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JAKKS PACIFIC INC（JAKK）与PUMA BIOTECHNOLOGY, INC.（PBYI）财务数据对比。点击上方公司名可切换其他公司
JAKKS PACIFIC INC的季度营收约是PUMA BIOTECHNOLOGY, INC.的1.4倍（$106.7M vs $75.5M），PUMA BIOTECHNOLOGY, INC.同比增速更快（27.7% vs -5.8%），过去两年PUMA BIOTECHNOLOGY, INC.的营收复合增速更高（31.3% vs -15.3%）
杰克太平洋（JAKKS PACIFIC INC）是1995年1月成立的美国玩具制造商，最为人熟知的业务是生产品牌授权的可动人偶、玩具套装、玩偶、毛绒玩具和换装套装，另外该企业在2000年代推出的即插即用电视游戏机系列也广受消费者欢迎。
彪马生物技术是一家公开上市的生物制药企业，总部位于美国加利福尼亚州洛杉矶，专注于创新药物研发相关业务，在生物制药领域开展研发与商业化运营。
JAKK vs PBYI — 直观对比
营收规模更大
JAKK
是对方的1.4倍
$75.5M
营收增速更快
PBYI
高出33.5%
-5.8%
两年增速更快
PBYI
近两年复合增速
-15.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $106.7M | $75.5M |
| 净利润 | $80.0K | — |
| 毛利率 | 33.4% | 69.3% |
| 营业利润率 | — | 22.7% |
| 净利率 | 0.1% | — |
| 营收同比 | -5.8% | 27.7% |
| 净利润同比 | — | — |
| 每股收益（稀释后） | — | $0.26 |
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JAKKPBYI
| Q1 26 | $106.7M | — | ||
| Q4 25 | $127.1M | $75.5M | ||
| Q3 25 | $211.2M | $54.5M | ||
| Q2 25 | $119.1M | $52.4M | ||
| Q1 25 | $113.3M | $46.0M | ||
| Q4 24 | $130.7M | $59.1M | ||
| Q3 24 | $321.6M | $80.5M | ||
| Q2 24 | $148.6M | $47.1M |
净利润JAKKPBYI
| Q1 26 | $80.0K | — | ||
| Q4 25 | $-5.3M | — | ||
| Q3 25 | $19.9M | $8.8M | ||
| Q2 25 | $-2.3M | $5.9M | ||
| Q1 25 | $-2.4M | $3.0M | ||
| Q4 24 | $-9.1M | — | ||
| Q3 24 | $52.3M | $20.3M | ||
| Q2 24 | $5.3M | $-4.5M |
毛利率JAKKPBYI
| Q1 26 | 33.4% | — | ||
| Q4 25 | 31.0% | 69.3% | ||
| Q3 25 | 32.0% | 77.7% | ||
| Q2 25 | 32.8% | 76.5% | ||
| Q1 25 | 34.4% | 77.1% | ||
| Q4 24 | 27.2% | 76.4% | ||
| Q3 24 | 33.8% | 63.9% | ||
| Q2 24 | 32.0% | 77.4% |
营业利润率JAKKPBYI
| Q1 26 | — | — | ||
| Q4 25 | -6.8% | 22.7% | ||
| Q3 25 | 13.9% | 17.6% | ||
| Q2 25 | -2.3% | 12.7% | ||
| Q1 25 | -3.3% | 8.7% | ||
| Q4 24 | -11.3% | 22.6% | ||
| Q3 24 | 21.2% | 27.4% | ||
| Q2 24 | 5.1% | -4.6% |
净利率JAKKPBYI
| Q1 26 | 0.1% | — | ||
| Q4 25 | -4.2% | — | ||
| Q3 25 | 9.4% | 16.2% | ||
| Q2 25 | -1.9% | 11.2% | ||
| Q1 25 | -2.1% | 6.5% | ||
| Q4 24 | -7.0% | — | ||
| Q3 24 | 16.3% | 25.2% | ||
| Q2 24 | 3.5% | -9.6% |
每股收益（稀释后）JAKKPBYI
| Q1 26 | — | — | ||
| Q4 25 | $-0.46 | $0.26 | ||
| Q3 25 | $1.74 | $0.17 | ||
| Q2 25 | $-0.21 | $0.12 | ||
| Q1 25 | $-0.21 | $0.06 | ||
| Q4 24 | $-0.70 | $0.40 | ||
| Q3 24 | $4.64 | $0.41 | ||
| Q2 24 | $0.47 | $-0.09 |
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 | $62.8M | $97.5M |
| 总债务越低越好 | — | $22.7M |
| 股东权益账面价值 | $242.0M | $130.3M |
| 总资产 | $400.4M | $216.3M |
| 负债/权益比越低杠杆越低 | — | 0.17× |
8季度趋势，按日历期对齐
现金及短期投资JAKKPBYI
| Q1 26 | $62.8M | — | ||
| Q4 25 | $52.2M | $97.5M | ||
| Q3 25 | $25.9M | $94.4M | ||
| Q2 25 | $38.2M | $96.0M | ||
| Q1 25 | $59.2M | $93.2M | ||
