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亚马逊（AMZN）与Lovesac Co（LOVE）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Lovesac Co的1421.0倍（$213.4B vs $150.2M）。亚马逊净利率更高（9.9% vs -7.0%，领先17.0%）。亚马逊同比增速更快（13.6% vs 0.2%）。亚马逊自由现金流更多（$14.9B vs $-10.2M）。过去两年亚马逊的营收复合增速更高（22.0% vs -22.6%）
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。
Lovesac是美国的家具零售商，主打拥有专利的Sactionals模块化沙发系统，该系统由可自由组合的座部、侧部模块，以及定制沙发套和相关配件组成。除模块化沙发外，品牌还销售采用独家发泡混合材料填充的袋式懒人座椅。
AMZN vs LOVE — 直观对比
营收规模更大
AMZN
是对方的1421.0倍
$150.2M
营收增速更快
AMZN
高出13.5%
0.2%
净利率更高
AMZN
高出17.0%
-7.0%
自由现金流更多
AMZN
多$14.9B
$-10.2M
两年增速更快
AMZN
近两年复合增速
-22.6%
损益表 — Q4 2025 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $213.4B | $150.2M |
| 净利润 | $21.2B | $-10.6M |
| 毛利率 | 48.5% | 56.1% |
| 营业利润率 | 11.7% | -10.5% |
| 净利率 | 9.9% | -7.0% |
| 营收同比 | 13.6% | 0.2% |
| 净利润同比 | 5.9% | -114.0% |
| 每股收益（稀释后） | $1.95 | $-0.72 |
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AMZNLOVE
| Q4 25 | $213.4B | $150.2M | ||
| Q3 25 | $180.2B | $160.5M | ||
| Q2 25 | $167.7B | $138.4M | ||
| Q1 25 | $155.7B | $241.5M | ||
| Q4 24 | $187.8B | $149.9M | ||
| Q3 24 | $158.9B | $156.6M | ||
| Q2 24 | $148.0B | $132.6M | ||
| Q1 24 | $143.3B | $250.5M |
净利润AMZNLOVE
| Q4 25 | $21.2B | $-10.6M | ||
| Q3 25 | $21.2B | $-6.7M | ||
| Q2 25 | $18.2B | $-10.8M | ||
| Q1 25 | $17.1B | $35.3M | ||
| Q4 24 | $20.0B | $-4.9M | ||
| Q3 24 | $15.3B | $-5.9M | ||
| Q2 24 | $13.5B | $-13.0M | ||
| Q1 24 | $10.4B | $31.0M |
毛利率AMZNLOVE
| Q4 25 | 48.5% | 56.1% | ||
| Q3 25 | 50.8% | 56.4% | ||
| Q2 25 | 51.8% | 53.7% | ||
| Q1 25 | 50.6% | 60.4% | ||
| Q4 24 | 47.3% | 58.5% | ||
| Q3 24 | 49.0% | 59.0% | ||
| Q2 24 | 50.1% | 54.3% | ||
| Q1 24 | 49.3% | 59.7% |
营业利润率AMZNLOVE
| Q4 25 | 11.7% | -10.5% | ||
| Q3 25 | 9.7% | -5.5% | ||
| Q2 25 | 11.4% | -10.8% | ||
| Q1 25 | 11.8% | 19.7% | ||
| Q4 24 | 11.3% | -5.2% | ||
| Q3 24 | 11.0% | -5.3% | ||
| Q2 24 | 9.9% | -13.5% | ||
| Q1 24 | 10.7% | 16.1% |
净利率AMZNLOVE
| Q4 25 | 9.9% | -7.0% | ||
| Q3 25 | 11.8% | -4.1% | ||
| Q2 25 | 10.8% | -7.8% | ||
| Q1 25 | 11.0% | 14.6% | ||
| Q4 24 | 10.7% | -3.3% | ||
| Q3 24 | 9.6% | -3.7% | ||
| Q2 24 | 9.1% | -9.8% | ||
| Q1 24 | 7.3% | 12.4% |
每股收益（稀释后）AMZNLOVE
| Q4 25 | $1.95 | $-0.72 | ||
| Q3 25 | $1.95 | $-0.45 | ||
| Q2 25 | $1.68 | $-0.73 | ||
| Q1 25 | $1.59 | $2.22 | ||
| Q4 24 | $1.86 | $-0.32 | ||
| Q3 24 | $1.43 | $-0.38 | ||
| Q2 24 | $1.26 | $-0.83 | ||
| Q1 24 | $0.98 | $1.91 |
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 | $23.7M |
| 总债务越低越好 | $68.8B | — |
| 股东权益账面价值 | $411.1B | $189.3M |
| 总资产 | $818.0B | $495.5M |
| 负债/权益比越低杠杆越低 | 0.17× | — |
8季度趋势，按日历期对齐
现金及短期投资AMZNLOVE
| Q4 25 | $123.0B | $23.7M | ||
| Q3 25 | $94.2B | $34.2M | ||
| Q2 25 | $93.2B | $26.9M | ||
