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Allbirds, Inc.（BIRD）与REGENXBIO Inc.（RGNX）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REGENXBIO Inc.的1.6倍（$47.7M vs $30.3M），Allbirds, Inc.净利率更高（-41.1% vs -221.3%，领先180.3%），REGENXBIO Inc.同比增速更快（43.0% vs -14.6%），Allbirds, Inc.自由现金流更多（$-4.1M vs $-52.8M），过去两年REGENXBIO Inc.的营收复合增速更高（39.4% 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。
REGENXBIO Inc.是一家临床阶段生物技术企业，专注于开发针对罕见及严重遗传疾病的突破性基因疗法。公司拥有专有的腺相关病毒载体技术，既向全球生物制药合作伙伴提供技术授权，也自主推进多疾病领域的基因疗法管线研发。
BIRD vs RGNX — 直观对比
营收规模更大
BIRD
是对方的1.6倍
$30.3M
营收增速更快
RGNX
高出57.6%
-14.6%
净利率更高
BIRD
高出180.3%
-221.3%
自由现金流更多
BIRD
多$48.7M
$-52.8M
两年增速更快
RGNX
近两年复合增速
10.1%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $47.7M | $30.3M |
| 净利润 | $-19.6M | $-67.1M |
| 毛利率 | 37.2% | — |
| 营业利润率 | -43.5% | -190.0% |
| 净利率 | -41.1% | -221.3% |
| 营收同比 | -14.6% | 43.0% |
| 净利润同比 | 23.7% | -31.2% |
| 每股收益（稀释后） | $-2.33 | $-1.30 |
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BIRDRGNX
| Q4 25 | $47.7M | $30.3M | ||
| Q3 25 | $33.0M | $29.7M | ||
| Q2 25 | $39.7M | $21.4M | ||
| Q1 25 | $32.1M | $89.0M | ||
| Q4 24 | $55.9M | $21.2M | ||
| Q3 24 | $43.0M | $24.2M | ||
| Q2 24 | $51.6M | $22.3M | ||
| Q1 24 | $39.3M | $15.6M |
净利润BIRDRGNX
| Q4 25 | $-19.6M | $-67.1M | ||
| Q3 25 | $-20.3M | $-61.9M | ||
| Q2 25 | $-15.5M | $-70.9M | ||
| Q1 25 | $-21.9M | $6.1M | ||
| Q4 24 | $-25.7M | $-51.2M | ||
| Q3 24 | $-21.2M | $-59.6M | ||
| Q2 24 | $-19.1M | $-53.0M | ||
| Q1 24 | $-27.3M | $-63.3M |
毛利率BIRDRGNX
| Q4 25 | 37.2% | — | ||
| Q3 25 | 43.2% | — | ||
| Q2 25 | 40.7% | — | ||
| Q1 25 | 44.8% | — | ||
| Q4 24 | 31.3% | 70.2% | ||
| Q3 24 | 44.4% | 48.8% | ||
| Q2 24 | 50.5% | 52.5% | ||
| Q1 24 | 46.9% | 72.6% |
营业利润率BIRDRGNX
| Q4 25 | -43.5% | -190.0% | ||
| Q3 25 | -60.3% | -176.3% | ||
| Q2 25 | -41.6% | -296.3% | ||
| Q1 25 | -71.1% | 13.6% | ||
| Q4 24 | -46.1% | -242.1% | ||
| Q3 24 | -50.7% | -256.6% | ||
| Q2 24 | -39.1% | -251.3% | ||
| Q1 24 | -75.8% | -408.8% |
净利率BIRDRGNX
| Q4 25 | -41.1% | -221.3% | ||
| Q3 25 | -61.6% | -208.3% | ||
| Q2 25 | -39.1% | -331.8% | ||
| Q1 25 | -68.1% | 6.8% | ||
| Q4 24 | -46.0% | -241.3% | ||
| Q3 24 | -49.3% | -246.3% | ||
| Q2 24 | -37.1% | -237.7% | ||
| Q1 24 | -69.5% | -405.4% |
每股收益（稀释后）BIRDRGNX
| Q4 25 | $-2.33 | $-1.30 | ||
| Q3 25 | $-2.49 | $-1.20 | ||
| Q2 25 | $-1.92 | $-1.38 | ||
| Q1 25 | $-2.73 | $0.12 | ||
| Q4 24 | $-3.22 | $-0.99 | ||
| Q3 24 | $-2.68 | $-1.17 | ||
| Q2 24 | $-2.45 | $-1.05 | ||
| Q1 24 | $-3.52 | $-1.38 |
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 | $230.1M |
| 总债务越低越好 | $17.4M | — |
| 股东权益账面价值 | $35.9M | $102.7M |
