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因塞特（INCY）与ROKU, INC（ROKU）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ROKU, INC的1.0倍（$1.3B vs $1.2B），因塞特净利率更高（23.8% vs -2.2%，领先26.0%），因塞特同比增速更快（20.9% vs -18.3%），过去两年ROKU, INC的营收复合增速更高（13.6% 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。
Roku是美国流媒体技术企业，2002年由安东尼·伍德创立，主营数字媒体播放器、电视硬件生产，流媒体内容分发及平台广告运营。截至2024年覆盖用户达1.45亿，是美国流媒体视频分发领域的市场领导者，业务覆盖澳、加、法、德、英及拉美多国。
INCY vs ROKU — 直观对比
营收规模更大
INCY
是对方的1.0倍
$1.2B
营收增速更快
INCY
高出39.1%
-18.3%
净利率更高
INCY
高出26.0%
-2.2%
两年增速更快
ROKU
近两年复合增速
10.4%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $1.2B |
| 净利润 | $303.3M | $-27.4M |
| 毛利率 | — | 35.6% |
| 营业利润率 | 23.7% | 59.7% |
| 净利率 | 23.8% | -2.2% |
| 营收同比 | 20.9% | -18.3% |
| 净利润同比 | 91.7% | -361.0% |
| 每股收益（稀释后） | $1.47 | $0.57 |
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INCYROKU
| Q1 26 | $1.3B | $1.2B | ||
| Q4 25 | $1.5B | $1.4B | ||
| Q3 25 | $1.4B | $1.2B | ||
| Q2 25 | $1.2B | $1.1B | ||
| Q1 25 | $1.1B | $1.0B | ||
| Q4 24 | $1.2B | $1.2B | ||
| Q3 24 | $1.1B | $1.1B | ||
| Q2 24 | $1.0B | $968.2M |
净利润INCYROKU
| Q1 26 | $303.3M | $-27.4M | ||
| Q4 25 | $299.3M | $80.5M | ||
| Q3 25 | $424.2M | $24.8M | ||
| Q2 25 | $405.0M | $10.5M | ||
| Q1 25 | $158.2M | $-27.4M | ||
| Q4 24 | $201.2M | $-35.5M | ||
| Q3 24 | $106.5M | $-9.0M | ||
| Q2 24 | $-444.6M | $-34.0M |
毛利率INCYROKU
| Q1 26 | — | 35.6% | ||
| Q4 25 | 92.0% | 43.5% | ||
| Q3 25 | 92.8% | 43.4% | ||
| Q2 25 | 93.5% | 44.8% | ||
| Q1 25 | 93.0% | 43.6% | ||
| Q4 24 | 92.5% | 42.7% | ||
| Q3 24 | 92.4% | 45.2% | ||
| Q2 24 | 92.7% | 43.9% |
营业利润率INCYROKU
| Q1 26 | 23.7% | 59.7% | ||
| Q4 25 | 22.3% | 4.7% | ||
| Q3 25 | 32.5% | 0.8% | ||
| Q2 25 | 43.6% | -2.1% | ||
| Q1 25 | 19.5% | -5.7% | ||
| Q4 24 | 25.6% | -3.3% | ||
| Q3 24 | 12.8% | -3.4% | ||
| Q2 24 | -45.8% | -7.4% |
净利率INCYROKU
| Q1 26 | 23.8% | -2.2% | ||
| Q4 25 | 19.9% | 5.8% | ||
| Q3 25 | 31.1% | 2.0% | ||
| Q2 25 | 33.3% | 0.9% | ||
| Q1 25 | 15.0% | -2.7% | ||
| Q4 24 | 17.1% | -3.0% | ||
| Q3 24 | 9.4% | -0.9% | ||
| Q2 24 | -42.6% | -3.5% |
每股收益（稀释后）INCYROKU
| Q1 26 | $1.47 | $0.57 | ||
| Q4 25 | $1.46 | $0.55 | ||
| Q3 25 | $2.11 | $0.16 | ||
| Q2 25 | $2.04 | $0.07 | ||
| Q1 25 | $0.80 | $-0.19 | ||
| Q4 24 | $0.90 | $-0.24 | ||
| Q3 24 | $0.54 | $-0.06 | ||
| Q2 24 | $-2.04 | $-0.24 |
