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美格纳半导体（MX）与REGENXBIO Inc.（RGNX）财务数据对比。点击上方公司名可切换其他公司
美格纳半导体的季度营收约是REGENXBIO Inc.的1.3倍（$40.6M vs $30.3M），美格纳半导体净利率更高（-19.9% vs -221.3%，领先201.4%），REGENXBIO Inc.同比增速更快（43.0% vs -20.7%），美格纳半导体自由现金流更多（$-4.8M vs $-52.8M），过去两年REGENXBIO Inc.的营收复合增速更高（39.4% vs -3.4%）
美格纳半导体是一家全球化半导体设计制造企业，核心产品涵盖显示驱动芯片、电源管理芯片及传感器解决方案，广泛服务消费电子、汽车、工业、通信等领域的全球头部客户。
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。
MX vs RGNX — 直观对比
营收规模更大
MX
是对方的1.3倍
$30.3M
营收增速更快
RGNX
高出63.7%
-20.7%
净利率更高
MX
高出201.4%
-221.3%
自由现金流更多
MX
多$48.0M
$-52.8M
两年增速更快
RGNX
近两年复合增速
-3.4%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $40.6M | $30.3M |
| 净利润 | $-8.1M | $-67.1M |
| 毛利率 | 9.3% | — |
| 营业利润率 | -26.1% | -190.0% |
| 净利率 | -19.9% | -221.3% |
| 营收同比 | -20.7% | 43.0% |
| 净利润同比 | 50.4% | -31.2% |
| 每股收益（稀释后） | $-0.23 | $-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MXRGNX
| Q4 25 | $40.6M | $30.3M | ||
| Q3 25 | $45.9M | $29.7M | ||
| Q2 25 | $47.6M | $21.4M | ||
| Q1 25 | $44.7M | $89.0M | ||
| Q4 24 | $51.2M | $21.2M | ||
| Q3 24 | $55.4M | $24.2M | ||
| Q2 24 | $46.4M | $22.3M | ||
| Q1 24 | $43.4M | $15.6M |
净利润MXRGNX
| Q4 25 | $-8.1M | $-67.1M | ||
| Q3 25 | $-13.1M | $-61.9M | ||
| Q2 25 | $323.0K | $-70.9M | ||
| Q1 25 | $-8.9M | $6.1M | ||
| Q4 24 | $-16.3M | $-51.2M | ||
| Q3 24 | $-9.6M | $-59.6M | ||
| Q2 24 | $-13.0M | $-53.0M | ||
| Q1 24 | $-15.4M | $-63.3M |
毛利率MXRGNX
| Q4 25 | 9.3% | — | ||
| Q3 25 | 18.6% | — | ||
| Q2 25 | 20.4% | — | ||
| Q1 25 | 20.9% | — | ||
| Q4 24 | 21.7% | 70.2% | ||
| Q3 24 | 20.8% | 48.8% | ||
| Q2 24 | 21.1% | 52.5% | ||
| Q1 24 | 14.6% | 72.6% |
营业利润率MXRGNX
| Q4 25 | -26.1% | -190.0% | ||
| Q3 25 | -25.1% | -176.3% | ||
| Q2 25 | -15.6% | -296.3% | ||
| Q1 25 | -14.1% | 13.6% | ||
| Q4 24 | -12.5% | -242.1% | ||
| Q3 24 | -8.1% | -256.6% | ||
| Q2 24 | -12.3% | -251.3% | ||
| Q1 24 | -21.6% | -408.8% |
净利率MXRGNX
| Q4 25 | -19.9% | -221.3% | ||
| Q3 25 | -28.5% | -208.3% | ||
| Q2 25 | 0.7% | -331.8% | ||
| Q1 25 | -19.9% | 6.8% | ||
| Q4 24 | -31.8% | -241.3% | ||
| Q3 24 | -17.3% | -246.3% | ||
| Q2 24 | -28.0% | -237.7% | ||
| Q1 24 | -35.5% | -405.4% |
每股收益（稀释后）MXRGNX
| Q4 25 | $-0.23 | $-1.30 | ||
| Q3 25 | $-0.36 | $-1.20 | ||
| Q2 25 | $0.01 | $-1.38 | ||
| Q1 25 | $-0.24 | $0.12 | ||
| Q4 24 | $-0.44 | $-0.99 | ||
| Q3 24 | $-0.26 | $-1.17 | ||
| Q2 24 | $-0.34 | $-1.05 | ||
| Q1 24 | $-0.40 | $-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 | $103.8M | $230.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $248.3M | $102.7M |
