vs
美国鹰（AEO）与Circle Internet Group, Inc.（CRCL）财务数据对比。点击上方公司名可切换其他公司
美国鹰的季度营收约是Circle Internet Group, Inc.的1.8倍（$1.4B vs $739.8M），Circle Internet Group, Inc.净利率更高（29.0% vs 6.7%，领先22.3%），Circle Internet Group, Inc.同比增速更快（5113.5% vs 5.7%），美国鹰自由现金流更多（$-2.5M vs $-14.7M）
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。
Circle是2013年由杰里米·阿莱尔与肖恩·内维尔联合创立的支付科技企业，目前总部位于美国纽约，核心业务覆盖稳定币发行，推出了锚定美元的USDC、锚定欧元的EURC两款稳定币，同时还发行有代币化货币市场基金产品USYC。
AEO vs CRCL — 直观对比
营收规模更大
AEO
是对方的1.8倍
$739.8M
营收增速更快
CRCL
高出5107.8%
5.7%
净利率更高
CRCL
高出22.3%
6.7%
自由现金流更多
AEO
多$12.2M
$-14.7M
损益表 — Q3 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $739.8M |
| 净利润 | $91.3M | $214.4M |
| 毛利率 | 40.5% | — |
| 营业利润率 | 8.3% | 11.0% |
| 净利率 | 6.7% | 29.0% |
| 营收同比 | 5.7% | 5113.5% |
| 净利润同比 | 14.2% | 202.0% |
| 每股收益（稀释后） | $0.53 | $0.64 |
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AEOCRCL
| Q4 25 | $1.4B | — | ||
| Q3 25 | $1.3B | $739.8M | ||
| Q2 25 | $1.1B | $658.1M | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | $1.3B | — | ||
| Q2 24 | $1.1B | $6.8M | ||
| Q1 24 | $1.7B | — | ||
| Q4 23 | $1.3B | — |
净利润AEOCRCL
| Q4 25 | $91.3M | — | ||
| Q3 25 | $77.6M | $214.4M | ||
| Q2 25 | $-64.9M | $-482.1M | ||
| Q4 24 | $80.0M | — | ||
| Q3 24 | $77.3M | — | ||
| Q2 24 | $67.8M | $32.9M | ||
| Q1 24 | $6.3M | — | ||
| Q4 23 | $96.7M | — |
毛利率AEOCRCL
| Q4 25 | 40.5% | — | ||
| Q3 25 | 38.9% | — | ||
| Q2 25 | 29.6% | — | ||
| Q4 24 | 40.9% | — | ||
| Q3 24 | 38.6% | — | ||
| Q2 24 | 40.6% | — | ||
| Q1 24 | 36.6% | — | ||
| Q4 23 | 41.8% | — |
营业利润率AEOCRCL
| Q4 25 | 8.3% | — | ||
| Q3 25 | 8.0% | 11.0% | ||
| Q2 25 | -7.8% | -49.5% | ||
| Q4 24 | 8.2% | — | ||
| Q3 24 | 7.8% | — | ||
| Q2 24 | 6.8% | — | ||
| Q1 24 | 0.6% | — | ||
| Q4 23 | 9.6% | — |
净利率AEOCRCL
| Q4 25 | 6.7% | — | ||
| Q3 25 | 6.0% | 29.0% | ||
| Q2 25 | -6.0% | -73.3% | ||
| Q4 24 | 6.2% | — | ||
| Q3 24 | 6.0% | — | ||
| Q2 24 | 5.9% | 486.5% | ||
| Q1 24 | 0.4% | — | ||
| Q4 23 | 7.4% | — |
每股收益（稀释后）AEOCRCL
| Q4 25 | $0.53 | — | ||
| Q3 25 | $0.45 | $0.64 | ||
| Q2 25 | $-0.36 | $-4.48 | ||
| Q4 24 | $0.41 | — | ||
| Q3 24 | $0.39 | — | ||
| Q2 24 | $0.34 | $0.00 | ||
| Q1 24 | $0.03 | — | ||
| Q4 23 | $0.49 | — |
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 | $1.3B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.6B | $3.0B |
| 总资产 | $4.2B | $76.8B |
| 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AEOCRCL
| Q4 25 | $112.8M | — | ||
