vs
RHYTHM PHARMACEUTICALS, INC.(RYTM)与UNITED STATES LIME & MINERALS INC(USLM)财务数据对比。点击上方公司名可切换其他公司
UNITED STATES LIME & MINERALS INC的季度营收约是RHYTHM PHARMACEUTICALS, INC.的1.5倍($87.9M vs $60.1M),UNITED STATES LIME & MINERALS INC净利率更高(34.7% vs -92.6%,领先127.3%),RHYTHM PHARMACEUTICALS, INC.同比增速更快(83.8% vs 9.8%),过去两年RHYTHM PHARMACEUTICALS, INC.的营收复合增速更高(43.8% vs 10.8%)
Rhythm Pharmaceuticals是一家专注于罕见病领域的生物制药企业,主要开发和商业化针对罕见遗传性肥胖症的靶向疗法,覆盖POMC缺陷、LEPR缺陷、巴德-毕德氏综合征等适应症,服务北美、欧洲地区缺少有效治疗方案的患者群体。
美国石灰矿产公司是总部位于美国的自然资源企业,主营高钙石灰、白云石石灰、石灰石及相关矿产制品,客户覆盖基建、钢铁制造、农业土壤改良、环保排放治理、工业加工等领域,业务主要辐射北美市场。
RYTM vs USLM — 直观对比
营收规模更大
USLM
是对方的1.5倍
$60.1M
营收增速更快
RYTM
高出74.0%
9.8%
净利率更高
USLM
高出127.3%
-92.6%
两年增速更快
RYTM
近两年复合增速
10.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $60.1M | $87.9M |
| 净利润 | $-55.6M | $30.5M |
| 毛利率 | 88.1% | 48.0% |
| 营业利润率 | -87.1% | 41.0% |
| 净利率 | -92.6% | 34.7% |
| 营收同比 | 83.8% | 9.8% |
| 净利润同比 | — | 13.2% |
| 每股收益(稀释后) | $-0.83 | $1.06 |
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
RYTM
USLM
| Q1 26 | $60.1M | — | ||
| Q4 25 | $57.3M | $87.9M | ||
| Q3 25 | $51.3M | $102.0M | ||
| Q2 25 | $48.5M | $91.5M | ||
| Q1 25 | $32.7M | $91.3M | ||
| Q4 24 | $41.8M | $80.1M | ||
| Q3 24 | $33.3M | $89.4M | ||
| Q2 24 | $29.1M | $76.5M |
净利润
RYTM
USLM
| Q1 26 | $-55.6M | — | ||
| Q4 25 | $-47.5M | $30.5M | ||
| Q3 25 | $-52.9M | $38.8M | ||
| Q2 25 | $-46.6M | $30.8M | ||
| Q1 25 | $-49.5M | $34.1M | ||
| Q4 24 | $-43.3M | $27.0M | ||
| Q3 24 | $-43.6M | $33.4M | ||
| Q2 24 | $-32.3M | $26.1M |
毛利率
RYTM
USLM
| Q1 26 | 88.1% | — | ||
| Q4 25 | 91.6% | 48.0% | ||
| Q3 25 | 89.3% | 51.2% | ||
| Q2 25 | 88.6% | 45.8% | ||
| Q1 25 | 88.8% | 50.6% | ||
| Q4 24 | 90.9% | 44.3% | ||
| Q3 24 | 88.5% | 48.2% | ||
| Q2 24 | 89.9% | 45.5% |
营业利润率
RYTM
USLM
| Q1 26 | -87.1% | — | ||
| Q4 25 | -82.2% | 41.0% | ||
| Q3 25 | -102.6% | 45.3% | ||
| Q2 25 | -93.4% | 39.0% | ||
| Q1 25 | -143.7% | 43.7% | ||
| Q4 24 | -98.6% | 38.8% | ||
| Q3 24 | -132.0% | 42.6% | ||
| Q2 24 | -139.2% | 39.1% |
净利率
RYTM
USLM
| Q1 26 | -92.6% | — | ||
| Q4 25 | -83.0% | 34.7% | ||
| Q3 25 | -103.1% | 38.0% | ||
| Q2 25 | -96.1% | 33.7% | ||
| Q1 25 | -151.4% | 37.4% | ||
| Q4 24 | -103.6% | 33.7% | ||
| Q3 24 | -131.2% | 37.3% | ||
| Q2 24 | -110.9% | 34.0% |
每股收益(稀释后)
RYTM
USLM
| Q1 26 | $-0.83 | — | ||
| Q4 25 | $-0.73 | $1.06 | ||
| Q3 25 | $-0.82 | $1.35 | ||
| Q2 25 | $-0.75 | $1.07 | ||
| Q1 25 | $-0.81 | $1.19 | ||
| Q4 24 | $-0.71 | $-2.20 | ||
| Q3 24 | $-0.73 | $1.16 | ||
| Q2 24 | $-0.55 | $0.91 |
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 | $340.6M | $371.1M |
| 总债务越低越好 | — | $0 |
| 股东权益账面价值 | $122.9M | $630.8M |
