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Mister Car Wash, Inc.（MCW）与REPLIGEN CORP（RGEN）财务数据对比。点击上方公司名可切换其他公司
Mister Car Wash, Inc.的季度营收约是REPLIGEN CORP的1.3倍（$261.2M vs $197.9M），Mister Car Wash, Inc.净利率更高（7.7% vs 6.7%，领先1.0%），REPLIGEN CORP同比增速更快（13.6% vs 4.0%），REPLIGEN CORP自由现金流更多（$17.6M vs $-16.8M），过去两年REPLIGEN CORP的营收复合增速更高（14.4% vs 4.5%）
棕熊洗车是总部位于美国华盛顿州的连锁洗车品牌，1957年在西雅图成立，截至2021年拥有49家门店，是美国排名第12位的大型洗车连锁企业，在当地洗车服务市场拥有较高的市场认可度。
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。
MCW vs RGEN — 直观对比
营收规模更大
MCW
是对方的1.3倍
$197.9M
营收增速更快
RGEN
高出9.6%
4.0%
净利率更高
MCW
高出1.0%
6.7%
自由现金流更多
RGEN
多$34.3M
$-16.8M
两年增速更快
RGEN
近两年复合增速
4.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $261.2M | $197.9M |
| 净利润 | $20.1M | $13.3M |
| 毛利率 | — | 52.5% |
| 营业利润率 | 15.8% | 9.0% |
| 净利率 | 7.7% | 6.7% |
| 营收同比 | 4.0% | 13.6% |
| 净利润同比 | 118.9% | 143.9% |
| 每股收益（稀释后） | $0.06 | $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MCWRGEN
| Q4 25 | $261.2M | $197.9M | ||
| Q3 25 | $263.4M | $188.8M | ||
| Q2 25 | $265.4M | $182.4M | ||
| Q1 25 | $261.7M | $169.2M | ||
| Q4 24 | $251.2M | $174.1M | ||
| Q3 24 | $249.3M | $154.9M | ||
| Q2 24 | $255.0M | $154.1M | ||
| Q1 24 | $239.2M | $151.3M |
净利润MCWRGEN
| Q4 25 | $20.1M | $13.3M | ||
| Q3 25 | $27.4M | $14.9M | ||
| Q2 25 | $28.6M | $14.9M | ||
| Q1 25 | $27.0M | $5.8M | ||
| Q4 24 | $9.2M | $-30.3M | ||
| Q3 24 | $22.3M | $-654.0K | ||
| Q2 24 | $22.1M | $3.3M | ||
| Q1 24 | $16.6M | $2.1M |
毛利率MCWRGEN
| Q4 25 | — | 52.5% | ||
| Q3 25 | — | 53.2% | ||
| Q2 25 | — | 50.0% | ||
| Q1 25 | — | 53.6% | ||
| Q4 24 | — | 26.1% | ||
| Q3 24 | — | 50.0% | ||
| Q2 24 | — | 49.8% | ||
| Q1 24 | — | 49.5% |
营业利润率MCWRGEN
| Q4 25 | 15.8% | 9.0% | ||
| Q3 25 | 19.7% | 8.9% | ||
| Q2 25 | 20.4% | 7.6% | ||
| Q1 25 | 20.2% | 3.9% | ||
| Q4 24 | 12.7% | -17.7% | ||
| Q3 24 | 19.9% | -5.1% | ||
| Q2 24 | 21.6% | 1.0% | ||
| Q1 24 | 17.8% | 1.3% |
净利率MCWRGEN
| Q4 25 | 7.7% | 6.7% | ||
| Q3 25 | 10.4% | 7.9% | ||
| Q2 25 | 10.8% | 8.2% | ||
| Q1 25 | 10.3% | 3.4% | ||
| Q4 24 | 3.7% | -17.4% | ||
| Q3 24 | 9.0% | -0.4% | ||
| Q2 24 | 8.7% | 2.2% | ||
| Q1 24 | 7.0% | 1.4% |
每股收益（稀释后）MCWRGEN
| Q4 25 | $0.06 | $0.24 | ||
| Q3 25 | $0.08 | $0.26 | ||
| Q2 25 | $0.09 | $0.26 | ||
| Q1 25 | $0.08 | $0.10 | ||
| Q4 24 | $0.02 | $-0.55 | ||
| Q3 24 | $0.07 | $-0.01 | ||
| Q2 24 | $0.07 | $0.06 | ||
| Q1 24 | $0.05 | $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 | $28.4M | $767.6M |
| 总债务越低越好 | — | $542.2M |
| 股东权益账面价值 | $1.1B | $2.1B |
| 总资产 | $3.2B | $2.9B |
| 负债/权益比越低杠杆越低 | — | 0.26× |
8季度趋势，按日历期对齐
现金及短期投资MCWRGEN
| Q4 25 | $28.4M | $767.6M | ||
