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Blend Labs, Inc.(BLND)与Zoom Communications, Inc.(ZM)财务数据对比。点击上方公司名可切换其他公司
Zoom Communications, Inc.的季度营收约是Blend Labs, Inc.的37.9倍($1.2B vs $32.4M)。Zoom Communications, Inc.净利率更高(49.8% vs -7.8%,领先57.6%)。Blend Labs, Inc.同比增速更快(7.6% vs 4.4%)。Zoom Communications, Inc.自由现金流更多($614.3M vs $-21.0K)。过去两年Blend Labs, Inc.的营收复合增速更高(16.6% vs 3.6%)
GU Energy Labs是一家总部位于美国加利福尼亚州伯克利的运动营养产品生产商,核心产品为深受耐力运动爱好者青睐的能量胶,可在各类运动中快速易消化吸收。此外品牌还推出能量咀嚼糖、冲调饮品、补水片、 stroopwafel荷蘭焦糖煎餅以及Roctane系列产品,涵盖能量冲饮、蛋白恢复冲饮、能量胶和胶囊等,公司于1994年由比尔·沃恩创立。
Zoom是总部位于美国加利福尼亚州圣何塞的通信技术企业,旗下核心产品Zoom视频会议软件全球普及度极高,可为企业及个人用户提供高清稳定的远程音视频沟通、线上会议、协同办公等一站式数字化协作解决方案。
BLND vs ZM — 直观对比
损益表 — Q4 2025 vs Q3 2026
| 指标 | ||
|---|---|---|
| 营收 | $32.4M | $1.2B |
| 净利润 | $-2.5M | $612.9M |
| 毛利率 | 75.7% | 77.9% |
| 营业利润率 | -11.1% | 25.2% |
| 净利率 | -7.8% | 49.8% |
| 营收同比 | 7.6% | 4.4% |
| 净利润同比 | -207.0% | 196.0% |
| 每股收益(稀释后) | — | $2.01 |
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 | $32.4M | $1.2B | ||
| Q3 25 | $32.7M | $1.2B | ||
| Q2 25 | $31.6M | $1.2B | ||
| Q1 25 | $26.8M | $1.2B | ||
| Q4 24 | $30.1M | $1.2B | ||
| Q3 24 | $33.1M | $1.2B | ||
| Q2 24 | $28.7M | $1.1B | ||
| Q1 24 | $23.8M | $1.1B |
| Q4 25 | $-2.5M | $612.9M | ||
| Q3 25 | $12.1M | $358.6M | ||
| Q2 25 | $-6.8M | $254.6M | ||
| Q1 25 | $-9.5M | $367.9M | ||
| Q4 24 | $-825.0K | $207.1M | ||
| Q3 24 | $-2.4M | $219.0M | ||
| Q2 24 | $-19.4M | $216.3M | ||
| Q1 24 | $-20.7M | $298.8M |
| Q4 25 | 75.7% | 77.9% | ||
| Q3 25 | 74.3% | 77.6% | ||
| Q2 25 | 73.8% | 76.3% | ||
| Q1 25 | 70.8% | 75.7% | ||
| Q4 24 | 74.2% | 75.9% | ||
| Q3 24 | 74.0% | 75.5% | ||
| Q2 24 | 70.9% | 76.1% | ||
| Q1 24 | 67.3% | 75.9% |
| Q4 25 | -11.1% | 25.2% | ||
| Q3 25 | -16.4% | 26.4% | ||
| Q2 25 | -15.3% | 20.6% | ||
| Q1 25 | -29.7% | 19.0% | ||
| Q4 24 | -10.9% | 15.5% | ||
| Q3 24 | -34.1% | 17.4% | ||
| Q2 24 | -45.5% | 17.8% | ||
| Q1 24 | -89.0% | 14.7% |
| Q4 25 | -7.8% | 49.8% | ||
| Q3 25 | 37.0% | 29.5% | ||
| Q2 25 | -21.6% | 21.7% | ||
| Q1 25 | -35.5% | 31.1% | ||
| Q4 24 | -2.7% | 17.6% | ||
| Q3 24 | -7.4% | 18.8% | ||
| Q2 24 | -67.6% | 19.0% | ||
| Q1 24 | -86.7% | 26.1% |
| Q4 25 | — | $2.01 | ||
| Q3 25 | $0.02 | $1.16 | ||
| Q2 25 | — | $0.81 | ||
| Q1 25 | — | $1.16 | ||
| Q4 24 | $-0.03 | $0.66 | ||
| Q3 24 | $-0.03 | $0.70 | ||
| Q2 24 | $-0.09 | $0.69 | ||
| Q1 24 | $-0.09 | $0.98 |
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 | $68.3M | $1.2B |
| 总债务越低越好 | $0 | — |
| 股东权益账面价值 | $-30.5M | $9.3B |
| 总资产 | $170.0M | $11.4B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势,按日历期对齐
