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Kymera Therapeutics, Inc.（KYMR）与REGENXBIO Inc.（RGNX）财务数据对比。点击上方公司名可切换其他公司
REGENXBIO Inc.的季度营收约是Kymera Therapeutics, Inc.的2.6倍（$30.3M vs $11.5M），REGENXBIO Inc.净利率更高（-221.3% vs -667.6%，领先446.3%），REGENXBIO Inc.同比增速更快（43.0% vs -55.3%），REGENXBIO Inc.自由现金流更多（$-52.8M vs $-60.6M），过去两年REGENXBIO Inc.的营收复合增速更高（39.4% vs 10.1%）
Kymera Therapeutics是一家处于临床阶段的生物制药企业，专注开发创新靶向蛋白降解疗法，推进覆盖肿瘤、自身免疫、炎症类疾病领域的多元化管线，旨在攻克此前无法成药的靶点，满足全球范围的未被满足的医疗需求。
REGENXBIO Inc.是一家临床阶段生物技术企业，专注于开发针对罕见及严重遗传疾病的突破性基因疗法。公司拥有专有的腺相关病毒载体技术，既向全球生物制药合作伙伴提供技术授权，也自主推进多疾病领域的基因疗法管线研发。
KYMR vs RGNX — 直观对比
营收规模更大
RGNX
是对方的2.6倍
$11.5M
营收增速更快
RGNX
高出98.3%
-55.3%
净利率更高
RGNX
高出446.3%
-667.6%
自由现金流更多
RGNX
多$7.8M
$-60.6M
两年增速更快
RGNX
近两年复合增速
10.1%
损益表 — Q2 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $11.5M | $30.3M |
| 净利润 | $-76.6M | $-67.1M |
| 毛利率 | — | — |
| 营业利润率 | -736.8% | -190.0% |
| 净利率 | -667.6% | -221.3% |
| 营收同比 | -55.3% | 43.0% |
| 净利润同比 | -82.1% | -31.2% |
| 每股收益（稀释后） | $-0.95 | $-1.30 |
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KYMRRGNX
| Q4 25 | — | $30.3M | ||
| Q3 25 | — | $29.7M | ||
| Q2 25 | $11.5M | $21.4M | ||
| Q1 25 | $22.1M | $89.0M | ||
| Q4 24 | $7.4M | $21.2M | ||
| Q3 24 | — | $24.2M | ||
| Q2 24 | $25.6M | $22.3M | ||
| Q1 24 | $10.3M | $15.6M |
净利润KYMRRGNX
| Q4 25 | — | $-67.1M | ||
| Q3 25 | — | $-61.9M | ||
| Q2 25 | $-76.6M | $-70.9M | ||
| Q1 25 | $-65.6M | $6.1M | ||
| Q4 24 | $-70.8M | $-51.2M | ||
| Q3 24 | — | $-59.6M | ||
| Q2 24 | $-42.1M | $-53.0M | ||
| Q1 24 | $-48.6M | $-63.3M |
毛利率KYMRRGNX
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 70.2% | ||
| Q3 24 | — | 48.8% | ||
| Q2 24 | — | 52.5% | ||
| Q1 24 | — | 72.6% |
营业利润率KYMRRGNX
| Q4 25 | — | -190.0% | ||
| Q3 25 | — | -176.3% | ||
| Q2 25 | -736.8% | -296.3% | ||
| Q1 25 | -336.8% | 13.6% | ||
| Q4 24 | -1092.2% | -242.1% | ||
| Q3 24 | — | -256.6% | ||
| Q2 24 | -198.5% | -251.3% | ||
| Q1 24 | -562.2% | -408.8% |
净利率KYMRRGNX
| Q4 25 | — | -221.3% | ||
| Q3 25 | — | -208.3% | ||
| Q2 25 | -667.6% | -331.8% | ||
| Q1 25 | -296.7% | 6.8% | ||
| Q4 24 | -956.9% | -241.3% | ||
| Q3 24 | — | -246.3% | ||
| Q2 24 | -164.0% | -237.7% | ||
| Q1 24 | -472.0% | -405.4% |
每股收益（稀释后）KYMRRGNX
| Q4 25 | — | $-1.30 | ||
| Q3 25 | — | $-1.20 | ||
| Q2 25 | $-0.95 | $-1.38 | ||
| Q1 25 | $-0.82 | $0.12 | ||
| Q4 24 | $-0.89 | $-0.99 | ||
| Q3 24 | — | $-1.17 | ||
| Q2 24 | $-0.58 | $-1.05 | ||
| Q1 24 | $-0.69 | $-1.38 |
