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PUMA BIOTECHNOLOGY, INC.（PBYI）与TWIN DISC INC（TWIN）财务数据对比。点击上方公司名可切换其他公司
TWIN DISC INC的季度营收约是PUMA BIOTECHNOLOGY, INC.的1.2倍（$90.2M vs $75.5M），PUMA BIOTECHNOLOGY, INC.同比增速更快（27.7% vs 0.3%），PUMA BIOTECHNOLOGY, INC.自由现金流更多（$14.4M vs $1.2M），过去两年PUMA BIOTECHNOLOGY, INC.的营收复合增速更高（31.3% vs 10.3%）
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。
双盘公司设计、生产并分销适用于多种场景的传动设备，产品覆盖船舶、非道路车辆及工业领域。公司成立于1918年，最初为农用拖拉机生产离合器，如今已发展为跨国企业，在亚洲、欧洲、北美洲、大洋洲、南美洲均设有子公司或销售办事处。
PBYI vs TWIN — 直观对比
营收规模更大
TWIN
是对方的1.2倍
$75.5M
营收增速更快
PBYI
高出27.4%
0.3%
自由现金流更多
PBYI
多$13.1M
$1.2M
两年增速更快
PBYI
近两年复合增速
10.3%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $75.5M | $90.2M |
| 净利润 | — | $22.4M |
| 毛利率 | 69.3% | 24.8% |
| 营业利润率 | 22.7% | 2.3% |
| 净利率 | — | 24.8% |
| 营收同比 | 27.7% | 0.3% |
| 净利润同比 | — | 2334.3% |
| 每股收益（稀释后） | $0.26 | $1.55 |
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PBYITWIN
| Q4 25 | $75.5M | $90.2M | ||
| Q3 25 | $54.5M | $80.0M | ||
| Q2 25 | $52.4M | $96.7M | ||
| Q1 25 | $46.0M | $81.2M | ||
| Q4 24 | $59.1M | $89.9M | ||
| Q3 24 | $80.5M | $72.9M | ||
| Q2 24 | $47.1M | $84.4M | ||
| Q1 24 | $43.8M | $74.2M |
净利润PBYITWIN
| Q4 25 | — | $22.4M | ||
| Q3 25 | $8.8M | $-518.0K | ||
| Q2 25 | $5.9M | $1.4M | ||
| Q1 25 | $3.0M | $-1.5M | ||
| Q4 24 | — | $919.0K | ||
| Q3 24 | $20.3M | $-2.8M | ||
| Q2 24 | $-4.5M | $7.4M | ||
| Q1 24 | $-4.8M | $3.8M |
毛利率PBYITWIN
| Q4 25 | 69.3% | 24.8% | ||
| Q3 25 | 77.7% | 28.7% | ||
| Q2 25 | 76.5% | 31.0% | ||
| Q1 25 | 77.1% | 26.7% | ||
| Q4 24 | 76.4% | 24.1% | ||
| Q3 24 | 63.9% | 26.5% | ||
| Q2 24 | 77.4% | 29.7% | ||
| Q1 24 | 75.5% | 28.2% |
营业利润率PBYITWIN
| Q4 25 | 22.7% | 2.3% | ||
| Q3 25 | 17.6% | 2.8% | ||
| Q2 25 | 12.7% | 5.5% | ||
| Q1 25 | 8.7% | 2.4% | ||
| Q4 24 | 22.6% | 3.1% | ||
| Q3 24 | 27.4% | -0.2% | ||
| Q2 24 | -4.6% | 5.6% | ||
| Q1 24 | -5.3% | 4.9% |
净利率PBYITWIN
| Q4 25 | — | 24.8% | ||
| Q3 25 | 16.2% | -0.6% | ||
| Q2 25 | 11.2% | 1.5% | ||
| Q1 25 | 6.5% | -1.8% | ||
| Q4 24 | — | 1.0% | ||
| Q3 24 | 25.2% | -3.8% | ||
| Q2 24 | -9.6% | 8.8% | ||
| Q1 24 | -11.0% | 5.2% |
每股收益（稀释后）PBYITWIN
| Q4 25 | $0.26 | $1.55 | ||
| Q3 25 | $0.17 | $-0.04 | ||
| Q2 25 | $0.12 | $0.10 | ||
| Q1 25 | $0.06 | $-0.11 | ||
| Q4 24 | $0.40 | $0.07 | ||
| Q3 24 | $0.41 | $-0.20 | ||
| Q2 24 | $-0.09 | $0.54 | ||
| Q1 24 | $-0.10 | $0.27 |
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 | — |
| 总债务越低越好 | $22.7M | $44.5M |
| 股东权益账面价值 | $130.3M | $184.5M |
| 总资产 | $216.3M | $384.0M |
| 负债/权益比越低杠杆越低 | 0.17× | 0.24× |
8季度趋势，按日历期对齐
现金及短期投资PBYITWIN
| Q4 25 | $97.5M | — | ||
| Q3 25 | $94.4M | — | ||
| Q2 25 | $96.0M | — | ||
