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PagerDuty, Inc.（PD）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PagerDuty, Inc.的1.6倍（$197.9M vs $124.5M），PagerDuty, Inc.净利率更高（129.7% vs 6.7%，领先123.0%），REPLIGEN CORP同比增速更快（13.6% vs 4.7%），PagerDuty, Inc.自由现金流更多（$24.1M vs $17.6M），过去两年REPLIGEN CORP的营收复合增速更高（14.4% vs 5.9%）
PagerDuty是一家美国云计算企业，主打面向IT运维部门的SaaS事件管理平台，可帮助企业实时响应运维异常、快速定位并处理故障，保障业务系统稳定运行，目前已成为全球IT运维领域广受认可的数字化解决方案服务商。
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。
PD vs RGEN — 直观对比
营收规模更大
RGEN
是对方的1.6倍
$124.5M
营收增速更快
RGEN
高出8.9%
4.7%
净利率更高
PD
高出123.0%
6.7%
自由现金流更多
PD
多$6.5M
$17.6M
两年增速更快
RGEN
近两年复合增速
5.9%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $124.5M | $197.9M |
| 净利润 | $161.6M | $13.3M |
| 毛利率 | 85.3% | 52.5% |
| 营业利润率 | 6.5% | 9.0% |
| 净利率 | 129.7% | 6.7% |
| 营收同比 | 4.7% | 13.6% |
| 净利润同比 | 2827.7% | 143.9% |
| 每股收益（稀释后） | $1.69 | $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PDRGEN
| Q4 25 | $124.5M | $197.9M | ||
| Q3 25 | $123.4M | $188.8M | ||
| Q2 25 | $119.8M | $182.4M | ||
| Q1 25 | $121.4M | $169.2M | ||
| Q4 24 | $118.9M | $174.1M | ||
| Q3 24 | $115.9M | $154.9M | ||
| Q2 24 | $111.2M | $154.1M | ||
| Q1 24 | $111.1M | $151.3M |
净利润PDRGEN
| Q4 25 | $161.6M | $13.3M | ||
| Q3 25 | $9.6M | $14.9M | ||
| Q2 25 | $-7.2M | $14.9M | ||
| Q1 25 | $-8.8M | $5.8M | ||
| Q4 24 | $-5.9M | $-30.3M | ||
| Q3 24 | $-10.9M | $-654.0K | ||
| Q2 24 | $-17.1M | $3.3M | ||
| Q1 24 | $-28.2M | $2.1M |
毛利率PDRGEN
| Q4 25 | 85.3% | 52.5% | ||
| Q3 25 | 84.6% | 53.2% | ||
| Q2 25 | 84.0% | 50.0% | ||
| Q1 25 | 83.6% | 53.6% | ||
| Q4 24 | 83.0% | 26.1% | ||
| Q3 24 | 82.7% | 50.0% | ||
| Q2 24 | 82.6% | 49.8% | ||
| Q1 24 | 81.7% | 49.5% |
营业利润率PDRGEN
| Q4 25 | 6.5% | 9.0% | ||
| Q3 25 | 2.9% | 8.9% | ||
| Q2 25 | -8.6% | 7.6% | ||
| Q1 25 | -9.6% | 3.9% | ||
| Q4 24 | -8.7% | -17.7% | ||
| Q3 24 | -13.8% | -5.1% | ||
| Q2 24 | -19.5% | 1.0% | ||
| Q1 24 | -30.1% | 1.3% |
净利率PDRGEN
| Q4 25 | 129.7% | 6.7% | ||
| Q3 25 | 7.8% | 7.9% | ||
| Q2 25 | -6.0% | 8.2% | ||
| Q1 25 | -7.2% | 3.4% | ||
| Q4 24 | -5.0% | -17.4% | ||
| Q3 24 | -9.4% | -0.4% | ||
| Q2 24 | -15.4% | 2.2% | ||
| Q1 24 | -25.3% | 1.4% |
每股收益（稀释后）PDRGEN
| Q4 25 | $1.69 | $0.24 | ||
| Q3 25 | $0.10 | $0.26 | ||
| Q2 25 | $-0.07 | $0.26 | ||
| Q1 25 | $-0.12 | $0.10 | ||
| Q4 24 | $-0.07 | $-0.55 | ||
| Q3 24 | $-0.14 | $-0.01 | ||
| Q2 24 | $-0.26 | $0.06 | ||
| Q1 24 | $-0.34 | $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 | $547.8M | $767.6M |
| 总债务越低越好 | — | $542.2M |
| 股东权益账面价值 | $320.5M | $2.1B |
| 总资产 | $1.0B | $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PDRGEN
| Q4 25 | $547.8M | $767.6M | ||
