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Traeger, Inc.（COOK）与Eventbrite, Inc.（EB）财务数据对比。点击上方公司名可切换其他公司
Traeger, Inc.的季度营收约是Eventbrite, Inc.的2.0倍（$145.4M vs $73.5M），Eventbrite, Inc.净利率更高（-11.1% vs -11.8%，领先0.7%），Eventbrite, Inc.同比增速更快（-3.9% vs -13.8%），Traeger, Inc.自由现金流更多（$14.2M vs $-60.9M），过去两年Traeger, Inc.的营收复合增速更高（0.2% vs -7.7%）
Traeger, Inc.是一家专注于户外烹饪设备研发生产的企业，主营高端木颗粒烤炉、配套配件及专用木颗粒燃料，主要面向北美、欧洲、澳洲市场，通过零售渠道和直营模式服务家庭及商用餐饮客户。
Eventbrite是源自美国的线下活动服务平台，为用户提供活动浏览、创建与推广服务，支持主办方免费在平台发布不限规模、不限数量的各类活动，是全球范围内活跃度较高的活动交易与推广平台。
COOK vs EB — 直观对比
营收规模更大
COOK
是对方的2.0倍
$73.5M
营收增速更快
EB
高出9.9%
-13.8%
净利率更高
EB
高出0.7%
-11.8%
自由现金流更多
COOK
多$75.0M
$-60.9M
两年增速更快
COOK
近两年复合增速
-7.7%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $145.4M | $73.5M |
| 净利润 | $-17.2M | $-8.2M |
| 毛利率 | 37.4% | 68.1% |
| 营业利润率 | -8.0% | -12.4% |
| 净利率 | -11.8% | -11.1% |
| 营收同比 | -13.8% | -3.9% |
| 净利润同比 | -147.2% | 2.5% |
| 每股收益（稀释后） | $-0.13 | $-0.08 |
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COOKEB
| Q4 25 | $145.4M | $73.5M | ||
| Q3 25 | $125.4M | $71.7M | ||
| Q2 25 | $145.5M | $72.8M | ||
| Q1 25 | $143.3M | $73.8M | ||
| Q4 24 | $168.6M | $76.5M | ||
| Q3 24 | $122.0M | $77.8M | ||
| Q2 24 | $168.5M | $84.6M | ||
| Q1 24 | $144.9M | $86.3M |
净利润COOKEB
| Q4 25 | $-17.2M | $-8.2M | ||
| Q3 25 | $-89.8M | $6.4M | ||
| Q2 25 | $-7.4M | $-2.1M | ||
| Q1 25 | $-778.0K | $-6.6M | ||
| Q4 24 | $-7.0M | $-8.4M | ||
| Q3 24 | $-19.8M | $-3.8M | ||
| Q2 24 | $-2.6M | $1.1M | ||
| Q1 24 | $-4.7M | $-4.5M |
毛利率COOKEB
| Q4 25 | 37.4% | 68.1% | ||
| Q3 25 | 38.7% | 67.9% | ||
| Q2 25 | 39.2% | 67.5% | ||
| Q1 25 | 41.5% | 66.9% | ||
| Q4 24 | 40.9% | 68.2% | ||
| Q3 24 | 42.3% | 68.5% | ||
| Q2 24 | 42.9% | 70.9% | ||
| Q1 24 | 43.2% | 71.0% |
营业利润率COOKEB
| Q4 25 | -8.0% | -12.4% | ||
| Q3 25 | -66.5% | -1.3% | ||
| Q2 25 | -4.2% | -8.7% | ||
| Q1 25 | 2.4% | -13.2% | ||
| Q4 24 | -0.1% | -10.2% | ||
| Q3 24 | -6.1% | -11.5% | ||
| Q2 24 | 2.8% | -7.6% | ||
| Q1 24 | -0.1% | -8.8% |
净利率COOKEB
| Q4 25 | -11.8% | -11.1% | ||
| Q3 25 | -71.6% | 8.9% | ||
| Q2 25 | -5.1% | -2.9% | ||
| Q1 25 | -0.5% | -9.0% | ||
| Q4 24 | -4.1% | -11.0% | ||
| Q3 24 | -16.2% | -4.8% | ||
| Q2 24 | -1.5% | 1.3% | ||
| Q1 24 | -3.2% | -5.2% |
每股收益（稀释后）COOKEB
| Q4 25 | $-0.13 | $-0.08 | ||
| Q3 25 | $-0.67 | $0.06 | ||
| Q2 25 | $-0.06 | $-0.02 | ||
| Q1 25 | $-0.01 | $-0.07 | ||
| Q4 24 | $-0.06 | $-0.09 | ||
| Q3 24 | $-0.15 | $-0.04 | ||
| Q2 24 | $-0.02 | $0.01 | ||
| Q1 24 | $-0.04 | $-0.05 |
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 | $19.6M | $299.9M |
| 总债务越低越好 | $403.3M | $144.4M |
| 股东权益账面价值 | $170.8M | $179.1M |
| 总资产 | $676.0M | $647.2M |
| 负债/权益比越低杠杆越低 | 2.36× | 0.81× |
8季度趋势，按日历期对齐
现金及短期投资COOKEB
| Q4 25 | $19.6M | $299.9M | ||
