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OneSpan Inc.(OSPN)与RECURSION PHARMACEUTICALS, INC.(RXRX)财务数据对比。点击上方公司名可切换其他公司
OneSpan Inc.的季度营收约是RECURSION PHARMACEUTICALS, INC.的1.9倍($65.9M vs $35.5M),OneSpan Inc.净利率更高(17.5% vs -304.2%,领先321.8%),RECURSION PHARMACEUTICALS, INC.同比增速更快(681.7% vs 4.1%),过去两年RECURSION PHARMACEUTICALS, INC.的营收复合增速更高(60.5% 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。
Recursion Pharmaceuticals是一家临床阶段生物技术企业,依托人工智能技术和高通量生物实验体系,开发针对罕见病、肿瘤、炎症性疾病等领域未满足医疗需求的创新疗法,核心市场覆盖北美,与全球多家生物制药企业合作推进在研管线落地。
OSPN vs RXRX — 直观对比
营收规模更大
OSPN
是对方的1.9倍
$35.5M
营收增速更快
RXRX
高出677.7%
4.1%
净利率更高
OSPN
高出321.8%
-304.2%
两年增速更快
RXRX
近两年复合增速
4.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $65.9M | $35.5M |
| 净利润 | $11.6M | $-108.1M |
| 毛利率 | 73.6% | 59.8% |
| 营业利润率 | 22.5% | -304.8% |
| 净利率 | 17.5% | -304.2% |
| 营收同比 | 4.1% | 681.7% |
| 净利润同比 | — | 39.6% |
| 每股收益(稀释后) | $0.39 | $-0.17 |
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
RXRX
| Q1 26 | $65.9M | — | ||
| Q4 25 | $62.9M | $35.5M | ||
| Q3 25 | $57.1M | $5.2M | ||
| Q2 25 | $59.8M | $19.2M | ||
| Q1 25 | $63.4M | $14.7M | ||
| Q4 24 | $61.2M | $4.5M | ||
| Q3 24 | $56.2M | $26.1M | ||
| Q2 24 | $60.9M | $14.4M |
净利润
OSPN
RXRX
| Q1 26 | $11.6M | — | ||
| Q4 25 | $43.5M | $-108.1M | ||
| Q3 25 | $6.5M | $-162.3M | ||
| Q2 25 | $8.3M | $-171.9M | ||
| Q1 25 | $14.5M | $-202.5M | ||
| Q4 24 | $28.8M | $-178.9M | ||
| Q3 24 | $8.3M | $-95.8M | ||
| Q2 24 | $6.6M | $-97.5M |
毛利率
OSPN
RXRX
| Q1 26 | 73.6% | — | ||
| Q4 25 | 73.6% | 59.8% | ||
| Q3 25 | 73.6% | -183.8% | ||
| Q2 25 | 73.5% | -4.9% | ||
| Q1 25 | 74.3% | -48.0% | ||
| Q4 24 | 74.0% | -181.4% | ||
| Q3 24 | 73.9% | 53.7% | ||
| Q2 24 | 66.2% | 36.2% |
营业利润率
OSPN
RXRX
| Q1 26 | 22.5% | — | ||
| Q4 25 | 19.9% | -304.8% | ||
| Q3 25 | 14.4% | -3327.6% | ||
| Q2 25 | 17.6% | -916.8% | ||
| Q1 25 | 27.1% | -1297.9% | ||
| Q4 24 | 19.3% | -4042.4% | ||
| Q3 24 | 20.0% | -377.1% | ||
| Q2 24 | 12.5% | -697.4% |
净利率
OSPN
RXRX
| Q1 26 | 17.5% | — | ||
| Q4 25 | 69.2% | -304.2% | ||
| Q3 25 | 11.4% | -3135.3% | ||
| Q2 25 | 13.9% | -894.2% | ||
| Q1 25 | 22.9% | -1373.3% | ||
| Q4 24 | 47.1% | -3935.5% | ||
| Q3 24 | 14.7% | -367.5% | ||
| Q2 24 | 10.8% | -676.6% |
每股收益(稀释后)
OSPN
RXRX
| Q1 26 | $0.39 | — | ||
| Q4 25 | $1.13 | $-0.17 | ||
| Q3 25 | $0.17 | $-0.36 | ||
| Q2 25 | $0.21 | $-0.41 | ||
| Q1 25 | $0.37 | $-0.50 | ||
| Q4 24 | $0.73 | $-0.56 | ||
| Q3 24 | $0.21 | $-0.34 | ||
| Q2 24 | $0.17 | $-0.40 |
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 | $743.3M |
| 总债务越低越好 | — | $9.6M |
| 股东权益账面价值 | $272.0M | $1.1B |
| 总资产 | $383.1M | $1.5B |
| 负债/权益比越低杠杆越低 | — | 0.01× |
8季度趋势,按日历期对齐
现金及短期投资
OSPN
RXRX
