vs
奔特力系统（BSY）与REPLIGEN CORP（RGEN）财务数据对比。点击上方公司名可切换其他公司
奔特力系统的季度营收约是REPLIGEN CORP的2.0倍（$391.6M vs $197.9M），奔特力系统净利率更高（15.0% vs 6.7%，领先8.3%），REPLIGEN CORP同比增速更快（13.6% vs 11.9%），奔特力系统自由现金流更多（$136.2M vs $17.6M），过去两年REPLIGEN CORP的营收复合增速更高（14.4% vs 7.7%）
奔特力系统是总部位于美国的软件开发企业，面向全球基础设施的设计、建造及运营全周期，提供软件产品授权、销售及相关技术支持服务。旗下产品覆盖建筑、工厂、土木、地理空间等领域，广泛应用于建筑工程施工及运营场景，支撑各类大型建成资产的全生命周期管理。
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。
BSY vs RGEN — 直观对比
营收规模更大
BSY
是对方的2.0倍
$197.9M
营收增速更快
RGEN
高出1.7%
11.9%
净利率更高
BSY
高出8.3%
6.7%
自由现金流更多
BSY
多$118.6M
$17.6M
两年增速更快
RGEN
近两年复合增速
7.7%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $391.6M | $197.9M |
| 净利润 | $58.6M | $13.3M |
| 毛利率 | 81.9% | 52.5% |
| 营业利润率 | 20.0% | 9.0% |
| 净利率 | 15.0% | 6.7% |
| 营收同比 | 11.9% | 13.6% |
| 净利润同比 | 17.1% | 143.9% |
| 每股收益（稀释后） | $0.17 | $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BSYRGEN
| Q4 25 | $391.6M | $197.9M | ||
| Q3 25 | $375.5M | $188.8M | ||
| Q2 25 | $364.1M | $182.4M | ||
| Q1 25 | $370.5M | $169.2M | ||
| Q4 24 | $349.8M | $174.1M | ||
| Q3 24 | $335.2M | $154.9M | ||
| Q2 24 | $330.3M | $154.1M | ||
| Q1 24 | $337.8M | $151.3M |
净利润BSYRGEN
| Q4 25 | $58.6M | $13.3M | ||
| Q3 25 | $57.4M | $14.9M | ||
| Q2 25 | $70.5M | $14.9M | ||
| Q1 25 | $91.4M | $5.8M | ||
| Q4 24 | $50.1M | $-30.3M | ||
| Q3 24 | $42.3M | $-654.0K | ||
| Q2 24 | $72.0M | $3.3M | ||
| Q1 24 | $70.3M | $2.1M |
毛利率BSYRGEN
| Q4 25 | 81.9% | 52.5% | ||
| Q3 25 | 80.8% | 53.2% | ||
| Q2 25 | 81.1% | 50.0% | ||
| Q1 25 | 82.3% | 53.6% | ||
| Q4 24 | 80.6% | 26.1% | ||
| Q3 24 | 80.7% | 50.0% | ||
| Q2 24 | 80.9% | 49.8% | ||
| Q1 24 | 81.7% | 49.5% |
营业利润率BSYRGEN
| Q4 25 | 20.0% | 9.0% | ||
| Q3 25 | 22.5% | 8.9% | ||
| Q2 25 | 23.2% | 7.6% | ||
| Q1 25 | 31.1% | 3.9% | ||
| Q4 24 | 17.6% | -17.7% | ||
| Q3 24 | 20.5% | -5.1% | ||
| Q2 24 | 24.3% | 1.0% | ||
| Q1 24 | 27.2% | 1.3% |
净利率BSYRGEN
| Q4 25 | 15.0% | 6.7% | ||
| Q3 25 | 15.3% | 7.9% | ||
| Q2 25 | 19.4% | 8.2% | ||
| Q1 25 | 24.7% | 3.4% | ||
| Q4 24 | 14.3% | -17.4% | ||
| Q3 24 | 12.6% | -0.4% | ||
| Q2 24 | 21.8% | 2.2% | ||
| Q1 24 | 20.8% | 1.4% |
每股收益（稀释后）BSYRGEN
| Q4 25 | $0.17 | $0.24 | ||
| Q3 25 | $0.18 | $0.26 | ||
| Q2 25 | $0.22 | $0.26 | ||
| Q1 25 | $0.28 | $0.10 | ||
| Q4 24 | $0.15 | $-0.55 | ||
| Q3 24 | $0.13 | $-0.01 | ||
| Q2 24 | $0.22 | $0.06 | ||
| Q1 24 | $0.22 | $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 | $123.3M | $767.6M |
| 总债务越低越好 | $1.2B | $542.2M |
| 股东权益账面价值 | $1.2B | $2.1B |
| 总资产 | $3.6B | $2.9B |
| 负债/权益比越低杠杆越低 | 1.05× | 0.26× |
8季度趋势，按日历期对齐
现金及短期投资BSYRGEN
| Q4 25 | $123.3M | $767.6M | ||
| Q3 25 | $165.4M | $748.7M | ||
| Q2 25 | $89.6M | $708.9M | ||
| Q1 25 | $83.6M | $697.2M | ||
| Q4 24 | $64.0M | $757.4M | ||
| Q3 24 | $72.2M | $784.0M | ||
| Q2 24 | $51.3M | $809.1M | ||
