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FreightCar America, Inc.（RAIL）与Ultragenyx Pharmaceutical Inc.（RARE）财务数据对比。点击上方公司名可切换其他公司
Ultragenyx Pharmaceutical Inc.的季度营收约是FreightCar America, Inc.的1.7倍（$207.3M vs $125.5M），FreightCar America, Inc.净利率更高（-13.2% vs -62.0%，领先48.8%），Ultragenyx Pharmaceutical Inc.同比增速更快（25.9% vs -8.8%），FreightCar America, Inc.自由现金流更多（$8.8M vs $-100.8M），过去两年Ultragenyx Pharmaceutical Inc.的营收复合增速更高（38.0% vs -11.7%）
货运车美国公司是铁路行业货运车厢制造商，全球约有2000名雇员，核心生产基地设在墨西哥卡斯塔诺斯，厂区面积达70万平方英尺。此外，公司总部设于芝加哥，在宾夕法尼亚州约翰斯顿设有工程与零部件厂区，主要为铁路领域提供专业货运车厢产品。
Ultragenyx Pharmaceutical Inc.是一家总部位于美国的生物制药企业，专注于研发罕见病和超罕见遗传病的创新治疗方案，这类疾病目前大多无获批疗法，存在大量未被满足的临床需求。公司覆盖生物制剂、小分子药物、基因疗法、反义寡核苷酸及mRNA等多种药物技术平台，研发管线涵盖骨骼、内分泌、代谢、肌肉及中枢神经系统疾病领域。
RAIL vs RARE — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $125.5M | $207.3M |
| 净利润 | $-16.6M | $-128.6M |
| 毛利率 | 13.4% | — |
| 营业利润率 | 6.2% | -54.7% |
| 净利率 | -13.2% | -62.0% |
| 营收同比 | -8.8% | 25.9% |
| 净利润同比 | -147.9% | 3.5% |
| 每股收益（稀释后） | $-0.54 | $-1.28 |
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
| Q4 25 | $125.5M | $207.3M | ||
| Q3 25 | $160.4M | $159.9M | ||
| Q2 25 | $118.5M | $166.5M | ||
| Q1 25 | $96.2M | $139.3M | ||
| Q4 24 | $137.6M | $164.6M | ||
| Q3 24 | $113.2M | $139.5M | ||
| Q2 24 | $146.0M | $147.0M | ||
| Q1 24 | $160.9M | $108.8M |
| Q4 25 | $-16.6M | $-128.6M | ||
| Q3 25 | $-7.4M | $-180.4M | ||
| Q2 25 | $11.7M | $-115.0M | ||
| Q1 25 | $50.4M | $-151.1M | ||
| Q4 24 | $34.6M | $-133.2M | ||
| Q3 24 | $-107.0M | $-133.5M | ||
| Q2 24 | $8.2M | $-131.6M | ||
| Q1 24 | $-11.6M | $-170.7M |
| Q4 25 | 13.4% | — | ||
| Q3 25 | 15.1% | — | ||
| Q2 25 | 15.0% | — | ||
| Q1 25 | 15.0% | — | ||
| Q4 24 | 15.3% | — | ||
| Q3 24 | 14.3% | — | ||
| Q2 24 | 12.6% | — | ||
| Q1 24 | 7.1% | — |
| Q4 25 | 6.2% | -54.7% | ||
| Q3 25 | 9.1% | -106.9% | ||
| Q2 25 | 6.5% | -64.8% | ||
| Q1 25 | 4.0% | -102.6% | ||
| Q4 24 | 8.5% | -74.3% | ||
| Q3 24 | 7.6% | -94.6% | ||
| Q2 24 | 9.0% | -79.1% | ||
| Q1 24 | 2.4% | -151.9% |
| Q4 25 | -13.2% | -62.0% | ||
| Q3 25 | -4.6% | -112.8% | ||
| Q2 25 | 9.9% | -69.0% | ||
| Q1 25 | 52.4% | -108.5% | ||
| Q4 24 | 25.2% | -80.9% | ||
| Q3 24 | -94.6% | -95.7% | ||
| Q2 24 | 5.6% | -89.5% | ||
| Q1 24 | -7.2% | -156.8% |
| Q4 25 | $-0.54 | $-1.28 | ||
| Q3 25 | $-0.23 | $-1.81 | ||
| Q2 25 | $0.34 | $-1.17 | ||
| Q1 25 | $1.52 | $-1.57 | ||
| Q4 24 | $0.88 | $-1.34 | ||
| Q3 24 | $-3.57 | $-1.40 | ||
| Q2 24 | $0.11 | $-1.52 | ||
| Q1 24 | $-0.54 | $-2.03 |
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 | — | $421.0M |
| 总债务越低越好 | $107.2M | — |
