vs
COUSINS PROPERTIES INC(CUZ)与REPLIGEN CORP(RGEN)财务数据对比。点击上方公司名可切换其他公司
COUSINS PROPERTIES INC的季度营收约是REPLIGEN CORP的1.3倍($255.0M vs $197.9M),REPLIGEN CORP净利率更高(6.7% vs -1.4%,领先8.1%),REPLIGEN CORP同比增速更快(13.6% vs 13.2%),COUSINS PROPERTIES INC自由现金流更多($135.0M vs $17.6M),过去两年REPLIGEN CORP的营收复合增速更高(14.4% vs 10.4%)
Cousins Properties是一家公开上市的房地产投资信托(REIT),专注于亚特兰大、夏洛特、奥斯汀、菲尼克斯、坦帕及北卡罗来纳州教堂山的写字楼资产投资。公司曾开发多个知名地标项目,包括亚特兰大的CNN中心、奥姆尼体育馆、桃树中心191号大厦以及埃默里角商业综合体。
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。
CUZ vs RGEN — 直观对比
营收规模更大
CUZ
是对方的1.3倍
$197.9M
营收增速更快
RGEN
高出0.5%
13.2%
净利率更高
RGEN
高出8.1%
-1.4%
自由现金流更多
CUZ
多$117.5M
$17.6M
两年增速更快
RGEN
近两年复合增速
10.4%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $255.0M | $197.9M |
| 净利润 | $-3.5M | $13.3M |
| 毛利率 | 67.4% | 52.5% |
| 营业利润率 | 67.5% | 9.0% |
| 净利率 | -1.4% | 6.7% |
| 营收同比 | 13.2% | 13.6% |
| 净利润同比 | -125.4% | 143.9% |
| 每股收益(稀释后) | $-0.02 | $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
CUZ
RGEN
| Q4 25 | $255.0M | $197.9M | ||
| Q3 25 | $248.3M | $188.8M | ||
| Q2 25 | $240.1M | $182.4M | ||
| Q1 25 | $250.3M | $169.2M | ||
| Q4 24 | $225.3M | $174.1M | ||
| Q3 24 | $209.2M | $154.9M | ||
| Q2 24 | $213.0M | $154.1M | ||
| Q1 24 | $209.2M | $151.3M |
净利润
CUZ
RGEN
| Q4 25 | $-3.5M | $13.3M | ||
| Q3 25 | $8.6M | $14.9M | ||
| Q2 25 | $14.5M | $14.9M | ||
| Q1 25 | $20.9M | $5.8M | ||
| Q4 24 | $13.6M | $-30.3M | ||
| Q3 24 | $11.2M | $-654.0K | ||
| Q2 24 | $7.8M | $3.3M | ||
| Q1 24 | $13.3M | $2.1M |
毛利率
CUZ
RGEN
| Q4 25 | 67.4% | 52.5% | ||
| Q3 25 | 67.8% | 53.2% | ||
| Q2 25 | 69.1% | 50.0% | ||
| Q1 25 | 69.2% | 53.6% | ||
| Q4 24 | 67.6% | 26.1% | ||
| Q3 24 | 68.5% | 50.0% | ||
| Q2 24 | 66.8% | 49.8% | ||
| Q1 24 | 66.0% | 49.5% |
营业利润率
CUZ
RGEN
| Q4 25 | 67.5% | 9.0% | ||
| Q3 25 | 68.1% | 8.9% | ||
| Q2 25 | 69.4% | 7.6% | ||
| Q1 25 | 66.0% | 3.9% | ||
| Q4 24 | 65.8% | -17.7% | ||
| Q3 24 | 67.9% | -5.1% | ||
| Q2 24 | 66.4% | 1.0% | ||
| Q1 24 | 66.3% | 1.3% |
净利率
CUZ
RGEN
| Q4 25 | -1.4% | 6.7% | ||
| Q3 25 | 3.5% | 7.9% | ||
| Q2 25 | 6.0% | 8.2% | ||
| Q1 25 | 8.3% | 3.4% | ||
| Q4 24 | 6.1% | -17.4% | ||
| Q3 24 | 5.4% | -0.4% | ||
| Q2 24 | 3.7% | 2.2% | ||
| Q1 24 | 6.4% | 1.4% |
每股收益(稀释后)
CUZ
RGEN
| Q4 25 | $-0.02 | $0.24 | ||
| Q3 25 | $0.05 | $0.26 | ||
| Q2 25 | $0.09 | $0.26 | ||
| Q1 25 | $0.12 | $0.10 | ||
| Q4 24 | $0.09 | $-0.55 | ||
| Q3 24 | $0.07 | $-0.01 | ||
| Q2 24 | $0.05 | $0.06 | ||
| Q1 24 | $0.09 | $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 | $5.7M | $767.6M |
| 总债务越低越好 | $3.3B | $542.2M |
| 股东权益账面价值 | $4.7B | $2.1B |
| 总资产 | $8.9B | $2.9B |
| 负债/权益比越低杠杆越低 | 0.71× | 0.26× |
8季度趋势,按日历期对齐
现金及短期投资
CUZ
RGEN
| Q4 25 | $5.7M | $767.6M | ||
