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Azenta, Inc.（AZTA）与REPLIGEN CORP（RGEN）财务数据对比。点击上方公司名可切换其他公司
REPLIGEN CORP的季度营收约是Azenta, Inc.的1.3倍（$197.9M vs $148.6M），REPLIGEN CORP净利率更高（6.7% vs -10.4%，领先17.1%），REPLIGEN CORP同比增速更快（13.6% vs 0.8%），REPLIGEN CORP自由现金流更多（$17.6M vs $14.7M），过去两年REPLIGEN CORP的营收复合增速更高（14.4% vs 4.4%）
Azenta成立于1978年，总部位于美国马萨诸塞州切姆斯福德，是全球知名的生命科学服务提供商，核心业务覆盖基因组学、低温存储、自动化解决方案及信息学服务，为生命科学领域研究及产业客户提供专业技术支持。
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。
AZTA vs RGEN — 直观对比
营收规模更大
RGEN
是对方的1.3倍
$148.6M
营收增速更快
RGEN
高出12.9%
0.8%
净利率更高
RGEN
高出17.1%
-10.4%
自由现金流更多
RGEN
多$2.9M
$14.7M
两年增速更快
RGEN
近两年复合增速
4.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $148.6M | $197.9M |
| 净利润 | $-15.4M | $13.3M |
| 毛利率 | 42.9% | 52.5% |
| 营业利润率 | -4.9% | 9.0% |
| 净利率 | -10.4% | 6.7% |
| 营收同比 | 0.8% | 13.6% |
| 净利润同比 | -15.7% | 143.9% |
| 每股收益（稀释后） | $-0.34 | $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AZTARGEN
| Q4 25 | $148.6M | $197.9M | ||
| Q3 25 | $159.2M | $188.8M | ||
| Q2 25 | $143.9M | $182.4M | ||
| Q1 25 | $143.3M | $169.2M | ||
| Q4 24 | $147.4M | $174.1M | ||
| Q3 24 | $150.6M | $154.9M | ||
| Q2 24 | $144.3M | $154.1M | ||
| Q1 24 | $136.4M | $151.3M |
净利润AZTARGEN
| Q4 25 | $-15.4M | $13.3M | ||
| Q3 25 | $50.9M | $14.9M | ||
| Q2 25 | $-48.0M | $14.9M | ||
| Q1 25 | $-47.7M | $5.8M | ||
| Q4 24 | $-11.0M | $-30.3M | ||
| Q3 24 | $-6.6M | $-654.0K | ||
| Q2 24 | $-6.6M | $3.3M | ||
| Q1 24 | $-137.4M | $2.1M |
毛利率AZTARGEN
| Q4 25 | 42.9% | 52.5% | ||
| Q3 25 | 45.4% | 53.2% | ||
| Q2 25 | 46.2% | 50.0% | ||
| Q1 25 | 43.8% | 53.6% | ||
| Q4 24 | 46.7% | 26.1% | ||
| Q3 24 | 45.5% | 50.0% | ||
| Q2 24 | 44.8% | 49.8% | ||
| Q1 24 | 43.8% | 49.5% |
营业利润率AZTARGEN
| Q4 25 | -4.9% | 9.0% | ||
| Q3 25 | 1.2% | 8.9% | ||
| Q2 25 | -1.3% | 7.6% | ||
| Q1 25 | -12.7% | 3.9% | ||
| Q4 24 | -5.9% | -17.7% | ||
| Q3 24 | -3.1% | -5.1% | ||
| Q2 24 | -4.9% | 1.0% | ||
| Q1 24 | -18.1% | 1.3% |
净利率AZTARGEN
| Q4 25 | -10.4% | 6.7% | ||
| Q3 25 | 32.0% | 7.9% | ||
| Q2 25 | -33.4% | 8.2% | ||
| Q1 25 | -33.3% | 3.4% | ||
| Q4 24 | -7.5% | -17.4% | ||
| Q3 24 | -4.4% | -0.4% | ||
| Q2 24 | -4.5% | 2.2% | ||
| Q1 24 | -100.8% | 1.4% |
每股收益（稀释后）AZTARGEN
| Q4 25 | $-0.34 | $0.24 | ||
| Q3 25 | $1.12 | $0.26 | ||
| Q2 25 | $-1.05 | $0.26 | ||
| Q1 25 | $-1.04 | $0.10 | ||
| Q4 24 | $-0.25 | $-0.55 | ||
| Q3 24 | $-0.25 | $-0.01 | ||
| Q2 24 | $-0.12 | $0.06 | ||
| Q1 24 | $-2.48 | $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 | $336.6M | $767.6M |
| 总债务越低越好 | — | $542.2M |
| 股东权益账面价值 | $1.7B | $2.1B |
| 总资产 | $2.1B | $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AZTARGEN
