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Axos Financial, Inc.（AX）与REPLIGEN CORP（RGEN）财务数据对比。点击上方公司名可切换其他公司
Axos Financial, Inc.的季度营收约是REPLIGEN CORP的1.9倍（$385.1M vs $197.9M），Axos Financial, Inc.净利率更高（33.3% vs 6.7%，领先26.6%），Axos Financial, Inc.同比增速更快（25.1% vs 13.6%），Axos Financial, Inc.自由现金流更多（$85.4M vs $17.6M），过去两年REPLIGEN CORP的营收复合增速更高（14.4% vs 14.3%）
Axos Financial是总部位于美国内华达州拉斯维加斯的银行控股公司，旗下拥有直销银行Axos Bank，同时提供注册投资顾问服务及电子交易平台，深耕数字化金融赛道，可为用户提供多元便捷的金融服务解决方案。
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。
AX vs RGEN — 直观对比
营收规模更大
AX
是对方的1.9倍
$197.9M
营收增速更快
AX
高出11.4%
13.6%
净利率更高
AX
高出26.6%
6.7%
自由现金流更多
AX
多$67.9M
$17.6M
两年增速更快
RGEN
近两年复合增速
14.3%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $385.1M | $197.9M |
| 净利润 | $128.4M | $13.3M |
| 毛利率 | — | 52.5% |
| 营业利润率 | 45.6% | 9.0% |
| 净利率 | 33.3% | 6.7% |
| 营收同比 | 25.1% | 13.6% |
| 净利润同比 | 22.6% | 143.9% |
| 每股收益（稀释后） | $2.22 | $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AXRGEN
| Q4 25 | $385.1M | $197.9M | ||
| Q3 25 | $323.4M | $188.8M | ||
| Q2 25 | $321.4M | $182.4M | ||
| Q1 25 | $308.8M | $169.2M | ||
| Q4 24 | $307.9M | $174.1M | ||
| Q3 24 | $320.7M | $154.9M | ||
| Q2 24 | $290.9M | $154.1M | ||
| Q1 24 | $294.8M | $151.3M |
净利润AXRGEN
| Q4 25 | $128.4M | $13.3M | ||
| Q3 25 | $112.4M | $14.9M | ||
| Q2 25 | $110.7M | $14.9M | ||
| Q1 25 | $105.2M | $5.8M | ||
| Q4 24 | $104.7M | $-30.3M | ||
| Q3 24 | $112.3M | $-654.0K | ||
| Q2 24 | $104.9M | $3.3M | ||
| Q1 24 | $110.7M | $2.1M |
毛利率AXRGEN
| Q4 25 | — | 52.5% | ||
| Q3 25 | — | 53.2% | ||
| Q2 25 | — | 50.0% | ||
| Q1 25 | — | 53.6% | ||
| Q4 24 | — | 26.1% | ||
| Q3 24 | — | 50.0% | ||
| Q2 24 | — | 49.8% | ||
| Q1 24 | — | 49.5% |
营业利润率AXRGEN
| Q4 25 | 45.6% | 9.0% | ||
| Q3 25 | 46.3% | 8.9% | ||
| Q2 25 | 48.5% | 7.6% | ||
| Q1 25 | 47.9% | 3.9% | ||
| Q4 24 | 48.8% | -17.7% | ||
| Q3 24 | 49.6% | -5.1% | ||
| Q2 24 | 49.6% | 1.0% | ||
| Q1 24 | 52.8% | 1.3% |
净利率AXRGEN
| Q4 25 | 33.3% | 6.7% | ||
| Q3 25 | 34.7% | 7.9% | ||
| Q2 25 | 34.4% | 8.2% | ||
| Q1 25 | 34.1% | 3.4% | ||
| Q4 24 | 34.0% | -17.4% | ||
| Q3 24 | 35.0% | -0.4% | ||
| Q2 24 | 36.0% | 2.2% | ||
| Q1 24 | 37.6% | 1.4% |
每股收益（稀释后）AXRGEN
| Q4 25 | $2.22 | $0.24 | ||
| Q3 25 | $1.94 | $0.26 | ||
| Q2 25 | $1.89 | $0.26 | ||
| Q1 25 | $1.81 | $0.10 | ||
| Q4 24 | $1.80 | $-0.55 | ||
| Q3 24 | $1.93 | $-0.01 | ||
| Q2 24 | $1.75 | $0.06 | ||
| Q1 24 | $1.91 | $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 | $1.0B | $767.6M |
| 总债务越低越好 | — | $542.2M |
| 股东权益账面价值 | $2.9B | $2.1B |
| 总资产 | $28.2B | $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AXRGEN
| Q4 25 | $1.0B | $767.6M | ||
| Q3 25 | $2.6B | $748.7M | ||
