vs
ImmunityBio, Inc.（IBRX）与REGENXBIO Inc.（RGNX）财务数据对比。点击上方公司名可切换其他公司
ImmunityBio, Inc.的季度营收约是REGENXBIO Inc.的1.3倍（$38.3M vs $30.3M），ImmunityBio, Inc.净利率更高（-161.8% vs -221.3%，领先59.5%），ImmunityBio, Inc.同比增速更快（407.0% vs 43.0%），REGENXBIO Inc.自由现金流更多（$-52.8M vs $-71.3M）
ImmunityBio, Inc.是一家处于临床阶段的生物技术企业，专注开发针对多种癌症及传染性疾病的下一代免疫疗法与候选疫苗，核心研发方向涵盖细胞疗法、抗体药物及靶向疫苗平台，主要运营市场位于美国。
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。
IBRX vs RGNX — 直观对比
营收规模更大
IBRX
是对方的1.3倍
$30.3M
营收增速更快
IBRX
高出363.9%
43.0%
净利率更高
IBRX
高出59.5%
-221.3%
自由现金流更多
RGNX
多$18.5M
$-71.3M
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $38.3M | $30.3M |
| 净利润 | $-61.9M | $-67.1M |
| 毛利率 | 99.0% | — |
| 营业利润率 | -169.0% | -190.0% |
| 净利率 | -161.8% | -221.3% |
| 营收同比 | 407.0% | 43.0% |
| 净利润同比 | -4.7% | -31.2% |
| 每股收益（稀释后） | $-0.06 | $-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IBRXRGNX
| Q4 25 | $38.3M | $30.3M | ||
| Q3 25 | $32.1M | $29.7M | ||
| Q2 25 | $26.4M | $21.4M | ||
| Q1 25 | $16.5M | $89.0M | ||
| Q4 24 | $7.6M | $21.2M | ||
| Q3 24 | $6.1M | $24.2M | ||
| Q2 24 | — | $22.3M | ||
| Q1 24 | — | $15.6M |
净利润IBRXRGNX
| Q4 25 | $-61.9M | $-67.1M | ||
| Q3 25 | $-67.3M | $-61.9M | ||
| Q2 25 | $-92.6M | $-70.9M | ||
| Q1 25 | $-129.6M | $6.1M | ||
| Q4 24 | $-59.2M | $-51.2M | ||
| Q3 24 | $-85.7M | $-59.6M | ||
| Q2 24 | — | $-53.0M | ||
| Q1 24 | — | $-63.3M |
毛利率IBRXRGNX
| Q4 25 | 99.0% | — | ||
| Q3 25 | 99.4% | — | ||
| Q2 25 | 99.5% | — | ||
| Q1 25 | 99.6% | — | ||
| Q4 24 | — | 70.2% | ||
| Q3 24 | — | 48.8% | ||
| Q2 24 | — | 52.5% | ||
| Q1 24 | — | 72.6% |
营业利润率IBRXRGNX
| Q4 25 | -169.0% | -190.0% | ||
| Q3 25 | -173.5% | -176.3% | ||
| Q2 25 | -269.8% | -296.3% | ||
| Q1 25 | -390.1% | 13.6% | ||
| Q4 24 | -919.0% | -242.1% | ||
| Q3 24 | -1314.3% | -256.6% | ||
| Q2 24 | — | -251.3% | ||
| Q1 24 | — | -408.8% |
净利率IBRXRGNX
| Q4 25 | -161.8% | -221.3% | ||
| Q3 25 | -209.8% | -208.3% | ||
| Q2 25 | -350.3% | -331.8% | ||
| Q1 25 | -784.9% | 6.8% | ||
| Q4 24 | -783.4% | -241.3% | ||
| Q3 24 | -1404.0% | -246.3% | ||
| Q2 24 | — | -237.7% | ||
| Q1 24 | — | -405.4% |
每股收益（稀释后）IBRXRGNX
| Q4 25 | $-0.06 | $-1.30 | ||
| Q3 25 | $-0.07 | $-1.20 | ||
| Q2 25 | $-0.10 | $-1.38 | ||
| Q1 25 | $-0.15 | $0.12 | ||
| Q4 24 | $-0.08 | $-0.99 | ||
| Q3 24 | $-0.14 | $-1.17 | ||
| Q2 24 | — | $-1.05 | ||
