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PHIBRO ANIMAL HEALTH CORP（PAHC）与PROGRESS SOFTWARE CORP（PRGS）财务数据对比。点击上方公司名可切换其他公司
PHIBRO ANIMAL HEALTH CORP的季度营收约是PROGRESS SOFTWARE CORP的1.5倍（$373.9M vs $252.7M），PROGRESS SOFTWARE CORP净利率更高（10.2% vs 7.3%，领先2.8%），PHIBRO ANIMAL HEALTH CORP同比增速更快（20.9% vs 17.5%），PROGRESS SOFTWARE CORP自由现金流更多（$59.9M vs $8.3M），过去两年PHIBRO ANIMAL HEALTH CORP的营收复合增速更高（19.2% vs 17.0%）
菲宝罗动物保健公司是一家美国动物健康与矿物质营养企业，主营产品涵盖抗菌药、抗球虫药、驱虫药，以及畜禽营养补充剂、疫苗等。公司下设矿物质营养、功能材料、动物健康三大业务板块，收入主要来源于上述板块，业务遍及美国、拉美、加拿大、欧洲、中东、非洲及亚太地区。
Progress Software是全球领先的企业级软件服务商，主营应用开发平台、数据连接工具、数字体验解决方案等产品，服务覆盖金融、医疗、制造、零售等多行业的全球企业客户，助力客户搭建高性能可扩展的业务应用，提升运营效率。
PAHC vs PRGS — 直观对比
营收规模更大
PAHC
是对方的1.5倍
$252.7M
营收增速更快
PAHC
高出3.4%
17.5%
净利率更高
PRGS
高出2.8%
7.3%
自由现金流更多
PRGS
多$51.7M
$8.3M
两年增速更快
PAHC
近两年复合增速
17.0%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $373.9M | $252.7M |
| 净利润 | $27.5M | $25.7M |
| 毛利率 | 35.5% | 81.6% |
| 营业利润率 | 13.5% | 15.2% |
| 净利率 | 7.3% | 10.2% |
| 营收同比 | 20.9% | 17.5% |
| 净利润同比 | 762.1% | 2144.6% |
| 每股收益（稀释后） | $0.67 | $0.59 |
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PAHCPRGS
| Q4 25 | $373.9M | $252.7M | ||
| Q3 25 | $363.9M | $249.8M | ||
| Q2 25 | $378.7M | $237.4M | ||
| Q1 25 | $347.8M | $238.0M | ||
| Q4 24 | $309.3M | $215.0M | ||
| Q3 24 | $260.4M | $178.7M | ||
| Q2 24 | $273.2M | $175.1M | ||
| Q1 24 | $263.2M | $184.7M |
净利润PAHCPRGS
| Q4 25 | $27.5M | $25.7M | ||
| Q3 25 | $26.5M | $19.4M | ||
| Q2 25 | $17.2M | $17.0M | ||
| Q1 25 | $20.9M | $10.9M | ||
| Q4 24 | $3.2M | $1.1M | ||
| Q3 24 | $7.0M | $28.5M | ||
| Q2 24 | $752.0K | $16.2M | ||
| Q1 24 | $8.4M | $22.6M |
毛利率PAHCPRGS
| Q4 25 | 35.5% | 81.6% | ||
| Q3 25 | 32.9% | 81.0% | ||
| Q2 25 | 29.0% | 80.1% | ||
| Q1 25 | 30.1% | 80.6% | ||
| Q4 24 | 32.9% | 83.0% | ||
| Q3 24 | 32.1% | 83.7% | ||
| Q2 24 | 31.9% | 81.7% | ||
| Q1 24 | 30.2% | 82.2% |
营业利润率PAHCPRGS
| Q4 25 | 13.5% | 15.2% | ||
| Q3 25 | 14.1% | 17.6% | ||
| Q2 25 | 8.9% | 16.3% | ||
| Q1 25 | 9.6% | 13.6% | ||
| Q4 24 | 8.3% | 10.0% | ||
| Q3 24 | 6.8% | 22.6% | ||
| Q2 24 | 6.7% | 15.5% | ||
| Q1 24 | 7.6% | 19.0% |
净利率PAHCPRGS
| Q4 25 | 7.3% | 10.2% | ||
| Q3 25 | 7.3% | 7.8% | ||
| Q2 25 | 4.5% | 7.2% | ||
| Q1 25 | 6.0% | 4.6% | ||
| Q4 24 | 1.0% | 0.5% | ||
| Q3 24 | 2.7% | 15.9% | ||
| Q2 24 | 0.3% | 9.2% | ||
| Q1 24 | 3.2% | 12.3% |
每股收益（稀释后）PAHCPRGS
| Q4 25 | $0.67 | $0.59 | ||
| Q3 25 | $0.65 | $0.44 | ||
| Q2 25 | $0.43 | $0.39 | ||
| Q1 25 | $0.51 | $0.24 | ||
| Q4 24 | $0.08 | $0.01 | ||
| Q3 24 | $0.17 | $0.65 | ||
| Q2 24 | $0.02 | $0.37 | ||
| Q1 24 | $0.21 | $0.51 |
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 | $74.5M | $94.8M |
| 总债务越低越好 | $624.2M | $1.4B |
| 股东权益账面价值 | $332.4M | $478.3M |
| 总资产 | $1.4B | $2.5B |
| 负债/权益比越低杠杆越低 | 1.88× | 2.93× |
8季度趋势，按日历期对齐
现金及短期投资PAHCPRGS
| Q4 25 | $74.5M | $94.8M | ||
| Q3 25 | $85.3M | $99.0M | ||
| Q2 25 | $77.0M | $102.0M | ||
| Q1 25 | $70.4M | $124.2M | ||
