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OLAPLEX HOLDINGS, INC.（OLPX）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
OLAPLEX HOLDINGS, INC.的季度营收约是PUMA BIOTECHNOLOGY, INC.的1.4倍（$105.1M vs $75.5M），PUMA BIOTECHNOLOGY, INC.同比增速更快（27.7% vs 4.3%），OLAPLEX HOLDINGS, INC.自由现金流更多（$32.6M vs $14.4M），过去两年PUMA BIOTECHNOLOGY, INC.的营收复合增速更高（31.3% vs 3.1%）
Olaplex Holdings是一家专业美容企业，主打专利头发键结构修复护发产品，运营沙龙专业分销、直面消费者销售、第三方零售三大核心板块，产品可修复烫染、高温等导致的发质损伤，销售网络覆盖北美、欧洲及亚太地区。
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。
OLPX vs PBYI — 直观对比
营收规模更大
OLPX
是对方的1.4倍
$75.5M
营收增速更快
PBYI
高出23.4%
4.3%
自由现金流更多
OLPX
多$18.2M
$14.4M
两年增速更快
PBYI
近两年复合增速
3.1%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $105.1M | $75.5M |
| 净利润 | $-13.1M | — |
| 毛利率 | 68.0% | 69.3% |
| 营业利润率 | -4.3% | 22.7% |
| 净利率 | -12.5% | — |
| 营收同比 | 4.3% | 27.7% |
| 净利润同比 | -48.9% | — |
| 每股收益（稀释后） | $-0.02 | $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OLPXPBYI
| Q4 25 | $105.1M | $75.5M | ||
| Q3 25 | $114.6M | $54.5M | ||
| Q2 25 | $106.3M | $52.4M | ||
| Q1 25 | $97.0M | $46.0M | ||
| Q4 24 | $100.7M | $59.1M | ||
| Q3 24 | $119.1M | $80.5M | ||
| Q2 24 | $103.9M | $47.1M | ||
| Q1 24 | $98.9M | $43.8M |
净利润OLPXPBYI
| Q4 25 | $-13.1M | — | ||
| Q3 25 | $11.1M | $8.8M | ||
| Q2 25 | $-7.7M | $5.9M | ||
| Q1 25 | $465.0K | $3.0M | ||
| Q4 24 | $-8.8M | — | ||
| Q3 24 | $14.8M | $20.3M | ||
| Q2 24 | $5.8M | $-4.5M | ||
| Q1 24 | $7.7M | $-4.8M |
毛利率OLPXPBYI
| Q4 25 | 68.0% | 69.3% | ||
| Q3 25 | 69.1% | 77.7% | ||
| Q2 25 | 71.2% | 76.5% | ||
| Q1 25 | 69.5% | 77.1% | ||
| Q4 24 | 66.3% | 76.4% | ||
| Q3 24 | 68.6% | 63.9% | ||
| Q2 24 | 69.7% | 77.4% | ||
| Q1 24 | 72.1% | 75.5% |
营业利润率OLPXPBYI
| Q4 25 | -4.3% | 22.7% | ||
| Q3 25 | 3.7% | 17.6% | ||
| Q2 25 | -1.1% | 12.7% | ||
| Q1 25 | 8.7% | 8.7% | ||
| Q4 24 | 3.0% | 22.6% | ||
| Q3 24 | 23.5% | 27.4% | ||
| Q2 24 | 15.7% | -4.6% | ||
| Q1 24 | 19.8% | -5.3% |
净利率OLPXPBYI
| Q4 25 | -12.5% | — | ||
| Q3 25 | 9.7% | 16.2% | ||
| Q2 25 | -7.3% | 11.2% | ||
| Q1 25 | 0.5% | 6.5% | ||
| Q4 24 | -8.7% | — | ||
| Q3 24 | 12.4% | 25.2% | ||
| Q2 24 | 5.6% | -9.6% | ||
| Q1 24 | 7.8% | -11.0% |
每股收益（稀释后）OLPXPBYI
| Q4 25 | $-0.02 | $0.26 | ||
| Q3 25 | $0.02 | $0.17 | ||
| Q2 25 | $-0.01 | $0.12 | ||
| Q1 25 | $0.00 | $0.06 | ||
| Q4 24 | $-0.01 | $0.40 | ||
| Q3 24 | $0.02 | $0.41 | ||
| Q2 24 | $0.01 | $-0.09 | ||
| Q1 24 | $0.01 | $-0.10 |
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 | $318.7M | $97.5M |
| 总债务越低越好 | $352.3M | $22.7M |
| 股东权益账面价值 | $879.4M | $130.3M |
| 总资产 | $1.5B | $216.3M |
| 负债/权益比越低杠杆越低 | 0.40× | 0.17× |
8季度趋势，按日历期对齐
现金及短期投资OLPXPBYI
| Q4 25 | $318.7M | $97.5M | ||
| Q3 25 | $286.4M | $94.4M | ||
| Q2 25 | $289.3M | $96.0M | ||
| Q1 25 | $580.9M | $93.2M | ||
| Q4 24 | $586.0M | $101.0M | ||
| Q3 24 | $538.8M | $96.7M | ||
