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PodcastOne, Inc.(PODC)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PodcastOne, Inc.的1.9倍($30.3M vs $15.9M),PodcastOne, Inc.净利率更高(-1.0% vs -221.3%,领先220.4%),REGENXBIO Inc.同比增速更快(43.0% vs 24.8%),PodcastOne, Inc.自由现金流更多($489.0K vs $-52.8M),过去两年REGENXBIO Inc.的营收复合增速更高(39.4% vs 16.4%)
PodcastOne是一家知名音频娱乐企业,专注于播客制作、分发与变现业务,旗下拥有覆盖真实罪案、喜剧、新闻、体育、生活方式等品类的海量原创及授权播客内容,服务全球听众,同时为创作者和品牌提供广告解决方案。
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。
PODC vs RGNX — 直观对比
营收规模更大
RGNX
是对方的1.9倍
$15.9M
营收增速更快
RGNX
高出18.3%
24.8%
净利率更高
PODC
高出220.4%
-221.3%
自由现金流更多
PODC
多$53.3M
$-52.8M
两年增速更快
RGNX
近两年复合增速
16.4%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $15.9M | $30.3M |
| 净利润 | $-154.0K | $-67.1M |
| 毛利率 | 16.5% | — |
| 营业利润率 | -1.0% | -190.0% |
| 净利率 | -1.0% | -221.3% |
| 营收同比 | 24.8% | 43.0% |
| 净利润同比 | 90.3% | -31.2% |
| 每股收益(稀释后) | — | $-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
PODC
RGNX
| Q4 25 | $15.9M | $30.3M | ||
| Q3 25 | $15.2M | $29.7M | ||
| Q2 25 | $15.0M | $21.4M | ||
| Q1 25 | $14.1M | $89.0M | ||
| Q4 24 | $12.7M | $21.2M | ||
| Q3 24 | $12.2M | $24.2M | ||
| Q2 24 | $13.2M | $22.3M | ||
| Q1 24 | $11.7M | $15.6M |
净利润
PODC
RGNX
| Q4 25 | $-154.0K | $-67.1M | ||
| Q3 25 | $-975.0K | $-61.9M | ||
| Q2 25 | $-1.1M | $-70.9M | ||
| Q1 25 | $-1.8M | $6.1M | ||
| Q4 24 | $-1.6M | $-51.2M | ||
| Q3 24 | $-1.7M | $-59.6M | ||
| Q2 24 | $-1.4M | $-53.0M | ||
| Q1 24 | $-1.0M | $-63.3M |
毛利率
PODC
RGNX
| Q4 25 | 16.5% | — | ||
| Q3 25 | 10.6% | — | ||
| Q2 25 | 9.6% | — | ||
| Q1 25 | 10.9% | — | ||
| Q4 24 | 5.7% | 70.2% | ||
| Q3 24 | 8.3% | 48.8% | ||
| Q2 24 | 11.0% | 52.5% | ||
| Q1 24 | 8.9% | 72.6% |
营业利润率
PODC
RGNX
| Q4 25 | -1.0% | -190.0% | ||
| Q3 25 | -6.4% | -176.3% | ||
| Q2 25 | -7.0% | -296.3% | ||
| Q1 25 | -13.0% | 13.6% | ||
| Q4 24 | -12.4% | -242.1% | ||
| Q3 24 | -13.6% | -256.6% | ||
| Q2 24 | -10.4% | -251.3% | ||
| Q1 24 | -10.1% | -408.8% |
净利率
PODC
RGNX
| Q4 25 | -1.0% | -221.3% | ||
| Q3 25 | -6.4% | -208.3% | ||
| Q2 25 | -7.0% | -331.8% | ||
| Q1 25 | -13.1% | 6.8% | ||
| Q4 24 | -12.5% | -241.3% | ||
| Q3 24 | -13.7% | -246.3% | ||
| Q2 24 | -10.4% | -237.7% | ||
| Q1 24 | -9.0% | -405.4% |
每股收益(稀释后)
PODC
RGNX
| Q4 25 | — | $-1.30 | ||
| Q3 25 | — | $-1.20 | ||
| Q2 25 | — | $-1.38 | ||
| Q1 25 | — | $0.12 | ||
| Q4 24 | — | $-0.99 | ||
| Q3 24 | — | $-1.17 | ||
| Q2 24 | — | $-1.05 | ||
| Q1 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 | $3.4M | $230.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $15.8M | $102.7M |
