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Bridger Aerospace Group Holdings, Inc.（BAER）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Bridger Aerospace Group Holdings, Inc.的1.2倍（$10.6M vs $8.5M），Rent the Runway, Inc.净利率更高（721.7% vs -177.2%，领先898.9%），Rent the Runway, Inc.同比增速更快（10.4% vs -45.2%），过去两年Bridger Aerospace Group Holdings, Inc.的营收复合增速更高（24.6% vs 1.0%）
布里杰航空集团控股公司是一家美国航空企业，主营业务为航空消防及野火管理服务，目前已在美国24个州和加拿大2个省提供消防作业支持，服务覆盖北美多林火高发区域，在航空消防领域积累了丰富的实践经验。
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。
BAER vs RENT — 直观对比
营收规模更大
RENT
是对方的1.2倍
$8.5M
营收增速更快
RENT
高出55.6%
-45.2%
净利率更高
RENT
高出898.9%
-177.2%
两年增速更快
BAER
近两年复合增速
1.0%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $8.5M | $10.6M |
| 净利润 | $-15.1M | $76.5M |
| 毛利率 | -65.1% | -126.4% |
| 营业利润率 | -175.0% | -152.8% |
| 净利率 | -177.2% | 721.7% |
| 营收同比 | -45.2% | 10.4% |
| 净利润同比 | -17.9% | 504.8% |
| 每股收益（稀释后） | $-0.26 | $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BAERRENT
| Q4 25 | $8.5M | $10.6M | ||
| Q3 25 | $67.9M | $11.7M | ||
| Q2 25 | $30.8M | $7.6M | ||
| Q1 25 | $15.6M | $11.8M | ||
| Q4 24 | $15.6M | $9.6M | ||
| Q3 24 | $64.5M | $10.4M | ||
| Q2 24 | $13.0M | $8.9M | ||
| Q1 24 | $5.5M | $10.4M |
净利润BAERRENT
| Q4 25 | $-15.1M | $76.5M | ||
| Q3 25 | $34.5M | $-26.4M | ||
| Q2 25 | $308.0K | $-26.1M | ||
| Q1 25 | $-15.5M | $-13.4M | ||
| Q4 24 | $-12.8M | $-18.9M | ||
| Q3 24 | $27.3M | $-15.6M | ||
| Q2 24 | $-10.0M | $-22.0M | ||
| Q1 24 | $-20.1M | $-24.8M |
毛利率BAERRENT
| Q4 25 | -65.1% | -126.4% | ||
| Q3 25 | 68.9% | -92.3% | ||
| Q2 25 | 39.2% | -168.4% | ||
| Q1 25 | -10.0% | -71.2% | ||
| Q4 24 | 1.2% | -122.9% | ||
| Q3 24 | 64.3% | -98.1% | ||
| Q2 24 | 24.2% | -131.5% | ||
| Q1 24 | — | -93.3% |
营业利润率BAERRENT
| Q4 25 | -175.0% | -152.8% | ||
| Q3 25 | 57.5% | -171.8% | ||
| Q2 25 | 18.0% | -259.2% | ||
| Q1 25 | -64.9% | -65.3% | ||
| Q4 24 | -48.0% | -142.7% | ||
| Q3 24 | 50.9% | -92.3% | ||
| Q2 24 | -36.5% | -185.4% | ||
| Q1 24 | -278.0% | -185.6% |
净利率BAERRENT
| Q4 25 | -177.2% | 721.7% | ||
| Q3 25 | 50.8% | -225.6% | ||
| Q2 25 | 1.0% | -343.4% | ||
| Q1 25 | -99.3% | -113.6% | ||
| Q4 24 | -82.4% | -196.9% | ||
| Q3 24 | 42.4% | -150.0% | ||
| Q2 24 | -76.7% | -247.2% | ||
| Q1 24 | -364.8% | -238.5% |
每股收益（稀释后）BAERRENT
| Q4 25 | $-0.26 | $13.65 | ||
| Q3 25 | $0.37 | $-6.55 | ||
| Q2 25 | $-0.12 | $-6.58 | ||
| Q1 25 | $-0.41 | $-2.72 | ||
| Q4 24 | $-0.24 | $-4.70 | ||
| Q3 24 | $0.31 | $-4.17 | ||
| Q2 24 | $-0.33 | $-6.03 | ||
| Q1 24 | $-0.55 | $-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 | $31.4M | $50.7M |
