vs
因塞特（INCY）与RESIDEO TECHNOLOGIES, INC.（REZI）财务数据对比。点击上方公司名可切换其他公司
RESIDEO TECHNOLOGIES, INC.的季度营收约是因塞特的1.5倍（$1.9B vs $1.3B），因塞特净利率更高（23.8% vs 7.2%，领先16.7%），因塞特同比增速更快（19.8% vs 2.0%），过去两年RESIDEO TECHNOLOGIES, INC.的营收复合增速更高（12.9% vs 10.4%）
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。
Resideo Technologies是2018年从霍尼韦尔分拆成立的美国跨国企业，主营住宅场景的温控、空气质量调节、湿度控制及安防系统，业务覆盖美国及全球市场。公司下设产品、分销两大业务板块，生产销售温度照明控制、安防、水气监测等智能家居硬件及配套软件产品。
INCY vs REZI — 直观对比
营收规模更大
REZI
是对方的1.5倍
$1.3B
营收增速更快
INCY
高出17.8%
2.0%
净利率更高
INCY
高出16.7%
7.2%
两年增速更快
REZI
近两年复合增速
10.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $1.9B |
| 净利润 | $303.3M | $136.0M |
| 毛利率 | — | 29.6% |
| 营业利润率 | 23.7% | 7.4% |
| 净利率 | 23.8% | 7.2% |
| 营收同比 | 19.8% | 2.0% |
| 净利润同比 | 91.7% | 491.3% |
| 每股收益（稀释后） | $1.47 | $0.99 |
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INCYREZI
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.5B | $1.9B | ||
| Q3 25 | $1.4B | $1.9B | ||
| Q2 25 | $1.2B | $1.9B | ||
| Q1 25 | $1.1B | $1.8B | ||
| Q4 24 | $1.2B | $1.9B | ||
| Q3 24 | $1.1B | $1.8B | ||
| Q2 24 | $1.0B | $1.6B |
净利润INCYREZI
| Q1 26 | $303.3M | — | ||
| Q4 25 | $299.3M | $136.0M | ||
| Q3 25 | $424.2M | $156.0M | ||
| Q2 25 | $405.0M | $-825.0M | ||
| Q1 25 | $158.2M | $6.0M | ||
| Q4 24 | $201.2M | $23.0M | ||
| Q3 24 | $106.5M | $20.0M | ||
| Q2 24 | $-444.6M | $30.0M |
毛利率INCYREZI
| Q1 26 | — | — | ||
| Q4 25 | 92.0% | 29.6% | ||
| Q3 25 | 92.8% | 29.8% | ||
| Q2 25 | 93.5% | 29.3% | ||
| Q1 25 | 93.0% | 28.9% | ||
| Q4 24 | 92.5% | 28.5% | ||
| Q3 24 | 92.4% | 28.7% | ||
| Q2 24 | 92.7% | 28.1% |
营业利润率INCYREZI
| Q1 26 | 23.7% | — | ||
| Q4 25 | 22.3% | 7.4% | ||
| Q3 25 | 32.5% | 8.3% | ||
| Q2 25 | 43.6% | 9.1% | ||
| Q1 25 | 19.5% | 7.7% | ||
| Q4 24 | 25.6% | 7.8% | ||
| Q3 24 | 12.8% | 6.9% | ||
| Q2 24 | -45.8% | 7.7% |
净利率INCYREZI
| Q1 26 | 23.8% | — | ||
| Q4 25 | 19.9% | 7.2% | ||
| Q3 25 | 31.1% | 8.4% | ||
| Q2 25 | 33.3% | -42.5% | ||
| Q1 25 | 15.0% | 0.3% | ||
| Q4 24 | 17.1% | 1.2% | ||
| Q3 24 | 9.4% | 1.1% | ||
| Q2 24 | -42.6% | 1.9% |
每股收益（稀释后）INCYREZI
| Q1 26 | $1.47 | — | ||
| Q4 25 | $1.46 | $0.99 | ||
| Q3 25 | $2.11 | $0.85 | ||
| Q2 25 | $2.04 | $-5.59 | ||
| Q1 25 | $0.80 | $-0.02 | ||
| Q4 24 | $0.90 | $0.06 | ||
| Q3 24 | $0.54 | $0.07 | ||
| Q2 24 | $-2.04 | $0.19 |
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 | — | $661.0M |
| 总债务越低越好 | — | $3.2B |
| 股东权益账面价值 | $5.6B | $2.9B |
| 总资产 | $7.3B | $8.4B |
| 负债/权益比越低杠杆越低 | — | 1.11× |
8季度趋势，按日历期对齐
现金及短期投资INCYREZI
| Q1 26 | — | — | ||
| Q4 25 | $3.1B | $661.0M | ||
| Q3 25 | $2.5B | $345.0M | ||
| Q2 25 | $2.0B | $753.0M | ||
| Q1 25 | $1.9B | $577.0M | ||
