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Torrid Holdings Inc.（CURV）与Rocket Lab Corp（RKLB）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Rocket Lab Corp的1.3倍（$235.2M vs $179.7M），Torrid Holdings Inc.净利率更高（-2.7% vs -29.5%，领先26.7%），Rocket Lab Corp同比增速更快（35.7% vs -10.8%），Torrid Holdings Inc.自由现金流更多（$-6.6M vs $-114.2M），过去两年Rocket Lab Corp的营收复合增速更高（39.2% vs -10.5%）
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。
Rocket Lab是公开上市的航空航天制造商及发射服务提供商，旗下Electron轨道火箭主打小型卫星发射，截至2026年1月已成功完成超75次任务，是全球现役发射次数最多的小型运载火箭。公司还开发了Electron的亚轨道改型HASTE用作高超音速技术测试平台，下一代可复用中型运载火箭Neutron目前也在研发中。
CURV vs RKLB — 直观对比
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $235.2M | $179.7M |
| 净利润 | $-6.4M | $-52.9M |
| 毛利率 | 34.9% | 38.0% |
| 营业利润率 | 0.1% | -28.4% |
| 净利率 | -2.7% | -29.5% |
| 营收同比 | -10.8% | 35.7% |
| 净利润同比 | -438.2% | -1.1% |
| 每股收益（稀释后） | $-0.06 | $-0.09 |
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
| Q4 25 | $235.2M | $179.7M | ||
| Q3 25 | $262.8M | $155.1M | ||
| Q2 25 | $266.0M | $144.5M | ||
| Q1 25 | $275.6M | $122.6M | ||
| Q4 24 | $263.8M | $132.4M | ||
| Q3 24 | $284.6M | $104.8M | ||
| Q2 24 | $279.8M | $106.3M | ||
| Q1 24 | $293.5M | $92.8M |
| Q4 25 | $-6.4M | $-52.9M | ||
| Q3 25 | $1.6M | $-18.3M | ||
| Q2 25 | $5.9M | $-66.4M | ||
| Q1 25 | $-3.0M | $-60.6M | ||
| Q4 24 | $-1.2M | $-52.3M | ||
| Q3 24 | $8.3M | $-51.9M | ||
| Q2 24 | $12.2M | $-41.6M | ||
| Q1 24 | $-4.1M | $-44.3M |
| Q4 25 | 34.9% | 38.0% | ||
| Q3 25 | 35.6% | 37.0% | ||
| Q2 25 | 38.1% | 32.1% | ||
| Q1 25 | 33.6% | 28.8% | ||
| Q4 24 | 36.1% | 27.8% | ||
| Q3 24 | 38.7% | 26.7% | ||
| Q2 24 | 41.3% | 25.6% | ||
| Q1 24 | 34.5% | 26.1% |
| Q4 25 | 0.1% | -28.4% | ||
| Q3 25 | 3.9% | -38.0% | ||
| Q2 25 | 6.0% | -41.3% | ||
| Q1 25 | 1.3% | -48.3% | ||
| Q4 24 | 2.7% | -38.9% | ||
| Q3 24 | 7.2% | -49.5% | ||
| Q2 24 | 9.3% | -40.7% | ||
| Q1 24 | 1.4% | -46.4% |
| Q4 25 | -2.7% | -29.5% | ||
| Q3 25 | 0.6% | -11.8% | ||
| Q2 25 | 2.2% | -46.0% | ||
| Q1 25 | -1.1% | -49.5% | ||
| Q4 24 | -0.5% | -39.5% | ||
| Q3 24 | 2.9% | -49.6% | ||
| Q2 24 | 4.4% | -39.2% | ||
| Q1 24 | -1.4% | -47.7% |
| Q4 25 | $-0.06 | $-0.09 | ||
| Q3 25 | $0.02 | $-0.03 | ||
| Q2 25 | $0.06 | $-0.13 | ||
| Q1 25 | $-0.04 | $-0.12 | ||
| Q4 24 | $-0.01 | $-0.11 | ||
| Q3 24 | $0.08 | $-0.10 | ||
| Q2 24 | $0.12 | $-0.08 | ||
| Q1 24 | $-0.03 | $-0.09 |
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 | $1.0B |
| 总债务越低越好 | $276.4M | $152.4M |
| 股东权益账面价值 | $-206.5M | $1.7B |
| 总资产 | $402.9M | $2.3B |
| 负债/权益比越低杠杆越低 | — | 0.09× |
8季度趋势，按日历期对齐
| Q4 25 | $17.2M | $1.0B | ||
