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因塞特（INCY）与Rivian Automotive, Inc.（RIVN）财务数据对比。点击上方公司名可切换其他公司
Rivian Automotive, Inc.的季度营收约是因塞特的1.0倍（$1.3B vs $1.3B），因塞特净利率更高（23.8% vs -63.1%，领先86.9%），因塞特同比增速更快（20.9% vs -25.8%），过去两年因塞特的营收复合增速更高（10.4% vs 3.3%）
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。
Rivian Automotive是2009年成立的美国电动汽车制造商及汽车科技企业，主打基于自研滑板平台打造的电动SUV、皮卡及EDV电动配送货车，旗下R1T皮卡于2021年末正式开启交付，还计划于2023年底前在美国和加拿大布局专属充电网络，其平台可适配新车型也可对外授权使用。
INCY vs RIVN — 直观对比
营收规模更大
RIVN
是对方的1.0倍
$1.3B
营收增速更快
INCY
高出46.7%
-25.8%
净利率更高
INCY
高出86.9%
-63.1%
两年增速更快
INCY
近两年复合增速
3.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $1.3B |
| 净利润 | $303.3M | $-811.0M |
| 毛利率 | — | 9.3% |
| 营业利润率 | 23.7% | -64.8% |
| 净利率 | 23.8% | -63.1% |
| 营收同比 | 20.9% | -25.8% |
| 净利润同比 | 91.7% | -9.0% |
| 每股收益（稀释后） | $1.47 | $-0.66 |
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INCYRIVN
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.5B | $1.3B | ||
| Q3 25 | $1.4B | $1.6B | ||
| Q2 25 | $1.2B | $1.3B | ||
| Q1 25 | $1.1B | $1.2B | ||
| Q4 24 | $1.2B | $1.7B | ||
| Q3 24 | $1.1B | $874.0M | ||
| Q2 24 | $1.0B | $1.2B |
净利润INCYRIVN
| Q1 26 | $303.3M | — | ||
| Q4 25 | $299.3M | $-811.0M | ||
| Q3 25 | $424.2M | $-1.2B | ||
| Q2 25 | $405.0M | $-1.1B | ||
| Q1 25 | $158.2M | $-545.0M | ||
| Q4 24 | $201.2M | $-744.0M | ||
| Q3 24 | $106.5M | $-1.1B | ||
| Q2 24 | $-444.6M | $-1.5B |
毛利率INCYRIVN
| Q1 26 | — | — | ||
| Q4 25 | 92.0% | 9.3% | ||
| Q3 25 | 92.8% | 1.5% | ||
| Q2 25 | 93.5% | -15.8% | ||
| Q1 25 | 93.0% | 16.6% | ||
| Q4 24 | 92.5% | 9.8% | ||
| Q3 24 | 92.4% | -44.9% | ||
| Q2 24 | 92.7% | -38.9% |
营业利润率INCYRIVN
| Q1 26 | 23.7% | — | ||
| Q4 25 | 22.3% | -64.8% | ||
| Q3 25 | 32.5% | -63.1% | ||
| Q2 25 | 43.6% | -85.5% | ||
| Q1 25 | 19.5% | -52.8% | ||
| Q4 24 | 25.6% | -38.1% | ||
| Q3 24 | 12.8% | -133.8% | ||
| Q2 24 | -45.8% | -118.7% |
净利率INCYRIVN
| Q1 26 | 23.8% | — | ||
| Q4 25 | 19.9% | -63.1% | ||
| Q3 25 | 31.1% | -75.3% | ||
| Q2 25 | 33.3% | -85.7% | ||
| Q1 25 | 15.0% | -44.0% | ||
| Q4 24 | 17.1% | -42.9% | ||
| Q3 24 | 9.4% | -125.9% | ||
| Q2 24 | -42.6% | -125.8% |
每股收益（稀释后）INCYRIVN
| Q1 26 | $1.47 | — | ||
| Q4 25 | $1.46 | $-0.66 | ||
| Q3 25 | $2.11 | $-0.96 | ||
| Q2 25 | $2.04 | $-0.97 | ||
| Q1 25 | $0.80 | $-0.48 | ||
| Q4 24 | $0.90 | $-0.67 | ||
| Q3 24 | $0.54 | $-1.08 | ||
| Q2 24 | $-2.04 | $-1.46 |
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 | — | $6.1B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.6B | $4.6B |
