vs
美国鹰（AEO）与DESTINATION XL GROUP, INC.（DXLG）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DESTINATION XL GROUP, INC.的13.4倍（$1.4B vs $101.9M）。美国鹰净利率更高（6.7% vs -4.0%，领先10.7%）。美国鹰同比增速更快（5.7% vs -5.2%）。美国鹰自由现金流更多（$-2.5M vs $-6.0M）。过去两年美国鹰的营收复合增速更高（2.8% vs -13.8%）
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。
Destination XL Group是北美大型男装零售商，主打大码与加肥加大男士服饰，旗下拥有DXL、Casual Male XL两大品牌，在美国全境开设了290家直营门店与 outlet 门店，同时通过dxl.com官网及移动客户端服务美国、加拿大、英国、大中华区等全球多地客户，总部位于美国马萨诸塞州坎顿。
AEO vs DXLG — 直观对比
营收规模更大
AEO
是对方的13.4倍
$101.9M
营收增速更快
AEO
高出10.9%
-5.2%
净利率更高
AEO
高出10.7%
-4.0%
自由现金流更多
AEO
多$3.5M
$-6.0M
两年增速更快
AEO
近两年复合增速
-13.8%
损益表 — Q3 2026 vs Q4 2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $101.9M |
| 净利润 | $91.3M | $-4.1M |
| 毛利率 | 40.5% | 42.7% |
| 营业利润率 | 8.3% | -5.6% |
| 净利率 | 6.7% | -4.0% |
| 营收同比 | 5.7% | -5.2% |
| 净利润同比 | 14.2% | -128.3% |
| 每股收益（稀释后） | $0.53 | $-0.08 |
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AEODXLG
| Q4 25 | $1.4B | $101.9M | ||
| Q3 25 | $1.3B | $115.5M | ||
| Q2 25 | $1.1B | $105.5M | ||
| Q1 25 | — | $119.2M | ||
| Q4 24 | $1.3B | $107.5M | ||
| Q3 24 | $1.3B | $124.8M | ||
| Q2 24 | $1.1B | $115.5M | ||
| Q1 24 | $1.7B | $137.1M |
净利润AEODXLG
| Q4 25 | $91.3M | $-4.1M | ||
| Q3 25 | $77.6M | $-265.0K | ||
| Q2 25 | $-64.9M | $-1.9M | ||
| Q1 25 | — | $-1.3M | ||
| Q4 24 | $80.0M | $-1.8M | ||
| Q3 24 | $77.3M | $2.4M | ||
| Q2 24 | $67.8M | $3.8M | ||
| Q1 24 | $6.3M | $5.2M |
毛利率AEODXLG
| Q4 25 | 40.5% | 42.7% | ||
| Q3 25 | 38.9% | 45.2% | ||
| Q2 25 | 29.6% | 45.1% | ||
| Q1 25 | — | 44.4% | ||
| Q4 24 | 40.9% | 45.1% | ||
| Q3 24 | 38.6% | 48.2% | ||
| Q2 24 | 40.6% | 48.2% | ||
| Q1 24 | 36.6% | 47.0% |
营业利润率AEODXLG
| Q4 25 | 8.3% | -5.6% | ||
| Q3 25 | 8.0% | 0.6% | ||
| Q2 25 | -7.8% | -3.3% | ||
| Q1 25 | — | -1.5% | ||
| Q4 24 | 8.2% | -2.4% | ||
| Q3 24 | 7.8% | 2.5% | ||
| Q2 24 | 6.8% | 4.2% | ||
| Q1 24 | 0.6% | 5.9% |
净利率AEODXLG
| Q4 25 | 6.7% | -4.0% | ||
| Q3 25 | 6.0% | -0.2% | ||
| Q2 25 | -6.0% | -1.8% | ||
| Q1 25 | — | -1.1% | ||
| Q4 24 | 6.2% | -1.7% | ||
| Q3 24 | 6.0% | 1.9% | ||
| Q2 24 | 5.9% | 3.3% | ||
| Q1 24 | 0.4% | 3.8% |
每股收益（稀释后）AEODXLG
| Q4 25 | $0.53 | $-0.08 | ||
| Q3 25 | $0.45 | $0.00 | ||
| Q2 25 | $-0.36 | $-0.04 | ||
| Q1 25 | — | $-0.02 | ||
| Q4 24 | $0.41 | $-0.03 | ||
| Q3 24 | $0.39 | $0.04 | ||
| Q2 24 | $0.34 | $0.06 | ||
| Q1 24 | $0.03 | $0.08 |
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 | $27.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.6B | $137.2M |
| 总资产 | $4.2B | $401.5M |
