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Shoals Technologies Group, Inc.（SHLS）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Shoals Technologies Group, Inc.的1.1倍（$151.7M vs $140.6M），Shoals Technologies Group, Inc.净利率更高（-0.2% vs -5.5%，领先5.3%），Tarsus Pharmaceuticals, Inc.同比增速更快（128.4% vs 74.9%），过去两年Tarsus Pharmaceuticals, Inc.的营收复合增速更高（134.4% vs 19.0%）
Shoals科技集团是可再生能源及电动出行领域的电气系统平衡解决方案供应商，核心产品覆盖光伏、储能及充电桩用连接组件，主要服务北美、欧洲、亚太市场的公用事业、工商业及民用客户。
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。
SHLS vs TARS — 直观对比
营收规模更大
TARS
是对方的1.1倍
$140.6M
营收增速更快
TARS
高出53.5%
74.9%
净利率更高
SHLS
高出5.3%
-5.5%
两年增速更快
TARS
近两年复合增速
19.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $140.6M | $151.7M |
| 净利润 | $-297.0K | $-8.4M |
| 毛利率 | 29.2% | — |
| 营业利润率 | 5.5% | -5.3% |
| 净利率 | -0.2% | -5.5% |
| 营收同比 | 74.9% | 128.4% |
| 净利润同比 | -5.3% | 63.8% |
| 每股收益（稀释后） | $0.00 | $-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SHLSTARS
| Q1 26 | $140.6M | — | ||
| Q4 25 | $148.3M | $151.7M | ||
| Q3 25 | $135.8M | $118.7M | ||
| Q2 25 | $110.8M | $102.7M | ||
| Q1 25 | $80.4M | $78.3M | ||
| Q4 24 | $107.0M | $66.4M | ||
| Q3 24 | $102.2M | $48.1M | ||
| Q2 24 | $99.2M | $40.8M |
净利润SHLSTARS
| Q1 26 | $-297.0K | — | ||
| Q4 25 | $8.1M | $-8.4M | ||
| Q3 25 | $11.9M | $-12.6M | ||
| Q2 25 | $13.9M | $-20.3M | ||
| Q1 25 | $-282.0K | $-25.1M | ||
| Q4 24 | $7.8M | $-23.1M | ||
| Q3 24 | $-267.0K | $-23.4M | ||
| Q2 24 | $11.8M | $-33.3M |
毛利率SHLSTARS
| Q1 26 | 29.2% | — | ||
| Q4 25 | 31.6% | — | ||
| Q3 25 | 37.0% | — | ||
| Q2 25 | 37.2% | — | ||
| Q1 25 | 35.0% | — | ||
| Q4 24 | 37.6% | — | ||
| Q3 24 | 24.8% | — | ||
| Q2 24 | 40.3% | — |
营业利润率SHLSTARS
| Q1 26 | 5.5% | — | ||
| Q4 25 | 11.7% | -5.3% | ||
| Q3 25 | 13.7% | -12.2% | ||
| Q2 25 | 14.4% | -21.6% | ||
| Q1 25 | 5.4% | -33.5% | ||
| Q4 24 | 15.4% | -36.8% | ||
| Q3 24 | 4.4% | -52.3% | ||
| Q2 24 | 18.7% | -81.6% |
净利率SHLSTARS
| Q1 26 | -0.2% | — | ||
| Q4 25 | 5.5% | -5.5% | ||
| Q3 25 | 8.7% | -10.6% | ||
| Q2 25 | 12.5% | -19.8% | ||
| Q1 25 | -0.4% | -32.1% | ||
| Q4 24 | 7.3% | -34.8% | ||
| Q3 24 | -0.3% | -48.7% | ||
| Q2 24 | 11.9% | -81.6% |
每股收益（稀释后）SHLSTARS
| Q1 26 | $0.00 | — | ||
| Q4 25 | $0.05 | $-0.17 | ||
| Q3 25 | $0.07 | $-0.30 | ||
| Q2 25 | $0.08 | $-0.48 | ||
| Q1 25 | $0.00 | $-0.64 | ||
| Q4 24 | $0.04 | $-0.57 | ||
| Q3 24 | $0.00 | $-0.61 | ||
| Q2 24 | $0.07 | $-0.88 |
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 | $1.9M | $417.3M |
| 总债务越低越好 | — | $72.4M |
| 股东权益账面价值 | $601.6M | $343.4M |
| 总资产 | $1.0B | $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SHLSTARS
| Q1 26 | $1.9M | — | ||
| Q4 25 | $7.3M | $417.3M | ||
