vs
美国鹰(AEO)与GENWORTH FINANCIAL INC(GNW)财务数据对比。点击上方公司名可切换其他公司
GENWORTH FINANCIAL INC的季度营收约是美国鹰的1.3倍($1.8B vs $1.4B),美国鹰净利率更高(6.7% vs 0.1%,领先6.6%),美国鹰同比增速更快(5.7% vs 0.1%),过去两年美国鹰的营收复合增速更高(2.3% vs -2.2%)
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。
Genworth Financial是总部位于美国弗吉尼亚州里士满的金融服务企业,核心业务涵盖人寿保险、长期护理保险、按揭保险以及年金产品,为客户提供多元风险管理与财富保障解决方案。
AEO vs GNW — 直观对比
营收规模更大
GNW
是对方的1.3倍
$1.4B
营收增速更快
AEO
高出5.6%
0.1%
净利率更高
AEO
高出6.6%
0.1%
两年增速更快
AEO
近两年复合增速
-2.2%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.4B | $1.8B |
| 净利润 | $91.3M | $2.0M |
| 毛利率 | 40.5% | — |
| 营业利润率 | 8.3% | 1.0% |
| 净利率 | 6.7% | 0.1% |
| 营收同比 | 5.7% | 0.1% |
| 净利润同比 | 14.2% | 300.0% |
| 每股收益(稀释后) | $0.53 | $0.01 |
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
AEO
GNW
| Q4 25 | $1.4B | $1.8B | ||
| Q3 25 | $1.3B | $1.9B | ||
| Q2 25 | $1.1B | $1.8B | ||
| Q1 25 | — | $1.8B | ||
| Q4 24 | $1.3B | $1.8B | ||
| Q3 24 | $1.3B | $1.9B | ||
| Q2 24 | $1.1B | $1.8B | ||
| Q1 24 | $1.7B | $1.9B |
净利润
AEO
GNW
| Q4 25 | $91.3M | $2.0M | ||
| Q3 25 | $77.6M | $116.0M | ||
| Q2 25 | $-64.9M | $51.0M | ||
| Q1 25 | — | $54.0M | ||
| Q4 24 | $80.0M | $-1.0M | ||
| Q3 24 | $77.3M | $85.0M | ||
| Q2 24 | $67.8M | $76.0M | ||
| Q1 24 | $6.3M | $139.0M |
毛利率
AEO
GNW
| 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
AEO
GNW
| Q4 25 | 8.3% | 1.0% | ||
| Q3 25 | 8.0% | 8.5% | ||
| Q2 25 | -7.8% | 3.8% | ||
| Q1 25 | — | 2.9% | ||
| Q4 24 | 8.2% | 3.1% | ||
| Q3 24 | 7.8% | 2.6% | ||
| Q2 24 | 6.8% | 7.1% | ||
| Q1 24 | 0.6% | 4.6% |
净利率
AEO
GNW
| Q4 25 | 6.7% | 0.1% | ||
| Q3 25 | 6.0% | 6.0% | ||
| Q2 25 | -6.0% | 2.8% | ||
| Q1 25 | — | 3.0% | ||
| Q4 24 | 6.2% | -0.1% | ||
| Q3 24 | 6.0% | 4.5% | ||
| Q2 24 | 5.9% | 4.3% | ||
| Q1 24 | 0.4% | 7.5% |
每股收益(稀释后)
AEO
GNW
| Q4 25 | $0.53 | $0.01 | ||
| Q3 25 | $0.45 | $0.28 | ||
| Q2 25 | $-0.36 | $0.12 | ||
| Q1 25 | — | $0.13 | ||
| Q4 24 | $0.41 | $0.01 | ||
| Q3 24 | $0.39 | $0.19 | ||
| Q2 24 | $0.34 | $0.17 | ||
| Q1 24 | $0.03 | $0.31 |
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 | — |
| 总债务越低越好 | — | $1.5B |
| 股东权益账面价值 | $1.6B | $8.8B |
| 总资产 | $4.2B | $88.1B |
| 负债/权益比越低杠杆越低 | — | 0.17× |
8季度趋势,按日历期对齐
现金及短期投资
AEO
GNW
| Q4 25 | $112.8M | — | ||
| Q3 25 | $126.8M | — | ||
| Q2 25 | $87.9M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $160.2M | — | ||
| Q3 24 | $191.8M | — | ||
| Q2 24 | $300.5M | — | ||
| Q1 24 | $454.1M | — |
总债务
AEO
GNW
| Q4 25 | — | $1.5B | ||
