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Owlet, Inc.（OWLT）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
万物新生的季度营收约是Owlet, Inc.的1.6倍（$43.2M vs $26.6M），万物新生净利率更高（16.9% vs -34.6%，领先51.5%）
Owlet, Inc.是一家专注于儿科健康科技的企业，核心产品为可穿戴婴儿智能监测袜，可实时追踪婴幼儿心率、血氧水平及睡眠数据，产品通过自营电商和零售合作伙伴销往全球多个市场，为新手父母提供育儿健康支持。
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。
OWLT vs RERE — 直观对比
营收规模更大
RERE
是对方的1.6倍
$26.6M
净利率更高
RERE
高出51.5%
-34.6%
损益表 — Q4 FY2025 vs Q1 FY2023
| 指标 | | |
|---|---|---|
| 营收 | $26.6M | $43.2M |
| 净利润 | $-9.2M | $7.3M |
| 毛利率 | 47.6% | — |
| 营业利润率 | -18.4% | — |
| 净利率 | -34.6% | 16.9% |
| 营收同比 | 29.6% | — |
| 净利润同比 | -1.5% | — |
| 每股收益（稀释后） | — | — |
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OWLTRERE
| Q4 25 | $26.6M | — | ||
| Q3 25 | $32.0M | — | ||
| Q2 25 | $26.1M | — | ||
| Q1 25 | $21.1M | — | ||
| Q4 24 | $20.5M | — | ||
| Q3 24 | $22.1M | — | ||
| Q2 24 | $20.7M | — | ||
| Q1 24 | $14.8M | — |
净利润OWLTRERE
| Q4 25 | $-9.2M | — | ||
| Q3 25 | $4.1M | — | ||
| Q2 25 | $-37.6M | — | ||
| Q1 25 | $3.0M | — | ||
| Q4 24 | $-9.1M | — | ||
| Q3 24 | $-5.6M | — | ||
| Q2 24 | $-1.1M | — | ||
| Q1 24 | $3.3M | — |
毛利率OWLTRERE
| Q4 25 | 47.6% | — | ||
| Q3 25 | 50.6% | — | ||
| Q2 25 | 51.3% | — | ||
| Q1 25 | 53.7% | — | ||
| Q4 24 | 53.5% | — | ||
| Q3 24 | 52.2% | — | ||
| Q2 24 | 49.5% | — | ||
| Q1 24 | 44.4% | — |
营业利润率OWLTRERE
| Q4 25 | -18.4% | — | ||
| Q3 25 | 3.8% | — | ||
| Q2 25 | -7.4% | — | ||
| Q1 25 | -12.7% | — | ||
| Q4 24 | -36.2% | — | ||
| Q3 24 | -21.8% | — | ||
| Q2 24 | -10.8% | — | ||
| Q1 24 | -39.0% | — |
净利率OWLTRERE
| Q4 25 | -34.6% | — | ||
| Q3 25 | 12.9% | — | ||
| Q2 25 | -144.4% | — | ||
| Q1 25 | 14.3% | — | ||
| Q4 24 | -44.2% | — | ||
| Q3 24 | -25.4% | — | ||
| Q2 24 | -5.5% | — | ||
| Q1 24 | 22.2% | — |
每股收益（稀释后）OWLTRERE
| Q4 25 | — | — | ||
| Q3 25 | $-0.06 | — | ||
| Q2 25 | $-2.37 | — | ||
| Q1 25 | $0.11 | — | ||
| Q4 24 | $-0.15 | — | ||
| Q3 24 | $-0.61 | — | ||
| Q2 24 | $-0.30 | — | ||
| Q1 24 | $-0.51 | — |
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 | $35.5M | $228.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $19.0M | $557.1M |
| 总资产 | $85.6M | $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OWLTRERE
| Q4 25 | $35.5M | — | ||
| Q3 25 | $23.8M | — | ||
| Q2 25 | $21.8M | — | ||
| Q1 25 | $16.3M | — | ||
| Q4 24 | $20.2M | — | ||
| Q3 24 | $21.6M | — | ||
| Q2 24 | $15.4M | — | ||
| Q1 24 | $18.4M | — |
总债务OWLTRERE
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $2.1M | — | ||
| Q1 24 | $4.0M | — |
股东权益OWLTRERE
| Q4 25 | $19.0M | — | ||
| Q3 25 | $-54.1M | — | ||
| Q2 25 | $-59.2M | — | ||
| Q1 25 | $-25.8M | — | ||
| Q4 24 | $-29.8M | — | ||
| Q3 24 | $-21.5M | — | ||
| Q2 24 | $-33.4M | — | ||
| Q1 24 | $-32.9M | — |
总资产OWLTRERE
| Q4 25 | $85.6M | — | ||
| Q3 25 | $74.9M | — | ||
| Q2 25 | $63.5M | — | ||
| Q1 25 | $51.4M | — | ||
| Q4 24 | $49.5M | — | ||
| Q3 24 | $56.1M | — | ||
| Q2 24 | $45.9M | — | ||
| Q1 24 | $43.8M | — |
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 | $-452.0K | — |
| 自由现金流经营现金流 - 资本支出 | $-651.0K | — |
| 自由现金流率自由现金流/营收 | -2.5% | — |
| 资本支出强度资本支出/营收 | 0.7% | — |
| 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 | $-11.1M | — |
8季度趋势，按日历期对齐
经营现金流OWLTRERE
| Q4 25 | $-452.0K | — | ||
| Q3 25 | $-2.2M | — | ||
| Q2 25 | $-2.2M | — | ||
| Q1 25 | $-5.9M | — | ||
| Q4 24 | $3.0M | — | ||
| Q3 24 | $-7.5M | — | ||
| Q2 24 | $-3.4M | — | ||
| Q1 24 | $-3.4M | — |
自由现金流OWLTRERE
| Q4 25 | $-651.0K | — | ||
| Q3 25 | $-2.2M | — | ||
| Q2 25 | $-2.3M | — | ||
| Q1 25 | $-5.9M | — | ||
| Q4 24 | $3.0M | — | ||
| Q3 24 | $-7.5M | — | ||
| Q2 24 | $-3.4M | — | ||
| Q1 24 | — | — |
自由现金流率OWLTRERE
| Q4 25 | -2.5% | — | ||
| Q3 25 | -6.8% | — | ||
| Q2 25 | -8.8% | — | ||
| Q1 25 | -28.1% | — | ||
| Q4 24 | 14.5% | — | ||
| Q3 24 | -33.9% | — | ||
| Q2 24 | -16.3% | — | ||
| Q1 24 | — | — |
资本支出强度OWLTRERE
| Q4 25 | 0.7% | — | ||
| Q3 25 | 0.0% | — | ||
| Q2 25 | 0.2% | — | ||
| Q1 25 | 0.0% | — | ||
| Q4 24 | 0.2% | — | ||
| Q3 24 | 0.0% | — | ||
| Q2 24 | 0.0% | — | ||
| Q1 24 | 0.0% | — |
现金转化率OWLTRERE
| Q4 25 | — | — | ||
| Q3 25 | -0.52× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | -1.96× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | -1.03× | — |
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
OWLT
| US | $22.7M | 85% |
| Non Us | $3.2M | 12% |
| Other | $651.0K | 2% |
RERE
暂无分部数据
