vs
美国鹰（AEO）与因塞特（INCY）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因塞特的1.1倍（$1.4B vs $1.3B），因塞特净利率更高（23.8% vs 6.7%，领先17.1%），因塞特同比增速更快（19.8% vs 5.7%），过去两年因塞特的营收复合增速更高（10.4% 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。
因塞特是总部位于美国特拉华州威尔明顿的跨国制药企业，目前在北美、欧洲及亚洲多地设有生产基地与研发中心，专注于创新药物的研发、生产及商业化，为全球患者提供优质的治疗选择。
AEO vs INCY — 直观对比
营收规模更大
AEO
是对方的1.1倍
$1.3B
营收增速更快
INCY
高出14.0%
5.7%
净利率更高
INCY
高出17.1%
6.7%
两年增速更快
INCY
近两年复合增速
2.3%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $1.3B |
| 净利润 | $91.3M | $303.3M |
| 毛利率 | 40.5% | — |
| 营业利润率 | 8.3% | 23.7% |
| 净利率 | 6.7% | 23.8% |
| 营收同比 | 5.7% | 19.8% |
| 净利润同比 | 14.2% | 91.7% |
| 每股收益（稀释后） | $0.53 | $1.47 |
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AEOINCY
| Q1 26 | — | $1.3B | ||
| Q4 25 | $1.4B | $1.5B | ||
| Q3 25 | $1.3B | $1.4B | ||
| Q2 25 | $1.1B | $1.2B | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | $1.3B | $1.2B | ||
| Q3 24 | $1.3B | $1.1B | ||
| Q2 24 | $1.1B | $1.0B |
净利润AEOINCY
| Q1 26 | — | $303.3M | ||
| Q4 25 | $91.3M | $299.3M | ||
| Q3 25 | $77.6M | $424.2M | ||
| Q2 25 | $-64.9M | $405.0M | ||
| Q1 25 | — | $158.2M | ||
| Q4 24 | $80.0M | $201.2M | ||
| Q3 24 | $77.3M | $106.5M | ||
| Q2 24 | $67.8M | $-444.6M |
毛利率AEOINCY
| Q1 26 | — | — | ||
| Q4 25 | 40.5% | 92.0% | ||
| Q3 25 | 38.9% | 92.8% | ||
| Q2 25 | 29.6% | 93.5% | ||
| Q1 25 | — | 93.0% | ||
| Q4 24 | 40.9% | 92.5% | ||
| Q3 24 | 38.6% | 92.4% | ||
| Q2 24 | 40.6% | 92.7% |
营业利润率AEOINCY
| Q1 26 | — | 23.7% | ||
| Q4 25 | 8.3% | 22.3% | ||
| Q3 25 | 8.0% | 32.5% | ||
| Q2 25 | -7.8% | 43.6% | ||
| Q1 25 | — | 19.5% | ||
| Q4 24 | 8.2% | 25.6% | ||
| Q3 24 | 7.8% | 12.8% | ||
| Q2 24 | 6.8% | -45.8% |
净利率AEOINCY
| Q1 26 | — | 23.8% | ||
| Q4 25 | 6.7% | 19.9% | ||
| Q3 25 | 6.0% | 31.1% | ||
| Q2 25 | -6.0% | 33.3% | ||
| Q1 25 | — | 15.0% | ||
| Q4 24 | 6.2% | 17.1% | ||
| Q3 24 | 6.0% | 9.4% | ||
| Q2 24 | 5.9% | -42.6% |
每股收益（稀释后）AEOINCY
| Q1 26 | — | $1.47 | ||
| Q4 25 | $0.53 | $1.46 | ||
| Q3 25 | $0.45 | $2.11 | ||
| Q2 25 | $-0.36 | $2.04 | ||
| Q1 25 | — | $0.80 | ||
| Q4 24 | $0.41 | $0.90 | ||
| Q3 24 | $0.39 | $0.54 | ||
| Q2 24 | $0.34 | $-2.04 |
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 | — | — |
| 股东权益账面价值 | $1.6B | $5.6B |
| 总资产 | $4.2B | $7.3B |
| 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AEOINCY
| Q1 26 | — | — | ||
| Q4 25 | $112.8M | $3.1B | ||
| Q3 25 | $126.8M | $2.5B | ||
| Q2 25 | $87.9M | $2.0B | ||
| Q1 25 | — | $1.9B | ||
| Q4 24 | $160.2M | $1.7B | ||
| Q3 24 | $191.8M | $1.3B | ||
| Q2 24 | $300.5M | $987.3M |
总债务AEOINCY
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $0 | — | ||
| Q3 24 | $0 | — | ||
| Q2 24 | $0 | — |
股东权益AEOINCY
| Q1 26 | — | $5.6B | ||
| Q4 25 | $1.6B | $5.2B | ||
| Q3 25 | $1.5B | $4.7B | ||
| Q2 25 | $1.5B | $4.2B | ||
| Q1 25 | — | $3.7B | ||
| Q4 24 | $1.7B | $3.4B | ||
| Q3 24 | $1.7B | $3.2B | ||
| Q2 24 | $1.8B | $3.0B |
总资产AEOINCY
| Q1 26 | — | $7.3B | ||
| Q4 25 | $4.2B | $7.0B | ||
| Q3 25 | $4.1B | $6.3B | ||
| Q2 25 | $3.8B | $5.8B | ||
| Q1 25 | — | $5.7B | ||
| Q4 24 | $3.7B | $5.4B | ||
| Q3 24 | $3.5B | $5.0B | ||
| Q2 24 | $3.6B | $4.7B |
负债/权益比AEOINCY
| 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AEOINCY
| Q1 26 | — | — | ||
| Q4 25 | $67.1M | $543.3M | ||
| Q3 25 | $27.8M | $559.4M | ||
| Q2 25 | $-54.7M | $44.7M | ||
| Q1 25 | — | $266.1M | ||
| Q4 24 | $52.9M | $381.2M | ||
| Q3 24 | $78.3M | $310.9M | ||
| Q2 24 | $-38.1M | $-575.6M |
自由现金流AEOINCY
| 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AEOINCY
| 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AEOINCY
| 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AEOINCY
| Q1 26 | — | — | ||
| Q4 25 | 0.74× | 1.82× | ||
| Q3 25 | 0.36× | 1.32× | ||
| Q2 25 | — | 0.11× | ||
| Q1 25 | — | 1.68× | ||
| Q4 24 | 0.66× | 1.89× | ||
| Q3 24 | 1.01× | 2.92× | ||
| Q2 24 | -0.56× | — |
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% |
INCY
暂无分部数据
