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Origin Bancorp, Inc.（OBK）与再鼎医药（ZLAB）财务数据对比。点击上方公司名可切换其他公司
再鼎医药的季度营收约是Origin Bancorp, Inc.的1.2倍（$127.1M vs $104.0M），过去两年再鼎医药的营收复合增速更高（20.8% 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。
再鼎医药是一家创新生物制药企业，专注于肿瘤、自身免疫性疾病、感染性疾病等领域创新疗法的研发、生产与商业化，核心市场覆盖大中华区，与全球多家头部生物科技企业合作，为存在未被满足医疗需求的患者提供治疗方案。
OBK vs ZLAB — 直观对比
营收规模更大
ZLAB
是对方的1.2倍
$104.0M
两年增速更快
ZLAB
近两年复合增速
3.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $104.0M | $127.1M |
| 净利润 | $27.7M | — |
| 毛利率 | — | 51.0% |
| 营业利润率 | — | -54.6% |
| 净利率 | 26.6% | — |
| 营收同比 | — | 17.1% |
| 净利润同比 | — | — |
| 每股收益（稀释后） | $0.89 | $-0.05 |
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OBKZLAB
| Q1 26 | $104.0M | — | ||
| Q4 25 | $103.4M | $127.1M | ||
| Q3 25 | $109.8M | $115.4M | ||
| Q2 25 | $83.5M | $109.1M | ||
| Q1 25 | $94.1M | $105.7M | ||
| Q4 24 | $78.3M | $108.5M | ||
| Q3 24 | $90.8M | $101.8M | ||
| Q2 24 | $96.4M | $100.1M |
净利润OBKZLAB
| Q1 26 | $27.7M | — | ||
| Q4 25 | $29.5M | — | ||
| Q3 25 | $8.6M | $-36.0M | ||
| Q2 25 | $14.6M | $-40.7M | ||
| Q1 25 | $22.4M | $-48.4M | ||
| Q4 24 | $14.3M | — | ||
| Q3 24 | $18.6M | $-41.7M | ||
| Q2 24 | $21.0M | $-80.3M |
毛利率OBKZLAB
| Q1 26 | — | — | ||
| Q4 25 | — | 51.0% | ||
| Q3 25 | — | 59.5% | ||
| Q2 25 | — | 60.6% | ||
| Q1 25 | — | 63.6% | ||
| Q4 24 | — | 61.5% | ||
| Q3 24 | — | 64.1% | ||
| Q2 24 | — | 64.9% |
营业利润率OBKZLAB
| Q1 26 | — | — | ||
| Q4 25 | 36.2% | -54.6% | ||
| Q3 25 | 10.0% | -42.3% | ||
| Q2 25 | 22.3% | -50.3% | ||
| Q1 25 | 30.4% | -53.3% | ||
| Q4 24 | 23.0% | -62.6% | ||
| Q3 24 | 26.1% | -66.6% | ||
| Q2 24 | 27.7% | -76.0% |
净利率OBKZLAB
| Q1 26 | 26.6% | — | ||
| Q4 25 | 28.5% | — | ||
| Q3 25 | 7.9% | -31.2% | ||
| Q2 25 | 17.5% | -37.3% | ||
| Q1 25 | 23.8% | -45.8% | ||
| Q4 24 | 18.2% | — | ||
| Q3 24 | 20.5% | -40.9% | ||
| Q2 24 | 21.8% | -80.2% |
每股收益（稀释后）OBKZLAB
| Q1 26 | $0.89 | — | ||
| Q4 25 | $0.95 | $-0.05 | ||
| Q3 25 | $0.27 | $-0.03 | ||
| Q2 25 | $0.47 | $-0.04 | ||
| Q1 25 | $0.71 | $-0.04 | ||
| Q4 24 | $0.45 | $-0.09 | ||
| Q3 24 | $0.60 | $-0.04 | ||
| Q2 24 | $0.67 | $-0.08 |
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 | — | $689.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.3B | $715.5M |
| 总资产 | $10.2B | $1.2B |
| 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OBKZLAB
| Q1 26 | — | — | ||
