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PUMA BIOTECHNOLOGY, INC.（PBYI）与IMPINJ INC（PI）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IMPINJ INC的1.0倍（$75.5M vs $74.3M），PUMA BIOTECHNOLOGY, INC.同比增速更快（27.7% vs -0.0%），PUMA BIOTECHNOLOGY, INC.自由现金流更多（$14.4M vs $2.2M），过去两年PUMA BIOTECHNOLOGY, INC.的营收复合增速更高（31.3% vs -14.9%）
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。
Impinj Inc.是一家美国射频识别（RFID）设备及软件提供商，成立于2000年，总部位于华盛顿州西雅图，源自加州理工学院Carver Mead与Chris Diorio的研究成果。公司主营EPC Class 1 Gen 2无源超高频RFID芯片、读写器、读写器芯片、天线，以及芯片编码、业务数据采集相关的软件应用，为各行业RFID应用提供全链路产品支持。
PBYI vs PI — 直观对比
营收规模更大
PBYI
是对方的1.0倍
$74.3M
营收增速更快
PBYI
高出27.8%
-0.0%
自由现金流更多
PBYI
多$12.2M
$2.2M
两年增速更快
PBYI
近两年复合增速
-14.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $75.5M | $74.3M |
| 净利润 | — | $8.3M |
| 毛利率 | 69.3% | 49.1% |
| 营业利润率 | 22.7% | 30.5% |
| 净利率 | — | 11.2% |
| 营收同比 | 27.7% | -0.0% |
| 净利润同比 | — | — |
| 每股收益（稀释后） | $0.26 | $0.14 |
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PBYIPI
| Q1 26 | — | $74.3M | ||
| Q4 25 | $75.5M | $92.8M | ||
| Q3 25 | $54.5M | $96.1M | ||
| Q2 25 | $52.4M | $97.9M | ||
| Q1 25 | $46.0M | $74.3M | ||
| Q4 24 | $59.1M | $91.6M | ||
| Q3 24 | $80.5M | $95.2M | ||
| Q2 24 | $47.1M | $102.5M |
净利润PBYIPI
| Q1 26 | — | $8.3M | ||
| Q4 25 | — | $-1.1M | ||
| Q3 25 | $8.8M | $-12.8M | ||
| Q2 25 | $5.9M | $11.6M | ||
| Q1 25 | $3.0M | $-8.5M | ||
| Q4 24 | — | $-2.7M | ||
| Q3 24 | $20.3M | $221.0K | ||
| Q2 24 | $-4.5M | $10.0M |
毛利率PBYIPI
| Q1 26 | — | 49.1% | ||
| Q4 25 | 69.3% | 51.8% | ||
| Q3 25 | 77.7% | 50.3% | ||
| Q2 25 | 76.5% | 57.8% | ||
| Q1 25 | 77.1% | 49.4% | ||
| Q4 24 | 76.4% | 50.5% | ||
| Q3 24 | 63.9% | 50.0% | ||
| Q2 24 | 77.4% | 56.1% |
营业利润率PBYIPI
| Q1 26 | — | 30.5% | ||
| Q4 25 | 22.7% | -2.9% | ||
| Q3 25 | 17.6% | 0.7% | ||
| Q2 25 | 12.7% | 11.1% | ||
| Q1 25 | 8.7% | -12.9% | ||
| Q4 24 | 22.6% | -3.9% | ||
| Q3 24 | 27.4% | -0.8% | ||
| Q2 24 | -4.6% | 8.8% |
净利率PBYIPI
| Q1 26 | — | 11.2% | ||
| Q4 25 | — | -1.2% | ||
| Q3 25 | 16.2% | -13.3% | ||
| Q2 25 | 11.2% | 11.8% | ||
| Q1 25 | 6.5% | -11.4% | ||
| Q4 24 | — | -2.9% | ||
| Q3 24 | 25.2% | 0.2% | ||
| Q2 24 | -9.6% | 9.7% |
每股收益（稀释后）PBYIPI
| Q1 26 | — | $0.14 | ||
| Q4 25 | $0.26 | $-0.02 | ||
| Q3 25 | $0.17 | $-0.44 | ||
| Q2 25 | $0.12 | $0.39 | ||
| Q1 25 | $0.06 | $-0.30 | ||
| Q4 24 | $0.40 | $-0.06 | ||
| Q3 24 | $0.41 | $0.01 | ||
| Q2 24 | $-0.09 | $0.34 |
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 | $131.8M |
| 总债务越低越好 | $22.7M | $241.5M |
| 股东权益账面价值 | $130.3M | — |
| 总资产 | $216.3M | $502.5M |
| 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PBYIPI
| Q1 26 | — | $131.8M | ||
