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ESSENTIAL PROPERTIES REALTY TRUST, INC.（EPRT）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ESSENTIAL PROPERTIES REALTY TRUST, INC.的1.2倍（$197.9M vs $158.8M），ESSENTIAL PROPERTIES REALTY TRUST, INC.净利率更高（37.8% vs 6.7%，领先31.0%），ESSENTIAL PROPERTIES REALTY TRUST, INC.同比增速更快（22.8% vs 13.6%），过去两年ESSENTIAL PROPERTIES REALTY TRUST, INC.的营收复合增速更高（20.6% vs 14.4%）
Essential Properties Realty Trust是一家上市房地产投资信托企业，收购、持有并管理美国全境的单租户净租赁商业地产组合，资产主要覆盖休闲餐饮、汽车服务、医疗诊所、幼儿教育中心、轻型工业等刚需服务类业态，租户普遍拥有稳健的长期经营记录。
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。
EPRT vs RGEN — 直观对比
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $158.8M | $197.9M |
| 净利润 | $60.0M | $13.3M |
| 毛利率 | — | 52.5% |
| 营业利润率 | 56.5% | 9.0% |
| 净利率 | 37.8% | 6.7% |
| 营收同比 | 22.8% | 13.6% |
| 净利润同比 | 6.5% | 143.9% |
| 每股收益（稀释后） | $0.28 | $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
| Q1 26 | $158.8M | — | ||
| Q4 25 | $149.9M | $197.9M | ||
| Q3 25 | $144.9M | $188.8M | ||
| Q2 25 | $137.1M | $182.4M | ||
| Q1 25 | $129.4M | $169.2M | ||
| Q4 24 | $119.7M | $174.1M | ||
| Q3 24 | $117.1M | $154.9M | ||
| Q2 24 | $109.3M | $154.1M |
| Q1 26 | $60.0M | — | ||
| Q4 25 | $68.1M | $13.3M | ||
| Q3 25 | $65.6M | $14.9M | ||
| Q2 25 | $63.2M | $14.9M | ||
| Q1 25 | $56.1M | $5.8M | ||
| Q4 24 | $55.4M | $-30.3M | ||
| Q3 24 | $49.1M | $-654.0K | ||
| Q2 24 | $51.5M | $3.3M |
| 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% |
| Q1 26 | 56.5% | — | ||
| Q4 25 | 65.9% | 9.0% | ||
| Q3 25 | 64.7% | 8.9% | ||
| Q2 25 | 64.1% | 7.6% | ||
| Q1 25 | 61.6% | 3.9% | ||
| Q4 24 | 66.1% | -17.7% | ||
| Q3 24 | 59.7% | -5.1% | ||
| Q2 24 | 61.1% | 1.0% |
| Q1 26 | 37.8% | — | ||
| Q4 25 | 45.4% | 6.7% | ||
| Q3 25 | 45.3% | 7.9% | ||
| Q2 25 | 46.1% | 8.2% | ||
| Q1 25 | 43.4% | 3.4% | ||
| Q4 24 | 46.3% | -17.4% | ||
| Q3 24 | 42.0% | -0.4% | ||
| Q2 24 | 47.1% | 2.2% |
| Q1 26 | $0.28 | — | ||
| Q4 25 | $0.34 | $0.24 | ||
| Q3 25 | $0.33 | $0.26 | ||
| Q2 25 | $0.32 | $0.26 | ||
| Q1 25 | $0.29 | $0.10 | ||
| Q4 24 | $0.31 | $-0.55 | ||
| Q3 24 | $0.27 | $-0.01 | ||
| Q2 24 | $0.29 | $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 | $15.2M | $767.6M |
| 总债务越低越好 | — | $542.2M |
| 股东权益账面价值 | $4.4B | $2.1B |
| 总资产 | $7.2B | $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
| Q1 26 | $15.2M | — | ||
