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ABERCROMBIE & FITCH CO(ANF)与DESTINATION XL GROUP, INC.(DXLG)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DESTINATION XL GROUP, INC.的12.7倍($1.3B vs $101.9M)。ABERCROMBIE & FITCH CO净利率更高(8.8% vs -4.0%,领先12.8%)。ABERCROMBIE & FITCH CO同比增速更快(6.8% vs -5.2%)。ABERCROMBIE & FITCH CO自由现金流更多($131.8M vs $-6.0M)。过去两年ABERCROMBIE & FITCH CO的营收复合增速更高(-5.8% vs -13.8%)
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。
Destination XL Group是北美大型男装零售商,主打大码与加肥加大男士服饰,旗下拥有DXL、Casual Male XL两大品牌,在美国全境开设了290家直营门店与 outlet 门店,同时通过dxl.com官网及移动客户端服务美国、加拿大、英国、大中华区等全球多地客户,总部位于美国马萨诸塞州坎顿。
ANF vs DXLG — 直观对比
损益表 — Q4 2026 vs Q4 2026
| 指标 | ||
|---|---|---|
| 营收 | $1.3B | $101.9M |
| 净利润 | $113.0M | $-4.1M |
| 毛利率 | 62.5% | 42.7% |
| 营业利润率 | 12.0% | -5.6% |
| 净利率 | 8.8% | -4.0% |
| 营收同比 | 6.8% | -5.2% |
| 净利润同比 | -14.4% | -128.3% |
| 每股收益(稀释后) | $2.36 | $-0.08 |
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
| Q4 25 | $1.3B | $101.9M | ||
| Q3 25 | $1.2B | $115.5M | ||
| Q2 25 | $1.1B | $105.5M | ||
| Q1 25 | $1.6B | $119.2M | ||
| Q4 24 | $1.2B | $107.5M | ||
| Q3 24 | $1.1B | $124.8M | ||
| Q2 24 | $1.0B | $115.5M | ||
| Q1 24 | $1.5B | $137.1M |
| Q4 25 | $113.0M | $-4.1M | ||
| Q3 25 | $141.4M | $-265.0K | ||
| Q2 25 | $80.4M | $-1.9M | ||
| Q1 25 | $187.2M | $-1.3M | ||
| Q4 24 | $132.0M | $-1.8M | ||
| Q3 24 | $133.2M | $2.4M | ||
| Q2 24 | $113.8M | $3.8M | ||
| Q1 24 | $158.4M | $5.2M |
| Q4 25 | 62.5% | 42.7% | ||
| Q3 25 | 62.6% | 45.2% | ||
| Q2 25 | 62.0% | 45.1% | ||
| Q1 25 | — | 44.4% | ||
| Q4 24 | 65.1% | 45.1% | ||
| Q3 24 | 64.9% | 48.2% | ||
| Q2 24 | 66.4% | 48.2% | ||
| Q1 24 | 62.9% | 47.0% |
| Q4 25 | 12.0% | -5.6% | ||
| Q3 25 | 17.1% | 0.6% | ||
| Q2 25 | 9.3% | -3.3% | ||
| Q1 25 | 16.2% | -1.5% | ||
| Q4 24 | 14.8% | -2.4% | ||
| Q3 24 | 15.5% | 2.5% | ||
| Q2 24 | 12.7% | 4.2% | ||
| Q1 24 | 15.3% | 5.9% |
| Q4 25 | 8.8% | -4.0% | ||
| Q3 25 | 11.7% | -0.2% | ||
| Q2 25 | 7.3% | -1.8% | ||
| Q1 25 | 11.8% | -1.1% | ||
| Q4 24 | 10.9% | -1.7% | ||
| Q3 24 | 11.7% | 1.9% | ||
| Q2 24 | 11.2% | 3.3% | ||
| Q1 24 | 10.9% | 3.8% |
| Q4 25 | $2.36 | $-0.08 | ||
| Q3 25 | $2.91 | $0.00 | ||
| Q2 25 | $1.59 | $-0.04 | ||
| Q1 25 | $3.55 | $-0.02 | ||
| Q4 24 | $2.50 | $-0.03 | ||
| Q3 24 | $2.50 | $0.04 | ||
| Q2 24 | $2.14 | $0.06 | ||
| Q1 24 | $2.97 | $0.08 |
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 | $27.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.3B | $137.2M |
