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亚马逊（AMZN）与GENESCO INC（GCO）财务数据对比。点击上方公司名可切换其他公司
亚马逊的季度营收约是GENESCO INC的346.3倍（$213.4B vs $616.2M）。亚马逊净利率更高（9.9% vs 0.9%，领先9.1%）。亚马逊同比增速更快（13.6% vs 3.3%）。亚马逊自由现金流更多（$14.9B vs $-31.5M）。过去两年亚马逊的营收复合增速更高（22.0% vs -8.7%）
亚马逊是全球知名的综合电商与科技企业，业务覆盖北美及全球多个地区，设有北美零售、国际零售、亚马逊云科技（AWS）三大业务板块。除运营线上线下零售渠道、提供消费商品售卖与订阅服务外，也为第三方卖家提供销售平台，还自主研发销售Kindle、Fire平板等电子设备。
Genesco Inc是总部位于美国田纳西州纳什维尔的上市企业，核心业务为品牌鞋履及配饰零售，同时开展品牌与授权鞋履的批发业务。该公司起源于1924年成立的贾曼鞋业公司，最初为鞋履制造商，1933年更名为通用鞋业，1939年完成上市，目前名称为原企业名的首字母缩写。
AMZN vs GCO — 直观对比
营收规模更大
AMZN
是对方的346.3倍
$616.2M
营收增速更快
AMZN
高出10.3%
3.3%
净利率更高
AMZN
高出9.1%
0.9%
自由现金流更多
AMZN
多$15.0B
$-31.5M
两年增速更快
AMZN
近两年复合增速
-8.7%
损益表 — Q4 2025 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $213.4B | $616.2M |
| 净利润 | $21.2B | $5.4M |
| 毛利率 | 48.5% | 46.8% |
| 营业利润率 | 11.7% | 1.4% |
| 净利率 | 9.9% | 0.9% |
| 营收同比 | 13.6% | 3.3% |
| 净利润同比 | 5.9% | 128.3% |
| 每股收益（稀释后） | $1.95 | $0.50 |
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AMZNGCO
| Q4 25 | $213.4B | $616.2M | ||
| Q3 25 | $180.2B | $546.0M | ||
| Q2 25 | $167.7B | $474.0M | ||
| Q1 25 | $155.7B | $745.9M | ||
| Q4 24 | $187.8B | $596.3M | ||
| Q3 24 | $158.9B | $525.2M | ||
| Q2 24 | $148.0B | $457.6M | ||
| Q1 24 | $143.3B | $739.0M |
净利润AMZNGCO
| Q4 25 | $21.2B | $5.4M | ||
| Q3 25 | $21.2B | $-18.5M | ||
| Q2 25 | $18.2B | $-21.2M | ||
| Q1 25 | $17.1B | $34.4M | ||
| Q4 24 | $20.0B | $-18.9M | ||
| Q3 24 | $15.3B | $-10.0M | ||
| Q2 24 | $13.5B | $-24.3M | ||
| Q1 24 | $10.4B | $27.2M |
毛利率AMZNGCO
| Q4 25 | 48.5% | 46.8% | ||
| Q3 25 | 50.8% | 45.8% | ||
| Q2 25 | 51.8% | 46.7% | ||
| Q1 25 | 50.6% | 46.9% | ||
| Q4 24 | 47.3% | 47.8% | ||
| Q3 24 | 49.0% | 46.8% | ||
| Q2 24 | 50.1% | 47.3% | ||
| Q1 24 | 49.3% | 46.3% |
营业利润率AMZNGCO
| Q4 25 | 11.7% | 1.4% | ||
| Q3 25 | 9.7% | -2.6% | ||
| Q2 25 | 11.4% | -5.9% | ||
| Q1 25 | 11.8% | 6.2% | ||
| Q4 24 | 11.3% | 1.7% | ||
| Q3 24 | 11.0% | -2.0% | ||
| Q2 24 | 9.9% | -7.0% | ||
| Q1 24 | 10.7% | 5.0% |
净利率AMZNGCO
| Q4 25 | 9.9% | 0.9% | ||
| Q3 25 | 11.8% | -3.4% | ||
| Q2 25 | 10.8% | -4.5% | ||
| Q1 25 | 11.0% | 4.6% | ||
| Q4 24 | 10.7% | -3.2% | ||
| Q3 24 | 9.6% | -1.9% | ||
| Q2 24 | 9.1% | -5.3% | ||
| Q1 24 | 7.3% | 3.7% |
每股收益（稀释后）AMZNGCO
| Q4 25 | $1.95 | $0.50 | ||
| Q3 25 | $1.95 | $-1.79 | ||
| Q2 25 | $1.68 | $-2.02 | ||
| Q1 25 | $1.59 | $3.16 | ||
| Q4 24 | $1.86 | $-1.76 | ||
| Q3 24 | $1.43 | $-0.91 | ||
| Q2 24 | $1.26 | $-2.23 | ||
| Q1 24 | $0.98 | $2.29 |
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 | $123.0B | $27.0M |
| 总债务越低越好 | $68.8B | $89.5M |
| 股东权益账面价值 | $411.1B | $513.8M |
| 总资产 | $818.0B | $1.5B |
| 负债/权益比越低杠杆越低 | 0.17× | 0.17× |
8季度趋势，按日历期对齐
现金及短期投资AMZNGCO
| Q4 25 | $123.0B | $27.0M | ||
| Q3 25 | $94.2B | $41.0M | ||
| Q2 25 | $93.2B | $21.7M | ||
| Q1 25 | $94.6B | $34.0M | ||
| Q4 24 | $101.2B | $33.6M | ||
| Q3 24 | $88.1B | $45.9M | ||
| Q2 24 | $89.1B | $19.2M | ||
| Q1 24 | $85.1B | $35.2M |
总债务AMZNGCO
