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Planet Labs PBC（PL）与Tarsus Pharmaceuticals, Inc.（TARS）财务数据对比。点击上方公司名可切换其他公司
Tarsus Pharmaceuticals, Inc.的季度营收约是Planet Labs PBC的1.9倍（$151.7M vs $81.3M），Tarsus Pharmaceuticals, Inc.净利率更高（-5.5% vs -72.8%，领先67.3%），Tarsus Pharmaceuticals, Inc.同比增速更快（128.4% vs 32.6%），Tarsus Pharmaceuticals, Inc.自由现金流更多（$13.0M vs $1.9M），过去两年Tarsus Pharmaceuticals, Inc.的营收复合增速更高（134.4% vs 17.5%）
Planet Labs PBC（常简称为Planet）是总部位于美国加利福尼亚州旧金山的上市地球影像企业，核心目标是实现全球范围的每日成像，以此监测地表变化、精准识别相关趋势，为多行业的地理数据分析需求提供可靠的数据支持。
Tarsus Pharmaceuticals是一家处于后期临床阶段的生物制药公司，专注于眼科、皮肤科等专科领域创新疗法的研发和商业化，主打产品针对蠕形螨睑缘炎、玫瑰痤疮等未被充分诊断的常见病症，核心市场为美国。
PL vs TARS — 直观对比
营收规模更大
TARS
是对方的1.9倍
$81.3M
营收增速更快
TARS
高出95.8%
32.6%
净利率更高
TARS
高出67.3%
-72.8%
自由现金流更多
TARS
多$11.1M
$1.9M
两年增速更快
TARS
近两年复合增速
17.5%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $81.3M | $151.7M |
| 净利润 | $-59.2M | $-8.4M |
| 毛利率 | 57.3% | — |
| 营业利润率 | -22.6% | -5.3% |
| 净利率 | -72.8% | -5.5% |
| 营收同比 | 32.6% | 128.4% |
| 净利润同比 | -194.7% | 63.8% |
| 每股收益（稀释后） | $-0.19 | $-0.17 |
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PLTARS
| Q4 25 | $81.3M | $151.7M | ||
| Q3 25 | $73.4M | $118.7M | ||
| Q2 25 | $66.3M | $102.7M | ||
| Q1 25 | $61.6M | $78.3M | ||
| Q4 24 | $61.3M | $66.4M | ||
| Q3 24 | $61.1M | $48.1M | ||
| Q2 24 | $60.4M | $40.8M | ||
| Q1 24 | $58.9M | $27.6M |
净利润PLTARS
| Q4 25 | $-59.2M | $-8.4M | ||
| Q3 25 | $-22.6M | $-12.6M | ||
| Q2 25 | $-12.6M | $-20.3M | ||
| Q1 25 | $-35.2M | $-25.1M | ||
| Q4 24 | $-20.1M | $-23.1M | ||
| Q3 24 | $-38.7M | $-23.4M | ||
| Q2 24 | $-29.3M | $-33.3M | ||
| Q1 24 | $-30.1M | $-35.7M |
毛利率PLTARS
| Q4 25 | 57.3% | — | ||
| Q3 25 | 57.6% | — | ||
| Q2 25 | 55.2% | — | ||
| Q1 25 | 62.1% | — | ||
| Q4 24 | 61.2% | — | ||
| Q3 24 | 52.9% | — | ||
| Q2 24 | 52.4% | — | ||
| Q1 24 | 55.2% | — |
营业利润率PLTARS
| Q4 25 | -22.6% | -5.3% | ||
| Q3 25 | -24.5% | -12.2% | ||
| Q2 25 | -34.4% | -21.6% | ||
| Q1 25 | -31.5% | -33.5% | ||
| Q4 24 | -36.9% | -36.8% | ||
| Q3 24 | -64.8% | -52.3% | ||
| Q2 24 | -57.2% | -81.6% | ||
| Q1 24 | -57.6% | -136.5% |
净利率PLTARS
| Q4 25 | -72.8% | -5.5% | ||
| Q3 25 | -30.8% | -10.6% | ||
| Q2 25 | -19.1% | -19.8% | ||
| Q1 25 | -57.1% | -32.1% | ||
| Q4 24 | -32.8% | -34.8% | ||
| Q3 24 | -63.3% | -48.7% | ||
| Q2 24 | -48.5% | -81.6% | ||
| Q1 24 | -51.1% | -129.4% |
每股收益（稀释后）PLTARS
| Q4 25 | $-0.19 | $-0.17 | ||
| Q3 25 | $-0.07 | $-0.30 | ||
| Q2 25 | $-0.04 | $-0.48 | ||
| Q1 25 | $-0.12 | $-0.64 | ||
| Q4 24 | $-0.07 | $-0.57 | ||
| Q3 24 | $-0.13 | $-0.61 | ||
| Q2 24 | $-0.10 | $-0.88 | ||
| Q1 24 | $-0.10 | $-1.01 |
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 | $443.3M | $417.3M |
| 总债务越低越好 | — | $72.4M |
| 股东权益账面价值 | $349.6M | $343.4M |
| 总资产 | $1.1B | $562.2M |