| Q3 25 | $35.7M | $748.7M | ||
| Q2 25 | $26.4M | $708.9M | ||
| Q1 25 | $39.1M | $697.2M | ||
| Q4 24 | $67.5M | $757.4M | ||
| Q3 24 | $16.5M | $784.0M | ||
| Q2 24 | $3.6M | $809.1M | ||
| Q1 24 | $10.7M | $780.6M |
总债务MCWRGEN
| Q4 25 | — | $542.2M | ||
| Q3 25 | — | $537.9M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $525.6M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益MCWRGEN
| Q4 25 | $1.1B | $2.1B | ||
| Q3 25 | $1.1B | $2.1B | ||
| Q2 25 | $1.1B | $2.1B | ||
| Q1 25 | $1.0B | $2.0B | ||
| Q4 24 | $998.4M | $2.0B | ||
| Q3 24 | $979.4M | $2.0B | ||
| Q2 24 | $949.4M | $2.0B | ||
| Q1 24 | $928.7M | $2.0B |
总资产MCWRGEN
| Q4 25 | $3.2B | $2.9B | ||
| Q3 25 | $3.1B | $2.9B | ||
| Q2 25 | $3.1B | $2.9B | ||
| Q1 25 | $3.1B | $2.9B | ||
| Q4 24 | $3.1B | $2.8B | ||
| Q3 24 | $3.0B | $2.8B | ||
| Q2 24 | $3.0B | $2.9B | ||
| Q1 24 | $2.9B | $2.8B |
负债/权益比MCWRGEN
| Q4 25 | — | 0.26× | ||
| Q3 25 | — | 0.26× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.27× | ||
| 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 | $60.0M | $25.7M |
| 自由现金流经营现金流 - 资本支出 | $-16.8M | $17.6M |
| 自由现金流率自由现金流/营收 | -6.4% | 8.9% |
| 资本支出强度资本支出/营收 | 29.4% | 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 | $30.3M | $93.9M |
8季度趋势，按日历期对齐
经营现金流MCWRGEN
| Q4 25 | $60.0M | $25.7M | ||
| Q3 25 | $91.4M | $48.1M | ||
| Q2 25 | $46.8M | $28.6M | ||
| Q1 25 | $87.5M | $15.0M | ||
| Q4 24 | $49.8M | $39.2M | ||
| Q3 24 | $80.0M | $49.3M | ||
| Q2 24 | $60.9M | $42.2M | ||
| Q1 24 | $58.0M | $44.7M |
自由现金流MCWRGEN
| Q4 25 | $-16.8M | $17.6M | ||
| Q3 25 | $25.8M | $43.4M | ||
| Q2 25 | $-11.2M | $21.5M | ||
| Q1 25 | $32.5M | $11.4M | ||
| Q4 24 | $-20.4M | $33.6M | ||
| Q3 24 | $-16.8M | $42.3M | ||
| Q2 24 | $-20.4M | $37.4M | ||
| Q1 24 | $-23.9M | $36.4M |
自由现金流率MCWRGEN
| Q4 25 | -6.4% | 8.9% | ||
| Q3 25 | 9.8% | 23.0% | ||
| Q2 25 | -4.2% | 11.8% | ||
| Q1 25 | 12.4% | 6.8% | ||
| Q4 24 | -8.1% | 19.3% | ||
| Q3 24 | -6.8% | 27.3% | ||
| Q2 24 | -8.0% | 24.3% | ||
| Q1 24 | -10.0% | 24.0% |
资本支出强度MCWRGEN
| Q4 25 | 29.4% | 4.1% | ||
| Q3 25 | 24.9% | 2.5% | ||
| Q2 25 | 21.9% | 3.9% | ||
| Q1 25 | 21.1% | 2.1% | ||
| Q4 24 | 27.9% | 3.2% | ||
| Q3 24 | 38.8% | 4.5% | ||
| Q2 24 | 31.9% | 3.1% | ||
| Q1 24 | 34.2% | 5.5% |
现金转化率MCWRGEN
| Q4 25 | 2.99× | 1.93× | ||
| Q3 25 | 3.33× | 3.23× | ||
| Q2 25 | 1.64× | 1.92× | ||
| Q1 25 | 3.24× | 2.57× | ||
| Q4 24 | 5.43× | — | ||
| Q3 24 | 3.58× | — | ||
| Q2 24 | 2.76× | 12.70× | ||
| Q1 24 | 3.49× | 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
MCW
| Transferred Over Time | $205.7M | 79% |
| Transferred At Point In Time | $55.2M | 21% |
RGEN
暂无分部数据
