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INSMED Inc（INSM）与BRC Group Holdings, Inc.（RILY）财务数据对比。点击上方公司名可切换其他公司
INSMED Inc的季度营收约是BRC Group Holdings, Inc.的1.4倍（$263.8M vs $188.3M），BRC Group Holdings, Inc.净利率更高（47.9% vs -124.5%，领先172.4%），INSMED Inc同比增速更快（152.6% vs -21.9%），过去两年INSMED Inc的营收复合增速更高（86.9% vs -15.4%）
Insmed Inc.是一家全球性生物制药公司，专注于为存在高度未满足医疗需求的严重罕见病患者开发、商业化创新疗法，核心布局肺部、内分泌类罕见病治疗赛道，服务覆盖北美、欧洲及亚太地区的患者群体。
INSM vs RILY — 直观对比
营收规模更大
INSM
是对方的1.4倍
$188.3M
营收增速更快
INSM
高出174.5%
-21.9%
净利率更高
RILY
高出172.4%
-124.5%
两年增速更快
INSM
近两年复合增速
-15.4%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $263.8M | $188.3M |
| 净利润 | $-328.5M | $90.3M |
| 毛利率 | 83.2% | 79.5% |
| 营业利润率 | -121.2% | 32.3% |
| 净利率 | -124.5% | 47.9% |
| 营收同比 | 152.6% | -21.9% |
| 净利润同比 | -39.5% | 1710.8% |
| 每股收益（稀释后） | $-1.55 | $2.78 |
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INSMRILY
| Q4 25 | $263.8M | $188.3M | ||
| Q3 25 | $142.3M | $215.3M | ||
| Q2 25 | $107.4M | $188.2M | ||
| Q1 25 | $92.8M | $197.2M | ||
| Q4 24 | $104.4M | $241.0M | ||
| Q3 24 | $93.4M | $225.5M | ||
| Q2 24 | $90.3M | $256.0M | ||
| Q1 24 | $75.5M | $263.4M |
净利润INSMRILY
| Q4 25 | $-328.5M | $90.3M | ||
| Q3 25 | $-370.0M | $91.1M | ||
| Q2 25 | $-321.7M | $139.5M | ||
| Q1 25 | $-256.6M | $-10.0M | ||
| Q4 24 | $-235.5M | $-5.6M | ||
| Q3 24 | $-220.5M | $-284.4M | ||
| Q2 24 | $-300.6M | $-433.6M | ||
| Q1 24 | $-157.1M | $-49.2M |
毛利率INSMRILY
| Q4 25 | 83.2% | 79.5% | ||
| Q3 25 | 79.4% | 83.7% | ||
| Q2 25 | 73.9% | 81.3% | ||
| Q1 25 | 77.1% | 81.4% | ||
| Q4 24 | 75.0% | 79.8% | ||
| Q3 24 | 77.3% | 82.1% | ||
| Q2 24 | 76.8% | 84.5% | ||
| Q1 24 | 76.9% | 85.3% |
营业利润率INSMRILY
| Q4 25 | -121.2% | 32.3% | ||
| Q3 25 | -257.1% | 30.4% | ||
| Q2 25 | -291.3% | 5.7% | ||
| Q1 25 | -267.3% | -31.2% | ||
| Q4 24 | -220.6% | -69.2% | ||
| Q3 24 | -228.4% | -36.4% | ||
| Q2 24 | -319.8% | -90.8% | ||
| Q1 24 | -192.7% | -6.1% |
净利率INSMRILY
| Q4 25 | -124.5% | 47.9% | ||
| Q3 25 | -260.0% | 42.3% | ||
| Q2 25 | -299.5% | 74.1% | ||
| Q1 25 | -276.4% | -5.1% | ||
| Q4 24 | -225.5% | -2.3% | ||
| Q3 24 | -236.0% | -126.1% | ||
| Q2 24 | -332.8% | -169.4% | ||
| Q1 24 | -208.1% | -18.7% |
每股收益（稀释后）INSMRILY
| Q4 25 | $-1.55 | $2.78 | ||
| Q3 25 | $-1.75 | $2.91 | ||
| Q2 25 | $-1.70 | $4.50 | ||
| Q1 25 | $-1.42 | $-0.39 | ||
| Q4 24 | $-1.30 | $-0.01 | ||
| Q3 24 | $-1.27 | $-9.39 | ||
| Q2 24 | $-1.94 | $-14.35 | ||
| Q1 24 | $-1.06 | $-1.71 |
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 | $1.4B | $226.6M |
| 总债务越低越好 | $546.8M | $1.4B |
| 股东权益账面价值 | $739.0M | $-171.5M |
| 总资产 | $2.3B | $1.7B |
| 负债/权益比越低杠杆越低 | 0.74× | — |
8季度趋势，按日历期对齐
现金及短期投资INSMRILY
| Q4 25 | $1.4B | $226.6M | ||
| Q3 25 | $1.7B | $184.2M | ||
| Q2 25 | $1.9B | $267.4M | ||
