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LESAKA TECHNOLOGIES INC（LSAK）与REPLIGEN CORP（RGEN）财务数据对比。点击上方公司名可切换其他公司
REPLIGEN CORP的季度营收约是LESAKA TECHNOLOGIES INC的1.1倍（$197.9M vs $178.7M），REPLIGEN CORP净利率更高（6.7% vs 2.0%，领先4.7%），REPLIGEN CORP同比增速更快（13.6% vs 1.4%），REPLIGEN CORP自由现金流更多（$17.6M vs $-14.8M），过去两年REPLIGEN CORP的营收复合增速更高（14.4% vs 13.7%）
莱萨卡科技是一家总部位于南非的金融科技公司，目前同时在纳斯达克交易所与约翰内斯堡证券交易所挂牌上市。公司核心业务聚焦于金融普惠，面向此前金融服务覆盖不足的社区与商户提供各类金融服务。
Repligen是一家全球生命科学企业，专注于创新生物工艺技术与系统的研发及商业化，助力提升生物药生产效率。公司1981年成立，总部位于美国马萨诸塞州沃尔瑟姆，于纳斯达克挂牌上市，股票代码RGEN，截至2025年全球员工超1900人，主要服务生物制药领域客户。
LSAK vs RGEN — 直观对比
营收规模更大
RGEN
是对方的1.1倍
$178.7M
营收增速更快
RGEN
高出12.2%
1.4%
净利率更高
RGEN
高出4.7%
2.0%
自由现金流更多
RGEN
多$32.4M
$-14.8M
两年增速更快
RGEN
近两年复合增速
13.7%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $178.7M | $197.9M |
| 净利润 | $3.6M | $13.3M |
| 毛利率 | 31.4% | 52.5% |
| 营业利润率 | 1.2% | 9.0% |
| 净利率 | 2.0% | 6.7% |
| 营收同比 | 1.4% | 13.6% |
| 净利润同比 | 111.2% | 143.9% |
| 每股收益（稀释后） | $0.04 | $0.24 |
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LSAKRGEN
| Q4 25 | $178.7M | $197.9M | ||
| Q3 25 | $171.4M | $188.8M | ||
| Q2 25 | $168.5M | $182.4M | ||
| Q1 25 | $161.4M | $169.2M | ||
| Q4 24 | $176.2M | $174.1M | ||
| Q3 24 | $153.6M | $154.9M | ||
| Q2 24 | $146.0M | $154.1M | ||
| Q1 24 | $138.2M | $151.3M |
净利润LSAKRGEN
| Q4 25 | $3.6M | $13.3M | ||
| Q3 25 | $-4.3M | $14.9M | ||
| Q2 25 | $-28.4M | $14.9M | ||
| Q1 25 | $-22.1M | $5.8M | ||
| Q4 24 | $-32.5M | $-30.3M | ||
| Q3 24 | $-4.5M | $-654.0K | ||
| Q2 24 | $-5.0M | $3.3M | ||
| Q1 24 | $-4.0M | $2.1M |
毛利率LSAKRGEN
| Q4 25 | 31.4% | 52.5% | ||
| Q3 25 | 30.9% | 53.2% | ||
| Q2 25 | 28.9% | 50.0% | ||
| Q1 25 | 27.5% | 53.6% | ||
| Q4 24 | 25.7% | 26.1% | ||
| Q3 24 | 22.6% | 50.0% | ||
| Q2 24 | 22.6% | 49.8% | ||
| Q1 24 | 22.0% | 49.5% |
营业利润率LSAKRGEN
| Q4 25 | 1.2% | 9.0% | ||
| Q3 25 | 0.2% | 8.9% | ||
| Q2 25 | -16.7% | 7.6% | ||
| Q1 25 | 0.4% | 3.9% | ||
| Q4 24 | 0.3% | -17.7% | ||
| Q3 24 | -0.0% | -5.1% | ||
| Q2 24 | 0.2% | 1.0% | ||
| Q1 24 | 0.6% | 1.3% |
净利率LSAKRGEN
| Q4 25 | 2.0% | 6.7% | ||
| Q3 25 | -2.5% | 7.9% | ||
| Q2 25 | -16.9% | 8.2% | ||
| Q1 25 | -13.7% | 3.4% | ||
| Q4 24 | -18.4% | -17.4% | ||
| Q3 24 | -3.0% | -0.4% | ||
| Q2 24 | -3.4% | 2.2% | ||
| Q1 24 | -2.9% | 1.4% |
每股收益（稀释后）LSAKRGEN
| Q4 25 | $0.04 | $0.24 | ||
| Q3 25 | $-0.05 | $0.26 | ||
| Q2 25 | $-0.40 | $0.26 | ||
| Q1 25 | $-0.27 | $0.10 | ||
| Q4 24 | $-0.40 | $-0.55 | ||
| Q3 24 | $-0.07 | $-0.01 | ||
| Q2 24 | $-0.08 | $0.06 | ||
| Q1 24 | $-0.06 | $0.04 |
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 | $69.5M | $767.6M |
| 总债务越低越好 | $216.8M | $542.2M |
| 股东权益账面价值 | $180.6M | $2.1B |
| 总资产 | $704.6M | $2.9B |
| 负债/权益比越低杠杆越低 | 1.20× | 0.26× |
8季度趋势，按日历期对齐
现金及短期投资LSAKRGEN
| Q4 25 | $69.5M | $767.6M | ||
| Q3 25 | $72.2M | $748.7M | ||
| Q2 25 | $76.5M | $708.9M | ||
| Q1 25 | $71.0M | $697.2M | ||
| Q4 24 | $60.6M | $757.4M | ||
| Q3 24 | $49.7M | $784.0M | ||
