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Broadstone Net Lease, Inc.（BNL）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Broadstone Net Lease, Inc.的1.6倍（$197.9M vs $121.4M），Broadstone Net Lease, Inc.净利率更高（38.2% vs 6.7%，领先31.5%），REPLIGEN CORP同比增速更快（13.6% vs 11.7%），过去两年REPLIGEN CORP的营收复合增速更高（14.4% vs 7.1%）
Broadstone Net Lease, Inc.是一家房地产投资信托公司，主要在美国市场收购、持有并管理单一租户商业地产资产组合，覆盖工业设施、医疗物业、零售门店、办公空间等核心板块，所有物业均与租户签订长期净租赁协议。
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。
BNL vs RGEN — 直观对比
营收规模更大
RGEN
是对方的1.6倍
$121.4M
营收增速更快
RGEN
高出2.0%
11.7%
净利率更高
BNL
高出31.5%
6.7%
两年增速更快
RGEN
近两年复合增速
7.1%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $121.4M | $197.9M |
| 净利润 | $46.4M | $13.3M |
| 毛利率 | — | 52.5% |
| 营业利润率 | 52.2% | 9.0% |
| 净利率 | 38.2% | 6.7% |
| 营收同比 | 11.7% | 13.6% |
| 净利润同比 | — | 143.9% |
| 每股收益（稀释后） | $0.24 | $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BNLRGEN
| Q1 26 | $121.4M | — | ||
| Q4 25 | $118.3M | $197.9M | ||
| Q3 25 | $114.2M | $188.8M | ||
| Q2 25 | $113.0M | $182.4M | ||
| Q1 25 | $108.7M | $169.2M | ||
| Q4 24 | $112.1M | $174.1M | ||
| Q3 24 | $108.4M | $154.9M | ||
| Q2 24 | $105.9M | $154.1M |
净利润BNLRGEN
| Q1 26 | $46.4M | — | ||
| Q4 25 | $33.1M | $13.3M | ||
| Q3 25 | $26.5M | $14.9M | ||
| Q2 25 | $20.2M | $14.9M | ||
| Q1 25 | $16.7M | $5.8M | ||
| Q4 24 | $26.4M | $-30.3M | ||
| Q3 24 | $35.6M | $-654.0K | ||
| Q2 24 | $35.3M | $3.3M |
毛利率BNLRGEN
| Q1 26 | — | — | ||
| 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% |
营业利润率BNLRGEN
| Q1 26 | 52.2% | — | ||
| Q4 25 | — | 9.0% | ||
| Q3 25 | — | 8.9% | ||
| Q2 25 | — | 7.6% | ||
| Q1 25 | — | 3.9% | ||
| Q4 24 | — | -17.7% | ||
| Q3 24 | — | -5.1% | ||
| Q2 24 | — | 1.0% |
净利率BNLRGEN
| Q1 26 | 38.2% | — | ||
| Q4 25 | 28.0% | 6.7% | ||
| Q3 25 | 23.2% | 7.9% | ||
| Q2 25 | 17.8% | 8.2% | ||
| Q1 25 | 15.4% | 3.4% | ||
| Q4 24 | 23.5% | -17.4% | ||
| Q3 24 | 32.8% | -0.4% | ||
| Q2 24 | 33.4% | 2.2% |
每股收益（稀释后）BNLRGEN
| Q1 26 | $0.24 | — | ||
| Q4 25 | $0.17 | $0.24 | ||
| Q3 25 | $0.14 | $0.26 | ||
| Q2 25 | $0.10 | $0.26 | ||
| Q1 25 | $0.09 | $0.10 | ||
| Q4 24 | $0.13 | $-0.55 | ||
| Q3 24 | $0.19 | $-0.01 | ||
| Q2 24 | $0.19 | $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 | $20.3M | $767.6M |
| 总债务越低越好 | — | $542.2M |
| 股东权益账面价值 | $3.0B | $2.1B |
| 总资产 | $5.8B | $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BNLRGEN
| Q1 26 | $20.3M | — | ||
