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Allbirds, Inc.（BIRD）与RADWARE LTD（RDWR）财务数据对比。点击上方公司名可切换其他公司
RADWARE LTD的季度营收约是Allbirds, Inc.的1.6倍（$75.3M vs $47.7M），RADWARE LTD净利率更高（7.5% vs -41.1%，领先48.6%），过去两年Allbirds, Inc.的营收复合增速更高（10.1% vs 7.1%）
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。
拉德韦尔是一家为物理、云与软件定义数据中心提供网络安全与应用交付产品的企业，总部位于美国新泽西州莫瓦，全球总部设于以色列，同时在欧洲、非洲及亚太地区均设有办事处，隶属于拉德集团，股份在纳斯达克上市交易。
BIRD vs RDWR — 直观对比
营收规模更大
RDWR
是对方的1.6倍
$47.7M
净利率更高
RDWR
高出48.6%
-41.1%
两年增速更快
BIRD
近两年复合增速
7.1%
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $47.7M | $75.3M |
| 净利润 | $-19.6M | $5.7M |
| 毛利率 | 37.2% | 80.7% |
| 营业利润率 | -43.5% | 4.1% |
| 净利率 | -41.1% | 7.5% |
| 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BIRDRDWR
| Q4 25 | $47.7M | — | ||
| Q3 25 | $33.0M | $75.3M | ||
| Q2 25 | $39.7M | $74.2M | ||
| Q1 25 | $32.1M | $72.1M | ||
| Q4 24 | $55.9M | — | ||
| Q3 24 | $43.0M | $69.5M | ||
| Q2 24 | $51.6M | $67.3M | ||
| Q1 24 | $39.3M | $65.1M |
净利润BIRDRDWR
| Q4 25 | $-19.6M | — | ||
| Q3 25 | $-20.3M | $5.7M | ||
| Q2 25 | $-15.5M | $4.2M | ||
| Q1 25 | $-21.9M | $4.3M | ||
| Q4 24 | $-25.7M | — | ||
| Q3 24 | $-21.2M | $3.1M | ||
| Q2 24 | $-19.1M | $1.7M | ||
| Q1 24 | $-27.3M | $-1.2M |
毛利率BIRDRDWR
| Q4 25 | 37.2% | — | ||
| Q3 25 | 43.2% | 80.7% | ||
| Q2 25 | 40.7% | 80.7% | ||
| Q1 25 | 44.8% | 80.6% | ||
| Q4 24 | 31.3% | — | ||
| Q3 24 | 44.4% | 80.7% | ||
| Q2 24 | 50.5% | 80.6% | ||
| Q1 24 | 46.9% | 80.3% |
营业利润率BIRDRDWR
| Q4 25 | -43.5% | — | ||
| Q3 25 | -60.3% | 4.1% | ||
| Q2 25 | -41.6% | 3.8% | ||
| Q1 25 | -71.1% | 2.2% | ||
| Q4 24 | -46.1% | — | ||
| Q3 24 | -50.7% | -0.0% | ||
| Q2 24 | -39.1% | -1.8% | ||
| Q1 24 | -75.8% | -5.6% |
净利率BIRDRDWR
| Q4 25 | -41.1% | — | ||
| Q3 25 | -61.6% | 7.5% | ||
| Q2 25 | -39.1% | 5.7% | ||
| Q1 25 | -68.1% | 6.0% | ||
| Q4 24 | -46.0% | — | ||
| Q3 24 | -49.3% | 4.5% | ||
| Q2 24 | -37.1% | 2.5% | ||
| Q1 24 | -69.5% | -1.9% |
每股收益（稀释后）BIRDRDWR
| 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 | $98.7M |
| 总债务越低越好 | $17.4M | — |
| 股东权益账面价值 | $35.9M | $357.1M |
| 总资产 | $109.4M | $618.7M |
| 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BIRDRDWR
| Q4 25 | $26.7M | — | ||
| Q3 25 | $23.7M | $98.7M | ||
| Q2 25 | $33.1M | $98.7M | ||
| Q1 25 | $39.1M | $98.7M | ||
| Q4 24 | $66.7M | — | ||
| Q3 24 | $78.6M | $70.5M | ||
| Q2 24 | $87.2M | $70.5M | ||
| Q1 24 | $102.1M | $70.5M |
总债务BIRDRDWR
| 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BIRDRDWR
| Q4 25 | $35.9M | — | ||
| Q3 25 | $51.9M | $357.1M | ||
| Q2 25 | $71.4M | $357.1M | ||
| Q1 25 | $82.8M | $357.1M | ||
| Q4 24 | $101.7M | — | ||
| Q3 24 | $127.3M | $323.3M | ||
| Q2 24 | $144.0M | $323.3M | ||
| Q1 24 | $160.3M | $323.3M |
总资产BIRDRDWR
| Q4 25 | $109.4M | — | ||
| Q3 25 | $119.9M | $618.7M | ||
| Q2 25 | $136.8M | $618.7M | ||
| Q1 25 | $147.3M | $618.7M | ||
| Q4 24 | $188.9M | — | ||
| Q3 24 | $221.9M | $571.9M | ||
| Q2 24 | $239.5M | $571.9M | ||
| Q1 24 | $272.4M | $571.9M |
负债/权益比BIRDRDWR
| 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 | — |
| 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BIRDRDWR
| Q4 25 | $-3.3M | — | ||
| Q3 25 | $-15.2M | — | ||
| Q2 25 | $-8.7M | $14.5M | ||
| Q1 25 | $-27.9M | $22.4M | ||
| Q4 24 | $-10.8M | — | ||
| Q3 24 | $-11.2M | — | ||
| Q2 24 | $-15.6M | $23.0M | ||
| Q1 24 | $-26.2M | — |
自由现金流BIRDRDWR
| Q4 25 | $-4.1M | — | ||
| Q3 25 | $-16.1M | — | ||
| Q2 25 | $-9.4M | $11.8M | ||
| Q1 25 | $-28.5M | $21.3M | ||
| Q4 24 | $-11.9M | — | ||
| Q3 24 | $-11.9M | — | ||
| Q2 24 | $-16.9M | $22.0M | ||
| Q1 24 | $-27.3M | — |
自由现金流率BIRDRDWR
| Q4 25 | -8.7% | — | ||
| Q3 25 | -48.9% | — | ||
| Q2 25 | -23.7% | 15.9% | ||
| Q1 25 | -88.8% | 29.6% | ||
| Q4 24 | -21.2% | — | ||
| Q3 24 | -27.6% | — | ||
| Q2 24 | -32.8% | 32.7% | ||
| Q1 24 | -69.5% | — |
资本支出强度BIRDRDWR
| Q4 25 | 1.8% | — | ||
| Q3 25 | 2.7% | — | ||
| Q2 25 | 1.8% | 3.6% | ||
| Q1 25 | 2.0% | 1.5% | ||
| Q4 24 | 1.8% | — | ||
| Q3 24 | 1.5% | — | ||
| Q2 24 | 2.5% | 1.5% | ||
| Q1 24 | 2.9% | — |
现金转化率BIRDRDWR
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 3.43× | ||
| Q1 25 | — | 5.17× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 13.84× | ||
| Q1 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
