vs
IRONWOOD PHARMACEUTICALS INC（IRWD）与MP Materials Corp.（MP）财务数据对比。点击上方公司名可切换其他公司
MP Materials Corp.的季度营收约是IRONWOOD PHARMACEUTICALS INC的1.9倍（$90.6M vs $47.7M），IRONWOOD PHARMACEUTICALS INC净利率更高（-4.8% vs -8.8%，领先4.0%），MP Materials Corp.同比增速更快（49.1% vs -47.3%），过去两年MP Materials Corp.的营收复合增速更高（70.3% 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。
MP Materials Corp.是总部位于美国的稀土材料生产商，拥有并运营加利福尼亚州芒廷帕斯矿，这是西半球唯一在产的稀土开采及加工设施，所产核心材料可广泛应用于电动汽车、风力发电机、国防工业等多个关键领域。
IRWD vs MP — 直观对比
营收规模更大
MP
是对方的1.9倍
$47.7M
营收增速更快
MP
高出96.4%
-47.3%
净利率更高
IRWD
高出4.0%
-8.8%
两年增速更快
MP
近两年复合增速
-20.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $47.7M | $90.6M |
| 净利润 | $-2.3M | $-8.0M |
| 毛利率 | — | — |
| 营业利润率 | 14.3% | — |
| 净利率 | -4.8% | -8.8% |
| 营收同比 | -47.3% | 49.1% |
| 净利润同比 | -200.9% | 64.8% |
| 每股收益（稀释后） | $0.01 | $-0.04 |
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IRWDMP
| Q1 26 | — | $90.6M | ||
| Q4 25 | $47.7M | $52.7M | ||
| Q3 25 | $122.1M | $53.6M | ||
| Q2 25 | $85.2M | $57.4M | ||
| Q1 25 | $41.1M | $60.8M | ||
| Q4 24 | $90.5M | $61.0M | ||
| Q3 24 | $91.6M | $62.9M | ||
| Q2 24 | $94.4M | $31.3M |
净利润IRWDMP
| Q1 26 | — | $-8.0M | ||
| Q4 25 | $-2.3M | $9.4M | ||
| Q3 25 | $40.1M | $-41.8M | ||
| Q2 25 | $23.6M | $-30.9M | ||
| Q1 25 | $-37.4M | $-22.6M | ||
| Q4 24 | $2.3M | $-22.3M | ||
| Q3 24 | $3.6M | $-25.5M | ||
| Q2 24 | $-860.0K | $-34.1M |
营业利润率IRWDMP
| Q1 26 | — | — | ||
| Q4 25 | 14.3% | -7.0% | ||
| Q3 25 | 61.8% | -125.2% | ||
| Q2 25 | 53.2% | -76.5% | ||
| Q1 25 | -70.7% | -57.2% | ||
| Q4 24 | 34.8% | -72.1% | ||
| Q3 24 | 28.0% | -62.8% | ||
| Q2 24 | 26.5% | -171.1% |
净利率IRWDMP
| Q1 26 | — | -8.8% | ||
| Q4 25 | -4.8% | 17.9% | ||
| Q3 25 | 32.8% | -78.0% | ||
| Q2 25 | 27.7% | -53.8% | ||
| Q1 25 | -90.9% | -37.2% | ||
| Q4 24 | 2.5% | -36.6% | ||
| Q3 24 | 4.0% | -40.5% | ||
| Q2 24 | -0.9% | -108.9% |
每股收益（稀释后）IRWDMP
| Q1 26 | — | $-0.04 | ||
| Q4 25 | $0.01 | $0.07 | ||
| Q3 25 | $0.23 | $-0.24 | ||
| Q2 25 | $0.14 | $-0.19 | ||
| Q1 25 | $-0.23 | $-0.14 | ||
| Q4 24 | $0.03 | $-0.12 | ||
| Q3 24 | $0.02 | $-0.16 | ||
| Q2 24 | $-0.01 | $-0.21 |
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 | $1.7B |
| 总债务越低越好 | — | $1.0B |
| 股东权益账面价值 | $-261.8M | $2.0B |
| 总资产 | $396.9M | $3.8B |
| 负债/权益比越低杠杆越低 | — | 0.51× |
8季度趋势，按日历期对齐
现金及短期投资IRWDMP
| Q1 26 | — | $1.7B | ||
| Q4 25 | $215.5M | $1.2B | ||
| Q3 25 | $140.4M | $1.1B | ||
| Q2 25 | $92.9M | $261.5M | ||
| Q1 25 | $108.5M | $198.3M | ||
| Q4 24 | $88.6M | $282.4M | ||
| Q3 24 | $88.2M | $284.4M | ||
