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Primo Brands Corp（PRMB）与福泰制药（VRTX）财务数据对比。点击上方公司名可切换其他公司
福泰制药的季度营收约是Primo Brands Corp的1.8倍（$3.0B vs $1.6B），福泰制药净利率更高（34.5% vs 1.7%，领先32.9%），福泰制药同比增速更快（7.8% vs 0.8%），过去两年Primo Brands Corp的营收复合增速更高（19.7% vs 6.3%）
Primo Brands Corp是一家美加合资饮用水企业，主营多规格桶装水、饮水机、自助补水设备及净水家电，总部位于美国佛罗里达州坦帕市，服务覆盖美国、加拿大、欧洲及以色列的住宅与商业客户。
福泰制药是总部位于美国马萨诸塞州波士顿的生物制药企业，是全球首批明确采用理性药物设计策略、而非组合化学方法开发药物的生物技术公司之一。除波士顿总部外，公司还在加州圣迭戈、英国牛津郡米尔顿公园设有三处研发中心。
PRMB vs VRTX — 直观对比
营收规模更大
VRTX
是对方的1.8倍
$1.6B
营收增速更快
VRTX
高出7.1%
0.8%
净利率更高
VRTX
高出32.9%
1.7%
两年增速更快
PRMB
近两年复合增速
6.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.6B | $3.0B |
| 净利润 | $27.3M | $1.0B |
| 毛利率 | 28.6% | 86.8% |
| 营业利润率 | 8.5% | 38.1% |
| 净利率 | 1.7% | 34.5% |
| 营收同比 | 0.8% | 7.8% |
| 净利润同比 | -4.9% | 59.6% |
| 每股收益（稀释后） | $0.07 | $4.02 |
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PRMBVRTX
| Q1 26 | $1.6B | $3.0B | ||
| Q4 25 | $1.6B | $3.2B | ||
| Q3 25 | $1.8B | $3.1B | ||
| Q2 25 | $1.7B | $3.0B | ||
| Q1 25 | $1.6B | $2.8B | ||
| Q4 24 | — | $2.9B | ||
| Q3 24 | $0 | $2.8B | ||
| Q2 24 | $1.3B | $2.6B |
净利润PRMBVRTX
| Q1 26 | $27.3M | $1.0B | ||
| Q4 25 | $-13.0M | $1.2B | ||
| Q3 25 | $16.8M | $1.1B | ||
| Q2 25 | $27.6M | $1.0B | ||
| Q1 25 | $28.7M | $646.3M | ||
| Q4 24 | — | $913.0M | ||
| Q3 24 | $-2.0K | $1.0B | ||
| Q2 24 | $54.5M | $-3.6B |
毛利率PRMBVRTX
| Q1 26 | 28.6% | 86.8% | ||
| Q4 25 | 27.7% | 85.4% | ||
| Q3 25 | 29.9% | 86.5% | ||
| Q2 25 | 31.3% | 86.3% | ||
| Q1 25 | 32.3% | 86.9% | ||
| Q4 24 | — | 85.5% | ||
| Q3 24 | — | 85.8% | ||
| Q2 24 | 32.7% | 85.9% |
营业利润率PRMBVRTX
| Q1 26 | 8.5% | 38.1% | ||
| Q4 25 | 1.2% | 37.8% | ||
| Q3 25 | 8.3% | 38.6% | ||
| Q2 25 | 6.5% | 38.8% | ||
| Q1 25 | 9.5% | 22.7% | ||
| Q4 24 | — | 35.2% | ||
| Q3 24 | — | 40.3% | ||
| Q2 24 | 12.1% | -132.9% |
净利率PRMBVRTX
| Q1 26 | 1.7% | 34.5% | ||
| Q4 25 | -0.8% | 37.3% | ||
| Q3 25 | 1.0% | 35.2% | ||
| Q2 25 | 1.6% | 34.8% | ||
| Q1 25 | 1.8% | 23.3% | ||
| Q4 24 | — | 31.4% | ||
| Q3 24 | — | 37.7% | ||
| Q2 24 | 4.1% | -135.8% |
每股收益（稀释后）PRMBVRTX
| Q1 26 | $0.07 | $4.02 | ||
| Q4 25 | $-0.03 | $4.64 | ||
| Q3 25 | $0.04 | $4.20 | ||
| Q2 25 | $0.07 | $3.99 | ||
| Q1 25 | $0.08 | $2.49 | ||
| Q4 24 | — | $3.62 | ||
| Q3 24 | $-20.00 | $4.01 | ||
| Q2 24 | $0.25 | $-13.92 |
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 | — | — |
| 总债务越低越好 | $5.2B | — |
| 股东权益账面价值 | $3.0B | $19.4B |
| 总资产 | $10.6B | $26.5B |
| 负债/权益比越低杠杆越低 | 1.74× | — |
8季度趋势，按日历期对齐
现金及短期投资PRMBVRTX
| Q1 26 | — | — | ||
| Q4 25 | $376.7M | $6.6B | ||
| Q3 25 | — | $6.3B | ||
| Q2 25 | — | $6.4B | ||
