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AMC Networks Inc.（AMCX）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
AMC Networks Inc.的季度营收约是Stitch Fix, Inc.的1.7倍（$594.8M vs $342.1M），Stitch Fix, Inc.净利率更高（-1.9% vs -9.3%，领先7.5%），Stitch Fix, Inc.同比增速更快（7.3% vs -0.8%），AMC Networks Inc.自由现金流更多（$40.4M vs $5.6M），过去两年Stitch Fix, Inc.的营收复合增速更高（1.8% vs -0.1%）
AMC网络公司是总部位于纽约市的美国独立大众传媒娱乐集团，旗下拥有AMC、BBC美国台、IFC、圣丹斯电视、We TV等多个有线频道，还经营纽约IFC中心艺术影院、独立电影公司、动漫版权发行商，以及AMC+、Acorn TV等多个付费订阅流媒体服务。
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。
AMCX vs SFIX — 直观对比
营收规模更大
AMCX
是对方的1.7倍
$342.1M
营收增速更快
SFIX
高出8.1%
-0.8%
净利率更高
SFIX
高出7.5%
-9.3%
自由现金流更多
AMCX
多$34.9M
$5.6M
两年增速更快
SFIX
近两年复合增速
-0.1%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $594.8M | $342.1M |
| 净利润 | $-55.5M | $-6.4M |
| 毛利率 | 49.7% | 43.6% |
| 营业利润率 | -8.6% | -2.5% |
| 净利率 | -9.3% | -1.9% |
| 营收同比 | -0.8% | 7.3% |
| 净利润同比 | 80.5% | -1.7% |
| 每股收益（稀释后） | $-0.97 | $-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AMCXSFIX
| Q4 25 | $594.8M | $342.1M | ||
| Q3 25 | $561.7M | $311.2M | ||
| Q2 25 | $600.0M | $325.0M | ||
| Q1 25 | $555.2M | $312.1M | ||
| Q4 24 | $599.3M | $318.8M | ||
| Q3 24 | $599.6M | $319.6M | ||
| Q2 24 | $625.9M | $322.7M | ||
| Q1 24 | $596.5M | $330.4M |
净利润AMCXSFIX
| Q4 25 | $-55.5M | $-6.4M | ||
| Q3 25 | $76.5M | $-8.6M | ||
| Q2 25 | $50.3M | $-7.4M | ||
| Q1 25 | $18.0M | $-6.5M | ||
| Q4 24 | $-284.5M | $-6.3M | ||
| Q3 24 | $41.4M | $-36.5M | ||
| Q2 24 | $-29.2M | $-21.3M | ||
| Q1 24 | $45.8M | $-35.5M |
毛利率AMCXSFIX
| Q4 25 | 49.7% | 43.6% | ||
| Q3 25 | 48.2% | 43.6% | ||
| Q2 25 | 52.7% | 44.2% | ||
| Q1 25 | 51.8% | 44.5% | ||
| Q4 24 | 51.2% | 45.4% | ||
| Q3 24 | 52.0% | 44.6% | ||
| Q2 24 | 55.2% | 45.5% | ||
| Q1 24 | 54.5% | 43.4% |
营业利润率AMCXSFIX
| Q4 25 | -8.6% | -2.5% | ||
| Q3 25 | 9.9% | -3.6% | ||
| Q2 25 | 10.7% | -3.0% | ||
| Q1 25 | 11.6% | -2.9% | ||
| Q4 24 | -42.4% | -2.8% | ||
| Q3 24 | 15.6% | -13.1% | ||
| Q2 24 | 1.7% | -7.7% | ||
| Q1 24 | 18.5% | -11.5% |
净利率AMCXSFIX
| Q4 25 | -9.3% | -1.9% | ||
| Q3 25 | 13.6% | -2.8% | ||
| Q2 25 | 8.4% | -2.3% | ||
| Q1 25 | 3.3% | -2.1% | ||
| Q4 24 | -47.5% | -2.0% | ||
| Q3 24 | 6.9% | -11.4% | ||
| Q2 24 | -4.7% | -6.6% | ||
| Q1 24 | 7.7% | -10.8% |
每股收益（稀释后）AMCXSFIX
| Q4 25 | $-0.97 | $-0.05 | ||
| Q3 25 | $1.38 | $-0.06 | ||
| Q2 25 | $0.91 | $-0.06 | ||
| Q1 25 | $0.34 | $-0.05 | ||
| Q4 24 | $-6.23 | $-0.05 | ||
| Q3 24 | $0.76 | $-0.29 | ||
| Q2 24 | $-0.66 | $-0.18 | ||
| Q1 24 | $1.03 | $-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 | $502.4M | $244.2M |
| 总债务越低越好 | $1.8B | — |
| 股东权益账面价值 | $981.9M | $204.1M |
| 总资产 | $3.9B | $530.7M |
| 负债/权益比越低杠杆越低 | 1.78× | — |
8季度趋势，按日历期对齐
现金及短期投资AMCXSFIX
| Q4 25 | $502.4M | $244.2M | ||
| Q3 25 | $716.8M | $234.9M | ||
| Q2 25 | $866.4M | $234.2M | ||
