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8X8 INC(EGHT)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8X8 INC的1.1倍($197.9M vs $185.1M),REPLIGEN CORP净利率更高(6.7% vs 2.8%,领先4.0%),REPLIGEN CORP同比增速更快(13.6% vs 3.4%),8X8 INC自由现金流更多($19.1M vs $17.6M),过去两年REPLIGEN CORP的营收复合增速更高(14.4% vs 1.6%)
8x8 Inc是源自美国的企业级云通信与客户体验软件服务商,依托云架构为企业提供统一通信、呼叫中心及通信平台即服务(CPaaS)等产品方案,公司总部位于加利福尼亚州坎贝尔,其股票在纳斯达克交易所挂牌交易。
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。
EGHT vs RGEN — 直观对比
营收规模更大
RGEN
是对方的1.1倍
$185.1M
营收增速更快
RGEN
高出10.2%
3.4%
净利率更高
RGEN
高出4.0%
2.8%
自由现金流更多
EGHT
多$1.6M
$17.6M
两年增速更快
RGEN
近两年复合增速
1.6%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $185.1M | $197.9M |
| 净利润 | $5.1M | $13.3M |
| 毛利率 | 63.9% | 52.5% |
| 营业利润率 | 5.2% | 9.0% |
| 净利率 | 2.8% | 6.7% |
| 营收同比 | 3.4% | 13.6% |
| 净利润同比 | 68.4% | 143.9% |
| 每股收益(稀释后) | $0.04 | $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
EGHT
RGEN
| Q4 25 | $185.1M | $197.9M | ||
| Q3 25 | $184.1M | $188.8M | ||
| Q2 25 | $181.4M | $182.4M | ||
| Q1 25 | $177.0M | $169.2M | ||
| Q4 24 | $178.9M | $174.1M | ||
| Q3 24 | $181.0M | $154.9M | ||
| Q2 24 | $178.1M | $154.1M | ||
| Q1 24 | $179.4M | $151.3M |
净利润
EGHT
RGEN
| Q4 25 | $5.1M | $13.3M | ||
| Q3 25 | $767.0K | $14.9M | ||
| Q2 25 | $-4.3M | $14.9M | ||
| Q1 25 | $-5.4M | $5.8M | ||
| Q4 24 | $3.0M | $-30.3M | ||
| Q3 24 | $-14.5M | $-654.0K | ||
| Q2 24 | $-10.3M | $3.3M | ||
| Q1 24 | $-23.6M | $2.1M |
毛利率
EGHT
RGEN
| Q4 25 | 63.9% | 52.5% | ||
| Q3 25 | 64.8% | 53.2% | ||
| Q2 25 | 66.4% | 50.0% | ||
| Q1 25 | 67.8% | 53.6% | ||
| Q4 24 | 67.7% | 26.1% | ||
| Q3 24 | 68.1% | 50.0% | ||
| Q2 24 | 67.9% | 49.8% | ||
| Q1 24 | 68.2% | 49.5% |
营业利润率
EGHT
RGEN
| Q4 25 | 5.2% | 9.0% | ||
| Q3 25 | 2.9% | 8.9% | ||
| Q2 25 | 0.3% | 7.6% | ||
| Q1 25 | 0.2% | 3.9% | ||
| Q4 24 | 5.0% | -17.7% | ||
| Q3 24 | 4.0% | -5.1% | ||
| Q2 24 | -0.8% | 1.0% | ||
| Q1 24 | -7.9% | 1.3% |
净利率
EGHT
RGEN
| Q4 25 | 2.8% | 6.7% | ||
| Q3 25 | 0.4% | 7.9% | ||
| Q2 25 | -2.4% | 8.2% | ||
| Q1 25 | -3.1% | 3.4% | ||
| Q4 24 | 1.7% | -17.4% | ||
| Q3 24 | -8.0% | -0.4% | ||
| Q2 24 | -5.8% | 2.2% | ||
| Q1 24 | -13.1% | 1.4% |
每股收益(稀释后)
EGHT
RGEN
| Q4 25 | $0.04 | $0.24 | ||
| Q3 25 | $0.01 | $0.26 | ||
| Q2 25 | $-0.03 | $0.26 | ||
| Q1 25 | $-0.04 | $0.10 | ||
| Q4 24 | $0.02 | $-0.55 | ||
| Q3 24 | $-0.11 | $-0.01 | ||
| Q2 24 | $-0.08 | $0.06 | ||
| Q1 24 | $-0.20 | $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 | $86.9M | $767.6M |
| 总债务越低越好 | $321.2M | $542.2M |
| 股东权益账面价值 | $142.9M | $2.1B |
| 总资产 | $661.5M | $2.9B |
| 负债/权益比越低杠杆越低 | 2.25× | 0.26× |
8季度趋势,按日历期对齐
现金及短期投资
EGHT
RGEN
| Q4 25 | $86.9M | $767.6M | ||
| Q3 25 | $75.9M | $748.7M | ||
| Q2 25 | $81.3M | $708.9M | ||
