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ABERCROMBIE & FITCH CO（ANF）与Astrana Health, Inc.（ASTH）财务数据对比。点击上方公司名可切换其他公司
ABERCROMBIE & FITCH CO的季度营收约是Astrana Health, Inc.的1.4倍（$1.3B vs $950.5M），ABERCROMBIE & FITCH CO净利率更高（8.8% vs 0.7%，领先8.1%），Astrana Health, Inc.同比增速更快（42.9% vs 6.8%），ABERCROMBIE & FITCH CO自由现金流更多（$131.8M vs $-6.0M），过去两年Astrana Health, Inc.的营收复合增速更高（53.3% vs -5.8%）
A&F（阿伯克龙比与菲奇）是1892年成立的美国生活方式零售品牌，主打面向20岁出头至45岁左右客群的潮流服饰，总部位于俄亥俄州新奥尔巴尼。旗下运营Abercrombie Kids、Your Personal Best、霍利斯特（Hollister Co.）、Gilly Hicks四个子品牌，全品牌直营门店超780家。
Astrana Health是一家总部位于美国的价值导向型医疗服务提供商，主要服务全美符合联邦医保资格的老年群体，提供上门初级护理、慢性病管理及护理协调服务，致力于提升患者健康水平、降低不必要的医疗支出。
ANF vs ASTH — 直观对比
营收规模更大
ANF
是对方的1.4倍
$950.5M
营收增速更快
ASTH
高出36.1%
6.8%
净利率更高
ANF
高出8.1%
0.7%
自由现金流更多
ANF
多$137.8M
$-6.0M
两年增速更快
ASTH
近两年复合增速
-5.8%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $950.5M |
| 净利润 | $113.0M | $6.6M |
| 毛利率 | 62.5% | — |
| 营业利润率 | 12.0% | 1.9% |
| 净利率 | 8.8% | 0.7% |
| 营收同比 | 6.8% | 42.9% |
| 净利润同比 | -14.4% | 184.4% |
| 每股收益（稀释后） | $2.36 | $0.12 |
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ANFASTH
| Q4 25 | $1.3B | $950.5M | ||
| Q3 25 | $1.2B | $956.0M | ||
| Q2 25 | $1.1B | $654.8M | ||
| Q1 25 | $1.6B | $620.4M | ||
| Q4 24 | $1.2B | $665.2M | ||
| Q3 24 | $1.1B | $478.7M | ||
| Q2 24 | $1.0B | $486.3M | ||
| Q1 24 | $1.5B | $404.4M |
净利润ANFASTH
| Q4 25 | $113.0M | $6.6M | ||
| Q3 25 | $141.4M | $373.0K | ||
| Q2 25 | $80.4M | $9.4M | ||
| Q1 25 | $187.2M | $6.7M | ||
| Q4 24 | $132.0M | $-7.8M | ||
| Q3 24 | $133.2M | $16.1M | ||
| Q2 24 | $113.8M | $19.2M | ||
| Q1 24 | $158.4M | $14.8M |
毛利率ANFASTH
| Q4 25 | 62.5% | — | ||
| Q3 25 | 62.6% | — | ||
| Q2 25 | 62.0% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 65.1% | — | ||
| Q3 24 | 64.9% | — | ||
| Q2 24 | 66.4% | — | ||
| Q1 24 | 62.9% | — |
营业利润率ANFASTH
| Q4 25 | 12.0% | 1.9% | ||
| Q3 25 | 17.1% | 2.0% | ||
| Q2 25 | 9.3% | 3.1% | ||
| Q1 25 | 16.2% | 3.3% | ||
| Q4 24 | 14.8% | 0.1% | ||
| Q3 24 | 15.5% | 5.9% | ||
| Q2 24 | 12.7% | 6.2% | ||
| Q1 24 | 15.3% | 7.5% |
净利率ANFASTH
| Q4 25 | 8.8% | 0.7% | ||
| Q3 25 | 11.7% | 0.0% | ||
| Q2 25 | 7.3% | 1.4% | ||
| Q1 25 | 11.8% | 1.1% | ||
| Q4 24 | 10.9% | -1.2% | ||
| Q3 24 | 11.7% | 3.4% | ||
| Q2 24 | 11.2% | 3.9% | ||
| Q1 24 | 10.9% | 3.7% |
每股收益（稀释后）ANFASTH
| Q4 25 | $2.36 | $0.12 | ||
| Q3 25 | $2.91 | $0.01 | ||
| Q2 25 | $1.59 | $0.19 | ||
| Q1 25 | $3.55 | $0.14 | ||
| Q4 24 | $2.50 | $-0.14 | ||
| Q3 24 | $2.50 | $0.33 | ||
| Q2 24 | $2.14 | $0.40 | ||
| Q1 24 | $2.97 | $0.31 |
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 | $631.0M | $429.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.3B | $779.3M |
| 总资产 | $3.5B | $2.2B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资ANFASTH
