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Rent the Runway, Inc.（RENT）与Sally Beauty Holdings, Inc.（SBH）财务数据对比。点击上方公司名可切换其他公司
Sally Beauty Holdings, Inc.的季度营收约是Rent the Runway, Inc.的89.0倍（$943.2M vs $10.6M）。Rent the Runway, Inc.净利率更高（721.7% vs 4.8%，领先716.9%）。Rent the Runway, Inc.同比增速更快（10.4% vs 0.6%）。过去两年Sally Beauty Holdings, Inc.的营收复合增速更高（1.9% vs 1.0%）
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。
莎莉美容控股是美国的跨国专业美妆用品零售及分销商，主营专业级美容相关产品供应，年营收超39亿美元，业务覆盖全球多个市场，在专业美容供应链领域拥有较高的行业知名度。
RENT vs SBH — 直观对比
营收规模更大
SBH
是对方的89.0倍
$10.6M
营收增速更快
RENT
高出9.9%
0.6%
净利率更高
RENT
高出716.9%
4.8%
两年增速更快
SBH
近两年复合增速
1.0%
损益表 — Q3 2026 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $10.6M | $943.2M |
| 净利润 | $76.5M | $45.6M |
| 毛利率 | -126.4% | 51.2% |
| 营业利润率 | -152.8% | 8.1% |
| 净利率 | 721.7% | 4.8% |
| 营收同比 | 10.4% | 0.6% |
| 净利润同比 | 504.8% | -25.3% |
| 每股收益（稀释后） | $13.65 | $0.45 |
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RENTSBH
| Q4 25 | $10.6M | $943.2M | ||
| Q3 25 | $11.7M | $947.1M | ||
| Q2 25 | $7.6M | $933.3M | ||
| Q1 25 | $11.8M | $883.1M | ||
| Q4 24 | $9.6M | $937.9M | ||
| Q3 24 | $10.4M | $935.0M | ||
| Q2 24 | $8.9M | $942.3M | ||
| Q1 24 | $10.4M | $908.4M |
净利润RENTSBH
| Q4 25 | $76.5M | $45.6M | ||
| Q3 25 | $-26.4M | $49.9M | ||
| Q2 25 | $-26.1M | $45.7M | ||
| Q1 25 | $-13.4M | $39.2M | ||
| Q4 24 | $-18.9M | $61.0M | ||
| Q3 24 | $-15.6M | $48.1M | ||
| Q2 24 | $-22.0M | $37.7M | ||
| Q1 24 | $-24.8M | $29.2M |
毛利率RENTSBH
| Q4 25 | -126.4% | 51.2% | ||
| Q3 25 | -92.3% | 52.2% | ||
| Q2 25 | -168.4% | 51.5% | ||
| Q1 25 | -71.2% | 52.0% | ||
| Q4 24 | -122.9% | 50.8% | ||
| Q3 24 | -98.1% | 51.2% | ||
| Q2 24 | -131.5% | 51.0% | ||
| Q1 24 | -93.3% | 51.0% |
营业利润率RENTSBH
| Q4 25 | -152.8% | 8.1% | ||
| Q3 25 | -171.8% | 8.4% | ||
| Q2 25 | -259.2% | 8.4% | ||
| Q1 25 | -65.3% | 7.9% | ||
| Q4 24 | -142.7% | 10.7% | ||
| Q3 24 | -92.3% | 8.8% | ||
| Q2 24 | -185.4% | 7.6% | ||
| Q1 24 | -185.6% | 6.6% |
净利率RENTSBH
| Q4 25 | 721.7% | 4.8% | ||
| Q3 25 | -225.6% | 5.3% | ||
| Q2 25 | -343.4% | 4.9% | ||
| Q1 25 | -113.6% | 4.4% | ||
| Q4 24 | -196.9% | 6.5% | ||
| Q3 24 | -150.0% | 5.1% | ||
| Q2 24 | -247.2% | 4.0% | ||
| Q1 24 | -238.5% | 3.2% |
每股收益（稀释后）RENTSBH
| Q4 25 | $13.65 | $0.45 | ||
| Q3 25 | $-6.55 | $0.49 | ||
| Q2 25 | $-6.58 | $0.44 | ||
| Q1 25 | $-2.72 | $0.38 | ||
| Q4 24 | $-4.70 | $0.58 | ||
| Q3 24 | $-4.17 | $0.45 | ||
| Q2 24 | $-6.03 | $0.36 | ||
| Q1 24 | $-5.36 | $0.27 |
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 | $50.7M | $157.2M |
| 总债务越低越好 | — | $842.5M |
| 股东权益账面价值 | $-35.1M | $823.6M |
| 总资产 | $231.0M | $2.9B |
| 负债/权益比越低杠杆越低 | — | 1.02× |
8季度趋势，按日历期对齐
现金及短期投资RENTSBH
| Q4 25 | $50.7M | $157.2M | ||
