vs
Intuitive Machines, Inc.（LUNR）与REGENXBIO Inc.（RGNX）财务数据对比。点击上方公司名可切换其他公司
Intuitive Machines, Inc.的季度营收约是REGENXBIO Inc.的1.4倍（$43.3M vs $30.3M），Intuitive Machines, Inc.净利率更高（-92.1% vs -221.3%，领先129.3%），REGENXBIO Inc.同比增速更快（43.0% vs -20.8%），Intuitive Machines, Inc.自由现金流更多（$-22.9M vs $-52.8M），过去两年REGENXBIO Inc.的营收复合增速更高（39.4% vs -23.1%）
Intuitive Machines是一家总部位于美国得克萨斯州休斯敦的航天探索企业，由斯蒂芬·阿尔特穆斯、卡姆·加法里安和蒂姆·克莱因于2013年创立，主营业务为商业及政府部门提供月球探索相关服务，目前可提供月球表面运输与载荷投递、数据传输服务以及基础设施即服务，还持有NASA商业月球载荷服务项目下的三项合同。
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。
LUNR vs RGNX — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $43.3M | $30.3M |
| 净利润 | $-39.9M | $-67.1M |
| 毛利率 | — | — |
| 营业利润率 | -76.4% | -190.0% |
| 净利率 | -92.1% | -221.3% |
| 营收同比 | -20.8% | 43.0% |
| 净利润同比 | 73.3% | -31.2% |
| 每股收益（稀释后） | $-0.34 | $-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
| Q4 25 | $43.3M | $30.3M | ||
| Q3 25 | $51.0M | $29.7M | ||
| Q2 25 | $50.3M | $21.4M | ||
| Q1 25 | $62.5M | $89.0M | ||
| Q4 24 | $54.7M | $21.2M | ||
| Q3 24 | $58.5M | $24.2M | ||
| Q2 24 | $41.6M | $22.3M | ||
| Q1 24 | $73.2M | $15.6M |
| Q4 25 | $-39.9M | $-67.1M | ||
| Q3 25 | $-6.8M | $-61.9M | ||
| Q2 25 | $-25.2M | $-70.9M | ||
| Q1 25 | $-11.4M | $6.1M | ||
| Q4 24 | $-149.2M | $-51.2M | ||
| Q3 24 | $-55.4M | $-59.6M | ||
| Q2 24 | $18.7M | $-53.0M | ||
| Q1 24 | $-97.5M | $-63.3M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 70.2% | ||
| Q3 24 | — | 48.8% | ||
| Q2 24 | — | 52.5% | ||
| Q1 24 | — | 72.6% |
| Q4 25 | -76.4% | -190.0% | ||
| Q3 25 | -30.2% | -176.3% | ||
| Q2 25 | -56.9% | -296.3% | ||
| Q1 25 | -16.1% | 13.6% | ||
| Q4 24 | -24.5% | -242.1% | ||
| Q3 24 | -23.5% | -256.6% | ||
| Q2 24 | -66.0% | -251.3% | ||
| Q1 24 | -3.8% | -408.8% |
| Q4 25 | -92.1% | -221.3% | ||
| Q3 25 | -13.4% | -208.3% | ||
| Q2 25 | -50.0% | -331.8% | ||
| Q1 25 | -18.2% | 6.8% | ||
| Q4 24 | -272.9% | -241.3% | ||
| Q3 24 | -94.7% | -246.3% | ||
| Q2 24 | 44.8% | -237.7% | ||
| Q1 24 | -133.1% | -405.4% |
| Q4 25 | $-0.34 | $-1.30 | ||
| Q3 25 | $-0.06 | $-1.20 | ||
| Q2 25 | $-0.22 | $-1.38 | ||
| Q1 25 | $-0.11 | $0.12 | ||
| Q4 24 | $-1.42 | $-0.99 | ||
| Q3 24 | $-0.83 | $-1.17 | ||
| Q2 24 | $0.30 | $-1.05 | ||
| Q1 24 | $-2.68 | $-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 | $582.6M | $230.1M |
| 总债务越低越好 | $335.3M | — |
| 股东权益账面价值 | $-755.0M | $102.7M |
| 总资产 | $757.2M | $453.0M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q4 25 | $582.6M | $230.1M | ||
