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美国鹰（AEO）与Rocket Companies, Inc.（RKT）财务数据对比。点击上方公司名可切换其他公司
Rocket Companies, Inc.的季度营收约是美国鹰的2.0倍（$2.7B vs $1.4B），美国鹰净利率更高（6.7% vs 2.5%，领先4.2%），Rocket Companies, Inc.同比增速更快（52.2% vs 5.7%），美国鹰自由现金流更多（$-2.5M vs $-1.3B），过去两年Rocket Companies, Inc.的营收复合增速更高（39.5% 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。
Rocket Companies, Inc.是美国金融科技及住房服务企业，由丹·吉尔伯特创立，总部位于密歇根州底特律市中心。公司依托旗舰子公司Rocket Mortgage跻身美国最大抵押贷款提供商行列，旗下还拥有Redfin、Forsalebyowner.com、Rocket Money等子品牌。
AEO vs RKT — 直观对比
营收规模更大
RKT
是对方的2.0倍
$1.4B
营收增速更快
RKT
高出46.4%
5.7%
净利率更高
AEO
高出4.2%
2.5%
自由现金流更多
AEO
多$1.3B
$-1.3B
两年增速更快
RKT
近两年复合增速
2.3%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $2.7B |
| 净利润 | $91.3M | $68.0M |
| 毛利率 | 40.5% | — |
| 营业利润率 | 8.3% | 6.3% |
| 净利率 | 6.7% | 2.5% |
| 营收同比 | 5.7% | 52.2% |
| 净利润同比 | 14.2% | 100.8% |
| 每股收益（稀释后） | $0.53 | $0.10 |
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AEORKT
| Q4 25 | $1.4B | $2.7B | ||
| Q3 25 | $1.3B | $1.6B | ||
| Q2 25 | $1.1B | $1.4B | ||
| Q1 25 | — | $1.0B | ||
| Q4 24 | $1.3B | $1.8B | ||
| Q3 24 | $1.3B | $646.9M | ||
| Q2 24 | $1.1B | $1.3B | ||
| Q1 24 | $1.7B | $1.4B |
净利润AEORKT
| Q4 25 | $91.3M | $68.0M | ||
| Q3 25 | $77.6M | $-123.9M | ||
| Q2 25 | $-64.9M | $-1.8M | ||
| Q1 25 | — | $-10.4M | ||
| Q4 24 | $80.0M | $33.9M | ||
| Q3 24 | $77.3M | $-22.0M | ||
| Q2 24 | $67.8M | $1.3M | ||
| Q1 24 | $6.3M | $16.2M |
毛利率AEORKT
| Q4 25 | 40.5% | — | ||
| Q3 25 | 38.9% | — | ||
| Q2 25 | 29.6% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 40.9% | 58.9% | ||
| Q3 24 | 38.6% | -8.4% | ||
| Q2 24 | 40.6% | 47.4% | ||
| Q1 24 | 36.6% | 51.2% |
营业利润率AEORKT
| Q4 25 | 8.3% | 6.3% | ||
| Q3 25 | 8.0% | -11.5% | ||
| Q2 25 | -7.8% | 1.8% | ||
| Q1 25 | — | -21.5% | ||
| Q4 24 | 8.2% | 38.1% | ||
| Q3 24 | 7.8% | -76.9% | ||
| Q2 24 | 6.8% | 14.8% | ||
| Q1 24 | 0.6% | 21.6% |
净利率AEORKT
| Q4 25 | 6.7% | 2.5% | ||
| Q3 25 | 6.0% | -7.7% | ||
| Q2 25 | -6.0% | -0.1% | ||
| Q1 25 | — | -1.0% | ||
| Q4 24 | 6.2% | 1.9% | ||
| Q3 24 | 6.0% | -3.4% | ||
| Q2 24 | 5.9% | 0.1% | ||
| Q1 24 | 0.4% | 1.2% |
每股收益（稀释后）AEORKT
| Q4 25 | $0.53 | $0.10 | ||
| Q3 25 | $0.45 | $-0.06 | ||
| Q2 25 | $-0.36 | $-0.01 | ||
| Q1 25 | — | $-0.08 | ||
| Q4 24 | $0.41 | $0.28 | ||
| Q3 24 | $0.39 | $-0.19 | ||
| Q2 24 | $0.34 | $0.01 | ||
| Q1 24 | $0.03 | $0.11 |
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 | $2.7B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.6B | $22.9B |
| 总资产 | $4.2B | $60.7B |
| 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AEORKT
| Q4 25 | $112.8M | $2.7B | ||