| 总债务越低越好 | $222.5M | — |
| 股东权益账面价值 | $-342.6M | $-35.1M |
| 总资产 | $330.3M | $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BAERRENT
| Q4 25 | $31.4M | $50.7M | ||
| Q3 25 | $55.1M | $43.6M | ||
| Q2 25 | $17.0M | $70.4M | ||
| Q1 25 | $22.3M | $77.4M | ||
| Q4 24 | $39.3M | $74.1M | ||
| Q3 24 | $33.3M | $76.6M | ||
| Q2 24 | $8.5M | $82.0M | ||
| Q1 24 | $6.8M | $84.0M |
总债务BAERRENT
| Q4 25 | $222.5M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $340.6M | ||
| Q1 25 | — | $333.7M | ||
| Q4 24 | $208.4M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益BAERRENT
| Q4 25 | $-342.6M | $-35.1M | ||
| Q3 25 | $-322.4M | $-232.1M | ||
| Q2 25 | $-351.0M | $-207.1M | ||
| Q1 25 | $-347.4M | $-182.5M | ||
| Q4 24 | $-326.7M | $-171.2M | ||
| Q3 24 | $-304.4M | $-154.5M | ||
| Q2 24 | $-328.0M | $-141.3M | ||
| Q1 24 | $-348.7M | $-122.3M |
总资产BAERRENT
| Q4 25 | $330.3M | $231.0M | ||
| Q3 25 | $311.0M | $219.0M | ||
| Q2 25 | $279.0M | $245.3M | ||
| Q1 25 | $275.6M | $240.0M | ||
| Q4 24 | $290.8M | $251.6M | ||
| Q3 24 | $307.3M | $257.4M | ||
| Q2 24 | $281.7M | $278.4M | ||
| Q1 24 | $252.4M | $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 | $-8.0M | $-1.4M |
| 自由现金流经营现金流 - 资本支出 | $-78.4M | — |
| 自由现金流率自由现金流/营收 | -917.3% | — |
| 资本支出强度资本支出/营收 | 823.4% | — |
| 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 | $-64.2M | — |
8季度趋势，按日历期对齐
经营现金流BAERRENT
| Q4 25 | $-8.0M | $-1.4M | ||
| Q3 25 | $41.0M | $-10.5M | ||
| Q2 25 | $1.4M | $8.3M | ||
| Q1 25 | $-17.7M | $1.4M | ||
| Q4 24 | $54.5M | $4.7M | ||
| Q3 24 | $200.0K | $2.2M | ||
| Q2 24 | $-22.6M | $4.6M | ||
| Q1 24 | $-22.8M | $-8.0M |
自由现金流BAERRENT
| Q4 25 | $-78.4M | — | ||
| Q3 25 | $34.6M | — | ||
| Q2 25 | $515.0K | — | ||
| Q1 25 | $-21.0M | — | ||
| Q4 24 | $53.5M | — | ||
| Q3 24 | $-951.0K | — | ||
| Q2 24 | $-23.6M | — | ||
| Q1 24 | $-23.7M | — |
自由现金流率BAERRENT
| Q4 25 | -917.3% | — | ||
| Q3 25 | 51.0% | — | ||
| Q2 25 | 1.7% | — | ||
| Q1 25 | -134.0% | — | ||
| Q4 24 | 343.5% | — | ||
| Q3 24 | -1.5% | — | ||
| Q2 24 | -181.3% | — | ||
| Q1 24 | -430.7% | — |
资本支出强度BAERRENT
| Q4 25 | 823.4% | — | ||
| Q3 25 | 9.3% | — | ||
| Q2 25 | 3.0% | — | ||
| Q1 25 | 21.2% | — | ||
| Q4 24 | 6.3% | — | ||
| Q3 24 | 1.8% | — | ||
| Q2 24 | 7.6% | — | ||
| Q1 24 | 17.4% | — |
现金转化率BAERRENT
| Q4 25 | — | -0.02× | ||
| Q3 25 | 1.19× | — | ||
| Q2 25 | 4.68× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.01× | — | ||
| 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
