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Bluerock Homes Trust, Inc.（BHM）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
Bluerock Homes Trust, Inc.的季度营收约是Rent the Runway, Inc.的1.8倍（$18.9M vs $10.6M），Rent the Runway, Inc.净利率更高（721.7% vs -50.1%，领先771.8%），Bluerock Homes Trust, Inc.同比增速更快（35.9% vs 10.4%），过去两年Bluerock Homes Trust, Inc.的营收复合增速更高（30.1% vs 1.0%）
Bluerock Homes Trust, Inc.是一家总部位于美国的房地产投资信托企业，主要收购、持有并运营优质单户住宅租赁资产，面向美国高增长郊区市场的中等收入租户，聚焦人口基本面向好、租赁需求旺盛的区域布局。
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。
BHM vs RENT — 直观对比
营收规模更大
BHM
是对方的1.8倍
$10.6M
营收增速更快
BHM
高出25.5%
10.4%
净利率更高
RENT
高出771.8%
-50.1%
两年增速更快
BHM
近两年复合增速
1.0%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $18.9M | $10.6M |
| 净利润 | $-9.5M | $76.5M |
| 毛利率 | — | -126.4% |
| 营业利润率 | -48.8% | -152.8% |
| 净利率 | -50.1% | 721.7% |
| 营收同比 | 35.9% | 10.4% |
| 净利润同比 | -29.9% | 504.8% |
| 每股收益（稀释后） | $-0.75 | $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BHMRENT
| Q4 25 | $18.9M | $10.6M | ||
| Q3 25 | $16.6M | $11.7M | ||
| Q2 25 | $16.8M | $7.6M | ||
| Q1 25 | $16.4M | $11.8M | ||
| Q4 24 | $13.9M | $9.6M | ||
| Q3 24 | $12.7M | $10.4M | ||
| Q2 24 | $12.5M | $8.9M | ||
| Q1 24 | $11.2M | $10.4M |
净利润BHMRENT
| Q4 25 | $-9.5M | $76.5M | ||
| Q3 25 | $-10.0M | $-26.4M | ||
| Q2 25 | $-5.8M | $-26.1M | ||
| Q1 25 | $-7.3M | $-13.4M | ||
| Q4 24 | $-7.3M | $-18.9M | ||
| Q3 24 | $3.5M | $-15.6M | ||
| Q2 24 | $-5.2M | $-22.0M | ||
| Q1 24 | $-3.2M | $-24.8M |
毛利率BHMRENT
| Q4 25 | — | -126.4% | ||
| Q3 25 | — | -92.3% | ||
| Q2 25 | — | -168.4% | ||
| Q1 25 | — | -71.2% | ||
| Q4 24 | — | -122.9% | ||
| Q3 24 | — | -98.1% | ||
| Q2 24 | — | -131.5% | ||
| Q1 24 | — | -93.3% |
营业利润率BHMRENT
| Q4 25 | -48.8% | -152.8% | ||
| Q3 25 | -57.6% | -171.8% | ||
| Q2 25 | -30.9% | -259.2% | ||
| Q1 25 | -42.6% | -65.3% | ||
| Q4 24 | -52.8% | -142.7% | ||
| Q3 24 | 27.9% | -92.3% | ||
| Q2 24 | -41.3% | -185.4% | ||
| Q1 24 | -28.4% | -185.6% |
净利率BHMRENT
| Q4 25 | -50.1% | 721.7% | ||
| Q3 25 | -60.0% | -225.6% | ||
| Q2 25 | -34.7% | -343.4% | ||
| Q1 25 | -44.7% | -113.6% | ||
| Q4 24 | -52.8% | -196.9% | ||
| Q3 24 | 27.9% | -150.0% | ||
| Q2 24 | -41.3% | -247.2% | ||
| Q1 24 | -28.4% | -238.5% |
每股收益（稀释后）BHMRENT
| Q4 25 | $-0.75 | $13.65 | ||
| Q3 25 | $-0.94 | $-6.55 | ||
| Q2 25 | $-0.66 | $-6.58 | ||
| Q1 25 | $-0.67 | $-2.72 | ||
| Q4 24 | $-0.65 | $-4.70 | ||
| Q3 24 | $0.24 | $-4.17 | ||
| Q2 24 | $-0.42 | $-6.03 | ||
| Q1 24 | $-0.27 | $-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 | $169.6M | $50.7M |
| 总债务越低越好 | $428.4M | — |
| 股东权益账面价值 | $128.7M | $-35.1M |
| 总资产 | $1.2B | $231.0M |
| 负债/权益比越低杠杆越低 | 3.33× | — |
8季度趋势，按日历期对齐
