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LENSAR, Inc.(LNSR)与Rumble Inc.(RUM)财务数据对比。点击上方公司名可切换其他公司
Rumble Inc.的季度营收约是LENSAR, Inc.的1.9倍($27.1M vs $14.3M),LENSAR, Inc.净利率更高(-10.2% vs -120.8%,领先110.6%),LENSAR, Inc.同比增速更快(-3.3% vs -10.5%),过去两年LENSAR, Inc.的营收复合增速更高(28.8% vs 15.2%)
LENSAR, Inc.是一家专注于眼科手术设备研发与商业化的医疗科技企业,主打搭载增强现实技术的高精度白内障手术、屈光晶体置换手术系统,产品销往全球多地的眼科诊所、手术中心及医院。
Rumble Inc.是一家加美跨国企业,主营在线视频平台、网络托管及云服务,总部位于加拿大多伦多,美国总部设在佛罗里达州朗博特基。公司由加拿大科技创业者克里斯·帕夫洛夫斯基于2013年创立,云服务板块为Truth Social提供托管支持,其视频平台在美国保守派及极右翼用户群体中广受欢迎,属于“另类科技”阵营。
LNSR vs RUM — 直观对比
营收规模更大
RUM
是对方的1.9倍
$14.3M
营收增速更快
LNSR
高出7.2%
-10.5%
净利率更高
LNSR
高出110.6%
-120.8%
两年增速更快
LNSR
近两年复合增速
15.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $14.3M | $27.1M |
| 净利润 | $-1.5M | $-32.7M |
| 毛利率 | 36.6% | 5.5% |
| 营业利润率 | -34.3% | -131.1% |
| 净利率 | -10.2% | -120.8% |
| 营收同比 | -3.3% | -10.5% |
| 净利润同比 | 92.2% | 86.2% |
| 每股收益(稀释后) | $-0.09 | $-0.13 |
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
LNSR
RUM
| Q4 25 | $14.3M | $27.1M | ||
| Q3 25 | $12.8M | $24.8M | ||
| Q2 25 | $12.3M | — | ||
| Q1 25 | $12.3M | $23.7M | ||
| Q4 24 | $14.8M | $30.2M | ||
| Q3 24 | $11.8M | $25.1M | ||
| Q2 24 | $10.7M | $22.5M | ||
| Q1 24 | $8.6M | $17.7M |
净利润
LNSR
RUM
| Q4 25 | $-1.5M | $-32.7M | ||
| Q3 25 | $-3.7M | $-16.3M | ||
| Q2 25 | $-1.8M | — | ||
| Q1 25 | $-27.3M | $-2.7M | ||
| Q4 24 | $-18.7M | $-236.8M | ||
| Q3 24 | $-1.5M | $-31.5M | ||
| Q2 24 | $-9.0M | $-26.8M | ||
| Q1 24 | $-2.2M | $-43.3M |
毛利率
LNSR
RUM
| Q4 25 | 36.6% | 5.5% | ||
| Q3 25 | 35.1% | -1.8% | ||
| Q2 25 | 43.8% | — | ||
| Q1 25 | 42.7% | -26.7% | ||
| Q4 24 | 35.1% | -14.2% | ||
| Q3 24 | 38.4% | -45.4% | ||
| Q2 24 | 45.5% | -58.8% | ||
| Q1 24 | 43.0% | -79.5% |
营业利润率
LNSR
RUM
| Q4 25 | -34.3% | -131.1% | ||
| Q3 25 | -59.4% | -113.6% | ||
| Q2 25 | -51.2% | — | ||
| Q1 25 | -47.2% | -153.5% | ||
| Q4 24 | -8.7% | -80.1% | ||
| Q3 24 | -10.5% | -131.0% | ||
| Q2 24 | -49.4% | -172.7% | ||
| Q1 24 | -33.0% | -197.4% |
净利率
LNSR
RUM
| Q4 25 | -10.2% | -120.8% | ||
| Q3 25 | -29.1% | -65.7% | ||
| Q2 25 | -14.4% | — | ||
| Q1 25 | -222.8% | -11.2% | ||
| Q4 24 | -126.2% | -783.2% | ||
| Q3 24 | -12.7% | -125.9% | ||
| Q2 24 | -84.6% | -119.2% | ||
| Q1 24 | -25.0% | -244.1% |
每股收益(稀释后)
LNSR
RUM
| Q4 25 | $-0.09 | $-0.13 | ||
| Q3 25 | $-0.31 | $-0.06 | ||
| Q2 25 | $-0.15 | — | ||
| Q1 25 | $-2.32 | $-0.01 | ||
| Q4 24 | $-1.62 | $-1.17 | ||
| Q3 24 | $-0.13 | $-0.15 | ||
| Q2 24 | $-0.79 | $-0.13 | ||
