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Bumble Inc.（BMBL）与Rocket Lab Corp（RKLB）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Rocket Lab Corp的1.2倍（$224.2M vs $179.7M），Rocket Lab Corp净利率更高（-29.5% vs -218.7%，领先189.2%），Rocket Lab Corp同比增速更快（35.7% vs -14.3%），过去两年Rocket Lab Corp的营收复合增速更高（39.2% vs -8.5%）
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。
Rocket Lab是公开上市的航空航天制造商及发射服务提供商，旗下Electron轨道火箭主打小型卫星发射，截至2026年1月已成功完成超75次任务，是全球现役发射次数最多的小型运载火箭。公司还开发了Electron的亚轨道改型HASTE用作高超音速技术测试平台，下一代可复用中型运载火箭Neutron目前也在研发中。
BMBL vs RKLB — 直观对比
营收规模更大
BMBL
是对方的1.2倍
$179.7M
营收增速更快
RKLB
高出50.0%
-14.3%
净利率更高
RKLB
高出189.2%
-218.7%
两年增速更快
RKLB
近两年复合增速
-8.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $224.2M | $179.7M |
| 净利润 | $-490.2M | $-52.9M |
| 毛利率 | 71.2% | 38.0% |
| 营业利润率 | -256.8% | -28.4% |
| 净利率 | -218.7% | -29.5% |
| 营收同比 | -14.3% | 35.7% |
| 净利润同比 | -11829.5% | -1.1% |
| 每股收益（稀释后） | $-3.96 | $-0.09 |
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BMBLRKLB
| Q4 25 | $224.2M | $179.7M | ||
| Q3 25 | $246.2M | $155.1M | ||
| Q2 25 | $248.2M | $144.5M | ||
| Q1 25 | $247.1M | $122.6M | ||
| Q4 24 | $261.6M | $132.4M | ||
| Q3 24 | $273.6M | $104.8M | ||
| Q2 24 | $268.6M | $106.3M | ||
| Q1 24 | $267.8M | $92.8M |
净利润BMBLRKLB
| Q4 25 | $-490.2M | $-52.9M | ||
| Q3 25 | $37.3M | $-18.3M | ||
| Q2 25 | $-253.7M | $-66.4M | ||
| Q1 25 | $13.4M | $-60.6M | ||
| Q4 24 | $4.2M | $-52.3M | ||
| Q3 24 | $-613.2M | $-51.9M | ||
| Q2 24 | $27.4M | $-41.6M | ||
| Q1 24 | $24.6M | $-44.3M |
毛利率BMBLRKLB
| Q4 25 | 71.2% | 38.0% | ||
| Q3 25 | 71.9% | 37.0% | ||
| Q2 25 | 70.1% | 32.1% | ||
| Q1 25 | 70.3% | 28.8% | ||
| Q4 24 | — | 27.8% | ||
| Q3 24 | — | 26.7% | ||
| Q2 24 | — | 25.6% | ||
| Q1 24 | 99.1% | 26.1% |
营业利润率BMBLRKLB
| Q4 25 | -256.8% | -28.4% | ||
| Q3 25 | 25.9% | -38.0% | ||
| Q2 25 | -136.3% | -41.3% | ||
| Q1 25 | 18.1% | -48.3% | ||
| Q4 24 | 14.1% | -38.9% | ||
| Q3 24 | -306.3% | -49.5% | ||
| Q2 24 | 19.3% | -40.7% | ||
| Q1 24 | 18.2% | -46.4% |
净利率BMBLRKLB
| Q4 25 | -218.7% | -29.5% | ||
| Q3 25 | 15.2% | -11.8% | ||
| Q2 25 | -102.2% | -46.0% | ||
| Q1 25 | 5.4% | -49.5% | ||
| Q4 24 | 1.6% | -39.5% | ||
| Q3 24 | -224.1% | -49.6% | ||
| Q2 24 | 10.2% | -39.2% | ||
| Q1 24 | 9.2% | -47.7% |
每股收益（稀释后）BMBLRKLB
| Q4 25 | $-3.96 | $-0.09 | ||
| Q3 25 | $0.33 | $-0.03 | ||
| Q2 25 | $-2.45 | $-0.13 | ||
| Q1 25 | $0.13 | $-0.12 | ||
| Q4 24 | $0.09 | $-0.11 | ||
| Q3 24 | $-5.11 | $-0.10 | ||
| Q2 24 | $0.22 | $-0.08 | ||
| Q1 24 | $0.19 | $-0.09 |
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 | $1.0B |
| 总债务越低越好 | $590.6M | $152.4M |
| 股东权益账面价值 | $570.0M | $1.7B |
| 总资产 | $1.4B | $2.3B |
| 负债/权益比越低杠杆越低 | 1.04× | 0.09× |
8季度趋势，按日历期对齐
现金及短期投资BMBLRKLB
