vs
帕可Bio（PACB）与PDF SOLUTIONS INC（PDFS）财务数据对比。点击上方公司名可切换其他公司
PDF SOLUTIONS INC的季度营收约是帕可Bio的1.4倍（$62.4M vs $44.6M），PDF SOLUTIONS INC净利率更高（-0.1% vs -90.4%，领先90.3%），PDF SOLUTIONS INC同比增速更快（24.6% vs 13.8%），PDF SOLUTIONS INC自由现金流更多（$7.5M vs $-19.9M），过去两年PDF SOLUTIONS INC的营收复合增速更高（22.9% vs 7.3%）
太平洋生物科学（加利福尼亚）公司是2004年成立的美国生物技术企业，专注于研发生产基因测序相关设备，还可实现新型实时生物观测。公司拥有两大核心测序平台：基于零模波导特性的单分子实时测序平台（SMRT），以及采用天然核苷酸、无损伤掺入完成DNA结合与延伸的结合测序技术（SBB）平台。
PDF Solutions Inc是一家总部位于美国加利福尼亚州圣克拉拉的跨国企业，主营软件业务与工程技术服务，目前在纳斯达克交易所挂牌上市，股票代码为PDFS。
PACB vs PDFS — 直观对比
营收规模更大
PDFS
是对方的1.4倍
$44.6M
营收增速更快
PDFS
高出10.8%
13.8%
净利率更高
PDFS
高出90.3%
-90.4%
自由现金流更多
PDFS
多$27.5M
$-19.9M
两年增速更快
PDFS
近两年复合增速
7.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $44.6M | $62.4M |
| 净利润 | $-40.4M | $-48.0K |
| 毛利率 | 37.1% | 72.9% |
| 营业利润率 | -92.3% | 5.5% |
| 净利率 | -90.4% | -0.1% |
| 营收同比 | 13.8% | 24.6% |
| 净利润同比 | -1802.7% | -108.9% |
| 每股收益（稀释后） | $-0.11 | $0.00 |
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PACBPDFS
| Q4 25 | $44.6M | $62.4M | ||
| Q3 25 | $38.4M | $57.1M | ||
| Q2 25 | $39.8M | $51.7M | ||
| Q1 25 | $37.2M | $47.8M | ||
| Q4 24 | $39.2M | $50.1M | ||
| Q3 24 | $40.0M | $46.4M | ||
| Q2 24 | $36.0M | $41.7M | ||
| Q1 24 | $38.8M | $41.3M |
净利润PACBPDFS
| Q4 25 | $-40.4M | $-48.0K | ||
| Q3 25 | $-38.0M | $1.3M | ||
| Q2 25 | $-41.9M | $1.1M | ||
| Q1 25 | $-426.1M | $-3.0M | ||
| Q4 24 | $2.4M | $539.0K | ||
| Q3 24 | $-60.7M | $2.2M | ||
| Q2 24 | $-173.3M | $1.7M | ||
| Q1 24 | $-78.2M | $-393.0K |
毛利率PACBPDFS
| Q4 25 | 37.1% | 72.9% | ||
| Q3 25 | 41.4% | 72.3% | ||
| Q2 25 | 36.9% | 71.2% | ||
| Q1 25 | -3.7% | 72.9% | ||
| Q4 24 | 25.6% | 68.3% | ||
| Q3 24 | 25.0% | 73.1% | ||
| Q2 24 | 16.5% | 70.6% | ||
| Q1 24 | 29.1% | 67.3% |
营业利润率PACBPDFS
| Q4 25 | -92.3% | 5.5% | ||
| Q3 25 | -101.1% | 8.5% | ||
| Q2 25 | -112.8% | 2.2% | ||
| Q1 25 | -1154.5% | -7.4% | ||
| Q4 24 | -390.1% | 1.0% | ||
| Q3 24 | -160.3% | 4.6% | ||
| Q2 24 | -488.3% | 0.6% | ||
| Q1 24 | -209.6% | -4.7% |
净利率PACBPDFS
| Q4 25 | -90.4% | -0.1% | ||
| Q3 25 | -98.9% | 2.3% | ||
| Q2 25 | -105.4% | 2.2% | ||
| Q1 25 | -1146.8% | -6.3% | ||
| Q4 24 | 6.0% | 1.1% | ||
| Q3 24 | -151.9% | 4.8% | ||
| Q2 24 | -481.3% | 4.1% | ||
| Q1 24 | -201.4% | -1.0% |
每股收益（稀释后）PACBPDFS
| Q4 25 | $-0.11 | $0.00 | ||
| Q3 25 | $-0.13 | $0.03 | ||
| Q2 25 | $-0.14 | $0.03 | ||
| Q1 25 | $-1.44 | $-0.08 | ||
| Q4 24 | $-0.44 | $0.01 | ||
| Q3 24 | $-0.22 | $0.06 | ||
| Q2 24 | $-0.64 | $0.04 | ||
| Q1 24 | $-0.29 | $-0.01 |
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 | $279.5M | $42.2M |
| 总债务越低越好 | — | $67.0M |
| 股东权益账面价值 | $5.3M | $271.0M |
| 总资产 | $784.1M | $418.7M |
| 负债/权益比越低杠杆越低 | — | 0.25× |
8季度趋势，按日历期对齐
现金及短期投资PACBPDFS
