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HYDROFARM HOLDINGS GROUP, INC.(HYFM)与REGENXBIO Inc.(RGNX)财务数据对比。点击上方公司名可切换其他公司
REGENXBIO Inc.的季度营收约是HYDROFARM HOLDINGS GROUP, INC.的1.2倍($30.3M vs $25.1M),REGENXBIO Inc.净利率更高(-221.3% vs -963.9%,领先742.5%),REGENXBIO Inc.同比增速更快(43.0% vs -32.7%),HYDROFARM HOLDINGS GROUP, INC.自由现金流更多($-4.3M vs $-52.8M),过去两年REGENXBIO Inc.的营收复合增速更高(39.4% vs -31.9%)
Hydrofarm Inc.(代码HYFM)是一家美国企业,专业从事可控环境农业设备及用品的研发生产与分销,业务覆盖各类室内种植、可控农业场景所需工具与配套物资,在北美可控农业领域拥有成熟的供应网络。
REGENXBIO Inc.是一家临床阶段生物技术企业,专注于开发针对罕见及严重遗传疾病的突破性基因疗法。公司拥有专有的腺相关病毒载体技术,既向全球生物制药合作伙伴提供技术授权,也自主推进多疾病领域的基因疗法管线研发。
HYFM vs RGNX — 直观对比
营收规模更大
RGNX
是对方的1.2倍
$25.1M
营收增速更快
RGNX
高出75.7%
-32.7%
净利率更高
RGNX
高出742.5%
-963.9%
自由现金流更多
HYFM
多$48.5M
$-52.8M
两年增速更快
RGNX
近两年复合增速
-31.9%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $25.1M | $30.3M |
| 净利润 | $-242.2M | $-67.1M |
| 毛利率 | 8.5% | — |
| 营业利润率 | -953.8% | -190.0% |
| 净利率 | -963.9% | -221.3% |
| 营收同比 | -32.7% | 43.0% |
| 净利润同比 | -1282.7% | -31.2% |
| 每股收益(稀释后) | $-52.09 | $-1.30 |
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
HYFM
RGNX
| Q4 25 | $25.1M | $30.3M | ||
| Q3 25 | $29.4M | $29.7M | ||
| Q2 25 | $39.2M | $21.4M | ||
| Q1 25 | $40.5M | $89.0M | ||
| Q4 24 | $37.3M | $21.2M | ||
| Q3 24 | $44.0M | $24.2M | ||
| Q2 24 | $54.8M | $22.3M | ||
| Q1 24 | $54.2M | $15.6M |
净利润
HYFM
RGNX
| Q4 25 | $-242.2M | $-67.1M | ||
| Q3 25 | $-16.4M | $-61.9M | ||
| Q2 25 | $-16.9M | $-70.9M | ||
| Q1 25 | $-14.4M | $6.1M | ||
| Q4 24 | $-17.5M | $-51.2M | ||
| Q3 24 | $-13.1M | $-59.6M | ||
| Q2 24 | $-23.4M | $-53.0M | ||
| Q1 24 | $-12.6M | $-63.3M |
毛利率
HYFM
RGNX
| Q4 25 | 8.5% | — | ||
| Q3 25 | 11.6% | — | ||
| Q2 25 | 7.1% | — | ||
| Q1 25 | 17.0% | — | ||
| Q4 24 | 4.9% | 70.2% | ||
| Q3 24 | 19.4% | 48.8% | ||
| Q2 24 | 19.8% | 52.5% | ||
| Q1 24 | 20.2% | 72.6% |
营业利润率
HYFM
RGNX
| Q4 25 | -953.8% | -190.0% | ||
| Q3 25 | -44.1% | -176.3% | ||
| Q2 25 | -34.0% | -296.3% | ||
| Q1 25 | -27.1% | 13.6% | ||
| Q4 24 | -40.5% | -242.1% | ||
| Q3 24 | -20.5% | -256.6% | ||
| Q2 24 | -35.3% | -251.3% | ||
| Q1 24 | -16.1% | -408.8% |
净利率
HYFM
RGNX
| Q4 25 | -963.9% | -221.3% | ||
| Q3 25 | -55.8% | -208.3% | ||
| Q2 25 | -43.0% | -331.8% | ||
| Q1 25 | -35.5% | 6.8% | ||
| Q4 24 | -46.9% | -241.3% | ||
| Q3 24 | -29.9% | -246.3% | ||
| Q2 24 | -42.8% | -237.7% | ||
| Q1 24 | -23.3% | -405.4% |
每股收益(稀释后)
HYFM
RGNX
| Q4 25 | $-52.09 | $-1.30 | ||
| Q3 25 | $-3.51 | $-1.20 | ||
| Q2 25 | $-3.63 | $-1.38 | ||
| Q1 25 | $-3.12 | $0.12 | ||
| Q4 24 | $-3.80 | $-0.99 | ||
| Q3 24 | $-2.86 | $-1.17 | ||
| Q2 24 | $-5.10 | $-1.05 | ||
| Q1 24 | $-2.75 | $-1.38 |
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 | $6.3M | $230.1M |
| 总债务越低越好 | $50.0K | — |
| 股东权益账面价值 | $-63.3M | $102.7M |
| 总资产 | $123.8M | $453.0M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势,按日历期对齐
现金及短期投资
HYFM
RGNX