| Q4 25 | $60.2M | $767.6M | ||
| Q3 25 | $23.8M | $748.7M | ||
| Q2 25 | $20.8M | $708.9M | ||
| Q1 25 | $47.0M | $697.2M | ||
| Q4 24 | $40.7M | $757.4M | ||
| Q3 24 | $32.7M | $784.0M | ||
| Q2 24 | $23.6M | $809.1M |
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $542.2M | ||
| Q3 25 | $2.6B | $537.9M | ||
| Q2 25 | $2.3B | — | ||
| Q1 25 | $2.1B | — | ||
| Q4 24 | $2.1B | $525.6M | ||
| Q3 24 | $2.2B | — | ||
| Q2 24 | $1.9B | — |
| Q1 26 | $4.4B | — | ||
| Q4 25 | $4.2B | $2.1B | ||
| Q3 25 | $3.8B | $2.1B | ||
| Q2 25 | $3.8B | $2.1B | ||
| Q1 25 | $3.8B | $2.0B | ||
| Q4 24 | $3.6B | $2.0B | ||
| Q3 24 | $3.2B | $2.0B | ||
| Q2 24 | $3.2B | $2.0B |
| Q1 26 | $7.2B | — | ||
| Q4 25 | $6.9B | $2.9B | ||
| Q3 25 | $6.6B | $2.9B | ||
| Q2 25 | $6.3B | $2.9B | ||
| Q1 25 | $6.1B | $2.9B | ||
| Q4 24 | $5.8B | $2.8B | ||
| Q3 24 | $5.5B | $2.8B | ||
| Q2 24 | $5.3B | $2.9B |
| Q1 26 | — | — | ||
| Q4 25 | 0.60× | 0.26× | ||
| Q3 25 | 0.69× | 0.26× | ||
| Q2 25 | 0.61× | — | ||
| Q1 25 | 0.56× | — | ||
| Q4 24 | 0.60× | 0.27× | ||
| Q3 24 | 0.69× | — | ||
| Q2 24 | 0.59× | — |
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
| Q1 26 | — | — | ||
| Q4 25 | $381.1M | $25.7M | ||
| Q3 25 | $99.0M | $48.1M | ||
| Q2 25 | $99.8M | $28.6M | ||
| Q1 25 | $77.2M | $15.0M | ||
| Q4 24 | $308.5M | $39.2M | ||
| Q3 24 | $73.5M | $49.3M | ||
| Q2 24 | $81.1M | $42.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | $17.6M | ||
| Q3 25 | — | $43.4M | ||
| Q2 25 | — | $21.5M | ||
| Q1 25 | — | $11.4M | ||
| Q4 24 | — | $33.6M | ||
| Q3 24 | — | $42.3M | ||
| Q2 24 | — | $37.4M |
| Q1 26 | — | — | ||
| Q4 25 | — | 8.9% | ||
| Q3 25 | — | 23.0% | ||
| Q2 25 | — | 11.8% | ||
| Q1 25 | — | 6.8% | ||
| Q4 24 | — | 19.3% | ||
| Q3 24 | — | 27.3% | ||
| Q2 24 | — | 24.3% |
| Q1 26 | — | — | ||
| Q4 25 | — | 4.1% | ||
| Q3 25 | — | 2.5% | ||
| Q2 25 | — | 3.9% | ||
| Q1 25 | — | 2.1% | ||
| Q4 24 | — | 3.2% | ||
| Q3 24 | — | 4.5% | ||
| Q2 24 | — | 3.1% |
| Q1 26 | — | — | ||
| Q4 25 | 5.60× | 1.93× | ||
| Q3 25 | 1.51× | 3.23× | ||
| Q2 25 | 1.58× | 1.92× | ||
| Q1 25 | 1.38× | 2.57× | ||
| Q4 24 | 5.57× | — | ||
| Q3 24 | 1.50× | — | ||
| Q2 24 | 1.57× | 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
EPRT
| Rental revenue 1,2 | $149.4M | 94% |
| Other | $8.6M | 5% |
| Other revenue | $779.0K | 0% |
RGEN
暂无分部数据
