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GAIA, INC（GAIA）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GAIA, INC的1.2倍（$30.3M vs $25.5M），GAIA, INC净利率更高（-0.3% vs -221.3%，领先221.0%），REGENXBIO Inc.同比增速更快（43.0% vs 5.8%），GAIA, INC自由现金流更多（$76.0K vs $-52.8M），过去两年REGENXBIO Inc.的营收复合增速更高（39.4% vs 9.4%）
Gaia Inc.是一家美国媒体公司，1988年由伊尔卡·里萨维在科罗拉多州路易斯维尔创立，在纳斯达克上市，股票代码GAIA。该公司运营订阅视频点播平台Gaia TV，提供原创和授权的另类媒体纪录片，内容涵盖健康、灵性等主题。
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。
GAIA vs RGNX — 直观对比
营收规模更大
RGNX
是对方的1.2倍
$25.5M
营收增速更快
RGNX
高出37.2%
5.8%
净利率更高
GAIA
高出221.0%
-221.3%
自由现金流更多
GAIA
多$52.9M
$-52.8M
两年增速更快
RGNX
近两年复合增速
9.4%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $25.5M | $30.3M |
| 净利润 | $-75.0K | $-67.1M |
| 毛利率 | 87.6% | — |
| 营业利润率 | -2.6% | -190.0% |
| 净利率 | -0.3% | -221.3% |
| 营收同比 | 5.8% | 43.0% |
| 净利润同比 | 91.7% | -31.2% |
| 每股收益（稀释后） | $-0.02 | $-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GAIARGNX
| Q4 25 | $25.5M | $30.3M | ||
| Q3 25 | $25.0M | $29.7M | ||
| Q2 25 | $24.6M | $21.4M | ||
| Q1 25 | $23.8M | $89.0M | ||
| Q4 24 | $24.1M | $21.2M | ||
| Q3 24 | $22.0M | $24.2M | ||
| Q2 24 | $21.9M | $22.3M | ||
| Q1 24 | $21.3M | $15.6M |
净利润GAIARGNX
| Q4 25 | $-75.0K | $-67.1M | ||
| Q3 25 | $-1.2M | $-61.9M | ||
| Q2 25 | $-2.0M | $-70.9M | ||
| Q1 25 | $-1.2M | $6.1M | ||
| Q4 24 | $-907.0K | $-51.2M | ||
| Q3 24 | $-1.2M | $-59.6M | ||
| Q2 24 | $-2.2M | $-53.0M | ||
| Q1 24 | $-971.0K | $-63.3M |
毛利率GAIARGNX
| Q4 25 | 87.6% | — | ||
| Q3 25 | 86.4% | — | ||
| Q2 25 | 86.7% | — | ||
| Q1 25 | 87.7% | — | ||
| Q4 24 | 88.2% | 70.2% | ||
| Q3 24 | 86.1% | 48.8% | ||
| Q2 24 | 84.5% | 52.5% | ||
| Q1 24 | 85.3% | 72.6% |
营业利润率GAIARGNX
| Q4 25 | -2.6% | -190.0% | ||
| Q3 25 | -5.0% | -176.3% | ||
| Q2 25 | -8.9% | -296.3% | ||
| Q1 25 | -4.3% | 13.6% | ||
| Q4 24 | -7.1% | -242.1% | ||
| Q3 24 | -5.3% | -256.6% | ||
| Q2 24 | -9.1% | -251.3% | ||
| Q1 24 | -4.0% | -408.8% |
净利率GAIARGNX
| Q4 25 | -0.3% | -221.3% | ||
| Q3 25 | -4.6% | -208.3% | ||
| Q2 25 | -8.3% | -331.8% | ||
| Q1 25 | -5.1% | 6.8% | ||
| Q4 24 | -3.8% | -241.3% | ||
| Q3 24 | -5.4% | -246.3% | ||
| Q2 24 | -9.9% | -237.7% | ||
| Q1 24 | -4.6% | -405.4% |
每股收益（稀释后）GAIARGNX
| Q4 25 | $-0.02 | $-1.30 | ||
| Q3 25 | $-0.05 | $-1.20 | ||
| Q2 25 | $-0.07 | $-1.38 | ||
| Q1 25 | $-0.04 | $0.12 | ||
| Q4 24 | $-0.03 | $-0.99 | ||
| Q3 24 | $-0.05 | $-1.17 | ||
| Q2 24 | $-0.09 | $-1.05 | ||
