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NEUROCRINE BIOSCIENCES INC（NBIX）与越洋钻探（RIG）财务数据对比。点击上方公司名可切换其他公司
越洋钻探的季度营收约是NEUROCRINE BIOSCIENCES INC的1.3倍（$1.0B vs $805.5M），NEUROCRINE BIOSCIENCES INC净利率更高（19.1% vs 2.4%，领先16.7%），NEUROCRINE BIOSCIENCES INC同比增速更快（28.3% vs 9.6%），NEUROCRINE BIOSCIENCES INC自由现金流更多（$386.0M vs $321.0M），过去两年NEUROCRINE BIOSCIENCES INC的营收复合增速更高（25.0% vs 16.9%）
Neurocrine Biosciences是1992年成立的美国生物制药企业，总部位于加利福尼亚州圣地亚哥，截至2024年10月首席执行官为Kyle Gano。公司专注于神经及内分泌相关疾病的疗法研发，旗下药物缬苯那嗪（商品名Ingrezza）于2017年获美国批准，用于治疗成人迟发性运动障碍。
越洋钻探（Transocean Ltd.）是按营收计全球规模最大的海上钻探承包商，总部位于瑞士施泰因豪森，起源于美国，目前在加拿大、美国、挪威、英国、印度、巴西、新加坡等20个国家设有办事机构，业务覆盖全球主要海上油气开采区域。
NBIX vs RIG — 直观对比
营收规模更大
RIG
是对方的1.3倍
$805.5M
营收增速更快
NBIX
高出18.8%
9.6%
净利率更高
NBIX
高出16.7%
2.4%
自由现金流更多
NBIX
多$65.0M
$321.0M
两年增速更快
NBIX
近两年复合增速
16.9%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $805.5M | $1.0B |
| 净利润 | $153.7M | $25.0M |
| 毛利率 | 97.8% | 42.0% |
| 营业利润率 | 26.2% | 23.0% |
| 净利率 | 19.1% | 2.4% |
| 营收同比 | 28.3% | 9.6% |
| 净利润同比 | 49.1% | 257.1% |
| 每股收益（稀释后） | $1.49 | $0.13 |
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NBIXRIG
| Q4 25 | $805.5M | $1.0B | ||
| Q3 25 | $794.9M | $1.0B | ||
| Q2 25 | $687.5M | $988.0M | ||
| Q1 25 | $572.6M | $906.0M | ||
| Q4 24 | $627.7M | $952.0M | ||
| Q3 24 | $622.1M | $948.0M | ||
| Q2 24 | $590.2M | $861.0M | ||
| Q1 24 | $515.3M | $763.0M |
净利润NBIXRIG
| Q4 25 | $153.7M | $25.0M | ||
| Q3 25 | $209.5M | $-1.9B | ||
| Q2 25 | $107.5M | $-938.0M | ||
| Q1 25 | $7.9M | $-79.0M | ||
| Q4 24 | $103.1M | $7.0M | ||
| Q3 24 | $129.8M | $-494.0M | ||
| Q2 24 | $65.0M | $-123.0M | ||
| Q1 24 | $43.4M | $98.0M |
毛利率NBIXRIG
| Q4 25 | 97.8% | 42.0% | ||
| Q3 25 | 98.2% | 43.2% | ||
| Q2 25 | 98.4% | 39.4% | ||
| Q1 25 | 98.4% | 31.8% | ||
| Q4 24 | 98.5% | 39.2% | ||
| Q3 24 | 98.7% | 40.6% | ||
| Q2 24 | 98.4% | 38.0% | ||
| Q1 24 | 98.5% | 31.5% |
营业利润率NBIXRIG
| Q4 25 | 26.2% | 23.0% | ||
| Q3 25 | 30.1% | -163.1% | ||
| Q2 25 | 21.2% | -97.6% | ||
| Q1 25 | 4.1% | 7.1% | ||
| Q4 24 | 22.6% | 13.7% | ||
| Q3 24 | 29.5% | -51.2% | ||
| Q2 24 | 24.6% | -6.9% | ||
| Q1 24 | 19.3% | -0.4% |
净利率NBIXRIG
| Q4 25 | 19.1% | 2.4% | ||
| Q3 25 | 26.4% | -187.1% | ||
| Q2 25 | 15.6% | -94.9% | ||
| Q1 25 | 1.4% | -8.7% | ||
| Q4 24 | 16.4% | 0.7% | ||
| Q3 24 | 20.9% | -52.1% | ||
| Q2 24 | 11.0% | -14.3% | ||
| Q1 24 | 8.4% | 12.8% |
每股收益（稀释后）NBIXRIG
| Q4 25 | $1.49 | $0.13 | ||
| Q3 25 | $2.04 | $-2.00 | ||
| Q2 25 | $1.06 | $-1.06 | ||
| Q1 25 | $0.08 | $-0.11 | ||
| Q4 24 | $1.00 | $-0.14 | ||
| Q3 24 | $1.24 | $-0.58 | ||
| Q2 24 | $0.63 | $-0.15 | ||
| Q1 24 | $0.42 | $0.11 |
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 | $713.0M | $620.0M |
| 总债务越低越好 | — | $5.2B |
| 股东权益账面价值 | $3.3B | $8.1B |
| 总资产 | $4.6B | $15.6B |
| 负债/权益比越低杠杆越低 | — | 0.64× |
8季度趋势，按日历期对齐
现金及短期投资NBIXRIG
| Q4 25 | $713.0M | $620.0M | ||
| Q3 25 | $340.2M | $833.0M | ||
| Q2 25 | $264.0M | $377.0M | ||
| Q1 25 | $194.1M | $263.0M | ||