| 总资产 | $3.5B | $401.5M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势,按日历期对齐
| Q4 25 | $631.0M | $27.0M | ||
| Q3 25 | $603.5M | $33.5M | ||
| Q2 25 | $607.6M | $29.1M | ||
| Q1 25 | $888.9M | $48.4M | ||
| Q4 24 | $738.9M | $43.0M | ||
| Q3 24 | $738.4M | $63.2M | ||
| Q2 24 | $864.2M | $53.2M | ||
| Q1 24 | $900.9M | $60.0M |
| Q4 25 | $1.3B | $137.2M | ||
| Q3 25 | $1.3B | $140.9M | ||
| Q2 25 | $1.2B | $140.7M | ||
| Q1 25 | $1.3B | $141.2M | ||
| Q4 24 | $1.2B | $145.5M | ||
| Q3 24 | $1.2B | $157.0M | ||
| Q2 24 | $1.1B | $153.6M | ||
| Q1 24 | $1.0B | $149.0M |
| Q4 25 | $3.5B | $401.5M | ||
| Q3 25 | $3.3B | $408.8M | ||
| Q2 25 | $3.1B | $380.1M | ||
| Q1 25 | $3.3B | $381.0M | ||
| Q4 24 | $3.3B | $381.3M | ||
| Q3 24 | $3.0B | $383.8M | ||
| Q2 24 | $3.0B | $376.6M | ||
| Q1 24 | $3.0B | $357.7M |
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 | $-1.1M |
| 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% | -5.9% |
| 资本支出强度资本支出/营收 | 5.3% | 4.8% |
| 现金转化率经营现金流/净利润 | 1.77× | — |
| 过去12个月自由现金流最近4个季度 | $384.5M | $-11.4M |
8季度趋势,按日历期对齐
| Q4 25 | $200.1M | $-1.1M | ||
| Q3 25 | $116.9M | $9.9M | ||
| Q2 25 | $-4.0M | $-12.0M | ||
| Q1 25 | $307.6M | $17.1M | ||
| Q4 24 | $142.6M | $-3.5M | ||
| Q3 24 | $165.1M | $17.1M | ||
| Q2 24 | $95.0M | $-1.1M | ||
| Q1 24 | $303.3M | $16.5M |
| Q4 25 | $131.8M | $-6.0M | ||
| Q3 25 | $50.7M | $4.6M | ||
| Q2 25 | $-54.8M | $-18.8M | ||
| Q1 25 | $256.8M | $8.8M | ||
| Q4 24 | $92.2M | $-10.1M | ||
| Q3 24 | $122.3M | $10.2M | ||
| Q2 24 | $56.1M | $-7.0M | ||
| Q1 24 | $274.1M | $9.5M |
| Q4 25 | 10.2% | -5.9% | ||
| Q3 25 | 4.2% | 3.9% | ||
| Q2 25 | -5.0% | -17.8% | ||
| Q1 25 | 16.2% | 7.4% | ||
| Q4 24 | 7.6% | -9.4% | ||
| Q3 24 | 10.8% | 8.2% | ||
| Q2 24 | 5.5% | -6.1% | ||
| Q1 24 | 18.9% | 6.9% |
| Q4 25 | 5.3% | 4.8% | ||
| Q3 25 | 5.5% | 4.6% | ||
| Q2 25 | 4.6% | 6.4% | ||
| Q1 25 | 3.2% | 7.0% | ||
| Q4 24 | 4.2% | 6.2% | ||
| Q3 24 | 3.8% | 5.5% | ||
| Q2 24 | 3.8% | 5.1% | ||
| Q1 24 | 2.0% | 5.1% |
| Q4 25 | 1.77× | — | ||
| Q3 25 | 0.83× | — | ||
| Q2 25 | -0.05× | — | ||
| Q1 25 | 1.64× | — | ||
| Q4 24 | 1.08× | — | ||
| Q3 24 | 1.24× | 7.17× | ||
| Q2 24 | 0.83× | -0.30× | ||
| Q1 24 | 1.91× | 3.15× |
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% |
DXLG
| Sales Channel Through Intermediary | $74.5M | 73% |
| Sales Channel Directly To Consumer | $27.3M | 27% |