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因塞特（INCY）与PATRICK INDUSTRIES INC（PATK）财务数据对比。点击上方公司名可切换其他公司
因塞特的季度营收约是PATRICK INDUSTRIES INC的1.4倍（$1.3B vs $924.2M），因塞特净利率更高（23.8% vs 3.1%，领先20.7%），因塞特同比增速更快（19.8% vs 9.2%），过去两年因塞特的营收复合增速更高（10.4% vs -0.5%）
因塞特是总部位于美国特拉华州威尔明顿的跨国制药企业，目前在北美、欧洲及亚洲多地设有生产基地与研发中心，专注于创新药物的研发、生产及商业化，为全球患者提供优质的治疗选择。
安杜里尔工业是一家美国国防科技企业，专注于先进自主系统的研发，其技术产品多应用于国防安全相关领域，在智能防务解决方案赛道具备行业竞争力。
INCY vs PATK — 直观对比
营收规模更大
INCY
是对方的1.4倍
$924.2M
营收增速更快
INCY
高出10.5%
9.2%
净利率更高
INCY
高出20.7%
3.1%
两年增速更快
INCY
近两年复合增速
-0.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $924.2M |
| 净利润 | $303.3M | $29.1M |
| 毛利率 | — | 23.0% |
| 营业利润率 | 23.7% | 6.2% |
| 净利率 | 23.8% | 3.1% |
| 营收同比 | 19.8% | 9.2% |
| 净利润同比 | 91.7% | 99.7% |
| 每股收益（稀释后） | $1.47 | $0.82 |
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INCYPATK
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.5B | $924.2M | ||
| Q3 25 | $1.4B | $975.6M | ||
| Q2 25 | $1.2B | $1.0B | ||
| Q1 25 | $1.1B | $1.0B | ||
| Q4 24 | $1.2B | $846.1M | ||
| Q3 24 | $1.1B | $919.4M | ||
| Q2 24 | $1.0B | $1.0B |
净利润INCYPATK
| Q1 26 | $303.3M | — | ||
| Q4 25 | $299.3M | $29.1M | ||
| Q3 25 | $424.2M | $35.3M | ||
| Q2 25 | $405.0M | $32.4M | ||
| Q1 25 | $158.2M | $38.2M | ||
| Q4 24 | $201.2M | $14.6M | ||
| Q3 24 | $106.5M | $40.9M | ||
| Q2 24 | $-444.6M | $47.9M |
毛利率INCYPATK
| Q1 26 | — | — | ||
| Q4 25 | 92.0% | 23.0% | ||
| Q3 25 | 92.8% | 22.6% | ||
| Q2 25 | 93.5% | 23.9% | ||
| Q1 25 | 93.0% | 22.8% | ||
| Q4 24 | 92.5% | 22.1% | ||
| Q3 24 | 92.4% | 23.1% | ||
| Q2 24 | 92.7% | 22.8% |
营业利润率INCYPATK
| Q1 26 | 23.7% | — | ||
| Q4 25 | 22.3% | 6.2% | ||
| Q3 25 | 32.5% | 6.8% | ||
| Q2 25 | 43.6% | 8.3% | ||
| Q1 25 | 19.5% | 6.5% | ||
| Q4 24 | 25.6% | 4.7% | ||
| Q3 24 | 12.8% | 8.1% | ||
| Q2 24 | -45.8% | 8.3% |
净利率INCYPATK
| Q1 26 | 23.8% | — | ||
| Q4 25 | 19.9% | 3.1% | ||
| Q3 25 | 31.1% | 3.6% | ||
| Q2 25 | 33.3% | 3.1% | ||
| Q1 25 | 15.0% | 3.8% | ||
| Q4 24 | 17.1% | 1.7% | ||
| Q3 24 | 9.4% | 4.4% | ||
| Q2 24 | -42.6% | 4.7% |
每股收益（稀释后）INCYPATK
| Q1 26 | $1.47 | — | ||
| Q4 25 | $1.46 | $0.82 | ||
| Q3 25 | $2.11 | $1.01 | ||
| Q2 25 | $2.04 | $0.96 | ||
| Q1 25 | $0.80 | $1.11 | ||
| Q4 24 | $0.90 | $-1.44 | ||
| Q3 24 | $0.54 | $1.80 | ||
| Q2 24 | $-2.04 | $2.16 |
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 | — | $26.4M |
| 总债务越低越好 | — | $1.3B |
| 股东权益账面价值 | $5.6B | $1.2B |
| 总资产 | $7.3B | $3.1B |
| 负债/权益比越低杠杆越低 | — | 1.10× |
8季度趋势，按日历期对齐
现金及短期投资INCYPATK
| Q1 26 | — | — | ||
