vs
LandBridge Co LLC(LB)与RECURSION PHARMACEUTICALS, INC.(RXRX)财务数据对比。点击上方公司名可切换其他公司
LandBridge Co LLC的季度营收约是RECURSION PHARMACEUTICALS, INC.的1.6倍($56.8M vs $35.5M),LandBridge Co LLC净利率更高(14.2% vs -304.2%,领先318.4%),RECURSION PHARMACEUTICALS, INC.同比增速更快(681.7% vs 55.6%),LandBridge Co LLC自由现金流更多($122.0M vs $-47.3M),过去两年LandBridge Co LLC的营收复合增速更高(72.8% vs 60.5%)
Recursion Pharmaceuticals是一家临床阶段生物技术企业,依托人工智能技术和高通量生物实验体系,开发针对罕见病、肿瘤、炎症性疾病等领域未满足医疗需求的创新疗法,核心市场覆盖北美,与全球多家生物制药企业合作推进在研管线落地。
LB vs RXRX — 直观对比
营收规模更大
LB
是对方的1.6倍
$35.5M
营收增速更快
RXRX
高出626.2%
55.6%
净利率更高
LB
高出318.4%
-304.2%
自由现金流更多
LB
多$169.4M
$-47.3M
两年增速更快
LB
近两年复合增速
60.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $56.8M | $35.5M |
| 净利润 | $8.1M | $-108.1M |
| 毛利率 | — | 59.8% |
| 营业利润率 | 60.0% | -304.8% |
| 净利率 | 14.2% | -304.2% |
| 营收同比 | 55.6% | 681.7% |
| 净利润同比 | -83.7% | 39.6% |
| 每股收益(稀释后) | $0.24 | $-0.17 |
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
LB
RXRX
| Q4 25 | $56.8M | $35.5M | ||
| Q3 25 | $50.8M | $5.2M | ||
| Q2 25 | $47.5M | $19.2M | ||
| Q1 25 | $44.0M | $14.7M | ||
| Q4 24 | $36.5M | $4.5M | ||
| Q3 24 | $28.5M | $26.1M | ||
| Q2 24 | $26.0M | $14.4M | ||
| Q1 24 | $19.0M | $13.8M |
净利润
LB
RXRX
| Q4 25 | $8.1M | $-108.1M | ||
| Q3 25 | $8.1M | $-162.3M | ||
| Q2 25 | $7.5M | $-171.9M | ||
| Q1 25 | $6.5M | $-202.5M | ||
| Q4 24 | $49.3M | $-178.9M | ||
| Q3 24 | $2.7M | $-95.8M | ||
| Q2 24 | $-57.7M | $-97.5M | ||
| Q1 24 | $10.8M | $-91.4M |
毛利率
LB
RXRX
| Q4 25 | — | 59.8% | ||
| Q3 25 | — | -183.8% | ||
| Q2 25 | — | -4.9% | ||
| Q1 25 | — | -48.0% | ||
| Q4 24 | — | -181.4% | ||
| Q3 24 | — | 53.7% | ||
| Q2 24 | — | 36.2% | ||
| Q1 24 | — | 19.1% |
营业利润率
LB
RXRX
| Q4 25 | 60.0% | -304.8% | ||
| Q3 25 | 60.8% | -3327.6% | ||
| Q2 25 | 60.0% | -916.8% | ||
| Q1 25 | 57.0% | -1297.9% | ||
| Q4 24 | 49.4% | -4042.4% | ||
| Q3 24 | 11.2% | -377.1% | ||
| Q2 24 | -197.4% | -697.4% | ||
| Q1 24 | 71.1% | -698.4% |
净利率
LB
RXRX
| Q4 25 | 14.2% | -304.2% | ||
| Q3 25 | 15.9% | -3135.3% | ||
| Q2 25 | 15.8% | -894.2% | ||
| Q1 25 | 14.7% | -1373.3% | ||
| Q4 24 | 135.2% | -3935.5% | ||
| Q3 24 | 9.3% | -367.5% | ||
| Q2 24 | -222.1% | -676.6% | ||
| Q1 24 | 56.7% | -662.4% |
每股收益(稀释后)
LB
RXRX
| Q4 25 | $0.24 | $-0.17 | ||
| Q3 25 | $0.26 | $-0.36 | ||
| Q2 25 | $0.24 | $-0.41 | ||
| Q1 25 | $0.20 | $-0.50 | ||
| Q4 24 | — | $-0.56 | ||
| Q3 24 | $-0.04 | $-0.34 | ||
| Q2 24 | — | $-0.40 | ||
| Q1 24 | — | $-0.39 |
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 | $30.7M | $743.3M |
| 总债务越低越好 | $570.7M | $9.6M |
| 股东权益账面价值 | $340.3M | $1.1B |
| 总资产 | $1.4B | $1.5B |
| 负债/权益比越低杠杆越低 | 1.68× | 0.01× |
8季度趋势,按日历期对齐
现金及短期投资
LB
RXRX
| Q4 25 | $30.7M | $743.3M | ||
| Q3 25 | $28.3M | $659.8M | ||
| Q2 25 | $20.3M | $525.1M | ||
