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LIGHTPATH TECHNOLOGIES INC（LPTH）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LIGHTPATH TECHNOLOGIES INC的1.9倍（$30.3M vs $16.4M），LIGHTPATH TECHNOLOGIES INC净利率更高（-57.5% vs -221.3%，领先163.8%），LIGHTPATH TECHNOLOGIES INC同比增速更快（120.2% vs 43.0%），LIGHTPATH TECHNOLOGIES INC自由现金流更多（$2.0M vs $-52.8M），过去两年LIGHTPATH TECHNOLOGIES INC的营收复合增速更高（45.7% vs 39.4%）
LightPath Technologies Inc是一家精密光学组件及组件生产商，主营非球面透镜、红外光学器件、光纤产品等，服务工业自动化、航空航天、国防、医疗成像、电信等领域的全球客户，提供标准及定制化光学解决方案。
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。
LPTH vs RGNX — 直观对比
营收规模更大
RGNX
是对方的1.9倍
$16.4M
营收增速更快
LPTH
高出77.2%
43.0%
净利率更高
LPTH
高出163.8%
-221.3%
自由现金流更多
LPTH
多$54.8M
$-52.8M
两年增速更快
LPTH
近两年复合增速
39.4%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $16.4M | $30.3M |
| 净利润 | $-9.4M | $-67.1M |
| 毛利率 | 36.8% | — |
| 营业利润率 | -52.6% | -190.0% |
| 净利率 | -57.5% | -221.3% |
| 营收同比 | 120.2% | 43.0% |
| 净利润同比 | -260.1% | -31.2% |
| 每股收益（稀释后） | $-0.20 | $-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LPTHRGNX
| Q4 25 | $16.4M | $30.3M | ||
| Q3 25 | $15.1M | $29.7M | ||
| Q2 25 | $12.2M | $21.4M | ||
| Q1 25 | $9.2M | $89.0M | ||
| Q4 24 | $7.4M | $21.2M | ||
| Q3 24 | $8.4M | $24.2M | ||
| Q2 24 | $8.6M | $22.3M | ||
| Q1 24 | $7.7M | $15.6M |
净利润LPTHRGNX
| Q4 25 | $-9.4M | $-67.1M | ||
| Q3 25 | $-2.9M | $-61.9M | ||
| Q2 25 | $-7.1M | $-70.9M | ||
| Q1 25 | $-3.6M | $6.1M | ||
| Q4 24 | $-2.6M | $-51.2M | ||
| Q3 24 | $-1.6M | $-59.6M | ||
| Q2 24 | $-2.4M | $-53.0M | ||
| Q1 24 | $-2.6M | $-63.3M |
毛利率LPTHRGNX
| Q4 25 | 36.8% | — | ||
| Q3 25 | 29.8% | — | ||
| Q2 25 | 22.0% | — | ||
| Q1 25 | 29.1% | — | ||
| Q4 24 | 26.0% | 70.2% | ||
| Q3 24 | 33.9% | 48.8% | ||
| Q2 24 | 29.2% | 52.5% | ||
| Q1 24 | 20.9% | 72.6% |
营业利润率LPTHRGNX
| Q4 25 | -52.6% | -190.0% | ||
| Q3 25 | -16.6% | -176.3% | ||
| Q2 25 | -38.0% | -296.3% | ||
| Q1 25 | -36.3% | 13.6% | ||
| Q4 24 | -33.5% | -242.1% | ||
| Q3 24 | -16.4% | -256.6% | ||
| Q2 24 | -25.6% | -251.3% | ||
| Q1 24 | -33.6% | -408.8% |
净利率LPTHRGNX
| Q4 25 | -57.5% | -221.3% | ||
| Q3 25 | -19.2% | -208.3% | ||
| Q2 25 | -57.8% | -331.8% | ||
| Q1 25 | -39.1% | 6.8% | ||
| Q4 24 | -35.2% | -241.3% | ||
| Q3 24 | -19.3% | -246.3% | ||
| Q2 24 | -27.3% | -237.7% | ||
| Q1 24 | -33.7% | -405.4% |
每股收益（稀释后）LPTHRGNX
| Q4 25 | $-0.20 | $-1.30 | ||
| Q3 25 | $-0.07 | $-1.20 | ||
| Q2 25 | $0.19 | $-1.38 | ||
| Q1 25 | $-0.44 | $0.12 | ||
| Q4 24 | $-0.07 | $-0.99 | ||
| Q3 24 | $-0.04 | $-1.17 | ||
| Q2 24 | $-0.15 | $-1.05 | ||
| Q1 24 | $-0.07 | $-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 | $73.6M | $230.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $77.9M | $102.7M |
