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Leslie's, Inc.（LESL）与PUMA BIOTECHNOLOGY, INC.（PBYI）财务数据对比。点击上方公司名可切换其他公司
Leslie's, Inc.的季度营收约是PUMA BIOTECHNOLOGY, INC.的1.9倍（$147.1M vs $75.5M），PUMA BIOTECHNOLOGY, INC.同比增速更快（27.7% vs -16.0%），PUMA BIOTECHNOLOGY, INC.自由现金流更多（$14.4M vs $-85.5M），过去两年PUMA BIOTECHNOLOGY, INC.的营收复合增速更高（31.3% vs -11.7%）
莱斯利公司（Leslie's, Inc.）主营游泳池相关用品零售，旗下运营莱斯利游泳池用品品牌，是全球规模最大的游泳池用品零售商。公司总部坐落于美国亚利桑那州凤凰城，在亚利桑那、加利福尼亚、佛罗里达、佐治亚及得克萨斯等州拥有极强的零售布局优势。
彪马生物技术是一家公开上市的生物制药企业，总部位于美国加利福尼亚州洛杉矶，专注于创新药物研发相关业务，在生物制药领域开展研发与商业化运营。
LESL vs PBYI — 直观对比
营收规模更大
LESL
是对方的1.9倍
$75.5M
营收增速更快
PBYI
高出43.8%
-16.0%
自由现金流更多
PBYI
多$99.8M
$-85.5M
两年增速更快
PBYI
近两年复合增速
-11.7%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $147.1M | $75.5M |
| 净利润 | $-83.0M | — |
| 毛利率 | 18.4% | 69.3% |
| 营业利润率 | -46.7% | 22.7% |
| 净利率 | -56.4% | — |
| 营收同比 | -16.0% | 27.7% |
| 净利润同比 | -86.2% | — |
| 每股收益（稀释后） | $-8.92 | $0.26 |
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LESLPBYI
| Q1 26 | $147.1M | — | ||
| Q4 25 | $389.2M | $75.5M | ||
| Q3 25 | — | $54.5M | ||
| Q2 25 | $500.3M | $52.4M | ||
| Q1 25 | $177.1M | $46.0M | ||
| Q4 24 | $175.2M | $59.1M | ||
| Q3 24 | $397.9M | $80.5M | ||
| Q2 24 | $569.6M | $47.1M |
净利润LESLPBYI
| Q1 26 | $-83.0M | — | ||
| Q4 25 | $-162.8M | — | ||
| Q3 25 | — | $8.8M | ||
| Q2 25 | $21.7M | $5.9M | ||
| Q1 25 | $-51.3M | $3.0M | ||
| Q4 24 | $-44.6M | — | ||
| Q3 24 | $-9.9M | $20.3M | ||
| Q2 24 | $60.6M | $-4.5M |
毛利率LESLPBYI
| Q1 26 | 18.4% | — | ||
| Q4 25 | 38.6% | 69.3% | ||
| Q3 25 | — | 77.7% | ||
| Q2 25 | 39.6% | 76.5% | ||
| Q1 25 | 24.8% | 77.1% | ||
| Q4 24 | 27.2% | 76.4% | ||
| Q3 24 | 36.0% | 63.9% | ||
| Q2 24 | 40.2% | 77.4% |
营业利润率LESLPBYI
| Q1 26 | -46.7% | — | ||
| Q4 25 | -38.6% | 22.7% | ||
| Q3 25 | — | 17.6% | ||
| Q2 25 | 13.7% | 12.7% | ||
| Q1 25 | -27.3% | 8.7% | ||
| Q4 24 | -22.7% | 22.6% | ||
| Q3 24 | 6.6% | 27.4% | ||
| Q2 24 | 17.2% | -4.6% |
净利率LESLPBYI
| Q1 26 | -56.4% | — | ||
| Q4 25 | -41.8% | — | ||
| Q3 25 | — | 16.2% | ||
| Q2 25 | 4.3% | 11.2% | ||
| Q1 25 | -29.0% | 6.5% | ||
| Q4 24 | -25.4% | — | ||
| Q3 24 | -2.5% | 25.2% | ||
| Q2 24 | 10.6% | -9.6% |
每股收益（稀释后）LESLPBYI
| Q1 26 | $-8.92 | — | ||
| Q4 25 | $-20.59 | $0.26 | ||
| Q3 25 | — | $0.17 | ||
| Q2 25 | $0.12 | $0.12 | ||
| Q1 25 | $-0.28 | $0.06 | ||
| Q4 24 | $-4.82 | $0.40 | ||
| Q3 24 | $-2.46 | $0.41 | ||
| Q2 24 | $0.33 | $-0.09 |
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 | $3.6M | $97.5M |
| 总债务越低越好 | $781.6M | $22.7M |
| 股东权益账面价值 | $-489.9M | $130.3M |
| 总资产 | $649.4M | $216.3M |
| 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LESLPBYI
| Q1 26 | $3.6M | — | ||
| Q4 25 | $64.3M | $97.5M | ||
