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Allbirds, Inc.（BIRD）与G III APPAREL GROUP LTD（GIII）财务数据对比。点击上方公司名可切换其他公司
G III APPAREL GROUP LTD的季度营收约是Allbirds, Inc.的20.7倍（$988.6M vs $47.7M）。G III APPAREL GROUP LTD净利率更高（8.2% vs -41.1%，领先49.2%）。G III APPAREL GROUP LTD同比增速更快（-9.0% vs -14.6%）。Allbirds, Inc.自由现金流更多（$-4.1M vs $-106.4M）。过去两年G III APPAREL GROUP LTD的营收复合增速更高（13.7% 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。
GIII服装集团是一家国际时尚企业，设计、生产及销售服装、鞋履、配饰等产品，拥有多个知名自有及授权品牌，覆盖休闲、运动、轻奢等多个品类，主要销往北美、欧洲等全球市场，合作客户包括百货商场、专业零售商及电商平台。
BIRD vs GIII — 直观对比
营收规模更大
GIII
是对方的20.7倍
$47.7M
营收增速更快
GIII
高出5.6%
-14.6%
净利率更高
GIII
高出49.2%
-41.1%
自由现金流更多
BIRD
多$102.3M
$-106.4M
两年增速更快
GIII
近两年复合增速
10.1%
损益表 — Q4 2025 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $47.7M | $988.6M |
| 净利润 | $-19.6M | $80.6M |
| 毛利率 | 37.2% | 38.6% |
| 营业利润率 | -43.5% | 11.4% |
| 净利率 | -41.1% | 8.2% |
| 营收同比 | -14.6% | -9.0% |
| 净利润同比 | 23.7% | -29.8% |
| 每股收益（稀释后） | $-2.33 | $1.84 |
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BIRDGIII
| Q4 25 | $47.7M | $988.6M | ||
| Q3 25 | $33.0M | $613.3M | ||
| Q2 25 | $39.7M | $583.6M | ||
| Q1 25 | $32.1M | $839.5M | ||
| Q4 24 | $55.9M | $1.1B | ||
| Q3 24 | $43.0M | $644.8M | ||
| Q2 24 | $51.6M | $609.7M | ||
| Q1 24 | $39.3M | $764.8M |
净利润BIRDGIII
| Q4 25 | $-19.6M | $80.6M | ||
| Q3 25 | $-20.3M | $10.9M | ||
| Q2 25 | $-15.5M | $7.8M | ||
| Q1 25 | $-21.9M | $48.8M | ||
| Q4 24 | $-25.7M | $114.8M | ||
| Q3 24 | $-21.2M | $24.2M | ||
| Q2 24 | $-19.1M | $5.8M | ||
| Q1 24 | $-27.3M | $28.9M |
毛利率BIRDGIII
| Q4 25 | 37.2% | 38.6% | ||
| Q3 25 | 43.2% | 40.8% | ||
| Q2 25 | 40.7% | 42.2% | ||
| Q1 25 | 44.8% | 39.5% | ||
| Q4 24 | 31.3% | 39.8% | ||
| Q3 24 | 44.4% | 42.8% | ||
| Q2 24 | 50.5% | 42.5% | ||
| Q1 24 | 46.9% | 36.9% |
营业利润率BIRDGIII
| Q4 25 | -43.5% | 11.4% | ||
| Q3 25 | -60.3% | 2.7% | ||
| Q2 25 | -41.6% | 1.5% | ||
| Q1 25 | -71.1% | 8.5% | ||
| Q4 24 | -46.1% | 15.3% | ||
| Q3 24 | -50.7% | 6.4% | ||
| Q2 24 | -39.1% | 2.2% | ||
| Q1 24 | -75.8% | 6.1% |
净利率BIRDGIII
| Q4 25 | -41.1% | 8.2% | ||
| Q3 25 | -61.6% | 1.8% | ||
| Q2 25 | -39.1% | 1.3% | ||
| Q1 25 | -68.1% | 5.8% | ||
| Q4 24 | -46.0% | 10.6% | ||
| Q3 24 | -49.3% | 3.8% | ||
| Q2 24 | -37.1% | 1.0% | ||
| Q1 24 | -69.5% | 3.8% |
每股收益（稀释后）BIRDGIII
| Q4 25 | $-2.33 | $1.84 | ||
| Q3 25 | $-2.49 | $0.25 | ||
| Q2 25 | $-1.92 | $0.17 | ||
| Q1 25 | $-2.73 | $1.00 | ||
| Q4 24 | $-3.22 | $2.55 | ||
| Q3 24 | $-2.68 | $0.53 | ||
| Q2 24 | $-2.45 | $0.12 | ||
| Q1 24 | $-3.52 | $0.59 |
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 | $184.1M |
| 总债务越低越好 | $17.4M | $6.5M |
| 股东权益账面价值 | $35.9M | $1.8B |
| 总资产 | $109.4M | $2.8B |
| 负债/权益比越低杠杆越低 | 0.48× | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资BIRDGIII
| Q4 25 | $26.7M | $184.1M | ||
| Q3 25 | $23.7M | $301.8M | ||
