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Lulu's Fashion Lounge Holdings, Inc.（LVLU）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
PUMA BIOTECHNOLOGY, INC.的季度营收约是Lulu's Fashion Lounge Holdings, Inc.的1.1倍（$75.5M vs $66.1M），PUMA BIOTECHNOLOGY, INC.同比增速更快（27.7% vs -11.8%），PUMA BIOTECHNOLOGY, INC.自由现金流更多（$14.4M vs $-2.6M），过去两年PUMA BIOTECHNOLOGY, INC.的营收复合增速更高（31.3% vs -14.7%）
Lulu's Fashion Lounge Holdings是一家采用直售模式的女性时尚零售商，主要面向Z世代与千禧一代消费者，提供高性价比的潮流服饰、鞋履及配饰，核心市场为北美，以电商平台为核心销售渠道，同时开设少量快闪店优化消费者体验。
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。
LVLU vs PBYI — 直观对比
营收规模更大
PBYI
是对方的1.1倍
$66.1M
营收增速更快
PBYI
高出39.5%
-11.8%
自由现金流更多
PBYI
多$16.9M
$-2.6M
两年增速更快
PBYI
近两年复合增速
-14.7%
损益表 — Q4 FY2024 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $66.1M | $75.5M |
| 净利润 | $-31.9M | — |
| 毛利率 | 37.9% | 69.3% |
| 营业利润率 | -52.8% | 22.7% |
| 净利率 | -48.2% | — |
| 营收同比 | -11.8% | 27.7% |
| 净利润同比 | -340.9% | — |
| 每股收益（稀释后） | $-13.46 | $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LVLUPBYI
| Q4 25 | — | $75.5M | ||
| Q3 25 | — | $54.5M | ||
| Q2 25 | — | $52.4M | ||
| Q1 25 | — | $46.0M | ||
| Q4 24 | $66.1M | $59.1M | ||
| Q3 24 | $80.5M | $80.5M | ||
| Q2 24 | $92.0M | $47.1M | ||
| Q1 24 | $77.3M | $43.8M |
净利润LVLUPBYI
| Q4 25 | — | — | ||
| Q3 25 | — | $8.8M | ||
| Q2 25 | — | $5.9M | ||
| Q1 25 | — | $3.0M | ||
| Q4 24 | $-31.9M | — | ||
| Q3 24 | $-6.9M | $20.3M | ||
| Q2 24 | $-10.8M | $-4.5M | ||
| Q1 24 | $-5.7M | $-4.8M |
毛利率LVLUPBYI
| Q4 25 | — | 69.3% | ||
| Q3 25 | — | 77.7% | ||
| Q2 25 | — | 76.5% | ||
| Q1 25 | — | 77.1% | ||
| Q4 24 | 37.9% | 76.4% | ||
| Q3 24 | 38.1% | 63.9% | ||
| Q2 24 | 45.5% | 77.4% | ||
| Q1 24 | 42.3% | 75.5% |
营业利润率LVLUPBYI
| Q4 25 | — | 22.7% | ||
| Q3 25 | — | 17.6% | ||
| Q2 25 | — | 12.7% | ||
| Q1 25 | — | 8.7% | ||
| Q4 24 | -52.8% | 22.6% | ||
| Q3 24 | -8.5% | 27.4% | ||
| Q2 24 | -4.9% | -4.6% | ||
| Q1 24 | -8.0% | -5.3% |
净利率LVLUPBYI
| Q4 25 | — | — | ||
| Q3 25 | — | 16.2% | ||
| Q2 25 | — | 11.2% | ||
| Q1 25 | — | 6.5% | ||
| Q4 24 | -48.2% | — | ||
| Q3 24 | -8.5% | 25.2% | ||
| Q2 24 | -11.7% | -9.6% | ||
| Q1 24 | -7.4% | -11.0% |
每股收益（稀释后）LVLUPBYI
| Q4 25 | — | $0.26 | ||
| Q3 25 | — | $0.17 | ||
| Q2 25 | — | $0.12 | ||
| Q1 25 | — | $0.06 | ||
| Q4 24 | $-13.46 | $0.40 | ||
| Q3 24 | $-2.47 | $0.41 | ||
| Q2 24 | $-3.92 | $-0.09 | ||
| Q1 24 | $-0.15 | $-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 | $4.5M | $97.5M |
