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ABERCROMBIE & FITCH CO（ANF）与Childrens Place, Inc.（PLCE）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Childrens Place, Inc.的3.8倍（$1.3B vs $339.5M）。ABERCROMBIE & FITCH CO净利率更高（8.8% vs -1.3%，领先10.0%）。ABERCROMBIE & FITCH CO同比增速更快（6.8% vs -13.0%）。ABERCROMBIE & FITCH CO自由现金流更多（$131.8M vs $-3.4M）。过去两年ABERCROMBIE & FITCH CO的营收复合增速更高（-5.8% vs -13.6%）
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。
Children’s Place是专业儿童服饰零售商，产品主要以旗下自有品牌发售，涵盖Gymboree、Sugar & Jade、PJ Place、Crazy 8等。目前该品牌在美国、加拿大、波多黎各共开设约525家门店，同时通过两个线上渠道以及15个国家的5家加盟合作伙伴开展销售，产品涵盖上衣、裙装、鞋履、裤装、睡衣、背包等全品类儿童服饰配件。
ANF vs PLCE — 直观对比
损益表 — Q4 2026 vs Q4 2026
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $339.5M |
| 净利润 | $113.0M | $-4.3M |
| 毛利率 | 62.5% | 33.1% |
| 营业利润率 | 12.0% | 1.1% |
| 净利率 | 8.8% | -1.3% |
| 营收同比 | 6.8% | -13.0% |
| 净利润同比 | -14.4% | -121.5% |
| 每股收益（稀释后） | $2.36 | $-0.19 |
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 | $339.5M | ||
| Q3 25 | $1.2B | $298.0M | ||
| Q2 25 | $1.1B | $242.1M | ||
| Q1 25 | $1.6B | $408.6M | ||
| Q4 24 | $1.2B | $390.2M | ||
| Q3 24 | $1.1B | $319.7M | ||
| Q2 24 | $1.0B | $267.9M | ||
| Q1 24 | $1.5B | $455.0M |
| Q4 25 | $113.0M | $-4.3M | ||
| Q3 25 | $141.4M | $-5.4M | ||
| Q2 25 | $80.4M | $-34.0M | ||
| Q1 25 | $187.2M | $-8.0M | ||
| Q4 24 | $132.0M | $20.1M | ||
| Q3 24 | $133.2M | $-32.1M | ||
| Q2 24 | $113.8M | $-37.8M | ||
| Q1 24 | $158.4M | $-128.8M |
| Q4 25 | 62.5% | 33.1% | ||
| Q3 25 | 62.6% | 34.0% | ||
| Q2 25 | 62.0% | 29.2% | ||
| Q1 25 | — | 28.5% | ||
| Q4 24 | 65.1% | 35.5% | ||
| Q3 24 | 64.9% | 35.0% | ||
| Q2 24 | 66.4% | 34.6% | ||
| Q1 24 | 62.9% | 21.8% |
| Q4 25 | 12.0% | 1.1% | ||
| Q3 25 | 17.1% | 1.4% | ||
| Q2 25 | 9.3% | -10.0% | ||
| Q1 25 | 16.2% | 1.7% | ||
| Q4 24 | 14.8% | 7.5% | ||
| Q3 24 | 15.5% | -6.8% | ||
| Q2 24 | 12.7% | -10.4% | ||
| Q1 24 | 15.3% | -13.6% |
| Q4 25 | 8.8% | -1.3% | ||
| Q3 25 | 11.7% | -1.8% | ||
| Q2 25 | 7.3% | -14.1% | ||
| Q1 25 | 11.8% | -2.0% | ||
| Q4 24 | 10.9% | 5.1% | ||
| Q3 24 | 11.7% | -10.0% | ||
| Q2 24 | 11.2% | -14.1% | ||
| Q1 24 | 10.9% | -28.3% |
| Q4 25 | $2.36 | $-0.19 | ||
| Q3 25 | $2.91 | $-0.24 | ||
| Q2 25 | $1.59 | $-1.57 | ||
| Q1 25 | $3.55 | $-0.60 | ||
| Q4 24 | $2.50 | $1.57 | ||
| Q3 24 | $2.50 | $-2.51 | ||
| Q2 24 | $2.14 | $-2.98 | ||
| Q1 24 | $2.97 | $-10.24 |
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 | $7.3M |
| 总债务越低越好 | — | $107.4M |
| 股东权益账面价值 | $1.3B | $-8.6M |
| 总资产 | $3.5B | $762.5M |
| 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 | $7.3M | ||
