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DAWSON GEOPHYSICAL CO（DWSN）与REGENXBIO Inc.（RGNX）财务数据对比。点击上方公司名可切换其他公司
REGENXBIO Inc.的季度营收约是DAWSON GEOPHYSICAL CO的1.1倍（$30.3M vs $26.9M），DAWSON GEOPHYSICAL CO净利率更高（2.1% vs -221.3%，领先223.5%），DAWSON GEOPHYSICAL CO同比增速更快（72.3% vs 43.0%），过去两年REGENXBIO Inc.的营收复合增速更高（39.4% vs 5.4%）
道森地球物理公司是北美领先的地球物理服务供应商，主营地震数据采集、处理与分析业务，核心服务于油气勘探生产领域客户，助力其评估美国及加拿大陆上主要资源盆地的地下能源储量。
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。
DWSN vs RGNX — 直观对比
营收规模更大
RGNX
是对方的1.1倍
$26.9M
营收增速更快
DWSN
高出29.3%
43.0%
净利率更高
DWSN
高出223.5%
-221.3%
两年增速更快
RGNX
近两年复合增速
5.4%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $26.9M | $30.3M |
| 净利润 | $569.0K | $-67.1M |
| 毛利率 | 19.7% | — |
| 营业利润率 | 3.1% | -190.0% |
| 净利率 | 2.1% | -221.3% |
| 营收同比 | 72.3% | 43.0% |
| 净利润同比 | 170.9% | -31.2% |
| 每股收益（稀释后） | $0.03 | $-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DWSNRGNX
| Q4 25 | $26.9M | $30.3M | ||
| Q3 25 | $22.7M | $29.7M | ||
| Q2 25 | $9.9M | $21.4M | ||
| Q1 25 | $16.1M | $89.0M | ||
| Q4 24 | $15.6M | $21.2M | ||
| Q3 24 | — | $24.2M | ||
| Q2 24 | $12.5M | $22.3M | ||
| Q1 24 | $31.6M | $15.6M |
净利润DWSNRGNX
| Q4 25 | $569.0K | $-67.1M | ||
| Q3 25 | $-1.2M | $-61.9M | ||
| Q2 25 | $-2.3M | $-70.9M | ||
| Q1 25 | $992.0K | $6.1M | ||
| Q4 24 | $-802.0K | $-51.2M | ||
| Q3 24 | — | $-59.6M | ||
| Q2 24 | $-3.5M | $-53.0M | ||
| Q1 24 | $5.8M | $-63.3M |
毛利率DWSNRGNX
| Q4 25 | 19.7% | — | ||
| Q3 25 | 10.1% | — | ||
| Q2 25 | 11.5% | — | ||
| Q1 25 | 26.7% | — | ||
| Q4 24 | 19.9% | 70.2% | ||
| Q3 24 | — | 48.8% | ||
| Q2 24 | 1.0% | 52.5% | ||
| Q1 24 | 30.5% | 72.6% |
营业利润率DWSNRGNX
| Q4 25 | 3.1% | -190.0% | ||
| Q3 25 | -5.2% | -176.3% | ||
| Q2 25 | -24.1% | -296.3% | ||
| Q1 25 | 6.4% | 13.6% | ||
| Q4 24 | -5.3% | -242.1% | ||
| Q3 24 | — | -256.6% | ||
| Q2 24 | -30.1% | -251.3% | ||
| Q1 24 | 18.4% | -408.8% |
净利率DWSNRGNX
| Q4 25 | 2.1% | -221.3% | ||
| Q3 25 | -5.1% | -208.3% | ||
| Q2 25 | -23.8% | -331.8% | ||
| Q1 25 | 6.2% | 6.8% | ||
| Q4 24 | -5.1% | -241.3% | ||
| Q3 24 | — | -246.3% | ||
| Q2 24 | -28.3% | -237.7% | ||
| Q1 24 | 18.5% | -405.4% |
每股收益（稀释后）DWSNRGNX
| Q4 25 | $0.03 | $-1.30 | ||
| Q3 25 | $-0.04 | $-1.20 | ||
| Q2 25 | $-0.08 | $-1.38 | ||
| Q1 25 | $0.03 | $0.12 | ||
| Q4 24 | $-0.02 | $-0.99 | ||
| Q3 24 | — | $-1.17 | ||
| Q2 24 | $-0.12 | $-1.05 | ||
| Q1 24 | $0.19 | $-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 | $5.3M | $230.1M |
| 总债务越低越好 | $11.3M | — |
| 股东权益账面价值 | $15.8M | $102.7M |
| 总资产 | $56.0M | $453.0M |
| 负债/权益比越低杠杆越低 | 0.72× | — |
8季度趋势，按日历期对齐
现金及短期投资DWSNRGNX
| Q4 25 | $5.3M | $230.1M | ||
| Q3 25 | $5.1M | $274.2M | ||
| Q2 25 | $16.2M | $323.3M | ||
| Q1 25 | $2.7M | $267.9M | ||
