vs
亚马逊（AMZN）与Kontoor Brands, Inc.（KTB）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Kontoor Brands, Inc.的250.1倍（$213.4B vs $853.2M）。亚马逊净利率更高（9.9% vs 4.3%，领先5.6%）。Kontoor Brands, Inc.同比增速更快（27.3% vs 13.6%）。亚马逊自由现金流更多（$14.9B vs $55.8M）。过去两年亚马逊的营收复合增速更高（22.0% vs 14.2%）
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。
Kontoor Brands是美国知名服装企业，2019年5月从威富集团分拆独立运营，旗下拥有Lee、Wrangler、Helly Hansen等国际知名服饰品牌，面向全球市场销售各类服饰产品，在休闲服饰及户外功能服饰领域拥有广泛的消费者基础。
AMZN vs KTB — 直观对比
营收规模更大
AMZN
是对方的250.1倍
$853.2M
营收增速更快
KTB
高出13.7%
13.6%
净利率更高
AMZN
高出5.6%
4.3%
自由现金流更多
AMZN
多$14.9B
$55.8M
两年增速更快
AMZN
近两年复合增速
14.2%
损益表 — Q4 2025 vs Q3 2025
| 指标 | | |
|---|---|---|
| 营收 | $213.4B | $853.2M |
| 净利润 | $21.2B | $36.9M |
| 毛利率 | 48.5% | 41.3% |
| 营业利润率 | 11.7% | 7.5% |
| 净利率 | 9.9% | 4.3% |
| 营收同比 | 13.6% | 27.3% |
| 净利润同比 | 5.9% | -47.6% |
| 每股收益（稀释后） | $1.95 | $0.66 |
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AMZNKTB
| Q4 25 | $213.4B | — | ||
| Q3 25 | $180.2B | $853.2M | ||
| Q2 25 | $167.7B | $658.3M | ||
| Q1 25 | $155.7B | $622.9M | ||
| Q4 24 | $187.8B | $699.3M | ||
| Q3 24 | $158.9B | $670.2M | ||
| Q2 24 | $148.0B | $606.9M | ||
| Q1 24 | $143.3B | $631.2M |
净利润AMZNKTB
| Q4 25 | $21.2B | — | ||
| Q3 25 | $21.2B | $36.9M | ||
| Q2 25 | $18.2B | $73.9M | ||
| Q1 25 | $17.1B | $42.9M | ||
| Q4 24 | $20.0B | $64.0M | ||
| Q3 24 | $15.3B | $70.5M | ||
| Q2 24 | $13.5B | $51.8M | ||
| Q1 24 | $10.4B | $59.5M |
毛利率AMZNKTB
| Q4 25 | 48.5% | — | ||
| Q3 25 | 50.8% | 41.3% | ||
| Q2 25 | 51.8% | 46.3% | ||
| Q1 25 | 50.6% | 47.5% | ||
| Q4 24 | 47.3% | 43.7% | ||
| Q3 24 | 49.0% | 44.7% | ||
| Q2 24 | 50.1% | 44.7% | ||
| Q1 24 | 49.3% | 45.2% |
营业利润率AMZNKTB
| Q4 25 | 11.7% | — | ||
| Q3 25 | 9.7% | 7.5% | ||
| Q2 25 | 11.4% | 11.9% | ||
| Q1 25 | 11.8% | 11.8% | ||
| Q4 24 | 11.3% | 12.1% | ||
| Q3 24 | 11.0% | 14.7% | ||
| Q2 24 | 9.9% | 12.4% | ||
| Q1 24 | 10.7% | 13.4% |
净利率AMZNKTB
| Q4 25 | 9.9% | — | ||
| Q3 25 | 11.8% | 4.3% | ||
| Q2 25 | 10.8% | 11.2% | ||
| Q1 25 | 11.0% | 6.9% | ||
| Q4 24 | 10.7% | 9.1% | ||
| Q3 24 | 9.6% | 10.5% | ||
| Q2 24 | 9.1% | 8.5% | ||
| Q1 24 | 7.3% | 9.4% |
每股收益（稀释后）AMZNKTB
| Q4 25 | $1.95 | — | ||
| Q3 25 | $1.95 | $0.66 | ||
| Q2 25 | $1.68 | $1.32 | ||
| Q1 25 | $1.59 | $0.76 | ||
| Q4 24 | $1.86 | $1.13 | ||
| Q3 24 | $1.43 | $1.26 | ||
| Q2 24 | $1.26 | $0.92 | ||
| Q1 24 | $0.98 | $1.05 |
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 | $82.4M |
| 总债务越低越好 | $68.8B | $1.3B |
| 股东权益账面价值 | $411.1B | $529.6M |
| 总资产 | $818.0B | $2.9B |
| 负债/权益比越低杠杆越低 | 0.17× | 2.53× |
8季度趋势，按日历期对齐
现金及短期投资AMZNKTB
| Q4 25 | $123.0B | — | ||
| Q3 25 | $94.2B | $82.4M | ||
| Q2 25 | $93.2B | $107.5M | ||
| Q1 25 | $94.6B | $356.7M | ||
| Q4 24 | $101.2B | $334.1M | ||
| Q3 24 | $88.1B | $269.4M | ||
