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INSMED Inc（INSM）与Ranger Energy Services, Inc.（RNGR）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Ranger Energy Services, Inc.的1.9倍（$263.8M vs $142.2M），Ranger Energy Services, Inc.净利率更高（2.3% vs -124.5%，领先126.8%），INSMED Inc同比增速更快（152.6% vs -0.6%），Ranger Energy Services, Inc.自由现金流更多（$17.1M vs $-264.2M），过去两年INSMED Inc的营收复合增速更高（86.9% vs 1.9%）
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。
Ranger Energy Services是北美领先的陆上油田服务提供商，为上游油气运营商提供完井、修井、钻机作业及产能优化等全套解决方案，业务主要覆盖美国本土的页岩和致密资源开采作业区。
INSM vs RNGR — 直观对比
营收规模更大
INSM
是对方的1.9倍
$142.2M
营收增速更快
INSM
高出153.3%
-0.6%
净利率更高
RNGR
高出126.8%
-124.5%
自由现金流更多
RNGR
多$281.3M
$-264.2M
两年增速更快
INSM
近两年复合增速
1.9%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $263.8M | $142.2M |
| 净利润 | $-328.5M | $3.2M |
| 毛利率 | 83.2% | — |
| 营业利润率 | -121.2% | 2.3% |
| 净利率 | -124.5% | 2.3% |
| 营收同比 | 152.6% | -0.6% |
| 净利润同比 | -39.5% | -44.8% |
| 每股收益（稀释后） | $-1.55 | $0.14 |
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INSMRNGR
| Q4 25 | $263.8M | $142.2M | ||
| Q3 25 | $142.3M | $128.9M | ||
| Q2 25 | $107.4M | $140.6M | ||
| Q1 25 | $92.8M | $135.2M | ||
| Q4 24 | $104.4M | $143.1M | ||
| Q3 24 | $93.4M | $153.0M | ||
| Q2 24 | $90.3M | $138.1M | ||
| Q1 24 | $75.5M | $136.9M |
净利润INSMRNGR
| Q4 25 | $-328.5M | $3.2M | ||
| Q3 25 | $-370.0M | $1.2M | ||
| Q2 25 | $-321.7M | $7.3M | ||
| Q1 25 | $-256.6M | $600.0K | ||
| Q4 24 | $-235.5M | $5.8M | ||
| Q3 24 | $-220.5M | $8.7M | ||
| Q2 24 | $-300.6M | $4.7M | ||
| Q1 24 | $-157.1M | $-800.0K |
毛利率INSMRNGR
| Q4 25 | 83.2% | — | ||
| Q3 25 | 79.4% | — | ||
| Q2 25 | 73.9% | — | ||
| Q1 25 | 77.1% | — | ||
| Q4 24 | 75.0% | — | ||
| Q3 24 | 77.3% | — | ||
| Q2 24 | 76.8% | — | ||
| Q1 24 | 76.9% | — |
营业利润率INSMRNGR
| Q4 25 | -121.2% | 2.3% | ||
| Q3 25 | -257.1% | 2.0% | ||
| Q2 25 | -291.3% | 6.1% | ||
| Q1 25 | -267.3% | 0.7% | ||
| Q4 24 | -220.6% | 6.2% | ||
| Q3 24 | -228.4% | 8.4% | ||
| Q2 24 | -319.8% | 5.3% | ||
| Q1 24 | -192.7% | -0.4% |
净利率INSMRNGR
| Q4 25 | -124.5% | 2.3% | ||
| Q3 25 | -260.0% | 0.9% | ||
| Q2 25 | -299.5% | 5.2% | ||
| Q1 25 | -276.4% | 0.4% | ||
| Q4 24 | -225.5% | 4.1% | ||
| Q3 24 | -236.0% | 5.7% | ||
| Q2 24 | -332.8% | 3.4% | ||
| Q1 24 | -208.1% | -0.6% |
每股收益（稀释后）INSMRNGR
| Q4 25 | $-1.55 | $0.14 | ||
| Q3 25 | $-1.75 | $0.05 | ||
| Q2 25 | $-1.70 | $0.32 | ||
| Q1 25 | $-1.42 | $0.03 | ||
| Q4 24 | $-1.30 | $0.24 | ||
| Q3 24 | $-1.27 | $0.39 | ||
| Q2 24 | $-1.94 | $0.21 | ||
| Q1 24 | $-1.06 | $-0.03 |
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 | $10.3M |
| 总债务越低越好 | $546.8M | — |
| 股东权益账面价值 | $739.0M | $300.1M |
| 总资产 | $2.3B | $419.3M |
| 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INSMRNGR
| Q4 25 | $1.4B | $10.3M | ||
| Q3 25 | $1.7B | $45.2M | ||
| Q2 25 | $1.9B | $48.9M | ||
