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Origin Bancorp, Inc.（OBK）与PUMA BIOTECHNOLOGY, INC.（PBYI）财务数据对比。点击上方公司名可切换其他公司
Origin Bancorp, Inc.的季度营收约是PUMA BIOTECHNOLOGY, INC.的1.4倍（$104.0M vs $75.5M），过去两年PUMA BIOTECHNOLOGY, INC.的营收复合增速更高（31.3% vs 3.9%）
Origin Bancorp旗下的南方银行是一家社区发展金融机构，总部位于阿肯色州阿卡德尔菲亚。该机构成立于1986年，最初名为南方开发银行公司，常被简称为“南方”，专注服务社区发展相关金融需求。
彪马生物技术是一家公开上市的生物制药企业，总部位于美国加利福尼亚州洛杉矶，专注于创新药物研发相关业务，在生物制药领域开展研发与商业化运营。
OBK vs PBYI — 直观对比
营收规模更大
OBK
是对方的1.4倍
$75.5M
两年增速更快
PBYI
近两年复合增速
3.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $104.0M | $75.5M |
| 净利润 | $27.7M | — |
| 毛利率 | — | 69.3% |
| 营业利润率 | — | 22.7% |
| 净利率 | 26.6% | — |
| 营收同比 | — | 27.7% |
| 净利润同比 | — | — |
| 每股收益（稀释后） | $0.89 | $0.26 |
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OBKPBYI
| Q1 26 | $104.0M | — | ||
| Q4 25 | $103.4M | $75.5M | ||
| Q3 25 | $109.8M | $54.5M | ||
| Q2 25 | $83.5M | $52.4M | ||
| Q1 25 | $94.1M | $46.0M | ||
| Q4 24 | $78.3M | $59.1M | ||
| Q3 24 | $90.8M | $80.5M | ||
| Q2 24 | $96.4M | $47.1M |
净利润OBKPBYI
| Q1 26 | $27.7M | — | ||
| Q4 25 | $29.5M | — | ||
| Q3 25 | $8.6M | $8.8M | ||
| Q2 25 | $14.6M | $5.9M | ||
| Q1 25 | $22.4M | $3.0M | ||
| Q4 24 | $14.3M | — | ||
| Q3 24 | $18.6M | $20.3M | ||
| Q2 24 | $21.0M | $-4.5M |
毛利率OBKPBYI
| Q1 26 | — | — | ||
| Q4 25 | — | 69.3% | ||
| Q3 25 | — | 77.7% | ||
| Q2 25 | — | 76.5% | ||
| Q1 25 | — | 77.1% | ||
| Q4 24 | — | 76.4% | ||
| Q3 24 | — | 63.9% | ||
| Q2 24 | — | 77.4% |
营业利润率OBKPBYI
| Q1 26 | — | — | ||
| Q4 25 | 36.2% | 22.7% | ||
| Q3 25 | 10.0% | 17.6% | ||
| Q2 25 | 22.3% | 12.7% | ||
| Q1 25 | 30.4% | 8.7% | ||
| Q4 24 | 23.0% | 22.6% | ||
| Q3 24 | 26.1% | 27.4% | ||
| Q2 24 | 27.7% | -4.6% |
净利率OBKPBYI
| Q1 26 | 26.6% | — | ||
| Q4 25 | 28.5% | — | ||
| Q3 25 | 7.9% | 16.2% | ||
| Q2 25 | 17.5% | 11.2% | ||
| Q1 25 | 23.8% | 6.5% | ||
| Q4 24 | 18.2% | — | ||
| Q3 24 | 20.5% | 25.2% | ||
| Q2 24 | 21.8% | -9.6% |
每股收益（稀释后）OBKPBYI
| Q1 26 | $0.89 | — | ||
| Q4 25 | $0.95 | $0.26 | ||
| Q3 25 | $0.27 | $0.17 | ||
| Q2 25 | $0.47 | $0.12 | ||
| Q1 25 | $0.71 | $0.06 | ||
| Q4 24 | $0.45 | $0.40 | ||
| Q3 24 | $0.60 | $0.41 | ||
| Q2 24 | $0.67 | $-0.09 |
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 | — | $97.5M |
| 总债务越低越好 | — | $22.7M |
| 股东权益账面价值 | $1.3B | $130.3M |
| 总资产 | $10.2B | $216.3M |
| 负债/权益比越低杠杆越低 | — | 0.17× |
8季度趋势，按日历期对齐
现金及短期投资OBKPBYI
| Q1 26 | — | — | ||
| Q4 25 | $424.2M | $97.5M | ||
| Q3 25 | $626.9M | $94.4M | ||
| Q2 25 | $334.1M | $96.0M | ||
| Q1 25 | $486.2M | $93.2M | ||
| Q4 24 | $470.2M | $101.0M | ||
