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National CineMedia, Inc.（NCMI）与万物新生（RERE）财务数据对比。点击上方公司名可切换其他公司
National CineMedia, Inc.的季度营收约是万物新生的1.5倍（$63.4M vs $43.2M），万物新生净利率更高（16.9% vs 2.5%，领先14.4%）
国家影院传媒是一家美国影院广告企业，依托由AMC、喜满客、 regal等头部连锁影院及区域影院院线组成的影院数字化网络，面向美国消费者，在影院场地、线上渠道以及移动端开展影院广告业务，是美国影院广告领域的核心运营商。
万物新生集团（ATRenew Inc.）是中国领先的二手消费电子产品交易与服务平台运营商，核心业务覆盖数码产品回收、质检、翻新及售卖，运营有爱回收等知名品牌，服务覆盖个人消费者及企业客户，市场遍及国内及部分东南亚地区。
NCMI vs RERE — 直观对比
营收规模更大
NCMI
是对方的1.5倍
$43.2M
净利率更高
RERE
高出14.4%
2.5%
损益表 — Q3 FY2025 vs Q1 FY2023
| 指标 | | |
|---|---|---|
| 营收 | $63.4M | $43.2M |
| 净利润 | $1.6M | $7.3M |
| 毛利率 | 95.0% | — |
| 营业利润率 | -2.8% | — |
| 净利率 | 2.5% | 16.9% |
| 营收同比 | 1.6% | — |
| 净利润同比 | 144.4% | — |
| 每股收益（稀释后） | $0.02 | — |
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NCMIRERE
| Q3 25 | $63.4M | — | ||
| Q2 25 | $51.8M | — | ||
| Q1 25 | $34.9M | — | ||
| Q4 24 | $86.3M | — | ||
| Q3 24 | $62.4M | — | ||
| Q2 24 | $54.7M | — | ||
| Q1 24 | $37.4M | — | ||
| Q4 23 | $90.8M | — |
净利润NCMIRERE
| Q3 25 | $1.6M | — | ||
| Q2 25 | $-10.7M | — | ||
| Q1 25 | $-30.7M | — | ||
| Q4 24 | $24.7M | — | ||
| Q3 24 | $-3.6M | — | ||
| Q2 24 | $-8.7M | — | ||
| Q1 24 | $-34.7M | — | ||
| Q4 23 | $23.6M | — |
毛利率NCMIRERE
| Q3 25 | 95.0% | — | ||
| Q2 25 | 93.8% | — | ||
| Q1 25 | 91.1% | — | ||
| Q4 24 | 96.4% | — | ||
| Q3 24 | 94.7% | — | ||
| Q2 24 | 93.2% | — | ||
| Q1 24 | 90.4% | — | ||
| Q4 23 | 96.0% | — |
营业利润率NCMIRERE
| Q3 25 | -2.8% | — | ||
| Q2 25 | -23.2% | — | ||
| Q1 25 | -68.5% | — | ||
| Q4 24 | 23.2% | — | ||
| Q3 24 | -12.0% | — | ||
| Q2 24 | -17.0% | — | ||
| Q1 24 | -60.7% | — | ||
| Q4 23 | 22.6% | — |
净利率NCMIRERE
| Q3 25 | 2.5% | — | ||
| Q2 25 | -20.7% | — | ||
| Q1 25 | -88.0% | — | ||
| Q4 24 | 28.6% | — | ||
| Q3 24 | -5.8% | — | ||
| Q2 24 | -15.9% | — | ||
| Q1 24 | -92.8% | — | ||
| Q4 23 | 26.0% | — |
每股收益（稀释后）NCMIRERE
| Q3 25 | $0.02 | — | ||
| Q2 25 | $-0.11 | — | ||
| Q1 25 | $-0.32 | — | ||
| Q4 24 | $0.26 | — | ||
| Q3 24 | $-0.04 | — | ||
| Q2 24 | $-0.09 | — | ||
| Q1 24 | $-0.36 | — | ||
| Q4 23 | $-16.75 | — |
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 | $29.9M | $228.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $350.5M | $557.1M |
| 总资产 | $451.9M | $722.9M |
| 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NCMIRERE
| Q3 25 | $29.9M | — | ||
