Zai Lab 과거 순이익 실적
과거 기준 점검 0/6
Zai Lab은 연평균 23.7%의 비율로 수입이 증가해 온 반면, Biotechs 산업은 연평균 31.4%의 비율로 증가했습니다. 매출은 연평균 29.5%의 비율로 증가했습니다.
핵심 정보
23.74%
순이익 성장률
27.15%
주당순이익(EPS) 성장률
| Biotechs 산업 성장률 | 17.04% |
| 매출 성장률 | 29.46% |
| 자기자본이익률 | -26.91% |
| 순이익률 | -39.29% |
| 최근 순이익 업데이트 | 31 Mar 2026 |
최근 과거 실적 업데이트
Recent updates
Seeking Alpha • May 13
Zai Lab: A Speculative Bet On Global Oncology, With A Greater China Bag Attached
Summary Zai Lab faces stalling growth in Greater China due to price controls and declining Zejula revenues, shifting focus to global pipeline assets. I assign zero intrinsic value to ZLAB's China business, given minimal "bottom line" contributions from blockbuster launches like Vyvgart and anticipated similar outcomes for KarXT. Zoci, a wholly owned Phase 3 oncology asset, is the key value driver for the company, with a modeled global rNPV near $1 billion and potential for multi-billion upside if expanded to 1L SCLC. I maintain a Speculative Buy rating on ZLAB, as its valuation hinges almost entirely on Zoci's clinical and commercial success, with risks from cash burn and competition. Read the full article on Seeking Alpha분석 기사 • May 11
Zai Lab Limited (NASDAQ:ZLAB) Consensus Forecasts Have Become A Little Darker Since Its Latest Report
It's been a sad week for Zai Lab Limited ( NASDAQ:ZLAB ), who've watched their investment drop 12% to US$18.60 in the...
내러티브 업데이트 • May 01
ZLAB: Diversified Pipeline And DLL3 Partnerships Will Support Long-Term Expansion
The analyst price target for Zai Lab has been reduced by about $14 to $35, with analysts citing lower modeled revenue growth, modestly higher discount rates, and management's commentary on more modest 2026 top line expectations given pricing pressures and competition in China. Analyst Commentary Recent Street research on Zai Lab points to a more cautious stance on revenue growth and valuation, with several firms trimming their price targets while still recognizing areas of execution strength and pipeline potential.
내러티브 업데이트 • Apr 16
ZLAB: Cautious China Outlook And Pipeline Progress Will Shape A Measured Re Rating
Analysts have lowered their average price targets on Zai Lab by several dollars, citing more cautious expectations for 2026 revenue growth. Management anticipates modest top line trends with pricing pressure and rising competition in China, which is reflected in slightly adjusted P/E assumptions and growth inputs.내러티브 업데이트 • Apr 02
ZLAB: Mixed Coverage And Pipeline Progress Will Shape A Measured Re Rating
Analysts have trimmed their price targets on Zai Lab, and the model update now points to a fair value of $21.80. This reflects expectations for more modest revenue growth and profit margins, along with a higher future P/E multiple.
내러티브 업데이트 • Mar 19
ZLAB: China Approvals And Oncology Pipeline Progress Will Support Future Upside Potential
Analysts have trimmed their price targets on Zai Lab by up to $18, reflecting more cautious assumptions on revenue growth and competitive pressures. At the same time, updated models incorporate a higher projected profit margin and a lower future P/E multiple.내러티브 업데이트 • Mar 04
ZLAB: China Approvals And Pipeline Execution Will Support Future Upside Potential
Narrative Update The updated analyst price target for Zai Lab has moved down from $67.22 to $55.00 as analysts factor in more modest projected revenue growth, lower profit margins, a higher assumed discount rate, and recent Street research pointing to pricing pressure, competition in China, and adjustments to company models following management commentary. Analyst Commentary Recent Street research on Zai Lab shows a mix of recalibrated price targets and ongoing constructive views on execution and longer term growth prospects.내러티브 업데이트 • Feb 17
ZLAB: Mixed Coverage And New Approvals Will Shape A Measured Re Rating
Analysts trimmed their price targets on Zai Lab by $3.03, reflecting updated fair value and P/E assumptions, as well as fresh views on the company following recent research coverage changes. Analyst Commentary Recent Street research on Zai Lab has sent a mixed message, with some optimism around longer term potential but also fresh caution on how the current share price lines up with execution risks and valuation assumptions.내러티브 업데이트 • Feb 03
ZLAB: Fresh Coverage And Pipeline Progress Will Support A Re Rating
The updated analyst price target for Zai Lab moves to about US$23.45 from about US$28.14, as analysts factor in lower revenue growth assumptions and a lower future P/E multiple, partly offset by higher projected profit margins and supported by fresh coverage and a US$35 target from recent Street research. Analyst Commentary While the updated blended price target for Zai Lab sits around US$23.45, investor sentiment is being pulled in different directions.내러티브 업데이트 • Jan 20
