vs
Bark, Inc.（BARK）与Leslie's, Inc.（LESL）财务数据对比。点击上方公司名可切换其他公司
Leslie's, Inc.的季度营收约是Bark, Inc.的1.5倍（$147.1M vs $98.4M）。Bark, Inc.净利率更高（-8.8% vs -56.4%，领先47.6%）。Leslie's, Inc.同比增速更快（-16.0% vs -22.1%）。Bark, Inc.自由现金流更多（$1.6M vs $-85.5M）。过去两年Bark, Inc.的营收复合增速更高（-10.0% vs -11.7%）
飞狗制片公司（Flying Bark Productions）是一家澳大利亚娱乐动画工作室，现为比利时制片公司Studio 100的旗下子公司。该工作室是提供全流程服务的制片机构，业务覆盖院线电影、电视内容及各类数字内容制作。工作室最初由约拉姆·格罗斯与桑德拉·格罗斯于1967年创立，原名约拉姆·格罗斯电影工作室，1996年被澳大利亚威秀集团收购股份，后股份转售给德国传媒集团。
莱斯利公司（Leslie's, Inc.）主营游泳池相关用品零售，旗下运营莱斯利游泳池用品品牌，是全球规模最大的游泳池用品零售商。公司总部坐落于美国亚利桑那州凤凰城，在亚利桑那、加利福尼亚、佛罗里达、佐治亚及得克萨斯等州拥有极强的零售布局优势。
BARK vs LESL — 直观对比
营收规模更大
LESL
是对方的1.5倍
$98.4M
营收增速更快
LESL
高出6.1%
-22.1%
净利率更高
BARK
高出47.6%
-56.4%
自由现金流更多
BARK
多$87.0M
$-85.5M
两年增速更快
BARK
近两年复合增速
-11.7%
损益表 — Q3 2026 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $98.4M | $147.1M |
| 净利润 | $-8.6M | $-83.0M |
| 毛利率 | 62.5% | 18.4% |
| 营业利润率 | -9.1% | -46.7% |
| 净利率 | -8.8% | -56.4% |
| 营收同比 | -22.1% | -16.0% |
| 净利润同比 | 24.9% | -86.2% |
| 每股收益（稀释后） | $-0.05 | $-8.92 |
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BARKLESL
| Q1 26 | — | $147.1M | ||
| Q4 25 | $98.4M | $389.2M | ||
| Q3 25 | $107.0M | — | ||
| Q2 25 | $102.9M | $500.3M | ||
| Q1 25 | $115.4M | $177.1M | ||
| Q4 24 | $126.4M | $175.2M | ||
| Q3 24 | $126.1M | $397.9M | ||
| Q2 24 | $116.2M | $569.6M |
净利润BARKLESL
| Q1 26 | — | $-83.0M | ||
| Q4 25 | $-8.6M | $-162.8M | ||
| Q3 25 | $-10.7M | — | ||
| Q2 25 | $-7.0M | $21.7M | ||
| Q1 25 | $-6.1M | $-51.3M | ||
| Q4 24 | $-11.5M | $-44.6M | ||
| Q3 24 | $-5.3M | $-9.9M | ||
| Q2 24 | $-10.0M | $60.6M |
毛利率BARKLESL
| Q1 26 | — | 18.4% | ||
| Q4 25 | 62.5% | 38.6% | ||
| Q3 25 | 57.9% | — | ||
| Q2 25 | 62.3% | 39.6% | ||
| Q1 25 | 63.6% | 24.8% | ||
| Q4 24 | 62.7% | 27.2% | ||
| Q3 24 | 60.4% | 36.0% | ||
| Q2 24 | 63.0% | 40.2% |
营业利润率BARKLESL
| Q1 26 | — | -46.7% | ||
| Q4 25 | -9.1% | -38.6% | ||
| Q3 25 | -10.0% | — | ||
| Q2 25 | -8.1% | 13.7% | ||
| Q1 25 | -5.7% | -27.3% | ||
| Q4 24 | -9.7% | -22.7% | ||
| Q3 24 | -4.5% | 6.6% | ||
| Q2 24 | -9.1% | 17.2% |
净利率BARKLESL
| Q1 26 | — | -56.4% | ||
| Q4 25 | -8.8% | -41.8% | ||
| Q3 25 | -10.0% | — | ||
| Q2 25 | -6.8% | 4.3% | ||
| Q1 25 | -5.3% | -29.0% | ||
| Q4 24 | -9.1% | -25.4% | ||
| Q3 24 | -4.2% | -2.5% | ||
| Q2 24 | -8.6% | 10.6% |
每股收益（稀释后）BARKLESL
| Q1 26 | — | $-8.92 | ||
| Q4 25 | $-0.05 | $-20.59 | ||
| Q3 25 | $-0.06 | — | ||
| Q2 25 | $-0.04 | $0.12 | ||
| Q1 25 | $-0.03 | $-0.28 | ||
| Q4 24 | $-0.07 | $-4.82 | ||
| Q3 24 | $-0.03 | $-2.46 | ||
| Q2 24 | $-0.06 | $0.33 |
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 | $21.7M | $3.6M |
| 总债务越低越好 | $0 | $781.6M |
| 股东权益账面价值 | $81.2M | $-489.9M |
| 总资产 | $188.7M | $649.4M |
| 负债/权益比越低杠杆越低 | 0.00× | — |
8季度趋势，按日历期对齐
现金及短期投资BARKLESL