| Q2 25 | $37.2M | — | ||
| Q1 25 | $59.8M | — | ||
| Q4 24 | $75.2M | — | ||
| Q3 24 | $49.5M | — | ||
| Q2 24 | $53.8M | — | ||
| Q1 24 | $57.1M | — | ||
| Q4 23 | $34.6M | — |
总债务NCMIRERE
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — | ||
| Q4 23 | $10.0M | — |
股东权益NCMIRERE
| Q3 25 | $350.5M | — | ||
| Q2 25 | $350.0M | — | ||
| Q1 25 | $370.8M | — | ||
| Q4 24 | $411.2M | — | ||
| Q3 24 | $385.5M | — | ||
| Q2 24 | $387.9M | — | ||
| Q1 24 | $402.3M | — | ||
| Q4 23 | $434.5M | — |
总资产NCMIRERE
| Q3 25 | $451.9M | — | ||
| Q2 25 | $462.0M | — | ||
| Q1 25 | $503.8M | — | ||
| Q4 24 | $568.6M | — | ||
| Q3 24 | $526.1M | — | ||
| Q2 24 | $527.2M | — | ||
| Q1 24 | $538.6M | — | ||
| Q4 23 | $567.7M | — |
负债/权益比NCMIRERE
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — | ||
| Q4 23 | 0.02× | — |
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 | $-1.0M | — |
| 自由现金流经营现金流 - 资本支出 | $-2.0M | — |
| 自由现金流率自由现金流/营收 | -3.2% | — |
| 资本支出强度资本支出/营收 | 1.6% | — |
| 现金转化率经营现金流/净利润 | -0.63× | — |
| 过去12个月自由现金流最近4个季度 | $24.8M | — |
8季度趋势，按日历期对齐
经营现金流NCMIRERE
| Q3 25 | $-1.0M | — | ||
| Q2 25 | $-4.9M | — | ||
| Q1 25 | $6.0M | — | ||
| Q4 24 | $30.5M | — | ||
| Q3 24 | $-2.0M | — | ||
| Q2 24 | $7.7M | — | ||
| Q1 24 | $24.1M | — | ||
| Q4 23 | $15.6M | — |
自由现金流NCMIRERE
| Q3 25 | $-2.0M | — | ||
| Q2 25 | $-6.6M | — | ||
| Q1 25 | $5.3M | — | ||
| Q4 24 | $28.1M | — | ||
| Q3 24 | $-2.6M | — | ||
| Q2 24 | $6.4M | — | ||
| Q1 24 | $22.6M | — | ||
| Q4 23 | $14.0M | — |
自由现金流率NCMIRERE
| Q3 25 | -3.2% | — | ||
| Q2 25 | -12.7% | — | ||
| Q1 25 | 15.2% | — | ||
| Q4 24 | 32.6% | — | ||
| Q3 24 | -4.2% | — | ||
| Q2 24 | 11.7% | — | ||
| Q1 24 | 60.4% | — | ||
| Q4 23 | 15.4% | — |
资本支出强度NCMIRERE
| Q3 25 | 1.6% | — | ||
| Q2 25 | 3.3% | — | ||
| Q1 25 | 2.0% | — | ||
| Q4 24 | 2.8% | — | ||
| Q3 24 | 1.0% | — | ||
| Q2 24 | 2.4% | — | ||
| Q1 24 | 4.0% | — | ||
| Q4 23 | 1.8% | — |
现金转化率NCMIRERE
| Q3 25 | -0.63× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.23× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — | ||
| Q4 23 | 0.66× | — |
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
NCMI
| National Advertising Revenue | $49.9M | 79% |
| Local Advertising Revenue | $9.6M | 15% |
| Founding Member Advertising Revenue From Beverage Concessionaire Agreements | $3.9M | 6% |
RERE
暂无分部数据
