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TPG Mortgage Investment Trust, Inc.（MITT）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TPG Mortgage Investment Trust, Inc.的1.5倍（$30.3M vs $20.4M），TPG Mortgage Investment Trust, Inc.净利率更高（65.0% vs -221.3%，领先286.3%），REGENXBIO Inc.同比增速更快（43.0% vs 17.7%），过去两年REGENXBIO Inc.的营收复合增速更高（39.4% vs 9.1%）
TPG抵押贷款投资信托是由全球另类资产管理公司TPG管理的房地产投资信托，主要投资于美国市场的住宅及商业抵押贷款支持证券、履约及不良抵押贷款、其他信用关联地产资产，通过持有资产的净利息收入和资产处置收益实现回报。
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。
MITT vs RGNX — 直观对比
营收规模更大
RGNX
是对方的1.5倍
$20.4M
营收增速更快
RGNX
高出25.4%
17.7%
净利率更高
MITT
高出286.3%
-221.3%
两年增速更快
RGNX
近两年复合增速
9.1%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $20.4M | $30.3M |
| 净利润 | $13.3M | $-67.1M |
| 毛利率 | — | — |
| 营业利润率 | 67.1% | -190.0% |
| 净利率 | 65.0% | -221.3% |
| 营收同比 | 17.7% | 43.0% |
| 净利润同比 | -7.0% | -31.2% |
| 每股收益（稀释后） | $0.27 | $-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MITTRGNX
| Q4 25 | $20.4M | $30.3M | ||
| Q3 25 | $19.5M | $29.7M | ||
| Q2 25 | $17.8M | $21.4M | ||
| Q1 25 | $18.8M | $89.0M | ||
| Q4 24 | $17.4M | $21.2M | ||
| Q3 24 | $14.9M | $24.2M | ||
| Q2 24 | $16.4M | $22.3M | ||
| Q1 24 | $17.2M | $15.6M |
净利润MITTRGNX
| Q4 25 | $13.3M | $-67.1M | ||
| Q3 25 | $20.0M | $-61.9M | ||
| Q2 25 | $3.9M | $-70.9M | ||
| Q1 25 | $11.5M | $6.1M | ||
| Q4 24 | $14.3M | $-51.2M | ||
| Q3 24 | $16.6M | $-59.6M | ||
| Q2 24 | $3.9M | $-53.0M | ||
| Q1 24 | $20.9M | $-63.3M |
毛利率MITTRGNX
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 70.2% | ||
| Q3 24 | — | 48.8% | ||
| Q2 24 | — | 52.5% | ||
| Q1 24 | — | 72.6% |
营业利润率MITTRGNX
| Q4 25 | 67.1% | -190.0% | ||
| Q3 25 | — | -176.3% | ||
| Q2 25 | 20.9% | -296.3% | ||
| Q1 25 | 54.6% | 13.6% | ||
| Q4 24 | 76.7% | -242.1% | ||
| Q3 24 | — | -256.6% | ||
| Q2 24 | 18.4% | -251.3% | ||
| Q1 24 | — | -408.8% |
净利率MITTRGNX
| Q4 25 | 65.0% | -221.3% | ||
| Q3 25 | 102.5% | -208.3% | ||
| Q2 25 | 22.2% | -331.8% | ||
| Q1 25 | 60.9% | 6.8% | ||
| Q4 24 | 82.2% | -241.3% | ||
| Q3 24 | 111.3% | -246.3% | ||
| Q2 24 | 24.0% | -237.7% | ||
| Q1 24 | 121.6% | -405.4% |
每股收益（稀释后）MITTRGNX
| Q4 25 | $0.27 | $-1.30 | ||
| Q3 25 | $0.47 | $-1.20 | ||
| Q2 25 | $-0.05 | $-1.38 | ||
| Q1 25 | $0.21 | $0.12 | ||
| Q4 24 | $0.30 | $-0.99 | ||
| Q3 24 | $0.40 | $-1.17 | ||
| Q2 24 | $-0.02 | $-1.05 | ||
| Q1 24 | $0.55 | $-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 | $57.8M | $230.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $560.7M | $102.7M |
