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American Outdoor Brands, Inc.(AOUT)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
YETI Holdings, Inc.的季度营收约是American Outdoor Brands, Inc.的8.5倍($487.8M vs $57.2M)。YETI Holdings, Inc.净利率更高(8.1% vs 3.6%,领先4.4%)。YETI Holdings, Inc.同比增速更快(1.9% vs -5.0%)。YETI Holdings, Inc.自由现金流更多($89.1M vs $-14.1M)。过去两年American Outdoor Brands, Inc.的营收复合增速更高(3.5% vs -3.1%)
Deckers Brands(原Deckers Outdoor Corporation)是美国鞋履设计与分销企业,1973年成立,总部位于加利福尼亚州戈利塔,由道格·奥托与卡尔·F·洛普克创立,旗下拥有UGG、Teva、Hoka等多个知名品牌。
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。
AOUT vs YETI — 直观对比
营收规模更大
YETI
是对方的8.5倍
$57.2M
营收增速更快
YETI
高出7.0%
-5.0%
净利率更高
YETI
高出4.4%
3.6%
自由现金流更多
YETI
多$103.2M
$-14.1M
两年增速更快
AOUT
近两年复合增速
-3.1%
损益表 — Q2 2026 vs Q3 2026
| 指标 | ||
|---|---|---|
| 营收 | $57.2M | $487.8M |
| 净利润 | $2.1M | $39.4M |
| 毛利率 | 45.6% | 55.9% |
| 营业利润率 | 3.7% | 11.1% |
| 净利率 | 3.6% | 8.1% |
| 营收同比 | -5.0% | 1.9% |
| 净利润同比 | -33.3% | -30.0% |
| 每股收益(稀释后) | $0.16 | $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
AOUT
YETI
| Q4 25 | $57.2M | — | ||
| Q3 25 | $29.7M | $487.8M | ||
| Q2 25 | $61.9M | $445.9M | ||
| Q1 25 | $58.5M | $351.1M | ||
| Q4 24 | $60.2M | $546.5M | ||
| Q3 24 | $41.6M | $478.4M | ||
| Q2 24 | $46.3M | $463.5M | ||
| Q1 24 | $53.4M | $341.4M |
净利润
AOUT
YETI
| Q4 25 | $2.1M | — | ||
| Q3 25 | $-6.8M | $39.4M | ||
| Q2 25 | $-992.0K | $51.2M | ||
| Q1 25 | $169.0K | $16.6M | ||
| Q4 24 | $3.1M | $53.2M | ||
| Q3 24 | $-2.4M | $56.3M | ||
| Q2 24 | $-5.3M | $50.4M | ||
| Q1 24 | $-2.9M | $15.9M |
毛利率
AOUT
YETI
| Q4 25 | 45.6% | — | ||
| Q3 25 | 46.7% | 55.9% | ||
| Q2 25 | 40.9% | 57.8% | ||
| Q1 25 | 44.7% | 57.4% | ||
| Q4 24 | 48.0% | 59.7% | ||
| Q3 24 | 45.4% | 58.0% | ||
| Q2 24 | 41.9% | 57.0% | ||
| Q1 24 | 42.7% | 57.1% |
营业利润率
AOUT
YETI
| Q4 25 | 3.7% | — | ||
| Q3 25 | -23.0% | 11.1% | ||
| Q2 25 | -1.5% | 13.9% | ||
| Q1 25 | 0.5% | 6.2% | ||
| Q4 24 | 5.1% | 15.1% | ||
| Q3 24 | -6.2% | 14.6% | ||
| Q2 24 | -11.9% | 14.5% | ||
| Q1 24 | -5.4% | 7.6% |
净利率
AOUT
YETI
| Q4 25 | 3.6% | — | ||
| Q3 25 | -23.0% | 8.1% | ||
| Q2 25 | -1.6% | 11.5% | ||
| Q1 25 | 0.3% | 4.7% | ||
| Q4 24 | 5.2% | 9.7% | ||
| Q3 24 | -5.7% | 11.8% | ||
| Q2 24 | -11.5% | 10.9% | ||
| Q1 24 | -5.4% | 4.6% |
每股收益(稀释后)
AOUT
YETI
| Q4 25 | $0.16 | — | ||
| Q3 25 | $-0.54 | $0.48 | ||
| Q2 25 | $-0.08 | $0.61 | ||
| Q1 25 | $0.01 | $0.20 | ||
| Q4 24 | $0.24 | $0.62 | ||
| Q3 24 | $-0.18 | $0.66 | ||
| Q2 24 | $-0.41 | $0.59 | ||
| Q1 24 | $-0.23 | $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 | $3.1M | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $170.4M | $702.6M |
| 总资产 | $240.9M | $1.3B |
| 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
