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Owlet, Inc.（OWLT）与Rumble Inc.（RUM）财务数据对比。点击上方公司名可切换其他公司
Rumble Inc.的季度营收约是Owlet, Inc.的1.0倍（$27.1M vs $26.6M），Owlet, Inc.净利率更高（-34.6% vs -120.8%，领先86.2%），Owlet, Inc.同比增速更快（29.6% vs -10.5%），Owlet, Inc.自由现金流更多（$-651.0K vs $-31.7M），过去两年Owlet, Inc.的营收复合增速更高（34.2% vs 15.2%）
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。
Rumble Inc.是一家加美跨国企业，主营在线视频平台、网络托管及云服务，总部位于加拿大多伦多，美国总部设在佛罗里达州朗博特基。公司由加拿大科技创业者克里斯·帕夫洛夫斯基于2013年创立，云服务板块为Truth Social提供托管支持，其视频平台在美国保守派及极右翼用户群体中广受欢迎，属于“另类科技”阵营。
OWLT vs RUM — 直观对比
营收规模更大
RUM
是对方的1.0倍
$26.6M
营收增速更快
OWLT
高出40.1%
-10.5%
净利率更高
OWLT
高出86.2%
-120.8%
自由现金流更多
OWLT
多$31.1M
$-31.7M
两年增速更快
OWLT
近两年复合增速
15.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $26.6M | $27.1M |
| 净利润 | $-9.2M | $-32.7M |
| 毛利率 | 47.6% | 5.5% |
| 营业利润率 | -18.4% | -131.1% |
| 净利率 | -34.6% | -120.8% |
| 营收同比 | 29.6% | -10.5% |
| 净利润同比 | -1.5% | 86.2% |
| 每股收益（稀释后） | — | $-0.13 |
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OWLTRUM
| Q4 25 | $26.6M | $27.1M | ||
| Q3 25 | $32.0M | $24.8M | ||
| Q2 25 | $26.1M | — | ||
| Q1 25 | $21.1M | $23.7M | ||
| Q4 24 | $20.5M | $30.2M | ||
| Q3 24 | $22.1M | $25.1M | ||
| Q2 24 | $20.7M | $22.5M | ||
| Q1 24 | $14.8M | $17.7M |
净利润OWLTRUM
| Q4 25 | $-9.2M | $-32.7M | ||
| Q3 25 | $4.1M | $-16.3M | ||
| Q2 25 | $-37.6M | — | ||
| Q1 25 | $3.0M | $-2.7M | ||
| Q4 24 | $-9.1M | $-236.8M | ||
| Q3 24 | $-5.6M | $-31.5M | ||
| Q2 24 | $-1.1M | $-26.8M | ||
| Q1 24 | $3.3M | $-43.3M |
毛利率OWLTRUM
| Q4 25 | 47.6% | 5.5% | ||
| Q3 25 | 50.6% | -1.8% | ||
| Q2 25 | 51.3% | — | ||
| Q1 25 | 53.7% | -26.7% | ||
| Q4 24 | 53.5% | -14.2% | ||
| Q3 24 | 52.2% | -45.4% | ||
| Q2 24 | 49.5% | -58.8% | ||
| Q1 24 | 44.4% | -79.5% |
营业利润率OWLTRUM
| Q4 25 | -18.4% | -131.1% | ||
| Q3 25 | 3.8% | -113.6% | ||
| Q2 25 | -7.4% | — | ||
| Q1 25 | -12.7% | -153.5% | ||
| Q4 24 | -36.2% | -80.1% | ||
| Q3 24 | -21.8% | -131.0% | ||
| Q2 24 | -10.8% | -172.7% | ||
| Q1 24 | -39.0% | -197.4% |
净利率OWLTRUM
| Q4 25 | -34.6% | -120.8% | ||
| Q3 25 | 12.9% | -65.7% | ||
| Q2 25 | -144.4% | — | ||
| Q1 25 | 14.3% | -11.2% | ||
| Q4 24 | -44.2% | -783.2% | ||
| Q3 24 | -25.4% | -125.9% | ||
| Q2 24 | -5.5% | -119.2% | ||
| Q1 24 | 22.2% | -244.1% |
每股收益（稀释后）OWLTRUM
| Q4 25 | — | $-0.13 | ||
| Q3 25 | $-0.06 | $-0.06 | ||
| Q2 25 | $-2.37 | — | ||
| Q1 25 | $0.11 | $-0.01 | ||
| Q4 24 | $-0.15 | $-1.17 | ||
| Q3 24 | $-0.61 | $-0.15 | ||
| Q2 24 | $-0.30 | $-0.13 | ||
| Q1 24 | $-0.51 | $-0.21 |
