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AVITA Medical, Inc.（RCEL）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
AVITA Medical, Inc.的季度营收约是Rent the Runway, Inc.的1.7倍（$17.6M vs $10.6M），Rent the Runway, Inc.净利率更高（721.7% vs -66.0%，领先787.7%），Rent the Runway, Inc.同比增速更快（10.4% vs -4.3%），过去两年AVITA Medical, Inc.的营收复合增速更高（26.0% vs 1.0%）
AVITA Medical是一家聚焦再生医学领域的产业化企业，专注于多款再生医疗产品的研发与市场推广。公司首款上市产品ReCell喷雾皮肤产品用于烧伤治疗，最新推出两款产品：面向医美整形领域、用于皮肤损伤修复的ReNovaCell，以及针对慢性伤口治疗的ReGenerCell。目前公司的再生产品管线已在欧洲、中东地区实现商业化销售。
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。
RCEL vs RENT — 直观对比
营收规模更大
RCEL
是对方的1.7倍
$10.6M
营收增速更快
RENT
高出14.7%
-4.3%
净利率更高
RENT
高出787.7%
-66.0%
两年增速更快
RCEL
近两年复合增速
1.0%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $17.6M | $10.6M |
| 净利润 | $-11.6M | $76.5M |
| 毛利率 | 81.2% | -126.4% |
| 营业利润率 | -59.1% | -152.8% |
| 净利率 | -66.0% | 721.7% |
| 营收同比 | -4.3% | 10.4% |
| 净利润同比 | -0.3% | 504.8% |
| 每股收益（稀释后） | $-0.37 | $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RCELRENT
| Q4 25 | $17.6M | $10.6M | ||
| Q3 25 | $17.1M | $11.7M | ||
| Q2 25 | $18.4M | $7.6M | ||
| Q1 25 | $18.5M | $11.8M | ||
| Q4 24 | $18.4M | $9.6M | ||
| Q3 24 | $19.5M | $10.4M | ||
| Q2 24 | $15.2M | $8.9M | ||
| Q1 24 | $11.1M | $10.4M |
净利润RCELRENT
| Q4 25 | $-11.6M | $76.5M | ||
| Q3 25 | $-13.2M | $-26.4M | ||
| Q2 25 | $-9.9M | $-26.1M | ||
| Q1 25 | $-13.9M | $-13.4M | ||
| Q4 24 | $-11.6M | $-18.9M | ||
| Q3 24 | $-16.2M | $-15.6M | ||
| Q2 24 | $-15.4M | $-22.0M | ||
| Q1 24 | $-18.7M | $-24.8M |
毛利率RCELRENT
| Q4 25 | 81.2% | -126.4% | ||
| Q3 25 | 81.3% | -92.3% | ||
| Q2 25 | 81.2% | -168.4% | ||
| Q1 25 | 84.7% | -71.2% | ||
| Q4 24 | 87.6% | -122.9% | ||
| Q3 24 | 83.7% | -98.1% | ||
| Q2 24 | 86.1% | -131.5% | ||
| Q1 24 | 86.4% | -93.3% |
营业利润率RCELRENT
| Q4 25 | -59.1% | -152.8% | ||
| Q3 25 | -53.6% | -171.8% | ||
| Q2 25 | -60.5% | -259.2% | ||
| Q1 25 | -63.9% | -65.3% | ||
| Q4 24 | -54.1% | -142.7% | ||
| Q3 24 | -70.6% | -92.3% | ||
| Q2 24 | -102.8% | -185.4% | ||
| Q1 24 | -155.0% | -185.6% |
净利率RCELRENT
| Q4 25 | -66.0% | 721.7% | ||
| Q3 25 | -77.3% | -225.6% | ||
| Q2 25 | -53.9% | -343.4% | ||
| Q1 25 | -74.9% | -113.6% | ||
| Q4 24 | -63.0% | -196.9% | ||
| Q3 24 | -82.9% | -150.0% | ||
| Q2 24 | -101.3% | -247.2% | ||
| Q1 24 | -168.0% | -238.5% |
每股收益（稀释后）RCELRENT
| Q4 25 | $-0.37 | $13.65 | ||
| Q3 25 | $-0.46 | $-6.55 | ||
| Q2 25 | $-0.38 | $-6.58 | ||
| Q1 25 | $-0.53 | $-2.72 | ||
| Q4 24 | $-0.44 | $-4.70 | ||
