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Enovix Corp（ENVX）与Rent the Runway, Inc.（RENT）财务数据对比。点击上方公司名可切换其他公司
Enovix Corp的季度营收约是Rent the Runway, Inc.的1.1倍（$11.3M vs $10.6M），Rent the Runway, Inc.净利率更高（721.7% vs -310.6%，领先1032.3%），Enovix Corp同比增速更快（15.9% vs 10.4%），过去两年Enovix Corp的营收复合增速更高（46.2% vs 1.0%）
Enovix Corp是一家领先的先进电池技术企业，专注于研发和生产高能量密度3D硅负极锂离子电池，产品应用覆盖消费电子、可穿戴设备、电动汽车及可再生能源存储领域，服务全球多个区域市场。
Rent the Runway Inc.是总部位于纽约的美国电商平台，由珍妮弗·海曼与珍妮弗·弗莱斯于2009年11月创立，主打设计师品牌服饰与配饰的租赁、订阅以及购买服务，是设计师服饰共享租赁模式的开创平台之一。
ENVX vs RENT — 直观对比
营收规模更大
ENVX
是对方的1.1倍
$10.6M
营收增速更快
ENVX
高出5.5%
10.4%
净利率更高
RENT
高出1032.3%
-310.6%
两年增速更快
ENVX
近两年复合增速
1.0%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $11.3M | $10.6M |
| 净利润 | $-35.0M | $76.5M |
| 毛利率 | 22.2% | -126.4% |
| 营业利润率 | -390.5% | -152.8% |
| 净利率 | -310.6% | 721.7% |
| 营收同比 | 15.9% | 10.4% |
| 净利润同比 | 6.6% | 504.8% |
| 每股收益（稀释后） | $-0.14 | $13.65 |
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ENVXRENT
| Q4 25 | $11.3M | $10.6M | ||
| Q3 25 | $8.0M | $11.7M | ||
| Q2 25 | $7.5M | $7.6M | ||
| Q1 25 | $5.1M | $11.8M | ||
| Q4 24 | $9.7M | $9.6M | ||
| Q3 24 | $4.3M | $10.4M | ||
| Q2 24 | $3.8M | $8.9M | ||
| Q1 24 | $5.3M | $10.4M |
净利润ENVXRENT
| Q4 25 | $-35.0M | $76.5M | ||
| Q3 25 | $-53.7M | $-26.4M | ||
| Q2 25 | $-44.5M | $-26.1M | ||
| Q1 25 | $-23.5M | $-13.4M | ||
| Q4 24 | $-37.5M | $-18.9M | ||
| Q3 24 | $-22.5M | $-15.6M | ||
| Q2 24 | $-115.9M | $-22.0M | ||
| Q1 24 | $-46.4M | $-24.8M |
毛利率ENVXRENT
| Q4 25 | 22.2% | -126.4% | ||
| Q3 25 | 17.5% | -92.3% | ||
| Q2 25 | 26.0% | -168.4% | ||
| Q1 25 | 5.1% | -71.2% | ||
| Q4 24 | 10.8% | -122.9% | ||
| Q3 24 | -14.9% | -98.1% | ||
| Q2 24 | -17.4% | -131.5% | ||
| Q1 24 | -34.1% | -93.3% |
营业利润率ENVXRENT
| Q4 25 | -390.5% | -152.8% | ||
| Q3 25 | -587.9% | -171.8% | ||
| Q2 25 | -585.6% | -259.2% | ||
| Q1 25 | -834.8% | -65.3% | ||
| Q4 24 | -355.2% | -142.7% | ||
| Q3 24 | -1141.2% | -92.3% | ||
| Q2 24 | -2355.4% | -185.4% | ||
| Q1 24 | -1330.3% | -185.6% |
净利率ENVXRENT
| Q4 25 | -310.6% | 721.7% | ||
| Q3 25 | -672.3% | -225.6% | ||
| Q2 25 | -596.3% | -343.4% | ||
| Q1 25 | -461.2% | -113.6% | ||
| Q4 24 | -385.6% | -196.9% | ||
| Q3 24 | -522.0% | -150.0% | ||
| Q2 24 | -3075.2% | -247.2% | ||
| Q1 24 | -879.5% | -238.5% |
每股收益（稀释后）ENVXRENT
| Q4 25 | $-0.14 | $13.65 | ||
| Q3 25 | $-0.27 | $-6.55 | ||
| Q2 25 | $-0.22 | $-6.58 | ||
| Q1 25 | $-0.12 | $-2.72 | ||
| Q4 24 | $0.00 | $-4.70 | ||
| Q3 24 | $-0.28 | $-4.17 | ||
| Q2 24 | $-0.63 | $-6.03 | ||
| Q1 24 | $-0.28 | $-5.36 |
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 | $512.0M | $50.7M |
| 总债务越低越好 | $519.5M | — |