| Q3 25 | $8.6M | $401.8M | ||
| Q2 25 | $4.7M | $381.1M | ||
| Q1 25 | $35.6M | $407.9M | ||
| Q4 24 | $23.5M | $291.4M | ||
| Q3 24 | $11.1M | $317.0M | ||
| Q2 24 | $3.2M | $323.6M |
总债务SHLSTARS
| Q1 26 | — | — | ||
| Q4 25 | — | $72.4M | ||
| Q3 25 | — | $72.3M | ||
| Q2 25 | — | $72.1M | ||
| Q1 25 | $141.8M | $72.0M | ||
| Q4 24 | $141.8M | $71.8M | ||
| Q3 24 | $141.8M | $71.7M | ||
| Q2 24 | $146.8M | $71.6M |
股东权益SHLSTARS
| Q1 26 | $601.6M | — | ||
| Q4 25 | $600.0M | $343.4M | ||
| Q3 25 | $589.6M | $335.1M | ||
| Q2 25 | $575.4M | $332.6M | ||
| Q1 25 | $558.9M | $342.5M | ||
| Q4 24 | $556.8M | $224.5M | ||
| Q3 24 | $545.2M | $237.5M | ||
| Q2 24 | $544.6M | $252.2M |
总资产SHLSTARS
| Q1 26 | $1.0B | — | ||
| Q4 25 | $904.1M | $562.2M | ||
| Q3 25 | $851.8M | $534.6M | ||
| Q2 25 | $795.0M | $495.0M | ||
| Q1 25 | $788.4M | $500.8M | ||
| Q4 24 | $793.1M | $377.0M | ||
| Q3 24 | $801.3M | $376.3M | ||
| Q2 24 | $788.4M | $376.8M |
负债/权益比SHLSTARS
| Q1 26 | — | — | ||
| Q4 25 | — | 0.21× | ||
| Q3 25 | — | 0.22× | ||
| Q2 25 | — | 0.22× | ||
| Q1 25 | 0.25× | 0.21× | ||
| Q4 24 | 0.25× | 0.32× | ||
| Q3 24 | 0.26× | 0.30× | ||
| Q2 24 | 0.27× | 0.28× |
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 | — | $19.3M |
| 自由现金流经营现金流 - 资本支出 | — | $13.0M |
| 自由现金流率自由现金流/营收 | — | 8.6% |
| 资本支出强度资本支出/营收 | — | 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 | — | $-22.3M |
8季度趋势，按日历期对齐
经营现金流SHLSTARS
| Q1 26 | — | — | ||
| Q4 25 | $-4.1M | $19.3M | ||
| Q3 25 | $19.4M | $18.3M | ||
| Q2 25 | $-13.8M | $-29.4M | ||
| Q1 25 | $15.6M | $-20.7M | ||
| Q4 24 | $14.0M | $-22.2M | ||
| Q3 24 | $15.7M | $-8.7M | ||
| Q2 24 | $37.8M | $-14.4M |
自由现金流SHLSTARS
| Q1 26 | — | — | ||
| Q4 25 | $-11.3M | $13.0M | ||
| Q3 25 | $9.0M | $16.3M | ||
| Q2 25 | $-26.0M | $-30.4M | ||
| Q1 25 | $12.3M | $-21.2M | ||
| Q4 24 | $12.5M | $-22.3M | ||
| Q3 24 | $13.3M | $-8.9M | ||
| Q2 24 | $35.8M | $-15.4M |
自由现金流率SHLSTARS
| Q1 26 | — | — | ||
| Q4 25 | -7.6% | 8.6% | ||
| Q3 25 | 6.6% | 13.8% | ||
| Q2 25 | -23.5% | -29.6% | ||
| Q1 25 | 15.4% | -27.1% | ||
| Q4 24 | 11.6% | -33.5% | ||
| Q3 24 | 13.0% | -18.6% | ||
| Q2 24 | 36.1% | -37.8% |
资本支出强度SHLSTARS
| Q1 26 | — | — | ||
| Q4 25 | 4.8% | 4.2% | ||
| Q3 25 | 7.7% | 1.6% | ||
| Q2 25 | 11.0% | 1.0% | ||
| Q1 25 | 4.0% | 0.8% | ||
| Q4 24 | 1.4% | 0.1% | ||
| Q3 24 | 2.3% | 0.6% | ||
| Q2 24 | 2.0% | 2.5% |
现金转化率SHLSTARS
| Q1 26 | — | — | ||
| Q4 25 | -0.50× | — | ||
| Q3 25 | 1.63× | — | ||
| Q2 25 | -1.00× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.79× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 3.21× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
