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Arcellx, Inc.（ACLX）与Rent the Runway, Inc.（RENT）财务数据对比。点击上方公司名可切换其他公司
Rent the Runway, Inc.的季度营收约是Arcellx, Inc.的1.3倍（$10.6M vs $8.1M），Rent the Runway, Inc.净利率更高（721.7% vs -766.0%，领先1487.7%），Rent the Runway, Inc.同比增速更快（10.4% vs -79.3%），过去两年Rent the Runway, Inc.的营收复合增速更高（1.0% vs -24.6%）
Arcellx, Inc.是一家处于临床阶段的生物技术企业，专注开发用于治疗血液恶性肿瘤、实体瘤等难治性癌症的CAR-T细胞疗法，其核心管线针对肿瘤领域未被满足的医疗需求，服务全球患者群体。
Rent the Runway Inc.是总部位于纽约的美国电商平台，由珍妮弗·海曼与珍妮弗·弗莱斯于2009年11月创立，主打设计师品牌服饰与配饰的租赁、订阅以及购买服务，是设计师服饰共享租赁模式的开创平台之一。
ACLX vs RENT — 直观对比
营收规模更大
RENT
是对方的1.3倍
$8.1M
营收增速更快
RENT
高出89.7%
-79.3%
净利率更高
RENT
高出1487.7%
-766.0%
两年增速更快
RENT
近两年复合增速
-24.6%
损益表 — Q1 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $8.1M | $10.6M |
| 净利润 | $-62.3M | $76.5M |
| 毛利率 | — | -126.4% |
| 营业利润率 | -847.6% | -152.8% |
| 净利率 | -766.0% | 721.7% |
| 营收同比 | -79.3% | 10.4% |
| 净利润同比 | -765.1% | 504.8% |
| 每股收益（稀释后） | $-1.13 | $13.65 |
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ACLXRENT
| Q4 25 | — | $10.6M | ||
| Q3 25 | — | $11.7M | ||
| Q2 25 | — | $7.6M | ||
| Q1 25 | $8.1M | $11.8M | ||
| Q4 24 | $15.3M | $9.6M | ||
| Q3 24 | $26.0M | $10.4M | ||
| Q2 24 | $27.4M | $8.9M | ||
| Q1 24 | $39.3M | $10.4M |
净利润ACLXRENT
| Q4 25 | — | $76.5M | ||
| Q3 25 | — | $-26.4M | ||
| Q2 25 | — | $-26.1M | ||
| Q1 25 | $-62.3M | $-13.4M | ||
| Q4 24 | $-47.1M | $-18.9M | ||
| Q3 24 | $-25.9M | $-15.6M | ||
| Q2 24 | $-27.2M | $-22.0M | ||
| Q1 24 | $-7.2M | $-24.8M |
毛利率ACLXRENT
| Q4 25 | — | -126.4% | ||
| Q3 25 | — | -92.3% | ||
| Q2 25 | — | -168.4% | ||
| Q1 25 | — | -71.2% | ||
| Q4 24 | — | -122.9% | ||
| Q3 24 | — | -98.1% | ||
| Q2 24 | — | -131.5% | ||
| Q1 24 | — | -93.3% |
营业利润率ACLXRENT
| Q4 25 | — | -152.8% | ||
| Q3 25 | — | -171.8% | ||
| Q2 25 | — | -259.2% | ||
| Q1 25 | -847.6% | -65.3% | ||
| Q4 24 | -348.2% | -142.7% | ||
| Q3 24 | -129.1% | -92.3% | ||
| Q2 24 | -127.8% | -185.4% | ||
| Q1 24 | -40.3% | -185.6% |
净利率ACLXRENT
| Q4 25 | — | 721.7% | ||
| Q3 25 | — | -225.6% | ||
| Q2 25 | — | -343.4% | ||
| Q1 25 | -766.0% | -113.6% | ||
| Q4 24 | -308.4% | -196.9% | ||
| Q3 24 | -99.4% | -150.0% | ||
| Q2 24 | -99.3% | -247.2% | ||
| Q1 24 | -18.3% | -238.5% |
每股收益（稀释后）ACLXRENT
| Q4 25 | — | $13.65 | ||
| Q3 25 | — | $-6.55 | ||
| Q2 25 | — | $-6.58 | ||
| Q1 25 | $-1.13 | $-2.72 | ||
| Q4 24 | $-0.87 | $-4.70 | ||
| Q3 24 | $-0.48 | $-4.17 | ||
