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El Pollo Loco Holdings, Inc.（LOCO）与再鼎医药（ZLAB）财务数据对比。点击上方公司名可切换其他公司
再鼎医药的季度营收约是El Pollo Loco Holdings, Inc.的1.0倍（$127.1M vs $126.2M），再鼎医药同比增速更快（17.1% vs 5.9%），过去两年再鼎医药的营收复合增速更高（20.8% vs 1.6%）
El Pollo Loco Holdings, Inc.是总部设在美国加利福尼亚州科斯塔梅萨的连锁餐饮品牌，主打墨西哥风味烤鸡肉产品，目前在美国西南部地区经营着约500家自营与加盟门店，多数门店提供堂食和外带服务，部分门店还开设了得来购驾车取餐通道。
再鼎医药是一家创新生物制药企业，专注于肿瘤、自身免疫性疾病、感染性疾病等领域创新疗法的研发、生产与商业化，核心市场覆盖大中华区，与全球多家头部生物科技企业合作，为存在未被满足医疗需求的患者提供治疗方案。
LOCO vs ZLAB — 直观对比
营收规模更大
ZLAB
是对方的1.0倍
$126.2M
营收增速更快
ZLAB
高出11.2%
5.9%
两年增速更快
ZLAB
近两年复合增速
1.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $126.2M | $127.1M |
| 净利润 | $8.2M | — |
| 毛利率 | — | 51.0% |
| 营业利润率 | 9.7% | -54.6% |
| 净利率 | 6.5% | — |
| 营收同比 | 5.9% | 17.1% |
| 净利润同比 | 48.8% | — |
| 每股收益（稀释后） | $0.27 | $-0.05 |
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LOCOZLAB
| Q1 26 | $126.2M | — | ||
| Q4 25 | $123.5M | $127.1M | ||
| Q3 25 | $121.5M | $115.4M | ||
| Q2 25 | $125.8M | $109.1M | ||
| Q1 25 | $119.2M | $105.7M | ||
| Q4 24 | $114.3M | $108.5M | ||
| Q3 24 | $120.4M | $101.8M | ||
| Q2 24 | $122.2M | $100.1M |
净利润LOCOZLAB
| Q1 26 | $8.2M | — | ||
| Q4 25 | $6.5M | — | ||
| Q3 25 | $7.4M | $-36.0M | ||
| Q2 25 | $7.1M | $-40.7M | ||
| Q1 25 | $5.5M | $-48.4M | ||
| Q4 24 | $6.0M | — | ||
| Q3 24 | $6.2M | $-41.7M | ||
| Q2 24 | $7.6M | $-80.3M |
毛利率LOCOZLAB
| Q1 26 | — | — | ||
| Q4 25 | — | 51.0% | ||
| Q3 25 | — | 59.5% | ||
| Q2 25 | — | 60.6% | ||
| Q1 25 | — | 63.6% | ||
| Q4 24 | — | 61.5% | ||
| Q3 24 | — | 64.1% | ||
| Q2 24 | — | 64.9% |
营业利润率LOCOZLAB
| Q1 26 | 9.7% | — | ||
| Q4 25 | 8.3% | -54.6% | ||
| Q3 25 | 9.4% | -42.3% | ||
| Q2 25 | 9.0% | -50.3% | ||
| Q1 25 | 7.5% | -53.3% | ||
| Q4 24 | 7.9% | -62.6% | ||
| Q3 24 | 8.4% | -66.6% | ||
| Q2 24 | 10.1% | -76.0% |
净利率LOCOZLAB
| Q1 26 | 6.5% | — | ||
| Q4 25 | 5.3% | — | ||
| Q3 25 | 6.1% | -31.2% | ||
| Q2 25 | 5.6% | -37.3% | ||
| Q1 25 | 4.6% | -45.8% | ||
| Q4 24 | 5.2% | — | ||
| Q3 24 | 5.1% | -40.9% | ||
| Q2 24 | 6.2% | -80.2% |
每股收益（稀释后）LOCOZLAB
| Q1 26 | $0.27 | — | ||
| Q4 25 | $0.22 | $-0.05 | ||
| Q3 25 | $0.25 | $-0.03 | ||
| Q2 25 | $0.24 | $-0.04 | ||
| Q1 25 | $0.19 | $-0.04 | ||
| Q4 24 | $0.21 | $-0.09 | ||
| Q3 24 | $0.21 | $-0.04 | ||
| Q2 24 | $0.25 | $-0.08 |
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 | $3.9M | $689.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $302.5M | $715.5M |
| 总资产 | $609.1M | $1.2B |
| 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LOCOZLAB
| Q1 26 | $3.9M | — | ||
| Q4 25 | $6.2M | $689.6M | ||
| Q3 25 | $10.9M | $717.2M | ||
| Q2 25 | $9.0M | $732.2M | ||
| Q1 25 | $4.3M | $757.3M | ||
| Q4 24 | $2.5M | $779.7M | ||
