vs
美国鹰（AEO）与QuidelOrtho Corp（QDEL）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QuidelOrtho Corp的1.9倍（$1.4B vs $699.9M），美国鹰净利率更高（6.7% vs -104.7%，领先111.4%），美国鹰同比增速更快（5.7% vs -3.7%），美国鹰自由现金流更多（$-2.5M vs $-94.7M），过去两年美国鹰的营收复合增速更高（2.3% vs -2.9%）
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。
奎德尔奥索公司是美国的诊断医疗产品制造商，旗下产品面向全球市场销售，深耕体外诊断领域，为医疗机构及相关用户提供专业的检测解决方案，助力全球医疗健康服务效率提升。
AEO vs QDEL — 直观对比
营收规模更大
AEO
是对方的1.9倍
$699.9M
营收增速更快
AEO
高出9.5%
-3.7%
净利率更高
AEO
高出111.4%
-104.7%
自由现金流更多
AEO
多$92.2M
$-94.7M
两年增速更快
AEO
近两年复合增速
-2.9%
损益表 — Q3 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $699.9M |
| 净利润 | $91.3M | $-733.0M |
| 毛利率 | 40.5% | — |
| 营业利润率 | 8.3% | -100.7% |
| 净利率 | 6.7% | -104.7% |
| 营收同比 | 5.7% | -3.7% |
| 净利润同比 | 14.2% | -3583.4% |
| 每股收益（稀释后） | $0.53 | $-10.78 |
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AEOQDEL
| Q4 25 | $1.4B | — | ||
| Q3 25 | $1.3B | $699.9M | ||
| Q2 25 | $1.1B | $613.9M | ||
| Q1 25 | — | $692.8M | ||
| Q4 24 | $1.3B | $707.8M | ||
| Q3 24 | $1.3B | $727.1M | ||
| Q2 24 | $1.1B | $637.0M | ||
| Q1 24 | $1.7B | $711.0M |
净利润AEOQDEL
| Q4 25 | $91.3M | — | ||
| Q3 25 | $77.6M | $-733.0M | ||
| Q2 25 | $-64.9M | $-255.4M | ||
| Q1 25 | — | $-12.7M | ||
| Q4 24 | $80.0M | $-178.4M | ||
| Q3 24 | $77.3M | $-19.9M | ||
| Q2 24 | $67.8M | $-147.7M | ||
| Q1 24 | $6.3M | $-1.7B |
毛利率AEOQDEL
| 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AEOQDEL
| Q4 25 | 8.3% | — | ||
| Q3 25 | 8.0% | -100.7% | ||
| Q2 25 | -7.8% | -29.4% | ||
| Q1 25 | — | 4.7% | ||
| Q4 24 | 8.2% | -14.2% | ||
| Q3 24 | 7.8% | 2.1% | ||
| Q2 24 | 6.8% | -18.4% | ||
| Q1 24 | 0.6% | -247.3% |
净利率AEOQDEL
| Q4 25 | 6.7% | — | ||
| Q3 25 | 6.0% | -104.7% | ||
| Q2 25 | -6.0% | -41.6% | ||
| Q1 25 | — | -1.8% | ||
| Q4 24 | 6.2% | -25.2% | ||
| Q3 24 | 6.0% | -2.7% | ||
| Q2 24 | 5.9% | -23.2% | ||
| Q1 24 | 0.4% | -239.9% |
每股收益（稀释后）AEOQDEL
| Q4 25 | $0.53 | — | ||
| Q3 25 | $0.45 | $-10.78 | ||
| Q2 25 | $-0.36 | $-3.77 | ||
| Q1 25 | — | $-0.19 | ||
| Q4 24 | $0.41 | $-2.54 | ||
| Q3 24 | $0.39 | $-0.30 | ||
| Q2 24 | $0.34 | $-2.20 | ||
| Q1 24 | $0.03 | $-25.50 |
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 | $98.1M |
| 总债务越低越好 | — | $2.5B |
| 股东权益账面价值 | $1.6B | $2.0B |
| 总资产 | $4.2B | $5.7B |
| 负债/权益比越低杠杆越低 | — | 1.23× |
8季度趋势，按日历期对齐
现金及短期投资AEOQDEL
| Q4 25 | $112.8M | — | ||
| Q3 25 | $126.8M | $98.1M | ||
| Q2 25 | $87.9M | $151.7M | ||
| Q1 25 | — | $127.1M | ||
| Q4 24 | $160.2M | $98.3M | ||
| Q3 24 | $191.8M | $143.7M | ||
| Q2 24 | $300.5M | $107.0M | ||
| Q1 24 | $454.1M | $78.5M |
总债务AEOQDEL
