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Invivyd, Inc.（IVVD）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
Invivyd, Inc.的季度营收约是Rent the Runway, Inc.的1.6倍（$17.2M vs $10.6M），Rent the Runway, Inc.净利率更高（721.7% vs -64.3%，领先786.0%），Invivyd, Inc.同比增速更快（24.5% vs 10.4%）
Invivyd, Inc.是一家处于临床阶段的生物制药企业，专注于研发可预防和治疗严重病毒性传染病的广谱中和抗体疗法，核心管线覆盖呼吸道合胞病毒等高负担呼吸道病原体，满足全球患者未被满足的医疗需求。
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。
IVVD vs RENT — 直观对比
营收规模更大
IVVD
是对方的1.6倍
$10.6M
营收增速更快
IVVD
高出14.1%
10.4%
净利率更高
RENT
高出786.0%
-64.3%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $17.2M | $10.6M |
| 净利润 | $-11.1M | $76.5M |
| 毛利率 | — | -126.4% |
| 营业利润率 | -73.0% | -152.8% |
| 净利率 | -64.3% | 721.7% |
| 营收同比 | 24.5% | 10.4% |
| 净利润同比 | 40.0% | 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IVVDRENT
| Q4 25 | $17.2M | $10.6M | ||
| Q3 25 | $13.1M | $11.7M | ||
| Q2 25 | $11.8M | $7.6M | ||
| Q1 25 | $11.3M | $11.8M | ||
| Q4 24 | $13.8M | $9.6M | ||
| Q3 24 | $9.3M | $10.4M | ||
| Q2 24 | $2.3M | $8.9M | ||
| Q1 24 | $0 | $10.4M |
净利润IVVDRENT
| Q4 25 | $-11.1M | $76.5M | ||
| Q3 25 | $-10.5M | $-26.4M | ||
| Q2 25 | $-14.7M | $-26.1M | ||
| Q1 25 | $-16.3M | $-13.4M | ||
| Q4 24 | $-18.4M | $-18.9M | ||
| Q3 24 | $-60.7M | $-15.6M | ||
| Q2 24 | $-47.2M | $-22.0M | ||
| Q1 24 | $-43.5M | $-24.8M |
毛利率IVVDRENT
| 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IVVDRENT
| Q4 25 | -73.0% | -152.8% | ||
| Q3 25 | -84.0% | -171.8% | ||
| Q2 25 | -127.8% | -259.2% | ||
| Q1 25 | -149.7% | -65.3% | ||
| Q4 24 | -139.1% | -142.7% | ||
| Q3 24 | -670.0% | -92.3% | ||
| Q2 24 | -2175.2% | -185.4% | ||
| Q1 24 | — | -185.6% |
净利率IVVDRENT
| Q4 25 | -64.3% | 721.7% | ||
| Q3 25 | -79.7% | -225.6% | ||
| Q2 25 | -124.4% | -343.4% | ||
| Q1 25 | -144.1% | -113.6% | ||
| Q4 24 | -133.5% | -196.9% | ||
| Q3 24 | -653.1% | -150.0% | ||
| Q2 24 | -2086.9% | -247.2% | ||
| Q1 24 | — | -238.5% |
每股收益（稀释后）IVVDRENT
| Q4 25 | $0.02 | $13.65 | ||
| Q3 25 | $-0.06 | $-6.55 | ||
| Q2 25 | $-0.12 | $-6.58 | ||
| Q1 25 | $-0.14 | $-2.72 | ||
| Q4 24 | $-0.14 | $-4.70 | ||
| Q3 24 | $-0.51 | $-4.17 | ||
| Q2 24 | $-0.40 | $-6.03 | ||
| Q1 24 | $-0.38 | $-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 | $226.7M | $50.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $241.5M | $-35.1M |
| 总资产 | $276.9M | $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IVVDRENT
| Q4 25 | $226.7M | $50.7M | ||
| Q3 25 | $85.0M | $43.6M | ||
| Q2 25 | $34.9M | $70.4M | ||
| Q1 25 | $48.1M | $77.4M | ||
| Q4 24 | $69.3M | $74.1M | ||
| Q3 24 | $106.9M | $76.6M | ||
| Q2 24 | $147.9M | $82.0M | ||
| Q1 24 | $189.4M | $84.0M |
总债务IVVDRENT
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $340.6M | ||
| Q1 25 | — | $333.7M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益IVVDRENT
| Q4 25 | $241.5M | $-35.1M | ||
| Q3 25 | $93.1M | $-232.1M | ||
| Q2 25 | $42.8M | $-207.1M | ||
| Q1 25 | $54.1M | $-182.5M | ||
| Q4 24 | $67.5M | $-171.2M | ||
| Q3 24 | $83.2M | $-154.5M | ||
| Q2 24 | $140.6M | $-141.3M | ||
| Q1 24 | $178.5M | $-122.3M |
总资产IVVDRENT
| Q4 25 | $276.9M | $231.0M | ||
| Q3 25 | $139.2M | $219.0M | ||
| Q2 25 | $89.1M | $245.3M | ||
| Q1 25 | $103.7M | $240.0M | ||
| Q4 24 | $129.5M | $251.6M | ||
| Q3 24 | $161.9M | $257.4M | ||
| Q2 24 | $177.3M | $278.4M | ||
| Q1 24 | $215.5M | $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 | $-15.5M | $-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 | 0.0% | — |
| 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IVVDRENT
| Q4 25 | $-15.5M | $-1.4M | ||
| Q3 25 | $-8.3M | $-10.5M | ||
| Q2 25 | $-13.3M | $8.3M | ||
| Q1 25 | $-21.1M | $1.4M | ||
| Q4 24 | $-37.6M | $4.7M | ||
| Q3 24 | $-41.1M | $2.2M | ||
| Q2 24 | $-41.6M | $4.6M | ||
| Q1 24 | $-50.2M | $-8.0M |
自由现金流IVVDRENT
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $-13.3M | — | ||
| Q1 25 | $-21.3M | — | ||
| Q4 24 | $-37.6M | — | ||
| Q3 24 | $-41.1M | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $-50.4M | — |
自由现金流率IVVDRENT
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | -112.9% | — | ||
| Q1 25 | -188.2% | — | ||
| Q4 24 | -272.2% | — | ||
| Q3 24 | -441.6% | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
资本支出强度IVVDRENT
| Q4 25 | 0.0% | — | ||
| Q3 25 | 0.0% | — | ||
| Q2 25 | 0.1% | — | ||
| Q1 25 | 1.3% | — | ||
| Q4 24 | 0.0% | — | ||
| Q3 24 | 0.1% | — | ||
| Q2 24 | 0.0% | — | ||
| Q1 24 | — | — |
现金转化率IVVDRENT
| Q4 25 | — | -0.02× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| 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
