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SUTRO BIOPHARMA, INC.（STRO）与TRANSACT TECHNOLOGIES INC（TACT）财务数据对比。点击上方公司名可切换其他公司
SUTRO BIOPHARMA, INC.的季度营收约是TRANSACT TECHNOLOGIES INC的1.0倍（$11.6M vs $11.5M），TRANSACT TECHNOLOGIES INC同比增速更快（11.9% vs -21.4%），过去两年TRANSACT TECHNOLOGIES INC的营收复合增速更高（3.5% vs -5.4%）
Sutro Biopharma是一家上市生物科技公司，总部位于加州南旧金山，专注于临床阶段药物的研发、开发与生产。公司依托自主专有的无细胞蛋白质合成平台，结合蛋白质工程与理性设计技术开发肿瘤治疗药物。公司2003年成立时名为Fundamental Applied Biology，2009年改用现名。
该公司相关归属主体罗珀技术公司是一家控股集团，主要投资控股科技领域的各类企业，业务覆盖多个科技细分赛道，依托旗下子公司开展多元化科技业务布局。
STRO vs TACT — 直观对比
营收规模更大
STRO
是对方的1.0倍
$11.5M
营收增速更快
TACT
高出33.3%
-21.4%
两年增速更快
TACT
近两年复合增速
-5.4%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $11.6M | $11.5M |
| 净利润 | — | — |
| 毛利率 | — | 47.6% |
| 营业利润率 | — | -10.1% |
| 净利率 | — | — |
| 营收同比 | -21.4% | 11.9% |
| 净利润同比 | 35.4% | — |
| 每股收益（稀释后） | — | $-0.11 |
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STROTACT
| Q4 25 | $11.6M | $11.5M | ||
| Q3 25 | $9.7M | $13.2M | ||
| Q2 25 | $63.7M | $13.8M | ||
| Q1 25 | $17.4M | $13.1M | ||
| Q4 24 | $14.8M | $10.2M | ||
| Q3 24 | $8.5M | $10.9M | ||
| Q2 24 | $25.7M | $11.6M | ||
| Q1 24 | $13.0M | $10.7M |
净利润STROTACT
| Q4 25 | — | — | ||
| Q3 25 | $-56.9M | $15.0K | ||
| Q2 25 | $-11.5M | $-143.0K | ||
| Q1 25 | $-76.0M | $19.0K | ||
| Q4 24 | $-72.4M | — | ||
| Q3 24 | $-48.8M | $-551.0K | ||
| Q2 24 | $-48.0M | $-319.0K | ||
| Q1 24 | $-58.2M | $-1.0M |
毛利率STROTACT
| Q4 25 | — | 47.6% | ||
| Q3 25 | — | 49.8% | ||
| Q2 25 | — | 48.2% | ||
| Q1 25 | — | 48.7% | ||
| Q4 24 | — | 44.2% | ||
| Q3 24 | — | 48.1% | ||
| Q2 24 | — | 52.7% | ||
| Q1 24 | — | 52.6% |
营业利润率STROTACT
| Q4 25 | — | -10.1% | ||
| Q3 25 | -499.9% | 0.1% | ||
| Q2 25 | -5.2% | -1.9% | ||
| Q1 25 | -393.8% | -0.1% | ||
| Q4 24 | -440.7% | -10.3% | ||
| Q3 24 | -797.2% | -7.7% | ||
| Q2 24 | -189.4% | -3.8% | ||
| Q1 24 | -435.0% | -12.2% |
净利率STROTACT
| Q4 25 | — | — | ||
| Q3 25 | -586.6% | 0.1% | ||
| Q2 25 | -18.0% | -1.0% | ||
| Q1 25 | -436.6% | 0.1% | ||
| Q4 24 | -489.2% | — | ||
| Q3 24 | -572.6% | -5.1% | ||
| Q2 24 | -186.8% | -2.8% | ||
| Q1 24 | -447.5% | -9.7% |
每股收益（稀释后）STROTACT
| Q4 25 | — | $-0.11 | ||
| Q3 25 | $-0.67 | $0.00 | ||
| Q2 25 | $-0.14 | $-0.01 | ||
| Q1 25 | $-0.91 | $0.00 | ||
| Q4 24 | $-27.63 | $-0.80 | ||
| Q3 24 | $-0.59 | $-0.06 | ||
| Q2 24 | $-0.59 | $-0.03 | ||
