vs
LandBridge Co LLC（LB）与REGENXBIO Inc.（RGNX）财务数据对比。点击上方公司名可切换其他公司
LandBridge Co LLC的季度营收约是REGENXBIO Inc.的1.9倍（$56.8M vs $30.3M），LandBridge Co LLC净利率更高（14.2% vs -221.3%，领先235.5%），LandBridge Co LLC同比增速更快（55.6% vs 43.0%），LandBridge Co LLC自由现金流更多（$122.0M vs $-52.8M），过去两年LandBridge Co LLC的营收复合增速更高（72.8% vs 39.4%）
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。
LB vs RGNX — 直观对比
营收规模更大
LB
是对方的1.9倍
$30.3M
营收增速更快
LB
高出12.6%
43.0%
净利率更高
LB
高出235.5%
-221.3%
自由现金流更多
LB
多$174.8M
$-52.8M
两年增速更快
LB
近两年复合增速
39.4%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $56.8M | $30.3M |
| 净利润 | $8.1M | $-67.1M |
| 毛利率 | — | — |
| 营业利润率 | 60.0% | -190.0% |
| 净利率 | 14.2% | -221.3% |
| 营收同比 | 55.6% | 43.0% |
| 净利润同比 | -83.7% | -31.2% |
| 每股收益（稀释后） | $0.24 | $-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LBRGNX
| Q4 25 | $56.8M | $30.3M | ||
| Q3 25 | $50.8M | $29.7M | ||
| Q2 25 | $47.5M | $21.4M | ||
| Q1 25 | $44.0M | $89.0M | ||
| Q4 24 | $36.5M | $21.2M | ||
| Q3 24 | $28.5M | $24.2M | ||
| Q2 24 | $26.0M | $22.3M | ||
| Q1 24 | $19.0M | $15.6M |
净利润LBRGNX
| Q4 25 | $8.1M | $-67.1M | ||
| Q3 25 | $8.1M | $-61.9M | ||
| Q2 25 | $7.5M | $-70.9M | ||
| Q1 25 | $6.5M | $6.1M | ||
| Q4 24 | $49.3M | $-51.2M | ||
| Q3 24 | $2.7M | $-59.6M | ||
| Q2 24 | $-57.7M | $-53.0M | ||
| Q1 24 | $10.8M | $-63.3M |
毛利率LBRGNX
| 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LBRGNX
| Q4 25 | 60.0% | -190.0% | ||
| Q3 25 | 60.8% | -176.3% | ||
| Q2 25 | 60.0% | -296.3% | ||
| Q1 25 | 57.0% | 13.6% | ||
| Q4 24 | 49.4% | -242.1% | ||
| Q3 24 | 11.2% | -256.6% | ||
| Q2 24 | -197.4% | -251.3% | ||
| Q1 24 | 71.1% | -408.8% |
净利率LBRGNX
| Q4 25 | 14.2% | -221.3% | ||
| Q3 25 | 15.9% | -208.3% | ||
| Q2 25 | 15.8% | -331.8% | ||
| Q1 25 | 14.7% | 6.8% | ||
| Q4 24 | 135.2% | -241.3% | ||
| Q3 24 | 9.3% | -246.3% | ||
| Q2 24 | -222.1% | -237.7% | ||
| Q1 24 | 56.7% | -405.4% |
每股收益（稀释后）LBRGNX
| Q4 25 | $0.24 | $-1.30 | ||
| Q3 25 | $0.26 | $-1.20 | ||
| Q2 25 | $0.24 | $-1.38 | ||
| Q1 25 | $0.20 | $0.12 | ||
| Q4 24 | — | $-0.99 | ||
| Q3 24 | $-0.04 | $-1.17 | ||
| Q2 24 | — | $-1.05 | ||
| Q1 24 | — | $-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 | $30.7M | $230.1M |
| 总债务越低越好 | $570.7M | — |
| 股东权益账面价值 | $340.3M | $102.7M |
| 总资产 | $1.4B | $453.0M |
| 负债/权益比越低杠杆越低 | 1.68× | — |
8季度趋势，按日历期对齐
现金及短期投资LBRGNX
| Q4 25 | $30.7M | $230.1M | ||
| Q3 25 | $28.3M | $274.2M | ||
| Q2 25 | $20.3M | $323.3M | ||
| Q1 25 | $14.9M | $267.9M | ||
| Q4 24 | $37.0M | $234.7M | ||
| Q3 24 | $14.4M | $255.5M | ||
| Q2 24 | $24.6M | $290.4M | ||
