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ASPEN AEROGELS INC（ASPN）与REGENXBIO Inc.（RGNX）财务数据对比。点击上方公司名可切换其他公司
ASPEN AEROGELS INC的季度营收约是REGENXBIO Inc.的1.4倍（$41.3M vs $30.3M），ASPEN AEROGELS INC净利率更高（-176.4% vs -221.3%，领先45.0%），REGENXBIO Inc.同比增速更快（43.0% vs -66.4%），ASPEN AEROGELS INC自由现金流更多（$13.7M vs $-52.8M），过去两年REGENXBIO Inc.的营收复合增速更高（39.4% vs -33.9%）
Aspen Aerogels Inc是全球领先的气凝胶基高性能隔热及热管理材料生产商，产品广泛应用于可再生能源、油气基础设施、航空航天、商业建筑与工业制造领域，核心市场覆盖北美、欧洲及亚太地区，旗下材料以优异的耐热性、防火性能和轻量化特性广受客户认可。
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。
ASPN vs RGNX — 直观对比
营收规模更大
ASPN
是对方的1.4倍
$30.3M
营收增速更快
RGNX
高出109.4%
-66.4%
净利率更高
ASPN
高出45.0%
-221.3%
自由现金流更多
ASPN
多$66.5M
$-52.8M
两年增速更快
RGNX
近两年复合增速
-33.9%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $41.3M | $30.3M |
| 净利润 | $-72.9M | $-67.1M |
| 毛利率 | -55.5% | — |
| 营业利润率 | -170.3% | -190.0% |
| 净利率 | -176.4% | -221.3% |
| 营收同比 | -66.4% | 43.0% |
| 净利润同比 | -741.7% | -31.2% |
| 每股收益（稀释后） | $-0.87 | $-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ASPNRGNX
| Q4 25 | $41.3M | $30.3M | ||
| Q3 25 | $73.0M | $29.7M | ||
| Q2 25 | $78.0M | $21.4M | ||
| Q1 25 | $78.7M | $89.0M | ||
| Q4 24 | $123.1M | $21.2M | ||
| Q3 24 | $117.3M | $24.2M | ||
| Q2 24 | $117.8M | $22.3M | ||
| Q1 24 | $94.5M | $15.6M |
净利润ASPNRGNX
| Q4 25 | $-72.9M | $-67.1M | ||
| Q3 25 | $-6.3M | $-61.9M | ||
| Q2 25 | $-9.1M | $-70.9M | ||
| Q1 25 | $-301.2M | $6.1M | ||
| Q4 24 | $11.4M | $-51.2M | ||
| Q3 24 | $-13.0M | $-59.6M | ||
| Q2 24 | $16.8M | $-53.0M | ||
| Q1 24 | $-1.8M | $-63.3M |
毛利率ASPNRGNX
| Q4 25 | -55.5% | — | ||
| Q3 25 | 28.5% | — | ||
| Q2 25 | 32.4% | — | ||
| Q1 25 | 29.0% | — | ||
| Q4 24 | 38.3% | 70.2% | ||
| Q3 24 | 41.8% | 48.8% | ||
| Q2 24 | 43.8% | 52.5% | ||
| Q1 24 | 37.2% | 72.6% |
营业利润率ASPNRGNX
| Q4 25 | -170.3% | -190.0% | ||
| Q3 25 | -4.6% | -176.3% | ||
| Q2 25 | -6.6% | -296.3% | ||
| Q1 25 | -380.2% | 13.6% | ||
| Q4 24 | 12.0% | -242.1% | ||
| Q3 24 | 14.8% | -256.6% | ||
| Q2 24 | 17.0% | -251.3% | ||
| Q1 24 | 2.6% | -408.8% |
净利率ASPNRGNX
| Q4 25 | -176.4% | -221.3% | ||
| Q3 25 | -8.7% | -208.3% | ||
| Q2 25 | -11.6% | -331.8% | ||
| Q1 25 | -382.7% | 6.8% | ||
| Q4 24 | 9.2% | -241.3% | ||
| Q3 24 | -11.1% | -246.3% | ||
| Q2 24 | 14.3% | -237.7% | ||
| Q1 24 | -1.9% | -405.4% |
每股收益（稀释后）ASPNRGNX
| Q4 25 | $-0.87 | $-1.30 | ||
| Q3 25 | $-0.08 | $-1.20 | ||
| Q2 25 | $-0.11 | $-1.38 | ||
| Q1 25 | $-3.67 | $0.12 | ||
| Q4 24 | $0.15 | $-0.99 | ||
| Q3 24 | $-0.17 | $-1.17 | ||
| Q2 24 | $0.21 | $-1.05 | ||
| Q1 24 | $-0.02 | $-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 | $156.9M | $230.1M |
| 总债务越低越好 | $65.5M | — |
| 股东权益账面价值 | $235.5M | $102.7M |
| 总资产 | $406.7M | $453.0M |
| 负债/权益比越低杠杆越低 | 0.28× | — |
8季度趋势，按日历期对齐
现金及短期投资ASPNRGNX
| Q4 25 | $156.9M | $230.1M | ||
| Q3 25 | $150.7M | $274.2M | ||
| Q2 25 | $167.6M | $323.3M | ||