| Q4 24 | $1.7B | $692.0M | ||
| Q3 24 | $1.3B | $531.0M | ||
| Q2 24 | $987.3M | $413.0M |
总债务INCYREZI
| Q1 26 | — | — | ||
| Q4 25 | — | $3.2B | ||
| Q3 25 | — | $3.2B | ||
| Q2 25 | — | $2.0B | ||
| Q1 25 | — | $2.0B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | — | $2.0B | ||
| Q2 24 | — | $2.0B |
股东权益INCYREZI
| Q1 26 | $5.6B | — | ||
| Q4 25 | $5.2B | $2.9B | ||
| Q3 25 | $4.7B | $2.8B | ||
| Q2 25 | $4.2B | $2.6B | ||
| Q1 25 | $3.7B | $3.3B | ||
| Q4 24 | $3.4B | $3.3B | ||
| Q3 24 | $3.2B | $3.4B | ||
| Q2 24 | $3.0B | $3.3B |
总资产INCYREZI
| Q1 26 | $7.3B | — | ||
| Q4 25 | $7.0B | $8.4B | ||
| Q3 25 | $6.3B | $8.2B | ||
| Q2 25 | $5.8B | $8.5B | ||
| Q1 25 | $5.7B | $8.1B | ||
| Q4 24 | $5.4B | $8.2B | ||
| Q3 24 | $5.0B | $8.1B | ||
| Q2 24 | $4.7B | $8.0B |
负债/权益比INCYREZI
| Q1 26 | — | — | ||
| Q4 25 | — | 1.11× | ||
| Q3 25 | — | 1.17× | ||
| Q2 25 | — | 0.77× | ||
| Q1 25 | — | 0.60× | ||
| Q4 24 | — | 0.61× | ||
| Q3 24 | — | 0.60× | ||
| Q2 24 | — | 0.61× |
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 | — | $299.0M |
| 自由现金流经营现金流 - 资本支出 | — | $262.0M |
| 自由现金流率自由现金流/营收 | — | 13.8% |
| 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 | — | 2.20× |
| 过去12个月自由现金流最近4个季度 | — | $-1.3B |
8季度趋势，按日历期对齐
经营现金流INCYREZI
| Q1 26 | — | — | ||
| Q4 25 | $543.3M | $299.0M | ||
| Q3 25 | $559.4M | $-1.6B | ||
| Q2 25 | $44.7M | $200.0M | ||
| Q1 25 | $266.1M | $-65.0M | ||
| Q4 24 | $381.2M | $203.0M | ||
| Q3 24 | $310.9M | $147.0M | ||
| Q2 24 | $-575.6M | $92.0M |
自由现金流INCYREZI
| Q1 26 | — | — | ||
| Q4 25 | — | $262.0M | ||
| Q3 25 | — | $-1.6B | ||
| Q2 25 | — | $180.0M | ||
| Q1 25 | — | $-96.0M | ||
| Q4 24 | — | $181.0M | ||
| Q3 24 | — | $125.0M | ||
| Q2 24 | — | $77.0M |
自由现金流率INCYREZI
| Q1 26 | — | — | ||
| Q4 25 | — | 13.8% | ||
| Q3 25 | — | -85.8% | ||
| Q2 25 | — | 9.3% | ||
| Q1 25 | — | -5.4% | ||
| Q4 24 | — | 9.7% | ||
| Q3 24 | — | 6.8% | ||
| Q2 24 | — | 4.8% |
资本支出强度INCYREZI
| Q1 26 | — | — | ||
| Q4 25 | — | 2.0% | ||
| Q3 25 | — | 1.5% | ||
| Q2 25 | — | 1.0% | ||
| Q1 25 | — | 1.8% | ||
| Q4 24 | — | 1.2% | ||
| Q3 24 | — | 1.2% | ||
| Q2 24 | — | 0.9% |
现金转化率INCYREZI
| Q1 26 | — | — | ||
| Q4 25 | 1.82× | 2.20× | ||
| Q3 25 | 1.32× | -10.07× | ||
| Q2 25 | 0.11× | — | ||
| Q1 25 | 1.68× | -10.83× | ||
| Q4 24 | 1.89× | 8.83× | ||
| Q3 24 | 2.92× | 7.35× | ||
| Q2 24 | — | 3.07× |
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
REZI
| ADI Global Distribution Segment | $1.2B | 62% |
| Safety And Security | $257.0M | 14% |
| Air | $211.0M | 11% |
| Energy Service | $153.0M | 8% |
| Public Utilities Inventory Water | $91.0M | 5% |
