Kamada Ltd.
NASDAQ•KMDA
執行長: Mr. Amir London
板塊: Healthcare
行業: 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.
聯絡資訊
市值
$486.87M
本益比 (TTM)
24.0
14.6
股息率
2.2%
52周最高
$9.35
52周最低
$6.15
52周範圍
排名38Top 36.9%
4.3
F-Score
改良版 Piotroski 分析
基於 10 年期基本面
一般 • 4.3 / 9 分
評分區間 (0-9)
8-9: 價值優異
6-7: 基本面強勁
4-5: 整體穩健
0-3: 表現疲弱
資料區間: 2016-2025
財務儀表板
Q4 2025 數據
營業收入
$45.60M+0.00%
近4季度走勢
每股收益
$0.06+0.00%
近4季度走勢
自由現金流
$4.96M+0.00%
近4季度走勢
2025 Annual 財報亮點
核心亮點
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.
關注風險
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.
未來展望
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.
同行對比
營業收入 (TTM)
$5.93B
$742.90M
$329.52M
毛利率 (最新季度)
119.2%
93.6%
91.5%
關鍵指標
股票代碼 | 市值 | 本益比 (TTM) | 股東權益報酬率 (TTM) | 負債率 |
|---|---|---|---|---|
| SLDB | $653.67M | -4.6 | -73.3% | 9.1% |
| SRDX | $614.51M | -43.3 | -12.8% | 19.2% |
| TCMD | $551.47M | 28.4 | 9.3% | 5.8% |
長期趨勢
近4季度
營業收入
淨利
營運現金流
4季度營業收入複合增長率
1.2%
溫和增長
4季度淨利複合增長率
-2.8%
盈利能力基本穩定
現金流穩定性
75%
現金流波動較大
深度研究
下次財報:2026年5月12日
每股收益:-
|營業收入:-
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