vs
景顺(IVR)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.的季度营收约是景顺的1.4倍($30.3M vs $21.3M),景顺净利率更高(242.2% vs -221.3%,领先463.6%),景顺同比增速更快(55.4% vs 43.0%),过去两年景顺的营收复合增速更高(74.2% vs 39.4%)
景顺是一家美国独立投资管理公司,总部位于佐治亚州亚特兰大,在全球20个国家设有分支机构。景顺旗下拥有景顺、景顺 perpetual、PowerShares等多个品牌,其普通股纳入标普500指数,在纽约证券交易所挂牌交易。
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。
IVR vs RGNX — 直观对比
营收规模更大
RGNX
是对方的1.4倍
$21.3M
营收增速更快
IVR
高出12.4%
43.0%
净利率更高
IVR
高出463.6%
-221.3%
两年增速更快
IVR
近两年复合增速
39.4%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $21.3M | $30.3M |
| 净利润 | $51.5M | $-67.1M |
| 毛利率 | — | — |
| 营业利润率 | — | -190.0% |
| 净利率 | 242.2% | -221.3% |
| 营收同比 | 55.4% | 43.0% |
| 净利润同比 | 1368.7% | -31.2% |
| 每股收益(稀释后) | $0.72 | $-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
IVR
RGNX
| Q4 25 | $21.3M | $30.3M | ||
| Q3 25 | $17.6M | $29.7M | ||
| Q2 25 | $17.7M | $21.4M | ||
| Q1 25 | $18.8M | $89.0M | ||
| Q4 24 | $13.7M | $21.2M | ||
| Q3 24 | $7.5M | $24.2M | ||
| Q2 24 | $8.6M | $22.3M | ||
| Q1 24 | $7.0M | $15.6M |
净利润
IVR
RGNX
| Q4 25 | $51.5M | $-67.1M | ||
| Q3 25 | $53.5M | $-61.9M | ||
| Q2 25 | $-23.3M | $-70.9M | ||
| Q1 25 | $19.6M | $6.1M | ||
| Q4 24 | $3.5M | $-51.2M | ||
| Q3 24 | $40.7M | $-59.6M | ||
| Q2 24 | $-13.5M | $-53.0M | ||
| Q1 24 | $29.1M | $-63.3M |
毛利率
IVR
RGNX
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 70.2% | ||
| Q3 24 | — | 48.8% | ||
| Q2 24 | — | 52.5% | ||
| Q1 24 | — | 72.6% |
营业利润率
IVR
RGNX
| Q4 25 | — | -190.0% | ||
| Q3 25 | — | -176.3% | ||
| Q2 25 | — | -296.3% | ||
| Q1 25 | — | 13.6% | ||
| Q4 24 | — | -242.1% | ||
| Q3 24 | — | -256.6% | ||
| Q2 24 | — | -251.3% | ||
| Q1 24 | — | -408.8% |
净利率
IVR
RGNX
| Q4 25 | 242.2% | -221.3% | ||
| Q3 25 | 303.6% | -208.3% | ||
| Q2 25 | -131.6% | -331.8% | ||
| Q1 25 | 104.4% | 6.8% | ||
| Q4 24 | 25.6% | -241.3% | ||
| Q3 24 | 542.2% | -246.3% | ||
| Q2 24 | -155.9% | -237.7% | ||
| Q1 24 | 415.9% | -405.4% |
每股收益(稀释后)
IVR
RGNX
| Q4 25 | $0.72 | $-1.30 | ||
| Q3 25 | $0.74 | $-1.20 | ||
| Q2 25 | $-0.40 | $-1.38 | ||
| Q1 25 | $0.26 | $0.12 | ||
| Q4 24 | $-0.09 | $-0.99 | ||
| Q3 24 | $0.63 | $-1.17 | ||
| Q2 24 | $-0.38 | $-1.05 | ||
| Q1 24 | $0.49 | $-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 | $56.0M | $230.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $797.5M | $102.7M |
