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ABERCROMBIE & FITCH CO（ANF）与URBAN OUTFITTERS INC（URBN）财务数据对比。点击上方公司名可切换其他公司
URBAN OUTFITTERS INC的季度营收约是ABERCROMBIE & FITCH CO的1.2倍（$1.5B vs $1.3B）。ABERCROMBIE & FITCH CO净利率更高（8.8% vs 7.6%，领先1.1%）。URBAN OUTFITTERS INC同比增速更快（12.3% vs 6.8%）。ABERCROMBIE & FITCH CO自由现金流更多（$131.8M vs $-22.8M）。过去两年URBAN OUTFITTERS INC的营收复合增速更高（1.4% 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。
URBN是总部位于美国宾夕法尼亚州费城的跨国生活方式零售企业，旗下Urban Outfitters品牌面向年轻消费群体，产品涵盖男女时装、鞋履、美妆个护、配饰、运动服饰装备、家居用品及音乐周边等，业务覆盖美国、英国、加拿大、部分西欧国家、波兰、阿联酋、科威特、卡塔尔等市场。
ANF vs URBN — 直观对比
损益表 — Q4 2026 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $1.5B |
| 净利润 | $113.0M | $116.4M |
| 毛利率 | 62.5% | 36.8% |
| 营业利润率 | 12.0% | 9.4% |
| 净利率 | 8.8% | 7.6% |
| 营收同比 | 6.8% | 12.3% |
| 净利润同比 | -14.4% | 13.1% |
| 每股收益（稀释后） | $2.36 | $1.28 |
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 | $1.5B | ||
| Q3 25 | $1.2B | $1.5B | ||
| Q2 25 | $1.1B | $1.3B | ||
| Q1 25 | $1.6B | $1.6B | ||
| Q4 24 | $1.2B | $1.4B | ||
| Q3 24 | $1.1B | $1.4B | ||
| Q2 24 | $1.0B | $1.2B | ||
| Q1 24 | $1.5B | $1.5B |
| Q4 25 | $113.0M | $116.4M | ||
| Q3 25 | $141.4M | $143.9M | ||
| Q2 25 | $80.4M | $108.3M | ||
| Q1 25 | $187.2M | $120.3M | ||
| Q4 24 | $132.0M | $102.9M | ||
| Q3 24 | $133.2M | $117.5M | ||
| Q2 24 | $113.8M | $61.8M | ||
| Q1 24 | $158.4M | $47.8M |
| Q4 25 | 62.5% | 36.8% | ||
| Q3 25 | 62.6% | 37.6% | ||
| Q2 25 | 62.0% | 36.8% | ||
| Q1 25 | — | 32.3% | ||
| Q4 24 | 65.1% | 36.5% | ||
| Q3 24 | 64.9% | 36.5% | ||
| Q2 24 | 66.4% | 34.0% | ||
| Q1 24 | 62.9% | 29.2% |
| Q4 25 | 12.0% | 9.4% | ||
| Q3 25 | 17.1% | 11.6% | ||
| Q2 25 | 9.3% | 9.6% | ||
| Q1 25 | 16.2% | 7.7% | ||
| Q4 24 | 14.8% | 9.4% | ||
| Q3 24 | 15.5% | 10.7% | ||
| Q2 24 | 12.7% | 6.2% | ||
| Q1 24 | 15.3% | 3.9% |
| Q4 25 | 8.8% | 7.6% | ||
| Q3 25 | 11.7% | 9.6% | ||
| Q2 25 | 7.3% | 8.1% | ||
| Q1 25 | 11.8% | 7.4% | ||
| Q4 24 | 10.9% | 7.6% | ||
| Q3 24 | 11.7% | 8.7% | ||
| Q2 24 | 11.2% | 5.1% | ||
| Q1 24 | 10.9% | 3.2% |
| Q4 25 | $2.36 | $1.28 | ||
| Q3 25 | $2.91 | $1.58 | ||
| Q2 25 | $1.59 | $1.16 | ||
| Q1 25 | $3.55 | $1.27 | ||
| Q4 24 | $2.50 | $1.10 | ||
| Q3 24 | $2.50 | $1.24 | ||
| Q2 24 | $2.14 | $0.65 | ||
| Q1 24 | $2.97 | $0.51 |
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 | $306.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.3B | $2.7B |
| 总资产 | $3.5B | $4.9B |