| Q4 25 | $336.6M | $767.6M | ||
| Q3 25 | $279.8M | $748.7M | ||
| Q2 25 | $270.0M | $708.9M | ||
| Q1 25 | $253.6M | $697.2M | ||
| Q4 24 | $377.5M | $757.4M | ||
| Q3 24 | $280.0M | $784.0M | ||
| Q2 24 | $336.5M | $809.1M | ||
| Q1 24 | $353.5M | $780.6M |
总债务AZTARGEN
| Q4 25 | — | $542.2M | ||
| Q3 25 | — | $537.9M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $525.6M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益AZTARGEN
| Q4 25 | $1.7B | $2.1B | ||
| Q3 25 | $1.7B | $2.1B | ||
| Q2 25 | $1.7B | $2.1B | ||
| Q1 25 | $1.7B | $2.0B | ||
| Q4 24 | $1.7B | $2.0B | ||
| Q3 24 | $1.8B | $2.0B | ||
| Q2 24 | $2.0B | $2.0B | ||
| Q1 24 | $2.2B | $2.0B |
总资产AZTARGEN
| Q4 25 | $2.1B | $2.9B | ||
| Q3 25 | $2.1B | $2.9B | ||
| Q2 25 | $2.0B | $2.9B | ||
| Q1 25 | $2.0B | $2.9B | ||
| Q4 24 | $2.0B | $2.8B | ||
| Q3 24 | $2.1B | $2.8B | ||
| Q2 24 | $2.3B | $2.9B | ||
| Q1 24 | $2.6B | $2.8B |
负债/权益比AZTARGEN
| Q4 25 | — | 0.26× | ||
| Q3 25 | — | 0.26× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.27× | ||
| Q3 24 | — | — | ||
| 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 | $20.8M | $25.7M |
| 自由现金流经营现金流 - 资本支出 | $14.7M | $17.6M |
| 自由现金流率自由现金流/营收 | 9.9% | 8.9% |
| 资本支出强度资本支出/营收 | 4.2% | 4.1% |
| 现金转化率经营现金流/净利润 | — | 1.93× |
| 过去12个月自由现金流最近4个季度 | $30.9M | $93.9M |
8季度趋势，按日历期对齐
经营现金流AZTARGEN
| Q4 25 | $20.8M | $25.7M | ||
| Q3 25 | $2.2M | $48.1M | ||
| Q2 25 | $25.8M | $28.6M | ||
| Q1 25 | $14.4M | $15.0M | ||
| Q4 24 | $29.8M | $39.2M | ||
| Q3 24 | $17.7M | $49.3M | ||
| Q2 24 | $9.8M | $42.2M | ||
| Q1 24 | $8.7M | $44.7M |
自由现金流AZTARGEN
| Q4 25 | $14.7M | $17.6M | ||
| Q3 25 | $-5.7M | $43.4M | ||
| Q2 25 | $15.0M | $21.5M | ||
| Q1 25 | $7.0M | $11.4M | ||
| Q4 24 | $22.0M | $33.6M | ||
| Q3 24 | $8.3M | $42.3M | ||
| Q2 24 | $1.3M | $37.4M | ||
| Q1 24 | $428.0K | $36.4M |
自由现金流率AZTARGEN
| Q4 25 | 9.9% | 8.9% | ||
| Q3 25 | -3.6% | 23.0% | ||
| Q2 25 | 10.4% | 11.8% | ||
| Q1 25 | 4.9% | 6.8% | ||
| Q4 24 | 15.0% | 19.3% | ||
| Q3 24 | 5.5% | 27.3% | ||
| Q2 24 | 0.9% | 24.3% | ||
| Q1 24 | 0.3% | 24.0% |
资本支出强度AZTARGEN
| Q4 25 | 4.2% | 4.1% | ||
| Q3 25 | 4.9% | 2.5% | ||
| Q2 25 | 7.5% | 3.9% | ||
| Q1 25 | 5.2% | 2.1% | ||
| Q4 24 | 5.3% | 3.2% | ||
| Q3 24 | 6.2% | 4.5% | ||
| Q2 24 | 5.9% | 3.1% | ||
| Q1 24 | 6.1% | 5.5% |
现金转化率AZTARGEN
| Q4 25 | — | 1.93× | ||
| Q3 25 | 0.04× | 3.23× | ||
| Q2 25 | — | 1.92× | ||
| Q1 25 | — | 2.57× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 12.70× | ||
| Q1 24 | — | 21.35× |
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
AZTA
| Multiomics | $67.2M | 45% |
| Core Products | $47.6M | 32% |
| Sample Repository Solutions | $33.8M | 23% |
RGEN
暂无分部数据
