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Intellia Therapeutics, Inc.（NTLA）与Twist Bioscience Corp（TWST）财务数据对比。点击上方公司名可切换其他公司
Twist Bioscience Corp的季度营收约是Intellia Therapeutics, Inc.的4.5倍（$103.7M vs $23.0M），Twist Bioscience Corp净利率更高（-29.4% vs -416.2%，领先386.7%），Intellia Therapeutics, Inc.同比增速更快（78.8% vs 16.9%），Twist Bioscience Corp自由现金流更多（$-34.8M vs $-69.4M）
Intellia Therapeutics是美国临床阶段生物技术企业，专注于依托CRISPR技术开发具有潜在治愈效果的创新疗法。公司体内项目采用静脉注射CRISPR疗法，通过专属递送技术可在特定靶组织内精准编辑致病基因；体外项目则利用CRISPR改造细胞制备治疗产品，主攻未被满足的医疗需求。
Twist Bioscience是总部位于美国南旧金山的上市生物技术企业，由艾米丽·勒普鲁斯特、比尔·班亚伊及比尔·佩克于2013年创立，专注于合成DNA及相关DNA产品的研发生产，服务覆盖多行业领域的客户需求。
NTLA vs TWST — 直观对比
营收规模更大
TWST
是对方的4.5倍
$23.0M
营收增速更快
NTLA
高出61.9%
16.9%
净利率更高
TWST
高出386.7%
-416.2%
自由现金流更多
TWST
多$34.6M
$-69.4M
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $23.0M | $103.7M |
| 净利润 | $-95.8M | $-30.5M |
| 毛利率 | — | 52.0% |
| 营业利润率 | -428.9% | -31.7% |
| 净利率 | -416.2% | -29.4% |
| 营收同比 | 78.8% | 16.9% |
| 净利润同比 | 25.7% | 3.4% |
| 每股收益（稀释后） | $-0.81 | $-0.50 |
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NTLATWST
| Q4 25 | $23.0M | $103.7M | ||
| Q3 25 | $13.8M | — | ||
| Q2 25 | $14.2M | — | ||
| Q1 25 | $16.6M | — | ||
| Q4 24 | $12.9M | — | ||
| Q3 24 | $9.1M | — | ||
| Q2 24 | $7.0M | — | ||
| Q1 24 | $28.9M | — |
净利润NTLATWST
| Q4 25 | $-95.8M | $-30.5M | ||
| Q3 25 | $-101.3M | — | ||
| Q2 25 | $-101.3M | — | ||
| Q1 25 | $-114.3M | — | ||
| Q4 24 | $-128.9M | — | ||
| Q3 24 | $-135.7M | — | ||
| Q2 24 | $-147.0M | — | ||
| Q1 24 | $-107.4M | — |
毛利率NTLATWST
| Q4 25 | — | 52.0% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
营业利润率NTLATWST
| Q4 25 | -428.9% | -31.7% | ||
| Q3 25 | -808.9% | — | ||
| Q2 25 | -772.2% | — | ||
| Q1 25 | -726.6% | — | ||
| Q4 24 | -1059.9% | — | ||
| Q3 24 | -1589.0% | — | ||
| Q2 24 | -1998.6% | — | ||
| Q1 24 | -394.0% | — |
净利率NTLATWST
| Q4 25 | -416.2% | -29.4% | ||
| Q3 25 | -735.2% | — | ||
| Q2 25 | -710.8% | — | ||
| Q1 25 | -687.6% | — | ||
| Q4 24 | -1001.2% | — | ||
| Q3 24 | -1489.5% | — | ||
| Q2 24 | -2112.6% | — | ||
| Q1 24 | -371.3% | — |
每股收益（稀释后）NTLATWST
| Q4 25 | $-0.81 | $-0.50 | ||
| Q3 25 | $-0.92 | — | ||
| Q2 25 | $-0.98 | — | ||
| Q1 25 | $-1.10 | — | ||
| Q4 24 | $-1.27 | — | ||
| Q3 24 | $-1.34 | — | ||
| Q2 24 | $-1.52 | — | ||
| Q1 24 | $-1.12 | — |
