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Allbirds, Inc.（BIRD）与RECURSION PHARMACEUTICALS, INC.（RXRX）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RECURSION PHARMACEUTICALS, INC.的1.3倍（$47.7M vs $35.5M），Allbirds, Inc.净利率更高（-41.1% vs -304.2%，领先263.2%），RECURSION PHARMACEUTICALS, INC.同比增速更快（681.7% vs -14.6%），Allbirds, Inc.自由现金流更多（$-4.1M vs $-47.3M），过去两年RECURSION PHARMACEUTICALS, INC.的营收复合增速更高（60.5% 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。
Recursion Pharmaceuticals是一家临床阶段生物技术企业，依托人工智能技术和高通量生物实验体系，开发针对罕见病、肿瘤、炎症性疾病等领域未满足医疗需求的创新疗法，核心市场覆盖北美，与全球多家生物制药企业合作推进在研管线落地。
BIRD vs RXRX — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $47.7M | $35.5M |
| 净利润 | $-19.6M | $-108.1M |
| 毛利率 | 37.2% | 59.8% |
| 营业利润率 | -43.5% | -304.8% |
| 净利率 | -41.1% | -304.2% |
| 营收同比 | -14.6% | 681.7% |
| 净利润同比 | 23.7% | 39.6% |
| 每股收益（稀释后） | $-2.33 | $-0.17 |
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
| Q4 25 | $47.7M | $35.5M | ||
| Q3 25 | $33.0M | $5.2M | ||
| Q2 25 | $39.7M | $19.2M | ||
| Q1 25 | $32.1M | $14.7M | ||
| Q4 24 | $55.9M | $4.5M | ||
| Q3 24 | $43.0M | $26.1M | ||
| Q2 24 | $51.6M | $14.4M | ||
| Q1 24 | $39.3M | $13.8M |
| Q4 25 | $-19.6M | $-108.1M | ||
| Q3 25 | $-20.3M | $-162.3M | ||
| Q2 25 | $-15.5M | $-171.9M | ||
| Q1 25 | $-21.9M | $-202.5M | ||
| Q4 24 | $-25.7M | $-178.9M | ||
| Q3 24 | $-21.2M | $-95.8M | ||
| Q2 24 | $-19.1M | $-97.5M | ||
| Q1 24 | $-27.3M | $-91.4M |
| Q4 25 | 37.2% | 59.8% | ||
| Q3 25 | 43.2% | -183.8% | ||
| Q2 25 | 40.7% | -4.9% | ||
| Q1 25 | 44.8% | -48.0% | ||
| Q4 24 | 31.3% | -181.4% | ||
| Q3 24 | 44.4% | 53.7% | ||
| Q2 24 | 50.5% | 36.2% | ||
| Q1 24 | 46.9% | 19.1% |
| Q4 25 | -43.5% | -304.8% | ||
| Q3 25 | -60.3% | -3327.6% | ||
| Q2 25 | -41.6% | -916.8% | ||
| Q1 25 | -71.1% | -1297.9% | ||
| Q4 24 | -46.1% | -4042.4% | ||
| Q3 24 | -50.7% | -377.1% | ||
| Q2 24 | -39.1% | -697.4% | ||
| Q1 24 | -75.8% | -698.4% |
| Q4 25 | -41.1% | -304.2% | ||
| Q3 25 | -61.6% | -3135.3% | ||
| Q2 25 | -39.1% | -894.2% | ||
| Q1 25 | -68.1% | -1373.3% | ||
| Q4 24 | -46.0% | -3935.5% | ||
| Q3 24 | -49.3% | -367.5% | ||
| Q2 24 | -37.1% | -676.6% | ||
| Q1 24 | -69.5% | -662.4% |
| Q4 25 | $-2.33 | $-0.17 | ||
| Q3 25 | $-2.49 | $-0.36 | ||
| Q2 25 | $-1.92 | $-0.41 | ||
| Q1 25 | $-2.73 | $-0.50 | ||
| Q4 24 | $-3.22 | $-0.56 | ||
| Q3 24 | $-2.68 | $-0.34 | ||
| Q2 24 | $-2.45 | $-0.40 | ||
| Q1 24 | $-3.52 | $-0.39 |
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 | $743.3M |
| 总债务越低越好 | $17.4M | $9.6M |
| 股东权益账面价值 | $35.9M | $1.1B |
