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NCS Multistage Holdings, Inc.（NCSM）与PUMA BIOTECHNOLOGY, INC.（PBYI）财务数据对比。点击上方公司名可切换其他公司
PUMA BIOTECHNOLOGY, INC.的季度营收约是NCS Multistage Holdings, Inc.的1.5倍（$75.5M vs $50.6M），PUMA BIOTECHNOLOGY, INC.同比增速更快（27.7% vs 12.5%），PUMA BIOTECHNOLOGY, INC.自由现金流更多（$14.4M vs $12.9M），过去两年PUMA BIOTECHNOLOGY, INC.的营收复合增速更高（31.3% vs 7.4%）
NCS Multistage Holdings是一家全球能源技术与油田服务提供商，主营油气勘探生产用的完井系统与多级压裂工具，服务覆盖北美、拉美、中东及亚太市场，助力上游能源客户提升作业效率与资源采收率。
彪马生物技术是一家公开上市的生物制药企业，总部位于美国加利福尼亚州洛杉矶，专注于创新药物研发相关业务，在生物制药领域开展研发与商业化运营。
NCSM vs PBYI — 直观对比
营收规模更大
PBYI
是对方的1.5倍
$50.6M
营收增速更快
PBYI
高出15.2%
12.5%
自由现金流更多
PBYI
多$1.5M
$12.9M
两年增速更快
PBYI
近两年复合增速
7.4%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $50.6M | $75.5M |
| 净利润 | $15.0M | — |
| 毛利率 | — | 69.3% |
| 营业利润率 | 10.3% | 22.7% |
| 净利率 | 29.5% | — |
| 营收同比 | 12.5% | 27.7% |
| 净利润同比 | 331.0% | — |
| 每股收益（稀释后） | $5.43 | $0.26 |
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NCSMPBYI
| Q4 25 | $50.6M | $75.5M | ||
| Q3 25 | $46.5M | $54.5M | ||
| Q2 25 | $36.5M | $52.4M | ||
| Q1 25 | $50.0M | $46.0M | ||
| Q4 24 | $45.0M | $59.1M | ||
| Q3 24 | $44.0M | $80.5M | ||
| Q2 24 | $29.7M | $47.1M | ||
| Q1 24 | $43.9M | $43.8M |
净利润NCSMPBYI
| Q4 25 | $15.0M | — | ||
| Q3 25 | $3.8M | $8.8M | ||
| Q2 25 | $924.0K | $5.9M | ||
| Q1 25 | $4.1M | $3.0M | ||
| Q4 24 | $3.5M | — | ||
| Q3 24 | $4.1M | $20.3M | ||
| Q2 24 | $-3.1M | $-4.5M | ||
| Q1 24 | $2.1M | $-4.8M |
毛利率NCSMPBYI
| Q4 25 | — | 69.3% | ||
| Q3 25 | — | 77.7% | ||
| Q2 25 | — | 76.5% | ||
| Q1 25 | — | 77.1% | ||
| Q4 24 | — | 76.4% | ||
| Q3 24 | — | 63.9% | ||
| Q2 24 | — | 77.4% | ||
| Q1 24 | — | 75.5% |
营业利润率NCSMPBYI
| Q4 25 | 10.3% | 22.7% | ||
| Q3 25 | 6.6% | 17.6% | ||
| Q2 25 | -5.6% | 12.7% | ||
| Q1 25 | 8.6% | 8.7% | ||
| Q4 24 | 6.5% | 22.6% | ||
| Q3 24 | 6.9% | 27.4% | ||
| Q2 24 | -14.0% | -4.6% | ||
| Q1 24 | 5.7% | -5.3% |
净利率NCSMPBYI
| Q4 25 | 29.5% | — | ||
| Q3 25 | 8.2% | 16.2% | ||
| Q2 25 | 2.5% | 11.2% | ||
| Q1 25 | 8.1% | 6.5% | ||
| Q4 24 | 7.7% | — | ||
| Q3 24 | 9.4% | 25.2% | ||
| Q2 24 | -10.4% | -9.6% | ||
| Q1 24 | 4.7% | -11.0% |
每股收益（稀释后）NCSMPBYI
| Q4 25 | $5.43 | $0.26 | ||
| Q3 25 | $1.37 | $0.17 | ||
| Q2 25 | $0.34 | $0.12 | ||
| Q1 25 | $1.51 | $0.06 | ||
| Q4 24 | $1.34 | $0.40 | ||
| Q3 24 | $1.60 | $0.41 | ||
| Q2 24 | $-1.21 | $-0.09 | ||
| Q1 24 | $0.82 | $-0.10 |
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 | $36.7M | $97.5M |
| 总债务越低越好 | $5.3M | $22.7M |
| 股东权益账面价值 | $126.2M | $130.3M |
| 总资产 | $181.2M | $216.3M |
| 负债/权益比越低杠杆越低 | 0.04× | 0.17× |
8季度趋势，按日历期对齐
现金及短期投资NCSMPBYI
| Q4 25 | $36.7M | $97.5M | ||
| Q3 25 | $25.3M | $94.4M | ||
| Q2 25 | $25.4M | $96.0M | ||
| Q1 25 | $23.0M | $93.2M | ||