| Q1 26 | — | $3.6M | ||
| Q4 25 | $21.7M | $64.3M | ||
| Q3 25 | $63.4M | — | ||
| Q2 25 | $84.7M | $42.7M | ||
| Q1 25 | $94.0M | $17.3M | ||
| Q4 24 | $115.3M | $11.6M | ||
| Q3 24 | $115.2M | $108.5M | ||
| Q2 24 | $117.8M | $74.4M |
总债务BARKLESL
| Q1 26 | — | $781.6M | ||
| Q4 25 | $0 | $756.6M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $776.6M | ||
| Q1 25 | $42.6M | $858.1M | ||
| Q4 24 | $42.5M | $796.6M | ||
| Q3 24 | $40.1M | $783.7M | ||
| Q2 24 | $40.0M | $783.7M |
股东权益BARKLESL
| Q1 26 | — | $-489.9M | ||
| Q4 25 | $81.2M | $-408.0M | ||
| Q3 25 | $86.5M | — | ||
| Q2 25 | $94.0M | $-246.2M | ||
| Q1 25 | $99.5M | $-269.5M | ||
| Q4 24 | $113.0M | $-220.0M | ||
| Q3 24 | $123.6M | $-177.1M | ||
| Q2 24 | $128.1M | $-168.2M |
总资产BARKLESL
| Q1 26 | — | $649.4M | ||
| Q4 25 | $188.7M | $741.5M | ||
| Q3 25 | $248.0M | — | ||
| Q2 25 | $260.0M | $989.5M | ||
| Q1 25 | $260.6M | $1.0B | ||
| Q4 24 | $292.2M | $967.0M | ||
| Q3 24 | $301.6M | $1.1B | ||
| Q2 24 | $287.7M | $1.1B |
负债/权益比BARKLESL
| Q1 26 | — | — | ||
| Q4 25 | 0.00× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.43× | — | ||
| Q4 24 | 0.38× | — | ||
| Q3 24 | 0.32× | — | ||
| Q2 24 | 0.31× | — |
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 | $1.7M | $-81.1M |
| 自由现金流经营现金流 - 资本支出 | $1.6M | $-85.5M |
| 自由现金流率自由现金流/营收 | 1.6% | -58.1% |
| 资本支出强度资本支出/营收 | 0.1% | 2.9% |
| 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 | $-36.5M | $7.6M |
8季度趋势，按日历期对齐
经营现金流BARKLESL
| Q1 26 | — | $-81.1M | ||
| Q4 25 | $1.7M | $48.2M | ||
| Q3 25 | $-18.1M | — | ||
| Q2 25 | $-5.4M | $114.9M | ||
| Q1 25 | $-10.3M | $-49.2M | ||
| Q4 24 | $-1.4M | $-105.1M | ||
| Q3 24 | $2.8M | $47.1M | ||
| Q2 24 | $1.8M | $175.5M |
自由现金流BARKLESL
| Q1 26 | — | $-85.5M | ||
| Q4 25 | $1.6M | $41.8M | ||
| Q3 25 | $-19.9M | — | ||
| Q2 25 | $-6.1M | $107.1M | ||
| Q1 25 | $-12.0M | $-55.8M | ||
| Q4 24 | $-2.0M | $-109.8M | ||
| Q3 24 | $966.0K | $34.1M | ||
| Q2 24 | $-251.0K | $165.2M |
自由现金流率BARKLESL
| Q1 26 | — | -58.1% | ||
| Q4 25 | 1.6% | 10.7% | ||
| Q3 25 | -18.6% | — | ||
| Q2 25 | -6.0% | 21.4% | ||
| Q1 25 | -10.4% | -31.5% | ||
| Q4 24 | -1.6% | -62.6% | ||
| Q3 24 | 0.8% | 8.6% | ||
| Q2 24 | -0.2% | 29.0% |
资本支出强度BARKLESL
| Q1 26 | — | 2.9% | ||
| Q4 25 | 0.1% | 1.7% | ||
| Q3 25 | 1.7% | — | ||
| Q2 25 | 0.7% | 1.6% | ||
| Q1 25 | 1.5% | 3.7% | ||
| Q4 24 | 0.5% | 2.7% | ||
| Q3 24 | 1.4% | 3.2% | ||
| Q2 24 | 1.8% | 1.8% |
现金转化率BARKLESL
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 5.29× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 2.89× |
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
BARK
| Toys Accessories | $46.0M | 47% |
| Consumables | $30.2M | 31% |
| Commerce Segment | $18.9M | 19% |
| Other | $3.4M | 3% |
LESL
暂无分部数据
