vs
美国鹰（AEO）与Veralto（VLTO）财务数据对比。点击上方公司名可切换其他公司
Veralto的季度营收约是美国鹰的1.0倍（$1.4B vs $1.4B），Veralto净利率更高（17.9% vs 6.7%，领先11.2%），Veralto同比增速更快（6.8% vs 5.7%），Veralto自由现金流更多（$170.0M vs $-2.5M），过去两年Veralto的营收复合增速更高（6.8% 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。
Veralto是总部位于美国马萨诸塞州沃尔瑟姆的科技企业，核心业务覆盖水分析、水处理、标识喷码、包装及色彩管理相关产品的研发与生产，面向全球多领域客户提供适配的技术产品及配套服务。
AEO vs VLTO — 直观对比
营收规模更大
VLTO
是对方的1.0倍
$1.4B
营收增速更快
VLTO
高出1.0%
5.7%
净利率更高
VLTO
高出11.2%
6.7%
自由现金流更多
VLTO
多$172.5M
$-2.5M
两年增速更快
VLTO
近两年复合增速
2.3%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $1.4B |
| 净利润 | $91.3M | $254.0M |
| 毛利率 | 40.5% | 60.1% |
| 营业利润率 | 8.3% | 23.8% |
| 净利率 | 6.7% | 17.9% |
| 营收同比 | 5.7% | 6.8% |
| 净利润同比 | 14.2% | 12.9% |
| 每股收益（稀释后） | $0.53 | $1.02 |
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AEOVLTO
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.4B | $1.4B | ||
| Q3 25 | $1.3B | $1.4B | ||
| Q2 25 | $1.1B | $1.3B | ||
| Q4 24 | $1.3B | $1.3B | ||
| Q3 24 | $1.3B | $1.3B | ||
| Q2 24 | $1.1B | $1.3B | ||
| Q1 24 | $1.7B | $1.2B |
净利润AEOVLTO
| Q1 26 | — | $254.0M | ||
| Q4 25 | $91.3M | $239.0M | ||
| Q3 25 | $77.6M | $222.0M | ||
| Q2 25 | $-64.9M | $225.0M | ||
| Q4 24 | $80.0M | $227.0M | ||
| Q3 24 | $77.3M | $219.0M | ||
| Q2 24 | $67.8M | $203.0M | ||
| Q1 24 | $6.3M | $184.0M |
毛利率AEOVLTO
| Q1 26 | — | 60.1% | ||
| Q4 25 | 40.5% | 60.1% | ||
| Q3 25 | 38.9% | 60.0% | ||
| Q2 25 | 29.6% | 60.4% | ||
| Q4 24 | 40.9% | 59.6% | ||
| Q3 24 | 38.6% | 59.6% | ||
| Q2 24 | 40.6% | 60.1% | ||
| Q1 24 | 36.6% | 60.0% |
营业利润率AEOVLTO
| Q1 26 | — | 23.8% | ||
| Q4 25 | 8.3% | 23.2% | ||
| Q3 25 | 8.0% | 22.8% | ||
| Q2 25 | -7.8% | 24.2% | ||
| Q4 24 | 8.2% | 22.9% | ||
| Q3 24 | 7.8% | 23.4% | ||
| Q2 24 | 6.8% | 23.2% | ||
| Q1 24 | 0.6% | 23.5% |
净利率AEOVLTO
| Q1 26 | — | 17.9% | ||
| Q4 25 | 6.7% | 17.0% | ||
| Q3 25 | 6.0% | 16.2% | ||
| Q2 25 | -6.0% | 16.9% | ||
| Q4 24 | 6.2% | 16.9% | ||
| Q3 24 | 6.0% | 16.7% | ||
| Q2 24 | 5.9% | 15.8% | ||
| Q1 24 | 0.4% | 14.8% |
每股收益（稀释后）AEOVLTO
| Q1 26 | — | $1.02 | ||
| Q4 25 | $0.53 | $0.95 | ||
| Q3 25 | $0.45 | $0.89 | ||
| Q2 25 | $-0.36 | $0.90 | ||
| Q4 24 | $0.41 | $0.91 | ||
| Q3 24 | $0.39 | $0.88 | ||
| Q2 24 | $0.34 | $0.81 | ||
| Q1 24 | $0.03 | $0.74 |
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 | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.6B | — |
| 总资产 | $4.2B | — |
| 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AEOVLTO
| Q1 26 | — | — | ||
| Q4 25 | $112.8M | $1.8B | ||
| Q3 25 | $126.8M | $1.6B | ||
| Q2 25 | $87.9M | $1.2B | ||
