vs
美国鹰（AEO）与Reddit, Inc.（RDDT）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Reddit, Inc.的1.9倍（$1.4B vs $725.6M），Reddit, Inc.净利率更高（34.7% vs 6.7%，领先28.0%），Reddit, Inc.同比增速更快（69.7% vs 5.7%），Reddit, Inc.自由现金流更多（$263.6M vs $-2.5M），过去两年Reddit, Inc.的营收复合增速更高（72.8% 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。
Reddit是美国知名的社交新闻聚合与论坛类社交媒体平台，注册用户可发布链接、文字帖、图片、视频等各类内容，其他用户可对内容进行点赞或点踩，内容按主题归类到用户创建的子板块中，获赞更高的内容会排在板块前列，热度足够的内容还将展示在全站首页。
AEO vs RDDT — 直观对比
营收规模更大
AEO
是对方的1.9倍
$725.6M
营收增速更快
RDDT
高出63.9%
5.7%
净利率更高
RDDT
高出28.0%
6.7%
自由现金流更多
RDDT
多$266.2M
$-2.5M
两年增速更快
RDDT
近两年复合增速
2.3%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $725.6M |
| 净利润 | $91.3M | $251.6M |
| 毛利率 | 40.5% | 91.9% |
| 营业利润率 | 8.3% | 31.9% |
| 净利率 | 6.7% | 34.7% |
| 营收同比 | 5.7% | 69.7% |
| 净利润同比 | 14.2% | 254.2% |
| 每股收益（稀释后） | $0.53 | $1.24 |
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AEORDDT
| Q4 25 | $1.4B | $725.6M | ||
| Q3 25 | $1.3B | $584.9M | ||
| Q2 25 | $1.1B | $499.6M | ||
| Q1 25 | — | $392.4M | ||
| Q4 24 | $1.3B | $427.7M | ||
| Q3 24 | $1.3B | $348.4M | ||
| Q2 24 | $1.1B | $281.2M | ||
| Q1 24 | $1.7B | $243.0M |
净利润AEORDDT
| Q4 25 | $91.3M | $251.6M | ||
| Q3 25 | $77.6M | $162.7M | ||
| Q2 25 | $-64.9M | $89.3M | ||
| Q1 25 | — | $26.2M | ||
| Q4 24 | $80.0M | $71.0M | ||
| Q3 24 | $77.3M | $29.9M | ||
| Q2 24 | $67.8M | $-10.1M | ||
| Q1 24 | $6.3M | $-575.1M |
毛利率AEORDDT
| Q4 25 | 40.5% | 91.9% | ||
| Q3 25 | 38.9% | 91.0% | ||
| Q2 25 | 29.6% | 90.8% | ||
| Q1 25 | — | 90.5% | ||
| Q4 24 | 40.9% | 92.6% | ||
| Q3 24 | 38.6% | 90.1% | ||
| Q2 24 | 40.6% | 89.5% | ||
| Q1 24 | 36.6% | 88.6% |
营业利润率AEORDDT
| Q4 25 | 8.3% | 31.9% | ||
| Q3 25 | 8.0% | 23.7% | ||
| Q2 25 | -7.8% | 13.6% | ||
| Q1 25 | — | 1.0% | ||
| Q4 24 | 8.2% | 12.4% | ||
| Q3 24 | 7.8% | 2.0% | ||
| Q2 24 | 6.8% | -11.0% | ||
| Q1 24 | 0.6% | -242.5% |
净利率AEORDDT
| Q4 25 | 6.7% | 34.7% | ||
| Q3 25 | 6.0% | 27.8% | ||
| Q2 25 | -6.0% | 17.9% | ||
| Q1 25 | — | 6.7% | ||
| Q4 24 | 6.2% | 16.6% | ||
| Q3 24 | 6.0% | 8.6% | ||
| Q2 24 | 5.9% | -3.6% | ||
| Q1 24 | 0.4% | -236.7% |
每股收益（稀释后）AEORDDT
| Q4 25 | $0.53 | $1.24 | ||
| Q3 25 | $0.45 | $0.80 | ||
| Q2 25 | $-0.36 | $0.45 | ||
| Q1 25 | — | $0.13 | ||
| Q4 24 | $0.41 | $4.76 | ||
| Q3 24 | $0.39 | $0.16 | ||
| Q2 24 | $0.34 | $-0.06 | ||
| Q1 24 | $0.03 | $-8.19 |
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 | $953.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.6B | $2.9B |
| 总资产 | $4.2B | $3.2B |
