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Lulu's Fashion Lounge Holdings, Inc.（LVLU）与RMR GROUP INC.（RMR）财务数据对比。点击上方公司名可切换其他公司
RMR GROUP INC.的季度营收约是Lulu's Fashion Lounge Holdings, Inc.的1.0倍（$66.7M vs $66.1M），RMR GROUP INC.净利率更高（18.3% vs -48.2%，领先66.5%），RMR GROUP INC.同比增速更快（40.8% vs -11.8%）
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。
RMR集团是总部位于美国的另类资产管理企业，核心业务聚焦不动产及相关投资，覆盖商业地产、住宅物业、基础设施等赛道，服务全球核心市场的机构投资者、高净值人士及零售客户。
LVLU vs RMR — 直观对比
营收规模更大
RMR
是对方的1.0倍
$66.1M
营收增速更快
RMR
高出52.5%
-11.8%
净利率更高
RMR
高出66.5%
-48.2%
损益表 — Q4 FY2024 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $66.1M | $66.7M |
| 净利润 | $-31.9M | $12.2M |
| 毛利率 | 37.9% | — |
| 营业利润率 | -52.8% | 48.1% |
| 净利率 | -48.2% | 18.3% |
| 营收同比 | -11.8% | 40.8% |
| 净利润同比 | -340.9% | 91.1% |
| 每股收益（稀释后） | $-13.46 | $0.71 |
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LVLURMR
| Q4 25 | — | $66.7M | ||
| Q4 24 | $66.1M | — | ||
| Q3 24 | $80.5M | — | ||
| Q2 24 | $92.0M | — | ||
| Q1 24 | $77.3M | — | ||
| Q4 23 | $83.1M | — | ||
| Q3 23 | $106.1M | — | ||
| Q2 23 | $91.0M | — |
净利润LVLURMR
| Q4 25 | — | $12.2M | ||
| Q4 24 | $-31.9M | — | ||
| Q3 24 | $-6.9M | — | ||
| Q2 24 | $-10.8M | — | ||
| Q1 24 | $-5.7M | — | ||
| Q4 23 | $-3.9M | — | ||
| Q3 23 | $-2.6M | — | ||
| Q2 23 | $-5.6M | — |
毛利率LVLURMR
| Q4 25 | — | — | ||
| Q4 24 | 37.9% | — | ||
| Q3 24 | 38.1% | — | ||
| Q2 24 | 45.5% | — | ||
| Q1 24 | 42.3% | — | ||
| Q4 23 | 40.3% | — | ||
| Q3 23 | 44.7% | — | ||
| Q2 23 | 41.7% | — |
营业利润率LVLURMR
| Q4 25 | — | 48.1% | ||
| Q4 24 | -52.8% | — | ||
| Q3 24 | -8.5% | — | ||
| Q2 24 | -4.9% | — | ||
| Q1 24 | -8.0% | — | ||
| Q4 23 | -5.9% | — | ||
| Q3 23 | -1.6% | — | ||
| Q2 23 | -6.5% | — |
净利率LVLURMR
| Q4 25 | — | 18.3% | ||
| Q4 24 | -48.2% | — | ||
| Q3 24 | -8.5% | — | ||
| Q2 24 | -11.7% | — | ||
| Q1 24 | -7.4% | — | ||
| Q4 23 | -4.7% | — | ||
| Q3 23 | -2.4% | — | ||
| Q2 23 | -6.2% | — |
每股收益（稀释后）LVLURMR
| Q4 25 | — | $0.71 | ||
| Q4 24 | $-13.46 | — | ||
| Q3 24 | $-2.47 | — | ||
| Q2 24 | $-3.92 | — | ||
| Q1 24 | $-0.15 | — | ||
| Q4 23 | $-0.10 | — | ||
| Q3 23 | $-0.07 | — | ||
| Q2 23 | $-0.14 | — |
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 | $49.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $13.4M | $232.7M |
| 总资产 | $108.2M | $687.1M |
| 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LVLURMR
