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OPAL Fuels Inc.（OPAL）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
OPAL Fuels Inc.的季度营收约是PUMA BIOTECHNOLOGY, INC.的1.2倍（$88.4M vs $75.5M），PUMA BIOTECHNOLOGY, INC.同比增速更快（27.7% vs 18.7%），PUMA BIOTECHNOLOGY, INC.自由现金流更多（$14.4M vs $-13.4M），过去两年PUMA BIOTECHNOLOGY, INC.的营收复合增速更高（31.3% vs 17.6%）
OPAL Fuels Inc.是一家北美能源企业，专注于生产和分销低碳可再生天然气（RNG）。公司从垃圾填埋场、奶牛场等有机废物流中收集甲烷，产出的可再生天然气主要供应给重型运输车队、商业物流运营商及公共交通实体，助力降低碳排放。
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。
OPAL vs PBYI — 直观对比
营收规模更大
OPAL
是对方的1.2倍
$75.5M
营收增速更快
PBYI
高出9.0%
18.7%
自由现金流更多
PBYI
多$27.8M
$-13.4M
两年增速更快
PBYI
近两年复合增速
17.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $88.4M | $75.5M |
| 净利润 | $16.2M | — |
| 毛利率 | — | 69.3% |
| 营业利润率 | 7.5% | 22.7% |
| 净利率 | 18.3% | — |
| 营收同比 | 18.7% | 27.7% |
| 净利润同比 | 401.5% | — |
| 每股收益（稀释后） | $0.08 | $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OPALPBYI
| Q4 25 | $88.4M | $75.5M | ||
| Q3 25 | $77.9M | $54.5M | ||
| Q2 25 | $77.4M | $52.4M | ||
| Q1 25 | $83.0M | $46.0M | ||
| Q4 24 | $74.5M | $59.1M | ||
| Q3 24 | $82.6M | $80.5M | ||
| Q2 24 | $69.8M | $47.1M | ||
| Q1 24 | $64.0M | $43.8M |
净利润OPALPBYI
| Q4 25 | $16.2M | — | ||
| Q3 25 | $11.4M | $8.8M | ||
| Q2 25 | $7.6M | $5.9M | ||
| Q1 25 | $1.3M | $3.0M | ||
| Q4 24 | $-5.4M | — | ||
| Q3 24 | $17.1M | $20.3M | ||
| Q2 24 | $1.9M | $-4.5M | ||
| Q1 24 | $677.0K | $-4.8M |
毛利率OPALPBYI
| 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% | ||
| Q1 24 | — | 75.5% |
营业利润率OPALPBYI
| Q4 25 | 7.5% | 22.7% | ||
| Q3 25 | 4.6% | 17.6% | ||
| Q2 25 | -1.1% | 12.7% | ||
| Q1 25 | -2.3% | 8.7% | ||
| Q4 24 | -0.5% | 22.6% | ||
| Q3 24 | 14.9% | 27.4% | ||
| Q2 24 | 8.1% | -4.6% | ||
| Q1 24 | 5.6% | -5.3% |
净利率OPALPBYI
| Q4 25 | 18.3% | — | ||
| Q3 25 | 14.6% | 16.2% | ||
| Q2 25 | 9.8% | 11.2% | ||
| Q1 25 | 1.5% | 6.5% | ||
| Q4 24 | -7.2% | — | ||
| Q3 24 | 20.7% | 25.2% | ||
| Q2 24 | 2.7% | -9.6% | ||
| Q1 24 | 1.1% | -11.0% |
每股收益（稀释后）OPALPBYI
| Q4 25 | $0.08 | $0.26 | ||
| Q3 25 | $0.05 | $0.17 | ||
| Q2 25 | $0.03 | $0.12 | ||
| Q1 25 | $-0.01 | $0.06 | ||
| Q4 24 | $-0.05 | $0.40 | ||
| Q3 24 | $0.09 | $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 | $24.4M | $97.5M |
| 总债务越低越好 | $361.3M | $22.7M |
| 股东权益账面价值 | $-12.9M | $130.3M |
| 总资产 | $959.5M | $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OPALPBYI
| Q4 25 | $24.4M | $97.5M | ||
| Q3 25 | $29.9M | $94.4M | ||
| Q2 25 | $29.3M | $96.0M | ||
| Q1 25 | $40.1M | $93.2M | ||
| Q4 24 | $24.3M | $101.0M | ||
| Q3 24 | $31.0M | $96.7M | ||
| Q2 24 | $27.6M | $96.8M | ||
| Q1 24 | $34.2M | $107.2M |
总债务OPALPBYI
| Q4 25 | $361.3M | $22.7M | ||
| Q3 25 | $351.2M | $34.0M | ||