| Q3 24 | $7.9M | $616.1M | ||
| Q2 24 | $10.5M | $630.0M |
总债务LOCOZLAB
| Q1 26 | — | — | ||
| Q4 25 | $51.0M | — | ||
| Q3 25 | $61.0M | — | ||
| Q2 25 | $69.0M | — | ||
| Q1 25 | $73.0M | — | ||
| Q4 24 | $71.0M | — | ||
| Q3 24 | $76.0M | — | ||
| Q2 24 | $87.0M | — |
股东权益LOCOZLAB
| Q1 26 | $302.5M | — | ||
| Q4 25 | $291.1M | $715.5M | ||
| Q3 25 | $282.9M | $759.9M | ||
| Q2 25 | $274.2M | $791.7M | ||
| Q1 25 | $265.7M | $810.8M | ||
| Q4 24 | $260.7M | $840.9M | ||
| Q3 24 | $255.2M | $667.7M | ||
| Q2 24 | $248.6M | $704.2M |
总资产LOCOZLAB
| Q1 26 | $609.1M | — | ||
| Q4 25 | $606.6M | $1.2B | ||
| Q3 25 | $602.7M | $1.2B | ||
| Q2 25 | $596.8M | $1.2B | ||
| Q1 25 | $590.5M | $1.2B | ||
| Q4 24 | $592.0M | $1.2B | ||
| Q3 24 | $590.0M | $985.3M | ||
| Q2 24 | $593.8M | $987.4M |
负债/权益比LOCOZLAB
| Q1 26 | — | — | ||
| Q4 25 | 0.18× | — | ||
| Q3 25 | 0.22× | — | ||
| Q2 25 | 0.25× | — | ||
| Q1 25 | 0.27× | — | ||
| Q4 24 | 0.27× | — | ||
| Q3 24 | 0.30× | — | ||
| Q2 24 | 0.35× | — |
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 | — | $-26.0M |
| 自由现金流经营现金流 - 资本支出 | — | $-26.7M |
| 自由现金流率自由现金流/营收 | — | -21.0% |
| 资本支出强度资本支出/营收 | — | 0.5% |
| 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 | — | $-158.9M |
8季度趋势，按日历期对齐
经营现金流LOCOZLAB
| Q1 26 | — | — | ||
| Q4 25 | $13.9M | $-26.0M | ||
| Q3 25 | $15.3M | $-32.0M | ||
| Q2 25 | $14.1M | $-31.0M | ||
| Q1 25 | $4.7M | $-61.7M | ||
| Q4 24 | $5.6M | $-55.8M | ||
| Q3 24 | $13.0M | $-26.8M | ||
| Q2 24 | $17.0M | $-42.2M |
自由现金流LOCOZLAB
| Q1 26 | — | — | ||
| Q4 25 | $5.1M | $-26.7M | ||
| Q3 25 | $9.9M | $-35.0M | ||
| Q2 25 | $9.1M | $-33.9M | ||
| Q1 25 | $1.3M | $-63.2M | ||
| Q4 24 | $1.1M | $-58.4M | ||
| Q3 24 | $9.1M | $-28.2M | ||
| Q2 24 | $10.4M | $-42.9M |
自由现金流率LOCOZLAB
| Q1 26 | — | — | ||
| Q4 25 | 4.1% | -21.0% | ||
| Q3 25 | 8.2% | -30.4% | ||
| Q2 25 | 7.2% | -31.1% | ||
| Q1 25 | 1.1% | -59.9% | ||
| Q4 24 | 1.0% | -53.8% | ||
| Q3 24 | 7.6% | -27.7% | ||
| Q2 24 | 8.5% | -42.9% |
资本支出强度LOCOZLAB
| Q1 26 | — | — | ||
| Q4 25 | 7.1% | 0.5% | ||
| Q3 25 | 4.4% | 2.6% | ||
| Q2 25 | 4.0% | 2.6% | ||
| Q1 25 | 2.8% | 1.5% | ||
| Q4 24 | 3.9% | 2.4% | ||
| Q3 24 | 3.2% | 1.3% | ||
| Q2 24 | 5.3% | 0.7% |
现金转化率LOCOZLAB
| Q1 26 | — | — | ||
| Q4 25 | 2.13× | — | ||
| Q3 25 | 2.08× | — | ||
| Q2 25 | 1.99× | — | ||
| Q1 25 | 0.86× | — | ||
| Q4 24 | 0.95× | — | ||
| Q3 24 | 2.11× | — | ||
| Q2 24 | 2.22× | — |
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
LOCO
暂无分部数据
ZLAB
| Zejula | $56.0M | 44% |
| Other | $21.9M | 17% |
| Nuzyra | $16.0M | 13% |
| Optune | $11.9M | 9% |
| XACDURO | $10.7M | 8% |
| Qinlock | $9.7M | 8% |
| AUGTYRO | $836.0K | 1% |
