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美国鹰（AEO）与DYCOM INDUSTRIES INC（DY）财务数据对比。点击上方公司名可切换其他公司
DYCOM INDUSTRIES INC的季度营收约是美国鹰的1.1倍（$1.5B vs $1.4B），DYCOM INDUSTRIES INC净利率更高（7.3% vs 6.7%，领先0.6%），DYCOM INDUSTRIES INC同比增速更快（14.1% vs 5.7%），DYCOM INDUSTRIES INC自由现金流更多（$164.8M vs $-2.5M），过去两年DYCOM INDUSTRIES INC的营收复合增速更高（23.5% 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。
本公司是美国基础设施服务供应商，服务覆盖电力、管道、工业、通信四大领域，具备各类网络基础设施的规划、设计、安装、项目管理、运维及抢修能力。成立以来坚持内生增长，同时已收购150多家电力承包行业企业，为众多大型电力领域客户提供专业服务。
AEO vs DY — 直观对比
营收规模更大
DY
是对方的1.1倍
$1.4B
营收增速更快
DY
高出8.4%
5.7%
净利率更高
DY
高出0.6%
6.7%
自由现金流更多
DY
多$167.3M
$-2.5M
两年增速更快
DY
近两年复合增速
2.3%
损益表 — Q3 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $1.5B |
| 净利润 | $91.3M | $106.4M |
| 毛利率 | 40.5% | — |
| 营业利润率 | 8.3% | 9.7% |
| 净利率 | 6.7% | 7.3% |
| 营收同比 | 5.7% | 14.1% |
| 净利润同比 | 14.2% | 52.4% |
| 每股收益（稀释后） | $0.53 | $3.63 |
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AEODY
| Q4 25 | $1.4B | $1.5B | ||
| Q3 25 | $1.3B | $1.4B | ||
| Q2 25 | $1.1B | $1.3B | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | $1.3B | $1.3B | ||
| Q3 24 | $1.3B | $1.2B | ||
| Q2 24 | $1.1B | $1.1B | ||
| Q1 24 | $1.7B | $952.5M |
净利润AEODY
| Q4 25 | $91.3M | $106.4M | ||
| Q3 25 | $77.6M | $97.5M | ||
| Q2 25 | $-64.9M | $61.0M | ||
| Q1 25 | — | $32.7M | ||
| Q4 24 | $80.0M | $69.8M | ||
| Q3 24 | $77.3M | $68.4M | ||
| Q2 24 | $67.8M | $62.6M | ||
| Q1 24 | $6.3M | $23.4M |
毛利率AEODY
| 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AEODY
| Q4 25 | 8.3% | 9.7% | ||
| Q3 25 | 8.0% | 9.5% | ||
| Q2 25 | -7.8% | 6.2% | ||
| Q1 25 | — | 4.1% | ||
| Q4 24 | 8.2% | 7.2% | ||
| Q3 24 | 7.8% | 7.9% | ||
| Q2 24 | 6.8% | 6.8% | ||
| Q1 24 | 0.6% | 3.3% |
净利率AEODY
| Q4 25 | 6.7% | 7.3% | ||
| Q3 25 | 6.0% | 7.1% | ||
| Q2 25 | -6.0% | 4.9% | ||
| Q1 25 | — | 3.0% | ||
| Q4 24 | 6.2% | 5.5% | ||
| Q3 24 | 6.0% | 5.7% | ||
| Q2 24 | 5.9% | 5.5% | ||
| Q1 24 | 0.4% | 2.5% |
每股收益（稀释后）AEODY
| Q4 25 | $0.53 | $3.63 | ||
| Q3 25 | $0.45 | $3.33 | ||
| Q2 25 | $-0.36 | $2.09 | ||
| Q1 25 | — | $1.11 | ||
| Q4 24 | $0.41 | $2.37 | ||
| Q3 24 | $0.39 | $2.32 | ||
| Q2 24 | $0.34 | $2.12 | ||
| Q1 24 | $0.03 | $0.79 |
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 | $110.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.6B | $1.5B |
| 总资产 | $4.2B | $3.3B |
| 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AEODY