| Q4 25 | $175.8M | $1.0B | ||
| Q3 25 | $307.9M | $976.7M | ||
| Q2 25 | $261.7M | $688.1M | ||
| Q1 25 | $202.2M | $428.4M | ||
| Q4 24 | $204.3M | $419.0M | ||
| Q3 24 | $252.1M | $442.4M | ||
| Q2 24 | $286.7M | $496.8M | ||
| Q1 24 | $262.7M | $492.5M |
总债务BMBLRKLB
| Q4 25 | $590.6M | $152.4M | ||
| Q3 25 | — | $347.0M | ||
| Q2 25 | — | $346.5M | ||
| Q1 25 | — | $345.9M | ||
| Q4 24 | $621.3M | $345.4M | ||
| Q3 24 | — | $61.2M | ||
| Q2 24 | — | $64.2M | ||
| Q1 24 | — | $66.8M |
股东权益BMBLRKLB
| Q4 25 | $570.0M | $1.7B | ||
| Q3 25 | $675.5M | $1.3B | ||
| Q2 25 | $577.6M | $688.5M | ||
| Q1 25 | $814.5M | $431.3M | ||
| Q4 24 | $824.5M | $382.5M | ||
| Q3 24 | $852.6M | $419.8M | ||
| Q2 24 | $1.7B | $455.2M | ||
| Q1 24 | $1.6B | $478.9M |
总资产BMBLRKLB
| Q4 25 | $1.4B | $2.3B | ||
| Q3 25 | $2.2B | $2.2B | ||
| Q2 25 | $2.2B | $1.6B | ||
| Q1 25 | $2.5B | $1.3B | ||
| Q4 24 | $2.5B | $1.2B | ||
| Q3 24 | $2.6B | $1.2B | ||
| Q2 24 | $3.5B | $1.2B | ||
| Q1 24 | $3.5B | $1.2B |
负债/权益比BMBLRKLB
| Q4 25 | 1.04× | 0.09× | ||
| Q3 25 | — | 0.27× | ||
| Q2 25 | — | 0.50× | ||
| Q1 25 | — | 0.80× | ||
| Q4 24 | 0.75× | 0.90× | ||
| Q3 24 | — | 0.15× | ||
| Q2 24 | — | 0.14× | ||
| Q1 24 | — | 0.14× |
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 | $-64.5M |
| 自由现金流经营现金流 - 资本支出 | — | $-114.2M |
| 自由现金流率自由现金流/营收 | — | -63.6% |
| 资本支出强度资本支出/营收 | — | 27.6% |
| 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 | — | $-321.8M |
8季度趋势，按日历期对齐
经营现金流BMBLRKLB
| Q4 25 | $59.1M | $-64.5M | ||
| Q3 25 | $76.8M | $-23.5M | ||
| Q2 25 | $71.2M | $-23.2M | ||
| Q1 25 | $43.2M | $-54.2M | ||
| Q4 24 | $-5.4M | $-2.4M | ||
| Q3 24 | $93.5M | $-30.9M | ||
| Q2 24 | $32.9M | $-13.0M | ||
| Q1 24 | $2.4M | $-2.6M |
自由现金流BMBLRKLB
| Q4 25 | — | $-114.2M | ||
| Q3 25 | — | $-69.4M | ||
| Q2 25 | — | $-55.3M | ||
| Q1 25 | — | $-82.9M | ||
| Q4 24 | — | $-23.9M | ||
| Q3 24 | — | $-41.9M | ||
| Q2 24 | — | $-28.3M | ||
| Q1 24 | — | $-21.8M |
自由现金流率BMBLRKLB
| Q4 25 | — | -63.6% | ||
| Q3 25 | — | -44.8% | ||
| Q2 25 | — | -38.3% | ||
| Q1 25 | — | -67.6% | ||
| Q4 24 | — | -18.1% | ||
| Q3 24 | — | -40.0% | ||
| Q2 24 | — | -26.7% | ||
| Q1 24 | — | -23.5% |
资本支出强度BMBLRKLB
| Q4 25 | — | 27.6% | ||
| Q3 25 | — | 29.6% | ||
| Q2 25 | — | 22.2% | ||
| Q1 25 | — | 23.4% | ||
| Q4 24 | — | 16.3% | ||
| Q3 24 | — | 10.5% | ||
| Q2 24 | — | 14.4% | ||
| Q1 24 | — | 20.7% |
现金转化率BMBLRKLB
| Q4 25 | — | — | ||
| Q3 25 | 2.06× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 3.22× | — | ||
| Q4 24 | -1.29× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 1.20× | — | ||
| Q1 24 | 0.10× | — |
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% |
RKLB
| Products | $94.0M | 52% |
| Transferred Over Time | $87.3M | 49% |