| Q3 25 | $126.8M | $5.8B | ||
| Q2 25 | $87.9M | $5.1B | ||
| Q1 25 | — | $1.4B | ||
| Q4 24 | $160.2M | $1.3B | ||
| Q3 24 | $191.8M | $1.2B | ||
| Q2 24 | $300.5M | $1.3B | ||
| Q1 24 | $454.1M | $861.4M |
总债务AEORKT
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $0 | — | ||
| Q3 24 | $0 | — | ||
| Q2 24 | $0 | — | ||
| Q1 24 | $0 | — |
股东权益AEORKT
| Q4 25 | $1.6B | $22.9B | ||
| Q3 25 | $1.5B | $8.9B | ||
| Q2 25 | $1.5B | $7.4B | ||
| Q1 25 | — | $8.6B | ||
| Q4 24 | $1.7B | $9.0B | ||
| Q3 24 | $1.7B | $8.4B | ||
| Q2 24 | $1.8B | $8.8B | ||
| Q1 24 | $1.7B | $8.6B |
总资产AEORKT
| Q4 25 | $4.2B | $60.7B | ||
| Q3 25 | $4.1B | $33.6B | ||
| Q2 25 | $3.8B | $30.4B | ||
| Q1 25 | — | $25.3B | ||
| Q4 24 | $3.7B | $24.5B | ||
| Q3 24 | $3.5B | $25.1B | ||
| Q2 24 | $3.6B | $23.6B | ||
| Q1 24 | $3.6B | $22.2B |
负债/权益比AEORKT
| 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 | $-1.2B |
| 自由现金流经营现金流 - 资本支出 | $-2.5M | $-1.3B |
| 自由现金流率自由现金流/营收 | -0.2% | -47.2% |
| 资本支出强度资本支出/营收 | 5.1% | 1.5% |
| 现金转化率经营现金流/净利润 | 0.74× | -18.08× |
| 过去12个月自由现金流最近4个季度 | $-169.8M | $-4.0B |
8季度趋势，按日历期对齐
经营现金流AEORKT
| Q4 25 | $67.1M | $-1.2B | ||
| Q3 25 | $27.8M | $-50.3M | ||
| Q2 25 | $-54.7M | $-1.9B | ||
| Q1 25 | — | $-797.0M | ||
| Q4 24 | $52.9M | $1.8B | ||
| Q3 24 | $78.3M | $-1.3B | ||
| Q2 24 | $-38.1M | $-122.3M | ||
| Q1 24 | $296.4M | $-3.0B |
自由现金流AEORKT
| Q4 25 | $-2.5M | $-1.3B | ||
| Q3 25 | $-43.1M | $-71.8M | ||
| Q2 25 | $-116.3M | $-1.9B | ||
| Q1 25 | — | $-811.0M | ||
| Q4 24 | $-7.8M | $1.8B | ||
| Q3 24 | $17.5M | $-1.4B | ||
| Q2 24 | $-74.3M | $-138.3M | ||
| Q1 24 | $256.8M | $-3.0B |
自由现金流率AEORKT
| Q4 25 | -0.2% | -47.2% | ||
| Q3 25 | -3.4% | -4.5% | ||
| Q2 25 | -10.7% | -137.2% | ||
| Q1 25 | — | -78.2% | ||
| Q4 24 | -0.6% | 103.1% | ||
| Q3 24 | 1.4% | -209.6% | ||
| Q2 24 | -6.5% | -10.6% | ||
| Q1 24 | 15.3% | -218.7% |
资本支出强度AEORKT
| Q4 25 | 5.1% | 1.5% | ||
| Q3 25 | 5.5% | 1.3% | ||
| Q2 25 | 5.7% | 1.1% | ||
| Q1 25 | — | 1.4% | ||
| Q4 24 | 4.7% | 1.1% | ||
| Q3 24 | 4.7% | 2.9% | ||
| Q2 24 | 3.2% | 1.2% | ||
| Q1 24 | 2.4% | 1.0% |
现金转化率AEORKT
| Q4 25 | 0.74× | -18.08× | ||
| Q3 25 | 0.36× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.66× | 54.42× | ||
| Q3 24 | 1.01× | — | ||
| Q2 24 | -0.56× | -94.46× | ||
| Q1 24 | 46.93× | -185.80× |
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% |
RKT
| Other | $1.4B | 51% |
| Direct To Customer Segment | $945.8M | 35% |
| Partner Network Segment | $216.7M | 8% |
| Subscription Revenue | $91.3M | 3% |
| Closing Fees | $47.1M | 2% |
| Appraisal Revenue | $10.7M | 0% |