ZLAB: Pipeline And New China Approvals Will Drive Future Upside Potential
Analysts have nudged their fair value estimate for Zai Lab to US$67.22 per share, reflecting slightly updated assumptions on discount rate, revenue growth, profit margin, and future P/E following fresh coverage initiation and list changes in recent Street research. Analyst Commentary Street research on Zai Lab has been mixed recently, but the latest fair value update and fresh coverage suggest that some bullish analysts still see room for upside relative to current pricing.내러티브 업데이트 • Jan 06
ZLAB: Pipeline Execution After Conviction List Removal Will Drive Upside Potential
Analysts have trimmed their fair value estimate for Zai Lab from US$74.00 to US$67.22, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E multiples following its removal from a regional conviction list by a major broker. Analyst Commentary Goldman Sachs removed Zai Lab from its APAC Conviction List as part of a broader monthly review, which has prompted some investors to reassess expectations and risk appetite around the stock.내러티브 업데이트 • Dec 20
ZLAB Removed From Conviction List Yet Future Pipeline Progress May Re-Rate Shares
Analysts have cut their price target on Zai Lab from approximately $39 to about $28, reflecting a materially lower growth outlook and higher perceived risk, as evidenced by its recent removal from a major APAC conviction list. Analyst Commentary Bearish analysts have interpreted the removal of Zai Lab from a major APAC conviction list as a signal that the company may face a more challenging path to justifying a premium valuation, particularly given rising competition and execution uncertainties in its pipeline and commercialization strategy.내러티브 업데이트 • Dec 06
ZLAB: Diversified Pipeline Is Expected To Drive Long-Term Market Expansion
Narrative Update on Zai Lab Analysts have moderately lowered their price target on Zai Lab to approximately $49.49, reflecting more conservative assumptions for revenue growth and profit margins, along with the stock’s recent removal from a key regional conviction list. Analyst Commentary Recent research updates on Zai Lab have prompted a more nuanced view of the company’s risk and reward profile, with analysts highlighting both supportive fundamentals and execution challenges that could influence the stock’s re-rating trajectory.내러티브 업데이트 • Nov 22
ZLAB: Pipeline Diversification And Ongoing Partnerships Will Support Long-Term Market Expansion
Zai Lab's analyst price target has been revised downward from approximately $53.40 to $49.49. Analysts cite concerns over slowing revenue growth and narrowing profit margins.분석 기사 • Nov 09
Zai Lab Limited (NASDAQ:ZLAB) Analysts Are Cutting Their Estimates: Here's What You Need To Know
Zai Lab Limited ( NASDAQ:ZLAB ) missed earnings with its latest third-quarter results, disappointing overly-optimistic...분석 기사 • Nov 07
Analyst Forecasts Just Became More Bearish On Zai Lab Limited (NASDAQ:ZLAB)
Market forces rained on the parade of Zai Lab Limited ( NASDAQ:ZLAB ) shareholders today, when the analysts downgraded...내러티브 업데이트 • Nov 07
ZLAB: Future Product Launches Will Drive Broader Market Reach And Patient Access
Analysts have lowered their price target for Zai Lab from approximately $55.41 to $53.40. They cite adjustments in key financial projections and the company's recent removal from a major conviction list as supporting factors.분석 기사 • Nov 06
Revenues Working Against Zai Lab Limited's (NASDAQ:ZLAB) Share Price Following 26% Dive
Zai Lab Limited ( NASDAQ:ZLAB ) shareholders that were waiting for something to happen have been dealt a blow with a...분석 기사 • Oct 05
Is Zai Lab (NASDAQ:ZLAB) Using Debt Sensibly?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...내러티브 업데이트 • Sep 23
Expanding China Healthcare And Global Pipelines Will Broaden Patient Options
Despite encouraging Phase III trial data for bemarituzumab in gastric cancer, which bolsters near-term commercial outlooks and regulatory momentum in China, Zai Lab’s consensus analyst price target saw only a slight downward adjustment from $56.31 to $55.41. Analyst Commentary Positive Phase III FORTITUDE-101 trial data for bemarituzumab in first-line FGFR2b+ gastric cancer.분석 기사 • Jun 16
Revenues Not Telling The Story For Zai Lab Limited (NASDAQ:ZLAB) After Shares Rise 33%
Zai Lab Limited ( NASDAQ:ZLAB ) shares have had a really impressive month, gaining 33% after a shaky period beforehand...