| 股东权益账面价值 | $-107.4M | $-80.0M |
| 总资产 | $290.0M | $1.5B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q4 25 | — | $421.0M | ||
| Q3 25 | — | $202.5M | ||
| Q2 25 | — | $176.3M | ||
| Q1 25 | — | $127.1M | ||
| Q4 24 | — | $174.0M | ||
| Q3 24 | — | $150.6M | ||
| Q2 24 | — | $480.7M | ||
| Q1 24 | — | $112.3M |
| Q4 25 | $107.2M | — | ||
| Q3 25 | $107.6M | — | ||
| Q2 25 | $107.9M | — | ||
| Q1 25 | $108.2M | — | ||
| Q4 24 | $108.4M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $-107.4M | $-80.0M | ||
| Q3 25 | $-90.9M | $9.2M | ||
| Q2 25 | $-83.5M | $151.3M | ||
| Q1 25 | $-97.4M | $144.2M | ||
| Q4 24 | $-150.3M | $255.0M | ||
| Q3 24 | $-156.3M | $346.8M | ||
| Q2 24 | $-48.8M | $432.4M | ||
| Q1 24 | $-57.0M | $140.3M |
| Q4 25 | $290.0M | $1.5B | ||
| Q3 25 | $340.8M | $1.2B | ||
| Q2 25 | $328.1M | $1.3B | ||
| Q1 25 | $250.5M | $1.3B | ||
| Q4 24 | $224.2M | $1.5B | ||
| Q3 24 | $245.9M | $1.5B | ||
| Q2 24 | $207.2M | $1.6B | ||
| Q1 24 | $248.7M | $1.3B |
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 | $10.0M | $-99.8M |
| 自由现金流经营现金流 - 资本支出 | $8.8M | $-100.8M |
| 自由现金流率自由现金流/营收 | 7.0% | -48.6% |
| 资本支出强度资本支出/营收 | 1.0% | 0.5% |
| 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 | $31.4M | $-472.0M |
8季度趋势，按日历期对齐
| Q4 25 | $10.0M | $-99.8M | ||
| Q3 25 | $3.4M | $-91.4M | ||
| Q2 25 | $8.5M | $-108.3M | ||
| Q1 25 | $12.8M | $-166.5M | ||
| Q4 24 | $5.9M | $-79.3M | ||
| Q3 24 | $7.2M | $-67.0M | ||
| Q2 24 | $57.2M | $-77.0M | ||
| Q1 24 | $-25.3M | $-190.7M |
| Q4 25 | $8.8M | $-100.8M | ||
| Q3 25 | $2.2M | $-92.7M | ||
| Q2 25 | $7.9M | $-110.7M | ||
| Q1 25 | $12.5M | $-167.8M | ||
| Q4 24 | $4.6M | $-79.5M | ||
| Q3 24 | $5.7M | $-68.6M | ||
| Q2 24 | $55.9M | $-79.0M | ||
| Q1 24 | $-26.3M | $-193.9M |
| Q4 25 | 7.0% | -48.6% | ||
| Q3 25 | 1.4% | -58.0% | ||
| Q2 25 | 6.7% | -66.5% | ||
| Q1 25 | 13.0% | -120.5% | ||
| Q4 24 | 3.3% | -48.3% | ||
| Q3 24 | 5.0% | -49.2% | ||
| Q2 24 | 38.3% | -53.7% | ||
| Q1 24 | -16.3% | -178.2% |
| Q4 25 | 1.0% | 0.5% | ||
| Q3 25 | 0.7% | 0.8% | ||
| Q2 25 | 0.5% | 1.5% | ||
| Q1 25 | 0.3% | 1.0% | ||
| Q4 24 | 0.9% | 0.1% | ||
| Q3 24 | 1.3% | 1.2% | ||
| Q2 24 | 0.9% | 1.4% | ||
| Q1 24 | 0.6% | 3.0% |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 0.73× | — | ||
| Q1 25 | 0.25× | — | ||
| Q4 24 | 0.17× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 6.99× | — | ||
| 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
RAIL
| Railcar Sales | $118.9M | 95% |
| Aftermarket Sales | $6.6M | 5% |
RARE
| Royalty | $105.6M | 51% |
| Products | $101.7M | 49% |
