vs
亚马逊（AMZN）与OXFORD INDUSTRIES INC（OXM）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OXFORD INDUSTRIES INC的694.3倍（$213.4B vs $307.3M）。亚马逊净利率更高（9.9% vs -20.7%，领先30.7%）。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 $-47.9M）。过去两年亚马逊的营收复合增速更高（22.0% vs -0.1%）
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。
牛津工业公司是美国一家上市服装企业，主打高端服装及服饰产品，旗下拥有多个知名品牌，包括汤米·巴哈马、莉莉·普利策、强尼·瓦斯和萨瑟恩泰德等。
AMZN vs OXM — 直观对比
营收规模更大
AMZN
是对方的694.3倍
$307.3M
营收增速更快
AMZN
高出13.8%
-0.2%
净利率更高
AMZN
高出30.7%
-20.7%
自由现金流更多
AMZN
多$15.0B
$-47.9M
两年增速更快
AMZN
近两年复合增速
-0.1%
损益表 — Q4 2025 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $213.4B | $307.3M |
| 净利润 | $21.2B | $-63.7M |
| 毛利率 | 48.5% | 60.3% |
| 营业利润率 | 11.7% | -27.7% |
| 净利率 | 9.9% | -20.7% |
| 营收同比 | 13.6% | -0.2% |
| 净利润同比 | 5.9% | -1517.6% |
| 每股收益（稀释后） | $1.95 | $-4.28 |
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AMZNOXM
| Q4 25 | $213.4B | $307.3M | ||
| Q3 25 | $180.2B | $403.1M | ||
| Q2 25 | $167.7B | $392.9M | ||
| Q1 25 | $155.7B | — | ||
| Q4 24 | $187.8B | $308.0M | ||
| Q3 24 | $158.9B | $419.9M | ||
| Q2 24 | $148.0B | $398.2M | ||
| Q1 24 | $143.3B | $404.4M |
净利润AMZNOXM
| Q4 25 | $21.2B | $-63.7M | ||
| Q3 25 | $21.2B | $16.7M | ||
| Q2 25 | $18.2B | $26.2M | ||
| Q1 25 | $17.1B | — | ||
| Q4 24 | $20.0B | $-3.9M | ||
| Q3 24 | $15.3B | $40.6M | ||
| Q2 24 | $13.5B | $38.4M | ||
| Q1 24 | $10.4B | $-60.1M |
毛利率AMZNOXM
| Q4 25 | 48.5% | 60.3% | ||
| Q3 25 | 50.8% | 61.4% | ||
| Q2 25 | 51.8% | 64.2% | ||
| Q1 25 | 50.6% | — | ||
| Q4 24 | 47.3% | 63.1% | ||
| Q3 24 | 49.0% | 63.1% | ||
| Q2 24 | 50.1% | 64.9% | ||
| Q1 24 | 49.3% | 60.9% |
营业利润率AMZNOXM
| Q4 25 | 11.7% | -27.7% | ||
| Q3 25 | 9.7% | 6.3% | ||
| Q2 25 | 11.4% | 9.2% | ||
| Q1 25 | 11.8% | — | ||
| Q4 24 | 11.3% | -2.0% | ||
| Q3 24 | 11.0% | 12.5% | ||
| Q2 24 | 9.9% | 13.2% | ||
| Q1 24 | 10.7% | -20.1% |
净利率AMZNOXM
| Q4 25 | 9.9% | -20.7% | ||
| Q3 25 | 11.8% | 4.1% | ||
| Q2 25 | 10.8% | 6.7% | ||
| Q1 25 | 11.0% | — | ||
| Q4 24 | 10.7% | -1.3% | ||
| Q3 24 | 9.6% | 9.7% | ||
| Q2 24 | 9.1% | 9.6% | ||
| Q1 24 | 7.3% | -14.9% |
每股收益（稀释后）AMZNOXM
| Q4 25 | $1.95 | $-4.28 | ||
| Q3 25 | $1.95 | $1.12 | ||
| Q2 25 | $1.68 | $1.70 | ||
| Q1 25 | $1.59 | — | ||
| Q4 24 | $1.86 | $-0.25 | ||
| Q3 24 | $1.43 | $2.57 | ||
| Q2 24 | $1.26 | $2.42 | ||
| Q1 24 | $0.98 | $-3.72 |
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 | $8.0M |
| 总债务越低越好 | $68.8B | — |
| 股东权益账面价值 | $411.1B | $528.0M |
| 总资产 | $818.0B | $1.3B |
| 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AMZNOXM
| Q4 25 | $123.0B | $8.0M | ||
