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Mayville Engineering Company, Inc.（MEC）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Mayville Engineering Company, Inc.的1.5倍（$197.9M vs $134.3M），REPLIGEN CORP净利率更高（6.7% vs -3.2%，领先10.0%），REPLIGEN CORP同比增速更快（13.6% vs 10.7%），REPLIGEN CORP自由现金流更多（$17.6M vs $10.2M），过去两年REPLIGEN CORP的营收复合增速更高（14.4% vs -8.8%）
Mayville Engineering Company（MEC）是总部位于美国的领先金属零部件、装配组件及定制工程解决方案供应商，主要服务农业、建筑、商用运输、国防、动力运动等领域的原始设备制造商客户，提供从原型开发到大规模量产的全流程服务。
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。
MEC vs RGEN — 直观对比
营收规模更大
RGEN
是对方的1.5倍
$134.3M
营收增速更快
RGEN
高出3.0%
10.7%
净利率更高
RGEN
高出10.0%
-3.2%
自由现金流更多
RGEN
多$7.4M
$10.2M
两年增速更快
RGEN
近两年复合增速
-8.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $134.3M | $197.9M |
| 净利润 | $-4.4M | $13.3M |
| 毛利率 | 6.8% | 52.5% |
| 营业利润率 | -4.1% | 9.0% |
| 净利率 | -3.2% | 6.7% |
| 营收同比 | 10.7% | 13.6% |
| 净利润同比 | -127.3% | 143.9% |
| 每股收益（稀释后） | $-0.22 | $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MECRGEN
| Q4 25 | $134.3M | $197.9M | ||
| Q3 25 | $144.3M | $188.8M | ||
| Q2 25 | $132.3M | $182.4M | ||
| Q1 25 | $135.6M | $169.2M | ||
| Q4 24 | $121.3M | $174.1M | ||
| Q3 24 | $135.4M | $154.9M | ||
| Q2 24 | $163.6M | $154.1M | ||
| Q1 24 | $161.3M | $151.3M |
净利润MECRGEN
| Q4 25 | $-4.4M | $13.3M | ||
| Q3 25 | $-2.7M | $14.9M | ||
| Q2 25 | $-1.1M | $14.9M | ||
| Q1 25 | $20.0K | $5.8M | ||
| Q4 24 | $16.0M | $-30.3M | ||
| Q3 24 | $3.0M | $-654.0K | ||
| Q2 24 | $3.8M | $3.3M | ||
| Q1 24 | $3.2M | $2.1M |
毛利率MECRGEN
| Q4 25 | 6.8% | 52.5% | ||
| Q3 25 | 11.0% | 53.2% | ||
| Q2 25 | 10.3% | 50.0% | ||
| Q1 25 | 11.3% | 53.6% | ||
| Q4 24 | 8.9% | 26.1% | ||
| Q3 24 | 12.6% | 50.0% | ||
| Q2 24 | 13.6% | 49.8% | ||
| Q1 24 | 13.0% | 49.5% |
营业利润率MECRGEN
| Q4 25 | -4.1% | 9.0% | ||
| Q3 25 | 0.0% | 8.9% | ||
| Q2 25 | 0.1% | 7.6% | ||
| Q1 25 | 1.2% | 3.9% | ||
| Q4 24 | 19.0% | -17.7% | ||
| Q3 24 | 4.2% | -5.1% | ||
| Q2 24 | 5.0% | 1.0% | ||
| Q1 24 | 4.7% | 1.3% |
净利率MECRGEN
| Q4 25 | -3.2% | 6.7% | ||
| Q3 25 | -1.9% | 7.9% | ||
| Q2 25 | -0.8% | 8.2% | ||
| Q1 25 | 0.0% | 3.4% | ||
| Q4 24 | 13.2% | -17.4% | ||
| Q3 24 | 2.2% | -0.4% | ||
| Q2 24 | 2.3% | 2.2% | ||
| Q1 24 | 2.0% | 1.4% |
每股收益（稀释后）MECRGEN
| Q4 25 | $-0.22 | $0.24 | ||
| Q3 25 | $-0.13 | $0.26 | ||
| Q2 25 | $-0.05 | $0.26 | ||
| Q1 25 | $0.00 | $0.10 | ||
| Q4 24 | $0.76 | $-0.55 | ||
| Q3 24 | $0.14 | $-0.01 | ||
| Q2 24 | $0.18 | $0.06 | ||
| Q1 24 | $0.16 | $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 | $1.5M | $767.6M |
| 总债务越低越好 | — | $542.2M |
| 股东权益账面价值 | $240.7M | $2.1B |
| 总资产 | $563.6M | $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MECRGEN
