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Bumble Inc.（BMBL）与REPLIGEN CORP（RGEN）财务数据对比。点击上方公司名可切换其他公司
Bumble Inc.的季度营收约是REPLIGEN CORP的1.1倍（$224.2M vs $197.9M），REPLIGEN CORP净利率更高（6.7% vs -218.7%，领先225.4%），REPLIGEN CORP同比增速更快（13.6% vs -14.3%），过去两年REPLIGEN CORP的营收复合增速更高（14.4% vs -8.5%）
Bumble是一款主打在线交友与社交的移动应用，由惠特尼·沃尔夫·赫德创立，于2014年12月正式推出，目前由Bumble Inc.运营，该集团同时拥有知名交友平台Badoo。
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。
BMBL vs RGEN — 直观对比
营收规模更大
BMBL
是对方的1.1倍
$197.9M
营收增速更快
RGEN
高出28.0%
-14.3%
净利率更高
RGEN
高出225.4%
-218.7%
两年增速更快
RGEN
近两年复合增速
-8.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $224.2M | $197.9M |
| 净利润 | $-490.2M | $13.3M |
| 毛利率 | 71.2% | 52.5% |
| 营业利润率 | -256.8% | 9.0% |
| 净利率 | -218.7% | 6.7% |
| 营收同比 | -14.3% | 13.6% |
| 净利润同比 | -11829.5% | 143.9% |
| 每股收益（稀释后） | $-3.96 | $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BMBLRGEN
| Q4 25 | $224.2M | $197.9M | ||
| Q3 25 | $246.2M | $188.8M | ||
| Q2 25 | $248.2M | $182.4M | ||
| Q1 25 | $247.1M | $169.2M | ||
| Q4 24 | $261.6M | $174.1M | ||
| Q3 24 | $273.6M | $154.9M | ||
| Q2 24 | $268.6M | $154.1M | ||
| Q1 24 | $267.8M | $151.3M |
净利润BMBLRGEN
| Q4 25 | $-490.2M | $13.3M | ||
| Q3 25 | $37.3M | $14.9M | ||
| Q2 25 | $-253.7M | $14.9M | ||
| Q1 25 | $13.4M | $5.8M | ||
| Q4 24 | $4.2M | $-30.3M | ||
| Q3 24 | $-613.2M | $-654.0K | ||
| Q2 24 | $27.4M | $3.3M | ||
| Q1 24 | $24.6M | $2.1M |
毛利率BMBLRGEN
| Q4 25 | 71.2% | 52.5% | ||
| Q3 25 | 71.9% | 53.2% | ||
| Q2 25 | 70.1% | 50.0% | ||
| Q1 25 | 70.3% | 53.6% | ||
| Q4 24 | — | 26.1% | ||
| Q3 24 | — | 50.0% | ||
| Q2 24 | — | 49.8% | ||
| Q1 24 | 99.1% | 49.5% |
营业利润率BMBLRGEN
| Q4 25 | -256.8% | 9.0% | ||
| Q3 25 | 25.9% | 8.9% | ||
| Q2 25 | -136.3% | 7.6% | ||
| Q1 25 | 18.1% | 3.9% | ||
| Q4 24 | 14.1% | -17.7% | ||
| Q3 24 | -306.3% | -5.1% | ||
| Q2 24 | 19.3% | 1.0% | ||
| Q1 24 | 18.2% | 1.3% |
净利率BMBLRGEN
| Q4 25 | -218.7% | 6.7% | ||
| Q3 25 | 15.2% | 7.9% | ||
| Q2 25 | -102.2% | 8.2% | ||
| Q1 25 | 5.4% | 3.4% | ||
| Q4 24 | 1.6% | -17.4% | ||
| Q3 24 | -224.1% | -0.4% | ||
| Q2 24 | 10.2% | 2.2% | ||
| Q1 24 | 9.2% | 1.4% |
每股收益（稀释后）BMBLRGEN
| Q4 25 | $-3.96 | $0.24 | ||
| Q3 25 | $0.33 | $0.26 | ||
| Q2 25 | $-2.45 | $0.26 | ||
| Q1 25 | $0.13 | $0.10 | ||
| Q4 24 | $0.09 | $-0.55 | ||
| Q3 24 | $-5.11 | $-0.01 | ||
| Q2 24 | $0.22 | $0.06 | ||
| Q1 24 | $0.19 | $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 | $175.8M | $767.6M |
| 总债务越低越好 | $590.6M | $542.2M |
| 股东权益账面价值 | $570.0M | $2.1B |
| 总资产 | $1.4B | $2.9B |
| 负债/权益比越低杠杆越低 | 1.04× | 0.26× |
8季度趋势，按日历期对齐
现金及短期投资BMBLRGEN
| Q4 25 | $175.8M | $767.6M | ||
| Q3 25 | $307.9M | $748.7M | ||
| Q2 25 | $261.7M | $708.9M | ||
| Q1 25 | $202.2M | $697.2M | ||
| Q4 24 | $204.3M | $757.4M | ||
| Q3 24 | $252.1M | $784.0M | ||
| Q2 24 | $286.7M | $809.1M | ||
| Q1 24 | $262.7M | $780.6M |
总债务BMBLRGEN
| Q4 25 | $590.6M | $542.2M | ||
| Q3 25 | — | $537.9M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $621.3M | $525.6M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益BMBLRGEN
| Q4 25 | $570.0M | $2.1B | ||
| Q3 25 | $675.5M | $2.1B | ||
| Q2 25 | $577.6M | $2.1B | ||
| Q1 25 | $814.5M | $2.0B | ||
| Q4 24 | $824.5M | $2.0B | ||
| Q3 24 | $852.6M | $2.0B | ||
| Q2 24 | $1.7B | $2.0B | ||
| Q1 24 | $1.6B | $2.0B |
总资产BMBLRGEN
| Q4 25 | $1.4B | $2.9B | ||
| Q3 25 | $2.2B | $2.9B | ||
| Q2 25 | $2.2B | $2.9B | ||
| Q1 25 | $2.5B | $2.9B | ||
| Q4 24 | $2.5B | $2.8B | ||
| Q3 24 | $2.6B | $2.8B | ||
| Q2 24 | $3.5B | $2.9B | ||
| Q1 24 | $3.5B | $2.8B |
负债/权益比BMBLRGEN
| Q4 25 | 1.04× | 0.26× | ||
| Q3 25 | — | 0.26× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.75× | 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 | $59.1M | $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BMBLRGEN
| Q4 25 | $59.1M | $25.7M | ||
| Q3 25 | $76.8M | $48.1M | ||
| Q2 25 | $71.2M | $28.6M | ||
| Q1 25 | $43.2M | $15.0M | ||
| Q4 24 | $-5.4M | $39.2M | ||
| Q3 24 | $93.5M | $49.3M | ||
| Q2 24 | $32.9M | $42.2M | ||
| Q1 24 | $2.4M | $44.7M |
自由现金流BMBLRGEN
| 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BMBLRGEN
| 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BMBLRGEN
| 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BMBLRGEN
| Q4 25 | — | 1.93× | ||
| Q3 25 | 2.06× | 3.23× | ||
| Q2 25 | — | 1.92× | ||
| Q1 25 | 3.22× | 2.57× | ||
| Q4 24 | -1.29× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 1.20× | 12.70× | ||
| Q1 24 | 0.10× | 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
BMBL
| Bumble App | $181.0M | 81% |
| Badoo App And Other | $43.2M | 19% |
RGEN
暂无分部数据
