vs
Allbirds, Inc.（BIRD）与INSEEGO CORP.（INSG）财务数据对比。点击上方公司名可切换其他公司
INSEEGO CORP.的季度营收约是Allbirds, Inc.的1.0倍（$48.4M vs $47.7M），INSEEGO CORP.净利率更高（1.0% vs -41.1%，领先42.0%），INSEEGO CORP.同比增速更快（0.6% vs -14.6%），INSEEGO CORP.自由现金流更多（$11.6M vs $-4.1M），过去两年INSEEGO CORP.的营收复合增速更高（13.6% 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。
Inseego Corp是全球领先的5G及物联网解决方案提供商，主打移动热点、边缘计算设备及云端设备管理平台产品，客户覆盖全球范围内的电信运营商、企业及公共部门。
BIRD vs INSG — 直观对比
营收规模更大
INSG
是对方的1.0倍
$47.7M
营收增速更快
INSG
高出15.3%
-14.6%
净利率更高
INSG
高出42.0%
-41.1%
自由现金流更多
INSG
多$15.8M
$-4.1M
两年增速更快
INSG
近两年复合增速
10.1%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $47.7M | $48.4M |
| 净利润 | $-19.6M | $469.0K |
| 毛利率 | 37.2% | 42.2% |
| 营业利润率 | -43.5% | 2.7% |
| 净利率 | -41.1% | 1.0% |
| 营收同比 | -14.6% | 0.6% |
| 净利润同比 | 23.7% | 182.9% |
| 每股收益（稀释后） | $-2.33 | $-0.02 |
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BIRDINSG
| Q4 25 | $47.7M | $48.4M | ||
| Q3 25 | $33.0M | $45.9M | ||
| Q2 25 | $39.7M | $40.2M | ||
| Q1 25 | $32.1M | $31.7M | ||
| Q4 24 | $55.9M | $48.1M | ||
| Q3 24 | $43.0M | $54.0M | ||
| Q2 24 | $51.6M | $51.6M | ||
| Q1 24 | $39.3M | $37.5M |
净利润BIRDINSG
| Q4 25 | $-19.6M | $469.0K | ||
| Q3 25 | $-20.3M | $1.4M | ||
| Q2 25 | $-15.5M | $507.0K | ||
| Q1 25 | $-21.9M | $-1.6M | ||
| Q4 24 | $-25.7M | $-566.0K | ||
| Q3 24 | $-21.2M | $9.0M | ||
| Q2 24 | $-19.1M | $624.0K | ||
| Q1 24 | $-27.3M | $-4.5M |
毛利率BIRDINSG
| Q4 25 | 37.2% | 42.2% | ||
| Q3 25 | 43.2% | 41.6% | ||
| Q2 25 | 40.7% | 41.1% | ||
| Q1 25 | 44.8% | 47.3% | ||
| Q4 24 | 31.3% | 37.3% | ||
| Q3 24 | 44.4% | 34.8% | ||
| Q2 24 | 50.5% | 36.4% | ||
| Q1 24 | 46.9% | 35.3% |
营业利润率BIRDINSG
| Q4 25 | -43.5% | 2.7% | ||
| Q3 25 | -60.3% | 4.7% | ||
| Q2 25 | -41.6% | 3.2% | ||
| Q1 25 | -71.1% | -1.3% | ||
| Q4 24 | -46.1% | 3.7% | ||
| Q3 24 | -50.7% | 1.9% | ||
| Q2 24 | -39.1% | 3.6% | ||
| Q1 24 | -75.8% | -7.9% |
净利率BIRDINSG
| Q4 25 | -41.1% | 1.0% | ||
| Q3 25 | -61.6% | 3.1% | ||
| Q2 25 | -39.1% | 1.3% | ||
| Q1 25 | -68.1% | -5.0% | ||
| Q4 24 | -46.0% | -1.2% | ||
| Q3 24 | -49.3% | 16.6% | ||
| Q2 24 | -37.1% | 1.2% | ||
| Q1 24 | -69.5% | -11.9% |
每股收益（稀释后）BIRDINSG
| Q4 25 | $-2.33 | $-0.02 | ||
| Q3 25 | $-2.49 | $0.03 | ||
| Q2 25 | $-1.92 | $-0.03 | ||
| Q1 25 | $-2.73 | $-0.16 | ||
| Q4 24 | $-3.22 | $0.62 | ||
| Q3 24 | $-2.68 | $-0.06 | ||
| Q2 24 | $-2.45 | $-0.02 | ||
| Q1 24 | $-3.52 | $-0.44 |
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 | $24.9M |
| 总债务越低越好 | $17.4M | — |
