vs
美国鹰（AEO）与普尔斯马特（PSMT）财务数据对比。点击上方公司名可切换其他公司
普尔斯马特的季度营收约是美国鹰的1.0倍（$1.4B vs $1.4B），美国鹰净利率更高（6.7% vs 2.9%，领先3.8%），普尔斯马特同比增速更快（9.9% vs 5.7%），普尔斯马特自由现金流更多（$32.6M vs $-2.5M），过去两年普尔斯马特的营收复合增速更高（3.5% 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。
PriceSmart（普尔斯马特）是一家美资会员制仓储商超运营商，业务覆盖中美洲、加勒比地区及南美洲。公司由Price Club的创立者索尔·普莱斯与罗伯特·普莱斯共同创办，罗伯特·普莱斯现任董事会主席。
AEO vs PSMT — 直观对比
营收规模更大
PSMT
是对方的1.0倍
$1.4B
营收增速更快
PSMT
高出4.2%
5.7%
净利率更高
AEO
高出3.8%
2.9%
自由现金流更多
PSMT
多$35.1M
$-2.5M
两年增速更快
PSMT
近两年复合增速
2.3%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $1.4B |
| 净利润 | $91.3M | $40.2M |
| 毛利率 | 40.5% | 17.7% |
| 营业利润率 | 8.3% | 4.6% |
| 净利率 | 6.7% | 2.9% |
| 营收同比 | 5.7% | 9.9% |
| 净利润同比 | 14.2% | 7.3% |
| 每股收益（稀释后） | $0.53 | $1.29 |
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AEOPSMT
| Q4 25 | $1.4B | $1.4B | ||
| Q3 25 | $1.3B | $1.3B | ||
| Q2 25 | $1.1B | $1.3B | ||
| Q1 25 | — | $1.4B | ||
| Q4 24 | $1.3B | $1.3B | ||
| Q3 24 | $1.3B | $1.2B | ||
| Q2 24 | $1.1B | $1.2B | ||
| Q1 24 | $1.7B | $1.3B |
净利润AEOPSMT
| Q4 25 | $91.3M | $40.2M | ||
| Q3 25 | $77.6M | $31.5M | ||
| Q2 25 | $-64.9M | $35.2M | ||
| Q1 25 | — | $43.8M | ||
| Q4 24 | $80.0M | $37.4M | ||
| Q3 24 | $77.3M | $29.1M | ||
| Q2 24 | $67.8M | $32.5M | ||
| Q1 24 | $6.3M | $39.3M |
毛利率AEOPSMT
| Q4 25 | 40.5% | 17.7% | ||
| Q3 25 | 38.9% | — | ||
| Q2 25 | 29.6% | — | ||
| Q1 25 | — | 17.1% | ||
| Q4 24 | 40.9% | 17.4% | ||
| Q3 24 | 38.6% | — | ||
| Q2 24 | 40.6% | — | ||
| Q1 24 | 36.6% | — |
营业利润率AEOPSMT
| Q4 25 | 8.3% | 4.6% | ||
| Q3 25 | 8.0% | 4.0% | ||
| Q2 25 | -7.8% | 4.3% | ||
| Q1 25 | — | 4.8% | ||
| Q4 24 | 8.2% | 4.6% | ||
| Q3 24 | 7.8% | 4.0% | ||
| Q2 24 | 6.8% | 4.1% | ||
| Q1 24 | 0.6% | 4.9% |
净利率AEOPSMT
| Q4 25 | 6.7% | 2.9% | ||
| Q3 25 | 6.0% | 2.4% | ||
| Q2 25 | -6.0% | 2.7% | ||
| Q1 25 | — | 3.2% | ||
| Q4 24 | 6.2% | 3.0% | ||
| Q3 24 | 6.0% | 2.4% | ||
| Q2 24 | 5.9% | 2.6% | ||
| Q1 24 | 0.4% | 3.0% |
每股收益（稀释后）AEOPSMT
| Q4 25 | $0.53 | $1.29 | ||
| Q3 25 | $0.45 | $1.02 | ||
| Q2 25 | $-0.36 | $1.14 | ||
| Q1 25 | — | $1.45 | ||
| Q4 24 | $0.41 | $1.21 | ||
| Q3 24 | $0.39 | $0.94 | ||
| Q2 24 | $0.34 | $1.08 | ||
| Q1 24 | $0.03 | $1.31 |
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 | $320.6M |
| 总债务越低越好 | — | $180.3M |
| 股东权益账面价值 | $1.6B | $1.3B |
| 总资产 | $4.2B | $2.4B |
| 负债/权益比越低杠杆越低 | — | 0.14× |
8季度趋势，按日历期对齐
现金及短期投资AEOPSMT
| Q4 25 | $112.8M | $320.6M | ||
| Q3 25 | $126.8M | $314.2M | ||
| Q2 25 | $87.9M | $262.4M | ||
| Q1 25 | — | $247.3M | ||
| Q4 24 | $160.2M | $222.2M | ||
| Q3 24 | $191.8M | $225.5M | ||
| Q2 24 | $300.5M | $228.2M | ||
| Q1 24 | $454.1M | $264.2M |
总债务AEOPSMT
| Q4 25 | — | $180.3M | ||
| Q3 25 | — | $186.6M | ||
| Q2 25 | — | $103.1M | ||
| Q1 25 | — | $107.1M | ||
