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BIOCRYST PHARMACEUTICALS INC(BCRX)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BIOCRYST PHARMACEUTICALS INC的1.3倍($197.9M vs $156.4M),REPLIGEN CORP同比增速更快(13.6% vs 7.5%),过去两年BIOCRYST PHARMACEUTICALS INC的营收复合增速更高(19.6% vs 14.4%)
BioCryst Pharmaceuticals是一家总部位于美国北卡罗来纳州达勒姆的制药企业,属于后期发展阶段的生物科技公司,聚焦于治疗罕见重症的口服药物研发。其研发的抗病毒药物帕拉米韦(商品名Rapivab)于2014年12月获得美国FDA批准,此后也陆续在日本、韩国与中国获批上市。
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。
BCRX vs RGEN — 直观对比
营收规模更大
RGEN
是对方的1.3倍
$156.4M
营收增速更快
RGEN
高出6.2%
7.5%
两年增速更快
BCRX
近两年复合增速
14.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $156.4M | $197.9M |
| 净利润 | — | $13.3M |
| 毛利率 | — | 52.5% |
| 营业利润率 | 13.6% | 9.0% |
| 净利率 | — | 6.7% |
| 营收同比 | 7.5% | 13.6% |
| 净利润同比 | — | 143.9% |
| 每股收益(稀释后) | $0.00 | $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
BCRX
RGEN
| Q1 26 | $156.4M | — | ||
| Q4 25 | $406.6M | $197.9M | ||
| Q3 25 | $159.4M | $188.8M | ||
| Q2 25 | $163.4M | $182.4M | ||
| Q1 25 | $145.5M | $169.2M | ||
| Q4 24 | $131.5M | $174.1M | ||
| Q3 24 | $117.1M | $154.9M | ||
| Q2 24 | $109.3M | $154.1M |
净利润
BCRX
RGEN
| Q1 26 | — | — | ||
| Q4 25 | $245.8M | $13.3M | ||
| Q3 25 | $12.9M | $14.9M | ||
| Q2 25 | $5.1M | $14.9M | ||
| Q1 25 | $32.0K | $5.8M | ||
| Q4 24 | $-26.8M | $-30.3M | ||
| Q3 24 | $-14.0M | $-654.0K | ||
| Q2 24 | $-12.7M | $3.3M |
毛利率
BCRX
RGEN
| Q1 26 | — | — | ||
| Q4 25 | 97.7% | 52.5% | ||
| Q3 25 | 98.6% | 53.2% | ||
| Q2 25 | 98.3% | 50.0% | ||
| Q1 25 | 96.9% | 53.6% | ||
| Q4 24 | 95.4% | 26.1% | ||
| Q3 24 | 97.3% | 50.0% | ||
| Q2 24 | 98.4% | 49.8% |
营业利润率
BCRX
RGEN
| Q1 26 | 13.6% | — | ||
| Q4 25 | 64.0% | 9.0% | ||
| Q3 25 | 18.6% | 8.9% | ||
| Q2 25 | 18.2% | 7.6% | ||
| Q1 25 | 14.6% | 3.9% | ||
| Q4 24 | -3.4% | -17.7% | ||
| Q3 24 | 6.6% | -5.1% | ||
| Q2 24 | 8.0% | 1.0% |
净利率
BCRX
RGEN
| Q1 26 | — | — | ||
| Q4 25 | 60.5% | 6.7% | ||
| Q3 25 | 8.1% | 7.9% | ||
| Q2 25 | 3.1% | 8.2% | ||
| Q1 25 | 0.0% | 3.4% | ||
| Q4 24 | -20.4% | -17.4% | ||
| Q3 24 | -12.0% | -0.4% | ||
| Q2 24 | -11.6% | 2.2% |
每股收益(稀释后)
BCRX
RGEN
| Q1 26 | $0.00 | — | ||
| Q4 25 | $1.13 | $0.24 | ||
| Q3 25 | $0.06 | $0.26 | ||
| Q2 25 | $0.02 | $0.26 | ||
| Q1 25 | $0.00 | $0.10 | ||
| Q4 24 | $-0.13 | $-0.55 | ||
| Q3 24 | $-0.07 | $-0.01 | ||
| Q2 24 | $-0.06 | $0.06 |
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 | $259.0M | $767.6M |
| 总债务越低越好 | — | $542.2M |
| 股东权益账面价值 | — | $2.1B |
| 总资产 | $465.1M | $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
BCRX
RGEN
| Q1 26 | $259.0M | — | ||
| Q4 25 | $274.7M | $767.6M | ||
| Q3 25 | $212.9M | $748.7M | ||