| 总资产 | $8.7B | $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MITTRGNX
| Q4 25 | $57.8M | $230.1M | ||
| Q3 25 | $59.0M | $274.2M | ||
| Q2 25 | $88.7M | $323.3M | ||
| Q1 25 | $115.5M | $267.9M | ||
| Q4 24 | $118.7M | $234.7M | ||
| Q3 24 | $102.5M | $255.5M | ||
| Q2 24 | $120.9M | $290.4M | ||
| Q1 24 | $100.3M | $338.7M |
股东权益MITTRGNX
| Q4 25 | $560.7M | $102.7M | ||
| Q3 25 | $559.8M | $161.5M | ||
| Q2 25 | $536.4M | $213.7M | ||
| Q1 25 | $543.9M | $274.2M | ||
| Q4 24 | $543.4M | $259.7M | ||
| Q3 24 | $540.1M | $301.4M | ||
| Q2 24 | $533.5M | $348.3M | ||
| Q1 24 | $539.6M | $390.7M |
总资产MITTRGNX
| Q4 25 | $8.7B | $453.0M | ||
| Q3 25 | $9.0B | $525.2M | ||
| Q2 25 | $7.5B | $581.0M | ||
| Q1 25 | $7.3B | $490.9M | ||
| Q4 24 | $6.9B | $466.0M | ||
| Q3 24 | $7.0B | $519.1M | ||
| Q2 24 | $7.1B | $569.4M | ||
| Q1 24 | $6.4B | $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 | $59.6M | $-52.3M |
| 自由现金流经营现金流 - 资本支出 | — | $-52.8M |
| 自由现金流率自由现金流/营收 | — | -174.0% |
| 资本支出强度资本支出/营收 | — | 1.7% |
| 现金转化率经营现金流/净利润 | 4.48× | — |
| 过去12个月自由现金流最近4个季度 | — | $-126.4M |
8季度趋势，按日历期对齐
经营现金流MITTRGNX
| Q4 25 | $59.6M | $-52.3M | ||
| Q3 25 | $17.4M | $-56.0M | ||
| Q2 25 | $11.5M | $-49.3M | ||
| Q1 25 | $12.0M | $33.6M | ||
| Q4 24 | $55.8M | $-31.6M | ||
| Q3 24 | $14.5M | $-40.5M | ||
| Q2 24 | $13.7M | $-45.5M | ||
| Q1 24 | $12.0M | $-55.5M |
自由现金流MITTRGNX
| Q4 25 | — | $-52.8M | ||
| Q3 25 | — | $-56.5M | ||
| Q2 25 | — | $-49.7M | ||
| Q1 25 | — | $32.6M | ||
| Q4 24 | — | $-32.7M | ||
| Q3 24 | — | $-40.9M | ||
| Q2 24 | — | $-46.0M | ||
| Q1 24 | — | $-56.0M |
自由现金流率MITTRGNX
| Q4 25 | — | -174.0% | ||
| Q3 25 | — | -189.9% | ||
| Q2 25 | — | -232.8% | ||
| Q1 25 | — | 36.6% | ||
| Q4 24 | — | -154.2% | ||
| Q3 24 | — | -168.9% | ||
| Q2 24 | — | -206.2% | ||
| Q1 24 | — | -358.5% |
资本支出强度MITTRGNX
| Q4 25 | — | 1.7% | ||
| Q3 25 | — | 1.7% | ||
| Q2 25 | — | 1.8% | ||
| Q1 25 | — | 1.2% | ||
| Q4 24 | — | 5.1% | ||
| Q3 24 | — | 1.3% | ||
| Q2 24 | — | 2.1% | ||
| Q1 24 | — | 3.6% |
现金转化率MITTRGNX
| Q4 25 | 4.48× | — | ||
| Q3 25 | 0.87× | — | ||
| Q2 25 | 2.92× | — | ||
| Q1 25 | 1.05× | 5.53× | ||
| Q4 24 | 3.91× | — | ||
| Q3 24 | 0.87× | — | ||
| Q2 24 | 3.50× | — | ||
| Q1 24 | 0.57× | — |
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
MITT
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% |
