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美格纳半导体(MX)与RECURSION PHARMACEUTICALS, INC.(RXRX)财务数据对比。点击上方公司名可切换其他公司
美格纳半导体的季度营收约是RECURSION PHARMACEUTICALS, INC.的1.1倍($40.6M vs $35.5M),美格纳半导体净利率更高(-19.9% vs -304.2%,领先284.3%),RECURSION PHARMACEUTICALS, INC.同比增速更快(681.7% vs -20.7%),美格纳半导体自由现金流更多($-4.8M vs $-47.3M),过去两年RECURSION PHARMACEUTICALS, INC.的营收复合增速更高(60.5% vs -3.4%)
美格纳半导体是一家全球化半导体设计制造企业,核心产品涵盖显示驱动芯片、电源管理芯片及传感器解决方案,广泛服务消费电子、汽车、工业、通信等领域的全球头部客户。
Recursion Pharmaceuticals是一家临床阶段生物技术企业,依托人工智能技术和高通量生物实验体系,开发针对罕见病、肿瘤、炎症性疾病等领域未满足医疗需求的创新疗法,核心市场覆盖北美,与全球多家生物制药企业合作推进在研管线落地。
MX vs RXRX — 直观对比
营收规模更大
MX
是对方的1.1倍
$35.5M
营收增速更快
RXRX
高出702.4%
-20.7%
净利率更高
MX
高出284.3%
-304.2%
自由现金流更多
MX
多$42.5M
$-47.3M
两年增速更快
RXRX
近两年复合增速
-3.4%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $40.6M | $35.5M |
| 净利润 | $-8.1M | $-108.1M |
| 毛利率 | 9.3% | 59.8% |
| 营业利润率 | -26.1% | -304.8% |
| 净利率 | -19.9% | -304.2% |
| 营收同比 | -20.7% | 681.7% |
| 净利润同比 | 50.4% | 39.6% |
| 每股收益(稀释后) | $-0.23 | $-0.17 |
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
MX
RXRX
| Q4 25 | $40.6M | $35.5M | ||
| Q3 25 | $45.9M | $5.2M | ||
| Q2 25 | $47.6M | $19.2M | ||
| Q1 25 | $44.7M | $14.7M | ||
| Q4 24 | $51.2M | $4.5M | ||
| Q3 24 | $55.4M | $26.1M | ||
| Q2 24 | $46.4M | $14.4M | ||
| Q1 24 | $43.4M | $13.8M |
净利润
MX
RXRX
| Q4 25 | $-8.1M | $-108.1M | ||
| Q3 25 | $-13.1M | $-162.3M | ||
| Q2 25 | $323.0K | $-171.9M | ||
| Q1 25 | $-8.9M | $-202.5M | ||
| Q4 24 | $-16.3M | $-178.9M | ||
| Q3 24 | $-9.6M | $-95.8M | ||
| Q2 24 | $-13.0M | $-97.5M | ||
| Q1 24 | $-15.4M | $-91.4M |
毛利率
MX
RXRX
| Q4 25 | 9.3% | 59.8% | ||
| Q3 25 | 18.6% | -183.8% | ||
| Q2 25 | 20.4% | -4.9% | ||
| Q1 25 | 20.9% | -48.0% | ||
| Q4 24 | 21.7% | -181.4% | ||
| Q3 24 | 20.8% | 53.7% | ||
| Q2 24 | 21.1% | 36.2% | ||
| Q1 24 | 14.6% | 19.1% |
营业利润率
MX
RXRX
| Q4 25 | -26.1% | -304.8% | ||
| Q3 25 | -25.1% | -3327.6% | ||
| Q2 25 | -15.6% | -916.8% | ||
| Q1 25 | -14.1% | -1297.9% | ||
| Q4 24 | -12.5% | -4042.4% | ||
| Q3 24 | -8.1% | -377.1% | ||
| Q2 24 | -12.3% | -697.4% | ||
| Q1 24 | -21.6% | -698.4% |
净利率
MX
RXRX
| Q4 25 | -19.9% | -304.2% | ||
| Q3 25 | -28.5% | -3135.3% | ||
| Q2 25 | 0.7% | -894.2% | ||
| Q1 25 | -19.9% | -1373.3% | ||
| Q4 24 | -31.8% | -3935.5% | ||
| Q3 24 | -17.3% | -367.5% | ||
| Q2 24 | -28.0% | -676.6% | ||
| Q1 24 | -35.5% | -662.4% |
每股收益(稀释后)
MX
RXRX
| Q4 25 | $-0.23 | $-0.17 | ||
| Q3 25 | $-0.36 | $-0.36 | ||
| Q2 25 | $0.01 | $-0.41 | ||
| Q1 25 | $-0.24 | $-0.50 | ||
| Q4 24 | $-0.44 | $-0.56 | ||
| Q3 24 | $-0.26 | $-0.34 | ||
| Q2 24 | $-0.34 | $-0.40 | ||
| Q1 24 | $-0.40 | $-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 | $103.8M | $743.3M |
| 总债务越低越好 | — | $9.6M |
| 股东权益账面价值 | $248.3M | $1.1B |
| 总资产 | $351.5M | $1.5B |
| 负债/权益比越低杠杆越低 | — | 0.01× |
8季度趋势,按日历期对齐