새로운 내러티브 • Apr 30
New VYVGART And Pipeline Advances Will Expand Global Markets
Strong revenue growth is expected due to robust product launches and pipeline innovations, with profitability anticipated through cost optimization and operational efficiencies.Seeking Alpha • Mar 20
Zai Lab: Still Attractive Despite Higher Costs And Added Trade War Risks
Summary ZLAB’s Vyvgart revenue has been impressive, rising from roughly $93.6 million in 2024. I now consider this IP one of ZLAB’s main growth drivers. ZLAB’s ongoing strategy of focusing on Chinese approvals continues to pay off with Vyvgart Hytrulo, Xacduro, and Augtyro in oncology and autoimmune diseases. They also have late-stage assets like Bemarituzumab (gastric cancer), KarXT (schizophrenia), and Optune (pancreatic/lung cancer) that could become major revenue verticals in China. ZLAB’s balance sheet is pretty solid, with close to 2.4 years of runway, and aiming towards profitability by yearend 2025. ZLAB’s valuation is higher than when I first covered it. New trade risks between the US and China also exist, but I remain bullish at these levels. Read the full article on Seeking Alpha분석 기사 • Mar 06
Zai Lab Limited's (NASDAQ:ZLAB) 31% Share Price Surge Not Quite Adding Up
Zai Lab Limited ( NASDAQ:ZLAB ) shareholders have had their patience rewarded with a 31% share price jump in the last...분석 기사 • Jan 20
Investors Don't See Light At End Of Zai Lab Limited's (NASDAQ:ZLAB) Tunnel
You may think that with a price-to-sales (or "P/S") ratio of 7.9x Zai Lab Limited ( NASDAQ:ZLAB ) is a stock worth...Seeking Alpha • Dec 26
Zai Lab: Rapidly Improving Outlook Bodes Well For The Future
Summary Zai Lab Limited is transitioning from a "Hold" to a "Buy" rating due to rapid revenue growth and upcoming potential approvals. ZLAB's strategy involves in-licensing U.S.-approved drugs for the Chinese market, with key products like Zejula, Qinlock, Nuzyra, Vyvgart, and Optune driving revenue. Despite high costs, ZLAB's consistent quarterly revenue growth and a strong cash position indicate a promising future. Zai Lab's unique market position and strong pipeline make it a compelling investment for those with high risk tolerance. Read the full article on Seeking Alpha분석 기사 • Nov 15
The Zai Lab Limited (NASDAQ:ZLAB) Third-Quarter Results Are Out And Analysts Have Published New Forecasts
There's been a notable change in appetite for Zai Lab Limited ( NASDAQ:ZLAB ) shares in the week since its...분석 기사 • Sep 28
Zai Lab Limited (NASDAQ:ZLAB) Stock Catapults 26% Though Its Price And Business Still Lag The Industry
Zai Lab Limited ( NASDAQ:ZLAB ) shares have continued their recent momentum with a 26% gain in the last month alone...분석 기사 • Sep 23
Zai Lab (NASDAQ:ZLAB) Has Debt But No Earnings; Should You Worry?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...분석 기사 • Jun 12
Shareholders May Not Be So Generous With Zai Lab Limited's (NASDAQ:ZLAB) CEO Compensation And Here's Why
Key Insights Zai Lab will host its Annual General Meeting on 18th of June Salary of US$868.5k is part of CEO Samantha...분석 기사 • May 14
Improved Revenues Required Before Zai Lab Limited (NASDAQ:ZLAB) Stock's 50% Jump Looks Justified
Zai Lab Limited ( NASDAQ:ZLAB ) shareholders would be excited to see that the share price has had a great month...Seeking Alpha • Apr 16
A Risky Bet: Zai Lab's Uncertain Future
Summary Zai Lab offers a weaker value proposition for investors looking to bet on Chinese biotech due to its pure license in approach, limiting its potential to tap into global market. Its key products have shown a slow-down in 2023 and is facing increased competition. There is limited excitement in the current pipeline, as competitors have already taken the lead in the development timeline. The company is overvalued because it is trading at a similar P/S ratio to its peers, even though it has weaker quality in several key aspects. Read the full article on Seeking Alpha분석 기사 • Mar 29
Lacklustre Performance Is Driving Zai Lab Limited's (NASDAQ:ZLAB) 29% Price Drop
Unfortunately for some shareholders, the Zai Lab Limited ( NASDAQ:ZLAB ) share price has dived 29% in the last thirty...분석 기사 • Mar 24
We're Hopeful That Zai Lab (NASDAQ:ZLAB) Will Use Its Cash Wisely
Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...매출 및 비용 세부 내역
매출 및 비용 세부 내역
Zai Lab가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.
