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Arteris, Inc.（AIP）与REGENXBIO Inc.（RGNX）财务数据对比。点击上方公司名可切换其他公司
REGENXBIO Inc.的季度营收约是Arteris, Inc.的1.5倍（$30.3M vs $20.1M），Arteris, Inc.净利率更高（-42.2% vs -221.3%，领先179.1%），REGENXBIO Inc.同比增速更快（43.0% vs 30.0%），Arteris, Inc.自由现金流更多（$3.0M vs $-52.8M），过去两年REGENXBIO Inc.的营收复合增速更高（39.4% vs 24.7%）
Arteris公司是一家跨国科技企业，总部位于美国加利福尼亚州坎贝尔，主营片上网络（NoC）知识产权以及系统芯片（SoC）集成自动化软件的研发，产品用于各类半导体芯片与芯粒设计，客户覆盖汽车电子、人工智能、机器学习、企业计算、通信、消费电子、工业以及航空航天国防等多个领域。
REGENXBIO Inc.是一家临床阶段生物技术企业，专注于开发针对罕见及严重遗传疾病的突破性基因疗法。公司拥有专有的腺相关病毒载体技术，既向全球生物制药合作伙伴提供技术授权，也自主推进多疾病领域的基因疗法管线研发。
AIP vs RGNX — 直观对比
营收规模更大
RGNX
是对方的1.5倍
$20.1M
营收增速更快
RGNX
高出13.0%
30.0%
净利率更高
AIP
高出179.1%
-221.3%
自由现金流更多
AIP
多$55.8M
$-52.8M
两年增速更快
RGNX
近两年复合增速
24.7%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $20.1M | $30.3M |
| 净利润 | $-8.5M | $-67.1M |
| 毛利率 | 90.8% | — |
| 营业利润率 | -42.0% | -190.0% |
| 净利率 | -42.2% | -221.3% |
| 营收同比 | 30.0% | 43.0% |
| 净利润同比 | -3.7% | -31.2% |
| 每股收益（稀释后） | $-0.19 | $-1.30 |
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AIPRGNX
| Q4 25 | $20.1M | $30.3M | ||
| Q3 25 | $17.4M | $29.7M | ||
| Q2 25 | $16.5M | $21.4M | ||
| Q1 25 | $16.5M | $89.0M | ||
| Q4 24 | $15.5M | $21.2M | ||
| Q3 24 | $14.7M | $24.2M | ||
| Q2 24 | $14.6M | $22.3M | ||
| Q1 24 | $12.9M | $15.6M |
净利润AIPRGNX
| Q4 25 | $-8.5M | $-67.1M | ||
| Q3 25 | $-9.0M | $-61.9M | ||
| Q2 25 | $-9.1M | $-70.9M | ||
| Q1 25 | $-8.1M | $6.1M | ||
| Q4 24 | $-8.2M | $-51.2M | ||
| Q3 24 | $-7.7M | $-59.6M | ||
| Q2 24 | $-8.3M | $-53.0M | ||
| Q1 24 | $-9.4M | $-63.3M |
毛利率AIPRGNX
| Q4 25 | 90.8% | — | ||
| Q3 25 | 89.9% | — | ||
| Q2 25 | 89.4% | — | ||
| Q1 25 | 90.8% | — | ||
| Q4 24 | 89.8% | 70.2% | ||
| Q3 24 | 90.1% | 48.8% | ||
| Q2 24 | 90.0% | 52.5% | ||
| Q1 24 | 88.7% | 72.6% |
营业利润率AIPRGNX
| Q4 25 | -42.0% | -190.0% | ||
| Q3 25 | -50.1% | -176.3% | ||
| Q2 25 | -50.0% | -296.3% | ||
| Q1 25 | -46.6% | 13.6% | ||
| Q4 24 | -45.9% | -242.1% | ||
| Q3 24 | -53.8% | -256.6% | ||
| Q2 24 | -51.1% | -251.3% | ||
| Q1 24 | -70.5% | -408.8% |
净利率AIPRGNX
| Q4 25 | -42.2% | -221.3% | ||
| Q3 25 | -51.6% | -208.3% | ||
| Q2 25 | -55.3% | -331.8% | ||
| Q1 25 | -49.1% | 6.8% | ||
| Q4 24 | -53.0% | -241.3% | ||
| Q3 24 | -52.2% | -246.3% | ||
| Q2 24 | -57.2% | -237.7% | ||
| Q1 24 | -72.6% | -405.4% |
每股收益（稀释后）AIPRGNX
| Q4 25 | $-0.19 | $-1.30 | ||
| Q3 25 | $-0.21 | $-1.20 | ||
| Q2 25 | $-0.22 | $-1.38 | ||
| Q1 25 | $-0.20 | $0.12 | ||
| Q4 24 | $-0.19 | $-0.99 | ||
| Q3 24 | $-0.20 | $-1.17 | ||
| Q2 24 | $-0.22 | $-1.05 | ||
| Q1 24 | $-0.25 | $-1.38 |
