vs
Enpro Inc.（NPO）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
Enpro Inc.的季度营收约是Ultragenyx Pharmaceutical Inc.的1.4倍（$295.4M vs $207.3M），Enpro Inc.净利率更高（-10.8% vs -62.0%，领先51.2%），Ultragenyx Pharmaceutical Inc.同比增速更快（25.9% vs 14.3%），过去两年Ultragenyx Pharmaceutical Inc.的营收复合增速更高（38.0% vs 7.1%）
Enpro是总部位于美国的工业技术企业，面向半导体、航空航天、发电、重卡、农业机械、化工处理、浆纸、生命科学等技术密集型领域设计生产专用产品及材料。公司在全球12个国家布局61个核心生产基地，下设密封技术、先进表面技术及工程技术三大业务板块。
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。
NPO vs RARE — 直观对比
营收规模更大
NPO
是对方的1.4倍
$207.3M
营收增速更快
RARE
高出11.6%
14.3%
净利率更高
NPO
高出51.2%
-62.0%
两年增速更快
RARE
近两年复合增速
7.1%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $295.4M | $207.3M |
| 净利润 | $-32.0M | $-128.6M |
| 毛利率 | 42.1% | — |
| 营业利润率 | 11.2% | -54.7% |
| 净利率 | -10.8% | -62.0% |
| 营收同比 | 14.3% | 25.9% |
| 净利润同比 | -330.2% | 3.5% |
| 每股收益（稀释后） | $-1.50 | $-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
营收NPORARE
| Q4 25 | $295.4M | $207.3M | ||
| Q3 25 | $286.6M | $159.9M | ||
| Q2 25 | $288.1M | $166.5M | ||
| Q1 25 | $273.2M | $139.3M | ||
| Q4 24 | $258.4M | $164.6M | ||
| Q3 24 | $260.9M | $139.5M | ||
| Q2 24 | $271.9M | $147.0M | ||
| Q1 24 | $257.5M | $108.8M |
净利润NPORARE
| Q4 25 | $-32.0M | $-128.6M | ||
| Q3 25 | $21.6M | $-180.4M | ||
| Q2 25 | $26.4M | $-115.0M | ||
| Q1 25 | $24.5M | $-151.1M | ||
| Q4 24 | $13.9M | $-133.2M | ||
| Q3 24 | $19.8M | $-133.5M | ||
| Q2 24 | $26.7M | $-131.6M | ||
| Q1 24 | $12.5M | $-170.7M |
毛利率NPORARE
| Q4 25 | 42.1% | — | ||
| Q3 25 | 41.9% | — | ||
| Q2 25 | 43.3% | — | ||
| Q1 25 | 43.3% | — | ||
| Q4 24 | 42.3% | — | ||
| Q3 24 | 42.3% | — | ||
| Q2 24 | 43.8% | — | ||
| Q1 24 | 41.2% | — |
营业利润率NPORARE
| Q4 25 | 11.2% | -54.7% | ||
| Q3 25 | 14.3% | -106.9% | ||
| Q2 25 | 15.9% | -64.8% | ||
| Q1 25 | 15.3% | -102.6% | ||
| Q4 24 | 12.5% | -74.3% | ||
| Q3 24 | 13.1% | -94.6% | ||
| Q2 24 | 17.7% | -79.1% | ||
| Q1 24 | 10.9% | -151.9% |
净利率NPORARE
| Q4 25 | -10.8% | -62.0% | ||
| Q3 25 | 7.5% | -112.8% | ||
| Q2 25 | 9.2% | -69.0% | ||
| Q1 25 | 9.0% | -108.5% | ||
| Q4 24 | 5.4% | -80.9% | ||
| Q3 24 | 7.6% | -95.7% | ||
| Q2 24 | 9.8% | -89.5% | ||
| Q1 24 | 4.9% | -156.8% |
每股收益（稀释后）NPORARE
| Q4 25 | $-1.50 | $-1.28 | ||
| Q3 25 | $1.01 | $-1.81 | ||
| Q2 25 | $1.25 | $-1.17 | ||
| Q1 25 | $1.15 | $-1.57 | ||
| Q4 24 | $0.65 | $-1.34 | ||
| Q3 24 | $0.94 | $-1.40 | ||
| Q2 24 | $1.27 | $-1.52 | ||
| Q1 24 | $0.59 | $-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 | $114.7M | $421.0M |
| 总债务越低越好 | $655.3M | — |
| 股东权益账面价值 | $1.5B | $-80.0M |
| 总资产 | $2.7B | $1.5B |
| 负债/权益比越低杠杆越低 | 0.42× | — |
8季度趋势，按日历期对齐
现金及短期投资NPORARE
| Q4 25 | $114.7M | $421.0M | ||
| Q3 25 | $132.9M | $202.5M | ||
| Q2 25 | $107.1M | $176.3M | ||