| 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 | $306.6M | ||
| Q3 25 | $603.5M | $332.2M | ||
| Q2 25 | $607.6M | $189.4M | ||
| Q1 25 | $888.9M | $290.5M | ||
| Q4 24 | $738.9M | $182.5M | ||
| Q3 24 | $738.4M | $209.1M | ||
| Q2 24 | $864.2M | $174.0M | ||
| Q1 24 | $900.9M | $178.3M |
| Q4 25 | $1.3B | $2.7B | ||
| Q3 25 | $1.3B | $2.6B | ||
| Q2 25 | $1.2B | $2.4B | ||
| Q1 25 | $1.3B | $2.5B | ||
| Q4 24 | $1.2B | $2.4B | ||
| Q3 24 | $1.2B | $2.2B | ||
| Q2 24 | $1.1B | $2.2B | ||
| Q1 24 | $1.0B | $2.1B |
| Q4 25 | $3.5B | $4.9B | ||
| Q3 25 | $3.3B | $4.7B | ||
| Q2 25 | $3.1B | $4.5B | ||
| Q1 25 | $3.3B | $4.5B | ||
| Q4 24 | $3.3B | $4.5B | ||
| Q3 24 | $3.0B | $4.3B | ||
| Q2 24 | $3.0B | $4.2B | ||
| Q1 24 | $3.0B | $4.1B |
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 | $61.1M |
| 自由现金流经营现金流 - 资本支出 | $131.8M | $-22.8M |
| 自由现金流率自由现金流/营收 | 10.2% | -1.5% |
| 资本支出强度资本支出/营收 | 5.3% | 5.5% |
| 现金转化率经营现金流/净利润 | 1.77× | 0.53× |
| 过去12个月自由现金流最近4个季度 | $384.5M | $402.7M |
8季度趋势，按日历期对齐
| Q4 25 | $200.1M | $61.1M | ||
| Q3 25 | $116.9M | $218.0M | ||
| Q2 25 | $-4.0M | $33.0M | ||
| Q1 25 | $307.6M | $320.5M | ||
| Q4 24 | $142.6M | $18.5M | ||
| Q3 24 | $165.1M | $105.3M | ||
| Q2 24 | $95.0M | $58.6M | ||
| Q1 24 | $303.3M | $229.2M |
| Q4 25 | $131.8M | $-22.8M | ||
| Q3 25 | $50.7M | $156.6M | ||
| Q2 25 | $-54.8M | $-13.1M | ||
| Q1 25 | $256.8M | $281.9M | ||
| Q4 24 | $92.2M | $-26.6M | ||
| Q3 24 | $122.3M | $47.5M | ||
| Q2 24 | $56.1M | $17.5M | ||
| Q1 24 | $274.1M | $180.6M |
| Q4 25 | 10.2% | -1.5% | ||
| Q3 25 | 4.2% | 10.4% | ||
| Q2 25 | -5.0% | -1.0% | ||
| Q1 25 | 16.2% | 17.2% | ||
| Q4 24 | 7.6% | -2.0% | ||
| Q3 24 | 10.8% | 3.5% | ||
| Q2 24 | 5.5% | 1.5% | ||
| Q1 24 | 18.9% | 12.2% |
| Q4 25 | 5.3% | 5.5% | ||
| Q3 25 | 5.5% | 4.1% | ||
| Q2 25 | 4.6% | 3.5% | ||
| Q1 25 | 3.2% | 2.4% | ||
| Q4 24 | 4.2% | 3.3% | ||
| Q3 24 | 3.8% | 4.3% | ||
| Q2 24 | 3.8% | 3.4% | ||
| Q1 24 | 2.0% | 3.3% |
| Q4 25 | 1.77× | 0.53× | ||
| Q3 25 | 0.83× | 1.52× | ||
| Q2 25 | -0.05× | 0.30× | ||
| Q1 25 | 1.64× | 2.66× | ||
| Q4 24 | 1.08× | 0.18× | ||
| Q3 24 | 1.24× | 0.90× | ||
| Q2 24 | 0.83× | 0.95× | ||
| Q1 24 | 1.91× | 4.80× |
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% |
URBN
| Apparel | $861.4M | 56% |
| Home | $187.0M | 12% |
| Accessories | $182.6M | 12% |
| Subscription Operations | $144.6M | 9% |
| Wholesale Operations | $88.3M | 6% |
| Other | $65.3M | 4% |