| 总资产 | $148.6M | $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LPTHRGNX
| Q4 25 | $73.6M | $230.1M | ||
| Q3 25 | — | $274.2M | ||
| Q2 25 | $4.9M | $323.3M | ||
| Q1 25 | — | $267.9M | ||
| Q4 24 | — | $234.7M | ||
| Q3 24 | — | $255.5M | ||
| Q2 24 | — | $290.4M | ||
| Q1 24 | — | $338.7M |
总债务LPTHRGNX
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $535.0K | — | ||
| Q1 24 | $599.4K | — |
股东权益LPTHRGNX
| Q4 25 | $77.9M | $102.7M | ||
| Q3 25 | $21.4M | $161.5M | ||
| Q2 25 | $15.6M | $213.7M | ||
| Q1 25 | $15.7M | $274.2M | ||
| Q4 24 | $26.7M | $259.7M | ||
| Q3 24 | $29.4M | $301.4M | ||
| Q2 24 | $30.2M | $348.3M | ||
| Q1 24 | $31.7M | $390.7M |
总资产LPTHRGNX
| Q4 25 | $148.6M | $453.0M | ||
| Q3 25 | $87.3M | $525.2M | ||
| Q2 25 | $81.5M | $581.0M | ||
| Q1 25 | $81.4M | $490.9M | ||
| Q4 24 | $45.8M | $466.0M | ||
| Q3 24 | $48.4M | $519.1M | ||
| Q2 24 | $48.1M | $569.4M | ||
| Q1 24 | $49.7M | $629.2M |
负债/权益比LPTHRGNX
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 0.02× | — | ||
| Q1 24 | 0.02× | — |
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 | $2.8M | $-52.3M |
| 自由现金流经营现金流 - 资本支出 | $2.0M | $-52.8M |
| 自由现金流率自由现金流/营收 | 12.0% | -174.0% |
| 资本支出强度资本支出/营收 | 5.3% | 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 | $-6.3M | $-126.4M |
8季度趋势，按日历期对齐
经营现金流LPTHRGNX
| Q4 25 | $2.8M | $-52.3M | ||
| Q3 25 | $-1.1M | $-56.0M | ||
| Q2 25 | $-2.6M | $-49.3M | ||
| Q1 25 | $-3.2M | $33.6M | ||
| Q4 24 | $-737.4K | $-31.6M | ||
| Q3 24 | $-1.7M | $-40.5M | ||
| Q2 24 | $64.7K | $-45.5M | ||
| Q1 24 | $-394.2K | $-55.5M |
自由现金流LPTHRGNX
| Q4 25 | $2.0M | $-52.8M | ||
| Q3 25 | $-1.2M | $-56.5M | ||
| Q2 25 | $-3.3M | $-49.7M | ||
| Q1 25 | $-3.7M | $32.6M | ||
| Q4 24 | $-817.8K | $-32.7M | ||
| Q3 24 | $-1.8M | $-40.9M | ||
| Q2 24 | $-225.5K | $-46.0M | ||
| Q1 24 | $-802.5K | $-56.0M |
自由现金流率LPTHRGNX
| Q4 25 | 12.0% | -174.0% | ||
| Q3 25 | -8.1% | -189.9% | ||
| Q2 25 | -27.3% | -232.8% | ||
| Q1 25 | -40.0% | 36.6% | ||
| Q4 24 | -11.0% | -154.2% | ||
| Q3 24 | -21.2% | -168.9% | ||
| Q2 24 | -2.6% | -206.2% | ||
| Q1 24 | -10.4% | -358.5% |
资本支出强度LPTHRGNX
| Q4 25 | 5.3% | 1.7% | ||
| Q3 25 | 0.5% | 1.7% | ||
| Q2 25 | 5.6% | 1.8% | ||
| Q1 25 | 4.6% | 1.2% | ||
| Q4 24 | 1.1% | 5.1% | ||
| Q3 24 | 0.9% | 1.3% | ||
| Q2 24 | 3.4% | 2.1% | ||
| Q1 24 | 5.3% | 3.6% |
现金转化率LPTHRGNX
| 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
LPTH
| Other | $7.9M | 48% |
| Infrared Components | $5.0M | 31% |
| Visible Components | $3.4M | 21% |
RGNX
| Novartis Gene Therapies | $24.2M | 80% |
| Nippon Shinyaku Collaboration And License Agreement | $4.3M | 14% |
| Nippon Shinyaku Services | $1.4M | 5% |
