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Mobileye Global Inc.（MBLY）与Royalty Pharma plc（RPRX）财务数据对比。点击上方公司名可切换其他公司
Royalty Pharma plc的季度营收约是Mobileye Global Inc.的1.1倍（$622.0M vs $558.0M），Mobileye Global Inc.同比增速更快（27.4% vs 4.8%），过去两年Mobileye Global Inc.的营收复合增速更高（12.7% vs 4.6%）
Mobileye Global Inc.注册地为美国，总部位于以色列，是自动驾驶领域的知名企业，专注研发自动驾驶技术与高级驾驶辅助系统（ADAS），产品涵盖摄像头、计算芯片及配套软件。公司2017年被英特尔收购，2022年重新上市。
本公司是总部位于美国马萨诸塞州剑桥市的临床阶段生物制药企业，专注于研发可调节转化生长因子β（TGF-β）超家族蛋白的药物，该类蛋白在红细胞、肌肉、骨骼、血管等细胞与组织的生长修复过程中发挥核心作用。
MBLY vs RPRX — 直观对比
营收规模更大
RPRX
是对方的1.1倍
$558.0M
营收增速更快
MBLY
高出22.6%
4.8%
两年增速更快
MBLY
近两年复合增速
4.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $558.0M | $622.0M |
| 净利润 | — | $214.2M |
| 毛利率 | 49.3% | — |
| 营业利润率 | -647.5% | 62.4% |
| 净利率 | — | 34.4% |
| 营收同比 | 27.4% | 4.8% |
| 净利润同比 | — | 2.9% |
| 每股收益（稀释后） | — | $0.49 |
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MBLYRPRX
| Q1 26 | $558.0M | — | ||
| Q4 25 | $446.0M | $622.0M | ||
| Q3 25 | $504.0M | $609.3M | ||
| Q2 25 | $506.0M | $578.7M | ||
| Q1 25 | $438.0M | $568.2M | ||
| Q4 24 | $490.0M | $593.6M | ||
| Q3 24 | $486.0M | $564.7M | ||
| Q2 24 | $439.0M | $537.3M |
净利润MBLYRPRX
| Q1 26 | — | — | ||
| Q4 25 | $-127.0M | $214.2M | ||
| Q3 25 | $-96.0M | $288.2M | ||
| Q2 25 | $-67.0M | $30.2M | ||
| Q1 25 | $-102.0M | $238.3M | ||
| Q4 24 | $-71.0M | $208.2M | ||
| Q3 24 | $-2.7B | $544.0M | ||
| Q2 24 | $-86.0M | $102.0M |
毛利率MBLYRPRX
| Q1 26 | 49.3% | — | ||
| Q4 25 | 45.3% | — | ||
| Q3 25 | 48.2% | — | ||
| Q2 25 | 49.8% | — | ||
| Q1 25 | 47.3% | — | ||
| Q4 24 | 49.2% | — | ||
| Q3 24 | 48.8% | — | ||
| Q2 24 | 47.6% | — |
营业利润率MBLYRPRX
| Q1 26 | -647.5% | — | ||
| Q4 25 | -31.4% | 62.4% | ||
| Q3 25 | -21.6% | 70.1% | ||
| Q2 25 | -14.6% | 36.3% | ||
| Q1 25 | -26.7% | 94.0% | ||
| Q4 24 | -17.6% | 60.9% | ||
| Q3 24 | -577.6% | — | ||
| Q2 24 | -21.4% | 50.2% |
净利率MBLYRPRX
| Q1 26 | — | — | ||
| Q4 25 | -28.5% | 34.4% | ||
| Q3 25 | -19.0% | 47.3% | ||
| Q2 25 | -13.2% | 5.2% | ||
| Q1 25 | -23.3% | 41.9% | ||
| Q4 24 | -14.5% | 35.1% | ||
| Q3 24 | -558.6% | 96.3% | ||
| Q2 24 | -19.6% | 19.0% |
每股收益（稀释后）MBLYRPRX
| Q1 26 | — | — | ||
| Q4 25 | $-0.15 | $0.49 | ||
| Q3 25 | $-0.12 | $0.67 | ||
| Q2 25 | $-0.08 | $0.07 | ||
| Q1 25 | $-0.13 | $0.55 | ||
| Q4 24 | $-0.09 | $0.46 | ||
| Q3 24 | $-3.35 | $1.21 | ||
| Q2 24 | $-0.11 | $0.23 |
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 | $1.2B | $618.7M |
| 总债务越低越好 | — | $9.0B |
| 股东权益账面价值 | $8.2B | $9.7B |
| 总资产 | $8.7B | $19.6B |
| 负债/权益比越低杠杆越低 | — | 0.92× |
8季度趋势，按日历期对齐
现金及短期投资MBLYRPRX
