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ChargePoint Holdings, Inc.（CHPT）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ChargePoint Holdings, Inc.的1.9倍（$197.9M vs $105.7M），REPLIGEN CORP净利率更高（6.7% vs -49.7%，领先56.4%），REPLIGEN CORP同比增速更快（13.6% vs 6.1%），REPLIGEN CORP自由现金流更多（$17.6M vs $-23.6M），过去两年REPLIGEN CORP的营收复合增速更高（14.4% vs -4.5%）
ChargePoint Holdings, Inc.是总部位于美国加利福尼亚州坎贝尔的电动汽车基础设施企业，运营着全球规模最大的独立所有电动汽车充电桩在线网络，站点覆盖14个国家，同时也自主研发生产相关充电技术设备。
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。
CHPT vs RGEN — 直观对比
营收规模更大
RGEN
是对方的1.9倍
$105.7M
营收增速更快
RGEN
高出7.6%
6.1%
净利率更高
RGEN
高出56.4%
-49.7%
自由现金流更多
RGEN
多$41.1M
$-23.6M
两年增速更快
RGEN
近两年复合增速
-4.5%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $105.7M | $197.9M |
| 净利润 | $-52.5M | $13.3M |
| 毛利率 | 30.7% | 52.5% |
| 营业利润率 | -42.0% | 9.0% |
| 净利率 | -49.7% | 6.7% |
| 营收同比 | 6.1% | 13.6% |
| 净利润同比 | 32.4% | 143.9% |
| 每股收益（稀释后） | $-2.23 | $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CHPTRGEN
| Q4 25 | $105.7M | $197.9M | ||
| Q3 25 | $98.6M | $188.8M | ||
| Q2 25 | $97.6M | $182.4M | ||
| Q1 25 | $101.9M | $169.2M | ||
| Q4 24 | $99.6M | $174.1M | ||
| Q3 24 | $108.5M | $154.9M | ||
| Q2 24 | $107.0M | $154.1M | ||
| Q1 24 | $115.8M | $151.3M |
净利润CHPTRGEN
| Q4 25 | $-52.5M | $13.3M | ||
| Q3 25 | $-66.2M | $14.9M | ||
| Q2 25 | $-57.1M | $14.9M | ||
| Q1 25 | $-58.8M | $5.8M | ||
| Q4 24 | $-77.6M | $-30.3M | ||
| Q3 24 | $-68.9M | $-654.0K | ||
| Q2 24 | $-71.8M | $3.3M | ||
| Q1 24 | $-94.7M | $2.1M |
毛利率CHPTRGEN
| Q4 25 | 30.7% | 52.5% | ||
| Q3 25 | 31.2% | 53.2% | ||
| Q2 25 | 28.7% | 50.0% | ||
| Q1 25 | 28.2% | 53.6% | ||
| Q4 24 | 22.9% | 26.1% | ||
| Q3 24 | 23.6% | 50.0% | ||
| Q2 24 | 22.1% | 49.8% | ||
| Q1 24 | 19.3% | 49.5% |
营业利润率CHPTRGEN
| Q4 25 | -42.0% | 9.0% | ||
| Q3 25 | -59.8% | 8.9% | ||
| Q2 25 | -55.1% | 7.6% | ||
| Q1 25 | -53.9% | 3.9% | ||
| Q4 24 | -68.4% | -17.7% | ||
| Q3 24 | -57.8% | -5.1% | ||
| Q2 24 | -62.7% | 1.0% | ||
| Q1 24 | -80.2% | 1.3% |
净利率CHPTRGEN
| Q4 25 | -49.7% | 6.7% | ||
| Q3 25 | -67.1% | 7.9% | ||
| Q2 25 | -58.5% | 8.2% | ||
| Q1 25 | -57.7% | 3.4% | ||
| Q4 24 | -77.9% | -17.4% | ||
| Q3 24 | -63.5% | -0.4% | ||
| Q2 24 | -67.1% | 2.2% | ||
| Q1 24 | -81.8% | 1.4% |
每股收益（稀释后）CHPTRGEN
| Q4 25 | $-2.23 | $0.24 | ||
| Q3 25 | $-2.85 | $0.26 | ||
| Q2 25 | $-0.12 | $0.26 | ||
| Q1 25 | $-5.83 | $0.10 | ||
| Q4 24 | $-3.56 | $-0.55 | ||
| Q3 24 | $-3.22 | $-0.01 | ||
| Q2 24 | $-0.17 | $0.06 | ||
| Q1 24 | $-23.36 | $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 | $180.5M | $767.6M |
| 总债务越低越好 | — | $542.2M |
| 股东权益账面价值 | $38.4M | $2.1B |
| 总资产 | $848.0M | $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CHPTRGEN
