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IRONWOOD PHARMACEUTICALS INC（IRWD）与LandBridge Co LLC（LB）财务数据对比。点击上方公司名可切换其他公司
LandBridge Co LLC的季度营收约是IRONWOOD PHARMACEUTICALS INC的1.1倍（$51.0M vs $47.7M），LandBridge Co LLC净利率更高（35.0% vs -4.8%，领先39.8%），LandBridge Co LLC同比增速更快（16.0% vs -47.3%），IRONWOOD PHARMACEUTICALS INC自由现金流更多（$74.6M vs $40.9M），过去两年LandBridge Co LLC的营收复合增速更高（40.2% vs -20.2%）
Ironwood制药公司是一家上市制药企业，其前身为Microbia公司，专注于制药领域相关业务研发与运营，面向市场开发各类创新医药产品，满足未被充分满足的临床医疗需求。
IRWD vs LB — 直观对比
营收规模更大
LB
是对方的1.1倍
$47.7M
营收增速更快
LB
高出63.4%
-47.3%
净利率更高
LB
高出39.8%
-4.8%
自由现金流更多
IRWD
多$33.6M
$40.9M
两年增速更快
LB
近两年复合增速
-20.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $47.7M | $51.0M |
| 净利润 | $-2.3M | $17.9M |
| 毛利率 | — | — |
| 营业利润率 | 14.3% | 57.2% |
| 净利率 | -4.8% | 35.0% |
| 营收同比 | -47.3% | 16.0% |
| 净利润同比 | -200.9% | 15.6% |
| 每股收益（稀释后） | $0.01 | — |
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IRWDLB
| Q1 26 | — | $51.0M | ||
| Q4 25 | $47.7M | $56.8M | ||
| Q3 25 | $122.1M | $50.8M | ||
| Q2 25 | $85.2M | $47.5M | ||
| Q1 25 | $41.1M | $44.0M | ||
| Q4 24 | $90.5M | $36.5M | ||
| Q3 24 | $91.6M | $28.5M | ||
| Q2 24 | $94.4M | $26.0M |
净利润IRWDLB
| Q1 26 | — | $17.9M | ||
| Q4 25 | $-2.3M | $8.1M | ||
| Q3 25 | $40.1M | $8.1M | ||
| Q2 25 | $23.6M | $7.5M | ||
| Q1 25 | $-37.4M | $6.5M | ||
| Q4 24 | $2.3M | $49.3M | ||
| Q3 24 | $3.6M | $2.7M | ||
| Q2 24 | $-860.0K | $-57.7M |
营业利润率IRWDLB
| Q1 26 | — | 57.2% | ||
| Q4 25 | 14.3% | 60.0% | ||
| Q3 25 | 61.8% | 60.8% | ||
| Q2 25 | 53.2% | 60.0% | ||
| Q1 25 | -70.7% | 57.0% | ||
| Q4 24 | 34.8% | 49.4% | ||
| Q3 24 | 28.0% | 11.2% | ||
| Q2 24 | 26.5% | -197.4% |
净利率IRWDLB
| Q1 26 | — | 35.0% | ||
| Q4 25 | -4.8% | 14.2% | ||
| Q3 25 | 32.8% | 15.9% | ||
| Q2 25 | 27.7% | 15.8% | ||
| Q1 25 | -90.9% | 14.7% | ||
| Q4 24 | 2.5% | 135.2% | ||
| Q3 24 | 4.0% | 9.3% | ||
| Q2 24 | -0.9% | -222.1% |
每股收益（稀释后）IRWDLB
| Q1 26 | — | — | ||
| Q4 25 | $0.01 | $0.24 | ||
| Q3 25 | $0.23 | $0.26 | ||
| Q2 25 | $0.14 | $0.24 | ||
| Q1 25 | $-0.23 | $0.20 | ||
| Q4 24 | $0.03 | — | ||
| Q3 24 | $0.02 | $-0.04 | ||
| Q2 24 | $-0.01 | — |
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 | $215.5M | $29.7M |
| 总债务越低越好 | — | $433.0K |
| 股东权益账面价值 | $-261.8M | — |
| 总资产 | $396.9M | $1.4B |
| 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IRWDLB
| Q1 26 | — | $29.7M | ||
| Q4 25 | $215.5M | $30.7M | ||
| Q3 25 | $140.4M | $28.3M | ||
| Q2 25 | $92.9M | $20.3M | ||
| Q1 25 | $108.5M | $14.9M | ||
| Q4 24 | $88.6M | $37.0M | ||
| Q3 24 | $88.2M | $14.4M | ||
| Q2 24 | $105.5M | $24.6M |
总债务IRWDLB
| Q1 26 | — | $433.0K | ||
| Q4 25 | — | $570.7M | ||
| Q3 25 | $199.5M | $366.1M | ||
| Q2 25 | $199.3M | $370.9M | ||
