vs
null（JACK）与Ultragenyx Pharmaceutical Inc.（RARE）财务数据对比。点击上方公司名可切换其他公司
null的季度营收约是Ultragenyx Pharmaceutical Inc.的1.7倍（$349.5M vs $207.3M），null净利率更高（-0.7% vs -62.0%，领先61.3%），Ultragenyx Pharmaceutical Inc.同比增速更快（25.9% vs -25.5%），null自由现金流更多（$7.3M vs $-100.8M），过去两年Ultragenyx Pharmaceutical Inc.的营收复合增速更高（38.0% vs -18.6%）
杰克盒子是源自美国的连锁快餐品牌，1951年由罗伯特·O·彼得森在加利福尼亚州圣迭戈创立，总部也设于此。品牌目前拥有超过2200家门店，业务主要覆盖美国西海岸，在西海岸以外的多个大都市区域以及关岛也设有门店。2017年12月前该公司曾运营Qdoba墨西哥烧烤连锁品牌，后该品牌被阿波罗全球管理收购。
Ultragenyx Pharmaceutical Inc.是一家总部位于美国的生物制药企业，专注于研发罕见病和超罕见遗传病的创新治疗方案，这类疾病目前大多无获批疗法，存在大量未被满足的临床需求。公司覆盖生物制剂、小分子药物、基因疗法、反义寡核苷酸及mRNA等多种药物技术平台，研发管线涵盖骨骼、内分泌、代谢、肌肉及中枢神经系统疾病领域。
JACK vs RARE — 直观对比
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $349.5M | $207.3M |
| 净利润 | $-2.5M | $-128.6M |
| 毛利率 | — | — |
| 营业利润率 | 13.3% | -54.7% |
| 净利率 | -0.7% | -62.0% |
| 营收同比 | -25.5% | 25.9% |
| 净利润同比 | -107.3% | 3.5% |
| 每股收益（稀释后） | $-0.13 | $-1.28 |
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
| Q1 26 | $349.5M | — | ||
| Q4 25 | — | $207.3M | ||
| Q3 25 | — | $159.9M | ||
| Q2 25 | $336.7M | $166.5M | ||
| Q1 25 | $371.1M | $139.3M | ||
| Q4 24 | — | $164.6M | ||
| Q3 24 | — | $139.5M | ||
| Q2 24 | $365.3M | $147.0M |
| Q1 26 | $-2.5M | — | ||
| Q4 25 | — | $-128.6M | ||
| Q3 25 | — | $-180.4M | ||
| Q2 25 | $-142.2M | $-115.0M | ||
| Q1 25 | $33.7M | $-151.1M | ||
| Q4 24 | — | $-133.2M | ||
| Q3 24 | — | $-133.5M | ||
| Q2 24 | $25.0M | $-131.6M |
| Q1 26 | 13.3% | — | ||
| Q4 25 | — | -54.7% | ||
| Q3 25 | — | -106.9% | ||
| Q2 25 | -46.7% | -64.8% | ||
| Q1 25 | 19.0% | -102.6% | ||
| Q4 24 | — | -74.3% | ||
| Q3 24 | — | -94.6% | ||
| Q2 24 | 14.8% | -79.1% |
| Q1 26 | -0.7% | — | ||
| Q4 25 | — | -62.0% | ||
| Q3 25 | — | -112.8% | ||
| Q2 25 | -42.2% | -69.0% | ||
| Q1 25 | 9.1% | -108.5% | ||
| Q4 24 | — | -80.9% | ||
| Q3 24 | — | -95.7% | ||
| Q2 24 | 6.8% | -89.5% |
| Q1 26 | $-0.13 | — | ||
| Q4 25 | — | $-1.28 | ||
| Q3 25 | — | $-1.81 | ||
| Q2 25 | $-7.47 | $-1.17 | ||
| Q1 25 | $1.75 | $-1.57 | ||
| Q4 24 | — | $-1.34 | ||
| Q3 24 | — | $-1.40 | ||
| Q2 24 | $1.26 | $-1.52 |
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 | — | $421.0M |
| 总债务越低越好 | $1.6B | — |
| 股东权益账面价值 | $-936.0M | $-80.0M |
| 总资产 | $2.0B | $1.5B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q1 26 | — | — | ||
| Q4 25 | — | $421.0M | ||
| Q3 25 | — | $202.5M | ||
