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PUMA BIOTECHNOLOGY, INC.（PBYI）与Xponential Fitness, Inc.（XPOF）财务数据对比。点击上方公司名可切换其他公司
Xponential Fitness, Inc.的季度营收约是PUMA BIOTECHNOLOGY, INC.的1.1倍（$83.0M 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 $10.2M），过去两年PUMA BIOTECHNOLOGY, INC.的营收复合增速更高（31.3% vs 2.0%）
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。
Xponential Fitness是全球规模领先的精品健身工作室特许经营商之一，旗下加盟工作室遍布美国49个州以及全球31个国家，已开业门店超过3000家，公司总部位于加利福尼亚州欧文市，在精品健身领域拥有广泛的全球布局。
PBYI vs XPOF — 直观对比
营收规模更大
XPOF
是对方的1.1倍
$75.5M
营收增速更快
PBYI
高出28.0%
-0.3%
自由现金流更多
PBYI
多$4.2M
$10.2M
两年增速更快
PBYI
近两年复合增速
2.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $75.5M | $83.0M |
| 净利润 | — | $-32.9M |
| 毛利率 | 69.3% | — |
| 营业利润率 | 22.7% | -9.9% |
| 净利率 | — | -39.6% |
| 营收同比 | 27.7% | -0.3% |
| 净利润同比 | — | 24.4% |
| 每股收益（稀释后） | $0.26 | $-1.18 |
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PBYIXPOF
| Q4 25 | $75.5M | $83.0M | ||
| Q3 25 | $54.5M | $78.8M | ||
| Q2 25 | $52.4M | $76.2M | ||
| Q1 25 | $46.0M | $76.9M | ||
| Q4 24 | $59.1M | $83.2M | ||
| Q3 24 | $80.5M | $80.5M | ||
| Q2 24 | $47.1M | $76.9M | ||
| Q1 24 | $43.8M | $79.7M |
净利润PBYIXPOF
| Q4 25 | — | $-32.9M | ||
| Q3 25 | $8.8M | $-4.9M | ||
| Q2 25 | $5.9M | $969.0K | ||
| Q1 25 | $3.0M | $-1.9M | ||
| Q4 24 | — | $-43.5M | ||
| Q3 24 | $20.3M | $-12.1M | ||
| Q2 24 | $-4.5M | $-9.6M | ||
| Q1 24 | $-4.8M | $-2.5M |
毛利率PBYIXPOF
| Q4 25 | 69.3% | — | ||
| Q3 25 | 77.7% | — | ||
| Q2 25 | 76.5% | — | ||
| Q1 25 | 77.1% | — | ||
| Q4 24 | 76.4% | — | ||
| Q3 24 | 63.9% | — | ||
| Q2 24 | 77.4% | — | ||
| Q1 24 | 75.5% | — |
营业利润率PBYIXPOF
| Q4 25 | 22.7% | -9.9% | ||
| Q3 25 | 17.6% | 4.5% | ||
| Q2 25 | 12.7% | 19.5% | ||
| Q1 25 | 8.7% | 12.6% | ||
| Q4 24 | 22.6% | -62.4% | ||
| Q3 24 | 27.4% | -8.2% | ||
| Q2 24 | -4.6% | -4.0% | ||
| Q1 24 | -5.3% | 10.0% |
净利率PBYIXPOF
| Q4 25 | — | -39.6% | ||
| Q3 25 | 16.2% | -6.2% | ||
| Q2 25 | 11.2% | 1.3% | ||
| Q1 25 | 6.5% | -2.5% | ||
| Q4 24 | — | -52.3% | ||
| Q3 24 | 25.2% | -15.1% | ||
| Q2 24 | -9.6% | -12.4% | ||
| Q1 24 | -11.0% | -3.1% |
每股收益（稀释后）PBYIXPOF
| Q4 25 | $0.26 | $-1.18 | ||
| Q3 25 | $0.17 | $-0.18 | ||
| Q2 25 | $0.12 | $-0.01 | ||
| Q1 25 | $0.06 | $-0.10 | ||
| Q4 24 | $0.40 | $-1.39 | ||
| Q3 24 | $0.41 | $-0.29 | ||
| Q2 24 | $-0.09 | $-0.30 | ||
| Q1 24 | $-0.10 | $-0.29 |
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 | $525.0M |
| 股东权益账面价值 | $130.3M | $-269.1M |
| 总资产 | $216.3M | $345.6M |
| 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PBYIXPOF