| 总资产 | $109.4M | $453.0M |
| 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BIRDRGNX
| Q4 25 | $26.7M | $230.1M | ||
| Q3 25 | $23.7M | $274.2M | ||
| Q2 25 | $33.1M | $323.3M | ||
| Q1 25 | $39.1M | $267.9M | ||
| Q4 24 | $66.7M | $234.7M | ||
| Q3 24 | $78.6M | $255.5M | ||
| Q2 24 | $87.2M | $290.4M | ||
| Q1 24 | $102.1M | $338.7M |
总债务BIRDRGNX
| 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BIRDRGNX
| Q4 25 | $35.9M | $102.7M | ||
| Q3 25 | $51.9M | $161.5M | ||
| Q2 25 | $71.4M | $213.7M | ||
| Q1 25 | $82.8M | $274.2M | ||
| Q4 24 | $101.7M | $259.7M | ||
| Q3 24 | $127.3M | $301.4M | ||
| Q2 24 | $144.0M | $348.3M | ||
| Q1 24 | $160.3M | $390.7M |
总资产BIRDRGNX
| Q4 25 | $109.4M | $453.0M | ||
| Q3 25 | $119.9M | $525.2M | ||
| Q2 25 | $136.8M | $581.0M | ||
| Q1 25 | $147.3M | $490.9M | ||
| Q4 24 | $188.9M | $466.0M | ||
| Q3 24 | $221.9M | $519.1M | ||
| Q2 24 | $239.5M | $569.4M | ||
| Q1 24 | $272.4M | $629.2M |
负债/权益比BIRDRGNX
| 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 | $-52.3M |
| 自由现金流经营现金流 - 资本支出 | $-4.1M | $-52.8M |
| 自由现金流率自由现金流/营收 | -8.7% | -174.0% |
| 资本支出强度资本支出/营收 | 1.8% | 1.7% |
| 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 | $-126.4M |
8季度趋势，按日历期对齐
经营现金流BIRDRGNX
| Q4 25 | $-3.3M | $-52.3M | ||
| Q3 25 | $-15.2M | $-56.0M | ||
| Q2 25 | $-8.7M | $-49.3M | ||
| Q1 25 | $-27.9M | $33.6M | ||
| Q4 24 | $-10.8M | $-31.6M | ||
| Q3 24 | $-11.2M | $-40.5M | ||
| Q2 24 | $-15.6M | $-45.5M | ||
| Q1 24 | $-26.2M | $-55.5M |
自由现金流BIRDRGNX
| Q4 25 | $-4.1M | $-52.8M | ||
| Q3 25 | $-16.1M | $-56.5M | ||
| Q2 25 | $-9.4M | $-49.7M | ||
| Q1 25 | $-28.5M | $32.6M | ||
| Q4 24 | $-11.9M | $-32.7M | ||
| Q3 24 | $-11.9M | $-40.9M | ||
| Q2 24 | $-16.9M | $-46.0M | ||
| Q1 24 | $-27.3M | $-56.0M |
自由现金流率BIRDRGNX
| Q4 25 | -8.7% | -174.0% | ||
| Q3 25 | -48.9% | -189.9% | ||
| Q2 25 | -23.7% | -232.8% | ||
| Q1 25 | -88.8% | 36.6% | ||
| Q4 24 | -21.2% | -154.2% | ||
| Q3 24 | -27.6% | -168.9% | ||
| Q2 24 | -32.8% | -206.2% | ||
| Q1 24 | -69.5% | -358.5% |
资本支出强度BIRDRGNX
| Q4 25 | 1.8% | 1.7% | ||
| Q3 25 | 2.7% | 1.7% | ||
| Q2 25 | 1.8% | 1.8% | ||
| Q1 25 | 2.0% | 1.2% | ||
| Q4 24 | 1.8% | 5.1% | ||
| Q3 24 | 1.5% | 1.3% | ||
| Q2 24 | 2.5% | 2.1% | ||
| Q1 24 | 2.9% | 3.6% |
现金转化率BIRDRGNX
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 5.53× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| 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
业务分部营收拆解
BIRD
暂无分部数据
RGNX
| Novartis Gene Therapies | $24.2M | 80% |
| Nippon Shinyaku Collaboration And License Agreement | $4.3M | 14% |
| Nippon Shinyaku Services | $1.4M | 5% |
