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Global Net Lease, Inc.（GNL）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Global Net Lease, Inc.的1.7倍（$197.9M vs $117.0M），Global Net Lease, Inc.净利率更高（41.2% vs 6.7%，领先34.5%），REPLIGEN CORP同比增速更快（13.6% vs -15.1%），过去两年REPLIGEN CORP的营收复合增速更高（14.4% vs -11.1%）
Global Net Lease, Inc. 是一家上市房地产投资信托机构，主要收购、持有并运营多元化商业地产资产，通过长期净租赁协议出租物业，项目覆盖北美、欧洲多地，涵盖工业、办公、零售等领域，为股东提供稳定的长期收益。
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。
GNL vs RGEN — 直观对比
营收规模更大
RGEN
是对方的1.7倍
$117.0M
营收增速更快
RGEN
高出28.8%
-15.1%
净利率更高
GNL
高出34.5%
6.7%
两年增速更快
RGEN
近两年复合增速
-11.1%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $117.0M | $197.9M |
| 净利润 | $48.2M | $13.3M |
| 毛利率 | — | 52.5% |
| 营业利润率 | 94.7% | 9.0% |
| 净利率 | 41.2% | 6.7% |
| 营收同比 | -15.1% | 13.6% |
| 净利润同比 | 838.7% | 143.9% |
| 每股收益（稀释后） | $0.14 | $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GNLRGEN
| Q4 25 | $117.0M | $197.9M | ||
| Q3 25 | $121.0M | $188.8M | ||
| Q2 25 | $124.9M | $182.4M | ||
| Q1 25 | $132.4M | $169.2M | ||
| Q4 24 | $137.8M | $174.1M | ||
| Q3 24 | $138.7M | $154.9M | ||
| Q2 24 | $145.5M | $154.1M | ||
| Q1 24 | $147.9M | $151.3M |
净利润GNLRGEN
| Q4 25 | $48.2M | $13.3M | ||
| Q3 25 | $-60.1M | $14.9M | ||
| Q2 25 | $-24.1M | $14.9M | ||
| Q1 25 | $-189.4M | $5.8M | ||
| Q4 24 | $-6.5M | $-30.3M | ||
| Q3 24 | $-65.6M | $-654.0K | ||
| Q2 24 | $-35.7M | $3.3M | ||
| Q1 24 | $-23.8M | $2.1M |
毛利率GNLRGEN
| Q4 25 | — | 52.5% | ||
| Q3 25 | — | 53.2% | ||
| Q2 25 | — | 50.0% | ||
| Q1 25 | — | 53.6% | ||
| Q4 24 | — | 26.1% | ||
| Q3 24 | — | 50.0% | ||
| Q2 24 | — | 49.8% | ||
| Q1 24 | — | 49.5% |
营业利润率GNLRGEN
| Q4 25 | 94.7% | 9.0% | ||
| Q3 25 | -11.7% | 8.9% | ||
| Q2 25 | 33.9% | 7.6% | ||
| Q1 25 | -21.1% | 3.9% | ||
| Q4 24 | 40.8% | -17.7% | ||
| Q3 24 | 9.3% | -5.1% | ||
| Q2 24 | 42.6% | 1.0% | ||
| Q1 24 | 38.6% | 1.3% |
净利率GNLRGEN
| Q4 25 | 41.2% | 6.7% | ||
| Q3 25 | -49.7% | 7.9% | ||
| Q2 25 | -19.3% | 8.2% | ||
| Q1 25 | -143.0% | 3.4% | ||
| Q4 24 | -4.7% | -17.4% | ||
| Q3 24 | -47.3% | -0.4% | ||
| Q2 24 | -24.5% | 2.2% | ||
| Q1 24 | -16.1% | 1.4% |
每股收益（稀释后）GNLRGEN
| Q4 25 | $0.14 | $0.24 | ||
| Q3 25 | $-0.32 | $0.26 | ||
| Q2 25 | $-0.16 | $0.26 | ||
| Q1 25 | $-0.87 | $0.10 | ||
| Q4 24 | $-0.08 | $-0.55 | ||
| Q3 24 | $-0.33 | $-0.01 | ||
| Q2 24 | $-0.20 | $0.06 | ||
| Q1 24 | $-0.15 | $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 | $180.1M | $767.6M |
