vs
Ultragenyx Pharmaceutical Inc.（RARE）与ROGERS CORP（ROG）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ROGERS CORP的1.0倍（$207.3M vs $200.5M），ROGERS CORP净利率更高（2.2% vs -62.0%，领先64.3%），Ultragenyx Pharmaceutical Inc.同比增速更快（25.9% vs 5.2%），ROGERS CORP自由现金流更多（$1.1M vs $-100.8M），过去两年Ultragenyx Pharmaceutical Inc.的营收复合增速更高（38.0% vs -3.3%）
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。
罗杰斯公司是一家专注于特种工程材料研发生产的企业，总部位于美国亚利桑那州钱德勒市，其产品广泛应用于先进电子、移动通信、清洁能源、航空航天等多个高科技领域，为全球客户提供高性能材料解决方案。
RARE vs ROG — 直观对比
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $207.3M | $200.5M |
| 净利润 | $-128.6M | $4.5M |
| 毛利率 | — | 32.2% |
| 营业利润率 | -54.7% | — |
| 净利率 | -62.0% | 2.2% |
| 营收同比 | 25.9% | 5.2% |
| 净利润同比 | 3.5% | 421.4% |
| 每股收益（稀释后） | $-1.28 | $0.25 |
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
| Q1 26 | — | $200.5M | ||
| Q4 25 | $207.3M | $201.5M | ||
| Q3 25 | $159.9M | $216.0M | ||
| Q2 25 | $166.5M | $202.8M | ||
| Q1 25 | $139.3M | $190.5M | ||
| Q4 24 | $164.6M | $192.2M | ||
| Q3 24 | $139.5M | $210.3M | ||
| Q2 24 | $147.0M | $214.2M |
| Q1 26 | — | $4.5M | ||
| Q4 25 | $-128.6M | $4.6M | ||
| Q3 25 | $-180.4M | $8.6M | ||
| Q2 25 | $-115.0M | $-73.6M | ||
| Q1 25 | $-151.1M | $-1.4M | ||
| Q4 24 | $-133.2M | $-500.0K | ||
| Q3 24 | $-133.5M | $10.7M | ||
| Q2 24 | $-131.6M | $8.1M |
| Q1 26 | — | 32.2% | ||
| Q4 25 | — | 31.5% | ||
| Q3 25 | — | 33.5% | ||
| Q2 25 | — | 31.6% | ||
| Q1 25 | — | 29.9% | ||
| Q4 24 | — | 32.1% | ||
| Q3 24 | — | 35.2% | ||
| Q2 24 | — | 34.1% |
| Q1 26 | — | — | ||
| Q4 25 | -54.7% | 3.5% | ||
| Q3 25 | -106.9% | 7.3% | ||
| Q2 25 | -64.8% | -33.3% | ||
| Q1 25 | -102.6% | -0.2% | ||
| Q4 24 | -74.3% | -6.6% | ||
| Q3 24 | -94.6% | 6.9% | ||
| Q2 24 | -79.1% | 5.3% |
| Q1 26 | — | 2.2% | ||
| Q4 25 | -62.0% | 2.3% | ||
| Q3 25 | -112.8% | 4.0% | ||
| Q2 25 | -69.0% | -36.3% | ||
| Q1 25 | -108.5% | -0.7% | ||
| Q4 24 | -80.9% | -0.3% | ||
| Q3 24 | -95.7% | 5.1% | ||
| Q2 24 | -89.5% | 3.8% |
| Q1 26 | — | $0.25 | ||
| Q4 25 | $-1.28 | $0.20 | ||
| Q3 25 | $-1.81 | $0.48 | ||
| Q2 25 | $-1.17 | $-4.00 | ||
| Q1 25 | $-1.57 | $-0.08 | ||
| Q4 24 | $-1.34 | $-0.04 | ||
| Q3 24 | $-1.40 | $0.58 | ||
| Q2 24 | $-1.52 | $0.44 |
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 | $195.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-80.0M | $1.2B |
