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Cambium Networks Corp（CMBM）与REGENXBIO Inc.（RGNX）财务数据对比。点击上方公司名可切换其他公司
Cambium Networks Corp的季度营收约是REGENXBIO Inc.的1.3倍（$40.3M vs $30.3M），Cambium Networks Corp净利率更高（-17.9% vs -221.3%，领先203.4%），REGENXBIO Inc.同比增速更快（43.0% vs -23.2%），Cambium Networks Corp自由现金流更多（$-10.8M vs $-52.8M），过去两年REGENXBIO Inc.的营收复合增速更高（39.4% vs -27.2%）
坎布里姆网络公司是美国的无线通信设备制造商，主营企业WiFi、网络交换设备、物联网相关产品，以及面向企业的固定无线宽带、WiFi接入产品。该公司于2011年10月从摩托罗拉分拆，目前在纳斯达克上市。
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。
CMBM vs RGNX — 直观对比
营收规模更大
CMBM
是对方的1.3倍
$30.3M
营收增速更快
RGNX
高出66.2%
-23.2%
净利率更高
CMBM
高出203.4%
-221.3%
自由现金流更多
CMBM
多$42.0M
$-52.8M
两年增速更快
RGNX
近两年复合增速
-27.2%
损益表 — Q4 FY2024 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $40.3M | $30.3M |
| 净利润 | $-7.2M | $-67.1M |
| 毛利率 | 36.6% | — |
| 营业利润率 | -28.4% | -190.0% |
| 净利率 | -17.9% | -221.3% |
| 营收同比 | -23.2% | 43.0% |
| 净利润同比 | 71.0% | -31.2% |
| 每股收益（稀释后） | $-0.26 | $-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CMBMRGNX
| Q4 25 | — | $30.3M | ||
| Q3 25 | — | $29.7M | ||
| Q2 25 | — | $21.4M | ||
| Q1 25 | — | $89.0M | ||
| Q4 24 | $40.3M | $21.2M | ||
| Q3 24 | $44.7M | $24.2M | ||
| Q2 24 | $45.2M | $22.3M | ||
| Q1 24 | $47.1M | $15.6M |
净利润CMBMRGNX
| Q4 25 | — | $-67.1M | ||
| Q3 25 | — | $-61.9M | ||
| Q2 25 | — | $-70.9M | ||
| Q1 25 | — | $6.1M | ||
| Q4 24 | $-7.2M | $-51.2M | ||
| Q3 24 | $-34.5M | $-59.6M | ||
| Q2 24 | $-14.2M | $-53.0M | ||
| Q1 24 | $-18.4M | $-63.3M |
毛利率CMBMRGNX
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 36.6% | 70.2% | ||
| Q3 24 | 43.6% | 48.8% | ||
| Q2 24 | 32.5% | 52.5% | ||
| Q1 24 | 29.8% | 72.6% |
营业利润率CMBMRGNX
| Q4 25 | — | -190.0% | ||
| Q3 25 | — | -176.3% | ||
| Q2 25 | — | -296.3% | ||
| Q1 25 | — | 13.6% | ||
| Q4 24 | -28.4% | -242.1% | ||
| Q3 24 | -69.6% | -256.6% | ||
| Q2 24 | -27.2% | -251.3% | ||
| Q1 24 | -33.1% | -408.8% |
净利率CMBMRGNX
| Q4 25 | — | -221.3% | ||
| Q3 25 | — | -208.3% | ||
| Q2 25 | — | -331.8% | ||
| Q1 25 | — | 6.8% | ||
| Q4 24 | -17.9% | -241.3% | ||
| Q3 24 | -77.3% | -246.3% | ||
| Q2 24 | -31.5% | -237.7% | ||
| Q1 24 | -39.2% | -405.4% |
每股收益（稀释后）CMBMRGNX
| Q4 25 | — | $-1.30 | ||
| Q3 25 | — | $-1.20 | ||
| Q2 25 | — | $-1.38 | ||
| Q1 25 | — | $0.12 | ||
| Q4 24 | $-0.26 | $-0.99 | ||
| Q3 24 | $-1.22 | $-1.17 | ||
| Q2 24 | $-0.51 | $-1.05 | ||
| Q1 24 | $-0.66 | $-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 | — | $230.1M |
| 总债务越低越好 | $67.6M | — |
| 股东权益账面价值 | $-3.2M | $102.7M |
| 总资产 | $173.7M | $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CMBMRGNX