| Q1 25 | $192.0M | $267.9M | ||
| Q4 24 | $220.9M | $234.7M | ||
| Q3 24 | $113.5M | $255.5M | ||
| Q2 24 | $91.4M | $290.4M | ||
| Q1 24 | $101.5M | $338.7M |
总债务ASPNRGNX
| Q4 25 | $65.5M | — | ||
| Q3 25 | $70.1M | — | ||
| Q2 25 | $77.3M | — | ||
| Q1 25 | $95.4M | — | ||
| Q4 24 | $95.0M | — | ||
| Q3 24 | $93.7M | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益ASPNRGNX
| Q4 25 | $235.5M | $102.7M | ||
| Q3 25 | $305.7M | $161.5M | ||
| Q2 25 | $308.8M | $213.7M | ||
| Q1 25 | $314.8M | $274.2M | ||
| Q4 24 | $614.7M | $259.7M | ||
| Q3 24 | $507.6M | $301.4M | ||
| Q2 24 | $517.8M | $348.3M | ||
| Q1 24 | $491.2M | $390.7M |
总资产ASPNRGNX
| Q4 25 | $406.7M | $453.0M | ||
| Q3 25 | $491.4M | $525.2M | ||
| Q2 25 | $525.1M | $581.0M | ||
| Q1 25 | $555.0M | $490.9M | ||
| Q4 24 | $895.1M | $466.0M | ||
| Q3 24 | $782.6M | $519.1M | ||
| Q2 24 | $748.6M | $569.4M | ||
| Q1 24 | $698.0M | $629.2M |
负债/权益比ASPNRGNX
| Q4 25 | 0.28× | — | ||
| Q3 25 | 0.23× | — | ||
| Q2 25 | 0.25× | — | ||
| Q1 25 | 0.30× | — | ||
| Q4 24 | 0.15× | — | ||
| Q3 24 | 0.18× | — | ||
| 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 | $16.1M | $-52.3M |
| 自由现金流经营现金流 - 资本支出 | $13.7M | $-52.8M |
| 自由现金流率自由现金流/营收 | 33.1% | -174.0% |
| 资本支出强度资本支出/营收 | 6.0% | 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 | $-4.6M | $-126.4M |
8季度趋势，按日历期对齐
经营现金流ASPNRGNX
| Q4 25 | $16.1M | $-52.3M | ||
| Q3 25 | $15.0M | $-56.0M | ||
| Q2 25 | $-3.9M | $-49.3M | ||
| Q1 25 | $5.6M | $33.6M | ||
| Q4 24 | $35.7M | $-31.6M | ||
| Q3 24 | $20.8M | $-40.5M | ||
| Q2 24 | $6.8M | $-45.5M | ||
| Q1 24 | $-17.7M | $-55.5M |
自由现金流ASPNRGNX
| Q4 25 | $13.7M | $-52.8M | ||
| Q3 25 | $5.9M | $-56.5M | ||
| Q2 25 | $-16.8M | $-49.7M | ||
| Q1 25 | $-7.4M | $32.6M | ||
| Q4 24 | $20.9M | $-32.7M | ||
| Q3 24 | $-50.0K | $-40.9M | ||
| Q2 24 | $-18.0M | $-46.0M | ||
| Q1 24 | $-43.6M | $-56.0M |
自由现金流率ASPNRGNX
| Q4 25 | 33.1% | -174.0% | ||
| Q3 25 | 8.1% | -189.9% | ||
| Q2 25 | -21.6% | -232.8% | ||
| Q1 25 | -9.4% | 36.6% | ||
| Q4 24 | 17.0% | -154.2% | ||
| Q3 24 | -0.0% | -168.9% | ||
| Q2 24 | -15.3% | -206.2% | ||
| Q1 24 | -46.1% | -358.5% |
资本支出强度ASPNRGNX
| Q4 25 | 6.0% | 1.7% | ||
| Q3 25 | 12.5% | 1.7% | ||
| Q2 25 | 16.5% | 1.8% | ||
| Q1 25 | 16.5% | 1.2% | ||
| Q4 24 | 12.0% | 5.1% | ||
| Q3 24 | 17.7% | 1.3% | ||
| Q2 24 | 21.1% | 2.1% | ||
| Q1 24 | 27.4% | 3.6% |
现金转化率ASPNRGNX
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 5.53× | ||
| Q4 24 | 3.14× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 0.41× | — | ||
| 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
ASPN
| Energy Industrial | $14.5M | 35% |
| Other | $13.9M | 34% |
| Thermal Barrier | $12.9M | 31% |
RGNX
| Novartis Gene Therapies | $24.2M | 80% |
| Nippon Shinyaku Collaboration And License Agreement | $4.3M | 14% |
| Nippon Shinyaku Services | $1.4M | 5% |
