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AXT INC（AXTI）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AXT INC的1.1倍（$30.3M vs $26.9M），REGENXBIO Inc.同比增速更快（43.0% vs 39.1%），过去两年REGENXBIO Inc.的营收复合增速更高（39.4% vs -1.8%）
AXT Inc是一家专业的化合物半导体衬底制造商，主营砷化镓、磷化铟、锗晶圆等产品，其生产的高性能衬底广泛应用于通信、消费电子、工业领域的光电子及射频器件制造环节。
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。
AXTI vs RGNX — 直观对比
营收规模更大
RGNX
是对方的1.1倍
$26.9M
营收增速更快
RGNX
高出3.9%
39.1%
两年增速更快
RGNX
近两年复合增速
-1.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $26.9M | $30.3M |
| 净利润 | — | $-67.1M |
| 毛利率 | 29.6% | — |
| 营业利润率 | 64.5% | -190.0% |
| 净利率 | — | -221.3% |
| 营收同比 | 39.1% | 43.0% |
| 净利润同比 | — | -31.2% |
| 每股收益（稀释后） | — | $-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AXTIRGNX
| Q1 26 | $26.9M | — | ||
| Q4 25 | $23.0M | $30.3M | ||
| Q3 25 | $28.0M | $29.7M | ||
| Q2 25 | $18.0M | $21.4M | ||
| Q1 25 | $19.4M | $89.0M | ||
| Q4 24 | $25.1M | $21.2M | ||
| Q3 24 | $23.6M | $24.2M | ||
| Q2 24 | $27.9M | $22.3M |
净利润AXTIRGNX
| Q1 26 | — | — | ||
| Q4 25 | $-3.5M | $-67.1M | ||
| Q3 25 | $-1.9M | $-61.9M | ||
| Q2 25 | $-7.0M | $-70.9M | ||
| Q1 25 | $-8.8M | $6.1M | ||
| Q4 24 | $-5.1M | $-51.2M | ||
| Q3 24 | $-2.9M | $-59.6M | ||
| Q2 24 | $-1.5M | $-53.0M |
毛利率AXTIRGNX
| Q1 26 | 29.6% | — | ||
| Q4 25 | 20.9% | — | ||
| Q3 25 | 22.3% | — | ||
| Q2 25 | 8.0% | — | ||
| Q1 25 | -6.4% | — | ||
| Q4 24 | 17.6% | 70.2% | ||
| Q3 24 | 24.0% | 48.8% | ||
| Q2 24 | 27.4% | 52.5% |
营业利润率AXTIRGNX
| Q1 26 | 64.5% | — | ||
| Q4 25 | -16.6% | -190.0% | ||
| Q3 25 | -4.0% | -176.3% | ||
| Q2 25 | -37.5% | -296.3% | ||
| Q1 25 | -53.1% | 13.6% | ||
| Q4 24 | -24.6% | -242.1% | ||
| Q3 24 | -14.4% | -256.6% | ||
| Q2 24 | -6.8% | -251.3% |
净利率AXTIRGNX
| Q1 26 | — | — | ||
| Q4 25 | -15.4% | -221.3% | ||
| Q3 25 | -6.8% | -208.3% | ||
| Q2 25 | -39.0% | -331.8% | ||
| Q1 25 | -45.5% | 6.8% | ||
| Q4 24 | -20.3% | -241.3% | ||
| Q3 24 | -12.4% | -246.3% | ||
| Q2 24 | -5.4% | -237.7% |
每股收益（稀释后）AXTIRGNX
| Q1 26 | — | — | ||
| Q4 25 | $-0.09 | $-1.30 | ||
| Q3 25 | $-0.04 | $-1.20 | ||
| Q2 25 | $-0.16 | $-1.38 | ||
| Q1 25 | $-0.20 | $0.12 | ||
| Q4 24 | $-0.11 | $-0.99 | ||
| Q3 24 | $-0.07 | $-1.17 | ||
| Q2 24 | $-0.04 | $-1.05 |
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 | $107.1M | $230.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $298.4M | $102.7M |
| 总资产 | $444.6M | $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AXTIRGNX
| Q1 26 | $107.1M | — | ||
| Q4 25 | $120.3M | $230.1M | ||
| Q3 25 | $23.1M | $274.2M | ||
| Q2 25 | $27.0M | $323.3M | ||
| Q1 25 | $31.6M | $267.9M | ||
| Q4 24 | $22.8M | $234.7M | ||
| Q3 24 | $24.9M | $255.5M | ||
| Q2 24 | $29.5M | $290.4M |
股东权益AXTIRGNX
| Q1 26 | $298.4M | — | ||
| Q4 25 | $273.3M | $102.7M | ||
| Q3 25 | $179.1M | $161.5M | ||
| Q2 25 | $179.7M | $213.7M | ||
| Q1 25 | $185.0M | $274.2M | ||
| Q4 24 | $192.8M | $259.7M | ||
| Q3 24 | $200.7M | $301.4M | ||
| Q2 24 | $199.7M | $348.3M |
总资产AXTIRGNX
| Q1 26 | $444.6M | — | ||
| Q4 25 | $433.8M | $453.0M | ||
| Q3 25 | $334.0M | $525.2M | ||
| Q2 25 | $329.0M | $581.0M | ||
| Q1 25 | $333.5M | $490.9M | ||
| Q4 24 | $339.3M | $466.0M | ||
| Q3 24 | $355.6M | $519.1M | ||
| Q2 24 | $349.4M | $569.4M |
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 | — | $-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 | — | — |
| 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AXTIRGNX
| Q1 26 | — | — | ||
| Q4 25 | $4.3M | $-52.3M | ||
| Q3 25 | $-9.2M | $-56.0M | ||
| Q2 25 | $-4.6M | $-49.3M | ||
| Q1 25 | $-3.3M | $33.6M | ||
| Q4 24 | $1.3M | $-31.6M | ||
| Q3 24 | $-5.4M | $-40.5M | ||
| Q2 24 | $843.0K | $-45.5M |
自由现金流AXTIRGNX
| Q1 26 | — | — | ||
| Q4 25 | $1.3M | $-52.8M | ||
| Q3 25 | $-11.3M | $-56.5M | ||
| Q2 25 | $-4.9M | $-49.7M | ||
| Q1 25 | $-3.9M | $32.6M | ||
| Q4 24 | $1.1M | $-32.7M | ||
| Q3 24 | $-6.4M | $-40.9M | ||
| Q2 24 | $572.0K | $-46.0M |
自由现金流率AXTIRGNX
| Q1 26 | — | — | ||
| Q4 25 | 5.5% | -174.0% | ||
| Q3 25 | -40.5% | -189.9% | ||
| Q2 25 | -27.0% | -232.8% | ||
| Q1 25 | -19.9% | 36.6% | ||
| Q4 24 | 4.4% | -154.2% | ||
| Q3 24 | -26.9% | -168.9% | ||
| Q2 24 | 2.0% | -206.2% |
资本支出强度AXTIRGNX
| Q1 26 | — | — | ||
| Q4 25 | 13.2% | 1.7% | ||
| Q3 25 | 7.8% | 1.7% | ||
| Q2 25 | 1.6% | 1.8% | ||
| Q1 25 | 2.6% | 1.2% | ||
| Q4 24 | 0.7% | 5.1% | ||
| Q3 24 | 4.0% | 1.3% | ||
| Q2 24 | 1.0% | 2.1% |
现金转化率AXTIRGNX
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 5.53× | ||
| Q4 24 | — | — | ||
| 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
业务分部营收拆解
AXTI
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% |