| Q4 24 | $233.0M | $560.0M | ||
| Q3 24 | $349.1M | $435.0M | ||
| Q2 24 | $139.7M | $475.0M | ||
| Q1 24 | $396.3M | $446.0M |
总债务NBIXRIG
| Q4 25 | — | $5.2B | ||
| Q3 25 | — | $4.8B | ||
| Q2 25 | — | $5.9B | ||
| Q1 25 | — | $5.9B | ||
| Q4 24 | — | $6.2B | ||
| Q3 24 | — | $6.5B | ||
| Q2 24 | — | $6.8B | ||
| Q1 24 | — | $6.8B |
股东权益NBIXRIG
| Q4 25 | $3.3B | $8.1B | ||
| Q3 25 | $3.0B | $8.1B | ||
| Q2 25 | $2.7B | $9.4B | ||
| Q1 25 | $2.5B | $10.2B | ||
| Q4 24 | $2.6B | $10.3B | ||
| Q3 24 | $2.7B | $10.2B | ||
| Q2 24 | $2.5B | $10.7B | ||
| Q1 24 | $2.4B | $10.5B |
总资产NBIXRIG
| Q4 25 | $4.6B | $15.6B | ||
| Q3 25 | $4.3B | $16.2B | ||
| Q2 25 | $3.9B | $17.8B | ||
| Q1 25 | $3.7B | $19.0B | ||
| Q4 24 | $3.7B | $19.4B | ||
| Q3 24 | $3.5B | $19.5B | ||
| Q2 24 | $3.3B | $20.3B | ||
| Q1 24 | $3.5B | $19.9B |
负债/权益比NBIXRIG
| Q4 25 | — | 0.64× | ||
| Q3 25 | — | 0.60× | ||
| Q2 25 | — | 0.63× | ||
| Q1 25 | — | 0.58× | ||
| Q4 24 | — | 0.60× | ||
| Q3 24 | — | 0.64× | ||
| Q2 24 | — | 0.63× | ||
| Q1 24 | — | 0.65× |
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 | $388.4M | $349.0M |
| 自由现金流经营现金流 - 资本支出 | $386.0M | $321.0M |
| 自由现金流率自由现金流/营收 | 47.9% | 30.8% |
| 资本支出强度资本支出/营收 | 0.3% | 2.7% |
| 现金转化率经营现金流/净利润 | 2.53× | 13.96× |
| 过去12个月自由现金流最近4个季度 | $743.9M | $626.0M |
8季度趋势，按日历期对齐
经营现金流NBIXRIG
| Q4 25 | $388.4M | $349.0M | ||
| Q3 25 | $227.5M | $246.0M | ||
| Q2 25 | $102.0M | $128.0M | ||
| Q1 25 | $64.8M | $26.0M | ||
| Q4 24 | $242.5M | $206.0M | ||
| Q3 24 | $158.0M | $194.0M | ||
| Q2 24 | $64.6M | $133.0M | ||
| Q1 24 | $130.3M | $-86.0M |
自由现金流NBIXRIG
| Q4 25 | $386.0M | $321.0M | ||
| Q3 25 | $214.3M | $235.0M | ||
| Q2 25 | $89.5M | $104.0M | ||
| Q1 25 | $54.1M | $-34.0M | ||
| Q4 24 | $235.2M | $177.0M | ||
| Q3 24 | $149.9M | $136.0M | ||
| Q2 24 | $53.0M | $49.0M | ||
| Q1 24 | $119.1M | $-169.0M |
自由现金流率NBIXRIG
| Q4 25 | 47.9% | 30.8% | ||
| Q3 25 | 27.0% | 22.9% | ||
| Q2 25 | 13.0% | 10.5% | ||
| Q1 25 | 9.4% | -3.8% | ||
| Q4 24 | 37.5% | 18.6% | ||
| Q3 24 | 24.1% | 14.3% | ||
| Q2 24 | 9.0% | 5.7% | ||
| Q1 24 | 23.1% | -22.1% |
资本支出强度NBIXRIG
| Q4 25 | 0.3% | 2.7% | ||
| Q3 25 | 1.7% | 1.1% | ||
| Q2 25 | 1.8% | 2.4% | ||
| Q1 25 | 1.9% | 6.6% | ||
| Q4 24 | 1.2% | 3.0% | ||
| Q3 24 | 1.3% | 6.1% | ||
| Q2 24 | 2.0% | 9.8% | ||
| Q1 24 | 2.2% | 10.9% |
现金转化率NBIXRIG
| Q4 25 | 2.53× | 13.96× | ||
| Q3 25 | 1.09× | — | ||
| Q2 25 | 0.95× | — | ||
| Q1 25 | 8.20× | — | ||
| Q4 24 | 2.35× | 29.43× | ||
| Q3 24 | 1.22× | — | ||
| Q2 24 | 0.99× | — | ||
| Q1 24 | 3.00× | -0.88× |
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
NBIX
| INGREZZA Net Product Sales | $653.8M | 81% |
| CRENESSITY Net Product Sales | $135.4M | 17% |
| Other Income | $12.6M | 2% |
| Collaboration Revenue | $7.2M | 1% |
RIG
| Ultra Deepwater Floaters | $433.0M | 42% |
| BR | $236.0M | 23% |
| Other Geographical | $211.0M | 20% |
| Harsh Environment Floaters | $163.0M | 16% |
