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Alight, Inc.（ALIT）与Stitch Fix, Inc.（SFIX）财务数据对比。点击上方公司名可切换其他公司
Alight, Inc.的季度营收约是Stitch Fix, Inc.的1.9倍（$653.0M vs $342.1M），Stitch Fix, Inc.净利率更高（-1.9% vs -142.7%，领先140.9%），Stitch Fix, Inc.同比增速更快（7.3% vs -4.0%），Alight, Inc.自由现金流更多（$99.0M vs $5.6M），过去两年Alight, Inc.的营收复合增速更高（8.1% vs 1.8%）
Alight公司是一家美国信息技术与咨询企业，专注于人力资源相关业务，主打基于云的系统服务、业务外包与咨询服务，为大型企业提供人力资本管理平台与外包方案，业务范围涵盖健康福利管理、财务管理以及退休规划等领域。
Stitch Fix是美国的在线个人造型服务平台，依托推荐算法与数据科学技术，根据顾客的身形尺寸、预算和风格偏好推送个性化服饰单品。该公司创立于2011年，2017年完成首次公开募股，目前总部位于旧金山。
ALIT vs SFIX — 直观对比
营收规模更大
ALIT
是对方的1.9倍
$342.1M
营收增速更快
SFIX
高出11.3%
-4.0%
净利率更高
SFIX
高出140.9%
-142.7%
自由现金流更多
ALIT
多$93.4M
$5.6M
两年增速更快
ALIT
近两年复合增速
1.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $653.0M | $342.1M |
| 净利润 | $-932.0M | $-6.4M |
| 毛利率 | 36.8% | 43.6% |
| 营业利润率 | -114.9% | -2.5% |
| 净利率 | -142.7% | -1.9% |
| 营收同比 | -4.0% | 7.3% |
| 净利润同比 | -11750.0% | -1.7% |
| 每股收益（稀释后） | $-1.77 | $-0.05 |
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ALITSFIX
| Q4 25 | $653.0M | $342.1M | ||
| Q3 25 | $533.0M | $311.2M | ||
| Q2 25 | $528.0M | $325.0M | ||
| Q1 25 | $548.0M | $312.1M | ||
| Q4 24 | $680.0M | $318.8M | ||
| Q3 24 | $555.0M | $319.6M | ||
| Q2 24 | $538.0M | $322.7M | ||
| Q1 24 | $559.0M | $330.4M |
净利润ALITSFIX
| Q4 25 | $-932.0M | $-6.4M | ||
| Q3 25 | $-1.1B | $-8.6M | ||
| Q2 25 | $-1.1B | $-7.4M | ||
| Q1 25 | $-25.0M | $-6.5M | ||
| Q4 24 | $8.0M | $-6.3M | ||
| Q3 24 | $-74.0M | $-36.5M | ||
| Q2 24 | $23.0M | $-21.3M | ||
| Q1 24 | $-114.0M | $-35.5M |
毛利率ALITSFIX
| Q4 25 | 36.8% | 43.6% | ||
| Q3 25 | 33.4% | 43.6% | ||
| Q2 25 | 33.3% | 44.2% | ||
| Q1 25 | 31.2% | 44.5% | ||
| Q4 24 | 39.9% | 45.4% | ||
| Q3 24 | 31.4% | 44.6% | ||
| Q2 24 | 31.0% | 45.5% | ||
| Q1 24 | 32.6% | 43.4% |
营业利润率ALITSFIX
| Q4 25 | -114.9% | -2.5% | ||
| Q3 25 | -248.0% | -3.6% | ||
| Q2 25 | -191.3% | -3.0% | ||
| Q1 25 | -1.5% | -2.9% | ||
| Q4 24 | 6.5% | -2.8% | ||
| Q3 24 | -7.6% | -13.1% | ||
| Q2 24 | -9.7% | -7.7% | ||
| Q1 24 | -7.2% | -11.5% |
净利率ALITSFIX
| Q4 25 | -142.7% | -1.9% | ||
| Q3 25 | -200.2% | -2.8% | ||
| Q2 25 | -203.2% | -2.3% | ||
| Q1 25 | -4.6% | -2.1% | ||
| Q4 24 | 1.2% | -2.0% | ||
| Q3 24 | -13.3% | -11.4% | ||
| Q2 24 | 4.3% | -6.6% | ||
| Q1 24 | -20.4% | -10.8% |
每股收益（稀释后）ALITSFIX
| Q4 25 | $-1.77 | $-0.05 | ||
| Q3 25 | $-2.02 | $-0.06 | ||
| Q2 25 | $-2.03 | $-0.06 | ||
| Q1 25 | $-0.05 | $-0.05 | ||
| Q4 24 | $0.02 | $-0.05 | ||
| Q3 24 | $-0.14 | $-0.29 | ||
| Q2 24 | $0.04 | $-0.18 | ||
| Q1 24 | $-0.21 | $-0.30 |
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 | $273.0M | $244.2M |
| 总债务越低越好 | $2.0B | — |
| 股东权益账面价值 | $1.0B | $204.1M |
| 总资产 | $4.6B | $530.7M |
| 负债/权益比越低杠杆越低 | 1.92× | — |
8季度趋势，按日历期对齐
