vs
Allbirds, Inc.（BIRD）与CARTERS INC（CRI）财务数据对比。点击上方公司名可切换其他公司
CARTERS INC的季度营收约是Allbirds, Inc.的15.9倍（$757.8M vs $47.7M）。CARTERS INC净利率更高（1.5% vs -41.1%，领先42.6%）。CARTERS INC同比增速更快（-0.1% vs -14.6%）。Allbirds, Inc.自由现金流更多（$-4.1M vs $-144.1M）
Bird Global, Inc.是一家总部位于美国佛罗里达州迈阿密的微出行企业，成立于2017年9月。该公司主营共享电动滑板车业务，业务已覆盖全球超过350座城市。2024年4月，为避免破产，该公司被Third Lane Mobility收购。
卡特公司是美国知名儿童服饰设计与销售龙头企业，由威廉·卡特于1865年创立，主打婴童服饰品类，凭借多年的行业深耕，在北美儿童服饰市场拥有较高的认可度与市场份额。
BIRD vs CRI — 直观对比
营收规模更大
CRI
是对方的15.9倍
$47.7M
营收增速更快
CRI
高出14.6%
-14.6%
净利率更高
CRI
高出42.6%
-41.1%
自由现金流更多
BIRD
多$139.9M
$-144.1M
损益表 — Q4 2025 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $47.7M | $757.8M |
| 净利润 | $-19.6M | $11.6M |
| 毛利率 | 37.2% | 45.1% |
| 营业利润率 | -43.5% | 3.8% |
| 净利率 | -41.1% | 1.5% |
| 营收同比 | -14.6% | -0.1% |
| 净利润同比 | 23.7% | -80.1% |
| 每股收益（稀释后） | $-2.33 | $0.32 |
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BIRDCRI
| Q4 25 | $47.7M | — | ||
| Q3 25 | $33.0M | $757.8M | ||
| Q2 25 | $39.7M | $585.3M | ||
| Q1 25 | $32.1M | $629.8M | ||
| Q4 24 | $55.9M | — | ||
| Q3 24 | $43.0M | — | ||
| Q2 24 | $51.6M | — | ||
| Q1 24 | $39.3M | — |
净利润BIRDCRI
| Q4 25 | $-19.6M | — | ||
| Q3 25 | $-20.3M | $11.6M | ||
| Q2 25 | $-15.5M | $446.0K | ||
| Q1 25 | $-21.9M | $15.5M | ||
| Q4 24 | $-25.7M | — | ||
| Q3 24 | $-21.2M | — | ||
| Q2 24 | $-19.1M | — | ||
| Q1 24 | $-27.3M | — |
毛利率BIRDCRI
| Q4 25 | 37.2% | — | ||
| Q3 25 | 43.2% | 45.1% | ||
| Q2 25 | 40.7% | 48.1% | ||
| Q1 25 | 44.8% | 46.2% | ||
| Q4 24 | 31.3% | — | ||
| Q3 24 | 44.4% | — | ||
| Q2 24 | 50.5% | — | ||
| Q1 24 | 46.9% | — |
营业利润率BIRDCRI
| Q4 25 | -43.5% | — | ||
| Q3 25 | -60.3% | 3.8% | ||
| Q2 25 | -41.6% | 0.7% | ||
| Q1 25 | -71.1% | 4.1% | ||
| Q4 24 | -46.1% | — | ||
| Q3 24 | -50.7% | — | ||
| Q2 24 | -39.1% | — | ||
| Q1 24 | -75.8% | — |
净利率BIRDCRI
| Q4 25 | -41.1% | — | ||
| Q3 25 | -61.6% | 1.5% | ||
| Q2 25 | -39.1% | 0.1% | ||
| Q1 25 | -68.1% | 2.5% | ||
| Q4 24 | -46.0% | — | ||
| Q3 24 | -49.3% | — | ||
| Q2 24 | -37.1% | — | ||
| Q1 24 | -69.5% | — |
每股收益（稀释后）BIRDCRI
| Q4 25 | $-2.33 | — | ||
| Q3 25 | $-2.49 | $0.32 | ||
| Q2 25 | $-1.92 | $0.01 | ||
| Q1 25 | $-2.73 | $0.43 | ||
| Q4 24 | $-3.22 | — | ||
| Q3 24 | $-2.68 | — | ||
| Q2 24 | $-2.45 | — | ||
| Q1 24 | $-3.52 | — |
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 | $26.7M | $184.2M |
| 总债务越低越好 | $17.4M | — |
| 股东权益账面价值 | $35.9M | $864.6M |
| 总资产 | $109.4M | $2.5B |
| 负债/权益比越低杠杆越低 | 0.48× | — |
8季度趋势，按日历期对齐
现金及短期投资BIRDCRI
| Q4 25 | $26.7M | — | ||
