vs
Arena Group Holdings, Inc.（AREN）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Arena Group Holdings, Inc.的1.1倍（$30.3M vs $28.2M），Arena Group Holdings, Inc.净利率更高（18.9% vs -221.3%，领先240.2%），REGENXBIO Inc.同比增速更快（43.0% vs -22.0%），过去两年REGENXBIO Inc.的营收复合增速更高（39.4% vs -1.2%）
Arena Group Holdings旗下的Arena Racing Company是英国的赛马休闲企业，2012年由Arena Leisure与Northern Racing合并成立。该公司在英国拥有并运营16家赛马场，占英国赛马赛事总量的39%，同时还在多家赛马场配套经营酒店，在三处场地运营高尔夫球场。
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。
AREN vs RGNX — 直观对比
营收规模更大
RGNX
是对方的1.1倍
$28.2M
营收增速更快
RGNX
高出65.1%
-22.0%
净利率更高
AREN
高出240.2%
-221.3%
两年增速更快
RGNX
近两年复合增速
-1.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $28.2M | $30.3M |
| 净利润 | $5.3M | $-67.1M |
| 毛利率 | 43.6% | — |
| 营业利润率 | 26.6% | -190.0% |
| 净利率 | 18.9% | -221.3% |
| 营收同比 | -22.0% | 43.0% |
| 净利润同比 | -22.5% | -31.2% |
| 每股收益（稀释后） | $0.12 | $-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ARENRGNX
| Q4 25 | $28.2M | $30.3M | ||
| Q3 25 | $29.8M | $29.7M | ||
| Q2 25 | $45.0M | $21.4M | ||
| Q1 25 | $31.8M | $89.0M | ||
| Q4 24 | $36.2M | $21.2M | ||
| Q3 24 | $33.6M | $24.2M | ||
| Q2 24 | $27.2M | $22.3M | ||
| Q1 24 | $28.9M | $15.6M |
净利润ARENRGNX
| Q4 25 | $5.3M | $-67.1M | ||
| Q3 25 | $6.9M | $-61.9M | ||
| Q2 25 | $108.6M | $-70.9M | ||
| Q1 25 | $4.0M | $6.1M | ||
| Q4 24 | $6.9M | $-51.2M | ||
| Q3 24 | $4.0M | $-59.6M | ||
| Q2 24 | $-8.2M | $-53.0M | ||
| Q1 24 | $-103.4M | $-63.3M |
毛利率ARENRGNX
| Q4 25 | 43.6% | — | ||
| Q3 25 | 50.2% | — | ||
| Q2 25 | 56.5% | — | ||
| Q1 25 | 49.3% | — | ||
| Q4 24 | 52.6% | 70.2% | ||
| Q3 24 | 50.6% | 48.8% | ||
| Q2 24 | 39.4% | 52.5% | ||
| Q1 24 | 30.9% | 72.6% |
营业利润率ARENRGNX
| Q4 25 | 26.6% | -190.0% | ||
| Q3 25 | 31.9% | -176.3% | ||
| Q2 25 | 36.5% | -296.3% | ||
| Q1 25 | 23.1% | 13.6% | ||
| Q4 24 | 28.6% | -242.1% | ||
| Q3 24 | 24.0% | -256.6% | ||
| Q2 24 | -9.5% | -251.3% | ||
| Q1 24 | -27.5% | -408.8% |
净利率ARENRGNX
| Q4 25 | 18.9% | -221.3% | ||
| Q3 25 | 23.1% | -208.3% | ||
| Q2 25 | 241.4% | -331.8% | ||
| Q1 25 | 12.6% | 6.8% | ||
| Q4 24 | 19.0% | -241.3% | ||
| Q3 24 | 11.8% | -246.3% | ||
| Q2 24 | -30.1% | -237.7% | ||
| Q1 24 | -357.1% | -405.4% |
每股收益（稀释后）ARENRGNX
| Q4 25 | $0.12 | $-1.30 | ||
| Q3 25 | $0.14 | $-1.20 | ||
| Q2 25 | $2.28 | $-1.38 | ||
| Q1 25 | $0.08 | $0.12 | ||
| Q4 24 | $1.23 | $-0.99 | ||
| Q3 24 | $0.11 | $-1.17 | ||
| Q2 24 | $-0.28 | $-1.05 | ||
| Q1 24 | $-3.91 | $-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 | $10.3M | $230.1M |
| 总债务越低越好 | $97.6M | — |
| 股东权益账面价值 | $-4.8M | $102.7M |
| 总资产 | $112.6M | $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ARENRGNX
