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OneSpan Inc.(OSPN)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
PUMA BIOTECHNOLOGY, INC.的季度营收约是OneSpan Inc.的1.1倍($75.5M vs $65.9M),PUMA BIOTECHNOLOGY, INC.同比增速更快(27.7% vs 4.1%),过去两年PUMA BIOTECHNOLOGY, INC.的营收复合增速更高(31.3% vs 4.0%)
OneSpan Inc.是一家总部位于美国马萨诸塞州波士顿的信息安全企业,核心业务涵盖网络欺诈防御平台搭建、多因素身份验证工具提供以及电子签名软件开发,为各类机构提供专业的数字安全与身份合规管理解决方案。
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。
OSPN vs PBYI — 直观对比
营收规模更大
PBYI
是对方的1.1倍
$65.9M
营收增速更快
PBYI
高出23.6%
4.1%
两年增速更快
PBYI
近两年复合增速
4.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $65.9M | $75.5M |
| 净利润 | $11.6M | — |
| 毛利率 | 73.6% | 69.3% |
| 营业利润率 | 22.5% | 22.7% |
| 净利率 | 17.5% | — |
| 营收同比 | 4.1% | 27.7% |
| 净利润同比 | — | — |
| 每股收益(稀释后) | $0.39 | $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
OSPN
PBYI
| Q1 26 | $65.9M | — | ||
| Q4 25 | $62.9M | $75.5M | ||
| Q3 25 | $57.1M | $54.5M | ||
| Q2 25 | $59.8M | $52.4M | ||
| Q1 25 | $63.4M | $46.0M | ||
| Q4 24 | $61.2M | $59.1M | ||
| Q3 24 | $56.2M | $80.5M | ||
| Q2 24 | $60.9M | $47.1M |
净利润
OSPN
PBYI
| Q1 26 | $11.6M | — | ||
| Q4 25 | $43.5M | — | ||
| Q3 25 | $6.5M | $8.8M | ||
| Q2 25 | $8.3M | $5.9M | ||
| Q1 25 | $14.5M | $3.0M | ||
| Q4 24 | $28.8M | — | ||
| Q3 24 | $8.3M | $20.3M | ||
| Q2 24 | $6.6M | $-4.5M |
毛利率
OSPN
PBYI
| Q1 26 | 73.6% | — | ||
| Q4 25 | 73.6% | 69.3% | ||
| Q3 25 | 73.6% | 77.7% | ||
| Q2 25 | 73.5% | 76.5% | ||
| Q1 25 | 74.3% | 77.1% | ||
| Q4 24 | 74.0% | 76.4% | ||
| Q3 24 | 73.9% | 63.9% | ||
| Q2 24 | 66.2% | 77.4% |
营业利润率
OSPN
PBYI
| Q1 26 | 22.5% | — | ||
| Q4 25 | 19.9% | 22.7% | ||
| Q3 25 | 14.4% | 17.6% | ||
| Q2 25 | 17.6% | 12.7% | ||
| Q1 25 | 27.1% | 8.7% | ||
| Q4 24 | 19.3% | 22.6% | ||
| Q3 24 | 20.0% | 27.4% | ||
| Q2 24 | 12.5% | -4.6% |
净利率
OSPN
PBYI
| Q1 26 | 17.5% | — | ||
| Q4 25 | 69.2% | — | ||
| Q3 25 | 11.4% | 16.2% | ||
| Q2 25 | 13.9% | 11.2% | ||
| Q1 25 | 22.9% | 6.5% | ||
| Q4 24 | 47.1% | — | ||
| Q3 24 | 14.7% | 25.2% | ||
| Q2 24 | 10.8% | -9.6% |
每股收益(稀释后)
OSPN
PBYI
| Q1 26 | $0.39 | — | ||
| Q4 25 | $1.13 | $0.26 | ||
| Q3 25 | $0.17 | $0.17 | ||
| Q2 25 | $0.21 | $0.12 | ||
| Q1 25 | $0.37 | $0.06 | ||
| Q4 24 | $0.73 | $0.40 | ||
| Q3 24 | $0.21 | $0.41 | ||
| Q2 24 | $0.17 | $-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 | $49.8M | $97.5M |
| 总债务越低越好 | — | $22.7M |
| 股东权益账面价值 | $272.0M | $130.3M |
