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美国鹰（AEO）与帕兰提尔科技（PLTR）财务数据对比。点击上方公司名可切换其他公司
帕兰提尔科技的季度营收约是美国鹰的1.0倍（$1.4B vs $1.4B），帕兰提尔科技净利率更高（43.3% vs 6.7%，领先36.6%），帕兰提尔科技同比增速更快（70.0% vs 5.7%），帕兰提尔科技自由现金流更多（$764.0M vs $-2.5M），过去两年帕兰提尔科技的营收复合增速更高（48.9% 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。
帕兰提尔科技是美国上市企业，专注研发数据集成与分析平台，为政府机构、军方及各行业企业提供多源数据整合分析能力。旗下核心产品Gotham与Foundry可打通相互孤立的数据库，广泛支撑情报作业、反恐分析、执法工作及企业级数据分析场景。
AEO vs PLTR — 直观对比
营收规模更大
PLTR
是对方的1.0倍
$1.4B
营收增速更快
PLTR
高出64.3%
5.7%
净利率更高
PLTR
高出36.6%
6.7%
自由现金流更多
PLTR
多$766.5M
$-2.5M
两年增速更快
PLTR
近两年复合增速
2.3%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $1.4B |
| 净利润 | $91.3M | $608.7M |
| 毛利率 | 40.5% | 84.6% |
| 营业利润率 | 8.3% | 40.9% |
| 净利率 | 6.7% | 43.3% |
| 营收同比 | 5.7% | 70.0% |
| 净利润同比 | 14.2% | 670.4% |
| 每股收益（稀释后） | $0.53 | $0.24 |
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AEOPLTR
| Q4 25 | $1.4B | $1.4B | ||
| Q3 25 | $1.3B | $1.2B | ||
| Q2 25 | $1.1B | $1.0B | ||
| Q1 25 | — | $883.9M | ||
| Q4 24 | $1.3B | $827.5M | ||
| Q3 24 | $1.3B | $725.5M | ||
| Q2 24 | $1.1B | $678.1M | ||
| Q1 24 | $1.7B | $634.3M |
净利润AEOPLTR
| Q4 25 | $91.3M | $608.7M | ||
| Q3 25 | $77.6M | $475.6M | ||
| Q2 25 | $-64.9M | $326.7M | ||
| Q1 25 | — | $214.0M | ||
| Q4 24 | $80.0M | $79.0M | ||
| Q3 24 | $77.3M | $143.5M | ||
| Q2 24 | $67.8M | $134.1M | ||
| Q1 24 | $6.3M | $105.5M |
毛利率AEOPLTR
| Q4 25 | 40.5% | 84.6% | ||
| Q3 25 | 38.9% | 82.4% | ||
| Q2 25 | 29.6% | 80.8% | ||
| Q1 25 | — | 80.4% | ||
| Q4 24 | 40.9% | 78.9% | ||
| Q3 24 | 38.6% | 79.8% | ||
| Q2 24 | 40.6% | 81.0% | ||
| Q1 24 | 36.6% | 81.7% |
营业利润率AEOPLTR
| Q4 25 | 8.3% | 40.9% | ||
| Q3 25 | 8.0% | 33.3% | ||
| Q2 25 | -7.8% | 26.8% | ||
| Q1 25 | — | 19.9% | ||
| Q4 24 | 8.2% | 1.3% | ||
| Q3 24 | 7.8% | 15.6% | ||
| Q2 24 | 6.8% | 15.5% | ||
| Q1 24 | 0.6% | 12.8% |
净利率AEOPLTR
| Q4 25 | 6.7% | 43.3% | ||
| Q3 25 | 6.0% | 40.3% | ||
| Q2 25 | -6.0% | 32.6% | ||
| Q1 25 | — | 24.2% | ||
| Q4 24 | 6.2% | 9.5% | ||
| Q3 24 | 6.0% | 19.8% | ||
| Q2 24 | 5.9% | 19.8% | ||
| Q1 24 | 0.4% | 16.6% |
每股收益（稀释后）AEOPLTR
| Q4 25 | $0.53 | $0.24 | ||
| Q3 25 | $0.45 | $0.18 | ||
| Q2 25 | $-0.36 | $0.13 | ||
| Q1 25 | — | $0.08 | ||
| Q4 24 | $0.41 | $0.03 | ||
| Q3 24 | $0.39 | $0.06 | ||
| Q2 24 | $0.34 | $0.06 | ||
| Q1 24 | $0.03 | $0.04 |
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 | $7.2B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.6B | $7.4B |
| 总资产 | $4.2B | $8.9B |
| 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AEOPLTR