| 总资产 | $24.7M | $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
PODC
RGNX
| Q4 25 | $3.4M | $230.1M | ||
| Q3 25 | $2.7M | $274.2M | ||
| Q2 25 | $1.9M | $323.3M | ||
| Q1 25 | $1.1M | $267.9M | ||
| Q4 24 | $572.0K | $234.7M | ||
| Q3 24 | $1.4M | $255.5M | ||
| Q2 24 | $891.0K | $290.4M | ||
| Q1 24 | $1.4M | $338.7M |
股东权益
PODC
RGNX
| Q4 25 | $15.8M | $102.7M | ||
| Q3 25 | $14.7M | $161.5M | ||
| Q2 25 | $14.7M | $213.7M | ||
| Q1 25 | $15.1M | $274.2M | ||
| Q4 24 | $15.0M | $259.7M | ||
| Q3 24 | $15.5M | $301.4M | ||
| Q2 24 | $15.7M | $348.3M | ||
| Q1 24 | $16.3M | $390.7M |
总资产
PODC
RGNX
| Q4 25 | $24.7M | $453.0M | ||
| Q3 25 | $22.6M | $525.2M | ||
| Q2 25 | $22.3M | $581.0M | ||
| Q1 25 | $20.8M | $490.9M | ||
| Q4 24 | $20.6M | $466.0M | ||
| Q3 24 | $23.1M | $519.1M | ||
| Q2 24 | $24.0M | $569.4M | ||
| Q1 24 | $24.1M | $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 | $579.0K | $-52.3M |
| 自由现金流经营现金流 - 资本支出 | $489.0K | $-52.8M |
| 自由现金流率自由现金流/营收 | 3.1% | -174.0% |
| 资本支出强度资本支出/营收 | 0.6% | 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
PODC
RGNX
| Q4 25 | $579.0K | $-52.3M | ||
| Q3 25 | $877.0K | $-56.0M | ||
| Q2 25 | $903.0K | $-49.3M | ||
| Q1 25 | $506.0K | $33.6M | ||
| Q4 24 | $-763.0K | $-31.6M | ||
| Q3 24 | $525.0K | $-40.5M | ||
| Q2 24 | $-480.0K | $-45.5M | ||
| Q1 24 | — | $-55.5M |
自由现金流
PODC
RGNX
| Q4 25 | $489.0K | $-52.8M | ||
| Q3 25 | — | $-56.5M | ||
| Q2 25 | $791.0K | $-49.7M | ||
| Q1 25 | $505.0K | $32.6M | ||
| Q4 24 | $-783.0K | $-32.7M | ||
| Q3 24 | $464.0K | $-40.9M | ||
| Q2 24 | $-554.0K | $-46.0M | ||
| Q1 24 | — | $-56.0M |
自由现金流率
PODC
RGNX
| Q4 25 | 3.1% | -174.0% | ||
| Q3 25 | — | -189.9% | ||
| Q2 25 | 5.3% | -232.8% | ||
| Q1 25 | 3.6% | 36.6% | ||
| Q4 24 | -6.2% | -154.2% | ||
| Q3 24 | 3.8% | -168.9% | ||
| Q2 24 | -4.2% | -206.2% | ||
| Q1 24 | — | -358.5% |
资本支出强度
PODC
RGNX
| Q4 25 | 0.6% | 1.7% | ||
| Q3 25 | 0.0% | 1.7% | ||
| Q2 25 | 0.7% | 1.8% | ||
| Q1 25 | 0.0% | 1.2% | ||
| Q4 24 | 0.2% | 5.1% | ||
| Q3 24 | 0.5% | 1.3% | ||
| Q2 24 | 0.6% | 2.1% | ||
| Q1 24 | — | 3.6% |
现金转化率
PODC
RGNX
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| 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
PODC
| Other | $9.0M | 56% |
| Barter | $6.9M | 44% |
RGNX
| Novartis Gene Therapies | $24.2M | 80% |
| Nippon Shinyaku Collaboration And License Agreement | $4.3M | 14% |
| Nippon Shinyaku Services | $1.4M | 5% |