| Q3 25 | $126.8M | $1.3B | ||
| Q2 25 | $87.9M | $1.1B | ||
| Q4 24 | $160.2M | — | ||
| Q3 24 | $191.8M | — | ||
| Q2 24 | $300.5M | $457.5M | ||
| Q1 24 | $454.1M | — | ||
| Q4 23 | $240.9M | — |
总债务AEOCRCL
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q4 24 | $0 | — | ||
| Q3 24 | $0 | — | ||
| Q2 24 | $0 | — | ||
| Q1 24 | $0 | — | ||
| Q4 23 | $0 | — |
股东权益AEOCRCL
| Q4 25 | $1.6B | — | ||
| Q3 25 | $1.5B | $3.0B | ||
| Q2 25 | $1.5B | $2.4B | ||
| Q4 24 | $1.7B | — | ||
| Q3 24 | $1.7B | — | ||
| Q2 24 | $1.8B | $460.9M | ||
| Q1 24 | $1.7B | — | ||
| Q4 23 | $1.7B | — |
总资产AEOCRCL
| Q4 25 | $4.2B | — | ||
| Q3 25 | $4.1B | $76.8B | ||
| Q2 25 | $3.8B | $64.2B | ||
| Q4 24 | $3.7B | — | ||
| Q3 24 | $3.5B | — | ||
| Q2 24 | $3.6B | — | ||
| Q1 24 | $3.6B | — | ||
| Q4 23 | $3.5B | — |
负债/权益比AEOCRCL
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q4 24 | 0.00× | — | ||
| Q3 24 | 0.00× | — | ||
| Q2 24 | 0.00× | — | ||
| Q1 24 | 0.00× | — | ||
| Q4 23 | 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 | $-10.7M |
| 自由现金流经营现金流 - 资本支出 | $-2.5M | $-14.7M |
| 自由现金流率自由现金流/营收 | -0.2% | -2.0% |
| 资本支出强度资本支出/营收 | 5.1% | 0.5% |
| 现金转化率经营现金流/净利润 | 0.74× | -0.05× |
| 过去12个月自由现金流最近4个季度 | $-169.8M | — |
8季度趋势，按日历期对齐
经营现金流AEOCRCL
| Q4 25 | $67.1M | — | ||
| Q3 25 | $27.8M | $-10.7M | ||
| Q2 25 | $-54.7M | $303.7M | ||
| Q4 24 | $52.9M | — | ||
| Q3 24 | $78.3M | — | ||
| Q2 24 | $-38.1M | — | ||
| Q1 24 | $296.4M | — | ||
| Q4 23 | $136.5M | — |
自由现金流AEOCRCL
| Q4 25 | $-2.5M | — | ||
| Q3 25 | $-43.1M | $-14.7M | ||
| Q2 25 | $-116.3M | $296.3M | ||
| Q4 24 | $-7.8M | — | ||
| Q3 24 | $17.5M | — | ||
| Q2 24 | $-74.3M | — | ||
| Q1 24 | $256.8M | — | ||
| Q4 23 | $93.5M | — |
自由现金流率AEOCRCL
| Q4 25 | -0.2% | — | ||
| Q3 25 | -3.4% | -2.0% | ||
| Q2 25 | -10.7% | 45.0% | ||
| Q4 24 | -0.6% | — | ||
| Q3 24 | 1.4% | — | ||
| Q2 24 | -6.5% | — | ||
| Q1 24 | 15.3% | — | ||
| Q4 23 | 7.2% | — |
资本支出强度AEOCRCL
| Q4 25 | 5.1% | — | ||
| Q3 25 | 5.5% | 0.5% | ||
| Q2 25 | 5.7% | 1.1% | ||
| Q4 24 | 4.7% | — | ||
| Q3 24 | 4.7% | — | ||
| Q2 24 | 3.2% | — | ||
| Q1 24 | 2.4% | — | ||
| Q4 23 | 3.3% | — |
现金转化率AEOCRCL
| Q4 25 | 0.74× | — | ||
| Q3 25 | 0.36× | -0.05× | ||
| Q2 25 | — | — | ||
| Q4 24 | 0.66× | — | ||
| Q3 24 | 1.01× | — | ||
| Q2 24 | -0.56× | — | ||
| Q1 24 | 46.93× | — | ||
| Q4 23 | 1.41× | — |
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% |
CRCL
暂无分部数据
