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亚玛芬体育（AS）与Allbirds, Inc.（BIRD）财务数据对比。点击上方公司名可切换其他公司
亚玛芬体育的季度营收约是Allbirds, Inc.的22.0倍（$1.1B vs $47.7M）。亚玛芬体育净利率更高（1.8% vs -41.1%，领先42.9%）。亚玛芬体育自由现金流更多（$92.2M vs $-4.1M）
亚玛芬体育是芬兰跨国运动装备企业，总部位于赫尔辛基，成立于1950年。早年为涉足烟草贸易、航运、出版等领域的多元化工业集团，后逐步转型专注于体育用品的生产与营销，现有员工超9700人，2018年起成为中国安踏体育旗下子公司。
Bird Global, Inc.是一家总部位于美国佛罗里达州迈阿密的微出行企业，成立于2017年9月。该公司主营共享电动滑板车业务，业务已覆盖全球超过350座城市。2024年4月，为避免破产，该公司被Third Lane Mobility收购。
AS vs BIRD — 直观对比
营收规模更大
AS
是对方的22.0倍
$47.7M
净利率更高
AS
高出42.9%
-41.1%
自由现金流更多
AS
多$96.3M
$-4.1M
损益表 — Q1 2024 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $47.7M |
| 净利润 | $19.0M | $-19.6M |
| 毛利率 | 52.8% | 37.2% |
| 营业利润率 | 12.4% | -43.5% |
| 净利率 | 1.8% | -41.1% |
| 营收同比 | — | -14.6% |
| 净利润同比 | — | 23.7% |
| 每股收益（稀释后） | $0.05 | $-2.33 |
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ASBIRD
| Q4 25 | — | $47.7M | ||
| Q3 25 | — | $33.0M | ||
| Q2 25 | — | $39.7M | ||
| Q1 25 | — | $32.1M | ||
| Q4 24 | — | $55.9M | ||
| Q3 24 | — | $43.0M | ||
| Q2 24 | — | $51.6M | ||
| Q1 24 | $1.1B | $39.3M |
净利润ASBIRD
| Q4 25 | — | $-19.6M | ||
| Q3 25 | — | $-20.3M | ||
| Q2 25 | — | $-15.5M | ||
| Q1 25 | — | $-21.9M | ||
| Q4 24 | — | $-25.7M | ||
| Q3 24 | — | $-21.2M | ||
| Q2 24 | — | $-19.1M | ||
| Q1 24 | $19.0M | $-27.3M |
毛利率ASBIRD
| Q4 25 | — | 37.2% | ||
| Q3 25 | — | 43.2% | ||
| Q2 25 | — | 40.7% | ||
| Q1 25 | — | 44.8% | ||
| Q4 24 | — | 31.3% | ||
| Q3 24 | — | 44.4% | ||
| Q2 24 | — | 50.5% | ||
| Q1 24 | 52.8% | 46.9% |
营业利润率ASBIRD
| Q4 25 | — | -43.5% | ||
| Q3 25 | — | -60.3% | ||
| Q2 25 | — | -41.6% | ||
| Q1 25 | — | -71.1% | ||
| Q4 24 | — | -46.1% | ||
| Q3 24 | — | -50.7% | ||
| Q2 24 | — | -39.1% | ||
| Q1 24 | 12.4% | -75.8% |
净利率ASBIRD
| Q4 25 | — | -41.1% | ||
| Q3 25 | — | -61.6% | ||
| Q2 25 | — | -39.1% | ||
| Q1 25 | — | -68.1% | ||
| Q4 24 | — | -46.0% | ||
| Q3 24 | — | -49.3% | ||
| Q2 24 | — | -37.1% | ||
| Q1 24 | 1.8% | -69.5% |
每股收益（稀释后）ASBIRD
| Q4 25 | — | $-2.33 | ||
| Q3 25 | — | $-2.49 | ||
| Q2 25 | — | $-1.92 | ||
| Q1 25 | — | $-2.73 | ||
| Q4 24 | — | $-3.22 | ||
| Q3 24 | — | $-2.68 | ||
| Q2 24 | — | $-2.45 | ||
| Q1 24 | $0.05 | $-3.52 |
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 | — | $26.7M |
| 总债务越低越好 | — | $17.4M |
| 股东权益账面价值 | — | $35.9M |
| 总资产 | — | $109.4M |
| 负债/权益比越低杠杆越低 | — | 0.48× |
8季度趋势，按日历期对齐
现金及短期投资ASBIRD
