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Torrid Holdings Inc.（CURV）与BRC Group Holdings, Inc.（RILY）财务数据对比。点击上方公司名可切换其他公司
Torrid Holdings Inc.的季度营收约是BRC Group Holdings, Inc.的1.2倍（$235.2M vs $188.3M），BRC Group Holdings, Inc.净利率更高（47.9% vs -2.7%，领先50.7%），Torrid Holdings Inc.同比增速更快（-10.8% vs -21.9%），过去两年Torrid Holdings Inc.的营收复合增速更高（-10.5% vs -15.4%）
Torrid Holdings Inc.是美国主营大码女装的零售连锁品牌，原隶属于Hot Topic，目前归Sycamore Partners所有，2015年拆分成为独立公司。品牌专为10至30码的女性提供服饰及配饰产品，2001年4月在加利福尼亚州布瑞亚购物中心开出首店，截至2024年，已在美国各州及部分其他区域开设超过650家门店。
CURV vs RILY — 直观对比
营收规模更大
CURV
是对方的1.2倍
$188.3M
营收增速更快
CURV
高出11.0%
-21.9%
净利率更高
RILY
高出50.7%
-2.7%
两年增速更快
CURV
近两年复合增速
-15.4%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $235.2M | $188.3M |
| 净利润 | $-6.4M | $90.3M |
| 毛利率 | 34.9% | 79.5% |
| 营业利润率 | 0.1% | 32.3% |
| 净利率 | -2.7% | 47.9% |
| 营收同比 | -10.8% | -21.9% |
| 净利润同比 | -438.2% | 1710.8% |
| 每股收益（稀释后） | $-0.06 | $2.78 |
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CURVRILY
| Q4 25 | $235.2M | $188.3M | ||
| Q3 25 | $262.8M | $215.3M | ||
| Q2 25 | $266.0M | $188.2M | ||
| Q1 25 | $275.6M | $197.2M | ||
| Q4 24 | $263.8M | $241.0M | ||
| Q3 24 | $284.6M | $225.5M | ||
| Q2 24 | $279.8M | $256.0M | ||
| Q1 24 | $293.5M | $263.4M |
净利润CURVRILY
| Q4 25 | $-6.4M | $90.3M | ||
| Q3 25 | $1.6M | $91.1M | ||
| Q2 25 | $5.9M | $139.5M | ||
| Q1 25 | $-3.0M | $-10.0M | ||
| Q4 24 | $-1.2M | $-5.6M | ||
| Q3 24 | $8.3M | $-284.4M | ||
| Q2 24 | $12.2M | $-433.6M | ||
| Q1 24 | $-4.1M | $-49.2M |
毛利率CURVRILY
| Q4 25 | 34.9% | 79.5% | ||
| Q3 25 | 35.6% | 83.7% | ||
| Q2 25 | 38.1% | 81.3% | ||
| Q1 25 | 33.6% | 81.4% | ||
| Q4 24 | 36.1% | 79.8% | ||
| Q3 24 | 38.7% | 82.1% | ||
| Q2 24 | 41.3% | 84.5% | ||
| Q1 24 | 34.5% | 85.3% |
营业利润率CURVRILY
| Q4 25 | 0.1% | 32.3% | ||
| Q3 25 | 3.9% | 30.4% | ||
| Q2 25 | 6.0% | 5.7% | ||
| Q1 25 | 1.3% | -31.2% | ||
| Q4 24 | 2.7% | -69.2% | ||
| Q3 24 | 7.2% | -36.4% | ||
| Q2 24 | 9.3% | -90.8% | ||
| Q1 24 | 1.4% | -6.1% |
净利率CURVRILY
| Q4 25 | -2.7% | 47.9% | ||
| Q3 25 | 0.6% | 42.3% | ||
| Q2 25 | 2.2% | 74.1% | ||
| Q1 25 | -1.1% | -5.1% | ||
| Q4 24 | -0.5% | -2.3% | ||
| Q3 24 | 2.9% | -126.1% | ||
| Q2 24 | 4.4% | -169.4% | ||
| Q1 24 | -1.4% | -18.7% |
每股收益（稀释后）CURVRILY
| Q4 25 | $-0.06 | $2.78 | ||
| Q3 25 | $0.02 | $2.91 | ||
| Q2 25 | $0.06 | $4.50 | ||
| Q1 25 | $-0.04 | $-0.39 | ||
| Q4 24 | $-0.01 | $-0.01 | ||
| Q3 24 | $0.08 | $-9.39 | ||
| Q2 24 | $0.12 | $-14.35 | ||
| Q1 24 | $-0.03 | $-1.71 |
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 | $17.2M | $226.6M |
| 总债务越低越好 | $276.4M | $1.4B |
| 股东权益账面价值 | $-206.5M | $-171.5M |
| 总资产 | $402.9M | $1.7B |
| 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CURVRILY
| Q4 25 | $17.2M | $226.6M | ||