| Q2 24 | $89.1B | $224.3M | ||
| Q1 24 | $85.1B | $215.1M |
总债务AMZNKTB
| Q4 25 | $68.8B | — | ||
| Q3 25 | $55.1B | $1.3B | ||
| Q2 25 | $56.1B | $1.4B | ||
| Q1 25 | $58.8B | $735.6M | ||
| Q4 24 | $58.0B | $740.3M | ||
| Q3 24 | $60.5B | $745.0M | ||
| Q2 24 | $62.7B | $749.7M | ||
| Q1 24 | $66.9B | $779.2M |
股东权益AMZNKTB
| Q4 25 | $411.1B | — | ||
| Q3 25 | $369.6B | $529.6M | ||
| Q2 25 | $333.8B | $498.3M | ||
| Q1 25 | $305.9B | $426.7M | ||
| Q4 24 | $286.0B | $400.1M | ||
| Q3 24 | $259.2B | $356.9M | ||
| Q2 24 | $236.4B | $367.2M | ||
| Q1 24 | $216.7B | $387.2M |
总资产AMZNKTB
| Q4 25 | $818.0B | — | ||
| Q3 25 | $727.9B | $2.9B | ||
| Q2 25 | $682.2B | $2.7B | ||
| Q1 25 | $643.3B | $1.7B | ||
| Q4 24 | $624.9B | $1.7B | ||
| Q3 24 | $584.6B | $1.7B | ||
| Q2 24 | $554.8B | $1.6B | ||
| Q1 24 | $531.0B | $1.7B |
负债/权益比AMZNKTB
| Q4 25 | 0.17× | — | ||
| Q3 25 | 0.15× | 2.53× | ||
| Q2 25 | 0.17× | 2.74× | ||
| Q1 25 | 0.19× | 1.72× | ||
| Q4 24 | 0.20× | 1.85× | ||
| Q3 24 | 0.23× | 2.09× | ||
| Q2 24 | 0.27× | 2.04× | ||
| Q1 24 | 0.31× | 2.01× |
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 | $64.1M |
| 自由现金流经营现金流 - 资本支出 | $14.9B | $55.8M |
| 自由现金流率自由现金流/营收 | 7.0% | 6.5% |
| 资本支出强度资本支出/营收 | 18.5% | 1.0% |
| 现金转化率经营现金流/净利润 | 2.57× | 1.74× |
| 过去12个月自由现金流最近4个季度 | $7.7B | $228.0M |
8季度趋势，按日历期对齐
经营现金流AMZNKTB
| Q4 25 | $54.5B | — | ||
| Q3 25 | $35.5B | $64.1M | ||
| Q2 25 | $32.5B | $25.7M | ||
| Q1 25 | $17.0B | $77.6M | ||
| Q4 24 | $45.6B | $82.0M | ||
| Q3 24 | $26.0B | $133.6M | ||
| Q2 24 | $25.3B | $96.2M | ||
| Q1 24 | $19.0B | $56.5M |
自由现金流AMZNKTB
| Q4 25 | $14.9B | — | ||
| Q3 25 | $430.0M | $55.8M | ||
| Q2 25 | $332.0M | $22.4M | ||
| Q1 25 | $-8.0B | $74.9M | ||
| Q4 24 | $17.8B | $75.0M | ||
| Q3 24 | $3.4B | $129.9M | ||
| Q2 24 | $7.7B | $92.6M | ||
| Q1 24 | $4.1B | $52.0M |
自由现金流率AMZNKTB
| Q4 25 | 7.0% | — | ||
| Q3 25 | 0.2% | 6.5% | ||
| Q2 25 | 0.2% | 3.4% | ||
| Q1 25 | -5.1% | 12.0% | ||
| Q4 24 | 9.5% | 10.7% | ||
| Q3 24 | 2.1% | 19.4% | ||
| Q2 24 | 5.2% | 15.3% | ||
| Q1 24 | 2.8% | 8.2% |
资本支出强度AMZNKTB
| Q4 25 | 18.5% | — | ||
| Q3 25 | 19.5% | 1.0% | ||
| Q2 25 | 19.2% | 0.5% | ||
| Q1 25 | 16.1% | 0.4% | ||
| Q4 24 | 14.8% | 1.0% | ||
| Q3 24 | 14.2% | 0.6% | ||
| Q2 24 | 11.9% | 0.6% | ||
| Q1 24 | 10.4% | 0.7% |
现金转化率AMZNKTB
| Q4 25 | 2.57× | — | ||
| Q3 25 | 1.68× | 1.74× | ||
| Q2 25 | 1.79× | 0.35× | ||
| Q1 25 | 0.99× | 1.81× | ||
| Q4 24 | 2.28× | 1.28× | ||
| Q3 24 | 1.69× | 1.89× | ||
| Q2 24 | 1.87× | 1.86× | ||
| Q1 24 | 1.82× | 0.95× |
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% |
KTB
| International Member | $292.0M | 34% |
| CTC Triangle B.V | $192.7M | 23% |
| Lee Segment | $186.7M | 22% |
| Helly Hansen Segment | $185.9M | 22% |
