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NEUROCRINE BIOSCIENCES INC（NBIX）与Rithm Capital Corp.（RITM）财务数据对比。点击上方公司名可切换其他公司
Rithm Capital Corp.的季度营收约是NEUROCRINE BIOSCIENCES INC的1.0倍（$828.2M vs $805.5M），NEUROCRINE BIOSCIENCES INC净利率更高（19.1% vs 13.2%，领先5.9%），NEUROCRINE BIOSCIENCES INC同比增速更快（28.3% vs -40.0%），过去两年NEUROCRINE BIOSCIENCES INC的营收复合增速更高（25.0% vs -17.9%）
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。
Rithm Capital Corp.是总部位于美国纽约的投资管理机构，核心业务聚焦房地产投资与另类资产投资，依托专业的投研团队和成熟的市场运营经验，为合作伙伴及投资者提供优质的资产配置解决方案与长期收益回报。
NBIX vs RITM — 直观对比
营收规模更大
RITM
是对方的1.0倍
$805.5M
营收增速更快
NBIX
高出68.3%
-40.0%
净利率更高
NBIX
高出5.9%
13.2%
两年增速更快
NBIX
近两年复合增速
-17.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $805.5M | $828.2M |
| 净利润 | $153.7M | $109.5M |
| 毛利率 | 97.8% | — |
| 营业利润率 | 26.2% | — |
| 净利率 | 19.1% | 13.2% |
| 营收同比 | 28.3% | -40.0% |
| 净利润同比 | 49.1% | 20.9% |
| 每股收益（稀释后） | $1.49 | $0.12 |
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NBIXRITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | $805.5M | $1.5B | ||
| Q3 25 | $794.9M | $1.1B | ||
| Q2 25 | $687.5M | $1.2B | ||
| Q1 25 | $572.6M | $768.4M | ||
| Q4 24 | $627.7M | $2.1B | ||
| Q3 24 | $622.1M | $619.5M | ||
| Q2 24 | $590.2M | $1.2B |
净利润NBIXRITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | $153.7M | $85.0M | ||
| Q3 25 | $209.5M | $221.5M | ||
| Q2 25 | $107.5M | $311.7M | ||
| Q1 25 | $7.9M | $78.8M | ||
| Q4 24 | $103.1M | $290.2M | ||
| Q3 24 | $129.8M | $121.7M | ||
| Q2 24 | $65.0M | $235.6M |
毛利率NBIXRITM
| Q1 26 | — | — | ||
| Q4 25 | 97.8% | — | ||
| Q3 25 | 98.2% | — | ||
| Q2 25 | 98.4% | — | ||
| Q1 25 | 98.4% | — | ||
| Q4 24 | 98.5% | — | ||
| Q3 24 | 98.7% | — | ||
| Q2 24 | 98.4% | — |
营业利润率NBIXRITM
| Q1 26 | — | — | ||
| Q4 25 | 26.2% | 13.8% | ||
| Q3 25 | 30.1% | 21.4% | ||
| Q2 25 | 21.2% | 25.2% | ||
| Q1 25 | 4.1% | 7.4% | ||
| Q4 24 | 22.6% | 23.8% | ||
| Q3 24 | 29.5% | 7.3% | ||
| Q2 24 | 24.6% | 23.6% |
净利率NBIXRITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | 19.1% | 5.7% | ||
| Q3 25 | 26.4% | 20.0% | ||
| Q2 25 | 15.6% | 25.6% | ||
| Q1 25 | 1.4% | 10.3% | ||
| Q4 24 | 16.4% | 14.0% | ||
| Q3 24 | 20.9% | 19.7% | ||
| Q2 24 | 11.0% | 19.2% |
每股收益（稀释后）NBIXRITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | $1.49 | $0.09 | ||
| Q3 25 | $2.04 | $0.35 | ||
| Q2 25 | $1.06 | $0.53 | ||
| Q1 25 | $0.08 | $0.07 | ||
| Q4 24 | $1.00 | $0.50 | ||
| Q3 24 | $1.24 | $0.20 | ||
| Q2 24 | $0.63 | $0.43 |
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 | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.3B | $9.1B |
| 总资产 | $4.6B | $53.4B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资NBIXRITM
| Q1 26 | — | — | ||
| Q4 25 | $713.0M | $1.8B | ||
| Q3 25 | $340.2M | $1.6B | ||
