Kamada Ltd.
NASDAQ•KMDA
CEO: Mr. Amir London
板块: Healthcare
行业: Drug Manufacturers - Specialty & Generic
上市日期: 2013-05-31
Kamada Ltd. manufactures and sells plasma-derived protein therapeutics. Its commercial products include KAMRAB/KEDRAB for treating prophylaxis of rabies; CYTOGAM for Prophylaxis of Cytomegalovirus disease in kidney, lung, liver, pancreas, heart, and heart/lung transplants; VARIZIG for post exposure prophylaxis of varicella; WINRHO SDF for immune thrombocytopenic purpura and suppression of rhesus isoimmunization; HEPAGAM B for prevention of hepatitis B recurrence liver transplants and post-exposure prophylaxis; GLASSIA for intravenous AATD; KAMRHO (D) IM for prophylaxis of hemolytic disease of newborns; KAMRHO (D) IV for immune thermobocytopunic purpura; and Echis coloratus and Vipera palaestinae Antiserum for the treatment of snake bite. The company also distributes imported drug products in Israel, including BRAMITOB to manage chronic pulmonary infection; FOSTER to treat asthma; TRIMBOW for chronic obstructive pulmonary disease; PROVOCHOLINE for the diagnosis of bronchial airway hyperactivity; AEROBIKA, an OPEP device; RUPAFIN and RUPAFIN ORAL SOLUTION for allergic rhinitis and Urticaria; SINTREDIUS for rheumatoid arthritis, systemic lupus erythematosus, and mild-moderate juvenile dermatomyositis; IVIG for immunodeficiency-related conditions; VARITECT for chicken pox and zoster herpes; ZUTECTRA and HEPATECT CP for hepatitis B; MEGALOTECT CP for CMV virus; RUCONEST for angioedema attack; HEPARIN SODIUM INJECTION for thrombo-embolic disorders and prophylaxis of deep vein thrombosis and thromboembolic events; ALBUMIN and ALBUMIN for blood plasma; Factor VIII for hemophilia type A; and Factor IX for hemophilia type B. In addition, it distributes COAGADEX for hereditary factor X deficiency; IXIARO for Japanese encephalitis; VIVOTIF for Salmonella Typhi; PROCYSBI for nephropathic cystinosis; LAMZEDE for alpha-mannosidosis; ELIGARD for prostate cancer; and BEVACIZUMAB KAMADA for various cancers. The company was incorporated in 1990 and is headquartered in Rehovot, Israel.
联系方式
市值
$485.72M
市盈率 (TTM)
24.0
14.4
股息率
2.2%
52周最高
$9.35
52周最低
$6.24
52周范围
排名38Top 36.9%
4.3
F-Score
改良版 Piotroski 分析
基于 10 年期基本面
一般 • 4.3 / 9 分
评分区间 (0-9)
8-9: 价值优异
6-7: 基本面强劲
4-5: 整体稳健
0-3: 表现疲弱
数据范围: 2016-2025
财务仪表盘
Q4 2025 数据
营业收入
$45.60M+0.00%
近4季度走势
每股收益
$0.06+0.00%
近4季度走势
自由现金流
$4.96M+0.00%
近4季度走势
2025 Annual 财报亮点
核心亮点
Total Revenue Increased 12.1% Total revenues reached $180.5M in 2025, up 12.1% from $161.0M in 2024, driven by both segments.
Net Income Grew Substantially Net income was $20.2M in 2025, a strong increase from $14.5M in 2024, reflecting improved profitability.
Distribution Gross Profit Surged Distribution segment gross profit rose 85.3% to $4.1M in 2025, driven by favorable product sales mix.
2026 Revenue Guidance Issued Expecting 2026 total revenues in $200M to $205M range, implying 13% revenue increase midpoint.
关注风险
Key Product Revenue Concentration Business highly concentrated on KEDRAB, GLASSIA, CYTOGAM, accounting for 50% of 2025 revenues.
Geopolitical Instability Risk Manufacturing facility in Beit Kama, Israel, faces risks from ongoing regional political instability and conflict.
Inhaled AAT Trial Discontinued Phase 3 InnovAATe trial for Inhaled AAT discontinued in December 2025 due to futility analysis outcome.
Dependency on Kedrion Distribution Reliance on Kedrion for U.S. KEDRAB sales, which accounted for approximately 30% of total revenues in 2025.
前瞻展望
Expanding US Plasma Collection Ramping up three US plasma centers; expecting $8M to $10M annual NSP revenue per center when fully operational.
Launch New Biosimilar Products Two biosimilar products launching in Israel during 2026; portfolio sales estimated to reach $15M to $20M within five years.
Manufacturing Transition Planned Planning transition of WINRHO SDF, VARIZIG, HEPAGAM B manufacturing to Beit Kama facility over four to five years.
Pursuing Strategic M&A Opportunities Actively seeking M&A, business development, and in-licensing opportunities to enhance marketed product portfolio in 2026.
同行对比
营业收入 (TTM)
$5.93B
$742.90M
$329.52M
毛利率 (最新季度)
119.2%
93.6%
91.5%
关键指标
股票代码 | 市值 | 市盈率 (TTM) | 净资产收益率 (TTM) | 负债率 |
|---|---|---|---|---|
| SLDB | $641.20M | -4.5 | -73.3% | 9.1% |
| SRDX | $614.51M | -43.3 | -12.8% | 19.2% |
| TCMD | $570.13M | 29.4 | 9.3% | 5.8% |
长期趋势
近4季度
营业收入
净利润
经营现金流
4季度营收复合增长率
1.2%
温和增长
4季度净利润复合增长率
-2.8%
盈利能力基本稳定
现金流稳定性
75%
现金流波动较大
深度研究
下次财报:2026年5月12日
每股收益:-
|营业收入:-
财务数据
电话会议
财务报告
新闻
利润表
资产负债表
现金流量表
财务比率
变化率
利润表 | 过去12个月 |
|---|
无数据