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Lovesac Co（LOVE）与PUMA BIOTECHNOLOGY, INC.（PBYI）财务数据对比。点击上方公司名可切换其他公司
Lovesac Co的季度营收约是PUMA BIOTECHNOLOGY, INC.的2.0倍（$150.2M vs $75.5M），PUMA BIOTECHNOLOGY, INC.同比增速更快（27.7% vs 0.2%），PUMA BIOTECHNOLOGY, INC.自由现金流更多（$14.4M vs $-10.2M），过去两年PUMA BIOTECHNOLOGY, INC.的营收复合增速更高（31.3% vs -22.6%）
Lovesac是美国的家具零售商，主打拥有专利的Sactionals模块化沙发系统，该系统由可自由组合的座部、侧部模块，以及定制沙发套和相关配件组成。除模块化沙发外，品牌还销售采用独家发泡混合材料填充的袋式懒人座椅。
彪马生物技术是一家公开上市的生物制药企业，总部位于美国加利福尼亚州洛杉矶，专注于创新药物研发相关业务，在生物制药领域开展研发与商业化运营。
LOVE vs PBYI — 直观对比
营收规模更大
LOVE
是对方的2.0倍
$75.5M
营收增速更快
PBYI
高出27.5%
0.2%
自由现金流更多
PBYI
多$24.6M
$-10.2M
两年增速更快
PBYI
近两年复合增速
-22.6%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $150.2M | $75.5M |
| 净利润 | $-10.6M | — |
| 毛利率 | 56.1% | 69.3% |
| 营业利润率 | -10.5% | 22.7% |
| 净利率 | -7.0% | — |
| 营收同比 | 0.2% | 27.7% |
| 净利润同比 | -114.0% | — |
| 每股收益（稀释后） | $-0.72 | $0.26 |
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LOVEPBYI
| Q4 25 | $150.2M | $75.5M | ||
| Q3 25 | $160.5M | $54.5M | ||
| Q2 25 | $138.4M | $52.4M | ||
| Q1 25 | $241.5M | $46.0M | ||
| Q4 24 | $149.9M | $59.1M | ||
| Q3 24 | $156.6M | $80.5M | ||
| Q2 24 | $132.6M | $47.1M | ||
| Q1 24 | $250.5M | $43.8M |
净利润LOVEPBYI
| Q4 25 | $-10.6M | — | ||
| Q3 25 | $-6.7M | $8.8M | ||
| Q2 25 | $-10.8M | $5.9M | ||
| Q1 25 | $35.3M | $3.0M | ||
| Q4 24 | $-4.9M | — | ||
| Q3 24 | $-5.9M | $20.3M | ||
| Q2 24 | $-13.0M | $-4.5M | ||
| Q1 24 | $31.0M | $-4.8M |
毛利率LOVEPBYI
| Q4 25 | 56.1% | 69.3% | ||
| Q3 25 | 56.4% | 77.7% | ||
| Q2 25 | 53.7% | 76.5% | ||
| Q1 25 | 60.4% | 77.1% | ||
| Q4 24 | 58.5% | 76.4% | ||
| Q3 24 | 59.0% | 63.9% | ||
| Q2 24 | 54.3% | 77.4% | ||
| Q1 24 | 59.7% | 75.5% |
营业利润率LOVEPBYI
| Q4 25 | -10.5% | 22.7% | ||
| Q3 25 | -5.5% | 17.6% | ||
| Q2 25 | -10.8% | 12.7% | ||
| Q1 25 | 19.7% | 8.7% | ||
| Q4 24 | -5.2% | 22.6% | ||
| Q3 24 | -5.3% | 27.4% | ||
| Q2 24 | -13.5% | -4.6% | ||
| Q1 24 | 16.1% | -5.3% |
净利率LOVEPBYI
| Q4 25 | -7.0% | — | ||
| Q3 25 | -4.1% | 16.2% | ||
| Q2 25 | -7.8% | 11.2% | ||
| Q1 25 | 14.6% | 6.5% | ||
| Q4 24 | -3.3% | — | ||
| Q3 24 | -3.7% | 25.2% | ||
| Q2 24 | -9.8% | -9.6% | ||
| Q1 24 | 12.4% | -11.0% |
每股收益（稀释后）LOVEPBYI
| Q4 25 | $-0.72 | $0.26 | ||
| Q3 25 | $-0.45 | $0.17 | ||
| Q2 25 | $-0.73 | $0.12 | ||
| Q1 25 | $2.22 | $0.06 | ||
| Q4 24 | $-0.32 | $0.40 | ||
| Q3 24 | $-0.38 | $0.41 | ||
| Q2 24 | $-0.83 | $-0.09 | ||
| Q1 24 | $1.91 | $-0.10 |
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 | $23.7M | $97.5M |
| 总债务越低越好 | — | $22.7M |
| 股东权益账面价值 | $189.3M | $130.3M |
| 总资产 | $495.5M | $216.3M |
| 负债/权益比越低杠杆越低 | — | 0.17× |
8季度趋势，按日历期对齐
现金及短期投资LOVEPBYI
| Q4 25 | $23.7M | $97.5M | ||
| Q3 25 | $34.2M | $94.4M | ||
| Q2 25 | $26.9M | $96.0M | ||