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 | $33.9M | $230.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-14.6M | $102.7M |
| 总资产 | $115.0M | $453.0M |
| 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AIPRGNX
| Q4 25 | $33.9M | $230.1M | ||
| Q3 25 | $39.0M | $274.2M | ||
| Q2 25 | $38.0M | $323.3M | ||
| Q1 25 | $42.3M | $267.9M | ||
| Q4 24 | $43.8M | $234.7M | ||
| Q3 24 | $48.7M | $255.5M | ||
| Q2 24 | $45.8M | $290.4M | ||
| Q1 24 | $44.8M | $338.7M |
股东权益AIPRGNX
| Q4 25 | $-14.6M | $102.7M | ||
| Q3 25 | $-11.4M | $161.5M | ||
| Q2 25 | $-7.5M | $213.7M | ||
| Q1 25 | $-4.8M | $274.2M | ||
| Q4 24 | $-1.2M | $259.7M | ||
| Q3 24 | $2.2M | $301.4M | ||
| Q2 24 | $5.3M | $348.3M | ||
| Q1 24 | $9.5M | $390.7M |
总资产AIPRGNX
| Q4 25 | $115.0M | $453.0M | ||
| Q3 25 | $107.7M | $525.2M | ||
| Q2 25 | $106.9M | $581.0M | ||
| Q1 25 | $98.3M | $490.9M | ||
| Q4 24 | $106.1M | $466.0M | ||
| Q3 24 | $97.7M | $519.1M | ||
| Q2 24 | $96.4M | $569.4M | ||
| Q1 24 | $101.4M | $629.2M |
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 | $3.2M | $-52.3M |
| 自由现金流经营现金流 - 资本支出 | $3.0M | $-52.8M |
| 自由现金流率自由现金流/营收 | 15.1% | -174.0% |
| 资本支出强度资本支出/营收 | 0.7% | 1.7% |
| 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 | $5.3M | $-126.4M |
8季度趋势，按日历期对齐
经营现金流AIPRGNX
| Q4 25 | $3.2M | $-52.3M | ||
| Q3 25 | $3.2M | $-56.0M | ||
| Q2 25 | $-2.5M | $-49.3M | ||
| Q1 25 | $2.9M | $33.6M | ||
| Q4 24 | $-2.6M | $-31.6M | ||
| Q3 24 | $1.1M | $-40.5M | ||
| Q2 24 | $311.0K | $-45.5M | ||
| Q1 24 | $477.0K | $-55.5M |
自由现金流AIPRGNX
| Q4 25 | $3.0M | $-52.8M | ||
| Q3 25 | $2.5M | $-56.5M | ||
| Q2 25 | $-2.8M | $-49.7M | ||
| Q1 25 | $2.7M | $32.6M | ||
| Q4 24 | $-2.7M | $-32.7M | ||
| Q3 24 | $1.1M | $-40.9M | ||
| Q2 24 | $264.0K | $-46.0M | ||
| Q1 24 | $281.0K | $-56.0M |
自由现金流率AIPRGNX
| Q4 25 | 15.1% | -174.0% | ||
| Q3 25 | 14.2% | -189.9% | ||
| Q2 25 | -17.2% | -232.8% | ||
| Q1 25 | 16.2% | 36.6% | ||
| Q4 24 | -17.3% | -154.2% | ||
| Q3 24 | 7.4% | -168.9% | ||
| Q2 24 | 1.8% | -206.2% | ||
| Q1 24 | 2.2% | -358.5% |
资本支出强度AIPRGNX
| Q4 25 | 0.7% | 1.7% | ||
| Q3 25 | 4.1% | 1.7% | ||
| Q2 25 | 2.2% | 1.8% | ||
| Q1 25 | 1.1% | 1.2% | ||
| Q4 24 | 0.3% | 5.1% | ||
| Q3 24 | 0.2% | 1.3% | ||
| Q2 24 | 0.3% | 2.1% | ||
| Q1 24 | 1.5% | 3.6% |
现金转化率AIPRGNX
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 5.53× | ||
| 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
业务分部营收拆解
AIP
| License And Maintenance | $17.5M | 87% |
| Variable Royalties And Other | $2.6M | 13% |
RGNX
| Novartis Gene Therapies | $24.2M | 80% |
| Nippon Shinyaku Collaboration And License Agreement | $4.3M | 14% |
| Nippon Shinyaku Services | $1.4M | 5% |
