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美国鹰（AEO）与Rackspace Technology, Inc.（RXT）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Rackspace Technology, Inc.的2.0倍（$1.4B vs $682.8M），美国鹰净利率更高（6.7% vs -4.8%，领先11.5%），美国鹰同比增速更快（5.7% vs -0.4%），Rackspace Technology, Inc.自由现金流更多（$56.0M vs $-2.5M），过去两年美国鹰的营收复合增速更高（2.3% vs -0.6%）
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。
Rackspace Technology, Inc.是总部位于美国得克萨斯州圣安东尼奥的云计算企业，在弗吉尼亚州雷斯顿以及澳大利亚、加拿大、英国、印度、迪拜、瑞士、荷兰、德国、新加坡、墨西哥、中国香港等多个国家和地区设有办事处，数据中心分布于全球多个主要城市，为客户提供专业的云计算相关服务。
AEO vs RXT — 直观对比
营收规模更大
AEO
是对方的2.0倍
$682.8M
营收增速更快
AEO
高出6.1%
-0.4%
净利率更高
AEO
高出11.5%
-4.8%
自由现金流更多
RXT
多$58.5M
$-2.5M
两年增速更快
AEO
近两年复合增速
-0.6%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $682.8M |
| 净利润 | $91.3M | $-32.7M |
| 毛利率 | 40.5% | 17.6% |
| 营业利润率 | 8.3% | -0.5% |
| 净利率 | 6.7% | -4.8% |
| 营收同比 | 5.7% | -0.4% |
| 净利润同比 | 14.2% | 41.6% |
| 每股收益（稀释后） | $0.53 | $-0.13 |
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AEORXT
| Q4 25 | $1.4B | $682.8M | ||
| Q3 25 | $1.3B | $671.2M | ||
| Q2 25 | $1.1B | $666.3M | ||
| Q1 25 | — | $665.4M | ||
| Q4 24 | $1.3B | $685.6M | ||
| Q3 24 | $1.3B | $675.8M | ||
| Q2 24 | $1.1B | $684.9M | ||
| Q1 24 | $1.7B | $690.8M |
净利润AEORXT
| Q4 25 | $91.3M | $-32.7M | ||
| Q3 25 | $77.6M | $-67.1M | ||
| Q2 25 | $-64.9M | $-54.5M | ||
| Q1 25 | — | $-71.5M | ||
| Q4 24 | $80.0M | $-56.0M | ||
| Q3 24 | $77.3M | $-186.6M | ||
| Q2 24 | $67.8M | $25.0M | ||
| Q1 24 | $6.3M | $-640.6M |
毛利率AEORXT
| Q4 25 | 40.5% | 17.6% | ||
| Q3 25 | 38.9% | 19.4% | ||
| Q2 25 | 29.6% | 19.4% | ||
| Q1 25 | — | 19.1% | ||
| Q4 24 | 40.9% | 19.2% | ||
| Q3 24 | 38.6% | 20.3% | ||
| Q2 24 | 40.6% | 19.2% | ||
| Q1 24 | 36.6% | 19.2% |
营业利润率AEORXT
| Q4 25 | 8.3% | -0.5% | ||
| Q3 25 | 8.0% | -5.1% | ||
| Q2 25 | -7.8% | -3.8% | ||
| Q1 25 | — | -5.8% | ||
| Q4 24 | 8.2% | -4.2% | ||
| Q3 24 | 7.8% | -25.7% | ||
| Q2 24 | 6.8% | -7.9% | ||
| Q1 24 | 0.6% | -94.5% |
净利率AEORXT
| Q4 25 | 6.7% | -4.8% | ||
| Q3 25 | 6.0% | -10.0% | ||
| Q2 25 | -6.0% | -8.2% | ||
| Q1 25 | — | -10.7% | ||
| Q4 24 | 6.2% | -8.2% | ||
| Q3 24 | 6.0% | -27.6% | ||
| Q2 24 | 5.9% | 3.7% | ||
| Q1 24 | 0.4% | -92.7% |
每股收益（稀释后）AEORXT
| Q4 25 | $0.53 | $-0.13 | ||
| Q3 25 | $0.45 | $-0.28 | ||
| Q2 25 | $-0.36 | $-0.23 | ||
| Q1 25 | — | $-0.31 | ||
| Q4 24 | $0.41 | $-0.20 | ||
| Q3 24 | $0.39 | $-0.82 | ||
| Q2 24 | $0.34 | $0.11 | ||
| Q1 24 | $0.03 | $-2.91 |
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 | $105.8M |
| 总债务越低越好 | — | $2.7B |
| 股东权益账面价值 | $1.6B | $-1.2B |
| 总资产 | $4.2B | $2.8B |
