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楼氏电子（KN）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.的季度营收约是楼氏电子的1.4倍（$207.3M vs $153.1M），楼氏电子净利率更高（6.3% vs -62.0%，领先68.4%），Ultragenyx Pharmaceutical Inc.同比增速更快（25.9% vs 22.7%），楼氏电子自由现金流更多（$-3.1M vs $-100.8M），过去两年Ultragenyx Pharmaceutical Inc.的营收复合增速更高（38.0% vs -13.5%）
楼氏电子是全球领先的微声学、音频处理及精密元件解决方案供应商，产品涵盖MEMS麦克风、平衡电枢扬声器、助听器组件、边缘音频处理芯片等，服务消费电子、汽车、医疗科技、工业等核心领域的全球客户。
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。
KN vs RARE — 直观对比
营收规模更大
RARE
是对方的1.4倍
$153.1M
营收增速更快
RARE
高出3.2%
22.7%
净利率更高
KN
高出68.4%
-62.0%
自由现金流更多
KN
多$97.7M
$-100.8M
两年增速更快
RARE
近两年复合增速
-13.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $153.1M | $207.3M |
| 净利润 | $9.7M | $-128.6M |
| 毛利率 | 43.8% | — |
| 营业利润率 | 10.4% | -54.7% |
| 净利率 | 6.3% | -62.0% |
| 营收同比 | 22.7% | 25.9% |
| 净利润同比 | 585.0% | 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
营收KNRARE
| Q1 26 | $153.1M | — | ||
| Q4 25 | $162.2M | $207.3M | ||
| Q3 25 | $152.9M | $159.9M | ||
| Q2 25 | $145.9M | $166.5M | ||
| Q1 25 | $132.2M | $139.3M | ||
| Q4 24 | $142.5M | $164.6M | ||
| Q3 24 | $142.5M | $139.5M | ||
| Q2 24 | $204.7M | $147.0M |
净利润KNRARE
| Q1 26 | $9.7M | — | ||
| Q4 25 | $21.0M | $-128.6M | ||
| Q3 25 | $17.4M | $-180.4M | ||
| Q2 25 | $7.8M | $-115.0M | ||
| Q1 25 | $-2.0M | $-151.1M | ||
| Q4 24 | $18.5M | $-133.2M | ||
| Q3 24 | $500.0K | $-133.5M | ||
| Q2 24 | $-259.3M | $-131.6M |
毛利率KNRARE
| Q1 26 | 43.8% | — | ||
| Q4 25 | 44.7% | — | ||
| Q3 25 | 45.7% | — | ||
| Q2 25 | 41.5% | — | ||
| Q1 25 | 40.3% | — | ||
| Q4 24 | 42.7% | — | ||
| Q3 24 | 44.1% | — | ||
| Q2 24 | 28.2% | — |
营业利润率KNRARE
| Q1 26 | 10.4% | — | ||
| Q4 25 | 15.9% | -54.7% | ||
| Q3 25 | 16.9% | -106.9% | ||
| Q2 25 | 10.1% | -64.8% | ||
| Q1 25 | 3.0% | -102.6% | ||
| Q4 24 | 10.8% | -74.3% | ||
| Q3 24 | 13.1% | -94.6% | ||
| Q2 24 | 6.2% | -79.1% |
净利率KNRARE
| Q1 26 | 6.3% | — | ||
| Q4 25 | 12.9% | -62.0% | ||
| Q3 25 | 11.4% | -112.8% | ||
| Q2 25 | 5.3% | -69.0% | ||
| Q1 25 | -1.5% | -108.5% | ||
| Q4 24 | 13.0% | -80.9% | ||
| Q3 24 | 0.4% | -95.7% | ||
| Q2 24 | -126.7% | -89.5% |
每股收益（稀释后）KNRARE
| Q1 26 | $0.13 | — | ||
| Q4 25 | $0.23 | $-1.28 | ||
| Q3 25 | $0.20 | $-1.81 | ||
| Q2 25 | $0.09 | $-1.17 | ||
| Q1 25 | $-0.02 | $-1.57 | ||
| Q4 24 | $0.20 | $-1.34 | ||
| Q3 24 | $0.01 | $-1.40 | ||
| Q2 24 | $-2.88 | $-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 | $41.0M | $421.0M |
| 总债务越低越好 | $131.0M | — |
| 股东权益账面价值 | $780.2M | $-80.0M |
| 总资产 | $1.1B | $1.5B |
| 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KNRARE
| Q1 26 | $41.0M | — | ||
| Q4 25 | $54.2M | $421.0M | ||
