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Bark, Inc.（BARK）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
Bark, Inc.的季度营收约是Rent the Runway, Inc.的9.3倍（$98.4M vs $10.6M）。Rent the Runway, Inc.净利率更高（721.7% vs -8.8%，领先730.5%）。Rent the Runway, Inc.同比增速更快（10.4% vs -22.1%）。过去两年Rent the Runway, Inc.的营收复合增速更高（1.0% vs -10.0%）
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。
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。
BARK vs RENT — 直观对比
营收规模更大
BARK
是对方的9.3倍
$10.6M
营收增速更快
RENT
高出32.6%
-22.1%
净利率更高
RENT
高出730.5%
-8.8%
两年增速更快
RENT
近两年复合增速
-10.0%
损益表 — Q3 2026 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $98.4M | $10.6M |
| 净利润 | $-8.6M | $76.5M |
| 毛利率 | 62.5% | -126.4% |
| 营业利润率 | -9.1% | -152.8% |
| 净利率 | -8.8% | 721.7% |
| 营收同比 | -22.1% | 10.4% |
| 净利润同比 | 24.9% | 504.8% |
| 每股收益（稀释后） | $-0.05 | $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BARKRENT
| Q4 25 | $98.4M | $10.6M | ||
| Q3 25 | $107.0M | $11.7M | ||
| Q2 25 | $102.9M | $7.6M | ||
| Q1 25 | $115.4M | $11.8M | ||
| Q4 24 | $126.4M | $9.6M | ||
| Q3 24 | $126.1M | $10.4M | ||
| Q2 24 | $116.2M | $8.9M | ||
| Q1 24 | $121.5M | $10.4M |
净利润BARKRENT
| Q4 25 | $-8.6M | $76.5M | ||
| Q3 25 | $-10.7M | $-26.4M | ||
| Q2 25 | $-7.0M | $-26.1M | ||
| Q1 25 | $-6.1M | $-13.4M | ||
| Q4 24 | $-11.5M | $-18.9M | ||
| Q3 24 | $-5.3M | $-15.6M | ||
| Q2 24 | $-10.0M | $-22.0M | ||
| Q1 24 | $-4.9M | $-24.8M |
毛利率BARKRENT
| Q4 25 | 62.5% | -126.4% | ||
| Q3 25 | 57.9% | -92.3% | ||
| Q2 25 | 62.3% | -168.4% | ||
| Q1 25 | 63.6% | -71.2% | ||
| Q4 24 | 62.7% | -122.9% | ||
| Q3 24 | 60.4% | -98.1% | ||
| Q2 24 | 63.0% | -131.5% | ||
| Q1 24 | 62.8% | -93.3% |
营业利润率BARKRENT
| Q4 25 | -9.1% | -152.8% | ||
| Q3 25 | -10.0% | -171.8% | ||
| Q2 25 | -8.1% | -259.2% | ||
| Q1 25 | -5.7% | -65.3% | ||
| Q4 24 | -9.7% | -142.7% | ||
| Q3 24 | -4.5% | -92.3% | ||
| Q2 24 | -9.1% | -185.4% | ||
| Q1 24 | -5.3% | -185.6% |
净利率BARKRENT
| Q4 25 | -8.8% | 721.7% | ||
| Q3 25 | -10.0% | -225.6% | ||
| Q2 25 | -6.8% | -343.4% | ||
| Q1 25 | -5.3% | -113.6% | ||
| Q4 24 | -9.1% | -196.9% | ||
| Q3 24 | -4.2% | -150.0% | ||
| Q2 24 | -8.6% | -247.2% | ||
| Q1 24 | -4.0% | -238.5% |
每股收益（稀释后）BARKRENT
| Q4 25 | $-0.05 | $13.65 | ||
| Q3 25 | $-0.06 | $-6.55 | ||
| Q2 25 | $-0.04 | $-6.58 | ||
| Q1 25 | $-0.03 | $-2.72 | ||
| Q4 24 | $-0.07 | $-4.70 | ||
| Q3 24 | $-0.03 | $-4.17 | ||
| Q2 24 | $-0.06 | $-6.03 | ||
| Q1 24 | $-0.02 | $-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 | $21.7M | $50.7M |
| 总债务越低越好 | $0 | — |
| 股东权益账面价值 | $81.2M | $-35.1M |