| Q4 24 | $69.9M | $101.0M | ||
| Q3 24 | $22.1M | $96.7M | ||
| Q2 24 | $17.7M | $96.8M |
总债务JAKKPBYI
| Q1 26 | — | — | ||
| Q4 25 | — | $22.7M | ||
| Q3 25 | — | $34.0M | ||
| Q2 25 | — | $45.3M | ||
| Q1 25 | — | $56.7M | ||
| Q4 24 | — | $68.0M | ||
| Q3 24 | — | $79.3M | ||
| Q2 24 | — | $90.7M |
股东权益JAKKPBYI
| Q1 26 | $242.0M | — | ||
| Q4 25 | $249.1M | $130.3M | ||
| Q3 25 | $255.9M | $115.3M | ||
| Q2 25 | $236.2M | $104.7M | ||
| Q1 25 | $234.5M | $97.1M | ||
| Q4 24 | $240.3M | $92.1M | ||
| Q3 24 | $249.6M | $71.1M | ||
| Q2 24 | $195.4M | $48.5M |
总资产JAKKPBYI
| Q1 26 | $400.4M | — | ||
| Q4 25 | $442.2M | $216.3M | ||
| Q3 25 | $485.3M | $202.9M | ||
| Q2 25 | $438.7M | $194.9M | ||
| Q1 25 | $405.9M | $196.2M | ||
| Q4 24 | $444.9M | $213.3M | ||
| Q3 24 | $523.9M | $220.7M | ||
| Q2 24 | $378.3M | $205.0M |
负债/权益比JAKKPBYI
| Q1 26 | — | — | ||
| Q4 25 | — | 0.17× | ||
| Q3 25 | — | 0.30× | ||
| Q2 25 | — | 0.43× | ||
| Q1 25 | — | 0.58× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 1.12× | ||
| Q2 24 | — | 1.87× |
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 | — | $14.4M |
| 自由现金流经营现金流 - 资本支出 | — | $14.4M |
| 自由现金流率自由现金流/营收 | — | 19.1% |
| 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 | — | $41.7M |
8季度趋势，按日历期对齐
经营现金流JAKKPBYI
| Q1 26 | — | — | ||
| Q4 25 | $33.2M | $14.4M | ||
| Q3 25 | $-8.8M | $9.7M | ||
| Q2 25 | $-14.2M | $14.1M | ||
| Q1 25 | $-1.7M | $3.6M | ||
| Q4 24 | $54.1M | $15.6M | ||
| Q3 24 | $12.5M | $11.0M | ||
| Q2 24 | $-14.8M | $1.0M |
自由现金流JAKKPBYI
| Q1 26 | — | — | ||
| Q4 25 | $31.5M | $14.4M | ||
| Q3 25 | $-12.2M | $9.7M | ||
| Q2 25 | $-16.6M | $14.1M | ||
| Q1 25 | $-3.8M | $3.6M | ||
| Q4 24 | $50.2M | $15.6M | ||
| Q3 24 | $9.8M | $11.0M | ||
| Q2 24 | $-17.2M | $1.0M |
自由现金流率JAKKPBYI
| Q1 26 | — | — | ||
| Q4 25 | 24.8% | 19.1% | ||
| Q3 25 | -5.8% | 17.7% | ||
| Q2 25 | -14.0% | 26.8% | ||
| Q1 25 | -3.3% | 7.7% | ||
| Q4 24 | 38.4% | 26.4% | ||
| Q3 24 | 3.0% | 13.7% | ||
| Q2 24 | -11.6% | 2.1% |
资本支出强度JAKKPBYI
| Q1 26 | — | — | ||
| Q4 25 | 1.3% | 0.0% | ||
| Q3 25 | 1.6% | 0.0% | ||
| Q2 25 | 2.0% | 0.0% | ||
| Q1 25 | 1.8% | 0.1% | ||
| Q4 24 | 3.0% | 0.0% | ||
| Q3 24 | 0.8% | 0.0% | ||
| Q2 24 | 1.6% | 0.0% |
现金转化率JAKKPBYI
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | -0.44× | 1.10× | ||
| Q2 25 | — | 2.41× | ||
| Q1 25 | — | 1.21× | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.24× | 0.54× | ||
| Q2 24 | -2.81× | — |
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
JAKK
| United States | $74.6M | 70% |
| Europe | $17.4M | 16% |
| Latin America | $7.0M | 7% |
| Canada | $3.0M | 3% |
| Australia & New Zealand | $2.5M | 2% |
| Other | $2.2M | 2% |
PBYI
暂无分部数据