| Q1 26 | $49.8M | — | ||
| Q4 25 | $70.5M | $743.3M | ||
| Q3 25 | $85.6M | $659.8M | ||
| Q2 25 | $92.9M | $525.1M | ||
| Q1 25 | $105.2M | $500.5M | ||
| Q4 24 | $83.2M | $594.4M | ||
| Q3 24 | $77.5M | $427.6M | ||
| Q2 24 | $63.8M | $474.3M |
总债务
OSPN
RXRX
| Q1 26 | — | — | ||
| Q4 25 | — | $9.6M | ||
| Q3 25 | — | $11.9M | ||
| Q2 25 | — | $14.2M | ||
| Q1 25 | — | $16.4M | ||
| Q4 24 | — | $19.0M | ||
| Q3 24 | — | $20.5M | ||
| Q2 24 | — | $22.9M |
股东权益
OSPN
RXRX
| Q1 26 | $272.0M | — | ||
| Q4 25 | $271.8M | $1.1B | ||
| Q3 25 | $238.3M | $1.0B | ||
| Q2 25 | $242.5M | $919.1M | ||
| Q1 25 | $231.1M | $933.9M | ||
| Q4 24 | $212.5M | $1.0B | ||
| Q3 24 | $194.6M | $524.6M | ||
| Q2 24 | $178.6M | $584.4M |
总资产
OSPN
RXRX
| Q1 26 | $383.1M | — | ||
| Q4 25 | $397.7M | $1.5B | ||
| Q3 25 | $343.5M | $1.4B | ||
| Q2 25 | $357.1M | $1.3B | ||
| Q1 25 | $333.8M | $1.3B | ||
| Q4 24 | $338.7M | $1.4B | ||
| Q3 24 | $289.3M | $726.5M | ||
| Q2 24 | $286.9M | $775.9M |
负债/权益比
OSPN
RXRX
| Q1 26 | — | — | ||
| Q4 25 | — | 0.01× | ||
| Q3 25 | — | 0.01× | ||
| Q2 25 | — | 0.02× | ||
| Q1 25 | — | 0.02× | ||
| Q4 24 | — | 0.02× | ||
| Q3 24 | — | 0.04× | ||
| Q2 24 | — | 0.04× |
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 | $-46.1M |
| 自由现金流经营现金流 - 资本支出 | — | $-47.3M |
| 自由现金流率自由现金流/营收 | — | -133.1% |
| 资本支出强度资本支出/营收 | — | 3.5% |
| 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 | — | $-378.3M |
8季度趋势,按日历期对齐
经营现金流
OSPN
RXRX
| Q1 26 | $28.2M | — | ||
| Q4 25 | $12.6M | $-46.1M | ||
| Q3 25 | $11.3M | $-117.4M | ||
| Q2 25 | $6.2M | $-76.4M | ||
| Q1 25 | $29.4M | $-132.0M | ||
| Q4 24 | $12.4M | $-115.4M | ||
| Q3 24 | $14.0M | $-59.2M | ||
| Q2 24 | $2.3M | $-82.2M |
自由现金流
OSPN
RXRX
| Q1 26 | — | — | ||
| Q4 25 | $9.6M | $-47.3M | ||
| Q3 25 | $8.8M | $-117.6M | ||
| Q2 25 | $4.4M | $-79.6M | ||
| Q1 25 | $27.7M | $-133.8M | ||
| Q4 24 | $10.5M | $-116.7M | ||
| Q3 24 | $12.0M | $-63.8M | ||
| Q2 24 | $26.0K | $-83.4M |
自由现金流率
OSPN
RXRX
| Q1 26 | — | — | ||
| Q4 25 | 15.3% | -133.1% | ||
| Q3 25 | 15.4% | -2272.5% | ||
| Q2 25 | 7.3% | -413.9% | ||
| Q1 25 | 43.8% | -907.4% | ||
| Q4 24 | 17.1% | -2567.7% | ||
| Q3 24 | 21.4% | -244.6% | ||
| Q2 24 | 0.0% | -578.5% |
资本支出强度
OSPN
RXRX
| Q1 26 | — | — | ||
| Q4 25 | 4.7% | 3.5% | ||
| Q3 25 | 4.4% | 4.7% | ||
| Q2 25 | 3.1% | 16.4% | ||
| Q1 25 | 2.6% | 12.4% | ||
| Q4 24 | 3.2% | 28.6% | ||
| Q3 24 | 3.5% | 17.5% | ||
| Q2 24 | 3.7% | 8.2% |
现金转化率
OSPN
RXRX
| Q1 26 | 2.44× | — | ||
| Q4 25 | 0.29× | — | ||
| Q3 25 | 1.74× | — | ||
| Q2 25 | 0.75× | — | ||
| Q1 25 | 2.02× | — | ||
| Q4 24 | 0.43× | — | ||
| Q3 24 | 1.69× | — | ||
| 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% |
RXRX
暂无分部数据