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LANTRONIX INC（LTRX）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LANTRONIX INC的1.0倍（$30.3M vs $29.8M），LANTRONIX INC净利率更高（-4.5% vs -221.3%，领先216.9%），REGENXBIO Inc.同比增速更快（43.0% vs -4.5%），LANTRONIX INC自由现金流更多（$2.1M vs $-52.8M），过去两年REGENXBIO Inc.的营收复合增速更高（39.4% vs -15.0%）
Lantronix Inc是全球物联网安全连接与边缘计算解决方案提供商，面向工业、医疗、零售、交通、智慧城市等领域客户，供应专用硬件、SaaS平台与嵌入式软件，支持可靠的远程设备管理。
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。
LTRX vs RGNX — 直观对比
营收规模更大
RGNX
是对方的1.0倍
$29.8M
营收增速更快
RGNX
高出47.5%
-4.5%
净利率更高
LTRX
高出216.9%
-221.3%
自由现金流更多
LTRX
多$54.9M
$-52.8M
两年增速更快
RGNX
近两年复合增速
-15.0%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $29.8M | $30.3M |
| 净利润 | $-1.3M | $-67.1M |
| 毛利率 | 43.6% | — |
| 营业利润率 | -3.6% | -190.0% |
| 净利率 | -4.5% | -221.3% |
| 营收同比 | -4.5% | 43.0% |
| 净利润同比 | 43.9% | -31.2% |
| 每股收益（稀释后） | $-0.03 | $-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LTRXRGNX
| Q4 25 | $29.8M | $30.3M | ||
| Q3 25 | $29.8M | $29.7M | ||
| Q2 25 | $28.8M | $21.4M | ||
| Q1 25 | $28.5M | $89.0M | ||
| Q4 24 | $31.2M | $21.2M | ||
| Q3 24 | $34.4M | $24.2M | ||
| Q2 24 | $49.1M | $22.3M | ||
| Q1 24 | $41.2M | $15.6M |
净利润LTRXRGNX
| Q4 25 | $-1.3M | $-67.1M | ||
| Q3 25 | $-1.4M | $-61.9M | ||
| Q2 25 | $-2.6M | $-70.9M | ||
| Q1 25 | $-3.9M | $6.1M | ||
| Q4 24 | $-2.4M | $-51.2M | ||
| Q3 24 | $-2.5M | $-59.6M | ||
| Q2 24 | $386.0K | $-53.0M | ||
| Q1 24 | $-423.0K | $-63.3M |
毛利率LTRXRGNX
| Q4 25 | 43.6% | — | ||
| Q3 25 | 44.8% | — | ||
| Q2 25 | 40.0% | — | ||
| Q1 25 | 43.5% | — | ||
| Q4 24 | 42.6% | 70.2% | ||
| Q3 24 | 42.1% | 48.8% | ||
| Q2 24 | 38.1% | 52.5% | ||
| Q1 24 | 40.1% | 72.6% |
营业利润率LTRXRGNX
| Q4 25 | -3.6% | -190.0% | ||
| Q3 25 | -5.1% | -176.3% | ||
| Q2 25 | -10.9% | -296.3% | ||
| Q1 25 | -12.6% | 13.6% | ||
| Q4 24 | -6.9% | -242.1% | ||
| Q3 24 | -6.2% | -256.6% | ||
| Q2 24 | 1.2% | -251.3% | ||
| Q1 24 | -0.2% | -408.8% |
净利率LTRXRGNX
| Q4 25 | -4.5% | -221.3% | ||
| Q3 25 | -4.7% | -208.3% | ||
| Q2 25 | -9.1% | -331.8% | ||
| Q1 25 | -13.6% | 6.8% | ||
| Q4 24 | -7.6% | -241.3% | ||
| Q3 24 | -7.3% | -246.3% | ||
| Q2 24 | 0.8% | -237.7% | ||
| Q1 24 | -1.0% | -405.4% |
每股收益（稀释后）LTRXRGNX
| Q4 25 | $-0.03 | $-1.30 | ||
| Q3 25 | $-0.04 | $-1.20 | ||
| Q2 25 | $-0.06 | $-1.38 | ||
| Q1 25 | $-0.10 | $0.12 | ||
| Q4 24 | $-0.06 | $-0.99 | ||
| Q3 24 | $-0.07 | $-1.17 | ||
| Q2 24 | $0.01 | $-1.05 | ||
| Q1 24 | $-0.01 | $-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 | $23.0M | $230.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $74.4M | $102.7M |
