vs
EVERSPIN TECHNOLOGIES INC.(MRAM)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
EVERSPIN TECHNOLOGIES INC.的季度营收约是Rent the Runway, Inc.的1.4倍($14.9M vs $10.6M),Rent the Runway, Inc.净利率更高(721.7% vs -2.0%,领先723.7%),EVERSPIN TECHNOLOGIES INC.同比增速更快(13.2% vs 10.4%),过去两年EVERSPIN TECHNOLOGIES INC.的营收复合增速更高(18.2% vs 1.0%)
Everspin Technologies是一家总部位于美国亚利桑那州钱德勒的上市半导体企业,核心业务为研发生产磁阻随机存取存储器(MRAM)产品,涵盖Toggle MRAM与自旋转移矩MRAM两大产品系列,同时也对外授权嵌入式MRAM、磁传感器相关技术,并提供嵌入式MRAM后道代工服务。
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。
MRAM vs RENT — 直观对比
营收规模更大
MRAM
是对方的1.4倍
$10.6M
营收增速更快
MRAM
高出2.8%
10.4%
净利率更高
RENT
高出723.7%
-2.0%
两年增速更快
MRAM
近两年复合增速
1.0%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $14.9M | $10.6M |
| 净利润 | $-296.0K | $76.5M |
| 毛利率 | 52.7% | -126.4% |
| 营业利润率 | 29.0% | -152.8% |
| 净利率 | -2.0% | 721.7% |
| 营收同比 | 13.2% | 10.4% |
| 净利润同比 | — | 504.8% |
| 每股收益(稀释后) | $-0.01 | $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
MRAM
RENT
| Q1 26 | $14.9M | — | ||
| Q4 25 | $14.8M | $10.6M | ||
| Q3 25 | $14.1M | $11.7M | ||
| Q2 25 | $13.2M | $7.6M | ||
| Q1 25 | $13.1M | $11.8M | ||
| Q4 24 | $13.2M | $9.6M | ||
| Q3 24 | $12.1M | $10.4M | ||
| Q2 24 | $10.6M | $8.9M |
净利润
MRAM
RENT
| Q1 26 | $-296.0K | — | ||
| Q4 25 | $1.2M | $76.5M | ||
| Q3 25 | $54.0K | $-26.4M | ||
| Q2 25 | $-670.0K | $-26.1M | ||
| Q1 25 | $-1.2M | $-13.4M | ||
| Q4 24 | $1.2M | $-18.9M | ||
| Q3 24 | $2.3M | $-15.6M | ||
| Q2 24 | $-2.5M | $-22.0M |
毛利率
MRAM
RENT
| Q1 26 | 52.7% | — | ||
| Q4 25 | 50.8% | -126.4% | ||
| Q3 25 | 51.3% | -92.3% | ||
| Q2 25 | 51.3% | -168.4% | ||
| Q1 25 | 51.4% | -71.2% | ||
| Q4 24 | 51.3% | -122.9% | ||
| Q3 24 | 49.2% | -98.1% | ||
| Q2 24 | 49.0% | -131.5% |
营业利润率
MRAM
RENT
| Q1 26 | 29.0% | — | ||
| Q4 25 | -7.2% | -152.8% | ||
| Q3 25 | -11.0% | -171.8% | ||
| Q2 25 | -14.9% | -259.2% | ||
| Q1 25 | -14.7% | -65.3% | ||
| Q4 24 | -11.8% | -142.7% | ||
| Q3 24 | -17.5% | -92.3% | ||
| Q2 24 | -26.5% | -185.4% |
净利率
MRAM
RENT
| Q1 26 | -2.0% | — | ||
| Q4 25 | 8.1% | 721.7% | ||
| Q3 25 | 0.4% | -225.6% | ||
| Q2 25 | -5.1% | -343.4% | ||
| Q1 25 | -8.9% | -113.6% | ||
| Q4 24 | 9.2% | -196.9% | ||
| Q3 24 | 18.8% | -150.0% | ||
| Q2 24 | -23.5% | -247.2% |
每股收益(稀释后)
MRAM
RENT
| Q1 26 | $-0.01 | — | ||
| Q4 25 | $0.05 | $13.65 | ||
| Q3 25 | $0.00 | $-6.55 | ||
| Q2 25 | $-0.03 | $-6.58 | ||
| Q1 25 | $-0.05 | $-2.72 | ||
| Q4 24 | $0.07 | $-4.70 | ||
| Q3 24 | $0.10 | $-4.17 | ||
| Q2 24 | $-0.12 | $-6.03 |