| Q3 25 | $21.5M | $976.7M | ||
| Q2 25 | $23.7M | $688.1M | ||
| Q1 25 | $48.5M | $428.4M | ||
| Q4 24 | $44.0M | $419.0M | ||
| Q3 24 | $53.9M | $442.4M | ||
| Q2 24 | $20.5M | $496.8M | ||
| Q1 24 | $11.7M | $492.5M |
| Q4 25 | $276.4M | $152.4M | ||
| Q3 25 | $280.5M | $347.0M | ||
| Q2 25 | $284.5M | $346.5M | ||
| Q1 25 | $288.6M | $345.9M | ||
| Q4 24 | — | $345.4M | ||
| Q3 24 | — | $61.2M | ||
| Q2 24 | — | $64.2M | ||
| Q1 24 | — | $66.8M |
| Q4 25 | $-206.5M | $1.7B | ||
| Q3 25 | $-201.1M | $1.3B | ||
| Q2 25 | $-183.8M | $688.5M | ||
| Q1 25 | $-191.1M | $431.3M | ||
| Q4 24 | $-189.3M | $382.5M | ||
| Q3 24 | $-188.9M | $419.8M | ||
| Q2 24 | $-198.6M | $455.2M | ||
| Q1 24 | $-211.7M | $478.9M |
| Q4 25 | $402.9M | $2.3B | ||
| Q3 25 | $414.5M | $2.2B | ||
| Q2 25 | $451.4M | $1.6B | ||
| Q1 25 | $488.4M | $1.3B | ||
| Q4 24 | $493.0M | $1.2B | ||
| Q3 24 | $487.5M | $1.2B | ||
| Q2 24 | $479.7M | $1.2B | ||
| Q1 24 | $476.9M | $1.2B |
| Q4 25 | — | 0.09× | ||
| Q3 25 | — | 0.27× | ||
| Q2 25 | — | 0.50× | ||
| Q1 25 | — | 0.80× | ||
| Q4 24 | — | 0.90× | ||
| Q3 24 | — | 0.15× | ||
| Q2 24 | — | 0.14× | ||
| Q1 24 | — | 0.14× |
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 | $-64.5M |
| 自由现金流经营现金流 - 资本支出 | $-6.6M | $-114.2M |
| 自由现金流率自由现金流/营收 | -2.8% | -63.6% |
| 资本支出强度资本支出/营收 | 0.7% | 27.6% |
| 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 | $-2.3M | $-321.8M |
8季度趋势，按日历期对齐
| Q4 25 | $-4.9M | $-64.5M | ||
| Q3 25 | $15.7M | $-23.5M | ||
| Q2 25 | $-18.0M | $-23.2M | ||
| Q1 25 | $12.0M | $-54.2M | ||
| Q4 24 | $-3.1M | $-2.4M | ||
| Q3 24 | $40.8M | $-30.9M | ||
| Q2 24 | $27.6M | $-13.0M | ||
| Q1 24 | $9.0M | $-2.6M |
| Q4 25 | $-6.6M | $-114.2M | ||
| Q3 25 | $14.6M | $-69.4M | ||
| Q2 25 | $-20.6M | $-55.3M | ||
| Q1 25 | $10.2M | $-82.9M | ||
| Q4 24 | $-5.5M | $-23.9M | ||
| Q3 24 | $37.7M | $-41.9M | ||
| Q2 24 | $20.6M | $-28.3M | ||
| Q1 24 | $-1.7M | $-21.8M |
| Q4 25 | -2.8% | -63.6% | ||
| Q3 25 | 5.6% | -44.8% | ||
| Q2 25 | -7.7% | -38.3% | ||
| Q1 25 | 3.7% | -67.6% | ||
| Q4 24 | -2.1% | -18.1% | ||
| Q3 24 | 13.2% | -40.0% | ||
| Q2 24 | 7.4% | -26.7% | ||
| Q1 24 | -0.6% | -23.5% |
| Q4 25 | 0.7% | 27.6% | ||
| Q3 25 | 0.4% | 29.6% | ||
| Q2 25 | 1.0% | 22.2% | ||
| Q1 25 | 0.6% | 23.4% | ||
| Q4 24 | 0.9% | 16.3% | ||
| Q3 24 | 1.1% | 10.5% | ||
| Q2 24 | 2.5% | 14.4% | ||
| Q1 24 | 3.7% | 20.7% |
| Q4 25 | — | — | ||
| Q3 25 | 10.05× | — | ||
| Q2 25 | -3.03× | — | ||
| 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% |
RKLB
| Products | $94.0M | 52% |
| Transferred Over Time | $87.3M | 49% |
