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Kiniksa Pharmaceuticals International, plc（KNSA）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Kiniksa Pharmaceuticals International, plc的1.0倍（$207.3M vs $202.1M），Kiniksa Pharmaceuticals International, plc净利率更高（7.0% vs -62.0%，领先69.0%），Kiniksa Pharmaceuticals International, plc同比增速更快（65.0% vs 25.9%），Kiniksa Pharmaceuticals International, plc自由现金流更多（$53.3M vs $-100.8M），过去两年Kiniksa Pharmaceuticals International, plc的营收复合增速更高（59.1% vs 38.0%）
Kiniksa Pharmaceuticals International plc是一家全球性生物制药企业，专注于发现、开发和商业化针对自身免疫性疾病、炎症性疾病及罕见病的靶向治疗药物，服务北美、欧洲、亚洲等主要市场的未被满足的临床需求。
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。
KNSA vs RARE — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $202.1M | $207.3M |
| 净利润 | $14.2M | $-128.6M |
| 毛利率 | 89.6% | — |
| 营业利润率 | 9.8% | -54.7% |
| 净利率 | 7.0% | -62.0% |
| 营收同比 | 65.0% | 25.9% |
| 净利润同比 | 259.8% | 3.5% |
| 每股收益（稀释后） | $0.18 | $-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
| Q4 25 | $202.1M | $207.3M | ||
| Q3 25 | $180.9M | $159.9M | ||
| Q2 25 | $156.8M | $166.5M | ||
| Q1 25 | $137.8M | $139.3M | ||
| Q4 24 | $122.5M | $164.6M | ||
| Q3 24 | $112.2M | $139.5M | ||
| Q2 24 | $108.6M | $147.0M | ||
| Q1 24 | $79.9M | $108.8M |
| Q4 25 | $14.2M | $-128.6M | ||
| Q3 25 | $18.4M | $-180.4M | ||
| Q2 25 | $17.8M | $-115.0M | ||
| Q1 25 | $8.5M | $-151.1M | ||
| Q4 24 | $-8.9M | $-133.2M | ||
| Q3 24 | $-12.7M | $-133.5M | ||
| Q2 24 | $-3.9M | $-131.6M | ||
| Q1 24 | $-17.7M | $-170.7M |
| Q4 25 | 89.6% | — | ||
| Q3 25 | 88.8% | — | ||
| Q2 25 | 88.1% | — | ||
| Q1 25 | 87.0% | — | ||
| Q4 24 | 85.4% | — | ||
| Q3 24 | 82.1% | — | ||
| Q2 24 | 88.7% | — | ||
| Q1 24 | 86.7% | — |
| Q4 25 | 9.8% | -54.7% | ||
| Q3 25 | 13.3% | -106.9% | ||
| Q2 25 | 12.9% | -64.8% | ||
| Q1 25 | 9.6% | -102.6% | ||
| Q4 24 | -15.7% | -74.3% | ||
| Q3 24 | -8.6% | -94.6% | ||
| Q2 24 | -0.1% | -79.1% | ||
| Q1 24 | -20.7% | -151.9% |
| Q4 25 | 7.0% | -62.0% | ||
| Q3 25 | 10.2% | -112.8% | ||
| Q2 25 | 11.4% | -69.0% | ||
| Q1 25 | 6.2% | -108.5% | ||
| Q4 24 | -7.3% | -80.9% | ||
| Q3 24 | -11.3% | -95.7% | ||
| Q2 24 | -3.6% | -89.5% | ||
| Q1 24 | -22.2% | -156.8% |
| Q4 25 | $0.18 | $-1.28 | ||
| Q3 25 | $0.23 | $-1.81 | ||
| Q2 25 | $0.23 | $-1.17 | ||
| Q1 25 | $0.11 | $-1.57 | ||
| Q4 24 | $-0.11 | $-1.34 | ||
| Q3 24 | $-0.18 | $-1.40 | ||
| Q2 24 | $-0.06 | $-1.52 | ||
| Q1 24 | $-0.25 | $-2.03 |