| 总资产 | $351.5M | $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MXRGNX
| Q4 25 | $103.8M | $230.1M | ||
| Q3 25 | $108.0M | $274.2M | ||
| Q2 25 | $113.3M | $323.3M | ||
| Q1 25 | $132.7M | $267.9M | ||
| Q4 24 | $138.6M | $234.7M | ||
| Q3 24 | $151.1M | $255.5M | ||
| Q2 24 | $162.5M | $290.4M | ||
| Q1 24 | $171.6M | $338.7M |
股东权益MXRGNX
| Q4 25 | $248.3M | $102.7M | ||
| Q3 25 | $255.3M | $161.5M | ||
| Q2 25 | $270.2M | $213.7M | ||
| Q1 25 | $269.2M | $274.2M | ||
| Q4 24 | $276.8M | $259.7M | ||
| Q3 24 | $299.6M | $301.4M | ||
| Q2 24 | $305.8M | $348.3M | ||
| Q1 24 | $321.9M | $390.7M |
总资产MXRGNX
| Q4 25 | $351.5M | $453.0M | ||
| Q3 25 | $359.6M | $525.2M | ||
| Q2 25 | $370.5M | $581.0M | ||
| Q1 25 | $373.9M | $490.9M | ||
| Q4 24 | $379.3M | $466.0M | ||
| Q3 24 | $411.4M | $519.1M | ||
| Q2 24 | $412.7M | $569.4M | ||
| Q1 24 | $426.2M | $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 | $5.4M | $-52.3M |
| 自由现金流经营现金流 - 资本支出 | $-4.8M | $-52.8M |
| 自由现金流率自由现金流/营收 | -11.9% | -174.0% |
| 资本支出强度资本支出/营收 | 25.3% | 1.7% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $-54.2M | $-126.4M |
8季度趋势，按日历期对齐
经营现金流MXRGNX
| Q4 25 | $5.4M | $-52.3M | ||
| Q3 25 | $162.0K | $-56.0M | ||
| Q2 25 | $-25.1M | $-49.3M | ||
| Q1 25 | $-4.7M | $33.6M | ||
| Q4 24 | $11.9M | $-31.6M | ||
| Q3 24 | $-12.9M | $-40.5M | ||
| Q2 24 | $-1.1M | $-45.5M | ||
| Q1 24 | $-4.0M | $-55.5M |
自由现金流MXRGNX
| Q4 25 | $-4.8M | $-52.8M | ||
| Q3 25 | $-7.5M | $-56.5M | ||
| Q2 25 | $-37.0M | $-49.7M | ||
| Q1 25 | $-4.9M | $32.6M | ||
| Q4 24 | $4.4M | $-32.7M | ||
| Q3 24 | $-15.5M | $-40.9M | ||
| Q2 24 | $-2.0M | $-46.0M | ||
| Q1 24 | $-4.6M | $-56.0M |
自由现金流率MXRGNX
| Q4 25 | -11.9% | -174.0% | ||
| Q3 25 | -16.3% | -189.9% | ||
| Q2 25 | -77.7% | -232.8% | ||
| Q1 25 | -10.9% | 36.6% | ||
| Q4 24 | 8.7% | -154.2% | ||
| Q3 24 | -28.0% | -168.9% | ||
| Q2 24 | -4.3% | -206.2% | ||
| Q1 24 | -10.7% | -358.5% |
资本支出强度MXRGNX
| Q4 25 | 25.3% | 1.7% | ||
| Q3 25 | 16.7% | 1.7% | ||
| Q2 25 | 24.9% | 1.8% | ||
| Q1 25 | 0.5% | 1.2% | ||
| Q4 24 | 14.5% | 5.1% | ||
| Q3 24 | 4.7% | 1.3% | ||
| Q2 24 | 1.9% | 2.1% | ||
| Q1 24 | 1.5% | 3.6% |
现金转化率MXRGNX
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | -77.81× | — | ||
| Q1 25 | — | 5.53× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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
MX
| Power Analog Solutions | $36.8M | 91% |
| Power Ic | $3.8M | 9% |
RGNX
| Novartis Gene Therapies | $24.2M | 80% |
| Nippon Shinyaku Collaboration And License Agreement | $4.3M | 14% |
| Nippon Shinyaku Services | $1.4M | 5% |
