vs
FOX FACTORY HOLDING CORP(FOXF)与Reddit, Inc.(RDDT)财务数据对比。点击上方公司名可切换其他公司
Reddit, Inc.的季度营收约是FOX FACTORY HOLDING CORP的1.9倍($725.6M vs $376.4M),Reddit, Inc.净利率更高(34.7% vs -0.2%,领先34.8%),Reddit, Inc.同比增速更快(69.7% vs 4.8%),Reddit, Inc.自由现金流更多($263.6M vs $-2.5M),过去两年Reddit, Inc.的营收复合增速更高(72.8% vs 6.4%)
福克斯工厂控股公司是一家美国企业,旗下最知名的产品为Fox Racing Shox品牌的越野赛车减震悬挂部件,该品牌在越野改装和赛车领域拥有较高知名度,深受越野运动爱好者与专业赛车队伍的认可。
Reddit是美国知名的社交新闻聚合与论坛类社交媒体平台,注册用户可发布链接、文字帖、图片、视频等各类内容,其他用户可对内容进行点赞或点踩,内容按主题归类到用户创建的子板块中,获赞更高的内容会排在板块前列,热度足够的内容还将展示在全站首页。
FOXF vs RDDT — 直观对比
营收规模更大
RDDT
是对方的1.9倍
$376.4M
营收增速更快
RDDT
高出64.9%
4.8%
净利率更高
RDDT
高出34.8%
-0.2%
自由现金流更多
RDDT
多$266.1M
$-2.5M
两年增速更快
RDDT
近两年复合增速
6.4%
损益表 — Q3 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $376.4M | $725.6M |
| 净利润 | $-634.0K | $251.6M |
| 毛利率 | 30.4% | 91.9% |
| 营业利润率 | 4.0% | 31.9% |
| 净利率 | -0.2% | 34.7% |
| 营收同比 | 4.8% | 69.7% |
| 净利润同比 | -113.3% | 254.2% |
| 每股收益(稀释后) | $-0.02 | $1.24 |
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
FOXF
RDDT
| Q4 25 | $376.4M | $725.6M | ||
| Q3 25 | $374.9M | $584.9M | ||
| Q2 25 | $355.0M | $499.6M | ||
| Q1 25 | $352.8M | $392.4M | ||
| Q4 24 | — | $427.7M | ||
| Q3 24 | $359.1M | $348.4M | ||
| Q2 24 | $348.5M | $281.2M | ||
| Q1 24 | $333.5M | $243.0M |
净利润
FOXF
RDDT
| Q4 25 | $-634.0K | $251.6M | ||
| Q3 25 | $2.7M | $162.7M | ||
| Q2 25 | $-259.7M | $89.3M | ||
| Q1 25 | $-141.0K | $26.2M | ||
| Q4 24 | — | $71.0M | ||
| Q3 24 | $4.8M | $29.9M | ||
| Q2 24 | $5.4M | $-10.1M | ||
| Q1 24 | $-3.5M | $-575.1M |
毛利率
FOXF
RDDT
| Q4 25 | 30.4% | 91.9% | ||
| Q3 25 | 31.2% | 91.0% | ||
| Q2 25 | 30.9% | 90.8% | ||
| Q1 25 | 28.9% | 90.5% | ||
| Q4 24 | — | 92.6% | ||
| Q3 24 | 29.9% | 90.1% | ||
| Q2 24 | 31.8% | 89.5% | ||
| Q1 24 | 30.9% | 88.6% |
营业利润率
FOXF
RDDT
| Q4 25 | 4.0% | 31.9% | ||
| Q3 25 | 4.9% | 23.7% | ||
| Q2 25 | -70.6% | 13.6% | ||
| Q1 25 | 3.2% | 1.0% | ||
| Q4 24 | — | 12.4% | ||
| Q3 24 | 5.2% | 2.0% | ||
| Q2 24 | 5.3% | -11.0% | ||
| Q1 24 | 2.7% | -242.5% |
净利率
FOXF
RDDT
| Q4 25 | -0.2% | 34.7% | ||
| Q3 25 | 0.7% | 27.8% | ||
| Q2 25 | -73.1% | 17.9% | ||
| Q1 25 | -0.0% | 6.7% | ||
| Q4 24 | — | 16.6% | ||
| Q3 24 | 1.3% | 8.6% | ||
| Q2 24 | 1.6% | -3.6% | ||
| Q1 24 | -1.0% | -236.7% |
每股收益(稀释后)
FOXF
RDDT
| Q4 25 | $-0.02 | $1.24 | ||
| Q3 25 | $0.07 | $0.80 | ||
| Q2 25 | $-6.23 | $0.45 | ||
| Q1 25 | $0.00 | $0.13 | ||
| Q4 24 | — | $4.76 | ||
| Q3 24 | $0.11 | $0.16 | ||
| Q2 24 | $0.13 | $-0.06 | ||
| Q1 24 | $-0.08 | $-8.19 |
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 | — | $953.6M |
| 总债务越低越好 | $536.7M | — |
| 股东权益账面价值 | $956.0M | $2.9B |
| 总资产 | $2.0B | $3.2B |
| 负债/权益比越低杠杆越低 | 0.56× | — |
8季度趋势,按日历期对齐
现金及短期投资
FOXF
RDDT
| Q4 25 | — | $953.6M | ||
| Q3 25 | — | $911.7M | ||
| Q2 25 | — | $734.1M | ||
