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NWPX Infrastructure, Inc.（NWPX）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NWPX Infrastructure, Inc.的1.5倍（$207.3M vs $138.3M），NWPX Infrastructure, Inc.净利率更高（7.6% vs -62.0%，领先69.6%），Ultragenyx Pharmaceutical Inc.同比增速更快（25.9% vs 19.1%），过去两年Ultragenyx Pharmaceutical Inc.的营收复合增速更高（38.0% vs 3.3%）
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。
NWPX vs RARE — 直观对比
营收规模更大
RARE
是对方的1.5倍
$138.3M
营收增速更快
RARE
高出6.8%
19.1%
净利率更高
NWPX
高出69.6%
-62.0%
两年增速更快
RARE
近两年复合增速
3.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $138.3M | $207.3M |
| 净利润 | $10.5M | $-128.6M |
| 毛利率 | 19.3% | — |
| 营业利润率 | 9.2% | -54.7% |
| 净利率 | 7.6% | -62.0% |
| 营收同比 | 19.1% | 25.9% |
| 净利润同比 | 165.7% | 3.5% |
| 每股收益（稀释后） | $1.08 | $-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NWPXRARE
| Q1 26 | $138.3M | — | ||
| Q4 25 | $125.6M | $207.3M | ||
| Q3 25 | $151.1M | $159.9M | ||
| Q2 25 | $133.2M | $166.5M | ||
| Q1 25 | $116.1M | $139.3M | ||
| Q4 24 | $119.6M | $164.6M | ||
| Q3 24 | $130.2M | $139.5M | ||
| Q2 24 | $129.5M | $147.0M |
净利润NWPXRARE
| Q1 26 | $10.5M | — | ||
| Q4 25 | $8.9M | $-128.6M | ||
| Q3 25 | $13.5M | $-180.4M | ||
| Q2 25 | $9.1M | $-115.0M | ||
| Q1 25 | $4.0M | $-151.1M | ||
| Q4 24 | $10.1M | $-133.2M | ||
| Q3 24 | $10.3M | $-133.5M | ||
| Q2 24 | $8.6M | $-131.6M |
毛利率NWPXRARE
| Q1 26 | 19.3% | — | ||
| Q4 25 | 21.3% | — | ||
| Q3 25 | 21.3% | — | ||
| Q2 25 | 19.0% | — | ||
| Q1 25 | 16.7% | — | ||
| Q4 24 | 18.8% | — | ||
| Q3 24 | 20.8% | — | ||
| Q2 24 | 19.9% | — |
营业利润率NWPXRARE
| Q1 26 | 9.2% | — | ||
| Q4 25 | 10.4% | -54.7% | ||
| Q3 25 | 12.6% | -106.9% | ||
| Q2 25 | 9.9% | -64.8% | ||
| Q1 25 | 4.8% | -102.6% | ||
| Q4 24 | 8.8% | -74.3% | ||
| Q3 24 | 11.9% | -94.6% | ||
| Q2 24 | 10.5% | -79.1% |
净利率NWPXRARE
| Q1 26 | 7.6% | — | ||
| Q4 25 | 7.1% | -62.0% | ||
| Q3 25 | 8.9% | -112.8% | ||
| Q2 25 | 6.8% | -69.0% | ||
| Q1 25 | 3.4% | -108.5% | ||
| Q4 24 | 8.4% | -80.9% | ||
| Q3 24 | 7.9% | -95.7% | ||
| Q2 24 | 6.7% | -89.5% |
每股收益（稀释后）NWPXRARE
| Q1 26 | $1.08 | — | ||
| Q4 25 | $0.88 | $-1.28 | ||
| Q3 25 | $1.38 | $-1.81 | ||
| Q2 25 | $0.91 | $-1.17 | ||
| Q1 25 | $0.39 | $-1.57 | ||
| Q4 24 | $1.00 | $-1.34 | ||
| Q3 24 | $1.02 | $-1.40 | ||
| Q2 24 | $0.86 | $-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 | $14.3M | $421.0M |
| 总债务越低越好 | $10.7M | — |
| 股东权益账面价值 | $403.7M | $-80.0M |
| 总资产 | $634.1M | $1.5B |
| 负债/权益比越低杠杆越低 | 0.03× | — |
8季度趋势，按日历期对齐
