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亚马逊（AMZN）与Vestis Corp（VSTS）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Vestis Corp的321.7倍（$213.4B vs $663.4M）。亚马逊净利率更高（9.9% vs -1.0%，领先10.9%）。亚马逊同比增速更快（13.6% vs -3.0%）。亚马逊自由现金流更多（$14.9B vs $28.3M）。过去两年亚马逊的营收复合增速更高（22.0% vs -3.0%）
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。
Vestis Corp是北美领先的工作制服、安全防护服饰及配套设施服务供应商，服务覆盖医疗、制造、零售、餐饮住宿、公共服务等多个领域，为企业客户提供定制化的制服租赁、清洁与日常维护解决方案。
AMZN vs VSTS — 直观对比
营收规模更大
AMZN
是对方的321.7倍
$663.4M
营收增速更快
AMZN
高出16.6%
-3.0%
净利率更高
AMZN
高出10.9%
-1.0%
自由现金流更多
AMZN
多$14.9B
$28.3M
两年增速更快
AMZN
近两年复合增速
-3.0%
损益表 — Q4 2025 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $213.4B | $663.4M |
| 净利润 | $21.2B | $-6.4M |
| 毛利率 | 48.5% | — |
| 营业利润率 | 11.7% | 2.5% |
| 净利率 | 9.9% | -1.0% |
| 营收同比 | 13.6% | -3.0% |
| 净利润同比 | 5.9% | -868.1% |
| 每股收益（稀释后） | $1.95 | $-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AMZNVSTS
| Q1 26 | — | $663.4M | ||
| Q4 25 | $213.4B | $712.0M | ||
| Q3 25 | $180.2B | — | ||
| Q2 25 | $167.7B | $673.8M | ||
| Q1 25 | $155.7B | $665.2M | ||
| Q4 24 | $187.8B | $683.8M | ||
| Q3 24 | $158.9B | $684.3M | ||
| Q2 24 | $148.0B | $698.2M |
净利润AMZNVSTS
| Q1 26 | — | $-6.4M | ||
| Q4 25 | $21.2B | $-12.5M | ||
| Q3 25 | $21.2B | — | ||
| Q2 25 | $18.2B | $-676.0K | ||
| Q1 25 | $17.1B | $-27.8M | ||
| Q4 24 | $20.0B | $832.0K | ||
| Q3 24 | $15.3B | $-2.3M | ||
| Q2 24 | $13.5B | $5.0M |
毛利率AMZNVSTS
| Q1 26 | — | — | ||
| Q4 25 | 48.5% | — | ||
| Q3 25 | 50.8% | — | ||
| Q2 25 | 51.8% | — | ||
| Q1 25 | 50.6% | — | ||
| Q4 24 | 47.3% | — | ||
| Q3 24 | 49.0% | — | ||
| Q2 24 | 50.1% | — |
营业利润率AMZNVSTS
| Q1 26 | — | 2.5% | ||
| Q4 25 | 11.7% | 2.5% | ||
| Q3 25 | 9.7% | — | ||
| Q2 25 | 11.4% | 3.7% | ||
| Q1 25 | 11.8% | -1.3% | ||
| Q4 24 | 11.3% | 4.4% | ||
| Q3 24 | 11.0% | 4.4% | ||
| Q2 24 | 9.9% | 5.4% |
净利率AMZNVSTS
| Q1 26 | — | -1.0% | ||
| Q4 25 | 9.9% | -1.8% | ||
| Q3 25 | 11.8% | — | ||
| Q2 25 | 10.8% | -0.1% | ||
| Q1 25 | 11.0% | -4.2% | ||
| Q4 24 | 10.7% | 0.1% | ||
| Q3 24 | 9.6% | -0.3% | ||
| Q2 24 | 9.1% | 0.7% |
每股收益（稀释后）AMZNVSTS
| Q1 26 | — | $-0.05 | ||
| Q4 25 | $1.95 | $-0.10 | ||
| Q3 25 | $1.95 | — | ||
| Q2 25 | $1.68 | $-0.01 | ||
| Q1 25 | $1.59 | $-0.21 | ||
| Q4 24 | $1.86 | $0.01 | ||
| Q3 24 | $1.43 | $-0.02 | ||
| Q2 24 | $1.26 | $0.04 |
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 | $41.5M |
| 总债务越低越好 | $68.8B | — |
| 股东权益账面价值 | $411.1B | $864.4M |
| 总资产 | $818.0B | $2.9B |
| 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AMZNVSTS
| Q1 26 | — | $41.5M | ||
| Q4 25 | $123.0B | $29.7M | ||
| Q3 25 | $94.2B | — | ||
| Q2 25 | $93.2B | $23.7M | ||