现金及短期投资ALITSFIX
| Q4 25 | $273.0M | $244.2M | ||
| Q3 25 | $205.0M | $234.9M | ||
| Q2 25 | $227.0M | $234.2M | ||
| Q1 25 | $223.0M | $219.1M | ||
| Q4 24 | $343.0M | $253.3M | ||
| Q3 24 | $300.0M | $247.0M | ||
| Q2 24 | $183.0M | $244.5M | ||
| Q1 24 | $256.0M | $229.8M |
总债务ALITSFIX
| Q4 25 | $2.0B | — | ||
| Q3 25 | $2.0B | — | ||
| Q2 25 | $2.0B | — | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $2.0B | — | ||
| Q3 24 | $2.0B | — | ||
| Q2 24 | $2.8B | — | ||
| Q1 24 | $2.8B | — |
股东权益ALITSFIX
| Q4 25 | $1.0B | $204.1M | ||
| Q3 25 | $2.0B | $203.0M | ||
| Q2 25 | $3.1B | $200.4M | ||
| Q1 25 | $4.2B | $197.8M | ||
| Q4 24 | $4.3B | $190.5M | ||
| Q3 24 | $4.3B | $187.0M | ||
| Q2 24 | $4.5B | $208.9M | ||
| Q1 24 | $4.5B | $213.3M |
总资产ALITSFIX
| Q4 25 | $4.6B | $530.7M | ||
| Q3 25 | $5.5B | $480.6M | ||
| Q2 25 | $6.8B | $484.7M | ||
| Q1 25 | $7.9B | $472.6M | ||
| Q4 24 | $8.2B | $507.1M | ||
| Q3 24 | $8.3B | $486.9M | ||
| Q2 24 | $10.5B | $537.0M | ||
| Q1 24 | $10.7B | $538.3M |
负债/权益比ALITSFIX
| Q4 25 | 1.92× | — | ||
| Q3 25 | 1.00× | — | ||
| Q2 25 | 0.65× | — | ||
| Q1 25 | 0.48× | — | ||
| Q4 24 | 0.47× | — | ||
| Q3 24 | 0.47× | — | ||
| Q2 24 | 0.62× | — | ||
| Q1 24 | 0.62× | — |
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 | $124.0M | $10.9M |
| 自由现金流经营现金流 - 资本支出 | $99.0M | $5.6M |
| 自由现金流率自由现金流/营收 | 15.2% | 1.6% |
| 资本支出强度资本支出/营收 | 3.8% | 1.6% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $250.0M | $4.9M |
8季度趋势，按日历期对齐
经营现金流ALITSFIX
| Q4 25 | $124.0M | $10.9M | ||
| Q3 25 | $77.0M | $7.0M | ||
| Q2 25 | $86.0M | $20.5M | ||
| Q1 25 | $73.0M | $-16.2M | ||
| Q4 24 | $118.0M | $14.3M | ||
| Q3 24 | $-24.0M | $8.2M | ||
| Q2 24 | $58.0M | $21.7M | ||
| Q1 24 | $100.0M | $-22.3M |
自由现金流ALITSFIX
| Q4 25 | $99.0M | $5.6M | ||
| Q3 25 | $49.0M | $2.8M | ||
| Q2 25 | $58.0M | $16.0M | ||
| Q1 25 | $44.0M | $-19.4M | ||
| Q4 24 | $92.0M | $9.9M | ||
| Q3 24 | $-52.0M | $4.5M | ||
| Q2 24 | $22.0M | $18.9M | ||
| Q1 24 | $69.0M | $-26.1M |
自由现金流率ALITSFIX
| Q4 25 | 15.2% | 1.6% | ||
| Q3 25 | 9.2% | 0.9% | ||
| Q2 25 | 11.0% | 4.9% | ||
| Q1 25 | 8.0% | -6.2% | ||
| Q4 24 | 13.5% | 3.1% | ||
| Q3 24 | -9.4% | 1.4% | ||
| Q2 24 | 4.1% | 5.9% | ||
| Q1 24 | 12.3% | -7.9% |
资本支出强度ALITSFIX
| Q4 25 | 3.8% | 1.6% | ||
| Q3 25 | 5.3% | 1.4% | ||
| Q2 25 | 5.3% | 1.4% | ||
| Q1 25 | 5.3% | 1.0% | ||
| Q4 24 | 3.8% | 1.4% | ||
| Q3 24 | 5.0% | 1.2% | ||
| Q2 24 | 6.7% | 0.9% | ||
| Q1 24 | 5.5% | 1.1% |
现金转化率ALITSFIX
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 14.75× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 2.52× | — | ||
| Q1 24 | — | — |
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
ALIT
| Recurring | $607.0M | 93% |
| Projects | $46.0M | 7% |
SFIX
暂无分部数据
