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NOVANTA INC（NOVT）与Ultragenyx Pharmaceutical Inc.（RARE）财务数据对比。点击上方公司名可切换其他公司
NOVANTA INC的季度营收约是Ultragenyx Pharmaceutical Inc.的1.2倍（$258.3M vs $207.3M），NOVANTA INC净利率更高（6.8% vs -62.0%，领先68.8%），Ultragenyx Pharmaceutical Inc.同比增速更快（25.9% vs 8.5%），NOVANTA INC自由现金流更多（$5.1M vs $-100.8M），过去两年Ultragenyx Pharmaceutical Inc.的营收复合增速更高（38.0% vs 5.8%）
Novanta Inc是一家全球技术供应商，主营高精度光子学、运动控制与机器视觉解决方案，核心服务领域覆盖医疗设备制造、先进工业自动化、机器人及生命科学行业，助力全球客户提升产品性能、推动技术创新。
Ultragenyx Pharmaceutical Inc.是一家总部位于美国的生物制药企业，专注于研发罕见病和超罕见遗传病的创新治疗方案，这类疾病目前大多无获批疗法，存在大量未被满足的临床需求。公司覆盖生物制剂、小分子药物、基因疗法、反义寡核苷酸及mRNA等多种药物技术平台，研发管线涵盖骨骼、内分泌、代谢、肌肉及中枢神经系统疾病领域。
NOVT vs RARE — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $258.3M | $207.3M |
| 净利润 | $17.5M | $-128.6M |
| 毛利率 | 43.8% | — |
| 营业利润率 | 9.6% | -54.7% |
| 净利率 | 6.8% | -62.0% |
| 营收同比 | 8.5% | 25.9% |
| 净利润同比 | 6.1% | 3.5% |
| 每股收益（稀释后） | $0.46 | $-1.28 |
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
| Q4 25 | $258.3M | $207.3M | ||
| Q3 25 | $247.8M | $159.9M | ||
| Q2 25 | $241.0M | $166.5M | ||
| Q1 25 | $233.4M | $139.3M | ||
| Q4 24 | $238.1M | $164.6M | ||
| Q3 24 | $244.4M | $139.5M | ||
| Q2 24 | $235.9M | $147.0M | ||
| Q1 24 | $230.9M | $108.8M |
| Q4 25 | $17.5M | $-128.6M | ||
| Q3 25 | $10.7M | $-180.4M | ||
| Q2 25 | $4.5M | $-115.0M | ||
| Q1 25 | $21.2M | $-151.1M | ||
| Q4 24 | $16.5M | $-133.2M | ||
| Q3 24 | $19.2M | $-133.5M | ||
| Q2 24 | $13.8M | $-131.6M | ||
| Q1 24 | $14.7M | $-170.7M |
| Q4 25 | 43.8% | — | ||
| Q3 25 | 44.8% | — | ||
| Q2 25 | 44.3% | — | ||
| Q1 25 | 44.7% | — | ||
| Q4 24 | 45.5% | — | ||
| Q3 24 | 44.7% | — | ||
| Q2 24 | 44.0% | — | ||
| Q1 24 | 43.5% | — |
| Q4 25 | 9.6% | -54.7% | ||
| Q3 25 | 8.8% | -106.9% | ||
| Q2 25 | 6.2% | -64.8% | ||
| Q1 25 | 13.9% | -102.6% | ||
| Q4 24 | 11.2% | -74.3% | ||
| Q3 24 | 13.3% | -94.6% | ||
| Q2 24 | 10.9% | -79.1% | ||
| Q1 24 | 11.1% | -151.9% |
| Q4 25 | 6.8% | -62.0% | ||
| Q3 25 | 4.3% | -112.8% | ||
| Q2 25 | 1.9% | -69.0% | ||
| Q1 25 | 9.1% | -108.5% | ||
| Q4 24 | 6.9% | -80.9% | ||
| Q3 24 | 7.9% | -95.7% | ||
| Q2 24 | 5.8% | -89.5% | ||
| Q1 24 | 6.4% | -156.8% |
| Q4 25 | $0.46 | $-1.28 | ||
| Q3 25 | $0.30 | $-1.81 | ||
| Q2 25 | $0.12 | $-1.17 | ||
| Q1 25 | $0.59 | $-1.57 | ||
| Q4 24 | $0.45 | $-1.34 | ||
| Q3 24 | $0.53 | $-1.40 | ||
| Q2 24 | $0.38 | $-1.52 | ||
| Q1 24 | $0.41 | $-2.03 |