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.8B | $618.7M | ||
| Q3 25 | $1.7B | $938.9M | ||
| Q2 25 | $1.7B | $631.9M | ||
| Q1 25 | $1.5B | $1.1B | ||
| Q4 24 | $1.4B | $929.0M | ||
| Q3 24 | $1.3B | $950.1M | ||
| Q2 24 | $1.2B | $1.8B |
总债务MBLYRPRX
| Q1 26 | — | — | ||
| Q4 25 | — | $9.0B | ||
| Q3 25 | — | $8.9B | ||
| Q2 25 | — | $8.0B | ||
| Q1 25 | — | $7.6B | ||
| Q4 24 | — | $7.6B | ||
| Q3 24 | — | $7.6B | ||
| Q2 24 | — | $7.6B |
股东权益MBLYRPRX
| Q1 26 | $8.2B | — | ||
| Q4 25 | $11.9B | $9.7B | ||
| Q3 25 | $11.9B | $9.6B | ||
| Q2 25 | $12.1B | $9.5B | ||
| Q1 25 | $12.0B | $9.8B | ||
| Q4 24 | $12.1B | $10.3B | ||
| Q3 24 | $12.1B | $10.3B | ||
| Q2 24 | $14.7B | $9.8B |
总资产MBLYRPRX
| Q1 26 | $8.7B | — | ||
| Q4 25 | $12.5B | $19.6B | ||
| Q3 25 | $12.5B | $19.3B | ||
| Q2 25 | $12.6B | $18.3B | ||
| Q1 25 | $12.5B | $17.6B | ||
| Q4 24 | $12.6B | $18.2B | ||
| Q3 24 | $12.6B | $18.0B | ||
| Q2 24 | $15.3B | $17.7B |
负债/权益比MBLYRPRX
| Q1 26 | — | — | ||
| Q4 25 | — | 0.92× | ||
| Q3 25 | — | 0.93× | ||
| Q2 25 | — | 0.84× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 0.74× | ||
| Q2 24 | — | 0.78× |
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 | $75.0M | $827.1M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | — | 3.86× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流MBLYRPRX
| Q1 26 | $75.0M | — | ||
| Q4 25 | $113.0M | $827.1M | ||
| Q3 25 | $167.0M | $702.6M | ||
| Q2 25 | $213.0M | $364.0M | ||
| Q1 25 | $109.0M | $596.1M | ||
| Q4 24 | $204.0M | $742.5M | ||
| Q3 24 | $126.0M | $703.6M | ||
| Q2 24 | $30.0M | $658.2M |
自由现金流MBLYRPRX
| Q1 26 | — | — | ||
| Q4 25 | $86.0M | — | ||
| Q3 25 | $143.0M | — | ||
| Q2 25 | $199.0M | — | ||
| Q1 25 | $95.0M | — | ||
| Q4 24 | $191.0M | — | ||
| Q3 24 | $104.0M | — | ||
| Q2 24 | $6.0M | — |
自由现金流率MBLYRPRX
| Q1 26 | — | — | ||
| Q4 25 | 19.3% | — | ||
| Q3 25 | 28.4% | — | ||
| Q2 25 | 39.3% | — | ||
| Q1 25 | 21.7% | — | ||
| Q4 24 | 39.0% | — | ||
| Q3 24 | 21.4% | — | ||
| Q2 24 | 1.4% | — |
资本支出强度MBLYRPRX
| Q1 26 | — | — | ||
| Q4 25 | 6.1% | — | ||
| Q3 25 | 4.8% | — | ||
| Q2 25 | 2.8% | — | ||
| Q1 25 | 3.2% | — | ||
| Q4 24 | 2.7% | — | ||
| Q3 24 | 4.5% | — | ||
| Q2 24 | 5.5% | — |
现金转化率MBLYRPRX
| Q1 26 | — | — | ||
| Q4 25 | — | 3.86× | ||
| Q3 25 | — | 2.44× | ||
| Q2 25 | — | 12.06× | ||
| Q1 25 | — | 2.50× | ||
| Q4 24 | — | 3.57× | ||
| Q3 24 | — | 1.29× | ||
| Q2 24 | — | 6.45× |
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
MBLY
暂无分部数据
RPRX
| Financial Royalty Assets | $592.4M | 95% |
| Royalty Income Other | $29.6M | 5% |