| Q4 25 | $97.5M | $175.3M | ||
| Q3 25 | $94.4M | $190.1M | ||
| Q2 25 | $96.0M | $193.2M | ||
| Q1 25 | $93.2M | $147.9M | ||
| Q4 24 | $101.0M | $164.7M | ||
| Q3 24 | $96.7M | $170.3M | ||
| Q2 24 | $96.8M | $220.2M |
总债务PBYIPI
| Q1 26 | — | $241.5M | ||
| Q4 25 | $22.7M | $280.9M | ||
| Q3 25 | $34.0M | $280.4M | ||
| Q2 25 | $45.3M | — | ||
| Q1 25 | $56.7M | — | ||
| Q4 24 | $68.0M | $283.5M | ||
| Q3 24 | $79.3M | — | ||
| Q2 24 | $90.7M | — |
股东权益PBYIPI
| Q1 26 | — | — | ||
| Q4 25 | $130.3M | $209.2M | ||
| Q3 25 | $115.3M | $195.0M | ||
| Q2 25 | $104.7M | $187.7M | ||
| Q1 25 | $97.1M | $160.6M | ||
| Q4 24 | $92.1M | $149.9M | ||
| Q3 24 | $71.1M | $136.1M | ||
| Q2 24 | $48.5M | $117.0M |
总资产PBYIPI
| Q1 26 | — | $502.5M | ||
| Q4 25 | $216.3M | $545.2M | ||
| Q3 25 | $202.9M | $516.5M | ||
| Q2 25 | $194.9M | $508.8M | ||
| Q1 25 | $196.2M | $479.8M | ||
| Q4 24 | $213.3M | $489.1M | ||
| Q3 24 | $220.7M | $476.4M | ||
| Q2 24 | $205.0M | $446.1M |
负债/权益比PBYIPI
| Q1 26 | — | — | ||
| Q4 25 | 0.17× | 1.34× | ||
| Q3 25 | 0.30× | 1.44× | ||
| Q2 25 | 0.43× | — | ||
| Q1 25 | 0.58× | — | ||
| Q4 24 | 0.74× | 1.89× | ||
| 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 | $14.4M | — |
| 自由现金流经营现金流 - 资本支出 | $14.4M | $2.2M |
| 自由现金流率自由现金流/营收 | 19.1% | 3.0% |
| 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 | — | — |
| 过去12个月自由现金流最近4个季度 | $41.7M | $61.1M |
8季度趋势，按日历期对齐
经营现金流PBYIPI
| Q1 26 | — | — | ||
| Q4 25 | $14.4M | $15.1M | ||
| Q3 25 | $9.7M | $20.9M | ||
| Q2 25 | $14.1M | $33.9M | ||
| Q1 25 | $3.6M | $-11.1M | ||
| Q4 24 | $15.6M | $12.6M | ||
| Q3 24 | $11.0M | $10.1M | ||
| Q2 24 | $1.0M | $45.5M |
自由现金流PBYIPI
| Q1 26 | — | $2.2M | ||
| Q4 25 | $14.4M | $13.6M | ||
| Q3 25 | $9.7M | $18.0M | ||
| Q2 25 | $14.1M | $27.3M | ||
| Q1 25 | $3.6M | $-13.0M | ||
| Q4 24 | $15.6M | $8.5M | ||
| Q3 24 | $11.0M | $4.7M | ||
| Q2 24 | $1.0M | $44.1M |
自由现金流率PBYIPI
| Q1 26 | — | 3.0% | ||
| Q4 25 | 19.1% | 14.7% | ||
| Q3 25 | 17.7% | 18.7% | ||
| Q2 25 | 26.8% | 27.9% | ||
| Q1 25 | 7.7% | -17.5% | ||
| Q4 24 | 26.4% | 9.3% | ||
| Q3 24 | 13.7% | 4.9% | ||
| Q2 24 | 2.1% | 43.0% |
资本支出强度PBYIPI
| Q1 26 | — | — | ||
| Q4 25 | 0.0% | 1.6% | ||
| Q3 25 | 0.0% | 3.1% | ||
| Q2 25 | 0.0% | 6.7% | ||
| Q1 25 | 0.1% | 2.5% | ||
| Q4 24 | 0.0% | 4.5% | ||
| Q3 24 | 0.0% | 5.7% | ||
| Q2 24 | 0.0% | 1.3% |
现金转化率PBYIPI
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 1.10× | — | ||
| Q2 25 | 2.41× | 2.93× | ||
| Q1 25 | 1.21× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.54× | 45.56× | ||
| Q2 24 | — | 4.56× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
