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FIGS, Inc.（FIGS）与Global-E Online Ltd.（GLBE）财务数据对比。点击上方公司名可切换其他公司
Global-E Online Ltd.的季度营收约是FIGS, Inc.的3.1倍（$625.5M vs $201.9M），FIGS, Inc.净利率更高（9.2% vs 0.9%，领先8.2%）
FIGS是一家总部位于美国加利福尼亚州圣莫尼卡的服饰企业，由希瑟·哈森与特里娜·斯皮尔于2013年共同创立，二人目前共同担任首席执行官。品牌专注为医疗从业者提供医用刷手服及相关专业产品，是医疗工装领域的知名品牌。
Global-E Online Ltd.是全球领先的跨境电商赋能平台，为直面消费者品牌及零售企业提供一站式跨境销售解决方案，覆盖本地化支付、清关、物流协调、税费核算等服务，助力客户拓展北美、欧洲及亚太等国际市场。
FIGS vs GLBE — 直观对比
营收规模更大
GLBE
是对方的3.1倍
$201.9M
净利率更高
FIGS
高出8.2%
0.9%
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $201.9M | $625.5M |
| 净利润 | $18.5M | $5.8M |
| 毛利率 | 62.9% | 45.0% |
| 营业利润率 | 9.3% | 1.3% |
| 净利率 | 9.2% | 0.9% |
| 营收同比 | 33.0% | — |
| 净利润同比 | 881.8% | — |
| 每股收益（稀释后） | $0.10 | — |
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FIGSGLBE
| Q4 25 | $201.9M | — | ||
| Q3 25 | $151.7M | $625.5M | ||
| Q2 25 | $152.6M | $404.8M | ||
| Q1 25 | $124.9M | $189.9M | ||
| Q4 24 | $151.8M | — | ||
| Q3 24 | $140.2M | $489.9M | ||
| Q2 24 | $144.2M | $313.9M | ||
| Q1 24 | $119.3M | $145.9M |
净利润FIGSGLBE
| Q4 25 | $18.5M | — | ||
| Q3 25 | $8.7M | $5.8M | ||
| Q2 25 | $7.1M | $-7.4M | ||
| Q1 25 | $-102.0K | — | ||
| Q4 24 | $1.9M | — | ||
| Q3 24 | $-1.7M | $-77.1M | ||
| Q2 24 | $1.1M | $-54.5M | ||
| Q1 24 | $1.4M | — |
毛利率FIGSGLBE
| Q4 25 | 62.9% | — | ||
| Q3 25 | 69.9% | 45.0% | ||
| Q2 25 | 67.0% | 44.9% | ||
| Q1 25 | 67.6% | 44.3% | ||
| Q4 24 | 67.3% | — | ||
| Q3 24 | 67.1% | 45.1% | ||
| Q2 24 | 67.4% | 44.8% | ||
| Q1 24 | 68.9% | 43.4% |
营业利润率FIGSGLBE
| Q4 25 | 9.3% | — | ||
| Q3 25 | 6.4% | 1.3% | ||
| Q2 25 | 6.5% | -2.1% | ||
| Q1 25 | -0.2% | -10.1% | ||
| Q4 24 | 5.9% | — | ||
| Q3 24 | -6.2% | -14.9% | ||
| Q2 24 | 1.1% | -16.6% | ||
| Q1 24 | 0.4% | -20.1% |
净利率FIGSGLBE
| Q4 25 | 9.2% | — | ||
| Q3 25 | 5.8% | 0.9% | ||
| Q2 25 | 4.7% | -1.8% | ||
| Q1 25 | -0.1% | — | ||
| Q4 24 | 1.2% | — | ||
| Q3 24 | -1.2% | -15.7% | ||
| Q2 24 | 0.8% | -17.4% | ||
| Q1 24 | 1.2% | — |
每股收益（稀释后）FIGSGLBE
| Q4 25 | $0.10 | — | ||
| Q3 25 | $0.05 | — | ||
| Q2 25 | $0.04 | — | ||
| Q1 25 | $0.00 | — | ||
| Q4 24 | $0.01 | — | ||
| Q3 24 | $-0.01 | — | ||
| Q2 24 | $0.01 | — | ||
| Q1 24 | $0.01 | — |
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 | $82.0M | $251.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $437.5M | $933.0M |