| 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AEORDDT
| Q4 25 | $112.8M | $953.6M | ||
| Q3 25 | $126.8M | $911.7M | ||
| Q2 25 | $87.9M | $734.1M | ||
| Q1 25 | — | $635.7M | ||
| Q4 24 | $160.2M | $562.1M | ||
| Q3 24 | $191.8M | $515.9M | ||
| Q2 24 | $300.5M | $468.0M | ||
| Q1 24 | $454.1M | $968.5M |
总债务AEORDDT
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $0 | — | ||
| Q3 24 | $0 | — | ||
| Q2 24 | $0 | — | ||
| Q1 24 | $0 | — |
股东权益AEORDDT
| Q4 25 | $1.6B | $2.9B | ||
| Q3 25 | $1.5B | $2.6B | ||
| Q2 25 | $1.5B | $2.4B | ||
| Q1 25 | — | $2.2B | ||
| Q4 24 | $1.7B | $2.1B | ||
| Q3 24 | $1.7B | $2.0B | ||
| Q2 24 | $1.8B | $1.9B | ||
| Q1 24 | $1.7B | $1.8B |
总资产AEORDDT
| Q4 25 | $4.2B | $3.2B | ||
| Q3 25 | $4.1B | $2.9B | ||
| Q2 25 | $3.8B | $2.6B | ||
| Q1 25 | — | $2.4B | ||
| Q4 24 | $3.7B | $2.3B | ||
| Q3 24 | $3.5B | $2.2B | ||
| Q2 24 | $3.6B | $2.1B | ||
| Q1 24 | $3.6B | $2.0B |
负债/权益比AEORDDT
| 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 | $266.8M |
| 自由现金流经营现金流 - 资本支出 | $-2.5M | $263.6M |
| 自由现金流率自由现金流/营收 | -0.2% | 36.3% |
| 资本支出强度资本支出/营收 | 5.1% | 0.4% |
| 现金转化率经营现金流/净利润 | 0.74× | 1.06× |
| 过去12个月自由现金流最近4个季度 | $-169.8M | $684.2M |
8季度趋势，按日历期对齐
经营现金流AEORDDT
| Q4 25 | $67.1M | $266.8M | ||
| Q3 25 | $27.8M | $185.2M | ||
| Q2 25 | $-54.7M | $111.3M | ||
| Q1 25 | — | $127.6M | ||
| Q4 24 | $52.9M | $90.0M | ||
| Q3 24 | $78.3M | $71.6M | ||
| Q2 24 | $-38.1M | $28.4M | ||
| Q1 24 | $296.4M | $32.1M |
自由现金流AEORDDT
| Q4 25 | $-2.5M | $263.6M | ||
| Q3 25 | $-43.1M | $183.1M | ||
| Q2 25 | $-116.3M | $110.8M | ||
| Q1 25 | — | $126.6M | ||
| Q4 24 | $-7.8M | $89.2M | ||
| Q3 24 | $17.5M | $70.3M | ||
| Q2 24 | $-74.3M | $27.2M | ||
| Q1 24 | $256.8M | $29.2M |
自由现金流率AEORDDT
| Q4 25 | -0.2% | 36.3% | ||
| Q3 25 | -3.4% | 31.3% | ||
| Q2 25 | -10.7% | 22.2% | ||
| Q1 25 | — | 32.3% | ||
| Q4 24 | -0.6% | 20.8% | ||
| Q3 24 | 1.4% | 20.2% | ||
| Q2 24 | -6.5% | 9.7% | ||
| Q1 24 | 15.3% | 12.0% |
资本支出强度AEORDDT
| Q4 25 | 5.1% | 0.4% | ||
| Q3 25 | 5.5% | 0.4% | ||
| Q2 25 | 5.7% | 0.1% | ||
| Q1 25 | — | 0.2% | ||
| Q4 24 | 4.7% | 0.2% | ||
| Q3 24 | 4.7% | 0.4% | ||
| Q2 24 | 3.2% | 0.4% | ||
| Q1 24 | 2.4% | 1.2% |
现金转化率AEORDDT
| Q4 25 | 0.74× | 1.06× | ||
| Q3 25 | 0.36× | 1.14× | ||
| Q2 25 | — | 1.25× | ||
| Q1 25 | — | 4.88× | ||
| Q4 24 | 0.66× | 1.27× | ||
| Q3 24 | 1.01× | 2.40× | ||
| 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% |
RDDT
| Advertising | $689.7M | 95% |
| Other Revenue | $35.9M | 5% |
