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亚马逊（AMZN）与YETI Holdings, Inc.（YETI）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YETI Holdings, Inc.的437.5倍（$213.4B vs $487.8M）。亚马逊净利率更高（9.9% vs 8.1%，领先1.9%）。亚马逊同比增速更快（13.6% vs 1.9%）。亚马逊自由现金流更多（$14.9B vs $89.1M）。过去两年亚马逊的营收复合增速更高（22.0% vs -3.1%）
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。
YETI Holdings, Inc.是源自美国的户外休闲产品品牌，总部位于得克萨斯州奥斯汀，主打户外耐用品，产品线涵盖保温箱、真空隔热不锈钢饮具、软质冷却包、防水干燥袋及各类相关配件，产品主打耐用性与保温保冷性能，深受户外爱好者青睐。
AMZN vs YETI — 直观对比
营收规模更大
AMZN
是对方的437.5倍
$487.8M
营收增速更快
AMZN
高出11.7%
1.9%
净利率更高
AMZN
高出1.9%
8.1%
自由现金流更多
AMZN
多$14.8B
$89.1M
两年增速更快
AMZN
近两年复合增速
-3.1%
损益表 — Q4 2025 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $213.4B | $487.8M |
| 净利润 | $21.2B | $39.4M |
| 毛利率 | 48.5% | 55.9% |
| 营业利润率 | 11.7% | 11.1% |
| 净利率 | 9.9% | 8.1% |
| 营收同比 | 13.6% | 1.9% |
| 净利润同比 | 5.9% | -30.0% |
| 每股收益（稀释后） | $1.95 | $0.48 |
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AMZNYETI
| Q4 25 | $213.4B | — | ||
| Q3 25 | $180.2B | $487.8M | ||
| Q2 25 | $167.7B | $445.9M | ||
| Q1 25 | $155.7B | $351.1M | ||
| Q4 24 | $187.8B | $546.5M | ||
| Q3 24 | $158.9B | $478.4M | ||
| Q2 24 | $148.0B | $463.5M | ||
| Q1 24 | $143.3B | $341.4M |
净利润AMZNYETI
| Q4 25 | $21.2B | — | ||
| Q3 25 | $21.2B | $39.4M | ||
| Q2 25 | $18.2B | $51.2M | ||
| Q1 25 | $17.1B | $16.6M | ||
| Q4 24 | $20.0B | $53.2M | ||
| Q3 24 | $15.3B | $56.3M | ||
| Q2 24 | $13.5B | $50.4M | ||
| Q1 24 | $10.4B | $15.9M |
毛利率AMZNYETI
| Q4 25 | 48.5% | — | ||
| Q3 25 | 50.8% | 55.9% | ||
| Q2 25 | 51.8% | 57.8% | ||
| Q1 25 | 50.6% | 57.4% | ||
| Q4 24 | 47.3% | 59.7% | ||
| Q3 24 | 49.0% | 58.0% | ||
| Q2 24 | 50.1% | 57.0% | ||
| Q1 24 | 49.3% | 57.1% |
营业利润率AMZNYETI
| Q4 25 | 11.7% | — | ||
| Q3 25 | 9.7% | 11.1% | ||
| Q2 25 | 11.4% | 13.9% | ||
| Q1 25 | 11.8% | 6.2% | ||
| Q4 24 | 11.3% | 15.1% | ||
| Q3 24 | 11.0% | 14.6% | ||
| Q2 24 | 9.9% | 14.5% | ||
| Q1 24 | 10.7% | 7.6% |
净利率AMZNYETI
| Q4 25 | 9.9% | — | ||
| Q3 25 | 11.8% | 8.1% | ||
| Q2 25 | 10.8% | 11.5% | ||
| Q1 25 | 11.0% | 4.7% | ||
| Q4 24 | 10.7% | 9.7% | ||
| Q3 24 | 9.6% | 11.8% | ||
| Q2 24 | 9.1% | 10.9% | ||
| Q1 24 | 7.3% | 4.6% |
每股收益（稀释后）AMZNYETI
| Q4 25 | $1.95 | — | ||
| Q3 25 | $1.95 | $0.48 | ||
| Q2 25 | $1.68 | $0.61 | ||
| Q1 25 | $1.59 | $0.20 | ||
| Q4 24 | $1.86 | $0.62 | ||
| Q3 24 | $1.43 | $0.66 | ||
| Q2 24 | $1.26 | $0.59 | ||
| Q1 24 | $0.98 | $0.18 |
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 | — |
| 总债务越低越好 | $68.8B | — |
| 股东权益账面价值 | $411.1B | $702.6M |
| 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AMZNYETI
| Q4 25 | $123.0B | — | ||
| Q3 25 | $94.2B | — | ||
| Q2 25 | $93.2B | — | ||