| 总资产 | $121.7M | $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LTRXRGNX
| Q4 25 | $23.0M | $230.1M | ||
| Q3 25 | $22.2M | $274.2M | ||
| Q2 25 | $20.1M | $323.3M | ||
| Q1 25 | $20.0M | $267.9M | ||
| Q4 24 | $19.2M | $234.7M | ||
| Q3 24 | $26.4M | $255.5M | ||
| Q2 24 | $26.2M | $290.4M | ||
| Q1 24 | $24.6M | $338.7M |
股东权益LTRXRGNX
| Q4 25 | $74.4M | $102.7M | ||
| Q3 25 | $74.5M | $161.5M | ||
| Q2 25 | $74.4M | $213.7M | ||
| Q1 25 | $75.5M | $274.2M | ||
| Q4 24 | $77.9M | $259.7M | ||
| Q3 24 | $78.9M | $301.4M | ||
| Q2 24 | $81.4M | $348.3M | ||
| Q1 24 | $78.1M | $390.7M |
总资产LTRXRGNX
| Q4 25 | $121.7M | $453.0M | ||
| Q3 25 | $119.6M | $525.2M | ||
| Q2 25 | $123.7M | $581.0M | ||
| Q1 25 | $124.2M | $490.9M | ||
| Q4 24 | $134.2M | $466.0M | ||
| Q3 24 | $137.9M | $519.1M | ||
| Q2 24 | $136.2M | $569.4M | ||
| Q1 24 | $147.4M | $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 | $2.2M | $-52.3M |
| 自由现金流经营现金流 - 资本支出 | $2.1M | $-52.8M |
| 自由现金流率自由现金流/营收 | 7.0% | -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 | — | — |
| 过去12个月自由现金流最近4个季度 | $9.6M | $-126.4M |
8季度趋势，按日历期对齐
经营现金流LTRXRGNX
| Q4 25 | $2.2M | $-52.3M | ||
| Q3 25 | $3.6M | $-56.0M | ||
| Q2 25 | $1.1M | $-49.3M | ||
| Q1 25 | $3.2M | $33.6M | ||
| Q4 24 | $340.0K | $-31.6M | ||
| Q3 24 | $2.7M | $-40.5M | ||
| Q2 24 | $2.3M | $-45.5M | ||
| Q1 24 | $3.6M | $-55.5M |
自由现金流LTRXRGNX
| Q4 25 | $2.1M | $-52.8M | ||
| Q3 25 | $3.5M | $-56.5M | ||
| Q2 25 | $909.0K | $-49.7M | ||
| Q1 25 | $3.1M | $32.6M | ||
| Q4 24 | $256.0K | $-32.7M | ||
| Q3 24 | $2.5M | $-40.9M | ||
| Q2 24 | $2.1M | $-46.0M | ||
| Q1 24 | $3.5M | $-56.0M |
自由现金流率LTRXRGNX
| Q4 25 | 7.0% | -174.0% | ||
| Q3 25 | 11.9% | -189.9% | ||
| Q2 25 | 3.2% | -232.8% | ||
| Q1 25 | 10.9% | 36.6% | ||
| Q4 24 | 0.8% | -154.2% | ||
| Q3 24 | 7.3% | -168.9% | ||
| Q2 24 | 4.3% | -206.2% | ||
| Q1 24 | 8.4% | -358.5% |
资本支出强度LTRXRGNX
| Q4 25 | 0.3% | 1.7% | ||
| Q3 25 | 0.2% | 1.7% | ||
| Q2 25 | 0.5% | 1.8% | ||
| Q1 25 | 0.4% | 1.2% | ||
| Q4 24 | 0.3% | 5.1% | ||
| Q3 24 | 0.5% | 1.3% | ||
| Q2 24 | 0.3% | 2.1% | ||
| Q1 24 | 0.3% | 3.6% |
现金转化率LTRXRGNX
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 5.53× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 5.89× | — | ||
| 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
LTRX
| Embedded Io T Solutions | $13.9M | 47% |
| Io T System Solutions | $13.3M | 45% |
| Software And Services | $2.6M | 9% |
RGNX
| Novartis Gene Therapies | $24.2M | 80% |
| Nippon Shinyaku Collaboration And License Agreement | $4.3M | 14% |
| Nippon Shinyaku Services | $1.4M | 5% |
