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慧与（EFSC）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的季度营收约是慧与的1.1倍（$197.9M vs $185.2M），慧与净利率更高（26.6% vs 6.7%，领先19.9%），过去两年REPLIGEN CORP的营收复合增速更高（14.4% vs 9.0%）
慧与（Hewlett Packard Enterprise，简称HPE）是总部位于美国得克萨斯州斯普林的跨国信息技术企业，面向企业客户提供服务器、存储、网络、容器化软件及咨询支持服务，2018年位列美国《财富》500强第107位。
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。
EFSC vs RGEN — 直观对比
营收规模更大
RGEN
是对方的1.1倍
$185.2M
净利率更高
EFSC
高出19.9%
6.7%
两年增速更快
RGEN
近两年复合增速
9.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.2M | $197.9M |
| 净利润 | $49.4M | $13.3M |
| 毛利率 | — | 52.5% |
| 营业利润率 | — | 9.0% |
| 净利率 | 26.6% | 6.7% |
| 营收同比 | — | 13.6% |
| 净利润同比 | -1.2% | 143.9% |
| 每股收益（稀释后） | $1.30 | $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EFSCRGEN
| Q1 26 | $185.2M | — | ||
| Q4 25 | $193.6M | $197.9M | ||
| Q3 25 | $206.9M | $188.8M | ||
| Q2 25 | $173.4M | $182.4M | ||
| Q1 25 | $166.0M | $169.2M | ||
| Q4 24 | $167.0M | $174.1M | ||
| Q3 24 | $164.9M | $154.9M | ||
| Q2 24 | $156.0M | $154.1M |
净利润EFSCRGEN
| Q1 26 | $49.4M | — | ||
| Q4 25 | $54.8M | $13.3M | ||
| Q3 25 | $45.2M | $14.9M | ||
| Q2 25 | $51.4M | $14.9M | ||
| Q1 25 | $50.0M | $5.8M | ||
| Q4 24 | $48.8M | $-30.3M | ||
| Q3 24 | $50.6M | $-654.0K | ||
| Q2 24 | $45.4M | $3.3M |
毛利率EFSCRGEN
| Q1 26 | — | — | ||
| Q4 25 | — | 52.5% | ||
| Q3 25 | — | 53.2% | ||
| Q2 25 | — | 50.0% | ||
| Q1 25 | — | 53.6% | ||
| Q4 24 | — | 26.1% | ||
| Q3 24 | — | 50.0% | ||
| Q2 24 | — | 49.8% |
营业利润率EFSCRGEN
| Q1 26 | — | — | ||
| Q4 25 | — | 9.0% | ||
| Q3 25 | 42.9% | 8.9% | ||
| Q2 25 | 37.0% | 7.6% | ||
| Q1 25 | 36.8% | 3.9% | ||
| Q4 24 | — | -17.7% | ||
| Q3 24 | 38.1% | -5.1% | ||
| Q2 24 | 36.7% | 1.0% |
净利率EFSCRGEN
| Q1 26 | 26.6% | — | ||
| Q4 25 | 28.3% | 6.7% | ||
| Q3 25 | 21.9% | 7.9% | ||
| Q2 25 | 29.6% | 8.2% | ||
| Q1 25 | 30.1% | 3.4% | ||
| Q4 24 | 29.2% | -17.4% | ||
| Q3 24 | 30.7% | -0.4% | ||
| Q2 24 | 29.1% | 2.2% |
每股收益（稀释后）EFSCRGEN
| Q1 26 | $1.30 | — | ||
| Q4 25 | $1.45 | $0.24 | ||
| Q3 25 | $1.19 | $0.26 | ||
| Q2 25 | $1.36 | $0.26 | ||
| Q1 25 | $1.31 | $0.10 | ||
| Q4 24 | $1.27 | $-0.55 | ||
| Q3 24 | $1.32 | $-0.01 | ||
| Q2 24 | $1.19 | $0.06 |
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 | — | $767.6M |
| 总债务越低越好 | — | $542.2M |
| 股东权益账面价值 | $2.1B | $2.1B |
| 总资产 | $17.3B | $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EFSCRGEN
| Q1 26 | — | — | ||
| Q4 25 | — | $767.6M | ||
| Q3 25 | — | $748.7M | ||
| Q2 25 | — | $708.9M | ||