| 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PBYIXPOF
| Q4 25 | $22.7M | $525.0M | ||
| Q3 25 | $34.0M | $376.4M | ||
| Q2 25 | $45.3M | $377.8M | ||
| Q1 25 | $56.7M | $379.1M | ||
| Q4 24 | $68.0M | $352.4M | ||
| Q3 24 | $79.3M | $353.8M | ||
| Q2 24 | $90.7M | $330.1M | ||
| Q1 24 | $102.0M | $331.4M |
股东权益PBYIXPOF
| Q4 25 | $130.3M | $-269.1M | ||
| Q3 25 | $115.3M | $-230.4M | ||
| Q2 25 | $104.7M | $-225.0M | ||
| Q1 25 | $97.1M | $-225.2M | ||
| Q4 24 | $92.1M | $-216.6M | ||
| Q3 24 | $71.1M | $-155.7M | ||
| Q2 24 | $48.5M | $-151.9M | ||
| Q1 24 | $51.0M | $-144.4M |
总资产PBYIXPOF
| Q4 25 | $216.3M | $345.6M | ||
| Q3 25 | $202.9M | $355.3M | ||
| Q2 25 | $194.9M | $399.8M | ||
| Q1 25 | $196.2M | $412.4M | ||
| Q4 24 | $213.3M | $403.4M | ||
| Q3 24 | $220.7M | $472.2M | ||
| Q2 24 | $205.0M | $475.2M | ||
| Q1 24 | $214.1M | $508.4M |
负债/权益比PBYIXPOF
| 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 | $10.7M |
| 自由现金流经营现金流 - 资本支出 | $14.4M | $10.2M |
| 自由现金流率自由现金流/营收 | 19.1% | 12.3% |
| 资本支出强度资本支出/营收 | 0.0% | 0.6% |
| 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 | $24.7M |
8季度趋势，按日历期对齐
经营现金流PBYIXPOF
| Q4 25 | $14.4M | $10.7M | ||
| Q3 25 | $9.7M | $9.3M | ||
| Q2 25 | $14.1M | $2.5M | ||
| Q1 25 | $3.6M | $5.8M | ||
| Q4 24 | $15.6M | $776.0K | ||
| Q3 24 | $11.0M | $5.2M | ||
| Q2 24 | $1.0M | $3.0M | ||
| Q1 24 | $11.2M | $2.7M |
自由现金流PBYIXPOF
| Q4 25 | $14.4M | $10.2M | ||
| Q3 25 | $9.7M | $8.2M | ||
| Q2 25 | $14.1M | $996.0K | ||
| Q1 25 | $3.6M | $5.4M | ||
| Q4 24 | $15.6M | $674.0K | ||
| Q3 24 | $11.0M | $3.4M | ||
| Q2 24 | $1.0M | $872.0K | ||
| Q1 24 | — | $1.8M |
自由现金流率PBYIXPOF
| Q4 25 | 19.1% | 12.3% | ||
| Q3 25 | 17.7% | 10.4% | ||
| Q2 25 | 26.8% | 1.3% | ||
| Q1 25 | 7.7% | 7.0% | ||
| Q4 24 | 26.4% | 0.8% | ||
| Q3 24 | 13.7% | 4.2% | ||
| Q2 24 | 2.1% | 1.1% | ||
| Q1 24 | — | 2.3% |
资本支出强度PBYIXPOF
| Q4 25 | 0.0% | 0.6% | ||
| Q3 25 | 0.0% | 1.4% | ||
| Q2 25 | 0.0% | 2.0% | ||
| Q1 25 | 0.1% | 0.6% | ||
| Q4 24 | 0.0% | 0.1% | ||
| Q3 24 | 0.0% | 2.3% | ||
| Q2 24 | 0.0% | 2.8% | ||
| Q1 24 | 0.0% | 1.1% |
现金转化率PBYIXPOF
| Q4 25 | — | — | ||
| Q3 25 | 1.10× | — | ||
| Q2 25 | 2.41× | 2.60× | ||
| Q1 25 | 1.21× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.54× | — | ||
| 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
XPOF
| Franchise | $51.5M | 62% |
| Products | $9.7M | 12% |
| Franchise Marketing Fund Revenue | $8.9M | 11% |
| Service Other | $8.3M | 10% |
| Spartan Fitness | $4.5M | 5% |
