vs
美国鹰（AEO）与Compass, Inc.（COMP）财务数据对比。点击上方公司名可切换其他公司
Compass, Inc.的季度营收约是美国鹰的1.2倍（$1.7B vs $1.4B），美国鹰净利率更高（6.7% vs -2.5%，领先9.2%），Compass, Inc.同比增速更快（23.1% vs 5.7%），Compass, Inc.自由现金流更多（$42.2M vs $-2.5M），过去两年Compass, Inc.的营收复合增速更高（27.0% vs 2.3%）
American Eagle Outfitters是美国知名服饰及配饰零售商，总部位于宾夕法尼亚州匹兹堡市南区工业园。品牌1977年由杰里·西尔弗曼与马克·西尔弗曼兄弟创立，最初为零售风险投资公司的子公司，旗下还运营西尔弗曼男装。1980年创始人向肖滕斯坦家族出售一半股权，1991年售罄剩余股份，目前旗下拥有Aerie、Unsubscribed等多个品牌。
Compass, Inc.是美国主营住宅房产经纪业务的企业，其平台旗下有约3.3万名经纪人，大多为独立合同工，运营Compass、21世纪不动产、科威国际不动产、苏富比国际地产、佳士得国际地产等多个知名房产经纪品牌。
AEO vs COMP — 直观对比
营收规模更大
COMP
是对方的1.2倍
$1.4B
营收增速更快
COMP
高出17.4%
5.7%
净利率更高
AEO
高出9.2%
-2.5%
自由现金流更多
COMP
多$44.7M
$-2.5M
两年增速更快
COMP
近两年复合增速
2.3%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $1.7B |
| 净利润 | $91.3M | $-42.6M |
| 毛利率 | 40.5% | — |
| 营业利润率 | 8.3% | -2.5% |
| 净利率 | 6.7% | -2.5% |
| 营收同比 | 5.7% | 23.1% |
| 净利润同比 | 14.2% | -5.2% |
| 每股收益（稀释后） | $0.53 | $-0.07 |
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AEOCOMP
| Q4 25 | $1.4B | $1.7B | ||
| Q3 25 | $1.3B | $1.8B | ||
| Q2 25 | $1.1B | $2.1B | ||
| Q1 25 | — | $1.4B | ||
| Q4 24 | $1.3B | $1.4B | ||
| Q3 24 | $1.3B | $1.5B | ||
| Q2 24 | $1.1B | $1.7B | ||
| Q1 24 | $1.7B | $1.1B |
净利润AEOCOMP
| Q4 25 | $91.3M | $-42.6M | ||
| Q3 25 | $77.6M | $-4.6M | ||
| Q2 25 | $-64.9M | $39.4M | ||
| Q1 25 | — | $-50.7M | ||
| Q4 24 | $80.0M | $-40.5M | ||
| Q3 24 | $77.3M | $-1.7M | ||
| Q2 24 | $67.8M | $20.7M | ||
| Q1 24 | $6.3M | $-132.9M |
毛利率AEOCOMP
| Q4 25 | 40.5% | — | ||
| Q3 25 | 38.9% | — | ||
| Q2 25 | 29.6% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 40.9% | — | ||
| Q3 24 | 38.6% | — | ||
| Q2 24 | 40.6% | — | ||
| Q1 24 | 36.6% | — |
营业利润率AEOCOMP
| Q4 25 | 8.3% | -2.5% | ||
| Q3 25 | 8.0% | -0.4% | ||
| Q2 25 | -7.8% | 1.9% | ||
| Q1 25 | — | -4.0% | ||
| Q4 24 | 8.2% | -2.9% | ||
| Q3 24 | 7.8% | -0.2% | ||
| Q2 24 | 6.8% | 1.3% | ||
| Q1 24 | 0.6% | -12.5% |
净利率AEOCOMP
| Q4 25 | 6.7% | -2.5% | ||
| Q3 25 | 6.0% | -0.2% | ||
| Q2 25 | -6.0% | 1.9% | ||
| Q1 25 | — | -3.7% | ||
| Q4 24 | 6.2% | -2.9% | ||
| Q3 24 | 6.0% | -0.1% | ||
| Q2 24 | 5.9% | 1.2% | ||
| Q1 24 | 0.4% | -12.6% |
每股收益（稀释后）AEOCOMP
| Q4 25 | $0.53 | $-0.07 | ||
| Q3 25 | $0.45 | $-0.01 | ||
| Q2 25 | $-0.36 | $0.07 | ||
| Q1 25 | — | $-0.09 | ||
| Q4 24 | $0.41 | $-0.08 | ||
| Q3 24 | $0.39 | $0.00 | ||
| Q2 24 | $0.34 | $0.04 | ||
| Q1 24 | $0.03 | $-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 | $112.8M | $199.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.6B | $782.0M |
| 总资产 | $4.2B | $1.5B |
| 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AEOCOMP
| Q4 25 | $112.8M | $199.0M | ||
