vs
美国鹰（AEO）与捷迈邦美（ZBH）财务数据对比。点击上方公司名可切换其他公司
捷迈邦美的季度营收约是美国鹰的1.5倍（$2.1B vs $1.4B），捷迈邦美净利率更高（11.4% vs 6.7%，领先4.7%），捷迈邦美同比增速更快（9.3% vs 5.7%），捷迈邦美自由现金流更多（$245.9M vs $-2.5M），过去两年捷迈邦美的营收复合增速更高（3.7% 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。
捷迈邦美是一家美国上市的医疗设备企业，1927年成立，最初以生产铝制夹板为核心业务，总部设于印第安纳州华沙市，是当地医疗设备产业集群的核心成员，在全球骨科医疗器械领域拥有较高知名度。
AEO vs ZBH — 直观对比
营收规模更大
ZBH
是对方的1.5倍
$1.4B
营收增速更快
ZBH
高出3.6%
5.7%
净利率更高
ZBH
高出4.7%
6.7%
自由现金流更多
ZBH
多$248.4M
$-2.5M
两年增速更快
ZBH
近两年复合增速
2.3%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $2.1B |
| 净利润 | $91.3M | $238.3M |
| 毛利率 | 40.5% | 64.6% |
| 营业利润率 | 8.3% | 17.9% |
| 净利率 | 6.7% | 11.4% |
| 营收同比 | 5.7% | 9.3% |
| 净利润同比 | 14.2% | 30.5% |
| 每股收益（稀释后） | $0.53 | $1.22 |
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AEOZBH
| Q1 26 | — | $2.1B | ||
| Q4 25 | $1.4B | $2.2B | ||
| Q3 25 | $1.3B | $2.0B | ||
| Q2 25 | $1.1B | $2.1B | ||
| Q1 25 | — | $1.9B | ||
| Q4 24 | $1.3B | $2.0B | ||
| Q3 24 | $1.3B | $1.8B | ||
| Q2 24 | $1.1B | $1.9B |
净利润AEOZBH
| Q1 26 | — | $238.3M | ||
| Q4 25 | $91.3M | $139.4M | ||
| Q3 25 | $77.6M | $230.9M | ||
| Q2 25 | $-64.9M | $152.8M | ||
| Q1 25 | — | $182.0M | ||
| Q4 24 | $80.0M | $239.5M | ||
| Q3 24 | $77.3M | $249.1M | ||
| Q2 24 | $67.8M | $242.8M |
毛利率AEOZBH
| Q1 26 | — | 64.6% | ||
| Q4 25 | 40.5% | 64.7% | ||
| Q3 25 | 38.9% | 72.1% | ||
| Q2 25 | 29.6% | 71.5% | ||
| Q1 25 | — | 71.2% | ||
| Q4 24 | 40.9% | 71.0% | ||
| Q3 24 | 38.6% | 70.5% | ||
| Q2 24 | 40.6% | 71.5% |
营业利润率AEOZBH
| Q1 26 | — | 17.9% | ||
| Q4 25 | 8.3% | 6.9% | ||
| Q3 25 | 8.0% | 17.6% | ||
| Q2 25 | -7.8% | 14.4% | ||
| Q1 25 | — | 15.3% | ||
| Q4 24 | 8.2% | 19.2% | ||
| Q3 24 | 7.8% | 15.3% | ||
| Q2 24 | 6.8% | 18.1% |
净利率AEOZBH
| Q1 26 | — | 11.4% | ||
| Q4 25 | 6.7% | 6.2% | ||
| Q3 25 | 6.0% | 11.5% | ||
| Q2 25 | -6.0% | 7.4% | ||
| Q1 25 | — | 9.5% | ||
| Q4 24 | 6.2% | 11.8% | ||
| Q3 24 | 6.0% | 13.7% | ||
| Q2 24 | 5.9% | 12.5% |
每股收益（稀释后）AEOZBH
| Q1 26 | — | $1.22 | ||
| Q4 25 | $0.53 | $0.71 | ||
| Q3 25 | $0.45 | $1.16 | ||
| Q2 25 | $-0.36 | $0.77 | ||
| Q1 25 | — | $0.91 | ||
| Q4 24 | $0.41 | $1.18 | ||
| Q3 24 | $0.39 | $1.23 | ||
| Q2 24 | $0.34 | $1.18 |
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 | $424.2M |
| 总债务越低越好 | — | $7.5B |
| 股东权益账面价值 | $1.6B | $12.7B |
| 总资产 | $4.2B | $22.7B |
| 负债/权益比越低杠杆越低 | — | 0.59× |
8季度趋势，按日历期对齐
现金及短期投资AEOZBH
| Q1 26 | — | $424.2M | ||
| Q4 25 | $112.8M | $591.9M | ||