| Q1 24 | $141.6M | $780.6M |
总债务BSYRGEN
| Q4 25 | $1.2B | $542.2M | ||
| Q3 25 | $1.2B | $537.9M | ||
| Q2 25 | $1.2B | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | $1.4B | $525.6M | ||
| Q3 24 | $1.4B | — | ||
| Q2 24 | $1.3B | — | ||
| Q1 24 | $1.4B | — |
股东权益BSYRGEN
| Q4 25 | $1.2B | $2.1B | ||
| Q3 25 | $1.2B | $2.1B | ||
| Q2 25 | $1.2B | $2.1B | ||
| Q1 25 | $1.1B | $2.0B | ||
| Q4 24 | $1.0B | $2.0B | ||
| Q3 24 | $1.0B | $2.0B | ||
| Q2 24 | $984.5M | $2.0B | ||
| Q1 24 | $932.6M | $2.0B |
总资产BSYRGEN
| Q4 25 | $3.6B | $2.9B | ||
| Q3 25 | $3.5B | $2.9B | ||
| Q2 25 | $3.4B | $2.9B | ||
| Q1 25 | $3.4B | $2.9B | ||
| Q4 24 | $3.4B | $2.8B | ||
| Q3 24 | $3.4B | $2.8B | ||
| Q2 24 | $3.3B | $2.9B | ||
| Q1 24 | $3.4B | $2.8B |
负债/权益比BSYRGEN
| Q4 25 | 1.05× | 0.26× | ||
| Q3 25 | 1.04× | 0.26× | ||
| Q2 25 | 1.07× | — | ||
| Q1 25 | 1.13× | — | ||
| Q4 24 | 1.33× | 0.27× | ||
| Q3 24 | 1.37× | — | ||
| Q2 24 | 1.36× | — | ||
| Q1 24 | 1.54× | — |
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 | $141.6M | $25.7M |
| 自由现金流经营现金流 - 资本支出 | $136.2M | $17.6M |
| 自由现金流率自由现金流/营收 | 34.8% | 8.9% |
| 资本支出强度资本支出/营收 | 1.4% | 4.1% |
| 现金转化率经营现金流/净利润 | 2.41× | 1.93× |
| 过去12个月自由现金流最近4个季度 | $520.2M | $93.9M |
8季度趋势，按日历期对齐
经营现金流BSYRGEN
| Q4 25 | $141.6M | $25.7M | ||
| Q3 25 | $116.4M | $48.1M | ||
| Q2 25 | $61.1M | $28.6M | ||
| Q1 25 | $219.4M | $15.0M | ||
| Q4 24 | $81.6M | $39.2M | ||
| Q3 24 | $86.1M | $49.3M | ||
| Q2 24 | $62.6M | $42.2M | ||
| Q1 24 | $205.0M | $44.7M |
自由现金流BSYRGEN
| Q4 25 | $136.2M | $17.6M | ||
| Q3 25 | $110.7M | $43.4M | ||
| Q2 25 | $57.0M | $21.5M | ||
| Q1 25 | $216.4M | $11.4M | ||
| Q4 24 | $76.1M | $33.6M | ||
| Q3 24 | $84.3M | $42.3M | ||
| Q2 24 | $59.5M | $37.4M | ||
| Q1 24 | $201.4M | $36.4M |
自由现金流率BSYRGEN
| Q4 25 | 34.8% | 8.9% | ||
| Q3 25 | 29.5% | 23.0% | ||
| Q2 25 | 15.7% | 11.8% | ||
| Q1 25 | 58.4% | 6.8% | ||
| Q4 24 | 21.7% | 19.3% | ||
| Q3 24 | 25.1% | 27.3% | ||
| Q2 24 | 18.0% | 24.3% | ||
| Q1 24 | 59.6% | 24.0% |
资本支出强度BSYRGEN
| Q4 25 | 1.4% | 4.1% | ||
| Q3 25 | 1.5% | 2.5% | ||
| Q2 25 | 1.1% | 3.9% | ||
| Q1 25 | 0.8% | 2.1% | ||
| Q4 24 | 1.6% | 3.2% | ||
| Q3 24 | 0.5% | 4.5% | ||
| Q2 24 | 0.9% | 3.1% | ||
| Q1 24 | 1.1% | 5.5% |
现金转化率BSYRGEN
| Q4 25 | 2.41× | 1.93× | ||
| Q3 25 | 2.03× | 3.23× | ||
| Q2 25 | 0.87× | 1.92× | ||
| Q1 25 | 2.40× | 2.57× | ||
| Q4 24 | 1.63× | — | ||
| Q3 24 | 2.03× | — | ||
| Q2 24 | 0.87× | 12.70× | ||
| Q1 24 | 2.92× | 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
BSY
| Enterprise License Subscriptions | $163.4M | 42% |
| Term License Subscriptions | $122.7M | 31% |
| SELECT Subscriptions | $70.6M | 18% |
| Professional Services Other | $17.2M | 4% |
| Perpetual Licenses | $14.3M | 4% |
| Professional Services Recurring | $3.5M | 1% |
RGEN
暂无分部数据
