vs
美国鹰（AEO）与罗致恒富（RHI）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罗致恒富的1.0倍（$1.4B vs $1.3B），美国鹰同比增速更快（5.7% vs -5.8%），罗致恒富自由现金流更多（$170.8M vs $-2.5M），过去两年美国鹰的营收复合增速更高（2.3% vs -6.1%）
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。
罗致恒富是1948年成立的国际人力资源咨询机构，总部位于加利福尼亚州门洛帕克和圣拉蒙，是全球规模领先的会计与金融领域人才派遣服务商之一，在全球范围内设有超过345个办公点。
AEO vs RHI — 直观对比
营收规模更大
AEO
是对方的1.0倍
$1.3B
营收增速更快
AEO
高出11.5%
-5.8%
自由现金流更多
RHI
多$173.3M
$-2.5M
两年增速更快
AEO
近两年复合增速
-6.1%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $1.3B |
| 净利润 | $91.3M | — |
| 毛利率 | 40.5% | 37.6% |
| 营业利润率 | 8.3% | 1.7% |
| 净利率 | 6.7% | — |
| 营收同比 | 5.7% | -5.8% |
| 净利润同比 | 14.2% | — |
| 每股收益（稀释后） | $0.53 | $0.32 |
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AEORHI
| Q4 25 | $1.4B | $1.3B | ||
| Q3 25 | $1.3B | $1.4B | ||
| Q2 25 | $1.1B | $1.4B | ||
| Q1 25 | — | $1.4B | ||
| Q4 24 | $1.3B | $1.4B | ||
| Q3 24 | $1.3B | $1.5B | ||
| Q2 24 | $1.1B | $1.5B | ||
| Q1 24 | $1.7B | $1.5B |
净利润AEORHI
| Q4 25 | $91.3M | — | ||
| Q3 25 | $77.6M | $42.9M | ||
| Q2 25 | $-64.9M | $41.0M | ||
| Q1 25 | — | $17.4M | ||
| Q4 24 | $80.0M | — | ||
| Q3 24 | $77.3M | $65.5M | ||
| Q2 24 | $67.8M | $68.2M | ||
| Q1 24 | $6.3M | $63.7M |
毛利率AEORHI
| Q4 25 | 40.5% | 37.6% | ||
| Q3 25 | 38.9% | 37.2% | ||
| Q2 25 | 29.6% | 37.2% | ||
| Q1 25 | — | 36.9% | ||
| Q4 24 | 40.9% | 38.8% | ||
| Q3 24 | 38.6% | 39.0% | ||
| Q2 24 | 40.6% | 39.2% | ||
| Q1 24 | 36.6% | 38.1% |
营业利润率AEORHI
| Q4 25 | 8.3% | 1.7% | ||
| Q3 25 | 8.0% | 1.0% | ||
| Q2 25 | -7.8% | 0.1% | ||
| Q1 25 | — | 2.9% | ||
| Q4 24 | 8.2% | 4.7% | ||
| Q3 24 | 7.8% | 4.1% | ||
| Q2 24 | 6.8% | 5.1% | ||
| Q1 24 | 0.6% | 2.8% |
净利率AEORHI
| Q4 25 | 6.7% | — | ||
| Q3 25 | 6.0% | 3.2% | ||
| Q2 25 | -6.0% | 3.0% | ||
| Q1 25 | — | 1.3% | ||
| Q4 24 | 6.2% | — | ||
| Q3 24 | 6.0% | 4.5% | ||
| Q2 24 | 5.9% | 4.6% | ||
| Q1 24 | 0.4% | 4.3% |
每股收益（稀释后）AEORHI
| Q4 25 | $0.53 | $0.32 | ||
| Q3 25 | $0.45 | $0.43 | ||
| Q2 25 | $-0.36 | $0.41 | ||
| Q1 25 | — | $0.17 | ||
| Q4 24 | $0.41 | $0.53 | ||
| Q3 24 | $0.39 | $0.64 | ||
| Q2 24 | $0.34 | $0.66 | ||
| Q1 24 | $0.03 | $0.61 |
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 | $464.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.6B | $1.3B |
| 总资产 | $4.2B | $2.9B |
| 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AEORHI
| Q4 25 | $112.8M | $464.4M | ||
| Q3 25 | $126.8M | $365.3M | ||
| Q2 25 | $87.9M | $380.5M | ||
| Q1 25 | — | $342.5M | ||