| 总债务越低越好 | — | $22.7M |
| 股东权益账面价值 | $13.4M | $130.3M |
| 总资产 | $108.2M | $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LVLUPBYI
| Q4 25 | — | $97.5M | ||
| Q3 25 | — | $94.4M | ||
| Q2 25 | — | $96.0M | ||
| Q1 25 | — | $93.2M | ||
| Q4 24 | $4.5M | $101.0M | ||
| Q3 24 | $6.3M | $96.7M | ||
| Q2 24 | $1.8M | $96.8M | ||
| Q1 24 | $5.5M | $107.2M |
总债务LVLUPBYI
| 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LVLUPBYI
| Q4 25 | — | $130.3M | ||
| Q3 25 | — | $115.3M | ||
| Q2 25 | — | $104.7M | ||
| Q1 25 | — | $97.1M | ||
| Q4 24 | $13.4M | $92.1M | ||
| Q3 24 | $43.8M | $71.1M | ||
| Q2 24 | $48.7M | $48.5M | ||
| Q1 24 | $57.7M | $51.0M |
总资产LVLUPBYI
| Q4 25 | — | $216.3M | ||
| Q3 25 | — | $202.9M | ||
| Q2 25 | — | $194.9M | ||
| Q1 25 | — | $196.2M | ||
| Q4 24 | $108.2M | $213.3M | ||
| Q3 24 | $153.5M | $220.7M | ||
| Q2 24 | $145.3M | $205.0M | ||
| Q1 24 | $160.6M | $214.1M |
负债/权益比LVLUPBYI
| 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 | $-2.5M | $14.4M |
| 自由现金流经营现金流 - 资本支出 | $-2.6M | $14.4M |
| 自由现金流率自由现金流/营收 | -3.9% | 19.1% |
| 资本支出强度资本支出/营收 | 0.0% | 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 | $1.3M | $41.7M |
8季度趋势，按日历期对齐
经营现金流LVLUPBYI
| Q4 25 | — | $14.4M | ||
| Q3 25 | — | $9.7M | ||
| Q2 25 | — | $14.1M | ||
| Q1 25 | — | $3.6M | ||
| Q4 24 | $-2.5M | $15.6M | ||
| Q3 24 | $-5.5M | $11.0M | ||
| Q2 24 | $3.7M | $1.0M | ||
| Q1 24 | $6.9M | $11.2M |
自由现金流LVLUPBYI
| Q4 25 | — | $14.4M | ||
| Q3 25 | — | $9.7M | ||
| Q2 25 | — | $14.1M | ||
| Q1 25 | — | $3.6M | ||
| Q4 24 | $-2.6M | $15.6M | ||
| Q3 24 | $-5.9M | $11.0M | ||
| Q2 24 | $3.4M | $1.0M | ||
| Q1 24 | $6.4M | — |
自由现金流率LVLUPBYI
| Q4 25 | — | 19.1% | ||
| Q3 25 | — | 17.7% | ||
| Q2 25 | — | 26.8% | ||
| Q1 25 | — | 7.7% | ||
| Q4 24 | -3.9% | 26.4% | ||
| Q3 24 | -7.3% | 13.7% | ||
| Q2 24 | 3.7% | 2.1% | ||
| Q1 24 | 8.3% | — |
资本支出强度LVLUPBYI
| Q4 25 | — | 0.0% | ||
| Q3 25 | — | 0.0% | ||
| Q2 25 | — | 0.0% | ||
| Q1 25 | — | 0.1% | ||
| Q4 24 | 0.0% | 0.0% | ||
| Q3 24 | 0.5% | 0.0% | ||
| Q2 24 | 0.4% | 0.0% | ||
| Q1 24 | 0.7% | 0.0% |
现金转化率LVLUPBYI
| Q4 25 | — | — | ||
| Q3 25 | — | 1.10× | ||
| Q2 25 | — | 2.41× | ||
| Q1 25 | — | 1.21× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.54× | ||
| 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
LVLU
| Single Reportable Segment | $63.0M | 95% |
| Other | $2.4M | 4% |
| Stored Value Cards | $750.0K | 1% |
PBYI
暂无分部数据
