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STANDARD BIOTOOLS INC.（LAB）与MBIA INC（MBI）财务数据对比。点击上方公司名可切换其他公司
MBIA INC的季度营收约是STANDARD BIOTOOLS INC.的1.4倍（$28.0M vs $19.6M），STANDARD BIOTOOLS INC.净利率更高（-177.4% vs -182.1%，领先4.7%），STANDARD BIOTOOLS INC.同比增速更快（-11.5% vs -24.3%），过去两年MBIA INC的营收复合增速更高（46.8% vs -12.2%）
Standard BioTools（原Fluidigm公司）是一家美国生命科学工具企业，主营流式细胞术与组织成像分析用质谱流式系统，以及配套的检测试剂盒与试剂，同时供应自动化基因组分析仪器、各类微流控芯片（又称集成流体电路）及配套试剂耗材，全系列产品及应用场景均可提供定制检测方案与相关服务。
MBIA Inc.是一家美国金融服务企业，1973年以市政债券保险协会之名成立，总部位于纽约州帕切斯，是全球规模最大的债券保险公司，截至2015年1月共有约180名员工，深耕债券保险领域多年，在行业内拥有重要影响力。
LAB vs MBI — 直观对比
营收规模更大
MBI
是对方的1.4倍
$19.6M
营收增速更快
LAB
高出12.9%
-24.3%
净利率更高
LAB
高出4.7%
-182.1%
两年增速更快
MBI
近两年复合增速
-12.2%
损益表 — Q3 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $19.6M | $28.0M |
| 净利润 | $-34.7M | $-51.0M |
| 毛利率 | 48.5% | — |
| 营业利润率 | -168.5% | -200.0% |
| 净利率 | -177.4% | -182.1% |
| 营收同比 | -11.5% | -24.3% |
| 净利润同比 | -28.8% | -106.1% |
| 每股收益（稀释后） | $-0.09 | $-1.01 |
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LABMBI
| Q4 25 | — | $28.0M | ||
| Q3 25 | $19.6M | $15.0M | ||
| Q2 25 | $21.8M | $23.0M | ||
| Q1 25 | $40.8M | $14.0M | ||
| Q4 24 | — | $37.0M | ||
| Q3 24 | $22.1M | $29.0M | ||
| Q2 24 | $22.5M | $-37.0M | ||
| Q1 24 | $45.5M | $13.0M |
净利润LABMBI
| Q4 25 | — | $-51.0M | ||
| Q3 25 | $-34.7M | $-8.0M | ||
| Q2 25 | $-33.5M | $-56.0M | ||
| Q1 25 | $-26.0M | $-62.0M | ||
| Q4 24 | — | $831.0M | ||
| Q3 24 | $-26.9M | $-56.0M | ||
| Q2 24 | $-45.7M | $-254.0M | ||
| Q1 24 | $-32.2M | $-86.0M |
毛利率LABMBI
| Q4 25 | — | — | ||
| Q3 25 | 48.5% | — | ||
| Q2 25 | 48.8% | — | ||
| Q1 25 | 48.4% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 54.9% | — | ||
| Q2 24 | 46.1% | — | ||
| Q1 24 | 53.1% | — |
营业利润率LABMBI
| Q4 25 | — | -200.0% | ||
| Q3 25 | -168.5% | -46.7% | ||
| Q2 25 | -118.1% | -243.5% | ||
| Q1 25 | -80.8% | -442.9% | ||
| Q4 24 | — | -135.1% | ||
| Q3 24 | -120.9% | -175.9% | ||
| Q2 24 | -134.5% | 683.8% | ||
| Q1 24 | -132.2% | -669.2% |
净利率LABMBI
| Q4 25 | — | -182.1% | ||
| Q3 25 | -177.4% | -53.3% | ||
| Q2 25 | -153.7% | -243.5% | ||
| Q1 25 | -63.8% | -442.9% | ||
| Q4 24 | — | 2245.9% | ||
| Q3 24 | -122.0% | -193.1% | ||
| Q2 24 | -203.3% | 686.5% | ||
| Q1 24 | -70.6% | -661.5% |
每股收益（稀释后）LABMBI
| Q4 25 | — | $-1.01 | ||
| Q3 25 | $-0.09 | $-0.17 | ||
| Q2 25 | $-0.09 | $-1.12 | ||
| Q1 25 | $-0.07 | $-1.28 | ||
| Q4 24 | — | $-1.07 | ||
| Q3 24 | $-0.07 | $-1.18 | ||
| Q2 24 | $-0.12 | $-5.34 | ||
| Q1 24 | $-0.27 | $-1.84 |
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 | $129.4M | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $399.7M | $-2.2B |