| Q3 24 | $-0.62 | $-4.17 | ||
| Q2 24 | $-0.60 | $-6.03 | ||
| Q1 24 | $-0.73 | $-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 | $18.2M | $50.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-16.6M | $-35.1M |
| 总资产 | $56.4M | $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RCELRENT
| Q4 25 | $18.2M | $50.7M | ||
| Q3 25 | $23.3M | $43.6M | ||
| Q2 25 | $15.7M | $70.4M | ||
| Q1 25 | $25.8M | $77.4M | ||
| Q4 24 | $35.9M | $74.1M | ||
| Q3 24 | $44.4M | $76.6M | ||
| Q2 24 | $54.1M | $82.0M | ||
| Q1 24 | $68.2M | $84.0M |
总债务RCELRENT
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $340.6M | ||
| Q1 25 | — | $333.7M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益RCELRENT
| Q4 25 | $-16.6M | $-35.1M | ||
| Q3 25 | $-6.7M | $-232.1M | ||
| Q2 25 | $-12.9M | $-207.1M | ||
| Q1 25 | $-4.6M | $-182.5M | ||
| Q4 24 | $4.5M | $-171.2M | ||
| Q3 24 | $12.2M | $-154.5M | ||
| Q2 24 | $23.9M | $-141.3M | ||
| Q1 24 | $32.6M | $-122.3M |
总资产RCELRENT
| Q4 25 | $56.4M | $231.0M | ||
| Q3 25 | $63.7M | $219.0M | ||
| Q2 25 | $58.1M | $245.3M | ||
| Q1 25 | $69.6M | $240.0M | ||
| Q4 24 | $79.7M | $251.6M | ||
| Q3 24 | $81.1M | $257.4M | ||
| Q2 24 | $87.8M | $278.4M | ||
| Q1 24 | $97.4M | $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 | $-5.4M | $-1.4M |
| 自由现金流经营现金流 - 资本支出 | $-6.1M | — |
| 自由现金流率自由现金流/营收 | -34.7% | — |
| 资本支出强度资本支出/营收 | 3.8% | — |
| 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 | $-33.5M | — |
8季度趋势，按日历期对齐
经营现金流RCELRENT
| Q4 25 | $-5.4M | $-1.4M | ||
| Q3 25 | $-5.2M | $-10.5M | ||
| Q2 25 | $-10.2M | $8.3M | ||
| Q1 25 | $-10.3M | $1.4M | ||
| Q4 24 | $-8.1M | $4.7M | ||
| Q3 24 | $-7.2M | $2.2M | ||
| Q2 24 | $-12.8M | $4.6M | ||
| Q1 24 | $-20.9M | $-8.0M |
自由现金流RCELRENT
| Q4 25 | $-6.1M | — | ||
| Q3 25 | $-6.2M | — | ||
| Q2 25 | $-10.8M | — | ||
| Q1 25 | $-10.5M | — | ||
| Q4 24 | $-9.7M | — | ||
| Q3 24 | $-11.0M | — | ||
| Q2 24 | $-15.4M | — | ||
| Q1 24 | $-22.0M | — |
自由现金流率RCELRENT
| Q4 25 | -34.7% | — | ||
| Q3 25 | -36.1% | — | ||
| Q2 25 | -58.4% | — | ||
| Q1 25 | -56.9% | — | ||
| Q4 24 | -52.7% | — | ||
| Q3 24 | -56.1% | — | ||
| Q2 24 | -101.6% | — | ||
| Q1 24 | -198.2% | — |
资本支出强度RCELRENT
| Q4 25 | 3.8% | — | ||
| Q3 25 | 5.5% | — | ||
| Q2 25 | 2.8% | — | ||
| Q1 25 | 1.2% | — | ||
| Q4 24 | 8.8% | — | ||
| Q3 24 | 19.2% | — | ||
| Q2 24 | 17.5% | — | ||
| Q1 24 | 10.3% | — |
现金转化率RCELRENT
| 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