| Q3 25 | $567.9M | $748.7M | ||
| Q2 25 | $597.1M | $708.9M | ||
| Q1 25 | $570.8M | $697.2M | ||
| Q4 24 | $542.2M | $757.4M | ||
| Q3 24 | $599.3M | $784.0M | ||
| Q2 24 | $592.8M | $809.1M | ||
| Q1 24 | $571.2M | $780.6M |
总债务PDRGEN
| Q4 25 | — | $542.2M | ||
| Q3 25 | — | $537.9M | ||
| Q2 25 | — | — | ||
| Q1 25 | $484.5M | — | ||
| Q4 24 | — | $525.6M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $489.5M | — |
股东权益PDRGEN
| Q4 25 | $320.5M | $2.1B | ||
| Q3 25 | $180.7M | $2.1B | ||
| Q2 25 | $145.7M | $2.1B | ||
| Q1 25 | $129.8M | $2.0B | ||
| Q4 24 | $111.6M | $2.0B | ||
| Q3 24 | $164.7M | $2.0B | ||
| Q2 24 | $174.0M | $2.0B | ||
| Q1 24 | $171.6M | $2.0B |
总资产PDRGEN
| Q4 25 | $1.0B | $2.9B | ||
| Q3 25 | $891.5M | $2.9B | ||
| Q2 25 | $926.8M | $2.9B | ||
| Q1 25 | $927.3M | $2.9B | ||
| Q4 24 | $866.8M | $2.8B | ||
| Q3 24 | $916.0M | $2.8B | ||
| Q2 24 | $924.0M | $2.9B | ||
| Q1 24 | $925.3M | $2.8B |
负债/权益比PDRGEN
| Q4 25 | — | 0.26× | ||
| Q3 25 | — | 0.26× | ||
| Q2 25 | — | — | ||
| Q1 25 | 3.73× | — | ||
| Q4 24 | — | 0.27× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 2.85× | — |
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 | $24.8M | $25.7M |
| 自由现金流经营现金流 - 资本支出 | $24.1M | $17.6M |
| 自由现金流率自由现金流/营收 | 19.3% | 8.9% |
| 资本支出强度资本支出/营收 | 0.6% | 4.1% |
| 现金转化率经营现金流/净利润 | 0.15× | 1.93× |
| 过去12个月自由现金流最近4个季度 | $117.6M | $93.9M |
8季度趋势，按日历期对齐
经营现金流PDRGEN
| Q4 25 | $24.8M | $25.7M | ||
| Q3 25 | $34.0M | $48.1M | ||
| Q2 25 | $30.7M | $28.6M | ||
| Q1 25 | $31.4M | $15.0M | ||
| Q4 24 | $22.1M | $39.2M | ||
| Q3 24 | $35.8M | $49.3M | ||
| Q2 24 | $28.6M | $42.2M | ||
| Q1 24 | $22.2M | $44.7M |
自由现金流PDRGEN
| Q4 25 | $24.1M | $17.6M | ||
| Q3 25 | $33.1M | $43.4M | ||
| Q2 25 | $30.2M | $21.5M | ||
| Q1 25 | $30.3M | $11.4M | ||
| Q4 24 | $21.5M | $33.6M | ||
| Q3 24 | $35.1M | $42.3M | ||
| Q2 24 | $28.2M | $37.4M | ||
| Q1 24 | $21.2M | $36.4M |
自由现金流率PDRGEN
| Q4 25 | 19.3% | 8.9% | ||
| Q3 25 | 26.8% | 23.0% | ||
| Q2 25 | 25.2% | 11.8% | ||
| Q1 25 | 24.9% | 6.8% | ||
| Q4 24 | 18.1% | 19.3% | ||
| Q3 24 | 30.3% | 27.3% | ||
| Q2 24 | 25.4% | 24.3% | ||
| Q1 24 | 19.1% | 24.0% |
资本支出强度PDRGEN
| Q4 25 | 0.6% | 4.1% | ||
| Q3 25 | 0.7% | 2.5% | ||
| Q2 25 | 0.4% | 3.9% | ||
| Q1 25 | 0.9% | 2.1% | ||
| Q4 24 | 0.5% | 3.2% | ||
| Q3 24 | 0.5% | 4.5% | ||
| Q2 24 | 0.4% | 3.1% | ||
| Q1 24 | 0.9% | 5.5% |
现金转化率PDRGEN
| Q4 25 | 0.15× | 1.93× | ||
| Q3 25 | 3.55× | 3.23× | ||
| Q2 25 | — | 1.92× | ||
| Q1 25 | — | 2.57× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 12.70× | ||
| Q1 24 | — | 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
PD
| US | $88.8M | 71% |
| Non Us | $35.7M | 29% |
RGEN
暂无分部数据
