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Arcus Biosciences, Inc.（RCUS）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
Arcus Biosciences, Inc.的季度营收约是Rent the Runway, Inc.的1.0倍（$11.0M vs $10.6M），Rent the Runway, Inc.净利率更高（721.7% vs -963.6%，领先1685.3%），Rent the Runway, Inc.同比增速更快（10.4% vs -52.2%），过去两年Arcus Biosciences, Inc.的营收复合增速更高（4.9% vs 1.0%）
Arcus Biosciences是一家处于临床阶段的美国基因编辑上市企业，总部位于北卡罗来纳州达勒姆，成立于2006年。公司依托其专有的“ARCUS”基因组编辑平台，专注于开发体内及体外基因编辑疗法，为相关疾病治疗提供创新解决方案。
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。
RCUS vs RENT — 直观对比
营收规模更大
RCUS
是对方的1.0倍
$10.6M
营收增速更快
RENT
高出62.6%
-52.2%
净利率更高
RENT
高出1685.3%
-963.6%
两年增速更快
RCUS
近两年复合增速
1.0%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $11.0M | $10.6M |
| 净利润 | $-106.0M | $76.5M |
| 毛利率 | — | -126.4% |
| 营业利润率 | -1036.4% | -152.8% |
| 净利率 | -963.6% | 721.7% |
| 营收同比 | -52.2% | 10.4% |
| 净利润同比 | -12.8% | 504.8% |
| 每股收益（稀释后） | $-0.88 | $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RCUSRENT
| Q4 25 | $11.0M | $10.6M | ||
| Q3 25 | $6.0M | $11.7M | ||
| Q2 25 | $8.0M | $7.6M | ||
| Q1 25 | $8.0M | $11.8M | ||
| Q4 24 | $23.0M | $9.6M | ||
| Q3 24 | $7.0M | $10.4M | ||
| Q2 24 | $11.0M | $8.9M | ||
| Q1 24 | $10.0M | $10.4M |
净利润RCUSRENT
| Q4 25 | $-106.0M | $76.5M | ||
| Q3 25 | $-135.0M | $-26.4M | ||
| Q2 25 | $0 | $-26.1M | ||
| Q1 25 | $-112.0M | $-13.4M | ||
| Q4 24 | $-94.0M | $-18.9M | ||
| Q3 24 | $-92.0M | $-15.6M | ||
| Q2 24 | $-93.0M | $-22.0M | ||
| Q1 24 | $-4.0M | $-24.8M |
毛利率RCUSRENT
| Q4 25 | — | -126.4% | ||
| Q3 25 | — | -92.3% | ||
| Q2 25 | — | -168.4% | ||
| Q1 25 | — | -71.2% | ||
| Q4 24 | — | -122.9% | ||
| Q3 24 | — | -98.1% | ||
| Q2 24 | — | -131.5% | ||
| Q1 24 | — | -93.3% |
营业利润率RCUSRENT
| Q4 25 | -1036.4% | -152.8% | ||
| Q3 25 | -2366.7% | -171.8% | ||
| Q2 25 | -100.0% | -259.2% | ||
| Q1 25 | -1525.0% | -65.3% | ||
| Q4 24 | -447.8% | -142.7% | ||
| Q3 24 | -1500.0% | -92.3% | ||
| Q2 24 | -963.6% | -185.4% | ||
| Q1 24 | -160.0% | -185.6% |
净利率RCUSRENT
| Q4 25 | -963.6% | 721.7% | ||
| Q3 25 | -2250.0% | -225.6% | ||
| Q2 25 | — | -343.4% | ||
| Q1 25 | -1400.0% | -113.6% | ||
| Q4 24 | -408.7% | -196.9% | ||
| Q3 24 | -1314.3% | -150.0% | ||
| Q2 24 | -845.5% | -247.2% | ||
| Q1 24 | -40.0% | -238.5% |
每股收益（稀释后）RCUSRENT
| Q4 25 | $-0.88 | $13.65 | ||
| Q3 25 | $-1.27 | $-6.55 | ||
| Q2 25 | $0.00 | $-6.58 | ||
| Q1 25 | $-1.14 | $-2.72 | ||
| Q4 24 | $-1.07 | $-4.70 | ||
| Q3 24 | $-1.00 | $-4.17 | ||
| Q2 24 | $-1.02 | $-6.03 | ||
| Q1 24 | $-0.05 | $-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 | $222.0M | $50.7M |
| 总债务越低越好 | $99.0M | — |
| 股东权益账面价值 | $631.0M | $-35.1M |
