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美国鹰（AEO）与URBAN OUTFITTERS INC（URBN）财务数据对比。点击上方公司名可切换其他公司
URBAN OUTFITTERS INC的季度营收约是美国鹰的1.1倍（$1.5B vs $1.4B）。URBAN OUTFITTERS INC净利率更高（7.6% vs 6.7%，领先0.9%）。URBAN OUTFITTERS INC同比增速更快（12.3% vs 5.7%）。美国鹰自由现金流更多（$-2.5M vs $-22.8M）。过去两年美国鹰的营收复合增速更高（2.8% vs 1.4%）
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。
URBN是总部位于美国宾夕法尼亚州费城的跨国生活方式零售企业，旗下Urban Outfitters品牌面向年轻消费群体，产品涵盖男女时装、鞋履、美妆个护、配饰、运动服饰装备、家居用品及音乐周边等，业务覆盖美国、英国、加拿大、部分西欧国家、波兰、阿联酋、科威特、卡塔尔等市场。
AEO vs URBN — 直观对比
营收规模更大
URBN
是对方的1.1倍
$1.4B
营收增速更快
URBN
高出6.6%
5.7%
净利率更高
URBN
高出0.9%
6.7%
自由现金流更多
AEO
多$20.2M
$-22.8M
两年增速更快
AEO
近两年复合增速
1.4%
损益表 — Q3 2026 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $1.5B |
| 净利润 | $91.3M | $116.4M |
| 毛利率 | 40.5% | 36.8% |
| 营业利润率 | 8.3% | 9.4% |
| 净利率 | 6.7% | 7.6% |
| 营收同比 | 5.7% | 12.3% |
| 净利润同比 | 14.2% | 13.1% |
| 每股收益（稀释后） | $0.53 | $1.28 |
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AEOURBN
| Q4 25 | $1.4B | $1.5B | ||
| Q3 25 | $1.3B | $1.5B | ||
| Q2 25 | $1.1B | $1.3B | ||
| Q1 25 | — | $1.6B | ||
| Q4 24 | $1.3B | $1.4B | ||
| Q3 24 | $1.3B | $1.4B | ||
| Q2 24 | $1.1B | $1.2B | ||
| Q1 24 | $1.7B | $1.5B |
净利润AEOURBN
| Q4 25 | $91.3M | $116.4M | ||
| Q3 25 | $77.6M | $143.9M | ||
| Q2 25 | $-64.9M | $108.3M | ||
| Q1 25 | — | $120.3M | ||
| Q4 24 | $80.0M | $102.9M | ||
| Q3 24 | $77.3M | $117.5M | ||
| Q2 24 | $67.8M | $61.8M | ||
| Q1 24 | $6.3M | $47.8M |
毛利率AEOURBN
| Q4 25 | 40.5% | 36.8% | ||
| Q3 25 | 38.9% | 37.6% | ||
| Q2 25 | 29.6% | 36.8% | ||
| Q1 25 | — | 32.3% | ||
| Q4 24 | 40.9% | 36.5% | ||
| Q3 24 | 38.6% | 36.5% | ||
| Q2 24 | 40.6% | 34.0% | ||
| Q1 24 | 36.6% | 29.2% |
营业利润率AEOURBN
| Q4 25 | 8.3% | 9.4% | ||
| Q3 25 | 8.0% | 11.6% | ||
| Q2 25 | -7.8% | 9.6% | ||
| Q1 25 | — | 7.7% | ||
| Q4 24 | 8.2% | 9.4% | ||
| Q3 24 | 7.8% | 10.7% | ||
| Q2 24 | 6.8% | 6.2% | ||
| Q1 24 | 0.6% | 3.9% |
净利率AEOURBN
| Q4 25 | 6.7% | 7.6% | ||
| Q3 25 | 6.0% | 9.6% | ||
| Q2 25 | -6.0% | 8.1% | ||
| Q1 25 | — | 7.4% | ||
| Q4 24 | 6.2% | 7.6% | ||
| Q3 24 | 6.0% | 8.7% | ||
| Q2 24 | 5.9% | 5.1% | ||
| Q1 24 | 0.4% | 3.2% |
每股收益（稀释后）AEOURBN
| Q4 25 | $0.53 | $1.28 | ||
| Q3 25 | $0.45 | $1.58 | ||
| Q2 25 | $-0.36 | $1.16 | ||
| Q1 25 | — | $1.27 | ||
| Q4 24 | $0.41 | $1.10 | ||
| Q3 24 | $0.39 | $1.24 | ||
| Q2 24 | $0.34 | $0.65 | ||
| Q1 24 | $0.03 | $0.51 |
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 | $306.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.6B | $2.7B |
| 总资产 | $4.2B | $4.9B |
| 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AEOURBN