| Q3 25 | $603.5M | $7.8M | ||
| Q2 25 | $607.6M | $5.7M | ||
| Q1 25 | $888.9M | $5.3M | ||
| Q4 24 | $738.9M | $5.7M | ||
| Q3 24 | $738.4M | $9.6M | ||
| Q2 24 | $864.2M | $13.0M | ||
| Q1 24 | $900.9M | $13.6M |
| Q4 25 | — | $107.4M | ||
| Q3 25 | — | $107.2M | ||
| Q2 25 | — | $107.0M | ||
| Q1 25 | — | $166.0M | ||
| Q4 24 | — | $165.7M | ||
| Q3 24 | — | $165.4M | ||
| Q2 24 | — | $166.6M | ||
| Q1 24 | — | $49.8M |
| Q4 25 | $1.3B | $-8.6M | ||
| Q3 25 | $1.3B | $-4.9M | ||
| Q2 25 | $1.2B | $1.4M | ||
| Q1 25 | $1.3B | $-59.4M | ||
| Q4 24 | $1.2B | $-49.6M | ||
| Q3 24 | $1.2B | $-68.9M | ||
| Q2 24 | $1.1B | $-34.9M | ||
| Q1 24 | $1.0B | $-9.0M |
| Q4 25 | $3.5B | $762.5M | ||
| Q3 25 | $3.3B | $805.1M | ||
| Q2 25 | $3.1B | $779.6M | ||
| Q1 25 | $3.3B | $747.6M | ||
| Q4 24 | $3.3B | $888.8M | ||
| Q3 24 | $3.0B | $921.4M | ||
| Q2 24 | $3.0B | $848.3M | ||
| Q1 24 | $3.0B | $800.3M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 75.63× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $6.2M |
| 自由现金流经营现金流 - 资本支出 | $131.8M | $-3.4M |
| 自由现金流率自由现金流/营收 | 10.2% | -1.0% |
| 资本支出强度资本支出/营收 | 5.3% | 2.8% |
| 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 | $39.5M |
8季度趋势，按日历期对齐
| Q4 25 | $200.1M | $6.2M | ||
| Q3 25 | $116.9M | $-30.5M | ||
| Q2 25 | $-4.0M | $-43.0M | ||
| Q1 25 | $307.6M | $121.3M | ||
| Q4 24 | $142.6M | $-44.2M | ||
| Q3 24 | $165.1M | $-83.9M | ||
| Q2 24 | $95.0M | $-110.8M | ||
| Q1 24 | $303.3M | $135.4M |
| Q4 25 | $131.8M | $-3.4M | ||
| Q3 25 | $50.7M | $-31.9M | ||
| Q2 25 | $-54.8M | $-46.4M | ||
| Q1 25 | $256.8M | $121.2M | ||
| Q4 24 | $92.2M | $-47.7M | ||
| Q3 24 | $122.3M | $-91.7M | ||
| Q2 24 | $56.1M | $-115.5M | ||
| Q1 24 | $274.1M | $132.2M |
| Q4 25 | 10.2% | -1.0% | ||
| Q3 25 | 4.2% | -10.7% | ||
| Q2 25 | -5.0% | -19.2% | ||
| Q1 25 | 16.2% | 29.7% | ||
| Q4 24 | 7.6% | -12.2% | ||
| Q3 24 | 10.8% | -28.7% | ||
| Q2 24 | 5.5% | -43.1% | ||
| Q1 24 | 18.9% | 29.1% |
| Q4 25 | 5.3% | 2.8% | ||
| Q3 25 | 5.5% | 0.5% | ||
| Q2 25 | 4.6% | 1.4% | ||
| Q1 25 | 3.2% | 0.0% | ||
| Q4 24 | 4.2% | 0.9% | ||
| Q3 24 | 3.8% | 2.4% | ||
| Q2 24 | 3.8% | 1.8% | ||
| Q1 24 | 2.0% | 0.7% |
| Q4 25 | 1.77× | — | ||
| Q3 25 | 0.83× | — | ||
| Q2 25 | -0.05× | — | ||
| Q1 25 | 1.64× | — | ||
| Q4 24 | 1.08× | -2.20× | ||
| Q3 24 | 1.24× | — | ||
| Q2 24 | 0.83× | — | ||
| Q1 24 | 1.91× | — |
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% |
PLCE
| The Childrens Place US | $307.4M | 91% |
| The Childrens Place International | $32.1M | 9% |
| Gift Cards | $1.7M | 1% |