| Q1 25 | $1.2B | $138.3M | ||
| Q4 24 | $1.4B | $146.9M | ||
| Q3 24 | $1.5B | $159.2M | ||
| Q2 24 | $1.2B | $236.9M | ||
| Q1 24 | $595.7M | $190.7M |
总债务INSMRILY
| Q4 25 | $546.8M | $1.4B | ||
| Q3 25 | $546.8M | $1.3B | ||
| Q2 25 | $546.8M | $1.3B | ||
| Q1 25 | $1.1B | $1.4B | ||
| Q4 24 | $1.1B | $1.5B | ||
| Q3 24 | $971.8M | — | ||
| Q2 24 | $1.2B | — | ||
| Q1 24 | $1.2B | — |
股东权益INSMRILY
| Q4 25 | $739.0M | $-171.5M | ||
| Q3 25 | $945.6M | $-260.5M | ||
| Q2 25 | $1.2B | $-351.7M | ||
| Q1 25 | $99.2M | $-496.8M | ||
| Q4 24 | $285.4M | $-488.2M | ||
| Q3 24 | $483.4M | $-497.6M | ||
| Q2 24 | $38.8M | $-218.3M | ||
| Q1 24 | $-464.8M | $228.4M |
总资产INSMRILY
| Q4 25 | $2.3B | $1.7B | ||
| Q3 25 | $2.4B | $1.7B | ||
| Q2 25 | $2.5B | $1.5B | ||
| Q1 25 | $1.8B | $1.5B | ||
| Q4 24 | $2.0B | $1.8B | ||
| Q3 24 | $2.1B | $2.2B | ||
| Q2 24 | $1.8B | $3.2B | ||
| Q1 24 | $1.2B | $5.0B |
负债/权益比INSMRILY
| Q4 25 | 0.74× | — | ||
| Q3 25 | 0.58× | — | ||
| Q2 25 | 0.44× | — | ||
| Q1 25 | 11.31× | — | ||
| Q4 24 | 3.93× | — | ||
| Q3 24 | 2.01× | — | ||
| Q2 24 | 30.66× | — | ||
| Q1 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 | $-247.6M | $26.2M |
| 自由现金流经营现金流 - 资本支出 | $-264.2M | — |
| 自由现金流率自由现金流/营收 | -100.1% | — |
| 资本支出强度资本支出/营收 | 6.3% | — |
| 现金转化率经营现金流/净利润 | — | 0.29× |
| 过去12个月自由现金流最近4个季度 | $-967.6M | — |
8季度趋势，按日历期对齐
经营现金流INSMRILY
| Q4 25 | $-247.6M | $26.2M | ||
| Q3 25 | $-219.8M | $-60.6M | ||
| Q2 25 | $-205.6M | $-25.6M | ||
| Q1 25 | $-262.1M | $184.0K | ||
| Q4 24 | $-196.0M | $-2.7M | ||
| Q3 24 | $-180.9M | $19.5M | ||
| Q2 24 | $-123.0M | $111.5M | ||
| Q1 24 | $-184.0M | $135.4M |
自由现金流INSMRILY
| Q4 25 | $-264.2M | — | ||
| Q3 25 | $-222.2M | — | ||
| Q2 25 | $-209.1M | — | ||
| Q1 25 | $-272.2M | — | ||
| Q4 24 | $-202.8M | — | ||
| Q3 24 | $-184.6M | — | ||
| Q2 24 | $-129.7M | — | ||
| Q1 24 | $-188.7M | — |
自由现金流率INSMRILY
| Q4 25 | -100.1% | — | ||
| Q3 25 | -156.1% | — | ||
| Q2 25 | -194.6% | — | ||
| Q1 25 | -293.2% | — | ||
| Q4 24 | -194.1% | — | ||
| Q3 24 | -197.6% | — | ||
| Q2 24 | -143.6% | — | ||
| Q1 24 | -250.0% | — |
资本支出强度INSMRILY
| Q4 25 | 6.3% | — | ||
| Q3 25 | 1.7% | — | ||
| Q2 25 | 3.2% | — | ||
| Q1 25 | 10.8% | — | ||
| Q4 24 | 6.5% | — | ||
| Q3 24 | 3.9% | — | ||
| Q2 24 | 7.5% | — | ||
| Q1 24 | 6.2% | — |
现金转化率INSMRILY
| Q4 25 | — | 0.29× | ||
| Q3 25 | — | -0.66× | ||
| Q2 25 | — | -0.18× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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
INSM
暂无分部数据
RILY
| Transferred At Point In Time | $101.4M | 54% |
| Wealth Management Segment | $30.7M | 16% |
| Corporate Finance Consulting And Investment Banking Fees | $27.1M | 14% |
| Services And Fees | $24.8M | 13% |
| Commissions Fees And Reimbursed Expenses | $4.8M | 3% |
