vs
美国鹰（AEO）与罗宾汉（HOOD）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罗宾汉的1.5倍（$1.4B vs $927.0M），罗宾汉净利率更高（36.2% vs 6.7%，领先29.5%），美国鹰同比增速更快（5.7% vs -27.7%），过去两年罗宾汉的营收复合增速更高（16.6% 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。
罗宾汉市场（Robinhood Markets, Inc.）是总部位于美国加利福尼亚州门洛帕克的金融服务企业，旗下电子交易平台支持股票、ETF、期权、期货、加密货币等品类交易，还提供加密货币钱包、财富管理、信用卡等金融服务，部分银行服务与FDIC投保银行合作推出，同时运营新闻网站Sherwood.News。
AEO vs HOOD — 直观对比
营收规模更大
AEO
是对方的1.5倍
$927.0M
营收增速更快
AEO
高出33.5%
-27.7%
净利率更高
HOOD
高出29.5%
6.7%
两年增速更快
HOOD
近两年复合增速
2.3%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $927.0M |
| 净利润 | $91.3M | $336.0M |
| 毛利率 | 40.5% | — |
| 营业利润率 | 8.3% | — |
| 净利率 | 6.7% | 36.2% |
| 营收同比 | 5.7% | -27.7% |
| 净利润同比 | 14.2% | -2.9% |
| 每股收益（稀释后） | $0.53 | $336.00 |
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AEOHOOD
| Q1 26 | — | $927.0M | ||
| Q4 25 | $1.4B | $1.3B | ||
| Q3 25 | $1.3B | $1.3B | ||
| Q2 25 | $1.1B | $989.0M | ||
| Q1 25 | — | $927.0M | ||
| Q4 24 | $1.3B | $1.0B | ||
| Q3 24 | $1.3B | $637.0M | ||
| Q2 24 | $1.1B | $682.0M |
净利润AEOHOOD
| Q1 26 | — | $336.0M | ||
| Q4 25 | $91.3M | $605.0M | ||
| Q3 25 | $77.6M | $556.0M | ||
| Q2 25 | $-64.9M | $386.0M | ||
| Q1 25 | — | $336.0M | ||
| Q4 24 | $80.0M | $916.0M | ||
| Q3 24 | $77.3M | $150.0M | ||
| Q2 24 | $67.8M | $188.0M |
毛利率AEOHOOD
| Q1 26 | — | — | ||
| 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% | — |
营业利润率AEOHOOD
| Q1 26 | — | — | ||
| Q4 25 | 8.3% | 51.5% | ||
| Q3 25 | 8.0% | 49.8% | ||
| Q2 25 | -7.8% | 44.7% | ||
| Q1 25 | — | 40.0% | ||
| Q4 24 | 8.2% | 55.0% | ||
| Q3 24 | 7.8% | 24.0% | ||
| Q2 24 | 6.8% | 28.0% |
净利率AEOHOOD
| Q1 26 | — | 36.2% | ||
| Q4 25 | 6.7% | 47.2% | ||
| Q3 25 | 6.0% | 43.6% | ||
| Q2 25 | -6.0% | 39.0% | ||
| Q1 25 | — | 36.2% | ||
| Q4 24 | 6.2% | 90.3% | ||
| Q3 24 | 6.0% | 23.5% | ||
| Q2 24 | 5.9% | 27.6% |
每股收益（稀释后）AEOHOOD
| Q1 26 | — | $336.00 | ||
| Q4 25 | $0.53 | $0.65 | ||
| Q3 25 | $0.45 | $0.61 | ||
| Q2 25 | $-0.36 | $0.42 | ||
| Q1 25 | — | $0.37 | ||
| Q4 24 | $0.41 | $1.00 | ||
| Q3 24 | $0.39 | $0.17 | ||
| Q2 24 | $0.34 | $0.21 |
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 | $4.3B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.6B | $9.2B |
| 总资产 | $4.2B | $38.1B |
| 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AEOHOOD
| Q1 26 | — | $4.3B | ||
| Q4 25 | $112.8M | $4.3B | ||
| Q3 25 | $126.8M | $4.3B | ||
| Q2 25 | $87.9M | $4.2B | ||
| Q1 25 | — | $4.4B | ||
| Q4 24 | $160.2M | $4.3B | ||
| Q3 24 | $191.8M | $4.6B | ||
| Q2 24 | $300.5M | $4.5B |
总债务AEOHOOD
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $0 | — | ||
| Q3 24 | $0 | — | ||
| Q2 24 | $0 | — |
股东权益AEOHOOD
| Q1 26 | — | $9.2B | ||
| Q4 25 | $1.6B | $9.2B | ||
| Q3 25 | $1.5B | $8.6B | ||
| Q2 25 | $1.5B | $8.1B | ||
| Q1 25 | — | $8.0B | ||
| Q4 24 | $1.7B | $8.0B | ||
| Q3 24 | $1.7B | $7.2B | ||
| Q2 24 | $1.8B | $7.1B |
总资产AEOHOOD
| Q1 26 | — | $38.1B | ||
| Q4 25 | $4.2B | $38.1B | ||
| Q3 25 | $4.1B | $41.5B | ||
| Q2 25 | $3.8B | $35.3B | ||
| Q1 25 | — | $27.5B | ||
| Q4 24 | $3.7B | $26.2B | ||
| Q3 24 | $3.5B | $43.2B | ||
| Q2 24 | $3.6B | $41.3B |
负债/权益比AEOHOOD
| 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 | $642.0M |
| 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× | 1.91× |
| 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AEOHOOD
| Q1 26 | — | $642.0M | ||
| Q4 25 | $67.1M | $-937.0M | ||
| Q3 25 | $27.8M | $-1.6B | ||
| Q2 25 | $-54.7M | $3.5B | ||
| Q1 25 | — | $642.0M | ||
| Q4 24 | $52.9M | $-1.4B | ||
| Q3 24 | $78.3M | $1.8B | ||
| Q2 24 | $-38.1M | $54.0M |
自由现金流AEOHOOD
| Q1 26 | — | — | ||
| 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 | — |
自由现金流率AEOHOOD
| Q1 26 | — | — | ||
| 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% | — |
资本支出强度AEOHOOD
| Q1 26 | — | — | ||
| 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% | — |
现金转化率AEOHOOD
| Q1 26 | — | 1.91× | ||
| Q4 25 | 0.74× | -1.55× | ||
| Q3 25 | 0.36× | -2.83× | ||
| Q2 25 | — | 9.09× | ||
| Q1 25 | — | 1.91× | ||
| Q4 24 | 0.66× | -1.53× | ||
| Q3 24 | 1.01× | 12.08× | ||
| Q2 24 | -0.56× | 0.29× |
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% |
HOOD
| Transaction-based revenues | $583.0M | 63% |
| Other | $290.0M | 31% |
| Other revenues | $54.0M | 6% |
