vs
Gogo Inc.（GOGO）与REPLIGEN CORP（RGEN）财务数据对比。点击上方公司名可切换其他公司
Gogo Inc.的季度营收约是REPLIGEN CORP的1.2倍（$230.6M vs $197.9M），REPLIGEN CORP净利率更高（6.7% vs -4.3%，领先11.0%），Gogo Inc.同比增速更快（67.3% vs 13.6%），REPLIGEN CORP自由现金流更多（$17.6M vs $-25.4M），过去两年Gogo Inc.的营收复合增速更高（48.7% vs 14.4%）
Gogo Inc.是美国公务机机载宽带互联网及连接服务提供商，总部位于科罗拉多州布鲁姆菲尔德。截至目前，已有超过2500架商用飞机和6600架公务机安装了该公司的机载Wi-Fi服务。该公司曾面向民航业提供机上WiFi服务，2020年12月已将这块民航业务以4亿美元出售给国际通信卫星组织。
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。
GOGO vs RGEN — 直观对比
营收规模更大
GOGO
是对方的1.2倍
$197.9M
营收增速更快
GOGO
高出53.7%
13.6%
净利率更高
RGEN
高出11.0%
-4.3%
自由现金流更多
RGEN
多$43.0M
$-25.4M
两年增速更快
GOGO
近两年复合增速
14.4%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $230.6M | $197.9M |
| 净利润 | $-10.0M | $13.3M |
| 毛利率 | — | 52.5% |
| 营业利润率 | 6.2% | 9.0% |
| 净利率 | -4.3% | 6.7% |
| 营收同比 | 67.3% | 13.6% |
| 净利润同比 | 64.6% | 143.9% |
| 每股收益（稀释后） | $-0.08 | $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GOGORGEN
| Q4 25 | $230.6M | $197.9M | ||
| Q3 25 | $223.6M | $188.8M | ||
| Q2 25 | $226.0M | $182.4M | ||
| Q1 25 | $230.3M | $169.2M | ||
| Q4 24 | $137.8M | $174.1M | ||
| Q3 24 | $100.5M | $154.9M | ||
| Q2 24 | $102.1M | $154.1M | ||
| Q1 24 | $104.3M | $151.3M |
净利润GOGORGEN
| Q4 25 | $-10.0M | $13.3M | ||
| Q3 25 | $-1.9M | $14.9M | ||
| Q2 25 | $12.8M | $14.9M | ||
| Q1 25 | $12.0M | $5.8M | ||
| Q4 24 | $-28.2M | $-30.3M | ||
| Q3 24 | $10.6M | $-654.0K | ||
| Q2 24 | $839.0K | $3.3M | ||
| Q1 24 | $30.5M | $2.1M |
毛利率GOGORGEN
| Q4 25 | — | 52.5% | ||
| Q3 25 | — | 53.2% | ||
| Q2 25 | 87.8% | 50.0% | ||
| Q1 25 | 87.3% | 53.6% | ||
| Q4 24 | — | 26.1% | ||
| Q3 24 | — | 50.0% | ||
| Q2 24 | — | 49.8% | ||
| Q1 24 | — | 49.5% |
营业利润率GOGORGEN
| Q4 25 | 6.2% | 9.0% | ||
| Q3 25 | 12.9% | 8.9% | ||
| Q2 25 | 15.9% | 7.6% | ||
| Q1 25 | 15.3% | 3.9% | ||
| Q4 24 | -17.5% | -17.7% | ||
| Q3 24 | 19.0% | -5.1% | ||
| Q2 24 | 21.2% | 1.0% | ||
| Q1 24 | 33.2% | 1.3% |
净利率GOGORGEN
| Q4 25 | -4.3% | 6.7% | ||
| Q3 25 | -0.9% | 7.9% | ||
| Q2 25 | 5.7% | 8.2% | ||
| Q1 25 | 5.2% | 3.4% | ||
| Q4 24 | -20.5% | -17.4% | ||
| Q3 24 | 10.6% | -0.4% | ||
| Q2 24 | 0.8% | 2.2% | ||
| Q1 24 | 29.2% | 1.4% |
每股收益（稀释后）GOGORGEN
| Q4 25 | $-0.08 | $0.24 | ||
| Q3 25 | $-0.01 | $0.26 | ||
| Q2 25 | $0.09 | $0.26 | ||
| Q1 25 | $0.09 | $0.10 | ||
| Q4 24 | $-0.22 | $-0.55 | ||
| Q3 24 | $0.08 | $-0.01 | ||
| Q2 24 | $0.01 | $0.06 | ||
| Q1 24 | $0.23 | $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 | $125.2M | $767.6M |
| 总债务越低越好 | — | $542.2M |
| 股东权益账面价值 | $101.1M | $2.1B |
