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Allbirds, Inc.（BIRD）与REDWOOD TRUST INC（RWT）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REDWOOD TRUST INC的1.8倍（$47.7M vs $25.9M），REDWOOD TRUST INC净利率更高（77.2% vs -41.1%，领先118.3%），REDWOOD TRUST INC同比增速更快（-6.1% vs -14.6%），过去两年Allbirds, Inc.的营收复合增速更高（10.1% vs -41.0%）
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。
Redwood Trust Inc是总部位于美国的专业房地产投资信托公司，主营住宅与商业抵押贷款、抵押贷款支持证券及房地产信贷类资产的投资管理，核心业务覆盖住宅抵押贷款发放、商业地产信贷和投资服务，客户以机构投资者和房地产市场参与者为主。
BIRD vs RWT — 直观对比
营收规模更大
BIRD
是对方的1.8倍
$25.9M
营收增速更快
RWT
高出8.5%
-14.6%
净利率更高
RWT
高出118.3%
-41.1%
两年增速更快
BIRD
近两年复合增速
-41.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $47.7M | $25.9M |
| 净利润 | $-19.6M | $20.0M |
| 毛利率 | 37.2% | — |
| 营业利润率 | -43.5% | — |
| 净利率 | -41.1% | 77.2% |
| 营收同比 | -14.6% | -6.1% |
| 净利润同比 | 23.7% | 402.6% |
| 每股收益（稀释后） | $-2.33 | $0.11 |
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BIRDRWT
| Q4 25 | $47.7M | $25.9M | ||
| Q3 25 | $33.0M | $15.0M | ||
| Q2 25 | $39.7M | $13.8M | ||
| Q1 25 | $32.1M | $27.9M | ||
| Q4 24 | $55.9M | $27.6M | ||
| Q3 24 | $43.0M | $25.5M | ||
| Q2 24 | $51.6M | $67.4M | ||
| Q1 24 | $39.3M | $74.5M |
净利润BIRDRWT
| Q4 25 | $-19.6M | $20.0M | ||
| Q3 25 | $-20.3M | $-7.7M | ||
| Q2 25 | $-15.5M | $-98.5M | ||
| Q1 25 | $-21.9M | $16.1M | ||
| Q4 24 | $-25.7M | $-6.6M | ||
| Q3 24 | $-21.2M | $14.8M | ||
| Q2 24 | $-19.1M | $15.5M | ||
| Q1 24 | $-27.3M | $30.3M |
毛利率BIRDRWT
| 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BIRDRWT
| Q4 25 | -43.5% | — | ||
| Q3 25 | -60.3% | -9.0% | ||
| Q2 25 | -41.6% | -679.0% | ||
| Q1 25 | -71.1% | 80.2% | ||
| Q4 24 | -46.1% | -1.3% | ||
| Q3 24 | -50.7% | 86.1% | ||
| Q2 24 | -39.1% | 30.3% | ||
| Q1 24 | -75.8% | 41.3% |
净利率BIRDRWT
| Q4 25 | -41.1% | 77.2% | ||
| Q3 25 | -61.6% | -51.4% | ||
| Q2 25 | -39.1% | -712.0% | ||
| Q1 25 | -68.1% | 57.8% | ||
| Q4 24 | -46.0% | -24.0% | ||
| Q3 24 | -49.3% | 58.1% | ||
| Q2 24 | -37.1% | 23.0% | ||
| Q1 24 | -69.5% | 40.6% |
每股收益（稀释后）BIRDRWT
| Q4 25 | $-2.33 | $0.11 | ||
| Q3 25 | $-2.49 | $-0.08 | ||
| Q2 25 | $-1.92 | $-0.76 | ||
| Q1 25 | $-2.73 | $0.10 | ||
| Q4 24 | $-3.22 | $-0.08 | ||
| Q3 24 | $-2.68 | $0.09 | ||
| Q2 24 | $-2.45 | $0.10 | ||
| Q1 24 | $-3.52 | $0.21 |
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 | $255.7M |
| 总债务越低越好 | $17.4M | — |
| 股东权益账面价值 | $35.9M | $982.6M |
| 总资产 | $109.4M | $23.7B |
| 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BIRDRWT
| Q4 25 | $26.7M | $255.7M | ||