| Q4 24 | $25.9M | $101.0M | ||
| Q3 24 | $15.3M | $96.7M | ||
| Q2 24 | $18.6M | $96.8M | ||
| Q1 24 | $14.0M | $107.2M |
总债务NCSMPBYI
| Q4 25 | $5.3M | $22.7M | ||
| Q3 25 | $5.1M | $34.0M | ||
| Q2 25 | $5.5M | $45.3M | ||
| Q1 25 | $5.4M | $56.7M | ||
| Q4 24 | $6.0M | $68.0M | ||
| Q3 24 | $6.5M | $79.3M | ||
| Q2 24 | $6.8M | $90.7M | ||
| Q1 24 | $6.4M | $102.0M |
股东权益NCSMPBYI
| Q4 25 | $126.2M | $130.3M | ||
| Q3 25 | $110.1M | $115.3M | ||
| Q2 25 | $106.4M | $104.7M | ||
| Q1 25 | $103.2M | $97.1M | ||
| Q4 24 | $98.8M | $92.1M | ||
| Q3 24 | $96.0M | $71.1M | ||
| Q2 24 | $91.0M | $48.5M | ||
| Q1 24 | $93.7M | $51.0M |
总资产NCSMPBYI
| Q4 25 | $181.2M | $216.3M | ||
| Q3 25 | $162.0M | $202.9M | ||
| Q2 25 | $158.0M | $194.9M | ||
| Q1 25 | $155.1M | $196.2M | ||
| Q4 24 | $152.8M | $213.3M | ||
| Q3 24 | $145.8M | $220.7M | ||
| Q2 24 | $139.4M | $205.0M | ||
| Q1 24 | $140.9M | $214.1M |
负债/权益比NCSMPBYI
| Q4 25 | 0.04× | 0.17× | ||
| Q3 25 | 0.05× | 0.30× | ||
| Q2 25 | 0.05× | 0.43× | ||
| Q1 25 | 0.05× | 0.58× | ||
| Q4 24 | 0.06× | 0.74× | ||
| Q3 24 | 0.07× | 1.12× | ||
| Q2 24 | 0.08× | 1.87× | ||
| Q1 24 | 0.07× | 2.00× |
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 | $13.1M | $14.4M |
| 自由现金流经营现金流 - 资本支出 | $12.9M | $14.4M |
| 自由现金流率自由现金流/营收 | 25.5% | 19.1% |
| 资本支出强度资本支出/营收 | 0.4% | 0.0% |
| 现金转化率经营现金流/净利润 | 0.88× | — |
| 过去12个月自由现金流最近4个季度 | $21.0M | $41.7M |
8季度趋势，按日历期对齐
经营现金流NCSMPBYI
| Q4 25 | $13.1M | $14.4M | ||
| Q3 25 | $7.2M | $9.7M | ||
| Q2 25 | $3.5M | $14.1M | ||
| Q1 25 | $-1.6M | $3.6M | ||
| Q4 24 | $10.6M | $15.6M | ||
| Q3 24 | $-2.0M | $11.0M | ||
| Q2 24 | $6.0M | $1.0M | ||
| Q1 24 | $-1.9M | $11.2M |
自由现金流NCSMPBYI
| Q4 25 | $12.9M | $14.4M | ||
| Q3 25 | $6.9M | $9.7M | ||
| Q2 25 | $3.2M | $14.1M | ||
| Q1 25 | $-2.1M | $3.6M | ||
| Q4 24 | $10.4M | $15.6M | ||
| Q3 24 | $-2.5M | $11.0M | ||
| Q2 24 | $5.6M | $1.0M | ||
| Q1 24 | $-2.2M | — |
自由现金流率NCSMPBYI
| Q4 25 | 25.5% | 19.1% | ||
| Q3 25 | 14.9% | 17.7% | ||
| Q2 25 | 8.9% | 26.8% | ||
| Q1 25 | -4.2% | 7.7% | ||
| Q4 24 | 23.1% | 26.4% | ||
| Q3 24 | -5.6% | 13.7% | ||
| Q2 24 | 19.0% | 2.1% | ||
| Q1 24 | -5.0% | — |
资本支出强度NCSMPBYI
| Q4 25 | 0.4% | 0.0% | ||
| Q3 25 | 0.5% | 0.0% | ||
| Q2 25 | 0.8% | 0.0% | ||
| Q1 25 | 0.9% | 0.1% | ||
| Q4 24 | 0.5% | 0.0% | ||
| Q3 24 | 1.0% | 0.0% | ||
| Q2 24 | 1.1% | 0.0% | ||
| Q1 24 | 0.7% | 0.0% |
现金转化率NCSMPBYI
| Q4 25 | 0.88× | — | ||
| Q3 25 | 1.88× | 1.10× | ||
| Q2 25 | 3.81× | 2.41× | ||
| Q1 25 | -0.41× | 1.21× | ||
| Q4 24 | 3.07× | — | ||
| Q3 24 | -0.49× | 0.54× | ||
| Q2 24 | — | — | ||
| Q1 24 | -0.91× | — |
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
NCSM
| Products | $33.8M | 67% |
| Services | $16.8M | 33% |
PBYI
暂无分部数据
