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REGENXBIO Inc.(RGNX)与RECURSION PHARMACEUTICALS, INC.(RXRX)财务数据对比。点击上方公司名可切换其他公司
RECURSION PHARMACEUTICALS, INC.的季度营收约是REGENXBIO Inc.的1.2倍($35.5M vs $30.3M),REGENXBIO Inc.净利率更高(-221.3% vs -304.2%,领先82.9%),RECURSION PHARMACEUTICALS, INC.同比增速更快(681.7% vs 43.0%),RECURSION PHARMACEUTICALS, INC.自由现金流更多($-47.3M vs $-52.8M),过去两年RECURSION PHARMACEUTICALS, INC.的营收复合增速更高(60.5% vs 39.4%)
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。
Recursion Pharmaceuticals是一家临床阶段生物技术企业,依托人工智能技术和高通量生物实验体系,开发针对罕见病、肿瘤、炎症性疾病等领域未满足医疗需求的创新疗法,核心市场覆盖北美,与全球多家生物制药企业合作推进在研管线落地。
RGNX vs RXRX — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $30.3M | $35.5M |
| 净利润 | $-67.1M | $-108.1M |
| 毛利率 | — | 59.8% |
| 营业利润率 | -190.0% | -304.8% |
| 净利率 | -221.3% | -304.2% |
| 营收同比 | 43.0% | 681.7% |
| 净利润同比 | -31.2% | 39.6% |
| 每股收益(稀释后) | $-1.30 | $-0.17 |
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
| Q4 25 | $30.3M | $35.5M | ||
| Q3 25 | $29.7M | $5.2M | ||
| Q2 25 | $21.4M | $19.2M | ||
| Q1 25 | $89.0M | $14.7M | ||
| Q4 24 | $21.2M | $4.5M | ||
| Q3 24 | $24.2M | $26.1M | ||
| Q2 24 | $22.3M | $14.4M | ||
| Q1 24 | $15.6M | $13.8M |
| Q4 25 | $-67.1M | $-108.1M | ||
| Q3 25 | $-61.9M | $-162.3M | ||
| Q2 25 | $-70.9M | $-171.9M | ||
| Q1 25 | $6.1M | $-202.5M | ||
| Q4 24 | $-51.2M | $-178.9M | ||
| Q3 24 | $-59.6M | $-95.8M | ||
| Q2 24 | $-53.0M | $-97.5M | ||
| Q1 24 | $-63.3M | $-91.4M |
| Q4 25 | — | 59.8% | ||
| Q3 25 | — | -183.8% | ||
| Q2 25 | — | -4.9% | ||
| Q1 25 | — | -48.0% | ||
| Q4 24 | 70.2% | -181.4% | ||
| Q3 24 | 48.8% | 53.7% | ||
| Q2 24 | 52.5% | 36.2% | ||
| Q1 24 | 72.6% | 19.1% |
| Q4 25 | -190.0% | -304.8% | ||
| Q3 25 | -176.3% | -3327.6% | ||
| Q2 25 | -296.3% | -916.8% | ||
| Q1 25 | 13.6% | -1297.9% | ||
| Q4 24 | -242.1% | -4042.4% | ||
| Q3 24 | -256.6% | -377.1% | ||
| Q2 24 | -251.3% | -697.4% | ||
| Q1 24 | -408.8% | -698.4% |
| Q4 25 | -221.3% | -304.2% | ||
| Q3 25 | -208.3% | -3135.3% | ||
| Q2 25 | -331.8% | -894.2% | ||
| Q1 25 | 6.8% | -1373.3% | ||
| Q4 24 | -241.3% | -3935.5% | ||
| Q3 24 | -246.3% | -367.5% | ||
| Q2 24 | -237.7% | -676.6% | ||
| Q1 24 | -405.4% | -662.4% |
| Q4 25 | $-1.30 | $-0.17 | ||
| Q3 25 | $-1.20 | $-0.36 | ||
| Q2 25 | $-1.38 | $-0.41 | ||
| Q1 25 | $0.12 | $-0.50 | ||
| Q4 24 | $-0.99 | $-0.56 | ||
| Q3 24 | $-1.17 | $-0.34 | ||
| Q2 24 | $-1.05 | $-0.40 | ||
| Q1 24 | $-1.38 | $-0.39 |
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 | $743.3M |
| 总债务越低越好 | — | $9.6M |
| 股东权益账面价值 | $102.7M | $1.1B |
| 总资产 | $453.0M | $1.5B |
| 负债/权益比越低杠杆越低 | — | 0.01× |
8季度趋势,按日历期对齐