| 总资产 | $1.1B | $231.0M |
| 负债/权益比越低杠杆越低 | 0.16× | — |
8季度趋势，按日历期对齐
现金及短期投资RCUSRENT
| Q4 25 | $222.0M | $50.7M | ||
| Q3 25 | $238.0M | $43.6M | ||
| Q2 25 | $248.0M | $70.4M | ||
| Q1 25 | $192.0M | $77.4M | ||
| Q4 24 | $150.0M | $74.1M | ||
| Q3 24 | $201.0M | $76.6M | ||
| Q2 24 | $156.0M | $82.0M | ||
| Q1 24 | $185.0M | $84.0M |
总债务RCUSRENT
| Q4 25 | $99.0M | — | ||
| Q3 25 | $98.0M | — | ||
| Q2 25 | $97.0M | $340.6M | ||
| Q1 25 | $48.0M | $333.7M | ||
| Q4 24 | $48.0M | — | ||
| Q3 24 | $47.0M | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益RCUSRENT
| Q4 25 | $631.0M | $-35.1M | ||
| Q3 25 | $436.0M | $-232.1M | ||
| Q2 25 | $549.0M | $-207.1M | ||
| Q1 25 | $531.0M | $-182.5M | ||
| Q4 24 | $485.0M | $-171.2M | ||
| Q3 24 | $565.0M | $-154.5M | ||
| Q2 24 | $635.0M | $-141.3M | ||
| Q1 24 | $707.0M | $-122.3M |
总资产RCUSRENT
| Q4 25 | $1.1B | $231.0M | ||
| Q3 25 | $974.0M | $219.0M | ||
| Q2 25 | $1.1B | $245.3M | ||
| Q1 25 | $1.2B | $240.0M | ||
| Q4 24 | $1.1B | $251.6M | ||
| Q3 24 | $1.3B | $257.4M | ||
| Q2 24 | $1.2B | $278.4M | ||
| Q1 24 | $1.3B | $278.5M |
负债/权益比RCUSRENT
| Q4 25 | 0.16× | — | ||
| Q3 25 | 0.22× | — | ||
| Q2 25 | 0.18× | — | ||
| Q1 25 | 0.09× | — | ||
| Q4 24 | 0.10× | — | ||
| Q3 24 | 0.08× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $-120.0M | $-1.4M |
| 自由现金流经营现金流 - 资本支出 | $-121.0M | — |
| 自由现金流率自由现金流/营收 | -1100.0% | — |
| 资本支出强度资本支出/营收 | 9.1% | — |
| 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 | — | — |
8季度趋势，按日历期对齐
经营现金流RCUSRENT
| Q4 25 | $-120.0M | $-1.4M | ||
| Q3 25 | $-97.0M | $-10.5M | ||
| Q2 25 | $-133.0M | $8.3M | ||
| Q1 25 | $-132.0M | $1.4M | ||
| Q4 24 | $-100.0M | $4.7M | ||
| Q3 24 | $26.0M | $2.2M | ||
| Q2 24 | $-94.0M | $4.6M | ||
| Q1 24 | $-2.0M | $-8.0M |
自由现金流RCUSRENT
| Q4 25 | $-121.0M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $-133.0M | — | ||
| Q4 24 | $-101.0M | — | ||
| Q3 24 | $25.0M | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $-6.0M | — |
自由现金流率RCUSRENT
| Q4 25 | -1100.0% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | -1662.5% | — | ||
| Q4 24 | -439.1% | — | ||
| Q3 24 | 357.1% | — | ||
| Q2 24 | — | — | ||
| Q1 24 | -60.0% | — |
资本支出强度RCUSRENT
| Q4 25 | 9.1% | — | ||
| Q3 25 | 0.0% | — | ||
| Q2 25 | 0.0% | — | ||
| Q1 25 | 12.5% | — | ||
| Q4 24 | 4.3% | — | ||
| Q3 24 | 14.3% | — | ||
| Q2 24 | 0.0% | — | ||
| Q1 24 | 40.0% | — |
现金转化率RCUSRENT
| 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
业务分部营收拆解
RCUS
| Other | $5.0M | 45% |
| Other Collaboration Revenue | $4.0M | 36% |
| Access Rights And Option Continuation Periods | $2.0M | 18% |
RENT
暂无分部数据