| Q1 25 | $14.9M | $500.5M | ||
| Q4 24 | $37.0M | $594.4M | ||
| Q3 24 | $14.4M | $427.6M | ||
| Q2 24 | $24.6M | $474.3M | ||
| Q1 24 | — | $296.3M |
总债务
LB
RXRX
| Q4 25 | $570.7M | $9.6M | ||
| Q3 25 | $366.1M | $11.9M | ||
| Q2 25 | $370.9M | $14.2M | ||
| Q1 25 | $375.5M | $16.4M | ||
| Q4 24 | $385.5M | $19.0M | ||
| Q3 24 | $242.4M | $20.5M | ||
| Q2 24 | $360.8M | $22.9M | ||
| Q1 24 | — | — |
股东权益
LB
RXRX
| Q4 25 | $340.3M | $1.1B | ||
| Q3 25 | $272.0M | $1.0B | ||
| Q2 25 | $266.4M | $919.1M | ||
| Q1 25 | $217.0M | $933.9M | ||
| Q4 24 | $211.8M | $1.0B | ||
| Q3 24 | $97.2M | $524.6M | ||
| Q2 24 | $296.4M | $584.4M | ||
| Q1 24 | $162.3M | $401.2M |
总资产
LB
RXRX
| Q4 25 | $1.4B | $1.5B | ||
| Q3 25 | $1.1B | $1.4B | ||
| Q2 25 | $1.1B | $1.3B | ||
| Q1 25 | $1.0B | $1.3B | ||
| Q4 24 | $1.0B | $1.4B | ||
| Q3 24 | $689.9M | $726.5M | ||
| Q2 24 | $710.5M | $775.9M | ||
| Q1 24 | — | $557.8M |
负债/权益比
LB
RXRX
| Q4 25 | 1.68× | 0.01× | ||
| Q3 25 | 1.35× | 0.01× | ||
| Q2 25 | 1.39× | 0.02× | ||
| Q1 25 | 1.73× | 0.02× | ||
| Q4 24 | 1.82× | 0.02× | ||
| Q3 24 | 2.49× | 0.04× | ||
| Q2 24 | 1.22× | 0.04× | ||
| Q1 24 | — | — |
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 | $126.3M | $-46.1M |
| 自由现金流经营现金流 - 资本支出 | $122.0M | $-47.3M |
| 自由现金流率自由现金流/营收 | 214.9% | -133.1% |
| 资本支出强度资本支出/营收 | 7.5% | 3.5% |
| 现金转化率经营现金流/净利润 | 15.68× | — |
| 过去12个月自由现金流最近4个季度 | $207.7M | $-378.3M |
8季度趋势,按日历期对齐
经营现金流
LB
RXRX
| Q4 25 | $126.3M | $-46.1M | ||
| Q3 25 | $34.9M | $-117.4M | ||
| Q2 25 | $37.3M | $-76.4M | ||
| Q1 25 | $15.9M | $-132.0M | ||
| Q4 24 | $67.6M | $-115.4M | ||
| Q3 24 | $7.5M | $-59.2M | ||
| Q2 24 | $16.0M | $-82.2M | ||
| Q1 24 | $17.2M | $-102.3M |
自由现金流
LB
RXRX
| Q4 25 | $122.0M | $-47.3M | ||
| Q3 25 | $33.7M | $-117.6M | ||
| Q2 25 | $36.1M | $-79.6M | ||
| Q1 25 | $15.8M | $-133.8M | ||
| Q4 24 | $66.7M | $-116.7M | ||
| Q3 24 | $7.1M | $-63.8M | ||
| Q2 24 | $15.7M | $-83.4M | ||
| Q1 24 | $17.1M | $-109.0M |
自由现金流率
LB
RXRX
| Q4 25 | 214.9% | -133.1% | ||
| Q3 25 | 66.3% | -2272.5% | ||
| Q2 25 | 75.9% | -413.9% | ||
| Q1 25 | 36.0% | -907.4% | ||
| Q4 24 | 182.6% | -2567.7% | ||
| Q3 24 | 25.1% | -244.6% | ||
| Q2 24 | 60.4% | -578.5% | ||
| Q1 24 | 90.1% | -789.9% |
资本支出强度
LB
RXRX
| Q4 25 | 7.5% | 3.5% | ||
| Q3 25 | 2.3% | 4.7% | ||
| Q2 25 | 2.6% | 16.4% | ||
| Q1 25 | 0.2% | 12.4% | ||
| Q4 24 | 2.7% | 28.6% | ||
| Q3 24 | 1.1% | 17.5% | ||
| Q2 24 | 1.4% | 8.2% | ||
| Q1 24 | 0.5% | 48.2% |
现金转化率
LB
RXRX
| Q4 25 | 15.68× | — | ||
| Q3 25 | 4.31× | — | ||
| Q2 25 | 4.98× | — | ||
| Q1 25 | 2.46× | — | ||
| Q4 24 | 1.37× | — | ||
| Q3 24 | 2.80× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 1.60× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图