| Q4 25 | — | $49.3M | ||
| Q4 24 | $4.5M | — | ||
| Q3 24 | $6.3M | — | ||
| Q2 24 | $1.8M | — | ||
| Q1 24 | $5.5M | — | ||
| Q4 23 | $12.9M | — | ||
| Q3 23 | $5.9M | — | ||
| Q2 23 | $7.8M | — |
股东权益LVLURMR
| Q4 25 | — | $232.7M | ||
| Q4 24 | $13.4M | — | ||
| Q3 24 | $43.8M | — | ||
| Q2 24 | $48.7M | — | ||
| Q1 24 | $57.7M | — | ||
| Q4 23 | $64.7M | — | ||
| Q3 23 | $64.7M | — | ||
| Q2 23 | $63.8M | — |
总资产LVLURMR
| Q4 25 | — | $687.1M | ||
| Q4 24 | $108.2M | — | ||
| Q3 24 | $153.5M | — | ||
| Q2 24 | $145.3M | — | ||
| Q1 24 | $160.6M | — | ||
| Q4 23 | $167.4M | — | ||
| Q3 23 | $164.7M | — | ||
| Q2 23 | $179.6M | — |
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 | $10.7M |
| 自由现金流经营现金流 - 资本支出 | $-2.6M | — |
| 自由现金流率自由现金流/营收 | -3.9% | — |
| 资本支出强度资本支出/营收 | 0.0% | — |
| 现金转化率经营现金流/净利润 | — | 0.88× |
| 过去12个月自由现金流最近4个季度 | $1.3M | — |
8季度趋势，按日历期对齐
经营现金流LVLURMR
| Q4 25 | — | $10.7M | ||
| Q4 24 | $-2.5M | — | ||
| Q3 24 | $-5.5M | — | ||
| Q2 24 | $3.7M | — | ||
| Q1 24 | $6.9M | — | ||
| Q4 23 | $12.7M | — | ||
| Q3 23 | $4.6M | — | ||
| Q2 23 | $3.7M | — |
自由现金流LVLURMR
| Q4 25 | — | — | ||
| Q4 24 | $-2.6M | — | ||
| Q3 24 | $-5.9M | — | ||
| Q2 24 | $3.4M | — | ||
| Q1 24 | $6.4M | — | ||
| Q4 23 | $12.1M | — | ||
| Q3 23 | $4.4M | — | ||
| Q2 23 | $3.2M | — |
自由现金流率LVLURMR
| Q4 25 | — | — | ||
| Q4 24 | -3.9% | — | ||
| Q3 24 | -7.3% | — | ||
| Q2 24 | 3.7% | — | ||
| Q1 24 | 8.3% | — | ||
| Q4 23 | 14.5% | — | ||
| Q3 23 | 4.2% | — | ||
| Q2 23 | 3.5% | — |
资本支出强度LVLURMR
| Q4 25 | — | — | ||
| Q4 24 | 0.0% | — | ||
| Q3 24 | 0.5% | — | ||
| Q2 24 | 0.4% | — | ||
| Q1 24 | 0.7% | — | ||
| Q4 23 | 0.8% | — | ||
| Q3 23 | 0.2% | — | ||
| Q2 23 | 0.6% | — |
现金转化率LVLURMR
| Q4 25 | — | 0.88× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — | ||
| Q4 23 | — | — | ||
| Q3 23 | — | — | ||
| Q2 23 | — | — |
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% |
RMR
| Management Service Incentive | $23.6M | 35% |
| Industrial Logistics Properties Trust | $15.1M | 23% |
| Managed Private Real Estate Capital | $11.1M | 17% |
| Office Properties Income Trust | $5.6M | 8% |
| Other Private Entities | $5.3M | 8% |
| RMR Residential | $3.4M | 5% |
| Sonesta International Hotels Corporation | $2.1M | 3% |
| Investment Advisory Management And Administrative Service | $1.2M | 2% |