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 | $380.9M | $421.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.3B | $-80.0M |
| 总资产 | $1.8B | $1.5B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q4 25 | $380.9M | $421.0M | ||
| Q3 25 | $89.2M | $202.5M | ||
| Q2 25 | $109.9M | $176.3M | ||
| Q1 25 | $106.0M | $127.1M | ||
| Q4 24 | $114.0M | $174.0M | ||
| Q3 24 | $92.7M | $150.6M | ||
| Q2 24 | $98.5M | $480.7M | ||
| Q1 24 | $93.5M | $112.3M |
| Q4 25 | $1.3B | $-80.0M | ||
| Q3 25 | $801.5M | $9.2M | ||
| Q2 25 | $801.4M | $151.3M | ||
| Q1 25 | $769.8M | $144.2M | ||
| Q4 24 | $745.7M | $255.0M | ||
| Q3 24 | $742.2M | $346.8M | ||
| Q2 24 | $702.0M | $432.4M | ||
| Q1 24 | $681.7M | $140.3M |
| Q4 25 | $1.8B | $1.5B | ||
| Q3 25 | $1.5B | $1.2B | ||
| Q2 25 | $1.5B | $1.3B | ||
| Q1 25 | $1.4B | $1.3B | ||
| Q4 24 | $1.4B | $1.5B | ||
| Q3 24 | $1.4B | $1.5B | ||
| Q2 24 | $1.4B | $1.6B | ||
| Q1 24 | $1.4B | $1.3B |
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 | $8.8M | $-99.8M |
| 自由现金流经营现金流 - 资本支出 | $5.1M | $-100.8M |
| 自由现金流率自由现金流/营收 | 2.0% | -48.6% |
| 资本支出强度资本支出/营收 | 1.4% | 0.5% |
| 现金转化率经营现金流/净利润 | 0.50× | — |
| 过去12个月自由现金流最近4个季度 | $48.4M | $-472.0M |
8季度趋势，按日历期对齐
| Q4 25 | $8.8M | $-99.8M | ||
| Q3 25 | $8.5M | $-91.4M | ||
| Q2 25 | $15.1M | $-108.3M | ||
| Q1 25 | $31.7M | $-166.5M | ||
| Q4 24 | $61.6M | $-79.3M | ||
| Q3 24 | $23.0M | $-67.0M | ||
| Q2 24 | $41.1M | $-77.0M | ||
| Q1 24 | $32.8M | $-190.7M |
| Q4 25 | $5.1M | $-100.8M | ||
| Q3 25 | $4.2M | $-92.7M | ||
| Q2 25 | $11.7M | $-110.7M | ||
| Q1 25 | $27.4M | $-167.8M | ||
| Q4 24 | $59.3M | $-79.5M | ||
| Q3 24 | $19.5M | $-68.6M | ||
| Q2 24 | $36.2M | $-79.0M | ||
| Q1 24 | $26.4M | $-193.9M |
| Q4 25 | 2.0% | -48.6% | ||
| Q3 25 | 1.7% | -58.0% | ||
| Q2 25 | 4.8% | -66.5% | ||
| Q1 25 | 11.7% | -120.5% | ||
| Q4 24 | 24.9% | -48.3% | ||
| Q3 24 | 8.0% | -49.2% | ||
| Q2 24 | 15.3% | -53.7% | ||
| Q1 24 | 11.4% | -178.2% |
| Q4 25 | 1.4% | 0.5% | ||
| Q3 25 | 1.7% | 0.8% | ||
| Q2 25 | 1.4% | 1.5% | ||
| Q1 25 | 1.8% | 1.0% | ||
| Q4 24 | 0.9% | 0.1% | ||
| Q3 24 | 1.5% | 1.2% | ||
| Q2 24 | 2.1% | 1.4% | ||
| Q1 24 | 2.8% | 3.0% |
| Q4 25 | 0.50× | — | ||
| Q3 25 | 0.80× | — | ||
| Q2 25 | 3.35× | — | ||
| Q1 25 | 1.49× | — | ||
| Q4 24 | 3.74× | — | ||
| Q3 24 | 1.20× | — | ||
| Q2 24 | 2.99× | — | ||
| Q1 24 | 2.24× | — |
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
NOVT
暂无分部数据
RARE
| Royalty | $105.6M | 51% |
| Products | $101.7M | 49% |
