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BankUnited, Inc.(BKU)与REPLIGEN CORP(RGEN)财务数据对比。点击上方公司名可切换其他公司
BankUnited, Inc.的季度营收约是REPLIGEN CORP的1.5倍($288.2M vs $197.9M),REPLIGEN CORP同比增速更快(13.6% vs 9.0%),过去两年REPLIGEN CORP的营收复合增速更高(14.4% vs 9.2%)
BankUnited, Inc.是美国国民银行BankUnited, N.A.的控股公司,成立于1984年,总部位于佛罗里达州迈阿密莱克斯。业务覆盖佛罗里达州、佐治亚州亚特兰大及周边、得克萨斯州达拉斯、新泽西州莫里斯敦、北卡罗来纳州夏洛特,以及纽约大都会区,还通过全国性平台提供部分商业贷款和存款产品,截至2025年12月31日总资产达350亿美元。
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。
BKU vs RGEN — 直观对比
营收规模更大
BKU
是对方的1.5倍
$197.9M
营收增速更快
RGEN
高出4.7%
9.0%
两年增速更快
RGEN
近两年复合增速
9.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $288.2M | $197.9M |
| 净利润 | — | $13.3M |
| 毛利率 | — | 52.5% |
| 营业利润率 | 31.2% | 9.0% |
| 净利率 | — | 6.7% |
| 营收同比 | 9.0% | 13.6% |
| 净利润同比 | — | 143.9% |
| 每股收益(稀释后) | $0.89 | $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
BKU
RGEN
| Q4 25 | $288.2M | $197.9M | ||
| Q3 25 | $275.7M | $188.8M | ||
| Q2 25 | $273.9M | $182.4M | ||
| Q1 25 | $255.4M | $169.2M | ||
| Q4 24 | $264.5M | $174.1M | ||
| Q3 24 | $257.0M | $154.9M | ||
| Q2 24 | $250.2M | $154.1M | ||
| Q1 24 | $241.7M | $151.3M |
净利润
BKU
RGEN
| Q4 25 | — | $13.3M | ||
| Q3 25 | $71.9M | $14.9M | ||
| Q2 25 | $68.8M | $14.9M | ||
| Q1 25 | $58.5M | $5.8M | ||
| Q4 24 | — | $-30.3M | ||
| Q3 24 | $61.5M | $-654.0K | ||
| Q2 24 | $53.7M | $3.3M | ||
| Q1 24 | $48.0M | $2.1M |
毛利率
BKU
RGEN
| 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
BKU
RGEN
| Q4 25 | 31.2% | 9.0% | ||
| Q3 25 | 35.5% | 8.9% | ||
| Q2 25 | 34.3% | 7.6% | ||
| Q1 25 | 31.4% | 3.9% | ||
| Q4 24 | 35.2% | -17.7% | ||
| Q3 24 | 32.4% | -5.1% | ||
| Q2 24 | 29.2% | 1.0% | ||
| Q1 24 | 27.8% | 1.3% |
净利率
BKU
RGEN
| Q4 25 | — | 6.7% | ||
| Q3 25 | 26.1% | 7.9% | ||
| Q2 25 | 25.1% | 8.2% | ||
| Q1 25 | 22.9% | 3.4% | ||
| Q4 24 | — | -17.4% | ||
| Q3 24 | 23.9% | -0.4% | ||
| Q2 24 | 21.5% | 2.2% | ||
| Q1 24 | 19.8% | 1.4% |
每股收益(稀释后)
BKU
RGEN
| Q4 25 | $0.89 | $0.24 | ||
| Q3 25 | $0.95 | $0.26 | ||
| Q2 25 | $0.91 | $0.26 | ||
| Q1 25 | $0.78 | $0.10 | ||
| Q4 24 | $0.91 | $-0.55 | ||
| Q3 24 | $0.81 | $-0.01 | ||
| Q2 24 | $0.72 | $0.06 | ||
| Q1 24 | $0.64 | $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 | $217.8M | $767.6M |
| 总债务越低越好 | $319.7M | $542.2M |
| 股东权益账面价值 | $3.1B | $2.1B |
| 总资产 | $35.0B | $2.9B |
| 负债/权益比越低杠杆越低 | 0.10× | 0.26× |
8季度趋势,按日历期对齐
现金及短期投资
BKU
RGEN
| Q4 25 | $217.8M | $767.6M | ||
| Q3 25 | $559.5M | $748.7M | ||
