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Allbirds, Inc.（BIRD）与RBB Bancorp（RBB）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RBB Bancorp的1.5倍（$47.7M vs $32.3M），RBB Bancorp净利率更高（31.5% vs -41.1%，领先72.6%），RBB Bancorp同比增速更快（12.6% vs -14.6%），RBB Bancorp自由现金流更多（$42.6M vs $-4.1M），过去两年Allbirds, Inc.的营收复合增速更高（10.1% vs 7.0%）
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。
RBB银行控股公司是总部位于美国的金融控股集团，旗下核心主体为皇家商业银行，主要服务亚裔社群、中小微企业、不动产投资者及零售客户，提供商业信贷、储蓄存款、财富管理等多元金融服务，业务覆盖美国沿海核心都会区。
BIRD vs RBB — 直观对比
营收规模更大
BIRD
是对方的1.5倍
$32.3M
营收增速更快
RBB
高出27.2%
-14.6%
净利率更高
RBB
高出72.6%
-41.1%
自由现金流更多
RBB
多$46.7M
$-4.1M
两年增速更快
BIRD
近两年复合增速
7.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $47.7M | $32.3M |
| 净利润 | $-19.6M | $10.2M |
| 毛利率 | 37.2% | — |
| 营业利润率 | -43.5% | 39.5% |
| 净利率 | -41.1% | 31.5% |
| 营收同比 | -14.6% | 12.6% |
| 净利润同比 | 23.7% | 132.1% |
| 每股收益（稀释后） | $-2.33 | $0.59 |
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BIRDRBB
| Q4 25 | $47.7M | $32.3M | ||
| Q3 25 | $33.0M | $32.6M | ||
| Q2 25 | $39.7M | $35.8M | ||
| Q1 25 | $32.1M | $28.5M | ||
| Q4 24 | $55.9M | $28.7M | ||
| Q3 24 | $43.0M | $30.3M | ||
| Q2 24 | $51.6M | $27.5M | ||
| Q1 24 | $39.3M | $28.2M |
净利润BIRDRBB
| Q4 25 | $-19.6M | $10.2M | ||
| Q3 25 | $-20.3M | $10.1M | ||
| Q2 25 | $-15.5M | $9.3M | ||
| Q1 25 | $-21.9M | $2.3M | ||
| Q4 24 | $-25.7M | $4.4M | ||
| Q3 24 | $-21.2M | $7.0M | ||
| Q2 24 | $-19.1M | $7.2M | ||
| Q1 24 | $-27.3M | $8.0M |
毛利率BIRDRBB
| Q4 25 | 37.2% | — | ||
| Q3 25 | 43.2% | — | ||
| Q2 25 | 40.7% | — | ||
| Q1 25 | 44.8% | — | ||
| Q4 24 | 31.3% | — | ||
| Q3 24 | 44.4% | — | ||
| Q2 24 | 50.5% | — | ||
| Q1 24 | 46.9% | — |
营业利润率BIRDRBB
| Q4 25 | -43.5% | 39.5% | ||
| Q3 25 | -60.3% | 40.7% | ||
| Q2 25 | -41.6% | 36.1% | ||
| Q1 25 | -71.1% | 11.2% | ||
| Q4 24 | -46.1% | 17.6% | ||
| Q3 24 | -50.7% | 31.6% | ||
| Q2 24 | -39.1% | 35.6% | ||
| Q1 24 | -75.8% | 39.9% |
净利率BIRDRBB
| Q4 25 | -41.1% | 31.5% | ||
| Q3 25 | -61.6% | 31.2% | ||
| Q2 25 | -39.1% | 26.1% | ||
| Q1 25 | -68.1% | 8.0% | ||
| Q4 24 | -46.0% | 15.3% | ||
| Q3 24 | -49.3% | 23.1% | ||
| Q2 24 | -37.1% | 26.4% | ||
| Q1 24 | -69.5% | 28.4% |
每股收益（稀释后）BIRDRBB
| Q4 25 | $-2.33 | $0.59 | ||
| Q3 25 | $-2.49 | $0.59 | ||
| Q2 25 | $-1.92 | $0.52 | ||
| Q1 25 | $-2.73 | $0.13 | ||
| Q4 24 | $-3.22 | $0.26 | ||
| Q3 24 | $-2.68 | $0.39 | ||
| Q2 24 | $-2.45 | $0.39 | ||
| Q1 24 | $-3.52 | $0.43 |
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 | $212.3M |
| 总债务越低越好 | $17.4M | $119.9M |
| 股东权益账面价值 | $35.9M | $523.4M |
| 总资产 | $109.4M | $4.2B |
| 负债/权益比越低杠杆越低 | 0.48× | 0.23× |
8季度趋势，按日历期对齐
现金及短期投资BIRDRBB
| Q4 25 | $26.7M | $212.3M | ||
| Q3 25 | $23.7M | $234.9M | ||
