vs
GRID DYNAMICS HOLDINGS, INC.（GDYN）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GRID DYNAMICS HOLDINGS, INC.的1.9倍（$197.9M vs $104.1M），REPLIGEN CORP净利率更高（6.7% vs -1.4%，领先8.1%），REPLIGEN CORP同比增速更快（13.6% vs 3.7%），过去两年REPLIGEN CORP的营收复合增速更高（14.4% vs 12.0%）
Escape Dynamics Inc.是一家总部位于科罗拉多州的科技企业，活跃于2010年至2015年，核心业务方向是研发可单级入轨、依靠电磁驱动的可重复使用航天飞机，并推动该项目实现商业化落地。
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。
GDYN vs RGEN — 直观对比
营收规模更大
RGEN
是对方的1.9倍
$104.1M
营收增速更快
RGEN
高出10.0%
3.7%
净利率更高
RGEN
高出8.1%
-1.4%
两年增速更快
RGEN
近两年复合增速
12.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $104.1M | $197.9M |
| 净利润 | $-1.5M | $13.3M |
| 毛利率 | 34.8% | 52.5% |
| 营业利润率 | 61.7% | 9.0% |
| 净利率 | -1.4% | 6.7% |
| 营收同比 | 3.7% | 13.6% |
| 净利润同比 | -150.6% | 143.9% |
| 每股收益（稀释后） | $-0.02 | $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GDYNRGEN
| Q1 26 | $104.1M | — | ||
| Q4 25 | $106.2M | $197.9M | ||
| Q3 25 | $104.2M | $188.8M | ||
| Q2 25 | $101.1M | $182.4M | ||
| Q1 25 | $100.4M | $169.2M | ||
| Q4 24 | $100.3M | $174.1M | ||
| Q3 24 | $87.4M | $154.9M | ||
| Q2 24 | $83.0M | $154.1M |
净利润GDYNRGEN
| Q1 26 | $-1.5M | — | ||
| Q4 25 | $306.0K | $13.3M | ||
| Q3 25 | $1.2M | $14.9M | ||
| Q2 25 | $5.3M | $14.9M | ||
| Q1 25 | $2.9M | $5.8M | ||
| Q4 24 | $4.5M | $-30.3M | ||
| Q3 24 | $4.3M | $-654.0K | ||
| Q2 24 | $-817.0K | $3.3M |
毛利率GDYNRGEN
| Q1 26 | 34.8% | — | ||
| Q4 25 | 34.0% | 52.5% | ||
| Q3 25 | 33.3% | 53.2% | ||
| Q2 25 | 34.1% | 50.0% | ||
| Q1 25 | 36.8% | 53.6% | ||
| Q4 24 | 36.9% | 26.1% | ||
| Q3 24 | 37.4% | 50.0% | ||
| Q2 24 | 35.6% | 49.8% |
营业利润率GDYNRGEN
| Q1 26 | 61.7% | — | ||
| Q4 25 | 0.5% | 9.0% | ||
| Q3 25 | -0.2% | 8.9% | ||
| Q2 25 | -0.1% | 7.6% | ||
| Q1 25 | -2.0% | 3.9% | ||
| Q4 24 | 1.3% | -17.7% | ||
| Q3 24 | 2.4% | -5.1% | ||
| Q2 24 | 0.0% | 1.0% |
净利率GDYNRGEN
| Q1 26 | -1.4% | — | ||
| Q4 25 | 0.3% | 6.7% | ||
| Q3 25 | 1.1% | 7.9% | ||
| Q2 25 | 5.2% | 8.2% | ||
| Q1 25 | 2.9% | 3.4% | ||
| Q4 24 | 4.5% | -17.4% | ||
| Q3 24 | 4.9% | -0.4% | ||
| Q2 24 | -1.0% | 2.2% |
每股收益（稀释后）GDYNRGEN
| Q1 26 | $-0.02 | — | ||
| Q4 25 | $0.01 | $0.24 | ||
| Q3 25 | $0.01 | $0.26 | ||
| Q2 25 | $0.06 | $0.26 | ||
| Q1 25 | $0.03 | $0.10 | ||
| Q4 24 | $0.06 | $-0.55 | ||
| Q3 24 | $0.05 | $-0.01 | ||
| Q2 24 | $-0.01 | $0.06 |
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 | $327.5M | $767.6M |
| 总债务越低越好 | — | $542.2M |
| 股东权益账面价值 | $530.1M | $2.1B |
| 总资产 | $605.0M | $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GDYNRGEN
| Q1 26 | $327.5M | — | ||
