vs
Allbirds, Inc.（BIRD）与PUMA BIOTECHNOLOGY, INC.（PBYI）财务数据对比。点击上方公司名可切换其他公司
PUMA BIOTECHNOLOGY, INC.的季度营收约是Allbirds, Inc.的1.6倍（$75.5M vs $47.7M），PUMA BIOTECHNOLOGY, INC.同比增速更快（27.7% vs -14.6%），PUMA BIOTECHNOLOGY, INC.自由现金流更多（$14.4M vs $-4.1M），过去两年PUMA BIOTECHNOLOGY, INC.的营收复合增速更高（31.3% 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。
彪马生物技术是一家公开上市的生物制药企业，总部位于美国加利福尼亚州洛杉矶，专注于创新药物研发相关业务，在生物制药领域开展研发与商业化运营。
BIRD vs PBYI — 直观对比
营收规模更大
PBYI
是对方的1.6倍
$47.7M
营收增速更快
PBYI
高出42.4%
-14.6%
自由现金流更多
PBYI
多$18.5M
$-4.1M
两年增速更快
PBYI
近两年复合增速
10.1%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $47.7M | $75.5M |
| 净利润 | $-19.6M | — |
| 毛利率 | 37.2% | 69.3% |
| 营业利润率 | -43.5% | 22.7% |
| 净利率 | -41.1% | — |
| 营收同比 | -14.6% | 27.7% |
| 净利润同比 | 23.7% | — |
| 每股收益（稀释后） | $-2.33 | $0.26 |
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BIRDPBYI
| Q4 25 | $47.7M | $75.5M | ||
| Q3 25 | $33.0M | $54.5M | ||
| Q2 25 | $39.7M | $52.4M | ||
| Q1 25 | $32.1M | $46.0M | ||
| Q4 24 | $55.9M | $59.1M | ||
| Q3 24 | $43.0M | $80.5M | ||
| Q2 24 | $51.6M | $47.1M | ||
| Q1 24 | $39.3M | $43.8M |
净利润BIRDPBYI
| Q4 25 | $-19.6M | — | ||
| Q3 25 | $-20.3M | $8.8M | ||
| Q2 25 | $-15.5M | $5.9M | ||
| Q1 25 | $-21.9M | $3.0M | ||
| Q4 24 | $-25.7M | — | ||
| Q3 24 | $-21.2M | $20.3M | ||
| Q2 24 | $-19.1M | $-4.5M | ||
| Q1 24 | $-27.3M | $-4.8M |
毛利率BIRDPBYI
| Q4 25 | 37.2% | 69.3% | ||
| Q3 25 | 43.2% | 77.7% | ||
| Q2 25 | 40.7% | 76.5% | ||
| Q1 25 | 44.8% | 77.1% | ||
| Q4 24 | 31.3% | 76.4% | ||
| Q3 24 | 44.4% | 63.9% | ||
| Q2 24 | 50.5% | 77.4% | ||
| Q1 24 | 46.9% | 75.5% |
营业利润率BIRDPBYI
| Q4 25 | -43.5% | 22.7% | ||
| Q3 25 | -60.3% | 17.6% | ||
| Q2 25 | -41.6% | 12.7% | ||
| Q1 25 | -71.1% | 8.7% | ||
| Q4 24 | -46.1% | 22.6% | ||
| Q3 24 | -50.7% | 27.4% | ||
| Q2 24 | -39.1% | -4.6% | ||
| Q1 24 | -75.8% | -5.3% |
净利率BIRDPBYI
| Q4 25 | -41.1% | — | ||
| Q3 25 | -61.6% | 16.2% | ||
| Q2 25 | -39.1% | 11.2% | ||
| Q1 25 | -68.1% | 6.5% | ||
| Q4 24 | -46.0% | — | ||
| Q3 24 | -49.3% | 25.2% | ||
| Q2 24 | -37.1% | -9.6% | ||
| Q1 24 | -69.5% | -11.0% |
每股收益（稀释后）BIRDPBYI
| Q4 25 | $-2.33 | $0.26 | ||
| Q3 25 | $-2.49 | $0.17 | ||
| Q2 25 | $-1.92 | $0.12 | ||
| Q1 25 | $-2.73 | $0.06 | ||
| Q4 24 | $-3.22 | $0.40 | ||
| Q3 24 | $-2.68 | $0.41 | ||
| Q2 24 | $-2.45 | $-0.09 | ||
| Q1 24 | $-3.52 | $-0.10 |
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 | $97.5M |
| 总债务越低越好 | $17.4M | $22.7M |
| 股东权益账面价值 | $35.9M | $130.3M |
| 总资产 | $109.4M | $216.3M |
| 负债/权益比越低杠杆越低 | 0.48× | 0.17× |
8季度趋势，按日历期对齐
现金及短期投资BIRDPBYI
| Q4 25 | $26.7M | $97.5M | ||
| Q3 25 | $23.7M | $94.4M | ||
| Q2 25 | $33.1M | $96.0M | ||
