vs
安霸（AMBA）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的季度营收约是安霸的1.8倍（$197.9M vs $108.5M），REPLIGEN CORP净利率更高（6.7% vs -13.9%，领先20.6%），安霸同比增速更快（31.2% vs 13.6%），安霸自由现金流更多（$31.4M vs $17.6M），过去两年安霸的营收复合增速更高（45.0% vs 14.4%）
安霸是美国无晶圆厂半导体设计企业，专注于低功耗高清、超高清视频压缩、图像处理及计算机视觉处理器研发。其芯片产品广泛应用于视频安防、高级驾驶辅助系统、电子后视镜、行车记录仪、驾驶舱内监测、自动驾驶、机器人等多元人机视觉场景。
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。
AMBA vs RGEN — 直观对比
营收规模更大
RGEN
是对方的1.8倍
$108.5M
营收增速更快
AMBA
高出17.6%
13.6%
净利率更高
RGEN
高出20.6%
-13.9%
自由现金流更多
AMBA
多$13.9M
$17.6M
两年增速更快
AMBA
近两年复合增速
14.4%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $197.9M |
| 净利润 | $-15.1M | $13.3M |
| 毛利率 | 59.6% | 52.5% |
| 营业利润率 | -15.0% | 9.0% |
| 净利率 | -13.9% | 6.7% |
| 营收同比 | 31.2% | 13.6% |
| 净利润同比 | 37.2% | 143.9% |
| 每股收益（稀释后） | $-0.35 | $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AMBARGEN
| Q4 25 | $108.5M | $197.9M | ||
| Q3 25 | $95.5M | $188.8M | ||
| Q2 25 | $85.9M | $182.4M | ||
| Q1 25 | $84.0M | $169.2M | ||
| Q4 24 | $82.7M | $174.1M | ||
| Q3 24 | $63.7M | $154.9M | ||
| Q2 24 | $54.5M | $154.1M | ||
| Q1 24 | $51.6M | $151.3M |
净利润AMBARGEN
| Q4 25 | $-15.1M | $13.3M | ||
| Q3 25 | $-20.0M | $14.9M | ||
| Q2 25 | $-24.3M | $14.9M | ||
| Q1 25 | $-20.2M | $5.8M | ||
| Q4 24 | $-24.1M | $-30.3M | ||
| Q3 24 | $-34.9M | $-654.0K | ||
| Q2 24 | $-37.9M | $3.3M | ||
| Q1 24 | $-60.6M | $2.1M |
毛利率AMBARGEN
| Q4 25 | 59.6% | 52.5% | ||
| Q3 25 | 58.9% | 53.2% | ||
| Q2 25 | 60.0% | 50.0% | ||
| Q1 25 | 60.0% | 53.6% | ||
| Q4 24 | 60.6% | 26.1% | ||
| Q3 24 | 60.8% | 50.0% | ||
| Q2 24 | 60.9% | 49.8% | ||
| Q1 24 | 59.8% | 49.5% |
营业利润率AMBARGEN
| Q4 25 | -15.0% | 9.0% | ||
| Q3 25 | -23.0% | 8.9% | ||
| Q2 25 | -30.1% | 7.6% | ||
| Q1 25 | -30.2% | 3.9% | ||
| Q4 24 | -30.9% | -17.7% | ||
| Q3 24 | -56.9% | -5.1% | ||
| Q2 24 | -72.4% | 1.0% | ||
| Q1 24 | -80.8% | 1.3% |
净利率AMBARGEN
| Q4 25 | -13.9% | 6.7% | ||
| Q3 25 | -20.9% | 7.9% | ||
| Q2 25 | -28.3% | 8.2% | ||
| Q1 25 | -24.1% | 3.4% | ||
| Q4 24 | -29.1% | -17.4% | ||
| Q3 24 | -54.8% | -0.4% | ||
| Q2 24 | -69.6% | 2.2% | ||
| Q1 24 | -117.4% | 1.4% |
每股收益（稀释后）AMBARGEN
| Q4 25 | $-0.35 | $0.24 | ||
| Q3 25 | $-0.47 | $0.26 | ||
| Q2 25 | $-0.58 | $0.26 | ||
| Q1 25 | $-0.48 | $0.10 | ||
| Q4 24 | $-0.58 | $-0.55 | ||
| Q3 24 | $-0.85 | $-0.01 | ||
| Q2 24 | $-0.93 | $0.06 | ||
| Q1 24 | $-1.51 | $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 | $174.1M | $767.6M |
| 总债务越低越好 | — | $542.2M |
| 股东权益账面价值 | $590.1M | $2.1B |
| 总资产 | $751.9M | $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AMBARGEN
| Q4 25 | $174.1M | $767.6M | ||
