vs
Firefly Aerospace Inc.（FLY）与REGENXBIO Inc.（RGNX）财务数据对比。点击上方公司名可切换其他公司
Firefly Aerospace Inc.的季度营收约是REGENXBIO Inc.的1.0倍（$30.8M vs $30.3M），REGENXBIO Inc.净利率更高（-221.3% vs -433.5%，领先212.1%），REGENXBIO Inc.同比增速更快（43.0% vs 37.6%），REGENXBIO Inc.自由现金流更多（$-52.8M vs $-62.0M）
萤火虫航空航天（Firefly Aerospace）是总部位于美国得克萨斯州锡达帕克的商业航天企业，专注于研发中小型运载火箭，为客户提供商业轨道发射服务，致力于降低太空准入门槛，推动商业航天行业的发展。
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。
FLY vs RGNX — 直观对比
营收规模更大
FLY
是对方的1.0倍
$30.3M
营收增速更快
RGNX
高出5.4%
37.6%
净利率更高
RGNX
高出212.1%
-433.5%
自由现金流更多
RGNX
多$9.2M
$-62.0M
损益表 — Q3 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $30.8M | $30.3M |
| 净利润 | $-133.4M | $-67.1M |
| 毛利率 | 27.6% | — |
| 营业利润率 | -202.1% | -190.0% |
| 净利率 | -433.5% | -221.3% |
| 营收同比 | 37.6% | 43.0% |
| 净利润同比 | -227.1% | -31.2% |
| 每股收益（稀释后） | $-1.50 | $-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FLYRGNX
| Q4 25 | — | $30.3M | ||
| Q3 25 | $30.8M | $29.7M | ||
| Q2 25 | $15.5M | $21.4M | ||
| Q1 25 | — | $89.0M | ||
| Q4 24 | — | $21.2M | ||
| Q3 24 | $22.4M | $24.2M | ||
| Q2 24 | $21.1M | $22.3M | ||
| Q1 24 | — | $15.6M |
净利润FLYRGNX
| Q4 25 | — | $-67.1M | ||
| Q3 25 | $-133.4M | $-61.9M | ||
| Q2 25 | $-63.8M | $-70.9M | ||
| Q1 25 | — | $6.1M | ||
| Q4 24 | — | $-51.2M | ||
| Q3 24 | $-40.8M | $-59.6M | ||
| Q2 24 | $-53.5M | $-53.0M | ||
| Q1 24 | — | $-63.3M |
毛利率FLYRGNX
| Q4 25 | — | — | ||
| Q3 25 | 27.6% | — | ||
| Q2 25 | 25.7% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 70.2% | ||
| Q3 24 | 34.7% | 48.8% | ||
| Q2 24 | 14.0% | 52.5% | ||
| Q1 24 | — | 72.6% |
营业利润率FLYRGNX
| Q4 25 | — | -190.0% | ||
| Q3 25 | -202.1% | -176.3% | ||
| Q2 25 | -349.5% | -296.3% | ||
| Q1 25 | — | 13.6% | ||
| Q4 24 | — | -242.1% | ||
| Q3 24 | -152.9% | -256.6% | ||
| Q2 24 | -232.1% | -251.3% | ||
| Q1 24 | — | -408.8% |
净利率FLYRGNX
| Q4 25 | — | -221.3% | ||
| Q3 25 | -433.5% | -208.3% | ||
| Q2 25 | -410.2% | -331.8% | ||
| Q1 25 | — | 6.8% | ||
| Q4 24 | — | -241.3% | ||
| Q3 24 | -182.3% | -246.3% | ||
| Q2 24 | -253.7% | -237.7% | ||
| Q1 24 | — | -405.4% |
每股收益（稀释后）FLYRGNX
| Q4 25 | — | $-1.30 | ||
| Q3 25 | $-1.50 | $-1.20 | ||
| Q2 25 | $-5.78 | $-1.38 | ||
| Q1 25 | — | $0.12 | ||
| Q4 24 | — | $-0.99 | ||
| Q3 24 | $-3.57 | $-1.17 | ||
| Q2 24 | $-4.60 | $-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 | $995.2M | $230.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $948.8M | $102.7M |
| 总资产 | $1.3B | $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FLYRGNX
