vs
ORION ENERGY SYSTEMS, INC.（OESX）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ORION ENERGY SYSTEMS, INC.的1.4倍（$30.3M vs $21.1M），ORION ENERGY SYSTEMS, INC.净利率更高（0.8% vs -221.3%，领先222.1%），REGENXBIO Inc.同比增速更快（43.0% vs 7.7%），ORION ENERGY SYSTEMS, INC.自由现金流更多（$-1.1M vs $-52.8M），过去两年REGENXBIO Inc.的营收复合增速更高（39.4% vs -10.6%）
猎户座能源系统公司是一家美国企业，主营LED照明产品与智能控制系统，公司最初创立于威斯康星州普利茅斯，目前总部设于威斯康星州马尼托沃克。
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。
OESX vs RGNX — 直观对比
营收规模更大
RGNX
是对方的1.4倍
$21.1M
营收增速更快
RGNX
高出35.3%
7.7%
净利率更高
OESX
高出222.1%
-221.3%
自由现金流更多
OESX
多$51.6M
$-52.8M
两年增速更快
RGNX
近两年复合增速
-10.6%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $21.1M | $30.3M |
| 净利润 | $160.0K | $-67.1M |
| 毛利率 | 30.9% | — |
| 营业利润率 | 1.8% | -190.0% |
| 净利率 | 0.8% | -221.3% |
| 营收同比 | 7.7% | 43.0% |
| 净利润同比 | 110.6% | -31.2% |
| 每股收益（稀释后） | $0.04 | $-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OESXRGNX
| Q4 25 | $21.1M | $30.3M | ||
| Q3 25 | $19.9M | $29.7M | ||
| Q2 25 | $19.6M | $21.4M | ||
| Q1 25 | $20.9M | $89.0M | ||
| Q4 24 | $19.6M | $21.2M | ||
| Q3 24 | $19.4M | $24.2M | ||
| Q2 24 | $19.9M | $22.3M | ||
| Q1 24 | $26.4M | $15.6M |
净利润OESXRGNX
| Q4 25 | $160.0K | $-67.1M | ||
| Q3 25 | $-581.0K | $-61.9M | ||
| Q2 25 | $-1.2M | $-70.9M | ||
| Q1 25 | $-2.9M | $6.1M | ||
| Q4 24 | $-1.5M | $-51.2M | ||
| Q3 24 | $-3.6M | $-59.6M | ||
| Q2 24 | $-3.8M | $-53.0M | ||
| Q1 24 | $1.6M | $-63.3M |
毛利率OESXRGNX
| Q4 25 | 30.9% | — | ||
| Q3 25 | 31.0% | — | ||
| Q2 25 | 30.1% | — | ||
| Q1 25 | 27.4% | — | ||
| Q4 24 | 29.4% | 70.2% | ||
| Q3 24 | 23.1% | 48.8% | ||
| Q2 24 | 21.6% | 52.5% | ||
| Q1 24 | 25.8% | 72.6% |
营业利润率OESXRGNX
| Q4 25 | 1.8% | -190.0% | ||
| Q3 25 | -1.2% | -176.3% | ||
| Q2 25 | -5.2% | -296.3% | ||
| Q1 25 | -12.7% | 13.6% | ||
| Q4 24 | -6.4% | -242.1% | ||
| Q3 24 | -16.9% | -256.6% | ||
| Q2 24 | -17.2% | -251.3% | ||
| Q1 24 | 6.8% | -408.8% |
净利率OESXRGNX
| Q4 25 | 0.8% | -221.3% | ||
| Q3 25 | -2.9% | -208.3% | ||
| Q2 25 | -6.4% | -331.8% | ||
| Q1 25 | -13.9% | 6.8% | ||
| Q4 24 | -7.7% | -241.3% | ||
| Q3 24 | -18.7% | -246.3% | ||
| Q2 24 | -18.9% | -237.7% | ||
| Q1 24 | 6.1% | -405.4% |
每股收益（稀释后）OESXRGNX
| Q4 25 | $0.04 | $-1.30 | ||
| Q3 25 | $-0.17 | $-1.20 | ||
| Q2 25 | $-0.04 | $-1.38 | ||
| Q1 25 | $1.32 | $0.12 | ||
| Q4 24 | $-0.46 | $-0.99 | ||
| Q3 24 | $-1.10 | $-1.17 | ||
| Q2 24 | $-0.12 | $-1.05 | ||
| Q1 24 | $0.06 | $-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 | $4.7M | $230.1M |
| 总债务越低越好 | $9.8M | — |
| 股东权益账面价值 | $11.8M | $102.7M |
| 总资产 | $48.3M | $453.0M |
| 负债/权益比越低杠杆越低 | 0.83× | — |
8季度趋势，按日历期对齐
现金及短期投资OESXRGNX
| Q4 25 | $4.7M | $230.1M | ||
| Q3 25 | $5.2M | $274.2M | ||
| Q2 25 | $3.6M | $323.3M | ||
| Q1 25 | $6.0M | $267.9M | ||
| Q4 24 | $7.5M | $234.7M | ||
| Q3 24 | $5.4M | $255.5M | ||