| Q3 25 | $142.7M | $748.7M | ||
| Q2 25 | $141.3M | $708.9M | ||
| Q1 25 | $144.6M | $697.2M | ||
| Q4 24 | $127.1M | $757.4M | ||
| Q3 24 | $153.9M | $784.0M | ||
| Q2 24 | $131.8M | $809.1M | ||
| Q1 24 | $144.9M | $780.6M |
总债务AMBARGEN
| Q4 25 | — | $542.2M | ||
| Q3 25 | — | $537.9M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $525.6M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益AMBARGEN
| Q4 25 | $590.1M | $2.1B | ||
| Q3 25 | $576.5M | $2.1B | ||
| Q2 25 | $572.7M | $2.1B | ||
| Q1 25 | $561.4M | $2.0B | ||
| Q4 24 | $554.3M | $2.0B | ||
| Q3 24 | $547.6M | $2.0B | ||
| Q2 24 | $555.4M | $2.0B | ||
| Q1 24 | $559.9M | $2.0B |
总资产AMBARGEN
| Q4 25 | $751.9M | $2.9B | ||
| Q3 25 | $706.4M | $2.9B | ||
| Q2 25 | $701.9M | $2.9B | ||
| Q1 25 | $689.0M | $2.9B | ||
| Q4 24 | $670.8M | $2.8B | ||
| Q3 24 | $650.3M | $2.8B | ||
| Q2 24 | $638.7M | $2.9B | ||
| Q1 24 | $657.7M | $2.8B |
负债/权益比AMBARGEN
| 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 | $34.3M | $25.7M |
| 自由现金流经营现金流 - 资本支出 | $31.4M | $17.6M |
| 自由现金流率自由现金流/营收 | 29.0% | 8.9% |
| 资本支出强度资本支出/营收 | 2.7% | 4.1% |
| 现金转化率经营现金流/净利润 | — | 1.93× |
| 过去12个月自由现金流最近4个季度 | $64.3M | $93.9M |
8季度趋势，按日历期对齐
经营现金流AMBARGEN
| Q4 25 | $34.3M | $25.7M | ||
| Q3 25 | $5.5M | $48.1M | ||
| Q2 25 | $14.8M | $28.6M | ||
| Q1 25 | $25.4M | $15.0M | ||
| Q4 24 | $6.6M | $39.2M | ||
| Q3 24 | $16.7M | $49.3M | ||
| Q2 24 | $-15.0M | $42.2M | ||
| Q1 24 | $-4.0M | $44.7M |
自由现金流AMBARGEN
| Q4 25 | $31.4M | $17.6M | ||
| Q3 25 | $1.4M | $43.4M | ||
| Q2 25 | $10.2M | $21.5M | ||
| Q1 25 | $21.2M | $11.4M | ||
| Q4 24 | $4.1M | $33.6M | ||
| Q3 24 | $14.2M | $42.3M | ||
| Q2 24 | $-16.1M | $37.4M | ||
| Q1 24 | $-6.0M | $36.4M |
自由现金流率AMBARGEN
| Q4 25 | 29.0% | 8.9% | ||
| Q3 25 | 1.4% | 23.0% | ||
| Q2 25 | 11.9% | 11.8% | ||
| Q1 25 | 25.3% | 6.8% | ||
| Q4 24 | 5.0% | 19.3% | ||
| Q3 24 | 22.2% | 27.3% | ||
| Q2 24 | -29.5% | 24.3% | ||
| Q1 24 | -11.6% | 24.0% |
资本支出强度AMBARGEN
| Q4 25 | 2.7% | 4.1% | ||
| Q3 25 | 4.3% | 2.5% | ||
| Q2 25 | 5.3% | 3.9% | ||
| Q1 25 | 5.0% | 2.1% | ||
| Q4 24 | 3.0% | 3.2% | ||
| Q3 24 | 4.0% | 4.5% | ||
| Q2 24 | 2.1% | 3.1% | ||
| Q1 24 | 3.7% | 5.5% |
现金转化率AMBARGEN
| Q4 25 | — | 1.93× | ||
| Q3 25 | — | 3.23× | ||
| Q2 25 | — | 1.92× | ||
| Q1 25 | — | 2.57× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 12.70× | ||
| Q1 24 | — | 21.35× |
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
AMBA
| TW | $76.0M | 70% |
| Asia Pacific Other Than Taiwan | $20.2M | 19% |
| North America Other Than United States | $7.4M | 7% |
| Other | $5.0M | 5% |
RGEN
暂无分部数据
