vs
骏利亨德森（JBI）与REPLIGEN CORP（RGEN）财务数据对比。点击上方公司名可切换其他公司
骏利亨德森的季度营收约是REPLIGEN CORP的1.1倍（$219.3M vs $197.9M），骏利亨德森净利率更高（6.9% vs 6.7%，领先0.2%），REPLIGEN CORP同比增速更快（13.6% vs -4.7%），REPLIGEN CORP自由现金流更多（$17.6M vs $8.3M），过去两年REPLIGEN CORP的营收复合增速更高（14.4% vs -8.8%）
骏利亨德森是一家英美合资的全球资产管理集团，总部位于英国伦敦市。旗下以骏利亨德森投资者为品牌，面向全球个人投资者、中介顾问及机构投资者提供丰富多样的金融产品。
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。
JBI vs RGEN — 直观对比
营收规模更大
JBI
是对方的1.1倍
$197.9M
营收增速更快
RGEN
高出18.3%
-4.7%
净利率更高
JBI
高出0.2%
6.7%
自由现金流更多
RGEN
多$9.3M
$8.3M
两年增速更快
RGEN
近两年复合增速
-8.8%
损益表 — Q3 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $219.3M | $197.9M |
| 净利润 | $15.2M | $13.3M |
| 毛利率 | 39.1% | 52.5% |
| 营业利润率 | 13.4% | 9.0% |
| 净利率 | 6.9% | 6.7% |
| 营收同比 | -4.7% | 13.6% |
| 净利润同比 | 28.8% | 143.9% |
| 每股收益（稀释后） | $0.11 | $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JBIRGEN
| Q4 25 | — | $197.9M | ||
| Q3 25 | $219.3M | $188.8M | ||
| Q2 25 | $228.1M | $182.4M | ||
| Q1 25 | $210.5M | $169.2M | ||
| Q4 24 | $230.8M | $174.1M | ||
| Q3 24 | $230.1M | $154.9M | ||
| Q2 24 | $248.4M | $154.1M | ||
| Q1 24 | $254.5M | $151.3M |
净利润JBIRGEN
| Q4 25 | — | $13.3M | ||
| Q3 25 | $15.2M | $14.9M | ||
| Q2 25 | $20.7M | $14.9M | ||
| Q1 25 | $10.8M | $5.8M | ||
| Q4 24 | $300.0K | $-30.3M | ||
| Q3 24 | $11.8M | $-654.0K | ||
| Q2 24 | $27.6M | $3.3M | ||
| Q1 24 | $30.7M | $2.1M |
毛利率JBIRGEN
| Q4 25 | — | 52.5% | ||
| Q3 25 | 39.1% | 53.2% | ||
| Q2 25 | 40.9% | 50.0% | ||
| Q1 25 | 38.9% | 53.6% | ||
| Q4 24 | 37.8% | 26.1% | ||
| Q3 24 | 39.6% | 50.0% | ||
| Q2 24 | 43.9% | 49.8% | ||
| Q1 24 | 43.4% | 49.5% |
营业利润率JBIRGEN
| Q4 25 | — | 9.0% | ||
| Q3 25 | 13.4% | 8.9% | ||
| Q2 25 | 15.8% | 7.6% | ||
| Q1 25 | 12.0% | 3.9% | ||
| Q4 24 | 5.5% | -17.7% | ||
| Q3 24 | 11.6% | -5.1% | ||
| Q2 24 | 20.8% | 1.0% | ||
| Q1 24 | 21.8% | 1.3% |
净利率JBIRGEN
| Q4 25 | — | 6.7% | ||
| Q3 25 | 6.9% | 7.9% | ||
| Q2 25 | 9.1% | 8.2% | ||
| Q1 25 | 5.1% | 3.4% | ||
| Q4 24 | 0.1% | -17.4% | ||
| Q3 24 | 5.1% | -0.4% | ||
| Q2 24 | 11.1% | 2.2% | ||
| Q1 24 | 12.1% | 1.4% |
每股收益（稀释后）JBIRGEN
| Q4 25 | — | $0.24 | ||
| Q3 25 | $0.11 | $0.26 | ||
| Q2 25 | $0.15 | $0.26 | ||
| Q1 25 | $0.08 | $0.10 | ||
| Q4 24 | $0.01 | $-0.55 | ||
| Q3 24 | $0.08 | $-0.01 | ||
| Q2 24 | $0.19 | $0.06 | ||
| Q1 24 | $0.21 | $0.04 |
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 | — | $542.2M |
| 股东权益账面价值 | $560.8M | $2.1B |
| 总资产 | $1.3B | $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JBIRGEN
| Q4 25 | — | $767.6M | ||
| Q3 25 | — | $748.7M | ||
| Q2 25 | — | $708.9M | ||
| Q1 25 | — | $697.2M | ||
| Q4 24 | — | $757.4M | ||
| Q3 24 | $102.1M | $784.0M | ||