现金及短期投资
MX
RXRX
| Q4 25 | $103.8M | $743.3M | ||
| Q3 25 | $108.0M | $659.8M | ||
| Q2 25 | $113.3M | $525.1M | ||
| Q1 25 | $132.7M | $500.5M | ||
| Q4 24 | $138.6M | $594.4M | ||
| Q3 24 | $151.1M | $427.6M | ||
| Q2 24 | $162.5M | $474.3M | ||
| Q1 24 | $171.6M | $296.3M |
总债务
MX
RXRX
| Q4 25 | — | $9.6M | ||
| Q3 25 | — | $11.9M | ||
| Q2 25 | — | $14.2M | ||
| Q1 25 | — | $16.4M | ||
| Q4 24 | — | $19.0M | ||
| Q3 24 | — | $20.5M | ||
| Q2 24 | — | $22.9M | ||
| Q1 24 | — | — |
股东权益
MX
RXRX
| Q4 25 | $248.3M | $1.1B | ||
| Q3 25 | $255.3M | $1.0B | ||
| Q2 25 | $270.2M | $919.1M | ||
| Q1 25 | $269.2M | $933.9M | ||
| Q4 24 | $276.8M | $1.0B | ||
| Q3 24 | $299.6M | $524.6M | ||
| Q2 24 | $305.8M | $584.4M | ||
| Q1 24 | $321.9M | $401.2M |
总资产
MX
RXRX
| Q4 25 | $351.5M | $1.5B | ||
| Q3 25 | $359.6M | $1.4B | ||
| Q2 25 | $370.5M | $1.3B | ||
| Q1 25 | $373.9M | $1.3B | ||
| Q4 24 | $379.3M | $1.4B | ||
| Q3 24 | $411.4M | $726.5M | ||
| Q2 24 | $412.7M | $775.9M | ||
| Q1 24 | $426.2M | $557.8M |
负债/权益比
MX
RXRX
| Q4 25 | — | 0.01× | ||
| Q3 25 | — | 0.01× | ||
| Q2 25 | — | 0.02× | ||
| Q1 25 | — | 0.02× | ||
| Q4 24 | — | 0.02× | ||
| Q3 24 | — | 0.04× | ||
| Q2 24 | — | 0.04× | ||
| Q1 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 | $5.4M | $-46.1M |
| 自由现金流经营现金流 - 资本支出 | $-4.8M | $-47.3M |
| 自由现金流率自由现金流/营收 | -11.9% | -133.1% |
| 资本支出强度资本支出/营收 | 25.3% | 3.5% |
| 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 | $-54.2M | $-378.3M |
8季度趋势,按日历期对齐
经营现金流
MX
RXRX
| Q4 25 | $5.4M | $-46.1M | ||
| Q3 25 | $162.0K | $-117.4M | ||
| Q2 25 | $-25.1M | $-76.4M | ||
| Q1 25 | $-4.7M | $-132.0M | ||
| Q4 24 | $11.9M | $-115.4M | ||
| Q3 24 | $-12.9M | $-59.2M | ||
| Q2 24 | $-1.1M | $-82.2M | ||
| Q1 24 | $-4.0M | $-102.3M |
自由现金流
MX
RXRX
| Q4 25 | $-4.8M | $-47.3M | ||
| Q3 25 | $-7.5M | $-117.6M | ||
| Q2 25 | $-37.0M | $-79.6M | ||
| Q1 25 | $-4.9M | $-133.8M | ||
| Q4 24 | $4.4M | $-116.7M | ||
| Q3 24 | $-15.5M | $-63.8M | ||
| Q2 24 | $-2.0M | $-83.4M | ||
| Q1 24 | $-4.6M | $-109.0M |
自由现金流率
MX
RXRX
| Q4 25 | -11.9% | -133.1% | ||
| Q3 25 | -16.3% | -2272.5% | ||
| Q2 25 | -77.7% | -413.9% | ||
| Q1 25 | -10.9% | -907.4% | ||
| Q4 24 | 8.7% | -2567.7% | ||
| Q3 24 | -28.0% | -244.6% | ||
| Q2 24 | -4.3% | -578.5% | ||
| Q1 24 | -10.7% | -789.9% |
资本支出强度
MX
RXRX
| Q4 25 | 25.3% | 3.5% | ||
| Q3 25 | 16.7% | 4.7% | ||
| Q2 25 | 24.9% | 16.4% | ||
| Q1 25 | 0.5% | 12.4% | ||
| Q4 24 | 14.5% | 28.6% | ||
| Q3 24 | 4.7% | 17.5% | ||
| Q2 24 | 1.9% | 8.2% | ||
| Q1 24 | 1.5% | 48.2% |
现金转化率
MX
RXRX
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | -77.81× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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
MX
| Power Analog Solutions | $36.8M | 91% |
| Power Ic | $3.8M | 9% |
RXRX
暂无分部数据