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MP Materials Corp.（MP）与Pacira BioSciences, Inc.（PCRX）财务数据对比。点击上方公司名可切换其他公司
Pacira BioSciences, Inc.的季度营收约是MP Materials Corp.的2.0倍（$177.4M vs $90.6M），Pacira BioSciences, Inc.净利率更高（1.6% vs -8.8%，领先10.4%），MP Materials Corp.同比增速更快（49.1% vs 5.0%），过去两年MP Materials Corp.的营收复合增速更高（70.3% vs -0.2%）
MP Materials Corp.是总部位于美国的稀土材料生产商，拥有并运营加利福尼亚州芒廷帕斯矿，这是西半球唯一在产的稀土开采及加工设施，所产核心材料可广泛应用于电动汽车、风力发电机、国防工业等多个关键领域。
Pacira BioSciences是一家专科制药企业，专注于非阿片类疼痛管理药物的研发与商业化，核心产品线面向术后镇痛场景，服务以美国为主的医院、门诊手术中心等医疗服务机构，同时推进部分国际市场的拓展工作。
MP vs PCRX — 直观对比
营收规模更大
PCRX
是对方的2.0倍
$90.6M
营收增速更快
MP
高出44.1%
5.0%
净利率更高
PCRX
高出10.4%
-8.8%
两年增速更快
MP
近两年复合增速
-0.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $90.6M | $177.4M |
| 净利润 | $-8.0M | $2.9M |
| 毛利率 | — | — |
| 营业利润率 | — | 3.9% |
| 净利率 | -8.8% | 1.6% |
| 营收同比 | 49.1% | 5.0% |
| 净利润同比 | 64.8% | — |
| 每股收益（稀释后） | $-0.04 | $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MPPCRX
| Q1 26 | $90.6M | $177.4M | ||
| Q4 25 | $52.7M | $196.9M | ||
| Q3 25 | $53.6M | $179.5M | ||
| Q2 25 | $57.4M | $181.1M | ||
| Q1 25 | $60.8M | $168.9M | ||
| Q4 24 | $61.0M | $187.3M | ||
| Q3 24 | $62.9M | $168.6M | ||
| Q2 24 | $31.3M | $178.0M |
净利润MPPCRX
| Q1 26 | $-8.0M | $2.9M | ||
| Q4 25 | $9.4M | — | ||
| Q3 25 | $-41.8M | $5.4M | ||
| Q2 25 | $-30.9M | $-4.8M | ||
| Q1 25 | $-22.6M | $4.8M | ||
| Q4 24 | $-22.3M | — | ||
| Q3 24 | $-25.5M | $-143.5M | ||
| Q2 24 | $-34.1M | $18.9M |
毛利率MPPCRX
| Q1 26 | — | — | ||
| Q4 25 | — | 79.5% | ||
| Q3 25 | — | 80.9% | ||
| Q2 25 | — | 77.4% | ||
| Q1 25 | — | 79.7% | ||
| Q4 24 | — | 78.7% | ||
| Q3 24 | — | 76.9% | ||
| Q2 24 | — | 75.1% |
营业利润率MPPCRX
| Q1 26 | — | 3.9% | ||
| Q4 25 | -7.0% | 1.2% | ||
| Q3 25 | -125.2% | 3.5% | ||
| Q2 25 | -76.5% | 4.7% | ||
| Q1 25 | -57.2% | 1.2% | ||
| Q4 24 | -72.1% | 13.2% | ||
| Q3 24 | -62.8% | -82.8% | ||
| Q2 24 | -171.1% | 15.9% |
净利率MPPCRX
| Q1 26 | -8.8% | 1.6% | ||
| Q4 25 | 17.9% | — | ||
| Q3 25 | -78.0% | 3.0% | ||
| Q2 25 | -53.8% | -2.7% | ||
| Q1 25 | -37.2% | 2.8% | ||
| Q4 24 | -36.6% | — | ||
| Q3 24 | -40.5% | -85.1% | ||
| Q2 24 | -108.9% | 10.6% |
每股收益（稀释后）MPPCRX
| Q1 26 | $-0.04 | $0.07 | ||
| Q4 25 | $0.07 | $0.05 | ||
| Q3 25 | $-0.24 | $0.12 | ||
| Q2 25 | $-0.19 | $-0.11 | ||
| Q1 25 | $-0.14 | $0.10 | ||
| Q4 24 | $-0.12 | $0.38 | ||
| Q3 24 | $-0.16 | $-3.11 | ||
| Q2 24 | $-0.21 | $0.39 |
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 | $1.7B | $144.3M |
| 总债务越低越好 | $1.0B | — |
| 股东权益账面价值 | $2.0B | $653.9M |
| 总资产 | $3.8B | $1.2B |
| 负债/权益比越低杠杆越低 | 0.51× | — |
8季度趋势，按日历期对齐
现金及短期投资MPPCRX
| Q1 26 | $1.7B | $144.3M | ||
| Q4 25 | $1.2B | $238.4M | ||
| Q3 25 | $1.1B | $246.3M | ||