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 | $449.9M | $197.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $671.4M | $456.1M |
| 总资产 | $842.1M | $638.1M |
| 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NTLATWST
| Q4 25 | $449.9M | $197.9M | ||
| Q3 25 | $511.0M | — | ||
| Q2 25 | $459.7M | — | ||
| Q1 25 | $503.7M | — | ||
| Q4 24 | $601.5M | — | ||
| Q3 24 | $658.1M | — | ||
| Q2 24 | $691.1M | — | ||
| Q1 24 | $791.3M | — |
股东权益NTLATWST
| Q4 25 | $671.4M | $456.1M | ||
| Q3 25 | $748.4M | — | ||
| Q2 25 | $715.3M | — | ||
| Q1 25 | $779.9M | — | ||
| Q4 24 | $872.0M | — | ||
| Q3 24 | $962.6M | — | ||
| Q2 24 | $971.1M | — | ||
| Q1 24 | $1.0B | — |
总资产NTLATWST
| Q4 25 | $842.1M | $638.1M | ||
| Q3 25 | $925.3M | — | ||
| Q2 25 | $898.9M | — | ||
| Q1 25 | $986.2M | — | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | $1.2B | — | ||
| Q2 24 | $1.2B | — | ||
| Q1 24 | $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 | $-69.3M | $-24.8M |
| 自由现金流经营现金流 - 资本支出 | $-69.4M | $-34.8M |
| 自由现金流率自由现金流/营收 | -301.6% | -33.5% |
| 资本支出强度资本支出/营收 | 0.5% | 9.6% |
| 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 | $-395.9M | — |
8季度趋势，按日历期对齐
经营现金流NTLATWST
| Q4 25 | $-69.3M | $-24.8M | ||
| Q3 25 | $-76.9M | — | ||
| Q2 25 | $-99.6M | — | ||
| Q1 25 | $-148.9M | — | ||
| Q4 24 | $-85.2M | — | ||
| Q3 24 | $-84.8M | — | ||
| Q2 24 | $-58.2M | — | ||
| Q1 24 | $-120.7M | — |
自由现金流NTLATWST
| Q4 25 | $-69.4M | $-34.8M | ||
| Q3 25 | $-76.9M | — | ||
| Q2 25 | $-99.9M | — | ||
| Q1 25 | $-149.7M | — | ||
| Q4 24 | $-86.2M | — | ||
| Q3 24 | $-86.1M | — | ||
| Q2 24 | $-59.2M | — | ||
| Q1 24 | $-123.2M | — |
自由现金流率NTLATWST
| Q4 25 | -301.6% | -33.5% | ||
| Q3 25 | -558.2% | — | ||
| Q2 25 | -701.0% | — | ||
| Q1 25 | -900.1% | — | ||
| Q4 24 | -669.4% | — | ||
| Q3 24 | -945.2% | — | ||
| Q2 24 | -850.9% | — | ||
| Q1 24 | -425.7% | — |
资本支出强度NTLATWST
| Q4 25 | 0.5% | 9.6% | ||
| Q3 25 | 0.2% | — | ||
| Q2 25 | 1.7% | — | ||
| Q1 25 | 4.4% | — | ||
| Q4 24 | 7.6% | — | ||
| Q3 24 | 14.0% | — | ||
| Q2 24 | 14.5% | — | ||
| Q1 24 | 8.7% | — |
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
NTLA
| Avencell Therapeutics Inc | $21.0M | 91% |
| Other | $1.0M | 4% |
| Avencell | $1.0M | 4% |
TWST
| Industrial Chemicals | $37.2M | 36% |
| Diagnostics | $35.3M | 34% |
| Food Or Agriculture | $12.8M | 12% |
| Academic Research | $12.2M | 12% |
| Health Care | $6.1M | 6% |
