vs
Beachbody Company, Inc.（BODI）与RMR GROUP INC.（RMR）财务数据对比。点击上方公司名可切换其他公司
RMR GROUP INC.的季度营收约是Beachbody Company, Inc.的1.2倍（$66.7M vs $55.5M），RMR GROUP INC.净利率更高（18.3% vs 9.4%，领先8.9%），RMR GROUP INC.同比增速更快（40.8% vs -35.7%）
比奇博迪公司是总部位于美国加利福尼亚州埃尔塞贡多的上市健康健身企业，主打健身课程方案、营养产品与膳食补剂销售，1998年成立，凭借P90X、Insanity两款知名健身课程在行业内建立了知名度。
RMR集团是总部位于美国的另类资产管理企业，核心业务聚焦不动产及相关投资，覆盖商业地产、住宅物业、基础设施等赛道，服务全球核心市场的机构投资者、高净值人士及零售客户。
BODI vs RMR — 直观对比
营收规模更大
RMR
是对方的1.2倍
$55.5M
营收增速更快
RMR
高出76.5%
-35.7%
净利率更高
RMR
高出8.9%
9.4%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $55.5M | $66.7M |
| 净利润 | $5.2M | $12.2M |
| 毛利率 | 74.5% | — |
| 营业利润率 | 14.7% | 48.1% |
| 净利率 | 9.4% | 18.3% |
| 营收同比 | -35.7% | 40.8% |
| 净利润同比 | 115.1% | 91.1% |
| 每股收益（稀释后） | $0.77 | $0.71 |
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BODIRMR
| Q4 25 | $55.5M | $66.7M | ||
| Q3 25 | $59.9M | — | ||
| Q2 25 | $63.9M | — | ||
| Q1 25 | $72.4M | — | ||
| Q4 24 | $86.4M | — | ||
| Q3 24 | $102.2M | — | ||
| Q2 24 | $110.2M | — | ||
| Q1 24 | $120.0M | — |
净利润BODIRMR
| Q4 25 | $5.2M | $12.2M | ||
| Q3 25 | $3.6M | — | ||
| Q2 25 | $-5.9M | — | ||
| Q1 25 | $-5.7M | — | ||
| Q4 24 | $-34.6M | — | ||
| Q3 24 | $-12.0M | — | ||
| Q2 24 | $-10.9M | — | ||
| Q1 24 | $-14.2M | — |
毛利率BODIRMR
| Q4 25 | 74.5% | — | ||
| Q3 25 | 74.6% | — | ||
| Q2 25 | 72.3% | — | ||
| Q1 25 | 71.2% | — | ||
| Q4 24 | 70.5% | — | ||
| Q3 24 | 67.3% | — | ||
| Q2 24 | 69.3% | — | ||
| Q1 24 | 67.7% | — |
营业利润率BODIRMR
| Q4 25 | 14.7% | 48.1% | ||
| Q3 25 | 8.3% | — | ||
| Q2 25 | -6.2% | — | ||
| Q1 25 | -5.1% | — | ||
| Q4 24 | -38.1% | — | ||
| Q3 24 | -12.7% | — | ||
| Q2 24 | -8.6% | — | ||
| Q1 24 | -9.0% | — |
净利率BODIRMR
| Q4 25 | 9.4% | 18.3% | ||
| Q3 25 | 6.0% | — | ||
| Q2 25 | -9.2% | — | ||
| Q1 25 | -7.9% | — | ||
| Q4 24 | -40.0% | — | ||
| Q3 24 | -11.7% | — | ||
| Q2 24 | -9.9% | — | ||
| Q1 24 | -11.8% | — |
每股收益（稀释后）BODIRMR
| Q4 25 | $0.77 | $0.71 | ||
| Q3 25 | $0.51 | — | ||
| Q2 25 | $-0.85 | — | ||
| Q1 25 | $-0.84 | — | ||
| Q4 24 | $-5.07 | — | ||
| Q3 24 | $-1.75 | — | ||
| Q2 24 | $-1.59 | — | ||
| Q1 24 | $-2.10 | — |
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 | $39.0M | $49.3M |
| 总债务越低越好 | $25.0M | — |
| 股东权益账面价值 | $31.3M | $232.7M |
| 总资产 | $147.0M | $687.1M |
| 负债/权益比越低杠杆越低 | 0.80× | — |
8季度趋势，按日历期对齐
现金及短期投资BODIRMR
| Q4 25 | $39.0M | $49.3M | ||
| Q3 25 | $33.9M | — | ||
| Q2 25 | $25.6M | — | ||
| Q1 25 | $18.1M | — | ||
| Q4 24 | $20.2M | — | ||
| Q3 24 | $32.3M | — | ||
| Q2 24 | $32.3M | — | ||
| Q1 24 | $38.9M | — |
总债务BODIRMR
| Q4 25 | $25.0M | — | ||
| Q3 25 | $25.0M | — | ||