| Q1 25 | — | $6.2B | ||
| Q4 24 | — | $6.1B | ||
| Q3 24 | — | $6.5B | ||
| Q2 24 | — | $5.8B |
总债务PRMBVRTX
| Q1 26 | $5.2B | — | ||
| Q4 25 | $5.2B | — | ||
| Q3 25 | $5.1B | — | ||
| Q2 25 | $5.1B | — | ||
| Q1 25 | $5.0B | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益PRMBVRTX
| Q1 26 | $3.0B | $19.4B | ||
| Q4 25 | $3.0B | $18.7B | ||
| Q3 25 | $3.2B | $17.3B | ||
| Q2 25 | $3.2B | $17.2B | ||
| Q1 25 | $3.3B | $16.5B | ||
| Q4 24 | — | $16.4B | ||
| Q3 24 | $-2.0K | $15.6B | ||
| Q2 24 | $-296.8M | $14.8B |
总资产PRMBVRTX
| Q1 26 | $10.6B | $26.5B | ||
| Q4 25 | $10.6B | $25.6B | ||
| Q3 25 | $11.0B | $24.9B | ||
| Q2 25 | $11.0B | $24.0B | ||
| Q1 25 | $11.0B | $22.9B | ||
| Q4 24 | — | $22.5B | ||
| Q3 24 | $0 | $22.2B | ||
| Q2 24 | — | $20.1B |
负债/权益比PRMBVRTX
| Q1 26 | 1.74× | — | ||
| Q4 25 | 1.72× | — | ||
| Q3 25 | 1.61× | — | ||
| Q2 25 | 1.57× | — | ||
| Q1 25 | 1.51× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $103.8M | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | 2.9% | — |
| 现金转化率经营现金流/净利润 | 3.80× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流PRMBVRTX
| Q1 26 | $103.8M | — | ||
| Q4 25 | $203.1M | $498.0M | ||
| Q3 25 | $283.4M | $1.2B | ||
| Q2 25 | $155.0M | $1.1B | ||
| Q1 25 | $38.8M | $818.9M | ||
| Q4 24 | — | $584.6M | ||
| Q3 24 | $0 | $1.4B | ||
| Q2 24 | $102.5M | $-3.8B |
自由现金流PRMBVRTX
| Q1 26 | — | — | ||
| Q4 25 | $57.3M | $348.6M | ||
| Q3 25 | $167.7M | $1.1B | ||
| Q2 25 | $101.1M | $927.4M | ||
| Q1 25 | $-23.2M | $778.2M | ||
| Q4 24 | — | $492.0M | ||
| Q3 24 | — | $1.3B | ||
| Q2 24 | $61.4M | $-3.8B |
自由现金流率PRMBVRTX
| Q1 26 | — | — | ||
| Q4 25 | 3.7% | 10.9% | ||
| Q3 25 | 9.5% | 37.0% | ||
| Q2 25 | 5.8% | 31.3% | ||
| Q1 25 | -1.4% | 28.1% | ||
| Q4 24 | — | 16.9% | ||
| Q3 24 | — | 47.0% | ||
| Q2 24 | 4.7% | -144.5% |
资本支出强度PRMBVRTX
| Q1 26 | 2.9% | — | ||
| Q4 25 | 9.4% | 4.7% | ||
| Q3 25 | 6.6% | 3.3% | ||
| Q2 25 | 3.1% | 4.9% | ||
| Q1 25 | 3.8% | 1.5% | ||
| Q4 24 | — | 3.2% | ||
| Q3 24 | — | 2.4% | ||
| Q2 24 | 3.1% | 2.6% |
现金转化率PRMBVRTX
| Q1 26 | 3.80× | — | ||
| Q4 25 | — | 0.42× | ||
| Q3 25 | 16.87× | 1.15× | ||
| Q2 25 | 5.62× | 1.04× | ||
| Q1 25 | 1.35× | 1.27× | ||
| Q4 24 | — | 0.64× | ||
| Q3 24 | — | 1.31× | ||
| Q2 24 | 1.88× | — |
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
PRMB
| Regional spring water | $801.2M | 49% |
| Purified water | $511.2M | 31% |
| Other | $208.2M | 13% |
| Premium water | $105.5M | 6% |
VRTX
| TRIKAFTA/KAFTRIO | $2.4B | 79% |
| ALYFTREK | $424.4M | 14% |
| Other | $135.9M | 5% |
| CASGEVY | $42.9M | 1% |
| Vertex recorded | $29.0M | 1% |
