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PETMED EXPRESS INC（PETS）与REGENXBIO Inc.（RGNX）财务数据对比。点击上方公司名可切换其他公司
PETMED EXPRESS INC的季度营收约是REGENXBIO Inc.的1.3倍（$40.7M vs $30.3M），PETMED EXPRESS INC净利率更高（-26.0% vs -221.3%，领先195.4%），REGENXBIO Inc.同比增速更快（43.0% vs -23.3%），PETMED EXPRESS INC自由现金流更多（$-9.2M vs $-52.8M），过去两年REGENXBIO Inc.的营收复合增速更高（39.4% vs -20.9%）
PetMed Express，也叫PetMeds，是总部位于美国的线上宠物药房。该企业公开上市，主营宠物处方及非处方药物销售业务，是北美知名的宠物医药线上零售平台。
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。
PETS vs RGNX — 直观对比
营收规模更大
PETS
是对方的1.3倍
$30.3M
营收增速更快
RGNX
高出66.3%
-23.3%
净利率更高
PETS
高出195.4%
-221.3%
自由现金流更多
PETS
多$43.6M
$-52.8M
两年增速更快
RGNX
近两年复合增速
-20.9%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $40.7M | $30.3M |
| 净利润 | $-10.6M | $-67.1M |
| 毛利率 | 23.3% | — |
| 营业利润率 | -25.7% | -190.0% |
| 净利率 | -26.0% | -221.3% |
| 营收同比 | -23.3% | 43.0% |
| 净利润同比 | -1392.6% | -31.2% |
| 每股收益（稀释后） | $-0.50 | $-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PETSRGNX
| Q4 25 | $40.7M | $30.3M | ||
| Q3 25 | $44.4M | $29.7M | ||
| Q2 25 | $51.2M | $21.4M | ||
| Q1 25 | $50.8M | $89.0M | ||
| Q4 24 | $52.0M | $21.2M | ||
| Q3 24 | $58.0M | $24.2M | ||
| Q2 24 | $66.2M | $22.3M | ||
| Q1 24 | $65.1M | $15.6M |
净利润PETSRGNX
| Q4 25 | $-10.6M | $-67.1M | ||
| Q3 25 | $-8.5M | $-61.9M | ||
| Q2 25 | $-34.2M | $-70.9M | ||
| Q1 25 | $-11.6M | $6.1M | ||
| Q4 24 | $-707.0K | $-51.2M | ||
| Q3 24 | $2.3M | $-59.6M | ||
| Q2 24 | $3.8M | $-53.0M | ||
| Q1 24 | $-5.0M | $-63.3M |
毛利率PETSRGNX
| Q4 25 | 23.3% | — | ||
| Q3 25 | 28.0% | — | ||
| Q2 25 | 28.1% | — | ||
| Q1 25 | 29.9% | — | ||
| Q4 24 | 31.0% | 70.2% | ||
| Q3 24 | 32.3% | 48.8% | ||
| Q2 24 | 28.8% | 52.5% | ||
| Q1 24 | 29.3% | 72.6% |
营业利润率PETSRGNX
| Q4 25 | -25.7% | -190.0% | ||
| Q3 25 | -18.9% | -176.3% | ||
| Q2 25 | -66.7% | -296.3% | ||
| Q1 25 | -11.9% | 13.6% | ||
| Q4 24 | -0.9% | -242.1% | ||
| Q3 24 | 1.0% | -256.6% | ||
| Q2 24 | 6.6% | -251.3% | ||
| Q1 24 | -5.9% | -408.8% |
净利率PETSRGNX
| Q4 25 | -26.0% | -221.3% | ||
| Q3 25 | -19.2% | -208.3% | ||
| Q2 25 | -66.7% | -331.8% | ||
| Q1 25 | -22.9% | 6.8% | ||
| Q4 24 | -1.4% | -241.3% | ||
| Q3 24 | 4.0% | -246.3% | ||
| Q2 24 | 5.7% | -237.7% | ||
| Q1 24 | -7.7% | -405.4% |
每股收益（稀释后）PETSRGNX
| Q4 25 | $-0.50 | $-1.30 | ||
| Q3 25 | $-0.41 | $-1.20 | ||
| Q2 25 | $-1.65 | $-1.38 | ||
| Q1 25 | $-0.56 | $0.12 | ||
| Q4 24 | $-0.03 | $-0.99 | ||
| Q3 24 | $0.11 | $-1.17 | ||
| Q2 24 | $0.18 | $-1.05 | ||
| Q1 24 | $-0.24 | $-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 | $26.9M | $230.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $32.8M | $102.7M |
