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简柏特（REXR）与REPLIGEN CORP（RGEN）财务数据对比。点击上方公司名可切换其他公司
简柏特的季度营收约是REPLIGEN CORP的1.2倍（$245.1M vs $197.9M），REPLIGEN CORP净利率更高（6.7% vs 0.5%，领先6.2%），REPLIGEN CORP同比增速更快（13.6% vs -2.9%），过去两年REPLIGEN CORP的营收复合增速更高（14.4% vs 1.6%）
简柏特是全球知名的信息技术服务、咨询及外包提供商，成立于印度古尔冈，注册地为百慕大，总部设于美国纽约。目前全球员工超12.5万人，服务覆盖30余个国家，于纽交所上市，2023年营收达44.8亿美元。
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。
REXR vs RGEN — 直观对比
营收规模更大
REXR
是对方的1.2倍
$197.9M
营收增速更快
RGEN
高出16.5%
-2.9%
净利率更高
RGEN
高出6.2%
0.5%
两年增速更快
RGEN
近两年复合增速
1.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $245.1M | $197.9M |
| 净利润 | $1.2M | $13.3M |
| 毛利率 | — | 52.5% |
| 营业利润率 | 41.0% | 9.0% |
| 净利率 | 0.5% | 6.7% |
| 营收同比 | -2.9% | 13.6% |
| 净利润同比 | 27.7% | 143.9% |
| 每股收益（稀释后） | $0.38 | $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REXRRGEN
| Q1 26 | $245.1M | — | ||
| Q4 25 | $248.1M | $197.9M | ||
| Q3 25 | $253.2M | $188.8M | ||
| Q2 25 | $249.5M | $182.4M | ||
| Q1 25 | $252.3M | $169.2M | ||
| Q4 24 | $242.9M | $174.1M | ||
| Q3 24 | $241.8M | $154.9M | ||
| Q2 24 | $237.6M | $154.1M |
净利润REXRRGEN
| Q1 26 | $1.2M | — | ||
| Q4 25 | — | $13.3M | ||
| Q3 25 | $89.9M | $14.9M | ||
| Q2 25 | $116.3M | $14.9M | ||
| Q1 25 | $71.2M | $5.8M | ||
| Q4 24 | $64.9M | $-30.3M | ||
| Q3 24 | $67.8M | $-654.0K | ||
| Q2 24 | $82.5M | $3.3M |
毛利率REXRRGEN
| Q1 26 | — | — | ||
| Q4 25 | — | 52.5% | ||
| Q3 25 | — | 53.2% | ||
| Q2 25 | — | 50.0% | ||
| Q1 25 | — | 53.6% | ||
| Q4 24 | — | 26.1% | ||
| Q3 24 | — | 50.0% | ||
| Q2 24 | — | 49.8% |
营业利润率REXRRGEN
| Q1 26 | 41.0% | — | ||
| Q4 25 | — | 9.0% | ||
| Q3 25 | — | 8.9% | ||
| Q2 25 | — | 7.6% | ||
| Q1 25 | — | 3.9% | ||
| Q4 24 | — | -17.7% | ||
| Q3 24 | — | -5.1% | ||
| Q2 24 | — | 1.0% |
净利率REXRRGEN
| Q1 26 | 0.5% | — | ||
| Q4 25 | — | 6.7% | ||
| Q3 25 | 35.5% | 7.9% | ||
| Q2 25 | 46.6% | 8.2% | ||
| Q1 25 | 28.2% | 3.4% | ||
| Q4 24 | 26.7% | -17.4% | ||
| Q3 24 | 28.0% | -0.4% | ||
| Q2 24 | 34.7% | 2.2% |
每股收益（稀释后）REXRRGEN
| Q1 26 | $0.38 | — | ||
| Q4 25 | — | $0.24 | ||
| Q3 25 | $0.37 | $0.26 | ||
| Q2 25 | $0.48 | $0.26 | ||
| Q1 25 | $0.30 | $0.10 | ||
| Q4 24 | $0.26 | $-0.55 | ||
| Q3 24 | $0.30 | $-0.01 | ||
| Q2 24 | $0.37 | $0.06 |
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 | $51.7M | $767.6M |
| 总债务越低越好 | — | $542.2M |
| 股东权益账面价值 | $8.3B | $2.1B |
| 总资产 | $12.4B | $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REXRRGEN
| Q1 26 | $51.7M | — | ||
| Q4 25 | $165.8M | $767.6M | ||
| Q3 25 | $249.0M | $748.7M | ||
| Q2 25 | $431.1M | $708.9M | ||