| Q3 25 | — | $94.4M | ||
| Q2 25 | $42.7M | $96.0M | ||
| Q1 25 | $17.3M | $93.2M | ||
| Q4 24 | $11.6M | $101.0M | ||
| Q3 24 | $108.5M | $96.7M | ||
| Q2 24 | $74.4M | $96.8M |
总债务LESLPBYI
| Q1 26 | $781.6M | — | ||
| Q4 25 | $756.6M | $22.7M | ||
| Q3 25 | — | $34.0M | ||
| Q2 25 | $776.6M | $45.3M | ||
| Q1 25 | $858.1M | $56.7M | ||
| Q4 24 | $796.6M | $68.0M | ||
| Q3 24 | $783.7M | $79.3M | ||
| Q2 24 | $783.7M | $90.7M |
股东权益LESLPBYI
| Q1 26 | $-489.9M | — | ||
| Q4 25 | $-408.0M | $130.3M | ||
| Q3 25 | — | $115.3M | ||
| Q2 25 | $-246.2M | $104.7M | ||
| Q1 25 | $-269.5M | $97.1M | ||
| Q4 24 | $-220.0M | $92.1M | ||
| Q3 24 | $-177.1M | $71.1M | ||
| Q2 24 | $-168.2M | $48.5M |
总资产LESLPBYI
| Q1 26 | $649.4M | — | ||
| Q4 25 | $741.5M | $216.3M | ||
| Q3 25 | — | $202.9M | ||
| Q2 25 | $989.5M | $194.9M | ||
| Q1 25 | $1.0B | $196.2M | ||
| Q4 24 | $967.0M | $213.3M | ||
| Q3 24 | $1.1B | $220.7M | ||
| Q2 24 | $1.1B | $205.0M |
负债/权益比LESLPBYI
| Q1 26 | — | — | ||
| Q4 25 | — | 0.17× | ||
| Q3 25 | — | 0.30× | ||
| Q2 25 | — | 0.43× | ||
| Q1 25 | — | 0.58× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 1.12× | ||
| Q2 24 | — | 1.87× |
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 | $-81.1M | $14.4M |
| 自由现金流经营现金流 - 资本支出 | $-85.5M | $14.4M |
| 自由现金流率自由现金流/营收 | -58.1% | 19.1% |
| 资本支出强度资本支出/营收 | 2.9% | 0.0% |
| 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 | $7.6M | $41.7M |
8季度趋势，按日历期对齐
经营现金流LESLPBYI
| Q1 26 | $-81.1M | — | ||
| Q4 25 | $48.2M | $14.4M | ||
| Q3 25 | — | $9.7M | ||
| Q2 25 | $114.9M | $14.1M | ||
| Q1 25 | $-49.2M | $3.6M | ||
| Q4 24 | $-105.1M | $15.6M | ||
| Q3 24 | $47.1M | $11.0M | ||
| Q2 24 | $175.5M | $1.0M |
自由现金流LESLPBYI
| Q1 26 | $-85.5M | — | ||
| Q4 25 | $41.8M | $14.4M | ||
| Q3 25 | — | $9.7M | ||
| Q2 25 | $107.1M | $14.1M | ||
| Q1 25 | $-55.8M | $3.6M | ||
| Q4 24 | $-109.8M | $15.6M | ||
| Q3 24 | $34.1M | $11.0M | ||
| Q2 24 | $165.2M | $1.0M |
自由现金流率LESLPBYI
| Q1 26 | -58.1% | — | ||
| Q4 25 | 10.7% | 19.1% | ||
| Q3 25 | — | 17.7% | ||
| Q2 25 | 21.4% | 26.8% | ||
| Q1 25 | -31.5% | 7.7% | ||
| Q4 24 | -62.6% | 26.4% | ||
| Q3 24 | 8.6% | 13.7% | ||
| Q2 24 | 29.0% | 2.1% |
资本支出强度LESLPBYI
| Q1 26 | 2.9% | — | ||
| Q4 25 | 1.7% | 0.0% | ||
| Q3 25 | — | 0.0% | ||
| Q2 25 | 1.6% | 0.0% | ||
| Q1 25 | 3.7% | 0.1% | ||
| Q4 24 | 2.7% | 0.0% | ||
| Q3 24 | 3.2% | 0.0% | ||
| Q2 24 | 1.8% | 0.0% |
现金转化率LESLPBYI
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 1.10× | ||
| Q2 25 | 5.29× | 2.41× | ||
| Q1 25 | — | 1.21× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.54× | ||
| Q2 24 | 2.89× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
