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Acadian Asset Management Inc.（AAMI）与REPLIGEN CORP（RGEN）财务数据对比。点击上方公司名可切换其他公司
REPLIGEN CORP的季度营收约是Acadian Asset Management Inc.的1.1倍（$197.9M vs $172.2M），Acadian Asset Management Inc.净利率更高（20.2% vs 6.7%，领先13.4%），REPLIGEN CORP同比增速更快（13.6% vs 2.6%），过去两年Acadian Asset Management Inc.的营收复合增速更高（27.6% vs 14.4%）
Acadian Asset Management Inc.是一家总部位于美国马萨诸塞州波士顿的资产管理机构，专注于为全球机构及个人客户提供专业的投资管理解决方案，在资产管理领域拥有成熟的服务经验与市场布局。
Repligen是一家全球生命科学企业，专注于创新生物工艺技术与系统的研发及商业化，助力提升生物药生产效率。公司1981年成立，总部位于美国马萨诸塞州沃尔瑟姆，于纳斯达克挂牌上市，股票代码RGEN，截至2025年全球员工超1900人，主要服务生物制药领域客户。
AAMI vs RGEN — 直观对比
营收规模更大
RGEN
是对方的1.1倍
$172.2M
营收增速更快
RGEN
高出11.0%
2.6%
净利率更高
AAMI
高出13.4%
6.7%
两年增速更快
AAMI
近两年复合增速
14.4%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $172.2M | $197.9M |
| 净利润 | $34.7M | $13.3M |
| 毛利率 | — | 52.5% |
| 营业利润率 | 33.3% | 9.0% |
| 净利率 | 20.2% | 6.7% |
| 营收同比 | 2.6% | 13.6% |
| 净利润同比 | -18.4% | 143.9% |
| 每股收益（稀释后） | $0.97 | $0.24 |
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AAMIRGEN
| Q4 25 | $172.2M | $197.9M | ||
| Q3 25 | $144.2M | $188.8M | ||
| Q2 25 | $127.4M | $182.4M | ||
| Q1 25 | $119.9M | $169.2M | ||
| Q4 24 | $167.8M | $174.1M | ||
| Q3 24 | $123.1M | $154.9M | ||
| Q2 24 | $109.0M | $154.1M | ||
| Q1 24 | $105.7M | $151.3M |
净利润AAMIRGEN
| Q4 25 | $34.7M | $13.3M | ||
| Q3 25 | $15.1M | $14.9M | ||
| Q2 25 | $10.1M | $14.9M | ||
| Q1 25 | $20.1M | $5.8M | ||
| Q4 24 | $42.5M | $-30.3M | ||
| Q3 24 | $16.9M | $-654.0K | ||
| Q2 24 | $11.0M | $3.3M | ||
| Q1 24 | $14.6M | $2.1M |
毛利率AAMIRGEN
| Q4 25 | — | 52.5% | ||
| Q3 25 | — | 53.2% | ||
| Q2 25 | — | 50.0% | ||
| Q1 25 | — | 53.6% | ||
| Q4 24 | — | 26.1% | ||
| Q3 24 | — | 50.0% | ||
| Q2 24 | — | 49.8% | ||
| Q1 24 | — | 49.5% |
营业利润率AAMIRGEN
| Q4 25 | 33.3% | 9.0% | ||
| Q3 25 | 18.4% | 8.9% | ||
| Q2 25 | 12.7% | 7.6% | ||
| Q1 25 | 26.6% | 3.9% | ||
| Q4 24 | 38.7% | -17.7% | ||
| Q3 24 | 21.9% | -5.1% | ||
| Q2 24 | 18.9% | 1.0% | ||
| Q1 24 | 21.7% | 1.3% |
净利率AAMIRGEN
| Q4 25 | 20.2% | 6.7% | ||
| Q3 25 | 10.5% | 7.9% | ||
| Q2 25 | 7.9% | 8.2% | ||
| Q1 25 | 16.8% | 3.4% | ||
| Q4 24 | 25.3% | -17.4% | ||
| Q3 24 | 13.7% | -0.4% | ||
| Q2 24 | 10.1% | 2.2% | ||
| Q1 24 | 13.8% | 1.4% |
每股收益（稀释后）AAMIRGEN
| Q4 25 | $0.97 | $0.24 | ||
| Q3 25 | $0.42 | $0.26 | ||
| Q2 25 | $0.28 | $0.26 | ||
| Q1 25 | $0.54 | $0.10 | ||
| Q4 24 | $1.11 | $-0.55 | ||
| Q3 24 | $0.45 | $-0.01 | ||
| Q2 24 | $0.29 | $0.06 | ||
| Q1 24 | $0.37 | $0.04 |
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 | — | $767.6M |