| Q4 25 | $112.8M | $110.1M | ||
| Q3 25 | $126.8M | $28.5M | ||
| Q2 25 | $87.9M | $16.1M | ||
| Q1 25 | — | $92.7M | ||
| Q4 24 | $160.2M | $15.3M | ||
| Q3 24 | $191.8M | $19.6M | ||
| Q2 24 | $300.5M | $26.1M | ||
| Q1 24 | $454.1M | $101.1M |
总债务AEODY
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $0 | — | ||
| Q3 24 | $0 | — | ||
| Q2 24 | $0 | — | ||
| Q1 24 | $0 | — |
股东权益AEODY
| Q4 25 | $1.6B | $1.5B | ||
| Q3 25 | $1.5B | $1.4B | ||
| Q2 25 | $1.5B | $1.3B | ||
| Q1 25 | — | $1.2B | ||
| Q4 24 | $1.7B | $1.2B | ||
| Q3 24 | $1.7B | $1.2B | ||
| Q2 24 | $1.8B | $1.1B | ||
| Q1 24 | $1.7B | $1.1B |
总资产AEODY
| Q4 25 | $4.2B | $3.3B | ||
| Q3 25 | $4.1B | $3.2B | ||
| Q2 25 | $3.8B | $3.1B | ||
| Q1 25 | — | $2.9B | ||
| Q4 24 | $3.7B | $3.1B | ||
| Q3 24 | $3.5B | $2.8B | ||
| Q2 24 | $3.6B | $2.6B | ||
| Q1 24 | $3.6B | $2.5B |
负债/权益比AEODY
| 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 | $220.0M |
| 自由现金流经营现金流 - 资本支出 | $-2.5M | $164.8M |
| 自由现金流率自由现金流/营收 | -0.2% | 11.4% |
| 资本支出强度资本支出/营收 | 5.1% | 3.8% |
| 现金转化率经营现金流/净利润 | 0.74× | 2.07× |
| 过去12个月自由现金流最近4个季度 | $-169.8M | $296.8M |
8季度趋势，按日历期对齐
经营现金流AEODY
| Q4 25 | $67.1M | $220.0M | ||
| Q3 25 | $27.8M | $57.4M | ||
| Q2 25 | $-54.7M | $-54.0M | ||
| Q1 25 | — | $328.2M | ||
| Q4 24 | $52.9M | $65.8M | ||
| Q3 24 | $78.3M | $-7.5M | ||
| Q2 24 | $-38.1M | $-37.4M | ||
| Q1 24 | $296.4M | $325.1M |
自由现金流AEODY
| Q4 25 | $-2.5M | $164.8M | ||
| Q3 25 | $-43.1M | $5.8M | ||
| Q2 25 | $-116.3M | $-133.5M | ||
| Q1 25 | — | $259.7M | ||
| Q4 24 | $-7.8M | $-8.8M | ||
| Q3 24 | $17.5M | $-72.9M | ||
| Q2 24 | $-74.3M | $-79.4M | ||
| Q1 24 | $256.8M | $267.7M |
自由现金流率AEODY
| Q4 25 | -0.2% | 11.4% | ||
| Q3 25 | -3.4% | 0.4% | ||
| Q2 25 | -10.7% | -10.6% | ||
| Q1 25 | — | 23.9% | ||
| Q4 24 | -0.6% | -0.7% | ||
| Q3 24 | 1.4% | -6.1% | ||
| Q2 24 | -6.5% | -6.9% | ||
| Q1 24 | 15.3% | 28.1% |
资本支出强度AEODY
| Q4 25 | 5.1% | 3.8% | ||
| Q3 25 | 5.5% | 3.8% | ||
| Q2 25 | 5.7% | 6.3% | ||
| Q1 25 | — | 6.3% | ||
| Q4 24 | 4.7% | 5.9% | ||
| Q3 24 | 4.7% | 5.4% | ||
| Q2 24 | 3.2% | 3.7% | ||
| Q1 24 | 2.4% | 6.0% |
现金转化率AEODY
| Q4 25 | 0.74× | 2.07× | ||
| Q3 25 | 0.36× | 0.59× | ||
| Q2 25 | — | -0.88× | ||
| Q1 25 | — | 10.05× | ||
| Q4 24 | 0.66× | 0.94× | ||
| Q3 24 | 1.01× | -0.11× | ||
| Q2 24 | -0.56× | -0.60× | ||
| Q1 24 | 46.93× | 13.88× |
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% |
DY
暂无分部数据
