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Allbirds, Inc.（BIRD）与Jerash Holdings (US), Inc.（JRSH）财务数据对比。点击上方公司名可切换其他公司
Allbirds, Inc.的季度营收约是Jerash Holdings (US), Inc.的1.1倍（$47.7M vs $41.8M）。Jerash Holdings (US), Inc.净利率更高（2.8% vs -41.1%，领先43.9%）。Jerash Holdings (US), Inc.同比增速更快（18.0% vs -14.6%）。Jerash Holdings (US), Inc.自由现金流更多（$-3.9M vs $-4.1M）。过去两年Jerash Holdings (US), Inc.的营收复合增速更高（39.1% 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。
Jerash Holdings (US), Inc. 是一家全球化服装制造商，为国际知名零售及服饰品牌生产高品质外套、运动服、休闲装及功能性服饰，核心市场覆盖北美、欧洲及亚太地区，在约旦及东南亚设有生产基地。
BIRD vs JRSH — 直观对比
营收规模更大
BIRD
是对方的1.1倍
$41.8M
营收增速更快
JRSH
高出32.7%
-14.6%
净利率更高
JRSH
高出43.9%
-41.1%
自由现金流更多
JRSH
多$242.2K
$-4.1M
两年增速更快
JRSH
近两年复合增速
10.1%
损益表 — Q4 2025 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $47.7M | $41.8M |
| 净利润 | $-19.6M | $1.2M |
| 毛利率 | 37.2% | 16.9% |
| 营业利润率 | -43.5% | 4.7% |
| 净利率 | -41.1% | 2.8% |
| 营收同比 | -14.6% | 18.0% |
| 净利润同比 | 23.7% | 20261.5% |
| 每股收益（稀释后） | $-2.33 | $0.09 |
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BIRDJRSH
| Q4 25 | $47.7M | $41.8M | ||
| Q3 25 | $33.0M | $42.0M | ||
| Q2 25 | $39.7M | $39.6M | ||
| Q1 25 | $32.1M | $29.3M | ||
| Q4 24 | $55.9M | $35.4M | ||
| Q3 24 | $43.0M | $40.2M | ||
| Q2 24 | $51.6M | $40.9M | ||
| Q1 24 | $39.3M | $21.6M |
净利润BIRDJRSH
| Q4 25 | $-19.6M | $1.2M | ||
| Q3 25 | $-20.3M | $461.6K | ||
| Q2 25 | $-15.5M | $318.7K | ||
| Q1 25 | $-21.9M | $-152.6K | ||
| Q4 24 | $-25.7M | $-5.8K | ||
| Q3 24 | $-21.2M | $655.3K | ||
| Q2 24 | $-19.1M | $-1.3M | ||
| Q1 24 | $-27.3M | $-3.1M |
毛利率BIRDJRSH
| Q4 25 | 37.2% | 16.9% | ||
| Q3 25 | 43.2% | 15.0% | ||
| Q2 25 | 40.7% | 15.4% | ||
| Q1 25 | 44.8% | 17.9% | ||
| Q4 24 | 31.3% | 15.2% | ||
| Q3 24 | 44.4% | 17.5% | ||
| Q2 24 | 50.5% | 11.3% | ||
| Q1 24 | 46.9% | 7.0% |
营业利润率BIRDJRSH
| Q4 25 | -43.5% | 4.7% | ||
| Q3 25 | -60.3% | 2.6% | ||
| Q2 25 | -41.6% | 2.4% | ||
| Q1 25 | -71.1% | 1.5% | ||
| Q4 24 | -46.1% | 2.0% | ||
| Q3 24 | -50.7% | 2.8% | ||
| Q2 24 | -39.1% | -2.0% | ||
| Q1 24 | -75.8% | -14.0% |
净利率BIRDJRSH
| Q4 25 | -41.1% | 2.8% | ||
| Q3 25 | -61.6% | 1.1% | ||
| Q2 25 | -39.1% | 0.8% | ||
| Q1 25 | -68.1% | -0.5% | ||
| Q4 24 | -46.0% | -0.0% | ||
| Q3 24 | -49.3% | 1.6% | ||
| Q2 24 | -37.1% | -3.3% | ||
| Q1 24 | -69.5% | -14.3% |
每股收益（稀释后）BIRDJRSH
| Q4 25 | $-2.33 | $0.09 | ||
| Q3 25 | $-2.49 | $0.04 | ||
| Q2 25 | $-1.92 | $0.03 | ||
| Q1 25 | $-2.73 | $-0.01 | ||
| Q4 24 | $-3.22 | $0.00 | ||
| Q3 24 | $-2.68 | $0.05 | ||
| Q2 24 | $-2.45 | $-0.11 | ||
| Q1 24 | $-3.52 | $-0.25 |