| Q3 24 | $321.2M | $96.7M | ||
| Q2 24 | $288.1M | $96.8M |
总债务OBKPBYI
| Q1 26 | — | — | ||
| Q4 25 | — | $22.7M | ||
| Q3 25 | — | $34.0M | ||
| Q2 25 | — | $45.3M | ||
| Q1 25 | — | $56.7M | ||
| Q4 24 | — | $68.0M | ||
| Q3 24 | — | $79.3M | ||
| Q2 24 | — | $90.7M |
股东权益OBKPBYI
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.2B | $130.3M | ||
| Q3 25 | $1.2B | $115.3M | ||
| Q2 25 | $1.2B | $104.7M | ||
| Q1 25 | $1.2B | $97.1M | ||
| Q4 24 | $1.1B | $92.1M | ||
| Q3 24 | $1.1B | $71.1M | ||
| Q2 24 | $1.1B | $48.5M |
总资产OBKPBYI
| Q1 26 | $10.2B | — | ||
| Q4 25 | $9.7B | $216.3M | ||
| Q3 25 | $9.8B | $202.9M | ||
| Q2 25 | $9.7B | $194.9M | ||
| Q1 25 | $9.8B | $196.2M | ||
| Q4 24 | $9.7B | $213.3M | ||
| Q3 24 | $10.0B | $220.7M | ||
| Q2 24 | $9.9B | $205.0M |
负债/权益比OBKPBYI
| Q1 26 | — | — | ||
| Q4 25 | — | 0.17× | ||
| Q3 25 | — | 0.30× | ||
| Q2 25 | — | 0.43× | ||
| Q1 25 | — | 0.58× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 1.12× | ||
| Q2 24 | — | 1.87× |
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 | — | $14.4M |
| 自由现金流经营现金流 - 资本支出 | — | $14.4M |
| 自由现金流率自由现金流/营收 | — | 19.1% |
| 资本支出强度资本支出/营收 | — | 0.0% |
| 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 | — | $41.7M |
8季度趋势，按日历期对齐
经营现金流OBKPBYI
| Q1 26 | — | — | ||
| Q4 25 | $158.9M | $14.4M | ||
| Q3 25 | $59.3M | $9.7M | ||
| Q2 25 | $20.6M | $14.1M | ||
| Q1 25 | $35.6M | $3.6M | ||
| Q4 24 | $108.5M | $15.6M | ||
| Q3 24 | $39.6M | $11.0M | ||
| Q2 24 | $11.9M | $1.0M |
自由现金流OBKPBYI
| Q1 26 | — | — | ||
| Q4 25 | $151.1M | $14.4M | ||
| Q3 25 | $56.8M | $9.7M | ||
| Q2 25 | $19.6M | $14.1M | ||
| Q1 25 | $34.8M | $3.6M | ||
| Q4 24 | $86.4M | $15.6M | ||
| Q3 24 | $32.2M | $11.0M | ||
| Q2 24 | $6.5M | $1.0M |
自由现金流率OBKPBYI
| Q1 26 | — | — | ||
| Q4 25 | 146.0% | 19.1% | ||
| Q3 25 | 51.7% | 17.7% | ||
| Q2 25 | 23.5% | 26.8% | ||
| Q1 25 | 37.0% | 7.7% | ||
| Q4 24 | 110.3% | 26.4% | ||
| Q3 24 | 35.5% | 13.7% | ||
| Q2 24 | 6.8% | 2.1% |
资本支出强度OBKPBYI
| Q1 26 | — | — | ||
| Q4 25 | 7.6% | 0.0% | ||
| Q3 25 | 2.3% | 0.0% | ||
| Q2 25 | 1.2% | 0.0% | ||
| Q1 25 | 0.8% | 0.1% | ||
| Q4 24 | 28.1% | 0.0% | ||
| Q3 24 | 8.1% | 0.0% | ||
| Q2 24 | 5.6% | 0.0% |
现金转化率OBKPBYI
| Q1 26 | — | — | ||
| Q4 25 | 5.38× | — | ||
| Q3 25 | 6.88× | 1.10× | ||
| Q2 25 | 1.41× | 2.41× | ||
| Q1 25 | 1.59× | 1.21× | ||
| Q4 24 | 7.60× | — | ||
| Q3 24 | 2.13× | 0.54× | ||
| Q2 24 | 0.57× | — |
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
OBK
| Net Interest Income | $87.2M | 84% |
| Noninterest Income | $16.8M | 16% |
PBYI
暂无分部数据
