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Hello Group Inc.（MOMO）与REPLIGEN CORP（RGEN）财务数据对比。点击上方公司名可切换其他公司
Hello Group Inc.的季度营收约是REPLIGEN CORP的1.9倍（$368.3M vs $197.9M），Hello Group Inc.净利率更高（9.2% vs 6.7%，领先2.5%），过去两年REPLIGEN CORP的营收复合增速更高（14.4% vs -63.8%）
Hello Sunshine是一家美国传媒公司，由女演员瑞茜·威瑟斯彭与Strand Equity创始人兼执行合伙人赛斯·罗德斯基于2016年共同创立，主营业务涵盖影视内容开发制作、女性向IP运营等传媒相关业务。
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。
MOMO vs RGEN — 直观对比
营收规模更大
MOMO
是对方的1.9倍
$197.9M
净利率更高
MOMO
高出2.5%
6.7%
两年增速更快
RGEN
近两年复合增速
-63.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $368.3M | $197.9M |
| 净利润 | $34.0M | $13.3M |
| 毛利率 | — | 52.5% |
| 营业利润率 | — | 9.0% |
| 净利率 | 9.2% | 6.7% |
| 营收同比 | — | 13.6% |
| 净利润同比 | — | 143.9% |
| 每股收益（稀释后） | — | $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MOMORGEN
| Q1 26 | $368.3M | — | ||
| Q4 25 | — | $197.9M | ||
| Q3 25 | $372.3M | $188.8M | ||
| Q2 25 | $365.8M | $182.4M | ||
| Q1 25 | — | $169.2M | ||
| Q4 24 | — | $174.1M | ||
| Q3 24 | $381.1M | $154.9M | ||
| Q2 24 | $2.5B | $154.1M |
净利润MOMORGEN
| Q1 26 | $34.0M | — | ||
| Q4 25 | — | $13.3M | ||
| Q3 25 | $49.1M | $14.9M | ||
| Q2 25 | $-19.5M | $14.9M | ||
| Q1 25 | — | $5.8M | ||
| Q4 24 | — | $-30.3M | ||
| Q3 24 | $64.0M | $-654.0K | ||
| Q2 24 | $54.7M | $3.3M |
毛利率MOMORGEN
| Q1 26 | — | — | ||
| Q4 25 | — | 52.5% | ||
| Q3 25 | 37.4% | 53.2% | ||
| Q2 25 | 38.6% | 50.0% | ||
| Q1 25 | — | 53.6% | ||
| Q4 24 | — | 26.1% | ||
| Q3 24 | 39.3% | 50.0% | ||
| Q2 24 | 39.3% | 49.8% |
营业利润率MOMORGEN
| Q1 26 | — | — | ||
| Q4 25 | — | 9.0% | ||
| Q3 25 | 13.0% | 8.9% | ||
| Q2 25 | 15.4% | 7.6% | ||
| Q1 25 | — | 3.9% | ||
| Q4 24 | — | -17.7% | ||
| Q3 24 | 15.4% | -5.1% | ||
| Q2 24 | 26.3% | 1.0% |
净利率MOMORGEN
| Q1 26 | 9.2% | — | ||
| Q4 25 | — | 6.7% | ||
| Q3 25 | 13.2% | 7.9% | ||
| Q2 25 | -5.3% | 8.2% | ||
| Q1 25 | — | 3.4% | ||
| Q4 24 | — | -17.4% | ||
| Q3 24 | 16.8% | -0.4% | ||
| Q2 24 | 2.2% | 2.2% |
每股收益（稀释后）MOMORGEN
| Q1 26 | — | — | ||
| Q4 25 | — | $0.24 | ||
| Q3 25 | — | $0.26 | ||
| Q2 25 | — | $0.26 | ||
| Q1 25 | — | $0.10 | ||
| Q4 24 | — | $-0.55 | ||
| Q3 24 | — | $-0.01 | ||
| Q2 24 | — | $0.06 |
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 | $760.8M | $767.6M |
| 总债务越低越好 | — | $542.2M |
| 股东权益账面价值 | — | $2.1B |
| 总资产 | $2.0B | $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MOMORGEN
| Q1 26 | $760.8M | — | ||