| Q4 24 | $160.2M | $1.1B | ||
| Q3 24 | $191.8M | $1.3B | ||
| Q2 24 | $300.5M | $1.0B | ||
| Q1 24 | $454.1M | $827.0M |
总债务AEOVLTO
| Q1 26 | — | — | ||
| Q4 25 | — | $2.7B | ||
| Q3 25 | — | $2.7B | ||
| Q2 25 | — | $2.6B | ||
| Q4 24 | $0 | $2.6B | ||
| Q3 24 | $0 | $2.6B | ||
| Q2 24 | $0 | $2.6B | ||
| Q1 24 | $0 | $2.6B |
股东权益AEOVLTO
| Q1 26 | — | — | ||
| Q4 25 | $1.6B | $2.8B | ||
| Q3 25 | $1.5B | $2.7B | ||
| Q2 25 | $1.5B | $2.3B | ||
| Q4 24 | $1.7B | $2.0B | ||
| Q3 24 | $1.7B | $2.0B | ||
| Q2 24 | $1.8B | $1.7B | ||
| Q1 24 | $1.7B | $1.5B |
总资产AEOVLTO
| Q1 26 | — | — | ||
| Q4 25 | $4.2B | $7.4B | ||
| Q3 25 | $4.1B | $7.2B | ||
| Q2 25 | $3.8B | $6.6B | ||
| Q4 24 | $3.7B | $6.4B | ||
| Q3 24 | $3.5B | $6.3B | ||
| Q2 24 | $3.6B | $5.9B | ||
| Q1 24 | $3.6B | $5.7B |
负债/权益比AEOVLTO
| Q1 26 | — | — | ||
| Q4 25 | — | 0.94× | ||
| Q3 25 | — | 1.01× | ||
| Q2 25 | — | 1.14× | ||
| Q4 24 | 0.00× | 1.28× | ||
| Q3 24 | 0.00× | 1.35× | ||
| Q2 24 | 0.00× | 1.57× | ||
| Q1 24 | 0.00× | 1.77× |
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 | $182.0M |
| 自由现金流经营现金流 - 资本支出 | $-2.5M | $170.0M |
| 自由现金流率自由现金流/营收 | -0.2% | 12.0% |
| 资本支出强度资本支出/营收 | 5.1% | 0.8% |
| 现金转化率经营现金流/净利润 | 0.74× | 0.72× |
| 过去12个月自由现金流最近4个季度 | $-169.8M | $893.0M |
8季度趋势，按日历期对齐
经营现金流AEOVLTO
| Q1 26 | — | $182.0M | ||
| Q4 25 | $67.1M | $270.0M | ||
| Q3 25 | $27.8M | $339.0M | ||
| Q2 25 | $-54.7M | $157.0M | ||
| Q4 24 | $52.9M | $285.0M | ||
| Q3 24 | $78.3M | $224.0M | ||
| Q2 24 | $-38.1M | $251.0M | ||
| Q1 24 | $296.4M | $115.0M |
自由现金流AEOVLTO
| Q1 26 | — | $170.0M | ||
| Q4 25 | $-2.5M | $258.0M | ||
| Q3 25 | $-43.1M | $323.0M | ||
| Q2 25 | $-116.3M | $142.0M | ||
| Q4 24 | $-7.8M | $263.0M | ||
| Q3 24 | $17.5M | $215.0M | ||
| Q2 24 | $-74.3M | $240.0M | ||
| Q1 24 | $256.8M | $102.0M |
自由现金流率AEOVLTO
| Q1 26 | — | 12.0% | ||
| Q4 25 | -0.2% | 18.4% | ||
| Q3 25 | -3.4% | 23.6% | ||
| Q2 25 | -10.7% | 10.7% | ||
| Q4 24 | -0.6% | 19.6% | ||
| Q3 24 | 1.4% | 16.4% | ||
| Q2 24 | -6.5% | 18.6% | ||
| Q1 24 | 15.3% | 8.2% |
资本支出强度AEOVLTO
| Q1 26 | — | 0.8% | ||
| Q4 25 | 5.1% | 0.9% | ||
| Q3 25 | 5.5% | 1.2% | ||
| Q2 25 | 5.7% | 1.1% | ||
| Q4 24 | 4.7% | 1.6% | ||
| Q3 24 | 4.7% | 0.7% | ||
| Q2 24 | 3.2% | 0.9% | ||
| Q1 24 | 2.4% | 1.0% |
现金转化率AEOVLTO
| Q1 26 | — | 0.72× | ||
| Q4 25 | 0.74× | 1.13× | ||
| Q3 25 | 0.36× | 1.53× | ||
| Q2 25 | — | 0.70× | ||
| Q4 24 | 0.66× | 1.26× | ||
| Q3 24 | 1.01× | 1.02× | ||
| Q2 24 | -0.56× | 1.24× | ||
| Q1 24 | 46.93× | 0.63× |
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% |
VLTO
暂无分部数据