| Q1 25 | $83.7M | $93.2M | ||
| Q4 24 | $61.7M | $101.0M | ||
| Q3 24 | $72.1M | $96.7M | ||
| Q2 24 | $72.4M | $96.8M | ||
| Q1 24 | $87.0M | $107.2M |
总债务LOVEPBYI
| Q4 25 | — | $22.7M | ||
| Q3 25 | — | $34.0M | ||
| Q2 25 | — | $45.3M | ||
| Q1 25 | — | $56.7M | ||
| Q4 24 | — | $68.0M | ||
| Q3 24 | — | $79.3M | ||
| Q2 24 | — | $90.7M | ||
| Q1 24 | — | $102.0M |
股东权益LOVEPBYI
| Q4 25 | $189.3M | $130.3M | ||
| Q3 25 | $197.5M | $115.3M | ||
| Q2 25 | $201.2M | $104.7M | ||
| Q1 25 | $216.4M | $97.1M | ||
| Q4 24 | $196.5M | $92.1M | ||
| Q3 24 | $202.1M | $71.1M | ||
| Q2 24 | $205.3M | $48.5M | ||
| Q1 24 | $217.5M | $51.0M |
总资产LOVEPBYI
| Q4 25 | $495.5M | $216.3M | ||
| Q3 25 | $493.7M | $202.9M | ||
| Q2 25 | $483.7M | $194.9M | ||
| Q1 25 | $532.3M | $196.2M | ||
| Q4 24 | $499.7M | $213.3M | ||
| Q3 24 | $481.1M | $220.7M | ||
| Q2 24 | $477.2M | $205.0M | ||
| Q1 24 | $482.2M | $214.1M |
负债/权益比LOVEPBYI
| Q4 25 | — | 0.17× | ||
| Q3 25 | — | 0.30× | ||
| Q2 25 | — | 0.43× | ||
| Q1 25 | — | 0.58× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 1.12× | ||
| Q2 24 | — | 1.87× | ||
| Q1 24 | — | 2.00× |
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 | $-4.9M | $14.4M |
| 自由现金流经营现金流 - 资本支出 | $-10.2M | $14.4M |
| 自由现金流率自由现金流/营收 | -6.8% | 19.1% |
| 资本支出强度资本支出/营收 | 3.5% | 0.0% |
| 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 | $-13.6M | $41.7M |
8季度趋势，按日历期对齐
经营现金流LOVEPBYI
| Q4 25 | $-4.9M | $14.4M | ||
| Q3 25 | $12.2M | $9.7M | ||
| Q2 25 | $-41.4M | $14.1M | ||
| Q1 25 | $44.0M | $3.6M | ||
| Q4 24 | $-4.2M | $15.6M | ||
| Q3 24 | $6.2M | $11.0M | ||
| Q2 24 | $-7.0M | $1.0M | ||
| Q1 24 | $56.3M | $11.2M |
自由现金流LOVEPBYI
| Q4 25 | $-10.2M | $14.4M | ||
| Q3 25 | $7.8M | $9.7M | ||
| Q2 25 | $-50.0M | $14.1M | ||
| Q1 25 | $38.7M | $3.6M | ||
| Q4 24 | $-6.6M | $15.6M | ||
| Q3 24 | $119.0K | $11.0M | ||
| Q2 24 | $-14.3M | $1.0M | ||
| Q1 24 | $49.5M | — |
自由现金流率LOVEPBYI
| Q4 25 | -6.8% | 19.1% | ||
| Q3 25 | 4.9% | 17.7% | ||
| Q2 25 | -36.1% | 26.8% | ||
| Q1 25 | 16.0% | 7.7% | ||
| Q4 24 | -4.4% | 26.4% | ||
| Q3 24 | 0.1% | 13.7% | ||
| Q2 24 | -10.8% | 2.1% | ||
| Q1 24 | 19.8% | — |
资本支出强度LOVEPBYI
| Q4 25 | 3.5% | 0.0% | ||
| Q3 25 | 2.7% | 0.0% | ||
| Q2 25 | 6.2% | 0.0% | ||
| Q1 25 | 2.2% | 0.1% | ||
| Q4 24 | 1.6% | 0.0% | ||
| Q3 24 | 3.9% | 0.0% | ||
| Q2 24 | 5.5% | 0.0% | ||
| Q1 24 | 2.7% | 0.0% |
现金转化率LOVEPBYI
| Q4 25 | — | — | ||
| Q3 25 | — | 1.10× | ||
| Q2 25 | — | 2.41× | ||
| Q1 25 | 1.25× | 1.21× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.54× | ||
| Q2 24 | — | — | ||
| Q1 24 | 1.82× | — |
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
LOVE
| Showrooms | $102.7M | 68% |
| Internet | $37.3M | 25% |
| Other | $10.2M | 7% |
PBYI
暂无分部数据