| Q4 25 | — | $767.6M | ||
| Q3 25 | $588.9M | $748.7M | ||
| Q2 25 | $700.4M | $708.9M | ||
| Q1 25 | — | $697.2M | ||
| Q4 24 | — | $757.4M | ||
| Q3 24 | $470.4M | $784.0M | ||
| Q2 24 | $819.9M | $809.1M |
总债务MOMORGEN
| Q1 26 | — | — | ||
| Q4 25 | — | $542.2M | ||
| Q3 25 | — | $537.9M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $525.6M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益MOMORGEN
| Q1 26 | — | — | ||
| Q4 25 | — | $2.1B | ||
| Q3 25 | — | $2.1B | ||
| Q2 25 | — | $2.1B | ||
| Q1 25 | — | $2.0B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | — | $2.0B | ||
| Q2 24 | — | $2.0B |
总资产MOMORGEN
| Q1 26 | $2.0B | — | ||
| Q4 25 | — | $2.9B | ||
| Q3 25 | $1.9B | $2.9B | ||
| Q2 25 | $2.3B | $2.9B | ||
| Q1 25 | — | $2.9B | ||
| Q4 24 | — | $2.8B | ||
| Q3 24 | $2.6B | $2.8B | ||
| Q2 24 | $2.4B | $2.9B |
负债/权益比MOMORGEN
| Q1 26 | — | — | ||
| Q4 25 | — | 0.26× | ||
| Q3 25 | — | 0.26× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.27× | ||
| Q3 24 | — | — | ||
| Q2 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 | — | $25.7M |
| 自由现金流经营现金流 - 资本支出 | — | $17.6M |
| 自由现金流率自由现金流/营收 | — | 8.9% |
| 资本支出强度资本支出/营收 | — | 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 | — | $93.9M |
8季度趋势，按日历期对齐
经营现金流MOMORGEN
| Q1 26 | — | — | ||
| Q4 25 | — | $25.7M | ||
| Q3 25 | $20.2M | $48.1M | ||
| Q2 25 | $34.9M | $28.6M | ||
| Q1 25 | — | $15.0M | ||
| Q4 24 | — | $39.2M | ||
| Q3 24 | — | $49.3M | ||
| Q2 24 | $65.4M | $42.2M |
自由现金流MOMORGEN
| Q1 26 | — | — | ||
| Q4 25 | — | $17.6M | ||
| Q3 25 | $3.5M | $43.4M | ||
| Q2 25 | $31.3M | $21.5M | ||
| Q1 25 | — | $11.4M | ||
| Q4 24 | — | $33.6M | ||
| Q3 24 | — | $42.3M | ||
| Q2 24 | $37.9M | $37.4M |
自由现金流率MOMORGEN
| Q1 26 | — | — | ||
| Q4 25 | — | 8.9% | ||
| Q3 25 | 1.0% | 23.0% | ||
| Q2 25 | 8.5% | 11.8% | ||
| Q1 25 | — | 6.8% | ||
| Q4 24 | — | 19.3% | ||
| Q3 24 | — | 27.3% | ||
| Q2 24 | 1.5% | 24.3% |
资本支出强度MOMORGEN
| Q1 26 | — | — | ||
| Q4 25 | — | 4.1% | ||
| Q3 25 | 4.5% | 2.5% | ||
| Q2 25 | 1.0% | 3.9% | ||
| Q1 25 | — | 2.1% | ||
| Q4 24 | — | 3.2% | ||
| Q3 24 | — | 4.5% | ||
| Q2 24 | 1.1% | 3.1% |
现金转化率MOMORGEN
| Q1 26 | — | — | ||
| Q4 25 | — | 1.93× | ||
| Q3 25 | 0.41× | 3.23× | ||
| Q2 25 | — | 1.92× | ||
| Q1 25 | — | 2.57× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 1.19× | 12.70× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
