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安进(AMGN)与REPLIGEN CORP(RGEN)财务数据对比。点击上方公司名可切换其他公司
安进的季度营收约是REPLIGEN CORP的49.9倍($9.9B vs $197.9M)。安进净利率更高(13.5% vs 6.7%,领先6.8%)。REPLIGEN CORP同比增速更快(13.6% vs 8.6%)。安进自由现金流更多($961.0M vs $17.6M)。过去两年安进的营收复合增速更高(15.1% vs 14.4%)
安进是总部位于美国加利福尼亚州千橡市的跨国生物制药企业,公司名称取自最初的全称「应用分子遗传学」的缩写组合,按营收规模排名位列全球生物医药企业第18位,专注于研发、生产及商业化创新生物药物,为全球患者提供优质治疗选择。
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。
AMGN vs RGEN — 直观对比
营收规模更大
AMGN
是对方的49.9倍
$197.9M
营收增速更快
RGEN
高出5.1%
8.6%
净利率更高
AMGN
高出6.8%
6.7%
自由现金流更多
AMGN
多$943.4M
$17.6M
两年增速更快
AMGN
近两年复合增速
14.4%
损益表 — Q4 2025 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $9.9B | $197.9M |
| 净利润 | $1.3B | $13.3M |
| 毛利率 | 69.8% | 52.5% |
| 营业利润率 | 27.6% | 9.0% |
| 净利率 | 13.5% | 6.7% |
| 营收同比 | 8.6% | 13.6% |
| 净利润同比 | 112.6% | 143.9% |
| 每股收益(稀释后) | $2.45 | $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
AMGN
RGEN
| Q4 25 | $9.9B | $197.9M | ||
| Q3 25 | $9.6B | $188.8M | ||
| Q2 25 | $9.2B | $182.4M | ||
| Q1 25 | $8.1B | $169.2M | ||
| Q4 24 | $9.1B | $174.1M | ||
| Q3 24 | $8.5B | $154.9M | ||
| Q2 24 | $8.4B | $154.1M | ||
| Q1 24 | $7.4B | $151.3M |
净利润
AMGN
RGEN
| Q4 25 | $1.3B | $13.3M | ||
| Q3 25 | $3.2B | $14.9M | ||
| Q2 25 | $1.4B | $14.9M | ||
| Q1 25 | $1.7B | $5.8M | ||
| Q4 24 | $627.0M | $-30.3M | ||
| Q3 24 | $2.8B | $-654.0K | ||
| Q2 24 | $746.0M | $3.3M | ||
| Q1 24 | $-113.0M | $2.1M |
毛利率
AMGN
RGEN
| Q4 25 | 69.8% | 52.5% | ||
| Q3 25 | 67.8% | 53.2% | ||
| Q2 25 | 67.2% | 50.0% | ||
| Q1 25 | 63.6% | 53.6% | ||
| Q4 24 | 65.7% | 26.1% | ||
| Q3 24 | 61.1% | 50.0% | ||
| Q2 24 | 61.4% | 49.8% | ||
| Q1 24 | 57.0% | 49.5% |
营业利润率
AMGN
RGEN
| Q4 25 | 27.6% | 9.0% | ||
| Q3 25 | 26.4% | 8.9% | ||
| Q2 25 | 28.9% | 7.6% | ||
| Q1 25 | 14.5% | 3.9% | ||
| Q4 24 | 25.4% | -17.7% | ||
| Q3 24 | 24.1% | -5.1% | ||
| Q2 24 | 22.8% | 1.0% | ||
| Q1 24 | 13.3% | 1.3% |
净利率
AMGN
RGEN
| Q4 25 | 13.5% | 6.7% | ||
| Q3 25 | 33.7% | 7.9% | ||
| Q2 25 | 15.6% | 8.2% | ||
| Q1 25 | 21.2% | 3.4% | ||
| Q4 24 | 6.9% | -17.4% | ||
| Q3 24 | 33.3% | -0.4% | ||
| Q2 24 | 8.9% | 2.2% | ||
| Q1 24 | -1.5% | 1.4% |
每股收益(稀释后)
AMGN
RGEN
| Q4 25 | $2.45 | $0.24 | ||
| Q3 25 | $5.93 | $0.26 | ||
| Q2 25 | $2.65 | $0.26 | ||
| Q1 25 | $3.20 | $0.10 | ||
| Q4 24 | $1.17 | $-0.55 | ||
| Q3 24 | $5.22 | $-0.01 | ||
| Q2 24 | $1.38 | $0.06 | ||
| Q1 24 | $-0.21 | $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 | $9.1B | $767.6M |
| 总债务越低越好 | $54.6B | $542.2M |
| 股东权益账面价值 | $8.7B | $2.1B |
| 总资产 | $90.6B | $2.9B |
| 负债/权益比越低杠杆越低 | 6.31× | 0.26× |
8季度趋势,按日历期对齐
现金及短期投资
AMGN
RGEN
| Q4 25 | $9.1B | $767.6M | ||
| Q3 25 | $9.4B | $748.7M | ||
| Q2 25 | $8.0B | $708.9M | ||
| Q1 25 | $8.8B | $697.2M | ||