| Q3 25 | $622.0M | $274.2M | ||
| Q2 25 | $344.9M | $323.3M | ||
| Q1 25 | $373.3M | $267.9M | ||
| Q4 24 | $207.6M | $234.7M | ||
| Q3 24 | $89.6M | $255.5M | ||
| Q2 24 | $31.6M | $290.4M | ||
| Q1 24 | $55.2M | $338.7M |
| Q4 25 | $335.3M | — | ||
| Q3 25 | $334.8M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $0 | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $-755.0M | $102.7M | ||
| Q3 25 | $-404.2M | $161.5M | ||
| Q2 25 | $-381.2M | $213.7M | ||
| Q1 25 | $-136.9M | $274.2M | ||
| Q4 24 | $-1.0B | $259.7M | ||
| Q3 24 | $-496.8M | $301.4M | ||
| Q2 24 | $-235.0M | $348.3M | ||
| Q1 24 | $-493.6M | $390.7M |
| Q4 25 | $757.2M | $453.0M | ||
| Q3 25 | $753.5M | $525.2M | ||
| Q2 25 | $475.6M | $581.0M | ||
| Q1 25 | $500.0M | $490.9M | ||
| Q4 24 | $355.4M | $466.0M | ||
| Q3 24 | $224.8M | $519.1M | ||
| Q2 24 | $140.1M | $569.4M | ||
| Q1 24 | $170.8M | $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 | $-7.3M | $-52.3M |
| 自由现金流经营现金流 - 资本支出 | $-22.9M | $-52.8M |
| 自由现金流率自由现金流/营收 | -53.0% | -174.0% |
| 资本支出强度资本支出/营收 | 36.1% | 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 | $-56.0M | $-126.4M |
8季度趋势，按日历期对齐
| Q4 25 | $-7.3M | $-52.3M | ||
| Q3 25 | $-7.2M | $-56.0M | ||
| Q2 25 | $-19.3M | $-49.3M | ||
| Q1 25 | $19.4M | $33.6M | ||
| Q4 24 | $-2.0M | $-31.6M | ||
| Q3 24 | $-17.9M | $-40.5M | ||
| Q2 24 | $-31.3M | $-45.5M | ||
| Q1 24 | $-6.4M | $-55.5M |
| Q4 25 | $-22.9M | $-52.8M | ||
| Q3 25 | $-19.0M | $-56.5M | ||
| Q2 25 | $-27.3M | $-49.7M | ||
| Q1 25 | $13.3M | $32.6M | ||
| Q4 24 | $-6.9M | $-32.7M | ||
| Q3 24 | $-19.3M | $-40.9M | ||
| Q2 24 | $-33.5M | $-46.0M | ||
| Q1 24 | $-8.0M | $-56.0M |
| Q4 25 | -53.0% | -174.0% | ||
| Q3 25 | -37.2% | -189.9% | ||
| Q2 25 | -54.3% | -232.8% | ||
| Q1 25 | 21.3% | 36.6% | ||
| Q4 24 | -12.6% | -154.2% | ||
| Q3 24 | -33.0% | -168.9% | ||
| Q2 24 | -80.4% | -206.2% | ||
| Q1 24 | -11.0% | -358.5% |
| Q4 25 | 36.1% | 1.7% | ||
| Q3 25 | 23.2% | 1.7% | ||
| Q2 25 | 16.0% | 1.8% | ||
| Q1 25 | 9.8% | 1.2% | ||
| Q4 24 | 9.0% | 5.1% | ||
| Q3 24 | 2.4% | 1.3% | ||
| Q2 24 | 5.3% | 2.1% | ||
| Q1 24 | 2.2% | 3.6% |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 5.53× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | -1.67× | — | ||
| 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
LUNR
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% |
