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Mayville Engineering Company, Inc.（MEC）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
Mayville Engineering Company, Inc.的季度营收约是PUMA BIOTECHNOLOGY, INC.的1.8倍（$134.3M vs $75.5M），PUMA BIOTECHNOLOGY, INC.同比增速更快（27.7% vs 10.7%），PUMA BIOTECHNOLOGY, INC.自由现金流更多（$14.4M vs $10.2M），过去两年PUMA BIOTECHNOLOGY, INC.的营收复合增速更高（31.3% vs -8.8%）
Mayville Engineering Company（MEC）是总部位于美国的领先金属零部件、装配组件及定制工程解决方案供应商，主要服务农业、建筑、商用运输、国防、动力运动等领域的原始设备制造商客户，提供从原型开发到大规模量产的全流程服务。
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。
MEC vs PBYI — 直观对比
营收规模更大
MEC
是对方的1.8倍
$75.5M
营收增速更快
PBYI
高出17.0%
10.7%
自由现金流更多
PBYI
多$4.2M
$10.2M
两年增速更快
PBYI
近两年复合增速
-8.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $134.3M | $75.5M |
| 净利润 | $-4.4M | — |
| 毛利率 | 6.8% | 69.3% |
| 营业利润率 | -4.1% | 22.7% |
| 净利率 | -3.2% | — |
| 营收同比 | 10.7% | 27.7% |
| 净利润同比 | -127.3% | — |
| 每股收益（稀释后） | $-0.22 | $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MECPBYI
| Q4 25 | $134.3M | $75.5M | ||
| Q3 25 | $144.3M | $54.5M | ||
| Q2 25 | $132.3M | $52.4M | ||
| Q1 25 | $135.6M | $46.0M | ||
| Q4 24 | $121.3M | $59.1M | ||
| Q3 24 | $135.4M | $80.5M | ||
| Q2 24 | $163.6M | $47.1M | ||
| Q1 24 | $161.3M | $43.8M |
净利润MECPBYI
| Q4 25 | $-4.4M | — | ||
| Q3 25 | $-2.7M | $8.8M | ||
| Q2 25 | $-1.1M | $5.9M | ||
| Q1 25 | $20.0K | $3.0M | ||
| Q4 24 | $16.0M | — | ||
| Q3 24 | $3.0M | $20.3M | ||
| Q2 24 | $3.8M | $-4.5M | ||
| Q1 24 | $3.2M | $-4.8M |
毛利率MECPBYI
| Q4 25 | 6.8% | 69.3% | ||
| Q3 25 | 11.0% | 77.7% | ||
| Q2 25 | 10.3% | 76.5% | ||
| Q1 25 | 11.3% | 77.1% | ||
| Q4 24 | 8.9% | 76.4% | ||
| Q3 24 | 12.6% | 63.9% | ||
| Q2 24 | 13.6% | 77.4% | ||
| Q1 24 | 13.0% | 75.5% |
营业利润率MECPBYI
| Q4 25 | -4.1% | 22.7% | ||
| Q3 25 | 0.0% | 17.6% | ||
| Q2 25 | 0.1% | 12.7% | ||
| Q1 25 | 1.2% | 8.7% | ||
| Q4 24 | 19.0% | 22.6% | ||
| Q3 24 | 4.2% | 27.4% | ||
| Q2 24 | 5.0% | -4.6% | ||
| Q1 24 | 4.7% | -5.3% |
净利率MECPBYI
| Q4 25 | -3.2% | — | ||
| Q3 25 | -1.9% | 16.2% | ||
| Q2 25 | -0.8% | 11.2% | ||
| Q1 25 | 0.0% | 6.5% | ||
| Q4 24 | 13.2% | — | ||
| Q3 24 | 2.2% | 25.2% | ||
| Q2 24 | 2.3% | -9.6% | ||
| Q1 24 | 2.0% | -11.0% |
每股收益（稀释后）MECPBYI
| Q4 25 | $-0.22 | $0.26 | ||
| Q3 25 | $-0.13 | $0.17 | ||
| Q2 25 | $-0.05 | $0.12 | ||
| Q1 25 | $0.00 | $0.06 | ||
| Q4 24 | $0.76 | $0.40 | ||
| Q3 24 | $0.14 | $0.41 | ||
| Q2 24 | $0.18 | $-0.09 | ||
| Q1 24 | $0.16 | $-0.10 |
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 | $1.5M | $97.5M |
| 总债务越低越好 | — | $22.7M |
| 股东权益账面价值 | $240.7M | $130.3M |
| 总资产 | $563.6M | $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MECPBYI
| Q4 25 | $1.5M | $97.5M | ||
| Q3 25 | $1.2M | $94.4M | ||
| Q2 25 | $206.0K | $96.0M | ||
