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REGENXBIO Inc.（RGNX）与REGIS CORP（RGS）财务数据对比。点击上方公司名可切换其他公司
REGIS CORP的季度营收约是REGENXBIO Inc.的1.9倍（$57.1M vs $30.3M），REGIS CORP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 22.3%），REGIS CORP自由现金流更多（$891.0K vs $-52.8M），过去两年REGENXBIO Inc.的营收复合增速更高（39.4% vs 7.8%）
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。
瑞吉斯公司是一家美国美发沙龙运营商，总部位于明尼苏达州明尼阿波利斯市。截至2021年8月，该集团旗下拥有5563家加盟沙龙以及276家直营门店，是北美地区规模领先的美发沙龙连锁经营企业。
RGNX vs RGS — 直观对比
营收规模更大
RGS
是对方的1.9倍
$30.3M
营收增速更快
RGNX
高出20.7%
22.3%
净利率更高
RGS
高出222.1%
-221.3%
自由现金流更多
RGS
多$53.7M
$-52.8M
两年增速更快
RGNX
近两年复合增速
7.8%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $30.3M | $57.1M |
| 净利润 | $-67.1M | $456.0K |
| 毛利率 | — | — |
| 营业利润率 | -190.0% | 10.8% |
| 净利率 | -221.3% | 0.8% |
| 营收同比 | 43.0% | 22.3% |
| 净利润同比 | -31.2% | -94.0% |
| 每股收益（稀释后） | $-1.30 | $0.16 |
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RGNXRGS
| Q4 25 | $30.3M | $57.1M | ||
| Q3 25 | $29.7M | $59.0M | ||
| Q2 25 | $21.4M | $60.4M | ||
| Q1 25 | $89.0M | $57.0M | ||
| Q4 24 | $21.2M | $46.7M | ||
| Q3 24 | $24.2M | $46.1M | ||
| Q2 24 | $22.3M | $49.4M | ||
| Q1 24 | $15.6M | $49.2M |
净利润RGNXRGS
| Q4 25 | $-67.1M | $456.0K | ||
| Q3 25 | $-61.9M | $1.4M | ||
| Q2 25 | $-70.9M | $116.5M | ||
| Q1 25 | $6.1M | $250.0K | ||
| Q4 24 | $-51.2M | $7.6M | ||
| Q3 24 | $-59.6M | $-853.0K | ||
| Q2 24 | $-53.0M | $91.2M | ||
| Q1 24 | $-63.3M | $-2.3M |
毛利率RGNXRGS
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 70.2% | — | ||
| Q3 24 | 48.8% | — | ||
| Q2 24 | 52.5% | — | ||
| Q1 24 | 72.6% | — |
营业利润率RGNXRGS
| Q4 25 | -190.0% | 10.8% | ||
| Q3 25 | -176.3% | 10.0% | ||
| Q2 25 | -296.3% | 12.1% | ||
| Q1 25 | 13.6% | 8.8% | ||
| Q4 24 | -242.1% | 11.8% | ||
| Q3 24 | -256.6% | 4.6% | ||
| Q2 24 | -251.3% | — | ||
| Q1 24 | -408.8% | 8.3% |
净利率RGNXRGS
| Q4 25 | -221.3% | 0.8% | ||
| Q3 25 | -208.3% | 2.3% | ||
| Q2 25 | -331.8% | 192.9% | ||
| Q1 25 | 6.8% | 0.4% | ||
| Q4 24 | -241.3% | 16.4% | ||
| Q3 24 | -246.3% | -1.9% | ||
| Q2 24 | -237.7% | 184.7% | ||
| Q1 24 | -405.4% | -4.7% |
每股收益（稀释后）RGNXRGS
| Q4 25 | $-1.30 | $0.16 | ||
| Q3 25 | $-1.20 | $0.49 | ||
| Q2 25 | $-1.38 | $43.67 | ||
| Q1 25 | $0.12 | $0.08 | ||
| Q4 24 | $-0.99 | $2.71 | ||
| Q3 24 | $-1.17 | $-0.36 | ||
| Q2 24 | $-1.05 | $38.40 | ||
| Q1 24 | $-1.38 | $-1.00 |
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 | $230.1M | $18.4M |
| 总债务越低越好 | — | $113.3M |
| 股东权益账面价值 | $102.7M | $188.7M |
| 总资产 | $453.0M | $588.3M |
| 负债/权益比越低杠杆越低 | — | 0.60× |
8季度趋势，按日历期对齐
现金及短期投资RGNXRGS
| Q4 25 | $230.1M | $18.4M | ||
| Q3 25 | $274.2M | $16.6M | ||
| Q2 25 | $323.3M | $17.0M | ||
| Q1 25 | $267.9M | $13.3M | ||
| Q4 24 | $234.7M | $10.2M | ||
| Q3 24 | $255.5M | $6.3M | ||
| Q2 24 | $290.4M | $10.1M | ||
| Q1 24 | $338.7M | $5.9M |