| Q1 24 | — | $-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 | $242.8M | $230.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-500.5M | $102.7M |
| 总资产 | $501.9M | $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IBRXRGNX
| Q4 25 | $242.8M | $230.1M | ||
| Q3 25 | $257.8M | $274.2M | ||
| Q2 25 | $153.7M | $323.3M | ||
| Q1 25 | $61.6M | $267.9M | ||
| Q4 24 | $149.8M | $234.7M | ||
| Q3 24 | $130.4M | $255.5M | ||
| Q2 24 | — | $290.4M | ||
| Q1 24 | — | $338.7M |
股东权益IBRXRGNX
| Q4 25 | $-500.5M | $102.7M | ||
| Q3 25 | $-524.3M | $161.5M | ||
| Q2 25 | $-570.7M | $213.7M | ||
| Q1 25 | $-591.4M | $274.2M | ||
| Q4 24 | $-489.1M | $259.7M | ||
| Q3 24 | $-745.1M | $301.4M | ||
| Q2 24 | — | $348.3M | ||
| Q1 24 | — | $390.7M |
总资产IBRXRGNX
| Q4 25 | $501.9M | $453.0M | ||
| Q3 25 | $519.0M | $525.2M | ||
| Q2 25 | $402.1M | $581.0M | ||
| Q1 25 | $303.8M | $490.9M | ||
| Q4 24 | $382.9M | $466.0M | ||
| Q3 24 | $364.6M | $519.1M | ||
| Q2 24 | — | $569.4M | ||
| Q1 24 | — | $629.2M |
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 | $-70.4M | $-52.3M |
| 自由现金流经营现金流 - 资本支出 | $-71.3M | $-52.8M |
| 自由现金流率自由现金流/营收 | -186.2% | -174.0% |
| 资本支出强度资本支出/营收 | 2.4% | 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 | $-308.8M | $-126.4M |
8季度趋势，按日历期对齐
经营现金流IBRXRGNX
| Q4 25 | $-70.4M | $-52.3M | ||
| Q3 25 | $-68.9M | $-56.0M | ||
| Q2 25 | $-79.7M | $-49.3M | ||
| Q1 25 | $-85.9M | $33.6M | ||
| Q4 24 | $-85.1M | $-31.6M | ||
| Q3 24 | $-98.8M | $-40.5M | ||
| Q2 24 | — | $-45.5M | ||
| Q1 24 | — | $-55.5M |
自由现金流IBRXRGNX
| Q4 25 | $-71.3M | $-52.8M | ||
| Q3 25 | $-69.6M | $-56.5M | ||
| Q2 25 | $-80.8M | $-49.7M | ||
| Q1 25 | $-87.0M | $32.6M | ||
| Q4 24 | $-87.3M | $-32.7M | ||
| Q3 24 | $-101.6M | $-40.9M | ||
| Q2 24 | — | $-46.0M | ||
| Q1 24 | — | $-56.0M |
自由现金流率IBRXRGNX
| Q4 25 | -186.2% | -174.0% | ||
| Q3 25 | -217.2% | -189.9% | ||
| Q2 25 | -305.9% | -232.8% | ||
| Q1 25 | -526.9% | 36.6% | ||
| Q4 24 | -1155.4% | -154.2% | ||
| Q3 24 | -1663.2% | -168.9% | ||
| Q2 24 | — | -206.2% | ||
| Q1 24 | — | -358.5% |
资本支出强度IBRXRGNX
| Q4 25 | 2.4% | 1.7% | ||
| Q3 25 | 2.3% | 1.7% | ||
| Q2 25 | 4.1% | 1.8% | ||
| Q1 25 | 6.8% | 1.2% | ||
| Q4 24 | 28.0% | 5.1% | ||
| Q3 24 | 45.7% | 1.3% | ||
| Q2 24 | — | 2.1% | ||
| Q1 24 | — | 3.6% |
现金转化率IBRXRGNX
| 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
IBRX
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% |