| Q1 25 | $88.0M | $697.2M | ||
| Q4 24 | $104.2M | $757.4M | ||
| Q3 24 | $117.4M | $784.0M | ||
| Q2 24 | $130.8M | $809.1M | ||
| Q1 24 | $117.3M | $780.6M |
总债务
EGHT
RGEN
| Q4 25 | $321.2M | $542.2M | ||
| Q3 25 | $325.8M | $537.9M | ||
| Q2 25 | $335.4M | — | ||
| Q1 25 | $350.0M | — | ||
| Q4 24 | $364.5M | $525.6M | ||
| Q3 24 | $396.9M | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $409.7M | — |
股东权益
EGHT
RGEN
| Q4 25 | $142.9M | $2.1B | ||
| Q3 25 | $133.2M | $2.1B | ||
| Q2 25 | $128.2M | $2.1B | ||
| Q1 25 | $122.2M | $2.0B | ||
| Q4 24 | $113.0M | $2.0B | ||
| Q3 24 | $109.8M | $2.0B | ||
| Q2 24 | $104.6M | $2.0B | ||
| Q1 24 | $102.0M | $2.0B |
总资产
EGHT
RGEN
| Q4 25 | $661.5M | $2.9B | ||
| Q3 25 | $670.8M | $2.9B | ||
| Q2 25 | $684.3M | $2.9B | ||
| Q1 25 | $683.2M | $2.9B | ||
| Q4 24 | $698.2M | $2.8B | ||
| Q3 24 | $740.1M | $2.8B | ||
| Q2 24 | $755.7M | $2.9B | ||
| Q1 24 | $756.0M | $2.8B |
负债/权益比
EGHT
RGEN
| Q4 25 | 2.25× | 0.26× | ||
| Q3 25 | 2.45× | 0.26× | ||
| Q2 25 | 2.62× | — | ||
| Q1 25 | 2.86× | — | ||
| Q4 24 | 3.23× | 0.27× | ||
| Q3 24 | 3.61× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 4.02× | — |
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 | $20.7M | $25.7M |
| 自由现金流经营现金流 - 资本支出 | $19.1M | $17.6M |
| 自由现金流率自由现金流/营收 | 10.3% | 8.9% |
| 资本支出强度资本支出/营收 | 0.9% | 4.1% |
| 现金转化率经营现金流/净利润 | 4.07× | 1.93× |
| 过去12个月自由现金流最近4个季度 | $43.8M | $93.9M |
8季度趋势,按日历期对齐
经营现金流
EGHT
RGEN
| Q4 25 | $20.7M | $25.7M | ||
| Q3 25 | $8.8M | $48.1M | ||
| Q2 25 | $11.9M | $28.6M | ||
| Q1 25 | $5.9M | $15.0M | ||
| Q4 24 | $27.2M | $39.2M | ||
| Q3 24 | $12.3M | $49.3M | ||
| Q2 24 | $18.1M | $42.2M | ||
| Q1 24 | $12.7M | $44.7M |
自由现金流
EGHT
RGEN
| Q4 25 | $19.1M | $17.6M | ||
| Q3 25 | $7.7M | $43.4M | ||
| Q2 25 | $11.5M | $21.5M | ||
| Q1 25 | $5.5M | $11.4M | ||
| Q4 24 | $26.8M | $33.6M | ||
| Q3 24 | $11.1M | $42.3M | ||
| Q2 24 | $17.8M | $37.4M | ||
| Q1 24 | $12.3M | $36.4M |
自由现金流率
EGHT
RGEN
| Q4 25 | 10.3% | 8.9% | ||
| Q3 25 | 4.2% | 23.0% | ||
| Q2 25 | 6.3% | 11.8% | ||
| Q1 25 | 3.1% | 6.8% | ||
| Q4 24 | 15.0% | 19.3% | ||
| Q3 24 | 6.1% | 27.3% | ||
| Q2 24 | 10.0% | 24.3% | ||
| Q1 24 | 6.9% | 24.0% |
资本支出强度
EGHT
RGEN
| Q4 25 | 0.9% | 4.1% | ||
| Q3 25 | 0.6% | 2.5% | ||
| Q2 25 | 0.2% | 3.9% | ||
| Q1 25 | 0.2% | 2.1% | ||
| Q4 24 | 0.3% | 3.2% | ||
| Q3 24 | 0.7% | 4.5% | ||
| Q2 24 | 0.2% | 3.1% | ||
| Q1 24 | 0.2% | 5.5% |
现金转化率
EGHT
RGEN
| Q4 25 | 4.07× | 1.93× | ||
| Q3 25 | 11.52× | 3.23× | ||
| Q2 25 | — | 1.92× | ||
| Q1 25 | — | 2.57× | ||
| Q4 24 | 9.01× | — | ||
| 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
EGHT
| Services | $179.7M | 97% |
| Other | $5.4M | 3% |
RGEN
暂无分部数据