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 | — | $2.4B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.6B | $2.7B |
| 总资产 | $7.3B | $4.4B |
| 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INCYROKU
| Q1 26 | — | $2.4B | ||
| Q4 25 | $3.1B | $2.3B | ||
| Q3 25 | $2.5B | $2.3B | ||
| Q2 25 | $2.0B | $2.3B | ||
| Q1 25 | $1.9B | $2.3B | ||
| Q4 24 | $1.7B | $2.2B | ||
| Q3 24 | $1.3B | $2.1B | ||
| Q2 24 | $987.3M | $2.1B |
股东权益INCYROKU
| Q1 26 | $5.6B | $2.7B | ||
| Q4 25 | $5.2B | $2.7B | ||
| Q3 25 | $4.7B | $2.6B | ||
| Q2 25 | $4.2B | $2.6B | ||
| Q1 25 | $3.7B | $2.5B | ||
| Q4 24 | $3.4B | $2.5B | ||
| Q3 24 | $3.2B | $2.5B | ||
| Q2 24 | $3.0B | $2.4B |
总资产INCYROKU
| Q1 26 | $7.3B | $4.4B | ||
| Q4 25 | $7.0B | $4.4B | ||
| Q3 25 | $6.3B | $4.4B | ||
| Q2 25 | $5.8B | $4.3B | ||
| Q1 25 | $5.7B | $4.2B | ||
| Q4 24 | $5.4B | $4.3B | ||
| Q3 24 | $5.0B | $4.3B | ||
| Q2 24 | $4.7B | $4.1B |
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 | — | $199.1M |
| 自由现金流经营现金流 - 资本支出 | — | $298.4M |
| 自由现金流率自由现金流/营收 | — | 23.9% |
| 资本支出强度资本支出/营收 | — | — |
| 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 | — | $640.0M |
8季度趋势，按日历期对齐
经营现金流INCYROKU
| Q1 26 | — | $199.1M | ||
| Q4 25 | $543.3M | $107.7M | ||
| Q3 25 | $559.4M | $127.6M | ||
| Q2 25 | $44.7M | $109.7M | ||
| Q1 25 | $266.1M | $138.7M | ||
| Q4 24 | $381.2M | $79.3M | ||
| Q3 24 | $310.9M | $68.7M | ||
| Q2 24 | $-575.6M | $23.4M |
自由现金流INCYROKU
| Q1 26 | — | $298.4M | ||
| Q4 25 | — | $106.6M | ||
| Q3 25 | — | $126.5M | ||
| Q2 25 | — | $108.6M | ||
| Q1 25 | — | $136.8M | ||
| Q4 24 | — | $76.8M | ||
| Q3 24 | — | $67.6M | ||
| Q2 24 | — | $22.5M |
自由现金流率INCYROKU
| Q1 26 | — | 23.9% | ||
| Q4 25 | — | 7.6% | ||
| Q3 25 | — | 10.4% | ||
| Q2 25 | — | 9.8% | ||
| Q1 25 | — | 13.4% | ||
| Q4 24 | — | 6.4% | ||
| Q3 24 | — | 6.4% | ||
| Q2 24 | — | 2.3% |
资本支出强度INCYROKU
| Q1 26 | — | — | ||
| Q4 25 | — | 0.1% | ||
| Q3 25 | — | 0.1% | ||
| Q2 25 | — | 0.1% | ||
| Q1 25 | — | 0.2% | ||
| Q4 24 | — | 0.2% | ||
| Q3 24 | — | 0.1% | ||
| Q2 24 | — | 0.1% |
现金转化率INCYROKU
| Q1 26 | — | — | ||
| Q4 25 | 1.82× | 1.34× | ||
| Q3 25 | 1.32× | 5.14× | ||
| Q2 25 | 0.11× | 10.45× | ||
| 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
ROKU
| Advertising | $612.7M | 49% |
| Subscriptions | $518.5M | 42% |
| Devices | $117.6M | 9% |