| Q2 25 | $33.1M | $257.8M | ||
| Q1 25 | $39.1M | $181.4M | ||
| Q4 24 | $66.7M | $104.7M | ||
| Q3 24 | $78.6M | $414.8M | ||
| Q2 24 | $87.2M | $508.4M | ||
| Q1 24 | $102.1M | $507.8M |
总债务BIRDGIII
| Q4 25 | $17.4M | $6.5M | ||
| Q3 25 | $12.3M | $6.9M | ||
| Q2 25 | $5.0M | $6.8M | ||
| Q1 25 | — | $3.0M | ||
| Q4 24 | $0 | $213.9M | ||
| Q3 24 | — | $402.5M | ||
| Q2 24 | — | $402.7M | ||
| Q1 24 | — | $402.8M |
股东权益BIRDGIII
| Q4 25 | $35.9M | $1.8B | ||
| Q3 25 | $51.9M | $1.7B | ||
| Q2 25 | $71.4M | $1.7B | ||
| Q1 25 | $82.8M | $1.7B | ||
| Q4 24 | $101.7M | $1.6B | ||
| Q3 24 | $127.3M | $1.5B | ||
| Q2 24 | $144.0M | $1.5B | ||
| Q1 24 | $160.3M | $1.6B |
总资产BIRDGIII
| Q4 25 | $109.4M | $2.8B | ||
| Q3 25 | $119.9M | $2.7B | ||
| Q2 25 | $136.8M | $2.4B | ||
| Q1 25 | $147.3M | $2.5B | ||
| Q4 24 | $188.9M | $2.8B | ||
| Q3 24 | $221.9M | $2.7B | ||
| Q2 24 | $239.5M | $2.6B | ||
| Q1 24 | $272.4M | $2.7B |
负债/权益比BIRDGIII
| Q4 25 | 0.48× | 0.00× | ||
| Q3 25 | 0.24× | 0.00× | ||
| Q2 25 | 0.07× | 0.00× | ||
| Q1 25 | — | 0.00× | ||
| Q4 24 | 0.00× | 0.13× | ||
| Q3 24 | — | 0.27× | ||
| Q2 24 | — | 0.26× | ||
| Q1 24 | — | 0.26× |
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 | $-97.3M |
| 自由现金流经营现金流 - 资本支出 | $-4.1M | $-106.4M |
| 自由现金流率自由现金流/营收 | -8.7% | -10.8% |
| 资本支出强度资本支出/营收 | 1.8% | 0.9% |
| 现金转化率经营现金流/净利润 | — | -1.21× |
| 过去12个月自由现金流最近4个季度 | $-58.2M | $367.7M |
8季度趋势，按日历期对齐
经营现金流BIRDGIII
| Q4 25 | $-3.3M | $-97.3M | ||
| Q3 25 | $-15.2M | $75.1M | ||
| Q2 25 | $-8.7M | $93.8M | ||
| Q1 25 | $-27.9M | $333.4M | ||
| Q4 24 | $-10.8M | $-111.8M | ||
| Q3 24 | $-11.2M | $49.3M | ||
| Q2 24 | $-15.6M | $45.5M | ||
| Q1 24 | $-26.2M | $361.3M |
自由现金流BIRDGIII
| Q4 25 | $-4.1M | $-106.4M | ||
| Q3 25 | $-16.1M | $64.7M | ||
| Q2 25 | $-9.4M | $85.7M | ||
| Q1 25 | $-28.5M | $323.7M | ||
| Q4 24 | $-11.9M | $-120.3M | ||
| Q3 24 | $-11.9M | $38.8M | ||
| Q2 24 | $-16.9M | $32.8M | ||
| Q1 24 | $-27.3M | $352.3M |
自由现金流率BIRDGIII
| Q4 25 | -8.7% | -10.8% | ||
| Q3 25 | -48.9% | 10.6% | ||
| Q2 25 | -23.7% | 14.7% | ||
| Q1 25 | -88.8% | 38.6% | ||
| Q4 24 | -21.2% | -11.1% | ||
| Q3 24 | -27.6% | 6.0% | ||
| Q2 24 | -32.8% | 5.4% | ||
| Q1 24 | -69.5% | 46.1% |
资本支出强度BIRDGIII
| Q4 25 | 1.8% | 0.9% | ||
| Q3 25 | 2.7% | 1.7% | ||
| Q2 25 | 1.8% | 1.4% | ||
| Q1 25 | 2.0% | 1.2% | ||
| Q4 24 | 1.8% | 0.8% | ||
| Q3 24 | 1.5% | 1.6% | ||
| Q2 24 | 2.5% | 2.1% | ||
| Q1 24 | 2.9% | 1.2% |
现金转化率BIRDGIII
| Q4 25 | — | -1.21× | ||
| Q3 25 | — | 6.86× | ||
| Q2 25 | — | 12.09× | ||
| Q1 25 | — | 6.83× | ||
| Q4 24 | — | -0.97× | ||
| Q3 24 | — | 2.04× | ||
| Q2 24 | — | 7.84× | ||
| Q1 24 | — | 12.52× |
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
GIII
| Proprietary Brands | $498.1M | 50% |
| Licensed Brands | $479.2M | 48% |
| Retail Segment | $45.7M | 5% |