| 总资产 | $188.7M | $231.0M |
| 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BARKRENT
| Q4 25 | $21.7M | $50.7M | ||
| Q3 25 | $63.4M | $43.6M | ||
| Q2 25 | $84.7M | $70.4M | ||
| Q1 25 | $94.0M | $77.4M | ||
| Q4 24 | $115.3M | $74.1M | ||
| Q3 24 | $115.2M | $76.6M | ||
| Q2 24 | $117.8M | $82.0M | ||
| Q1 24 | $125.5M | $84.0M |
总债务BARKRENT
| Q4 25 | $0 | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $340.6M | ||
| Q1 25 | $42.6M | $333.7M | ||
| Q4 24 | $42.5M | — | ||
| Q3 24 | $40.1M | — | ||
| Q2 24 | $40.0M | — | ||
| Q1 24 | $39.9M | — |
股东权益BARKRENT
| Q4 25 | $81.2M | $-35.1M | ||
| Q3 25 | $86.5M | $-232.1M | ||
| Q2 25 | $94.0M | $-207.1M | ||
| Q1 25 | $99.5M | $-182.5M | ||
| Q4 24 | $113.0M | $-171.2M | ||
| Q3 24 | $123.6M | $-154.5M | ||
| Q2 24 | $128.1M | $-141.3M | ||
| Q1 24 | $139.4M | $-122.3M |
总资产BARKRENT
| Q4 25 | $188.7M | $231.0M | ||
| Q3 25 | $248.0M | $219.0M | ||
| Q2 25 | $260.0M | $245.3M | ||
| Q1 25 | $260.6M | $240.0M | ||
| Q4 24 | $292.2M | $251.6M | ||
| Q3 24 | $301.6M | $257.4M | ||
| Q2 24 | $287.7M | $278.4M | ||
| Q1 24 | $298.6M | $278.5M |
负债/权益比BARKRENT
| Q4 25 | 0.00× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.43× | — | ||
| Q4 24 | 0.38× | — | ||
| Q3 24 | 0.32× | — | ||
| Q2 24 | 0.31× | — | ||
| Q1 24 | 0.29× | — |
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 | $-1.4M |
| 自由现金流经营现金流 - 资本支出 | $1.6M | — |
| 自由现金流率自由现金流/营收 | 1.6% | — |
| 资本支出强度资本支出/营收 | 0.1% | — |
| 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 | $-36.5M | — |
8季度趋势，按日历期对齐
经营现金流BARKRENT
| Q4 25 | $1.7M | $-1.4M | ||
| Q3 25 | $-18.1M | $-10.5M | ||
| Q2 25 | $-5.4M | $8.3M | ||
| Q1 25 | $-10.3M | $1.4M | ||
| Q4 24 | $-1.4M | $4.7M | ||
| Q3 24 | $2.8M | $2.2M | ||
| Q2 24 | $1.8M | $4.6M | ||
| Q1 24 | $-1.0M | $-8.0M |
自由现金流BARKRENT
| Q4 25 | $1.6M | — | ||
| Q3 25 | $-19.9M | — | ||
| Q2 25 | $-6.1M | — | ||
| Q1 25 | $-12.0M | — | ||
| Q4 24 | $-2.0M | — | ||
| Q3 24 | $966.0K | — | ||
| Q2 24 | $-251.0K | — | ||
| Q1 24 | $-3.2M | — |
自由现金流率BARKRENT
| Q4 25 | 1.6% | — | ||
| Q3 25 | -18.6% | — | ||
| Q2 25 | -6.0% | — | ||
| Q1 25 | -10.4% | — | ||
| Q4 24 | -1.6% | — | ||
| Q3 24 | 0.8% | — | ||
| Q2 24 | -0.2% | — | ||
| Q1 24 | -2.6% | — |
资本支出强度BARKRENT
| Q4 25 | 0.1% | — | ||
| Q3 25 | 1.7% | — | ||
| Q2 25 | 0.7% | — | ||
| Q1 25 | 1.5% | — | ||
| Q4 24 | 0.5% | — | ||
| Q3 24 | 1.4% | — | ||
| Q2 24 | 1.8% | — | ||
| Q1 24 | 1.8% | — |
现金转化率BARKRENT
| 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
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% |
RENT
暂无分部数据
