vs
Allbirds, Inc.（BIRD）与李维斯（LEVI）财务数据对比。点击上方公司名可切换其他公司
李维斯的季度营收约是Allbirds, Inc.的37.0倍（$1.8B vs $47.7M）。李维斯净利率更高（8.9% vs -41.1%，领先50.0%）。李维斯同比增速更快（-4.0% vs -14.6%）。李维斯自由现金流更多（$215.7M vs $-4.1M）。过去两年Allbirds, Inc.的营收复合增速更高（10.1% vs 6.5%）
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。
李维斯（Levi Strauss & Co.）是全球知名的美国服饰企业，凭借旗下Levi's品牌丹宁牛仔裤享誉全球。公司创立于1853年5月，由德裔犹太移民李维·斯特劳斯在旧金山成立，注册地为特拉华州，总部设在旧金山李维斯广场。
BIRD vs LEVI — 直观对比
营收规模更大
LEVI
是对方的37.0倍
$47.7M
营收增速更快
LEVI
高出10.6%
-14.6%
净利率更高
LEVI
高出50.0%
-41.1%
自由现金流更多
LEVI
多$219.8M
$-4.1M
两年增速更快
BIRD
近两年复合增速
6.5%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $47.7M | $1.8B |
| 净利润 | $-19.6M | $158.0M |
| 毛利率 | 37.2% | 60.8% |
| 营业利润率 | -43.5% | 11.9% |
| 净利率 | -41.1% | 8.9% |
| 营收同比 | -14.6% | -4.0% |
| 净利润同比 | 23.7% | -13.4% |
| 每股收益（稀释后） | $-2.33 | $0.39 |
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BIRDLEVI
| Q4 25 | $47.7M | $1.8B | ||
| Q3 25 | $33.0M | $1.5B | ||
| Q2 25 | $39.7M | $1.4B | ||
| Q1 25 | $32.1M | $1.5B | ||
| Q4 24 | $55.9M | $1.8B | ||
| Q3 24 | $43.0M | $1.5B | ||
| Q2 24 | $51.6M | $1.4B | ||
| Q1 24 | $39.3M | $1.6B |
净利润BIRDLEVI
| Q4 25 | $-19.6M | $158.0M | ||
| Q3 25 | $-20.3M | $218.1M | ||
| Q2 25 | $-15.5M | $67.0M | ||
| Q1 25 | $-21.9M | $135.0M | ||
| Q4 24 | $-25.7M | $182.5M | ||
| Q3 24 | $-21.2M | $20.7M | ||
| Q2 24 | $-19.1M | $18.0M | ||
| Q1 24 | $-27.3M | $-10.6M |
毛利率BIRDLEVI
| Q4 25 | 37.2% | 60.8% | ||
| Q3 25 | 43.2% | 61.7% | ||
| Q2 25 | 40.7% | 62.6% | ||
| Q1 25 | 44.8% | 62.1% | ||
| Q4 24 | 31.3% | 61.3% | ||
| Q3 24 | 44.4% | 60.0% | ||
| Q2 24 | 50.5% | 60.5% | ||
| Q1 24 | 46.9% | 58.2% |
营业利润率BIRDLEVI
| Q4 25 | -43.5% | 11.9% | ||
| Q3 25 | -60.3% | 10.8% | ||
| Q2 25 | -41.6% | 7.5% | ||
| Q1 25 | -71.1% | 12.5% | ||
| Q4 24 | -46.1% | 11.5% | ||
| Q3 24 | -50.7% | 2.0% | ||
| Q2 24 | -39.1% | 1.5% | ||
| Q1 24 | -75.8% | -0.0% |
净利率BIRDLEVI
| Q4 25 | -41.1% | 8.9% | ||
| Q3 25 | -61.6% | 14.1% | ||
| Q2 25 | -39.1% | 4.6% | ||
| Q1 25 | -68.1% | 8.8% | ||
| Q4 24 | -46.0% | 9.9% | ||
| Q3 24 | -49.3% | 1.4% | ||
| Q2 24 | -37.1% | 1.2% | ||
| Q1 24 | -69.5% | -0.7% |
每股收益（稀释后）BIRDLEVI
| Q4 25 | $-2.33 | $0.39 | ||
| Q3 25 | $-2.49 | $0.55 | ||
| Q2 25 | $-1.92 | $0.17 | ||
| Q1 25 | $-2.73 | $0.34 | ||
| Q4 24 | $-3.22 | $0.46 | ||
| Q3 24 | $-2.68 | $0.05 | ||
| Q2 24 | $-2.45 | $0.04 | ||
| Q1 24 | $-3.52 | $-0.03 |
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 | $848.8M |
| 总债务越低越好 | $17.4M | $1.1B |
| 股东权益账面价值 | $35.9M | $2.3B |
| 总资产 | $109.4M | $6.8B |
| 负债/权益比越低杠杆越低 | 0.48× | 0.46× |
8季度趋势，按日历期对齐
现金及短期投资BIRDLEVI
| Q4 25 | $26.7M | $848.8M | ||
| Q3 25 | $23.7M | $707.5M | ||
| Q2 25 | $33.1M | $736.7M | ||
| Q1 25 | $39.1M | $574.4M | ||
| Q4 24 | $66.7M | $690.0M | ||
