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美国鹰（AEO）与NEXSTAR MEDIA GROUP, INC.（NXST）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NEXSTAR MEDIA GROUP, INC.的1.1倍（$1.4B vs $1.3B），美国鹰净利率更高（6.7% vs -12.9%，领先19.6%），美国鹰同比增速更快（5.7% vs -13.4%），NEXSTAR MEDIA GROUP, INC.自由现金流更多（$136.0M vs $-2.5M），过去两年美国鹰的营收复合增速更高（2.3% vs 0.2%）
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。
Nexstar Media Group, Inc.是美国上市传媒企业，总部设于得克萨斯州欧文、曼哈顿中城及芝加哥，1996年6月17日成立。作为美国规模最大的电视台运营商，集团在全美共拥有197家电视台，多数为美国四大广播电视网及MyNetworkTV附属台，覆盖从纽约到得州圣安杰洛等不同规模的市场。
AEO vs NXST — 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
AEO
高出19.2%
-13.4%
净利率更高
AEO
高出19.6%
-12.9%
自由现金流更多
NXST
多$138.5M
$-2.5M
两年增速更快
AEO
近两年复合增速
0.2%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $1.3B |
| 净利润 | $91.3M | $-166.0M |
| 毛利率 | 40.5% | — |
| 营业利润率 | 8.3% | 18.7% |
| 净利率 | 6.7% | -12.9% |
| 营收同比 | 5.7% | -13.4% |
| 净利润同比 | 14.2% | -168.6% |
| 每股收益（稀释后） | $0.53 | $-5.57 |
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AEONXST
| Q4 25 | $1.4B | $1.3B | ||
| Q3 25 | $1.3B | $1.2B | ||
| Q2 25 | $1.1B | $1.2B | ||
| Q1 25 | — | $1.2B | ||
| Q4 24 | $1.3B | $1.5B | ||
| Q3 24 | $1.3B | $1.4B | ||
| Q2 24 | $1.1B | $1.3B | ||
| Q1 24 | $1.7B | $1.3B |
净利润AEONXST
| Q4 25 | $91.3M | $-166.0M | ||
| Q3 25 | $77.6M | $70.0M | ||
| Q2 25 | $-64.9M | $97.0M | ||
| Q1 25 | — | $108.0M | ||
| Q4 24 | $80.0M | $242.0M | ||
| Q3 24 | $77.3M | $187.0M | ||
| Q2 24 | $67.8M | $118.0M | ||
| Q1 24 | $6.3M | $175.0M |
毛利率AEONXST
| 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AEONXST
| Q4 25 | 8.3% | 18.7% | ||
| Q3 25 | 8.0% | 14.6% | ||
| Q2 25 | -7.8% | 17.3% | ||
| Q1 25 | — | 17.8% | ||
| Q4 24 | 8.2% | 28.1% | ||
| Q3 24 | 7.8% | 24.5% | ||
| Q2 24 | 6.8% | 18.9% | ||
| Q1 24 | 0.6% | 21.4% |
净利率AEONXST
| Q4 25 | 6.7% | -12.9% | ||
| Q3 25 | 6.0% | 5.8% | ||
| Q2 25 | -6.0% | 7.9% | ||
| Q1 25 | — | 8.8% | ||
| Q4 24 | 6.2% | 16.3% | ||
| Q3 24 | 6.0% | 13.7% | ||
| Q2 24 | 5.9% | 9.3% | ||
| Q1 24 | 0.4% | 13.6% |
每股收益（稀释后）AEONXST
| Q4 25 | $0.53 | $-5.57 | ||
| Q3 25 | $0.45 | $2.14 | ||
| Q2 25 | $-0.36 | $3.06 | ||
| Q1 25 | — | $3.37 | ||
| Q4 24 | $0.41 | $7.44 | ||
| Q3 24 | $0.39 | $5.27 | ||
| Q2 24 | $0.34 | $3.54 | ||
| Q1 24 | $0.03 | $5.16 |
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 | $280.0M |
| 总债务越低越好 | — | $6.3B |
| 股东权益账面价值 | $1.6B | $2.1B |
| 总资产 | $4.2B | $10.8B |
| 负债/权益比越低杠杆越低 | — | 3.07× |
8季度趋势，按日历期对齐
现金及短期投资AEONXST
| Q4 25 | $112.8M | $280.0M | ||
| Q3 25 | $126.8M | $236.0M | ||
| Q2 25 | $87.9M | $234.0M | ||
| Q1 25 | — | $253.0M | ||
| Q4 24 | $160.2M | $144.0M | ||
| Q3 24 | $191.8M | $181.0M | ||
