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Bumble Inc.（BMBL）与RESOURCES CONNECTION, INC.（RGP）财务数据对比。点击上方公司名可切换其他公司
Bumble Inc.的季度营收约是RESOURCES CONNECTION, INC.的1.9倍（$224.2M vs $117.7M），RESOURCES CONNECTION, INC.净利率更高（-10.8% vs -218.7%，领先207.9%），Bumble Inc.同比增速更快（-14.3% vs -19.2%），过去两年Bumble Inc.的营收复合增速更高（-8.5% vs -11.8%）
Bumble是一款主打在线交友与社交的移动应用，由惠特尼·沃尔夫·赫德创立，于2014年12月正式推出，目前由Bumble Inc.运营，该集团同时拥有知名交友平台Badoo。
RGP原名 Resources Global Professionals，是 Resources Connection, Inc. 的核心运营主体，面向全球客户提供多领域专业咨询服务，覆盖财务会计、信息管理、治理风险合规、人力资本、法务监管、企业咨询与重组、战略传播以及供应链管理等板块。
BMBL vs RGP — 直观对比
营收规模更大
BMBL
是对方的1.9倍
$117.7M
营收增速更快
BMBL
高出4.8%
-19.2%
净利率更高
RGP
高出207.9%
-218.7%
两年增速更快
BMBL
近两年复合增速
-11.8%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $224.2M | $117.7M |
| 净利润 | $-490.2M | $-12.7M |
| 毛利率 | 71.2% | 37.1% |
| 营业利润率 | -256.8% | -10.3% |
| 净利率 | -218.7% | -10.8% |
| 营收同比 | -14.3% | -19.2% |
| 净利润同比 | -11829.5% | 81.6% |
| 每股收益（稀释后） | $-3.96 | $-0.38 |
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BMBLRGP
| Q4 25 | $224.2M | $117.7M | ||
| Q3 25 | $246.2M | $120.2M | ||
| Q2 25 | $248.2M | $139.3M | ||
| Q1 25 | $247.1M | $129.4M | ||
| Q4 24 | $261.6M | $145.6M | ||
| Q3 24 | $273.6M | $136.9M | ||
| Q2 24 | $268.6M | $148.2M | ||
| Q1 24 | $267.8M | $151.3M |
净利润BMBLRGP
| Q4 25 | $-490.2M | $-12.7M | ||
| Q3 25 | $37.3M | $-2.4M | ||
| Q2 25 | $-253.7M | $-73.3M | ||
| Q1 25 | $13.4M | $-44.1M | ||
| Q4 24 | $4.2M | $-68.7M | ||
| Q3 24 | $-613.2M | $-5.7M | ||
| Q2 24 | $27.4M | $10.5M | ||
| Q1 24 | $24.6M | $2.5M |
毛利率BMBLRGP
| Q4 25 | 71.2% | 37.1% | ||
| Q3 25 | 71.9% | 39.5% | ||
| Q2 25 | 70.1% | 40.2% | ||
| Q1 25 | 70.3% | 35.1% | ||
| Q4 24 | — | 38.5% | ||
| Q3 24 | — | 36.5% | ||
| Q2 24 | — | 40.2% | ||
| Q1 24 | 99.1% | 37.0% |
营业利润率BMBLRGP
| Q4 25 | -256.8% | -10.3% | ||
| Q3 25 | 25.9% | -1.7% | ||
| Q2 25 | -136.3% | -47.0% | ||
| Q1 25 | 18.1% | -38.4% | ||
| Q4 24 | 14.1% | -52.7% | ||
| Q3 24 | -306.3% | -3.5% | ||
| Q2 24 | 19.3% | 7.6% | ||
| Q1 24 | 18.2% | 2.8% |
净利率BMBLRGP
| Q4 25 | -218.7% | -10.8% | ||
| Q3 25 | 15.2% | -2.0% | ||
| Q2 25 | -102.2% | -52.6% | ||
| Q1 25 | 5.4% | -34.0% | ||
| Q4 24 | 1.6% | -47.2% | ||
| Q3 24 | -224.1% | -4.2% | ||
| Q2 24 | 10.2% | 7.1% | ||
| Q1 24 | 9.2% | 1.7% |
每股收益（稀释后）BMBLRGP
| Q4 25 | $-3.96 | $-0.38 | ||
| Q3 25 | $0.33 | $-0.07 | ||
| Q2 25 | $-2.45 | $-2.21 | ||
| Q1 25 | $0.13 | $-1.34 | ||
| Q4 24 | $0.09 | $-2.08 | ||
| Q3 24 | $-5.11 | $-0.17 | ||
| Q2 24 | $0.22 | $0.31 | ||
| Q1 24 | $0.19 | $0.08 |
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 | $175.8M | $89.8M |
| 总债务越低越好 | $590.6M | — |
| 股东权益账面价值 | $570.0M | $194.6M |