总债务RGNXRGS
| Q4 25 | — | $113.3M | ||
| Q3 25 | — | $111.3M | ||
| Q2 25 | — | $110.8M | ||
| Q1 25 | — | $112.0M | ||
| Q4 24 | — | $111.5M | ||
| Q3 24 | — | $95.2M | ||
| Q2 24 | — | $99.5M | ||
| Q1 24 | — | $179.7M |
股东权益RGNXRGS
| Q4 25 | $102.7M | $188.7M | ||
| Q3 25 | $161.5M | $187.6M | ||
| Q2 25 | $213.7M | $185.6M | ||
| Q1 25 | $274.2M | $68.6M | ||
| Q4 24 | $259.7M | $66.7M | ||
| Q3 24 | $301.4M | $56.4M | ||
| Q2 24 | $348.3M | $56.8M | ||
| Q1 24 | $390.7M | $-35.8M |
总资产RGNXRGS
| Q4 25 | $453.0M | $588.3M | ||
| Q3 25 | $525.2M | $592.1M | ||
| Q2 25 | $581.0M | $599.0M | ||
| Q1 25 | $490.9M | $511.2M | ||
| Q4 24 | $466.0M | $530.1M | ||
| Q3 24 | $519.1M | $508.9M | ||
| Q2 24 | $569.4M | $530.5M | ||
| Q1 24 | $629.2M | $543.7M |
负债/权益比RGNXRGS
| Q4 25 | — | 0.60× | ||
| Q3 25 | — | 0.59× | ||
| Q2 25 | — | 0.60× | ||
| Q1 25 | — | 1.63× | ||
| Q4 24 | — | 1.67× | ||
| Q3 24 | — | 1.69× | ||
| Q2 24 | — | 1.75× | ||
| Q1 24 | — | — |
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 | $-52.3M | $1.7M |
| 自由现金流经营现金流 - 资本支出 | $-52.8M | $891.0K |
| 自由现金流率自由现金流/营收 | -174.0% | 1.6% |
| 资本支出强度资本支出/营收 | 1.7% | 1.4% |
| 现金转化率经营现金流/净利润 | — | 3.65× |
| 过去12个月自由现金流最近4个季度 | $-126.4M | $14.9M |
8季度趋势，按日历期对齐
经营现金流RGNXRGS
| Q4 25 | $-52.3M | $1.7M | ||
| Q3 25 | $-56.0M | $2.3M | ||
| Q2 25 | $-49.3M | $6.8M | ||
| Q1 25 | $33.6M | $6.2M | ||
| Q4 24 | $-31.6M | $2.1M | ||
| Q3 24 | $-40.5M | $-1.3M | ||
| Q2 24 | $-45.5M | $5.1M | ||
| Q1 24 | $-55.5M | $-277.0K |
自由现金流RGNXRGS
| Q4 25 | $-52.8M | $891.0K | ||
| Q3 25 | $-56.5M | $1.9M | ||
| Q2 25 | $-49.7M | $6.2M | ||
| Q1 25 | $32.6M | $5.9M | ||
| Q4 24 | $-32.7M | $1.7M | ||
| Q3 24 | $-40.9M | $-1.4M | ||
| Q2 24 | $-46.0M | $5.1M | ||
| Q1 24 | $-56.0M | $-326.0K |
自由现金流率RGNXRGS
| Q4 25 | -174.0% | 1.6% | ||
| Q3 25 | -189.9% | 3.2% | ||
| Q2 25 | -232.8% | 10.3% | ||
| Q1 25 | 36.6% | 10.3% | ||
| Q4 24 | -154.2% | 3.6% | ||
| Q3 24 | -168.9% | -3.0% | ||
| Q2 24 | -206.2% | 10.3% | ||
| Q1 24 | -358.5% | -0.7% |
资本支出强度RGNXRGS
| Q4 25 | 1.7% | 1.4% | ||
| Q3 25 | 1.7% | 0.7% | ||
| Q2 25 | 1.8% | 0.9% | ||
| Q1 25 | 1.2% | 0.6% | ||
| Q4 24 | 5.1% | 0.9% | ||
| Q3 24 | 1.3% | 0.0% | ||
| Q2 24 | 2.1% | 0.0% | ||
| Q1 24 | 3.6% | 0.1% |
现金转化率RGNXRGS
| Q4 25 | — | 3.65× | ||
| Q3 25 | — | 1.68× | ||
| Q2 25 | — | 0.06× | ||
| Q1 25 | 5.53× | 24.80× | ||
| Q4 24 | — | 0.28× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.06× | ||
| 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
RGNX
| Novartis Gene Therapies | $24.2M | 80% |
| Nippon Shinyaku Collaboration And License Agreement | $4.3M | 14% |
| Nippon Shinyaku Services | $1.4M | 5% |
RGS
| Franchise Segment | $37.9M | 66% |
| Royalty | $13.6M | 24% |
| Other | $2.8M | 5% |
| Fees | $1.8M | 3% |
| Franchise Fees | $1.0M | 2% |