| Q3 25 | $94.2B | $6.9M | ||
| Q2 25 | $93.2B | $8.2M | ||
| Q1 25 | $94.6B | — | ||
| Q4 24 | $101.2B | $7.0M | ||
| Q3 24 | $88.1B | $18.4M | ||
| Q2 24 | $89.1B | $7.7M | ||
| Q1 24 | $85.1B | $7.6M |
总债务AMZNOXM
| 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 | $29.0M |
股东权益AMZNOXM
| Q4 25 | $411.1B | $528.0M | ||
| Q3 25 | $369.6B | $597.1M | ||
| Q2 25 | $333.8B | $592.4M | ||
| Q1 25 | $305.9B | — | ||
| Q4 24 | $286.0B | $612.2M | ||
| Q3 24 | $259.2B | $621.6M | ||
| Q2 24 | $236.4B | $592.9M | ||
| Q1 24 | $216.7B | $560.9M |
总资产AMZNOXM
| Q4 25 | $818.0B | $1.3B | ||
| Q3 25 | $727.9B | $1.3B | ||
| Q2 25 | $682.2B | $1.3B | ||
| Q1 25 | $643.3B | — | ||
| Q4 24 | $624.9B | $1.2B | ||
| Q3 24 | $584.6B | $1.2B | ||
| Q2 24 | $554.8B | $1.2B | ||
| Q1 24 | $531.0B | $1.1B |
负债/权益比AMZNOXM
| 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× | 0.05× |
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 | $-9.1M |
| 自由现金流经营现金流 - 资本支出 | $14.9B | $-47.9M |
| 自由现金流率自由现金流/营收 | 7.0% | -15.6% |
| 资本支出强度资本支出/营收 | 18.5% | 12.6% |
| 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 | $-79.9M |
8季度趋势，按日历期对齐
经营现金流AMZNOXM
| Q4 25 | $54.5B | $-9.1M | ||
| Q3 25 | $35.5B | $83.5M | ||
| Q2 25 | $32.5B | $-3.9M | ||
| Q1 25 | $17.0B | — | ||
| Q4 24 | $45.6B | — | ||
| Q3 24 | $26.0B | $88.8M | ||
| Q2 24 | $25.3B | $32.9M | ||
| Q1 24 | $19.0B | $74.9M |
自由现金流AMZNOXM
| Q4 25 | $14.9B | $-47.9M | ||
| Q3 25 | $430.0M | $52.3M | ||
| Q2 25 | $332.0M | $-27.4M | ||
| Q1 25 | $-8.0B | — | ||
| Q4 24 | $17.8B | — | ||
| Q3 24 | $3.4B | $47.2M | ||
| Q2 24 | $7.7B | $21.0M | ||
| Q1 24 | $4.1B | $55.3M |
自由现金流率AMZNOXM
| Q4 25 | 7.0% | -15.6% | ||
| Q3 25 | 0.2% | 13.0% | ||
| Q2 25 | 0.2% | -7.0% | ||
| Q1 25 | -5.1% | — | ||
| Q4 24 | 9.5% | — | ||
| Q3 24 | 2.1% | 11.2% | ||
| Q2 24 | 5.2% | 5.3% | ||
| Q1 24 | 2.8% | 13.7% |
资本支出强度AMZNOXM
| Q4 25 | 18.5% | 12.6% | ||
| Q3 25 | 19.5% | 7.7% | ||
| Q2 25 | 19.2% | 6.0% | ||
| Q1 25 | 16.1% | — | ||
| Q4 24 | 14.8% | — | ||
| Q3 24 | 14.2% | 9.9% | ||
| Q2 24 | 11.9% | 3.0% | ||
| Q1 24 | 10.4% | 4.8% |
现金转化率AMZNOXM
| Q4 25 | 2.57× | — | ||
| Q3 25 | 1.68× | 5.00× | ||
| Q2 25 | 1.79× | -0.15× | ||
| Q1 25 | 0.99× | — | ||
| Q4 24 | 2.28× | — | ||
| Q3 24 | 1.69× | 2.19× | ||
| Q2 24 | 1.87× | 0.86× | ||
| Q1 24 | 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% |
OXM
| Sales Channel Retail | $162.9M | 53% |
| Sales Channel Wholesale | $61.3M | 20% |
| Johnny Was | $45.4M | 15% |
| Sales Channel Food And Beverage | $29.3M | 10% |
| Other Foreign Countries | $9.0M | 3% |
