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Logistic Properties of the Americas（LPA）与REGENXBIO Inc.（RGNX）财务数据对比。点击上方公司名可切换其他公司
Logistic Properties of the Americas的季度营收约是REGENXBIO Inc.的1.7倍（$50.1M vs $30.3M），Logistic Properties of the Americas净利率更高（32.1% vs -221.3%，领先253.5%），Logistic Properties of the Americas自由现金流更多（$21.4M vs $-52.8M）
Logistic Properties of the Americas（简称LPA）是一家专业工业房地产企业，业务覆盖北美、中美及南美地区，主营工业物流地产的收购、开发与运营，资产包含配送中心、仓库及最后一公里配送设施，服务多领域商业客户。
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。
LPA vs RGNX — 直观对比
营收规模更大
LPA
是对方的1.7倍
$30.3M
净利率更高
LPA
高出253.5%
-221.3%
自由现金流更多
LPA
多$74.2M
$-52.8M
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $50.1M | $30.3M |
| 净利润 | $16.1M | $-67.1M |
| 毛利率 | — | — |
| 营业利润率 | 81.7% | -190.0% |
| 净利率 | 32.1% | -221.3% |
| 营收同比 | — | 43.0% |
| 净利润同比 | — | -31.2% |
| 每股收益（稀释后） | $0.33 | $-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LPARGNX
| Q4 25 | $50.1M | $30.3M | ||
| Q3 25 | $32.7M | $29.7M | ||
| Q2 25 | $21.5M | $21.4M | ||
| Q1 25 | $10.5M | $89.0M | ||
| Q4 24 | — | $21.2M | ||
| Q3 24 | $19.2M | $24.2M | ||
| Q2 24 | — | $22.3M | ||
| Q1 24 | $9.2M | $15.6M |
净利润LPARGNX
| Q4 25 | $16.1M | $-67.1M | ||
| Q3 25 | — | $-61.9M | ||
| Q2 25 | — | $-70.9M | ||
| Q1 25 | — | $6.1M | ||
| Q4 24 | — | $-51.2M | ||
| Q3 24 | — | $-59.6M | ||
| Q2 24 | — | $-53.0M | ||
| Q1 24 | — | $-63.3M |
毛利率LPARGNX
| 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LPARGNX
| Q4 25 | 81.7% | -190.0% | ||
| Q3 25 | — | -176.3% | ||
| Q2 25 | — | -296.3% | ||
| Q1 25 | — | 13.6% | ||
| Q4 24 | — | -242.1% | ||
| Q3 24 | — | -256.6% | ||
| Q2 24 | — | -251.3% | ||
| Q1 24 | — | -408.8% |
净利率LPARGNX
| Q4 25 | 32.1% | -221.3% | ||
| Q3 25 | — | -208.3% | ||
| Q2 25 | — | -331.8% | ||
| Q1 25 | — | 6.8% | ||
| Q4 24 | — | -241.3% | ||
| Q3 24 | — | -246.3% | ||
| Q2 24 | — | -237.7% | ||
| Q1 24 | — | -405.4% |
每股收益（稀释后）LPARGNX
| Q4 25 | $0.33 | $-1.30 | ||
| Q3 25 | $0.09 | $-1.20 | ||
| Q2 25 | $-0.06 | $-1.38 | ||
| Q1 25 | — | $0.12 | ||
| Q4 24 | — | $-0.99 | ||
| Q3 24 | $-1.26 | $-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 | $27.3M | $230.1M |
| 总债务越低越好 | $296.8M | — |
| 股东权益账面价值 | $324.6M | $102.7M |
| 总资产 | $700.8M | $453.0M |
| 负债/权益比越低杠杆越低 | 0.91× | — |
8季度趋势，按日历期对齐
现金及短期投资LPARGNX
| Q4 25 | $27.3M | $230.1M | ||
| Q3 25 | — | $274.2M | ||
| Q2 25 | — | $323.3M | ||
| Q1 25 | — | $267.9M | ||
| Q4 24 | — | $234.7M | ||
| Q3 24 | — | $255.5M | ||
| Q2 24 | — | $290.4M | ||
| Q1 24 | $1.1M | $338.7M |
总债务LPARGNX
| Q4 25 | $296.8M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益LPARGNX
| Q4 25 | $324.6M | $102.7M | ||
| Q3 25 | — | $161.5M | ||
| Q2 25 | — | $213.7M | ||
| Q1 25 | — | $274.2M | ||
| Q4 24 | — | $259.7M | ||
| Q3 24 | — | $301.4M | ||
| Q2 24 | — | $348.3M | ||
| Q1 24 | — | $390.7M |
总资产LPARGNX
| Q4 25 | $700.8M | $453.0M | ||
| Q3 25 | — | $525.2M | ||
| Q2 25 | — | $581.0M | ||
| Q1 25 | — | $490.9M | ||
| Q4 24 | — | $466.0M | ||
| Q3 24 | — | $519.1M | ||
| Q2 24 | — | $569.4M | ||
| Q1 24 | — | $629.2M |
负债/权益比LPARGNX
| Q4 25 | 0.91× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| 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 | $21.6M | $-52.3M |
| 自由现金流经营现金流 - 资本支出 | $21.4M | $-52.8M |
| 自由现金流率自由现金流/营收 | 42.7% | -174.0% |
| 资本支出强度资本支出/营收 | 0.3% | 1.7% |
| 现金转化率经营现金流/净利润 | 1.34× | — |
| 过去12个月自由现金流最近4个季度 | $12.0M | $-126.4M |
8季度趋势，按日历期对齐
经营现金流LPARGNX
| Q4 25 | $21.6M | $-52.3M | ||
| Q3 25 | $14.4M | $-56.0M | ||
| Q2 25 | $7.2M | $-49.3M | ||
| Q1 25 | $4.4M | $33.6M | ||
| Q4 24 | — | $-31.6M | ||
| Q3 24 | $8.3M | $-40.5M | ||
| Q2 24 | — | $-45.5M | ||
| Q1 24 | $4.8M | $-55.5M |
自由现金流LPARGNX
| Q4 25 | $21.4M | $-52.8M | ||
| Q3 25 | $-7.3M | $-56.5M | ||
| Q2 25 | $-3.1M | $-49.7M | ||
| Q1 25 | $966.4K | $32.6M | ||
| Q4 24 | — | $-32.7M | ||
| Q3 24 | $-2.4M | $-40.9M | ||
| Q2 24 | — | $-46.0M | ||
| Q1 24 | $218.9K | $-56.0M |
自由现金流率LPARGNX
| Q4 25 | 42.7% | -174.0% | ||
| Q3 25 | -22.2% | -189.9% | ||
| Q2 25 | -14.4% | -232.8% | ||
| Q1 25 | 9.2% | 36.6% | ||
| Q4 24 | — | -154.2% | ||
| Q3 24 | -12.3% | -168.9% | ||
| Q2 24 | — | -206.2% | ||
| Q1 24 | 2.4% | -358.5% |
资本支出强度LPARGNX
| Q4 25 | 0.3% | 1.7% | ||
| Q3 25 | 66.1% | 1.7% | ||
| Q2 25 | 47.9% | 1.8% | ||
| Q1 25 | 32.5% | 1.2% | ||
| Q4 24 | — | 5.1% | ||
| Q3 24 | 55.5% | 1.3% | ||
| Q2 24 | — | 2.1% | ||
| Q1 24 | 50.0% | 3.6% |
现金转化率LPARGNX
| Q4 25 | 1.34× | — | ||
| 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
LPA
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% |