| Q2 25 | — | $176.3M | ||
| Q1 25 | — | $127.1M | ||
| Q4 24 | — | $174.0M | ||
| Q3 24 | — | $150.6M | ||
| Q2 24 | — | $480.7M |
| Q1 26 | $1.6B | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $1.7B | — | ||
| Q1 25 | $1.7B | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $1.7B | — |
| Q1 26 | $-936.0M | — | ||
| Q4 25 | — | $-80.0M | ||
| Q3 25 | — | $9.2M | ||
| Q2 25 | $-976.2M | $151.3M | ||
| Q1 25 | $-827.1M | $144.2M | ||
| Q4 24 | — | $255.0M | ||
| Q3 24 | — | $346.8M | ||
| Q2 24 | $-702.6M | $432.4M |
| Q1 26 | $2.0B | — | ||
| Q4 25 | — | $1.5B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | $2.6B | $1.3B | ||
| Q1 25 | $2.8B | $1.3B | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | — | $1.5B | ||
| Q2 24 | $2.9B | $1.6B |
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 | $30.5M | $-99.8M |
| 自由现金流经营现金流 - 资本支出 | $7.3M | $-100.8M |
| 自由现金流率自由现金流/营收 | 2.1% | -48.6% |
| 资本支出强度资本支出/营收 | 6.6% | 0.5% |
| 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 | $34.8M | $-472.0M |
8季度趋势，按日历期对齐
| Q1 26 | $30.5M | — | ||
| Q4 25 | — | $-99.8M | ||
| Q3 25 | — | $-91.4M | ||
| Q2 25 | $-36.8M | $-108.3M | ||
| Q1 25 | $105.7M | $-166.5M | ||
| Q4 24 | — | $-79.3M | ||
| Q3 24 | — | $-67.0M | ||
| Q2 24 | $16.7M | $-77.0M |
| Q1 26 | $7.3M | — | ||
| Q4 25 | — | $-100.8M | ||
| Q3 25 | — | $-92.7M | ||
| Q2 25 | $-63.2M | $-110.7M | ||
| Q1 25 | $84.4M | $-167.8M | ||
| Q4 24 | — | $-79.5M | ||
| Q3 24 | — | $-68.6M | ||
| Q2 24 | $6.4M | $-79.0M |
| Q1 26 | 2.1% | — | ||
| Q4 25 | — | -48.6% | ||
| Q3 25 | — | -58.0% | ||
| Q2 25 | -18.8% | -66.5% | ||
| Q1 25 | 22.7% | -120.5% | ||
| Q4 24 | — | -48.3% | ||
| Q3 24 | — | -49.2% | ||
| Q2 24 | 1.8% | -53.7% |
| Q1 26 | 6.6% | — | ||
| Q4 25 | — | 0.5% | ||
| Q3 25 | — | 0.8% | ||
| Q2 25 | 7.9% | 1.5% | ||
| Q1 25 | 5.7% | 1.0% | ||
| Q4 24 | — | 0.1% | ||
| Q3 24 | — | 1.2% | ||
| Q2 24 | 2.8% | 1.4% |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 3.14× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 0.67× | — |
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
JACK
| Restaurant Sales | $131.9M | 38% |
| Franchise | $97.4M | 28% |
| Royaltyand Other | $58.9M | 17% |
| Advertising | $56.6M | 16% |
| Technology Service | $4.7M | 1% |
| Franchise Fees | $1.7M | 0% |
RARE
| Royalty | $105.6M | 51% |
| Products | $101.7M | 49% |
