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传奇生物（LEGN）与UiPath, Inc.（PATH）财务数据对比。点击上方公司名可切换其他公司
UiPath, Inc.的季度营收约是传奇生物的1.5倍（$411.1M vs $272.3M），UiPath, Inc.净利率更高（48.4% vs -14.6%，领先62.9%），传奇生物同比增速更快（70.0% vs 15.9%），过去两年传奇生物的营收复合增速更高（92.7% vs 0.7%）
传奇生物是金斯瑞生物科技旗下专注于生物科技领域的企业，金斯瑞2002年由章方良、王烨、王鲁泉等人于新泽西共同创立，总部位于中国，主要提供生命科学研究相关的仪器与服务，2015年在港交所上市，现任轮值首席执行官为邵炜慧。
UiPath是一家全球化软件企业，专注于开发人工智能、智能自动化及流程编排类软件，其产品支持用户搭建与调度AI代理，实现复杂业务流程、工作流的自动化运行，助力各行业客户提升运营效率、降低人力成本。
LEGN vs PATH — 直观对比
营收规模更大
PATH
是对方的1.5倍
$272.3M
营收增速更快
LEGN
高出54.1%
15.9%
净利率更高
PATH
高出62.9%
-14.6%
两年增速更快
LEGN
近两年复合增速
0.7%
损益表 — Q3 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $272.3M | $411.1M |
| 净利润 | $-39.7M | $198.8M |
| 毛利率 | 58.4% | 83.3% |
| 营业利润率 | -16.0% | 3.2% |
| 净利率 | -14.6% | 48.4% |
| 营收同比 | 70.0% | 15.9% |
| 净利润同比 | 68.3% | 1966.2% |
| 每股收益（稀释后） | $-0.11 | $0.37 |
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LEGNPATH
| Q4 25 | — | $411.1M | ||
| Q3 25 | $272.3M | $361.7M | ||
| Q2 25 | $255.1M | $356.6M | ||
| Q1 25 | $195.1M | $423.6M | ||
| Q4 24 | — | $354.7M | ||
| Q3 24 | $160.2M | $316.3M | ||
| Q2 24 | $186.5M | $335.1M | ||
| Q1 24 | $94.0M | $405.3M |
净利润LEGNPATH
| Q4 25 | — | $198.8M | ||
| Q3 25 | $-39.7M | $1.6M | ||
| Q2 25 | $-125.4M | $-22.6M | ||
| Q1 25 | $-100.9M | $51.8M | ||
| Q4 24 | — | $-10.7M | ||
| Q3 24 | $-125.3M | $-86.1M | ||
| Q2 24 | $-18.2M | $-28.7M | ||
| Q1 24 | $-59.8M | $33.9M |
毛利率LEGNPATH
| Q4 25 | — | 83.3% | ||
| Q3 25 | 58.4% | 82.2% | ||
| Q2 25 | 62.8% | 82.1% | ||
| Q1 25 | 64.4% | 84.8% | ||
| Q4 24 | — | 82.0% | ||
| Q3 24 | 67.2% | 80.0% | ||
| Q2 24 | 75.7% | 83.5% | ||
| Q1 24 | 47.8% | 86.8% |
营业利润率LEGNPATH
| Q4 25 | — | 3.2% | ||
| Q3 25 | -16.0% | -5.6% | ||
| Q2 25 | — | -4.6% | ||
| Q1 25 | — | 7.9% | ||
| Q4 24 | — | -12.2% | ||
| Q3 24 | -43.9% | -32.7% | ||
| Q2 24 | — | -14.8% | ||
| Q1 24 | — | 3.7% |
净利率LEGNPATH
| Q4 25 | — | 48.4% | ||
| Q3 25 | -14.6% | 0.4% | ||
| Q2 25 | -49.2% | -6.3% | ||
| Q1 25 | -51.7% | 12.2% | ||
| Q4 24 | — | -3.0% | ||
| Q3 24 | -78.2% | -27.2% | ||
| Q2 24 | -9.8% | -8.6% | ||
| Q1 24 | -63.6% | 8.4% |
每股收益（稀释后）LEGNPATH
| Q4 25 | — | $0.37 | ||
| Q3 25 | $-0.11 | $0.00 | ||
| Q2 25 | $-0.34 | $-0.04 | ||
| Q1 25 | $-0.27 | $0.09 | ||
| Q4 24 | — | $-0.02 | ||
| Q3 24 | $-0.34 | $-0.15 | ||
| Q2 24 | $-0.05 | $-0.05 | ||
| Q1 24 | $-0.16 | $0.07 |
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 | $278.9M | $1.4B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $1.9B |