| 总资产 | $539.6M | $2.0B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资LABMBI
| Q4 25 | — | — | ||
| Q3 25 | $129.4M | — | ||
| Q2 25 | $158.6M | — | ||
| Q1 25 | $150.9M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $210.6M | — | ||
| Q2 24 | $269.8M | — | ||
| Q1 24 | $287.1M | — |
总债务LABMBI
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $55.2M | — | ||
| Q2 24 | $55.1M | — | ||
| Q1 24 | $55.0M | — |
股东权益LABMBI
| Q4 25 | — | $-2.2B | ||
| Q3 25 | $399.7M | $-2.2B | ||
| Q2 25 | $424.5M | $-2.2B | ||
| Q1 25 | $454.6M | $-2.1B | ||
| Q4 24 | — | $-2.1B | ||
| Q3 24 | $489.3M | $-2.0B | ||
| Q2 24 | $510.3M | $-2.0B | ||
| Q1 24 | $577.3M | $-1.7B |
总资产LABMBI
| Q4 25 | — | $2.0B | ||
| Q3 25 | $539.6M | $2.1B | ||
| Q2 25 | $557.0M | $2.1B | ||
| Q1 25 | $579.6M | $2.1B | ||
| Q4 24 | — | $2.2B | ||
| Q3 24 | $681.5M | $2.2B | ||
| Q2 24 | $708.7M | $2.3B | ||
| Q1 24 | $777.7M | $2.5B |
负债/权益比LABMBI
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.11× | — | ||
| Q2 24 | 0.11× | — | ||
| Q1 24 | 0.10× | — |
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 | $-22.2M | $38.0M |
| 自由现金流经营现金流 - 资本支出 | $-23.1M | — |
| 自由现金流率自由现金流/营收 | -118.1% | — |
| 资本支出强度资本支出/营收 | 4.5% | — |
| 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 | $-111.1M | — |
8季度趋势，按日历期对齐
经营现金流LABMBI
| Q4 25 | — | $38.0M | ||
| Q3 25 | $-22.2M | $90.0M | ||
| Q2 25 | $-20.7M | $1.0M | ||
| Q1 25 | $-30.3M | $-43.0M | ||
| Q4 24 | — | $-176.0M | ||
| Q3 24 | $-27.9M | $-139.0M | ||
| Q2 24 | $-39.0M | $-10.0M | ||
| Q1 24 | $-62.5M | $-30.0M |
自由现金流LABMBI
| Q4 25 | — | — | ||
| Q3 25 | $-23.1M | — | ||
| Q2 25 | $-22.6M | — | ||
| Q1 25 | $-35.3M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $-30.1M | — | ||
| Q2 24 | $-41.0M | — | ||
| Q1 24 | $-63.3M | — |
自由现金流率LABMBI
| Q4 25 | — | — | ||
| Q3 25 | -118.1% | — | ||
| Q2 25 | -103.6% | — | ||
| Q1 25 | -86.6% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | -136.4% | — | ||
| Q2 24 | -182.2% | — | ||
| Q1 24 | -138.9% | — |
资本支出强度LABMBI
| Q4 25 | — | — | ||
| Q3 25 | 4.5% | — | ||
| Q2 25 | 8.7% | — | ||
| Q1 25 | 12.4% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 10.2% | — | ||
| Q2 24 | 8.6% | — | ||
| Q1 24 | 1.7% | — |
现金转化率LABMBI
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | -0.21× | ||
| 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
LAB
| Consumables | $8.7M | 45% |
| Services And Other Revenue | $5.8M | 29% |
| Instruments | $5.1M | 26% |
MBI
| US Public Finance Insurance | $15.0M | 54% |
| Corporate Operations | $7.0M | 25% |
| International And Structured Finance Insurance | $5.0M | 18% |
| Other | $1.0M | 4% |