| 总债务越低越好 | — | $542.2M |
| 股东权益账面价值 | $1.7B | $2.1B |
| 总资产 | $4.3B | $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GNLRGEN
| Q4 25 | $180.1M | $767.6M | ||
| Q3 25 | $165.1M | $748.7M | ||
| Q2 25 | $144.8M | $708.9M | ||
| Q1 25 | $147.0M | $697.2M | ||
| Q4 24 | $159.7M | $757.4M | ||
| Q3 24 | $127.2M | $784.0M | ||
| Q2 24 | $122.2M | $809.1M | ||
| Q1 24 | $131.9M | $780.6M |
总债务GNLRGEN
| Q4 25 | — | $542.2M | ||
| Q3 25 | — | $537.9M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $525.6M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益GNLRGEN
| Q4 25 | $1.7B | $2.1B | ||
| Q3 25 | $1.7B | $2.1B | ||
| Q2 25 | $1.8B | $2.1B | ||
| Q1 25 | $1.9B | $2.0B | ||
| Q4 24 | $2.2B | $2.0B | ||
| Q3 24 | $2.3B | $2.0B | ||
| Q2 24 | $2.4B | $2.0B | ||
| Q1 24 | $2.5B | $2.0B |
总资产GNLRGEN
| Q4 25 | $4.3B | $2.9B | ||
| Q3 25 | $4.8B | $2.9B | ||
| Q2 25 | $5.0B | $2.9B | ||
| Q1 25 | $5.8B | $2.9B | ||
| Q4 24 | $7.0B | $2.8B | ||
| Q3 24 | $7.3B | $2.8B | ||
| Q2 24 | $7.6B | $2.9B | ||
| Q1 24 | $8.0B | $2.8B |
负债/权益比GNLRGEN
| 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 | $222.8M | $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 | 4.62× | 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GNLRGEN
| Q4 25 | $222.8M | $25.7M | ||
| Q3 25 | $56.0M | $48.1M | ||
| Q2 25 | $52.0M | $28.6M | ||
| Q1 25 | $59.2M | $15.0M | ||
| Q4 24 | $299.5M | $39.2M | ||
| Q3 24 | $62.1M | $49.3M | ||
| Q2 24 | $70.4M | $42.2M | ||
| Q1 24 | $92.2M | $44.7M |
自由现金流GNLRGEN
| Q4 25 | — | $17.6M | ||
| Q3 25 | — | $43.4M | ||
| Q2 25 | — | $21.5M | ||
| Q1 25 | — | $11.4M | ||
| Q4 24 | — | $33.6M | ||
| Q3 24 | — | $42.3M | ||
| Q2 24 | — | $37.4M | ||
| Q1 24 | — | $36.4M |
自由现金流率GNLRGEN
| Q4 25 | — | 8.9% | ||
| Q3 25 | — | 23.0% | ||
| Q2 25 | — | 11.8% | ||
| Q1 25 | — | 6.8% | ||
| Q4 24 | — | 19.3% | ||
| Q3 24 | — | 27.3% | ||
| Q2 24 | — | 24.3% | ||
| Q1 24 | — | 24.0% |
资本支出强度GNLRGEN
| Q4 25 | — | 4.1% | ||
| Q3 25 | — | 2.5% | ||
| Q2 25 | — | 3.9% | ||
| Q1 25 | — | 2.1% | ||
| Q4 24 | — | 3.2% | ||
| Q3 24 | — | 4.5% | ||
| Q2 24 | — | 3.1% | ||
| Q1 24 | — | 5.5% |
现金转化率GNLRGEN
| Q4 25 | 4.62× | 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
GNL
| Industrial And Distribution Segment | $56.0M | 48% |
| Office Segment | $30.8M | 26% |
| Single Tenant Retail Segment | $30.2M | 26% |
RGEN
暂无分部数据
