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JAKKS PACIFIC INC（JAKK）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JAKKS PACIFIC INC的1.9倍（$197.9M vs $106.7M），REPLIGEN CORP净利率更高（6.7% vs 0.1%，领先6.6%），REPLIGEN CORP同比增速更快（13.6% vs -5.8%），过去两年REPLIGEN CORP的营收复合增速更高（14.4% vs -15.3%）
杰克太平洋（JAKKS PACIFIC INC）是1995年1月成立的美国玩具制造商，最为人熟知的业务是生产品牌授权的可动人偶、玩具套装、玩偶、毛绒玩具和换装套装，另外该企业在2000年代推出的即插即用电视游戏机系列也广受消费者欢迎。
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。
JAKK vs RGEN — 直观对比
营收规模更大
RGEN
是对方的1.9倍
$106.7M
营收增速更快
RGEN
高出19.5%
-5.8%
净利率更高
RGEN
高出6.6%
0.1%
两年增速更快
RGEN
近两年复合增速
-15.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $106.7M | $197.9M |
| 净利润 | $80.0K | $13.3M |
| 毛利率 | 33.4% | 52.5% |
| 营业利润率 | — | 9.0% |
| 净利率 | 0.1% | 6.7% |
| 营收同比 | -5.8% | 13.6% |
| 净利润同比 | — | 143.9% |
| 每股收益（稀释后） | — | $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JAKKRGEN
| Q1 26 | $106.7M | — | ||
| Q4 25 | $127.1M | $197.9M | ||
| Q3 25 | $211.2M | $188.8M | ||
| Q2 25 | $119.1M | $182.4M | ||
| Q1 25 | $113.3M | $169.2M | ||
| Q4 24 | $130.7M | $174.1M | ||
| Q3 24 | $321.6M | $154.9M | ||
| Q2 24 | $148.6M | $154.1M |
净利润JAKKRGEN
| Q1 26 | $80.0K | — | ||
| Q4 25 | $-5.3M | $13.3M | ||
| Q3 25 | $19.9M | $14.9M | ||
| Q2 25 | $-2.3M | $14.9M | ||
| Q1 25 | $-2.4M | $5.8M | ||
| Q4 24 | $-9.1M | $-30.3M | ||
| Q3 24 | $52.3M | $-654.0K | ||
| Q2 24 | $5.3M | $3.3M |
毛利率JAKKRGEN
| Q1 26 | 33.4% | — | ||
| Q4 25 | 31.0% | 52.5% | ||
| Q3 25 | 32.0% | 53.2% | ||
| Q2 25 | 32.8% | 50.0% | ||
| Q1 25 | 34.4% | 53.6% | ||
| Q4 24 | 27.2% | 26.1% | ||
| Q3 24 | 33.8% | 50.0% | ||
| Q2 24 | 32.0% | 49.8% |
营业利润率JAKKRGEN
| Q1 26 | — | — | ||
| Q4 25 | -6.8% | 9.0% | ||
| Q3 25 | 13.9% | 8.9% | ||
| Q2 25 | -2.3% | 7.6% | ||
| Q1 25 | -3.3% | 3.9% | ||
| Q4 24 | -11.3% | -17.7% | ||
| Q3 24 | 21.2% | -5.1% | ||
| Q2 24 | 5.1% | 1.0% |
净利率JAKKRGEN
| Q1 26 | 0.1% | — | ||
| Q4 25 | -4.2% | 6.7% | ||
| Q3 25 | 9.4% | 7.9% | ||
| Q2 25 | -1.9% | 8.2% | ||
| Q1 25 | -2.1% | 3.4% | ||
| Q4 24 | -7.0% | -17.4% | ||
| Q3 24 | 16.3% | -0.4% | ||
| Q2 24 | 3.5% | 2.2% |
每股收益（稀释后）JAKKRGEN
| Q1 26 | — | — | ||
| Q4 25 | $-0.46 | $0.24 | ||
| Q3 25 | $1.74 | $0.26 | ||
| Q2 25 | $-0.21 | $0.26 | ||
| Q1 25 | $-0.21 | $0.10 | ||
| Q4 24 | $-0.70 | $-0.55 | ||
| Q3 24 | $4.64 | $-0.01 | ||
| Q2 24 | $0.47 | $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 | $62.8M | $767.6M |
| 总债务越低越好 | — | $542.2M |
| 股东权益账面价值 | $242.0M | $2.1B |
| 总资产 | $400.4M | $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JAKKRGEN
| Q1 26 | $62.8M | — | ||
| Q4 25 | $52.2M | $767.6M | ||
