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Hayward Holdings, Inc.（HAYW）与REPLIGEN CORP（RGEN）财务数据对比。点击上方公司名可切换其他公司
Hayward Holdings, Inc.的季度营收约是REPLIGEN CORP的1.3倍（$255.2M vs $194.3M），Hayward Holdings, Inc.净利率更高（9.2% vs 4.3%，领先4.9%），REPLIGEN CORP同比增速更快（14.8% vs 11.5%），过去两年REPLIGEN CORP的营收复合增速更高（12.3% vs -5.3%）
海沃德控股前身为巴特利特-海沃德公司，是美国本土金属加工企业，总部位于马里兰州巴尔的摩，业务涵盖大型铸造、制造及工程建造板块。公司创立于19世纪30年代，1925年之前保持独立运营，1927年被科伯斯公司收购，之后长期作为其旗下事业部开展业务。
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。
HAYW vs RGEN — 直观对比
营收规模更大
HAYW
是对方的1.3倍
$194.3M
营收增速更快
RGEN
高出3.3%
11.5%
净利率更高
HAYW
高出4.9%
4.3%
两年增速更快
RGEN
近两年复合增速
-5.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $255.2M | $194.3M |
| 净利润 | $23.4M | $8.3M |
| 毛利率 | 46.5% | 55.7% |
| 营业利润率 | 16.6% | 8.2% |
| 净利率 | 9.2% | 4.3% |
| 营收同比 | 11.5% | 14.8% |
| 净利润同比 | 63.0% | 42.9% |
| 每股收益（稀释后） | $0.11 | $0.15 |
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HAYWRGEN
| Q1 26 | $255.2M | $194.3M | ||
| Q4 25 | $349.4M | $197.9M | ||
| Q3 25 | $244.3M | $188.8M | ||
| Q2 25 | $299.6M | $182.4M | ||
| Q1 25 | $228.8M | $169.2M | ||
| Q4 24 | $327.1M | $174.1M | ||
| Q3 24 | $227.6M | $154.9M | ||
| Q2 24 | $284.4M | $154.1M |
净利润HAYWRGEN
| Q1 26 | $23.4M | $8.3M | ||
| Q4 25 | $68.4M | $13.3M | ||
| Q3 25 | $24.0M | $14.9M | ||
| Q2 25 | $44.8M | $14.9M | ||
| Q1 25 | $14.3M | $5.8M | ||
| Q4 24 | $54.7M | $-30.3M | ||
| Q3 24 | $16.5M | $-654.0K | ||
| Q2 24 | $37.6M | $3.3M |
毛利率HAYWRGEN
| Q1 26 | 46.5% | 55.7% | ||
| Q4 25 | 40.7% | 52.5% | ||
| Q3 25 | 51.2% | 53.2% | ||
| Q2 25 | 52.7% | 50.0% | ||
| Q1 25 | 49.5% | 53.6% | ||
| Q4 24 | 51.4% | 26.1% | ||
| Q3 24 | 49.7% | 50.0% | ||
| Q2 24 | 51.0% | 49.8% |
营业利润率HAYWRGEN
| Q1 26 | 16.6% | 8.2% | ||
| Q4 25 | 25.0% | 9.0% | ||
| Q3 25 | 16.8% | 8.9% | ||
| Q2 25 | 23.8% | 7.6% | ||
| Q1 25 | 14.6% | 3.9% | ||
| Q4 24 | 23.4% | -17.7% | ||
| Q3 24 | 14.7% | -5.1% | ||
| Q2 24 | 23.9% | 1.0% |
净利率HAYWRGEN
| Q1 26 | 9.2% | 4.3% | ||
| Q4 25 | 19.6% | 6.7% | ||
| Q3 25 | 9.8% | 7.9% | ||
| Q2 25 | 15.0% | 8.2% | ||
| Q1 25 | 6.3% | 3.4% | ||
| Q4 24 | 16.7% | -17.4% | ||
| Q3 24 | 7.3% | -0.4% | ||
| Q2 24 | 13.2% | 2.2% |
每股收益（稀释后）HAYWRGEN
| Q1 26 | $0.11 | $0.15 | ||
| Q4 25 | $0.31 | $0.24 | ||
| Q3 25 | $0.11 | $0.26 | ||
| Q2 25 | $0.20 | $0.26 | ||
| Q1 25 | $0.06 | $0.10 | ||
| Q4 24 | $0.26 | $-0.55 | ||
| Q3 24 | $0.07 | $-0.01 | ||
| Q2 24 | $0.17 | $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 | $230.7M | $582.6M |
| 总债务越低越好 | $11.1M | — |
| 股东权益账面价值 | $1.6B | — |
| 总资产 | $3.1B | $2.9B |
| 负债/权益比越低杠杆越低 | 0.01× | — |
8季度趋势，按日历期对齐
现金及短期投资HAYWRGEN
| Q1 26 | $230.7M | $582.6M | ||
| Q4 25 | $399.1M | $767.6M | ||
