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Lantheus Holdings, Inc.（LNTH）与NEOGEN CORP（NEOG）财务数据对比。点击上方公司名可切换其他公司
Lantheus Holdings, Inc.的季度营收约是NEOGEN CORP的1.8倍（$406.8M vs $224.7M）。Lantheus Holdings, Inc.净利率更高（13.3% vs -7.1%，领先20.4%）。Lantheus Holdings, Inc.同比增速更快（4.0% vs -2.8%）。Lantheus Holdings, Inc.自由现金流更多（$81.4M vs $7.8M）。过去两年Lantheus Holdings, Inc.的营收复合增速更高（4.9% vs -0.9%）
Lantheus Holdings是一家全球性医疗保健企业，专注于研发、生产及商业化创新诊断显像剂与相关解决方案，产品覆盖肿瘤学、心脏病学、泌尿学等核心医疗领域，主要市场遍及北美及全球其他重点地区。
Neogen Corporation是一家1982年成立、总部位于美国密歇根州兰辛的跨国食品安全企业，专注提供各类检测试剂盒及相关产品，用于筛查食品中的有害成分。目前业务覆盖美国、加拿大、英国、欧洲部分地区、墨西哥、巴西、印度、中国等多个国家，旗下拥有超100款药物检测试剂盒产品，可检测约300种相关违禁物质。
LNTH vs NEOG — 直观对比
营收规模更大
LNTH
是对方的1.8倍
$224.7M
营收增速更快
LNTH
高出6.8%
-2.8%
净利率更高
LNTH
高出20.4%
-7.1%
自由现金流更多
LNTH
多$73.6M
$7.8M
两年增速更快
LNTH
近两年复合增速
-0.9%
损益表 — Q4 2025 vs Q2 2026
| 指标 | | |
|---|---|---|
| 营收 | $406.8M | $224.7M |
| 净利润 | $54.1M | $-15.9M |
| 毛利率 | 59.2% | 47.5% |
| 营业利润率 | 19.0% | -2.4% |
| 净利率 | 13.3% | -7.1% |
| 营收同比 | 4.0% | -2.8% |
| 净利润同比 | 558.8% | 96.5% |
| 每股收益（稀释后） | $0.86 | $-0.07 |
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LNTHNEOG
| Q4 25 | $406.8M | $224.7M | ||
| Q3 25 | $384.0M | $209.2M | ||
| Q2 25 | $378.0M | $225.4M | ||
| Q1 25 | $372.8M | $221.0M | ||
| Q4 24 | $391.1M | $231.3M | ||
| Q3 24 | $378.7M | $217.0M | ||
| Q2 24 | $394.1M | $236.8M | ||
| Q1 24 | $370.0M | $228.8M |
净利润LNTHNEOG
| Q4 25 | $54.1M | $-15.9M | ||
| Q3 25 | $27.8M | $36.3M | ||
| Q2 25 | $78.8M | $-612.3M | ||
| Q1 25 | $72.9M | $-10.9M | ||
| Q4 24 | $-11.8M | $-456.3M | ||
| Q3 24 | $131.1M | $-12.6M | ||
| Q2 24 | $62.1M | $-5.4M | ||
| Q1 24 | $131.1M | $-2.0M |
毛利率LNTHNEOG
| Q4 25 | 59.2% | 47.5% | ||
| Q3 25 | 57.9% | 45.4% | ||
| Q2 25 | 63.8% | 41.2% | ||
| Q1 25 | 63.8% | 49.9% | ||
| Q4 24 | 63.5% | 49.0% | ||
| Q3 24 | 63.9% | 48.4% | ||
| Q2 24 | 64.9% | 47.9% | ||
| Q1 24 | 65.4% | 51.1% |
营业利润率LNTHNEOG
| Q4 25 | 19.0% | -2.4% | ||
| Q3 25 | 11.4% | -7.7% | ||
| Q2 25 | 23.3% | -271.1% | ||
| Q1 25 | 27.4% | 2.4% | ||
| Q4 24 | 29.1% | -197.8% | ||
| Q3 24 | 35.3% | 1.0% | ||
| Q2 24 | 26.1% | 5.5% | ||
| Q1 24 | 28.8% | 5.3% |
净利率LNTHNEOG
| Q4 25 | 13.3% | -7.1% | ||
| Q3 25 | 7.2% | 17.4% | ||
| Q2 25 | 20.8% | -271.6% | ||
| Q1 25 | 19.6% | -4.9% | ||
| Q4 24 | -3.0% | -197.3% | ||
| Q3 24 | 34.6% | -5.8% | ||
| Q2 24 | 15.8% | -2.3% | ||
| Q1 24 | 35.4% | -0.9% |
每股收益（稀释后）LNTHNEOG
| Q4 25 | $0.86 | $-0.07 | ||
| Q3 25 | $0.41 | $0.17 | ||
| Q2 25 | $1.12 | $-2.82 | ||
| Q1 25 | $1.02 | $-0.05 | ||
| Q4 24 | $-0.18 | $-2.10 | ||
| Q3 24 | $1.79 | $-0.06 | ||
| Q2 24 | $0.88 | $-0.02 | ||
| Q1 24 | $1.87 | $-0.01 |
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 | $359.1M | $145.3M |
| 总债务越低越好 | $568.7M | — |
| 股东权益账面价值 | $1.1B | $2.1B |
| 总资产 | $2.2B | $3.4B |
| 负债/权益比越低杠杆越低 | 0.52× | — |
8季度趋势，按日历期对齐
现金及短期投资LNTHNEOG
| Q4 25 | $359.1M | $145.3M | ||
| Q3 25 | $382.0M | $138.9M | ||
| Q2 25 | $695.6M | $129.0M | ||
| Q1 25 | $938.5M | $127.7M | ||
| Q4 24 | $912.8M | $140.2M | ||
| Q3 24 | $866.4M | $120.5M | ||
| Q2 24 | $757.0M | $170.9M | ||