| 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AEODXLG
| Q4 25 | $112.8M | $27.0M | ||
| Q3 25 | $126.8M | $33.5M | ||
| Q2 25 | $87.9M | $29.1M | ||
| Q1 25 | — | $48.4M | ||
| Q4 24 | $160.2M | $43.0M | ||
| Q3 24 | $191.8M | $63.2M | ||
| Q2 24 | $300.5M | $53.2M | ||
| Q1 24 | $454.1M | $60.0M |
总债务AEODXLG
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $0 | — | ||
| Q3 24 | $0 | — | ||
| Q2 24 | $0 | — | ||
| Q1 24 | $0 | — |
股东权益AEODXLG
| Q4 25 | $1.6B | $137.2M | ||
| Q3 25 | $1.5B | $140.9M | ||
| Q2 25 | $1.5B | $140.7M | ||
| Q1 25 | — | $141.2M | ||
| Q4 24 | $1.7B | $145.5M | ||
| Q3 24 | $1.7B | $157.0M | ||
| Q2 24 | $1.8B | $153.6M | ||
| Q1 24 | $1.7B | $149.0M |
总资产AEODXLG
| Q4 25 | $4.2B | $401.5M | ||
| Q3 25 | $4.1B | $408.8M | ||
| Q2 25 | $3.8B | $380.1M | ||
| Q1 25 | — | $381.0M | ||
| Q4 24 | $3.7B | $381.3M | ||
| Q3 24 | $3.5B | $383.8M | ||
| Q2 24 | $3.6B | $376.6M | ||
| Q1 24 | $3.6B | $357.7M |
负债/权益比AEODXLG
| 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 | $-1.1M |
| 自由现金流经营现金流 - 资本支出 | $-2.5M | $-6.0M |
| 自由现金流率自由现金流/营收 | -0.2% | -5.9% |
| 资本支出强度资本支出/营收 | 5.1% | 4.8% |
| 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 | $-11.4M |
8季度趋势，按日历期对齐
经营现金流AEODXLG
| Q4 25 | $67.1M | $-1.1M | ||
| Q3 25 | $27.8M | $9.9M | ||
| Q2 25 | $-54.7M | $-12.0M | ||
| Q1 25 | — | $17.1M | ||
| Q4 24 | — | $-3.5M | ||
| Q3 24 | $78.3M | $17.1M | ||
| Q2 24 | $-38.1M | $-1.1M | ||
| Q1 24 | $296.4M | $16.5M |
自由现金流AEODXLG
| Q4 25 | $-2.5M | $-6.0M | ||
| Q3 25 | $-43.1M | $4.6M | ||
| Q2 25 | $-116.3M | $-18.8M | ||
| Q1 25 | — | $8.8M | ||
| Q4 24 | — | $-10.1M | ||
| Q3 24 | $17.5M | $10.2M | ||
| Q2 24 | $-74.3M | $-7.0M | ||
| Q1 24 | $256.8M | $9.5M |
自由现金流率AEODXLG
| Q4 25 | -0.2% | -5.9% | ||
| Q3 25 | -3.4% | 3.9% | ||
| Q2 25 | -10.7% | -17.8% | ||
| Q1 25 | — | 7.4% | ||
| Q4 24 | — | -9.4% | ||
| Q3 24 | 1.4% | 8.2% | ||
| Q2 24 | -6.5% | -6.1% | ||
| Q1 24 | 15.3% | 6.9% |
资本支出强度AEODXLG
| Q4 25 | 5.1% | 4.8% | ||
| Q3 25 | 5.5% | 4.6% | ||
| Q2 25 | 5.7% | 6.4% | ||
| Q1 25 | — | 7.0% | ||
| Q4 24 | — | 6.2% | ||
| Q3 24 | 4.7% | 5.5% | ||
| Q2 24 | 3.2% | 5.1% | ||
| Q1 24 | 2.4% | 5.1% |
现金转化率AEODXLG
| Q4 25 | 0.74× | — | ||
| Q3 25 | 0.36× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.01× | 7.17× | ||
| Q2 24 | -0.56× | -0.30× | ||
| Q1 24 | 46.93× | 3.15× |
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% |
DXLG
| Sales Channel Through Intermediary | $74.5M | 73% |
| Sales Channel Directly To Consumer | $27.3M | 27% |