| 股东权益账面价值 | $271.2M | $-35.1M |
| 总资产 | $879.0M | $231.0M |
| 负债/权益比越低杠杆越低 | 1.92× | — |
8季度趋势，按日历期对齐
现金及短期投资ENVXRENT
| Q4 25 | $512.0M | $50.7M | ||
| Q3 25 | $558.8M | $43.6M | ||
| Q2 25 | $203.4M | $70.4M | ||
| Q1 25 | $248.2M | $77.4M | ||
| Q4 24 | $272.9M | $74.1M | ||
| Q3 24 | $200.9M | $76.6M | ||
| Q2 24 | $249.9M | $82.0M | ||
| Q1 24 | $262.4M | $84.0M |
总债务ENVXRENT
| Q4 25 | $519.5M | — | ||
| Q3 25 | $518.6M | — | ||
| Q2 25 | $169.7M | $340.6M | ||
| Q1 25 | $169.4M | $333.7M | ||
| Q4 24 | $170.0M | — | ||
| Q3 24 | $168.9M | — | ||
| Q2 24 | $170.1M | — | ||
| Q1 24 | $169.8M | — |
股东权益ENVXRENT
| Q4 25 | $271.2M | $-35.1M | ||
| Q3 25 | $294.3M | $-232.1M | ||
| Q2 25 | $203.7M | $-207.1M | ||
| Q1 25 | $235.1M | $-182.5M | ||
| Q4 24 | $246.7M | $-171.2M | ||
| Q3 24 | $167.6M | $-154.5M | ||
| Q2 24 | $170.3M | $-141.3M | ||
| Q1 24 | $229.3M | $-122.3M |
总资产ENVXRENT
| Q4 25 | $879.0M | $231.0M | ||
| Q3 25 | $913.7M | $219.0M | ||
| Q2 25 | $469.1M | $245.3M | ||
| Q1 25 | $499.0M | $240.0M | ||
| Q4 24 | $527.2M | $251.6M | ||
| Q3 24 | $448.0M | $257.4M | ||
| Q2 24 | $489.0M | $278.4M | ||
| Q1 24 | $508.9M | $278.5M |
负债/权益比ENVXRENT
| Q4 25 | 1.92× | — | ||
| Q3 25 | 1.76× | — | ||
| Q2 25 | 0.83× | — | ||
| Q1 25 | 0.72× | — | ||
| Q4 24 | 0.69× | — | ||
| Q3 24 | 1.01× | — | ||
| Q2 24 | 1.00× | — | ||
| Q1 24 | 0.74× | — |
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 | $-27.0M | $-1.4M |
| 自由现金流经营现金流 - 资本支出 | $-28.0M | — |
| 自由现金流率自由现金流/营收 | -248.6% | — |
| 资本支出强度资本支出/营收 | 8.9% | — |
| 现金转化率经营现金流/净利润 | — | -0.02× |
| 过去12个月自由现金流最近4个季度 | $-113.5M | — |
8季度趋势，按日历期对齐
经营现金流ENVXRENT
| Q4 25 | $-27.0M | $-1.4M | ||
| Q3 25 | $-25.5M | $-10.5M | ||
| Q2 25 | $-25.9M | $8.3M | ||
| Q1 25 | $-16.9M | $1.4M | ||
| Q4 24 | $-16.0M | $4.7M | ||
| Q3 24 | $-30.7M | $2.2M | ||
| Q2 24 | $-26.9M | $4.6M | ||
| Q1 24 | $-35.0M | $-8.0M |
自由现金流ENVXRENT
| Q4 25 | $-28.0M | — | ||
| Q3 25 | $-28.5M | — | ||
| Q2 25 | $-33.8M | — | ||
| Q1 25 | $-23.2M | — | ||
| Q4 24 | $-32.3M | — | ||
| Q3 24 | $-50.2M | — | ||
| Q2 24 | $-52.2M | — | ||
| Q1 24 | $-50.1M | — |
自由现金流率ENVXRENT
| Q4 25 | -248.6% | — | ||
| Q3 25 | -356.7% | — | ||
| Q2 25 | -453.0% | — | ||
| Q1 25 | -454.7% | — | ||
| Q4 24 | -332.6% | — | ||
| Q3 24 | -1163.2% | — | ||
| Q2 24 | -1384.2% | — | ||
| Q1 24 | -950.9% | — |
资本支出强度ENVXRENT
| Q4 25 | 8.9% | — | ||
| Q3 25 | 37.2% | — | ||
| Q2 25 | 106.7% | — | ||
| Q1 25 | 123.0% | — | ||
| Q4 24 | 168.3% | — | ||
| Q3 24 | 452.5% | — | ||
| Q2 24 | 669.0% | — | ||
| Q1 24 | 286.2% | — |
现金转化率ENVXRENT
| Q4 25 | — | -0.02× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