现金及短期投资NWPXRARE
| Q1 26 | $14.3M | — | ||
| Q4 25 | $2.3M | $421.0M | ||
| Q3 25 | $2.7M | $202.5M | ||
| Q2 25 | $2.0M | $176.3M | ||
| Q1 25 | $5.3M | $127.1M | ||
| Q4 24 | $5.0M | $174.0M | ||
| Q3 24 | $5.7M | $150.6M | ||
| Q2 24 | $4.5M | $480.7M |
总债务NWPXRARE
| Q1 26 | $10.7M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益NWPXRARE
| Q1 26 | $403.7M | — | ||
| Q4 25 | $394.8M | $-80.0M | ||
| Q3 25 | $386.4M | $9.2M | ||
| Q2 25 | $379.5M | $151.3M | ||
| Q1 25 | $378.5M | $144.2M | ||
| Q4 24 | $374.0M | $255.0M | ||
| Q3 24 | $362.4M | $346.8M | ||
| Q2 24 | $351.2M | $432.4M |
总资产NWPXRARE
| Q1 26 | $634.1M | — | ||
| Q4 25 | $579.6M | $1.5B | ||
| Q3 25 | $605.2M | $1.2B | ||
| Q2 25 | $592.6M | $1.3B | ||
| Q1 25 | $582.2M | $1.3B | ||
| Q4 24 | $589.7M | $1.5B | ||
| Q3 24 | $617.2M | $1.5B | ||
| Q2 24 | $631.7M | $1.6B |
负债/权益比NWPXRARE
| Q1 26 | 0.03× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $29.3M | $-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 | 2.78× | — |
| 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NWPXRARE
| Q1 26 | $29.3M | — | ||
| Q4 25 | $36.0M | $-99.8M | ||
| Q3 25 | $21.0M | $-91.4M | ||
| Q2 25 | $5.4M | $-108.3M | ||
| Q1 25 | $4.8M | $-166.5M | ||
| Q4 24 | $36.1M | $-79.3M | ||
| Q3 24 | $22.7M | $-67.0M | ||
| Q2 24 | $22.3M | $-77.0M |
自由现金流NWPXRARE
| Q1 26 | — | — | ||
| Q4 25 | $30.8M | $-100.8M | ||
| Q3 25 | $13.2M | $-92.7M | ||
| Q2 25 | $1.9M | $-110.7M | ||
| Q1 25 | $1.2M | $-167.8M | ||
| Q4 24 | $31.9M | $-79.5M | ||
| Q3 24 | $16.8M | $-68.6M | ||
| Q2 24 | $16.2M | $-79.0M |
自由现金流率NWPXRARE
| Q1 26 | — | — | ||
| Q4 25 | 24.5% | -48.6% | ||
| Q3 25 | 8.7% | -58.0% | ||
| Q2 25 | 1.4% | -66.5% | ||
| Q1 25 | 1.0% | -120.5% | ||
| Q4 24 | 26.7% | -48.3% | ||
| Q3 24 | 12.9% | -49.2% | ||
| Q2 24 | 12.5% | -53.7% |
资本支出强度NWPXRARE
| Q1 26 | — | — | ||
| Q4 25 | 4.1% | 0.5% | ||
| Q3 25 | 5.2% | 0.8% | ||
| Q2 25 | 2.6% | 1.5% | ||
| Q1 25 | 3.2% | 1.0% | ||
| Q4 24 | 3.5% | 0.1% | ||
| Q3 24 | 4.6% | 1.2% | ||
| Q2 24 | 4.7% | 1.4% |
现金转化率NWPXRARE
| Q1 26 | 2.78× | — | ||
| Q4 25 | 4.06× | — | ||
| Q3 25 | 1.55× | — | ||
| Q2 25 | 0.60× | — | ||
| Q1 25 | 1.22× | — | ||
| Q4 24 | 3.58× | — | ||
| Q3 24 | 2.22× | — | ||
| Q2 24 | 2.58× | — |
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
NWPX
| Water Transmission Systems | $93.5M | 68% |
| Precast Infrastructure and Engineered Systems | $44.8M | 32% |
RARE
| Royalty | $105.6M | 51% |
| Products | $101.7M | 49% |