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 | $414.1M | $421.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $567.6M | $-80.0M |
| 总资产 | $763.6M | $1.5B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q4 25 | $414.1M | $421.0M | ||
| Q3 25 | $352.1M | $202.5M | ||
| Q2 25 | $307.8M | $176.3M | ||
| Q1 25 | $268.3M | $127.1M | ||
| Q4 24 | $243.6M | $174.0M | ||
| Q3 24 | $223.8M | $150.6M | ||
| Q2 24 | $218.8M | $480.7M | ||
| Q1 24 | $213.6M | $112.3M |
| Q4 25 | $567.6M | $-80.0M | ||
| Q3 25 | $535.4M | $9.2M | ||
| Q2 25 | $495.0M | $151.3M | ||
| Q1 25 | $457.5M | $144.2M | ||
| Q4 24 | $438.4M | $255.0M | ||
| Q3 24 | $437.0M | $346.8M | ||
| Q2 24 | $435.1M | $432.4M | ||
| Q1 24 | $431.9M | $140.3M |
| Q4 25 | $763.6M | $1.5B | ||
| Q3 25 | $712.3M | $1.2B | ||
| Q2 25 | $661.1M | $1.3B | ||
| Q1 25 | $599.3M | $1.3B | ||
| Q4 24 | $580.6M | $1.5B | ||
| Q3 24 | $555.3M | $1.5B | ||
| Q2 24 | $542.4M | $1.6B | ||
| Q1 24 | $519.7M | $1.3B |
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 | $53.9M | $-99.8M |
| 自由现金流经营现金流 - 资本支出 | $53.3M | $-100.8M |
| 自由现金流率自由现金流/营收 | 26.4% | -48.6% |
| 资本支出强度资本支出/营收 | 0.3% | 0.5% |
| 现金转化率经营现金流/净利润 | 3.80× | — |
| 过去12个月自由现金流最近4个季度 | $136.4M | $-472.0M |
8季度趋势，按日历期对齐
| Q4 25 | $53.9M | $-99.8M | ||
| Q3 25 | $33.7M | $-91.4M | ||
| Q2 25 | $28.1M | $-108.3M | ||
| Q1 25 | $22.3M | $-166.5M | ||
| Q4 24 | $18.8M | $-79.3M | ||
| Q3 24 | $-2.2M | $-67.0M | ||
| Q2 24 | $5.2M | $-77.0M | ||
| Q1 24 | $4.0M | $-190.7M |
| Q4 25 | $53.3M | $-100.8M | ||
| Q3 25 | $33.0M | $-92.7M | ||
| Q2 25 | $27.9M | $-110.7M | ||
| Q1 25 | $22.2M | $-167.8M | ||
| Q4 24 | $18.6M | $-79.5M | ||
| Q3 24 | — | $-68.6M | ||
| Q2 24 | — | $-79.0M | ||
| Q1 24 | $3.9M | $-193.9M |
| Q4 25 | 26.4% | -48.6% | ||
| Q3 25 | 18.2% | -58.0% | ||
| Q2 25 | 17.8% | -66.5% | ||
| Q1 25 | 16.1% | -120.5% | ||
| Q4 24 | 15.2% | -48.3% | ||
| Q3 24 | — | -49.2% | ||
| Q2 24 | — | -53.7% | ||
| Q1 24 | 4.9% | -178.2% |
| Q4 25 | 0.3% | 0.5% | ||
| Q3 25 | 0.4% | 0.8% | ||
| Q2 25 | 0.1% | 1.5% | ||
| Q1 25 | 0.1% | 1.0% | ||
| Q4 24 | 0.2% | 0.1% | ||
| Q3 24 | 0.0% | 1.2% | ||
| Q2 24 | 0.0% | 1.4% | ||
| Q1 24 | 0.1% | 3.0% |
| Q4 25 | 3.80× | — | ||
| Q3 25 | 1.83× | — | ||
| Q2 25 | 1.58× | — | ||
| Q1 25 | 2.61× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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
KNSA
暂无分部数据
RARE
| Royalty | $105.6M | 51% |
| Products | $101.7M | 49% |