| Q1 25 | $39.1M | $93.2M | ||
| Q4 24 | $66.7M | $101.0M | ||
| Q3 24 | $78.6M | $96.7M | ||
| Q2 24 | $87.2M | $96.8M | ||
| Q1 24 | $102.1M | $107.2M |
总债务BIRDPBYI
| Q4 25 | $17.4M | $22.7M | ||
| Q3 25 | $12.3M | $34.0M | ||
| Q2 25 | $5.0M | $45.3M | ||
| Q1 25 | — | $56.7M | ||
| Q4 24 | $0 | $68.0M | ||
| Q3 24 | — | $79.3M | ||
| Q2 24 | — | $90.7M | ||
| Q1 24 | — | $102.0M |
股东权益BIRDPBYI
| Q4 25 | $35.9M | $130.3M | ||
| Q3 25 | $51.9M | $115.3M | ||
| Q2 25 | $71.4M | $104.7M | ||
| Q1 25 | $82.8M | $97.1M | ||
| Q4 24 | $101.7M | $92.1M | ||
| Q3 24 | $127.3M | $71.1M | ||
| Q2 24 | $144.0M | $48.5M | ||
| Q1 24 | $160.3M | $51.0M |
总资产BIRDPBYI
| Q4 25 | $109.4M | $216.3M | ||
| Q3 25 | $119.9M | $202.9M | ||
| Q2 25 | $136.8M | $194.9M | ||
| Q1 25 | $147.3M | $196.2M | ||
| Q4 24 | $188.9M | $213.3M | ||
| Q3 24 | $221.9M | $220.7M | ||
| Q2 24 | $239.5M | $205.0M | ||
| Q1 24 | $272.4M | $214.1M |
负债/权益比BIRDPBYI
| Q4 25 | 0.48× | 0.17× | ||
| Q3 25 | 0.24× | 0.30× | ||
| Q2 25 | 0.07× | 0.43× | ||
| Q1 25 | — | 0.58× | ||
| Q4 24 | 0.00× | 0.74× | ||
| Q3 24 | — | 1.12× | ||
| Q2 24 | — | 1.87× | ||
| Q1 24 | — | 2.00× |
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 | $14.4M |
| 自由现金流经营现金流 - 资本支出 | $-4.1M | $14.4M |
| 自由现金流率自由现金流/营收 | -8.7% | 19.1% |
| 资本支出强度资本支出/营收 | 1.8% | 0.0% |
| 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 | $41.7M |
8季度趋势，按日历期对齐
经营现金流BIRDPBYI
| Q4 25 | $-3.3M | $14.4M | ||
| Q3 25 | $-15.2M | $9.7M | ||
| Q2 25 | $-8.7M | $14.1M | ||
| Q1 25 | $-27.9M | $3.6M | ||
| Q4 24 | $-10.8M | $15.6M | ||
| Q3 24 | $-11.2M | $11.0M | ||
| Q2 24 | $-15.6M | $1.0M | ||
| Q1 24 | $-26.2M | $11.2M |
自由现金流BIRDPBYI
| Q4 25 | $-4.1M | $14.4M | ||
| Q3 25 | $-16.1M | $9.7M | ||
| Q2 25 | $-9.4M | $14.1M | ||
| Q1 25 | $-28.5M | $3.6M | ||
| Q4 24 | $-11.9M | $15.6M | ||
| Q3 24 | $-11.9M | $11.0M | ||
| Q2 24 | $-16.9M | $1.0M | ||
| Q1 24 | $-27.3M | — |
自由现金流率BIRDPBYI
| Q4 25 | -8.7% | 19.1% | ||
| Q3 25 | -48.9% | 17.7% | ||
| Q2 25 | -23.7% | 26.8% | ||
| Q1 25 | -88.8% | 7.7% | ||
| Q4 24 | -21.2% | 26.4% | ||
| Q3 24 | -27.6% | 13.7% | ||
| Q2 24 | -32.8% | 2.1% | ||
| Q1 24 | -69.5% | — |
资本支出强度BIRDPBYI
| Q4 25 | 1.8% | 0.0% | ||
| Q3 25 | 2.7% | 0.0% | ||
| Q2 25 | 1.8% | 0.0% | ||
| Q1 25 | 2.0% | 0.1% | ||
| Q4 24 | 1.8% | 0.0% | ||
| Q3 24 | 1.5% | 0.0% | ||
| Q2 24 | 2.5% | 0.0% | ||
| Q1 24 | 2.9% | 0.0% |
现金转化率BIRDPBYI
| Q4 25 | — | — | ||
| Q3 25 | — | 1.10× | ||
| Q2 25 | — | 2.41× | ||
| Q1 25 | — | 1.21× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.54× | ||
| 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
