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Kymera Therapeutics, Inc.（KYMR）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
Kymera Therapeutics, Inc.的季度营收约是Rent the Runway, Inc.的1.1倍（$11.5M vs $10.6M），Rent the Runway, Inc.净利率更高（721.7% vs -667.6%，领先1389.3%），Rent the Runway, Inc.同比增速更快（10.4% vs -55.3%），过去两年Kymera Therapeutics, Inc.的营收复合增速更高（10.1% vs 1.0%）
Kymera Therapeutics是一家处于临床阶段的生物制药企业，专注开发创新靶向蛋白降解疗法，推进覆盖肿瘤、自身免疫、炎症类疾病领域的多元化管线，旨在攻克此前无法成药的靶点，满足全球范围的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。
KYMR vs RENT — 直观对比
营收规模更大
KYMR
是对方的1.1倍
$10.6M
营收增速更快
RENT
高出65.7%
-55.3%
净利率更高
RENT
高出1389.3%
-667.6%
两年增速更快
KYMR
近两年复合增速
1.0%
损益表 — Q2 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $11.5M | $10.6M |
| 净利润 | $-76.6M | $76.5M |
| 毛利率 | — | -126.4% |
| 营业利润率 | -736.8% | -152.8% |
| 净利率 | -667.6% | 721.7% |
| 营收同比 | -55.3% | 10.4% |
| 净利润同比 | -82.1% | 504.8% |
| 每股收益（稀释后） | $-0.95 | $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KYMRRENT
| Q4 25 | — | $10.6M | ||
| Q3 25 | — | $11.7M | ||
| Q2 25 | $11.5M | $7.6M | ||
| Q1 25 | $22.1M | $11.8M | ||
| Q4 24 | $7.4M | $9.6M | ||
| Q3 24 | — | $10.4M | ||
| Q2 24 | $25.6M | $8.9M | ||
| Q1 24 | $10.3M | $10.4M |
净利润KYMRRENT
| Q4 25 | — | $76.5M | ||
| Q3 25 | — | $-26.4M | ||
| Q2 25 | $-76.6M | $-26.1M | ||
| Q1 25 | $-65.6M | $-13.4M | ||
| Q4 24 | $-70.8M | $-18.9M | ||
| Q3 24 | — | $-15.6M | ||
| Q2 24 | $-42.1M | $-22.0M | ||
| Q1 24 | $-48.6M | $-24.8M |
毛利率KYMRRENT
| 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KYMRRENT
| Q4 25 | — | -152.8% | ||
| Q3 25 | — | -171.8% | ||
| Q2 25 | -736.8% | -259.2% | ||
| Q1 25 | -336.8% | -65.3% | ||
| Q4 24 | -1092.2% | -142.7% | ||
| Q3 24 | — | -92.3% | ||
| Q2 24 | -198.5% | -185.4% | ||
| Q1 24 | -562.2% | -185.6% |
净利率KYMRRENT
| Q4 25 | — | 721.7% | ||
| Q3 25 | — | -225.6% | ||
| Q2 25 | -667.6% | -343.4% | ||
| Q1 25 | -296.7% | -113.6% | ||
| Q4 24 | -956.9% | -196.9% | ||
| Q3 24 | — | -150.0% | ||
| Q2 24 | -164.0% | -247.2% | ||
| Q1 24 | -472.0% | -238.5% |
每股收益（稀释后）KYMRRENT
| Q4 25 | — | $13.65 | ||
| Q3 25 | — | $-6.55 | ||
| Q2 25 | $-0.95 | $-6.58 | ||
| Q1 25 | $-0.82 | $-2.72 | ||
| Q4 24 | $-0.89 | $-4.70 | ||
| Q3 24 | — | $-4.17 | ||
| Q2 24 | $-0.58 | $-6.03 | ||
| Q1 24 | $-0.69 | $-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 | $335.8M | $50.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $971.5M | $-35.1M |
| 总资产 | $1.1B | $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KYMRRENT
| Q4 25 | — | $50.7M | ||
| Q3 25 | — | $43.6M | ||
| Q2 25 | $335.8M | $70.4M | ||
| Q1 25 | $90.0M | $77.4M | ||
| Q4 24 | $120.3M | $74.1M | ||
| Q3 24 | — | $76.6M | ||
| Q2 24 | $67.6M | $82.0M | ||
| Q1 24 | $93.5M | $84.0M |
总债务KYMRRENT
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $340.6M | ||
| Q1 25 | — | $333.7M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益KYMRRENT
| Q4 25 | — | $-35.1M | ||
| Q3 25 | — | $-232.1M | ||
| Q2 25 | $971.5M | $-207.1M | ||
| Q1 25 | $786.2M | $-182.5M | ||
| Q4 24 | $835.6M | $-171.2M | ||
| Q3 24 | — | $-154.5M | ||
| Q2 24 | $684.9M | $-141.3M | ||
| Q1 24 | $711.2M | $-122.3M |
总资产KYMRRENT
| Q4 25 | — | $231.0M | ||
| Q3 25 | — | $219.0M | ||
| Q2 25 | $1.1B | $245.3M | ||
| Q1 25 | $918.3M | $240.0M | ||
| Q4 24 | $978.0M | $251.6M | ||
| Q3 24 | — | $257.4M | ||
| Q2 24 | $826.0M | $278.4M | ||
| Q1 24 | $868.3M | $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 | $-59.9M | $-1.4M |
| 自由现金流经营现金流 - 资本支出 | $-60.6M | — |
| 自由现金流率自由现金流/营收 | -527.9% | — |
| 资本支出强度资本支出/营收 | 6.1% | — |
| 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 | $-250.5M | — |
8季度趋势，按日历期对齐
经营现金流KYMRRENT
| Q4 25 | — | $-1.4M | ||
| Q3 25 | — | $-10.5M | ||
| Q2 25 | $-59.9M | $8.3M | ||
| Q1 25 | $-79.2M | $1.4M | ||
| Q4 24 | $-61.8M | $4.7M | ||
| Q3 24 | — | $2.2M | ||
| Q2 24 | $-42.9M | $4.6M | ||
| Q1 24 | $-39.6M | $-8.0M |
自由现金流KYMRRENT
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $-60.6M | — | ||
| Q1 25 | $-79.6M | — | ||
| Q4 24 | $-62.7M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $-47.6M | — | ||
| Q1 24 | $-47.0M | — |
自由现金流率KYMRRENT
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | -527.9% | — | ||
| Q1 25 | -360.3% | — | ||
| Q4 24 | -848.3% | — | ||
| Q3 24 | — | — | ||
| Q2 24 | -185.7% | — | ||
| Q1 24 | -456.8% | — |
资本支出强度KYMRRENT
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 6.1% | — | ||
| Q1 25 | 2.1% | — | ||
| Q4 24 | 12.7% | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 18.3% | — | ||
| Q1 24 | 72.0% | — |
现金转化率KYMRRENT
| 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