| 总资产 | $580.0M | $1.3B |
| 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FIGSGLBE
| Q4 25 | $82.0M | — | ||
| Q3 25 | $46.5M | $251.4M | ||
| Q2 25 | $50.8M | $205.2M | ||
| Q1 25 | $90.0M | $207.7M | ||
| Q4 24 | $85.6M | — | ||
| Q3 24 | $124.1M | $207.3M | ||
| Q2 24 | $131.8M | $229.8M | ||
| Q1 24 | $155.3M | $181.9M |
股东权益FIGSGLBE
| Q4 25 | $437.5M | — | ||
| Q3 25 | $413.3M | $933.0M | ||
| Q2 25 | $396.5M | $909.1M | ||
| Q1 25 | $381.5M | $884.3M | ||
| Q4 24 | $377.1M | — | ||
| Q3 24 | $403.5M | $869.4M | ||
| Q2 24 | $401.7M | $878.7M | ||
| Q1 24 | $389.9M | $886.9M |
总资产FIGSGLBE
| Q4 25 | $580.0M | — | ||
| Q3 25 | $544.7M | $1.3B | ||
| Q2 25 | $517.1M | $1.2B | ||
| Q1 25 | $522.3M | $1.2B | ||
| Q4 24 | $509.8M | — | ||
| Q3 24 | $542.5M | $1.2B | ||
| Q2 24 | $526.0M | $1.1B | ||
| Q1 24 | $510.9M | $1.1B |
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 | $60.9M | — |
| 自由现金流经营现金流 - 资本支出 | $58.1M | — |
| 自由现金流率自由现金流/营收 | 28.8% | — |
| 资本支出强度资本支出/营收 | 1.4% | — |
| 现金转化率经营现金流/净利润 | 3.29× | — |
| 过去12个月自由现金流最近4个季度 | $53.0M | — |
8季度趋势，按日历期对齐
经营现金流FIGSGLBE
| Q4 25 | $60.9M | — | ||
| Q3 25 | $3.4M | — | ||
| Q2 25 | $-12.4M | — | ||
| Q1 25 | $9.2M | — | ||
| Q4 24 | $30.4M | — | ||
| Q3 24 | $22.6M | — | ||
| Q2 24 | $16.5M | — | ||
| Q1 24 | $11.6M | — |
自由现金流FIGSGLBE
| Q4 25 | $58.1M | — | ||
| Q3 25 | $531.0K | — | ||
| Q2 25 | $-13.5M | — | ||
| Q1 25 | $7.9M | — | ||
| Q4 24 | $27.1M | — | ||
| Q3 24 | $18.4M | — | ||
| Q2 24 | $7.5M | — | ||
| Q1 24 | $11.1M | — |
自由现金流率FIGSGLBE
| Q4 25 | 28.8% | — | ||
| Q3 25 | 0.4% | — | ||
| Q2 25 | -8.9% | — | ||
| Q1 25 | 6.3% | — | ||
| Q4 24 | 17.8% | — | ||
| Q3 24 | 13.1% | — | ||
| Q2 24 | 5.2% | — | ||
| Q1 24 | 9.3% | — |
资本支出强度FIGSGLBE
| Q4 25 | 1.4% | — | ||
| Q3 25 | 1.9% | — | ||
| Q2 25 | 0.7% | — | ||
| Q1 25 | 1.0% | — | ||
| Q4 24 | 2.2% | — | ||
| Q3 24 | 3.0% | — | ||
| Q2 24 | 6.2% | — | ||
| Q1 24 | 0.4% | — |
现金转化率FIGSGLBE
| Q4 25 | 3.29× | — | ||
| Q3 25 | 0.39× | — | ||
| Q2 25 | -1.75× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 16.14× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 15.04× | — | ||
| Q1 24 | 8.10× | — |
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
FIGS
| Scrubwear | $154.9M | 77% |
| Non Scrubwear Lifestyle | $47.0M | 23% |
GLBE
暂无分部数据