순이익 및 매출 추이
| 날짜 | 매출 | 순이익 | 일반관리비 | 연구개발비 |
|---|---|---|---|---|
| 31 Mar 26 | 453 | -178 | 279 | 5 |
| 31 Dec 25 | 460 | -176 | 278 | 0 |
| 30 Sep 25 | 442 | -207 | 287 | 0 |
| 30 Jun 25 | 428 | -213 | 284 | 0 |
| 31 Mar 25 | 418 | -252 | 293 | 0 |
| 31 Dec 24 | 399 | -257 | 299 | 0 |
| 30 Sep 24 | 356 | -271 | 299 | 0 |
| 30 Jun 24 | 323 | -298 | 300 | -110 |
| 31 Mar 24 | 291 | -339 | 288 | 0 |
| 31 Dec 23 | 267 | -335 | 282 | 0 |
| 30 Sep 23 | 263 | -301 | 271 | 0 |
| 30 Jun 23 | 252 | -393 | 269 | 110 |
| 31 Mar 23 | 231 | -410 | 264 | 0 |
| 31 Dec 22 | 215 | -443 | 259 | 0 |
| 30 Sep 22 | 197 | -593 | 257 | 0 |
| 30 Jun 22 | 182 | -529 | 249 | 0 |
| 31 Mar 22 | 171 | -554 | 240 | 0 |
| 31 Dec 21 | 144 | -704 | 219 | 0 |
| 30 Sep 21 | 115 | -569 | 190 | -160 |
| 30 Jun 21 | 87 | -537 | 159 | -102 |
| 31 Mar 21 | 61 | -454 | 128 | -34 |
| 31 Dec 20 | 49 | -269 | 111 | 0 |
| 30 Sep 20 | 39 | -239 | 93 | 192 |
| 30 Jun 20 | 29 | -240 | 83 | 185 |
| 31 Mar 20 | 19 | -201 | 74 | 146 |
| 31 Dec 19 | 13 | -195 | 70 | 0 |
| 30 Sep 19 | 8 | -212 | 58 | 166 |
| 30 Jun 19 | 4 | -181 | 45 | 145 |
| 31 Mar 19 | 2 | -160 | 33 | 132 |
| 31 Dec 18 | 0 | -139 | 22 | 120 |
| 30 Sep 18 | 0 | -89 | 14 | 74 |
| 30 Jun 18 | 0 | -67 | 14 | 53 |
| 31 Mar 18 | 0 | -59 | 13 | 46 |
| 31 Dec 17 | 0 | -50 | 12 | 39 |
| 30 Sep 17 | 0 | -50 | 10 | 41 |
| 30 Jun 17 | 0 | -50 | 8 | 44 |
| 31 Mar 17 | 0 | -44 | 7 | 38 |
| 31 Dec 16 | 0 | -38 | 6 | 32 |
양질의 수익: ZLAB 은(는) 현재 수익성이 없습니다.
이익 마진 증가: ZLAB는 현재 수익성이 없습니다.
잉여현금흐름 대비 순이익 분석
과거 순이익 성장 분석
수익추이: ZLAB는 수익성이 없지만 지난 5년 동안 연평균 23.7%의 속도로 손실을 줄였습니다.
성장 가속화: 현재 수익성이 없어 지난 1년간 ZLAB의 수익 성장률을 5년 평균과 비교할 수 없습니다.
수익 대 산업: ZLAB은 수익성이 없어 지난 해 수익 성장률을 Biotechs 업계(43%)와 비교하기 어렵습니다.
자기자본이익률
높은 ROE: ZLAB는 현재 수익성이 없으므로 자본 수익률이 음수(-26.91%)입니다.
총자산이익률
투하자본수익률
우수한 과거 실적 기업을 찾아보세요
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/15 01:31 |
| 종가 | 2026/05/15 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Zai Lab Limited는 34명의 분석가가 다루고 있습니다. 이 중 16명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Rebecca Liang | Bernstein |
| Bo Li | BofA Global Research |
| Bo Li | BofA Global Research |