| Q1 24 | $-0.19 | $-0.21 |
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 | $18.0M | $237.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-26.0M | $274.8M |
| 总资产 | $71.4M | $336.8M |
| 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
LNSR
RUM
| Q4 25 | $18.0M | $237.9M | ||
| Q3 25 | $16.9M | $269.8M | ||
| Q2 25 | $20.3M | — | ||
| Q1 25 | $25.2M | $301.3M | ||
| Q4 24 | $22.5M | $114.0M | ||
| Q3 24 | $18.1M | $132.0M | ||
| Q2 24 | $14.2M | $154.2M | ||
| Q1 24 | $17.9M | $183.8M |
股东权益
LNSR
RUM
| Q4 25 | $-26.0M | $274.8M | ||
| Q3 25 | $-25.9M | $302.2M | ||
| Q2 25 | $-23.1M | — | ||
| Q1 25 | $-22.1M | $339.6M | ||
| Q4 24 | $4.9M | $-63.1M | ||
| Q3 24 | $22.7M | $166.1M | ||
| Q2 24 | $23.6M | $192.7M | ||
| Q1 24 | $31.8M | $210.7M |
总资产
LNSR
RUM
| Q4 25 | $71.4M | $336.8M | ||
| Q3 25 | $70.2M | $367.2M | ||
| Q2 25 | $70.4M | — | ||
| Q1 25 | $73.0M | $391.1M | ||
| Q4 24 | $66.3M | $195.3M | ||
| Q3 24 | $62.0M | $217.2M | ||
| Q2 24 | $61.4M | $243.2M | ||
| Q1 24 | $66.1M | $263.0M |
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 | $618.0K | $-29.4M |
| 自由现金流经营现金流 - 资本支出 | — | $-31.7M |
| 自由现金流率自由现金流/营收 | — | -117.2% |
| 资本支出强度资本支出/营收 | 0.0% | 8.5% |
| 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 | — | $-70.8M |
8季度趋势,按日历期对齐
经营现金流
LNSR
RUM
| Q4 25 | $618.0K | $-29.4M | ||
| Q3 25 | $-3.5M | $-10.6M | ||
| Q2 25 | $-5.0M | — | ||
| Q1 25 | $-6.9M | $-14.5M | ||
| Q4 24 | $3.7M | $-12.4M | ||
| Q3 24 | $3.2M | $-19.1M | ||
| Q2 24 | $-3.8M | $-21.7M | ||
| Q1 24 | $-5.3M | $-33.9M |
自由现金流
LNSR
RUM
| Q4 25 | — | $-31.7M | ||
| Q3 25 | — | $-12.0M | ||
| Q2 25 | $-5.1M | — | ||
| Q1 25 | $-6.9M | $-14.6M | ||
| Q4 24 | $3.7M | $-12.4M | ||
| Q3 24 | $3.1M | $-19.9M | ||
| Q2 24 | $-3.9M | $-23.1M | ||
| Q1 24 | $-5.3M | $-34.3M |
自由现金流率
LNSR
RUM
| Q4 25 | — | -117.2% | ||
| Q3 25 | — | -48.6% | ||
| Q2 25 | -41.3% | — | ||
| Q1 25 | -56.6% | -61.7% | ||
| Q4 24 | 24.7% | -40.9% | ||
| Q3 24 | 26.5% | -79.5% | ||
| Q2 24 | -36.4% | -102.8% | ||
| Q1 24 | -61.6% | -193.3% |
资本支出强度
LNSR
RUM
| Q4 25 | 0.0% | 8.5% | ||
| Q3 25 | 0.0% | 5.7% | ||
| Q2 25 | 0.6% | — | ||
| Q1 25 | 0.0% | 0.6% | ||
| Q4 24 | 0.0% | 0.1% | ||
| Q3 24 | 0.2% | 3.4% | ||
| Q2 24 | 1.1% | 6.1% | ||
| Q1 24 | 0.2% | 2.4% |
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
LNSR
| Products | $12.7M | 89% |
| Services | $1.6M | 11% |
RUM
| Audience Monetization | $23.8M | 88% |
| Other Initiatives | $3.3M | 12% |