vs
AVITA Medical, Inc.（RCEL）与REDWOOD TRUST INC（RWT）财务数据对比。点击上方公司名可切换其他公司
REDWOOD TRUST INC的季度营收约是AVITA Medical, Inc.的1.5倍（$25.9M vs $17.6M），REDWOOD TRUST INC净利率更高（77.2% vs -66.0%，领先143.2%），AVITA Medical, Inc.同比增速更快（-4.3% vs -6.1%），过去两年AVITA Medical, Inc.的营收复合增速更高（26.0% vs -41.0%）
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。
Redwood Trust Inc是总部位于美国的专业房地产投资信托公司，主营住宅与商业抵押贷款、抵押贷款支持证券及房地产信贷类资产的投资管理，核心业务覆盖住宅抵押贷款发放、商业地产信贷和投资服务，客户以机构投资者和房地产市场参与者为主。
RCEL vs RWT — 直观对比
营收规模更大
RWT
是对方的1.5倍
$17.6M
营收增速更快
RCEL
高出1.8%
-6.1%
净利率更高
RWT
高出143.2%
-66.0%
两年增速更快
RCEL
近两年复合增速
-41.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $17.6M | $25.9M |
| 净利润 | $-11.6M | $20.0M |
| 毛利率 | 81.2% | — |
| 营业利润率 | -59.1% | — |
| 净利率 | -66.0% | 77.2% |
| 营收同比 | -4.3% | -6.1% |
| 净利润同比 | -0.3% | 402.6% |
| 每股收益（稀释后） | $-0.37 | $0.11 |
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RCELRWT
| Q4 25 | $17.6M | $25.9M | ||
| Q3 25 | $17.1M | $15.0M | ||
| Q2 25 | $18.4M | $13.8M | ||
| Q1 25 | $18.5M | $27.9M | ||
| Q4 24 | $18.4M | $27.6M | ||
| Q3 24 | $19.5M | $25.5M | ||
| Q2 24 | $15.2M | $67.4M | ||
| Q1 24 | $11.1M | $74.5M |
净利润RCELRWT
| Q4 25 | $-11.6M | $20.0M | ||
| Q3 25 | $-13.2M | $-7.7M | ||
| Q2 25 | $-9.9M | $-98.5M | ||
| Q1 25 | $-13.9M | $16.1M | ||
| Q4 24 | $-11.6M | $-6.6M | ||
| Q3 24 | $-16.2M | $14.8M | ||
| Q2 24 | $-15.4M | $15.5M | ||
| Q1 24 | $-18.7M | $30.3M |
毛利率RCELRWT
| Q4 25 | 81.2% | — | ||
| Q3 25 | 81.3% | — | ||
| Q2 25 | 81.2% | — | ||
| Q1 25 | 84.7% | — | ||
| Q4 24 | 87.6% | — | ||
| Q3 24 | 83.7% | — | ||
| Q2 24 | 86.1% | — | ||
| Q1 24 | 86.4% | — |
营业利润率RCELRWT
| Q4 25 | -59.1% | — | ||
| Q3 25 | -53.6% | -9.0% | ||
| Q2 25 | -60.5% | -679.0% | ||
| Q1 25 | -63.9% | 80.2% | ||
| Q4 24 | -54.1% | -1.3% | ||
| Q3 24 | -70.6% | 86.1% | ||
| Q2 24 | -102.8% | 30.3% | ||
| Q1 24 | -155.0% | 41.3% |
净利率RCELRWT
| Q4 25 | -66.0% | 77.2% | ||
| Q3 25 | -77.3% | -51.4% | ||
| Q2 25 | -53.9% | -712.0% | ||
| Q1 25 | -74.9% | 57.8% | ||
| Q4 24 | -63.0% | -24.0% | ||
| Q3 24 | -82.9% | 58.1% | ||
| Q2 24 | -101.3% | 23.0% | ||
| Q1 24 | -168.0% | 40.6% |
每股收益（稀释后）RCELRWT
| Q4 25 | $-0.37 | $0.11 | ||
| Q3 25 | $-0.46 | $-0.08 | ||
| Q2 25 | $-0.38 | $-0.76 | ||
| Q1 25 | $-0.53 | $0.10 | ||
| Q4 24 | $-0.44 | $-0.08 | ||
| Q3 24 | $-0.62 | $0.09 | ||
| Q2 24 | $-0.60 | $0.10 | ||
| Q1 24 | $-0.73 | $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 | $18.2M | $255.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-16.6M | $982.6M |
| 总资产 | $56.4M | $23.7B |
| 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RCELRWT
| Q4 25 | $18.2M | $255.7M | ||
| Q3 25 | $23.3M | $226.3M | ||
| Q2 25 | $15.7M | $302.0M | ||
| Q1 25 | $25.8M | $259.9M | ||
| Q4 24 | $35.9M | $245.2M | ||
| Q3 24 | $44.4M | $253.7M | ||
| Q2 24 | $54.1M | $275.6M | ||
| Q1 24 | $68.2M | $275.4M |
总债务RCELRWT
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $1.7B |
股东权益RCELRWT
| Q4 25 | $-16.6M | $982.6M | ||
| Q3 25 | $-6.7M | $999.0M | ||
| Q2 25 | $-12.9M | $1.1B | ||
| Q1 25 | $-4.6M | $1.2B | ||
| Q4 24 | $4.5M | $1.2B | ||
| Q3 24 | $12.2M | $1.2B | ||
| Q2 24 | $23.9M | $1.2B | ||
| Q1 24 | $32.6M | $1.2B |
总资产RCELRWT
| Q4 25 | $56.4M | $23.7B | ||
| Q3 25 | $63.7M | $22.6B | ||
| Q2 25 | $58.1M | $21.3B | ||
| Q1 25 | $69.6M | $19.9B | ||
| Q4 24 | $79.7M | $18.3B | ||
| Q3 24 | $81.1M | $18.4B | ||
| Q2 24 | $87.8M | $16.5B | ||
| Q1 24 | $97.4M | $15.1B |
负债/权益比RCELRWT
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 1.39× |
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 | $-10.1B |
| 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 | — | -504.15× |
| 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RCELRWT
| Q4 25 | $-5.4M | $-10.1B | ||
| Q3 25 | $-5.2M | $-2.7B | ||
| Q2 25 | $-10.2M | $-2.1B | ||
| Q1 25 | $-10.3M | $-2.0B | ||
| Q4 24 | $-8.1M | $-5.9B | ||
| Q3 24 | $-7.2M | $-2.1B | ||
| Q2 24 | $-12.8M | $-2.0B | ||
| Q1 24 | $-20.9M | $-954.2M |
自由现金流RCELRWT
| 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RCELRWT
| 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RCELRWT
| 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RCELRWT
| Q4 25 | — | -504.15× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | -120.92× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | -140.86× | ||
| Q2 24 | — | -126.56× | ||
| Q1 24 | — | -31.53× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