| Q3 25 | $23.7M | $184.2M | ||
| Q2 25 | $33.1M | $338.2M | ||
| Q1 25 | $39.1M | $320.8M | ||
| Q4 24 | $66.7M | — | ||
| Q3 24 | $78.6M | — | ||
| Q2 24 | $87.2M | — | ||
| Q1 24 | $102.1M | — |
总债务BIRDCRI
| Q4 25 | $17.4M | — | ||
| Q3 25 | $12.3M | — | ||
| Q2 25 | $5.0M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $0 | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益BIRDCRI
| Q4 25 | $35.9M | — | ||
| Q3 25 | $51.9M | $864.6M | ||
| Q2 25 | $71.4M | $853.9M | ||
| Q1 25 | $82.8M | $847.2M | ||
| Q4 24 | $101.7M | — | ||
| Q3 24 | $127.3M | — | ||
| Q2 24 | $144.0M | — | ||
| Q1 24 | $160.3M | — |
总资产BIRDCRI
| Q4 25 | $109.4M | — | ||
| Q3 25 | $119.9M | $2.5B | ||
| Q2 25 | $136.8M | $2.5B | ||
| Q1 25 | $147.3M | $2.3B | ||
| Q4 24 | $188.9M | — | ||
| Q3 24 | $221.9M | — | ||
| Q2 24 | $239.5M | — | ||
| Q1 24 | $272.4M | — |
负债/权益比BIRDCRI
| Q4 25 | 0.48× | — | ||
| Q3 25 | 0.24× | — | ||
| Q2 25 | 0.07× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.00× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $-3.3M | $-128.0M |
| 自由现金流经营现金流 - 资本支出 | $-4.1M | $-144.1M |
| 自由现金流率自由现金流/营收 | -8.7% | -19.0% |
| 资本支出强度资本支出/营收 | 1.8% | 2.1% |
| 现金转化率经营现金流/净利润 | — | -11.04× |
| 过去12个月自由现金流最近4个季度 | $-58.2M | — |
8季度趋势，按日历期对齐
经营现金流BIRDCRI
| Q4 25 | $-3.3M | — | ||
| Q3 25 | $-15.2M | $-128.0M | ||
| Q2 25 | $-8.7M | $40.3M | ||
| Q1 25 | $-27.9M | $-48.6M | ||
| Q4 24 | $-10.8M | — | ||
| Q3 24 | $-11.2M | — | ||
| Q2 24 | $-15.6M | — | ||
| Q1 24 | $-26.2M | — |
自由现金流BIRDCRI
| Q4 25 | $-4.1M | — | ||
| Q3 25 | $-16.1M | $-144.1M | ||
| Q2 25 | $-9.4M | $24.1M | ||
| Q1 25 | $-28.5M | $-59.0M | ||
| Q4 24 | $-11.9M | — | ||
| Q3 24 | $-11.9M | — | ||
| Q2 24 | $-16.9M | — | ||
| Q1 24 | $-27.3M | — |
自由现金流率BIRDCRI
| Q4 25 | -8.7% | — | ||
| Q3 25 | -48.9% | -19.0% | ||
| Q2 25 | -23.7% | 4.1% | ||
| Q1 25 | -88.8% | -9.4% | ||
| Q4 24 | -21.2% | — | ||
| Q3 24 | -27.6% | — | ||
| Q2 24 | -32.8% | — | ||
| Q1 24 | -69.5% | — |
资本支出强度BIRDCRI
| Q4 25 | 1.8% | — | ||
| Q3 25 | 2.7% | 2.1% | ||
| Q2 25 | 1.8% | 2.8% | ||
| Q1 25 | 2.0% | 1.6% | ||
| Q4 24 | 1.8% | — | ||
| Q3 24 | 1.5% | — | ||
| Q2 24 | 2.5% | — | ||
| Q1 24 | 2.9% | — |
现金转化率BIRDCRI
| Q4 25 | — | — | ||
| Q3 25 | — | -11.04× | ||
| Q2 25 | — | 90.37× | ||
| Q1 25 | — | -3.13× | ||
| 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
BIRD
暂无分部数据
CRI
| Sales Channel Directly To Consumer | $362.3M | 48% |
| Sales Channel Through Intermediary | $283.8M | 37% |
| Other | $110.4M | 15% |
| Gift Cards | $1.3M | 0% |
