vs
Blend Labs, Inc.（BLND）与REGENXBIO Inc.（RGNX）财务数据对比。点击上方公司名可切换其他公司
Blend Labs, Inc.的季度营收约是REGENXBIO Inc.的1.1倍（$32.4M vs $30.3M），Blend Labs, Inc.净利率更高（-7.8% vs -221.3%，领先213.5%），REGENXBIO Inc.同比增速更快（43.0% vs 7.6%），Blend Labs, Inc.自由现金流更多（$-21.0K vs $-52.8M），过去两年REGENXBIO Inc.的营收复合增速更高（39.4% vs 16.6%）
GU Energy Labs是一家总部位于美国加利福尼亚州伯克利的运动营养产品生产商，核心产品为深受耐力运动爱好者青睐的能量胶，可在各类运动中快速易消化吸收。此外品牌还推出能量咀嚼糖、冲调饮品、补水片、 stroopwafel荷蘭焦糖煎餅以及Roctane系列产品，涵盖能量冲饮、蛋白恢复冲饮、能量胶和胶囊等，公司于1994年由比尔·沃恩创立。
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。
BLND vs RGNX — 直观对比
营收规模更大
BLND
是对方的1.1倍
$30.3M
营收增速更快
RGNX
高出35.4%
7.6%
净利率更高
BLND
高出213.5%
-221.3%
自由现金流更多
BLND
多$52.8M
$-52.8M
两年增速更快
RGNX
近两年复合增速
16.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $32.4M | $30.3M |
| 净利润 | $-2.5M | $-67.1M |
| 毛利率 | 75.7% | — |
| 营业利润率 | -11.1% | -190.0% |
| 净利率 | -7.8% | -221.3% |
| 营收同比 | 7.6% | 43.0% |
| 净利润同比 | -207.0% | -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BLNDRGNX
| Q4 25 | $32.4M | $30.3M | ||
| Q3 25 | $32.7M | $29.7M | ||
| Q2 25 | $31.6M | $21.4M | ||
| Q1 25 | $26.8M | $89.0M | ||
| Q4 24 | $30.1M | $21.2M | ||
| Q3 24 | $33.1M | $24.2M | ||
| Q2 24 | $28.7M | $22.3M | ||
| Q1 24 | $23.8M | $15.6M |
净利润BLNDRGNX
| Q4 25 | $-2.5M | $-67.1M | ||
| Q3 25 | $12.1M | $-61.9M | ||
| Q2 25 | $-6.8M | $-70.9M | ||
| Q1 25 | $-9.5M | $6.1M | ||
| Q4 24 | $-825.0K | $-51.2M | ||
| Q3 24 | $-2.4M | $-59.6M | ||
| Q2 24 | $-19.4M | $-53.0M | ||
| Q1 24 | $-20.7M | $-63.3M |
毛利率BLNDRGNX
| Q4 25 | 75.7% | — | ||
| Q3 25 | 74.3% | — | ||
| Q2 25 | 73.8% | — | ||
| Q1 25 | 70.8% | — | ||
| Q4 24 | 74.2% | 70.2% | ||
| Q3 24 | 74.0% | 48.8% | ||
| Q2 24 | 70.9% | 52.5% | ||
| Q1 24 | 67.3% | 72.6% |
营业利润率BLNDRGNX
| Q4 25 | -11.1% | -190.0% | ||
| Q3 25 | -16.4% | -176.3% | ||
| Q2 25 | -15.3% | -296.3% | ||
| Q1 25 | -29.7% | 13.6% | ||
| Q4 24 | -10.9% | -242.1% | ||
| Q3 24 | -34.1% | -256.6% | ||
| Q2 24 | -45.5% | -251.3% | ||
| Q1 24 | -89.0% | -408.8% |
净利率BLNDRGNX
| Q4 25 | -7.8% | -221.3% | ||
| Q3 25 | 37.0% | -208.3% | ||
| Q2 25 | -21.6% | -331.8% | ||
| Q1 25 | -35.5% | 6.8% | ||
| Q4 24 | -2.7% | -241.3% | ||
| Q3 24 | -7.4% | -246.3% | ||
| Q2 24 | -67.6% | -237.7% | ||
| Q1 24 | -86.7% | -405.4% |
每股收益（稀释后）BLNDRGNX
| Q4 25 | — | $-1.30 | ||
| Q3 25 | $0.02 | $-1.20 | ||
| Q2 25 | — | $-1.38 | ||
| Q1 25 | — | $0.12 | ||
| Q4 24 | $-0.03 | $-0.99 | ||
| Q3 24 | $-0.03 | $-1.17 | ||
| Q2 24 | $-0.09 | $-1.05 | ||
| Q1 24 | $-0.09 | $-1.38 |
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 | $68.3M | $230.1M |
| 总债务越低越好 | $0 | — |
| 股东权益账面价值 | $-30.5M | $102.7M |
| 总资产 | $170.0M | $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BLNDRGNX
| Q4 25 | $68.3M | $230.1M | ||
| Q3 25 | $77.3M | $274.2M | ||