| Q4 25 | — | $230.1M | ||
| Q3 25 | — | $274.2M | ||
| Q2 25 | — | $323.3M | ||
| Q1 25 | — | $267.9M | ||
| Q4 24 | — | $234.7M | ||
| Q3 24 | — | $255.5M | ||
| Q2 24 | — | $290.4M | ||
| Q1 24 | — | $338.7M |
总债务CMBMRGNX
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $67.6M | — | ||
| Q3 24 | $67.6M | — | ||
| Q2 24 | $68.9M | — | ||
| Q1 24 | $63.8M | — |
股东权益CMBMRGNX
| Q4 25 | — | $102.7M | ||
| Q3 25 | — | $161.5M | ||
| Q2 25 | — | $213.7M | ||
| Q1 25 | — | $274.2M | ||
| Q4 24 | $-3.2M | $259.7M | ||
| Q3 24 | $1.9M | $301.4M | ||
| Q2 24 | $34.1M | $348.3M | ||
| Q1 24 | $45.0M | $390.7M |
总资产CMBMRGNX
| Q4 25 | — | $453.0M | ||
| Q3 25 | — | $525.2M | ||
| Q2 25 | — | $581.0M | ||
| Q1 25 | — | $490.9M | ||
| Q4 24 | $173.7M | $466.0M | ||
| Q3 24 | $194.3M | $519.1M | ||
| Q2 24 | $221.1M | $569.4M | ||
| Q1 24 | $219.8M | $629.2M |
负债/权益比CMBMRGNX
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 36.12× | — | ||
| Q2 24 | 2.02× | — | ||
| Q1 24 | 1.42× | — |
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 | $-10.4M | $-52.3M |
| 自由现金流经营现金流 - 资本支出 | $-10.8M | $-52.8M |
| 自由现金流率自由现金流/营收 | -26.8% | -174.0% |
| 资本支出强度资本支出/营收 | 1.1% | 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 | $-21.4M | $-126.4M |
8季度趋势，按日历期对齐
经营现金流CMBMRGNX
| Q4 25 | — | $-52.3M | ||
| Q3 25 | — | $-56.0M | ||
| Q2 25 | — | $-49.3M | ||
| Q1 25 | — | $33.6M | ||
| Q4 24 | $-10.4M | $-31.6M | ||
| Q3 24 | $8.9M | $-40.5M | ||
| Q2 24 | $2.4M | $-45.5M | ||
| Q1 24 | $-15.9M | $-55.5M |
自由现金流CMBMRGNX
| Q4 25 | — | $-52.8M | ||
| Q3 25 | — | $-56.5M | ||
| Q2 25 | — | $-49.7M | ||
| Q1 25 | — | $32.6M | ||
| Q4 24 | $-10.8M | $-32.7M | ||
| Q3 24 | $6.8M | $-40.9M | ||
| Q2 24 | $87.0K | $-46.0M | ||
| Q1 24 | $-17.4M | $-56.0M |
自由现金流率CMBMRGNX
| Q4 25 | — | -174.0% | ||
| Q3 25 | — | -189.9% | ||
| Q2 25 | — | -232.8% | ||
| Q1 25 | — | 36.6% | ||
| Q4 24 | -26.8% | -154.2% | ||
| Q3 24 | 15.2% | -168.9% | ||
| Q2 24 | 0.2% | -206.2% | ||
| Q1 24 | -37.0% | -358.5% |
资本支出强度CMBMRGNX
| Q4 25 | — | 1.7% | ||
| Q3 25 | — | 1.7% | ||
| Q2 25 | — | 1.8% | ||
| Q1 25 | — | 1.2% | ||
| Q4 24 | 1.1% | 5.1% | ||
| Q3 24 | 4.8% | 1.3% | ||
| Q2 24 | 5.1% | 2.1% | ||
| Q1 24 | 3.3% | 3.6% |
现金转化率CMBMRGNX
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| 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
CMBM
| Enterprise | $16.6M | 41% |
| Point To Multi Point | $16.4M | 41% |
| Other | $5.8M | 14% |
RGNX
| Novartis Gene Therapies | $24.2M | 80% |
| Nippon Shinyaku Collaboration And License Agreement | $4.3M | 14% |
| Nippon Shinyaku Services | $1.4M | 5% |
