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美国鹰（AEO）与Rivian Automotive, Inc.（RIVN）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Rivian Automotive, Inc.的1.1倍（$1.4B vs $1.3B），美国鹰净利率更高（6.7% vs -63.1%，领先69.8%），美国鹰同比增速更快（5.7% vs -25.8%），美国鹰自由现金流更多（$-2.5M vs $-1.1B），过去两年Rivian Automotive, Inc.的营收复合增速更高（3.3% 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。
Rivian Automotive是2009年成立的美国电动汽车制造商及汽车科技企业，主打基于自研滑板平台打造的电动SUV、皮卡及EDV电动配送货车，旗下R1T皮卡于2021年末正式开启交付，还计划于2023年底前在美国和加拿大布局专属充电网络，其平台可适配新车型也可对外授权使用。
AEO vs RIVN — 直观对比
营收规模更大
AEO
是对方的1.1倍
$1.3B
营收增速更快
AEO
高出31.5%
-25.8%
净利率更高
AEO
高出69.8%
-63.1%
自由现金流更多
AEO
多$1.1B
$-1.1B
两年增速更快
RIVN
近两年复合增速
2.3%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $1.3B |
| 净利润 | $91.3M | $-811.0M |
| 毛利率 | 40.5% | 9.3% |
| 营业利润率 | 8.3% | -64.8% |
| 净利率 | 6.7% | -63.1% |
| 营收同比 | 5.7% | -25.8% |
| 净利润同比 | 14.2% | -9.0% |
| 每股收益（稀释后） | $0.53 | $-0.66 |
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AEORIVN
| Q4 25 | $1.4B | $1.3B | ||
| Q3 25 | $1.3B | $1.6B | ||
| Q2 25 | $1.1B | $1.3B | ||
| Q1 25 | — | $1.2B | ||
| Q4 24 | $1.3B | $1.7B | ||
| Q3 24 | $1.3B | $874.0M | ||
| Q2 24 | $1.1B | $1.2B | ||
| Q1 24 | $1.7B | $1.2B |
净利润AEORIVN
| Q4 25 | $91.3M | $-811.0M | ||
| Q3 25 | $77.6M | $-1.2B | ||
| Q2 25 | $-64.9M | $-1.1B | ||
| Q1 25 | — | $-545.0M | ||
| Q4 24 | $80.0M | $-744.0M | ||
| Q3 24 | $77.3M | $-1.1B | ||
| Q2 24 | $67.8M | $-1.5B | ||
| Q1 24 | $6.3M | $-1.4B |
毛利率AEORIVN
| Q4 25 | 40.5% | 9.3% | ||
| Q3 25 | 38.9% | 1.5% | ||
| Q2 25 | 29.6% | -15.8% | ||
| Q1 25 | — | 16.6% | ||
| Q4 24 | 40.9% | 9.8% | ||
| Q3 24 | 38.6% | -44.9% | ||
| Q2 24 | 40.6% | -38.9% | ||
| Q1 24 | 36.6% | -43.8% |
营业利润率AEORIVN
| Q4 25 | 8.3% | -64.8% | ||
| Q3 25 | 8.0% | -63.1% | ||
| Q2 25 | -7.8% | -85.5% | ||
| Q1 25 | — | -52.8% | ||
| Q4 24 | 8.2% | -38.1% | ||
| Q3 24 | 7.8% | -133.8% | ||
| Q2 24 | 6.8% | -118.7% | ||
| Q1 24 | 0.6% | -123.3% |
净利率AEORIVN
| Q4 25 | 6.7% | -63.1% | ||
| Q3 25 | 6.0% | -75.3% | ||
| Q2 25 | -6.0% | -85.7% | ||
| Q1 25 | — | -44.0% | ||
| Q4 24 | 6.2% | -42.9% | ||
| Q3 24 | 6.0% | -125.9% | ||
| Q2 24 | 5.9% | -125.8% | ||
| Q1 24 | 0.4% | -120.1% |
每股收益（稀释后）AEORIVN
| Q4 25 | $0.53 | $-0.66 | ||
| Q3 25 | $0.45 | $-0.96 | ||
| Q2 25 | $-0.36 | $-0.97 | ||
| Q1 25 | — | $-0.48 | ||
| Q4 24 | $0.41 | $-0.67 | ||
| Q3 24 | $0.39 | $-1.08 | ||
| Q2 24 | $0.34 | $-1.46 | ||
| Q1 24 | $0.03 | $-1.48 |
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 | $6.1B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.6B | $4.6B |
| 总资产 | $4.2B | $14.9B |