| Q2 25 | $261.5M | $445.9M | ||
| Q1 25 | $198.3M | $493.6M | ||
| Q4 24 | $282.4M | $484.6M | ||
| Q3 24 | $284.4M | $453.8M | ||
| Q2 24 | $295.6M | $404.2M |
总债务MPPCRX
| Q1 26 | $1.0B | — | ||
| Q4 25 | $998.7M | $372.2M | ||
| Q3 25 | $997.3M | $376.7M | ||
| Q2 25 | $910.8M | $580.5M | ||
| Q1 25 | $909.8M | $583.4M | ||
| Q4 24 | $908.7M | $585.3M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益MPPCRX
| Q1 26 | $2.0B | $653.9M | ||
| Q4 25 | $2.0B | $693.1M | ||
| Q3 25 | $2.0B | $727.2M | ||
| Q2 25 | $1.0B | $757.8M | ||
| Q1 25 | $1.0B | $798.5M | ||
| Q4 24 | $1.1B | $778.3M | ||
| Q3 24 | $1.1B | $749.6M | ||
| Q2 24 | $1.1B | $879.3M |
总资产MPPCRX
| Q1 26 | $3.8B | $1.2B | ||
| Q4 25 | $3.9B | $1.3B | ||
| Q3 25 | $3.8B | $1.3B | ||
| Q2 25 | $2.3B | $1.5B | ||
| Q1 25 | $2.4B | $1.6B | ||
| Q4 24 | $2.3B | $1.6B | ||
| Q3 24 | $2.3B | $1.5B | ||
| Q2 24 | $2.4B | $1.6B |
负债/权益比MPPCRX
| Q1 26 | 0.51× | — | ||
| Q4 25 | 0.50× | 0.54× | ||
| Q3 25 | 0.51× | 0.52× | ||
| Q2 25 | 0.90× | 0.77× | ||
| Q1 25 | 0.88× | 0.73× | ||
| Q4 24 | 0.86× | 0.75× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $-1.9M | — |
| 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 | — | — |
| 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MPPCRX
| Q1 26 | $-1.9M | — | ||
| Q4 25 | $-46.9M | $43.7M | ||
| Q3 25 | $-42.0M | $60.8M | ||
| Q2 25 | $-3.7M | $12.0M | ||
| Q1 25 | $-63.2M | $35.5M | ||
| Q4 24 | $30.5M | $33.1M | ||
| Q3 24 | $-6.8M | $53.9M | ||
| Q2 24 | $30.8M | $53.2M |
自由现金流MPPCRX
| Q1 26 | — | — | ||
| Q4 25 | $-109.3M | $43.5M | ||
| Q3 25 | $-92.5M | $57.0M | ||
| Q2 25 | $-32.7M | $9.3M | ||
| Q1 25 | $-93.7M | $26.9M | ||
| Q4 24 | $-11.2M | $31.0M | ||
| Q3 24 | $-53.3M | $49.8M | ||
| Q2 24 | $-15.6M | $51.6M |
自由现金流率MPPCRX
| Q1 26 | — | — | ||
| Q4 25 | -207.4% | 22.1% | ||
| Q3 25 | -172.8% | 31.7% | ||
| Q2 25 | -56.9% | 5.1% | ||
| Q1 25 | -154.0% | 15.9% | ||
| Q4 24 | -18.3% | 16.6% | ||
| Q3 24 | -84.7% | 29.6% | ||
| Q2 24 | -50.1% | 29.0% |
资本支出强度MPPCRX
| Q1 26 | — | — | ||
| Q4 25 | 118.5% | 0.1% | ||
| Q3 25 | 94.3% | 2.2% | ||
| Q2 25 | 50.5% | 1.5% | ||
| Q1 25 | 50.1% | 5.1% | ||
| Q4 24 | 68.3% | 1.1% | ||
| Q3 24 | 73.8% | 2.4% | ||
| Q2 24 | 148.7% | 0.9% |
现金转化率MPPCRX
| Q1 26 | — | — | ||
| Q4 25 | -4.97× | — | ||
| Q3 25 | — | 11.20× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 7.37× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 2.82× |
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
MP
| Materials Segment | $72.2M | 80% |
| Magnetics Segment | $21.1M | 23% |
PCRX
| EXPAREL | $143.3M | 81% |
| ZILRETTA | $26.8M | 15% |
| iovera° | $6.2M | 3% |
| Bupivacaine liposome injectable suspension | $1.2M | 1% |
