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Allbirds, Inc.（BIRD）与浪凡集团控股（LANV）财务数据对比。点击上方公司名可切换其他公司
浪凡集团控股的季度营收约是Allbirds, Inc.的3.0倍（$144.1M vs $47.7M）
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。
浪凡成立于1889年，由设计师让娜·浪凡在巴黎创立，是至今仍在运营的历史最悠久的法国高级奢侈时装屋，2018年起成为总部位于上海的浪凡集团旗下品牌。浪凡集团旗下还拥有塞乔·罗西、沃爾福特、圣约翰、卡鲁索等多个知名品牌。
BIRD vs LANV — 直观对比
营收规模更大
LANV
是对方的3.0倍
$47.7M
损益表 — Q4 2025 vs Q2 2025
| 指标 | | |
|---|---|---|
| 营收 | $47.7M | $144.1M |
| 净利润 | $-19.6M | — |
| 毛利率 | 37.2% | 53.9% |
| 营业利润率 | -43.5% | -60.5% |
| 净利率 | -41.1% | — |
| 营收同比 | -14.6% | — |
| 净利润同比 | 23.7% | — |
| 每股收益（稀释后） | $-2.33 | — |
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BIRDLANV
| Q4 25 | $47.7M | — | ||
| Q3 25 | $33.0M | — | ||
| Q2 25 | $39.7M | $144.1M | ||
| Q1 25 | $32.1M | — | ||
| Q4 24 | $55.9M | — | ||
| Q3 24 | $43.0M | — | ||
| Q2 24 | $51.6M | $184.7M | ||
| Q1 24 | $39.3M | — |
净利润BIRDLANV
| Q4 25 | $-19.6M | — | ||
| Q3 25 | $-20.3M | — | ||
| Q2 25 | $-15.5M | — | ||
| Q1 25 | $-21.9M | — | ||
| Q4 24 | $-25.7M | — | ||
| Q3 24 | $-21.2M | — | ||
| Q2 24 | $-19.1M | — | ||
| Q1 24 | $-27.3M | — |
毛利率BIRDLANV
| Q4 25 | 37.2% | — | ||
| Q3 25 | 43.2% | — | ||
| Q2 25 | 40.7% | 53.9% | ||
| Q1 25 | 44.8% | — | ||
| Q4 24 | 31.3% | — | ||
| Q3 24 | 44.4% | — | ||
| Q2 24 | 50.5% | 57.5% | ||
| Q1 24 | 46.9% | — |
营业利润率BIRDLANV
| Q4 25 | -43.5% | — | ||
| Q3 25 | -60.3% | — | ||
| Q2 25 | -41.6% | -60.5% | ||
| Q1 25 | -71.1% | — | ||
| Q4 24 | -46.1% | — | ||
| Q3 24 | -50.7% | — | ||
| Q2 24 | -39.1% | -35.0% | ||
| Q1 24 | -75.8% | — |
净利率BIRDLANV
| Q4 25 | -41.1% | — | ||
| Q3 25 | -61.6% | — | ||
| Q2 25 | -39.1% | — | ||
| Q1 25 | -68.1% | — | ||
| Q4 24 | -46.0% | — | ||
| Q3 24 | -49.3% | — | ||
| Q2 24 | -37.1% | — | ||
| Q1 24 | -69.5% | — |
每股收益（稀释后）BIRDLANV
| Q4 25 | $-2.33 | — | ||
| Q3 25 | $-2.49 | — | ||
| Q2 25 | $-1.92 | — | ||
| Q1 25 | $-2.73 | — | ||
| 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 | $32.1M |
| 总债务越低越好 | $17.4M | $290.3M |
| 股东权益账面价值 | $35.9M | $-116.4M |
| 总资产 | $109.4M | $632.1M |
| 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BIRDLANV
| Q4 25 | $26.7M | — | ||
| Q3 25 | $23.7M | — | ||
| Q2 25 | $33.1M | $32.1M | ||
| Q1 25 | $39.1M | — | ||
| Q4 24 | $66.7M | — | ||
| Q3 24 | $78.6M | — | ||
| Q2 24 | $87.2M | $19.3M | ||
| Q1 24 | $102.1M | — |
总债务BIRDLANV
| Q4 25 | $17.4M | — | ||
| Q3 25 | $12.3M | — | ||
| Q2 25 | $5.0M | $290.3M | ||
| Q1 25 | — | — | ||
| Q4 24 | $0 | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $136.4M | ||
| Q1 24 | — | — |
股东权益BIRDLANV
| Q4 25 | $35.9M | — | ||
| Q3 25 | $51.9M | — | ||
| Q2 25 | $71.4M | $-116.4M | ||
| Q1 25 | $82.8M | — | ||
| Q4 24 | $101.7M | — | ||
| Q3 24 | $127.3M | — | ||
| Q2 24 | $144.0M | $100.1M | ||
| Q1 24 | $160.3M | — |
总资产BIRDLANV
| Q4 25 | $109.4M | — | ||
| Q3 25 | $119.9M | — | ||
| Q2 25 | $136.8M | $632.1M | ||
| Q1 25 | $147.3M | — | ||
| Q4 24 | $188.9M | — | ||
| Q3 24 | $221.9M | — | ||
| Q2 24 | $239.5M | $731.8M | ||
| Q1 24 | $272.4M | — |
负债/权益比BIRDLANV
| Q4 25 | 0.48× | — | ||
| Q3 25 | 0.24× | — | ||
| Q2 25 | 0.07× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.00× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 1.36× | ||
| 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 | $-75.1K |
| 自由现金流经营现金流 - 资本支出 | $-4.1M | — |
| 自由现金流率自由现金流/营收 | -8.7% | — |
| 资本支出强度资本支出/营收 | 1.8% | — |
| 现金转化率经营现金流/净利润 | — | — |
| 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BIRDLANV
| Q4 25 | $-3.3M | — | ||
| Q3 25 | $-15.2M | — | ||
| Q2 25 | $-8.7M | $-75.1K | ||
| Q1 25 | $-27.9M | — | ||
| Q4 24 | $-10.8M | — | ||
| Q3 24 | $-11.2M | — | ||
| Q2 24 | $-15.6M | $-36.2K | ||
| Q1 24 | $-26.2M | — |
自由现金流BIRDLANV
| Q4 25 | $-4.1M | — | ||
| Q3 25 | $-16.1M | — | ||
| Q2 25 | $-9.4M | — | ||
| Q1 25 | $-28.5M | — | ||
| Q4 24 | $-11.9M | — | ||
| Q3 24 | $-11.9M | — | ||
| Q2 24 | $-16.9M | — | ||
| Q1 24 | $-27.3M | — |
自由现金流率BIRDLANV
| Q4 25 | -8.7% | — | ||
| Q3 25 | -48.9% | — | ||
| Q2 25 | -23.7% | — | ||
| Q1 25 | -88.8% | — | ||
| Q4 24 | -21.2% | — | ||
| Q3 24 | -27.6% | — | ||
| Q2 24 | -32.8% | — | ||
| Q1 24 | -69.5% | — |
资本支出强度BIRDLANV
| Q4 25 | 1.8% | — | ||
| Q3 25 | 2.7% | — | ||
| Q2 25 | 1.8% | — | ||
| Q1 25 | 2.0% | — | ||
| Q4 24 | 1.8% | — | ||
| Q3 24 | 1.5% | — | ||
| Q2 24 | 2.5% | — | ||
| Q1 24 | 2.9% | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
