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摩凡陀集团（MOV）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的季度营收约是摩凡陀集团的1.1倍（$197.9M vs $186.1M），REPLIGEN CORP净利率更高（6.7% vs 5.1%，领先1.6%），REPLIGEN CORP同比增速更快（13.6% vs 1.9%），REPLIGEN CORP自由现金流更多（$17.6M vs $11.6M），过去两年REPLIGEN CORP的营收复合增速更高（14.4% vs 2.9%）
摩凡陀集团是源自瑞士的美国奢侈钟表品牌，创始于1881年，品牌名取自世界语，原意为“律动”。摩凡陀腕表以12点钟位置标志性的金属圆点设计与极简风格著称，其中博物馆腕表更是品牌最广为人知的经典代表作。
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。
MOV vs RGEN — 直观对比
营收规模更大
RGEN
是对方的1.1倍
$186.1M
营收增速更快
RGEN
高出11.8%
1.9%
净利率更高
RGEN
高出1.6%
5.1%
自由现金流更多
RGEN
多$6.0M
$11.6M
两年增速更快
RGEN
近两年复合增速
2.9%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $186.1M | $197.9M |
| 净利润 | $9.6M | $13.3M |
| 毛利率 | 54.3% | 52.5% |
| 营业利润率 | 6.3% | 9.0% |
| 净利率 | 5.1% | 6.7% |
| 营收同比 | 1.9% | 13.6% |
| 净利润同比 | 89.8% | 143.9% |
| 每股收益（稀释后） | $0.42 | $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MOVRGEN
| Q4 25 | $186.1M | $197.9M | ||
| Q3 25 | $161.8M | $188.8M | ||
| Q2 25 | $131.8M | $182.4M | ||
| Q1 25 | $181.5M | $169.2M | ||
| Q4 24 | $180.5M | $174.1M | ||
| Q3 24 | $157.0M | $154.9M | ||
| Q2 24 | $134.4M | $154.1M | ||
| Q1 24 | $175.8M | $151.3M |
净利润MOVRGEN
| Q4 25 | $9.6M | $13.3M | ||
| Q3 25 | $3.0M | $14.9M | ||
| Q2 25 | $1.4M | $14.9M | ||
| Q1 25 | $8.1M | $5.8M | ||
| Q4 24 | $4.8M | $-30.3M | ||
| Q3 24 | $3.5M | $-654.0K | ||
| Q2 24 | $2.0M | $3.3M | ||
| Q1 24 | $9.8M | $2.1M |
毛利率MOVRGEN
| Q4 25 | 54.3% | 52.5% | ||
| Q3 25 | 54.1% | 53.2% | ||
| Q2 25 | 54.1% | 50.0% | ||
| Q1 25 | 54.2% | 53.6% | ||
| Q4 24 | 53.5% | 26.1% | ||
| Q3 24 | 54.3% | 50.0% | ||
| Q2 24 | 54.3% | 49.8% | ||
| Q1 24 | 53.5% | 49.5% |
营业利润率MOVRGEN
| Q4 25 | 6.3% | 9.0% | ||
| Q3 25 | 2.5% | 8.9% | ||
| Q2 25 | 0.2% | 7.6% | ||
| Q1 25 | 5.1% | 3.9% | ||
| Q4 24 | 3.3% | -17.7% | ||
| Q3 24 | 1.7% | -5.1% | ||
| Q2 24 | 1.6% | 1.0% | ||
| Q1 24 | 6.1% | 1.3% |
净利率MOVRGEN
| Q4 25 | 5.1% | 6.7% | ||
| Q3 25 | 1.8% | 7.9% | ||
| Q2 25 | 1.1% | 8.2% | ||
| Q1 25 | 4.4% | 3.4% | ||
| Q4 24 | 2.7% | -17.4% | ||
| Q3 24 | 2.2% | -0.4% | ||
| Q2 24 | 1.5% | 2.2% | ||
| Q1 24 | 5.6% | 1.4% |
每股收益（稀释后）MOVRGEN
| Q4 25 | $0.42 | $0.24 | ||
| Q3 25 | $0.13 | $0.26 | ||
| Q2 25 | $0.06 | $0.26 | ||
| Q1 25 | $0.36 | $0.10 | ||
| Q4 24 | $0.21 | $-0.55 | ||
| Q3 24 | $0.15 | $-0.01 | ||
| Q2 24 | $0.09 | $0.06 | ||
| Q1 24 | $0.44 | $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 | $183.9M | $767.6M |
| 总债务越低越好 | — | $542.2M |
| 股东权益账面价值 | $497.5M | $2.1B |
| 总资产 | $751.9M | $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MOVRGEN