| Q3 25 | $43.6M | $149.2M | ||
| Q2 25 | $70.4M | $112.8M | ||
| Q1 25 | $77.4M | $92.2M | ||
| Q4 24 | $74.1M | $105.5M | ||
| Q3 24 | $76.6M | $108.0M | ||
| Q2 24 | $82.0M | $97.4M | ||
| Q1 24 | $84.0M | $97.2M |
总债务RENTSBH
| Q4 25 | — | $842.5M | ||
| Q3 25 | — | $862.0M | ||
| Q2 25 | $340.6M | $882.4M | ||
| Q1 25 | $333.7M | $902.8M | ||
| Q4 24 | — | $938.1M | ||
| Q3 24 | — | $978.3M | ||
| Q2 24 | — | $978.9M | ||
| Q1 24 | — | $978.4M |
股东权益RENTSBH
| Q4 25 | $-35.1M | $823.6M | ||
| Q3 25 | $-232.1M | $794.2M | ||
| Q2 25 | $-207.1M | $762.9M | ||
| Q1 25 | $-182.5M | $699.8M | ||
| Q4 24 | $-171.2M | $656.5M | ||
| Q3 24 | $-154.5M | $628.5M | ||
| Q2 24 | $-141.3M | $577.7M | ||
| Q1 24 | $-122.3M | $550.9M |
总资产RENTSBH
| Q4 25 | $231.0M | $2.9B | ||
| Q3 25 | $219.0M | $2.9B | ||
| Q2 25 | $245.3M | $2.7B | ||
| Q1 25 | $240.0M | $2.7B | ||
| Q4 24 | $251.6M | $2.7B | ||
| Q3 24 | $257.4M | $2.8B | ||
| Q2 24 | $278.4M | $2.7B | ||
| Q1 24 | $278.5M | $2.7B |
负债/权益比RENTSBH
| Q4 25 | — | 1.02× | ||
| Q3 25 | — | 1.09× | ||
| Q2 25 | — | 1.16× | ||
| Q1 25 | — | 1.29× | ||
| Q4 24 | — | 1.43× | ||
| Q3 24 | — | 1.56× | ||
| Q2 24 | — | 1.69× | ||
| Q1 24 | — | 1.78× |
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 | $-1.4M | $93.2M |
| 自由现金流经营现金流 - 资本支出 | — | $57.5M |
| 自由现金流率自由现金流/营收 | — | 6.1% |
| 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× | 2.05× |
| 过去12个月自由现金流最近4个季度 | — | $216.8M |
8季度趋势，按日历期对齐
经营现金流RENTSBH
| Q4 25 | $-1.4M | $93.2M | ||
| Q3 25 | $-10.5M | $120.9M | ||
| Q2 25 | $8.3M | $69.4M | ||
| Q1 25 | $1.4M | $51.1M | ||
| Q4 24 | $4.7M | $33.5M | ||
| Q3 24 | $2.2M | $110.7M | ||
| Q2 24 | $4.6M | $47.9M | ||
| Q1 24 | $-8.0M | $36.9M |
自由现金流RENTSBH
| Q4 25 | — | $57.5M | ||
| Q3 25 | — | $78.0M | ||
| Q2 25 | — | $49.1M | ||
| Q1 25 | — | $32.2M | ||
| Q4 24 | — | $13.4M | ||
| Q3 24 | — | $73.3M | ||
| Q2 24 | — | $28.7M | ||
| Q1 24 | — | $22.8M |
自由现金流率RENTSBH
| Q4 25 | — | 6.1% | ||
| Q3 25 | — | 8.2% | ||
| Q2 25 | — | 5.3% | ||
| Q1 25 | — | 3.6% | ||
| Q4 24 | — | 1.4% | ||
| Q3 24 | — | 7.8% | ||
| Q2 24 | — | 3.1% | ||
| Q1 24 | — | 2.5% |
资本支出强度RENTSBH
| Q4 25 | — | 3.8% | ||
| Q3 25 | — | 4.5% | ||
| Q2 25 | — | 2.2% | ||
| Q1 25 | — | 2.1% | ||
| Q4 24 | — | 2.1% | ||
| Q3 24 | — | 4.0% | ||
| Q2 24 | — | 2.0% | ||
| Q1 24 | — | 1.6% |
现金转化率RENTSBH
| Q4 25 | -0.02× | 2.05× | ||
| Q3 25 | — | 2.42× | ||
| Q2 25 | — | 1.52× | ||
| Q1 25 | — | 1.30× | ||
| Q4 24 | — | 0.55× | ||
| Q3 24 | — | 2.30× | ||
| Q2 24 | — | 1.27× | ||
| Q1 24 | — | 1.26× |
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
RENT
暂无分部数据
SBH
| Sally Beauty Supply | $531.6M | 56% |
| Beauty Systems Group | $411.6M | 44% |
