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美国鹰（AEO）与Childrens Place, Inc.（PLCE）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Childrens Place, Inc.的4.0倍（$1.4B vs $339.5M）。美国鹰净利率更高（6.7% vs -1.3%，领先8.0%）。美国鹰同比增速更快（5.7% vs -13.0%）。美国鹰自由现金流更多（$-2.5M vs $-3.4M）。过去两年美国鹰的营收复合增速更高（2.8% vs -13.6%）
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。
Children’s Place是专业儿童服饰零售商，产品主要以旗下自有品牌发售，涵盖Gymboree、Sugar & Jade、PJ Place、Crazy 8等。目前该品牌在美国、加拿大、波多黎各共开设约525家门店，同时通过两个线上渠道以及15个国家的5家加盟合作伙伴开展销售，产品涵盖上衣、裙装、鞋履、裤装、睡衣、背包等全品类儿童服饰配件。
AEO vs PLCE — 直观对比
营收规模更大
AEO
是对方的4.0倍
$339.5M
营收增速更快
AEO
高出18.7%
-13.0%
净利率更高
AEO
高出8.0%
-1.3%
自由现金流更多
AEO
多$891.0K
$-3.4M
两年增速更快
AEO
近两年复合增速
-13.6%
损益表 — Q3 2026 vs Q4 2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $339.5M |
| 净利润 | $91.3M | $-4.3M |
| 毛利率 | 40.5% | 33.1% |
| 营业利润率 | 8.3% | 1.1% |
| 净利率 | 6.7% | -1.3% |
| 营收同比 | 5.7% | -13.0% |
| 净利润同比 | 14.2% | -121.5% |
| 每股收益（稀释后） | $0.53 | $-0.19 |
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AEOPLCE
| Q4 25 | $1.4B | $339.5M | ||
| Q3 25 | $1.3B | $298.0M | ||
| Q2 25 | $1.1B | $242.1M | ||
| Q1 25 | — | $408.6M | ||
| Q4 24 | $1.3B | $390.2M | ||
| Q3 24 | $1.3B | $319.7M | ||
| Q2 24 | $1.1B | $267.9M | ||
| Q1 24 | $1.7B | $455.0M |
净利润AEOPLCE
| Q4 25 | $91.3M | $-4.3M | ||
| Q3 25 | $77.6M | $-5.4M | ||
| Q2 25 | $-64.9M | $-34.0M | ||
| Q1 25 | — | $-8.0M | ||
| Q4 24 | $80.0M | $20.1M | ||
| Q3 24 | $77.3M | $-32.1M | ||
| Q2 24 | $67.8M | $-37.8M | ||
| Q1 24 | $6.3M | $-128.8M |
毛利率AEOPLCE
| Q4 25 | 40.5% | 33.1% | ||
| Q3 25 | 38.9% | 34.0% | ||
| Q2 25 | 29.6% | 29.2% | ||
| Q1 25 | — | 28.5% | ||
| Q4 24 | 40.9% | 35.5% | ||
| Q3 24 | 38.6% | 35.0% | ||
| Q2 24 | 40.6% | 34.6% | ||
| Q1 24 | 36.6% | 21.8% |
营业利润率AEOPLCE
| Q4 25 | 8.3% | 1.1% | ||
| Q3 25 | 8.0% | 1.4% | ||
| Q2 25 | -7.8% | -10.0% | ||
| Q1 25 | — | 1.7% | ||
| Q4 24 | 8.2% | 7.5% | ||
| Q3 24 | 7.8% | -6.8% | ||
| Q2 24 | 6.8% | -10.4% | ||
| Q1 24 | 0.6% | -13.6% |
净利率AEOPLCE
| Q4 25 | 6.7% | -1.3% | ||
| Q3 25 | 6.0% | -1.8% | ||
| Q2 25 | -6.0% | -14.1% | ||
| Q1 25 | — | -2.0% | ||
| Q4 24 | 6.2% | 5.1% | ||
| Q3 24 | 6.0% | -10.0% | ||
| Q2 24 | 5.9% | -14.1% | ||
| Q1 24 | 0.4% | -28.3% |
每股收益（稀释后）AEOPLCE
| Q4 25 | $0.53 | $-0.19 | ||
| Q3 25 | $0.45 | $-0.24 | ||
| Q2 25 | $-0.36 | $-1.57 | ||
| Q1 25 | — | $-0.60 | ||
| Q4 24 | $0.41 | $1.57 | ||
| Q3 24 | $0.39 | $-2.51 | ||
| Q2 24 | $0.34 | $-2.98 | ||
| Q1 24 | $0.03 | $-10.24 |
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 | $7.3M |
| 总债务越低越好 | — | $107.4M |
| 股东权益账面价值 | $1.6B | $-8.6M |
| 总资产 | $4.2B | $762.5M |
| 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AEOPLCE
| Q4 25 | $112.8M | $7.3M | ||
| Q3 25 | $126.8M | $7.8M | ||
