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Axogen, Inc.（AXGN）与GDEV Inc.（GDEV）财务数据对比。点击上方公司名可切换其他公司
GDEV Inc.的季度营收约是Axogen, Inc.的2.0倍（$119.9M vs $61.5M），GDEV Inc.净利率更高（13.9% vs -31.9%，领先45.7%），Axogen, Inc.同比增速更快（26.6% vs 13.3%）
Axogen总部位于美国佛罗里达州阿拉楚阿，是外科解决方案提供商，专注开发周围神经损伤修复相关产品，涵盖人体组织移植物、神经连接器、软组织膜等，旗下AVANCE细胞移植技术可模拟人体神经结构，临床数据显示其产品帮助87%的周围神经损伤患者实现感觉与运动功能恢复，2013年完成1800万美元首次公开募股。
GDEV Inc.是一家游戏娱乐控股公司，在纳斯达克上市，总部位于塞浦路斯利马索尔。该公司前身为2014年成立的游戏公司Nexters，2023年6月改组为控股集团，是欧洲前五的独立移动游戏企业，旗下拥有Nexters Studio、Cubic Games、Royal Ark、Game Gears、Light Hour Games等工作室，分支机构分布在塞浦路斯、亚美尼亚、哈萨克斯坦等地。
AXGN vs GDEV — 直观对比
营收规模更大
GDEV
是对方的2.0倍
$61.5M
营收增速更快
AXGN
高出13.2%
13.3%
净利率更高
GDEV
高出45.7%
-31.9%
损益表 — Q1 FY2026 vs Q2 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $61.5M | $119.9M |
| 净利润 | $-19.6M | $16.6M |
| 毛利率 | 75.2% | — |
| 营业利润率 | 20.2% | 15.5% |
| 净利率 | -31.9% | 13.9% |
| 营收同比 | 26.6% | 13.3% |
| 净利润同比 | -410.8% | 13.0% |
| 每股收益（稀释后） | $-0.38 | $0.90 |
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AXGNGDEV
| Q1 26 | $61.5M | — | ||
| Q4 25 | $59.9M | — | ||
| Q3 25 | $60.1M | — | ||
| Q2 25 | $56.7M | $119.9M | ||
| Q1 25 | $48.6M | — | ||
| Q4 24 | $49.4M | — | ||
| Q3 24 | $48.6M | — | ||
| Q2 24 | $47.9M | $105.8M |
净利润AXGNGDEV
| Q1 26 | $-19.6M | — | ||
| Q4 25 | $-13.2M | — | ||
| Q3 25 | $708.0K | — | ||
| Q2 25 | $579.0K | $16.6M | ||
| Q1 25 | $-3.8M | — | ||
| Q4 24 | $450.0K | — | ||
| Q3 24 | $-1.9M | — | ||
| Q2 24 | $-1.9M | $14.7M |
毛利率AXGNGDEV
| Q1 26 | 75.2% | — | ||
| Q4 25 | 74.1% | — | ||
| Q3 25 | 76.6% | — | ||
| Q2 25 | 74.2% | — | ||
| Q1 25 | 71.9% | — | ||
| Q4 24 | 76.1% | — | ||
| Q3 24 | 74.9% | — | ||
| Q2 24 | 73.8% | — |
营业利润率AXGNGDEV
| Q1 26 | 20.2% | — | ||
| Q4 25 | -16.3% | — | ||
| Q3 25 | 3.2% | — | ||
| Q2 25 | 3.0% | 15.5% | ||
| Q1 25 | -3.4% | — | ||
| Q4 24 | 4.1% | — | ||
| Q3 24 | -0.6% | — | ||
| Q2 24 | -0.9% | 14.4% |
净利率AXGNGDEV
| Q1 26 | -31.9% | — | ||
| Q4 25 | -22.0% | — | ||
| Q3 25 | 1.2% | — | ||
| Q2 25 | 1.0% | 13.9% | ||
| Q1 25 | -7.9% | — | ||
| Q4 24 | 0.9% | — | ||
| Q3 24 | -3.8% | — | ||
| Q2 24 | -4.0% | 13.9% |
每股收益（稀释后）AXGNGDEV
| Q1 26 | $-0.38 | — | ||
| Q4 25 | $-0.28 | — | ||
| Q3 25 | $0.01 | — | ||
| Q2 25 | $0.01 | $0.90 | ||
| Q1 25 | $-0.08 | — | ||
| Q4 24 | $-0.00 | — | ||
| Q3 24 | $-0.04 | — | ||
| Q2 24 | $-0.04 | $0.81 |
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 | $82.7M | $41.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $244.8M | $-129.4M |
