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PUMA BIOTECHNOLOGY, INC.（PBYI）与PETMED EXPRESS INC（PETS）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PETMED EXPRESS INC的1.9倍（$75.5M vs $40.7M），PUMA BIOTECHNOLOGY, INC.同比增速更快（27.7% vs -23.3%），PUMA BIOTECHNOLOGY, INC.自由现金流更多（$14.4M vs $-9.2M），过去两年PUMA BIOTECHNOLOGY, INC.的营收复合增速更高（31.3% vs -20.9%）
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。
PetMed Express，也叫PetMeds，是总部位于美国的线上宠物药房。该企业公开上市，主营宠物处方及非处方药物销售业务，是北美知名的宠物医药线上零售平台。
PBYI vs PETS — 直观对比
营收规模更大
PBYI
是对方的1.9倍
$40.7M
营收增速更快
PBYI
高出51.0%
-23.3%
自由现金流更多
PBYI
多$23.6M
$-9.2M
两年增速更快
PBYI
近两年复合增速
-20.9%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $75.5M | $40.7M |
| 净利润 | — | $-10.6M |
| 毛利率 | 69.3% | 23.3% |
| 营业利润率 | 22.7% | -25.7% |
| 净利率 | — | -26.0% |
| 营收同比 | 27.7% | -23.3% |
| 净利润同比 | — | -1392.6% |
| 每股收益（稀释后） | $0.26 | $-0.50 |
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PBYIPETS
| Q4 25 | $75.5M | $40.7M | ||
| Q3 25 | $54.5M | $44.4M | ||
| Q2 25 | $52.4M | $51.2M | ||
| Q1 25 | $46.0M | $50.8M | ||
| Q4 24 | $59.1M | $52.0M | ||
| Q3 24 | $80.5M | $58.0M | ||
| Q2 24 | $47.1M | $66.2M | ||
| Q1 24 | $43.8M | $65.1M |
净利润PBYIPETS
| Q4 25 | — | $-10.6M | ||
| Q3 25 | $8.8M | $-8.5M | ||
| Q2 25 | $5.9M | $-34.2M | ||
| Q1 25 | $3.0M | $-11.6M | ||
| Q4 24 | — | $-707.0K | ||
| Q3 24 | $20.3M | $2.3M | ||
| Q2 24 | $-4.5M | $3.8M | ||
| Q1 24 | $-4.8M | $-5.0M |
毛利率PBYIPETS
| Q4 25 | 69.3% | 23.3% | ||
| Q3 25 | 77.7% | 28.0% | ||
| Q2 25 | 76.5% | 28.1% | ||
| Q1 25 | 77.1% | 29.9% | ||
| Q4 24 | 76.4% | 31.0% | ||
| Q3 24 | 63.9% | 32.3% | ||
| Q2 24 | 77.4% | 28.8% | ||
| Q1 24 | 75.5% | 29.3% |
营业利润率PBYIPETS
| Q4 25 | 22.7% | -25.7% | ||
| Q3 25 | 17.6% | -18.9% | ||
| Q2 25 | 12.7% | -66.7% | ||
| Q1 25 | 8.7% | -11.9% | ||
| Q4 24 | 22.6% | -0.9% | ||
| Q3 24 | 27.4% | 1.0% | ||
| Q2 24 | -4.6% | 6.6% | ||
| Q1 24 | -5.3% | -5.9% |
净利率PBYIPETS
| Q4 25 | — | -26.0% | ||
| Q3 25 | 16.2% | -19.2% | ||
| Q2 25 | 11.2% | -66.7% | ||
| Q1 25 | 6.5% | -22.9% | ||
| Q4 24 | — | -1.4% | ||
| Q3 24 | 25.2% | 4.0% | ||
| Q2 24 | -9.6% | 5.7% | ||
| Q1 24 | -11.0% | -7.7% |
每股收益（稀释后）PBYIPETS
| Q4 25 | $0.26 | $-0.50 | ||
| Q3 25 | $0.17 | $-0.41 | ||
| Q2 25 | $0.12 | $-1.65 | ||
| Q1 25 | $0.06 | $-0.56 | ||
| Q4 24 | $0.40 | $-0.03 | ||
| Q3 24 | $0.41 | $0.11 | ||
| Q2 24 | $-0.09 | $0.18 | ||
| Q1 24 | $-0.10 | $-0.24 |
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 | $97.5M | $26.9M |
| 总债务越低越好 | $22.7M | — |
| 股东权益账面价值 | $130.3M | $32.8M |
| 总资产 | $216.3M | $88.0M |
| 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PBYIPETS