| Q3 25 | — | $1.5B | ||
| Q2 25 | — | $1.5B | ||
| Q1 25 | — | $1.5B | ||
| Q4 24 | $0 | $1.5B | ||
| Q3 24 | $0 | $1.5B | ||
| Q2 24 | $0 | $1.6B | ||
| Q1 24 | $0 | $1.6B |
股东权益
AEO
GNW
| Q4 25 | $1.6B | $8.8B | ||
| Q3 25 | $1.5B | $8.8B | ||
| Q2 25 | $1.5B | $8.8B | ||
| Q1 25 | — | $8.7B | ||
| Q4 24 | $1.7B | $8.5B | ||
| Q3 24 | $1.7B | $8.3B | ||
| Q2 24 | $1.8B | $8.5B | ||
| Q1 24 | $1.7B | $8.0B |
总资产
AEO
GNW
| Q4 25 | $4.2B | $88.1B | ||
| Q3 25 | $4.1B | $88.5B | ||
| Q2 25 | $3.8B | $87.3B | ||
| Q1 25 | — | $87.3B | ||
| Q4 24 | $3.7B | $86.9B | ||
| Q3 24 | $3.5B | $90.8B | ||
| Q2 24 | $3.6B | $87.5B | ||
| Q1 24 | $3.6B | $89.2B |
负债/权益比
AEO
GNW
| Q4 25 | — | 0.17× | ||
| Q3 25 | — | 0.17× | ||
| Q2 25 | — | 0.17× | ||
| Q1 25 | — | 0.17× | ||
| Q4 24 | 0.00× | 0.18× | ||
| Q3 24 | 0.00× | 0.19× | ||
| Q2 24 | 0.00× | 0.18× | ||
| Q1 24 | 0.00× | 0.20× |
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 | $200.0M |
| 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× | 100.00× |
| 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
AEO
GNW
| Q4 25 | $67.1M | $200.0M | ||
| Q3 25 | $27.8M | $87.0M | ||
| Q2 25 | $-54.7M | $6.0M | ||
| Q1 25 | — | $34.0M | ||
| Q4 24 | $52.9M | $27.0M | ||
| Q3 24 | $78.3M | $161.0M | ||
| Q2 24 | $-38.1M | $7.0M | ||
| Q1 24 | $296.4M | $-107.0M |
自由现金流
AEO
GNW
| Q4 25 | $-2.5M | — | ||
| Q3 25 | $-43.1M | — | ||
| Q2 25 | $-116.3M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $-7.8M | — | ||
| Q3 24 | $17.5M | — | ||
| Q2 24 | $-74.3M | — | ||
| Q1 24 | $256.8M | — |
自由现金流率
AEO
GNW
| Q4 25 | -0.2% | — | ||
| Q3 25 | -3.4% | — | ||
| Q2 25 | -10.7% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | -0.6% | — | ||
| Q3 24 | 1.4% | — | ||
| Q2 24 | -6.5% | — | ||
| Q1 24 | 15.3% | — |
资本支出强度
AEO
GNW
| Q4 25 | 5.1% | — | ||
| Q3 25 | 5.5% | — | ||
| Q2 25 | 5.7% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 4.7% | — | ||
| Q3 24 | 4.7% | — | ||
| Q2 24 | 3.2% | — | ||
| Q1 24 | 2.4% | — |
现金转化率
AEO
GNW
| Q4 25 | 0.74× | 100.00× | ||
| Q3 25 | 0.36× | 0.75× | ||
| Q2 25 | — | 0.12× | ||
| Q1 25 | — | 0.63× | ||
| Q4 24 | 0.66× | — | ||
| Q3 24 | 1.01× | 1.89× | ||
| Q2 24 | -0.56× | 0.09× | ||
| Q1 24 | 46.93× | -0.77× |
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% |
GNW
| Enact Segment | $1.3B | 70% |
| Other | $386.0M | 22% |
| Annuities | $106.0M | 6% |
| Utilities | $20.0M | 1% |
| Consumer Cyclical | $17.0M | 1% |
| Energy | $4.0M | 0% |