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美国鹰（AEO）与伊士曼化工（EMN）财务数据对比。点击上方公司名可切换其他公司
伊士曼化工的季度营收约是美国鹰的1.4倍（$2.0B vs $1.4B），美国鹰净利率更高（6.7% vs 5.3%，领先1.4%），美国鹰同比增速更快（5.7% vs -13.8%），过去两年美国鹰的营收复合增速更高（2.3% vs -8.6%）
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。
伊士曼化工是总部位于美国田纳西州金斯波特的全球特种材料企业，前身为柯达子公司，1920年成立，1994年独立运营。公司在全球拥有36个生产基地、约1.4万名员工，生产各类先进材料、化学品和纤维产品，广泛应用于日常生活领域，2023年销售额约92.1亿美元。
AEO vs EMN — 直观对比
营收规模更大
EMN
是对方的1.4倍
$1.4B
营收增速更快
AEO
高出19.6%
-13.8%
净利率更高
AEO
高出1.4%
5.3%
两年增速更快
AEO
近两年复合增速
-8.6%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $2.0B |
| 净利润 | $91.3M | $105.0M |
| 毛利率 | 40.5% | 17.1% |
| 营业利润率 | 8.3% | — |
| 净利率 | 6.7% | 5.3% |
| 营收同比 | 5.7% | -13.8% |
| 净利润同比 | 14.2% | -42.3% |
| 每股收益（稀释后） | $0.53 | $0.93 |
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AEOEMN
| Q1 26 | — | $2.0B | ||
| Q4 25 | $1.4B | $2.0B | ||
| Q3 25 | $1.3B | $2.2B | ||
| Q2 25 | $1.1B | $2.3B | ||
| Q1 25 | — | $2.3B | ||
| Q4 24 | $1.3B | $2.2B | ||
| Q3 24 | $1.3B | $2.5B | ||
| Q2 24 | $1.1B | $2.4B |
净利润AEOEMN
| Q1 26 | — | $105.0M | ||
| Q4 25 | $91.3M | $105.0M | ||
| Q3 25 | $77.6M | $47.0M | ||
| Q2 25 | $-64.9M | $140.0M | ||
| Q1 25 | — | $182.0M | ||
| Q4 24 | $80.0M | $330.0M | ||
| Q3 24 | $77.3M | $180.0M | ||
| Q2 24 | $67.8M | $230.0M |
毛利率AEOEMN
| Q1 26 | — | 17.1% | ||
| Q4 25 | 40.5% | 17.1% | ||
| Q3 25 | 38.9% | 19.7% | ||
| Q2 25 | 29.6% | 22.1% | ||
| Q1 25 | — | 24.8% | ||
| Q4 24 | 40.9% | 24.7% | ||
| Q3 24 | 38.6% | 24.6% | ||
| Q2 24 | 40.6% | 25.3% |
营业利润率AEOEMN
| Q1 26 | — | — | ||
| Q4 25 | 8.3% | 0.6% | ||
| Q3 25 | 8.0% | 6.1% | ||
| Q2 25 | -7.8% | 7.4% | ||
| Q1 25 | — | 11.0% | ||
| Q4 24 | 8.2% | 13.2% | ||
| Q3 24 | 7.8% | 11.4% | ||
| Q2 24 | 6.8% | 12.1% |
净利率AEOEMN
| Q1 26 | — | 5.3% | ||
| Q4 25 | 6.7% | 5.3% | ||
| Q3 25 | 6.0% | 2.1% | ||
| Q2 25 | -6.0% | 6.1% | ||
| Q1 25 | — | 7.9% | ||
| Q4 24 | 6.2% | 14.7% | ||
| Q3 24 | 6.0% | 7.3% | ||
| Q2 24 | 5.9% | 9.7% |
每股收益（稀释后）AEOEMN
| Q1 26 | — | $0.93 | ||
| Q4 25 | $0.53 | $0.93 | ||
| Q3 25 | $0.45 | $0.40 | ||
| Q2 25 | $-0.36 | $1.20 | ||
| Q1 25 | — | $1.57 | ||
| Q4 24 | $0.41 | $2.81 | ||
| Q3 24 | $0.39 | $1.53 | ||
| Q2 24 | $0.34 | $1.94 |
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 | $566.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.6B | $6.0B |
| 总资产 | $4.2B | $14.9B |
| 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AEOEMN