| Q1 24 | $-0.05 | $-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 | $13.5M | $230.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $87.9M | $102.7M |
| 总资产 | $154.6M | $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GAIARGNX
| Q4 25 | $13.5M | $230.1M | ||
| Q3 25 | $14.2M | $274.2M | ||
| Q2 25 | $13.9M | $323.3M | ||
| Q1 25 | $13.1M | $267.9M | ||
| Q4 24 | $5.9M | $234.7M | ||
| Q3 24 | $4.4M | $255.5M | ||
| Q2 24 | $5.5M | $290.4M | ||
| Q1 24 | $8.6M | $338.7M |
股东权益GAIARGNX
| Q4 25 | $87.9M | $102.7M | ||
| Q3 25 | $86.3M | $161.5M | ||
| Q2 25 | $85.7M | $213.7M | ||
| Q1 25 | $87.0M | $274.2M | ||
| Q4 24 | $80.7M | $259.7M | ||
| Q3 24 | $81.2M | $301.4M | ||
| Q2 24 | $82.1M | $348.3M | ||
| Q1 24 | $84.8M | $390.7M |
总资产GAIARGNX
| Q4 25 | $154.6M | $453.0M | ||
| Q3 25 | $151.1M | $525.2M | ||
| Q2 25 | $147.0M | $581.0M | ||
| Q1 25 | $148.5M | $490.9M | ||
| Q4 24 | $141.2M | $466.0M | ||
| Q3 24 | $139.6M | $519.1M | ||
| Q2 24 | $142.1M | $569.4M | ||
| Q1 24 | $133.8M | $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 | $1.8M | $-52.3M |
| 自由现金流经营现金流 - 资本支出 | $76.0K | $-52.8M |
| 自由现金流率自由现金流/营收 | 0.3% | -174.0% |
| 资本支出强度资本支出/营收 | 6.6% | 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 | $-377.0K | $-126.4M |
8季度趋势，按日历期对齐
经营现金流GAIARGNX
| Q4 25 | $1.8M | $-52.3M | ||
| Q3 25 | $326.0K | $-56.0M | ||
| Q2 25 | $2.3M | $-49.3M | ||
| Q1 25 | $1.3M | $33.6M | ||
| Q4 24 | $2.7M | $-31.6M | ||
| Q3 24 | $409.0K | $-40.5M | ||
| Q2 24 | $-2.1M | $-45.5M | ||
| Q1 24 | $5.9M | $-55.5M |
自由现金流GAIARGNX
| Q4 25 | $76.0K | $-52.8M | ||
| Q3 25 | $-1.6M | $-56.5M | ||
| Q2 25 | $880.0K | $-49.7M | ||
| Q1 25 | $268.0K | $32.6M | ||
| Q4 24 | $1.6M | $-32.7M | ||
| Q3 24 | $-952.0K | $-40.9M | ||
| Q2 24 | $-3.5M | $-46.0M | ||
| Q1 24 | $4.9M | $-56.0M |
自由现金流率GAIARGNX
| Q4 25 | 0.3% | -174.0% | ||
| Q3 25 | -6.4% | -189.9% | ||
| Q2 25 | 3.6% | -232.8% | ||
| Q1 25 | 1.1% | 36.6% | ||
| Q4 24 | 6.5% | -154.2% | ||
| Q3 24 | -4.3% | -168.9% | ||
| Q2 24 | -16.1% | -206.2% | ||
| Q1 24 | 22.8% | -358.5% |
资本支出强度GAIARGNX
| Q4 25 | 6.6% | 1.7% | ||
| Q3 25 | 7.7% | 1.7% | ||
| Q2 25 | 5.7% | 1.8% | ||
| Q1 25 | 4.3% | 1.2% | ||
| Q4 24 | 4.6% | 5.1% | ||
| Q3 24 | 6.2% | 1.3% | ||
| Q2 24 | 6.6% | 2.1% | ||
| Q1 24 | 5.0% | 3.6% |
现金转化率GAIARGNX
| 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
GAIA
| US | $16.7M | 65% |
| Non Us | $8.8M | 35% |
RGNX
| Novartis Gene Therapies | $24.2M | 80% |
| Nippon Shinyaku Collaboration And License Agreement | $4.3M | 14% |
| Nippon Shinyaku Services | $1.4M | 5% |
