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PUMA BIOTECHNOLOGY, INC.（PBYI）与Vera Bradley, Inc.（VRA）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Vera Bradley, Inc.的1.2倍（$75.5M vs $62.3M），PUMA BIOTECHNOLOGY, INC.同比增速更快（27.7% vs -22.7%），PUMA BIOTECHNOLOGY, INC.自由现金流更多（$14.4M vs $-4.5M），过去两年PUMA BIOTECHNOLOGY, INC.的营收复合增速更高（31.3% vs 16.1%）
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。
维拉·布拉德利是源自美国的箱包设计品牌，1982年由两位设计师创立，总部位于印第安纳州韦恩堡。品牌最初主打高档棉质包袋，如今产品已拓展至时尚配饰、家居用品、文具与印花礼品，多数产品以辨识度极高的花卉、佩兹利或几何印花搭配配套里料，风格鲜明。
PBYI vs VRA — 直观对比
营收规模更大
PBYI
是对方的1.2倍
$62.3M
营收增速更快
PBYI
高出50.5%
-22.7%
自由现金流更多
PBYI
多$18.8M
$-4.5M
两年增速更快
PBYI
近两年复合增速
16.1%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $75.5M | $62.3M |
| 净利润 | — | $-12.4M |
| 毛利率 | 69.3% | 42.1% |
| 营业利润率 | 22.7% | -19.6% |
| 净利率 | — | -19.9% |
| 营收同比 | 27.7% | -22.7% |
| 净利润同比 | — | 3.4% |
| 每股收益（稀释后） | $0.26 | $-0.44 |
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PBYIVRA
| Q4 25 | $75.5M | $62.3M | ||
| Q3 25 | $54.5M | $70.9M | ||
| Q2 25 | $52.4M | $51.7M | ||
| Q1 25 | $46.0M | $100.0M | ||
| Q4 24 | $59.1M | $70.5M | ||
| Q3 24 | $80.5M | $94.0M | ||
| Q2 24 | $47.1M | $67.9M | ||
| Q1 24 | $43.8M | $46.2M |
净利润PBYIVRA
| Q4 25 | — | $-12.4M | ||
| Q3 25 | $8.8M | $-4.7M | ||
| Q2 25 | $5.9M | $-33.5M | ||
| Q1 25 | $3.0M | $-47.0M | ||
| Q4 24 | — | $-12.8M | ||
| Q3 24 | $20.3M | $5.7M | ||
| Q2 24 | $-4.5M | $-8.1M | ||
| Q1 24 | $-4.8M | $-1.9M |
毛利率PBYIVRA
| Q4 25 | 69.3% | 42.1% | ||
| Q3 25 | 77.7% | 50.1% | ||
| Q2 25 | 76.5% | 44.1% | ||
| Q1 25 | 77.1% | 45.0% | ||
| Q4 24 | 76.4% | 54.5% | ||
| Q3 24 | 63.9% | 49.7% | ||
| Q2 24 | 77.4% | 50.1% | ||
| Q1 24 | 75.5% | 37.2% |
营业利润率PBYIVRA
| Q4 25 | 22.7% | -19.6% | ||
| Q3 25 | 17.6% | -6.5% | ||
| Q2 25 | 12.7% | -34.6% | ||
| Q1 25 | 8.7% | -23.3% | ||
| Q4 24 | 22.6% | -11.6% | ||
| Q3 24 | 27.4% | 2.5% | ||
| Q2 24 | -4.6% | -15.6% | ||
| Q1 24 | -5.3% | -3.6% |
净利率PBYIVRA
| Q4 25 | — | -19.9% | ||
| Q3 25 | 16.2% | -6.6% | ||
| Q2 25 | 11.2% | -64.8% | ||
| Q1 25 | 6.5% | -47.0% | ||
| Q4 24 | — | -18.2% | ||
| Q3 24 | 25.2% | 6.1% | ||
| Q2 24 | -9.6% | -12.0% | ||
| Q1 24 | -11.0% | -4.0% |
每股收益（稀释后）PBYIVRA
| Q4 25 | $0.26 | $-0.44 | ||
| Q3 25 | $0.17 | $-0.17 | ||
| Q2 25 | $0.12 | $-1.20 | ||
| Q1 25 | $0.06 | $-1.62 | ||
| Q4 24 | $0.40 | $-0.46 | ||
| Q3 24 | $0.41 | $0.19 | ||
| Q2 24 | $-0.09 | $-0.26 | ||
| Q1 24 | $-0.10 | $-0.06 |
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 | $10.7M |
| 总债务越低越好 | $22.7M | $10.0M |
| 股东权益账面价值 | $130.3M | $128.1M |
| 总资产 | $216.3M | $243.7M |
| 负债/权益比越低杠杆越低 | 0.17× | 0.08× |
8季度趋势，按日历期对齐
现金及短期投资PBYIVRA
| Q4 25 | $97.5M | $10.7M | ||
| Q3 25 | $94.4M | $15.2M | ||
| Q2 25 | $96.0M | $11.3M | ||