| Q3 25 | $448.3M | $748.7M | ||
| Q2 25 | $365.1M | $708.9M | ||
| Q1 25 | $181.3M | $697.2M | ||
| Q4 24 | $196.6M | $757.4M | ||
| Q3 24 | $274.2M | $784.0M | ||
| Q2 24 | $215.1M | $809.1M |
总债务HAYWRGEN
| Q1 26 | $11.1M | — | ||
| Q4 25 | $943.5M | $542.2M | ||
| Q3 25 | $947.7M | $537.9M | ||
| Q2 25 | $949.1M | — | ||
| Q1 25 | $950.4M | — | ||
| Q4 24 | $950.6M | $525.6M | ||
| Q3 24 | $959.9M | — | ||
| Q2 24 | $959.8M | — |
股东权益HAYWRGEN
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $2.1B | ||
| Q3 25 | $1.5B | $2.1B | ||
| Q2 25 | $1.5B | $2.1B | ||
| Q1 25 | $1.4B | $2.0B | ||
| Q4 24 | $1.4B | $2.0B | ||
| Q3 24 | $1.4B | $2.0B | ||
| Q2 24 | $1.4B | $2.0B |
总资产HAYWRGEN
| Q1 26 | $3.1B | $2.9B | ||
| Q4 25 | $3.2B | $2.9B | ||
| Q3 25 | $3.0B | $2.9B | ||
| Q2 25 | $3.0B | $2.9B | ||
| Q1 25 | $3.0B | $2.9B | ||
| Q4 24 | $3.0B | $2.8B | ||
| Q3 24 | $2.9B | $2.8B | ||
| Q2 24 | $2.9B | $2.9B |
负债/权益比HAYWRGEN
| Q1 26 | 0.01× | — | ||
| Q4 25 | 0.59× | 0.26× | ||
| Q3 25 | 0.62× | 0.26× | ||
| Q2 25 | 0.63× | — | ||
| Q1 25 | 0.66× | — | ||
| Q4 24 | 0.67× | 0.27× | ||
| Q3 24 | 0.70× | — | ||
| Q2 24 | 0.71× | — |
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 | $-150.6M | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | -6.45× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流HAYWRGEN
| Q1 26 | $-150.6M | — | ||
| Q4 25 | $-26.9M | $25.7M | ||
| Q3 25 | $94.6M | $48.1M | ||
| Q2 25 | $194.2M | $28.6M | ||
| Q1 25 | $-5.8M | $15.0M | ||
| Q4 24 | $-63.7M | $39.2M | ||
| Q3 24 | $65.9M | $49.3M | ||
| Q2 24 | $287.0M | $42.2M |
自由现金流HAYWRGEN
| Q1 26 | — | — | ||
| Q4 25 | $-35.8M | $17.6M | ||
| Q3 25 | $87.2M | $43.4M | ||
| Q2 25 | $187.3M | $21.5M | ||
| Q1 25 | $-11.4M | $11.4M | ||
| Q4 24 | $-70.4M | $33.6M | ||
| Q3 24 | $59.1M | $42.3M | ||
| Q2 24 | $282.3M | $37.4M |
自由现金流率HAYWRGEN
| Q1 26 | — | — | ||
| Q4 25 | -10.3% | 8.9% | ||
| Q3 25 | 35.7% | 23.0% | ||
| Q2 25 | 62.5% | 11.8% | ||
| Q1 25 | -5.0% | 6.8% | ||
| Q4 24 | -21.5% | 19.3% | ||
| Q3 24 | 26.0% | 27.3% | ||
| Q2 24 | 99.3% | 24.3% |
资本支出强度HAYWRGEN
| Q1 26 | — | — | ||
| Q4 25 | 2.5% | 4.1% | ||
| Q3 25 | 3.0% | 2.5% | ||
| Q2 25 | 2.3% | 3.9% | ||
| Q1 25 | 2.4% | 2.1% | ||
| Q4 24 | 2.1% | 3.2% | ||
| Q3 24 | 3.0% | 4.5% | ||
| Q2 24 | 1.7% | 3.1% |
现金转化率HAYWRGEN
| Q1 26 | -6.45× | — | ||
| Q4 25 | -0.39× | 1.93× | ||
| Q3 25 | 3.94× | 3.23× | ||
| Q2 25 | 4.34× | 1.92× | ||
| Q1 25 | -0.41× | 2.57× | ||
| Q4 24 | -1.16× | — | ||
| Q3 24 | 4.00× | — | ||
| Q2 24 | 7.64× | 12.70× |
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
HAYW
暂无分部数据
RGEN
| Product | $194.2M | 100% |
| Royalty and other revenue | $44.0K | 0% |