| Q2 24 | $110.1M | $809.1M | ||
| Q1 24 | — | $780.6M |
总债务JBIRGEN
| Q4 25 | — | $542.2M | ||
| Q3 25 | — | $537.9M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $525.6M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益JBIRGEN
| Q4 25 | — | $2.1B | ||
| Q3 25 | $560.8M | $2.1B | ||
| Q2 25 | $543.8M | $2.1B | ||
| Q1 25 | $526.8M | $2.0B | ||
| Q4 24 | $518.8M | $2.0B | ||
| Q3 24 | $526.6M | $2.0B | ||
| Q2 24 | $556.3M | $2.0B | ||
| Q1 24 | $535.4M | $2.0B |
总资产JBIRGEN
| Q4 25 | — | $2.9B | ||
| Q3 25 | $1.3B | $2.9B | ||
| Q2 25 | $1.3B | $2.9B | ||
| Q1 25 | $1.3B | $2.9B | ||
| Q4 24 | $1.3B | $2.8B | ||
| Q3 24 | $1.3B | $2.8B | ||
| Q2 24 | $1.3B | $2.9B | ||
| Q1 24 | $1.4B | $2.8B |
负债/权益比JBIRGEN
| Q4 25 | — | 0.26× | ||
| Q3 25 | — | 0.26× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.27× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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 | $15.0M | $25.7M |
| 自由现金流经营现金流 - 资本支出 | $8.3M | $17.6M |
| 自由现金流率自由现金流/营收 | 3.8% | 8.9% |
| 资本支出强度资本支出/营收 | 3.1% | 4.1% |
| 现金转化率经营现金流/净利润 | 0.99× | 1.93× |
| 过去12个月自由现金流最近4个季度 | $140.1M | $93.9M |
8季度趋势，按日历期对齐
经营现金流JBIRGEN
| Q4 25 | — | $25.7M | ||
| Q3 25 | $15.0M | $48.1M | ||
| Q2 25 | $51.4M | $28.6M | ||
| Q1 25 | $48.3M | $15.0M | ||
| Q4 24 | $51.4M | $39.2M | ||
| Q3 24 | $43.0M | $49.3M | ||
| Q2 24 | $31.0M | $42.2M | ||
| Q1 24 | $28.6M | $44.7M |
自由现金流JBIRGEN
| Q4 25 | — | $17.6M | ||
| Q3 25 | $8.3M | $43.4M | ||
| Q2 25 | $44.6M | $21.5M | ||
| Q1 25 | $41.9M | $11.4M | ||
| Q4 24 | $45.3M | $33.6M | ||
| Q3 24 | $39.3M | $42.3M | ||
| Q2 24 | $25.3M | $37.4M | ||
| Q1 24 | $24.0M | $36.4M |
自由现金流率JBIRGEN
| Q4 25 | — | 8.9% | ||
| Q3 25 | 3.8% | 23.0% | ||
| Q2 25 | 19.6% | 11.8% | ||
| Q1 25 | 19.9% | 6.8% | ||
| Q4 24 | 19.6% | 19.3% | ||
| Q3 24 | 17.1% | 27.3% | ||
| Q2 24 | 10.2% | 24.3% | ||
| Q1 24 | 9.4% | 24.0% |
资本支出强度JBIRGEN
| Q4 25 | — | 4.1% | ||
| Q3 25 | 3.1% | 2.5% | ||
| Q2 25 | 3.0% | 3.9% | ||
| Q1 25 | 3.0% | 2.1% | ||
| Q4 24 | 2.6% | 3.2% | ||
| Q3 24 | 1.6% | 4.5% | ||
| Q2 24 | 2.3% | 3.1% | ||
| Q1 24 | 1.8% | 5.5% |
现金转化率JBIRGEN
| Q4 25 | — | 1.93× | ||
| Q3 25 | 0.99× | 3.23× | ||
| Q2 25 | 2.48× | 1.92× | ||
| Q1 25 | 4.47× | 2.57× | ||
| Q4 24 | 171.33× | — | ||
| Q3 24 | 3.64× | — | ||
| Q2 24 | 1.12× | 12.70× | ||
| Q1 24 | 0.93× | 21.35× |
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
JBI
| Self Storage New Construction | $72.3M | 33% |
| Commercial And Others | $65.5M | 30% |
| Self Storage R3 | $54.0M | 25% |
| Transferred At Point In Time | $15.5M | 7% |
| Transferred Over Time | $12.8M | 6% |
RGEN
暂无分部数据
