vs
Innovative Eyewear Inc(LUCY)与Warby Parker Inc.(WRBY)财务数据对比。点击上方公司名可切换其他公司
Warby Parker Inc.的季度营收约是Innovative Eyewear Inc的220.8倍($212.0M vs $959.8K)。Warby Parker Inc.净利率更高(-2.8% vs -194.8%,领先192.0%)。Innovative Eyewear Inc同比增速更快(39.0% vs 11.2%)。Warby Parker Inc.自由现金流更多($8.1M vs $-1.4M)。过去两年Innovative Eyewear Inc的营收复合增速更高(58.2% vs 2.9%)
General Eyewear是一家总部位于伦敦的眼镜企业与品牌,由弗雷泽·莱恩于1990年代末创立。品牌最初名为Arckiv,主打原创眼镜设计,尤其在复古眼镜品类拥有深厚的专业积淀,是眼镜行业颇具特色的专业品牌。
Warby Parker是总部位于纽约的美国眼镜品牌零售商,主营处方眼镜、隐形眼镜及太阳镜,还提供验光服务。品牌2010年创立之初仅在线上运营,目前约三分之二的收入来自276家线下实体门店,其中271家位于美国,5家位于加拿大,品牌未来计划开设900家门店,现有消费者规模228万,客单价约263美元。
LUCY vs WRBY — 直观对比
营收规模更大
WRBY
是对方的220.8倍
$959.8K
营收增速更快
LUCY
高出27.8%
11.2%
净利率更高
WRBY
高出192.0%
-194.8%
自由现金流更多
WRBY
多$9.5M
$-1.4M
两年增速更快
LUCY
近两年复合增速
2.9%
损益表 — Q4 2025 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $959.8K | $212.0M |
| 净利润 | $-1.9M | $-6.0M |
| 毛利率 | 12.0% | 52.4% |
| 营业利润率 | — | -3.2% |
| 净利率 | -194.8% | -2.8% |
| 营收同比 | 39.0% | 11.2% |
| 净利润同比 | 12.0% | 13.4% |
| 每股收益(稀释后) | $-0.14 | $-0.06 |
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
LUCY
WRBY
| Q4 25 | $959.8K | $212.0M | ||
| Q3 25 | $668.1K | $221.7M | ||
| Q2 25 | $579.2K | $214.5M | ||
| Q1 25 | $454.5K | $223.8M | ||
| Q4 24 | $690.7K | $190.6M | ||
| Q3 24 | $253.6K | $192.4M | ||
| Q2 24 | $308.7K | $188.2M | ||
| Q1 24 | $383.5K | $200.0M |
净利润
LUCY
WRBY
| Q4 25 | $-1.9M | $-6.0M | ||
| Q3 25 | $-1.8M | $5.9M | ||
| Q2 25 | $-2.1M | $-1.8M | ||
| Q1 25 | $-1.8M | $3.5M | ||
| Q4 24 | $-2.1M | $-6.9M | ||
| Q3 24 | $-1.7M | $-4.1M | ||
| Q2 24 | $-1.9M | $-6.8M | ||
| Q1 24 | $-2.0M | $-2.7M |
毛利率
LUCY
WRBY
| Q4 25 | 12.0% | 52.4% | ||
| Q3 25 | 36.6% | 54.1% | ||
| Q2 25 | -2.2% | 53.0% | ||
| Q1 25 | 48.5% | 56.3% | ||
| Q4 24 | 13.6% | 54.1% | ||
| Q3 24 | 23.4% | 54.5% | ||
| Q2 24 | 17.9% | 56.0% | ||
| Q1 24 | 1.8% | 56.7% |
营业利润率
LUCY
WRBY
| Q4 25 | — | -3.2% | ||
| Q3 25 | — | 1.6% | ||
| Q2 25 | — | -2.1% | ||
| Q1 25 | — | 1.1% | ||
| Q4 24 | — | -4.9% | ||
| Q3 24 | — | -3.4% | ||
| Q2 24 | — | -4.8% | ||
| Q1 24 | — | -2.6% |
净利率
LUCY
WRBY
| Q4 25 | -194.8% | -2.8% | ||
| Q3 25 | -274.8% | 2.6% | ||
| Q2 25 | -363.6% | -0.8% | ||
| Q1 25 | -391.4% | 1.6% | ||
| Q4 24 | -307.8% | -3.6% | ||
| Q3 24 | -678.5% | -2.1% | ||
| Q2 24 | -631.2% | -3.6% | ||
| Q1 24 | -514.1% | -1.3% |
每股收益(稀释后)
LUCY
WRBY
| Q4 25 | $-0.14 | $-0.06 | ||
| Q3 25 | $-0.38 | $0.05 | ||
| Q2 25 | $-0.66 | $-0.01 | ||
| Q1 25 | $-0.72 | $0.03 | ||
| Q4 24 | $0.26 | $-0.06 | ||
| Q3 24 | $-0.99 | $-0.03 | ||
| Q2 24 | $-1.87 | $-0.06 | ||