| 总资产 | $1.4B | $289.3M |
| 负债/权益比越低杠杆越低 | 1.04× | — |
8季度趋势，按日历期对齐
现金及短期投资BMBLRGP
| Q4 25 | $175.8M | $89.8M | ||
| Q3 25 | $307.9M | $77.5M | ||
| Q2 25 | $261.7M | $86.1M | ||
| Q1 25 | $202.2M | $72.5M | ||
| Q4 24 | $204.3M | $78.2M | ||
| Q3 24 | $252.1M | $89.6M | ||
| Q2 24 | $286.7M | $108.9M | ||
| Q1 24 | $262.7M | $113.8M |
总债务BMBLRGP
| Q4 25 | $590.6M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $621.3M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益BMBLRGP
| Q4 25 | $570.0M | $194.6M | ||
| Q3 25 | $675.5M | $206.4M | ||
| Q2 25 | $577.6M | $207.1M | ||
| Q1 25 | $814.5M | $277.8M | ||
| Q4 24 | $824.5M | $325.7M | ||
| Q3 24 | $852.6M | $407.2M | ||
| Q2 24 | $1.7B | $418.8M | ||
| Q1 24 | $1.6B | $414.9M |
总资产BMBLRGP
| Q4 25 | $1.4B | $289.3M | ||
| Q3 25 | $2.2B | $287.2M | ||
| Q2 25 | $2.2B | $304.7M | ||
| Q1 25 | $2.5B | $375.6M | ||
| Q4 24 | $2.5B | $424.9M | ||
| Q3 24 | $2.6B | $512.9M | ||
| Q2 24 | $3.5B | $510.9M | ||
| Q1 24 | $3.5B | $523.2M |
负债/权益比BMBLRGP
| Q4 25 | 1.04× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.75× | — | ||
| 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 | $59.1M | $15.9M |
| 自由现金流经营现金流 - 资本支出 | — | $15.6M |
| 自由现金流率自由现金流/营收 | — | 13.2% |
| 资本支出强度资本支出/营收 | — | 0.3% |
| 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 | — | $24.3M |
8季度趋势，按日历期对齐
经营现金流BMBLRGP
| Q4 25 | $59.1M | $15.9M | ||
| Q3 25 | $76.8M | $-7.8M | ||
| Q2 25 | $71.2M | $16.8M | ||
| Q1 25 | $43.2M | $659.0K | ||
| Q4 24 | $-5.4M | $1.8M | ||
| Q3 24 | $93.5M | $-309.0K | ||
| Q2 24 | $32.9M | $3.2M | ||
| Q1 24 | $2.4M | $20.5M |
自由现金流BMBLRGP
| Q4 25 | — | $15.6M | ||
| Q3 25 | — | $-8.0M | ||
| Q2 25 | — | $16.5M | ||
| Q1 25 | — | $238.0K | ||
| Q4 24 | — | $61.0K | ||
| Q3 24 | — | $-575.0K | ||
| Q2 24 | — | $3.0M | ||
| Q1 24 | — | $20.4M |
自由现金流率BMBLRGP
| Q4 25 | — | 13.2% | ||
| Q3 25 | — | -6.6% | ||
| Q2 25 | — | 11.8% | ||
| Q1 25 | — | 0.2% | ||
| Q4 24 | — | 0.0% | ||
| Q3 24 | — | -0.4% | ||
| Q2 24 | — | 2.1% | ||
| Q1 24 | — | 13.5% |
资本支出强度BMBLRGP
| Q4 25 | — | 0.3% | ||
| Q3 25 | — | 0.1% | ||
| Q2 25 | — | 0.2% | ||
| Q1 25 | — | 0.3% | ||
| Q4 24 | — | 1.2% | ||
| Q3 24 | — | 0.2% | ||
| Q2 24 | — | 0.1% | ||
| Q1 24 | — | 0.1% |
现金转化率BMBLRGP
| Q4 25 | — | — | ||
| Q3 25 | 2.06× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 3.22× | — | ||
| Q4 24 | -1.29× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 1.20× | 0.30× | ||
| Q1 24 | 0.10× | 8.04× |
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
BMBL
| Bumble App | $181.0M | 81% |
| Badoo App And Other | $43.2M | 19% |
RGP
| US | $93.7M | 80% |
| Non Us | $24.0M | 20% |