| Q4 24 | $67.1M | $118.1M | ||
| Q3 24 | $89.8M | $232.7M | ||
| Q2 24 | $114.6M | $190.4M | ||
| Q1 24 | $98.7M | $133.2M |
总债务PAHCPRGS
| Q4 25 | $624.2M | $1.4B | ||
| Q3 25 | $628.0M | $1.4B | ||
| Q2 25 | $631.7M | $1.5B | ||
| Q1 25 | $635.4M | $1.5B | ||
| Q4 24 | $639.1M | $1.5B | ||
| Q3 24 | $295.2M | — | ||
| Q2 24 | $312.1M | — | ||
| Q1 24 | — | — |
股东权益PAHCPRGS
| Q4 25 | $332.4M | $478.3M | ||
| Q3 25 | $311.7M | $477.7M | ||
| Q2 25 | $285.7M | $452.7M | ||
| Q1 25 | $266.0M | $431.8M | ||
| Q4 24 | $246.8M | $438.8M | ||
| Q3 24 | $258.5M | $425.6M | ||
| Q2 24 | $256.6M | $401.7M | ||
| Q1 24 | $270.1M | $461.7M |
总资产PAHCPRGS
| Q4 25 | $1.4B | $2.5B | ||
| Q3 25 | $1.4B | $2.4B | ||
| Q2 25 | $1.4B | $2.4B | ||
| Q1 25 | $1.3B | $2.5B | ||
| Q4 24 | $1.3B | $2.5B | ||
| Q3 24 | $966.3M | $1.6B | ||
| Q2 24 | $982.2M | $1.6B | ||
| Q1 24 | $979.0M | $1.5B |
负债/权益比PAHCPRGS
| Q4 25 | 1.88× | 2.93× | ||
| Q3 25 | 2.01× | 2.97× | ||
| Q2 25 | 2.21× | 3.22× | ||
| Q1 25 | 2.39× | 3.50× | ||
| Q4 24 | 2.59× | 3.48× | ||
| Q3 24 | 1.14× | — | ||
| Q2 24 | 1.22× | — | ||
| 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 | $19.4M | $62.8M |
| 自由现金流经营现金流 - 资本支出 | $8.3M | $59.9M |
| 自由现金流率自由现金流/营收 | 2.2% | 23.7% |
| 资本支出强度资本支出/营收 | 3.0% | 1.1% |
| 现金转化率经营现金流/净利润 | 0.70× | 2.44× |
| 过去12个月自由现金流最近4个季度 | $47.3M | $229.5M |
8季度趋势，按日历期对齐
经营现金流PAHCPRGS
| Q4 25 | $19.4M | $62.8M | ||
| Q3 25 | $9.3M | $73.4M | ||
| Q2 25 | $21.3M | $30.0M | ||
| Q1 25 | $43.2M | $68.9M | ||
| Q4 24 | $3.1M | $19.7M | ||
| Q3 24 | $12.6M | $57.7M | ||
| Q2 24 | $28.4M | $63.7M | ||
| Q1 24 | $11.4M | $70.5M |
自由现金流PAHCPRGS
| Q4 25 | $8.3M | $59.9M | ||
| Q3 25 | $-4.5M | $72.4M | ||
| Q2 25 | $8.1M | $29.5M | ||
| Q1 25 | $35.4M | $67.7M | ||
| Q4 24 | $-4.7M | $16.8M | ||
| Q3 24 | $3.0M | $56.6M | ||
| Q2 24 | $15.4M | $62.7M | ||
| Q1 24 | $1.7M | $70.2M |
自由现金流率PAHCPRGS
| Q4 25 | 2.2% | 23.7% | ||
| Q3 25 | -1.2% | 29.0% | ||
| Q2 25 | 2.1% | 12.4% | ||
| Q1 25 | 10.2% | 28.4% | ||
| Q4 24 | -1.5% | 7.8% | ||
| Q3 24 | 1.2% | 31.7% | ||
| Q2 24 | 5.6% | 35.8% | ||
| Q1 24 | 0.6% | 38.0% |
资本支出强度PAHCPRGS
| Q4 25 | 3.0% | 1.1% | ||
| Q3 25 | 3.8% | 0.4% | ||
| Q2 25 | 3.5% | 0.2% | ||
| Q1 25 | 2.2% | 0.5% | ||
| Q4 24 | 2.5% | 1.3% | ||
| Q3 24 | 3.7% | 0.6% | ||
| Q2 24 | 4.8% | 0.5% | ||
| Q1 24 | 3.7% | 0.2% |
现金转化率PAHCPRGS
| Q4 25 | 0.70× | 2.44× | ||
| Q3 25 | 0.35× | 3.78× | ||
| Q2 25 | 1.24× | 1.76× | ||
| Q1 25 | 2.07× | 6.30× | ||
| Q4 24 | 0.97× | 17.13× | ||
| Q3 24 | 1.81× | 2.03× | ||
| Q2 24 | 37.80× | 3.93× | ||
| Q1 24 | 1.36× | 3.11× |
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
PAHC
| Medicated Feed Additives And Others | $202.1M | 54% |
| Mineral Nutrition | $68.9M | 18% |
| Nutritional Specialties | $50.2M | 13% |
| Vaccines | $37.6M | 10% |
| Performance Products | $15.0M | 4% |
PRGS
| Maintenanceand Services | $187.5M | 74% |
| Share File Acquisition | $67.5M | 27% |