| 股东权益账面价值 | $35.9M | $-4.0M |
| 总资产 | $109.4M | $93.8M |
| 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BIRDINSG
| Q4 25 | $26.7M | $24.9M | ||
| Q3 25 | $23.7M | $14.6M | ||
| Q2 25 | $33.1M | $13.2M | ||
| Q1 25 | $39.1M | $35.1M | ||
| Q4 24 | $66.7M | $39.6M | ||
| Q3 24 | $78.6M | $12.0M | ||
| Q2 24 | $87.2M | $49.0M | ||
| Q1 24 | $102.1M | $12.3M |
总债务BIRDINSG
| 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BIRDINSG
| Q4 25 | $35.9M | $-4.0M | ||
| Q3 25 | $51.9M | $-7.7M | ||
| Q2 25 | $71.4M | $-10.5M | ||
| Q1 25 | $82.8M | $-13.0M | ||
| Q4 24 | $101.7M | $-12.9M | ||
| Q3 24 | $127.3M | $-85.1M | ||
| Q2 24 | $144.0M | $-101.8M | ||
| Q1 24 | $160.3M | $-105.6M |
总资产BIRDINSG
| Q4 25 | $109.4M | $93.8M | ||
| Q3 25 | $119.9M | $85.8M | ||
| Q2 25 | $136.8M | $83.1M | ||
| Q1 25 | $147.3M | $93.0M | ||
| Q4 24 | $188.9M | $100.0M | ||
| Q3 24 | $221.9M | $113.4M | ||
| Q2 24 | $239.5M | $149.6M | ||
| Q1 24 | $272.4M | $122.1M |
负债/权益比BIRDINSG
| 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 | $12.0M |
| 自由现金流经营现金流 - 资本支出 | $-4.1M | $11.6M |
| 自由现金流率自由现金流/营收 | -8.7% | 24.0% |
| 资本支出强度资本支出/营收 | 1.8% | 0.7% |
| 现金转化率经营现金流/净利润 | — | 25.50× |
| 过去12个月自由现金流最近4个季度 | $-58.2M | $6.5M |
8季度趋势，按日历期对齐
经营现金流BIRDINSG
| Q4 25 | $-3.3M | $12.0M | ||
| Q3 25 | $-15.2M | $3.2M | ||
| Q2 25 | $-8.7M | $-4.5M | ||
| Q1 25 | $-27.9M | $-3.5M | ||
| Q4 24 | $-10.8M | $-14.2M | ||
| Q3 24 | $-11.2M | $14.8M | ||
| Q2 24 | $-15.6M | $27.6M | ||
| Q1 24 | $-26.2M | $5.2M |
自由现金流BIRDINSG
| Q4 25 | $-4.1M | $11.6M | ||
| Q3 25 | $-16.1M | $3.1M | ||
| Q2 25 | $-9.4M | $-4.7M | ||
| Q1 25 | $-28.5M | $-3.5M | ||
| Q4 24 | $-11.9M | $-14.3M | ||
| Q3 24 | $-11.9M | $14.8M | ||
| Q2 24 | $-16.9M | $27.6M | ||
| Q1 24 | $-27.3M | — |
自由现金流率BIRDINSG
| Q4 25 | -8.7% | 24.0% | ||
| Q3 25 | -48.9% | 6.7% | ||
| Q2 25 | -23.7% | -11.6% | ||
| Q1 25 | -88.8% | -11.0% | ||
| Q4 24 | -21.2% | -29.7% | ||
| Q3 24 | -27.6% | 27.4% | ||
| Q2 24 | -32.8% | 53.5% | ||
| Q1 24 | -69.5% | — |
资本支出强度BIRDINSG
| Q4 25 | 1.8% | 0.7% | ||
| Q3 25 | 2.7% | 0.2% | ||
| Q2 25 | 1.8% | 0.5% | ||
| Q1 25 | 2.0% | 0.1% | ||
| Q4 24 | 1.8% | 0.1% | ||
| Q3 24 | 1.5% | 0.0% | ||
| Q2 24 | 2.5% | 0.0% | ||
| Q1 24 | 2.9% | 0.0% |
现金转化率BIRDINSG
| Q4 25 | — | 25.50× | ||
| Q3 25 | — | 2.22× | ||
| Q2 25 | — | -8.81× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.65× | ||
| Q2 24 | — | 44.31× | ||
| Q1 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