| Q1 25 | $1.2B | $40.3M | ||
| Q4 24 | $1.4B | $40.9M | ||
| Q3 24 | $1.5B | $14.8M | ||
| Q2 24 | $1.2B | $8.7M | ||
| Q1 24 | $595.7M | $11.1M |
总债务INSMRNGR
| Q4 25 | $546.8M | — | ||
| Q3 25 | $546.8M | — | ||
| Q2 25 | $546.8M | — | ||
| Q1 25 | $1.1B | — | ||
| Q4 24 | $1.1B | $0 | ||
| Q3 24 | $971.8M | $0 | ||
| Q2 24 | $1.2B | $0 | ||
| Q1 24 | $1.2B | $0 |
股东权益INSMRNGR
| Q4 25 | $739.0M | $300.1M | ||
| Q3 25 | $945.6M | $270.0M | ||
| Q2 25 | $1.2B | $276.9M | ||
| Q1 25 | $99.2M | $272.6M | ||
| Q4 24 | $285.4M | $273.8M | ||
| Q3 24 | $483.4M | $267.6M | ||
| Q2 24 | $38.8M | $260.5M | ||
| Q1 24 | $-464.8M | $261.7M |
总资产INSMRNGR
| Q4 25 | $2.3B | $419.3M | ||
| Q3 25 | $2.4B | $372.8M | ||
| Q2 25 | $2.5B | $381.7M | ||
| Q1 25 | $1.8B | $376.5M | ||
| Q4 24 | $2.0B | $381.6M | ||
| Q3 24 | $2.1B | $373.9M | ||
| Q2 24 | $1.8B | $359.6M | ||
| Q1 24 | $1.2B | $355.5M |
负债/权益比INSMRNGR
| Q4 25 | 0.74× | — | ||
| Q3 25 | 0.58× | — | ||
| Q2 25 | 0.44× | — | ||
| Q1 25 | 11.31× | — | ||
| Q4 24 | 3.93× | 0.00× | ||
| Q3 24 | 2.01× | 0.00× | ||
| Q2 24 | 30.66× | 0.00× | ||
| Q1 24 | — | 0.00× |
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 | $24.1M |
| 自由现金流经营现金流 - 资本支出 | $-264.2M | $17.1M |
| 自由现金流率自由现金流/营收 | -100.1% | 12.0% |
| 资本支出强度资本支出/营收 | 6.3% | 4.9% |
| 现金转化率经营现金流/净利润 | — | 7.53× |
| 过去12个月自由现金流最近4个季度 | $-967.6M | $42.9M |
8季度趋势，按日历期对齐
经营现金流INSMRNGR
| Q4 25 | $-247.6M | $24.1M | ||
| Q3 25 | $-219.8M | $13.6M | ||
| Q2 25 | $-205.6M | $20.7M | ||
| Q1 25 | $-262.1M | $10.6M | ||
| Q4 24 | $-196.0M | $32.7M | ||
| Q3 24 | $-180.9M | $17.7M | ||
| Q2 24 | $-123.0M | $22.1M | ||
| Q1 24 | $-184.0M | $12.0M |
自由现金流INSMRNGR
| Q4 25 | $-264.2M | $17.1M | ||
| Q3 25 | $-222.2M | $8.0M | ||
| Q2 25 | $-209.1M | $14.4M | ||
| Q1 25 | $-272.2M | $3.4M | ||
| Q4 24 | $-202.8M | $27.3M | ||
| Q3 24 | $-184.6M | $10.8M | ||
| Q2 24 | $-129.7M | $6.8M | ||
| Q1 24 | $-188.7M | $5.5M |
自由现金流率INSMRNGR
| Q4 25 | -100.1% | 12.0% | ||
| Q3 25 | -156.1% | 6.2% | ||
| Q2 25 | -194.6% | 10.2% | ||
| Q1 25 | -293.2% | 2.5% | ||
| Q4 24 | -194.1% | 19.1% | ||
| Q3 24 | -197.6% | 7.1% | ||
| Q2 24 | -143.6% | 4.9% | ||
| Q1 24 | -250.0% | 4.0% |
资本支出强度INSMRNGR
| Q4 25 | 6.3% | 4.9% | ||
| Q3 25 | 1.7% | 4.3% | ||
| Q2 25 | 3.2% | 4.5% | ||
| Q1 25 | 10.8% | 5.3% | ||
| Q4 24 | 6.5% | 3.8% | ||
| Q3 24 | 3.9% | 4.5% | ||
| Q2 24 | 7.5% | 11.1% | ||
| Q1 24 | 6.2% | 4.7% |
现金转化率INSMRNGR
| Q4 25 | — | 7.53× | ||
| Q3 25 | — | 11.33× | ||
| Q2 25 | — | 2.84× | ||
| Q1 25 | — | 17.67× | ||
| Q4 24 | — | 5.64× | ||
| Q3 24 | — | 2.03× | ||
| Q2 24 | — | 4.70× | ||
| 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
RNGR
| High Specification Rigs | $92.3M | 65% |
| Processing Solutions And Ancillary Services | $37.5M | 26% |
| Wireline Services | $12.4M | 9% |