| Q1 24 | $-2.59 | $-0.02 |
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 | $6.5M | $286.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $9.1M | $367.7M |
| 总资产 | $10.1M | $720.9M |
| 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
LUCY
WRBY
| Q4 25 | $6.5M | $286.4M | ||
| Q3 25 | $6.7M | $280.4M | ||
| Q2 25 | $7.6M | $286.4M | ||
| Q1 25 | $5.3M | $265.1M | ||
| Q4 24 | $2.6M | $254.2M | ||
| Q3 24 | $4.5M | $251.0M | ||
| Q2 24 | $5.9M | $238.0M | ||
| Q1 24 | $2.6M | $220.4M |
股东权益
LUCY
WRBY
| Q4 25 | $9.1M | $367.7M | ||
| Q3 25 | $10.3M | $369.6M | ||
| Q2 25 | $11.3M | $361.5M | ||
| Q1 25 | $7.5M | $354.1M | ||
| Q4 24 | $9.1M | $340.1M | ||
| Q3 24 | $10.9M | $336.8M | ||
| Q2 24 | $7.3M | $329.4M | ||
| Q1 24 | $3.9M | $316.2M |
总资产
LUCY
WRBY
| Q4 25 | $10.1M | $720.9M | ||
| Q3 25 | $11.2M | $706.9M | ||
| Q2 25 | $11.9M | $701.9M | ||
| Q1 25 | $7.9M | $682.8M | ||
| Q4 24 | $9.8M | $676.5M | ||
| Q3 24 | $11.6M | $638.0M | ||
| Q2 24 | $7.9M | $618.2M | ||
| Q1 24 | $4.8M | $592.9M |
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 | $-1.4M | $23.3M |
| 自由现金流经营现金流 - 资本支出 | $-1.4M | $8.1M |
| 自由现金流率自由现金流/营收 | -142.5% | 3.8% |
| 资本支出强度资本支出/营收 | 1.8% | 7.1% |
| 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 | — | $43.7M |
8季度趋势,按日历期对齐
经营现金流
LUCY
WRBY
| Q4 25 | $-1.4M | $23.3M | ||
| Q3 25 | $-1.5M | $18.0M | ||
| Q2 25 | $-2.1M | $40.2M | ||
| Q1 25 | $-2.3M | $29.4M | ||
| Q4 24 | $-1.9M | $19.9M | ||
| Q3 24 | $-1.4M | $27.3M | ||
| Q2 24 | $-1.9M | $31.6M | ||
| Q1 24 | $-1.5M | $19.9M |
自由现金流
LUCY
WRBY
| Q4 25 | $-1.4M | $8.1M | ||
| Q3 25 | $-1.5M | $-1.5M | ||
| Q2 25 | — | $23.9M | ||
| Q1 25 | $-2.4M | $13.2M | ||
| Q4 24 | $-2.0M | $2.2M | ||
| Q3 24 | — | $13.1M | ||
| Q2 24 | $-1.9M | $14.0M | ||
| Q1 24 | $-1.5M | $5.5M |
自由现金流率
LUCY
WRBY
| Q4 25 | -142.5% | 3.8% | ||
| Q3 25 | -226.3% | -0.7% | ||
| Q2 25 | — | 11.1% | ||
| Q1 25 | -517.4% | 5.9% | ||
| Q4 24 | -285.2% | 1.1% | ||
| Q3 24 | — | 6.8% | ||
| Q2 24 | -626.1% | 7.4% | ||
| Q1 24 | -391.1% | 2.7% |
资本支出强度
LUCY
WRBY
| Q4 25 | 1.8% | 7.1% | ||
| Q3 25 | 2.2% | 8.8% | ||
| Q2 25 | 0.0% | 7.6% | ||
| Q1 25 | 8.9% | 7.2% | ||
| Q4 24 | 3.8% | 9.3% | ||
| Q3 24 | 0.0% | 7.4% | ||
| Q2 24 | 1.1% | 9.4% | ||
| Q1 24 | 8.4% | 7.2% |
现金转化率
LUCY
WRBY
| Q4 25 | — | — | ||
| Q3 25 | — | 3.06× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 8.46× | ||
| 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
业务分部营收拆解
LUCY
暂无分部数据
WRBY
| Retail | $155.2M | 73% |
| E Commerce | $56.8M | 27% |