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Exodus Movement, Inc.（EXOD）与REGENXBIO Inc.（RGNX）财务数据对比。点击上方公司名可切换其他公司
REGENXBIO Inc.的季度营收约是Exodus Movement, Inc.的1.0倍（$30.3M vs $29.4M），Exodus Movement, Inc.净利率更高（-181.0% vs -221.3%，领先40.3%），REGENXBIO Inc.同比增速更快（43.0% vs -34.4%），Exodus Movement, Inc.自由现金流更多（$-25.8M vs $-52.8M），过去两年REGENXBIO Inc.的营收复合增速更高（39.4% vs 0.6%）
Exodus Movement成立于2015年，核心产品Exodus加密货币钱包支持多端使用，可在桌面端Windows、macOS、Linux系统，移动端iOS、安卓系统以及浏览器扩展中使用，支持比特币、以太坊、索拉纳等多种主流数字资产的存储管理。
REGENXBIO Inc.是一家临床阶段生物技术企业，专注于开发针对罕见及严重遗传疾病的突破性基因疗法。公司拥有专有的腺相关病毒载体技术，既向全球生物制药合作伙伴提供技术授权，也自主推进多疾病领域的基因疗法管线研发。
EXOD vs RGNX — 直观对比
营收规模更大
RGNX
是对方的1.0倍
$29.4M
营收增速更快
RGNX
高出77.4%
-34.4%
净利率更高
EXOD
高出40.3%
-221.3%
自由现金流更多
EXOD
多$27.0M
$-52.8M
两年增速更快
RGNX
近两年复合增速
0.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $29.4M | $30.3M |
| 净利润 | $-53.2M | $-67.1M |
| 毛利率 | — | — |
| 营业利润率 | -226.9% | -190.0% |
| 净利率 | -181.0% | -221.3% |
| 营收同比 | -34.4% | 43.0% |
| 净利润同比 | -179.5% | -31.2% |
| 每股收益（稀释后） | — | $-1.30 |
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EXODRGNX
| Q4 25 | $29.4M | $30.3M | ||
| Q3 25 | $30.3M | $29.7M | ||
| Q2 25 | $25.8M | $21.4M | ||
| Q1 25 | $36.0M | $89.0M | ||
| Q4 24 | $44.8M | $21.2M | ||
| Q3 24 | $20.1M | $24.2M | ||
| Q2 24 | $22.3M | $22.3M | ||
| Q1 24 | $29.1M | $15.6M |
净利润EXODRGNX
| Q4 25 | $-53.2M | $-67.1M | ||
| Q3 25 | $17.0M | $-61.9M | ||
| Q2 25 | $37.7M | $-70.9M | ||
| Q1 25 | $-12.9M | $6.1M | ||
| Q4 24 | $66.9M | $-51.2M | ||
| Q3 24 | $843.0K | $-59.6M | ||
| Q2 24 | $-9.6M | $-53.0M | ||
| Q1 24 | $54.8M | $-63.3M |
毛利率EXODRGNX
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 70.2% | ||
| Q3 24 | 43.7% | 48.8% | ||
| Q2 24 | 51.7% | 52.5% | ||
| Q1 24 | 63.2% | 72.6% |
营业利润率EXODRGNX
| Q4 25 | -226.9% | -190.0% | ||
| Q3 25 | 66.9% | -176.3% | ||
| Q2 25 | — | -296.3% | ||
| Q1 25 | -60.4% | 13.6% | ||
| Q4 24 | — | -242.1% | ||
| Q3 24 | -0.3% | -256.6% | ||
| Q2 24 | -66.1% | -251.3% | ||
| Q1 24 | — | -408.8% |
净利率EXODRGNX
| Q4 25 | -181.0% | -221.3% | ||
| Q3 25 | 56.2% | -208.3% | ||
| Q2 25 | 145.8% | -331.8% | ||
| Q1 25 | -35.8% | 6.8% | ||
| Q4 24 | 149.4% | -241.3% | ||
| Q3 24 | 4.2% | -246.3% | ||
| Q2 24 | -43.1% | -237.7% | ||
| Q1 24 | 188.5% | -405.4% |
每股收益（稀释后）EXODRGNX
| Q4 25 | — | $-1.30 | ||
| Q3 25 | — | $-1.20 | ||
| Q2 25 | — | $-1.38 | ||
| Q1 25 | — | $0.12 | ||
| Q4 24 | — | $-0.99 | ||
| Q3 24 | — | $-1.17 | ||
| Q2 24 | — | $-1.05 | ||
| Q1 24 | — | $-1.38 |
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 | $4.9M | $230.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $247.4M | $102.7M |