| Q3 25 | $5.9M | — | ||
| Q2 25 | $10.3M | — | ||
| Q1 25 | $12.0M | — | ||
| Q4 24 | $15.0M | $441.5M | ||
| Q3 24 | $16.9M | $24.7M | ||
| Q2 24 | $18.0M | $56.7M | ||
| Q1 24 | $23.6M | $113.7M |
总债务COOKEB
| Q4 25 | $403.3M | $144.4M | ||
| Q3 25 | — | $174.9M | ||
| Q2 25 | — | $241.3M | ||
| Q1 25 | — | $241.0M | ||
| Q4 24 | $403.6M | $240.7M | ||
| Q3 24 | — | $240.4M | ||
| Q2 24 | — | $358.7M | ||
| Q1 24 | — | $358.2M |
股东权益COOKEB
| Q4 25 | $170.8M | $179.1M | ||
| Q3 25 | $186.1M | $189.1M | ||
| Q2 25 | $274.2M | $177.2M | ||
| Q1 25 | $279.6M | $173.3M | ||
| Q4 24 | $276.4M | $170.2M | ||
| Q3 24 | $279.8M | $179.8M | ||
| Q2 24 | $297.3M | $176.2M | ||
| Q1 24 | $294.6M | $184.1M |
总资产COOKEB
| Q4 25 | $676.0M | $647.2M | ||
| Q3 25 | $689.6M | $744.6M | ||
| Q2 25 | $780.6M | $784.1M | ||
| Q1 25 | $825.6M | $812.3M | ||
| Q4 24 | $830.7M | $752.3M | ||
| Q3 24 | $818.1M | $817.4M | ||
| Q2 24 | $842.4M | $894.5M | ||
| Q1 24 | $862.1M | $952.2M |
负债/权益比COOKEB
| Q4 25 | 2.36× | 0.81× | ||
| Q3 25 | — | 0.92× | ||
| Q2 25 | — | 1.36× | ||
| Q1 25 | — | 1.39× | ||
| Q4 24 | 1.46× | 1.41× | ||
| Q3 24 | — | 1.34× | ||
| Q2 24 | — | 2.04× | ||
| Q1 24 | — | 1.95× |
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 | $15.5M | $-60.8M |
| 自由现金流经营现金流 - 资本支出 | $14.2M | $-60.9M |
| 自由现金流率自由现金流/营收 | 9.8% | -82.8% |
| 资本支出强度资本支出/营收 | 0.9% | 0.0% |
| 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 | $13.6M | $17.6M |
8季度趋势，按日历期对齐
经营现金流COOKEB
| Q4 25 | $15.5M | $-60.8M | ||
| Q3 25 | $7.6M | $36.7M | ||
| Q2 25 | $18.3M | $-17.5M | ||
| Q1 25 | $-20.8M | $59.4M | ||
| Q4 24 | $7.5M | $-45.3M | ||
| Q3 24 | $15.1M | $44.6M | ||
| Q2 24 | $13.9M | $-32.3M | ||
| Q1 24 | $-12.6M | $68.6M |
自由现金流COOKEB
| Q4 25 | $14.2M | $-60.9M | ||
| Q3 25 | $6.4M | $36.6M | ||
| Q2 25 | $15.7M | $-17.5M | ||
| Q1 25 | $-22.7M | $59.4M | ||
| Q4 24 | $5.5M | $-45.3M | ||
| Q3 24 | $12.8M | $44.4M | ||
| Q2 24 | $11.8M | $-32.4M | ||
| Q1 24 | $-18.3M | $68.2M |
自由现金流率COOKEB
| Q4 25 | 9.8% | -82.8% | ||
| Q3 25 | 5.1% | 51.1% | ||
| Q2 25 | 10.8% | -24.1% | ||
| Q1 25 | -15.8% | 80.4% | ||
| Q4 24 | 3.3% | -59.2% | ||
| Q3 24 | 10.5% | 57.1% | ||
| Q2 24 | 7.0% | -38.3% | ||
| Q1 24 | -12.6% | 79.1% |
资本支出强度COOKEB
| Q4 25 | 0.9% | 0.0% | ||
| Q3 25 | 0.9% | 0.0% | ||
| Q2 25 | 1.8% | 0.0% | ||
| Q1 25 | 1.3% | 0.1% | ||
| Q4 24 | 1.2% | 0.0% | ||
| Q3 24 | 1.9% | 0.2% | ||
| Q2 24 | 1.2% | 0.1% | ||
| Q1 24 | 3.9% | 0.4% |
现金转化率COOKEB
| Q4 25 | — | — | ||
| Q3 25 | — | 5.76× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | -30.37× | ||
| 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
COOK
| Grills | $60.6M | 42% |
| Accessories | $49.2M | 34% |
| Consumables | $35.5M | 24% |
EB
| US | $52.0M | 71% |
| Other | $21.6M | 29% |