| Q1 24 | $-0.59 | $-0.10 |
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 | $141.4M | $20.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-132.5M | $31.1M |
| 总资产 | $173.8M | $44.8M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资STROTACT
| Q4 25 | $141.4M | $20.4M | ||
| Q3 25 | $167.6M | $20.0M | ||
| Q2 25 | $205.1M | $17.7M | ||
| Q1 25 | $249.0M | $14.2M | ||
| Q4 24 | $316.9M | $14.4M | ||
| Q3 24 | $388.3M | $11.3M | ||
| Q2 24 | $375.6M | $11.1M | ||
| Q1 24 | $267.6M | $10.6M |
股东权益STROTACT
| Q4 25 | $-132.5M | $31.1M | ||
| Q3 25 | $-87.3M | $31.8M | ||
| Q2 25 | $-32.1M | $31.3M | ||
| Q1 25 | $-25.8M | $30.9M | ||
| Q4 24 | $44.6M | $30.6M | ||
| Q3 24 | $111.2M | $38.4M | ||
| Q2 24 | $152.2M | $38.5M | ||
| Q1 24 | $98.0M | $38.6M |
总资产STROTACT
| Q4 25 | $173.8M | $44.8M | ||
| Q3 25 | $209.7M | $45.0M | ||
| Q2 25 | $262.4M | $44.5M | ||
| Q1 25 | $321.4M | $44.2M | ||
| Q4 24 | $387.2M | $44.0M | ||
| Q3 24 | $451.8M | $50.5M | ||
| Q2 24 | $489.0M | $50.4M | ||
| Q1 24 | $403.4M | $51.9M |
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 | $-177.2M | $609.0K |
| 自由现金流经营现金流 - 资本支出 | — | $589.0K |
| 自由现金流率自由现金流/营收 | — | 5.1% |
| 资本支出强度资本支出/营收 | — | 0.2% |
| 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 | — | $7.6M |
8季度趋势，按日历期对齐
经营现金流STROTACT
| Q4 25 | $-177.2M | $609.0K | ||
| Q3 25 | $-38.2M | $3.6M | ||
| Q2 25 | $-44.7M | $3.6M | ||
| Q1 25 | $-67.9M | $-161.0K | ||
| Q4 24 | $-71.7M | $2.4M | ||
| Q3 24 | $-64.5M | $327.0K | ||
| Q2 24 | $9.5M | $636.0K | ||
| Q1 24 | $-64.7M | $-1.5M |
自由现金流STROTACT
| Q4 25 | — | $589.0K | ||
| Q3 25 | — | $3.6M | ||
| Q2 25 | — | $3.6M | ||
| Q1 25 | — | $-171.0K | ||
| Q4 24 | — | $2.4M | ||
| Q3 24 | — | $259.0K | ||
| Q2 24 | — | $499.0K | ||
| Q1 24 | — | $-1.6M |
自由现金流率STROTACT
| Q4 25 | — | 5.1% | ||
| Q3 25 | — | 27.1% | ||
| Q2 25 | — | 25.9% | ||
| Q1 25 | — | -1.3% | ||
| Q4 24 | — | 23.2% | ||
| Q3 24 | — | 2.4% | ||
| Q2 24 | — | 4.3% | ||
| Q1 24 | — | -14.9% |
资本支出强度STROTACT
| Q4 25 | — | 0.2% | ||
| Q3 25 | — | 0.5% | ||
| Q2 25 | — | 0.1% | ||
| Q1 25 | — | 0.1% | ||
| Q4 24 | — | 0.1% | ||
| Q3 24 | — | 0.6% | ||
| Q2 24 | — | 1.2% | ||
| Q1 24 | — | 1.0% |
现金转化率STROTACT
| Q4 25 | — | — | ||
| Q3 25 | — | 242.00× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | -8.47× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
