vs
Empire State Realty OP, L.P.（ESBA）与REPLIGEN CORP（RGEN）财务数据对比。点击上方公司名可切换其他公司
Empire State Realty OP, L.P.的季度营收约是REPLIGEN CORP的1.0倍（$199.2M vs $197.9M），Empire State Realty OP, L.P.净利率更高（16.1% vs 6.7%，领先9.4%），REPLIGEN CORP同比增速更快（13.6% vs 0.8%），Empire State Realty OP, L.P.自由现金流更多（$50.6M vs $17.6M），过去两年REPLIGEN CORP的营收复合增速更高（14.4% vs 4.9%）
Empire State Realty OP, L.P. 是一家房地产运营合伙企业，核心业务为持有、管理及出租优质商业与零售物业，主要布局纽约大都会区，旗下拥有帝国大厦等标志性地标，服务企业租户、零售品牌及旅游相关业务板块。
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。
ESBA vs RGEN — 直观对比
营收规模更大
ESBA
是对方的1.0倍
$197.9M
营收增速更快
RGEN
高出12.8%
0.8%
净利率更高
ESBA
高出9.4%
6.7%
自由现金流更多
ESBA
多$33.0M
$17.6M
两年增速更快
RGEN
近两年复合增速
4.9%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $199.2M | $197.9M |
| 净利润 | $32.2M | $13.3M |
| 毛利率 | — | 52.5% |
| 营业利润率 | 17.8% | 9.0% |
| 净利率 | 16.1% | 6.7% |
| 营收同比 | 0.8% | 13.6% |
| 净利润同比 | 71.2% | 143.9% |
| 每股收益（稀释后） | $0.11 | $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ESBARGEN
| Q4 25 | $199.2M | $197.9M | ||
| Q3 25 | $197.7M | $188.8M | ||
| Q2 25 | $191.3M | $182.4M | ||
| Q1 25 | $180.1M | $169.2M | ||
| Q4 24 | $197.6M | $174.1M | ||
| Q3 24 | $199.6M | $154.9M | ||
| Q2 24 | $189.5M | $154.1M | ||
| Q1 24 | $181.2M | $151.3M |
净利润ESBARGEN
| Q4 25 | $32.2M | $13.3M | ||
| Q3 25 | $13.6M | $14.9M | ||
| Q2 25 | $11.4M | $14.9M | ||
| Q1 25 | $15.8M | $5.8M | ||
| Q4 24 | $18.8M | $-30.3M | ||
| Q3 24 | $22.8M | $-654.0K | ||
| Q2 24 | $28.6M | $3.3M | ||
| Q1 24 | $10.2M | $2.1M |
毛利率ESBARGEN
| 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 24 | — | 49.5% |
营业利润率ESBARGEN
| Q4 25 | 17.8% | 9.0% | ||
| Q3 25 | 19.9% | 8.9% | ||
| Q2 25 | 18.4% | 7.6% | ||
| Q1 25 | 14.3% | 3.9% | ||
| Q4 24 | 21.7% | -17.7% | ||
| Q3 24 | 22.7% | -5.1% | ||
| Q2 24 | 20.8% | 1.0% | ||
| Q1 24 | 17.1% | 1.3% |
净利率ESBARGEN
| Q4 25 | 16.1% | 6.7% | ||
| Q3 25 | 6.9% | 7.9% | ||
| Q2 25 | 6.0% | 8.2% | ||
| Q1 25 | 8.8% | 3.4% | ||
| Q4 24 | 9.5% | -17.4% | ||
| Q3 24 | 11.4% | -0.4% | ||
| Q2 24 | 15.1% | 2.2% | ||
| Q1 24 | 5.6% | 1.4% |
每股收益（稀释后）ESBARGEN
| Q4 25 | $0.11 | $0.24 | ||
| Q3 25 | $0.05 | $0.26 | ||
| Q2 25 | $0.04 | $0.26 | ||
| Q1 25 | $0.05 | $0.10 | ||
| Q4 24 | $0.07 | $-0.55 | ||
| Q3 24 | $0.08 | $-0.01 | ||
| Q2 24 | $0.10 | $0.06 | ||
| Q1 24 | $0.03 | $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 | $132.7M | $767.6M |
| 总债务越低越好 | — | $542.2M |
| 股东权益账面价值 | — | $2.1B |
| 总资产 | $4.5B | $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ESBARGEN
| Q4 25 | $132.7M | $767.6M | ||
| Q3 25 | $154.1M | $748.7M | ||
| Q2 25 | $94.6M | $708.9M | ||
| Q1 25 | $187.8M | $697.2M | ||