| Q1 25 | $71.7M | $635.7M | ||
| Q4 24 | — | $562.1M | ||
| Q3 24 | — | $515.9M | ||
| Q2 24 | — | $468.0M | ||
| Q1 24 | — | $968.5M |
总债务
FOXF
RDDT
| Q4 25 | $536.7M | — | ||
| Q3 25 | $541.8M | — | ||
| Q2 25 | $546.9M | — | ||
| Q1 25 | $552.1M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $558.4M | — | ||
| Q2 24 | $564.1M | — | ||
| Q1 24 | $370.4M | — |
股东权益
FOXF
RDDT
| Q4 25 | $956.0M | $2.9B | ||
| Q3 25 | $958.7M | $2.6B | ||
| Q2 25 | $939.9M | $2.4B | ||
| Q1 25 | $1.2B | $2.2B | ||
| Q4 24 | — | $2.1B | ||
| Q3 24 | $1.2B | $2.0B | ||
| Q2 24 | $1.2B | $1.9B | ||
| Q1 24 | $1.2B | $1.8B |
总资产
FOXF
RDDT
| Q4 25 | $2.0B | $3.2B | ||
| Q3 25 | $2.0B | $2.9B | ||
| Q2 25 | $1.9B | $2.6B | ||
| Q1 25 | $2.2B | $2.4B | ||
| Q4 24 | — | $2.3B | ||
| Q3 24 | $2.3B | $2.2B | ||
| Q2 24 | $2.3B | $2.1B | ||
| Q1 24 | $2.2B | $2.0B |
负债/权益比
FOXF
RDDT
| Q4 25 | 0.56× | — | ||
| Q3 25 | 0.57× | — | ||
| Q2 25 | 0.58× | — | ||
| Q1 25 | 0.46× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.47× | — | ||
| Q2 24 | 0.47× | — | ||
| Q1 24 | 0.31× | — |
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 | $5.3M | $266.8M |
| 自由现金流经营现金流 - 资本支出 | $-2.5M | $263.6M |
| 自由现金流率自由现金流/营收 | -0.7% | 36.3% |
| 资本支出强度资本支出/营收 | 2.1% | 0.4% |
| 现金转化率经营现金流/净利润 | — | 1.06× |
| 过去12个月自由现金流最近4个季度 | $85.4M | $684.2M |
8季度趋势,按日历期对齐
经营现金流
FOXF
RDDT
| Q4 25 | $5.3M | $266.8M | ||
| Q3 25 | $36.8M | $185.2M | ||
| Q2 25 | $680.0K | $111.3M | ||
| Q1 25 | $81.7M | $127.6M | ||
| Q4 24 | — | $90.0M | ||
| Q3 24 | $14.1M | $71.6M | ||
| Q2 24 | $26.7M | $28.4M | ||
| Q1 24 | $9.4M | $32.1M |
自由现金流
FOXF
RDDT
| Q4 25 | $-2.5M | $263.6M | ||
| Q3 25 | $24.6M | $183.1M | ||
| Q2 25 | $-6.5M | $110.8M | ||
| Q1 25 | $69.8M | $126.6M | ||
| Q4 24 | — | $89.2M | ||
| Q3 24 | $3.2M | $70.3M | ||
| Q2 24 | $15.4M | $27.2M | ||
| Q1 24 | $-555.0K | $29.2M |
自由现金流率
FOXF
RDDT
| Q4 25 | -0.7% | 36.3% | ||
| Q3 25 | 6.6% | 31.3% | ||
| Q2 25 | -1.8% | 22.2% | ||
| Q1 25 | 19.8% | 32.3% | ||
| Q4 24 | — | 20.8% | ||
| Q3 24 | 0.9% | 20.2% | ||
| Q2 24 | 4.4% | 9.7% | ||
| Q1 24 | -0.2% | 12.0% |
资本支出强度
FOXF
RDDT
| Q4 25 | 2.1% | 0.4% | ||
| Q3 25 | 3.3% | 0.4% | ||
| Q2 25 | 2.0% | 0.1% | ||
| Q1 25 | 3.4% | 0.2% | ||
| Q4 24 | — | 0.2% | ||
| Q3 24 | 3.0% | 0.4% | ||
| Q2 24 | 3.2% | 0.4% | ||
| Q1 24 | 3.0% | 1.2% |
现金转化率
FOXF
RDDT
| Q4 25 | — | 1.06× | ||
| Q3 25 | 13.41× | 1.14× | ||
| Q2 25 | — | 1.25× | ||
| Q1 25 | — | 4.88× | ||
| Q4 24 | — | 1.27× | ||
| Q3 24 | 2.94× | 2.40× | ||
| Q2 24 | 4.94× | — | ||
| 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
FOXF
| Specialty Sports Group | $132.7M | 35% |
| Powered Vehicles Group | $125.9M | 33% |
| Aftermarket Applications Group | $117.8M | 31% |
RDDT
| Advertising | $689.7M | 95% |
| Other Revenue | $35.9M | 5% |