| Q4 24 | $12.0B | $757.4M | ||
| Q3 24 | $9.0B | $784.0M | ||
| Q2 24 | $9.3B | $809.1M | ||
| Q1 24 | $9.7B | $780.6M |
总债务
AMGN
RGEN
| Q4 25 | $54.6B | $542.2M | ||
| Q3 25 | $54.6B | $537.9M | ||
| Q2 25 | $56.2B | — | ||
| Q1 25 | $57.4B | — | ||
| Q4 24 | $60.1B | $525.6M | ||
| Q3 24 | $60.4B | — | ||
| Q2 24 | $62.6B | — | ||
| Q1 24 | $64.0B | — |
股东权益
AMGN
RGEN
| Q4 25 | $8.7B | $2.1B | ||
| Q3 25 | $9.6B | $2.1B | ||
| Q2 25 | $7.4B | $2.1B | ||
| Q1 25 | $6.2B | $2.0B | ||
| Q4 24 | $5.9B | $2.0B | ||
| Q3 24 | $7.5B | $2.0B | ||
| Q2 24 | $5.9B | $2.0B | ||
| Q1 24 | $5.0B | $2.0B |
总资产
AMGN
RGEN
| Q4 25 | $90.6B | $2.9B | ||
| Q3 25 | $90.1B | $2.9B | ||
| Q2 25 | $87.9B | $2.9B | ||
| Q1 25 | $89.4B | $2.9B | ||
| Q4 24 | $91.8B | $2.8B | ||
| Q3 24 | $90.9B | $2.8B | ||
| Q2 24 | $90.9B | $2.9B | ||
| Q1 24 | $93.0B | $2.8B |
负债/权益比
AMGN
RGEN
| Q4 25 | 6.31× | 0.26× | ||
| Q3 25 | 5.67× | 0.26× | ||
| Q2 25 | 7.57× | — | ||
| Q1 25 | 9.24× | — | ||
| Q4 24 | 10.23× | 0.27× | ||
| Q3 24 | 8.02× | — | ||
| Q2 24 | 10.57× | — | ||
| Q1 24 | 12.75× | — |
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 | $1.6B | $25.7M |
| 自由现金流经营现金流 - 资本支出 | $961.0M | $17.6M |
| 自由现金流率自由现金流/营收 | 9.7% | 8.9% |
| 资本支出强度资本支出/营收 | 6.5% | 4.1% |
| 现金转化率经营现金流/净利润 | 1.20× | 1.93× |
| 过去12个月自由现金流最近4个季度 | $8.1B | $93.9M |
8季度趋势,按日历期对齐
经营现金流
AMGN
RGEN
| Q4 25 | $1.6B | $25.7M | ||
| Q3 25 | $4.7B | $48.1M | ||
| Q2 25 | $2.3B | $28.6M | ||
| Q1 25 | $1.4B | $15.0M | ||
| Q4 24 | $4.8B | $39.2M | ||
| Q3 24 | $3.6B | $49.3M | ||
| Q2 24 | $2.5B | $42.2M | ||
| Q1 24 | $689.0M | $44.7M |
自由现金流
AMGN
RGEN
| Q4 25 | $961.0M | $17.6M | ||
| Q3 25 | $4.2B | $43.4M | ||
| Q2 25 | $1.9B | $21.5M | ||
| Q1 25 | $980.0M | $11.4M | ||
| Q4 24 | $4.4B | $33.6M | ||
| Q3 24 | $3.3B | $42.3M | ||
| Q2 24 | $2.2B | $37.4M | ||
| Q1 24 | $459.0M | $36.4M |
自由现金流率
AMGN
RGEN
| Q4 25 | 9.7% | 8.9% | ||
| Q3 25 | 44.4% | 23.0% | ||
| Q2 25 | 20.8% | 11.8% | ||
| Q1 25 | 12.0% | 6.8% | ||
| Q4 24 | 48.4% | 19.3% | ||
| Q3 24 | 39.0% | 27.3% | ||
| Q2 24 | 26.5% | 24.3% | ||
| Q1 24 | 6.2% | 24.0% |
资本支出强度
AMGN
RGEN
| Q4 25 | 6.5% | 4.1% | ||
| Q3 25 | 4.6% | 2.5% | ||
| Q2 25 | 4.0% | 3.9% | ||
| Q1 25 | 5.0% | 2.1% | ||
| Q4 24 | 4.1% | 3.2% | ||
| Q3 24 | 3.0% | 4.5% | ||
| Q2 24 | 2.8% | 3.1% | ||
| Q1 24 | 3.1% | 5.5% |
现金转化率
AMGN
RGEN
| Q4 25 | 1.20× | 1.93× | ||
| Q3 25 | 1.46× | 3.23× | ||
| Q2 25 | 1.59× | 1.92× | ||
| Q1 25 | 0.80× | 2.57× | ||
| Q4 24 | 7.61× | — | ||
| Q3 24 | 1.26× | — | ||
| Q2 24 | 3.30× | 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
AMGN
| Products | $9.4B | 95% |
| Xgeva | $291.0M | 3% |
| Vectibix | $163.0M | 2% |
| Aranesp | $115.0M | 1% |
RGEN
暂无分部数据