| Q4 25 | $180.5M | $767.6M | ||
| Q3 25 | $194.1M | $748.7M | ||
| Q2 25 | $195.9M | $708.9M | ||
| Q1 25 | $224.6M | $697.2M | ||
| Q4 24 | $219.4M | $757.4M | ||
| Q3 24 | $243.3M | $784.0M | ||
| Q2 24 | $261.9M | $809.1M | ||
| Q1 24 | $327.4M | $780.6M |
总债务CHPTRGEN
| Q4 25 | — | $542.2M | ||
| Q3 25 | — | $537.9M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $525.6M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益CHPTRGEN
| Q4 25 | $38.4M | $2.1B | ||
| Q3 25 | $70.7M | $2.1B | ||
| Q2 25 | $118.6M | $2.1B | ||
| Q1 25 | $137.5M | $2.0B | ||
| Q4 24 | $181.0M | $2.0B | ||
| Q3 24 | $230.9M | $2.0B | ||
| Q2 24 | $277.9M | $2.0B | ||
| Q1 24 | $327.7M | $2.0B |
总资产CHPTRGEN
| Q4 25 | $848.0M | $2.9B | ||
| Q3 25 | $870.3M | $2.9B | ||
| Q2 25 | $897.6M | $2.9B | ||
| Q1 25 | $898.2M | $2.9B | ||
| Q4 24 | $966.3M | $2.8B | ||
| Q3 24 | $1.0B | $2.8B | ||
| Q2 24 | $1.1B | $2.9B | ||
| Q1 24 | $1.1B | $2.8B |
负债/权益比CHPTRGEN
| Q4 25 | — | 0.26× | ||
| Q3 25 | — | 0.26× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 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 | $-22.5M | $25.7M |
| 自由现金流经营现金流 - 资本支出 | $-23.6M | $17.6M |
| 自由现金流率自由现金流/营收 | -22.3% | 8.9% |
| 资本支出强度资本支出/营收 | 1.0% | 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 | $-69.6M | $93.9M |
8季度趋势，按日历期对齐
经营现金流CHPTRGEN
| Q4 25 | $-22.5M | $25.7M | ||
| Q3 25 | $-6.2M | $48.1M | ||
| Q2 25 | $-33.0M | $28.6M | ||
| Q1 25 | $-2.7M | $15.0M | ||
| Q4 24 | $-30.6M | $39.2M | ||
| Q3 24 | $-51.2M | $49.3M | ||
| Q2 24 | $-62.5M | $42.2M | ||
| Q1 24 | $-41.5M | $44.7M |
自由现金流CHPTRGEN
| Q4 25 | $-23.6M | $17.6M | ||
| Q3 25 | $-7.5M | $43.4M | ||
| Q2 25 | $-34.0M | $21.5M | ||
| Q1 25 | $-4.6M | $11.4M | ||
| Q4 24 | $-33.4M | $33.6M | ||
| Q3 24 | $-55.0M | $42.3M | ||
| Q2 24 | $-66.0M | $37.4M | ||
| Q1 24 | $-46.2M | $36.4M |
自由现金流率CHPTRGEN
| Q4 25 | -22.3% | 8.9% | ||
| Q3 25 | -7.6% | 23.0% | ||
| Q2 25 | -34.9% | 11.8% | ||
| Q1 25 | -4.5% | 6.8% | ||
| Q4 24 | -33.5% | 19.3% | ||
| Q3 24 | -50.7% | 27.3% | ||
| Q2 24 | -61.7% | 24.3% | ||
| Q1 24 | -39.9% | 24.0% |
资本支出强度CHPTRGEN
| Q4 25 | 1.0% | 4.1% | ||
| Q3 25 | 1.3% | 2.5% | ||
| Q2 25 | 1.1% | 3.9% | ||
| Q1 25 | 1.9% | 2.1% | ||
| Q4 24 | 2.8% | 3.2% | ||
| Q3 24 | 3.5% | 4.5% | ||
| Q2 24 | 3.2% | 3.1% | ||
| Q1 24 | 4.1% | 5.5% |
现金转化率CHPTRGEN
| Q4 25 | — | 1.93× | ||
| Q3 25 | — | 3.23× | ||
| Q2 25 | — | 1.92× | ||
| Q1 25 | — | 2.57× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 12.70× | ||
| Q1 24 | — | 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
CHPT
| Products | $56.4M | 53% |
| License And Service | $42.0M | 40% |
| Other | $7.3M | 7% |
RGEN
暂无分部数据