| Q2 25 | $25.0M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $21.6M | — | ||
| Q3 24 | $25.2M | — | ||
| Q2 24 | $24.5M | — | ||
| Q1 24 | $28.3M | — |
股东权益BODIRMR
| Q4 25 | $31.3M | $232.7M | ||
| Q3 25 | $24.7M | — | ||
| Q2 25 | $20.2M | — | ||
| Q1 25 | $24.0M | — | ||
| Q4 24 | $28.2M | — | ||
| Q3 24 | $58.4M | — | ||
| Q2 24 | $66.8M | — | ||
| Q1 24 | $72.7M | — |
总资产BODIRMR
| Q4 25 | $147.0M | $687.1M | ||
| Q3 25 | $146.4M | — | ||
| Q2 25 | $145.9M | — | ||
| Q1 25 | $152.5M | — | ||
| Q4 24 | $174.6M | — | ||
| Q3 24 | $225.5M | — | ||
| Q2 24 | $245.0M | — | ||
| Q1 24 | $263.0M | — |
负债/权益比BODIRMR
| Q4 25 | 0.80× | — | ||
| Q3 25 | 1.01× | — | ||
| Q2 25 | 1.24× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.77× | — | ||
| Q3 24 | 0.43× | — | ||
| Q2 24 | 0.37× | — | ||
| Q1 24 | 0.39× | — |
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 | $5.0M | $10.7M |
| 自由现金流经营现金流 - 资本支出 | $4.3M | — |
| 自由现金流率自由现金流/营收 | 7.7% | — |
| 资本支出强度资本支出/营收 | 1.3% | — |
| 现金转化率经营现金流/净利润 | 0.95× | 0.88× |
| 过去12个月自由现金流最近4个季度 | $17.4M | — |
8季度趋势，按日历期对齐
经营现金流BODIRMR
| Q4 25 | $5.0M | $10.7M | ||
| Q3 25 | $10.2M | — | ||
| Q2 25 | $4.2M | — | ||
| Q1 25 | $2.3M | — | ||
| Q4 24 | $-6.7M | — | ||
| Q3 24 | $1.1M | — | ||
| Q2 24 | $-925.0K | — | ||
| Q1 24 | $9.1M | — |
自由现金流BODIRMR
| Q4 25 | $4.3M | — | ||
| Q3 25 | $9.0M | — | ||
| Q2 25 | $2.4M | — | ||
| Q1 25 | $1.6M | — | ||
| Q4 24 | $-7.3M | — | ||
| Q3 24 | $53.0K | — | ||
| Q2 24 | $-2.2M | — | ||
| Q1 24 | $7.4M | — |
自由现金流率BODIRMR
| Q4 25 | 7.7% | — | ||
| Q3 25 | 15.0% | — | ||
| Q2 25 | 3.8% | — | ||
| Q1 25 | 2.3% | — | ||
| Q4 24 | -8.4% | — | ||
| Q3 24 | 0.1% | — | ||
| Q2 24 | -2.0% | — | ||
| Q1 24 | 6.2% | — |
资本支出强度BODIRMR
| Q4 25 | 1.3% | — | ||
| Q3 25 | 2.0% | — | ||
| Q2 25 | 2.8% | — | ||
| Q1 25 | 1.0% | — | ||
| Q4 24 | 0.7% | — | ||
| Q3 24 | 1.0% | — | ||
| Q2 24 | 1.1% | — | ||
| Q1 24 | 1.4% | — |
现金转化率BODIRMR
| Q4 25 | 0.95× | 0.88× | ||
| Q3 25 | 2.85× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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
BODI
| Digital | $34.3M | 62% |
| Nutrition And Other | $21.2M | 38% |
RMR
| Management Service Incentive | $23.6M | 35% |
| Industrial Logistics Properties Trust | $15.1M | 23% |
| Managed Private Real Estate Capital | $11.1M | 17% |
| Office Properties Income Trust | $5.6M | 8% |
| Other Private Entities | $5.3M | 8% |
| RMR Residential | $3.4M | 5% |
| Sonesta International Hotels Corporation | $2.1M | 3% |
| Investment Advisory Management And Administrative Service | $1.2M | 2% |