| Q4 24 | $1.4M | $234.7M | ||
| Q3 24 | — | $255.5M | ||
| Q2 24 | $11.4M | $290.4M | ||
| Q1 24 | $11.7M | $338.7M |
总债务DWSNRGNX
| Q4 25 | $11.3M | — | ||
| Q3 25 | $6.5M | — | ||
| Q2 25 | $1.1M | — | ||
| Q1 25 | $1.3M | — | ||
| Q4 24 | $1.5M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $1.4M | — | ||
| Q1 24 | $1.5M | — |
股东权益DWSNRGNX
| Q4 25 | $15.8M | $102.7M | ||
| Q3 25 | $15.2M | $161.5M | ||
| Q2 25 | $16.4M | $213.7M | ||
| Q1 25 | $18.3M | $274.2M | ||
| Q4 24 | $17.3M | $259.7M | ||
| Q3 24 | — | $301.4M | ||
| Q2 24 | $23.8M | $348.3M | ||
| Q1 24 | $27.3M | $390.7M |
总资产DWSNRGNX
| Q4 25 | $56.0M | $453.0M | ||
| Q3 25 | $40.6M | $525.2M | ||
| Q2 25 | $45.7M | $581.0M | ||
| Q1 25 | $33.3M | $490.9M | ||
| Q4 24 | $30.9M | $466.0M | ||
| Q3 24 | — | $519.1M | ||
| Q2 24 | $41.0M | $569.4M | ||
| Q1 24 | $57.8M | $629.2M |
负债/权益比DWSNRGNX
| Q4 25 | 0.72× | — | ||
| Q3 25 | 0.43× | — | ||
| Q2 25 | 0.07× | — | ||
| Q1 25 | 0.07× | — | ||
| Q4 24 | 0.09× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 0.06× | — | ||
| Q1 24 | 0.06× | — |
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 | $2.1M | $-52.3M |
| 自由现金流经营现金流 - 资本支出 | — | $-52.8M |
| 自由现金流率自由现金流/营收 | — | -174.0% |
| 资本支出强度资本支出/营收 | — | 1.7% |
| 现金转化率经营现金流/净利润 | 3.67× | — |
| 过去12个月自由现金流最近4个季度 | — | $-126.4M |
8季度趋势，按日历期对齐
经营现金流DWSNRGNX
| Q4 25 | $2.1M | $-52.3M | ||
| Q3 25 | $-4.7M | $-56.0M | ||
| Q2 25 | $14.9M | $-49.3M | ||
| Q1 25 | $1.8M | $33.6M | ||
| Q4 24 | $-5.4M | $-31.6M | ||
| Q3 24 | — | $-40.5M | ||
| Q2 24 | $5.9M | $-45.5M | ||
| Q1 24 | $1.9M | $-55.5M |
自由现金流DWSNRGNX
| Q4 25 | — | $-52.8M | ||
| Q3 25 | $-10.2M | $-56.5M | ||
| Q2 25 | — | $-49.7M | ||
| Q1 25 | — | $32.6M | ||
| Q4 24 | $-5.7M | $-32.7M | ||
| Q3 24 | — | $-40.9M | ||
| Q2 24 | $5.1M | $-46.0M | ||
| Q1 24 | $1.2M | $-56.0M |
自由现金流率DWSNRGNX
| Q4 25 | — | -174.0% | ||
| Q3 25 | -44.7% | -189.9% | ||
| Q2 25 | — | -232.8% | ||
| Q1 25 | — | 36.6% | ||
| Q4 24 | -36.7% | -154.2% | ||
| Q3 24 | — | -168.9% | ||
| Q2 24 | 40.9% | -206.2% | ||
| Q1 24 | 3.8% | -358.5% |
资本支出强度DWSNRGNX
| Q4 25 | — | 1.7% | ||
| Q3 25 | 23.9% | 1.7% | ||
| Q2 25 | — | 1.8% | ||
| Q1 25 | — | 1.2% | ||
| Q4 24 | 2.0% | 5.1% | ||
| Q3 24 | — | 1.3% | ||
| Q2 24 | 6.4% | 2.1% | ||
| Q1 24 | 2.2% | 3.6% |
现金转化率DWSNRGNX
| Q4 25 | 3.67× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 1.77× | 5.53× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 0.32× | — |
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
DWSN
| Fee Revenue | $22.9M | 85% |
| Other | $4.0M | 15% |
RGNX
| Novartis Gene Therapies | $24.2M | 80% |
| Nippon Shinyaku Collaboration And License Agreement | $4.3M | 14% |
| Nippon Shinyaku Services | $1.4M | 5% |