| Q4 25 | $6.3M | $230.1M | ||
| Q3 25 | $10.7M | $274.2M | ||
| Q2 25 | $11.0M | $323.3M | ||
| Q1 25 | $13.7M | $267.9M | ||
| Q4 24 | $26.1M | $234.7M | ||
| Q3 24 | $24.4M | $255.5M | ||
| Q2 24 | $30.3M | $290.4M | ||
| Q1 24 | $24.2M | $338.7M |
总债务
HYFM
RGNX
| Q4 25 | $50.0K | — | ||
| Q3 25 | $111.7M | — | ||
| Q2 25 | $111.6M | — | ||
| Q1 25 | $110.0M | — | ||
| Q4 24 | $114.7M | — | ||
| Q3 24 | $114.8M | — | ||
| Q2 24 | $114.9M | — | ||
| Q1 24 | $115.4M | — |
股东权益
HYFM
RGNX
| Q4 25 | $-63.3M | $102.7M | ||
| Q3 25 | $178.3M | $161.5M | ||
| Q2 25 | $195.0M | $213.7M | ||
| Q1 25 | $209.9M | $274.2M | ||
| Q4 24 | $223.7M | $259.7M | ||
| Q3 24 | $243.0M | $301.4M | ||
| Q2 24 | $255.0M | $348.3M | ||
| Q1 24 | $278.0M | $390.7M |
总资产
HYFM
RGNX
| Q4 25 | $123.8M | $453.0M | ||
| Q3 25 | $369.7M | $525.2M | ||
| Q2 25 | $389.9M | $581.0M | ||
| Q1 25 | $410.6M | $490.9M | ||
| Q4 24 | $426.1M | $466.0M | ||
| Q3 24 | $445.9M | $519.1M | ||
| Q2 24 | $463.4M | $569.4M | ||
| Q1 24 | $494.0M | $629.2M |
负债/权益比
HYFM
RGNX
| Q4 25 | — | — | ||
| Q3 25 | 0.63× | — | ||
| Q2 25 | 0.57× | — | ||
| Q1 25 | 0.52× | — | ||
| Q4 24 | 0.51× | — | ||
| Q3 24 | 0.47× | — | ||
| Q2 24 | 0.45× | — | ||
| Q1 24 | 0.42× | — |
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 | $-4.0M | $-52.3M |
| 自由现金流经营现金流 - 资本支出 | $-4.3M | $-52.8M |
| 自由现金流率自由现金流/营收 | -17.1% | -174.0% |
| 资本支出强度资本支出/营收 | 1.3% | 1.7% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $-15.1M | $-126.4M |
8季度趋势,按日历期对齐
经营现金流
HYFM
RGNX
| Q4 25 | $-4.0M | $-52.3M | ||
| Q3 25 | $-37.0K | $-56.0M | ||
| Q2 25 | $1.7M | $-49.3M | ||
| Q1 25 | $-11.8M | $33.6M | ||
| Q4 24 | $2.7M | $-31.6M | ||
| Q3 24 | $-4.5M | $-40.5M | ||
| Q2 24 | $3.8M | $-45.5M | ||
| Q1 24 | $-2.3M | $-55.5M |
自由现金流
HYFM
RGNX
| Q4 25 | $-4.3M | $-52.8M | ||
| Q3 25 | $-207.0K | $-56.5M | ||
| Q2 25 | $1.4M | $-49.7M | ||
| Q1 25 | $-12.0M | $32.6M | ||
| Q4 24 | $2.4M | $-32.7M | ||
| Q3 24 | $-5.3M | $-40.9M | ||
| Q2 24 | $3.4M | $-46.0M | ||
| Q1 24 | $-3.7M | $-56.0M |
自由现金流率
HYFM
RGNX
| Q4 25 | -17.1% | -174.0% | ||
| Q3 25 | -0.7% | -189.9% | ||
| Q2 25 | 3.7% | -232.8% | ||
| Q1 25 | -29.6% | 36.6% | ||
| Q4 24 | 6.4% | -154.2% | ||
| Q3 24 | -12.0% | -168.9% | ||
| Q2 24 | 6.2% | -206.2% | ||
| Q1 24 | -6.9% | -358.5% |
资本支出强度
HYFM
RGNX
| Q4 25 | 1.3% | 1.7% | ||
| Q3 25 | 0.6% | 1.7% | ||
| Q2 25 | 0.7% | 1.8% | ||
| Q1 25 | 0.6% | 1.2% | ||
| Q4 24 | 0.7% | 5.1% | ||
| Q3 24 | 1.8% | 1.3% | ||
| Q2 24 | 0.7% | 2.1% | ||
| Q1 24 | 2.7% | 3.6% |
现金转化率
HYFM
RGNX
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 5.53× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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
HYFM
暂无分部数据
RGNX
| Novartis Gene Therapies | $24.2M | 80% |
| Nippon Shinyaku Collaboration And License Agreement | $4.3M | 14% |
| Nippon Shinyaku Services | $1.4M | 5% |