| 总资产 | $1.3B | $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GOGORGEN
| Q4 25 | $125.2M | $767.6M | ||
| Q3 25 | $133.6M | $748.7M | ||
| Q2 25 | $102.1M | $708.9M | ||
| Q1 25 | $70.3M | $697.2M | ||
| Q4 24 | $41.8M | $757.4M | ||
| Q3 24 | $176.7M | $784.0M | ||
| Q2 24 | $161.6M | $809.1M | ||
| Q1 24 | $152.8M | $780.6M |
总债务GOGORGEN
| 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GOGORGEN
| Q4 25 | $101.1M | $2.1B | ||
| Q3 25 | $107.0M | $2.1B | ||
| Q2 25 | $102.8M | $2.1B | ||
| Q1 25 | $82.9M | $2.0B | ||
| Q4 24 | $69.3M | $2.0B | ||
| Q3 24 | $52.7M | $2.0B | ||
| Q2 24 | $52.0M | $2.0B | ||
| Q1 24 | $62.4M | $2.0B |
总资产GOGORGEN
| Q4 25 | $1.3B | $2.9B | ||
| Q3 25 | $1.3B | $2.9B | ||
| Q2 25 | $1.3B | $2.9B | ||
| Q1 25 | $1.2B | $2.9B | ||
| Q4 24 | $1.2B | $2.8B | ||
| Q3 24 | $810.7M | $2.8B | ||
| Q2 24 | $802.7M | $2.9B | ||
| Q1 24 | $809.0M | $2.8B |
负债/权益比GOGORGEN
| 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 | $8.5M | $25.7M |
| 自由现金流经营现金流 - 资本支出 | $-25.4M | $17.6M |
| 自由现金流率自由现金流/营收 | -11.0% | 8.9% |
| 资本支出强度资本支出/营收 | 14.7% | 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 | $65.1M | $93.9M |
8季度趋势，按日历期对齐
经营现金流GOGORGEN
| Q4 25 | $8.5M | $25.7M | ||
| Q3 25 | $46.8M | $48.1M | ||
| Q2 25 | $36.7M | $28.6M | ||
| Q1 25 | $32.5M | $15.0M | ||
| Q4 24 | $-38.3M | $39.2M | ||
| Q3 24 | $25.1M | $49.3M | ||
| Q2 24 | $24.9M | $42.2M | ||
| Q1 24 | $29.7M | $44.7M |
自由现金流GOGORGEN
| Q4 25 | $-25.4M | $17.6M | ||
| Q3 25 | $27.3M | $43.4M | ||
| Q2 25 | $33.5M | $21.5M | ||
| Q1 25 | $29.7M | $11.4M | ||
| Q4 24 | $-42.6M | $33.6M | ||
| Q3 24 | $20.7M | $42.3M | ||
| Q2 24 | $21.6M | $37.4M | ||
| Q1 24 | $28.2M | $36.4M |
自由现金流率GOGORGEN
| Q4 25 | -11.0% | 8.9% | ||
| Q3 25 | 12.2% | 23.0% | ||
| Q2 25 | 14.8% | 11.8% | ||
| Q1 25 | 12.9% | 6.8% | ||
| Q4 24 | -30.9% | 19.3% | ||
| Q3 24 | 20.6% | 27.3% | ||
| Q2 24 | 21.1% | 24.3% | ||
| Q1 24 | 27.0% | 24.0% |
资本支出强度GOGORGEN
| Q4 25 | 14.7% | 4.1% | ||
| Q3 25 | 8.7% | 2.5% | ||
| Q2 25 | 1.4% | 3.9% | ||
| Q1 25 | 1.2% | 2.1% | ||
| Q4 24 | 3.1% | 3.2% | ||
| Q3 24 | 4.4% | 4.5% | ||
| Q2 24 | 3.3% | 3.1% | ||
| Q1 24 | 1.4% | 5.5% |
现金转化率GOGORGEN
| Q4 25 | — | 1.93× | ||
| Q3 25 | — | 3.23× | ||
| Q2 25 | 2.87× | 1.92× | ||
| Q1 25 | 2.70× | 2.57× | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.36× | — | ||
| Q2 24 | 29.74× | 12.70× | ||
| Q1 24 | 0.97× | 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
GOGO
| Services | $191.9M | 83% |
| Products | $38.7M | 17% |
| Fcc Reimbursement Program | $2.0M | 1% |
RGEN
暂无分部数据