| 负债/权益比越低杠杆越低 | — | 0.21× |
8季度趋势，按日历期对齐
现金及短期投资PLTARS
| Q4 25 | $443.3M | $417.3M | ||
| Q3 25 | $181.1M | $401.8M | ||
| Q2 25 | $133.5M | $381.1M | ||
| Q1 25 | $118.0M | $407.9M | ||
| Q4 24 | $139.0M | $291.4M | ||
| Q3 24 | $148.3M | $317.0M | ||
| Q2 24 | $107.4M | $323.6M | ||
| Q1 24 | $83.9M | $298.5M |
总债务PLTARS
| Q4 25 | — | $72.4M | ||
| Q3 25 | — | $72.3M | ||
| Q2 25 | — | $72.1M | ||
| Q1 25 | — | $72.0M | ||
| Q4 24 | — | $71.8M | ||
| Q3 24 | — | $71.7M | ||
| Q2 24 | — | $71.6M | ||
| Q1 24 | — | $29.9M |
股东权益PLTARS
| Q4 25 | $349.6M | $343.4M | ||
| Q3 25 | $435.7M | $335.1M | ||
| Q2 25 | $444.8M | $332.6M | ||
| Q1 25 | $441.3M | $342.5M | ||
| Q4 24 | $464.6M | $224.5M | ||
| Q3 24 | $473.2M | $237.5M | ||
| Q2 24 | $500.3M | $252.2M | ||
| Q1 24 | $518.0M | $275.2M |
总资产PLTARS
| Q4 25 | $1.1B | $562.2M | ||
| Q3 25 | $696.4M | $534.6M | ||
| Q2 25 | $658.4M | $495.0M | ||
| Q1 25 | $633.8M | $500.8M | ||
| Q4 24 | $630.8M | $377.0M | ||
| Q3 24 | $658.4M | $376.3M | ||
| Q2 24 | $674.6M | $376.8M | ||
| Q1 24 | $702.0M | $349.3M |
负债/权益比PLTARS
| Q4 25 | — | 0.21× | ||
| Q3 25 | — | 0.22× | ||
| Q2 25 | — | 0.22× | ||
| Q1 25 | — | 0.21× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | — | 0.30× | ||
| Q2 24 | — | 0.28× | ||
| Q1 24 | — | 0.11× |
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 | $28.6M | $19.3M |
| 自由现金流经营现金流 - 资本支出 | $1.9M | $13.0M |
| 自由现金流率自由现金流/营收 | 2.3% | 8.6% |
| 资本支出强度资本支出/营收 | 32.9% | 4.2% |
| 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 | $40.7M | $-22.3M |
8季度趋势，按日历期对齐
经营现金流PLTARS
| Q4 25 | $28.6M | $19.3M | ||
| Q3 25 | $67.8M | $18.3M | ||
| Q2 25 | $17.3M | $-29.4M | ||
| Q1 25 | $-6.3M | $-20.7M | ||
| Q4 24 | $4.1M | $-22.2M | ||
| Q3 24 | $-7.9M | $-8.7M | ||
| Q2 24 | $-4.3M | $-14.4M | ||
| Q1 24 | $-6.8M | $-37.8M |
自由现金流PLTARS
| Q4 25 | $1.9M | $13.0M | ||
| Q3 25 | $47.5M | $16.3M | ||
| Q2 25 | $9.2M | $-30.4M | ||
| Q1 25 | $-17.9M | $-21.2M | ||
| Q4 24 | $-3.6M | $-22.3M | ||
| Q3 24 | $-23.0M | $-8.9M | ||
| Q2 24 | $-14.2M | $-15.4M | ||
| Q1 24 | $-15.7M | $-38.0M |
自由现金流率PLTARS
| Q4 25 | 2.3% | 8.6% | ||
| Q3 25 | 64.7% | 13.8% | ||
| Q2 25 | 13.9% | -29.6% | ||
| Q1 25 | -29.1% | -27.1% | ||
| Q4 24 | -5.8% | -33.5% | ||
| Q3 24 | -37.6% | -18.6% | ||
| Q2 24 | -23.6% | -37.8% | ||
| Q1 24 | -26.7% | -137.5% |
资本支出强度PLTARS
| Q4 25 | 32.9% | 4.2% | ||
| Q3 25 | 27.6% | 1.6% | ||
| Q2 25 | 12.3% | 1.0% | ||
| Q1 25 | 18.9% | 0.8% | ||
| Q4 24 | 12.5% | 0.1% | ||
| Q3 24 | 24.8% | 0.6% | ||
| Q2 24 | 16.4% | 2.5% | ||
| Q1 24 | 15.1% | 0.6% |
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
PL
| Defense And Intelligence | $49.4M | 61% |
| Civil Government | $18.8M | 23% |
| Commercial | $13.1M | 16% |
TARS
暂无分部数据