| Q2 25 | $260.0M | $708.9M | ||
| Q1 25 | $295.1M | $697.2M | ||
| Q4 24 | $320.9M | $757.4M | ||
| Q3 24 | $96.8M | $784.0M | ||
| Q2 24 | $78.4M | $809.1M |
总债务
BCRX
RGEN
| Q1 26 | — | — | ||
| Q4 25 | — | $542.2M | ||
| Q3 25 | — | $537.9M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $525.6M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
BCRX
RGEN
| Q1 26 | — | — | ||
| Q4 25 | $-119.2M | $2.1B | ||
| Q3 25 | $-387.9M | $2.1B | ||
| Q2 25 | $-421.6M | $2.1B | ||
| Q1 25 | $-451.9M | $2.0B | ||
| Q4 24 | $-475.9M | $2.0B | ||
| Q3 24 | $-468.6M | $2.0B | ||
| Q2 24 | $-475.6M | $2.0B |
总资产
BCRX
RGEN
| Q1 26 | $465.1M | — | ||
| Q4 25 | $514.2M | $2.9B | ||
| Q3 25 | $446.4M | $2.9B | ||
| Q2 25 | $457.2M | $2.9B | ||
| Q1 25 | $480.0M | $2.9B | ||
| Q4 24 | $490.4M | $2.8B | ||
| Q3 24 | $491.3M | $2.8B | ||
| Q2 24 | $472.4M | $2.9B |
负债/权益比
BCRX
RGEN
| Q1 26 | — | — | ||
| Q4 25 | — | 0.26× | ||
| Q3 25 | — | 0.26× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.27× | ||
| Q3 24 | — | — | ||
| Q2 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 | — | $25.7M |
| 自由现金流经营现金流 - 资本支出 | — | $17.6M |
| 自由现金流率自由现金流/营收 | — | 8.9% |
| 资本支出强度资本支出/营收 | — | 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 | — | $93.9M |
8季度趋势,按日历期对齐
经营现金流
BCRX
RGEN
| Q1 26 | — | — | ||
| Q4 25 | $292.0M | $25.7M | ||
| Q3 25 | $41.6M | $48.1M | ||
| Q2 25 | $41.3M | $28.6M | ||
| Q1 25 | $-27.5M | $15.0M | ||
| Q4 24 | $-5.2M | $39.2M | ||
| Q3 24 | $8.2M | $49.3M | ||
| Q2 24 | $-1.4M | $42.2M |
自由现金流
BCRX
RGEN
| Q1 26 | — | — | ||
| Q4 25 | $291.2M | $17.6M | ||
| Q3 25 | $40.3M | $43.4M | ||
| Q2 25 | $41.1M | $21.5M | ||
| Q1 25 | $-27.7M | $11.4M | ||
| Q4 24 | $-5.9M | $33.6M | ||
| Q3 24 | $8.2M | $42.3M | ||
| Q2 24 | $-1.5M | $37.4M |
自由现金流率
BCRX
RGEN
| Q1 26 | — | — | ||
| Q4 25 | 71.6% | 8.9% | ||
| Q3 25 | 25.3% | 23.0% | ||
| Q2 25 | 25.2% | 11.8% | ||
| Q1 25 | -19.0% | 6.8% | ||
| Q4 24 | -4.5% | 19.3% | ||
| Q3 24 | 7.0% | 27.3% | ||
| Q2 24 | -1.4% | 24.3% |
资本支出强度
BCRX
RGEN
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 4.1% | ||
| Q3 25 | 0.8% | 2.5% | ||
| Q2 25 | 0.1% | 3.9% | ||
| Q1 25 | 0.1% | 2.1% | ||
| Q4 24 | 0.5% | 3.2% | ||
| Q3 24 | 0.1% | 4.5% | ||
| Q2 24 | 0.1% | 3.1% |
现金转化率
BCRX
RGEN
| Q1 26 | — | — | ||
| Q4 25 | 1.19× | 1.93× | ||
| Q3 25 | 3.23× | 3.23× | ||
| Q2 25 | 8.12× | 1.92× | ||
| Q1 25 | -859.91× | 2.57× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 12.70× |
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
BCRX
| ORLADEYO | $148.3M | 95% |
| Other revenues | $5.0M | 3% |
| License revenue | $3.0M | 2% |
RGEN
暂无分部数据