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Legacy Housing Corp（LEGH）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Legacy Housing Corp的1.2倍（$30.3M vs $25.5M），Legacy Housing Corp净利率更高（32.2% vs -221.3%，领先253.5%），REGENXBIO Inc.同比增速更快（43.0% vs -30.6%），Legacy Housing Corp自由现金流更多（$15.7M vs $-52.8M），过去两年REGENXBIO Inc.的营收复合增速更高（39.4% vs -9.1%）
Legacy Housing Corp是美国知名的经济型预制住宅、微型住宅及配套居住单元制造商，主要面向北美中低收入消费群体，提供可定制住房解决方案、配套建材及相关售后服务，服务个人及社区开发类客户。
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。
LEGH vs RGNX — 直观对比
营收规模更大
RGNX
是对方的1.2倍
$25.5M
营收增速更快
RGNX
高出73.6%
-30.6%
净利率更高
LEGH
高出253.5%
-221.3%
自由现金流更多
LEGH
多$68.5M
$-52.8M
两年增速更快
RGNX
近两年复合增速
-9.1%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $25.5M | $30.3M |
| 净利润 | $8.2M | $-67.1M |
| 毛利率 | 26.4% | — |
| 营业利润率 | 40.4% | -190.0% |
| 净利率 | 32.2% | -221.3% |
| 营收同比 | -30.6% | 43.0% |
| 净利润同比 | -43.5% | -31.2% |
| 每股收益（稀释后） | $0.38 | $-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LEGHRGNX
| Q4 25 | $25.5M | $30.3M | ||
| Q3 25 | $28.8M | $29.7M | ||
| Q2 25 | $38.4M | $21.4M | ||
| Q1 25 | $24.3M | $89.0M | ||
| Q4 24 | $36.7M | $21.2M | ||
| Q3 24 | $30.2M | $24.2M | ||
| Q2 24 | $31.7M | $22.3M | ||
| Q1 24 | $30.8M | $15.6M |
净利润LEGHRGNX
| Q4 25 | $8.2M | $-67.1M | ||
| Q3 25 | $8.6M | $-61.9M | ||
| Q2 25 | $14.7M | $-70.9M | ||
| Q1 25 | $10.3M | $6.1M | ||
| Q4 24 | $14.5M | $-51.2M | ||
| Q3 24 | $15.8M | $-59.6M | ||
| Q2 24 | $16.2M | $-53.0M | ||
| Q1 24 | $15.1M | $-63.3M |
毛利率LEGHRGNX
| Q4 25 | 26.4% | — | ||
| Q3 25 | 20.2% | — | ||
| Q2 25 | 32.4% | — | ||
| Q1 25 | 29.2% | — | ||
| Q4 24 | 27.3% | 70.2% | ||
| Q3 24 | 29.2% | 48.8% | ||
| Q2 24 | 31.9% | 52.5% | ||
| Q1 24 | 33.6% | 72.6% |
营业利润率LEGHRGNX
| Q4 25 | 40.4% | -190.0% | ||
| Q3 25 | 33.7% | -176.3% | ||
| Q2 25 | 43.8% | -296.3% | ||
| Q1 25 | 47.7% | 13.6% | ||
| Q4 24 | 42.3% | -242.1% | ||
| Q3 24 | 50.8% | -256.6% | ||
| Q2 24 | 50.6% | -251.3% | ||
| Q1 24 | 54.3% | -408.8% |
净利率LEGHRGNX
| Q4 25 | 32.2% | -221.3% | ||
| Q3 25 | 30.0% | -208.3% | ||
| Q2 25 | 38.3% | -331.8% | ||
| Q1 25 | 42.3% | 6.8% | ||
| Q4 24 | 39.5% | -241.3% | ||
| Q3 24 | 52.4% | -246.3% | ||
| Q2 24 | 51.1% | -237.7% | ||
| Q1 24 | 49.1% | -405.4% |
每股收益（稀释后）LEGHRGNX
| Q4 25 | $0.38 | $-1.30 | ||
| Q3 25 | $0.35 | $-1.20 | ||
| Q2 25 | $0.60 | $-1.38 | ||
| Q1 25 | $0.41 | $0.12 | ||
| Q4 24 | $0.59 | $-0.99 | ||
| Q3 24 | $0.64 | $-1.17 | ||
| Q2 24 | $0.65 | $-1.05 | ||
| Q1 24 | $0.60 | $-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 | $8.5M | $230.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $528.6M | $102.7M |
| 总资产 | $580.3M | $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LEGHRGNX