| Q1 25 | $504.6M | $697.2M | ||
| Q4 24 | $56.0M | $757.4M | ||
| Q3 24 | $61.8M | $784.0M | ||
| Q2 24 | $125.7M | $809.1M |
总债务REXRRGEN
| Q1 26 | — | — | ||
| Q4 25 | $3.3B | $542.2M | ||
| Q3 25 | $3.2B | $537.9M | ||
| Q2 25 | $3.3B | — | ||
| Q1 25 | $3.3B | — | ||
| Q4 24 | $3.3B | $525.6M | ||
| Q3 24 | $3.4B | — | ||
| Q2 24 | $3.3B | — |
股东权益REXRRGEN
| Q1 26 | $8.3B | — | ||
| Q4 25 | $8.5B | $2.1B | ||
| Q3 25 | $8.7B | $2.1B | ||
| Q2 25 | $8.8B | $2.1B | ||
| Q1 25 | $8.8B | $2.0B | ||
| Q4 24 | $8.3B | $2.0B | ||
| Q3 24 | $8.1B | $2.0B | ||
| Q2 24 | $8.0B | $2.0B |
总资产REXRRGEN
| Q1 26 | $12.4B | — | ||
| Q4 25 | $12.6B | $2.9B | ||
| Q3 25 | $12.9B | $2.9B | ||
| Q2 25 | $13.1B | $2.9B | ||
| Q1 25 | $13.1B | $2.9B | ||
| Q4 24 | $12.6B | $2.8B | ||
| Q3 24 | $12.4B | $2.8B | ||
| Q2 24 | $12.4B | $2.9B |
负债/权益比REXRRGEN
| Q1 26 | — | — | ||
| Q4 25 | 0.38× | 0.26× | ||
| Q3 25 | 0.37× | 0.26× | ||
| Q2 25 | 0.38× | — | ||
| Q1 25 | 0.38× | — | ||
| Q4 24 | 0.40× | 0.27× | ||
| Q3 24 | 0.42× | — | ||
| Q2 24 | 0.42× | — |
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 | — | $25.7M |
| 自由现金流经营现金流 - 资本支出 | — | $17.6M |
| 自由现金流率自由现金流/营收 | — | 8.9% |
| 资本支出强度资本支出/营收 | — | 4.1% |
| 现金转化率经营现金流/净利润 | — | 1.93× |
| 过去12个月自由现金流最近4个季度 | — | $93.9M |
8季度趋势，按日历期对齐
经营现金流REXRRGEN
| Q1 26 | — | — | ||
| Q4 25 | $542.1M | $25.7M | ||
| Q3 25 | $149.6M | $48.1M | ||
| Q2 25 | $128.2M | $28.6M | ||
| Q1 25 | $152.6M | $15.0M | ||
| Q4 24 | $478.9M | $39.2M | ||
| Q3 24 | $127.2M | $49.3M | ||
| Q2 24 | $101.7M | $42.2M |
自由现金流REXRRGEN
| Q1 26 | — | — | ||
| Q4 25 | $208.7M | $17.6M | ||
| Q3 25 | $60.5M | $43.4M | ||
| Q2 25 | $45.0M | $21.5M | ||
| Q1 25 | $73.4M | $11.4M | ||
| Q4 24 | $105.5M | $33.6M | ||
| Q3 24 | $7.2M | $42.3M | ||
| Q2 24 | $16.5M | $37.4M |
自由现金流率REXRRGEN
| Q1 26 | — | — | ||
| Q4 25 | 84.1% | 8.9% | ||
| Q3 25 | 23.9% | 23.0% | ||
| Q2 25 | 18.0% | 11.8% | ||
| Q1 25 | 29.1% | 6.8% | ||
| Q4 24 | 43.4% | 19.3% | ||
| Q3 24 | 3.0% | 27.3% | ||
| Q2 24 | 7.0% | 24.3% |
资本支出强度REXRRGEN
| Q1 26 | — | — | ||
| Q4 25 | 134.4% | 4.1% | ||
| Q3 25 | 35.2% | 2.5% | ||
| Q2 25 | 33.3% | 3.9% | ||
| Q1 25 | 31.4% | 2.1% | ||
| Q4 24 | 153.7% | 3.2% | ||
| Q3 24 | 49.6% | 4.5% | ||
| Q2 24 | 35.8% | 3.1% |
现金转化率REXRRGEN
| Q1 26 | — | — | ||
| Q4 25 | — | 1.93× | ||
| Q3 25 | 1.66× | 3.23× | ||
| Q2 25 | 1.10× | 1.92× | ||
| Q1 25 | 2.14× | 2.57× | ||
| Q4 24 | 7.38× | — | ||
| Q3 24 | 1.88× | — | ||
| Q2 24 | 1.23× | 12.70× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
