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Northwest Bancshares, Inc.（NWBI）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
Ultragenyx Pharmaceutical Inc.的季度营收约是Northwest Bancshares, Inc.的1.2倍（$207.3M vs $175.1M），Northwest Bancshares, Inc.净利率更高（28.9% vs -62.0%，领先90.9%），过去两年Ultragenyx Pharmaceutical Inc.的营收复合增速更高（38.0% vs 33.7%）
西北银行是总部位于美国宾夕法尼亚州沃伦的金融机构，为银行控股公司西北银行股份有限公司（Northwest Bancshares, Inc.）的核心子公司，在宾夕法尼亚州、纽约州西部、俄亥俄州东北部、俄亥俄州阿巴拉契亚区域及印第安纳州共运营151家分支机构。
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。
NWBI vs RARE — 直观对比
营收规模更大
RARE
是对方的1.2倍
$175.1M
净利率更高
NWBI
高出90.9%
-62.0%
两年增速更快
RARE
近两年复合增速
33.7%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $175.1M | $207.3M |
| 净利润 | $50.5M | $-128.6M |
| 毛利率 | — | — |
| 营业利润率 | — | -54.7% |
| 净利率 | 28.9% | -62.0% |
| 营收同比 | — | 25.9% |
| 净利润同比 | — | 3.5% |
| 每股收益（稀释后） | $0.34 | $-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NWBIRARE
| Q1 26 | $175.1M | — | ||
| Q4 25 | $179.9M | $207.3M | ||
| Q3 25 | $168.2M | $159.9M | ||
| Q2 25 | $150.4M | $166.5M | ||
| Q1 25 | $156.2M | $139.3M | ||
| Q4 24 | $154.3M | $164.6M | ||
| Q3 24 | $139.1M | $139.5M | ||
| Q2 24 | $98.0M | $147.0M |
净利润NWBIRARE
| Q1 26 | $50.5M | — | ||
| Q4 25 | — | $-128.6M | ||
| Q3 25 | $3.2M | $-180.4M | ||
| Q2 25 | $33.7M | $-115.0M | ||
| Q1 25 | $43.5M | $-151.1M | ||
| Q4 24 | — | $-133.2M | ||
| Q3 24 | $33.6M | $-133.5M | ||
| Q2 24 | $4.7M | $-131.6M |
营业利润率NWBIRARE
| Q1 26 | — | — | ||
| Q4 25 | 32.6% | -54.7% | ||
| Q3 25 | 2.1% | -106.9% | ||
| Q2 25 | 29.3% | -64.8% | ||
| Q1 25 | 36.2% | -102.6% | ||
| Q4 24 | 27.5% | -74.3% | ||
| Q3 24 | 31.3% | -94.6% | ||
| Q2 24 | 6.1% | -79.1% |
净利率NWBIRARE
| Q1 26 | 28.9% | — | ||
| Q4 25 | — | -62.0% | ||
| Q3 25 | 1.9% | -112.8% | ||
| Q2 25 | 22.4% | -69.0% | ||
| Q1 25 | 27.8% | -108.5% | ||
| Q4 24 | — | -80.9% | ||
| Q3 24 | 24.2% | -95.7% | ||
| Q2 24 | 4.8% | -89.5% |
每股收益（稀释后）NWBIRARE
| Q1 26 | $0.34 | — | ||
| Q4 25 | $0.30 | $-1.28 | ||
| Q3 25 | $0.02 | $-1.81 | ||
| Q2 25 | $0.26 | $-1.17 | ||
| Q1 25 | $0.34 | $-1.57 | ||
| Q4 24 | $0.26 | $-1.34 | ||
| Q3 24 | $0.26 | $-1.40 | ||
| Q2 24 | $0.04 | $-1.52 |
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 | $286.7M | $421.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.9B | $-80.0M |
| 总资产 | $16.9B | $1.5B |
| 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NWBIRARE
| Q1 26 | $286.7M | — | ||
| Q4 25 | — | $421.0M | ||
| Q3 25 | — | $202.5M | ||
| Q2 25 | — | $176.3M | ||
| Q1 25 | — | $127.1M | ||
| Q4 24 | — | $174.0M | ||
| Q3 24 | — | $150.6M | ||
| Q2 24 | — | $480.7M |
股东权益NWBIRARE
| Q1 26 | $1.9B | — | ||
| Q4 25 | $1.9B | $-80.0M | ||
| Q3 25 | $1.9B | $9.2M | ||
| Q2 25 | $1.6B | $151.3M | ||
| Q1 25 | $1.6B | $144.2M | ||
| Q4 24 | $1.6B | $255.0M | ||
| Q3 24 | $1.6B | $346.8M | ||
| Q2 24 | $1.6B | $432.4M |
总资产NWBIRARE
| Q1 26 | $16.9B | — | ||
| Q4 25 | $16.8B | $1.5B | ||
| Q3 25 | $16.4B | $1.2B | ||
| Q2 25 | $14.5B | $1.3B | ||
| Q1 25 | $14.5B | $1.3B | ||
| Q4 24 | $14.4B | $1.5B | ||
| Q3 24 | $14.4B | $1.5B | ||
| Q2 24 | $14.4B | $1.6B |
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 | — | 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NWBIRARE
| Q1 26 | — | — | ||
| Q4 25 | $153.4M | $-99.8M | ||
| Q3 25 | $41.9M | $-91.4M | ||
| Q2 25 | $-2.3M | $-108.3M | ||
| Q1 25 | $107.6M | $-166.5M | ||
| Q4 24 | $127.7M | $-79.3M | ||
| Q3 24 | $93.3M | $-67.0M | ||
| Q2 24 | $40.7M | $-77.0M |
自由现金流NWBIRARE
| Q1 26 | — | — | ||
| Q4 25 | $141.8M | $-100.8M | ||
| Q3 25 | $38.3M | $-92.7M | ||
| Q2 25 | $-6.0M | $-110.7M | ||
| Q1 25 | $105.8M | $-167.8M | ||
| Q4 24 | $125.4M | $-79.5M | ||
| Q3 24 | $93.2M | $-68.6M | ||
| Q2 24 | $37.2M | $-79.0M |
自由现金流率NWBIRARE
| Q1 26 | — | — | ||
| Q4 25 | 78.8% | -48.6% | ||
| Q3 25 | 22.8% | -58.0% | ||
| Q2 25 | -4.0% | -66.5% | ||
| Q1 25 | 67.7% | -120.5% | ||
| Q4 24 | 81.3% | -48.3% | ||
| Q3 24 | 67.0% | -49.2% | ||
| Q2 24 | 37.9% | -53.7% |
资本支出强度NWBIRARE
| Q1 26 | — | — | ||
| Q4 25 | 6.5% | 0.5% | ||
| Q3 25 | 2.2% | 0.8% | ||
| Q2 25 | 2.4% | 1.5% | ||
| Q1 25 | 1.2% | 1.0% | ||
| Q4 24 | 1.5% | 0.1% | ||
| Q3 24 | 0.1% | 1.2% | ||
| Q2 24 | 3.6% | 1.4% |
现金转化率NWBIRARE
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 13.24× | — | ||
| Q2 25 | -0.07× | — | ||
| Q1 25 | 2.48× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.77× | — | ||
| Q2 24 | 8.56× | — |
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
NWBI
| Net Interest Income | $142.5M | 81% |
| Noninterest Income | $32.6M | 19% |
RARE
| Royalty | $105.6M | 51% |
| Products | $101.7M | 49% |
