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因塞特（INCY）与天宝（TRMB）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天宝的1.3倍（$1.3B vs $969.8M），因塞特净利率更高（23.8% vs 16.1%，领先7.7%），因塞特同比增速更快（19.8% vs -73.7%），过去两年因塞特的营收复合增速更高（10.4% vs 0.9%）
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。
天宝（Trimble Inc.）是1978年成立的美国科技企业，总部位于科罗拉多州威斯敏斯特，于纳斯达克上市，为标普500成分股。公司面向建筑工程、地理空间测绘、交通物流等多个行业，提供软硬件产品及相关技术服务。
INCY vs TRMB — 直观对比
营收规模更大
INCY
是对方的1.3倍
$969.8M
营收增速更快
INCY
高出93.4%
-73.7%
净利率更高
INCY
高出7.7%
16.1%
两年增速更快
INCY
近两年复合增速
0.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $969.8M |
| 净利润 | $303.3M | $156.6M |
| 毛利率 | — | 72.0% |
| 营业利润率 | 23.7% | 22.3% |
| 净利率 | 23.8% | 16.1% |
| 营收同比 | 19.8% | -73.7% |
| 净利润同比 | 91.7% | 73.6% |
| 每股收益（稀释后） | $1.47 | $0.65 |
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INCYTRMB
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.5B | $901.2M | ||
| Q3 25 | $1.4B | $875.7M | ||
| Q2 25 | $1.2B | $840.6M | ||
| Q1 25 | $1.1B | $983.4M | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | $1.1B | $875.8M | ||
| Q2 24 | $1.0B | $870.8M |
净利润INCYTRMB
| Q1 26 | $303.3M | — | ||
| Q4 25 | $299.3M | $111.5M | ||
| Q3 25 | $424.2M | $89.2M | ||
| Q2 25 | $405.0M | $66.7M | ||
| Q1 25 | $158.2M | $90.2M | ||
| Q4 24 | $201.2M | — | ||
| Q3 24 | $106.5M | $40.6M | ||
| Q2 24 | $-444.6M | $1.3B |
毛利率INCYTRMB
| Q1 26 | — | — | ||
| Q4 25 | 92.0% | 68.9% | ||
| Q3 25 | 92.8% | 68.3% | ||
| Q2 25 | 93.5% | 66.7% | ||
| Q1 25 | 93.0% | 69.3% | ||
| Q4 24 | 92.5% | — | ||
| Q3 24 | 92.4% | 65.7% | ||
| Q2 24 | 92.7% | 62.7% |
营业利润率INCYTRMB
| Q1 26 | 23.7% | — | ||
| Q4 25 | 22.3% | 16.7% | ||
| Q3 25 | 32.5% | 14.6% | ||
| Q2 25 | 43.6% | 11.6% | ||
| Q1 25 | 19.5% | 17.6% | ||
| Q4 24 | 25.6% | — | ||
| Q3 24 | 12.8% | 13.3% | ||
| Q2 24 | -45.8% | 7.1% |
净利率INCYTRMB
| Q1 26 | 23.8% | — | ||
| Q4 25 | 19.9% | 12.4% | ||
| Q3 25 | 31.1% | 10.2% | ||
| Q2 25 | 33.3% | 7.9% | ||
| Q1 25 | 15.0% | 9.2% | ||
| Q4 24 | 17.1% | — | ||
| Q3 24 | 9.4% | 4.6% | ||
| Q2 24 | -42.6% | 151.2% |
每股收益（稀释后）INCYTRMB
| Q1 26 | $1.47 | — | ||
| Q4 25 | $1.46 | $0.46 | ||
| Q3 25 | $2.11 | $0.37 | ||
| Q2 25 | $2.04 | $0.27 | ||
| Q1 25 | $0.80 | $0.36 | ||
| Q4 24 | $0.90 | — | ||
| Q3 24 | $0.54 | $0.16 | ||
| Q2 24 | $-2.04 | $5.34 |
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 | — | $253.4M |
| 总债务越低越好 | — | $1.4B |
| 股东权益账面价值 | $5.6B | $5.8B |
| 总资产 | $7.3B | $9.3B |
| 负债/权益比越低杠杆越低 | — | 0.24× |
8季度趋势，按日历期对齐
现金及短期投资INCYTRMB