| Q1 25 | $183.0K | $93.2M | ||
| Q4 24 | $206.0K | $101.0M | ||
| Q3 24 | $178.0K | $96.7M | ||
| Q2 24 | $314.0K | $96.8M | ||
| Q1 24 | $314.0K | $107.2M |
总债务MECPBYI
| Q4 25 | — | $22.7M | ||
| Q3 25 | — | $34.0M | ||
| Q2 25 | — | $45.3M | ||
| Q1 25 | — | $56.7M | ||
| Q4 24 | — | $68.0M | ||
| Q3 24 | — | $79.3M | ||
| Q2 24 | — | $90.7M | ||
| Q1 24 | — | $102.0M |
股东权益MECPBYI
| Q4 25 | $240.7M | $130.3M | ||
| Q3 25 | $244.8M | $115.3M | ||
| Q2 25 | $246.8M | $104.7M | ||
| Q1 25 | $250.0M | $97.1M | ||
| Q4 24 | $251.8M | $92.1M | ||
| Q3 24 | $238.4M | $71.1M | ||
| Q2 24 | $238.1M | $48.5M | ||
| Q1 24 | $234.0M | $51.0M |
总资产MECPBYI
| Q4 25 | $563.6M | $216.3M | ||
| Q3 25 | $585.6M | $202.9M | ||
| Q2 25 | $433.7M | $194.9M | ||
| Q1 25 | $447.7M | $196.2M | ||
| Q4 24 | $445.6M | $213.3M | ||
| Q3 24 | $466.0M | $220.7M | ||
| Q2 24 | $488.2M | $205.0M | ||
| Q1 24 | $499.9M | $214.1M |
负债/权益比MECPBYI
| 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× | ||
| Q1 24 | — | 2.00× |
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 | $13.4M | $14.4M |
| 自由现金流经营现金流 - 资本支出 | $10.2M | $14.4M |
| 自由现金流率自由现金流/营收 | 7.6% | 19.1% |
| 资本支出强度资本支出/营收 | 2.4% | 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 | $26.9M | $41.7M |
8季度趋势，按日历期对齐
经营现金流MECPBYI
| Q4 25 | $13.4M | $14.4M | ||
| Q3 25 | $1.9M | $9.7M | ||
| Q2 25 | $15.0M | $14.1M | ||
| Q1 25 | $8.3M | $3.6M | ||
| Q4 24 | $38.0M | $15.6M | ||
| Q3 24 | $17.9M | $11.0M | ||
| Q2 24 | $23.3M | $1.0M | ||
| Q1 24 | $10.6M | $11.2M |
自由现金流MECPBYI
| Q4 25 | $10.2M | $14.4M | ||
| Q3 25 | $-1.1M | $9.7M | ||
| Q2 25 | $12.5M | $14.1M | ||
| Q1 25 | $5.4M | $3.6M | ||
| Q4 24 | $35.6M | $15.6M | ||
| Q3 24 | $15.1M | $11.0M | ||
| Q2 24 | $19.2M | $1.0M | ||
| Q1 24 | $7.8M | — |
自由现金流率MECPBYI
| Q4 25 | 7.6% | 19.1% | ||
| Q3 25 | -0.8% | 17.7% | ||
| Q2 25 | 9.5% | 26.8% | ||
| Q1 25 | 4.0% | 7.7% | ||
| Q4 24 | 29.4% | 26.4% | ||
| Q3 24 | 11.1% | 13.7% | ||
| Q2 24 | 11.7% | 2.1% | ||
| Q1 24 | 4.9% | — |
资本支出强度MECPBYI
| Q4 25 | 2.4% | 0.0% | ||
| Q3 25 | 2.1% | 0.0% | ||
| Q2 25 | 1.8% | 0.0% | ||
| Q1 25 | 2.2% | 0.1% | ||
| Q4 24 | 1.9% | 0.0% | ||
| Q3 24 | 2.1% | 0.0% | ||
| Q2 24 | 2.5% | 0.0% | ||
| Q1 24 | 1.7% | 0.0% |
现金转化率MECPBYI
| Q4 25 | — | — | ||
| Q3 25 | — | 1.10× | ||
| Q2 25 | — | 2.41× | ||
| Q1 25 | 416.65× | 1.21× | ||
| Q4 24 | 2.38× | — | ||
| Q3 24 | 6.03× | 0.54× | ||
| Q2 24 | 6.15× | — | ||
| Q1 24 | 3.28× | — |
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
MEC
| Fabrication | $72.2M | 54% |
| Construction And Access | $19.2M | 14% |
| Tubes | $16.2M | 12% |
| Other Market | $11.9M | 9% |
| Agriculture | $7.7M | 6% |
| Military | $6.7M | 5% |
| Outdoor Sports | $1.7M | 1% |
PBYI
暂无分部数据
