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LiveWire Group, Inc.（LVWR）与Rent the Runway, Inc.（RENT）财务数据对比。点击上方公司名可切换其他公司
LiveWire Group, Inc.的季度营收约是Rent the Runway, Inc.的1.1倍（$11.4M vs $10.6M），Rent the Runway, Inc.净利率更高（721.7% vs -155.2%，领先876.9%），Rent the Runway, Inc.同比增速更快（10.4% vs 5.5%），过去两年LiveWire Group, Inc.的营收复合增速更高（51.0% vs 1.0%）
LiveWire集团是美国的电动摩托车制造商，该品牌最初于2021年7月作为哈雷戴维森旗下专属电动出行部门推出，2022年9月27日通过与特殊目的收购公司合并完成分拆，从母公司独立后上市，是美国第一家上市的电动摩托车企业。
Rent the Runway Inc.是总部位于纽约的美国电商平台，由珍妮弗·海曼与珍妮弗·弗莱斯于2009年11月创立，主打设计师品牌服饰与配饰的租赁、订阅以及购买服务，是设计师服饰共享租赁模式的开创平台之一。
LVWR vs RENT — 直观对比
营收规模更大
LVWR
是对方的1.1倍
$10.6M
营收增速更快
RENT
高出4.9%
5.5%
净利率更高
RENT
高出876.9%
-155.2%
两年增速更快
LVWR
近两年复合增速
1.0%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $11.4M | $10.6M |
| 净利润 | $-17.6M | $76.5M |
| 毛利率 | 0.8% | -126.4% |
| 营业利润率 | -156.2% | -152.8% |
| 净利率 | -155.2% | 721.7% |
| 营收同比 | 5.5% | 10.4% |
| 净利润同比 | 22.6% | 504.8% |
| 每股收益（稀释后） | $-0.09 | $13.65 |
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LVWRRENT
| Q4 25 | $11.4M | $10.6M | ||
| Q3 25 | $5.7M | $11.7M | ||
| Q2 25 | $5.9M | $7.6M | ||
| Q1 25 | $2.7M | $11.8M | ||
| Q4 24 | $10.8M | $9.6M | ||
| Q3 24 | $4.4M | $10.4M | ||
| Q2 24 | $6.4M | $8.9M | ||
| Q1 24 | $5.0M | $10.4M |
净利润LVWRRENT
| Q4 25 | $-17.6M | $76.5M | ||
| Q3 25 | $-19.4M | $-26.4M | ||
| Q2 25 | $-18.8M | $-26.1M | ||
| Q1 25 | $-19.3M | $-13.4M | ||
| Q4 24 | $-22.8M | $-18.9M | ||
| Q3 24 | $-22.7M | $-15.6M | ||
| Q2 24 | $-24.8M | $-22.0M | ||
| Q1 24 | $-23.6M | $-24.8M |
毛利率LVWRRENT
| Q4 25 | 0.8% | -126.4% | ||
| Q3 25 | -50.9% | -92.3% | ||
| Q2 25 | 9.3% | -168.4% | ||
| Q1 25 | -79.0% | -71.2% | ||
| Q4 24 | -49.8% | -122.9% | ||
| Q3 24 | -34.2% | -98.1% | ||
| Q2 24 | -27.6% | -131.5% | ||
| Q1 24 | -82.9% | -93.3% |
营业利润率LVWRRENT
| Q4 25 | -156.2% | -152.8% | ||
| Q3 25 | -330.0% | -171.8% | ||
| Q2 25 | -311.0% | -259.2% | ||
| Q1 25 | -753.4% | -65.3% | ||
| Q4 24 | -234.6% | -142.7% | ||
| Q3 24 | -596.7% | -92.3% | ||
| Q2 24 | -436.7% | -185.4% | ||
| Q1 24 | -611.1% | -185.6% |
净利率LVWRRENT
| Q4 25 | -155.2% | 721.7% | ||
| Q3 25 | -340.2% | -225.6% | ||
| Q2 25 | -320.6% | -343.4% | ||
| Q1 25 | -702.6% | -113.6% | ||
| Q4 24 | -211.7% | -196.9% | ||
| Q3 24 | -510.6% | -150.0% | ||
| Q2 24 | -384.6% | -247.2% | ||
| Q1 24 | -475.0% | -238.5% |
每股收益（稀释后）LVWRRENT
| Q4 25 | $-0.09 | $13.65 | ||
| Q3 25 | $-0.10 | $-6.55 | ||
| Q2 25 | $-0.09 | $-6.58 | ||
| Q1 25 | $-0.09 | $-2.72 | ||
| Q4 24 | $-0.11 | $-4.70 | ||
| Q3 24 | $-0.11 | $-4.17 | ||
| Q2 24 | $-0.12 | $-6.03 | ||
| Q1 24 | $-0.12 | $-5.36 |