| Q1 24 | $718.3M | $168.4M |
总债务LNTHNEOG
| Q4 25 | $568.7M | — | ||
| Q3 25 | $567.9M | — | ||
| Q2 25 | $566.8M | — | ||
| Q1 25 | $566.1M | — | ||
| Q4 24 | $565.3M | — | ||
| Q3 24 | $613.0K | — | ||
| Q2 24 | $563.2M | — | ||
| Q1 24 | $562.5M | — |
股东权益LNTHNEOG
| Q4 25 | $1.1B | $2.1B | ||
| Q3 25 | $1.1B | $2.1B | ||
| Q2 25 | $1.2B | $2.1B | ||
| Q1 25 | $1.2B | $2.7B | ||
| Q4 24 | $1.1B | $2.7B | ||
| Q3 24 | $1.2B | $3.1B | ||
| Q2 24 | $1.0B | $3.1B | ||
| Q1 24 | $945.5M | $3.1B |
总资产LNTHNEOG
| Q4 25 | $2.2B | $3.4B | ||
| Q3 25 | $2.3B | $3.4B | ||
| Q2 25 | $2.1B | $3.4B | ||
| Q1 25 | $2.1B | $4.0B | ||
| Q4 24 | $2.0B | $4.1B | ||
| Q3 24 | $2.0B | $4.5B | ||
| Q2 24 | $1.9B | $4.5B | ||
| Q1 24 | $1.8B | $4.6B |
负债/权益比LNTHNEOG
| Q4 25 | 0.52× | — | ||
| Q3 25 | 0.51× | — | ||
| Q2 25 | 0.49× | — | ||
| Q1 25 | 0.49× | — | ||
| Q4 24 | 0.52× | — | ||
| Q3 24 | 0.00× | — | ||
| Q2 24 | 0.55× | — | ||
| Q1 24 | 0.59× | — |
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 | $90.2M | $19.4M |
| 自由现金流经营现金流 - 资本支出 | $81.4M | $7.8M |
| 自由现金流率自由现金流/营收 | 20.0% | 3.5% |
| 资本支出强度资本支出/营收 | 2.2% | 5.2% |
| 现金转化率经营现金流/净利润 | 1.67× | — |
| 过去12个月自由现金流最近4个季度 | $354.1M | $-18.5M |
8季度趋势，按日历期对齐
经营现金流LNTHNEOG
| Q4 25 | $90.2M | $19.4M | ||
| Q3 25 | $105.3M | $10.9M | ||
| Q2 25 | $87.1M | $16.4M | ||
| Q1 25 | $107.6M | $19.5M | ||
| Q4 24 | $157.7M | $40.3M | ||
| Q3 24 | $175.1M | $-17.9M | ||
| Q2 24 | $84.7M | $26.7M | ||
| Q1 24 | $127.2M | $-30.2M |
自由现金流LNTHNEOG
| Q4 25 | $81.4M | $7.8M | ||
| Q3 25 | $94.7M | $-13.1M | ||
| Q2 25 | $79.1M | $349.0K | ||
| Q1 25 | $98.8M | $-13.4M | ||
| Q4 24 | $141.4M | $23.1M | ||
| Q3 24 | $159.3M | $-56.3M | ||
| Q2 24 | $73.5M | $2.5M | ||
| Q1 24 | $119.0M | $-62.3M |
自由现金流率LNTHNEOG
| Q4 25 | 20.0% | 3.5% | ||
| Q3 25 | 24.7% | -6.3% | ||
| Q2 25 | 20.9% | 0.2% | ||
| Q1 25 | 26.5% | -6.1% | ||
| Q4 24 | 36.1% | 10.0% | ||
| Q3 24 | 42.0% | -26.0% | ||
| Q2 24 | 18.7% | 1.1% | ||
| Q1 24 | 32.2% | -27.2% |
资本支出强度LNTHNEOG
| Q4 25 | 2.2% | 5.2% | ||
| Q3 25 | 2.8% | 11.5% | ||
| Q2 25 | 2.1% | 7.1% | ||
| Q1 25 | 2.3% | 14.9% | ||
| Q4 24 | 4.2% | 7.4% | ||
| Q3 24 | 4.2% | 17.7% | ||
| Q2 24 | 2.8% | 10.2% | ||
| Q1 24 | 2.2% | 14.0% |
现金转化率LNTHNEOG
| Q4 25 | 1.67× | — | ||
| Q3 25 | 3.79× | 0.30× | ||
| Q2 25 | 1.11× | — | ||
| Q1 25 | 1.47× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.34× | — | ||
| Q2 24 | 1.36× | — | ||
| Q1 24 | 0.97× | — |
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
LNTH
| Radiopharmaceutical Oncology | $240.2M | 59% |
| Definity | $85.3M | 21% |
| Strategic Partnerships And Other | $23.3M | 6% |
| Techne Lite | $21.0M | 5% |
| Licenseand Royalty Revenues | $17.4M | 4% |
| Other | $13.6M | 3% |
| Other Precision Diagnostics | $5.9M | 1% |
NEOG
| Other | $109.2M | 49% |
| Bacterial And General Sanitation | $44.9M | 20% |
| Services | $25.7M | 11% |
| Natural Toxins And Allergens | $20.4M | 9% |
| Animal Care | $8.9M | 4% |
| Genomics Services | $6.3M | 3% |
| Biosecurity Products | $4.6M | 2% |
| Life Sciences | $1.4M | 1% |