| Q2 25 | $801.3M | $708.9M | ||
| Q1 25 | $443.7M | $697.2M | ||
| Q4 24 | $491.1M | $757.4M | ||
| Q3 24 | $889.9M | $784.0M | ||
| Q2 24 | $433.5M | $809.1M | ||
| Q1 24 | $421.2M | $780.6M |
总债务
BKU
RGEN
| Q4 25 | $319.7M | $542.2M | ||
| Q3 25 | $320.4M | $537.9M | ||
| Q2 25 | $708.9M | — | ||
| Q1 25 | $709.1M | — | ||
| Q4 24 | $708.6M | $525.6M | ||
| Q3 24 | $708.7M | — | ||
| Q2 24 | $708.8M | — | ||
| Q1 24 | $709.0M | — |
股东权益
BKU
RGEN
| Q4 25 | $3.1B | $2.1B | ||
| Q3 25 | $3.0B | $2.1B | ||
| Q2 25 | $3.0B | $2.1B | ||
| Q1 25 | $2.9B | $2.0B | ||
| Q4 24 | $2.8B | $2.0B | ||
| Q3 24 | $2.8B | $2.0B | ||
| Q2 24 | $2.7B | $2.0B | ||
| Q1 24 | $2.6B | $2.0B |
总资产
BKU
RGEN
| Q4 25 | $35.0B | $2.9B | ||
| Q3 25 | $35.1B | $2.9B | ||
| Q2 25 | $35.5B | $2.9B | ||
| Q1 25 | $34.8B | $2.9B | ||
| Q4 24 | $35.2B | $2.8B | ||
| Q3 24 | $35.8B | $2.8B | ||
| Q2 24 | $35.4B | $2.9B | ||
| Q1 24 | $35.1B | $2.8B |
负债/权益比
BKU
RGEN
| Q4 25 | 0.10× | 0.26× | ||
| Q3 25 | 0.11× | 0.26× | ||
| Q2 25 | 0.24× | — | ||
| Q1 25 | 0.24× | — | ||
| Q4 24 | 0.25× | 0.27× | ||
| Q3 24 | 0.25× | — | ||
| Q2 24 | 0.26× | — | ||
| Q1 24 | 0.27× | — |
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 | $358.6M | $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
BKU
RGEN
| Q4 25 | $358.6M | $25.7M | ||
| Q3 25 | $99.7M | $48.1M | ||
| Q2 25 | $117.6M | $28.6M | ||
| Q1 25 | $16.4M | $15.0M | ||
| Q4 24 | $433.8M | $39.2M | ||
| Q3 24 | $46.1M | $49.3M | ||
| Q2 24 | $135.7M | $42.2M | ||
| Q1 24 | $66.5M | $44.7M |
自由现金流
BKU
RGEN
| Q4 25 | — | $17.6M | ||
| Q3 25 | — | $43.4M | ||
| Q2 25 | — | $21.5M | ||
| Q1 25 | — | $11.4M | ||
| Q4 24 | — | $33.6M | ||
| Q3 24 | — | $42.3M | ||
| Q2 24 | — | $37.4M | ||
| Q1 24 | — | $36.4M |
自由现金流率
BKU
RGEN
| Q4 25 | — | 8.9% | ||
| Q3 25 | — | 23.0% | ||
| Q2 25 | — | 11.8% | ||
| Q1 25 | — | 6.8% | ||
| Q4 24 | — | 19.3% | ||
| Q3 24 | — | 27.3% | ||
| Q2 24 | — | 24.3% | ||
| Q1 24 | — | 24.0% |
资本支出强度
BKU
RGEN
| Q4 25 | — | 4.1% | ||
| Q3 25 | — | 2.5% | ||
| Q2 25 | — | 3.9% | ||
| Q1 25 | — | 2.1% | ||
| Q4 24 | — | 3.2% | ||
| Q3 24 | — | 4.5% | ||
| Q2 24 | — | 3.1% | ||
| Q1 24 | — | 5.5% |
现金转化率
BKU
RGEN
| Q4 25 | — | 1.93× | ||
| Q3 25 | 1.39× | 3.23× | ||
| Q2 25 | 1.71× | 1.92× | ||
| Q1 25 | 0.28× | 2.57× | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.75× | — | ||
| Q2 24 | 2.53× | 12.70× | ||
| Q1 24 | 1.39× | 21.35× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图