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 | $82.8M | $50.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $46.0M | $-35.1M |
| 总资产 | $146.4M | $231.0M |
| 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LVWRRENT
| Q4 25 | $82.8M | $50.7M | ||
| Q3 25 | $16.3M | $43.6M | ||
| Q2 25 | $29.3M | $70.4M | ||
| Q1 25 | $46.2M | $77.4M | ||
| Q4 24 | $64.4M | $74.1M | ||
| Q3 24 | $88.4M | $76.6M | ||
| Q2 24 | $113.0M | $82.0M | ||
| Q1 24 | $141.0M | $84.0M |
总债务LVWRRENT
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $340.6M | ||
| Q1 25 | — | $333.7M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益LVWRRENT
| Q4 25 | $46.0M | $-35.1M | ||
| Q3 25 | $61.8M | $-232.1M | ||
| Q2 25 | $79.7M | $-207.1M | ||
| Q1 25 | $97.2M | $-182.5M | ||
| Q4 24 | $115.1M | $-171.2M | ||
| Q3 24 | $137.7M | $-154.5M | ||
| Q2 24 | $159.0M | $-141.3M | ||
| Q1 24 | $183.8M | $-122.3M |
总资产LVWRRENT
| Q4 25 | $146.4M | $231.0M | ||
| Q3 25 | $89.2M | $219.0M | ||
| Q2 25 | $109.8M | $245.3M | ||
| Q1 25 | $128.3M | $240.0M | ||
| Q4 24 | $148.0M | $251.6M | ||
| Q3 24 | $178.3M | $257.4M | ||
| Q2 24 | $204.9M | $278.4M | ||
| Q1 24 | $237.1M | $278.5M |
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 | $-7.9M | $-1.4M |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | — |
| 自由现金流率自由现金流/营收 | -78.7% | — |
| 资本支出强度资本支出/营收 | 9.1% | — |
| 现金转化率经营现金流/净利润 | — | -0.02× |
| 过去12个月自由现金流最近4个季度 | $-57.4M | — |
8季度趋势，按日历期对齐
经营现金流LVWRRENT
| Q4 25 | $-7.9M | $-1.4M | ||
| Q3 25 | $-13.3M | $-10.5M | ||
| Q2 25 | $-14.9M | $8.3M | ||
| Q1 25 | $-17.5M | $1.4M | ||
| Q4 24 | $-21.9M | $4.7M | ||
| Q3 24 | $-23.1M | $2.2M | ||
| Q2 24 | $-26.0M | $4.6M | ||
| Q1 24 | $-22.9M | $-8.0M |
自由现金流LVWRRENT
| Q4 25 | $-8.9M | — | ||
| Q3 25 | $-14.0M | — | ||
| Q2 25 | $-16.3M | — | ||
| Q1 25 | $-18.1M | — | ||
| Q4 24 | $-23.3M | — | ||
| Q3 24 | $-24.7M | — | ||
| Q2 24 | $-27.8M | — | ||
| Q1 24 | $-26.2M | — |
自由现金流率LVWRRENT
| Q4 25 | -78.7% | — | ||
| Q3 25 | -245.9% | — | ||
| Q2 25 | -277.7% | — | ||
| Q1 25 | -660.0% | — | ||
| Q4 24 | -216.3% | — | ||
| Q3 24 | -555.3% | — | ||
| Q2 24 | -431.1% | — | ||
| Q1 24 | -525.6% | — |
资本支出强度LVWRRENT
| Q4 25 | 9.1% | — | ||
| Q3 25 | 12.9% | — | ||
| Q2 25 | 24.3% | — | ||
| Q1 25 | 22.3% | — | ||
| Q4 24 | 13.1% | — | ||
| Q3 24 | 35.6% | — | ||
| Q2 24 | 28.5% | — | ||
| Q1 24 | 65.1% | — |
现金转化率LVWRRENT
| Q4 25 | — | -0.02× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| 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
LVWR
| STACYC Segment | $7.5M | 66% |
| Other | $3.8M | 34% |
RENT
暂无分部数据
