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JAKKS PACIFIC INC（JAKK）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
Ultragenyx Pharmaceutical Inc.的季度营收约是JAKKS PACIFIC INC的1.9倍（$207.3M vs $106.7M），JAKKS PACIFIC INC净利率更高（0.1% vs -62.0%，领先62.1%），Ultragenyx Pharmaceutical Inc.同比增速更快（25.9% vs -5.8%），过去两年Ultragenyx Pharmaceutical Inc.的营收复合增速更高（38.0% 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。
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。
JAKK vs RARE — 直观对比
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $106.7M | $207.3M |
| 净利润 | $80.0K | $-128.6M |
| 毛利率 | 33.4% | — |
| 营业利润率 | — | -54.7% |
| 净利率 | 0.1% | -62.0% |
| 营收同比 | -5.8% | 25.9% |
| 净利润同比 | — | 3.5% |
| 每股收益（稀释后） | — | $-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 | $106.7M | — | ||
| Q4 25 | $127.1M | $207.3M | ||
| Q3 25 | $211.2M | $159.9M | ||
| Q2 25 | $119.1M | $166.5M | ||
| Q1 25 | $113.3M | $139.3M | ||
| Q4 24 | $130.7M | $164.6M | ||
| Q3 24 | $321.6M | $139.5M | ||
| Q2 24 | $148.6M | $147.0M |
| Q1 26 | $80.0K | — | ||
| Q4 25 | $-5.3M | $-128.6M | ||
| Q3 25 | $19.9M | $-180.4M | ||
| Q2 25 | $-2.3M | $-115.0M | ||
| Q1 25 | $-2.4M | $-151.1M | ||
| Q4 24 | $-9.1M | $-133.2M | ||
| Q3 24 | $52.3M | $-133.5M | ||
| Q2 24 | $5.3M | $-131.6M |
| Q1 26 | 33.4% | — | ||
| Q4 25 | 31.0% | — | ||
| Q3 25 | 32.0% | — | ||
| Q2 25 | 32.8% | — | ||
| Q1 25 | 34.4% | — | ||
| Q4 24 | 27.2% | — | ||
| Q3 24 | 33.8% | — | ||
| Q2 24 | 32.0% | — |
| Q1 26 | — | — | ||
| Q4 25 | -6.8% | -54.7% | ||
| Q3 25 | 13.9% | -106.9% | ||
| Q2 25 | -2.3% | -64.8% | ||
| Q1 25 | -3.3% | -102.6% | ||
| Q4 24 | -11.3% | -74.3% | ||
| Q3 24 | 21.2% | -94.6% | ||
| Q2 24 | 5.1% | -79.1% |
| Q1 26 | 0.1% | — | ||
| Q4 25 | -4.2% | -62.0% | ||
| Q3 25 | 9.4% | -112.8% | ||
| Q2 25 | -1.9% | -69.0% | ||
| Q1 25 | -2.1% | -108.5% | ||
| Q4 24 | -7.0% | -80.9% | ||
| Q3 24 | 16.3% | -95.7% | ||
| Q2 24 | 3.5% | -89.5% |
| Q1 26 | — | — | ||
| Q4 25 | $-0.46 | $-1.28 | ||
| Q3 25 | $1.74 | $-1.81 | ||
| Q2 25 | $-0.21 | $-1.17 | ||
| Q1 25 | $-0.21 | $-1.57 | ||
| Q4 24 | $-0.70 | $-1.34 | ||
| Q3 24 | $4.64 | $-1.40 | ||
| Q2 24 | $0.47 | $-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 | $62.8M | $421.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $242.0M | $-80.0M |
| 总资产 | $400.4M | $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 | $62.8M | — | ||
| Q4 25 | $52.2M | $421.0M | ||
| Q3 25 | $25.9M | $202.5M | ||
| Q2 25 | $38.2M | $176.3M | ||
| Q1 25 | $59.2M | $127.1M | ||
| Q4 24 | $69.9M | $174.0M | ||
| Q3 24 | $22.1M | $150.6M | ||
| Q2 24 | $17.7M | $480.7M |
| Q1 26 | $242.0M | — | ||
| Q4 25 | $249.1M | $-80.0M | ||
| Q3 25 | $255.9M | $9.2M | ||
| Q2 25 | $236.2M | $151.3M | ||
| Q1 25 | $234.5M | $144.2M | ||
| Q4 24 | $240.3M | $255.0M | ||
| Q3 24 | $249.6M | $346.8M | ||
| Q2 24 | $195.4M | $432.4M |
| Q1 26 | $400.4M | — | ||
| Q4 25 | $442.2M | $1.5B | ||
| Q3 25 | $485.3M | $1.2B | ||
| Q2 25 | $438.7M | $1.3B | ||
| Q1 25 | $405.9M | $1.3B | ||
| Q4 24 | $444.9M | $1.5B | ||
| Q3 24 | $523.9M | $1.5B | ||
| Q2 24 | $378.3M | $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 | — | $-99.8M |
| 自由现金流经营现金流 - 资本支出 | — | $-100.8M |
| 自由现金流率自由现金流/营收 | — | -48.6% |
| 资本支出强度资本支出/营收 | — | 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 | — | $-472.0M |
8季度趋势，按日历期对齐
| Q1 26 | — | — | ||
| Q4 25 | $33.2M | $-99.8M | ||
| Q3 25 | $-8.8M | $-91.4M | ||
| Q2 25 | $-14.2M | $-108.3M | ||
| Q1 25 | $-1.7M | $-166.5M | ||
| Q4 24 | $54.1M | $-79.3M | ||
| Q3 24 | $12.5M | $-67.0M | ||
| Q2 24 | $-14.8M | $-77.0M |
| Q1 26 | — | — | ||
| Q4 25 | $31.5M | $-100.8M | ||
| Q3 25 | $-12.2M | $-92.7M | ||
| Q2 25 | $-16.6M | $-110.7M | ||
| Q1 25 | $-3.8M | $-167.8M | ||
| Q4 24 | $50.2M | $-79.5M | ||
| Q3 24 | $9.8M | $-68.6M | ||
| Q2 24 | $-17.2M | $-79.0M |
| Q1 26 | — | — | ||
| Q4 25 | 24.8% | -48.6% | ||
| Q3 25 | -5.8% | -58.0% | ||
| Q2 25 | -14.0% | -66.5% | ||
| Q1 25 | -3.3% | -120.5% | ||
| Q4 24 | 38.4% | -48.3% | ||
| Q3 24 | 3.0% | -49.2% | ||
| Q2 24 | -11.6% | -53.7% |
| Q1 26 | — | — | ||
| Q4 25 | 1.3% | 0.5% | ||
| Q3 25 | 1.6% | 0.8% | ||
| Q2 25 | 2.0% | 1.5% | ||
| Q1 25 | 1.8% | 1.0% | ||
| Q4 24 | 3.0% | 0.1% | ||
| Q3 24 | 0.8% | 1.2% | ||
| Q2 24 | 1.6% | 1.4% |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | -0.44× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.24× | — | ||
| 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% |
RARE
| Royalty | $105.6M | 51% |
| Products | $101.7M | 49% |