| Q4 24 | $160.2M | $537.6M | ||
| Q3 24 | $191.8M | $570.5M | ||
| Q2 24 | $300.5M | $547.4M | ||
| Q1 24 | $454.1M | $540.9M |
总债务AEORHI
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $0 | — | ||
| Q3 24 | $0 | — | ||
| Q2 24 | $0 | — | ||
| Q1 24 | $0 | — |
股东权益AEORHI
| Q4 25 | $1.6B | $1.3B | ||
| Q3 25 | $1.5B | $1.3B | ||
| Q2 25 | $1.5B | $1.3B | ||
| Q1 25 | — | $1.3B | ||
| Q4 24 | $1.7B | $1.4B | ||
| Q3 24 | $1.7B | $1.5B | ||
| Q2 24 | $1.8B | $1.5B | ||
| Q1 24 | $1.7B | $1.5B |
总资产AEORHI
| Q4 25 | $4.2B | $2.9B | ||
| Q3 25 | $4.1B | $2.8B | ||
| Q2 25 | $3.8B | $2.8B | ||
| Q1 25 | — | $2.7B | ||
| Q4 24 | $3.7B | $2.9B | ||
| Q3 24 | $3.5B | $3.0B | ||
| Q2 24 | $3.6B | $2.9B | ||
| Q1 24 | $3.6B | $2.9B |
负债/权益比AEORHI
| 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 | $182.5M |
| 自由现金流经营现金流 - 资本支出 | $-2.5M | $170.8M |
| 自由现金流率自由现金流/营收 | -0.2% | 13.1% |
| 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× | — |
| 过去12个月自由现金流最近4个季度 | $-169.8M | $266.8M |
8季度趋势，按日历期对齐
经营现金流AEORHI
| Q4 25 | $67.1M | $182.5M | ||
| Q3 25 | $27.8M | $77.4M | ||
| Q2 25 | $-54.7M | $119.4M | ||
| Q1 25 | — | $-59.3M | ||
| Q4 24 | $52.9M | $154.8M | ||
| Q3 24 | $78.3M | $129.6M | ||
| Q2 24 | $-38.1M | $142.0M | ||
| Q1 24 | $296.4M | $-15.9M |
自由现金流AEORHI
| Q4 25 | $-2.5M | $170.8M | ||
| Q3 25 | $-43.1M | $63.6M | ||
| Q2 25 | $-116.3M | $104.2M | ||
| Q1 25 | — | $-71.7M | ||
| Q4 24 | $-7.8M | $140.5M | ||
| Q3 24 | $17.5M | $111.8M | ||
| Q2 24 | $-74.3M | $129.6M | ||
| Q1 24 | $256.8M | $-27.7M |
自由现金流率AEORHI
| Q4 25 | -0.2% | 13.1% | ||
| Q3 25 | -3.4% | 4.7% | ||
| Q2 25 | -10.7% | 7.6% | ||
| Q1 25 | — | -5.3% | ||
| Q4 24 | -0.6% | 10.2% | ||
| Q3 24 | 1.4% | 7.6% | ||
| Q2 24 | -6.5% | 8.8% | ||
| Q1 24 | 15.3% | -1.9% |
资本支出强度AEORHI
| Q4 25 | 5.1% | 0.9% | ||
| Q3 25 | 5.5% | 1.0% | ||
| Q2 25 | 5.7% | 1.1% | ||
| Q1 25 | — | 0.9% | ||
| Q4 24 | 4.7% | 1.0% | ||
| Q3 24 | 4.7% | 1.2% | ||
| Q2 24 | 3.2% | 0.8% | ||
| Q1 24 | 2.4% | 0.8% |
现金转化率AEORHI
| Q4 25 | 0.74× | — | ||
| Q3 25 | 0.36× | 1.80× | ||
| Q2 25 | — | 2.91× | ||
| Q1 25 | — | -3.42× | ||
| Q4 24 | 0.66× | — | ||
| Q3 24 | 1.01× | 1.98× | ||
| Q2 24 | -0.56× | 2.08× | ||
| Q1 24 | 46.93× | -0.25× |
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% |
RHI
| Finance And Accounting | $535.2M | 41% |
| Protiviti | $479.0M | 37% |
| Technology | $156.4M | 12% |
| Permanent Placement Talent Solutions | $102.6M | 8% |
| Other | $29.2M | 2% |