| Q4 25 | — | $26.7M | ||
| Q3 25 | — | $23.7M | ||
| Q2 25 | — | $33.1M | ||
| Q1 25 | — | $39.1M | ||
| Q4 24 | — | $66.7M | ||
| Q3 24 | — | $78.6M | ||
| Q2 24 | — | $87.2M | ||
| Q1 24 | — | $102.1M |
总债务ASBIRD
| Q4 25 | — | $17.4M | ||
| Q3 25 | — | $12.3M | ||
| Q2 25 | — | $5.0M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $0 | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益ASBIRD
| Q4 25 | — | $35.9M | ||
| Q3 25 | — | $51.9M | ||
| Q2 25 | — | $71.4M | ||
| Q1 25 | — | $82.8M | ||
| Q4 24 | — | $101.7M | ||
| Q3 24 | — | $127.3M | ||
| Q2 24 | — | $144.0M | ||
| Q1 24 | — | $160.3M |
总资产ASBIRD
| Q4 25 | — | $109.4M | ||
| Q3 25 | — | $119.9M | ||
| Q2 25 | — | $136.8M | ||
| Q1 25 | — | $147.3M | ||
| Q4 24 | — | $188.9M | ||
| Q3 24 | — | $221.9M | ||
| Q2 24 | — | $239.5M | ||
| Q1 24 | — | $272.4M |
负债/权益比ASBIRD
| Q4 25 | — | 0.48× | ||
| Q3 25 | — | 0.24× | ||
| Q2 25 | — | 0.07× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| 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 | $114.3M | $-3.3M |
| 自由现金流经营现金流 - 资本支出 | $92.2M | $-4.1M |
| 自由现金流率自由现金流/营收 | 8.8% | -8.7% |
| 资本支出强度资本支出/营收 | 2.1% | 1.8% |
| 现金转化率经营现金流/净利润 | 6.02× | — |
| 过去12个月自由现金流最近4个季度 | — | $-58.2M |
8季度趋势，按日历期对齐
经营现金流ASBIRD
| Q4 25 | — | $-3.3M | ||
| Q3 25 | — | $-15.2M | ||
| Q2 25 | — | $-8.7M | ||
| Q1 25 | — | $-27.9M | ||
| Q4 24 | — | $-10.8M | ||
| Q3 24 | — | $-11.2M | ||
| Q2 24 | — | $-15.6M | ||
| Q1 24 | $114.3M | $-26.2M |
自由现金流ASBIRD
| Q4 25 | — | $-4.1M | ||
| Q3 25 | — | $-16.1M | ||
| Q2 25 | — | $-9.4M | ||
| Q1 25 | — | $-28.5M | ||
| Q4 24 | — | $-11.9M | ||
| Q3 24 | — | $-11.9M | ||
| Q2 24 | — | $-16.9M | ||
| Q1 24 | $92.2M | $-27.3M |
自由现金流率ASBIRD
| Q4 25 | — | -8.7% | ||
| Q3 25 | — | -48.9% | ||
| Q2 25 | — | -23.7% | ||
| Q1 25 | — | -88.8% | ||
| Q4 24 | — | -21.2% | ||
| Q3 24 | — | -27.6% | ||
| Q2 24 | — | -32.8% | ||
| Q1 24 | 8.8% | -69.5% |
资本支出强度ASBIRD
| Q4 25 | — | 1.8% | ||
| Q3 25 | — | 2.7% | ||
| Q2 25 | — | 1.8% | ||
| Q1 25 | — | 2.0% | ||
| Q4 24 | — | 1.8% | ||
| Q3 24 | — | 1.5% | ||
| Q2 24 | — | 2.5% | ||
| Q1 24 | 2.1% | 2.9% |
现金转化率ASBIRD
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 6.02× | — |
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
AS
| Americas2 | $409.6M | 39% |
| EMEA1 | $356.9M | 34% |
| Greater China3 | $205.6M | 20% |
| Asia Pacific4 | $78.2M | 7% |
BIRD
暂无分部数据