| Q1 25 | — | $697.2M | ||
| Q4 24 | — | $757.4M | ||
| Q3 24 | — | $784.0M | ||
| Q2 24 | — | $809.1M |
总债务EFSCRGEN
| Q1 26 | — | — | ||
| Q4 25 | — | $542.2M | ||
| Q3 25 | — | $537.9M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $525.6M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益EFSCRGEN
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.0B | $2.1B | ||
| Q3 25 | $2.0B | $2.1B | ||
| Q2 25 | $1.9B | $2.1B | ||
| Q1 25 | $1.9B | $2.0B | ||
| Q4 24 | $1.8B | $2.0B | ||
| Q3 24 | $1.8B | $2.0B | ||
| Q2 24 | $1.8B | $2.0B |
总资产EFSCRGEN
| Q1 26 | $17.3B | — | ||
| Q4 25 | $17.3B | $2.9B | ||
| Q3 25 | $16.4B | $2.9B | ||
| Q2 25 | $16.1B | $2.9B | ||
| Q1 25 | $15.7B | $2.9B | ||
| Q4 24 | $15.6B | $2.8B | ||
| Q3 24 | $15.0B | $2.8B | ||
| Q2 24 | $14.6B | $2.9B |
负债/权益比EFSCRGEN
| Q1 26 | — | — | ||
| Q4 25 | — | 0.26× | ||
| Q3 25 | — | 0.26× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.27× | ||
| Q3 24 | — | — | ||
| Q2 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 | — | $25.7M |
| 自由现金流经营现金流 - 资本支出 | — | $17.6M |
| 自由现金流率自由现金流/营收 | — | 8.9% |
| 资本支出强度资本支出/营收 | — | 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EFSCRGEN
| Q1 26 | — | — | ||
| Q4 25 | $193.5M | $25.7M | ||
| Q3 25 | $49.4M | $48.1M | ||
| Q2 25 | $61.3M | $28.6M | ||
| Q1 25 | $40.0M | $15.0M | ||
| Q4 24 | $247.4M | $39.2M | ||
| Q3 24 | $89.0M | $49.3M | ||
| Q2 24 | $76.5M | $42.2M |
自由现金流EFSCRGEN
| Q1 26 | — | — | ||
| Q4 25 | $181.5M | $17.6M | ||
| Q3 25 | $47.1M | $43.4M | ||
| Q2 25 | $59.0M | $21.5M | ||
| Q1 25 | $35.6M | $11.4M | ||
| Q4 24 | $239.9M | $33.6M | ||
| Q3 24 | $88.2M | $42.3M | ||
| Q2 24 | $74.7M | $37.4M |
自由现金流率EFSCRGEN
| Q1 26 | — | — | ||
| Q4 25 | 93.8% | 8.9% | ||
| Q3 25 | 22.8% | 23.0% | ||
| Q2 25 | 34.0% | 11.8% | ||
| Q1 25 | 21.5% | 6.8% | ||
| Q4 24 | 143.7% | 19.3% | ||
| Q3 24 | 53.5% | 27.3% | ||
| Q2 24 | 47.9% | 24.3% |
资本支出强度EFSCRGEN
| Q1 26 | — | — | ||
| Q4 25 | 6.2% | 4.1% | ||
| Q3 25 | 1.1% | 2.5% | ||
| Q2 25 | 1.3% | 3.9% | ||
| Q1 25 | 2.7% | 2.1% | ||
| Q4 24 | 4.5% | 3.2% | ||
| Q3 24 | 0.5% | 4.5% | ||
| Q2 24 | 1.1% | 3.1% |
现金转化率EFSCRGEN
| Q1 26 | — | — | ||
| Q4 25 | 3.53× | 1.93× | ||
| Q3 25 | 1.09× | 3.23× | ||
| Q2 25 | 1.19× | 1.92× | ||
| Q1 25 | 0.80× | 2.57× | ||
| Q4 24 | 5.07× | — | ||
| Q3 24 | 1.76× | — | ||
| Q2 24 | 1.68× | 12.70× |
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
EFSC
| Net Interest Income | $166.1M | 90% |
| Noninterest Income | $19.1M | 10% |
RGEN
暂无分部数据