| Q4 25 | $1.5M | $767.6M | ||
| Q3 25 | $1.2M | $748.7M | ||
| Q2 25 | $206.0K | $708.9M | ||
| Q1 25 | $183.0K | $697.2M | ||
| Q4 24 | $206.0K | $757.4M | ||
| Q3 24 | $178.0K | $784.0M | ||
| Q2 24 | $314.0K | $809.1M | ||
| Q1 24 | $314.0K | $780.6M |
总债务MECRGEN
| 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MECRGEN
| Q4 25 | $240.7M | $2.1B | ||
| Q3 25 | $244.8M | $2.1B | ||
| Q2 25 | $246.8M | $2.1B | ||
| Q1 25 | $250.0M | $2.0B | ||
| Q4 24 | $251.8M | $2.0B | ||
| Q3 24 | $238.4M | $2.0B | ||
| Q2 24 | $238.1M | $2.0B | ||
| Q1 24 | $234.0M | $2.0B |
总资产MECRGEN
| Q4 25 | $563.6M | $2.9B | ||
| Q3 25 | $585.6M | $2.9B | ||
| Q2 25 | $433.7M | $2.9B | ||
| Q1 25 | $447.7M | $2.9B | ||
| Q4 24 | $445.6M | $2.8B | ||
| Q3 24 | $466.0M | $2.8B | ||
| Q2 24 | $488.2M | $2.9B | ||
| Q1 24 | $499.9M | $2.8B |
负债/权益比MECRGEN
| 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 | $13.4M | $25.7M |
| 自由现金流经营现金流 - 资本支出 | $10.2M | $17.6M |
| 自由现金流率自由现金流/营收 | 7.6% | 8.9% |
| 资本支出强度资本支出/营收 | 2.4% | 4.1% |
| 现金转化率经营现金流/净利润 | — | 1.93× |
| 过去12个月自由现金流最近4个季度 | $26.9M | $93.9M |
8季度趋势，按日历期对齐
经营现金流MECRGEN
| Q4 25 | $13.4M | $25.7M | ||
| Q3 25 | $1.9M | $48.1M | ||
| Q2 25 | $15.0M | $28.6M | ||
| Q1 25 | $8.3M | $15.0M | ||
| Q4 24 | $38.0M | $39.2M | ||
| Q3 24 | $17.9M | $49.3M | ||
| Q2 24 | $23.3M | $42.2M | ||
| Q1 24 | $10.6M | $44.7M |
自由现金流MECRGEN
| Q4 25 | $10.2M | $17.6M | ||
| Q3 25 | $-1.1M | $43.4M | ||
| Q2 25 | $12.5M | $21.5M | ||
| Q1 25 | $5.4M | $11.4M | ||
| Q4 24 | $35.6M | $33.6M | ||
| Q3 24 | $15.1M | $42.3M | ||
| Q2 24 | $19.2M | $37.4M | ||
| Q1 24 | $7.8M | $36.4M |
自由现金流率MECRGEN
| Q4 25 | 7.6% | 8.9% | ||
| Q3 25 | -0.8% | 23.0% | ||
| Q2 25 | 9.5% | 11.8% | ||
| Q1 25 | 4.0% | 6.8% | ||
| Q4 24 | 29.4% | 19.3% | ||
| Q3 24 | 11.1% | 27.3% | ||
| Q2 24 | 11.7% | 24.3% | ||
| Q1 24 | 4.9% | 24.0% |
资本支出强度MECRGEN
| Q4 25 | 2.4% | 4.1% | ||
| Q3 25 | 2.1% | 2.5% | ||
| Q2 25 | 1.8% | 3.9% | ||
| Q1 25 | 2.2% | 2.1% | ||
| Q4 24 | 1.9% | 3.2% | ||
| Q3 24 | 2.1% | 4.5% | ||
| Q2 24 | 2.5% | 3.1% | ||
| Q1 24 | 1.7% | 5.5% |
现金转化率MECRGEN
| Q4 25 | — | 1.93× | ||
| Q3 25 | — | 3.23× | ||
| Q2 25 | — | 1.92× | ||
| Q1 25 | 416.65× | 2.57× | ||
| Q4 24 | 2.38× | — | ||
| Q3 24 | 6.03× | — | ||
| Q2 24 | 6.15× | 12.70× | ||
| Q1 24 | 3.28× | 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
MEC
| Fabrication | $72.2M | 54% |
| Construction And Access | $19.2M | 14% |
| Tubes | $16.2M | 12% |
| Other Market | $11.9M | 9% |
| Agriculture | $7.7M | 6% |
| Military | $6.7M | 5% |
| Outdoor Sports | $1.7M | 1% |
RGEN
暂无分部数据