| Q3 25 | $21.5M | $184.2M | ||
| Q2 25 | $23.7M | $267.4M | ||
| Q1 25 | $48.5M | $138.3M | ||
| Q4 24 | $44.0M | $146.9M | ||
| Q3 24 | $53.9M | $159.2M | ||
| Q2 24 | $20.5M | $236.9M | ||
| Q1 24 | $11.7M | $190.7M |
总债务CURVRILY
| Q4 25 | $276.4M | $1.4B | ||
| Q3 25 | $280.5M | $1.3B | ||
| Q2 25 | $284.5M | $1.3B | ||
| Q1 25 | $288.6M | $1.4B | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益CURVRILY
| Q4 25 | $-206.5M | $-171.5M | ||
| Q3 25 | $-201.1M | $-260.5M | ||
| Q2 25 | $-183.8M | $-351.7M | ||
| Q1 25 | $-191.1M | $-496.8M | ||
| Q4 24 | $-189.3M | $-488.2M | ||
| Q3 24 | $-188.9M | $-497.6M | ||
| Q2 24 | $-198.6M | $-218.3M | ||
| Q1 24 | $-211.7M | $228.4M |
总资产CURVRILY
| Q4 25 | $402.9M | $1.7B | ||
| Q3 25 | $414.5M | $1.7B | ||
| Q2 25 | $451.4M | $1.5B | ||
| Q1 25 | $488.4M | $1.5B | ||
| Q4 24 | $493.0M | $1.8B | ||
| Q3 24 | $487.5M | $2.2B | ||
| Q2 24 | $479.7M | $3.2B | ||
| Q1 24 | $476.9M | $5.0B |
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 | $-4.9M | $26.2M |
| 自由现金流经营现金流 - 资本支出 | $-6.6M | — |
| 自由现金流率自由现金流/营收 | -2.8% | — |
| 资本支出强度资本支出/营收 | 0.7% | — |
| 现金转化率经营现金流/净利润 | — | 0.29× |
| 过去12个月自由现金流最近4个季度 | $-2.3M | — |
8季度趋势，按日历期对齐
经营现金流CURVRILY
| Q4 25 | $-4.9M | $26.2M | ||
| Q3 25 | $15.7M | $-60.6M | ||
| Q2 25 | $-18.0M | $-25.6M | ||
| Q1 25 | $12.0M | $184.0K | ||
| Q4 24 | $-3.1M | $-2.7M | ||
| Q3 24 | $40.8M | $19.5M | ||
| Q2 24 | $27.6M | $111.5M | ||
| Q1 24 | $9.0M | $135.4M |
自由现金流CURVRILY
| Q4 25 | $-6.6M | — | ||
| Q3 25 | $14.6M | — | ||
| Q2 25 | $-20.6M | — | ||
| Q1 25 | $10.2M | — | ||
| Q4 24 | $-5.5M | — | ||
| Q3 24 | $37.7M | — | ||
| Q2 24 | $20.6M | — | ||
| Q1 24 | $-1.7M | — |
自由现金流率CURVRILY
| Q4 25 | -2.8% | — | ||
| Q3 25 | 5.6% | — | ||
| Q2 25 | -7.7% | — | ||
| Q1 25 | 3.7% | — | ||
| Q4 24 | -2.1% | — | ||
| Q3 24 | 13.2% | — | ||
| Q2 24 | 7.4% | — | ||
| Q1 24 | -0.6% | — |
资本支出强度CURVRILY
| Q4 25 | 0.7% | — | ||
| Q3 25 | 0.4% | — | ||
| Q2 25 | 1.0% | — | ||
| Q1 25 | 0.6% | — | ||
| Q4 24 | 0.9% | — | ||
| Q3 24 | 1.1% | — | ||
| Q2 24 | 2.5% | — | ||
| Q1 24 | 3.7% | — |
现金转化率CURVRILY
| Q4 25 | — | 0.29× | ||
| Q3 25 | 10.05× | -0.66× | ||
| Q2 25 | -3.03× | -0.18× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 4.90× | — | ||
| Q2 24 | 2.27× | — | ||
| 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
CURV
| Apparel | $213.6M | 91% |
| Non Apparel | $12.3M | 5% |
| Other | $9.2M | 4% |
| Loyalty Program | $1.1M | 0% |
RILY
| Transferred At Point In Time | $101.4M | 54% |
| Wealth Management Segment | $30.7M | 16% |
| Corporate Finance Consulting And Investment Banking Fees | $27.1M | 14% |
| Services And Fees | $24.8M | 13% |
| Commissions Fees And Reimbursed Expenses | $4.8M | 3% |