| Q1 25 | $240.3M | $127.1M | ||
| Q4 24 | $236.3M | $174.0M | ||
| Q3 24 | $206.9M | $150.6M | ||
| Q2 24 | $175.9M | $480.7M | ||
| Q1 24 | $163.9M | $112.3M |
总债务NPORARE
| Q4 25 | $655.3M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $640.1M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $644.9M | — |
股东权益NPORARE
| Q4 25 | $1.5B | $-80.0M | ||
| Q3 25 | $1.5B | $9.2M | ||
| Q2 25 | $1.5B | $151.3M | ||
| Q1 25 | $1.5B | $144.2M | ||
| Q4 24 | $1.4B | $255.0M | ||
| Q3 24 | $1.5B | $346.8M | ||
| Q2 24 | $1.4B | $432.4M | ||
| Q1 24 | $1.4B | $140.3M |
总资产NPORARE
| Q4 25 | $2.7B | $1.5B | ||
| Q3 25 | $2.4B | $1.2B | ||
| Q2 25 | $2.4B | $1.3B | ||
| Q1 25 | $2.5B | $1.3B | ||
| Q4 24 | $2.5B | $1.5B | ||
| Q3 24 | $2.5B | $1.5B | ||
| Q2 24 | $2.5B | $1.6B | ||
| Q1 24 | $2.5B | $1.3B |
负债/权益比NPORARE
| Q4 25 | 0.42× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.45× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 0.46× | — |
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 | — | $-99.8M |
| 自由现金流经营现金流 - 资本支出 | — | $-100.8M |
| 自由现金流率自由现金流/营收 | — | -48.6% |
| 资本支出强度资本支出/营收 | 4.1% | 0.5% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $-472.0M |
8季度趋势，按日历期对齐
经营现金流NPORARE
| Q4 25 | — | $-99.8M | ||
| Q3 25 | $65.3M | $-91.4M | ||
| Q2 25 | $52.2M | $-108.3M | ||
| Q1 25 | $21.0M | $-166.5M | ||
| Q4 24 | $59.4M | $-79.3M | ||
| Q3 24 | $54.0M | $-67.0M | ||
| Q2 24 | $43.2M | $-77.0M | ||
| Q1 24 | $6.3M | $-190.7M |
自由现金流NPORARE
| Q4 25 | — | $-100.8M | ||
| Q3 25 | $53.4M | $-92.7M | ||
| Q2 25 | $42.3M | $-110.7M | ||
| Q1 25 | $13.0M | $-167.8M | ||
| Q4 24 | $49.1M | $-79.5M | ||
| Q3 24 | $48.3M | $-68.6M | ||
| Q2 24 | $38.3M | $-79.0M | ||
| Q1 24 | $-1.9M | $-193.9M |
自由现金流率NPORARE
| Q4 25 | — | -48.6% | ||
| Q3 25 | 18.6% | -58.0% | ||
| Q2 25 | 14.7% | -66.5% | ||
| Q1 25 | 4.8% | -120.5% | ||
| Q4 24 | 19.0% | -48.3% | ||
| Q3 24 | 18.5% | -49.2% | ||
| Q2 24 | 14.1% | -53.7% | ||
| Q1 24 | -0.7% | -178.2% |
资本支出强度NPORARE
| Q4 25 | 4.1% | 0.5% | ||
| Q3 25 | 4.2% | 0.8% | ||
| Q2 25 | 3.4% | 1.5% | ||
| Q1 25 | 2.9% | 1.0% | ||
| Q4 24 | 4.0% | 0.1% | ||
| Q3 24 | 2.2% | 1.2% | ||
| Q2 24 | 1.8% | 1.4% | ||
| Q1 24 | 3.2% | 3.0% |
现金转化率NPORARE
| Q4 25 | — | — | ||
| Q3 25 | 3.02× | — | ||
| Q2 25 | 1.98× | — | ||
| Q1 25 | 0.86× | — | ||
| Q4 24 | 4.27× | — | ||
| Q3 24 | 2.73× | — | ||
| Q2 24 | 1.62× | — | ||
| Q1 24 | 0.50× | — |
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
NPO
| Sealing Technologies Segment | $187.0M | 63% |
| General Industrial | $71.3M | 24% |
| Power Generation | $19.9M | 7% |
| Oiland Gas Market | $15.0M | 5% |
| Semiconductors | $2.2M | 1% |
RARE
| Royalty | $105.6M | 51% |
| Products | $101.7M | 49% |
