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Krystal Biotech, Inc.（KRYS）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Krystal Biotech, Inc.的1.8倍（$197.9M vs $107.1M）。Krystal Biotech, Inc.净利率更高（48.0% vs 6.7%，领先41.3%）。Krystal Biotech, Inc.同比增速更快（17.5% vs 13.6%）。Krystal Biotech, Inc.自由现金流更多（$75.4M vs $17.6M）。过去两年Krystal Biotech, Inc.的营收复合增速更高（53.8% vs 14.4%）
Krystal Biotech是一家处于临床阶段的生物技术企业，专注于研发和商业化针对罕见重症皮肤病的新型基因疗法，主要面向北美和欧洲市场，服务缺乏有效常规治疗方案的单基因皮肤病患者。
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。
KRYS vs RGEN — 直观对比
营收规模更大
RGEN
是对方的1.8倍
$107.1M
营收增速更快
KRYS
高出3.9%
13.6%
净利率更高
KRYS
高出41.3%
6.7%
自由现金流更多
KRYS
多$57.8M
$17.6M
两年增速更快
KRYS
近两年复合增速
14.4%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $107.1M | $197.9M |
| 净利润 | $51.4M | $13.3M |
| 毛利率 | — | 52.5% |
| 营业利润率 | 41.5% | 9.0% |
| 净利率 | 48.0% | 6.7% |
| 营收同比 | 17.5% | 13.6% |
| 净利润同比 | 13.0% | 143.9% |
| 每股收益（稀释后） | $1.69 | $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KRYSRGEN
| Q4 25 | $107.1M | $197.9M | ||
| Q3 25 | $97.8M | $188.8M | ||
| Q2 25 | $96.0M | $182.4M | ||
| Q1 25 | $88.2M | $169.2M | ||
| Q4 24 | $91.1M | $174.1M | ||
| Q3 24 | $83.8M | $154.9M | ||
| Q2 24 | $70.3M | $154.1M | ||
| Q1 24 | $45.3M | $151.3M |
净利润KRYSRGEN
| Q4 25 | $51.4M | $13.3M | ||
| Q3 25 | $79.4M | $14.9M | ||
| Q2 25 | $38.3M | $14.9M | ||
| Q1 25 | $35.7M | $5.8M | ||
| Q4 24 | $45.5M | $-30.3M | ||
| Q3 24 | $27.2M | $-654.0K | ||
| Q2 24 | $15.6M | $3.3M | ||
| Q1 24 | $932.0K | $2.1M |
毛利率KRYSRGEN
| 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% | ||
| Q1 24 | — | 49.5% |
营业利润率KRYSRGEN
| Q4 25 | 41.5% | 9.0% | ||
| Q3 25 | 42.3% | 8.9% | ||
| Q2 25 | 40.9% | 7.6% | ||
| Q1 25 | 41.0% | 3.9% | ||
| Q4 24 | 45.4% | -17.7% | ||
| Q3 24 | 26.8% | -5.1% | ||
| Q2 24 | 12.2% | 1.0% | ||
| Q1 24 | -14.8% | 1.3% |
净利率KRYSRGEN
| Q4 25 | 48.0% | 6.7% | ||
| Q3 25 | 81.2% | 7.9% | ||
| Q2 25 | 39.9% | 8.2% | ||
| Q1 25 | 40.5% | 3.4% | ||
| Q4 24 | 49.9% | -17.4% | ||
| Q3 24 | 32.4% | -0.4% | ||
| Q2 24 | 22.2% | 2.2% | ||
| Q1 24 | 2.1% | 1.4% |
每股收益（稀释后）KRYSRGEN
| Q4 25 | $1.69 | $0.24 | ||
| Q3 25 | $2.66 | $0.26 | ||
| Q2 25 | $1.29 | $0.26 | ||
| Q1 25 | $1.20 | $0.10 | ||
| Q4 24 | $1.53 | $-0.55 | ||
| Q3 24 | $0.91 | $-0.01 | ||
| Q2 24 | $0.53 | $0.06 | ||
| Q1 24 | $0.03 | $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 | $496.3M | $767.6M |
| 总债务越低越好 | — | $542.2M |