| 总资产 | $109.4M | $1.5B |
| 负债/权益比越低杠杆越低 | 0.48× | 0.01× |
8季度趋势，按日历期对齐
| Q4 25 | $26.7M | $743.3M | ||
| Q3 25 | $23.7M | $659.8M | ||
| Q2 25 | $33.1M | $525.1M | ||
| Q1 25 | $39.1M | $500.5M | ||
| Q4 24 | $66.7M | $594.4M | ||
| Q3 24 | $78.6M | $427.6M | ||
| Q2 24 | $87.2M | $474.3M | ||
| Q1 24 | $102.1M | $296.3M |
| Q4 25 | $17.4M | $9.6M | ||
| Q3 25 | $12.3M | $11.9M | ||
| Q2 25 | $5.0M | $14.2M | ||
| Q1 25 | — | $16.4M | ||
| Q4 24 | $0 | $19.0M | ||
| Q3 24 | — | $20.5M | ||
| Q2 24 | — | $22.9M | ||
| Q1 24 | — | — |
| Q4 25 | $35.9M | $1.1B | ||
| Q3 25 | $51.9M | $1.0B | ||
| Q2 25 | $71.4M | $919.1M | ||
| Q1 25 | $82.8M | $933.9M | ||
| Q4 24 | $101.7M | $1.0B | ||
| Q3 24 | $127.3M | $524.6M | ||
| Q2 24 | $144.0M | $584.4M | ||
| Q1 24 | $160.3M | $401.2M |
| Q4 25 | $109.4M | $1.5B | ||
| Q3 25 | $119.9M | $1.4B | ||
| Q2 25 | $136.8M | $1.3B | ||
| Q1 25 | $147.3M | $1.3B | ||
| Q4 24 | $188.9M | $1.4B | ||
| Q3 24 | $221.9M | $726.5M | ||
| Q2 24 | $239.5M | $775.9M | ||
| Q1 24 | $272.4M | $557.8M |
| Q4 25 | 0.48× | 0.01× | ||
| Q3 25 | 0.24× | 0.01× | ||
| Q2 25 | 0.07× | 0.02× | ||
| Q1 25 | — | 0.02× | ||
| Q4 24 | 0.00× | 0.02× | ||
| Q3 24 | — | 0.04× | ||
| Q2 24 | — | 0.04× | ||
| 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 | $-46.1M |
| 自由现金流经营现金流 - 资本支出 | $-4.1M | $-47.3M |
| 自由现金流率自由现金流/营收 | -8.7% | -133.1% |
| 资本支出强度资本支出/营收 | 1.8% | 3.5% |
| 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 | $-378.3M |
8季度趋势，按日历期对齐
| Q4 25 | $-3.3M | $-46.1M | ||
| Q3 25 | $-15.2M | $-117.4M | ||
| Q2 25 | $-8.7M | $-76.4M | ||
| Q1 25 | $-27.9M | $-132.0M | ||
| Q4 24 | $-10.8M | $-115.4M | ||
| Q3 24 | $-11.2M | $-59.2M | ||
| Q2 24 | $-15.6M | $-82.2M | ||
| Q1 24 | $-26.2M | $-102.3M |
| Q4 25 | $-4.1M | $-47.3M | ||
| Q3 25 | $-16.1M | $-117.6M | ||
| Q2 25 | $-9.4M | $-79.6M | ||
| Q1 25 | $-28.5M | $-133.8M | ||
| Q4 24 | $-11.9M | $-116.7M | ||
| Q3 24 | $-11.9M | $-63.8M | ||
| Q2 24 | $-16.9M | $-83.4M | ||
| Q1 24 | $-27.3M | $-109.0M |
| Q4 25 | -8.7% | -133.1% | ||
| Q3 25 | -48.9% | -2272.5% | ||
| Q2 25 | -23.7% | -413.9% | ||
| Q1 25 | -88.8% | -907.4% | ||
| Q4 24 | -21.2% | -2567.7% | ||
| Q3 24 | -27.6% | -244.6% | ||
| Q2 24 | -32.8% | -578.5% | ||
| Q1 24 | -69.5% | -789.9% |
| Q4 25 | 1.8% | 3.5% | ||
| Q3 25 | 2.7% | 4.7% | ||
| Q2 25 | 1.8% | 16.4% | ||
| Q1 25 | 2.0% | 12.4% | ||
| Q4 24 | 1.8% | 28.6% | ||
| Q3 24 | 1.5% | 17.5% | ||
| Q2 24 | 2.5% | 8.2% | ||
| Q1 24 | 2.9% | 48.2% |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