| 总资产 | $383.1M | $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
OSPN
PBYI
| Q1 26 | $49.8M | — | ||
| Q4 25 | $70.5M | $97.5M | ||
| Q3 25 | $85.6M | $94.4M | ||
| Q2 25 | $92.9M | $96.0M | ||
| Q1 25 | $105.2M | $93.2M | ||
| Q4 24 | $83.2M | $101.0M | ||
| Q3 24 | $77.5M | $96.7M | ||
| Q2 24 | $63.8M | $96.8M |
总债务
OSPN
PBYI
| 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
OSPN
PBYI
| Q1 26 | $272.0M | — | ||
| Q4 25 | $271.8M | $130.3M | ||
| Q3 25 | $238.3M | $115.3M | ||
| Q2 25 | $242.5M | $104.7M | ||
| Q1 25 | $231.1M | $97.1M | ||
| Q4 24 | $212.5M | $92.1M | ||
| Q3 24 | $194.6M | $71.1M | ||
| Q2 24 | $178.6M | $48.5M |
总资产
OSPN
PBYI
| Q1 26 | $383.1M | — | ||
| Q4 25 | $397.7M | $216.3M | ||
| Q3 25 | $343.5M | $202.9M | ||
| Q2 25 | $357.1M | $194.9M | ||
| Q1 25 | $333.8M | $196.2M | ||
| Q4 24 | $338.7M | $213.3M | ||
| Q3 24 | $289.3M | $220.7M | ||
| Q2 24 | $286.9M | $205.0M |
负债/权益比
OSPN
PBYI
| 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 | $28.2M | $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 | 2.44× | — |
| 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
OSPN
PBYI
| Q1 26 | $28.2M | — | ||
| Q4 25 | $12.6M | $14.4M | ||
| Q3 25 | $11.3M | $9.7M | ||
| Q2 25 | $6.2M | $14.1M | ||
| Q1 25 | $29.4M | $3.6M | ||
| Q4 24 | $12.4M | $15.6M | ||
| Q3 24 | $14.0M | $11.0M | ||
| Q2 24 | $2.3M | $1.0M |
自由现金流
OSPN
PBYI
| Q1 26 | — | — | ||
| Q4 25 | $9.6M | $14.4M | ||
| Q3 25 | $8.8M | $9.7M | ||
| Q2 25 | $4.4M | $14.1M | ||
| Q1 25 | $27.7M | $3.6M | ||
| Q4 24 | $10.5M | $15.6M | ||
| Q3 24 | $12.0M | $11.0M | ||
| Q2 24 | $26.0K | $1.0M |
自由现金流率
OSPN
PBYI
| Q1 26 | — | — | ||
| Q4 25 | 15.3% | 19.1% | ||
| Q3 25 | 15.4% | 17.7% | ||
| Q2 25 | 7.3% | 26.8% | ||
| Q1 25 | 43.8% | 7.7% | ||
| Q4 24 | 17.1% | 26.4% | ||
| Q3 24 | 21.4% | 13.7% | ||
| Q2 24 | 0.0% | 2.1% |
资本支出强度
OSPN
PBYI
| Q1 26 | — | — | ||
| Q4 25 | 4.7% | 0.0% | ||
| Q3 25 | 4.4% | 0.0% | ||
| Q2 25 | 3.1% | 0.0% | ||
| Q1 25 | 2.6% | 0.1% | ||
| Q4 24 | 3.2% | 0.0% | ||
| Q3 24 | 3.5% | 0.0% | ||
| Q2 24 | 3.7% | 0.0% |
现金转化率
OSPN
PBYI
| Q1 26 | 2.44× | — | ||
| Q4 25 | 0.29× | — | ||
| Q3 25 | 1.74× | 1.10× | ||
| Q2 25 | 0.75× | 2.41× | ||
| Q1 25 | 2.02× | 1.21× | ||
| Q4 24 | 0.43× | — | ||
| Q3 24 | 1.69× | 0.54× | ||
| Q2 24 | 0.35× | — |
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
OSPN
| Product and license | $35.5M | 54% |
| Services and other | $30.4M | 46% |
PBYI
暂无分部数据