| Q2 24 | $300.5M | $146.0M | ||
| Q1 24 | $454.1M | $237.0M |
总债务AEONXST
| Q4 25 | — | $6.3B | ||
| Q3 25 | — | $6.4B | ||
| Q2 25 | — | $6.4B | ||
| Q1 25 | — | $6.5B | ||
| Q4 24 | $0 | $6.5B | ||
| Q3 24 | $0 | $6.7B | ||
| Q2 24 | $0 | $6.8B | ||
| Q1 24 | $0 | $6.8B |
股东权益AEONXST
| Q4 25 | $1.6B | $2.1B | ||
| Q3 25 | $1.5B | $2.3B | ||
| Q2 25 | $1.5B | $2.3B | ||
| Q1 25 | — | $2.2B | ||
| Q4 24 | $1.7B | $2.3B | ||
| Q3 24 | $1.7B | $2.2B | ||
| Q2 24 | $1.8B | $2.3B | ||
| Q1 24 | $1.7B | $2.3B |
总资产AEONXST
| Q4 25 | $4.2B | $10.8B | ||
| Q3 25 | $4.1B | $11.2B | ||
| Q2 25 | $3.8B | $11.3B | ||
| Q1 25 | — | $11.4B | ||
| Q4 24 | $3.7B | $11.5B | ||
| Q3 24 | $3.5B | $11.7B | ||
| Q2 24 | $3.6B | $11.8B | ||
| Q1 24 | $3.6B | $11.9B |
负债/权益比AEONXST
| Q4 25 | — | 3.07× | ||
| Q3 25 | — | 2.78× | ||
| Q2 25 | — | 2.83× | ||
| Q1 25 | — | 2.89× | ||
| Q4 24 | 0.00× | 2.89× | ||
| Q3 24 | 0.00× | 3.02× | ||
| Q2 24 | 0.00× | 2.99× | ||
| Q1 24 | 0.00× | 2.93× |
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 | $190.0M |
| 自由现金流经营现金流 - 资本支出 | $-2.5M | $136.0M |
| 自由现金流率自由现金流/营收 | -0.2% | 10.6% |
| 资本支出强度资本支出/营收 | 5.1% | 4.2% |
| 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 | $743.0M |
8季度趋势，按日历期对齐
经营现金流AEONXST
| Q4 25 | $67.1M | $190.0M | ||
| Q3 25 | $27.8M | $117.0M | ||
| Q2 25 | $-54.7M | $247.0M | ||
| Q1 25 | — | $337.0M | ||
| Q4 24 | $52.9M | $411.0M | ||
| Q3 24 | $78.3M | $387.0M | ||
| Q2 24 | $-38.1M | $176.0M | ||
| Q1 24 | $296.4M | $276.0M |
自由现金流AEONXST
| Q4 25 | $-2.5M | $136.0M | ||
| Q3 25 | $-43.1M | $87.0M | ||
| Q2 25 | $-116.3M | $218.0M | ||
| Q1 25 | — | $302.0M | ||
| Q4 24 | $-7.8M | $376.0M | ||
| Q3 24 | $17.5M | $358.0M | ||
| Q2 24 | $-74.3M | $139.0M | ||
| Q1 24 | $256.8M | $232.0M |
自由现金流率AEONXST
| Q4 25 | -0.2% | 10.6% | ||
| Q3 25 | -3.4% | 7.3% | ||
| Q2 25 | -10.7% | 17.7% | ||
| Q1 25 | — | 24.5% | ||
| Q4 24 | -0.6% | 25.3% | ||
| Q3 24 | 1.4% | 26.2% | ||
| Q2 24 | -6.5% | 11.0% | ||
| Q1 24 | 15.3% | 18.1% |
资本支出强度AEONXST
| Q4 25 | 5.1% | 4.2% | ||
| Q3 25 | 5.5% | 2.5% | ||
| Q2 25 | 5.7% | 2.4% | ||
| Q1 25 | — | 2.8% | ||
| Q4 24 | 4.7% | 2.4% | ||
| Q3 24 | 4.7% | 2.1% | ||
| Q2 24 | 3.2% | 2.9% | ||
| Q1 24 | 2.4% | 3.4% |
现金转化率AEONXST
| Q4 25 | 0.74× | — | ||
| Q3 25 | 0.36× | 1.67× | ||
| Q2 25 | — | 2.55× | ||
| Q1 25 | — | 3.12× | ||
| Q4 24 | 0.66× | 1.70× | ||
| Q3 24 | 1.01× | 2.07× | ||
| Q2 24 | -0.56× | 1.49× | ||
| Q1 24 | 46.93× | 1.58× |
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% |
NXST
| Distribution Service | $704.0M | 55% |
| Advertising | $491.0M | 38% |
| Other | $78.0M | 6% |
| Corporate | $3.0M | 0% |
