | $-1.32 | ||
| Q2 24 | — | $-1.23 | ||
| Q1 24 | $-0.50 | $-1.80 |
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 | $635.4M | $14.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $617.8M | $23.3M |
| 总资产 | $666.4M | $60.4M |
| 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IMVTXOS
| Q4 25 | — | $14.0M | ||
| Q3 25 | — | $14.1M | ||
| Q2 25 | — | $8.8M | ||
| Q1 25 | — | $4.8M | ||
| Q4 24 | — | $11.0M | ||
| Q3 24 | — | $8.4M | ||
| Q2 24 | — | $19.7M | ||
| Q1 24 | $635.4M | $46.2M |
股东权益IMVTXOS
| Q4 25 | — | $23.3M | ||
| Q3 25 | — | $31.1M | ||
| Q2 25 | — | $18.3M | ||
| Q1 25 | — | $24.8M | ||
| Q4 24 | — | $33.6M | ||
| Q3 24 | — | $50.8M | ||
| Q2 24 | — | $59.2M | ||
| Q1 24 | $617.8M | $67.8M |
总资产IMVTXOS
| Q4 25 | — | $60.4M | ||
| Q3 25 | — | $73.8M | ||
| Q2 25 | — | $80.3M | ||
| Q1 25 | — | $87.7M | ||
| Q4 24 | — | $98.3M | ||
| Q3 24 | — | $120.5M | ||
| Q2 24 | — | $123.4M | ||
| Q1 24 | $666.4M | $135.0M |
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 | $-59.7M | $2.4M |
| 自由现金流经营现金流 - 资本支出 | $-59.8M | — |
| 自由现金流率自由现金流/营收 | -714.4% | — |
| 资本支出强度资本支出/营收 | 1.8% | 0.0% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $-214.6M | — |
8季度趋势，按日历期对齐
经营现金流IMVTXOS
| Q4 25 | — | $2.4M | ||
| Q3 25 | — | $3.1M | ||
| Q2 25 | — | $4.6M | ||
| Q1 25 | — | $-4.8M | ||
| Q4 24 | — | $3.3M | ||
| Q3 24 | — | $-11.5M | ||
| Q2 24 | — | $-26.0M | ||
| Q1 24 | $-59.7M | $-14.6M |
自由现金流IMVTXOS
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $-11.7M | ||
| Q2 24 | — | $-26.1M | ||
| Q1 24 | $-59.8M | $-14.6M |
自由现金流率IMVTXOS
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | -73.9% | ||
| Q2 24 | — | -168.1% | ||
| Q1 24 | -714.4% | -115.7% |
资本支出强度IMVTXOS
| Q4 25 | — | 0.0% | ||
| Q3 25 | — | 0.0% | ||
| Q2 25 | — | 0.0% | ||
| Q1 25 | — | 0.0% | ||
| Q4 24 | — | 0.0% | ||
| Q3 24 | — | 0.9% | ||
| Q2 24 | — | 0.8% | ||
| Q1 24 | 1.8% | 0.2% |
现金转化率IMVTXOS
| Q4 25 | — | — | ||
| Q3 25 | — | 1.45× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| 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