| Q2 24 | $59.1M | $809.1M | ||
| Q1 24 | $55.2M | $780.6M |
总债务LSAKRGEN
| Q4 25 | $216.8M | $542.2M | ||
| Q3 25 | $208.1M | $537.9M | ||
| Q2 25 | $200.8M | — | ||
| Q1 25 | $194.7M | — | ||
| Q4 24 | $148.7M | $525.6M | ||
| Q3 24 | $148.5M | — | ||
| Q2 24 | $143.2M | — | ||
| Q1 24 | $135.7M | — |
股东权益LSAKRGEN
| Q4 25 | $180.6M | $2.1B | ||
| Q3 25 | $170.4M | $2.1B | ||
| Q2 25 | $161.6M | $2.1B | ||
| Q1 25 | $185.2M | $2.0B | ||
| Q4 24 | $193.3M | $2.0B | ||
| Q3 24 | $184.2M | $2.0B | ||
| Q2 24 | $175.9M | $2.0B | ||
| Q1 24 | $173.1M | $2.0B |
总资产LSAKRGEN
| Q4 25 | $704.6M | $2.9B | ||
| Q3 25 | $652.9M | $2.9B | ||
| Q2 25 | $653.7M | $2.9B | ||
| Q1 25 | $649.2M | $2.9B | ||
| Q4 24 | $640.6M | $2.8B | ||
| Q3 24 | $551.9M | $2.8B | ||
| Q2 24 | $558.5M | $2.9B | ||
| Q1 24 | $551.5M | $2.8B |
负债/权益比LSAKRGEN
| Q4 25 | 1.20× | 0.26× | ||
| Q3 25 | 1.22× | 0.26× | ||
| Q2 25 | 1.24× | — | ||
| Q1 25 | 1.05× | — | ||
| Q4 24 | 0.77× | 0.27× | ||
| Q3 24 | 0.81× | — | ||
| Q2 24 | 0.81× | — | ||
| Q1 24 | 0.78× | — |
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 | $-10.9M | $25.7M |
| 自由现金流经营现金流 - 资本支出 | $-14.8M | $17.6M |
| 自由现金流率自由现金流/营收 | -8.3% | 8.9% |
| 资本支出强度资本支出/营收 | 2.2% | 4.1% |
| 现金转化率经营现金流/净利润 | -2.99× | 1.93× |
| 过去12个月自由现金流最近4个季度 | $-15.3M | $93.9M |
8季度趋势，按日历期对齐
经营现金流LSAKRGEN
| Q4 25 | $-10.9M | $25.7M | ||
| Q3 25 | $8.9M | $48.1M | ||
| Q2 25 | $-9.1M | $28.6M | ||
| Q1 25 | $10.7M | $15.0M | ||
| Q4 24 | $-9.2M | $39.2M | ||
| Q3 24 | $-4.1M | $49.3M | ||
| Q2 24 | $5.7M | $42.2M | ||
| Q1 24 | $19.2M | $44.7M |
自由现金流LSAKRGEN
| Q4 25 | $-14.8M | $17.6M | ||
| Q3 25 | $4.9M | $43.4M | ||
| Q2 25 | $-13.2M | $21.5M | ||
| Q1 25 | $7.8M | $11.4M | ||
| Q4 24 | $-15.5M | $33.6M | ||
| Q3 24 | $-8.1M | $42.3M | ||
| Q2 24 | $937.0K | $37.4M | ||
| Q1 24 | $16.2M | $36.4M |
自由现金流率LSAKRGEN
| Q4 25 | -8.3% | 8.9% | ||
| Q3 25 | 2.9% | 23.0% | ||
| Q2 25 | -7.8% | 11.8% | ||
| Q1 25 | 4.9% | 6.8% | ||
| Q4 24 | -8.8% | 19.3% | ||
| Q3 24 | -5.3% | 27.3% | ||
| Q2 24 | 0.6% | 24.3% | ||
| Q1 24 | 11.7% | 24.0% |
资本支出强度LSAKRGEN
| Q4 25 | 2.2% | 4.1% | ||
| Q3 25 | 2.3% | 2.5% | ||
| Q2 25 | 2.4% | 3.9% | ||
| Q1 25 | 1.7% | 2.1% | ||
| Q4 24 | 3.6% | 3.2% | ||
| Q3 24 | 2.6% | 4.5% | ||
| Q2 24 | 3.2% | 3.1% | ||
| Q1 24 | 2.1% | 5.5% |
现金转化率LSAKRGEN
| Q4 25 | -2.99× | 1.93× | ||
| Q3 25 | — | 3.23× | ||
| Q2 25 | — | 1.92× | ||
| Q1 25 | — | 2.57× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 12.70× | ||
| Q1 24 | — | 21.35× |
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
LSAK
| Telecom Products And Services | $82.0M | 46% |
| Processing Fees | $37.6M | 21% |
| Enterprise Segment | $14.5M | 8% |
| Rest Of Africa | $10.9M | 6% |
| Technology Products | $8.6M | 5% |
| Insurance Revenue | $7.9M | 4% |
| Lending Revenue | $7.2M | 4% |
| Other | $6.7M | 4% |
| Interest From Customer | $2.1M | 1% |
| Other Products And Services | $1.2M | 1% |
RGEN
暂无分部数据