| Q2 25 | $264.0M | $1.6B | ||
| Q1 25 | $194.1M | $1.5B | ||
| Q4 24 | $233.0M | $1.5B | ||
| Q3 24 | $349.1M | $1.6B | ||
| Q2 24 | $139.7M | $1.2B |
总债务NBIXRITM
| Q1 26 | — | — | ||
| Q4 25 | — | $35.4B | ||
| Q3 25 | — | $32.2B | ||
| Q2 25 | — | $31.2B | ||
| Q1 25 | — | $32.2B | ||
| Q4 24 | — | $32.6B | ||
| Q3 24 | — | $29.6B | ||
| Q2 24 | — | $30.1B |
股东权益NBIXRITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $3.3B | $8.4B | ||
| Q3 25 | $3.0B | $8.5B | ||
| Q2 25 | $2.7B | $7.9B | ||
| Q1 25 | $2.5B | $7.8B | ||
| Q4 24 | $2.6B | $7.8B | ||
| Q3 24 | $2.7B | $7.7B | ||
| Q2 24 | $2.5B | $7.3B |
总资产NBIXRITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | $4.6B | $53.1B | ||
| Q3 25 | $4.3B | $47.2B | ||
| Q2 25 | $3.9B | $44.3B | ||
| Q1 25 | $3.7B | $45.3B | ||
| Q4 24 | $3.7B | $46.0B | ||
| Q3 24 | $3.5B | $42.3B | ||
| Q2 24 | $3.3B | $42.0B |
负债/权益比NBIXRITM
| Q1 26 | — | — | ||
| Q4 25 | — | 4.20× | ||
| Q3 25 | — | 3.79× | ||
| Q2 25 | — | 3.92× | ||
| Q1 25 | — | 4.14× | ||
| Q4 24 | — | 4.18× | ||
| Q3 24 | — | 3.87× | ||
| Q2 24 | — | 4.10× |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $386.0M | — |
| 自由现金流率自由现金流/营收 | 47.9% | — |
| 资本支出强度资本支出/营收 | 0.3% | — |
| 现金转化率经营现金流/净利润 | 2.53× | — |
| 过去12个月自由现金流最近4个季度 | $743.9M | — |
8季度趋势，按日历期对齐
经营现金流NBIXRITM
| Q1 26 | — | — | ||
| Q4 25 | $388.4M | $-114.6M | ||
| Q3 25 | $227.5M | $-2.0B | ||
| Q2 25 | $102.0M | $-557.1M | ||
| Q1 25 | $64.8M | $1.4B | ||
| Q4 24 | $242.5M | $-1.8B | ||
| Q3 24 | $158.0M | $768.1M | ||
| Q2 24 | $64.6M | $-55.7M |
自由现金流NBIXRITM
| Q1 26 | — | — | ||
| Q4 25 | $386.0M | — | ||
| Q3 25 | $214.3M | — | ||
| Q2 25 | $89.5M | — | ||
| Q1 25 | $54.1M | — | ||
| Q4 24 | $235.2M | — | ||
| Q3 24 | $149.9M | — | ||
| Q2 24 | $53.0M | — |
自由现金流率NBIXRITM
| Q1 26 | — | — | ||
| Q4 25 | 47.9% | — | ||
| Q3 25 | 27.0% | — | ||
| Q2 25 | 13.0% | — | ||
| Q1 25 | 9.4% | — | ||
| Q4 24 | 37.5% | — | ||
| Q3 24 | 24.1% | — | ||
| Q2 24 | 9.0% | — |
资本支出强度NBIXRITM
| Q1 26 | — | — | ||
| Q4 25 | 0.3% | — | ||
| Q3 25 | 1.7% | — | ||
| Q2 25 | 1.8% | — | ||
| Q1 25 | 1.9% | — | ||
| Q4 24 | 1.2% | — | ||
| Q3 24 | 1.3% | — | ||
| Q2 24 | 2.0% | — |
现金转化率NBIXRITM
| Q1 26 | — | — | ||
| Q4 25 | 2.53× | -1.35× | ||
| Q3 25 | 1.09× | -9.22× | ||
| Q2 25 | 0.95× | -1.79× | ||
| Q1 25 | 8.20× | 18.03× | ||
| Q4 24 | 2.35× | -6.04× | ||
| Q3 24 | 1.22× | 6.31× | ||
| Q2 24 | 0.99× | -0.24× |
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
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% |
RITM
| Servicing revenue, net | $375.1M | 45% |
| Other | $234.9M | 28% |
| Gain on originated residential mortgage loans, held-for-sale, net | $195.0M | 24% |
| Other revenue | $23.3M | 3% |
