vs
null（JACK）与REPLIGEN CORP（RGEN）财务数据对比。点击上方公司名可切换其他公司
null的季度营收约是REPLIGEN CORP的1.8倍（$349.5M vs $197.9M），REPLIGEN CORP净利率更高（6.7% vs -0.7%，领先7.4%），REPLIGEN CORP同比增速更快（13.6% vs -25.5%），REPLIGEN CORP自由现金流更多（$17.6M vs $7.3M），过去两年REPLIGEN CORP的营收复合增速更高（14.4% vs -18.6%）
杰克盒子是源自美国的连锁快餐品牌，1951年由罗伯特·O·彼得森在加利福尼亚州圣迭戈创立，总部也设于此。品牌目前拥有超过2200家门店，业务主要覆盖美国西海岸，在西海岸以外的多个大都市区域以及关岛也设有门店。2017年12月前该公司曾运营Qdoba墨西哥烧烤连锁品牌，后该品牌被阿波罗全球管理收购。
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。
JACK vs RGEN — 直观对比
营收规模更大
JACK
是对方的1.8倍
$197.9M
营收增速更快
RGEN
高出39.2%
-25.5%
净利率更高
RGEN
高出7.4%
-0.7%
自由现金流更多
RGEN
多$10.2M
$7.3M
两年增速更快
RGEN
近两年复合增速
-18.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $349.5M | $197.9M |
| 净利润 | $-2.5M | $13.3M |
| 毛利率 | — | 52.5% |
| 营业利润率 | 13.3% | 9.0% |
| 净利率 | -0.7% | 6.7% |
| 营收同比 | -25.5% | 13.6% |
| 净利润同比 | -107.3% | 143.9% |
| 每股收益（稀释后） | $-0.13 | $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JACKRGEN
| Q1 26 | $349.5M | — | ||
| Q4 25 | — | $197.9M | ||
| Q3 25 | — | $188.8M | ||
| Q2 25 | $336.7M | $182.4M | ||
| Q1 25 | $371.1M | $169.2M | ||
| Q4 24 | — | $174.1M | ||
| Q3 24 | — | $154.9M | ||
| Q2 24 | $365.3M | $154.1M |
净利润JACKRGEN
| Q1 26 | $-2.5M | — | ||
| Q4 25 | — | $13.3M | ||
| Q3 25 | — | $14.9M | ||
| Q2 25 | $-142.2M | $14.9M | ||
| Q1 25 | $33.7M | $5.8M | ||
| Q4 24 | — | $-30.3M | ||
| Q3 24 | — | $-654.0K | ||
| Q2 24 | $25.0M | $3.3M |
毛利率JACKRGEN
| Q1 26 | — | — | ||
| 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% |
营业利润率JACKRGEN
| Q1 26 | 13.3% | — | ||
| Q4 25 | — | 9.0% | ||
| Q3 25 | — | 8.9% | ||
| Q2 25 | -46.7% | 7.6% | ||
| Q1 25 | 19.0% | 3.9% | ||
| Q4 24 | — | -17.7% | ||
| Q3 24 | — | -5.1% | ||
| Q2 24 | 14.8% | 1.0% |
净利率JACKRGEN
| Q1 26 | -0.7% | — | ||
| Q4 25 | — | 6.7% | ||
| Q3 25 | — | 7.9% | ||
| Q2 25 | -42.2% | 8.2% | ||
| Q1 25 | 9.1% | 3.4% | ||
| Q4 24 | — | -17.4% | ||
| Q3 24 | — | -0.4% | ||
| Q2 24 | 6.8% | 2.2% |
每股收益（稀释后）JACKRGEN
| Q1 26 | $-0.13 | — | ||
| Q4 25 | — | $0.24 | ||
| Q3 25 | — | $0.26 | ||
| Q2 25 | $-7.47 | $0.26 | ||
| Q1 25 | $1.75 | $0.10 | ||
| Q4 24 | — | $-0.55 | ||
| Q3 24 | — | $-0.01 | ||
| Q2 24 | $1.26 | $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 | — | $767.6M |
| 总债务越低越好 | $1.6B | $542.2M |
| 股东权益账面价值 | $-936.0M | $2.1B |
| 总资产 | $2.0B | $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JACKRGEN
| Q1 26 | — | — | ||
| Q4 25 | — | $767.6M | ||
| Q3 25 | — | $748.7M | ||
| Q2 25 | — | $708.9M | ||
| Q1 25 | — | $697.2M | ||
| Q4 24 | — | $757.4M | ||