| 股东权益账面价值 | $1.2B | $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KRYSRGEN
| Q4 25 | $496.3M | $767.6M | ||
| Q3 25 | $392.6M | $748.7M | ||
| Q2 25 | $353.8M | $708.9M | ||
| Q1 25 | $308.8M | $697.2M | ||
| Q4 24 | $344.9M | $757.4M | ||
| Q3 24 | $374.0M | $784.0M | ||
| Q2 24 | $345.8M | $809.1M | ||
| Q1 24 | $359.0M | $780.6M |
总债务KRYSRGEN
| 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KRYSRGEN
| Q4 25 | $1.2B | $2.1B | ||
| Q3 25 | $1.1B | $2.1B | ||
| Q2 25 | $1.0B | $2.1B | ||
| Q1 25 | $984.7M | $2.0B | ||
| Q4 24 | $946.4M | $2.0B | ||
| Q3 24 | $885.8M | $2.0B | ||
| Q2 24 | $838.9M | $2.0B | ||
| Q1 24 | $799.2M | $2.0B |
总资产KRYSRGEN
| Q4 25 | $1.3B | $2.9B | ||
| Q3 25 | $1.2B | $2.9B | ||
| Q2 25 | $1.1B | $2.9B | ||
| Q1 25 | $1.1B | $2.9B | ||
| Q4 24 | $1.1B | $2.8B | ||
| Q3 24 | $982.3M | $2.8B | ||
| Q2 24 | $917.7M | $2.9B | ||
| Q1 24 | $853.3M | $2.8B |
负债/权益比KRYSRGEN
| 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 | $77.5M | $25.7M |
| 自由现金流经营现金流 - 资本支出 | $75.4M | $17.6M |
| 自由现金流率自由现金流/营收 | 70.4% | 8.9% |
| 资本支出强度资本支出/营收 | 2.0% | 4.1% |
| 现金转化率经营现金流/净利润 | 1.51× | 1.93× |
| 过去12个月自由现金流最近4个季度 | $188.9M | $93.9M |
8季度趋势，按日历期对齐
经营现金流KRYSRGEN
| Q4 25 | $77.5M | $25.7M | ||
| Q3 25 | $39.7M | $48.1M | ||
| Q2 25 | $52.7M | $28.6M | ||
| Q1 25 | $31.0M | $15.0M | ||
| Q4 24 | $52.8M | $39.2M | ||
| Q3 24 | $58.9M | $49.3M | ||
| Q2 24 | $-4.2M | $42.2M | ||
| Q1 24 | $15.9M | $44.7M |
自由现金流KRYSRGEN
| Q4 25 | $75.4M | $17.6M | ||
| Q3 25 | $38.0M | $43.4M | ||
| Q2 25 | $50.8M | $21.5M | ||
| Q1 25 | $24.8M | $11.4M | ||
| Q4 24 | $52.0M | $33.6M | ||
| Q3 24 | $57.8M | $42.3M | ||
| Q2 24 | $-5.3M | $37.4M | ||
| Q1 24 | $14.6M | $36.4M |
自由现金流率KRYSRGEN
| Q4 25 | 70.4% | 8.9% | ||
| Q3 25 | 38.8% | 23.0% | ||
| Q2 25 | 52.9% | 11.8% | ||
| Q1 25 | 28.1% | 6.8% | ||
| Q4 24 | 57.1% | 19.3% | ||
| Q3 24 | 69.0% | 27.3% | ||
| Q2 24 | -7.5% | 24.3% | ||
| Q1 24 | 32.3% | 24.0% |
资本支出强度KRYSRGEN
| Q4 25 | 2.0% | 4.1% | ||
| Q3 25 | 1.7% | 2.5% | ||
| Q2 25 | 2.0% | 3.9% | ||
| Q1 25 | 7.0% | 2.1% | ||
| Q4 24 | 0.9% | 3.2% | ||
| Q3 24 | 1.2% | 4.5% | ||
| Q2 24 | 1.6% | 3.1% | ||
| Q1 24 | 2.8% | 5.5% |
现金转化率KRYSRGEN
| Q4 25 | 1.51× | 1.93× | ||
| Q3 25 | 0.50× | 3.23× | ||
| Q2 25 | 1.38× | 1.92× | ||
| Q1 25 | 0.87× | 2.57× | ||
| Q4 24 | 1.16× | — | ||
| Q3 24 | 2.17× | — | ||
| Q2 24 | -0.27× | 12.70× | ||
| Q1 24 | 17.05× | 21.35× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