| Q1 25 | $93.2M | — | ||
| Q4 24 | $101.0M | — | ||
| Q3 24 | $96.7M | — | ||
| Q2 24 | $96.8M | — | ||
| Q1 24 | $107.2M | — |
总债务PBYITWIN
| Q4 25 | $22.7M | $44.5M | ||
| Q3 25 | $34.0M | $43.7M | ||
| Q2 25 | $45.3M | $31.4M | ||
| Q1 25 | $56.7M | $40.8M | ||
| Q4 24 | $68.0M | $24.9M | ||
| Q3 24 | $79.3M | $29.8M | ||
| Q2 24 | $90.7M | $25.8M | ||
| Q1 24 | $102.0M | $17.0M |
股东权益PBYITWIN
| Q4 25 | $130.3M | $184.5M | ||
| Q3 25 | $115.3M | $160.3M | ||
| Q2 25 | $104.7M | $164.0M | ||
| Q1 25 | $97.1M | $149.5M | ||
| Q4 24 | $92.1M | $147.0M | ||
| Q3 24 | $71.1M | $157.5M | ||
| Q2 24 | $48.5M | $154.7M | ||
| Q1 24 | $51.0M | $146.3M |
总资产PBYITWIN
| Q4 25 | $216.3M | $384.0M | ||
| Q3 25 | $202.9M | $363.5M | ||
| Q2 25 | $194.9M | $355.6M | ||
| Q1 25 | $196.2M | $332.9M | ||
| Q4 24 | $213.3M | $307.4M | ||
| Q3 24 | $220.7M | $323.5M | ||
| Q2 24 | $205.0M | $312.1M | ||
| Q1 24 | $214.1M | $288.8M |
负债/权益比PBYITWIN
| Q4 25 | 0.17× | 0.24× | ||
| Q3 25 | 0.30× | 0.27× | ||
| Q2 25 | 0.43× | 0.19× | ||
| Q1 25 | 0.58× | 0.27× | ||
| Q4 24 | 0.74× | 0.17× | ||
| Q3 24 | 1.12× | 0.19× | ||
| Q2 24 | 1.87× | 0.17× | ||
| Q1 24 | 2.00× | 0.12× |
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 | $4.6M |
| 自由现金流经营现金流 - 资本支出 | $14.4M | $1.2M |
| 自由现金流率自由现金流/营收 | 19.1% | 1.4% |
| 资本支出强度资本支出/营收 | 0.0% | 3.7% |
| 现金转化率经营现金流/净利润 | — | 0.20× |
| 过去12个月自由现金流最近4个季度 | $41.7M | $-70.0K |
8季度趋势，按日历期对齐
经营现金流PBYITWIN
| Q4 25 | $14.4M | $4.6M | ||
| Q3 25 | $9.7M | $-7.5M | ||
| Q2 25 | $14.1M | $16.4M | ||
| Q1 25 | $3.6M | $3.2M | ||
| Q4 24 | $15.6M | $8.7M | ||
| Q3 24 | $11.0M | $-4.3M | ||
| Q2 24 | $1.0M | $11.4M | ||
| Q1 24 | $11.2M | $6.2M |
自由现金流PBYITWIN
| Q4 25 | $14.4M | $1.2M | ||
| Q3 25 | $9.7M | $-11.0M | ||
| Q2 25 | $14.1M | $8.7M | ||
| Q1 25 | $3.6M | $906.0K | ||
| Q4 24 | $15.6M | $5.9M | ||
| Q3 24 | $11.0M | $-6.7M | ||
| Q2 24 | $1.0M | $10.3M | ||
| Q1 24 | — | $4.0M |
自由现金流率PBYITWIN
| Q4 25 | 19.1% | 1.4% | ||
| Q3 25 | 17.7% | -13.7% | ||
| Q2 25 | 26.8% | 9.0% | ||
| Q1 25 | 7.7% | 1.1% | ||
| Q4 24 | 26.4% | 6.5% | ||
| Q3 24 | 13.7% | -9.2% | ||
| Q2 24 | 2.1% | 12.2% | ||
| Q1 24 | — | 5.5% |
资本支出强度PBYITWIN
| Q4 25 | 0.0% | 3.7% | ||
| Q3 25 | 0.0% | 4.3% | ||
| Q2 25 | 0.0% | 8.0% | ||
| Q1 25 | 0.1% | 2.8% | ||
| Q4 24 | 0.0% | 3.1% | ||
| Q3 24 | 0.0% | 3.2% | ||
| Q2 24 | 0.0% | 1.3% | ||
| Q1 24 | 0.0% | 2.9% |
现金转化率PBYITWIN
| Q4 25 | — | 0.20× | ||
| Q3 25 | 1.10× | — | ||
| Q2 25 | 2.41× | 11.55× | ||
| Q1 25 | 1.21× | — | ||
| Q4 24 | — | 9.42× | ||
| Q3 24 | 0.54× | — | ||
| Q2 24 | — | 1.54× | ||
| Q1 24 | — | 1.63× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