| Q1 24 | — | $338.7M |
总债务LBRGNX
| Q4 25 | $570.7M | — | ||
| Q3 25 | $366.1M | — | ||
| Q2 25 | $370.9M | — | ||
| Q1 25 | $375.5M | — | ||
| Q4 24 | $385.5M | — | ||
| Q3 24 | $242.4M | — | ||
| Q2 24 | $360.8M | — | ||
| Q1 24 | — | — |
股东权益LBRGNX
| Q4 25 | $340.3M | $102.7M | ||
| Q3 25 | $272.0M | $161.5M | ||
| Q2 25 | $266.4M | $213.7M | ||
| Q1 25 | $217.0M | $274.2M | ||
| Q4 24 | $211.8M | $259.7M | ||
| Q3 24 | $97.2M | $301.4M | ||
| Q2 24 | $296.4M | $348.3M | ||
| Q1 24 | $162.3M | $390.7M |
总资产LBRGNX
| Q4 25 | $1.4B | $453.0M | ||
| Q3 25 | $1.1B | $525.2M | ||
| Q2 25 | $1.1B | $581.0M | ||
| Q1 25 | $1.0B | $490.9M | ||
| Q4 24 | $1.0B | $466.0M | ||
| Q3 24 | $689.9M | $519.1M | ||
| Q2 24 | $710.5M | $569.4M | ||
| Q1 24 | — | $629.2M |
负债/权益比LBRGNX
| Q4 25 | 1.68× | — | ||
| Q3 25 | 1.35× | — | ||
| Q2 25 | 1.39× | — | ||
| Q1 25 | 1.73× | — | ||
| Q4 24 | 1.82× | — | ||
| Q3 24 | 2.49× | — | ||
| Q2 24 | 1.22× | — | ||
| 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 | $126.3M | $-52.3M |
| 自由现金流经营现金流 - 资本支出 | $122.0M | $-52.8M |
| 自由现金流率自由现金流/营收 | 214.9% | -174.0% |
| 资本支出强度资本支出/营收 | 7.5% | 1.7% |
| 现金转化率经营现金流/净利润 | 15.68× | — |
| 过去12个月自由现金流最近4个季度 | $207.7M | $-126.4M |
8季度趋势，按日历期对齐
经营现金流LBRGNX
| Q4 25 | $126.3M | $-52.3M | ||
| Q3 25 | $34.9M | $-56.0M | ||
| Q2 25 | $37.3M | $-49.3M | ||
| Q1 25 | $15.9M | $33.6M | ||
| Q4 24 | $67.6M | $-31.6M | ||
| Q3 24 | $7.5M | $-40.5M | ||
| Q2 24 | $16.0M | $-45.5M | ||
| Q1 24 | $17.2M | $-55.5M |
自由现金流LBRGNX
| Q4 25 | $122.0M | $-52.8M | ||
| Q3 25 | $33.7M | $-56.5M | ||
| Q2 25 | $36.1M | $-49.7M | ||
| Q1 25 | $15.8M | $32.6M | ||
| Q4 24 | $66.7M | $-32.7M | ||
| Q3 24 | $7.1M | $-40.9M | ||
| Q2 24 | $15.7M | $-46.0M | ||
| Q1 24 | $17.1M | $-56.0M |
自由现金流率LBRGNX
| Q4 25 | 214.9% | -174.0% | ||
| Q3 25 | 66.3% | -189.9% | ||
| Q2 25 | 75.9% | -232.8% | ||
| Q1 25 | 36.0% | 36.6% | ||
| Q4 24 | 182.6% | -154.2% | ||
| Q3 24 | 25.1% | -168.9% | ||
| Q2 24 | 60.4% | -206.2% | ||
| Q1 24 | 90.1% | -358.5% |
资本支出强度LBRGNX
| Q4 25 | 7.5% | 1.7% | ||
| Q3 25 | 2.3% | 1.7% | ||
| Q2 25 | 2.6% | 1.8% | ||
| Q1 25 | 0.2% | 1.2% | ||
| Q4 24 | 2.7% | 5.1% | ||
| Q3 24 | 1.1% | 1.3% | ||
| Q2 24 | 1.4% | 2.1% | ||
| Q1 24 | 0.5% | 3.6% |
现金转化率LBRGNX
| Q4 25 | 15.68× | — | ||
| Q3 25 | 4.31× | — | ||
| Q2 25 | 4.98× | — | ||
| Q1 25 | 2.46× | 5.53× | ||
| Q4 24 | 1.37× | — | ||
| Q3 24 | 2.80× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 1.60× | — |
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
LB
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% |