| Q4 25 | — | $230.1M | ||
| Q3 25 | $995.2M | $274.2M | ||
| Q2 25 | $205.3M | $323.3M | ||
| Q1 25 | — | $267.9M | ||
| Q4 24 | — | $234.7M | ||
| Q3 24 | $26.4M | $255.5M | ||
| Q2 24 | $21.9M | $290.4M | ||
| Q1 24 | — | $338.7M |
总债务FLYRGNX
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $136.1M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益FLYRGNX
| Q4 25 | — | $102.7M | ||
| Q3 25 | $948.8M | $161.5M | ||
| Q2 25 | $-918.0M | $213.7M | ||
| Q1 25 | — | $274.2M | ||
| Q4 24 | — | $259.7M | ||
| Q3 24 | $-665.5M | $301.4M | ||
| Q2 24 | $-620.0M | $348.3M | ||
| Q1 24 | — | $390.7M |
总资产FLYRGNX
| Q4 25 | — | $453.0M | ||
| Q3 25 | $1.3B | $525.2M | ||
| Q2 25 | $466.8M | $581.0M | ||
| Q1 25 | — | $490.9M | ||
| Q4 24 | — | $466.0M | ||
| Q3 24 | — | $519.1M | ||
| Q2 24 | — | $569.4M | ||
| Q1 24 | — | $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 | $-53.0M | $-52.3M |
| 自由现金流经营现金流 - 资本支出 | $-62.0M | $-52.8M |
| 自由现金流率自由现金流/营收 | -201.3% | -174.0% |
| 资本支出强度资本支出/营收 | 29.0% | 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 | — | $-126.4M |
8季度趋势，按日历期对齐
经营现金流FLYRGNX
| Q4 25 | — | $-52.3M | ||
| Q3 25 | $-53.0M | $-56.0M | ||
| Q2 25 | — | $-49.3M | ||
| Q1 25 | — | $33.6M | ||
| Q4 24 | — | $-31.6M | ||
| Q3 24 | — | $-40.5M | ||
| Q2 24 | — | $-45.5M | ||
| Q1 24 | — | $-55.5M |
自由现金流FLYRGNX
| Q4 25 | — | $-52.8M | ||
| Q3 25 | $-62.0M | $-56.5M | ||
| Q2 25 | — | $-49.7M | ||
| Q1 25 | — | $32.6M | ||
| Q4 24 | — | $-32.7M | ||
| Q3 24 | — | $-40.9M | ||
| Q2 24 | — | $-46.0M | ||
| Q1 24 | — | $-56.0M |
自由现金流率FLYRGNX
| Q4 25 | — | -174.0% | ||
| Q3 25 | -201.3% | -189.9% | ||
| Q2 25 | — | -232.8% | ||
| Q1 25 | — | 36.6% | ||
| Q4 24 | — | -154.2% | ||
| Q3 24 | — | -168.9% | ||
| Q2 24 | — | -206.2% | ||
| Q1 24 | — | -358.5% |
资本支出强度FLYRGNX
| Q4 25 | — | 1.7% | ||
| Q3 25 | 29.0% | 1.7% | ||
| Q2 25 | — | 1.8% | ||
| Q1 25 | — | 1.2% | ||
| Q4 24 | — | 5.1% | ||
| Q3 24 | — | 1.3% | ||
| Q2 24 | — | 2.1% | ||
| Q1 24 | — | 3.6% |
现金转化率FLYRGNX
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 5.53× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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
FLY
| Spacecraft Solutions Revenue | $21.4M | 69% |
| Launch Revenue | $9.4M | 31% |
RGNX
| Novartis Gene Therapies | $24.2M | 80% |
| Nippon Shinyaku Collaboration And License Agreement | $4.3M | 14% |
| Nippon Shinyaku Services | $1.4M | 5% |