| Q4 24 | $0 | $115.6M | ||
| Q3 24 | $0 | $130.4M | ||
| Q2 24 | $0 | $135.1M | ||
| Q1 24 | $0 | $140.0M |
股东权益AEOPSMT
| Q4 25 | $1.6B | $1.3B | ||
| Q3 25 | $1.5B | $1.2B | ||
| Q2 25 | $1.5B | $1.2B | ||
| Q1 25 | — | $1.2B | ||
| Q4 24 | $1.7B | $1.2B | ||
| Q3 24 | $1.7B | $1.1B | ||
| Q2 24 | $1.8B | $1.1B | ||
| Q1 24 | $1.7B | $1.1B |
总资产AEOPSMT
| Q4 25 | $4.2B | $2.4B | ||
| Q3 25 | $4.1B | $2.3B | ||
| Q2 25 | $3.8B | $2.1B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | $3.7B | $2.1B | ||
| Q3 24 | $3.5B | $2.0B | ||
| Q2 24 | $3.6B | $2.0B | ||
| Q1 24 | $3.6B | $2.0B |
负债/权益比AEOPSMT
| Q4 25 | — | 0.14× | ||
| Q3 25 | — | 0.15× | ||
| Q2 25 | — | 0.08× | ||
| Q1 25 | — | 0.09× | ||
| Q4 24 | 0.00× | 0.10× | ||
| Q3 24 | 0.00× | 0.12× | ||
| Q2 24 | 0.00× | 0.12× | ||
| Q1 24 | 0.00× | 0.13× |
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 | $71.2M |
| 自由现金流经营现金流 - 资本支出 | $-2.5M | $32.6M |
| 自由现金流率自由现金流/营收 | -0.2% | 2.4% |
| 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× | 1.77× |
| 过去12个月自由现金流最近4个季度 | $-169.8M | $125.5M |
8季度趋势，按日历期对齐
经营现金流AEOPSMT
| Q4 25 | $67.1M | $71.2M | ||
| Q3 25 | $27.8M | $82.1M | ||
| Q2 25 | $-54.7M | $52.8M | ||
| Q1 25 | — | $87.9M | ||
| Q4 24 | $52.9M | $38.5M | ||
| Q3 24 | $78.3M | $41.8M | ||
| Q2 24 | $-38.1M | $38.1M | ||
| Q1 24 | $296.4M | $86.6M |
自由现金流AEOPSMT
| Q4 25 | $-2.5M | $32.6M | ||
| Q3 25 | $-43.1M | $25.6M | ||
| Q2 25 | $-116.3M | $14.0M | ||
| Q1 25 | — | $53.2M | ||
| Q4 24 | $-7.8M | $10.3M | ||
| Q3 24 | $17.5M | $15.2M | ||
| Q2 24 | $-74.3M | $-308.0K | ||
| Q1 24 | $256.8M | $16.4M |
自由现金流率AEOPSMT
| Q4 25 | -0.2% | 2.4% | ||
| Q3 25 | -3.4% | 1.9% | ||
| Q2 25 | -10.7% | 1.1% | ||
| Q1 25 | — | 3.9% | ||
| Q4 24 | -0.6% | 0.8% | ||
| Q3 24 | 1.4% | 1.2% | ||
| Q2 24 | -6.5% | -0.0% | ||
| Q1 24 | 15.3% | 1.3% |
资本支出强度AEOPSMT
| Q4 25 | 5.1% | 2.8% | ||
| Q3 25 | 5.5% | 4.2% | ||
| Q2 25 | 5.7% | 2.9% | ||
| Q1 25 | — | 2.5% | ||
| Q4 24 | 4.7% | 2.2% | ||
| Q3 24 | 4.7% | 2.2% | ||
| Q2 24 | 3.2% | 3.1% | ||
| Q1 24 | 2.4% | 5.4% |
现金转化率AEOPSMT
| Q4 25 | 0.74× | 1.77× | ||
| Q3 25 | 0.36× | 2.60× | ||
| Q2 25 | — | 1.50× | ||
| Q1 25 | — | 2.01× | ||
| Q4 24 | 0.66× | 1.03× | ||
| Q3 24 | 1.01× | 1.44× | ||
| Q2 24 | -0.56× | 1.17× | ||
| Q1 24 | 46.93× | 2.20× |
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% |
PSMT
| Fresh Foods | $454.9M | 33% |
| Caribbean Operations Segment | $396.5M | 29% |
| Colombia Operations Segment | $204.1M | 15% |
| Hardlines | $162.6M | 12% |
| Softlines | $99.8M | 7% |
| ship Income Member | $24.5M | 2% |
| Health Services | $14.5M | 1% |
| Other Revenue And Income | $4.2M | 0% |
| United States Operations Segment | $510.0K | 0% |
| Export Sales | $359.0K | 0% |