| Q2 25 | $331.6M | $45.3M | ||
| Q1 25 | $307.0M | $56.7M | ||
| Q4 24 | $307.5M | $68.0M | ||
| Q3 24 | $252.9M | $79.3M | ||
| Q2 24 | $233.3M | $90.7M | ||
| Q1 24 | $208.7M | $102.0M |
股东权益OPALPBYI
| Q4 25 | $-12.9M | $130.3M | ||
| Q3 25 | $7.5M | $115.3M | ||
| Q2 25 | $-25.0M | $104.7M | ||
| Q1 25 | $57.1M | $97.1M | ||
| Q4 24 | $-148.4M | $92.1M | ||
| Q3 24 | $-180.1M | $71.1M | ||
| Q2 24 | $-273.0M | $48.5M | ||
| Q1 24 | $-382.4M | $51.0M |
总资产OPALPBYI
| Q4 25 | $959.5M | $216.3M | ||
| Q3 25 | $916.7M | $202.9M | ||
| Q2 25 | $905.5M | $194.9M | ||
| Q1 25 | $884.9M | $196.2M | ||
| Q4 24 | $881.1M | $213.3M | ||
| Q3 24 | $831.1M | $220.7M | ||
| Q2 24 | $782.3M | $205.0M | ||
| Q1 24 | $750.5M | $214.1M |
负债/权益比OPALPBYI
| Q4 25 | — | 0.17× | ||
| Q3 25 | 46.95× | 0.30× | ||
| Q2 25 | — | 0.43× | ||
| Q1 25 | 5.38× | 0.58× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 1.12× | ||
| Q2 24 | — | 1.87× | ||
| Q1 24 | — | 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 | $-3.5M | $14.4M |
| 自由现金流经营现金流 - 资本支出 | $-13.4M | $14.4M |
| 自由现金流率自由现金流/营收 | -15.1% | 19.1% |
| 资本支出强度资本支出/营收 | 11.1% | 0.0% |
| 现金转化率经营现金流/净利润 | -0.22× | — |
| 过去12个月自由现金流最近4个季度 | $-34.2M | $41.7M |
8季度趋势，按日历期对齐
经营现金流OPALPBYI
| Q4 25 | $-3.5M | $14.4M | ||
| Q3 25 | $18.2M | $9.7M | ||
| Q2 25 | $-7.9M | $14.1M | ||
| Q1 25 | $29.7M | $3.6M | ||
| Q4 24 | $-532.0K | $15.6M | ||
| Q3 24 | $17.7M | $11.0M | ||
| Q2 24 | $533.0K | $1.0M | ||
| Q1 24 | $13.7M | $11.2M |
自由现金流OPALPBYI
| Q4 25 | $-13.4M | $14.4M | ||
| Q3 25 | $-9.3M | $9.7M | ||
| Q2 25 | $-29.7M | $14.1M | ||
| Q1 25 | $18.1M | $3.6M | ||
| Q4 24 | $-55.0M | $15.6M | ||
| Q3 24 | $-5.4M | $11.0M | ||
| Q2 24 | $-22.5M | $1.0M | ||
| Q1 24 | $-13.0M | — |
自由现金流率OPALPBYI
| Q4 25 | -15.1% | 19.1% | ||
| Q3 25 | -11.9% | 17.7% | ||
| Q2 25 | -38.4% | 26.8% | ||
| Q1 25 | 21.8% | 7.7% | ||
| Q4 24 | -73.8% | 26.4% | ||
| Q3 24 | -6.5% | 13.7% | ||
| Q2 24 | -32.2% | 2.1% | ||
| Q1 24 | -20.4% | — |
资本支出强度OPALPBYI
| Q4 25 | 11.1% | 0.0% | ||
| Q3 25 | 35.3% | 0.0% | ||
| Q2 25 | 28.2% | 0.0% | ||
| Q1 25 | 13.9% | 0.1% | ||
| Q4 24 | 73.1% | 0.0% | ||
| Q3 24 | 27.9% | 0.0% | ||
| Q2 24 | 32.9% | 0.0% | ||
| Q1 24 | 41.8% | 0.0% |
现金转化率OPALPBYI
| Q4 25 | -0.22× | — | ||
| Q3 25 | 1.60× | 1.10× | ||
| Q2 25 | -1.04× | 2.41× | ||
| Q1 25 | 23.11× | 1.21× | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.03× | 0.54× | ||
| Q2 24 | 0.28× | — | ||
| Q1 24 | 20.26× | — |
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
OPAL
| Fuel Station Services Segment | $65.1M | 74% |
| Related Party | $12.1M | 14% |
| Renewable Power Segment | $8.6M | 10% |
| Other | $2.6M | 3% |
PBYI
暂无分部数据