| Q4 25 | $230.1M | $743.3M | ||
| Q3 25 | $274.2M | $659.8M | ||
| Q2 25 | $323.3M | $525.1M | ||
| Q1 25 | $267.9M | $500.5M | ||
| Q4 24 | $234.7M | $594.4M | ||
| Q3 24 | $255.5M | $427.6M | ||
| Q2 24 | $290.4M | $474.3M | ||
| Q1 24 | $338.7M | $296.3M |
| Q4 25 | — | $9.6M | ||
| Q3 25 | — | $11.9M | ||
| Q2 25 | — | $14.2M | ||
| Q1 25 | — | $16.4M | ||
| Q4 24 | — | $19.0M | ||
| Q3 24 | — | $20.5M | ||
| Q2 24 | — | $22.9M | ||
| Q1 24 | — | — |
| Q4 25 | $102.7M | $1.1B | ||
| Q3 25 | $161.5M | $1.0B | ||
| Q2 25 | $213.7M | $919.1M | ||
| Q1 25 | $274.2M | $933.9M | ||
| Q4 24 | $259.7M | $1.0B | ||
| Q3 24 | $301.4M | $524.6M | ||
| Q2 24 | $348.3M | $584.4M | ||
| Q1 24 | $390.7M | $401.2M |
| Q4 25 | $453.0M | $1.5B | ||
| Q3 25 | $525.2M | $1.4B | ||
| Q2 25 | $581.0M | $1.3B | ||
| Q1 25 | $490.9M | $1.3B | ||
| Q4 24 | $466.0M | $1.4B | ||
| Q3 24 | $519.1M | $726.5M | ||
| Q2 24 | $569.4M | $775.9M | ||
| Q1 24 | $629.2M | $557.8M |
| Q4 25 | — | 0.01× | ||
| Q3 25 | — | 0.01× | ||
| Q2 25 | — | 0.02× | ||
| Q1 25 | — | 0.02× | ||
| Q4 24 | — | 0.02× | ||
| Q3 24 | — | 0.04× | ||
| Q2 24 | — | 0.04× | ||
| 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 | $-46.1M |
| 自由现金流经营现金流 - 资本支出 | $-52.8M | $-47.3M |
| 自由现金流率自由现金流/营收 | -174.0% | -133.1% |
| 资本支出强度资本支出/营收 | 1.7% | 3.5% |
| 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 | $-378.3M |
8季度趋势,按日历期对齐
| Q4 25 | $-52.3M | $-46.1M | ||
| Q3 25 | $-56.0M | $-117.4M | ||
| Q2 25 | $-49.3M | $-76.4M | ||
| Q1 25 | $33.6M | $-132.0M | ||
| Q4 24 | $-31.6M | $-115.4M | ||
| Q3 24 | $-40.5M | $-59.2M | ||
| Q2 24 | $-45.5M | $-82.2M | ||
| Q1 24 | $-55.5M | $-102.3M |
| Q4 25 | $-52.8M | $-47.3M | ||
| Q3 25 | $-56.5M | $-117.6M | ||
| Q2 25 | $-49.7M | $-79.6M | ||
| Q1 25 | $32.6M | $-133.8M | ||
| Q4 24 | $-32.7M | $-116.7M | ||
| Q3 24 | $-40.9M | $-63.8M | ||
| Q2 24 | $-46.0M | $-83.4M | ||
| Q1 24 | $-56.0M | $-109.0M |
| Q4 25 | -174.0% | -133.1% | ||
| Q3 25 | -189.9% | -2272.5% | ||
| Q2 25 | -232.8% | -413.9% | ||
| Q1 25 | 36.6% | -907.4% | ||
| Q4 24 | -154.2% | -2567.7% | ||
| Q3 24 | -168.9% | -244.6% | ||
| Q2 24 | -206.2% | -578.5% | ||
| Q1 24 | -358.5% | -789.9% |
| Q4 25 | 1.7% | 3.5% | ||
| Q3 25 | 1.7% | 4.7% | ||
| Q2 25 | 1.8% | 16.4% | ||
| Q1 25 | 1.2% | 12.4% | ||
| Q4 24 | 5.1% | 28.6% | ||
| Q3 24 | 1.3% | 17.5% | ||
| Q2 24 | 2.1% | 8.2% | ||
| Q1 24 | 3.6% | 48.2% |
| 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
RGNX
| Novartis Gene Therapies | $24.2M | 80% |
| Nippon Shinyaku Collaboration And License Agreement | $4.3M | 14% |
| Nippon Shinyaku Services | $1.4M | 5% |
RXRX
暂无分部数据