vs
楼氏电子（KN）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的季度营收约是楼氏电子的1.3倍（$197.9M vs $153.1M），REPLIGEN CORP净利率更高（6.7% vs 6.3%，领先0.4%），楼氏电子同比增速更快（22.7% vs 13.6%），REPLIGEN CORP自由现金流更多（$17.6M vs $-3.1M），过去两年REPLIGEN CORP的营收复合增速更高（14.4% vs -13.5%）
楼氏电子是全球领先的微声学、音频处理及精密元件解决方案供应商，产品涵盖MEMS麦克风、平衡电枢扬声器、助听器组件、边缘音频处理芯片等，服务消费电子、汽车、医疗科技、工业等核心领域的全球客户。
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。
KN vs RGEN — 直观对比
营收规模更大
RGEN
是对方的1.3倍
$153.1M
营收增速更快
KN
高出9.0%
13.6%
净利率更高
RGEN
高出0.4%
6.3%
自由现金流更多
RGEN
多$20.7M
$-3.1M
两年增速更快
RGEN
近两年复合增速
-13.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $153.1M | $197.9M |
| 净利润 | $9.7M | $13.3M |
| 毛利率 | 43.8% | 52.5% |
| 营业利润率 | 10.4% | 9.0% |
| 净利率 | 6.3% | 6.7% |
| 营收同比 | 22.7% | 13.6% |
| 净利润同比 | 585.0% | 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KNRGEN
| Q1 26 | $153.1M | — | ||
| Q4 25 | $162.2M | $197.9M | ||
| Q3 25 | $152.9M | $188.8M | ||
| Q2 25 | $145.9M | $182.4M | ||
| Q1 25 | $132.2M | $169.2M | ||
| Q4 24 | $142.5M | $174.1M | ||
| Q3 24 | $142.5M | $154.9M | ||
| Q2 24 | $204.7M | $154.1M |
净利润KNRGEN
| Q1 26 | $9.7M | — | ||
| Q4 25 | $21.0M | $13.3M | ||
| Q3 25 | $17.4M | $14.9M | ||
| Q2 25 | $7.8M | $14.9M | ||
| Q1 25 | $-2.0M | $5.8M | ||
| Q4 24 | $18.5M | $-30.3M | ||
| Q3 24 | $500.0K | $-654.0K | ||
| Q2 24 | $-259.3M | $3.3M |
毛利率KNRGEN
| Q1 26 | 43.8% | — | ||
| Q4 25 | 44.7% | 52.5% | ||
| Q3 25 | 45.7% | 53.2% | ||
| Q2 25 | 41.5% | 50.0% | ||
| Q1 25 | 40.3% | 53.6% | ||
| Q4 24 | 42.7% | 26.1% | ||
| Q3 24 | 44.1% | 50.0% | ||
| Q2 24 | 28.2% | 49.8% |
营业利润率KNRGEN
| Q1 26 | 10.4% | — | ||
| Q4 25 | 15.9% | 9.0% | ||
| Q3 25 | 16.9% | 8.9% | ||
| Q2 25 | 10.1% | 7.6% | ||
| Q1 25 | 3.0% | 3.9% | ||
| Q4 24 | 10.8% | -17.7% | ||
| Q3 24 | 13.1% | -5.1% | ||
| Q2 24 | 6.2% | 1.0% |
净利率KNRGEN
| Q1 26 | 6.3% | — | ||
| Q4 25 | 12.9% | 6.7% | ||
| Q3 25 | 11.4% | 7.9% | ||
| Q2 25 | 5.3% | 8.2% | ||
| Q1 25 | -1.5% | 3.4% | ||
| Q4 24 | 13.0% | -17.4% | ||
| Q3 24 | 0.4% | -0.4% | ||
| Q2 24 | -126.7% | 2.2% |
每股收益（稀释后）KNRGEN
| Q1 26 | $0.13 | — | ||
| Q4 25 | $0.23 | $0.24 | ||
| Q3 25 | $0.20 | $0.26 | ||
| Q2 25 | $0.09 | $0.26 | ||
| Q1 25 | $-0.02 | $0.10 | ||
| Q4 24 | $0.20 | $-0.55 | ||
| Q3 24 | $0.01 | $-0.01 | ||
| Q2 24 | $-2.88 | $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 | $41.0M | $767.6M |
| 总债务越低越好 | $131.0M | $542.2M |
| 股东权益账面价值 | $780.2M | $2.1B |
| 总资产 | $1.1B | $2.9B |
| 负债/权益比越低杠杆越低 | 0.17× | 0.26× |
8季度趋势，按日历期对齐
现金及短期投资KNRGEN
| Q1 26 | $41.0M | — | ||
| Q4 25 | $54.2M | $767.6M | ||
| Q3 25 | $92.5M | $748.7M | ||
