vs
BED BATH & BEYOND, INC.（BBBY）与再鼎医药（ZLAB）财务数据对比。点击上方公司名可切换其他公司
BED BATH & BEYOND, INC.的季度营收约是再鼎医药的1.9倍（$247.8M vs $127.1M），再鼎医药同比增速更快（17.1% vs 6.9%），BED BATH & BEYOND, INC.自由现金流更多（$-12.8M vs $-26.7M），过去两年再鼎医药的营收复合增速更高（20.8% vs -21.1%）
Bed Bath & Beyond曾是美国大型零售连锁企业，主营家居用品、家具及特色家居商品，总部位于新泽西州尤宁郡，业务覆盖美国与加拿大，曾经一度跻身财富世界500强与福布斯全球2000强榜单。该企业于2023年4月申请破产清算，关闭所有剩余门店，现已转型为线上零售品牌。
再鼎医药是一家创新生物制药企业，专注于肿瘤、自身免疫性疾病、感染性疾病等领域创新疗法的研发、生产与商业化，核心市场覆盖大中华区，与全球多家头部生物科技企业合作，为存在未被满足医疗需求的患者提供治疗方案。
BBBY vs ZLAB — 直观对比
营收规模更大
BBBY
是对方的1.9倍
$127.1M
营收增速更快
ZLAB
高出10.2%
6.9%
自由现金流更多
BBBY
多$13.9M
$-26.7M
两年增速更快
ZLAB
近两年复合增速
-21.1%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $247.8M | $127.1M |
| 净利润 | $-16.4M | — |
| 毛利率 | 23.9% | 51.0% |
| 营业利润率 | 68.8% | -54.6% |
| 净利率 | -6.6% | — |
| 营收同比 | 6.9% | 17.1% |
| 净利润同比 | 58.9% | — |
| 每股收益（稀释后） | $-0.24 | $-0.05 |
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BBBYZLAB
| Q1 26 | $247.8M | — | ||
| Q4 25 | $273.4M | $127.1M | ||
| Q3 25 | $257.2M | $115.4M | ||
| Q2 25 | $282.3M | $109.1M | ||
| Q1 25 | $231.7M | $105.7M | ||
| Q4 24 | $303.2M | $108.5M | ||
| Q3 24 | $311.4M | $101.8M | ||
| Q2 24 | $398.1M | $100.1M |
净利润BBBYZLAB
| Q1 26 | $-16.4M | — | ||
| Q4 25 | $-20.9M | — | ||
| Q3 25 | $-4.5M | $-36.0M | ||
| Q2 25 | $-19.3M | $-40.7M | ||
| Q1 25 | $-39.9M | $-48.4M | ||
| Q4 24 | $-81.3M | — | ||
| Q3 24 | $-61.0M | $-41.7M | ||
| Q2 24 | $-42.6M | $-80.3M |
毛利率BBBYZLAB
| Q1 26 | 23.9% | — | ||
| Q4 25 | 24.6% | 51.0% | ||
| Q3 25 | 25.3% | 59.5% | ||
| Q2 25 | 23.7% | 60.6% | ||
| Q1 25 | 25.1% | 63.6% | ||
| Q4 24 | 23.0% | 61.5% | ||
| Q3 24 | 21.2% | 64.1% | ||
| Q2 24 | 20.1% | 64.9% |
营业利润率BBBYZLAB
| Q1 26 | 68.8% | — | ||
| Q4 25 | -4.8% | -54.6% | ||
| Q3 25 | -4.8% | -42.3% | ||
| Q2 25 | -4.4% | -50.3% | ||
| Q1 25 | -10.0% | -53.3% | ||
| Q4 24 | -11.3% | -62.6% | ||
| Q3 24 | -14.5% | -66.6% | ||
| Q2 24 | -11.8% | -76.0% |
净利率BBBYZLAB
| Q1 26 | -6.6% | — | ||
| Q4 25 | -7.6% | — | ||
| Q3 25 | -1.8% | -31.2% | ||
| Q2 25 | -6.8% | -37.3% | ||
| Q1 25 | -17.2% | -45.8% | ||
| Q4 24 | -26.8% | — | ||
| Q3 24 | -19.6% | -40.9% | ||
| Q2 24 | -10.7% | -80.2% |
每股收益（稀释后）BBBYZLAB
| Q1 26 | $-0.24 | — | ||
| Q4 25 | $-0.26 | $-0.05 | ||
| Q3 25 | $-0.07 | $-0.03 | ||
| Q2 25 | $-0.34 | $-0.04 | ||
| Q1 25 | $-0.74 | $-0.04 | ||
| Q4 24 | $-1.68 | $-0.09 | ||
| Q3 24 | $-1.33 | $-0.04 | ||
| Q2 24 | $-0.93 | $-0.08 |