| 总资产 | $442.3M | $681.0M |
| 负债/权益比越低杠杆越低 | — | 0.00× |
8季度趋势,按日历期对齐
现金及短期投资
RYTM
USLM
| Q1 26 | $340.6M | — | ||
| Q4 25 | $388.9M | $371.1M | ||
| Q3 25 | $416.1M | $349.5M | ||
| Q2 25 | $291.0M | $319.9M | ||
| Q1 25 | $314.5M | $300.6M | ||
| Q4 24 | $320.6M | $278.0M | ||
| Q3 24 | $298.4M | $255.0M | ||
| Q2 24 | $319.1M | $222.5M |
总债务
RYTM
USLM
| Q1 26 | — | — | ||
| Q4 25 | — | $0 | ||
| Q3 25 | — | $0 | ||
| Q2 25 | — | $0 | ||
| Q1 25 | — | $0 | ||
| Q4 24 | — | $0 | ||
| Q3 24 | — | $0 | ||
| Q2 24 | — | $0 |
股东权益
RYTM
USLM
| Q1 26 | $122.9M | — | ||
| Q4 25 | $139.1M | $630.8M | ||
| Q3 25 | $148.8M | $602.3M | ||
| Q2 25 | $-11.9M | $563.3M | ||
| Q1 25 | $18.9M | $532.2M | ||
| Q4 24 | $21.7M | $497.7M | ||
| Q3 24 | $11.2M | $474.2M | ||
| Q2 24 | $39.3M | $441.1M |
总资产
RYTM
USLM
| Q1 26 | $442.3M | — | ||
| Q4 25 | $480.2M | $681.0M | ||
| Q3 25 | $506.9M | $652.8M | ||
| Q2 25 | $372.7M | $607.4M | ||
| Q1 25 | $386.7M | $585.3M | ||
| Q4 24 | $392.3M | $543.2M | ||
| Q3 24 | $363.6M | $521.8M | ||
| Q2 24 | $381.8M | $484.2M |
负债/权益比
RYTM
USLM
| Q1 26 | — | — | ||
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | 0.00× | ||
| Q1 25 | — | 0.00× | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.00× |
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 | — | $45.6M |
| 自由现金流经营现金流 - 资本支出 | — | $25.7M |
| 自由现金流率自由现金流/营收 | — | 29.2% |
| 资本支出强度资本支出/营收 | — | 22.6% |
| 现金转化率经营现金流/净利润 | — | 1.49× |
| 过去12个月自由现金流最近4个季度 | — | $102.3M |
8季度趋势,按日历期对齐
经营现金流
RYTM
USLM
| Q1 26 | — | — | ||
| Q4 25 | $-25.4M | $45.6M | ||
| Q3 25 | $-26.6M | $45.9M | ||
| Q2 25 | $-23.3M | $34.0M | ||
| Q1 25 | $-40.4M | $39.4M | ||
| Q4 24 | $-18.8M | $38.6M | ||
| Q3 24 | $-25.2M | $39.0M | ||
| Q2 24 | $-29.1M | $21.2M |
自由现金流
RYTM
USLM
| Q1 26 | — | — | ||
| Q4 25 | — | $25.7M | ||
| Q3 25 | — | $31.3M | ||
| Q2 25 | — | $20.8M | ||
| Q1 25 | — | $24.6M | ||
| Q4 24 | — | $27.6M | ||
| Q3 24 | — | $33.9M | ||
| Q2 24 | — | $16.8M |
自由现金流率
RYTM
USLM
| Q1 26 | — | — | ||
| Q4 25 | — | 29.2% | ||
| Q3 25 | — | 30.7% | ||
| Q2 25 | — | 22.7% | ||
| Q1 25 | — | 26.9% | ||
| Q4 24 | — | 34.4% | ||
| Q3 24 | — | 37.9% | ||
| Q2 24 | — | 21.9% |
资本支出强度
RYTM
USLM
| Q1 26 | — | — | ||
| Q4 25 | — | 22.6% | ||
| Q3 25 | — | 14.4% | ||
| Q2 25 | — | 14.5% | ||
| Q1 25 | — | 16.3% | ||
| Q4 24 | — | 13.8% | ||
| Q3 24 | — | 5.8% | ||
| Q2 24 | — | 5.7% |
现金转化率
RYTM
USLM
| Q1 26 | — | — | ||
| Q4 25 | — | 1.49× | ||
| Q3 25 | — | 1.18× | ||
| Q2 25 | — | 1.10× | ||
| Q1 25 | — | 1.16× | ||
| Q4 24 | — | 1.43× | ||
| Q3 24 | — | 1.17× | ||
| Q2 24 | — | 0.81× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图