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 | $335.8M | $230.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $971.5M | $102.7M |
| 总资产 | $1.1B | $453.0M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资KYMRRGNX
| Q4 25 | — | $230.1M | ||
| Q3 25 | — | $274.2M | ||
| Q2 25 | $335.8M | $323.3M | ||
| Q1 25 | $90.0M | $267.9M | ||
| Q4 24 | $120.3M | $234.7M | ||
| Q3 24 | — | $255.5M | ||
| Q2 24 | $67.6M | $290.4M | ||
| Q1 24 | $93.5M | $338.7M |
股东权益KYMRRGNX
| Q4 25 | — | $102.7M | ||
| Q3 25 | — | $161.5M | ||
| Q2 25 | $971.5M | $213.7M | ||
| Q1 25 | $786.2M | $274.2M | ||
| Q4 24 | $835.6M | $259.7M | ||
| Q3 24 | — | $301.4M | ||
| Q2 24 | $684.9M | $348.3M | ||
| Q1 24 | $711.2M | $390.7M |
总资产KYMRRGNX
| Q4 25 | — | $453.0M | ||
| Q3 25 | — | $525.2M | ||
| Q2 25 | $1.1B | $581.0M | ||
| Q1 25 | $918.3M | $490.9M | ||
| Q4 24 | $978.0M | $466.0M | ||
| Q3 24 | — | $519.1M | ||
| Q2 24 | $826.0M | $569.4M | ||
| Q1 24 | $868.3M | $629.2M |
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 | $-59.9M | $-52.3M |
| 自由现金流经营现金流 - 资本支出 | $-60.6M | $-52.8M |
| 自由现金流率自由现金流/营收 | -527.9% | -174.0% |
| 资本支出强度资本支出/营收 | 6.1% | 1.7% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $-250.5M | $-126.4M |
8季度趋势，按日历期对齐
经营现金流KYMRRGNX
| Q4 25 | — | $-52.3M | ||
| Q3 25 | — | $-56.0M | ||
| Q2 25 | $-59.9M | $-49.3M | ||
| Q1 25 | $-79.2M | $33.6M | ||
| Q4 24 | $-61.8M | $-31.6M | ||
| Q3 24 | — | $-40.5M | ||
| Q2 24 | $-42.9M | $-45.5M | ||
| Q1 24 | $-39.6M | $-55.5M |
自由现金流KYMRRGNX
| Q4 25 | — | $-52.8M | ||
| Q3 25 | — | $-56.5M | ||
| Q2 25 | $-60.6M | $-49.7M | ||
| Q1 25 | $-79.6M | $32.6M | ||
| Q4 24 | $-62.7M | $-32.7M | ||
| Q3 24 | — | $-40.9M | ||
| Q2 24 | $-47.6M | $-46.0M | ||
| Q1 24 | $-47.0M | $-56.0M |
自由现金流率KYMRRGNX
| Q4 25 | — | -174.0% | ||
| Q3 25 | — | -189.9% | ||
| Q2 25 | -527.9% | -232.8% | ||
| Q1 25 | -360.3% | 36.6% | ||
| Q4 24 | -848.3% | -154.2% | ||
| Q3 24 | — | -168.9% | ||
| Q2 24 | -185.7% | -206.2% | ||
| Q1 24 | -456.8% | -358.5% |
资本支出强度KYMRRGNX
| Q4 25 | — | 1.7% | ||
| Q3 25 | — | 1.7% | ||
| Q2 25 | 6.1% | 1.8% | ||
| Q1 25 | 2.1% | 1.2% | ||
| Q4 24 | 12.7% | 5.1% | ||
| Q3 24 | — | 1.3% | ||
| Q2 24 | 18.3% | 2.1% | ||
| Q1 24 | 72.0% | 3.6% |
现金转化率KYMRRGNX
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 5.53× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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
KYMR
暂无分部数据
RGNX
| Novartis Gene Therapies | $24.2M | 80% |
| Nippon Shinyaku Collaboration And License Agreement | $4.3M | 14% |
| Nippon Shinyaku Services | $1.4M | 5% |