| Q3 25 | $25.9M | $748.7M | ||
| Q2 25 | $38.2M | $708.9M | ||
| Q1 25 | $59.2M | $697.2M | ||
| Q4 24 | $69.9M | $757.4M | ||
| Q3 24 | $22.1M | $784.0M | ||
| Q2 24 | $17.7M | $809.1M |
总债务JAKKRGEN
| Q1 26 | — | — | ||
| Q4 25 | — | $542.2M | ||
| Q3 25 | — | $537.9M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $525.6M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益JAKKRGEN
| Q1 26 | $242.0M | — | ||
| Q4 25 | $249.1M | $2.1B | ||
| Q3 25 | $255.9M | $2.1B | ||
| Q2 25 | $236.2M | $2.1B | ||
| Q1 25 | $234.5M | $2.0B | ||
| Q4 24 | $240.3M | $2.0B | ||
| Q3 24 | $249.6M | $2.0B | ||
| Q2 24 | $195.4M | $2.0B |
总资产JAKKRGEN
| Q1 26 | $400.4M | — | ||
| Q4 25 | $442.2M | $2.9B | ||
| Q3 25 | $485.3M | $2.9B | ||
| Q2 25 | $438.7M | $2.9B | ||
| Q1 25 | $405.9M | $2.9B | ||
| Q4 24 | $444.9M | $2.8B | ||
| Q3 24 | $523.9M | $2.8B | ||
| Q2 24 | $378.3M | $2.9B |
负债/权益比JAKKRGEN
| 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 | — | $25.7M |
| 自由现金流经营现金流 - 资本支出 | — | $17.6M |
| 自由现金流率自由现金流/营收 | — | 8.9% |
| 资本支出强度资本支出/营收 | — | 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 | — | $93.9M |
8季度趋势，按日历期对齐
经营现金流JAKKRGEN
| Q1 26 | — | — | ||
| Q4 25 | $33.2M | $25.7M | ||
| Q3 25 | $-8.8M | $48.1M | ||
| Q2 25 | $-14.2M | $28.6M | ||
| Q1 25 | $-1.7M | $15.0M | ||
| Q4 24 | $54.1M | $39.2M | ||
| Q3 24 | $12.5M | $49.3M | ||
| Q2 24 | $-14.8M | $42.2M |
自由现金流JAKKRGEN
| Q1 26 | — | — | ||
| Q4 25 | $31.5M | $17.6M | ||
| Q3 25 | $-12.2M | $43.4M | ||
| Q2 25 | $-16.6M | $21.5M | ||
| Q1 25 | $-3.8M | $11.4M | ||
| Q4 24 | $50.2M | $33.6M | ||
| Q3 24 | $9.8M | $42.3M | ||
| Q2 24 | $-17.2M | $37.4M |
自由现金流率JAKKRGEN
| Q1 26 | — | — | ||
| Q4 25 | 24.8% | 8.9% | ||
| Q3 25 | -5.8% | 23.0% | ||
| Q2 25 | -14.0% | 11.8% | ||
| Q1 25 | -3.3% | 6.8% | ||
| Q4 24 | 38.4% | 19.3% | ||
| Q3 24 | 3.0% | 27.3% | ||
| Q2 24 | -11.6% | 24.3% |
资本支出强度JAKKRGEN
| Q1 26 | — | — | ||
| Q4 25 | 1.3% | 4.1% | ||
| Q3 25 | 1.6% | 2.5% | ||
| Q2 25 | 2.0% | 3.9% | ||
| Q1 25 | 1.8% | 2.1% | ||
| Q4 24 | 3.0% | 3.2% | ||
| Q3 24 | 0.8% | 4.5% | ||
| Q2 24 | 1.6% | 3.1% |
现金转化率JAKKRGEN
| Q1 26 | — | — | ||
| Q4 25 | — | 1.93× | ||
| Q3 25 | -0.44× | 3.23× | ||
| Q2 25 | — | 1.92× | ||
| Q1 25 | — | 2.57× | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.24× | — | ||
| Q2 24 | -2.81× | 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
JAKK
| United States | $74.6M | 70% |
| Europe | $17.4M | 16% |
| Latin America | $7.0M | 7% |
| Canada | $3.0M | 3% |
| Australia & New Zealand | $2.5M | 2% |
| Other | $2.2M | 2% |
RGEN
暂无分部数据
