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高途（GOTU）与Nerdy Inc.（NRDY）财务数据对比。点击上方公司名可切换其他公司
高途的季度营收约是Nerdy Inc.的15.6倍（$767.1M vs $49.1M）。过去两年高途的营收复合增速更高（141.9% vs -4.4%）
高途教育是中国一家教育科技企业，成立于2014年，核心业务包括K12阶段学生的在线辅导，同时也面向成人开设外语学习与职业培训类课程，跟谁学是其旗下核心在线教育平台。
Nerdy Inc.是总部位于美国的知名教育科技企业，旗下运营Varsity Tutors等在线学习平台，提供一对一实时辅导、点播课程、备考资源及技能培训内容，服务K12学生、高校学习者及职场人士，覆盖多类学业与职业能力提升需求。
GOTU vs NRDY — 直观对比
营收规模更大
GOTU
是对方的15.6倍
$49.1M
两年增速更快
GOTU
近两年复合增速
-4.4%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $767.1M | $49.1M |
| 净利润 | — | $-9.2M |
| 毛利率 | — | 51.0% |
| 营业利润率 | — | -28.3% |
| 净利率 | — | -18.8% |
| 营收同比 | — | 2.3% |
| 净利润同比 | — | 8.9% |
| 每股收益（稀释后） | — | $-0.07 |
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GOTUNRDY
| Q4 25 | $767.1M | $49.1M | ||
| Q3 25 | $221.8M | $37.0M | ||
| Q2 25 | $194.0M | $45.3M | ||
| Q1 25 | $205.7M | $47.6M | ||
| Q4 24 | $318.7M | $48.0M | ||
| Q3 24 | $172.2M | $37.5M | ||
| Q2 24 | $139.0M | $51.0M | ||
| Q1 24 | $131.1M | $53.7M |
净利润GOTUNRDY
| Q4 25 | — | $-9.2M | ||
| Q3 25 | $-20.7M | $-12.3M | ||
| Q2 25 | $-30.2M | $-7.9M | ||
| Q1 25 | — | $-10.5M | ||
| Q4 24 | — | $-10.1M | ||
| Q3 24 | — | $-15.9M | ||
| Q2 24 | $-59.1M | $-9.1M | ||
| Q1 24 | $-1.7M | $-7.4M |
毛利率GOTUNRDY
| Q4 25 | — | 51.0% | ||
| Q3 25 | 66.1% | 62.9% | ||
| Q2 25 | 66.0% | 61.5% | ||
| Q1 25 | 69.7% | 58.0% | ||
| Q4 24 | — | 66.6% | ||
| Q3 24 | 64.4% | 70.5% | ||
| Q2 24 | 69.0% | 65.7% | ||
| Q1 24 | 71.3% | 68.0% |
营业利润率GOTUNRDY
| Q4 25 | — | -28.3% | ||
| Q3 25 | -11.3% | -51.5% | ||
| Q2 25 | -17.4% | -27.1% | ||
| Q1 25 | — | -34.8% | ||
| Q4 24 | — | -34.0% | ||
| Q3 24 | — | -68.5% | ||
| Q2 24 | -46.0% | -29.9% | ||
| Q1 24 | -8.2% | -23.9% |
净利率GOTUNRDY
| Q4 25 | — | -18.8% | ||
| Q3 25 | -9.3% | -33.2% | ||
| Q2 25 | -15.5% | -17.4% | ||
| Q1 25 | — | -22.1% | ||
| Q4 24 | — | -21.1% | ||
| Q3 24 | — | -42.4% | ||
| Q2 24 | -42.5% | -17.8% | ||
| Q1 24 | -1.3% | -13.9% |
每股收益（稀释后）GOTUNRDY
| Q4 25 | — | $-0.07 | ||
| Q3 25 | — | $-0.10 | ||
| Q2 25 | — | $-0.07 | ||
| Q1 25 | — | $-0.09 | ||
| Q4 24 | — | $-0.09 | ||
| Q3 24 | — | $-0.14 | ||
| Q2 24 | — | $-0.08 | ||
| Q1 24 | — | $-0.07 |
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 | $596.2M | $47.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.3B | $19.0M |
| 总资产 | $6.2B | $76.2M |
| 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GOTUNRDY
| Q4 25 | $596.2M | $47.9M | ||
| Q3 25 | $318.7M | $32.7M | ||
| Q2 25 | $814.4M | $36.7M | ||
| Q1 25 | $1.0B | $44.9M | ||
| Q4 24 | $433.8M | $52.5M | ||
| Q3 24 | $855.8M | $65.0M | ||
| Q2 24 | $1.4B | $69.8M | ||
| Q1 24 | $1.2B | $77.0M |
股东权益GOTUNRDY
| Q4 25 | $1.3B | $19.0M | ||
| Q3 25 | $1.4B | $24.3M | ||
| Q2 25 | $1.6B | $31.8M | ||
| Q1 25 | $1.9B | $34.4M | ||
| Q4 24 | $264.9M | $39.5M | ||
| Q3 24 | $2.1B | $43.3M | ||
| Q2 24 | $2.7B | $52.2M | ||
| Q1 24 | $3.1B | $52.8M |
总资产GOTUNRDY
| Q4 25 | $6.2B | $76.2M | ||
| Q3 25 | $5.1B | $70.4M | ||
| Q2 25 | $5.9B | $73.7M | ||
| Q1 25 | $5.2B | $83.0M | ||
| Q4 24 | $798.4M | $92.5M | ||
| Q3 24 | $5.2B | $106.8M | ||
| Q2 24 | $5.8B | $111.3M | ||
| Q1 24 | $5.3B | $121.3M |
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 | — | $-2.9M |
| 自由现金流经营现金流 - 资本支出 | — | $-4.3M |
| 自由现金流率自由现金流/营收 | — | -8.7% |
| 资本支出强度资本支出/营收 | — | 2.7% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $-24.2M |
8季度趋势，按日历期对齐
经营现金流GOTUNRDY
| Q4 25 | — | $-2.9M | ||
| Q3 25 | — | $-2.4M | ||
| Q2 25 | — | $-7.0M | ||
| Q1 25 | — | $-6.4M | ||
| Q4 24 | $35.3M | $-11.3M | ||
| Q3 24 | — | $-3.1M | ||
| Q2 24 | — | $-5.6M | ||
| Q1 24 | — | $4.4M |
自由现金流GOTUNRDY
| Q4 25 | — | $-4.3M | ||
| Q3 25 | — | $-4.1M | ||
| Q2 25 | — | $-8.2M | ||
| Q1 25 | — | $-7.6M | ||
| Q4 24 | $10.9M | $-12.5M | ||
| Q3 24 | — | $-5.0M | ||
| Q2 24 | — | $-7.1M | ||
| Q1 24 | — | $2.1M |
自由现金流率GOTUNRDY
| Q4 25 | — | -8.7% | ||
| Q3 25 | — | -11.2% | ||
| Q2 25 | — | -18.1% | ||
| Q1 25 | — | -16.0% | ||
| Q4 24 | 3.4% | -26.0% | ||
| Q3 24 | — | -13.3% | ||
| Q2 24 | — | -14.0% | ||
| Q1 24 | — | 4.0% |
资本支出强度GOTUNRDY
| Q4 25 | — | 2.7% | ||
| Q3 25 | — | 4.6% | ||
| Q2 25 | — | 2.6% | ||
| Q1 25 | — | 2.5% | ||
| Q4 24 | 7.7% | 2.4% | ||
| Q3 24 | — | 5.2% | ||
| Q2 24 | — | 3.0% | ||
| Q1 24 | — | 4.1% |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