| Q4 25 | $183.9M | $767.6M | ||
| Q3 25 | $180.5M | $748.7M | ||
| Q2 25 | $203.1M | $708.9M | ||
| Q1 25 | $208.5M | $697.2M | ||
| Q4 24 | $181.5M | $757.4M | ||
| Q3 24 | $198.3M | $784.0M | ||
| Q2 24 | $225.4M | $809.1M | ||
| Q1 24 | $262.1M | $780.6M |
总债务MOVRGEN
| 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MOVRGEN
| Q4 25 | $497.5M | $2.1B | ||
| Q3 25 | $489.9M | $2.1B | ||
| Q2 25 | $493.2M | $2.1B | ||
| Q1 25 | $481.3M | $2.0B | ||
| Q4 24 | $491.3M | $2.0B | ||
| Q3 24 | $492.0M | $2.0B | ||
| Q2 24 | $489.6M | $2.0B | ||
| Q1 24 | $505.9M | $2.0B |
总资产MOVRGEN
| Q4 25 | $751.9M | $2.9B | ||
| Q3 25 | $748.7M | $2.9B | ||
| Q2 25 | $747.2M | $2.9B | ||
| Q1 25 | $729.2M | $2.9B | ||
| Q4 24 | $747.2M | $2.8B | ||
| Q3 24 | $742.5M | $2.8B | ||
| Q2 24 | $736.0M | $2.9B | ||
| Q1 24 | $756.5M | $2.8B |
负债/权益比MOVRGEN
| 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 | $12.3M | $25.7M |
| 自由现金流经营现金流 - 资本支出 | $11.6M | $17.6M |
| 自由现金流率自由现金流/营收 | 6.2% | 8.9% |
| 资本支出强度资本支出/营收 | 0.4% | 4.1% |
| 现金转化率经营现金流/净利润 | 1.28× | 1.93× |
| 过去12个月自由现金流最近4个季度 | $35.3M | $93.9M |
8季度趋势，按日历期对齐
经营现金流MOVRGEN
| Q4 25 | $12.3M | $25.7M | ||
| Q3 25 | $-3.8M | $48.1M | ||
| Q2 25 | $-7.2M | $28.6M | ||
| Q1 25 | $39.1M | $15.0M | ||
| Q4 24 | $-4.7M | $39.2M | ||
| Q3 24 | $-17.8M | $49.3M | ||
| Q2 24 | $-18.1M | $42.2M | ||
| Q1 24 | $69.4M | $44.7M |
自由现金流MOVRGEN
| Q4 25 | $11.6M | $17.6M | ||
| Q3 25 | $-5.1M | $43.4M | ||
| Q2 25 | $-8.7M | $21.5M | ||
| Q1 25 | $37.5M | $11.4M | ||
| Q4 24 | $-7.2M | $33.6M | ||
| Q3 24 | $-20.1M | $42.3M | ||
| Q2 24 | $-19.7M | $37.4M | ||
| Q1 24 | $67.8M | $36.4M |
自由现金流率MOVRGEN
| Q4 25 | 6.2% | 8.9% | ||
| Q3 25 | -3.1% | 23.0% | ||
| Q2 25 | -6.6% | 11.8% | ||
| Q1 25 | 20.7% | 6.8% | ||
| Q4 24 | -4.0% | 19.3% | ||
| Q3 24 | -12.8% | 27.3% | ||
| Q2 24 | -14.7% | 24.3% | ||
| Q1 24 | 38.6% | 24.0% |
资本支出强度MOVRGEN
| Q4 25 | 0.4% | 4.1% | ||
| Q3 25 | 0.8% | 2.5% | ||
| Q2 25 | 1.2% | 3.9% | ||
| Q1 25 | 0.9% | 2.1% | ||
| Q4 24 | 1.4% | 3.2% | ||
| Q3 24 | 1.5% | 4.5% | ||
| Q2 24 | 1.2% | 3.1% | ||
| Q1 24 | 0.9% | 5.5% |
现金转化率MOVRGEN
| Q4 25 | 1.28× | 1.93× | ||
| Q3 25 | -1.27× | 3.23× | ||
| Q2 25 | -5.08× | 1.92× | ||
| Q1 25 | 4.86× | 2.57× | ||
| Q4 24 | -0.98× | — | ||
| Q3 24 | -5.14× | — | ||
| Q2 24 | -8.97× | 12.70× | ||
| Q1 24 | 7.06× | 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
MOV
| Other | $81.4M | 44% |
| Owned Brands Category | $46.0M | 25% |
| Sales Channel Directly To Consumer | $35.3M | 19% |
| Company Stores | $23.4M | 13% |
RGEN
暂无分部数据
