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NEUROCRINE BIOSCIENCES INC（NBIX）与Revolution Medicines, Inc.（RVMD）财务数据对比。点击上方公司名可切换其他公司
NEUROCRINE BIOSCIENCES INC自由现金流更多（$386.0M vs $-139.5M）。过去两年NEUROCRINE BIOSCIENCES INC的营收复合增速更高（25.0% vs -100.0%）
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。
Tempus AI是美国健康科技企业，2015年由埃里克·莱夫科夫斯基在伊利诺伊州芝加哥创立，成立契机为其妻子确诊乳腺癌。公司依托数据与人工智能技术，为肿瘤、心脏病、放射医学、抑郁症等领域提供包含诊断在内的精准医疗服务，2024年6月14日于纳斯达克上市，股票代码为TEM。
NBIX vs RVMD — 直观对比
营收规模更大
NBIX
是对方的Infinity倍
$0
自由现金流更多
NBIX
多$525.5M
$-139.5M
两年增速更快
NBIX
近两年复合增速
-100.0%
损益表 — Q4 2025 vs Q4 2024
| 指标 | | |
|---|---|---|
| 营收 | $805.5M | $0 |
| 净利润 | $153.7M | $-194.6M |
| 毛利率 | 97.8% | — |
| 营业利润率 | 26.2% | — |
| 净利率 | 19.1% | — |
| 营收同比 | 28.3% | — |
| 净利润同比 | 49.1% | -20.4% |
| 每股收益（稀释后） | $1.49 | $-1.13 |
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NBIXRVMD
| Q4 25 | $805.5M | — | ||
| Q3 25 | $794.9M | — | ||
| Q2 25 | $687.5M | — | ||
| Q1 25 | $572.6M | — | ||
| Q4 24 | $627.7M | $0 | ||
| Q3 24 | $622.1M | $0 | ||
| Q2 24 | $590.2M | $0 | ||
| Q1 24 | $515.3M | $0 |
净利润NBIXRVMD
| Q4 25 | $153.7M | — | ||
| Q3 25 | $209.5M | — | ||
| Q2 25 | $107.5M | — | ||
| Q1 25 | $7.9M | — | ||
| Q4 24 | $103.1M | $-194.6M | ||
| Q3 24 | $129.8M | $-156.3M | ||
| Q2 24 | $65.0M | $-133.2M | ||
| Q1 24 | $43.4M | $-116.0M |
毛利率NBIXRVMD
| 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% | — | ||
| Q1 24 | 98.5% | — |
营业利润率NBIXRVMD
| Q4 25 | 26.2% | — | ||
| Q3 25 | 30.1% | — | ||
| Q2 25 | 21.2% | — | ||
| Q1 25 | 4.1% | — | ||
| Q4 24 | 22.6% | — | ||
| Q3 24 | 29.5% | — | ||
| Q2 24 | 24.6% | — | ||
| Q1 24 | 19.3% | — |
净利率NBIXRVMD
| Q4 25 | 19.1% | — | ||
| Q3 25 | 26.4% | — | ||
| Q2 25 | 15.6% | — | ||
| Q1 25 | 1.4% | — | ||
| Q4 24 | 16.4% | — | ||
| Q3 24 | 20.9% | — | ||
| Q2 24 | 11.0% | — | ||
| Q1 24 | 8.4% | — |
每股收益（稀释后）NBIXRVMD
| Q4 25 | $1.49 | — | ||
| Q3 25 | $2.04 | — | ||
| Q2 25 | $1.06 | — | ||
| Q1 25 | $0.08 | — | ||
| Q4 24 | $1.00 | $-1.13 | ||
| Q3 24 | $1.24 | $-0.94 | ||
| Q2 24 | $0.63 | $-0.81 | ||
| Q1 24 | $0.42 | $-0.70 |
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 | $2.3B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.3B | $2.3B |
| 总资产 | $4.6B | $2.6B |
| 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NBIXRVMD
| Q4 25 | $713.0M | — | ||
| Q3 25 | $340.2M | — | ||
| Q2 25 | $264.0M | — | ||
| Q1 25 | $194.1M | — | ||
| Q4 24 | $233.0M | $2.3B | ||
| Q3 24 | $349.1M | $1.5B | ||
| Q2 24 | $139.7M | $1.6B | ||
| Q1 24 | $396.3M | $1.7B |
股东权益NBIXRVMD
| Q4 25 | $3.3B | — | ||
| Q3 25 | $3.0B | — | ||
| Q2 25 | $2.7B | — | ||
| Q1 25 | $2.5B | — | ||
| Q4 24 | $2.6B | $2.3B | ||
| Q3 24 | $2.7B | $1.6B | ||
| Q2 24 | $2.5B | $1.6B | ||
| Q1 24 | $2.4B | $1.7B |
总资产NBIXRVMD
| Q4 25 | $4.6B | — | ||
| Q3 25 | $4.3B | — | ||
| Q2 25 | $3.9B | — | ||
| Q1 25 | $3.7B | — | ||
| Q4 24 | $3.7B | $2.6B | ||
| Q3 24 | $3.5B | $1.8B | ||
| Q2 24 | $3.3B | $1.8B | ||
| Q1 24 | $3.5B | $1.9B |
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 | $-138.3M |
| 自由现金流经营现金流 - 资本支出 | $386.0M | $-139.5M |
| 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 | $-567.7M |
8季度趋势，按日历期对齐
经营现金流NBIXRVMD
| Q4 25 | $388.4M | — | ||
| Q3 25 | $227.5M | — | ||
| Q2 25 | $102.0M | — | ||
| Q1 25 | $64.8M | — | ||
| Q4 24 | $242.5M | $-138.3M | ||
| Q3 24 | $158.0M | $-130.4M | ||
| Q2 24 | $64.6M | $-128.2M | ||
| Q1 24 | $130.3M | $-160.6M |
自由现金流NBIXRVMD
| Q4 25 | $386.0M | — | ||
| Q3 25 | $214.3M | — | ||
| Q2 25 | $89.5M | — | ||
| Q1 25 | $54.1M | — | ||
| Q4 24 | $235.2M | $-139.5M | ||
| Q3 24 | $149.9M | $-133.9M | ||
| Q2 24 | $53.0M | $-130.6M | ||
| Q1 24 | $119.1M | $-163.7M |
自由现金流率NBIXRVMD
| 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% | — | ||
| Q1 24 | 23.1% | — |
资本支出强度NBIXRVMD
| 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% | — | ||
| Q1 24 | 2.2% | — |
现金转化率NBIXRVMD
| Q4 25 | 2.53× | — | ||
| Q3 25 | 1.09× | — | ||
| Q2 25 | 0.95× | — | ||
| Q1 25 | 8.20× | — | ||
| Q4 24 | 2.35× | — | ||
| Q3 24 | 1.22× | — | ||
| Q2 24 | 0.99× | — | ||
| Q1 24 | 3.00× | — |
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% |
RVMD
暂无分部数据