| Q2 24 | $507.9M | $96.8M | ||
| Q1 24 | $507.5M | $107.2M |
总债务OLPXPBYI
| Q4 25 | $352.3M | $22.7M | ||
| Q3 25 | $352.1M | $34.0M | ||
| Q2 25 | $351.9M | $45.3M | ||
| Q1 25 | $649.1M | $56.7M | ||
| Q4 24 | $650.5M | $68.0M | ||
| Q3 24 | $651.8M | $79.3M | ||
| Q2 24 | $653.1M | $90.7M | ||
| Q1 24 | $654.4M | $102.0M |
股东权益OLPXPBYI
| Q4 25 | $879.4M | $130.3M | ||
| Q3 25 | $888.7M | $115.3M | ||
| Q2 25 | $874.2M | $104.7M | ||
| Q1 25 | $878.3M | $97.1M | ||
| Q4 24 | $874.4M | $92.1M | ||
| Q3 24 | $879.7M | $71.1M | ||
| Q2 24 | $863.3M | $48.5M | ||
| Q1 24 | $855.7M | $51.0M |
总资产OLPXPBYI
| Q4 25 | $1.5B | $216.3M | ||
| Q3 25 | $1.5B | $202.9M | ||
| Q2 25 | $1.5B | $194.9M | ||
| Q1 25 | $1.8B | $196.2M | ||
| Q4 24 | $1.8B | $213.3M | ||
| Q3 24 | $1.8B | $220.7M | ||
| Q2 24 | $1.8B | $205.0M | ||
| Q1 24 | $1.8B | $214.1M |
负债/权益比OLPXPBYI
| Q4 25 | 0.40× | 0.17× | ||
| Q3 25 | 0.40× | 0.30× | ||
| Q2 25 | 0.40× | 0.43× | ||
| Q1 25 | 0.74× | 0.58× | ||
| Q4 24 | 0.74× | 0.74× | ||
| Q3 24 | 0.74× | 1.12× | ||
| Q2 24 | 0.76× | 1.87× | ||
| Q1 24 | 0.76× | 2.00× |
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 | $32.7M | $14.4M |
| 自由现金流经营现金流 - 资本支出 | $32.6M | $14.4M |
| 自由现金流率自由现金流/营收 | 31.0% | 19.1% |
| 资本支出强度资本支出/营收 | 0.1% | 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 | $58.3M | $41.7M |
8季度趋势，按日历期对齐
经营现金流OLPXPBYI
| Q4 25 | $32.7M | $14.4M | ||
| Q3 25 | $8.0M | $9.7M | ||
| Q2 25 | $20.9M | $14.1M | ||
| Q1 25 | $-2.9M | $3.6M | ||
| Q4 24 | $49.7M | $15.6M | ||
| Q3 24 | $33.5M | $11.0M | ||
| Q2 24 | $16.2M | $1.0M | ||
| Q1 24 | $43.7M | $11.2M |
自由现金流OLPXPBYI
| Q4 25 | $32.6M | $14.4M | ||
| Q3 25 | $7.9M | $9.7M | ||
| Q2 25 | $20.8M | $14.1M | ||
| Q1 25 | $-3.0M | $3.6M | ||
| Q4 24 | $49.2M | $15.6M | ||
| Q3 24 | $33.3M | $11.0M | ||
| Q2 24 | $16.1M | $1.0M | ||
| Q1 24 | $43.3M | — |
自由现金流率OLPXPBYI
| Q4 25 | 31.0% | 19.1% | ||
| Q3 25 | 6.9% | 17.7% | ||
| Q2 25 | 19.6% | 26.8% | ||
| Q1 25 | -3.1% | 7.7% | ||
| Q4 24 | 48.9% | 26.4% | ||
| Q3 24 | 28.0% | 13.7% | ||
| Q2 24 | 15.5% | 2.1% | ||
| Q1 24 | 43.7% | — |
资本支出强度OLPXPBYI
| Q4 25 | 0.1% | 0.0% | ||
| Q3 25 | 0.1% | 0.0% | ||
| Q2 25 | 0.1% | 0.0% | ||
| Q1 25 | 0.0% | 0.1% | ||
| Q4 24 | 0.4% | 0.0% | ||
| Q3 24 | 0.1% | 0.0% | ||
| Q2 24 | 0.1% | 0.0% | ||
| Q1 24 | 0.5% | 0.0% |
现金转化率OLPXPBYI
| Q4 25 | — | — | ||
| Q3 25 | 0.72× | 1.10× | ||
| Q2 25 | — | 2.41× | ||
| Q1 25 | -6.27× | 1.21× | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.26× | 0.54× | ||
| Q2 24 | 2.81× | — | ||
| Q1 24 | 5.64× | — |
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
OLPX
| Sales Channel Directly To Consumer | $43.6M | 42% |
| Sales Channel Through Intermediary Professional | $36.8M | 35% |
| Sales Channel Through Intermediary Specialty Retail | $24.7M | 23% |
PBYI
暂无分部数据