| Q2 25 | $88.3M | $323.3M | ||
| Q1 25 | $104.8M | $267.9M | ||
| Q4 24 | $94.2M | $234.7M | ||
| Q3 24 | $112.3M | $255.5M | ||
| Q2 24 | $108.9M | $290.4M | ||
| Q1 24 | $121.1M | $338.7M |
总债务BLNDRGNX
| Q4 25 | $0 | — | ||
| Q3 25 | $0 | — | ||
| Q2 25 | $0 | — | ||
| Q1 25 | $0 | — | ||
| Q4 24 | $0 | — | ||
| Q3 24 | $0 | — | ||
| Q2 24 | $0 | — | ||
| Q1 24 | $138.9M | — |
股东权益BLNDRGNX
| Q4 25 | $-30.5M | $102.7M | ||
| Q3 25 | $-13.4M | $161.5M | ||
| Q2 25 | $-23.1M | $213.7M | ||
| Q1 25 | $-17.2M | $274.2M | ||
| Q4 24 | $-56.4M | $259.7M | ||
| Q3 24 | $-49.6M | $301.4M | ||
| Q2 24 | $-45.5M | $348.3M | ||
| Q1 24 | $-35.8M | $390.7M |
总资产BLNDRGNX
| Q4 25 | $170.0M | $453.0M | ||
| Q3 25 | $188.6M | $525.2M | ||
| Q2 25 | $182.2M | $581.0M | ||
| Q1 25 | $187.5M | $490.9M | ||
| Q4 24 | $178.1M | $466.0M | ||
| Q3 24 | $186.1M | $519.1M | ||
| Q2 24 | $185.4M | $569.4M | ||
| Q1 24 | $201.8M | $629.2M |
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 | $1.5M | $-52.3M |
| 自由现金流经营现金流 - 资本支出 | $-21.0K | $-52.8M |
| 自由现金流率自由现金流/营收 | -0.1% | -174.0% |
| 资本支出强度资本支出/营收 | 4.8% | 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 | $-81.0K | $-126.4M |
8季度趋势，按日历期对齐
经营现金流BLNDRGNX
| Q4 25 | $1.5M | $-52.3M | ||
| Q3 25 | $-3.6M | $-56.0M | ||
| Q2 25 | $-6.5M | $-49.3M | ||
| Q1 25 | $20.1M | $33.6M | ||
| Q4 24 | $-4.6M | $-31.6M | ||
| Q3 24 | $2.1M | $-40.5M | ||
| Q2 24 | $-6.7M | $-45.5M | ||
| Q1 24 | $-3.9M | $-55.5M |
自由现金流BLNDRGNX
| Q4 25 | $-21.0K | $-52.8M | ||
| Q3 25 | $-5.8M | $-56.5M | ||
| Q2 25 | $-10.1M | $-49.7M | ||
| Q1 25 | $15.8M | $32.6M | ||
| Q4 24 | $-7.1M | $-32.7M | ||
| Q3 24 | $-1.4M | $-40.9M | ||
| Q2 24 | $-8.5M | $-46.0M | ||
| Q1 24 | $-5.8M | $-56.0M |
自由现金流率BLNDRGNX
| Q4 25 | -0.1% | -174.0% | ||
| Q3 25 | -17.6% | -189.9% | ||
| Q2 25 | -31.9% | -232.8% | ||
| Q1 25 | 58.9% | 36.6% | ||
| Q4 24 | -23.5% | -154.2% | ||
| Q3 24 | -4.1% | -168.9% | ||
| Q2 24 | -29.7% | -206.2% | ||
| Q1 24 | -24.5% | -358.5% |
资本支出强度BLNDRGNX
| Q4 25 | 4.8% | 1.7% | ||
| Q3 25 | 6.5% | 1.7% | ||
| Q2 25 | 11.4% | 1.8% | ||
| Q1 25 | 16.1% | 1.2% | ||
| Q4 24 | 8.3% | 5.1% | ||
| Q3 24 | 10.4% | 1.3% | ||
| Q2 24 | 6.5% | 2.1% | ||
| Q1 24 | 8.2% | 3.6% |
现金转化率BLNDRGNX
| Q4 25 | — | — | ||
| Q3 25 | -0.30× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 5.53× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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
BLND
| Mortgage Suite | $18.9M | 58% |
| Consumer Banking Suite | $11.4M | 35% |
| Professional Services | $2.1M | 6% |
RGNX
| Novartis Gene Therapies | $24.2M | 80% |
| Nippon Shinyaku Collaboration And License Agreement | $4.3M | 14% |
| Nippon Shinyaku Services | $1.4M | 5% |