| Q4 25 | $30.5M | $767.6M | ||
| Q3 25 | $82.0M | $748.7M | ||
| Q2 25 | $20.8M | $708.9M | ||
| Q1 25 | $9.6M | $697.2M | ||
| Q4 24 | $14.8M | $757.4M | ||
| Q3 24 | $9.0M | $784.0M | ||
| Q2 24 | $18.3M | $809.1M |
总债务BNLRGEN
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $542.2M | ||
| Q3 25 | $2.4B | $537.9M | ||
| Q2 25 | $2.1B | — | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $1.9B | $525.6M | ||
| Q3 24 | $2.0B | — | ||
| Q2 24 | $1.9B | — |
股东权益BNLRGEN
| Q1 26 | $3.0B | — | ||
| Q4 25 | $2.9B | $2.1B | ||
| Q3 25 | $2.9B | $2.1B | ||
| Q2 25 | $2.9B | $2.1B | ||
| Q1 25 | $2.9B | $2.0B | ||
| Q4 24 | $3.0B | $2.0B | ||
| Q3 24 | $3.0B | $2.0B | ||
| Q2 24 | $3.1B | $2.0B |
总资产BNLRGEN
| Q1 26 | $5.8B | — | ||
| Q4 25 | $5.7B | $2.9B | ||
| Q3 25 | $5.5B | $2.9B | ||
| Q2 25 | $5.3B | $2.9B | ||
| Q1 25 | $5.2B | $2.9B | ||
| Q4 24 | $5.2B | $2.8B | ||
| Q3 24 | $5.3B | $2.8B | ||
| Q2 24 | $5.3B | $2.9B |
负债/权益比BNLRGEN
| Q1 26 | — | — | ||
| Q4 25 | 0.87× | 0.26× | ||
| Q3 25 | 0.82× | 0.26× | ||
| Q2 25 | 0.73× | — | ||
| Q1 25 | 0.68× | — | ||
| Q4 24 | 0.64× | 0.27× | ||
| Q3 24 | 0.65× | — | ||
| Q2 24 | 0.62× | — |
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BNLRGEN
| Q1 26 | — | — | ||
| Q4 25 | $299.5M | $25.7M | ||
| Q3 25 | $64.2M | $48.1M | ||
| Q2 25 | $79.3M | $28.6M | ||
| Q1 25 | $71.5M | $15.0M | ||
| Q4 24 | $276.3M | $39.2M | ||
| Q3 24 | $67.3M | $49.3M | ||
| Q2 24 | $74.2M | $42.2M |
自由现金流BNLRGEN
| Q1 26 | — | — | ||
| Q4 25 | $269.8M | $17.6M | ||
| Q3 25 | $58.0M | $43.4M | ||
| Q2 25 | $76.7M | $21.5M | ||
| Q1 25 | $57.1M | $11.4M | ||
| Q4 24 | $259.5M | $33.6M | ||
| Q3 24 | $60.3M | $42.3M | ||
| Q2 24 | $74.0M | $37.4M |
自由现金流率BNLRGEN
| Q1 26 | — | — | ||
| Q4 25 | 228.1% | 8.9% | ||
| Q3 25 | 50.8% | 23.0% | ||
| Q2 25 | 67.9% | 11.8% | ||
| Q1 25 | 52.5% | 6.8% | ||
| Q4 24 | 231.4% | 19.3% | ||
| Q3 24 | 55.6% | 27.3% | ||
| Q2 24 | 69.9% | 24.3% |
资本支出强度BNLRGEN
| Q1 26 | — | — | ||
| Q4 25 | 25.1% | 4.1% | ||
| Q3 25 | 5.4% | 2.5% | ||
| Q2 25 | 2.3% | 3.9% | ||
| Q1 25 | 13.2% | 2.1% | ||
| Q4 24 | 15.0% | 3.2% | ||
| Q3 24 | 6.5% | 4.5% | ||
| Q2 24 | 0.2% | 3.1% |
现金转化率BNLRGEN
| Q1 26 | — | — | ||
| Q4 25 | 9.04× | 1.93× | ||
| Q3 25 | 2.43× | 3.23× | ||
| Q2 25 | 3.93× | 1.92× | ||
| Q1 25 | 4.27× | 2.57× | ||
| Q4 24 | 10.47× | — | ||
| Q3 24 | 1.89× | — | ||
| Q2 24 | 2.10× | 12.70× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