| Q3 24 | $78.6M | $577.1M | ||
| Q2 24 | $87.2M | $641.4M | ||
| Q1 24 | $102.1M | $516.7M |
总债务BIRDLEVI
| Q4 25 | $17.4M | $1.1B | ||
| Q3 25 | $12.3M | $1.0B | ||
| Q2 25 | $5.0M | $1.0B | ||
| Q1 25 | — | $987.4M | ||
| Q4 24 | $0 | $994.0M | ||
| Q3 24 | — | $1.0B | ||
| Q2 24 | — | $1.0B | ||
| Q1 24 | — | $1.0B |
股东权益BIRDLEVI
| Q4 25 | $35.9M | $2.3B | ||
| Q3 25 | $51.9M | $2.2B | ||
| Q2 25 | $71.4M | $2.1B | ||
| Q1 25 | $82.8M | $2.0B | ||
| Q4 24 | $101.7M | $2.0B | ||
| Q3 24 | $127.3M | $1.9B | ||
| Q2 24 | $144.0M | $2.0B | ||
| Q1 24 | $160.3M | $2.0B |
总资产BIRDLEVI
| Q4 25 | $109.4M | $6.8B | ||
| Q3 25 | $119.9M | $6.7B | ||
| Q2 25 | $136.8M | $6.5B | ||
| Q1 25 | $147.3M | $6.2B | ||
| Q4 24 | $188.9M | $6.4B | ||
| Q3 24 | $221.9M | $6.3B | ||
| Q2 24 | $239.5M | $6.2B | ||
| Q1 24 | $272.4M | $6.0B |
负债/权益比BIRDLEVI
| Q4 25 | 0.48× | 0.46× | ||
| Q3 25 | 0.24× | 0.48× | ||
| Q2 25 | 0.07× | 0.49× | ||
| Q1 25 | — | 0.49× | ||
| Q4 24 | 0.00× | 0.50× | ||
| Q3 24 | — | 0.54× | ||
| Q2 24 | — | 0.51× | ||
| Q1 24 | — | 0.51× |
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 | $266.8M |
| 自由现金流经营现金流 - 资本支出 | $-4.1M | $215.7M |
| 自由现金流率自由现金流/营收 | -8.7% | 12.2% |
| 资本支出强度资本支出/营收 | 1.8% | 2.9% |
| 现金转化率经营现金流/净利润 | — | 1.69× |
| 过去12个月自由现金流最近4个季度 | $-58.2M | $308.2M |
8季度趋势，按日历期对齐
经营现金流BIRDLEVI
| Q4 25 | $-3.3M | $266.8M | ||
| Q3 25 | $-15.2M | $24.8M | ||
| Q2 25 | $-8.7M | $185.5M | ||
| Q1 25 | $-27.9M | $52.5M | ||
| Q4 24 | $-10.8M | $297.3M | ||
| Q3 24 | $-11.2M | $52.3M | ||
| Q2 24 | $-15.6M | $262.8M | ||
| Q1 24 | $-26.2M | $286.0M |
自由现金流BIRDLEVI
| Q4 25 | $-4.1M | $215.7M | ||
| Q3 25 | $-16.1M | $-39.4M | ||
| Q2 25 | $-9.4M | $146.0M | ||
| Q1 25 | $-28.5M | $-14.1M | ||
| Q4 24 | $-11.9M | $231.6M | ||
| Q3 24 | $-11.9M | $2.3M | ||
| Q2 24 | $-16.9M | $222.6M | ||
| Q1 24 | $-27.3M | $214.4M |
自由现金流率BIRDLEVI
| Q4 25 | -8.7% | 12.2% | ||
| Q3 25 | -48.9% | -2.6% | ||
| Q2 25 | -23.7% | 10.1% | ||
| Q1 25 | -88.8% | -0.9% | ||
| Q4 24 | -21.2% | 12.6% | ||
| Q3 24 | -27.6% | 0.2% | ||
| Q2 24 | -32.8% | 15.4% | ||
| Q1 24 | -69.5% | 13.8% |
资本支出强度BIRDLEVI
| Q4 25 | 1.8% | 2.9% | ||
| Q3 25 | 2.7% | 4.2% | ||
| Q2 25 | 1.8% | 2.7% | ||
| Q1 25 | 2.0% | 4.4% | ||
| Q4 24 | 1.8% | 3.6% | ||
| Q3 24 | 1.5% | 3.3% | ||
| Q2 24 | 2.5% | 2.8% | ||
| Q1 24 | 2.9% | 4.6% |
现金转化率BIRDLEVI
| Q4 25 | — | 1.69× | ||
| Q3 25 | — | 0.11× | ||
| Q2 25 | — | 2.77× | ||
| Q1 25 | — | 0.39× | ||
| Q4 24 | — | 1.63× | ||
| Q3 24 | — | 2.53× | ||
| Q2 24 | — | 14.60× | ||
| Q1 24 | — | — |
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
LEVI
| Other | $760.3M | 43% |
| Sales Channel Through Intermediary | $583.2M | 33% |
| Sales Channel Directly To Consumer | $376.0M | 21% |
| Beyond Yoga | $46.3M | 3% |
