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BuzzFeed, Inc.（BZFD）与TELOS CORP（TLS）财务数据对比。点击上方公司名可切换其他公司
TELOS CORP的季度营收约是BuzzFeed, Inc.的1.5倍（$46.8M vs $31.6M），TELOS CORP净利率更高（-34.9% vs -48.0%，领先13.1%），TELOS CORP同比增速更快（77.4% vs -12.4%），过去两年TELOS CORP的营收复合增速更高（25.7% vs -12.4%）
BuzzFeed Inc.是总部位于美国纽约的互联网数字媒体公司，主营新闻与娱乐内容业务，由乔纳·佩雷蒂与约翰·约翰逊三世于2006年创立，最初以追踪 viral 热门传播内容为核心方向，原赫芬顿邮报联合创始人肯尼思·勒勒作为联合创始投资人，现担任公司执行董事长。
泰洛斯公司（Telos Corporation）是一家信息技术与网络安全企业，总部位于美国弗吉尼亚州阿什本。公司主要服务对象为政府与企业客户，业务合同大部分来自美国国防部，核心客户涵盖美国军方、情报机构、民政部门以及北约盟友机构。
BZFD vs TLS — 直观对比
营收规模更大
TLS
是对方的1.5倍
$31.6M
营收增速更快
TLS
高出89.7%
-12.4%
净利率更高
TLS
高出13.1%
-48.0%
两年增速更快
TLS
近两年复合增速
-12.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $31.6M | $46.8M |
| 净利润 | $-15.1M | $-16.3M |
| 毛利率 | — | 35.0% |
| 营业利润率 | -42.7% | -39.6% |
| 净利率 | -48.0% | -34.9% |
| 营收同比 | -12.4% | 77.4% |
| 净利润同比 | -21.5% | -74.8% |
| 每股收益（稀释后） | — | $-0.22 |
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BZFDTLS
| Q1 26 | $31.6M | — | ||
| Q4 25 | $56.5M | $46.8M | ||
| Q3 25 | $46.3M | $51.4M | ||
| Q2 25 | $46.4M | $36.0M | ||
| Q1 25 | $36.0M | $30.6M | ||
| Q4 24 | $56.2M | $26.4M | ||
| Q3 24 | $55.6M | $23.8M | ||
| Q2 24 | $41.1M | $28.5M |
净利润BZFDTLS
| Q1 26 | $-15.1M | — | ||
| Q4 25 | $-26.8M | $-16.3M | ||
| Q3 25 | $-7.4M | $-2.1M | ||
| Q2 25 | $-10.8M | $-9.5M | ||
| Q1 25 | $-12.7M | $-8.6M | ||
| Q4 24 | $31.0M | $-9.3M | ||
| Q3 24 | $2.1M | $-28.1M | ||
| Q2 24 | $-7.5M | $-7.8M |
毛利率BZFDTLS
| Q1 26 | — | — | ||
| Q4 25 | — | 35.0% | ||
| Q3 25 | — | 39.9% | ||
| Q2 25 | — | 33.2% | ||
| Q1 25 | — | 39.8% | ||
| Q4 24 | — | 40.3% | ||
| Q3 24 | — | 13.2% | ||
| Q2 24 | — | 34.1% |
营业利润率BZFDTLS
| Q1 26 | -42.7% | — | ||
| Q4 25 | -43.7% | -39.6% | ||
| Q3 25 | -12.9% | -4.8% | ||
| Q2 25 | -7.5% | -27.5% | ||
| Q1 25 | -38.1% | -29.5% | ||
| Q4 24 | 7.0% | -37.6% | ||
| Q3 24 | 2.8% | -121.4% | ||
| Q2 24 | -13.6% | -30.3% |
净利率BZFDTLS
| Q1 26 | -48.0% | — | ||
| Q4 25 | -47.4% | -34.9% | ||
| Q3 25 | -16.1% | -4.1% | ||
| Q2 25 | -23.3% | -26.5% | ||
| Q1 25 | -35.2% | -28.1% | ||
| Q4 24 | 55.2% | -35.4% | ||
| Q3 24 | 3.8% | -118.0% | ||
| Q2 24 | -18.2% | -27.2% |
每股收益（稀释后）BZFDTLS
| Q1 26 | — | — | ||
| Q4 25 | $-0.72 | $-0.22 | ||
| Q3 25 | $-0.20 | $-0.03 | ||
| Q2 25 | $-0.28 | $-0.13 | ||
| Q1 25 | $-0.33 | $-0.12 | ||
| Q4 24 | $0.86 | $-0.13 | ||
| Q3 24 | $0.05 | $-0.39 | ||
| Q2 24 | $-0.20 | $-0.11 |