| Q2 25 | $87.9M | $5.7M | ||
| Q1 25 | — | $5.3M | ||
| Q4 24 | $160.2M | $5.7M | ||
| Q3 24 | $191.8M | $9.6M | ||
| Q2 24 | $300.5M | $13.0M | ||
| Q1 24 | $454.1M | $13.6M |
总债务AEOPLCE
| Q4 25 | — | $107.4M | ||
| Q3 25 | — | $107.2M | ||
| Q2 25 | — | $107.0M | ||
| Q1 25 | — | $166.0M | ||
| Q4 24 | $0 | $165.7M | ||
| Q3 24 | $0 | $165.4M | ||
| Q2 24 | $0 | $166.6M | ||
| Q1 24 | $0 | $49.8M |
股东权益AEOPLCE
| Q4 25 | $1.6B | $-8.6M | ||
| Q3 25 | $1.5B | $-4.9M | ||
| Q2 25 | $1.5B | $1.4M | ||
| Q1 25 | — | $-59.4M | ||
| Q4 24 | $1.7B | $-49.6M | ||
| Q3 24 | $1.7B | $-68.9M | ||
| Q2 24 | $1.8B | $-34.9M | ||
| Q1 24 | $1.7B | $-9.0M |
总资产AEOPLCE
| Q4 25 | $4.2B | $762.5M | ||
| Q3 25 | $4.1B | $805.1M | ||
| Q2 25 | $3.8B | $779.6M | ||
| Q1 25 | — | $747.6M | ||
| Q4 24 | $3.7B | $888.8M | ||
| Q3 24 | $3.5B | $921.4M | ||
| Q2 24 | $3.6B | $848.3M | ||
| Q1 24 | $3.6B | $800.3M |
负债/权益比AEOPLCE
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 75.63× | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.00× | — | ||
| Q3 24 | 0.00× | — | ||
| Q2 24 | 0.00× | — | ||
| Q1 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 | $6.2M |
| 自由现金流经营现金流 - 资本支出 | $-2.5M | $-3.4M |
| 自由现金流率自由现金流/营收 | -0.2% | -1.0% |
| 资本支出强度资本支出/营收 | 5.1% | 2.8% |
| 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 | $39.5M |
8季度趋势，按日历期对齐
经营现金流AEOPLCE
| Q4 25 | $67.1M | $6.2M | ||
| Q3 25 | $27.8M | $-30.5M | ||
| Q2 25 | $-54.7M | $-43.0M | ||
| Q1 25 | — | $121.3M | ||
| Q4 24 | — | $-44.2M | ||
| Q3 24 | $78.3M | $-83.9M | ||
| Q2 24 | $-38.1M | $-110.8M | ||
| Q1 24 | $296.4M | $135.4M |
自由现金流AEOPLCE
| Q4 25 | $-2.5M | $-3.4M | ||
| Q3 25 | $-43.1M | $-31.9M | ||
| Q2 25 | $-116.3M | $-46.4M | ||
| Q1 25 | — | $121.2M | ||
| Q4 24 | — | $-47.7M | ||
| Q3 24 | $17.5M | $-91.7M | ||
| Q2 24 | $-74.3M | $-115.5M | ||
| Q1 24 | $256.8M | $132.2M |
自由现金流率AEOPLCE
| Q4 25 | -0.2% | -1.0% | ||
| Q3 25 | -3.4% | -10.7% | ||
| Q2 25 | -10.7% | -19.2% | ||
| Q1 25 | — | 29.7% | ||
| Q4 24 | — | -12.2% | ||
| Q3 24 | 1.4% | -28.7% | ||
| Q2 24 | -6.5% | -43.1% | ||
| Q1 24 | 15.3% | 29.1% |
资本支出强度AEOPLCE
| Q4 25 | 5.1% | 2.8% | ||
| Q3 25 | 5.5% | 0.5% | ||
| Q2 25 | 5.7% | 1.4% | ||
| Q1 25 | — | 0.0% | ||
| Q4 24 | — | 0.9% | ||
| Q3 24 | 4.7% | 2.4% | ||
| Q2 24 | 3.2% | 1.8% | ||
| Q1 24 | 2.4% | 0.7% |
现金转化率AEOPLCE
| Q4 25 | 0.74× | — | ||
| Q3 25 | 0.36× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | -2.20× | ||
| Q3 24 | 1.01× | — | ||
| Q2 24 | -0.56× | — | ||
| Q1 24 | 46.93× | — |
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% |
PLCE
| The Childrens Place US | $307.4M | 91% |
| The Childrens Place International | $32.1M | 9% |
| Gift Cards | $1.7M | 1% |