| Q2 25 | $103.2M | $708.9M | ||
| Q1 25 | $101.9M | $697.2M | ||
| Q4 24 | $130.1M | $757.4M | ||
| Q3 24 | $92.6M | $784.0M | ||
| Q2 24 | $84.0M | $809.1M |
总债务KNRGEN
| Q1 26 | $131.0M | — | ||
| Q4 25 | $114.0M | $542.2M | ||
| Q3 25 | $176.3M | $537.9M | ||
| Q2 25 | $190.0M | — | ||
| Q1 25 | $188.8M | — | ||
| Q4 24 | $202.5M | $525.6M | ||
| Q3 24 | $225.0M | — | ||
| Q2 24 | $261.2M | — |
股东权益KNRGEN
| Q1 26 | $780.2M | — | ||
| Q4 25 | $775.8M | $2.1B | ||
| Q3 25 | $751.8M | $2.1B | ||
| Q2 25 | $746.1M | $2.1B | ||
| Q1 25 | $755.8M | $2.0B | ||
| Q4 24 | $756.0M | $2.0B | ||
| Q3 24 | $777.4M | $2.0B | ||
| Q2 24 | $753.0M | $2.0B |
总资产KNRGEN
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | $2.9B | ||
| Q3 25 | $1.1B | $2.9B | ||
| Q2 25 | $1.1B | $2.9B | ||
| Q1 25 | $1.1B | $2.9B | ||
| Q4 24 | $1.1B | $2.8B | ||
| Q3 24 | $1.2B | $2.8B | ||
| Q2 24 | $1.2B | $2.9B |
负债/权益比KNRGEN
| Q1 26 | 0.17× | — | ||
| Q4 25 | 0.15× | 0.26× | ||
| Q3 25 | 0.23× | 0.26× | ||
| Q2 25 | 0.25× | — | ||
| Q1 25 | 0.25× | — | ||
| Q4 24 | 0.27× | 0.27× | ||
| Q3 24 | 0.29× | — | ||
| Q2 24 | 0.35× | — |
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 | $0 | $25.7M |
| 自由现金流经营现金流 - 资本支出 | $-3.1M | $17.6M |
| 自由现金流率自由现金流/营收 | -2.0% | 8.9% |
| 资本支出强度资本支出/营收 | 7.1% | 4.1% |
| 现金转化率经营现金流/净利润 | 0.00× | 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KNRGEN
| Q1 26 | $0 | — | ||
| Q4 25 | — | $25.7M | ||
| Q3 25 | $29.1M | $48.1M | ||
| Q2 25 | $36.4M | $28.6M | ||
| Q1 25 | $1.3M | $15.0M | ||
| Q4 24 | — | $39.2M | ||
| Q3 24 | $52.8M | $49.3M | ||
| Q2 24 | $24.9M | $42.2M |
自由现金流KNRGEN
| Q1 26 | $-3.1M | — | ||
| Q4 25 | — | $17.6M | ||
| Q3 25 | $21.4M | $43.4M | ||
| Q2 25 | $31.3M | $21.5M | ||
| Q1 25 | $-2.7M | $11.4M | ||
| Q4 24 | — | $33.6M | ||
| Q3 24 | $49.1M | $42.3M | ||
| Q2 24 | $21.7M | $37.4M |
自由现金流率KNRGEN
| Q1 26 | -2.0% | — | ||
| Q4 25 | — | 8.9% | ||
| Q3 25 | 14.0% | 23.0% | ||
| Q2 25 | 21.5% | 11.8% | ||
| Q1 25 | -2.0% | 6.8% | ||
| Q4 24 | — | 19.3% | ||
| Q3 24 | 34.5% | 27.3% | ||
| Q2 24 | 10.6% | 24.3% |
资本支出强度KNRGEN
| Q1 26 | 7.1% | — | ||
| Q4 25 | 9.4% | 4.1% | ||
| Q3 25 | 5.0% | 2.5% | ||
| Q2 25 | 3.5% | 3.9% | ||
| Q1 25 | 3.0% | 2.1% | ||
| Q4 24 | 2.3% | 3.2% | ||
| Q3 24 | 2.6% | 4.5% | ||
| Q2 24 | 1.6% | 3.1% |
现金转化率KNRGEN
| Q1 26 | 0.00× | — | ||
| Q4 25 | — | 1.93× | ||
| Q3 25 | 1.67× | 3.23× | ||
| Q2 25 | 4.67× | 1.92× | ||
| Q1 25 | — | 2.57× | ||
| Q4 24 | — | — | ||
| Q3 24 | 105.60× | — | ||
| Q2 24 | — | 12.70× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