| 总资产 | $6.5B | $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
IVR
RGNX
| Q4 25 | $56.0M | $230.1M | ||
| Q3 25 | $58.5M | $274.2M | ||
| Q2 25 | $59.4M | $323.3M | ||
| Q1 25 | $42.9M | $267.9M | ||
| Q4 24 | $73.4M | $234.7M | ||
| Q3 24 | $48.3M | $255.5M | ||
| Q2 24 | $58.8M | $290.4M | ||
| Q1 24 | $59.9M | $338.7M |
股东权益
IVR
RGNX
| Q4 25 | $797.5M | $102.7M | ||
| Q3 25 | $769.6M | $161.5M | ||
| Q2 25 | $709.4M | $213.7M | ||
| Q1 25 | $759.2M | $274.2M | ||
| Q4 24 | $730.7M | $259.7M | ||
| Q3 24 | $857.0M | $301.4M | ||
| Q2 24 | $759.2M | $348.3M | ||
| Q1 24 | $785.6M | $390.7M |
总资产
IVR
RGNX
| Q4 25 | $6.5B | $453.0M | ||
| Q3 25 | $6.0B | $525.2M | ||
| Q2 25 | $5.4B | $581.0M | ||
| Q1 25 | $6.2B | $490.9M | ||
| Q4 24 | $5.7B | $466.0M | ||
| Q3 24 | $6.1B | $519.1M | ||
| Q2 24 | $5.1B | $569.4M | ||
| Q1 24 | $5.2B | $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 | $157.1M | $-52.3M |
| 自由现金流经营现金流 - 资本支出 | — | $-52.8M |
| 自由现金流率自由现金流/营收 | — | -174.0% |
| 资本支出强度资本支出/营收 | — | 1.7% |
| 现金转化率经营现金流/净利润 | 3.05× | — |
| 过去12个月自由现金流最近4个季度 | — | $-126.4M |
8季度趋势,按日历期对齐
经营现金流
IVR
RGNX
| Q4 25 | $157.1M | $-52.3M | ||
| Q3 25 | $37.3M | $-56.0M | ||
| Q2 25 | $40.6M | $-49.3M | ||
| Q1 25 | $19.3M | $33.6M | ||
| Q4 24 | $183.2M | $-31.6M | ||
| Q3 24 | $30.8M | $-40.5M | ||
| Q2 24 | $33.0M | $-45.5M | ||
| Q1 24 | $57.5M | $-55.5M |
自由现金流
IVR
RGNX
| Q4 25 | — | $-52.8M | ||
| Q3 25 | — | $-56.5M | ||
| Q2 25 | — | $-49.7M | ||
| Q1 25 | — | $32.6M | ||
| Q4 24 | — | $-32.7M | ||
| Q3 24 | — | $-40.9M | ||
| Q2 24 | — | $-46.0M | ||
| Q1 24 | — | $-56.0M |
自由现金流率
IVR
RGNX
| Q4 25 | — | -174.0% | ||
| Q3 25 | — | -189.9% | ||
| Q2 25 | — | -232.8% | ||
| Q1 25 | — | 36.6% | ||
| Q4 24 | — | -154.2% | ||
| Q3 24 | — | -168.9% | ||
| Q2 24 | — | -206.2% | ||
| Q1 24 | — | -358.5% |
资本支出强度
IVR
RGNX
| Q4 25 | — | 1.7% | ||
| Q3 25 | — | 1.7% | ||
| Q2 25 | — | 1.8% | ||
| Q1 25 | — | 1.2% | ||
| Q4 24 | — | 5.1% | ||
| Q3 24 | — | 1.3% | ||
| Q2 24 | — | 2.1% | ||
| Q1 24 | — | 3.6% |
现金转化率
IVR
RGNX
| Q4 25 | 3.05× | — | ||
| Q3 25 | 0.70× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.98× | 5.53× | ||
| Q4 24 | 52.24× | — | ||
| Q3 24 | 0.76× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 1.97× | — |
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
IVR
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% |