| Q3 25 | $126.8M | $170.3M | ||
| Q2 25 | $87.9M | $177.3M | ||
| Q1 25 | — | $127.0M | ||
| Q4 24 | $160.2M | $223.8M | ||
| Q3 24 | $191.8M | $211.2M | ||
| Q2 24 | $300.5M | $185.8M | ||
| Q1 24 | $454.1M | $165.9M |
总债务AEOCOMP
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $0 | — | ||
| Q3 24 | $0 | — | ||
| Q2 24 | $0 | — | ||
| Q1 24 | $0 | — |
股东权益AEOCOMP
| Q4 25 | $1.6B | $782.0M | ||
| Q3 25 | $1.5B | $773.3M | ||
| Q2 25 | $1.5B | $719.9M | ||
| Q1 25 | — | $635.0M | ||
| Q4 24 | $1.7B | $409.4M | ||
| Q3 24 | $1.7B | $428.0M | ||
| Q2 24 | $1.8B | $398.4M | ||
| Q1 24 | $1.7B | $330.3M |
总资产AEOCOMP
| Q4 25 | $4.2B | $1.5B | ||
| Q3 25 | $4.1B | $1.6B | ||
| Q2 25 | $3.8B | $1.6B | ||
| Q1 25 | — | $1.5B | ||
| Q4 24 | $3.7B | $1.2B | ||
| Q3 24 | $3.5B | $1.2B | ||
| Q2 24 | $3.6B | $1.2B | ||
| Q1 24 | $3.6B | $1.1B |
负债/权益比AEOCOMP
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.00× | — | ||
| Q3 24 | 0.00× | — | ||
| Q2 24 | 0.00× | — | ||
| Q1 24 | 0.00× | — |
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 | $67.1M | $45.3M |
| 自由现金流经营现金流 - 资本支出 | $-2.5M | $42.2M |
| 自由现金流率自由现金流/营收 | -0.2% | 2.5% |
| 资本支出强度资本支出/营收 | 5.1% | 0.2% |
| 现金转化率经营现金流/净利润 | 0.74× | — |
| 过去12个月自由现金流最近4个季度 | $-169.8M | $203.3M |
8季度趋势，按日历期对齐
经营现金流AEOCOMP
| Q4 25 | $67.1M | $45.3M | ||
| Q3 25 | $27.8M | $75.5M | ||
| Q2 25 | $-54.7M | $72.8M | ||
| Q1 25 | — | $23.1M | ||
| Q4 24 | $52.9M | $30.5M | ||
| Q3 24 | $78.3M | $37.4M | ||
| Q2 24 | $-38.1M | $45.0M | ||
| Q1 24 | $296.4M | $8.6M |
自由现金流AEOCOMP
| Q4 25 | $-2.5M | $42.2M | ||
| Q3 25 | $-43.1M | $73.6M | ||
| Q2 25 | $-116.3M | $68.0M | ||
| Q1 25 | — | $19.5M | ||
| Q4 24 | $-7.8M | $26.7M | ||
| Q3 24 | $17.5M | $32.8M | ||
| Q2 24 | $-74.3M | $40.4M | ||
| Q1 24 | $256.8M | $5.9M |
自由现金流率AEOCOMP
| Q4 25 | -0.2% | 2.5% | ||
| Q3 25 | -3.4% | 4.0% | ||
| Q2 25 | -10.7% | 3.3% | ||
| Q1 25 | — | 1.4% | ||
| Q4 24 | -0.6% | 1.9% | ||
| Q3 24 | 1.4% | 2.2% | ||
| Q2 24 | -6.5% | 2.4% | ||
| Q1 24 | 15.3% | 0.6% |
资本支出强度AEOCOMP
| Q4 25 | 5.1% | 0.2% | ||
| Q3 25 | 5.5% | 0.1% | ||
| Q2 25 | 5.7% | 0.2% | ||
| Q1 25 | — | 0.3% | ||
| Q4 24 | 4.7% | 0.3% | ||
| Q3 24 | 4.7% | 0.3% | ||
| Q2 24 | 3.2% | 0.3% | ||
| Q1 24 | 2.4% | 0.3% |
现金转化率AEOCOMP
| Q4 25 | 0.74× | — | ||
| Q3 25 | 0.36× | — | ||
| Q2 25 | — | 1.85× | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.66× | — | ||
| Q3 24 | 1.01× | — | ||
| Q2 24 | -0.56× | 2.17× | ||
| Q1 24 | 46.93× | — |
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
AEO
| American Eagle Brand | $800.4M | 59% |
| Aerie Brand | $429.1M | 31% |
| Other | $133.2M | 10% |
COMP
暂无分部数据