| Q4 25 | $112.8M | $7.2B | ||
| Q3 25 | $126.8M | $6.4B | ||
| Q2 25 | $87.9M | $6.0B | ||
| Q1 25 | — | $5.4B | ||
| Q4 24 | $160.2M | $5.2B | ||
| Q3 24 | $191.8M | $4.6B | ||
| Q2 24 | $300.5M | $4.0B | ||
| Q1 24 | $454.1M | $3.9B |
总债务AEOPLTR
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $0 | — | ||
| Q3 24 | $0 | — | ||
| Q2 24 | $0 | — | ||
| Q1 24 | $0 | — |
股东权益AEOPLTR
| Q4 25 | $1.6B | $7.4B | ||
| Q3 25 | $1.5B | $6.6B | ||
| Q2 25 | $1.5B | $5.9B | ||
| Q1 25 | — | $5.4B | ||
| Q4 24 | $1.7B | $5.0B | ||
| Q3 24 | $1.7B | $4.5B | ||
| Q2 24 | $1.8B | $4.1B | ||
| Q1 24 | $1.7B | $3.8B |
总资产AEOPLTR
| Q4 25 | $4.2B | $8.9B | ||
| Q3 25 | $4.1B | $8.1B | ||
| Q2 25 | $3.8B | $7.4B | ||
| Q1 25 | — | $6.7B | ||
| Q4 24 | $3.7B | $6.3B | ||
| Q3 24 | $3.5B | $5.8B | ||
| Q2 24 | $3.6B | $5.2B | ||
| Q1 24 | $3.6B | $4.8B |
负债/权益比AEOPLTR
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| 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 | $777.3M |
| 自由现金流经营现金流 - 资本支出 | $-2.5M | $764.0M |
| 自由现金流率自由现金流/营收 | -0.2% | 54.3% |
| 资本支出强度资本支出/营收 | 5.1% | 0.9% |
| 现金转化率经营现金流/净利润 | 0.74× | 1.28× |
| 过去12个月自由现金流最近4个季度 | $-169.8M | $2.1B |
8季度趋势，按日历期对齐
经营现金流AEOPLTR
| Q4 25 | $67.1M | $777.3M | ||
| Q3 25 | $27.8M | $507.7M | ||
| Q2 25 | $-54.7M | $539.3M | ||
| Q1 25 | — | $310.3M | ||
| Q4 24 | $52.9M | $460.3M | ||
| Q3 24 | $78.3M | $419.8M | ||
| Q2 24 | $-38.1M | $144.2M | ||
| Q1 24 | $296.4M | $129.6M |
自由现金流AEOPLTR
| Q4 25 | $-2.5M | $764.0M | ||
| Q3 25 | $-43.1M | $500.9M | ||
| Q2 25 | $-116.3M | $531.6M | ||
| Q1 25 | — | $304.1M | ||
| Q4 24 | $-7.8M | $457.2M | ||
| Q3 24 | $17.5M | $415.8M | ||
| Q2 24 | $-74.3M | $141.3M | ||
| Q1 24 | $256.8M | $126.9M |
自由现金流率AEOPLTR
| Q4 25 | -0.2% | 54.3% | ||
| Q3 25 | -3.4% | 42.4% | ||
| Q2 25 | -10.7% | 53.0% | ||
| Q1 25 | — | 34.4% | ||
| Q4 24 | -0.6% | 55.3% | ||
| Q3 24 | 1.4% | 57.3% | ||
| Q2 24 | -6.5% | 20.8% | ||
| Q1 24 | 15.3% | 20.0% |
资本支出强度AEOPLTR
| Q4 25 | 5.1% | 0.9% | ||
| Q3 25 | 5.5% | 0.6% | ||
| Q2 25 | 5.7% | 0.8% | ||
| Q1 25 | — | 0.7% | ||
| Q4 24 | 4.7% | 0.4% | ||
| Q3 24 | 4.7% | 0.5% | ||
| Q2 24 | 3.2% | 0.4% | ||
| Q1 24 | 2.4% | 0.4% |
现金转化率AEOPLTR
| Q4 25 | 0.74× | 1.28× | ||
| Q3 25 | 0.36× | 1.07× | ||
| Q2 25 | — | 1.65× | ||
| Q1 25 | — | 1.45× | ||
| Q4 24 | 0.66× | 5.83× | ||
| Q3 24 | 1.01× | 2.92× | ||
| Q2 24 | -0.56× | 1.08× | ||
| Q1 24 | 46.93× | 1.23× |
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% |
PLTR
| Geographic Concentration Risk | $1.1B | 77% |
| Other | $330.4M | 23% |