| Q1 25 | $93.2M | $30.4M | ||
| Q4 24 | $101.0M | $13.7M | ||
| Q3 24 | $96.7M | $44.1M | ||
| Q2 24 | $96.8M | $55.2M | ||
| Q1 24 | $107.2M | $77.3M |
总债务PBYIVRA
| Q4 25 | $22.7M | $10.0M | ||
| Q3 25 | $34.0M | $10.0M | ||
| Q2 25 | $45.3M | — | ||
| Q1 25 | $56.7M | $0 | ||
| Q4 24 | $68.0M | — | ||
| Q3 24 | $79.3M | — | ||
| Q2 24 | $90.7M | — | ||
| Q1 24 | $102.0M | — |
股东权益PBYIVRA
| Q4 25 | $130.3M | $128.1M | ||
| Q3 25 | $115.3M | $140.5M | ||
| Q2 25 | $104.7M | $146.0M | ||
| Q1 25 | $97.1M | $179.0M | ||
| Q4 24 | $92.1M | $225.2M | ||
| Q3 24 | $71.1M | $242.5M | ||
| Q2 24 | $48.5M | $245.9M | ||
| Q1 24 | $51.0M | $259.9M |
总资产PBYIVRA
| Q4 25 | $216.3M | $243.7M | ||
| Q3 25 | $202.9M | $266.2M | ||
| Q2 25 | $194.9M | $267.9M | ||
| Q1 25 | $196.2M | $306.7M | ||
| Q4 24 | $213.3M | $359.0M | ||
| Q3 24 | $220.7M | $379.2M | ||
| Q2 24 | $205.0M | $368.7M | ||
| Q1 24 | $214.1M | $380.8M |
负债/权益比PBYIVRA
| Q4 25 | 0.17× | 0.08× | ||
| Q3 25 | 0.30× | 0.07× | ||
| Q2 25 | 0.43× | — | ||
| Q1 25 | 0.58× | 0.00× | ||
| 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 | $-4.0M |
| 自由现金流经营现金流 - 资本支出 | $14.4M | $-4.5M |
| 自由现金流率自由现金流/营收 | 19.1% | -7.2% |
| 资本支出强度资本支出/营收 | 0.0% | 0.7% |
| 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 | $41.7M | $-13.0M |
8季度趋势，按日历期对齐
经营现金流PBYIVRA
| Q4 25 | $14.4M | $-4.0M | ||
| Q3 25 | $9.7M | $-5.4M | ||
| Q2 25 | $14.1M | $-17.9M | ||
| Q1 25 | $3.6M | $21.7M | ||
| Q4 24 | $15.6M | $-22.6M | ||
| Q3 24 | $11.0M | $1.4M | ||
| Q2 24 | $1.0M | $-14.5M | ||
| Q1 24 | $11.2M | $26.9M |
自由现金流PBYIVRA
| Q4 25 | $14.4M | $-4.5M | ||
| Q3 25 | $9.7M | $-6.1M | ||
| Q2 25 | $14.1M | $-19.8M | ||
| Q1 25 | $3.6M | $17.3M | ||
| Q4 24 | $15.6M | $-25.0M | ||
| Q3 24 | $11.0M | $-1.4M | ||
| Q2 24 | $1.0M | $-15.4M | ||
| Q1 24 | — | $25.7M |
自由现金流率PBYIVRA
| Q4 25 | 19.1% | -7.2% | ||
| Q3 25 | 17.7% | -8.7% | ||
| Q2 25 | 26.8% | -38.3% | ||
| Q1 25 | 7.7% | 17.3% | ||
| Q4 24 | 26.4% | -35.5% | ||
| Q3 24 | 13.7% | -1.5% | ||
| Q2 24 | 2.1% | -22.7% | ||
| Q1 24 | — | 55.7% |
资本支出强度PBYIVRA
| Q4 25 | 0.0% | 0.7% | ||
| Q3 25 | 0.0% | 1.0% | ||
| Q2 25 | 0.0% | 3.6% | ||
| Q1 25 | 0.1% | 4.3% | ||
| Q4 24 | 0.0% | 3.4% | ||
| Q3 24 | 0.0% | 3.0% | ||
| Q2 24 | 0.0% | 1.3% | ||
| Q1 24 | 0.0% | 2.6% |
现金转化率PBYIVRA
| Q4 25 | — | — | ||
| Q3 25 | 1.10× | — | ||
| Q2 25 | 2.41× | — | ||
| Q1 25 | 1.21× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.54× | 0.25× | ||
| Q2 24 | — | — | ||
| 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
VRA
| Bags | $23.9M | 38% |
| Indirect | $12.6M | 20% |
| Transferred At Point In Time | $12.2M | 20% |
| Accessories | $7.2M | 12% |
| Home | $3.5M | 6% |
| Apparel Footwear | $1.8M | 3% |
| Other Products | $1.5M | 2% |