| Q1 26 | — | — | ||
| Q4 25 | $3.1B | $232.7M | ||
| Q3 25 | $2.5B | $265.9M | ||
| Q2 25 | $2.0B | $290.0M | ||
| Q1 25 | $1.9B | $738.8M | ||
| Q4 24 | $1.7B | — | ||
| Q3 24 | $1.3B | $1.0B | ||
| Q2 24 | $987.3M | $944.1M |
总债务INCYTRMB
| Q1 26 | — | — | ||
| Q4 25 | — | $1.4B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $1.4B | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益INCYTRMB
| Q1 26 | $5.6B | — | ||
| Q4 25 | $5.2B | $5.8B | ||
| Q3 25 | $4.7B | $5.7B | ||
| Q2 25 | $4.2B | $5.4B | ||
| Q1 25 | $3.7B | $5.7B | ||
| Q4 24 | $3.4B | — | ||
| Q3 24 | $3.2B | $5.9B | ||
| Q2 24 | $3.0B | $5.6B |
总资产INCYTRMB
| Q1 26 | $7.3B | — | ||
| Q4 25 | $7.0B | $9.0B | ||
| Q3 25 | $6.3B | $9.1B | ||
| Q2 25 | $5.8B | $8.9B | ||
| Q1 25 | $5.7B | $9.5B | ||
| Q4 24 | $5.4B | — | ||
| Q3 24 | $5.0B | $9.9B | ||
| Q2 24 | $4.7B | $9.6B |
负债/权益比INCYTRMB
| Q1 26 | — | — | ||
| Q4 25 | — | 0.24× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 0.24× | ||
| Q4 24 | — | — | ||
| 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 | — | $386.2M |
| 自由现金流经营现金流 - 资本支出 | — | $360.9M |
| 自由现金流率自由现金流/营收 | — | 37.2% |
| 资本支出强度资本支出/营收 | — | 2.6% |
| 现金转化率经营现金流/净利润 | — | 2.47× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流INCYTRMB
| Q1 26 | — | — | ||
| Q4 25 | $543.3M | — | ||
| Q3 25 | $559.4M | $123.8M | ||
| Q2 25 | $44.7M | $155.6M | ||
| Q1 25 | $266.1M | $115.1M | ||
| Q4 24 | $381.2M | — | ||
| Q3 24 | $310.9M | $94.9M | ||
| Q2 24 | $-575.6M | $87.6M |
自由现金流INCYTRMB
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $116.6M | ||
| Q2 25 | — | $149.0M | ||
| Q1 25 | — | $109.0M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $88.5M | ||
| Q2 24 | — | $73.3M |
自由现金流率INCYTRMB
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 13.3% | ||
| Q2 25 | — | 17.7% | ||
| Q1 25 | — | 11.1% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 10.1% | ||
| Q2 24 | — | 8.4% |
资本支出强度INCYTRMB
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 0.8% | ||
| Q2 25 | — | 0.8% | ||
| Q1 25 | — | 0.6% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.7% | ||
| Q2 24 | — | 1.6% |
现金转化率INCYTRMB
| Q1 26 | — | — | ||
| Q4 25 | 1.82× | — | ||
| Q3 25 | 1.32× | 1.39× | ||
| Q2 25 | 0.11× | 2.33× | ||
| Q1 25 | 1.68× | 1.28× | ||
| Q4 24 | 1.89× | — | ||
| Q3 24 | 2.92× | 2.34× | ||
| Q2 24 | — | 0.07× |
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
TRMB
| Subscription and services | $701.5M | 72% |
| Product | $268.3M | 28% |