| Q1 25 | $94.6B | — | ||
| Q4 24 | $101.2B | — | ||
| Q3 24 | $88.1B | — | ||
| Q2 24 | $89.1B | — | ||
| Q1 24 | $85.1B | — |
总债务AMZNYETI
| Q4 25 | $68.8B | — | ||
| Q3 25 | $55.1B | — | ||
| Q2 25 | $56.1B | — | ||
| Q1 25 | $58.8B | — | ||
| Q4 24 | $58.0B | $72.8M | ||
| Q3 24 | $60.5B | — | ||
| Q2 24 | $62.7B | — | ||
| Q1 24 | $66.9B | — |
股东权益AMZNYETI
| Q4 25 | $411.1B | — | ||
| Q3 25 | $369.6B | $702.6M | ||
| Q2 25 | $333.8B | $802.7M | ||
| Q1 25 | $305.9B | $764.3M | ||
| Q4 24 | $286.0B | $740.1M | ||
| Q3 24 | $259.2B | $770.0M | ||
| Q2 24 | $236.4B | $705.9M | ||
| Q1 24 | $216.7B | $646.9M |
总资产AMZNYETI
| Q4 25 | $818.0B | — | ||
| Q3 25 | $727.9B | $1.3B | ||
| Q2 25 | $682.2B | $1.3B | ||
| Q1 25 | $643.3B | $1.2B | ||
| Q4 24 | $624.9B | $1.3B | ||
| Q3 24 | $584.6B | $1.3B | ||
| Q2 24 | $554.8B | $1.2B | ||
| Q1 24 | $531.0B | $1.1B |
负债/权益比AMZNYETI
| Q4 25 | 0.17× | — | ||
| Q3 25 | 0.15× | — | ||
| Q2 25 | 0.17× | — | ||
| Q1 25 | 0.19× | — | ||
| Q4 24 | 0.20× | 0.10× | ||
| 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 | $100.9M |
| 自由现金流经营现金流 - 资本支出 | $14.9B | $89.1M |
| 自由现金流率自由现金流/营收 | 7.0% | 18.3% |
| 资本支出强度资本支出/营收 | 18.5% | 2.4% |
| 现金转化率经营现金流/净利润 | 2.57× | 2.56× |
| 过去12个月自由现金流最近4个季度 | $7.7B | $265.2M |
8季度趋势，按日历期对齐
经营现金流AMZNYETI
| Q4 25 | $54.5B | — | ||
| Q3 25 | $35.5B | $100.9M | ||
| Q2 25 | $32.5B | $61.2M | ||
| Q1 25 | $17.0B | $-80.3M | ||
| Q4 24 | $45.6B | $225.6M | ||
| Q3 24 | $26.0B | $83.5M | ||
| Q2 24 | $25.3B | $56.0M | ||
| Q1 24 | $19.0B | $-103.7M |
自由现金流AMZNYETI
| Q4 25 | $14.9B | — | ||
| Q3 25 | $430.0M | $89.1M | ||
| Q2 25 | $332.0M | $50.2M | ||
| Q1 25 | $-8.0B | $-89.2M | ||
| Q4 24 | $17.8B | $215.1M | ||
| Q3 24 | $3.4B | $73.8M | ||
| Q2 24 | $7.7B | $45.0M | ||
| Q1 24 | $4.1B | $-114.3M |
自由现金流率AMZNYETI
| Q4 25 | 7.0% | — | ||
| Q3 25 | 0.2% | 18.3% | ||
| Q2 25 | 0.2% | 11.2% | ||
| Q1 25 | -5.1% | -25.4% | ||
| Q4 24 | 9.5% | 39.4% | ||
| Q3 24 | 2.1% | 15.4% | ||
| Q2 24 | 5.2% | 9.7% | ||
| Q1 24 | 2.8% | -33.5% |
资本支出强度AMZNYETI
| Q4 25 | 18.5% | — | ||
| Q3 25 | 19.5% | 2.4% | ||
| Q2 25 | 19.2% | 2.5% | ||
| Q1 25 | 16.1% | 2.5% | ||
| Q4 24 | 14.8% | 1.9% | ||
| Q3 24 | 14.2% | 2.0% | ||
| Q2 24 | 11.9% | 2.4% | ||
| Q1 24 | 10.4% | 3.1% |
现金转化率AMZNYETI
| Q4 25 | 2.57× | — | ||
| Q3 25 | 1.68× | 2.56× | ||
| Q2 25 | 1.79× | 1.20× | ||
| Q1 25 | 0.99× | -4.83× | ||
| Q4 24 | 2.28× | 4.24× | ||
| Q3 24 | 1.69× | 1.48× | ||
| Q2 24 | 1.87× | 1.11× | ||
| Q1 24 | 1.82× | -6.54× |
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% |
YETI
| Drinkware | $263.8M | 54% |
| Coolers And Equipment | $215.4M | 44% |
| Other | $8.6M | 2% |