| Q1 25 | $199.2M | $375.5M | ||
| Q4 24 | $199.0M | $385.5M | ||
| Q3 24 | $198.8M | $242.4M | ||
| Q2 24 | $198.6M | $360.8M |
股东权益IRWDLB
| Q1 26 | — | — | ||
| Q4 25 | $-261.8M | $340.3M | ||
| Q3 25 | $-264.2M | $272.0M | ||
| Q2 25 | $-308.2M | $266.4M | ||
| Q1 25 | $-334.1M | $217.0M | ||
| Q4 24 | $-301.3M | $211.8M | ||
| Q3 24 | $-311.3M | $97.2M | ||
| Q2 24 | $-321.7M | $296.4M |
总资产IRWDLB
| Q1 26 | — | $1.4B | ||
| Q4 25 | $396.9M | $1.4B | ||
| Q3 25 | $396.1M | $1.1B | ||
| Q2 25 | $342.9M | $1.1B | ||
| Q1 25 | $327.2M | $1.0B | ||
| Q4 24 | $350.9M | $1.0B | ||
| Q3 24 | $389.5M | $689.9M | ||
| Q2 24 | $395.6M | $710.5M |
负债/权益比IRWDLB
| Q1 26 | — | — | ||
| Q4 25 | — | 1.68× | ||
| Q3 25 | — | 1.35× | ||
| Q2 25 | — | 1.39× | ||
| Q1 25 | — | 1.73× | ||
| Q4 24 | — | 1.82× | ||
| Q3 24 | — | 2.49× | ||
| Q2 24 | — | 1.22× |
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 | $74.6M | $41.1M |
| 自由现金流经营现金流 - 资本支出 | $74.6M | $40.9M |
| 自由现金流率自由现金流/营收 | 156.3% | 80.3% |
| 资本支出强度资本支出/营收 | 0.0% | — |
| 现金转化率经营现金流/净利润 | — | 2.30× |
| 过去12个月自由现金流最近4个季度 | $127.0M | $232.8M |
8季度趋势，按日历期对齐
经营现金流IRWDLB
| Q1 26 | — | $41.1M | ||
| Q4 25 | $74.6M | $126.3M | ||
| Q3 25 | $47.6M | $34.9M | ||
| Q2 25 | $-15.1M | $37.3M | ||
| Q1 25 | $20.0M | $15.9M | ||
| Q4 24 | $15.2M | $67.6M | ||
| Q3 24 | $9.9M | $7.5M | ||
| Q2 24 | $33.5M | $16.0M |
自由现金流IRWDLB
| Q1 26 | — | $40.9M | ||
| Q4 25 | $74.6M | $122.0M | ||
| Q3 25 | $47.6M | $33.7M | ||
| Q2 25 | $-15.1M | $36.1M | ||
| Q1 25 | $19.9M | $15.8M | ||
| Q4 24 | — | $66.7M | ||
| Q3 24 | $9.9M | $7.1M | ||
| Q2 24 | $33.4M | $15.7M |
自由现金流率IRWDLB
| Q1 26 | — | 80.3% | ||
| Q4 25 | 156.3% | 214.9% | ||
| Q3 25 | 39.0% | 66.3% | ||
| Q2 25 | -17.7% | 75.9% | ||
| Q1 25 | 48.4% | 36.0% | ||
| Q4 24 | — | 182.6% | ||
| Q3 24 | 10.8% | 25.1% | ||
| Q2 24 | 35.4% | 60.4% |
资本支出强度IRWDLB
| Q1 26 | — | — | ||
| Q4 25 | 0.0% | 7.5% | ||
| Q3 25 | 0.0% | 2.3% | ||
| Q2 25 | 0.0% | 2.6% | ||
| Q1 25 | 0.1% | 0.2% | ||
| Q4 24 | 0.0% | 2.7% | ||
| Q3 24 | 0.0% | 1.1% | ||
| Q2 24 | 0.1% | 1.4% |
现金转化率IRWDLB
| Q1 26 | — | 2.30× | ||
| Q4 25 | — | 15.68× | ||
| Q3 25 | 1.19× | 4.31× | ||
| Q2 25 | -0.64× | 4.98× | ||
| Q1 25 | — | 2.46× | ||
| Q4 24 | 6.74× | 1.37× | ||
| Q3 24 | 2.71× | 2.80× | ||
| 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
IRWD
暂无分部数据
LB
| Other | $14.2M | 28% |
| Easements and other surface-related revenues | $11.6M | 23% |
| Surface use royalties - related party | $11.0M | 22% |
| Resource sales | $5.2M | 10% |
| Resource royalties | $4.3M | 8% |
| Easements and other surface-related revenues - related party | $3.2M | 6% |
| Resource royalties - related party | $1.3M | 2% |
| Resource sales - related party | $205.0K | 0% |