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 | $11.5M |
| 总债务越低越好 | $17.4M | — |
| 股东权益账面价值 | $35.9M | $63.6M |
| 总资产 | $109.4M | $84.2M |
| 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BIRDJRSH
| Q4 25 | $26.7M | $11.5M | ||
| Q3 25 | $23.7M | $12.0M | ||
| Q2 25 | $33.1M | $5.8M | ||
| Q1 25 | $39.1M | $13.3M | ||
| Q4 24 | $66.7M | $13.2M | ||
| Q3 24 | $78.6M | $16.3M | ||
| Q2 24 | $87.2M | $11.4M | ||
| Q1 24 | $102.1M | $12.4M |
总债务BIRDJRSH
| 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BIRDJRSH
| Q4 25 | $35.9M | $63.6M | ||
| Q3 25 | $51.9M | $62.8M | ||
| Q2 25 | $71.4M | $62.7M | ||
| Q1 25 | $82.8M | $62.8M | ||
| Q4 24 | $101.7M | $63.1M | ||
| Q3 24 | $127.3M | $63.4M | ||
| Q2 24 | $144.0M | $62.9M | ||
| Q1 24 | $160.3M | $64.4M |
总资产BIRDJRSH
| Q4 25 | $109.4M | $84.2M | ||
| Q3 25 | $119.9M | $83.3M | ||
| Q2 25 | $136.8M | $81.7M | ||
| Q1 25 | $147.3M | $83.0M | ||
| Q4 24 | $188.9M | $79.8M | ||
| Q3 24 | $221.9M | $80.3M | ||
| Q2 24 | $239.5M | $76.7M | ||
| Q1 24 | $272.4M | $80.2M |
负债/权益比BIRDJRSH
| 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 | $-3.8M |
| 自由现金流经营现金流 - 资本支出 | $-4.1M | $-3.9M |
| 自由现金流率自由现金流/营收 | -8.7% | -9.3% |
| 资本支出强度资本支出/营收 | 1.8% | 0.2% |
| 现金转化率经营现金流/净利润 | — | -3.25× |
| 过去12个月自由现金流最近4个季度 | $-58.2M | $-2.9M |
8季度趋势，按日历期对齐
经营现金流BIRDJRSH
| Q4 25 | $-3.3M | $-3.8M | ||
| Q3 25 | $-15.2M | $6.8M | ||
| Q2 25 | $-8.7M | $-6.5M | ||
| Q1 25 | $-27.9M | $1.9M | ||
| Q4 24 | $-10.8M | $-3.0M | ||
| Q3 24 | $-11.2M | $4.6M | ||
| Q2 24 | $-15.6M | $-2.2M | ||
| Q1 24 | $-26.2M | $-5.4M |
自由现金流BIRDJRSH
| Q4 25 | $-4.1M | $-3.9M | ||
| Q3 25 | $-16.1M | $6.4M | ||
| Q2 25 | $-9.4M | $-6.9M | ||
| Q1 25 | $-28.5M | $1.5M | ||
| Q4 24 | $-11.9M | $-3.2M | ||
| Q3 24 | $-11.9M | $4.4M | ||
| Q2 24 | $-16.9M | $-2.3M | ||
| Q1 24 | $-27.3M | $-5.8M |
自由现金流率BIRDJRSH
| Q4 25 | -8.7% | -9.3% | ||
| Q3 25 | -48.9% | 15.3% | ||
| Q2 25 | -23.7% | -17.5% | ||
| Q1 25 | -88.8% | 5.1% | ||
| Q4 24 | -21.2% | -8.9% | ||
| Q3 24 | -27.6% | 11.0% | ||
| Q2 24 | -32.8% | -5.7% | ||
| Q1 24 | -69.5% | -26.9% |
资本支出强度BIRDJRSH
| Q4 25 | 1.8% | 0.2% | ||
| Q3 25 | 2.7% | 0.9% | ||
| Q2 25 | 1.8% | 1.2% | ||
| Q1 25 | 2.0% | 1.6% | ||
| Q4 24 | 1.8% | 0.4% | ||
| Q3 24 | 1.5% | 0.5% | ||
| Q2 24 | 2.5% | 0.3% | ||
| Q1 24 | 2.9% | 1.9% |
现金转化率BIRDJRSH
| Q4 25 | — | -3.25× | ||
| Q3 25 | — | 14.72× | ||
| Q2 25 | — | -20.33× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 7.06× | ||
| 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