| Q1 26 | — | $566.0M | ||
| Q4 25 | $112.8M | $566.0M | ||
| Q3 25 | $126.8M | — | ||
| Q2 25 | $87.9M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $160.2M | $837.0M | ||
| Q3 24 | $191.8M | — | ||
| Q2 24 | $300.5M | — |
总债务AEOEMN
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $0 | — | ||
| Q3 24 | $0 | — | ||
| Q2 24 | $0 | — |
股东权益AEOEMN
| Q1 26 | — | $6.0B | ||
| Q4 25 | $1.6B | $6.0B | ||
| Q3 25 | $1.5B | $5.8B | ||
| Q2 25 | $1.5B | $5.8B | ||
| Q1 25 | — | $5.9B | ||
| Q4 24 | $1.7B | $5.8B | ||
| Q3 24 | $1.7B | $5.7B | ||
| Q2 24 | $1.8B | $5.6B |
总资产AEOEMN
| Q1 26 | — | $14.9B | ||
| Q4 25 | $4.2B | $14.9B | ||
| Q3 25 | $4.1B | $15.0B | ||
| Q2 25 | $3.8B | $15.2B | ||
| Q1 25 | — | $15.0B | ||
| Q4 24 | $3.7B | $15.2B | ||
| Q3 24 | $3.5B | $15.1B | ||
| Q2 24 | $3.6B | $14.9B |
负债/权益比AEOEMN
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.00× | — | ||
| Q3 24 | 0.00× | — | ||
| Q2 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 | — |
| 自由现金流经营现金流 - 资本支出 | $-2.5M | — |
| 自由现金流率自由现金流/营收 | -0.2% | — |
| 资本支出强度资本支出/营收 | 5.1% | — |
| 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 | — |
8季度趋势，按日历期对齐
经营现金流AEOEMN
| Q1 26 | — | — | ||
| Q4 25 | $67.1M | $502.0M | ||
| Q3 25 | $27.8M | $402.0M | ||
| Q2 25 | $-54.7M | $233.0M | ||
| Q1 25 | — | $-167.0M | ||
| Q4 24 | $52.9M | $540.0M | ||
| Q3 24 | $78.3M | $396.0M | ||
| Q2 24 | $-38.1M | $367.0M |
自由现金流AEOEMN
| Q1 26 | — | — | ||
| Q4 25 | $-2.5M | $390.0M | ||
| Q3 25 | $-43.1M | $265.0M | ||
| Q2 25 | $-116.3M | $83.0M | ||
| Q1 25 | — | $-314.0M | ||
| Q4 24 | $-7.8M | $361.0M | ||
| Q3 24 | $17.5M | $276.0M | ||
| Q2 24 | $-74.3M | $252.0M |
自由现金流率AEOEMN
| Q1 26 | — | — | ||
| Q4 25 | -0.2% | 19.8% | ||
| Q3 25 | -3.4% | 12.0% | ||
| Q2 25 | -10.7% | 3.6% | ||
| Q1 25 | — | -13.7% | ||
| Q4 24 | -0.6% | 16.1% | ||
| Q3 24 | 1.4% | 11.2% | ||
| Q2 24 | -6.5% | 10.7% |
资本支出强度AEOEMN
| Q1 26 | — | — | ||
| Q4 25 | 5.1% | 5.7% | ||
| Q3 25 | 5.5% | 6.2% | ||
| Q2 25 | 5.7% | 6.6% | ||
| Q1 25 | — | 6.4% | ||
| Q4 24 | 4.7% | 8.0% | ||
| Q3 24 | 4.7% | 4.9% | ||
| Q2 24 | 3.2% | 4.9% |
现金转化率AEOEMN
| Q1 26 | — | — | ||
| Q4 25 | 0.74× | 4.78× | ||
| Q3 25 | 0.36× | 8.55× | ||
| Q2 25 | — | 1.66× | ||
| Q1 25 | — | -0.92× | ||
| Q4 24 | 0.66× | 1.64× | ||
| Q3 24 | 1.01× | 2.20× | ||
| Q2 24 | -0.56× | 1.60× |
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% |
EMN
暂无分部数据