| 总资产 | $289.5M | $210.2M |
| 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AXGNGDEV
| Q1 26 | $82.7M | — | ||
| Q4 25 | $41.5M | — | ||
| Q3 25 | $35.8M | — | ||
| Q2 25 | $29.9M | $41.6M | ||
| Q1 25 | $22.1M | — | ||
| Q4 24 | $33.5M | — | ||
| Q3 24 | $24.5M | — | ||
| Q2 24 | $21.1M | $50.8M |
总债务AXGNGDEV
| Q1 26 | — | — | ||
| Q4 25 | $48.4M | — | ||
| Q3 25 | $48.2M | — | ||
| Q2 25 | $47.9M | — | ||
| Q1 25 | $47.7M | — | ||
| Q4 24 | $47.5M | — | ||
| Q3 24 | $47.3M | — | ||
| Q2 24 | $47.0M | — |
股东权益AXGNGDEV
| Q1 26 | $244.8M | — | ||
| Q4 25 | $128.8M | — | ||
| Q3 25 | $120.8M | — | ||
| Q2 25 | $112.3M | $-129.4M | ||
| Q1 25 | $105.4M | — | ||
| Q4 24 | $103.9M | — | ||
| Q3 24 | $99.4M | — | ||
| Q2 24 | $95.7M | $-118.7M |
总资产AXGNGDEV
| Q1 26 | $289.5M | — | ||
| Q4 25 | $221.7M | — | ||
| Q3 25 | $216.4M | — | ||
| Q2 25 | $205.5M | $210.2M | ||
| Q1 25 | $196.2M | — | ||
| Q4 24 | $203.7M | — | ||
| Q3 24 | $192.0M | — | ||
| Q2 24 | $188.9M | $282.8M |
负债/权益比AXGNGDEV
| Q1 26 | — | — | ||
| Q4 25 | 0.38× | — | ||
| Q3 25 | 0.40× | — | ||
| Q2 25 | 0.43× | — | ||
| Q1 25 | 0.45× | — | ||
| Q4 24 | 0.46× | — | ||
| Q3 24 | 0.48× | — | ||
| Q2 24 | 0.49× | — |
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 | — | — |
| 自由现金流经营现金流 - 资本支出 | $-1.4M | — |
| 自由现金流率自由现金流/营收 | -2.3% | — |
| 资本支出强度资本支出/营收 | — | — |
| 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 | $9.1M | — |
8季度趋势，按日历期对齐
经营现金流AXGNGDEV
| Q1 26 | — | — | ||
| Q4 25 | $3.0M | — | ||
| Q3 25 | $3.2M | — | ||
| Q2 25 | $7.7M | — | ||
| Q1 25 | $-13.2M | — | ||
| Q4 24 | $8.7M | — | ||
| Q3 24 | $3.9M | — | ||
| Q2 24 | $4.2M | — |
自由现金流AXGNGDEV
| Q1 26 | $-1.4M | — | ||
| Q4 25 | $1.8M | — | ||
| Q3 25 | $1.7M | — | ||
| Q2 25 | $7.0M | — | ||
| Q1 25 | $-13.4M | — | ||
| Q4 24 | $8.1M | — | ||
| Q3 24 | $3.3M | — | ||
| Q2 24 | $3.3M | — |
自由现金流率AXGNGDEV
| Q1 26 | -2.3% | — | ||
| Q4 25 | 3.0% | — | ||
| Q3 25 | 2.8% | — | ||
| Q2 25 | 12.4% | — | ||
| Q1 25 | -27.7% | — | ||
| Q4 24 | 16.3% | — | ||
| Q3 24 | 6.8% | — | ||
| Q2 24 | 6.8% | — |
资本支出强度AXGNGDEV
| Q1 26 | — | — | ||
| Q4 25 | 2.1% | — | ||
| Q3 25 | 2.5% | — | ||
| Q2 25 | 1.3% | — | ||
| Q1 25 | 0.5% | — | ||
| Q4 24 | 1.4% | — | ||
| Q3 24 | 1.2% | — | ||
| Q2 24 | 1.9% | — |
现金转化率AXGNGDEV
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 4.55× | — | ||
| Q2 25 | 13.35× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 19.41× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