| Q1 25 | $870.2M | $219.1M | ||
| Q4 24 | $784.6M | $253.3M | ||
| Q3 24 | $816.4M | $247.0M | ||
| Q2 24 | $802.6M | $244.5M | ||
| Q1 24 | $690.5M | $229.8M |
总债务AMCXSFIX
| Q4 25 | $1.8B | — | ||
| Q3 25 | $1.9B | — | ||
| Q2 25 | $2.2B | — | ||
| Q1 25 | $2.3B | — | ||
| Q4 24 | $2.3B | — | ||
| Q3 24 | $2.3B | — | ||
| Q2 24 | $2.4B | — | ||
| Q1 24 | $2.3B | — |
股东权益AMCXSFIX
| Q4 25 | $981.9M | $204.1M | ||
| Q3 25 | $1.1B | $203.0M | ||
| Q2 25 | $971.7M | $200.4M | ||
| Q1 25 | $888.8M | $197.8M | ||
| Q4 24 | $855.6M | $190.5M | ||
| Q3 24 | $1.1B | $187.0M | ||
| Q2 24 | $1.1B | $208.9M | ||
| Q1 24 | $1.1B | $213.3M |
总资产AMCXSFIX
| Q4 25 | $3.9B | $530.7M | ||
| Q3 25 | $4.2B | $480.6M | ||
| Q2 25 | $4.4B | $484.7M | ||
| Q1 25 | $4.3B | $472.6M | ||
| Q4 24 | $4.4B | $507.1M | ||
| Q3 24 | $4.8B | $486.9M | ||
| Q2 24 | $4.9B | $537.0M | ||
| Q1 24 | $4.9B | $538.3M |
负债/权益比AMCXSFIX
| Q4 25 | 1.78× | — | ||
| Q3 25 | 1.82× | — | ||
| Q2 25 | 2.27× | — | ||
| Q1 25 | 2.62× | — | ||
| Q4 24 | 2.73× | — | ||
| Q3 24 | 2.10× | — | ||
| Q2 24 | 2.26× | — | ||
| Q1 24 | 2.17× | — |
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 | $49.2M | $10.9M |
| 自由现金流经营现金流 - 资本支出 | $40.4M | $5.6M |
| 自由现金流率自由现金流/营收 | 6.8% | 1.6% |
| 资本支出强度资本支出/营收 | 1.5% | 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 | $272.4M | $4.9M |
8季度趋势，按日历期对齐
经营现金流AMCXSFIX
| Q4 25 | $49.2M | $10.9M | ||
| Q3 25 | $44.8M | $7.0M | ||
| Q2 25 | $102.8M | $20.5M | ||
| Q1 25 | $108.8M | $-16.2M | ||
| Q4 24 | $58.1M | $14.3M | ||
| Q3 24 | $62.2M | $8.2M | ||
| Q2 24 | $104.4M | $21.7M | ||
| Q1 24 | $150.9M | $-22.3M |
自由现金流AMCXSFIX
| Q4 25 | $40.4M | $5.6M | ||
| Q3 25 | $42.0M | $2.8M | ||
| Q2 25 | $95.7M | $16.0M | ||
| Q1 25 | $94.2M | $-19.4M | ||
| Q4 24 | $37.6M | $9.9M | ||
| Q3 24 | $53.9M | $4.5M | ||
| Q2 24 | $95.2M | $18.9M | ||
| Q1 24 | $144.1M | $-26.1M |
自由现金流率AMCXSFIX
| Q4 25 | 6.8% | 1.6% | ||
| Q3 25 | 7.5% | 0.9% | ||
| Q2 25 | 16.0% | 4.9% | ||
| Q1 25 | 17.0% | -6.2% | ||
| Q4 24 | 6.3% | 3.1% | ||
| Q3 24 | 9.0% | 1.4% | ||
| Q2 24 | 15.2% | 5.9% | ||
| Q1 24 | 24.2% | -7.9% |
资本支出强度AMCXSFIX
| Q4 25 | 1.5% | 1.6% | ||
| Q3 25 | 0.5% | 1.4% | ||
| Q2 25 | 1.2% | 1.4% | ||
| Q1 25 | 2.6% | 1.0% | ||
| Q4 24 | 3.4% | 1.4% | ||
| Q3 24 | 1.4% | 1.2% | ||
| Q2 24 | 1.5% | 0.9% | ||
| Q1 24 | 1.1% | 1.1% |
现金转化率AMCXSFIX
| Q4 25 | — | — | ||
| Q3 25 | 0.59× | — | ||
| Q2 25 | 2.04× | — | ||
| Q1 25 | 6.03× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.50× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 3.29× | — |
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
AMCX
| Subscription And Circulation | $314.8M | 53% |
| Advertising | $124.9M | 21% |
| Other | $79.1M | 13% |
| License | $74.8M | 13% |
| Related Party | $1.2M | 0% |
SFIX
暂无分部数据