| Q4 25 | $97.5M | $26.9M | ||
| Q3 25 | $94.4M | $36.1M | ||
| Q2 25 | $96.0M | $41.1M | ||
| Q1 25 | $93.2M | $54.7M | ||
| Q4 24 | $101.0M | $50.1M | ||
| Q3 24 | $96.7M | $52.0M | ||
| Q2 24 | $96.8M | $46.0M | ||
| Q1 24 | $107.2M | $55.3M |
总债务PBYIPETS
| 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 | — | ||
| Q1 24 | $102.0M | — |
股东权益PBYIPETS
| Q4 25 | $130.3M | $32.8M | ||
| Q3 25 | $115.3M | $43.1M | ||
| Q2 25 | $104.7M | $51.5M | ||
| Q1 25 | $97.1M | $85.1M | ||
| Q4 24 | $92.1M | $96.2M | ||
| Q3 24 | $71.1M | $96.4M | ||
| Q2 24 | $48.5M | $93.5M | ||
| Q1 24 | $51.0M | $96.7M |
总资产PBYIPETS
| Q4 25 | $216.3M | $88.0M | ||
| Q3 25 | $202.9M | $100.3M | ||
| Q2 25 | $194.9M | $109.8M | ||
| Q1 25 | $196.2M | $148.7M | ||
| Q4 24 | $213.3M | $144.8M | ||
| Q3 24 | $220.7M | $146.0M | ||
| Q2 24 | $205.0M | $152.7M | ||
| Q1 24 | $214.1M | $169.9M |
负债/权益比PBYIPETS
| 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× | — | ||
| 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 | $14.4M | $-9.2M |
| 自由现金流经营现金流 - 资本支出 | $14.4M | $-9.2M |
| 自由现金流率自由现金流/营收 | 19.1% | -22.7% |
| 资本支出强度资本支出/营收 | 0.0% | 0.1% |
| 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 | $41.7M | $-23.0M |
8季度趋势，按日历期对齐
经营现金流PBYIPETS
| Q4 25 | $14.4M | $-9.2M | ||
| Q3 25 | $9.7M | $-2.2M | ||
| Q2 25 | $14.1M | $-12.3M | ||
| Q1 25 | $3.6M | $7.0M | ||
| Q4 24 | $15.6M | $-1.2M | ||
| Q3 24 | $11.0M | $7.4M | ||
| Q2 24 | $1.0M | $-8.5M | ||
| Q1 24 | $11.2M | $7.1M |
自由现金流PBYIPETS
| Q4 25 | $14.4M | $-9.2M | ||
| Q3 25 | $9.7M | $-4.8M | ||
| Q2 25 | $14.1M | $-13.6M | ||
| Q1 25 | $3.6M | $4.6M | ||
| Q4 24 | $15.6M | $-1.9M | ||
| Q3 24 | $11.0M | $6.1M | ||
| Q2 24 | $1.0M | $-9.2M | ||
| Q1 24 | — | $5.9M |
自由现金流率PBYIPETS
| Q4 25 | 19.1% | -22.7% | ||
| Q3 25 | 17.7% | -10.8% | ||
| Q2 25 | 26.8% | -26.5% | ||
| Q1 25 | 7.7% | 9.1% | ||
| Q4 24 | 26.4% | -3.7% | ||
| Q3 24 | 13.7% | 10.6% | ||
| Q2 24 | 2.1% | -13.9% | ||
| Q1 24 | — | 9.0% |
资本支出强度PBYIPETS
| Q4 25 | 0.0% | 0.1% | ||
| Q3 25 | 0.0% | 5.9% | ||
| Q2 25 | 0.0% | 2.5% | ||
| Q1 25 | 0.1% | 4.7% | ||
| Q4 24 | 0.0% | 1.5% | ||
| Q3 24 | 0.0% | 2.2% | ||
| Q2 24 | 0.0% | 1.0% | ||
| Q1 24 | 0.0% | 1.9% |
现金转化率PBYIPETS
| Q4 25 | — | — | ||
| Q3 25 | 1.10× | — | ||
| Q2 25 | 2.41× | — | ||
| Q1 25 | 1.21× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.54× | 3.18× | ||
| Q2 24 | — | -2.27× | ||
| 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
PBYI
暂无分部数据
PETS
| Reorder | $34.0M | 84% |
| New Order | $5.0M | 12% |
| Membership Fees | $1.6M | 4% |
