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FIGS, Inc.(FIGS)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
FIGS, Inc.的季度营收约是BRC Group Holdings, Inc.的1.1倍($201.9M vs $188.3M),BRC Group Holdings, Inc.净利率更高(47.9% vs 9.2%,领先38.8%),FIGS, Inc.同比增速更快(33.0% vs -21.9%),过去两年FIGS, Inc.的营收复合增速更高(30.1% vs -15.4%)
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。
FIGS vs RILY — 直观对比
营收规模更大
FIGS
是对方的1.1倍
$188.3M
营收增速更快
FIGS
高出54.8%
-21.9%
净利率更高
RILY
高出38.8%
9.2%
两年增速更快
FIGS
近两年复合增速
-15.4%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $201.9M | $188.3M |
| 净利润 | $18.5M | $90.3M |
| 毛利率 | 62.9% | 79.5% |
| 营业利润率 | 9.3% | 32.3% |
| 净利率 | 9.2% | 47.9% |
| 营收同比 | 33.0% | -21.9% |
| 净利润同比 | 881.8% | 1710.8% |
| 每股收益(稀释后) | $0.10 | $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
FIGS
RILY
| Q4 25 | $201.9M | $188.3M | ||
| Q3 25 | $151.7M | $215.3M | ||
| Q2 25 | $152.6M | $188.2M | ||
| Q1 25 | $124.9M | $197.2M | ||
| Q4 24 | $151.8M | $241.0M | ||
| Q3 24 | $140.2M | $225.5M | ||
| Q2 24 | $144.2M | $256.0M | ||
| Q1 24 | $119.3M | $263.4M |
净利润
FIGS
RILY
| Q4 25 | $18.5M | $90.3M | ||
| Q3 25 | $8.7M | $91.1M | ||
| Q2 25 | $7.1M | $139.5M | ||
| Q1 25 | $-102.0K | $-10.0M | ||
| Q4 24 | $1.9M | $-5.6M | ||
| Q3 24 | $-1.7M | $-284.4M | ||
| Q2 24 | $1.1M | $-433.6M | ||
| Q1 24 | $1.4M | $-49.2M |
毛利率
FIGS
RILY
| Q4 25 | 62.9% | 79.5% | ||
| Q3 25 | 69.9% | 83.7% | ||
| Q2 25 | 67.0% | 81.3% | ||
| Q1 25 | 67.6% | 81.4% | ||
| Q4 24 | 67.3% | 79.8% | ||
| Q3 24 | 67.1% | 82.1% | ||
| Q2 24 | 67.4% | 84.5% | ||
| Q1 24 | 68.9% | 85.3% |
营业利润率
FIGS
RILY
| Q4 25 | 9.3% | 32.3% | ||
| Q3 25 | 6.4% | 30.4% | ||
| Q2 25 | 6.5% | 5.7% | ||
| Q1 25 | -0.2% | -31.2% | ||
| Q4 24 | 5.9% | -69.2% | ||
| Q3 24 | -6.2% | -36.4% | ||
| Q2 24 | 1.1% | -90.8% | ||
| Q1 24 | 0.4% | -6.1% |
净利率
FIGS
RILY
| Q4 25 | 9.2% | 47.9% | ||
| Q3 25 | 5.8% | 42.3% | ||
| Q2 25 | 4.7% | 74.1% | ||
| Q1 25 | -0.1% | -5.1% | ||
| Q4 24 | 1.2% | -2.3% | ||
| Q3 24 | -1.2% | -126.1% | ||
| Q2 24 | 0.8% | -169.4% | ||
| Q1 24 | 1.2% | -18.7% |
每股收益(稀释后)
FIGS
RILY
| Q4 25 | $0.10 | $2.78 | ||
| Q3 25 | $0.05 | $2.91 | ||
| Q2 25 | $0.04 | $4.50 | ||
| Q1 25 | $0.00 | $-0.39 | ||
| Q4 24 | $0.01 | $-0.01 | ||
| Q3 24 | $-0.01 | $-9.39 | ||
| Q2 24 | $0.01 | $-14.35 | ||
| Q1 24 | $0.01 | $-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 | $82.0M | $226.6M |
| 总债务越低越好 | — | $1.4B |
| 股东权益账面价值 | $437.5M | $-171.5M |
| 总资产 | $580.0M | $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
FIGS
RILY
| Q4 25 | $82.0M | $226.6M | ||
| Q3 25 | $46.5M | $184.2M | ||
| Q2 25 | $50.8M | $267.4M | ||
| Q1 25 | $90.0M | $138.3M | ||
| Q4 24 | $85.6M | $146.9M | ||
| Q3 24 | $124.1M | $159.2M | ||
| Q2 24 | $131.8M | $236.9M | ||
| Q1 24 | $155.3M | $190.7M |
总债务
FIGS
RILY
| Q4 25 | — | $1.4B | ||
| Q3 25 | — | $1.3B | ||
| Q2 25 | — | $1.3B | ||
| Q1 25 | — | $1.4B | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益
FIGS
RILY
| Q4 25 | $437.5M | $-171.5M | ||
| Q3 25 | $413.3M | $-260.5M | ||
| Q2 25 | $396.5M | $-351.7M | ||
| Q1 25 | $381.5M | $-496.8M | ||
| Q4 24 | $377.1M | $-488.2M | ||
| Q3 24 | $403.5M | $-497.6M | ||
| Q2 24 | $401.7M | $-218.3M | ||
| Q1 24 | $389.9M | $228.4M |
总资产
FIGS
RILY
| Q4 25 | $580.0M | $1.7B | ||
| Q3 25 | $544.7M | $1.7B | ||
| Q2 25 | $517.1M | $1.5B | ||
| Q1 25 | $522.3M | $1.5B | ||
| Q4 24 | $509.8M | $1.8B | ||
| Q3 24 | $542.5M | $2.2B | ||
| Q2 24 | $526.0M | $3.2B | ||
| Q1 24 | $510.9M | $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 | $60.9M | $26.2M |
| 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× | 0.29× |
| 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
FIGS
RILY
| Q4 25 | $60.9M | $26.2M | ||
| Q3 25 | $3.4M | $-60.6M | ||
| Q2 25 | $-12.4M | $-25.6M | ||
| Q1 25 | $9.2M | $184.0K | ||
| Q4 24 | $30.4M | $-2.7M | ||
| Q3 24 | $22.6M | $19.5M | ||
| Q2 24 | $16.5M | $111.5M | ||
| Q1 24 | $11.6M | $135.4M |
自由现金流
FIGS
RILY
| 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
FIGS
RILY
| 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
FIGS
RILY
| 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
FIGS
RILY
| Q4 25 | 3.29× | 0.29× | ||
| Q3 25 | 0.39× | -0.66× | ||
| Q2 25 | -1.75× | -0.18× | ||
| 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% |
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% |