| Q4 24 | $385.5M | $757.4M | ||
| Q3 24 | $421.9M | $784.0M | ||
| Q2 24 | $535.5M | $809.1M | ||
| Q1 24 | $333.6M | $780.6M |
总债务ESBARGEN
| Q4 25 | — | $542.2M | ||
| Q3 25 | — | $537.9M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $525.6M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益ESBARGEN
| Q4 25 | — | $2.1B | ||
| Q3 25 | — | $2.1B | ||
| Q2 25 | — | $2.1B | ||
| Q1 25 | — | $2.0B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | — | $2.0B | ||
| Q2 24 | — | $2.0B | ||
| Q1 24 | — | $2.0B |
总资产ESBARGEN
| Q4 25 | $4.5B | $2.9B | ||
| Q3 25 | $4.1B | $2.9B | ||
| Q2 25 | $4.1B | $2.9B | ||
| Q1 25 | $4.1B | $2.9B | ||
| Q4 24 | $4.5B | $2.8B | ||
| Q3 24 | $4.4B | $2.8B | ||
| Q2 24 | $4.4B | $2.9B | ||
| Q1 24 | $4.2B | $2.8B |
负债/权益比ESBARGEN
| Q4 25 | — | 0.26× | ||
| Q3 25 | — | 0.26× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.27× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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 | $249.1M | $25.7M |
| 自由现金流经营现金流 - 资本支出 | $50.6M | $17.6M |
| 自由现金流率自由现金流/营收 | 25.4% | 8.9% |
| 资本支出强度资本支出/营收 | 99.6% | 4.1% |
| 现金转化率经营现金流/净利润 | 7.74× | 1.93× |
| 过去12个月自由现金流最近4个季度 | $109.3M | $93.9M |
8季度趋势，按日历期对齐
经营现金流ESBARGEN
| Q4 25 | $249.1M | $25.7M | ||
| Q3 25 | $105.3M | $48.1M | ||
| Q2 25 | $26.7M | $28.6M | ||
| Q1 25 | $83.1M | $15.0M | ||
| Q4 24 | $260.9M | $39.2M | ||
| Q3 24 | $102.8M | $49.3M | ||
| Q2 24 | $37.1M | $42.2M | ||
| Q1 24 | $70.9M | $44.7M |
自由现金流ESBARGEN
| Q4 25 | $50.6M | $17.6M | ||
| Q3 25 | $72.8M | $43.4M | ||
| Q2 25 | $-55.1M | $21.5M | ||
| Q1 25 | $41.1M | $11.4M | ||
| Q4 24 | $88.0M | $33.6M | ||
| Q3 24 | $-65.1M | $42.3M | ||
| Q2 24 | $19.5M | $37.4M | ||
| Q1 24 | $23.2M | $36.4M |
自由现金流率ESBARGEN
| Q4 25 | 25.4% | 8.9% | ||
| Q3 25 | 36.8% | 23.0% | ||
| Q2 25 | -28.8% | 11.8% | ||
| Q1 25 | 22.8% | 6.8% | ||
| Q4 24 | 44.5% | 19.3% | ||
| Q3 24 | -32.6% | 27.3% | ||
| Q2 24 | 10.3% | 24.3% | ||
| Q1 24 | 12.8% | 24.0% |
资本支出强度ESBARGEN
| Q4 25 | 99.6% | 4.1% | ||
| Q3 25 | 16.5% | 2.5% | ||
| Q2 25 | 42.8% | 3.9% | ||
| Q1 25 | 23.4% | 2.1% | ||
| Q4 24 | 87.5% | 3.2% | ||
| Q3 24 | 84.1% | 4.5% | ||
| Q2 24 | 9.3% | 3.1% | ||
| Q1 24 | 26.3% | 5.5% |
现金转化率ESBARGEN
| Q4 25 | 7.74× | 1.93× | ||
| Q3 25 | 7.72× | 3.23× | ||
| Q2 25 | 2.35× | 1.92× | ||
| Q1 25 | 5.27× | 2.57× | ||
| Q4 24 | 13.88× | — | ||
| Q3 24 | 4.51× | — | ||
| Q2 24 | 1.30× | 12.70× | ||
| Q1 24 | 6.94× | 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
ESBA
| Real Estate Segment | $163.8M | 82% |
| Observatory Segment | $35.2M | 18% |
RGEN
暂无分部数据