现金及短期投资BHMRENT
| Q4 25 | $169.6M | $50.7M | ||
| Q3 25 | $2.1M | $43.6M | ||
| Q2 25 | $4.2M | $70.4M | ||
| Q1 25 | $3.0M | $77.4M | ||
| Q4 24 | $115.2M | $74.1M | ||
| Q3 24 | $155.1M | $76.6M | ||
| Q2 24 | $116.0M | $82.0M | ||
| Q1 24 | $92.3M | $84.0M |
总债务BHMRENT
| Q4 25 | $428.4M | — | ||
| Q3 25 | $415.9M | — | ||
| Q2 25 | $338.6M | $340.6M | ||
| Q1 25 | $336.5M | $333.7M | ||
| Q4 24 | $373.8M | — | ||
| Q3 24 | $122.5M | — | ||
| Q2 24 | $119.7M | — | ||
| Q1 24 | $120.2M | — |
股东权益BHMRENT
| Q4 25 | $128.7M | $-35.1M | ||
| Q3 25 | $131.7M | $-232.1M | ||
| Q2 25 | $135.3M | $-207.1M | ||
| Q1 25 | $137.1M | $-182.5M | ||
| Q4 24 | $139.1M | $-171.2M | ||
| Q3 24 | $142.9M | $-154.5M | ||
| Q2 24 | $142.5M | $-141.3M | ||
| Q1 24 | $144.5M | $-122.3M |
总资产BHMRENT
| Q4 25 | $1.2B | $231.0M | ||
| Q3 25 | $222.1M | $219.0M | ||
| Q2 25 | $220.3M | $245.3M | ||
| Q1 25 | $186.2M | $240.0M | ||
| Q4 24 | $967.0M | $251.6M | ||
| Q3 24 | $800.8M | $257.4M | ||
| Q2 24 | $756.2M | $278.4M | ||
| Q1 24 | $727.4M | $278.5M |
负债/权益比BHMRENT
| Q4 25 | 3.33× | — | ||
| Q3 25 | 3.16× | — | ||
| Q2 25 | 2.50× | — | ||
| Q1 25 | 2.45× | — | ||
| Q4 24 | 2.69× | — | ||
| Q3 24 | 0.86× | — | ||
| Q2 24 | 0.84× | — | ||
| Q1 24 | 0.83× | — |
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 | $27.8M | $-1.4M |
| 自由现金流经营现金流 - 资本支出 | $10.4M | — |
| 自由现金流率自由现金流/营收 | 55.0% | — |
| 资本支出强度资本支出/营收 | 91.8% | — |
| 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 | $25.0M | — |
8季度趋势，按日历期对齐
经营现金流BHMRENT
| Q4 25 | $27.8M | $-1.4M | ||
| Q3 25 | $13.4M | $-10.5M | ||
| Q2 25 | $13.9M | $8.3M | ||
| Q1 25 | $951.0K | $1.4M | ||
| Q4 24 | $9.1M | $4.7M | ||
| Q3 24 | $1.7M | $2.2M | ||
| Q2 24 | $1.3M | $4.6M | ||
| Q1 24 | $1.1M | $-8.0M |
自由现金流BHMRENT
| Q4 25 | $10.4M | — | ||
| Q3 25 | $8.7M | — | ||
| Q2 25 | $8.8M | — | ||
| Q1 25 | $-2.9M | — | ||
| Q4 24 | $-253.0K | — | ||
| Q3 24 | $-601.0K | — | ||
| Q2 24 | $-654.0K | — | ||
| Q1 24 | $-630.0K | — |
自由现金流率BHMRENT
| Q4 25 | 55.0% | — | ||
| Q3 25 | 52.4% | — | ||
| Q2 25 | 52.2% | — | ||
| Q1 25 | -17.6% | — | ||
| Q4 24 | -1.8% | — | ||
| Q3 24 | -4.7% | — | ||
| Q2 24 | -5.2% | — | ||
| Q1 24 | -5.6% | — |
资本支出强度BHMRENT
| Q4 25 | 91.8% | — | ||
| Q3 25 | 28.5% | — | ||
| Q2 25 | 30.3% | — | ||
| Q1 25 | 23.4% | — | ||
| Q4 24 | 66.9% | — | ||
| Q3 24 | 18.0% | — | ||
| Q2 24 | 15.3% | — | ||
| Q1 24 | 15.5% | — |
现金转化率BHMRENT
| Q4 25 | — | -0.02× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.47× | — | ||
| 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
BHM
| Residential Communities Segment | $11.4M | 61% |
| Scattered Single Family Homes Segment | $7.5M | 39% |
RENT
暂无分部数据