| Q3 25 | $92.5M | $202.5M | ||
| Q2 25 | $103.2M | $176.3M | ||
| Q1 25 | $101.9M | $127.1M | ||
| Q4 24 | $130.1M | $174.0M | ||
| Q3 24 | $92.6M | $150.6M | ||
| Q2 24 | $84.0M | $480.7M |
总债务KNRARE
| Q1 26 | $131.0M | — | ||
| Q4 25 | $114.0M | — | ||
| Q3 25 | $176.3M | — | ||
| Q2 25 | $190.0M | — | ||
| Q1 25 | $188.8M | — | ||
| Q4 24 | $202.5M | — | ||
| Q3 24 | $225.0M | — | ||
| Q2 24 | $261.2M | — |
股东权益KNRARE
| Q1 26 | $780.2M | — | ||
| Q4 25 | $775.8M | $-80.0M | ||
| Q3 25 | $751.8M | $9.2M | ||
| Q2 25 | $746.1M | $151.3M | ||
| Q1 25 | $755.8M | $144.2M | ||
| Q4 24 | $756.0M | $255.0M | ||
| Q3 24 | $777.4M | $346.8M | ||
| Q2 24 | $753.0M | $432.4M |
总资产KNRARE
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | $1.5B | ||
| Q3 25 | $1.1B | $1.2B | ||
| Q2 25 | $1.1B | $1.3B | ||
| Q1 25 | $1.1B | $1.3B | ||
| Q4 24 | $1.1B | $1.5B | ||
| Q3 24 | $1.2B | $1.5B | ||
| Q2 24 | $1.2B | $1.6B |
负债/权益比KNRARE
| Q1 26 | 0.17× | — | ||
| Q4 25 | 0.15× | — | ||
| Q3 25 | 0.23× | — | ||
| Q2 25 | 0.25× | — | ||
| Q1 25 | 0.25× | — | ||
| Q4 24 | 0.27× | — | ||
| Q3 24 | 0.29× | — | ||
| Q2 24 | 0.35× | — |
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 | $0 | $-99.8M |
| 自由现金流经营现金流 - 资本支出 | $-3.1M | $-100.8M |
| 自由现金流率自由现金流/营收 | -2.0% | -48.6% |
| 资本支出强度资本支出/营收 | 7.1% | 0.5% |
| 现金转化率经营现金流/净利润 | 0.00× | — |
| 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
经营现金流KNRARE
| Q1 26 | $0 | — | ||
| Q4 25 | — | $-99.8M | ||
| Q3 25 | $29.1M | $-91.4M | ||
| Q2 25 | $36.4M | $-108.3M | ||
| Q1 25 | $1.3M | $-166.5M | ||
| Q4 24 | — | $-79.3M | ||
| Q3 24 | $52.8M | $-67.0M | ||
| Q2 24 | $24.9M | $-77.0M |
自由现金流KNRARE
| Q1 26 | $-3.1M | — | ||
| Q4 25 | — | $-100.8M | ||
| Q3 25 | $21.4M | $-92.7M | ||
| Q2 25 | $31.3M | $-110.7M | ||
| Q1 25 | $-2.7M | $-167.8M | ||
| Q4 24 | — | $-79.5M | ||
| Q3 24 | $49.1M | $-68.6M | ||
| Q2 24 | $21.7M | $-79.0M |
自由现金流率KNRARE
| Q1 26 | -2.0% | — | ||
| Q4 25 | — | -48.6% | ||
| Q3 25 | 14.0% | -58.0% | ||
| Q2 25 | 21.5% | -66.5% | ||
| Q1 25 | -2.0% | -120.5% | ||
| Q4 24 | — | -48.3% | ||
| Q3 24 | 34.5% | -49.2% | ||
| Q2 24 | 10.6% | -53.7% |
资本支出强度KNRARE
| Q1 26 | 7.1% | — | ||
| Q4 25 | 9.4% | 0.5% | ||
| Q3 25 | 5.0% | 0.8% | ||
| Q2 25 | 3.5% | 1.5% | ||
| Q1 25 | 3.0% | 1.0% | ||
| Q4 24 | 2.3% | 0.1% | ||
| Q3 24 | 2.6% | 1.2% | ||
| Q2 24 | 1.6% | 1.4% |
现金转化率KNRARE
| Q1 26 | 0.00× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 1.67× | — | ||
| Q2 25 | 4.67× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 105.60× | — | ||
| 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
KN
暂无分部数据
RARE
| Royalty | $105.6M | 51% |
| Products | $101.7M | 49% |