| 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AEORIVN
| Q4 25 | $112.8M | $6.1B | ||
| Q3 25 | $126.8M | $7.1B | ||
| Q2 25 | $87.9M | $7.5B | ||
| Q1 25 | — | $7.2B | ||
| Q4 24 | $160.2M | $7.7B | ||
| Q3 24 | $191.8M | $6.7B | ||
| Q2 24 | $300.5M | $7.9B | ||
| Q1 24 | $454.1M | $7.9B |
总债务AEORIVN
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $0 | — | ||
| Q3 24 | $0 | — | ||
| Q2 24 | $0 | $5.5B | ||
| Q1 24 | $0 | $4.4B |
股东权益AEORIVN
| Q4 25 | $1.6B | $4.6B | ||
| Q3 25 | $1.5B | $5.1B | ||
| Q2 25 | $1.5B | $6.1B | ||
| Q1 25 | — | $6.2B | ||
| Q4 24 | $1.7B | $6.6B | ||
| Q3 24 | $1.7B | $5.9B | ||
| Q2 24 | $1.8B | $6.8B | ||
| Q1 24 | $1.7B | $8.1B |
总资产AEORIVN
| Q4 25 | $4.2B | $14.9B | ||
| Q3 25 | $4.1B | $15.2B | ||
| Q2 25 | $3.8B | $15.6B | ||
| Q1 25 | — | $15.5B | ||
| Q4 24 | $3.7B | $15.4B | ||
| Q3 24 | $3.5B | $14.3B | ||
| Q2 24 | $3.6B | $15.4B | ||
| Q1 24 | $3.6B | $15.7B |
负债/权益比AEORIVN
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.00× | — | ||
| Q3 24 | 0.00× | — | ||
| Q2 24 | 0.00× | 0.81× | ||
| Q1 24 | 0.00× | 0.55× |
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 | $-681.0M |
| 自由现金流经营现金流 - 资本支出 | $-2.5M | $-1.1B |
| 自由现金流率自由现金流/营收 | -0.2% | -89.0% |
| 资本支出强度资本支出/营收 | 5.1% | 36.0% |
| 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 | $-2.5B |
8季度趋势，按日历期对齐
经营现金流AEORIVN
| Q4 25 | $67.1M | $-681.0M | ||
| Q3 25 | $27.8M | $26.0M | ||
| Q2 25 | $-54.7M | $64.0M | ||
| Q1 25 | — | $-188.0M | ||
| Q4 24 | $52.9M | $1.2B | ||
| Q3 24 | $78.3M | $-876.0M | ||
| Q2 24 | $-38.1M | $-754.0M | ||
| Q1 24 | $296.4M | $-1.3B |
自由现金流AEORIVN
| Q4 25 | $-2.5M | $-1.1B | ||
| Q3 25 | $-43.1M | $-421.0M | ||
| Q2 25 | $-116.3M | $-398.0M | ||
| Q1 25 | — | $-526.0M | ||
| Q4 24 | $-7.8M | $856.0M | ||
| Q3 24 | $17.5M | $-1.2B | ||
| Q2 24 | $-74.3M | $-1.0B | ||
| Q1 24 | $256.8M | $-1.5B |
自由现金流率AEORIVN
| Q4 25 | -0.2% | -89.0% | ||
| Q3 25 | -3.4% | -27.0% | ||
| Q2 25 | -10.7% | -30.5% | ||
| Q1 25 | — | -42.4% | ||
| Q4 24 | -0.6% | 49.4% | ||
| Q3 24 | 1.4% | -131.9% | ||
| Q2 24 | -6.5% | -89.6% | ||
| Q1 24 | 15.3% | -126.5% |
资本支出强度AEORIVN
| Q4 25 | 5.1% | 36.0% | ||
| Q3 25 | 5.5% | 28.7% | ||
| Q2 25 | 5.7% | 35.5% | ||
| Q1 25 | — | 27.3% | ||
| Q4 24 | 4.7% | 18.9% | ||
| Q3 24 | 4.7% | 31.7% | ||
| Q2 24 | 3.2% | 24.4% | ||
| Q1 24 | 2.4% | 21.1% |
现金转化率AEORIVN
| 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% |
RIVN
| Automotive Segment | $839.0M | 65% |
| Software And Services Segment | $447.0M | 35% |
| Regulatory Credits | $30.0M | 2% |