| 总债务越低越好 | $200.0M | $542.2M |
| 股东权益账面价值 | — | $2.1B |
| 总资产 | $677.0M | $2.9B |
| 负债/权益比越低杠杆越低 | — | 0.26× |
8季度趋势，按日历期对齐
现金及短期投资AAMIRGEN
| Q4 25 | — | $767.6M | ||
| Q3 25 | — | $748.7M | ||
| Q2 25 | — | $708.9M | ||
| Q1 25 | — | $697.2M | ||
| Q4 24 | — | $757.4M | ||
| Q3 24 | — | $784.0M | ||
| Q2 24 | — | $809.1M | ||
| Q1 24 | — | $780.6M |
总债务AAMIRGEN
| Q4 25 | $200.0M | $542.2M | ||
| Q3 25 | — | $537.9M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $275.0M | $525.6M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益AAMIRGEN
| Q4 25 | — | $2.1B | ||
| Q3 25 | — | $2.1B | ||
| Q2 25 | — | $2.1B | ||
| Q1 25 | — | $2.0B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | — | $2.0B | ||
| Q2 24 | — | $2.0B | ||
| Q1 24 | — | $2.0B |
总资产AAMIRGEN
| Q4 25 | $677.0M | $2.9B | ||
| Q3 25 | $751.4M | $2.9B | ||
| Q2 25 | $672.3M | $2.9B | ||
| Q1 25 | $677.3M | $2.9B | ||
| Q4 24 | $703.2M | $2.8B | ||
| Q3 24 | $555.2M | $2.8B | ||
| Q2 24 | $533.1M | $2.9B | ||
| Q1 24 | $544.9M | $2.8B |
负债/权益比AAMIRGEN
| Q4 25 | — | 0.26× | ||
| Q3 25 | — | 0.26× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.27× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $-2.4M | $25.7M |
| 自由现金流经营现金流 - 资本支出 | — | $17.6M |
| 自由现金流率自由现金流/营收 | — | 8.9% |
| 资本支出强度资本支出/营收 | — | 4.1% |
| 现金转化率经营现金流/净利润 | -0.07× | 1.93× |
| 过去12个月自由现金流最近4个季度 | — | $93.9M |
8季度趋势，按日历期对齐
经营现金流AAMIRGEN
| Q4 25 | $-2.4M | $25.7M | ||
| Q3 25 | $-23.9M | $48.1M | ||
| Q2 25 | $61.6M | $28.6M | ||
| Q1 25 | $-48.8M | $15.0M | ||
| Q4 24 | $55.8M | $39.2M | ||
| Q3 24 | $69.6M | $49.3M | ||
| Q2 24 | $45.7M | $42.2M | ||
| Q1 24 | $-40.4M | $44.7M |
自由现金流AAMIRGEN
| Q4 25 | — | $17.6M | ||
| Q3 25 | — | $43.4M | ||
| Q2 25 | — | $21.5M | ||
| Q1 25 | — | $11.4M | ||
| Q4 24 | — | $33.6M | ||
| Q3 24 | — | $42.3M | ||
| Q2 24 | — | $37.4M | ||
| Q1 24 | — | $36.4M |
自由现金流率AAMIRGEN
| Q4 25 | — | 8.9% | ||
| Q3 25 | — | 23.0% | ||
| Q2 25 | — | 11.8% | ||
| Q1 25 | — | 6.8% | ||
| Q4 24 | — | 19.3% | ||
| Q3 24 | — | 27.3% | ||
| Q2 24 | — | 24.3% | ||
| Q1 24 | — | 24.0% |
资本支出强度AAMIRGEN
| Q4 25 | — | 4.1% | ||
| Q3 25 | — | 2.5% | ||
| Q2 25 | — | 3.9% | ||
| Q1 25 | — | 2.1% | ||
| Q4 24 | — | 3.2% | ||
| Q3 24 | — | 4.5% | ||
| Q2 24 | — | 3.1% | ||
| Q1 24 | — | 5.5% |
现金转化率AAMIRGEN
| Q4 25 | -0.07× | 1.93× | ||
| Q3 25 | -1.58× | 3.23× | ||
| Q2 25 | 6.10× | 1.92× | ||
| Q1 25 | -2.43× | 2.57× | ||
| Q4 24 | 1.31× | — | ||
| Q3 24 | 4.12× | — | ||
| Q2 24 | 4.15× | 12.70× | ||
| Q1 24 | -2.77× | 21.35× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