| Q4 25 | $68.3M | $1.2B | ||
| Q3 25 | $77.3M | $1.2B | ||
| Q2 25 | $88.3M | $1.2B | ||
| Q1 25 | $104.8M | $1.3B | ||
| Q4 24 | $94.2M | $1.3B | ||
| Q3 24 | $112.3M | $1.5B | ||
| Q2 24 | $108.9M | $1.9B | ||
| Q1 24 | $121.1M | $1.6B |
| Q4 25 | $0 | — | ||
| Q3 25 | $0 | — | ||
| Q2 25 | $0 | — | ||
| Q1 25 | $0 | — | ||
| Q4 24 | $0 | — | ||
| Q3 24 | $0 | — | ||
| Q2 24 | $0 | — | ||
| Q1 24 | $138.9M | — |
| Q4 25 | $-30.5M | $9.3B | ||
| Q3 25 | $-13.4M | $9.0B | ||
| Q2 25 | $-23.1M | $8.9B | ||
| Q1 25 | $-17.2M | $8.9B | ||
| Q4 24 | $-56.4M | $8.7B | ||
| Q3 24 | $-49.6M | $8.5B | ||
| Q2 24 | $-45.5M | $8.3B | ||
| Q1 24 | $-35.8M | $8.0B |
| Q4 25 | $170.0M | $11.4B | ||
| Q3 25 | $188.6M | $11.0B | ||
| Q2 25 | $182.2M | $11.0B | ||
| Q1 25 | $187.5M | $11.0B | ||
| Q4 24 | $178.1M | $10.7B | ||
| Q3 24 | $186.1M | $10.5B | ||
| Q2 24 | $185.4M | $10.3B | ||
| Q1 24 | $201.8M | $9.9B |
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 | $1.5M | $629.3M |
| 自由现金流经营现金流 - 资本支出 | $-21.0K | $614.3M |
| 自由现金流率自由现金流/营收 | -0.1% | 50.0% |
| 资本支出强度资本支出/营收 | 4.8% | 1.2% |
| 现金转化率经营现金流/净利润 | — | 1.03× |
| 过去12个月自由现金流最近4个季度 | $-81.0K | $2.0B |
8季度趋势,按日历期对齐
| Q4 25 | $1.5M | $629.3M | ||
| Q3 25 | $-3.6M | $515.9M | ||
| Q2 25 | $-6.5M | $489.3M | ||
| Q1 25 | $20.1M | $424.6M | ||
| Q4 24 | $-4.6M | $483.2M | ||
| Q3 24 | $2.1M | $449.3M | ||
| Q2 24 | $-6.7M | $588.2M | ||
| Q1 24 | $-3.9M | $351.2M |
| Q4 25 | $-21.0K | $614.3M | ||
| Q3 25 | $-5.8M | $508.0M | ||
| Q2 25 | $-10.1M | $463.4M | ||
| Q1 25 | $15.8M | $416.2M | ||
| Q4 24 | $-7.1M | $457.7M | ||
| Q3 24 | $-1.4M | $365.1M | ||
| Q2 24 | $-8.5M | $569.7M | ||
| Q1 24 | $-5.8M | $332.7M |
| Q4 25 | -0.1% | 50.0% | ||
| Q3 25 | -17.6% | 41.7% | ||
| Q2 25 | -31.9% | 39.4% | ||
| Q1 25 | 58.9% | 35.2% | ||
| Q4 24 | -23.5% | 38.9% | ||
| Q3 24 | -4.1% | 31.4% | ||
| Q2 24 | -29.7% | 49.9% | ||
| Q1 24 | -24.5% | 29.0% |
| Q4 25 | 4.8% | 1.2% | ||
| Q3 25 | 6.5% | 0.7% | ||
| Q2 25 | 11.4% | 2.2% | ||
| Q1 25 | 16.1% | 0.7% | ||
| Q4 24 | 8.3% | 2.2% | ||
| Q3 24 | 10.4% | 7.2% | ||
| Q2 24 | 6.5% | 1.6% | ||
| Q1 24 | 8.2% | 1.6% |
| Q4 25 | — | 1.03× | ||
| Q3 25 | -0.30× | 1.44× | ||
| Q2 25 | — | 1.92× | ||
| Q1 25 | — | 1.15× | ||
| Q4 24 | — | 2.33× | ||
| Q3 24 | — | 2.05× | ||
| Q2 24 | — | 2.72× | ||
| Q1 24 | — | 1.18× |
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
BLND
| Mortgage Suite | $18.9M | 58% |
| Consumer Banking Suite | $11.4M | 35% |
| Professional Services | $2.1M | 6% |
ZM
暂无分部数据