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Allbirds, Inc.（BIRD）与FIGS, Inc.（FIGS）财务数据对比。点击上方公司名可切换其他公司
FIGS, Inc.的季度营收约是Allbirds, Inc.的4.2倍（$201.9M vs $47.7M）。FIGS, Inc.净利率更高（9.2% vs -41.1%，领先50.2%）。FIGS, Inc.同比增速更快（33.0% vs -14.6%）。FIGS, Inc.自由现金流更多（$58.1M vs $-4.1M）。过去两年FIGS, Inc.的营收复合增速更高（30.1% vs 10.1%）
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。
FIGS是一家总部位于美国加利福尼亚州圣莫尼卡的服饰企业，由希瑟·哈森与特里娜·斯皮尔于2013年共同创立，二人目前共同担任首席执行官。品牌专注为医疗从业者提供医用刷手服及相关专业产品，是医疗工装领域的知名品牌。
BIRD vs FIGS — 直观对比
营收规模更大
FIGS
是对方的4.2倍
$47.7M
营收增速更快
FIGS
高出47.6%
-14.6%
净利率更高
FIGS
高出50.2%
-41.1%
自由现金流更多
FIGS
多$62.2M
$-4.1M
两年增速更快
FIGS
近两年复合增速
10.1%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $47.7M | $201.9M |
| 净利润 | $-19.6M | $18.5M |
| 毛利率 | 37.2% | 62.9% |
| 营业利润率 | -43.5% | 9.3% |
| 净利率 | -41.1% | 9.2% |
| 营收同比 | -14.6% | 33.0% |
| 净利润同比 | 23.7% | 881.8% |
| 每股收益（稀释后） | $-2.33 | $0.10 |
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BIRDFIGS
| Q4 25 | $47.7M | $201.9M | ||
| Q3 25 | $33.0M | $151.7M | ||
| Q2 25 | $39.7M | $152.6M | ||
| Q1 25 | $32.1M | $124.9M | ||
| Q4 24 | $55.9M | $151.8M | ||
| Q3 24 | $43.0M | $140.2M | ||
| Q2 24 | $51.6M | $144.2M | ||
| Q1 24 | $39.3M | $119.3M |
净利润BIRDFIGS
| Q4 25 | $-19.6M | $18.5M | ||
| Q3 25 | $-20.3M | $8.7M | ||
| Q2 25 | $-15.5M | $7.1M | ||
| Q1 25 | $-21.9M | $-102.0K | ||
| Q4 24 | $-25.7M | $1.9M | ||
| Q3 24 | $-21.2M | $-1.7M | ||
| Q2 24 | $-19.1M | $1.1M | ||
| Q1 24 | $-27.3M | $1.4M |
毛利率BIRDFIGS
| Q4 25 | 37.2% | 62.9% | ||
| Q3 25 | 43.2% | 69.9% | ||
| Q2 25 | 40.7% | 67.0% | ||
| Q1 25 | 44.8% | 67.6% | ||
| Q4 24 | 31.3% | 67.3% | ||
| Q3 24 | 44.4% | 67.1% | ||
| Q2 24 | 50.5% | 67.4% | ||
| Q1 24 | 46.9% | 68.9% |
营业利润率BIRDFIGS
| Q4 25 | -43.5% | 9.3% | ||
| Q3 25 | -60.3% | 6.4% | ||
| Q2 25 | -41.6% | 6.5% | ||
| Q1 25 | -71.1% | -0.2% | ||
| Q4 24 | -46.1% | 5.9% | ||
| Q3 24 | -50.7% | -6.2% | ||
| Q2 24 | -39.1% | 1.1% | ||
| Q1 24 | -75.8% | 0.4% |
净利率BIRDFIGS
| Q4 25 | -41.1% | 9.2% | ||
| Q3 25 | -61.6% | 5.8% | ||
| Q2 25 | -39.1% | 4.7% | ||
| Q1 25 | -68.1% | -0.1% | ||
| Q4 24 | -46.0% | 1.2% | ||
| Q3 24 | -49.3% | -1.2% | ||
| Q2 24 | -37.1% | 0.8% | ||
| Q1 24 | -69.5% | 1.2% |
每股收益（稀释后）BIRDFIGS
| Q4 25 | $-2.33 | $0.10 | ||
| Q3 25 | $-2.49 | $0.05 | ||
| Q2 25 | $-1.92 | $0.04 | ||
| Q1 25 | $-2.73 | $0.00 | ||
| Q4 24 | $-3.22 | $0.01 | ||
| Q3 24 | $-2.68 | $-0.01 | ||
| Q2 24 | $-2.45 | $0.01 | ||
| Q1 24 | $-3.52 | $0.01 |
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 | $82.0M |
| 总债务越低越好 | $17.4M | — |
| 股东权益账面价值 | $35.9M | $437.5M |