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 | $135.8M | $689.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $202.5M | $715.5M |
| 总资产 | $404.5M | $1.2B |
| 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BBBYZLAB
| Q1 26 | $135.8M | — | ||
| Q4 25 | $175.3M | $689.6M | ||
| Q3 25 | $167.4M | $717.2M | ||
| Q2 25 | $120.6M | $732.2M | ||
| Q1 25 | $114.6M | $757.3M | ||
| Q4 24 | $159.2M | $779.7M | ||
| Q3 24 | $140.4M | $616.1M | ||
| Q2 24 | $186.2M | $630.0M |
股东权益BBBYZLAB
| Q1 26 | $202.5M | — | ||
| Q4 25 | $217.6M | $715.5M | ||
| Q3 25 | $202.6M | $759.9M | ||
| Q2 25 | $130.9M | $791.7M | ||
| Q1 25 | $143.4M | $810.8M | ||
| Q4 24 | $162.7M | $840.9M | ||
| Q3 24 | $196.2M | $667.7M | ||
| Q2 24 | $250.4M | $704.2M |
总资产BBBYZLAB
| Q1 26 | $404.5M | — | ||
| Q4 25 | $425.5M | $1.2B | ||
| Q3 25 | $414.4M | $1.2B | ||
| Q2 25 | $358.1M | $1.2B | ||
| Q1 25 | $363.7M | $1.2B | ||
| Q4 24 | $402.0M | $1.2B | ||
| Q3 24 | $428.3M | $985.3M | ||
| Q2 24 | $496.8M | $987.4M |
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 | $-11.8M | $-26.0M |
| 自由现金流经营现金流 - 资本支出 | $-12.8M | $-26.7M |
| 自由现金流率自由现金流/营收 | -5.2% | -21.0% |
| 资本支出强度资本支出/营收 | — | 0.5% |
| 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 | $-24.8M | $-158.9M |
8季度趋势，按日历期对齐
经营现金流BBBYZLAB
| Q1 26 | $-11.8M | — | ||
| Q4 25 | $-6.5M | $-26.0M | ||
| Q3 25 | $-15.1M | $-32.0M | ||
| Q2 25 | $15.8M | $-31.0M | ||
| Q1 25 | $-50.9M | $-61.7M | ||
| Q4 24 | $-21.7M | $-55.8M | ||
| Q3 24 | $-42.1M | $-26.8M | ||
| Q2 24 | $-75.9M | $-42.2M |
自由现金流BBBYZLAB
| Q1 26 | $-12.8M | — | ||
| Q4 25 | $-8.6M | $-26.7M | ||
| Q3 25 | $-17.4M | $-35.0M | ||
| Q2 25 | $14.0M | $-33.9M | ||
| Q1 25 | $-52.1M | $-63.2M | ||
| Q4 24 | $-24.7M | $-58.4M | ||
| Q3 24 | $-45.5M | $-28.2M | ||
| Q2 24 | $-80.4M | $-42.9M |
自由现金流率BBBYZLAB
| Q1 26 | -5.2% | — | ||
| Q4 25 | -3.2% | -21.0% | ||
| Q3 25 | -6.8% | -30.4% | ||
| Q2 25 | 5.0% | -31.1% | ||
| Q1 25 | -22.5% | -59.9% | ||
| Q4 24 | -8.1% | -53.8% | ||
| Q3 24 | -14.6% | -27.7% | ||
| Q2 24 | -20.2% | -42.9% |
资本支出强度BBBYZLAB
| Q1 26 | — | — | ||
| Q4 25 | 0.8% | 0.5% | ||
| Q3 25 | 0.9% | 2.6% | ||
| Q2 25 | 0.6% | 2.6% | ||
| Q1 25 | 0.5% | 1.5% | ||
| Q4 24 | 1.0% | 2.4% | ||
| Q3 24 | 1.1% | 1.3% | ||
| Q2 24 | 1.1% | 0.7% |
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
BBBY
暂无分部数据
ZLAB
| Zejula | $56.0M | 44% |
| Other | $21.9M | 17% |
| Nuzyra | $16.0M | 13% |
| Optune | $11.9M | 9% |
| XACDURO | $10.7M | 8% |
| Qinlock | $9.7M | 8% |
| AUGTYRO | $836.0K | 1% |