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 | $6.8M | $53.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $36.8M | $96.0M |
| 总资产 | $169.1M | $139.9M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资BZFDTLS
| Q1 26 | $6.8M | — | ||
| Q4 25 | $8.5M | $53.2M | ||
| Q3 25 | $34.3M | $59.0M | ||
| Q2 25 | $29.7M | $57.0M | ||
| Q1 25 | $34.3M | $57.8M | ||
| Q4 24 | $22.4M | $54.6M | ||
| Q3 24 | $53.7M | $69.8M | ||
| Q2 24 | $45.5M | $80.1M |
股东权益BZFDTLS
| Q1 26 | $36.8M | — | ||
| Q4 25 | $49.4M | $96.0M | ||
| Q3 25 | $75.9M | $119.7M | ||
| Q2 25 | $81.1M | $118.4M | ||
| Q1 25 | $93.8M | $126.1M | ||
| Q4 24 | $104.8M | $127.1M | ||
| Q3 24 | $71.7M | $129.5M | ||
| Q2 24 | $67.2M | $149.1M |
总资产BZFDTLS
| Q1 26 | $169.1M | — | ||
| Q4 25 | $188.1M | $139.9M | ||
| Q3 25 | $211.2M | $164.3M | ||
| Q2 25 | $210.4M | $165.0M | ||
| Q1 25 | $203.2M | $158.1M | ||
| Q4 24 | $221.4M | $158.2M | ||
| Q3 24 | $276.5M | $166.3M | ||
| Q2 24 | $272.9M | $182.4M |
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 | — | $8.0M |
| 自由现金流经营现金流 - 资本支出 | — | $8.0M |
| 自由现金流率自由现金流/营收 | — | 17.0% |
| 资本支出强度资本支出/营收 | 0.8% | 0.1% |
| 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 | — | $29.4M |
8季度趋势，按日历期对齐
经营现金流BZFDTLS
| Q1 26 | — | — | ||
| Q4 25 | $-11.7M | $8.0M | ||
| Q3 25 | $1.7M | $9.1M | ||
| Q2 25 | $-10.1M | $7.0M | ||
| Q1 25 | $1.3M | $6.1M | ||
| Q4 24 | $-4.6M | $-10.5M | ||
| Q3 24 | $9.6M | $-7.1M | ||
| Q2 24 | $-12.4M | $-8.0M |
自由现金流BZFDTLS
| Q1 26 | — | — | ||
| Q4 25 | $-12.0M | $8.0M | ||
| Q3 25 | $892.0K | $8.7M | ||
| Q2 25 | $-10.5M | $6.8M | ||
| Q1 25 | $956.0K | $6.0M | ||
| Q4 24 | $-4.7M | $-12.4M | ||
| Q3 24 | $9.3M | $-7.1M | ||
| Q2 24 | $-12.5M | $-8.2M |
自由现金流率BZFDTLS
| Q1 26 | — | — | ||
| Q4 25 | -21.2% | 17.0% | ||
| Q3 25 | 1.9% | 16.9% | ||
| Q2 25 | -22.7% | 19.0% | ||
| Q1 25 | 2.7% | 19.5% | ||
| Q4 24 | -8.4% | -47.0% | ||
| Q3 24 | 16.7% | -30.0% | ||
| Q2 24 | -30.5% | -28.9% |
资本支出强度BZFDTLS
| Q1 26 | 0.8% | — | ||
| Q4 25 | 0.5% | 0.1% | ||
| Q3 25 | 1.8% | 0.9% | ||
| Q2 25 | 1.0% | 0.4% | ||
| Q1 25 | 1.1% | 0.4% | ||
| Q4 24 | 0.3% | 7.1% | ||
| Q3 24 | 0.5% | 0.2% | ||
| Q2 24 | 0.3% | 0.8% |
现金转化率BZFDTLS
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | -0.15× | — | ||
| Q3 24 | 4.59× | — | ||
| Q2 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
BZFD
| Advertising | $17.1M | 54% |
| Other | $7.5M | 24% |
| Commerce and other | $6.9M | 22% |
TLS
| Security Solutions Segment | $44.8M | 96% |
| Secure Networks Segment | $1.9M | 4% |
