vs
NETSTREIT Corp.（NTST）与REGENXBIO Inc.（RGNX）财务数据对比。点击上方公司名可切换其他公司
NETSTREIT Corp.的季度营收约是REGENXBIO Inc.的1.9倍（$57.1M vs $30.3M），NETSTREIT Corp.净利率更高（10.0% vs -221.3%，领先231.4%），REGENXBIO Inc.同比增速更快（43.0% vs 24.3%），过去两年REGENXBIO Inc.的营收复合增速更高（39.4% vs 20.1%）
NETSTREIT Corp.是一家总部位于美国的房地产投资信托（REIT），专注于收购和运营多元化的单租户净租赁商业物业组合，资产涵盖零售、工业、办公类别，主要服务于美国市场的投资级企业租户。
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。
NTST vs RGNX — 直观对比
营收规模更大
NTST
是对方的1.9倍
$30.3M
营收增速更快
RGNX
高出18.7%
24.3%
净利率更高
NTST
高出231.4%
-221.3%
两年增速更快
RGNX
近两年复合增速
20.1%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $57.1M | $30.3M |
| 净利润 | $5.7M | $-67.1M |
| 毛利率 | — | — |
| 营业利润率 | 34.1% | -190.0% |
| 净利率 | 10.0% | -221.3% |
| 营收同比 | 24.3% | 43.0% |
| 净利润同比 | 235.9% | -31.2% |
| 每股收益（稀释后） | $0.32 | $-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NTSTRGNX
| Q1 26 | $57.1M | — | ||
| Q4 25 | $52.5M | $30.3M | ||
| Q3 25 | $48.3M | $29.7M | ||
| Q2 25 | $48.3M | $21.4M | ||
| Q1 25 | $45.9M | $89.0M | ||
| Q4 24 | $44.1M | $21.2M | ||
| Q3 24 | $41.4M | $24.2M | ||
| Q2 24 | $39.6M | $22.3M |
净利润NTSTRGNX
| Q1 26 | $5.7M | — | ||
| Q4 25 | $1.3M | $-67.1M | ||
| Q3 25 | $618.0K | $-61.9M | ||
| Q2 25 | $3.3M | $-70.9M | ||
| Q1 25 | $1.7M | $6.1M | ||
| Q4 24 | $-5.4M | $-51.2M | ||
| Q3 24 | $-5.3M | $-59.6M | ||
| Q2 24 | $-2.3M | $-53.0M |
毛利率NTSTRGNX
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 70.2% | ||
| Q3 24 | — | 48.8% | ||
| Q2 24 | — | 52.5% |
营业利润率NTSTRGNX
| Q1 26 | 34.1% | — | ||
| Q4 25 | 2.6% | -190.0% | ||
| Q3 25 | 1.3% | -176.3% | ||
| Q2 25 | 6.8% | -296.3% | ||
| Q1 25 | 3.7% | 13.6% | ||
| Q4 24 | -12.3% | -242.1% | ||
| Q3 24 | -12.8% | -256.6% | ||
| Q2 24 | -5.8% | -251.3% |
净利率NTSTRGNX
| Q1 26 | 10.0% | — | ||
| Q4 25 | 2.5% | -221.3% | ||
| Q3 25 | 1.3% | -208.3% | ||
| Q2 25 | 6.8% | -331.8% | ||
| Q1 25 | 3.7% | 6.8% | ||
| Q4 24 | -12.3% | -241.3% | ||
| Q3 24 | -12.8% | -246.3% | ||
| Q2 24 | -5.8% | -237.7% |
每股收益（稀释后）NTSTRGNX
| Q1 26 | $0.32 | — | ||
| Q4 25 | $0.01 | $-1.30 | ||
| Q3 25 | $0.01 | $-1.20 | ||
| Q2 25 | $0.04 | $-1.38 | ||
| Q1 25 | $0.02 | $0.12 | ||
| Q4 24 | $-0.07 | $-0.99 | ||
| Q3 24 | $-0.07 | $-1.17 | ||
| Q2 24 | $-0.03 | $-1.05 |
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 | — | $230.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.5B | $102.7M |
| 总资产 | $2.8B | $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NTSTRGNX
| Q1 26 | — | — | ||
| Q4 25 | — | $230.1M | ||
| Q3 25 | — | $274.2M | ||
| Q2 25 | — | $323.3M | ||
| Q1 25 | — | $267.9M | ||
| Q4 24 | — | $234.7M | ||
| Q3 24 | — | $255.5M | ||
| Q2 24 | — | $290.4M |
总债务NTSTRGNX
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | — | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $926.6M | — | ||
| Q1 25 | $913.3M | — | ||
| Q4 24 | $868.3M | — | ||
| Q3 24 | $778.7M | — | ||
| Q2 24 | $726.2M | — |
股东权益NTSTRGNX
| Q1 26 | $1.5B | — | ||
| Q4 25 | $1.4B | $102.7M | ||
| Q3 25 | $1.3B | $161.5M | ||
| Q2 25 | $1.3B | $213.7M | ||
| Q1 25 | $1.3B | $274.2M | ||
| Q4 24 | $1.3B | $259.7M | ||
| Q3 24 | $1.3B | $301.4M | ||
| Q2 24 | $1.3B | $348.3M |
总资产NTSTRGNX
| Q1 26 | $2.8B | — | ||
| Q4 25 | $2.6B | $453.0M | ||
| Q3 25 | $2.5B | $525.2M | ||
| Q2 25 | $2.3B | $581.0M | ||
| Q1 25 | $2.3B | $490.9M | ||
| Q4 24 | $2.3B | $466.0M | ||
| Q3 24 | $2.2B | $519.1M | ||
| Q2 24 | $2.1B | $569.4M |
负债/权益比NTSTRGNX
| Q1 26 | — | — | ||
| Q4 25 | 0.76× | — | ||
| Q3 25 | 0.84× | — | ||
| Q2 25 | 0.70× | — | ||
| Q1 25 | 0.70× | — | ||
| Q4 24 | 0.65× | — | ||
| Q3 24 | 0.58× | — | ||
| Q2 24 | 0.55× | — |
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 | — | $-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 | — | — |
| 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NTSTRGNX
| Q1 26 | — | — | ||
| Q4 25 | $109.5M | $-52.3M | ||
| Q3 25 | $28.0M | $-56.0M | ||
| Q2 25 | $30.6M | $-49.3M | ||
| Q1 25 | $22.1M | $33.6M | ||
| Q4 24 | $90.2M | $-31.6M | ||
| Q3 24 | $25.1M | $-40.5M | ||
| Q2 24 | $25.4M | $-45.5M |
自由现金流NTSTRGNX
| Q1 26 | — | — | ||
| 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 |
自由现金流率NTSTRGNX
| Q1 26 | — | — | ||
| 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% |
资本支出强度NTSTRGNX
| Q1 26 | — | — | ||
| 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% |
现金转化率NTSTRGNX
| Q1 26 | — | — | ||
| Q4 25 | 82.46× | — | ||
| Q3 25 | 45.27× | — | ||
| Q2 25 | 9.36× | — | ||
| Q1 25 | 13.06× | 5.53× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 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
NTST
| Rental revenue (including reimbursable) | $54.0M | 95% |
| Other | $3.0M | 5% |
RGNX
| Novartis Gene Therapies | $24.2M | 80% |
| Nippon Shinyaku Collaboration And License Agreement | $4.3M | 14% |
| Nippon Shinyaku Services | $1.4M | 5% |
