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Hippo Holdings Inc.（HIPO）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Hippo Holdings Inc.的1.6倍（$197.9M vs $120.4M），REPLIGEN CORP净利率更高（6.7% vs 5.0%，领先1.7%），Hippo Holdings Inc.同比增速更快（18.2% vs 13.6%），REPLIGEN CORP自由现金流更多（$17.6M vs $9.1M），过去两年Hippo Holdings Inc.的营收复合增速更高（18.9% vs 14.4%）
河马谷庄园是一座甘蔗种植园，坐落于津巴布韦东南部奇雷济区奇雷济镇附近，位于伦迪河沿岸，毗邻莫桑比克边境，是当地重要的蔗糖产业园区。
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。
HIPO vs RGEN — 直观对比
营收规模更大
RGEN
是对方的1.6倍
$120.4M
营收增速更快
HIPO
高出4.5%
13.6%
净利率更高
RGEN
高出1.7%
5.0%
自由现金流更多
RGEN
多$8.5M
$9.1M
两年增速更快
HIPO
近两年复合增速
14.4%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $120.4M | $197.9M |
| 净利润 | $6.0M | $13.3M |
| 毛利率 | — | 52.5% |
| 营业利润率 | 5.6% | 9.0% |
| 净利率 | 5.0% | 6.7% |
| 营收同比 | 18.2% | 13.6% |
| 净利润同比 | -86.4% | 143.9% |
| 每股收益（稀释后） | $0.31 | $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HIPORGEN
| Q4 25 | $120.4M | $197.9M | ||
| Q3 25 | $120.6M | $188.8M | ||
| Q2 25 | $117.3M | $182.4M | ||
| Q1 25 | $110.3M | $169.2M | ||
| Q4 24 | $101.9M | $174.1M | ||
| Q3 24 | $95.5M | $154.9M | ||
| Q2 24 | $89.6M | $154.1M | ||
| Q1 24 | $85.1M | $151.3M |
净利润HIPORGEN
| Q4 25 | $6.0M | $13.3M | ||
| Q3 25 | $98.1M | $14.9M | ||
| Q2 25 | $1.3M | $14.9M | ||
| Q1 25 | $-47.7M | $5.8M | ||
| Q4 24 | $44.2M | $-30.3M | ||
| Q3 24 | $-8.5M | $-654.0K | ||
| Q2 24 | $-40.5M | $3.3M | ||
| Q1 24 | $-35.7M | $2.1M |
毛利率HIPORGEN
| 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HIPORGEN
| Q4 25 | 5.6% | 9.0% | ||
| Q3 25 | 81.3% | 8.9% | ||
| Q2 25 | 3.4% | 7.6% | ||
| Q1 25 | -41.3% | 3.9% | ||
| Q4 24 | 46.3% | -17.7% | ||
| Q3 24 | -5.4% | -5.1% | ||
| Q2 24 | -40.7% | 1.0% | ||
| Q1 24 | -38.7% | 1.3% |
净利率HIPORGEN
| Q4 25 | 5.0% | 6.7% | ||
| Q3 25 | 81.3% | 7.9% | ||
| Q2 25 | 1.1% | 8.2% | ||
| Q1 25 | -43.2% | 3.4% | ||
| Q4 24 | 43.4% | -17.4% | ||
| Q3 24 | -8.9% | -0.4% | ||
| Q2 24 | -45.2% | 2.2% | ||
| Q1 24 | -42.0% | 1.4% |
每股收益（稀释后）HIPORGEN
| Q4 25 | $0.31 | $0.24 | ||
| Q3 25 | $3.77 | $0.26 | ||
| Q2 25 | $0.05 | $0.26 | ||
| Q1 25 | $-1.91 | $0.10 | ||
| Q4 24 | $1.81 | $-0.55 | ||
| Q3 24 | $-0.34 | $-0.01 | ||
| Q2 24 | $-1.64 | $0.06 | ||
| Q1 24 | $-1.47 | $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 | $218.3M | $767.6M |
| 总债务越低越好 | — | $542.2M |
| 股东权益账面价值 | $436.1M | $2.1B |