| Q4 25 | $8.5M | $230.1M | ||
| Q3 25 | $13.6M | $274.2M | ||
| Q2 25 | $2.6M | $323.3M | ||
| Q1 25 | $3.4M | $267.9M | ||
| Q4 24 | $1.1M | $234.7M | ||
| Q3 24 | $570.0K | $255.5M | ||
| Q2 24 | $60.0K | $290.4M | ||
| Q1 24 | $621.0K | $338.7M |
股东权益LEGHRGNX
| Q4 25 | $528.6M | $102.7M | ||
| Q3 25 | $521.6M | $161.5M | ||
| Q2 25 | $512.8M | $213.7M | ||
| Q1 25 | $503.7M | $274.2M | ||
| Q4 24 | $494.0M | $259.7M | ||
| Q3 24 | $479.3M | $301.4M | ||
| Q2 24 | $463.2M | $348.3M | ||
| Q1 24 | $450.4M | $390.7M |
总资产LEGHRGNX
| Q4 25 | $580.3M | $453.0M | ||
| Q3 25 | $557.9M | $525.2M | ||
| Q2 25 | $552.0M | $581.0M | ||
| Q1 25 | $544.6M | $490.9M | ||
| Q4 24 | $534.2M | $466.0M | ||
| Q3 24 | $521.4M | $519.1M | ||
| Q2 24 | $514.9M | $569.4M | ||
| Q1 24 | $510.0M | $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 | $19.0M | $-52.3M |
| 自由现金流经营现金流 - 资本支出 | $15.7M | $-52.8M |
| 自由现金流率自由现金流/营收 | 61.6% | -174.0% |
| 资本支出强度资本支出/营收 | 13.1% | 1.7% |
| 现金转化率经营现金流/净利润 | 2.32× | — |
| 过去12个月自由现金流最近4个季度 | $28.2M | $-126.4M |
8季度趋势，按日历期对齐
经营现金流LEGHRGNX
| Q4 25 | $19.0M | $-52.3M | ||
| Q3 25 | $7.2M | $-56.0M | ||
| Q2 25 | $6.1M | $-49.3M | ||
| Q1 25 | $4.9M | $33.6M | ||
| Q4 24 | $7.9M | $-31.6M | ||
| Q3 24 | $13.8M | $-40.5M | ||
| Q2 24 | $3.5M | $-45.5M | ||
| Q1 24 | $10.8M | $-55.5M |
自由现金流LEGHRGNX
| Q4 25 | $15.7M | $-52.8M | ||
| Q3 25 | $5.1M | $-56.5M | ||
| Q2 25 | $3.7M | $-49.7M | ||
| Q1 25 | $3.6M | $32.6M | ||
| Q4 24 | $6.0M | $-32.7M | ||
| Q3 24 | $9.1M | $-40.9M | ||
| Q2 24 | $1.7M | $-46.0M | ||
| Q1 24 | $9.9M | $-56.0M |
自由现金流率LEGHRGNX
| Q4 25 | 61.6% | -174.0% | ||
| Q3 25 | 17.8% | -189.9% | ||
| Q2 25 | 9.6% | -232.8% | ||
| Q1 25 | 15.0% | 36.6% | ||
| Q4 24 | 16.4% | -154.2% | ||
| Q3 24 | 30.2% | -168.9% | ||
| Q2 24 | 5.4% | -206.2% | ||
| Q1 24 | 32.2% | -358.5% |
资本支出强度LEGHRGNX
| Q4 25 | 13.1% | 1.7% | ||
| Q3 25 | 7.1% | 1.7% | ||
| Q2 25 | 6.2% | 1.8% | ||
| Q1 25 | 5.2% | 1.2% | ||
| Q4 24 | 5.1% | 5.1% | ||
| Q3 24 | 15.6% | 1.3% | ||
| Q2 24 | 5.5% | 2.1% | ||
| Q1 24 | 2.8% | 3.6% |
现金转化率LEGHRGNX
| Q4 25 | 2.32× | — | ||
| Q3 25 | 0.83× | — | ||
| Q2 25 | 0.41× | — | ||
| Q1 25 | 0.48× | 5.53× | ||
| Q4 24 | 0.54× | — | ||
| Q3 24 | 0.88× | — | ||
| Q2 24 | 0.21× | — | ||
| Q1 24 | 0.71× | — |
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
LEGH
| Commercial Sales | $8.6M | 34% |
| Retail Store Sales | $6.0M | 24% |
| Inventory Finance Sales | $5.0M | 20% |
| Direct Sales | $4.4M | 17% |
| Other | $1.5M | 6% |
RGNX
| Novartis Gene Therapies | $24.2M | 80% |
| Nippon Shinyaku Collaboration And License Agreement | $4.3M | 14% |
| Nippon Shinyaku Services | $1.4M | 5% |