| Q4 25 | $342.1M | $767.6M | ||
| Q3 25 | $338.6M | $748.7M | ||
| Q2 25 | $336.8M | $708.9M | ||
| Q1 25 | $325.5M | $697.2M | ||
| Q4 24 | $334.7M | $757.4M | ||
| Q3 24 | $231.3M | $784.0M | ||
| Q2 24 | $256.0M | $809.1M |
总债务GDYNRGEN
| Q1 26 | — | — | ||
| Q4 25 | — | $542.2M | ||
| Q3 25 | — | $537.9M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $525.6M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益GDYNRGEN
| Q1 26 | $530.1M | — | ||
| Q4 25 | $542.1M | $2.1B | ||
| Q3 25 | $537.7M | $2.1B | ||
| Q2 25 | $532.2M | $2.1B | ||
| Q1 25 | $517.4M | $2.0B | ||
| Q4 24 | $517.8M | $2.0B | ||
| Q3 24 | $400.2M | $2.0B | ||
| Q2 24 | $388.4M | $2.0B |
总资产GDYNRGEN
| Q1 26 | $605.0M | — | ||
| Q4 25 | $612.9M | $2.9B | ||
| Q3 25 | $613.2M | $2.9B | ||
| Q2 25 | $608.9M | $2.9B | ||
| Q1 25 | $590.9M | $2.9B | ||
| Q4 24 | $592.2M | $2.8B | ||
| Q3 24 | $477.3M | $2.8B | ||
| Q2 24 | $443.6M | $2.9B |
负债/权益比GDYNRGEN
| Q1 26 | — | — | ||
| Q4 25 | — | 0.26× | ||
| Q3 25 | — | 0.26× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.27× | ||
| Q3 24 | — | — | ||
| Q2 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 | — | $25.7M |
| 自由现金流经营现金流 - 资本支出 | — | $17.6M |
| 自由现金流率自由现金流/营收 | — | 8.9% |
| 资本支出强度资本支出/营收 | — | 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 | — | $93.9M |
8季度趋势，按日历期对齐
经营现金流GDYNRGEN
| Q1 26 | — | — | ||
| Q4 25 | $9.9M | $25.7M | ||
| Q3 25 | $7.0M | $48.1M | ||
| Q2 25 | $14.4M | $28.6M | ||
| Q1 25 | $9.4M | $15.0M | ||
| Q4 24 | $7.1M | $39.2M | ||
| Q3 24 | $9.2M | $49.3M | ||
| Q2 24 | $10.7M | $42.2M |
自由现金流GDYNRGEN
| Q1 26 | — | — | ||
| Q4 25 | $6.1M | $17.6M | ||
| Q3 25 | $2.9M | $43.4M | ||
| Q2 25 | $10.2M | $21.5M | ||
| Q1 25 | $6.0M | $11.4M | ||
| Q4 24 | $4.4M | $33.6M | ||
| Q3 24 | $5.9M | $42.3M | ||
| Q2 24 | $8.0M | $37.4M |
自由现金流率GDYNRGEN
| Q1 26 | — | — | ||
| Q4 25 | 5.7% | 8.9% | ||
| Q3 25 | 2.8% | 23.0% | ||
| Q2 25 | 10.1% | 11.8% | ||
| Q1 25 | 6.0% | 6.8% | ||
| Q4 24 | 4.4% | 19.3% | ||
| Q3 24 | 6.8% | 27.3% | ||
| Q2 24 | 9.7% | 24.3% |
资本支出强度GDYNRGEN
| Q1 26 | — | — | ||
| Q4 25 | 3.6% | 4.1% | ||
| Q3 25 | 3.9% | 2.5% | ||
| Q2 25 | 4.1% | 3.9% | ||
| Q1 25 | 3.3% | 2.1% | ||
| Q4 24 | 2.6% | 3.2% | ||
| Q3 24 | 3.7% | 4.5% | ||
| Q2 24 | 3.2% | 3.1% |
现金转化率GDYNRGEN
| Q1 26 | — | — | ||
| Q4 25 | 32.34× | 1.93× | ||
| Q3 25 | 5.92× | 3.23× | ||
| Q2 25 | 2.73× | 1.92× | ||
| Q1 25 | 3.21× | 2.57× | ||
| Q4 24 | 1.56× | — | ||
| Q3 24 | 2.15× | — | ||
| Q2 24 | — | 12.70× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