AOUT
YETI
| Q4 25 | $3.1M | — | ||
| Q3 25 | $17.8M | — | ||
| Q2 25 | $23.4M | — | ||
| Q1 25 | $17.1M | — | ||
| Q4 24 | $14.2M | — | ||
| Q3 24 | $23.5M | — | ||
| Q2 24 | $29.7M | — | ||
| Q1 24 | $15.9M | — |
总债务
AOUT
YETI
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $72.8M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益
AOUT
YETI
| Q4 25 | $170.4M | — | ||
| Q3 25 | $167.8M | $702.6M | ||
| Q2 25 | $177.6M | $802.7M | ||
| Q1 25 | $178.7M | $764.3M | ||
| Q4 24 | $178.9M | $740.1M | ||
| Q3 24 | $175.7M | $770.0M | ||
| Q2 24 | $177.9M | $705.9M | ||
| Q1 24 | $182.4M | $646.9M |
总资产
AOUT
YETI
| Q4 25 | $240.9M | — | ||
| Q3 25 | $241.9M | $1.3B | ||
| Q2 25 | $246.4M | $1.3B | ||
| Q1 25 | $245.9M | $1.2B | ||
| Q4 24 | $254.1M | $1.3B | ||
| Q3 24 | $244.8M | $1.3B | ||
| Q2 24 | $240.6M | $1.2B | ||
| Q1 24 | $239.1M | $1.1B |
负债/权益比
AOUT
YETI
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.10× | ||
| 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 | $-13.3M | $100.9M |
| 自由现金流经营现金流 - 资本支出 | $-14.1M | $89.1M |
| 自由现金流率自由现金流/营收 | -24.6% | 18.3% |
| 资本支出强度资本支出/营收 | 1.3% | 2.4% |
| 现金转化率经营现金流/净利润 | -6.41× | 2.56× |
| 过去12个月自由现金流最近4个季度 | $-4.7M | $265.2M |
8季度趋势,按日历期对齐
经营现金流
AOUT
YETI
| Q4 25 | $-13.3M | — | ||
| Q3 25 | $-1.7M | $100.9M | ||
| Q2 25 | $7.8M | $61.2M | ||
| Q1 25 | $5.9M | $-80.3M | ||
| Q4 24 | $-7.9M | $225.6M | ||
| Q3 24 | $-4.4M | $83.5M | ||
| Q2 24 | $14.7M | $56.0M | ||
| Q1 24 | $13.0M | $-103.7M |
自由现金流
AOUT
YETI
| Q4 25 | $-14.1M | — | ||
| Q3 25 | $-2.0M | $89.1M | ||
| Q2 25 | $7.2M | $50.2M | ||
| Q1 25 | $4.2M | $-89.2M | ||
| Q4 24 | $-8.0M | $215.1M | ||
| Q3 24 | $-5.2M | $73.8M | ||
| Q2 24 | $14.2M | $45.0M | ||
| Q1 24 | $9.7M | $-114.3M |
自由现金流率
AOUT
YETI
| Q4 25 | -24.6% | — | ||
| Q3 25 | -6.7% | 18.3% | ||
| Q2 25 | 11.6% | 11.2% | ||
| Q1 25 | 7.2% | -25.4% | ||
| Q4 24 | -13.3% | 39.4% | ||
| Q3 24 | -12.5% | 15.4% | ||
| Q2 24 | 30.6% | 9.7% | ||
| Q1 24 | 18.2% | -33.5% |
资本支出强度
AOUT
YETI
| Q4 25 | 1.3% | — | ||
| Q3 25 | 1.0% | 2.4% | ||
| Q2 25 | 0.9% | 2.5% | ||
| Q1 25 | 2.9% | 2.5% | ||
| Q4 24 | 0.1% | 1.9% | ||
| Q3 24 | 2.0% | 2.0% | ||
| Q2 24 | 1.1% | 2.4% | ||
| Q1 24 | 6.2% | 3.1% |
现金转化率
AOUT
YETI
| Q4 25 | -6.41× | — | ||
| Q3 25 | — | 2.56× | ||
| Q2 25 | — | 1.20× | ||
| Q1 25 | 34.86× | -4.83× | ||
| Q4 24 | -2.55× | 4.24× | ||
| Q3 24 | — | 1.48× | ||
| Q2 24 | — | 1.11× | ||
| Q1 24 | — | -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
AOUT
| Traditional Channels Net Sales | $36.8M | 64% |
| E Commerce Channels Net Sales | $20.4M | 36% |
YETI
| Drinkware | $263.8M | 54% |
| Coolers And Equipment | $215.4M | 44% |
| Other | $8.6M | 2% |