| Q2 24 | $-0.51 | $-6.03 | ||
| Q1 24 | $-0.14 | $-5.36 |
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 | $543.3M | $50.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $416.9M | $-35.1M |
| 总资产 | $648.1M | $231.0M |
| 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ACLXRENT
| Q4 25 | — | $50.7M | ||
| Q3 25 | — | $43.6M | ||
| Q2 25 | — | $70.4M | ||
| Q1 25 | $543.3M | $77.4M | ||
| Q4 24 | $587.4M | $74.1M | ||
| Q3 24 | $574.3M | $76.6M | ||
| Q2 24 | $516.7M | $82.0M | ||
| Q1 24 | $573.9M | $84.0M |
总债务ACLXRENT
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $340.6M | ||
| Q1 25 | — | $333.7M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益ACLXRENT
| Q4 25 | — | $-35.1M | ||
| Q3 25 | — | $-232.1M | ||
| Q2 25 | — | $-207.1M | ||
| Q1 25 | $416.9M | $-182.5M | ||
| Q4 24 | $454.8M | $-171.2M | ||
| Q3 24 | $483.0M | $-154.5M | ||
| Q2 24 | $487.2M | $-141.3M | ||
| Q1 24 | $496.6M | $-122.3M |
总资产ACLXRENT
| Q4 25 | — | $231.0M | ||
| Q3 25 | — | $219.0M | ||
| Q2 25 | — | $245.3M | ||
| Q1 25 | $648.1M | $240.0M | ||
| Q4 24 | $711.3M | $251.6M | ||
| Q3 24 | $764.9M | $257.4M | ||
| Q2 24 | $734.3M | $278.4M | ||
| Q1 24 | $779.7M | $278.5M |
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 | $-63.1M | $-1.4M |
| 自由现金流经营现金流 - 资本支出 | $-63.9M | — |
| 自由现金流率自由现金流/营收 | -786.4% | — |
| 资本支出强度资本支出/营收 | 9.6% | — |
| 现金转化率经营现金流/净利润 | — | -0.02× |
| 过去12个月自由现金流最近4个季度 | $-122.5M | — |
8季度趋势，按日历期对齐
经营现金流ACLXRENT
| Q4 25 | — | $-1.4M | ||
| Q3 25 | — | $-10.5M | ||
| Q2 25 | — | $8.3M | ||
| Q1 25 | $-63.1M | $1.4M | ||
| Q4 24 | $-46.0M | $4.7M | ||
| Q3 24 | $30.7M | $2.2M | ||
| Q2 24 | $-36.2M | $4.6M | ||
| Q1 24 | $-31.9M | $-8.0M |
自由现金流ACLXRENT
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $-63.9M | — | ||
| Q4 24 | $-47.5M | — | ||
| Q3 24 | $28.4M | — | ||
| Q2 24 | $-39.5M | — | ||
| Q1 24 | $-38.3M | — |
自由现金流率ACLXRENT
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | -786.4% | — | ||
| Q4 24 | -311.3% | — | ||
| Q3 24 | 109.2% | — | ||
| Q2 24 | -144.1% | — | ||
| Q1 24 | -97.7% | — |
资本支出强度ACLXRENT
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 9.6% | — | ||
| Q4 24 | 9.8% | — | ||
| Q3 24 | 8.8% | — | ||
| Q2 24 | 11.7% | — | ||
| Q1 24 | 16.4% | — |
现金转化率ACLXRENT
| Q4 25 | — | -0.02× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| 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