| 总资产 | $266.8M | $453.0M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资EXODRGNX
| Q4 25 | $4.9M | $230.1M | ||
| Q3 25 | $50.5M | $274.2M | ||
| Q2 25 | $52.9M | $323.3M | ||
| Q1 25 | $59.8M | $267.9M | ||
| Q4 24 | $37.9M | $234.7M | ||
| Q3 24 | $26.5M | $255.5M | ||
| Q2 24 | $27.8M | $290.4M | ||
| Q1 24 | $21.0M | $338.7M |
股东权益EXODRGNX
| Q4 25 | $247.4M | $102.7M | ||
| Q3 25 | $296.7M | $161.5M | ||
| Q2 25 | $277.1M | $213.7M | ||
| Q1 25 | $241.5M | $274.2M | ||
| Q4 24 | $257.5M | $259.7M | ||
| Q3 24 | $191.2M | $301.4M | ||
| Q2 24 | $190.8M | $348.3M | ||
| Q1 24 | $199.1M | $390.7M |
总资产EXODRGNX
| Q4 25 | $266.8M | $453.0M | ||
| Q3 25 | $338.5M | $525.2M | ||
| Q2 25 | $313.7M | $581.0M | ||
| Q1 25 | $263.2M | $490.9M | ||
| Q4 24 | $288.0M | $466.0M | ||
| Q3 24 | $211.6M | $519.1M | ||
| Q2 24 | $211.6M | $569.4M | ||
| Q1 24 | $225.4M | $629.2M |
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 | $-25.6M | $-52.3M |
| 自由现金流经营现金流 - 资本支出 | $-25.8M | $-52.8M |
| 自由现金流率自由现金流/营收 | -87.9% | -174.0% |
| 资本支出强度资本支出/营收 | 0.9% | 1.7% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $-42.3M | $-126.4M |
8季度趋势，按日历期对齐
经营现金流EXODRGNX
| Q4 25 | $-25.6M | $-52.3M | ||
| Q3 25 | $-4.8M | $-56.0M | ||
| Q2 25 | $-5.3M | $-49.3M | ||
| Q1 25 | $-6.2M | $33.6M | ||
| Q4 24 | $-12.0M | $-31.6M | ||
| Q3 24 | $-4.9M | $-40.5M | ||
| Q2 24 | $-2.4M | $-45.5M | ||
| Q1 24 | $450.0K | $-55.5M |
自由现金流EXODRGNX
| Q4 25 | $-25.8M | $-52.8M | ||
| Q3 25 | $-4.8M | $-56.5M | ||
| Q2 25 | $-5.4M | $-49.7M | ||
| Q1 25 | $-6.2M | $32.6M | ||
| Q4 24 | $-12.3M | $-32.7M | ||
| Q3 24 | $-4.9M | $-40.9M | ||
| Q2 24 | $-2.4M | $-46.0M | ||
| Q1 24 | $300.0K | $-56.0M |
自由现金流率EXODRGNX
| Q4 25 | -87.9% | -174.0% | ||
| Q3 25 | -16.0% | -189.9% | ||
| Q2 25 | -20.7% | -232.8% | ||
| Q1 25 | -17.3% | 36.6% | ||
| Q4 24 | -27.5% | -154.2% | ||
| Q3 24 | -24.5% | -168.9% | ||
| Q2 24 | -10.8% | -206.2% | ||
| Q1 24 | 1.0% | -358.5% |
资本支出强度EXODRGNX
| Q4 25 | 0.9% | 1.7% | ||
| Q3 25 | 0.1% | 1.7% | ||
| Q2 25 | 0.4% | 1.8% | ||
| Q1 25 | 0.1% | 1.2% | ||
| Q4 24 | 0.6% | 5.1% | ||
| Q3 24 | 0.2% | 1.3% | ||
| Q2 24 | 0.2% | 2.1% | ||
| Q1 24 | 0.5% | 3.6% |
现金转化率EXODRGNX
| Q4 25 | — | — | ||
| Q3 25 | -0.28× | — | ||
| Q2 25 | -0.14× | — | ||
| Q1 25 | — | 5.53× | ||
| Q4 24 | -0.18× | — | ||
| Q3 24 | -5.80× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 0.01× | — |
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
EXOD
| Exchange Aggregation | $26.6M | 90% |
| Other | $2.8M | 10% |
RGNX
| Novartis Gene Therapies | $24.2M | 80% |
| Nippon Shinyaku Collaboration And License Agreement | $4.3M | 14% |
| Nippon Shinyaku Services | $1.4M | 5% |