| Q3 25 | $126.8M | $1.3B | ||
| Q2 25 | $87.9M | $556.9M | ||
| Q1 25 | — | $1.4B | ||
| Q4 24 | $160.2M | $525.5M | ||
| Q3 24 | $191.8M | $569.0M | ||
| Q2 24 | $300.5M | $420.1M |
总债务AEOZBH
| Q1 26 | — | $7.5B | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $0 | — | ||
| Q3 24 | $0 | — | ||
| Q2 24 | $0 | — |
股东权益AEOZBH
| Q1 26 | — | $12.7B | ||
| Q4 25 | $1.6B | $12.7B | ||
| Q3 25 | $1.5B | $12.8B | ||
| Q2 25 | $1.5B | $12.5B | ||
| Q1 25 | — | $12.4B | ||
| Q4 24 | $1.7B | $12.5B | ||
| Q3 24 | $1.7B | $12.4B | ||
| Q2 24 | $1.8B | $12.7B |
总资产AEOZBH
| Q1 26 | — | $22.7B | ||
| Q4 25 | $4.2B | $23.1B | ||
| Q3 25 | $4.1B | $23.5B | ||
| Q2 25 | $3.8B | $22.9B | ||
| Q1 25 | — | $22.2B | ||
| Q4 24 | $3.7B | $21.4B | ||
| Q3 24 | $3.5B | $21.7B | ||
| Q2 24 | $3.6B | $21.5B |
负债/权益比AEOZBH
| Q1 26 | — | 0.59× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.00× | — | ||
| Q3 24 | 0.00× | — | ||
| Q2 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 | $359.4M |
| 自由现金流经营现金流 - 资本支出 | $-2.5M | $245.9M |
| 自由现金流率自由现金流/营收 | -0.2% | 11.8% |
| 资本支出强度资本支出/营收 | 5.1% | — |
| 现金转化率经营现金流/净利润 | 0.74× | 1.51× |
| 过去12个月自由现金流最近4个季度 | $-169.8M | $1.4B |
8季度趋势，按日历期对齐
经营现金流AEOZBH
| Q1 26 | — | $359.4M | ||
| Q4 25 | $67.1M | $517.4M | ||
| Q3 25 | $27.8M | $418.7M | ||
| Q2 25 | $-54.7M | $378.2M | ||
| Q1 25 | — | $382.8M | ||
| Q4 24 | $52.9M | $506.3M | ||
| Q3 24 | $78.3M | $395.7M | ||
| Q2 24 | $-38.1M | $369.4M |
自由现金流AEOZBH
| Q1 26 | — | $245.9M | ||
| Q4 25 | $-2.5M | $442.6M | ||
| Q3 25 | $-43.1M | $363.7M | ||
| Q2 25 | $-116.3M | $328.1M | ||
| Q1 25 | — | $338.2M | ||
| Q4 24 | $-7.8M | $454.8M | ||
| Q3 24 | $17.5M | $351.2M | ||
| Q2 24 | $-74.3M | $316.7M |
自由现金流率AEOZBH
| Q1 26 | — | 11.8% | ||
| Q4 25 | -0.2% | 19.7% | ||
| Q3 25 | -3.4% | 18.2% | ||
| Q2 25 | -10.7% | 15.8% | ||
| Q1 25 | — | 17.7% | ||
| Q4 24 | -0.6% | 22.5% | ||
| Q3 24 | 1.4% | 19.3% | ||
| Q2 24 | -6.5% | 16.3% |
资本支出强度AEOZBH
| Q1 26 | — | — | ||
| Q4 25 | 5.1% | 3.3% | ||
| Q3 25 | 5.5% | 2.7% | ||
| Q2 25 | 5.7% | 2.4% | ||
| Q1 25 | — | 2.3% | ||
| Q4 24 | 4.7% | 2.5% | ||
| Q3 24 | 4.7% | 2.4% | ||
| Q2 24 | 3.2% | 2.7% |
现金转化率AEOZBH
| Q1 26 | — | 1.51× | ||
| Q4 25 | 0.74× | 3.71× | ||
| Q3 25 | 0.36× | 1.81× | ||
| Q2 25 | — | 2.48× | ||
| Q1 25 | — | 2.10× | ||
| Q4 24 | 0.66× | 2.11× | ||
| Q3 24 | 1.01× | 1.59× | ||
| Q2 24 | -0.56× | 1.52× |
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% |
ZBH
暂无分部数据