| Q3 25 | $4.7M | $748.7M | ||
| Q2 25 | $416.8M | $708.9M | ||
| Q1 25 | $5.3M | $697.2M | ||
| Q4 24 | $7.3M | $757.4M | ||
| Q3 24 | $76.1M | $784.0M | ||
| Q2 24 | $6.0M | $809.1M | ||
| Q1 24 | $5.5M | $780.6M |
总债务
CUZ
RGEN
| Q4 25 | $3.3B | $542.2M | ||
| Q3 25 | $3.3B | $537.9M | ||
| Q2 25 | $3.5B | — | ||
| Q1 25 | $3.0B | — | ||
| Q4 24 | $3.1B | $525.6M | ||
| Q3 24 | $2.7B | — | ||
| Q2 24 | $2.6B | — | ||
| Q1 24 | $2.6B | — |
股东权益
CUZ
RGEN
| Q4 25 | $4.7B | $2.1B | ||
| Q3 25 | $4.7B | $2.1B | ||
| Q2 25 | $4.8B | $2.1B | ||
| Q1 25 | $4.8B | $2.0B | ||
| Q4 24 | $4.8B | $2.0B | ||
| Q3 24 | $4.4B | $2.0B | ||
| Q2 24 | $4.5B | $2.0B | ||
| Q1 24 | $4.5B | $2.0B |
总资产
CUZ
RGEN
| Q4 25 | $8.9B | $2.9B | ||
| Q3 25 | $8.9B | $2.9B | ||
| Q2 25 | $9.1B | $2.9B | ||
| Q1 25 | $8.7B | $2.9B | ||
| Q4 24 | $8.8B | $2.8B | ||
| Q3 24 | $7.8B | $2.8B | ||
| Q2 24 | $7.7B | $2.9B | ||
| Q1 24 | $7.7B | $2.8B |
负债/权益比
CUZ
RGEN
| Q4 25 | 0.71× | 0.26× | ||
| Q3 25 | 0.70× | 0.26× | ||
| Q2 25 | 0.73× | — | ||
| Q1 25 | 0.63× | — | ||
| Q4 24 | 0.64× | 0.27× | ||
| Q3 24 | 0.60× | — | ||
| Q2 24 | 0.58× | — | ||
| Q1 24 | 0.57× | — |
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 | $402.3M | $25.7M |
| 自由现金流经营现金流 - 资本支出 | $135.0M | $17.6M |
| 自由现金流率自由现金流/营收 | 53.0% | 8.9% |
| 资本支出强度资本支出/营收 | 104.8% | 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
CUZ
RGEN
| Q4 25 | $402.3M | $25.7M | ||
| Q3 25 | $120.5M | $48.1M | ||
| Q2 25 | $122.6M | $28.6M | ||
| Q1 25 | $44.8M | $15.0M | ||
| Q4 24 | $400.2M | $39.2M | ||
| Q3 24 | $117.4M | $49.3M | ||
| Q2 24 | $125.5M | $42.2M | ||
| Q1 24 | $28.3M | $44.7M |
自由现金流
CUZ
RGEN
| Q4 25 | $135.0M | $17.6M | ||
| Q3 25 | — | $43.4M | ||
| Q2 25 | — | $21.5M | ||
| Q1 25 | — | $11.4M | ||
| Q4 24 | $147.5M | $33.6M | ||
| Q3 24 | — | $42.3M | ||
| Q2 24 | — | $37.4M | ||
| Q1 24 | — | $36.4M |
自由现金流率
CUZ
RGEN
| Q4 25 | 53.0% | 8.9% | ||
| Q3 25 | — | 23.0% | ||
| Q2 25 | — | 11.8% | ||
| Q1 25 | — | 6.8% | ||
| Q4 24 | 65.5% | 19.3% | ||
| Q3 24 | — | 27.3% | ||
| Q2 24 | — | 24.3% | ||
| Q1 24 | — | 24.0% |
资本支出强度
CUZ
RGEN
| Q4 25 | 104.8% | 4.1% | ||
| Q3 25 | — | 2.5% | ||
| Q2 25 | — | 3.9% | ||
| Q1 25 | — | 2.1% | ||
| Q4 24 | 112.2% | 3.2% | ||
| Q3 24 | — | 4.5% | ||
| Q2 24 | — | 3.1% | ||
| Q1 24 | — | 5.5% |
现金转化率
CUZ
RGEN
| Q4 25 | — | 1.93× | ||
| Q3 25 | 14.03× | 3.23× | ||
| Q2 25 | 8.46× | 1.92× | ||
| Q1 25 | 2.14× | 2.57× | ||
| Q4 24 | 29.35× | — | ||
| Q3 24 | 10.48× | — | ||
| Q2 24 | 16.01× | 12.70× | ||
| Q1 24 | 2.13× | 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
CUZ
| Rental Properties | $253.3M | 99% |
| Fee And Other Revenue | $1.7M | 1% |
| Other | $1.2M | 0% |
RGEN
暂无分部数据