| Q2 25 | $1.9B | $708.9M | ||
| Q1 25 | $2.0B | $697.2M | ||
| Q4 24 | $2.4B | $757.4M | ||
| Q3 24 | $2.6B | $784.0M | ||
| Q2 24 | $2.0B | $809.1M | ||
| Q1 24 | $2.1B | $780.6M |
总债务AXRGEN
| Q4 25 | — | $542.2M | ||
| Q3 25 | — | $537.9M | ||
| Q2 25 | $312.7M | — | ||
| Q1 25 | $377.4M | — | ||
| Q4 24 | $358.7M | $525.6M | ||
| Q3 24 | $313.5M | — | ||
| Q2 24 | $325.7M | — | ||
| Q1 24 | $330.4M | — |
股东权益AXRGEN
| Q4 25 | $2.9B | $2.1B | ||
| Q3 25 | $2.8B | $2.1B | ||
| Q2 25 | $2.7B | $2.1B | ||
| Q1 25 | $2.6B | $2.0B | ||
| Q4 24 | $2.5B | $2.0B | ||
| Q3 24 | $2.4B | $2.0B | ||
| Q2 24 | $2.3B | $2.0B | ||
| Q1 24 | $2.2B | $2.0B |
总资产AXRGEN
| Q4 25 | $28.2B | $2.9B | ||
| Q3 25 | $27.4B | $2.9B | ||
| Q2 25 | $24.8B | $2.9B | ||
| Q1 25 | $24.0B | $2.9B | ||
| Q4 24 | $23.7B | $2.8B | ||
| Q3 24 | $23.6B | $2.8B | ||
| Q2 24 | $22.9B | $2.9B | ||
| Q1 24 | $22.6B | $2.8B |
负债/权益比AXRGEN
| Q4 25 | — | 0.26× | ||
| Q3 25 | — | 0.26× | ||
| Q2 25 | 0.12× | — | ||
| Q1 25 | 0.14× | — | ||
| Q4 24 | 0.14× | 0.27× | ||
| Q3 24 | 0.13× | — | ||
| Q2 24 | 0.14× | — | ||
| Q1 24 | 0.15× | — |
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 | $104.1M | $25.7M |
| 自由现金流经营现金流 - 资本支出 | $85.4M | $17.6M |
| 自由现金流率自由现金流/营收 | 22.2% | 8.9% |
| 资本支出强度资本支出/营收 | 4.9% | 4.1% |
| 现金转化率经营现金流/净利润 | 0.81× | 1.93× |
| 过去12个月自由现金流最近4个季度 | $695.9M | $93.9M |
8季度趋势，按日历期对齐
经营现金流AXRGEN
| Q4 25 | $104.1M | $25.7M | ||
| Q3 25 | $118.4M | $48.1M | ||
| Q2 25 | $490.3M | $28.6M | ||
| Q1 25 | $73.7M | $15.0M | ||
| Q4 24 | $162.5M | $39.2M | ||
| Q3 24 | $70.8M | $49.3M | ||
| Q2 24 | $305.5M | $42.2M | ||
| Q1 24 | $115.8M | $44.7M |
自由现金流AXRGEN
| Q4 25 | $85.4M | $17.6M | ||
| Q3 25 | $109.3M | $43.4M | ||
| Q2 25 | $436.1M | $21.5M | ||
| Q1 25 | $65.1M | $11.4M | ||
| Q4 24 | $156.4M | $33.6M | ||
| Q3 24 | $53.0M | $42.3M | ||
| Q2 24 | $269.5M | $37.4M | ||
| Q1 24 | $107.3M | $36.4M |
自由现金流率AXRGEN
| Q4 25 | 22.2% | 8.9% | ||
| Q3 25 | 33.8% | 23.0% | ||
| Q2 25 | 135.7% | 11.8% | ||
| Q1 25 | 21.1% | 6.8% | ||
| Q4 24 | 50.8% | 19.3% | ||
| Q3 24 | 16.5% | 27.3% | ||
| Q2 24 | 92.6% | 24.3% | ||
| Q1 24 | 36.4% | 24.0% |
资本支出强度AXRGEN
| Q4 25 | 4.9% | 4.1% | ||
| Q3 25 | 2.8% | 2.5% | ||
| Q2 25 | 16.9% | 3.9% | ||
| Q1 25 | 2.8% | 2.1% | ||
| Q4 24 | 2.0% | 3.2% | ||
| Q3 24 | 5.5% | 4.5% | ||
| Q2 24 | 12.4% | 3.1% | ||
| Q1 24 | 2.9% | 5.5% |
现金转化率AXRGEN
| Q4 25 | 0.81× | 1.93× | ||
| Q3 25 | 1.05× | 3.23× | ||
| Q2 25 | 4.43× | 1.92× | ||
| Q1 25 | 0.70× | 2.57× | ||
| Q4 24 | 1.55× | — | ||
| Q3 24 | 0.63× | — | ||
| Q2 24 | 2.91× | 12.70× | ||
| Q1 24 | 1.05× | 21.35× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