| Q2 24 | $5.7M | $290.4M | ||
| Q1 24 | $5.2M | $338.7M |
总债务OESXRGNX
| Q4 25 | $9.8M | — | ||
| Q3 25 | $9.9M | — | ||
| Q2 25 | $8.5M | — | ||
| Q1 25 | $10.3M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $12.5M | — | ||
| Q2 24 | $13.5M | — | ||
| Q1 24 | $10.0M | — |
股东权益OESXRGNX
| Q4 25 | $11.8M | $102.7M | ||
| Q3 25 | $11.4M | $161.5M | ||
| Q2 25 | $10.8M | $213.7M | ||
| Q1 25 | $11.9M | $274.2M | ||
| Q4 24 | $14.5M | $259.7M | ||
| Q3 24 | $15.8M | $301.4M | ||
| Q2 24 | $19.1M | $348.3M | ||
| Q1 24 | $22.5M | $390.7M |
总资产OESXRGNX
| Q4 25 | $48.3M | $453.0M | ||
| Q3 25 | $47.9M | $525.2M | ||
| Q2 25 | $49.0M | $581.0M | ||
| Q1 25 | $52.5M | $490.9M | ||
| Q4 24 | $52.7M | $466.0M | ||
| Q3 24 | $56.3M | $519.1M | ||
| Q2 24 | $59.8M | $569.4M | ||
| Q1 24 | $63.2M | $629.2M |
负债/权益比OESXRGNX
| Q4 25 | 0.83× | — | ||
| Q3 25 | 0.87× | — | ||
| Q2 25 | 0.79× | — | ||
| Q1 25 | 0.87× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.79× | — | ||
| Q2 24 | 0.71× | — | ||
| Q1 24 | 0.44× | — |
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 | $-897.0K | $-52.3M |
| 自由现金流经营现金流 - 资本支出 | $-1.1M | $-52.8M |
| 自由现金流率自由现金流/营收 | -5.4% | -174.0% |
| 资本支出强度资本支出/营收 | 1.2% | 1.7% |
| 现金转化率经营现金流/净利润 | -5.61× | — |
| 过去12个月自由现金流最近4个季度 | $-905.0K | $-126.4M |
8季度趋势，按日历期对齐
经营现金流OESXRGNX
| Q4 25 | $-897.0K | $-52.3M | ||
| Q3 25 | $1.8M | $-56.0M | ||
| Q2 25 | $-515.0K | $-49.3M | ||
| Q1 25 | $-699.0K | $33.6M | ||
| Q4 24 | $3.8M | $-31.6M | ||
| Q3 24 | $498.0K | $-40.5M | ||
| Q2 24 | $-3.0M | $-45.5M | ||
| Q1 24 | $175.0K | $-55.5M |
自由现金流OESXRGNX
| Q4 25 | $-1.1M | $-52.8M | ||
| Q3 25 | $1.6M | $-56.5M | ||
| Q2 25 | $-570.0K | $-49.7M | ||
| Q1 25 | $-750.0K | $32.6M | ||
| Q4 24 | $3.7M | $-32.7M | ||
| Q3 24 | $493.0K | $-40.9M | ||
| Q2 24 | $-3.0M | $-46.0M | ||
| Q1 24 | $144.0K | $-56.0M |
自由现金流率OESXRGNX
| Q4 25 | -5.4% | -174.0% | ||
| Q3 25 | 7.9% | -189.9% | ||
| Q2 25 | -2.9% | -232.8% | ||
| Q1 25 | -3.6% | 36.6% | ||
| Q4 24 | 19.1% | -154.2% | ||
| Q3 24 | 2.5% | -168.9% | ||
| Q2 24 | -15.0% | -206.2% | ||
| Q1 24 | 0.5% | -358.5% |
资本支出强度OESXRGNX
| Q4 25 | 1.2% | 1.7% | ||
| Q3 25 | 1.3% | 1.7% | ||
| Q2 25 | 0.3% | 1.8% | ||
| Q1 25 | 0.2% | 1.2% | ||
| Q4 24 | 0.1% | 5.1% | ||
| Q3 24 | 0.0% | 1.3% | ||
| Q2 24 | 0.1% | 2.1% | ||
| Q1 24 | 0.1% | 3.6% |
现金转化率OESXRGNX
| Q4 25 | -5.61× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 5.53× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 0.11× | — |
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
OESX
| Lighting Product And Installation | $11.9M | 56% |
| Electric Vehicle Charging Systems | $4.7M | 22% |
| Maintenance Services | $4.4M | 21% |
RGNX
| Novartis Gene Therapies | $24.2M | 80% |
| Nippon Shinyaku Collaboration And License Agreement | $4.3M | 14% |
| Nippon Shinyaku Services | $1.4M | 5% |