| Q4 25 | $424.2M | $689.6M | ||
| Q3 25 | $626.9M | $717.2M | ||
| Q2 25 | $334.1M | $732.2M | ||
| Q1 25 | $486.2M | $757.3M | ||
| Q4 24 | $470.2M | $779.7M | ||
| Q3 24 | $321.2M | $616.1M | ||
| Q2 24 | $288.1M | $630.0M |
股东权益OBKZLAB
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.2B | $715.5M | ||
| Q3 25 | $1.2B | $759.9M | ||
| Q2 25 | $1.2B | $791.7M | ||
| Q1 25 | $1.2B | $810.8M | ||
| Q4 24 | $1.1B | $840.9M | ||
| Q3 24 | $1.1B | $667.7M | ||
| Q2 24 | $1.1B | $704.2M |
总资产OBKZLAB
| Q1 26 | $10.2B | — | ||
| Q4 25 | $9.7B | $1.2B | ||
| Q3 25 | $9.8B | $1.2B | ||
| Q2 25 | $9.7B | $1.2B | ||
| Q1 25 | $9.8B | $1.2B | ||
| Q4 24 | $9.7B | $1.2B | ||
| Q3 24 | $10.0B | $985.3M | ||
| Q2 24 | $9.9B | $987.4M |
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 | — | $-26.0M |
| 自由现金流经营现金流 - 资本支出 | — | $-26.7M |
| 自由现金流率自由现金流/营收 | — | -21.0% |
| 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 | — | $-158.9M |
8季度趋势，按日历期对齐
经营现金流OBKZLAB
| Q1 26 | — | — | ||
| Q4 25 | $158.9M | $-26.0M | ||
| Q3 25 | $59.3M | $-32.0M | ||
| Q2 25 | $20.6M | $-31.0M | ||
| Q1 25 | $35.6M | $-61.7M | ||
| Q4 24 | $108.5M | $-55.8M | ||
| Q3 24 | $39.6M | $-26.8M | ||
| Q2 24 | $11.9M | $-42.2M |
自由现金流OBKZLAB
| Q1 26 | — | — | ||
| Q4 25 | $151.1M | $-26.7M | ||
| Q3 25 | $56.8M | $-35.0M | ||
| Q2 25 | $19.6M | $-33.9M | ||
| Q1 25 | $34.8M | $-63.2M | ||
| Q4 24 | $86.4M | $-58.4M | ||
| Q3 24 | $32.2M | $-28.2M | ||
| Q2 24 | $6.5M | $-42.9M |
自由现金流率OBKZLAB
| Q1 26 | — | — | ||
| Q4 25 | 146.0% | -21.0% | ||
| Q3 25 | 51.7% | -30.4% | ||
| Q2 25 | 23.5% | -31.1% | ||
| Q1 25 | 37.0% | -59.9% | ||
| Q4 24 | 110.3% | -53.8% | ||
| Q3 24 | 35.5% | -27.7% | ||
| Q2 24 | 6.8% | -42.9% |
资本支出强度OBKZLAB
| Q1 26 | — | — | ||
| Q4 25 | 7.6% | 0.5% | ||
| Q3 25 | 2.3% | 2.6% | ||
| Q2 25 | 1.2% | 2.6% | ||
| Q1 25 | 0.8% | 1.5% | ||
| Q4 24 | 28.1% | 2.4% | ||
| Q3 24 | 8.1% | 1.3% | ||
| Q2 24 | 5.6% | 0.7% |
现金转化率OBKZLAB
| Q1 26 | — | — | ||
| Q4 25 | 5.38× | — | ||
| Q3 25 | 6.88× | — | ||
| Q2 25 | 1.41× | — | ||
| Q1 25 | 1.59× | — | ||
| Q4 24 | 7.60× | — | ||
| Q3 24 | 2.13× | — | ||
| 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% |
ZLAB
| Zejula | $56.0M | 44% |
| Other | $21.9M | 17% |
| Nuzyra | $16.0M | 13% |
| Optune | $11.9M | 9% |
| XACDURO | $10.7M | 8% |
| Qinlock | $9.7M | 8% |
| AUGTYRO | $836.0K | 1% |
