vs
别样肉客(BYND)与REGIS CORP(RGS)财务数据对比。点击上方公司名可切换其他公司
别样肉客的季度营收约是REGIS CORP的1.1倍($61.6M vs $57.1M),REGIS CORP同比增速更快(22.3% vs -19.7%),REGIS CORP自由现金流更多($891.0K vs $-49.8M),过去两年REGIS CORP的营收复合增速更高(7.8% vs -9.7%)
Beyond Meat是一家植物基人造肉生产企业,由伊森·布朗于2009年创立,品牌简称Beyond。该公司主打各类替代动物肉的植物肉制品,产品于2012年率先在美国上市推出,目前是全球植物肉领域的知名领军品牌。
瑞吉斯公司是一家美国美发沙龙运营商,总部位于明尼苏达州明尼阿波利斯市。截至2021年8月,该集团旗下拥有5563家加盟沙龙以及276家直营门店,是北美地区规模领先的美发沙龙连锁经营企业。
BYND vs RGS — 直观对比
营收规模更大
BYND
是对方的1.1倍
$57.1M
营收增速更快
RGS
高出41.9%
-19.7%
自由现金流更多
RGS
多$50.7M
$-49.8M
两年增速更快
RGS
近两年复合增速
-9.7%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $61.6M | $57.1M |
| 净利润 | — | $456.0K |
| 毛利率 | -11.5% | — |
| 营业利润率 | -211.4% | 10.8% |
| 净利率 | — | 0.8% |
| 营收同比 | -19.7% | 22.3% |
| 净利润同比 | — | -94.0% |
| 每股收益(稀释后) | $0.68 | $0.16 |
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
BYND
RGS
| Q4 25 | $61.6M | $57.1M | ||
| Q3 25 | $70.2M | $59.0M | ||
| Q2 25 | $75.0M | $60.4M | ||
| Q1 25 | $68.7M | $57.0M | ||
| Q4 24 | $76.7M | $46.7M | ||
| Q3 24 | $81.0M | $46.1M | ||
| Q2 24 | $93.2M | $49.4M | ||
| Q1 24 | $75.6M | $49.2M |
净利润
BYND
RGS
| Q4 25 | — | $456.0K | ||
| Q3 25 | $-110.7M | $1.4M | ||
| Q2 25 | $-29.2M | $116.5M | ||
| Q1 25 | $-52.9M | $250.0K | ||
| Q4 24 | — | $7.6M | ||
| Q3 24 | $-26.6M | $-853.0K | ||
| Q2 24 | $-34.5M | $91.2M | ||
| Q1 24 | $-54.4M | $-2.3M |
毛利率
BYND
RGS
| Q4 25 | -11.5% | — | ||
| Q3 25 | 10.3% | — | ||
| Q2 25 | 11.5% | — | ||
| Q1 25 | -1.5% | — | ||
| Q4 24 | 13.1% | — | ||
| Q3 24 | 17.7% | — | ||
| Q2 24 | 14.7% | — | ||
| Q1 24 | 4.9% | — |
营业利润率
BYND
RGS
| Q4 25 | -211.4% | 10.8% | ||
| Q3 25 | -160.0% | 10.0% | ||
| Q2 25 | -46.6% | 12.1% | ||
| Q1 25 | -81.8% | 8.8% | ||
| Q4 24 | -49.3% | 11.8% | ||
| Q3 24 | -38.2% | 4.6% | ||
| Q2 24 | -36.4% | — | ||
| Q1 24 | -70.7% | 8.3% |
净利率
BYND
RGS
| Q4 25 | — | 0.8% | ||
| Q3 25 | -157.6% | 2.3% | ||
| Q2 25 | -39.0% | 192.9% | ||
| Q1 25 | -77.0% | 0.4% | ||
| Q4 24 | — | 16.4% | ||
| Q3 24 | -32.8% | -1.9% | ||
| Q2 24 | -37.0% | 184.7% | ||
| Q1 24 | -71.9% | -4.7% |
每股收益(稀释后)
BYND
RGS
| Q4 25 | $0.68 | $0.16 | ||
| Q3 25 | $-1.44 | $0.49 | ||
| Q2 25 | $-0.38 | $43.67 | ||
| Q1 25 | $-0.69 | $0.08 | ||
| Q4 24 | $-0.65 | $2.71 | ||
| Q3 24 | $-0.41 | $-0.36 | ||
| Q2 24 | $-0.53 | $38.40 | ||
| Q1 24 | $-0.84 | $-1.00 |
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 | $203.9M | $18.4M |
| 总债务越低越好 | $415.7M | $113.3M |
| 股东权益账面价值 | $-997.0K | $188.7M |
| 总资产 | $614.7M | $588.3M |
| 负债/权益比越低杠杆越低 | — | 0.60× |
8季度趋势,按日历期对齐
现金及短期投资
BYND
RGS
| Q4 25 | $203.9M | $18.4M | ||
| Q3 25 | $117.3M | $16.6M | ||
| Q2 25 | $103.5M | $17.0M | ||
| Q1 25 | $102.1M | $13.3M | ||
| Q4 24 | $131.9M | $10.2M | ||
| Q3 24 | $121.7M | $6.3M | ||
| Q2 24 | $144.9M | $10.1M | ||