| 总资产 | $1.5B | $1.4B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q1 26 | — | $195.8M | ||
| Q4 25 | $421.0M | $197.0M | ||
| Q3 25 | $202.5M | $167.8M | ||
| Q2 25 | $176.3M | $157.2M | ||
| Q1 25 | $127.1M | $175.6M | ||
| Q4 24 | $174.0M | $159.8M | ||
| Q3 24 | $150.6M | $146.4M | ||
| Q2 24 | $480.7M | $119.9M |
| Q1 26 | — | $1.2B | ||
| Q4 25 | $-80.0M | $1.2B | ||
| Q3 25 | $9.2M | $1.2B | ||
| Q2 25 | $151.3M | $1.2B | ||
| Q1 25 | $144.2M | $1.3B | ||
| Q4 24 | $255.0M | $1.3B | ||
| Q3 24 | $346.8M | $1.3B | ||
| Q2 24 | $432.4M | $1.3B |
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.5B | $1.4B | ||
| Q3 25 | $1.2B | $1.4B | ||
| Q2 25 | $1.3B | $1.5B | ||
| Q1 25 | $1.3B | $1.5B | ||
| Q4 24 | $1.5B | $1.5B | ||
| Q3 24 | $1.5B | $1.5B | ||
| Q2 24 | $1.6B | $1.5B |
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 | $-99.8M | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $-100.8M | $1.1M |
| 自由现金流率自由现金流/营收 | -48.6% | 0.5% |
| 资本支出强度资本支出/营收 | 0.5% | 2.3% |
| 现金转化率经营现金流/净利润 | — | 1.29× |
| 过去12个月自由现金流最近4个季度 | $-472.0M | $70.1M |
8季度趋势，按日历期对齐
| Q1 26 | — | $5.8M | ||
| Q4 25 | $-99.8M | $46.9M | ||
| Q3 25 | $-91.4M | $28.9M | ||
| Q2 25 | $-108.3M | $13.7M | ||
| Q1 25 | $-166.5M | $11.7M | ||
| Q4 24 | $-79.3M | $33.7M | ||
| Q3 24 | $-67.0M | $42.4M | ||
| Q2 24 | $-77.0M | $22.9M |
| Q1 26 | — | $1.1M | ||
| Q4 25 | $-100.8M | $42.2M | ||
| Q3 25 | $-92.7M | $21.2M | ||
| Q2 25 | $-110.7M | $5.6M | ||
| Q1 25 | $-167.8M | $2.1M | ||
| Q4 24 | $-79.5M | $18.3M | ||
| Q3 24 | $-68.6M | $25.2M | ||
| Q2 24 | $-79.0M | $8.8M |
| Q1 26 | — | 0.5% | ||
| Q4 25 | -48.6% | 20.9% | ||
| Q3 25 | -58.0% | 9.8% | ||
| Q2 25 | -66.5% | 2.8% | ||
| Q1 25 | -120.5% | 1.1% | ||
| Q4 24 | -48.3% | 9.5% | ||
| Q3 24 | -49.2% | 12.0% | ||
| Q2 24 | -53.7% | 4.1% |
| Q1 26 | — | 2.3% | ||
| Q4 25 | 0.5% | 2.3% | ||
| Q3 25 | 0.8% | 3.6% | ||
| Q2 25 | 1.5% | 4.0% | ||
| Q1 25 | 1.0% | 5.0% | ||
| Q4 24 | 0.1% | 8.0% | ||
| Q3 24 | 1.2% | 8.2% | ||
| Q2 24 | 1.4% | 6.6% |
| Q1 26 | — | 1.29× | ||
| Q4 25 | — | 10.20× | ||
| Q3 25 | — | 3.36× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 3.96× | ||
| Q2 24 | — | 2.83× |
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
RARE
| Royalty | $105.6M | 51% |
| Products | $101.7M | 49% |
ROG
暂无分部数据