| Q1 25 | $94.6B | $28.8M | ||
| Q4 24 | $101.2B | $18.6M | ||
| Q3 24 | $88.1B | $31.0M | ||
| Q2 24 | $89.1B | $29.1M |
总债务AMZNVSTS
| Q1 26 | — | — | ||
| Q4 25 | $68.8B | $1.2B | ||
| Q3 25 | $55.1B | — | ||
| Q2 25 | $56.1B | — | ||
| Q1 25 | $58.8B | — | ||
| Q4 24 | $58.0B | — | ||
| Q3 24 | $60.5B | $1.2B | ||
| Q2 24 | $62.7B | — |
股东权益AMZNVSTS
| Q1 26 | — | $864.4M | ||
| Q4 25 | $411.1B | $865.6M | ||
| Q3 25 | $369.6B | — | ||
| Q2 25 | $333.8B | $882.2M | ||
| Q1 25 | $305.9B | $876.3M | ||
| Q4 24 | $286.0B | $899.6M | ||
| Q3 24 | $259.2B | $903.1M | ||
| Q2 24 | $236.4B | $901.2M |
总资产AMZNVSTS
| Q1 26 | — | $2.9B | ||
| Q4 25 | $818.0B | $2.9B | ||
| Q3 25 | $727.9B | — | ||
| Q2 25 | $682.2B | $2.9B | ||
| Q1 25 | $643.3B | $2.9B | ||
| Q4 24 | $624.9B | $2.9B | ||
| Q3 24 | $584.6B | $2.9B | ||
| Q2 24 | $554.8B | $3.1B |
负债/权益比AMZNVSTS
| Q1 26 | — | — | ||
| Q4 25 | 0.17× | 1.35× | ||
| Q3 25 | 0.15× | — | ||
| Q2 25 | 0.17× | — | ||
| Q1 25 | 0.19× | — | ||
| Q4 24 | 0.20× | — | ||
| Q3 24 | 0.23× | 1.29× | ||
| Q2 24 | 0.27× | — |
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 | $37.7M |
| 自由现金流经营现金流 - 资本支出 | $14.9B | $28.3M |
| 自由现金流率自由现金流/营收 | 7.0% | 4.3% |
| 资本支出强度资本支出/营收 | 18.5% | 1.4% |
| 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 | $45.0M |
8季度趋势，按日历期对齐
经营现金流AMZNVSTS
| Q1 26 | — | $37.7M | ||
| Q4 25 | $54.5B | $30.9M | ||
| Q3 25 | $35.5B | — | ||
| Q2 25 | $32.5B | $22.9M | ||
| Q1 25 | $17.0B | $6.7M | ||
| Q4 24 | $45.6B | $3.8M | ||
| Q3 24 | $26.0B | $295.6M | ||
| Q2 24 | $25.3B | $48.7M |
自由现金流AMZNVSTS
| Q1 26 | — | $28.3M | ||
| Q4 25 | $14.9B | $15.6M | ||
| Q3 25 | $430.0M | — | ||
| Q2 25 | $332.0M | $8.0M | ||
| Q1 25 | $-8.0B | $-6.9M | ||
| Q4 24 | $17.8B | $-11.0M | ||
| Q3 24 | $3.4B | $267.5M | ||
| Q2 24 | $7.7B | $27.7M |
自由现金流率AMZNVSTS
| Q1 26 | — | 4.3% | ||
| Q4 25 | 7.0% | 2.2% | ||
| Q3 25 | 0.2% | — | ||
| Q2 25 | 0.2% | 1.2% | ||
| Q1 25 | -5.1% | -1.0% | ||
| Q4 24 | 9.5% | -1.6% | ||
| Q3 24 | 2.1% | 39.1% | ||
| Q2 24 | 5.2% | 4.0% |
资本支出强度AMZNVSTS
| Q1 26 | — | 1.4% | ||
| Q4 25 | 18.5% | 2.2% | ||
| Q3 25 | 19.5% | — | ||
| Q2 25 | 19.2% | 2.2% | ||
| Q1 25 | 16.1% | 2.0% | ||
| Q4 24 | 14.8% | 2.2% | ||
| Q3 24 | 14.2% | 4.1% | ||
| Q2 24 | 11.9% | 3.0% |
现金转化率AMZNVSTS
| Q1 26 | — | — | ||
| Q4 25 | 2.57× | — | ||
| Q3 25 | 1.68× | — | ||
| Q2 25 | 1.79× | — | ||
| Q1 25 | 0.99× | — | ||
| Q4 24 | 2.28× | 4.54× | ||
| Q3 24 | 1.69× | — | ||
| Q2 24 | 1.87× | 9.66× |
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% |
VSTS
| Workplace Supplies | $375.2M | 57% |
| Uniforms | $227.7M | 34% |
| Other | $60.5M | 9% |