| Q4 25 | $112.8M | $306.6M | ||
| Q3 25 | $126.8M | $332.2M | ||
| Q2 25 | $87.9M | $189.4M | ||
| Q1 25 | — | $290.5M | ||
| Q4 24 | $160.2M | $182.5M | ||
| Q3 24 | $191.8M | $209.1M | ||
| Q2 24 | $300.5M | $174.0M | ||
| Q1 24 | $454.1M | $178.3M |
总债务AEOURBN
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $0 | — | ||
| Q3 24 | $0 | — | ||
| Q2 24 | $0 | — | ||
| Q1 24 | $0 | — |
股东权益AEOURBN
| Q4 25 | $1.6B | $2.7B | ||
| Q3 25 | $1.5B | $2.6B | ||
| Q2 25 | $1.5B | $2.4B | ||
| Q1 25 | — | $2.5B | ||
| Q4 24 | $1.7B | $2.4B | ||
| Q3 24 | $1.7B | $2.2B | ||
| Q2 24 | $1.8B | $2.2B | ||
| Q1 24 | $1.7B | $2.1B |
总资产AEOURBN
| Q4 25 | $4.2B | $4.9B | ||
| Q3 25 | $4.1B | $4.7B | ||
| Q2 25 | $3.8B | $4.5B | ||
| Q1 25 | — | $4.5B | ||
| Q4 24 | $3.7B | $4.5B | ||
| Q3 24 | $3.5B | $4.3B | ||
| Q2 24 | $3.6B | $4.2B | ||
| Q1 24 | $3.6B | $4.1B |
负债/权益比AEOURBN
| 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 | $61.1M |
| 自由现金流经营现金流 - 资本支出 | $-2.5M | $-22.8M |
| 自由现金流率自由现金流/营收 | -0.2% | -1.5% |
| 资本支出强度资本支出/营收 | 5.1% | 5.5% |
| 现金转化率经营现金流/净利润 | 0.74× | 0.53× |
| 过去12个月自由现金流最近4个季度 | $-169.8M | $402.7M |
8季度趋势，按日历期对齐
经营现金流AEOURBN
| Q4 25 | $67.1M | $61.1M | ||
| Q3 25 | $27.8M | $218.0M | ||
| Q2 25 | $-54.7M | $33.0M | ||
| Q1 25 | — | $320.5M | ||
| Q4 24 | — | $18.5M | ||
| Q3 24 | $78.3M | $105.3M | ||
| Q2 24 | $-38.1M | $58.6M | ||
| Q1 24 | $296.4M | $229.2M |
自由现金流AEOURBN
| Q4 25 | $-2.5M | $-22.8M | ||
| Q3 25 | $-43.1M | $156.6M | ||
| Q2 25 | $-116.3M | $-13.1M | ||
| Q1 25 | — | $281.9M | ||
| Q4 24 | — | $-26.6M | ||
| Q3 24 | $17.5M | $47.5M | ||
| Q2 24 | $-74.3M | $17.5M | ||
| Q1 24 | $256.8M | $180.6M |
自由现金流率AEOURBN
| Q4 25 | -0.2% | -1.5% | ||
| Q3 25 | -3.4% | 10.4% | ||
| Q2 25 | -10.7% | -1.0% | ||
| Q1 25 | — | 17.2% | ||
| Q4 24 | — | -2.0% | ||
| Q3 24 | 1.4% | 3.5% | ||
| Q2 24 | -6.5% | 1.5% | ||
| Q1 24 | 15.3% | 12.2% |
资本支出强度AEOURBN
| Q4 25 | 5.1% | 5.5% | ||
| Q3 25 | 5.5% | 4.1% | ||
| Q2 25 | 5.7% | 3.5% | ||
| Q1 25 | — | 2.4% | ||
| Q4 24 | — | 3.3% | ||
| Q3 24 | 4.7% | 4.3% | ||
| Q2 24 | 3.2% | 3.4% | ||
| Q1 24 | 2.4% | 3.3% |
现金转化率AEOURBN
| Q4 25 | 0.74× | 0.53× | ||
| Q3 25 | 0.36× | 1.52× | ||
| Q2 25 | — | 0.30× | ||
| Q1 25 | — | 2.66× | ||
| Q4 24 | — | 0.18× | ||
| Q3 24 | 1.01× | 0.90× | ||
| Q2 24 | -0.56× | 0.95× | ||
| Q1 24 | 46.93× | 4.80× |
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% |
URBN
| Apparel | $861.4M | 56% |
| Home | $187.0M | 12% |
| Accessories | $182.6M | 12% |
| Subscription Operations | $144.6M | 9% |
| Wholesale Operations | $88.3M | 6% |
| Other | $65.3M | 4% |