| Q1 25 | $94.6B | $83.7M | ||
| Q4 24 | $101.2B | $61.7M | ||
| Q3 24 | $88.1B | $72.1M | ||
| Q2 24 | $89.1B | $72.4M | ||
| Q1 24 | $85.1B | $87.0M |
总债务AMZNLOVE
| Q4 25 | $68.8B | — | ||
| Q3 25 | $55.1B | — | ||
| Q2 25 | $56.1B | — | ||
| Q1 25 | $58.8B | — | ||
| Q4 24 | $58.0B | — | ||
| Q3 24 | $60.5B | — | ||
| Q2 24 | $62.7B | — | ||
| Q1 24 | $66.9B | — |
股东权益AMZNLOVE
| Q4 25 | $411.1B | $189.3M | ||
| Q3 25 | $369.6B | $197.5M | ||
| Q2 25 | $333.8B | $201.2M | ||
| Q1 25 | $305.9B | $216.4M | ||
| Q4 24 | $286.0B | $196.5M | ||
| Q3 24 | $259.2B | $202.1M | ||
| Q2 24 | $236.4B | $205.3M | ||
| Q1 24 | $216.7B | $217.5M |
总资产AMZNLOVE
| Q4 25 | $818.0B | $495.5M | ||
| Q3 25 | $727.9B | $493.7M | ||
| Q2 25 | $682.2B | $483.7M | ||
| Q1 25 | $643.3B | $532.3M | ||
| Q4 24 | $624.9B | $499.7M | ||
| Q3 24 | $584.6B | $481.1M | ||
| Q2 24 | $554.8B | $477.2M | ||
| Q1 24 | $531.0B | $482.2M |
负债/权益比AMZNLOVE
| Q4 25 | 0.17× | — | ||
| Q3 25 | 0.15× | — | ||
| Q2 25 | 0.17× | — | ||
| Q1 25 | 0.19× | — | ||
| Q4 24 | 0.20× | — | ||
| Q3 24 | 0.23× | — | ||
| Q2 24 | 0.27× | — | ||
| Q1 24 | 0.31× | — |
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 | $-4.9M |
| 自由现金流经营现金流 - 资本支出 | $14.9B | $-10.2M |
| 自由现金流率自由现金流/营收 | 7.0% | -6.8% |
| 资本支出强度资本支出/营收 | 18.5% | 3.5% |
| 现金转化率经营现金流/净利润 | 2.57× | — |
| 过去12个月自由现金流最近4个季度 | $7.7B | $-13.6M |
8季度趋势，按日历期对齐
经营现金流AMZNLOVE
| Q4 25 | $54.5B | $-4.9M | ||
| Q3 25 | $35.5B | $12.2M | ||
| Q2 25 | $32.5B | $-41.4M | ||
| Q1 25 | $17.0B | $44.0M | ||
| Q4 24 | $45.6B | $-4.2M | ||
| Q3 24 | $26.0B | $6.2M | ||
| Q2 24 | $25.3B | $-7.0M | ||
| Q1 24 | $19.0B | $56.3M |
自由现金流AMZNLOVE
| Q4 25 | $14.9B | $-10.2M | ||
| Q3 25 | $430.0M | $7.8M | ||
| Q2 25 | $332.0M | $-50.0M | ||
| Q1 25 | $-8.0B | $38.7M | ||
| Q4 24 | $17.8B | $-6.6M | ||
| Q3 24 | $3.4B | $119.0K | ||
| Q2 24 | $7.7B | $-14.3M | ||
| Q1 24 | $4.1B | $49.5M |
自由现金流率AMZNLOVE
| Q4 25 | 7.0% | -6.8% | ||
| Q3 25 | 0.2% | 4.9% | ||
| Q2 25 | 0.2% | -36.1% | ||
| Q1 25 | -5.1% | 16.0% | ||
| Q4 24 | 9.5% | -4.4% | ||
| Q3 24 | 2.1% | 0.1% | ||
| Q2 24 | 5.2% | -10.8% | ||
| Q1 24 | 2.8% | 19.8% |
资本支出强度AMZNLOVE
| Q4 25 | 18.5% | 3.5% | ||
| Q3 25 | 19.5% | 2.7% | ||
| Q2 25 | 19.2% | 6.2% | ||
| Q1 25 | 16.1% | 2.2% | ||
| Q4 24 | 14.8% | 1.6% | ||
| Q3 24 | 14.2% | 3.9% | ||
| Q2 24 | 11.9% | 5.5% | ||
| Q1 24 | 10.4% | 2.7% |
现金转化率AMZNLOVE
| Q4 25 | 2.57× | — | ||
| Q3 25 | 1.68× | — | ||
| Q2 25 | 1.79× | — | ||
| Q1 25 | 0.99× | 1.25× | ||
| Q4 24 | 2.28× | — | ||
| Q3 24 | 1.69× | — | ||
| Q2 24 | 1.87× | — | ||
| Q1 24 | 1.82× | 1.82× |
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% |
LOVE
| Showrooms | $102.7M | 68% |
| Internet | $37.3M | 25% |
| Other | $10.2M | 7% |