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 | $237.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $19.0M | $274.8M |
| 总资产 | $85.6M | $336.8M |
| 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OWLTRUM
| Q4 25 | $35.5M | $237.9M | ||
| Q3 25 | $23.8M | $269.8M | ||
| Q2 25 | $21.8M | — | ||
| Q1 25 | $16.3M | $301.3M | ||
| Q4 24 | $20.2M | $114.0M | ||
| Q3 24 | $21.6M | $132.0M | ||
| Q2 24 | $15.4M | $154.2M | ||
| Q1 24 | $18.4M | $183.8M |
总债务OWLTRUM
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $2.1M | — | ||
| Q1 24 | $4.0M | — |
股东权益OWLTRUM
| Q4 25 | $19.0M | $274.8M | ||
| Q3 25 | $-54.1M | $302.2M | ||
| Q2 25 | $-59.2M | — | ||
| Q1 25 | $-25.8M | $339.6M | ||
| Q4 24 | $-29.8M | $-63.1M | ||
| Q3 24 | $-21.5M | $166.1M | ||
| Q2 24 | $-33.4M | $192.7M | ||
| Q1 24 | $-32.9M | $210.7M |
总资产OWLTRUM
| Q4 25 | $85.6M | $336.8M | ||
| Q3 25 | $74.9M | $367.2M | ||
| Q2 25 | $63.5M | — | ||
| Q1 25 | $51.4M | $391.1M | ||
| Q4 24 | $49.5M | $195.3M | ||
| Q3 24 | $56.1M | $217.2M | ||
| Q2 24 | $45.9M | $243.2M | ||
| Q1 24 | $43.8M | $263.0M |
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 | $-29.4M |
| 自由现金流经营现金流 - 资本支出 | $-651.0K | $-31.7M |
| 自由现金流率自由现金流/营收 | -2.5% | -117.2% |
| 资本支出强度资本支出/营收 | 0.7% | 8.5% |
| 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 | $-70.8M |
8季度趋势，按日历期对齐
经营现金流OWLTRUM
| Q4 25 | $-452.0K | $-29.4M | ||
| Q3 25 | $-2.2M | $-10.6M | ||
| Q2 25 | $-2.2M | — | ||
| Q1 25 | $-5.9M | $-14.5M | ||
| Q4 24 | $3.0M | $-12.4M | ||
| Q3 24 | $-7.5M | $-19.1M | ||
| Q2 24 | $-3.4M | $-21.7M | ||
| Q1 24 | $-3.4M | $-33.9M |
自由现金流OWLTRUM
| Q4 25 | $-651.0K | $-31.7M | ||
| Q3 25 | $-2.2M | $-12.0M | ||
| Q2 25 | $-2.3M | — | ||
| Q1 25 | $-5.9M | $-14.6M | ||
| Q4 24 | $3.0M | $-12.4M | ||
| Q3 24 | $-7.5M | $-19.9M | ||
| Q2 24 | $-3.4M | $-23.1M | ||
| Q1 24 | — | $-34.3M |
自由现金流率OWLTRUM
| Q4 25 | -2.5% | -117.2% | ||
| Q3 25 | -6.8% | -48.6% | ||
| Q2 25 | -8.8% | — | ||
| Q1 25 | -28.1% | -61.7% | ||
| Q4 24 | 14.5% | -40.9% | ||
| Q3 24 | -33.9% | -79.5% | ||
| Q2 24 | -16.3% | -102.8% | ||
| Q1 24 | — | -193.3% |
资本支出强度OWLTRUM
| Q4 25 | 0.7% | 8.5% | ||
| Q3 25 | 0.0% | 5.7% | ||
| Q2 25 | 0.2% | — | ||
| Q1 25 | 0.0% | 0.6% | ||
| Q4 24 | 0.2% | 0.1% | ||
| Q3 24 | 0.0% | 3.4% | ||
| Q2 24 | 0.0% | 6.1% | ||
| Q1 24 | 0.0% | 2.4% |
现金转化率OWLTRUM
| 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% |
RUM
| Audience Monetization | $23.8M | 88% |
| Other Initiatives | $3.3M | 12% |