| 总资产 | $88.0M | $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PETSRGNX
| Q4 25 | $26.9M | $230.1M | ||
| Q3 25 | $36.1M | $274.2M | ||
| Q2 25 | $41.1M | $323.3M | ||
| Q1 25 | $54.7M | $267.9M | ||
| Q4 24 | $50.1M | $234.7M | ||
| Q3 24 | $52.0M | $255.5M | ||
| Q2 24 | $46.0M | $290.4M | ||
| Q1 24 | $55.3M | $338.7M |
股东权益PETSRGNX
| Q4 25 | $32.8M | $102.7M | ||
| Q3 25 | $43.1M | $161.5M | ||
| Q2 25 | $51.5M | $213.7M | ||
| Q1 25 | $85.1M | $274.2M | ||
| Q4 24 | $96.2M | $259.7M | ||
| Q3 24 | $96.4M | $301.4M | ||
| Q2 24 | $93.5M | $348.3M | ||
| Q1 24 | $96.7M | $390.7M |
总资产PETSRGNX
| Q4 25 | $88.0M | $453.0M | ||
| Q3 25 | $100.3M | $525.2M | ||
| Q2 25 | $109.8M | $581.0M | ||
| Q1 25 | $148.7M | $490.9M | ||
| Q4 24 | $144.8M | $466.0M | ||
| Q3 24 | $146.0M | $519.1M | ||
| Q2 24 | $152.7M | $569.4M | ||
| Q1 24 | $169.9M | $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 | $-9.2M | $-52.3M |
| 自由现金流经营现金流 - 资本支出 | $-9.2M | $-52.8M |
| 自由现金流率自由现金流/营收 | -22.7% | -174.0% |
| 资本支出强度资本支出/营收 | 0.1% | 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 | $-23.0M | $-126.4M |
8季度趋势，按日历期对齐
经营现金流PETSRGNX
| Q4 25 | $-9.2M | $-52.3M | ||
| Q3 25 | $-2.2M | $-56.0M | ||
| Q2 25 | $-12.3M | $-49.3M | ||
| Q1 25 | $7.0M | $33.6M | ||
| Q4 24 | $-1.2M | $-31.6M | ||
| Q3 24 | $7.4M | $-40.5M | ||
| Q2 24 | $-8.5M | $-45.5M | ||
| Q1 24 | $7.1M | $-55.5M |
自由现金流PETSRGNX
| Q4 25 | $-9.2M | $-52.8M | ||
| Q3 25 | $-4.8M | $-56.5M | ||
| Q2 25 | $-13.6M | $-49.7M | ||
| Q1 25 | $4.6M | $32.6M | ||
| Q4 24 | $-1.9M | $-32.7M | ||
| Q3 24 | $6.1M | $-40.9M | ||
| Q2 24 | $-9.2M | $-46.0M | ||
| Q1 24 | $5.9M | $-56.0M |
自由现金流率PETSRGNX
| Q4 25 | -22.7% | -174.0% | ||
| Q3 25 | -10.8% | -189.9% | ||
| Q2 25 | -26.5% | -232.8% | ||
| Q1 25 | 9.1% | 36.6% | ||
| Q4 24 | -3.7% | -154.2% | ||
| Q3 24 | 10.6% | -168.9% | ||
| Q2 24 | -13.9% | -206.2% | ||
| Q1 24 | 9.0% | -358.5% |
资本支出强度PETSRGNX
| Q4 25 | 0.1% | 1.7% | ||
| Q3 25 | 5.9% | 1.7% | ||
| Q2 25 | 2.5% | 1.8% | ||
| Q1 25 | 4.7% | 1.2% | ||
| Q4 24 | 1.5% | 5.1% | ||
| Q3 24 | 2.2% | 1.3% | ||
| Q2 24 | 1.0% | 2.1% | ||
| Q1 24 | 1.9% | 3.6% |
现金转化率PETSRGNX
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 5.53× | ||
| Q4 24 | — | — | ||
| Q3 24 | 3.18× | — | ||
| Q2 24 | -2.27× | — | ||
| 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
PETS
| Reorder | $34.0M | 84% |
| New Order | $5.0M | 12% |
| Membership Fees | $1.6M | 4% |
RGNX
| Novartis Gene Therapies | $24.2M | 80% |
| Nippon Shinyaku Collaboration And License Agreement | $4.3M | 14% |
| Nippon Shinyaku Services | $1.4M | 5% |