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 | $40.5M | $50.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $70.2M | $-35.1M |
| 总资产 | $83.2M | $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
MRAM
RENT
| Q1 26 | $40.5M | — | ||
| Q4 25 | $44.5M | $50.7M | ||
| Q3 25 | $45.3M | $43.6M | ||
| Q2 25 | $45.0M | $70.4M | ||
| Q1 25 | $42.2M | $77.4M | ||
| Q4 24 | $42.1M | $74.1M | ||
| Q3 24 | $39.6M | $76.6M | ||
| Q2 24 | $36.8M | $82.0M |
总债务
MRAM
RENT
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $340.6M | ||
| Q1 25 | — | $333.7M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
MRAM
RENT
| Q1 26 | $70.2M | — | ||
| Q4 25 | $68.9M | $-35.1M | ||
| Q3 25 | $65.8M | $-232.1M | ||
| Q2 25 | $64.1M | $-207.1M | ||
| Q1 25 | $63.0M | $-182.5M | ||
| Q4 24 | $62.6M | $-171.2M | ||
| Q3 24 | $59.3M | $-154.5M | ||
| Q2 24 | $55.4M | $-141.3M |
总资产
MRAM
RENT
| Q1 26 | $83.2M | — | ||
| Q4 25 | $84.6M | $231.0M | ||
| Q3 25 | $80.3M | $219.0M | ||
| Q2 25 | $78.9M | $245.3M | ||
| Q1 25 | $80.2M | $240.0M | ||
| Q4 24 | $77.8M | $251.6M | ||
| Q3 24 | $72.6M | $257.4M | ||
| Q2 24 | $64.6M | $278.4M |
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 | $570.0K | $-1.4M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 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 | — | — |
8季度趋势,按日历期对齐
经营现金流
MRAM
RENT
| Q1 26 | $570.0K | — | ||
| Q4 25 | $2.6M | $-1.4M | ||
| Q3 25 | $881.0K | $-10.5M | ||
| Q2 25 | $5.0M | $8.3M | ||
| Q1 25 | $1.4M | $1.4M | ||
| Q4 24 | $3.8M | $4.7M | ||
| Q3 24 | $2.8M | $2.2M | ||
| Q2 24 | $1.7M | $4.6M |
自由现金流
MRAM
RENT
| Q1 26 | — | — | ||
| Q4 25 | $-975.0K | — | ||
| Q3 25 | $543.0K | — | ||
| Q2 25 | $3.0M | — | ||
| Q1 25 | $527.0K | — | ||
| Q4 24 | $2.1M | — | ||
| Q3 24 | $2.8M | — | ||
| Q2 24 | $1.7M | — |
自由现金流率
MRAM
RENT
| Q1 26 | — | — | ||
| Q4 25 | -6.6% | — | ||
| Q3 25 | 3.9% | — | ||
| Q2 25 | 22.9% | — | ||
| Q1 25 | 4.0% | — | ||
| Q4 24 | 15.8% | — | ||
| Q3 24 | 22.9% | — | ||
| Q2 24 | 15.9% | — |
资本支出强度
MRAM
RENT
| Q1 26 | — | — | ||
| Q4 25 | 24.3% | — | ||
| Q3 25 | 2.4% | — | ||
| Q2 25 | 15.1% | — | ||
| Q1 25 | 6.9% | — | ||
| Q4 24 | 13.2% | — | ||
| Q3 24 | 0.5% | — | ||
| Q2 24 | 0.3% | — |
现金转化率
MRAM
RENT
| Q1 26 | — | — | ||
| Q4 25 | 2.19× | -0.02× | ||
| Q3 25 | 16.31× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 3.16× | — | ||
| Q3 24 | 1.25× | — | ||
| Q2 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
MRAM
| Product sales | $14.1M | 95% |
| Licensing, royalty, patent, engineering services and other revenue | $772.0K | 5% |
RENT
暂无分部数据