| Q2 24 | $105.5M | $295.6M |
总债务IRWDMP
| Q1 26 | — | $1.0B | ||
| Q4 25 | — | $998.7M | ||
| Q3 25 | $199.5M | $997.3M | ||
| Q2 25 | $199.3M | $910.8M | ||
| Q1 25 | $199.2M | $909.8M | ||
| Q4 24 | $199.0M | $908.7M | ||
| Q3 24 | $198.8M | — | ||
| Q2 24 | $198.6M | — |
股东权益IRWDMP
| Q1 26 | — | $2.0B | ||
| Q4 25 | $-261.8M | $2.0B | ||
| Q3 25 | $-264.2M | $2.0B | ||
| Q2 25 | $-308.2M | $1.0B | ||
| Q1 25 | $-334.1M | $1.0B | ||
| Q4 24 | $-301.3M | $1.1B | ||
| Q3 24 | $-311.3M | $1.1B | ||
| Q2 24 | $-321.7M | $1.1B |
总资产IRWDMP
| Q1 26 | — | $3.8B | ||
| Q4 25 | $396.9M | $3.9B | ||
| Q3 25 | $396.1M | $3.8B | ||
| Q2 25 | $342.9M | $2.3B | ||
| Q1 25 | $327.2M | $2.4B | ||
| Q4 24 | $350.9M | $2.3B | ||
| Q3 24 | $389.5M | $2.3B | ||
| Q2 24 | $395.6M | $2.4B |
负债/权益比IRWDMP
| Q1 26 | — | 0.51× | ||
| Q4 25 | — | 0.50× | ||
| Q3 25 | — | 0.51× | ||
| Q2 25 | — | 0.90× | ||
| Q1 25 | — | 0.88× | ||
| Q4 24 | — | 0.86× | ||
| 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 | $74.6M | $-1.9M |
| 自由现金流经营现金流 - 资本支出 | $74.6M | — |
| 自由现金流率自由现金流/营收 | 156.3% | — |
| 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 | — | — |
| 过去12个月自由现金流最近4个季度 | $127.0M | — |
8季度趋势，按日历期对齐
经营现金流IRWDMP
| Q1 26 | — | $-1.9M | ||
| Q4 25 | $74.6M | $-46.9M | ||
| Q3 25 | $47.6M | $-42.0M | ||
| Q2 25 | $-15.1M | $-3.7M | ||
| Q1 25 | $20.0M | $-63.2M | ||
| Q4 24 | $15.2M | $30.5M | ||
| Q3 24 | $9.9M | $-6.8M | ||
| Q2 24 | $33.5M | $30.8M |
自由现金流IRWDMP
| Q1 26 | — | — | ||
| Q4 25 | $74.6M | $-109.3M | ||
| Q3 25 | $47.6M | $-92.5M | ||
| Q2 25 | $-15.1M | $-32.7M | ||
| Q1 25 | $19.9M | $-93.7M | ||
| Q4 24 | — | $-11.2M | ||
| Q3 24 | $9.9M | $-53.3M | ||
| Q2 24 | $33.4M | $-15.6M |
自由现金流率IRWDMP
| Q1 26 | — | — | ||
| Q4 25 | 156.3% | -207.4% | ||
| Q3 25 | 39.0% | -172.8% | ||
| Q2 25 | -17.7% | -56.9% | ||
| Q1 25 | 48.4% | -154.0% | ||
| Q4 24 | — | -18.3% | ||
| Q3 24 | 10.8% | -84.7% | ||
| Q2 24 | 35.4% | -50.1% |
资本支出强度IRWDMP
| Q1 26 | — | — | ||
| Q4 25 | 0.0% | 118.5% | ||
| Q3 25 | 0.0% | 94.3% | ||
| Q2 25 | 0.0% | 50.5% | ||
| Q1 25 | 0.1% | 50.1% | ||
| Q4 24 | 0.0% | 68.3% | ||
| Q3 24 | 0.0% | 73.8% | ||
| Q2 24 | 0.1% | 148.7% |
现金转化率IRWDMP
| Q1 26 | — | — | ||
| Q4 25 | — | -4.97× | ||
| Q3 25 | 1.19× | — | ||
| Q2 25 | -0.64× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 6.74× | — | ||
| Q3 24 | 2.71× | — | ||
| 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
MP
| Materials Segment | $72.2M | 80% |
| Magnetics Segment | $21.1M | 23% |