| Q4 25 | $10.3M | $230.1M | ||
| Q3 25 | $12.5M | $274.2M | ||
| Q2 25 | $6.8M | $323.3M | ||
| Q1 25 | $2.9M | $267.9M | ||
| Q4 24 | $4.4M | $234.7M | ||
| Q3 24 | $5.8M | $255.5M | ||
| Q2 24 | $6.1M | $290.4M | ||
| Q1 24 | $4.0M | $338.7M |
总债务ARENRGNX
| Q4 25 | $97.6M | — | ||
| Q3 25 | $110.5M | — | ||
| Q2 25 | $110.5M | — | ||
| Q1 25 | $110.5M | — | ||
| Q4 24 | $110.4M | — | ||
| Q3 24 | $102.4M | — | ||
| Q2 24 | $102.4M | — | ||
| Q1 24 | $102.3M | — |
股东权益ARENRGNX
| Q4 25 | $-4.8M | $102.7M | ||
| Q3 25 | $-10.4M | $161.5M | ||
| Q2 25 | $-17.3M | $213.7M | ||
| Q1 25 | $-126.1M | $274.2M | ||
| Q4 24 | $-130.3M | $259.7M | ||
| Q3 24 | $-137.5M | $301.4M | ||
| Q2 24 | $-157.2M | $348.3M | ||
| Q1 24 | $-149.6M | $390.7M |
总资产ARENRGNX
| Q4 25 | $112.6M | $453.0M | ||
| Q3 25 | $121.4M | $525.2M | ||
| Q2 25 | $127.8M | $581.0M | ||
| Q1 25 | $114.6M | $490.9M | ||
| Q4 24 | $116.4M | $466.0M | ||
| Q3 24 | $114.2M | $519.1M | ||
| Q2 24 | $113.4M | $569.4M | ||
| Q1 24 | $120.3M | $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 | $13.1M | $-52.3M |
| 自由现金流经营现金流 - 资本支出 | — | $-52.8M |
| 自由现金流率自由现金流/营收 | — | -174.0% |
| 资本支出强度资本支出/营收 | — | 1.7% |
| 现金转化率经营现金流/净利润 | 2.46× | — |
| 过去12个月自由现金流最近4个季度 | — | $-126.4M |
8季度趋势，按日历期对齐
经营现金流ARENRGNX
| Q4 25 | $13.1M | $-52.3M | ||
| Q3 25 | $12.2M | $-56.0M | ||
| Q2 25 | $10.3M | $-49.3M | ||
| Q1 25 | $3.7M | $33.6M | ||
| Q4 24 | $-8.6M | $-31.6M | ||
| Q3 24 | $-2.3M | $-40.5M | ||
| Q2 24 | $-3.2M | $-45.5M | ||
| Q1 24 | $-2.0M | $-55.5M |
自由现金流ARENRGNX
| Q4 25 | — | $-52.8M | ||
| Q3 25 | — | $-56.5M | ||
| Q2 25 | — | $-49.7M | ||
| Q1 25 | — | $32.6M | ||
| Q4 24 | — | $-32.7M | ||
| Q3 24 | $-2.4M | $-40.9M | ||
| Q2 24 | — | $-46.0M | ||
| Q1 24 | — | $-56.0M |
自由现金流率ARENRGNX
| Q4 25 | — | -174.0% | ||
| Q3 25 | — | -189.9% | ||
| Q2 25 | — | -232.8% | ||
| Q1 25 | — | 36.6% | ||
| Q4 24 | — | -154.2% | ||
| Q3 24 | -7.1% | -168.9% | ||
| Q2 24 | — | -206.2% | ||
| Q1 24 | — | -358.5% |
资本支出强度ARENRGNX
| Q4 25 | — | 1.7% | ||
| Q3 25 | 0.0% | 1.7% | ||
| Q2 25 | — | 1.8% | ||
| Q1 25 | — | 1.2% | ||
| Q4 24 | — | 5.1% | ||
| Q3 24 | 0.1% | 1.3% | ||
| Q2 24 | — | 2.1% | ||
| Q1 24 | — | 3.6% |
现金转化率ARENRGNX
| Q4 25 | 2.46× | — | ||
| Q3 25 | 1.77× | — | ||
| Q2 25 | 0.09× | — | ||
| Q1 25 | 0.91× | 5.53× | ||
| Q4 24 | -1.25× | — | ||
| Q3 24 | -0.59× | — | ||
| 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
AREN
暂无分部数据
RGNX
| Novartis Gene Therapies | $24.2M | 80% |
| Nippon Shinyaku Collaboration And License Agreement | $4.3M | 14% |
| Nippon Shinyaku Services | $1.4M | 5% |