| Q3 25 | $23.7M | $226.3M | ||
| Q2 25 | $33.1M | $302.0M | ||
| Q1 25 | $39.1M | $259.9M | ||
| Q4 24 | $66.7M | $245.2M | ||
| Q3 24 | $78.6M | $253.7M | ||
| Q2 24 | $87.2M | $275.6M | ||
| Q1 24 | $102.1M | $275.4M |
总债务BIRDRWT
| Q4 25 | $17.4M | — | ||
| Q3 25 | $12.3M | — | ||
| Q2 25 | $5.0M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $0 | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $1.7B |
股东权益BIRDRWT
| Q4 25 | $35.9M | $982.6M | ||
| Q3 25 | $51.9M | $999.0M | ||
| Q2 25 | $71.4M | $1.1B | ||
| Q1 25 | $82.8M | $1.2B | ||
| Q4 24 | $101.7M | $1.2B | ||
| Q3 24 | $127.3M | $1.2B | ||
| Q2 24 | $144.0M | $1.2B | ||
| Q1 24 | $160.3M | $1.2B |
总资产BIRDRWT
| Q4 25 | $109.4M | $23.7B | ||
| Q3 25 | $119.9M | $22.6B | ||
| Q2 25 | $136.8M | $21.3B | ||
| Q1 25 | $147.3M | $19.9B | ||
| Q4 24 | $188.9M | $18.3B | ||
| Q3 24 | $221.9M | $18.4B | ||
| Q2 24 | $239.5M | $16.5B | ||
| Q1 24 | $272.4M | $15.1B |
负债/权益比BIRDRWT
| Q4 25 | 0.48× | — | ||
| Q3 25 | 0.24× | — | ||
| Q2 25 | 0.07× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.00× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 1.39× |
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 | $-10.1B |
| 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 | — | -504.15× |
| 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BIRDRWT
| Q4 25 | $-3.3M | $-10.1B | ||
| Q3 25 | $-15.2M | $-2.7B | ||
| Q2 25 | $-8.7M | $-2.1B | ||
| Q1 25 | $-27.9M | $-2.0B | ||
| Q4 24 | $-10.8M | $-5.9B | ||
| Q3 24 | $-11.2M | $-2.1B | ||
| Q2 24 | $-15.6M | $-2.0B | ||
| Q1 24 | $-26.2M | $-954.2M |
自由现金流BIRDRWT
| Q4 25 | $-4.1M | — | ||
| Q3 25 | $-16.1M | — | ||
| Q2 25 | $-9.4M | — | ||
| Q1 25 | $-28.5M | — | ||
| Q4 24 | $-11.9M | — | ||
| Q3 24 | $-11.9M | — | ||
| Q2 24 | $-16.9M | — | ||
| Q1 24 | $-27.3M | — |
自由现金流率BIRDRWT
| Q4 25 | -8.7% | — | ||
| Q3 25 | -48.9% | — | ||
| Q2 25 | -23.7% | — | ||
| Q1 25 | -88.8% | — | ||
| Q4 24 | -21.2% | — | ||
| Q3 24 | -27.6% | — | ||
| Q2 24 | -32.8% | — | ||
| Q1 24 | -69.5% | — |
资本支出强度BIRDRWT
| Q4 25 | 1.8% | — | ||
| Q3 25 | 2.7% | — | ||
| Q2 25 | 1.8% | — | ||
| Q1 25 | 2.0% | — | ||
| Q4 24 | 1.8% | — | ||
| Q3 24 | 1.5% | — | ||
| Q2 24 | 2.5% | — | ||
| Q1 24 | 2.9% | — |
现金转化率BIRDRWT
| Q4 25 | — | -504.15× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | -120.92× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | -140.86× | ||
| Q2 24 | — | -126.56× | ||
| Q1 24 | — | -31.53× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
