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EVgo Inc.（EVGO）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EVgo Inc.的1.7倍（$197.9M vs $118.5M），REPLIGEN CORP净利率更高（6.7% vs -4.1%，领先10.8%），EVgo Inc.同比增速更快（75.5% vs 13.6%），REPLIGEN CORP自由现金流更多（$17.6M vs $-38.1M），过去两年EVgo Inc.的营收复合增速更高（46.6% vs 14.4%）
EVgo Inc.是美国知名的电动汽车快充网络运营商，截至2023年8月，公司已布局超过950个充电站点，覆盖美国35个州，旗下充电桩兼容全球各大主流车企的电动汽车。
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。
EVGO vs RGEN — 直观对比
营收规模更大
RGEN
是对方的1.7倍
$118.5M
营收增速更快
EVGO
高出61.8%
13.6%
净利率更高
RGEN
高出10.8%
-4.1%
自由现金流更多
RGEN
多$55.7M
$-38.1M
两年增速更快
EVGO
近两年复合增速
14.4%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $118.5M | $197.9M |
| 净利润 | $-4.8M | $13.3M |
| 毛利率 | 38.0% | 52.5% |
| 营业利润率 | -10.4% | 9.0% |
| 净利率 | -4.1% | 6.7% |
| 营收同比 | 75.5% | 13.6% |
| 净利润同比 | 61.1% | 143.9% |
| 每股收益（稀释后） | $-0.03 | $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EVGORGEN
| Q4 25 | $118.5M | $197.9M | ||
| Q3 25 | $92.3M | $188.8M | ||
| Q2 25 | $98.0M | $182.4M | ||
| Q1 25 | $75.3M | $169.2M | ||
| Q4 24 | $67.5M | $174.1M | ||
| Q3 24 | $67.5M | $154.9M | ||
| Q2 24 | $66.6M | $154.1M | ||
| Q1 24 | $55.2M | $151.3M |
净利润EVGORGEN
| Q4 25 | $-4.8M | $13.3M | ||
| Q3 25 | $-12.4M | $14.9M | ||
| Q2 25 | $-13.0M | $14.9M | ||
| Q1 25 | $-11.4M | $5.8M | ||
| Q4 24 | $-12.4M | $-30.3M | ||
| Q3 24 | $-11.7M | $-654.0K | ||
| Q2 24 | $-10.4M | $3.3M | ||
| Q1 24 | $-9.8M | $2.1M |
毛利率EVGORGEN
| Q4 25 | 38.0% | 52.5% | ||
| Q3 25 | 13.6% | 53.2% | ||
| Q2 25 | 14.2% | 50.0% | ||
| Q1 25 | 12.4% | 53.6% | ||
| Q4 24 | 14.5% | 26.1% | ||
| Q3 24 | 9.4% | 50.0% | ||
| Q2 24 | 9.6% | 49.8% | ||
| Q1 24 | 12.4% | 49.5% |
营业利润率EVGORGEN
| Q4 25 | -10.4% | 9.0% | ||
| Q3 25 | -36.9% | 8.9% | ||
| Q2 25 | -31.4% | 7.6% | ||
| Q1 25 | -44.4% | 3.9% | ||
| Q4 24 | -51.9% | -17.7% | ||
| Q3 24 | -47.1% | -5.1% | ||
| Q2 24 | -48.6% | 1.0% | ||
| Q1 24 | -58.7% | 1.3% |
净利率EVGORGEN
| Q4 25 | -4.1% | 6.7% | ||
| Q3 25 | -13.4% | 7.9% | ||
| Q2 25 | -13.3% | 8.2% | ||
| Q1 25 | -15.1% | 3.4% | ||
| Q4 24 | -18.4% | -17.4% | ||
| Q3 24 | -17.3% | -0.4% | ||
| Q2 24 | -15.6% | 2.2% | ||
| Q1 24 | -17.8% | 1.4% |
每股收益（稀释后）EVGORGEN
| Q4 25 | $-0.03 | $0.24 | ||
| Q3 25 | $-0.09 | $0.26 | ||
| Q2 25 | $-0.10 | $0.26 | ||
| Q1 25 | $-0.09 | $0.10 | ||
| Q4 24 | $-0.11 | $-0.55 | ||
| Q3 24 | $-0.11 | $-0.01 | ||
| Q2 24 | $-0.10 | $0.06 | ||
| Q1 24 | $-0.09 | $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 | $151.0M | $767.6M |
| 总债务越低越好 | $206.5M | $542.2M |
| 股东权益账面价值 | $-116.9M | $2.1B |
| 总资产 | $964.8M | $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EVGORGEN
| Q4 25 | $151.0M | $767.6M | ||