| Q1 24 | $157.9M | $5.9M |
总债务
BYND
RGS
| Q4 25 | $415.7M | $113.3M | ||
| Q3 25 | $1.2B | $111.3M | ||
| Q2 25 | $1.2B | $110.8M | ||
| Q1 25 | $1.1B | $112.0M | ||
| Q4 24 | $1.1B | $111.5M | ||
| Q3 24 | $1.1B | $95.2M | ||
| Q2 24 | $1.1B | $99.5M | ||
| Q1 24 | $1.1B | $179.7M |
股东权益
BYND
RGS
| Q4 25 | $-997.0K | $188.7M | ||
| Q3 25 | $-784.1M | $187.6M | ||
| Q2 25 | $-677.0M | $185.6M | ||
| Q1 25 | $-649.5M | $68.6M | ||
| Q4 24 | $-601.2M | $66.7M | ||
| Q3 24 | $-611.9M | $56.4M | ||
| Q2 24 | $-590.0M | $56.8M | ||
| Q1 24 | $-561.4M | $-35.8M |
总资产
BYND
RGS
| Q4 25 | $614.7M | $588.3M | ||
| Q3 25 | $599.7M | $592.1M | ||
| Q2 25 | $691.7M | $599.0M | ||
| Q1 25 | $643.8M | $511.2M | ||
| Q4 24 | $678.1M | $530.1M | ||
| Q3 24 | $692.9M | $508.9M | ||
| Q2 24 | $711.2M | $530.5M | ||
| Q1 24 | $735.0M | $543.7M |
负债/权益比
BYND
RGS
| Q4 25 | — | 0.60× | ||
| Q3 25 | — | 0.59× | ||
| Q2 25 | — | 0.60× | ||
| Q1 25 | — | 1.63× | ||
| Q4 24 | — | 1.67× | ||
| Q3 24 | — | 1.69× | ||
| Q2 24 | — | 1.75× | ||
| 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 | $-46.8M | $1.7M |
| 自由现金流经营现金流 - 资本支出 | $-49.8M | $891.0K |
| 自由现金流率自由现金流/营收 | -80.8% | 1.6% |
| 资本支出强度资本支出/营收 | 4.8% | 1.4% |
| 现金转化率经营现金流/净利润 | — | 3.65× |
| 过去12个月自由现金流最近4个季度 | $-157.2M | $14.9M |
8季度趋势,按日历期对齐
经营现金流
BYND
RGS
| Q4 25 | $-46.8M | $1.7M | ||
| Q3 25 | $-38.8M | $2.3M | ||
| Q2 25 | $-33.2M | $6.8M | ||
| Q1 25 | $-26.1M | $6.2M | ||
| Q4 24 | $-29.0M | $2.1M | ||
| Q3 24 | $-22.0M | $-1.3M | ||
| Q2 24 | $-16.0M | $5.1M | ||
| Q1 24 | $-31.8M | $-277.0K |
自由现金流
BYND
RGS
| Q4 25 | $-49.8M | $891.0K | ||
| Q3 25 | $-41.7M | $1.9M | ||
| Q2 25 | $-35.1M | $6.2M | ||
| Q1 25 | $-30.6M | $5.9M | ||
| Q4 24 | $-35.4M | $1.7M | ||
| Q3 24 | $-24.1M | $-1.4M | ||
| Q2 24 | $-17.3M | $5.1M | ||
| Q1 24 | $-33.0M | $-326.0K |
自由现金流率
BYND
RGS
| Q4 25 | -80.8% | 1.6% | ||
| Q3 25 | -59.4% | 3.2% | ||
| Q2 25 | -46.9% | 10.3% | ||
| Q1 25 | -44.6% | 10.3% | ||
| Q4 24 | -46.2% | 3.6% | ||
| Q3 24 | -29.7% | -3.0% | ||
| Q2 24 | -18.6% | 10.3% | ||
| Q1 24 | -43.7% | -0.7% |
资本支出强度
BYND
RGS
| Q4 25 | 4.8% | 1.4% | ||
| Q3 25 | 4.1% | 0.7% | ||
| Q2 25 | 2.6% | 0.9% | ||
| Q1 25 | 6.5% | 0.6% | ||
| Q4 24 | 8.4% | 0.9% | ||
| Q3 24 | 2.5% | 0.0% | ||
| Q2 24 | 1.4% | 0.0% | ||
| Q1 24 | 1.6% | 0.1% |
现金转化率
BYND
RGS
| Q4 25 | — | 3.65× | ||
| Q3 25 | — | 1.68× | ||
| Q2 25 | — | 0.06× | ||
| Q1 25 | — | 24.80× | ||
| Q4 24 | — | 0.28× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.06× | ||
| 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
BYND
暂无分部数据
RGS
| Franchise Segment | $37.9M | 66% |
| Royalty | $13.6M | 24% |
| Other | $2.8M | 5% |
| Fees | $1.8M | 3% |
| Franchise Fees | $1.0M | 2% |