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Fold Holdings, Inc.（FLD）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
Rent the Runway, Inc.的季度营收约是Fold Holdings, Inc.的1.2倍（$10.6M vs $9.1M），Rent the Runway, Inc.净利率更高（721.7% vs -379.9%，领先1101.6%），Rent the Runway, Inc.同比增速更快（10.4% vs 8.2%），过去两年Fold Holdings, Inc.的营收复合增速更高（36.1% vs 1.0%）
Fold Holdings, Inc.是一家总部位于美国的金融科技企业，主打融合加密货币功能的消费金融产品，核心服务包括可获得比特币等加密货币返现的奖励借记卡，以及易用的数字钱包工具，主要服务北美地区个人消费者。
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。
FLD vs RENT — 直观对比
营收规模更大
RENT
是对方的1.2倍
$9.1M
营收增速更快
RENT
高出2.2%
8.2%
净利率更高
RENT
高出1101.6%
-379.9%
两年增速更快
FLD
近两年复合增速
1.0%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $9.1M | $10.6M |
| 净利润 | $-34.7M | $76.5M |
| 毛利率 | — | -126.4% |
| 营业利润率 | -380.0% | -152.8% |
| 净利率 | -379.9% | 721.7% |
| 营收同比 | 8.2% | 10.4% |
| 净利润同比 | -7232.4% | 504.8% |
| 每股收益（稀释后） | $-0.02 | $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FLDRENT
| Q4 25 | $9.1M | $10.6M | ||
| Q3 25 | $7.4M | $11.7M | ||
| Q2 25 | $8.2M | $7.6M | ||
| Q1 25 | $7.1M | $11.8M | ||
| Q4 24 | $8.4M | $9.6M | ||
| Q3 24 | $5.2M | $10.4M | ||
| Q2 24 | $5.1M | $8.9M | ||
| Q1 24 | $4.9M | $10.4M |
净利润FLDRENT
| Q4 25 | $-34.7M | $76.5M | ||
| Q3 25 | $554.2K | $-26.4M | ||
| Q2 25 | $13.4M | $-26.1M | ||
| Q1 25 | $-48.9M | $-13.4M | ||
| Q4 24 | $486.4K | $-18.9M | ||
| Q3 24 | $-62.3M | $-15.6M | ||
| Q2 24 | $-2.3M | $-22.0M | ||
| Q1 24 | $-945.0K | $-24.8M |
毛利率FLDRENT
| Q4 25 | — | -126.4% | ||
| Q3 25 | — | -92.3% | ||
| Q2 25 | — | -168.4% | ||
| Q1 25 | — | -71.2% | ||
| Q4 24 | — | -122.9% | ||
| Q3 24 | — | -98.1% | ||
| Q2 24 | — | -131.5% | ||
| Q1 24 | — | -93.3% |
营业利润率FLDRENT
| Q4 25 | -380.0% | -152.8% | ||
| Q3 25 | 7.5% | -171.8% | ||
| Q2 25 | — | -259.2% | ||
| Q1 25 | -689.6% | -65.3% | ||
| Q4 24 | -9.1% | -142.7% | ||
| Q3 24 | -15.3% | -92.3% | ||
| Q2 24 | -12.2% | -185.4% | ||
| Q1 24 | -14.7% | -185.6% |
净利率FLDRENT
| Q4 25 | -379.9% | 721.7% | ||
| Q3 25 | 7.5% | -225.6% | ||
| Q2 25 | 164.2% | -343.4% | ||
| Q1 25 | -689.6% | -113.6% | ||
| Q4 24 | 5.8% | -196.9% | ||
| Q3 24 | -1188.7% | -150.0% | ||
| Q2 24 | -45.1% | -247.2% | ||
| Q1 24 | -19.2% | -238.5% |
每股收益（稀释后）FLDRENT
| Q4 25 | $-0.02 | $13.65 | ||
| Q3 25 | $0.01 | $-6.55 | ||
| Q2 25 | $0.28 | $-6.58 | ||
| Q1 25 | $-1.92 | $-2.72 | ||
| Q4 24 | $0.09 | $-4.70 | ||
| Q3 24 | $-10.68 | $-4.17 | ||
| Q2 24 | $-0.40 | $-6.03 | ||
| Q1 24 | $-0.16 | $-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 | $7.7M | $50.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $63.0M | $-35.1M |
| 总资产 | $153.5M | $231.0M |
| 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FLDRENT
| Q4 25 | $7.7M | $50.7M | ||
| Q3 25 | $6.7M | $43.6M | ||
| Q2 25 | $6.6M | $70.4M | ||
| Q1 25 | $11.7M | $77.4M | ||
| Q4 24 | $18.3M | $74.1M | ||
| Q3 24 | — | $76.6M | ||
| Q2 24 | — | $82.0M | ||
| Q1 24 | — | $84.0M |
总债务FLDRENT
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $340.6M | ||
| Q1 25 | — | $333.7M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益FLDRENT
| Q4 25 | $63.0M | $-35.1M | ||
| Q3 25 | $94.7M | $-232.1M | ||
| Q2 25 | $88.5M | $-207.1M | ||
| Q1 25 | $71.9M | $-182.5M | ||
| Q4 24 | $-67.8M | $-171.2M | ||
| Q3 24 | $-7.4M | $-154.5M | ||
| Q2 24 | $-74.0M | $-141.3M | ||
| Q1 24 | $-9.4M | $-122.3M |
总资产FLDRENT
| Q4 25 | $153.5M | $231.0M | ||
| Q3 25 | $191.0M | $219.0M | ||
| Q2 25 | $182.1M | $245.3M | ||
| Q1 25 | $148.5M | $240.0M | ||
| Q4 24 | $125.7M | $251.6M | ||
| Q3 24 | $52.2M | $257.4M | ||
| Q2 24 | $51.8M | $278.4M | ||
| Q1 24 | $51.5M | $278.5M |
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 | $-16.1M | $-1.4M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 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 | — | — |
8季度趋势，按日历期对齐
经营现金流FLDRENT
| Q4 25 | $-16.1M | $-1.4M | ||
| Q3 25 | $-2.5M | $-10.5M | ||
| Q2 25 | $-4.0M | $8.3M | ||
| Q1 25 | $-5.0M | $1.4M | ||
| Q4 24 | $-3.3M | $4.7M | ||
| Q3 24 | $-2.2M | $2.2M | ||
| Q2 24 | $-859.6K | $4.6M | ||
| Q1 24 | $-354.2K | $-8.0M |
现金转化率FLDRENT
| Q4 25 | — | -0.02× | ||
| Q3 25 | -4.47× | — | ||
| Q2 25 | -0.30× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | -6.82× | — | ||
| 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
业务分部营收拆解
FLD
| Banking And Payment Revenues | $8.4M | 92% |
| Other | $706.0K | 8% |
RENT
暂无分部数据