| Q4 25 | $68.8B | $89.5M | ||
| Q3 25 | $55.1B | $71.0M | ||
| Q2 25 | $56.1B | $121.0M | ||
| Q1 25 | $58.8B | $0 | ||
| Q4 24 | $58.0B | $100.1M | ||
| Q3 24 | $60.5B | $77.8M | ||
| Q2 24 | $62.7B | $59.4M | ||
| Q1 24 | $66.9B | $34.7M |
股东权益AMZNGCO
| Q4 25 | $411.1B | $513.8M | ||
| Q3 25 | $369.6B | $506.4M | ||
| Q2 25 | $333.8B | $522.2M | ||
| Q1 25 | $305.9B | $547.0M | ||
| Q4 24 | $286.0B | $516.9M | ||
| Q3 24 | $259.2B | $532.6M | ||
| Q2 24 | $236.4B | $548.5M | ||
| Q1 24 | $216.7B | $571.2M |
总资产AMZNGCO
| Q4 25 | $818.0B | $1.5B | ||
| Q3 25 | $727.9B | $1.4B | ||
| Q2 25 | $682.2B | $1.4B | ||
| Q1 25 | $643.3B | $1.3B | ||
| Q4 24 | $624.9B | $1.4B | ||
| Q3 24 | $584.6B | $1.4B | ||
| Q2 24 | $554.8B | $1.3B | ||
| Q1 24 | $531.0B | $1.3B |
负债/权益比AMZNGCO
| Q4 25 | 0.17× | 0.17× | ||
| Q3 25 | 0.15× | 0.14× | ||
| Q2 25 | 0.17× | 0.23× | ||
| Q1 25 | 0.19× | 0.00× | ||
| Q4 24 | 0.20× | 0.19× | ||
| Q3 24 | 0.23× | 0.15× | ||
| Q2 24 | 0.27× | 0.11× | ||
| Q1 24 | 0.31× | 0.06× |
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 | $54.5B | $-12.9M |
| 自由现金流经营现金流 - 资本支出 | $14.9B | $-31.5M |
| 自由现金流率自由现金流/营收 | 7.0% | -5.1% |
| 资本支出强度资本支出/营收 | 18.5% | 3.0% |
| 现金转化率经营现金流/净利润 | 2.57× | -2.41× |
| 过去12个月自由现金流最近4个季度 | $7.7B | $23.5M |
8季度趋势，按日历期对齐
经营现金流AMZNGCO
| Q4 25 | $54.5B | $-12.9M | ||
| Q3 25 | $35.5B | $86.3M | ||
| Q2 25 | $32.5B | $-101.0M | ||
| Q1 25 | $17.0B | $117.0M | ||
| Q4 24 | $45.6B | $-23.1M | ||
| Q3 24 | $26.0B | $27.7M | ||
| Q2 24 | $25.3B | $-33.7M | ||
| Q1 24 | $19.0B | $118.3M |
自由现金流AMZNGCO
| Q4 25 | $14.9B | $-31.5M | ||
| Q3 25 | $430.0M | $71.7M | ||
| Q2 25 | $332.0M | $-119.9M | ||
| Q1 25 | $-8.0B | $103.3M | ||
| Q4 24 | $17.8B | $-36.2M | ||
| Q3 24 | $3.4B | $19.8M | ||
| Q2 24 | $7.7B | $-40.1M | ||
| Q1 24 | $4.1B | $107.8M |
自由现金流率AMZNGCO
| Q4 25 | 7.0% | -5.1% | ||
| Q3 25 | 0.2% | 13.1% | ||
| Q2 25 | 0.2% | -25.3% | ||
| Q1 25 | -5.1% | 13.8% | ||
| Q4 24 | 9.5% | -6.1% | ||
| Q3 24 | 2.1% | 3.8% | ||
| Q2 24 | 5.2% | -8.8% | ||
| Q1 24 | 2.8% | 14.6% |
资本支出强度AMZNGCO
| Q4 25 | 18.5% | 3.0% | ||
| Q3 25 | 19.5% | 2.7% | ||
| Q2 25 | 19.2% | 4.0% | ||
| Q1 25 | 16.1% | 1.8% | ||
| Q4 24 | 14.8% | 2.2% | ||
| Q3 24 | 14.2% | 1.5% | ||
| Q2 24 | 11.9% | 1.4% | ||
| Q1 24 | 10.4% | 1.4% |
现金转化率AMZNGCO
| Q4 25 | 2.57× | -2.41× | ||
| Q3 25 | 1.68× | — | ||
| Q2 25 | 1.79× | — | ||
| Q1 25 | 0.99× | 3.40× | ||
| Q4 24 | 2.28× | — | ||
| Q3 24 | 1.69× | — | ||
| Q2 24 | 1.87× | — | ||
| Q1 24 | 1.82× | 4.35× |
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
AMZN
| Products | $90.0B | 42% |
| Third Party Seller Services | $52.8B | 25% |
| Other | $49.9B | 23% |
| Subscription Services | $13.1B | 6% |
| Physical Stores | $5.9B | 3% |
| Other Services | $1.7B | 1% |
GCO
| Journeys Group Segment | $376.7M | 61% |
| Schuh Group Segment | $123.8M | 20% |
| Johnston And Murphy Group Segment | $81.2M | 13% |
| Genesco Brands Segment | $34.6M | 6% |
| Store Restructuring | $3.9M | 1% |