| Q4 25 | $3.1B | $26.4M | ||
| Q3 25 | $2.5B | $20.7M | ||
| Q2 25 | $2.0B | $22.0M | ||
| Q1 25 | $1.9B | $86.6M | ||
| Q4 24 | $1.7B | $33.6M | ||
| Q3 24 | $1.3B | $52.6M | ||
| Q2 24 | $987.3M | $44.0M |
总债务INCYPATK
| Q1 26 | — | — | ||
| Q4 25 | — | $1.3B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益INCYPATK
| Q1 26 | $5.6B | — | ||
| Q4 25 | $5.2B | $1.2B | ||
| Q3 25 | $4.7B | $1.2B | ||
| Q2 25 | $4.2B | $1.1B | ||
| Q1 25 | $3.7B | $1.1B | ||
| Q4 24 | $3.4B | $1.1B | ||
| Q3 24 | $3.2B | $1.1B | ||
| Q2 24 | $3.0B | $1.1B |
总资产INCYPATK
| Q1 26 | $7.3B | — | ||
| Q4 25 | $7.0B | $3.1B | ||
| Q3 25 | $6.3B | $3.1B | ||
| Q2 25 | $5.8B | $3.1B | ||
| Q1 25 | $5.7B | $3.2B | ||
| Q4 24 | $5.4B | $3.0B | ||
| Q3 24 | $5.0B | $3.1B | ||
| Q2 24 | $4.7B | $3.0B |
负债/权益比INCYPATK
| Q1 26 | — | — | ||
| Q4 25 | — | 1.10× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.18× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — | $130.8M |
| 自由现金流经营现金流 - 资本支出 | — | $112.7M |
| 自由现金流率自由现金流/营收 | — | 12.2% |
| 资本支出强度资本支出/营收 | — | 2.0% |
| 现金转化率经营现金流/净利润 | — | 4.50× |
| 过去12个月自由现金流最近4个季度 | — | $246.5M |
8季度趋势，按日历期对齐
经营现金流INCYPATK
| Q1 26 | — | — | ||
| Q4 25 | $543.3M | $130.8M | ||
| Q3 25 | $559.4M | $9.1M | ||
| Q2 25 | $44.7M | $149.4M | ||
| Q1 25 | $266.1M | $40.1M | ||
| Q4 24 | $381.2M | $102.7M | ||
| Q3 24 | $310.9M | $51.5M | ||
| Q2 24 | $-575.6M | $137.5M |
自由现金流INCYPATK
| Q1 26 | — | — | ||
| Q4 25 | — | $112.7M | ||
| Q3 25 | — | $-17.2M | ||
| Q2 25 | — | $131.1M | ||
| Q1 25 | — | $19.9M | ||
| Q4 24 | — | $77.2M | ||
| Q3 24 | — | $33.7M | ||
| Q2 24 | — | $120.6M |
自由现金流率INCYPATK
| Q1 26 | — | — | ||
| Q4 25 | — | 12.2% | ||
| Q3 25 | — | -1.8% | ||
| Q2 25 | — | 12.5% | ||
| Q1 25 | — | 2.0% | ||
| Q4 24 | — | 9.1% | ||
| Q3 24 | — | 3.7% | ||
| Q2 24 | — | 11.9% |
资本支出强度INCYPATK
| Q1 26 | — | — | ||
| Q4 25 | — | 2.0% | ||
| Q3 25 | — | 2.7% | ||
| Q2 25 | — | 1.7% | ||
| Q1 25 | — | 2.0% | ||
| Q4 24 | — | 3.0% | ||
| Q3 24 | — | 1.9% | ||
| Q2 24 | — | 1.7% |
现金转化率INCYPATK
| Q1 26 | — | — | ||
| Q4 25 | 1.82× | 4.50× | ||
| Q3 25 | 1.32× | 0.26× | ||
| Q2 25 | 0.11× | 4.61× | ||
| Q1 25 | 1.68× | 1.05× | ||
| Q4 24 | 1.89× | 7.05× | ||
| Q3 24 | 2.92× | 1.26× | ||
| Q2 24 | — | 2.87× |
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
INCY
暂无分部数据
PATK
| Recreational Vehicle | $276.3M | 30% |
| Distribution | $222.4M | 24% |
| Marine | $141.9M | 15% |
| Industrial | $110.8M | 12% |
| Powersports | $104.8M | 11% |
| Manufactured Housing | $67.9M | 7% |