| 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AEORXT
| Q4 25 | $112.8M | $105.8M | ||
| Q3 25 | $126.8M | $99.5M | ||
| Q2 25 | $87.9M | $103.9M | ||
| Q1 25 | — | $128.0M | ||
| Q4 24 | $160.2M | $144.0M | ||
| Q3 24 | $191.8M | $157.1M | ||
| Q2 24 | $300.5M | $190.2M | ||
| Q1 24 | $454.1M | $282.6M |
总债务AEORXT
| Q4 25 | — | $2.7B | ||
| Q3 25 | — | $2.8B | ||
| Q2 25 | — | $2.8B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | $0 | $2.8B | ||
| Q3 24 | $0 | $2.8B | ||
| Q2 24 | $0 | $2.9B | ||
| Q1 24 | $0 | $3.0B |
股东权益AEORXT
| Q4 25 | $1.6B | $-1.2B | ||
| Q3 25 | $1.5B | $-1.2B | ||
| Q2 25 | $1.5B | $-1.1B | ||
| Q1 25 | — | $-1.1B | ||
| Q4 24 | $1.7B | $-1.0B | ||
| Q3 24 | $1.7B | $-949.7M | ||
| Q2 24 | $1.8B | $-756.2M | ||
| Q1 24 | $1.7B | $-787.2M |
总资产AEORXT
| Q4 25 | $4.2B | $2.8B | ||
| Q3 25 | $4.1B | $2.8B | ||
| Q2 25 | $3.8B | $2.9B | ||
| Q1 25 | — | $3.0B | ||
| Q4 24 | $3.7B | $3.1B | ||
| Q3 24 | $3.5B | $3.1B | ||
| Q2 24 | $3.6B | $3.4B | ||
| Q1 24 | $3.6B | $3.5B |
负债/权益比AEORXT
| 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 | $59.7M |
| 自由现金流经营现金流 - 资本支出 | $-2.5M | $56.0M |
| 自由现金流率自由现金流/营收 | -0.2% | 8.2% |
| 资本支出强度资本支出/营收 | 5.1% | 0.5% |
| 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 | $90.6M |
8季度趋势，按日历期对齐
经营现金流AEORXT
| Q4 25 | $67.1M | $59.7M | ||
| Q3 25 | $27.8M | $70.7M | ||
| Q2 25 | $-54.7M | $8.4M | ||
| Q1 25 | — | $12.6M | ||
| Q4 24 | $52.9M | $54.3M | ||
| Q3 24 | $78.3M | $51.8M | ||
| Q2 24 | $-38.1M | $24.1M | ||
| Q1 24 | $296.4M | $-90.3M |
自由现金流AEORXT
| Q4 25 | $-2.5M | $56.0M | ||
| Q3 25 | $-43.1M | $42.7M | ||
| Q2 25 | $-116.3M | $-12.4M | ||
| Q1 25 | — | $4.3M | ||
| Q4 24 | $-7.8M | $34.4M | ||
| Q3 24 | $17.5M | $27.3M | ||
| Q2 24 | $-74.3M | $-14.5M | ||
| Q1 24 | $256.8M | $-118.4M |
自由现金流率AEORXT
| Q4 25 | -0.2% | 8.2% | ||
| Q3 25 | -3.4% | 6.4% | ||
| Q2 25 | -10.7% | -1.9% | ||
| Q1 25 | — | 0.6% | ||
| Q4 24 | -0.6% | 5.0% | ||
| Q3 24 | 1.4% | 4.0% | ||
| Q2 24 | -6.5% | -2.1% | ||
| Q1 24 | 15.3% | -17.1% |
资本支出强度AEORXT
| Q4 25 | 5.1% | 0.5% | ||
| Q3 25 | 5.5% | 4.2% | ||
| Q2 25 | 5.7% | 3.1% | ||
| Q1 25 | — | 1.2% | ||
| Q4 24 | 4.7% | 2.9% | ||
| Q3 24 | 4.7% | 3.6% | ||
| Q2 24 | 3.2% | 5.6% | ||
| Q1 24 | 2.4% | 4.1% |
现金转化率AEORXT
| Q4 25 | 0.74× | — | ||
| Q3 25 | 0.36× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.66× | — | ||
| Q3 24 | 1.01× | — | ||
| Q2 24 | -0.56× | 0.96× | ||
| 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% |
RXT
| Public Cloud Services Segment | $442.2M | 65% |
| Private Cloud Service Segment | $240.6M | 35% |