| Q3 25 | $181.3M | $748.7M | ||
| Q2 25 | $154.5M | $708.9M | ||
| Q1 25 | $150.0M | $697.2M | ||
| Q4 24 | $117.3M | $757.4M | ||
| Q3 24 | $141.9M | $784.0M | ||
| Q2 24 | $162.3M | $809.1M | ||
| Q1 24 | $175.1M | $780.6M |
总债务EVGORGEN
| Q4 25 | $206.5M | $542.2M | ||
| Q3 25 | $157.3M | $537.9M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $525.6M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益EVGORGEN
| Q4 25 | $-116.9M | $2.1B | ||
| Q3 25 | $-428.1M | $2.1B | ||
| Q2 25 | $-230.1M | $2.1B | ||
| Q1 25 | $-36.8M | $2.0B | ||
| Q4 24 | $-256.1M | $2.0B | ||
| Q3 24 | $-344.8M | $2.0B | ||
| Q2 24 | $13.6M | $2.0B | ||
| Q1 24 | $25.7M | $2.0B |
总资产EVGORGEN
| Q4 25 | $964.8M | $2.9B | ||
| Q3 25 | $931.8M | $2.9B | ||
| Q2 25 | $864.7M | $2.9B | ||
| Q1 25 | $856.0M | $2.9B | ||
| Q4 24 | $803.8M | $2.8B | ||
| Q3 24 | $791.7M | $2.8B | ||
| Q2 24 | $785.3M | $2.9B | ||
| Q1 24 | $787.5M | $2.8B |
负债/权益比EVGORGEN
| 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 | $11.3M | $25.7M |
| 自由现金流经营现金流 - 资本支出 | $-38.1M | $17.6M |
| 自由现金流率自由现金流/营收 | -32.2% | 8.9% |
| 资本支出强度资本支出/营收 | 41.7% | 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 | $-124.4M | $93.9M |
8季度趋势，按日历期对齐
经营现金流EVGORGEN
| Q4 25 | $11.3M | $25.7M | ||
| Q3 25 | $-22.8M | $48.1M | ||
| Q2 25 | $14.1M | $28.6M | ||
| Q1 25 | $-10.2M | $15.0M | ||
| Q4 24 | $-12.8M | $39.2M | ||
| Q3 24 | $12.1M | $49.3M | ||
| Q2 24 | $7.6M | $42.2M | ||
| Q1 24 | $-14.1M | $44.7M |
自由现金流EVGORGEN
| Q4 25 | $-38.1M | $17.6M | ||
| Q3 25 | $-49.0M | $43.4M | ||
| Q2 25 | $-12.1M | $21.5M | ||
| Q1 25 | $-25.2M | $11.4M | ||
| Q4 24 | $-36.5M | $33.6M | ||
| Q3 24 | $-13.7M | $42.3M | ||
| Q2 24 | $-16.6M | $37.4M | ||
| Q1 24 | $-35.2M | $36.4M |
自由现金流率EVGORGEN
| Q4 25 | -32.2% | 8.9% | ||
| Q3 25 | -53.1% | 23.0% | ||
| Q2 25 | -12.4% | 11.8% | ||
| Q1 25 | -33.5% | 6.8% | ||
| Q4 24 | -54.1% | 19.3% | ||
| Q3 24 | -20.3% | 27.3% | ||
| Q2 24 | -25.0% | 24.3% | ||
| Q1 24 | -63.7% | 24.0% |
资本支出强度EVGORGEN
| Q4 25 | 41.7% | 4.1% | ||
| Q3 25 | 28.3% | 2.5% | ||
| Q2 25 | 26.7% | 3.9% | ||
| Q1 25 | 19.9% | 2.1% | ||
| Q4 24 | 35.1% | 3.2% | ||
| Q3 24 | 38.3% | 4.5% | ||
| Q2 24 | 36.3% | 3.1% | ||
| Q1 24 | 38.2% | 5.5% |
现金转化率EVGORGEN
| Q4 25 | — | 1.93× | ||
| Q3 25 | — | 3.23× | ||
| Q2 25 | — | 1.92× | ||
| Q1 25 | — | 2.57× | ||
| Q4 24 | — | — | ||
| 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
EVGO
| Charging Network Revenue | $63.6M | 54% |
| Charging Revenue Retail | $35.8M | 30% |
| Charging Revenue Commercial | $9.3M | 8% |
| Charging Revenue Oem | $6.5M | 6% |
| Regulatory Credit Sales | $2.2M | 2% |
RGEN
暂无分部数据