| 总资产 | $109.4M | $580.0M |
| 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BIRDFIGS
| Q4 25 | $26.7M | $82.0M | ||
| Q3 25 | $23.7M | $46.5M | ||
| Q2 25 | $33.1M | $50.8M | ||
| Q1 25 | $39.1M | $90.0M | ||
| Q4 24 | $66.7M | $85.6M | ||
| Q3 24 | $78.6M | $124.1M | ||
| Q2 24 | $87.2M | $131.8M | ||
| Q1 24 | $102.1M | $155.3M |
总债务BIRDFIGS
| 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BIRDFIGS
| Q4 25 | $35.9M | $437.5M | ||
| Q3 25 | $51.9M | $413.3M | ||
| Q2 25 | $71.4M | $396.5M | ||
| Q1 25 | $82.8M | $381.5M | ||
| Q4 24 | $101.7M | $377.1M | ||
| Q3 24 | $127.3M | $403.5M | ||
| Q2 24 | $144.0M | $401.7M | ||
| Q1 24 | $160.3M | $389.9M |
总资产BIRDFIGS
| Q4 25 | $109.4M | $580.0M | ||
| Q3 25 | $119.9M | $544.7M | ||
| Q2 25 | $136.8M | $517.1M | ||
| Q1 25 | $147.3M | $522.3M | ||
| Q4 24 | $188.9M | $509.8M | ||
| Q3 24 | $221.9M | $542.5M | ||
| Q2 24 | $239.5M | $526.0M | ||
| Q1 24 | $272.4M | $510.9M |
负债/权益比BIRDFIGS
| 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 | $60.9M |
| 自由现金流经营现金流 - 资本支出 | $-4.1M | $58.1M |
| 自由现金流率自由现金流/营收 | -8.7% | 28.8% |
| 资本支出强度资本支出/营收 | 1.8% | 1.4% |
| 现金转化率经营现金流/净利润 | — | 3.29× |
| 过去12个月自由现金流最近4个季度 | $-58.2M | $53.0M |
8季度趋势，按日历期对齐
经营现金流BIRDFIGS
| Q4 25 | $-3.3M | $60.9M | ||
| Q3 25 | $-15.2M | $3.4M | ||
| Q2 25 | $-8.7M | $-12.4M | ||
| Q1 25 | $-27.9M | $9.2M | ||
| Q4 24 | $-10.8M | $30.4M | ||
| Q3 24 | $-11.2M | $22.6M | ||
| Q2 24 | $-15.6M | $16.5M | ||
| Q1 24 | $-26.2M | $11.6M |
自由现金流BIRDFIGS
| Q4 25 | $-4.1M | $58.1M | ||
| Q3 25 | $-16.1M | $531.0K | ||
| Q2 25 | $-9.4M | $-13.5M | ||
| Q1 25 | $-28.5M | $7.9M | ||
| Q4 24 | $-11.9M | $27.1M | ||
| Q3 24 | $-11.9M | $18.4M | ||
| Q2 24 | $-16.9M | $7.5M | ||
| Q1 24 | $-27.3M | $11.1M |
自由现金流率BIRDFIGS
| Q4 25 | -8.7% | 28.8% | ||
| Q3 25 | -48.9% | 0.4% | ||
| Q2 25 | -23.7% | -8.9% | ||
| Q1 25 | -88.8% | 6.3% | ||
| Q4 24 | -21.2% | 17.8% | ||
| Q3 24 | -27.6% | 13.1% | ||
| Q2 24 | -32.8% | 5.2% | ||
| Q1 24 | -69.5% | 9.3% |
资本支出强度BIRDFIGS
| Q4 25 | 1.8% | 1.4% | ||
| Q3 25 | 2.7% | 1.9% | ||
| Q2 25 | 1.8% | 0.7% | ||
| Q1 25 | 2.0% | 1.0% | ||
| Q4 24 | 1.8% | 2.2% | ||
| Q3 24 | 1.5% | 3.0% | ||
| Q2 24 | 2.5% | 6.2% | ||
| Q1 24 | 2.9% | 0.4% |
现金转化率BIRDFIGS
| Q4 25 | — | 3.29× | ||
| Q3 25 | — | 0.39× | ||
| Q2 25 | — | -1.75× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 16.14× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 15.04× | ||
| Q1 24 | — | 8.10× |
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
FIGS
| Scrubwear | $154.9M | 77% |
| Non Scrubwear Lifestyle | $47.0M | 23% |