| Q4 25 | $279.5M | $42.2M | ||
| Q3 25 | $298.7M | $35.9M | ||
| Q2 25 | $314.7M | $40.4M | ||
| Q1 25 | $343.1M | $54.1M | ||
| Q4 24 | $389.9M | $114.9M | ||
| Q3 24 | $471.1M | $120.2M | ||
| Q2 24 | $509.8M | $117.9M | ||
| Q1 24 | $561.9M | $122.9M |
总债务PACBPDFS
| Q4 25 | — | $67.0M | ||
| Q3 25 | — | $67.6M | ||
| Q2 25 | — | $68.1M | ||
| Q1 25 | — | $68.7M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益PACBPDFS
| Q4 25 | $5.3M | $271.0M | ||
| Q3 25 | $36.1M | $264.4M | ||
| Q2 25 | $61.5M | $257.5M | ||
| Q1 25 | $91.6M | $249.0M | ||
| Q4 24 | $506.6M | $246.0M | ||
| Q3 24 | $453.1M | $240.5M | ||
| Q2 24 | $492.7M | $232.2M | ||
| Q1 24 | $649.0M | $225.4M |
总资产PACBPDFS
| Q4 25 | $784.1M | $418.7M | ||
| Q3 25 | $803.2M | $406.4M | ||
| Q2 25 | $825.5M | $391.1M | ||
| Q1 25 | $860.8M | $390.0M | ||
| Q4 24 | $1.3B | $315.3M | ||
| Q3 24 | $1.5B | $307.4M | ||
| Q2 24 | $1.5B | $298.0M | ||
| Q1 24 | $1.7B | $286.8M |
负债/权益比PACBPDFS
| Q4 25 | — | 0.25× | ||
| Q3 25 | — | 0.26× | ||
| Q2 25 | — | 0.26× | ||
| Q1 25 | — | 0.28× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $-19.1M | $17.3M |
| 自由现金流经营现金流 - 资本支出 | $-19.9M | $7.5M |
| 自由现金流率自由现金流/营收 | -44.6% | 12.1% |
| 资本支出强度资本支出/营收 | 1.9% | 15.7% |
| 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 | $-114.1M | $-8.6M |
8季度趋势，按日历期对齐
经营现金流PACBPDFS
| Q4 25 | $-19.1M | $17.3M | ||
| Q3 25 | $-18.7M | $3.3M | ||
| Q2 25 | $-29.4M | $-5.2M | ||
| Q1 25 | $-44.1M | $8.6M | ||
| Q4 24 | $-30.6M | $1.6M | ||
| Q3 24 | $-45.5M | $9.3M | ||
| Q2 24 | $-54.3M | $684.0K | ||
| Q1 24 | $-75.7M | $-1.9M |
自由现金流PACBPDFS
| Q4 25 | $-19.9M | $7.5M | ||
| Q3 25 | $-18.8M | $-2.9M | ||
| Q2 25 | $-29.9M | $-13.8M | ||
| Q1 25 | $-45.4M | $535.0K | ||
| Q4 24 | $-32.3M | $-4.0M | ||
| Q3 24 | $-46.3M | $5.1M | ||
| Q2 24 | $-55.7M | $-4.6M | ||
| Q1 24 | $-79.6M | $-3.9M |
自由现金流率PACBPDFS
| Q4 25 | -44.6% | 12.1% | ||
| Q3 25 | -48.9% | -5.1% | ||
| Q2 25 | -75.3% | -26.6% | ||
| Q1 25 | -122.3% | 1.1% | ||
| Q4 24 | -82.3% | -8.0% | ||
| Q3 24 | -115.7% | 11.0% | ||
| Q2 24 | -154.8% | -11.1% | ||
| Q1 24 | -205.0% | -9.4% |
资本支出强度PACBPDFS
| Q4 25 | 1.9% | 15.7% | ||
| Q3 25 | 0.2% | 10.8% | ||
| Q2 25 | 1.4% | 16.5% | ||
| Q1 25 | 3.7% | 17.0% | ||
| Q4 24 | 4.1% | 11.3% | ||
| Q3 24 | 2.0% | 9.0% | ||
| Q2 24 | 4.1% | 12.8% | ||
| Q1 24 | 10.0% | 4.9% |
现金转化率PACBPDFS
| Q4 25 | — | — | ||
| Q3 25 | — | 2.54× | ||
| Q2 25 | — | -4.55× | ||
| Q1 25 | — | — | ||
| Q4 24 | -12.93× | 2.98× | ||
| Q3 24 | — | 4.20× | ||
| Q2 24 | — | 0.40× | ||
| Q1 24 | — | — |
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
PACB
| Products | $39.0M | 87% |
| Service And Other | $5.7M | 13% |
PDFS
| Volumebased | $38.0M | 61% |
| Other | $24.4M | 39% |