| Q4 25 | — | — | ||
| Q3 25 | — | $2.5B | ||
| Q2 25 | — | $2.1B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | $0 | $2.1B | ||
| Q3 24 | $0 | $2.2B | ||
| Q2 24 | $0 | $2.2B | ||
| Q1 24 | $0 | $2.2B |
股东权益AEOQDEL
| Q4 25 | $1.6B | — | ||
| Q3 25 | $1.5B | $2.0B | ||
| Q2 25 | $1.5B | $2.8B | ||
| Q1 25 | — | $3.0B | ||
| Q4 24 | $1.7B | $3.0B | ||
| Q3 24 | $1.7B | $3.2B | ||
| Q2 24 | $1.8B | $3.2B | ||
| Q1 24 | $1.7B | $3.3B |
总资产AEOQDEL
| Q4 25 | $4.2B | — | ||
| Q3 25 | $4.1B | $5.7B | ||
| Q2 25 | $3.8B | $6.4B | ||
| Q1 25 | — | $6.5B | ||
| Q4 24 | $3.7B | $6.4B | ||
| Q3 24 | $3.5B | $6.8B | ||
| Q2 24 | $3.6B | $6.7B | ||
| Q1 24 | $3.6B | $6.7B |
负债/权益比AEOQDEL
| Q4 25 | — | — | ||
| Q3 25 | — | 1.23× | ||
| Q2 25 | — | 0.74× | ||
| Q1 25 | — | 0.70× | ||
| Q4 24 | 0.00× | 0.72× | ||
| Q3 24 | 0.00× | 0.68× | ||
| Q2 24 | 0.00× | 0.70× | ||
| Q1 24 | 0.00× | 0.68× |
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 | $-45.5M |
| 自由现金流经营现金流 - 资本支出 | $-2.5M | $-94.7M |
| 自由现金流率自由现金流/营收 | -0.2% | -13.5% |
| 资本支出强度资本支出/营收 | 5.1% | 7.0% |
| 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 | $-153.1M |
8季度趋势，按日历期对齐
经营现金流AEOQDEL
| Q4 25 | $67.1M | — | ||
| Q3 25 | $27.8M | $-45.5M | ||
| Q2 25 | $-54.7M | $-46.8M | ||
| Q1 25 | — | $65.6M | ||
| Q4 24 | $52.9M | $63.7M | ||
| Q3 24 | $78.3M | $117.9M | ||
| Q2 24 | $-38.1M | $-97.9M | ||
| Q1 24 | $296.4M | $-700.0K |
自由现金流AEOQDEL
| Q4 25 | $-2.5M | — | ||
| Q3 25 | $-43.1M | $-94.7M | ||
| Q2 25 | $-116.3M | $-84.3M | ||
| Q1 25 | — | $9.4M | ||
| Q4 24 | $-7.8M | $16.5M | ||
| Q3 24 | $17.5M | $71.4M | ||
| Q2 24 | $-74.3M | $-133.2M | ||
| Q1 24 | $256.8M | $-66.8M |
自由现金流率AEOQDEL
| Q4 25 | -0.2% | — | ||
| Q3 25 | -3.4% | -13.5% | ||
| Q2 25 | -10.7% | -13.7% | ||
| Q1 25 | — | 1.4% | ||
| Q4 24 | -0.6% | 2.3% | ||
| Q3 24 | 1.4% | 9.8% | ||
| Q2 24 | -6.5% | -20.9% | ||
| Q1 24 | 15.3% | -9.4% |
资本支出强度AEOQDEL
| Q4 25 | 5.1% | — | ||
| Q3 25 | 5.5% | 7.0% | ||
| Q2 25 | 5.7% | 6.1% | ||
| Q1 25 | — | 8.1% | ||
| Q4 24 | 4.7% | 6.7% | ||
| Q3 24 | 4.7% | 6.4% | ||
| Q2 24 | 3.2% | 5.5% | ||
| Q1 24 | 2.4% | 9.3% |
现金转化率AEOQDEL
| Q4 25 | 0.74× | — | ||
| Q3 25 | 0.36× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.66× | — | ||
| 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% |
QDEL
| Labs | $373.8M | 53% |
| Point Of Care | $164.6M | 24% |
| Immunohematology | $142.0M | 20% |
| Donor Screening | $14.7M | 2% |
| Molecular Diagnostics | $4.8M | 1% |
| Collaborative Arrangement Transaction With Party To Collaborative Arrangement | $2.1M | 0% |