| 总资产 | $1.7B | $2.9B |
| 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LEGNPATH
| Q4 25 | — | $1.4B | ||
| Q3 25 | $278.9M | $1.4B | ||
| Q2 25 | $266.6M | $1.6B | ||
| Q1 25 | $441.7M | $1.6B | ||
| Q4 24 | — | $1.6B | ||
| Q3 24 | $459.3M | $1.7B | ||
| Q2 24 | $201.3M | $1.9B | ||
| Q1 24 | $897.6M | $1.9B |
股东权益LEGNPATH
| Q4 25 | — | $1.9B | ||
| Q3 25 | $1.0B | $1.7B | ||
| Q2 25 | $1.0B | $1.7B | ||
| Q1 25 | $1.0B | $1.8B | ||
| Q4 24 | — | $1.7B | ||
| Q3 24 | $1.1B | $1.8B | ||
| Q2 24 | $1.2B | $2.0B | ||
| Q1 24 | $1.2B | $2.0B |
总资产LEGNPATH
| Q4 25 | — | $2.9B | ||
| Q3 25 | $1.7B | $2.6B | ||
| Q2 25 | $1.7B | $2.6B | ||
| Q1 25 | $1.6B | $2.9B | ||
| Q4 24 | — | $2.7B | ||
| Q3 24 | $1.7B | $2.7B | ||
| Q2 24 | $1.8B | $2.8B | ||
| Q1 24 | $1.8B | $3.0B |
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 | $28.8M | $28.3M |
| 自由现金流经营现金流 - 资本支出 | — | $25.1M |
| 自由现金流率自由现金流/营收 | — | 6.1% |
| 资本支出强度资本支出/营收 | — | 0.8% |
| 现金转化率经营现金流/净利润 | — | 0.14× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流LEGNPATH
| Q4 25 | — | $28.3M | ||
| Q3 25 | $28.8M | $41.6M | ||
| Q2 25 | $-13.0M | $119.0M | ||
| Q1 25 | $-103.8M | $146.1M | ||
| Q4 24 | — | $28.1M | ||
| Q3 24 | $-75.8M | $46.4M | ||
| Q2 24 | $-1.7M | $100.0M | ||
| Q1 24 | $15.5M | $145.6M |
自由现金流LEGNPATH
| Q4 25 | — | $25.1M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $106.2M | ||
| Q1 25 | — | $138.7M | ||
| Q4 24 | — | $23.2M | ||
| Q3 24 | — | $45.0M | ||
| Q2 24 | — | $98.8M | ||
| Q1 24 | — | $141.8M |
自由现金流率LEGNPATH
| Q4 25 | — | 6.1% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 29.8% | ||
| Q1 25 | — | 32.7% | ||
| Q4 24 | — | 6.5% | ||
| Q3 24 | — | 14.2% | ||
| Q2 24 | — | 29.5% | ||
| Q1 24 | — | 35.0% |
资本支出强度LEGNPATH
| Q4 25 | — | 0.8% | ||
| Q3 25 | — | 0.0% | ||
| Q2 25 | — | 3.6% | ||
| Q1 25 | — | 1.7% | ||
| Q4 24 | — | 1.4% | ||
| Q3 24 | — | 0.4% | ||
| Q2 24 | — | 0.4% | ||
| Q1 24 | — | 0.9% |
现金转化率LEGNPATH
| Q4 25 | — | 0.14× | ||
| Q3 25 | — | 26.25× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 2.82× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 4.29× |
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
LEGN
| Goods Or Services Transferred At Point In Time | $261.8M | 96% |
| Goods Or Services Transferred Over Time | $10.5M | 4% |
PATH
| Subscription Services | $247.6M | 60% |
| License | $150.0M | 36% |
| Professional Services And Other | $13.5M | 3% |