| Q3 24 | — | $784.0M | ||
| Q2 24 | — | $809.1M |
总债务JACKRGEN
| Q1 26 | $1.6B | — | ||
| Q4 25 | — | $542.2M | ||
| Q3 25 | — | $537.9M | ||
| Q2 25 | $1.7B | — | ||
| Q1 25 | $1.7B | — | ||
| Q4 24 | — | $525.6M | ||
| Q3 24 | — | — | ||
| Q2 24 | $1.7B | — |
股东权益JACKRGEN
| Q1 26 | $-936.0M | — | ||
| Q4 25 | — | $2.1B | ||
| Q3 25 | — | $2.1B | ||
| Q2 25 | $-976.2M | $2.1B | ||
| Q1 25 | $-827.1M | $2.0B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | — | $2.0B | ||
| Q2 24 | $-702.6M | $2.0B |
总资产JACKRGEN
| Q1 26 | $2.0B | — | ||
| Q4 25 | — | $2.9B | ||
| Q3 25 | — | $2.9B | ||
| Q2 25 | $2.6B | $2.9B | ||
| Q1 25 | $2.8B | $2.9B | ||
| Q4 24 | — | $2.8B | ||
| Q3 24 | — | $2.8B | ||
| Q2 24 | $2.9B | $2.9B |
负债/权益比JACKRGEN
| Q1 26 | — | — | ||
| Q4 25 | — | 0.26× | ||
| Q3 25 | — | 0.26× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.27× | ||
| Q3 24 | — | — | ||
| Q2 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 | $30.5M | $25.7M |
| 自由现金流经营现金流 - 资本支出 | $7.3M | $17.6M |
| 自由现金流率自由现金流/营收 | 2.1% | 8.9% |
| 资本支出强度资本支出/营收 | 6.6% | 4.1% |
| 现金转化率经营现金流/净利润 | — | 1.93× |
| 过去12个月自由现金流最近4个季度 | $34.8M | $93.9M |
8季度趋势，按日历期对齐
经营现金流JACKRGEN
| Q1 26 | $30.5M | — | ||
| Q4 25 | — | $25.7M | ||
| Q3 25 | — | $48.1M | ||
| Q2 25 | $-36.8M | $28.6M | ||
| Q1 25 | $105.7M | $15.0M | ||
| Q4 24 | — | $39.2M | ||
| Q3 24 | — | $49.3M | ||
| Q2 24 | $16.7M | $42.2M |
自由现金流JACKRGEN
| Q1 26 | $7.3M | — | ||
| Q4 25 | — | $17.6M | ||
| Q3 25 | — | $43.4M | ||
| Q2 25 | $-63.2M | $21.5M | ||
| Q1 25 | $84.4M | $11.4M | ||
| Q4 24 | — | $33.6M | ||
| Q3 24 | — | $42.3M | ||
| Q2 24 | $6.4M | $37.4M |
自由现金流率JACKRGEN
| Q1 26 | 2.1% | — | ||
| Q4 25 | — | 8.9% | ||
| Q3 25 | — | 23.0% | ||
| Q2 25 | -18.8% | 11.8% | ||
| Q1 25 | 22.7% | 6.8% | ||
| Q4 24 | — | 19.3% | ||
| Q3 24 | — | 27.3% | ||
| Q2 24 | 1.8% | 24.3% |
资本支出强度JACKRGEN
| Q1 26 | 6.6% | — | ||
| Q4 25 | — | 4.1% | ||
| Q3 25 | — | 2.5% | ||
| Q2 25 | 7.9% | 3.9% | ||
| Q1 25 | 5.7% | 2.1% | ||
| Q4 24 | — | 3.2% | ||
| Q3 24 | — | 4.5% | ||
| Q2 24 | 2.8% | 3.1% |
现金转化率JACKRGEN
| Q1 26 | — | — | ||
| Q4 25 | — | 1.93× | ||
| Q3 25 | — | 3.23× | ||
| Q2 25 | — | 1.92× | ||
| Q1 25 | 3.14× | 2.57× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 0.67× | 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
JACK
| Restaurant Sales | $131.9M | 38% |
| Franchise | $97.4M | 28% |
| Royaltyand Other | $58.9M | 17% |
| Advertising | $56.6M | 16% |
| Technology Service | $4.7M | 1% |
| Franchise Fees | $1.7M | 0% |
RGEN
暂无分部数据