| Q4 25 | $631.0M | $429.5M | ||
| Q3 25 | $603.5M | $463.4M | ||
| Q2 25 | $607.6M | $342.1M | ||
| Q1 25 | $888.9M | $260.9M | ||
| Q4 24 | $738.9M | $290.8M | ||
| Q3 24 | $738.4M | $350.3M | ||
| Q2 24 | $864.2M | $327.7M | ||
| Q1 24 | $900.9M | $337.3M |
股东权益ANFASTH
| Q4 25 | $1.3B | $779.3M | ||
| Q3 25 | $1.3B | $775.5M | ||
| Q2 25 | $1.2B | $765.5M | ||
| Q1 25 | $1.3B | $745.4M | ||
| Q4 24 | $1.2B | $712.7M | ||
| Q3 24 | $1.2B | $704.6M | ||
| Q2 24 | $1.1B | $678.9M | ||
| Q1 24 | $1.0B | $653.5M |
总资产ANFASTH
| Q4 25 | $3.5B | $2.2B | ||
| Q3 25 | $3.3B | $2.2B | ||
| Q2 25 | $3.1B | $1.4B | ||
| Q1 25 | $3.3B | $1.3B | ||
| Q4 24 | $3.3B | $1.4B | ||
| Q3 24 | $3.0B | $1.3B | ||
| Q2 24 | $3.0B | $1.3B | ||
| Q1 24 | $3.0B | $1.2B |
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 | $200.1M | $-2.9M |
| 自由现金流经营现金流 - 资本支出 | $131.8M | $-6.0M |
| 自由现金流率自由现金流/营收 | 10.2% | -0.6% |
| 资本支出强度资本支出/营收 | 5.3% | 0.3% |
| 现金转化率经营现金流/净利润 | 1.77× | -0.44× |
| 过去12个月自由现金流最近4个季度 | $384.5M | $104.5M |
8季度趋势，按日历期对齐
经营现金流ANFASTH
| Q4 25 | $200.1M | $-2.9M | ||
| Q3 25 | $116.9M | $10.0M | ||
| Q2 25 | $-4.0M | $90.9M | ||
| Q1 25 | $307.6M | $16.6M | ||
| Q4 24 | $142.6M | $-10.9M | ||
| Q3 24 | $165.1M | $34.0M | ||
| Q2 24 | $95.0M | $23.2M | ||
| Q1 24 | $303.3M | $6.0M |
自由现金流ANFASTH
| Q4 25 | $131.8M | $-6.0M | ||
| Q3 25 | $50.7M | $7.4M | ||
| Q2 25 | $-54.8M | $89.5M | ||
| Q1 25 | $256.8M | $13.6M | ||
| Q4 24 | $92.2M | $-13.5M | ||
| Q3 24 | $122.3M | $31.7M | ||
| Q2 24 | $56.1M | $20.4M | ||
| Q1 24 | $274.1M | $5.6M |
自由现金流率ANFASTH
| Q4 25 | 10.2% | -0.6% | ||
| Q3 25 | 4.2% | 0.8% | ||
| Q2 25 | -5.0% | 13.7% | ||
| Q1 25 | 16.2% | 2.2% | ||
| Q4 24 | 7.6% | -2.0% | ||
| Q3 24 | 10.8% | 6.6% | ||
| Q2 24 | 5.5% | 4.2% | ||
| Q1 24 | 18.9% | 1.4% |
资本支出强度ANFASTH
| Q4 25 | 5.3% | 0.3% | ||
| Q3 25 | 5.5% | 0.3% | ||
| Q2 25 | 4.6% | 0.2% | ||
| Q1 25 | 3.2% | 0.5% | ||
| Q4 24 | 4.2% | 0.4% | ||
| Q3 24 | 3.8% | 0.5% | ||
| Q2 24 | 3.8% | 0.6% | ||
| Q1 24 | 2.0% | 0.1% |
现金转化率ANFASTH
| Q4 25 | 1.77× | -0.44× | ||
| Q3 25 | 0.83× | 26.69× | ||
| Q2 25 | -0.05× | 9.65× | ||
| Q1 25 | 1.64× | 2.48× | ||
| Q4 24 | 1.08× | — | ||
| Q3 24 | 1.24× | 2.11× | ||
| Q2 24 | 0.83× | 1.21× | ||
| Q1 24 | 1.91× | 0.40× |
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
ANF
| Hollister | $673.3M | 52% |
| Abercrombie | $617.3M | 48% |
| Gift Card | $25.7M | 2% |
| Royalty | $19.5M | 2% |
ASTH
| Medicare | $542.4M | 57% |
| Commercial | $99.1M | 10% |
| Care Delivery | $92.1M | 10% |
| Care Enablement | $78.9M | 8% |
| Other Third Parties | $58.0M | 6% |
| Health Care Patient Service | $39.8M | 4% |
| Health Care Other | $25.5M | 3% |
| Other | $12.1M | 1% |
| Management Service | $10.3M | 1% |