| 总资产 | $1.9B | $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HIPORGEN
| Q4 25 | $218.3M | $767.6M | ||
| Q3 25 | $247.7M | $748.7M | ||
| Q2 25 | $198.9M | $708.9M | ||
| Q1 25 | $140.9M | $697.2M | ||
| Q4 24 | $197.6M | $757.4M | ||
| Q3 24 | $191.2M | $784.0M | ||
| Q2 24 | $175.9M | $809.1M | ||
| Q1 24 | $223.4M | $780.6M |
总债务HIPORGEN
| 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HIPORGEN
| Q4 25 | $436.1M | $2.1B | ||
| Q3 25 | $421.5M | $2.1B | ||
| Q2 25 | $332.5M | $2.1B | ||
| Q1 25 | $322.8M | $2.0B | ||
| Q4 24 | $362.1M | $2.0B | ||
| Q3 24 | $326.4M | $2.0B | ||
| Q2 24 | $322.6M | $2.0B | ||
| Q1 24 | $351.2M | $2.0B |
总资产HIPORGEN
| Q4 25 | $1.9B | $2.9B | ||
| Q3 25 | $1.9B | $2.9B | ||
| Q2 25 | $1.7B | $2.9B | ||
| Q1 25 | $1.5B | $2.9B | ||
| Q4 24 | $1.5B | $2.8B | ||
| Q3 24 | $1.5B | $2.8B | ||
| Q2 24 | $1.5B | $2.9B | ||
| Q1 24 | $1.5B | $2.8B |
负债/权益比HIPORGEN
| 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 | $9.2M | $25.7M |
| 自由现金流经营现金流 - 资本支出 | $9.1M | $17.6M |
| 自由现金流率自由现金流/营收 | 7.6% | 8.9% |
| 资本支出强度资本支出/营收 | 0.1% | 4.1% |
| 现金转化率经营现金流/净利润 | 1.53× | 1.93× |
| 过去12个月自由现金流最近4个季度 | $14.8M | $93.9M |
8季度趋势，按日历期对齐
经营现金流HIPORGEN
| Q4 25 | $9.2M | $25.7M | ||
| Q3 25 | $16.9M | $48.1M | ||
| Q2 25 | $24.7M | $28.6M | ||
| Q1 25 | $-35.6M | $15.0M | ||
| Q4 24 | $47.5M | $39.2M | ||
| Q3 24 | $46.8M | $49.3M | ||
| Q2 24 | $-10.6M | $42.2M | ||
| Q1 24 | $17.7M | $44.7M |
自由现金流HIPORGEN
| Q4 25 | $9.1M | $17.6M | ||
| Q3 25 | $16.8M | $43.4M | ||
| Q2 25 | $24.6M | $21.5M | ||
| Q1 25 | $-35.7M | $11.4M | ||
| Q4 24 | $47.2M | $33.6M | ||
| Q3 24 | — | $42.3M | ||
| Q2 24 | $-10.7M | $37.4M | ||
| Q1 24 | $17.6M | $36.4M |
自由现金流率HIPORGEN
| Q4 25 | 7.6% | 8.9% | ||
| Q3 25 | 13.9% | 23.0% | ||
| Q2 25 | 21.0% | 11.8% | ||
| Q1 25 | -32.4% | 6.8% | ||
| Q4 24 | 46.3% | 19.3% | ||
| Q3 24 | — | 27.3% | ||
| Q2 24 | -11.9% | 24.3% | ||
| Q1 24 | 20.7% | 24.0% |
资本支出强度HIPORGEN
| Q4 25 | 0.1% | 4.1% | ||
| Q3 25 | 0.1% | 2.5% | ||
| Q2 25 | 0.1% | 3.9% | ||
| Q1 25 | 0.1% | 2.1% | ||
| Q4 24 | 0.3% | 3.2% | ||
| Q3 24 | 0.0% | 4.5% | ||
| Q2 24 | 0.1% | 3.1% | ||
| Q1 24 | 0.1% | 5.5% |
现金转化率HIPORGEN
| Q4 25 | 1.53× | 1.93× | ||
| Q3 25 | 0.17× | 3.23× | ||
| Q2 25 | 19.00× | 1.92× | ||
| Q1 25 | — | 2.57× | ||
| Q4 24 | 1.07× | — | ||
| 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