| Q2 25 | $33.1M | $191.9M | ||
| Q1 25 | $39.1M | $238.8M | ||
| Q4 24 | $66.7M | $257.7M | ||
| Q3 24 | $78.6M | $349.4M | ||
| Q2 24 | $87.2M | $252.8M | ||
| Q1 24 | $102.1M | — |
总债务BIRDRBB
| Q4 25 | $17.4M | $119.9M | ||
| Q3 25 | $12.3M | $119.8M | ||
| Q2 25 | $5.0M | $119.7M | ||
| Q1 25 | — | $119.6M | ||
| Q4 24 | $0 | $119.5M | ||
| Q3 24 | — | $119.4M | ||
| Q2 24 | — | $119.3M | ||
| Q1 24 | — | $119.2M |
股东权益BIRDRBB
| Q4 25 | $35.9M | $523.4M | ||
| Q3 25 | $51.9M | $514.3M | ||
| Q2 25 | $71.4M | $517.7M | ||
| Q1 25 | $82.8M | $510.3M | ||
| Q4 24 | $101.7M | $507.9M | ||
| Q3 24 | $127.3M | $509.7M | ||
| Q2 24 | $144.0M | $511.3M | ||
| Q1 24 | $160.3M | $514.0M |
总资产BIRDRBB
| Q4 25 | $109.4M | $4.2B | ||
| Q3 25 | $119.9M | $4.2B | ||
| Q2 25 | $136.8M | $4.1B | ||
| Q1 25 | $147.3M | $4.0B | ||
| Q4 24 | $188.9M | $4.0B | ||
| Q3 24 | $221.9M | $4.0B | ||
| Q2 24 | $239.5M | $3.9B | ||
| Q1 24 | $272.4M | $3.9B |
负债/权益比BIRDRBB
| Q4 25 | 0.48× | 0.23× | ||
| Q3 25 | 0.24× | 0.23× | ||
| Q2 25 | 0.07× | 0.23× | ||
| Q1 25 | — | 0.23× | ||
| Q4 24 | 0.00× | 0.24× | ||
| Q3 24 | — | 0.23× | ||
| Q2 24 | — | 0.23× | ||
| Q1 24 | — | 0.23× |
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 | $43.4M |
| 自由现金流经营现金流 - 资本支出 | $-4.1M | $42.6M |
| 自由现金流率自由现金流/营收 | -8.7% | 131.8% |
| 资本支出强度资本支出/营收 | 1.8% | 2.5% |
| 现金转化率经营现金流/净利润 | — | 4.26× |
| 过去12个月自由现金流最近4个季度 | $-58.2M | $73.5M |
8季度趋势，按日历期对齐
经营现金流BIRDRBB
| Q4 25 | $-3.3M | $43.4M | ||
| Q3 25 | $-15.2M | $2.1M | ||
| Q2 25 | $-8.7M | $21.7M | ||
| Q1 25 | $-27.9M | $7.8M | ||
| Q4 24 | $-10.8M | $58.5M | ||
| Q3 24 | $-11.2M | $24.5M | ||
| Q2 24 | $-15.6M | $11.7M | ||
| Q1 24 | $-26.2M | $4.8M |
自由现金流BIRDRBB
| Q4 25 | $-4.1M | $42.6M | ||
| Q3 25 | $-16.1M | $1.8M | ||
| Q2 25 | $-9.4M | $21.6M | ||
| Q1 25 | $-28.5M | $7.6M | ||
| Q4 24 | $-11.9M | $57.7M | ||
| Q3 24 | $-11.9M | $24.2M | ||
| Q2 24 | $-16.9M | $11.5M | ||
| Q1 24 | $-27.3M | $4.7M |
自由现金流率BIRDRBB
| Q4 25 | -8.7% | 131.8% | ||
| Q3 25 | -48.9% | 5.4% | ||
| Q2 25 | -23.7% | 60.2% | ||
| Q1 25 | -88.8% | 26.7% | ||
| Q4 24 | -21.2% | 201.0% | ||
| Q3 24 | -27.6% | 80.0% | ||
| Q2 24 | -32.8% | 42.0% | ||
| Q1 24 | -69.5% | 16.6% |
资本支出强度BIRDRBB
| Q4 25 | 1.8% | 2.5% | ||
| Q3 25 | 2.7% | 1.1% | ||
| Q2 25 | 1.8% | 0.3% | ||
| Q1 25 | 2.0% | 0.6% | ||
| Q4 24 | 1.8% | 2.7% | ||
| Q3 24 | 1.5% | 0.8% | ||
| Q2 24 | 2.5% | 0.5% | ||
| Q1 24 | 2.9% | 0.5% |
现金转化率BIRDRBB
| Q4 25 | — | 4.26× | ||
| Q3 25 | — | 0.21× | ||
| Q2 25 | — | 2.32× | ||
| Q1 25 | — | 3.39× | ||
| Q4 24 | — | 13.34× | ||
| Q3 24 | — | 3.50× | ||
| Q2 24 | — | 1.61× | ||
| Q1 24 | — | 0.60× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