| 总资产 | $7.3B | $14.9B |
| 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INCYRIVN
| Q1 26 | — | — | ||
| Q4 25 | $3.1B | $6.1B | ||
| Q3 25 | $2.5B | $7.1B | ||
| Q2 25 | $2.0B | $7.5B | ||
| Q1 25 | $1.9B | $7.2B | ||
| Q4 24 | $1.7B | $7.7B | ||
| Q3 24 | $1.3B | $6.7B | ||
| Q2 24 | $987.3M | $7.9B |
总债务INCYRIVN
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $5.5B |
股东权益INCYRIVN
| Q1 26 | $5.6B | — | ||
| Q4 25 | $5.2B | $4.6B | ||
| Q3 25 | $4.7B | $5.1B | ||
| Q2 25 | $4.2B | $6.1B | ||
| Q1 25 | $3.7B | $6.2B | ||
| Q4 24 | $3.4B | $6.6B | ||
| Q3 24 | $3.2B | $5.9B | ||
| Q2 24 | $3.0B | $6.8B |
总资产INCYRIVN
| Q1 26 | $7.3B | — | ||
| Q4 25 | $7.0B | $14.9B | ||
| Q3 25 | $6.3B | $15.2B | ||
| Q2 25 | $5.8B | $15.6B | ||
| Q1 25 | $5.7B | $15.5B | ||
| Q4 24 | $5.4B | $15.4B | ||
| Q3 24 | $5.0B | $14.3B | ||
| Q2 24 | $4.7B | $15.4B |
负债/权益比INCYRIVN
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.81× |
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 | — | $-681.0M |
| 自由现金流经营现金流 - 资本支出 | — | $-1.1B |
| 自由现金流率自由现金流/营收 | — | -89.0% |
| 资本支出强度资本支出/营收 | — | 36.0% |
| 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 | — | $-2.5B |
8季度趋势，按日历期对齐
经营现金流INCYRIVN
| Q1 26 | — | — | ||
| Q4 25 | $543.3M | $-681.0M | ||
| Q3 25 | $559.4M | $26.0M | ||
| Q2 25 | $44.7M | $64.0M | ||
| Q1 25 | $266.1M | $-188.0M | ||
| Q4 24 | $381.2M | $1.2B | ||
| Q3 24 | $310.9M | $-876.0M | ||
| Q2 24 | $-575.6M | $-754.0M |
自由现金流INCYRIVN
| Q1 26 | — | — | ||
| Q4 25 | — | $-1.1B | ||
| Q3 25 | — | $-421.0M | ||
| Q2 25 | — | $-398.0M | ||
| Q1 25 | — | $-526.0M | ||
| Q4 24 | — | $856.0M | ||
| Q3 24 | — | $-1.2B | ||
| Q2 24 | — | $-1.0B |
自由现金流率INCYRIVN
| Q1 26 | — | — | ||
| Q4 25 | — | -89.0% | ||
| Q3 25 | — | -27.0% | ||
| Q2 25 | — | -30.5% | ||
| Q1 25 | — | -42.4% | ||
| Q4 24 | — | 49.4% | ||
| Q3 24 | — | -131.9% | ||
| Q2 24 | — | -89.6% |
资本支出强度INCYRIVN
| Q1 26 | — | — | ||
| Q4 25 | — | 36.0% | ||
| Q3 25 | — | 28.7% | ||
| Q2 25 | — | 35.5% | ||
| Q1 25 | — | 27.3% | ||
| Q4 24 | — | 18.9% | ||
| Q3 24 | — | 31.7% | ||
| Q2 24 | — | 24.4% |
现金转化率INCYRIVN
| Q1 26 | — | — | ||
| Q4 25 | 1.82× | — | ||
| Q3 25 | 1.32× | — | ||
| Q2 25 | 0.11× | — | ||
| Q1 25 | 1.68× | — | ||
| Q4 24 | 1.89× | — | ||
| Q3 24 | 2.92× | — | ||
| Q2 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
INCY
暂无分部数据
RIVN
| Automotive Segment | $839.0M | 65% |
| Software And Services Segment | $447.0M | 35% |
| Regulatory Credits | $30.0M | 2% |
