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Apple Hospitality REIT, Inc.（APLE）与Stitch Fix, Inc.（SFIX）财务数据对比。点击上方公司名可切换其他公司
Stitch Fix, Inc.的季度营收约是Apple Hospitality REIT, Inc.的1.0倍（$342.1M vs $326.4M），Apple Hospitality REIT, Inc.净利率更高（9.1% vs -1.9%，领先10.9%），Stitch Fix, Inc.同比增速更快（7.3% vs -2.0%），Apple Hospitality REIT, Inc.自由现金流更多（$282.0M vs $5.6M），过去两年Stitch Fix, Inc.的营收复合增速更高（1.8% vs -0.5%）
莱曼 hospitality properties是一家深耕酒店、度假村、娱乐及媒体领域的企业，得名于旗下核心资产——位于田纳西州纳什维尔的国家历史地标莱曼礼堂。公司历史可追溯至曾作为爱德华·盖洛德旗下俄克拉荷马出版公司子公司的时期，1983年收购WSM公司后，拿下大奥普里等知名IP，奠定了如今的业务发展基础。
Stitch Fix是美国的在线个人造型服务平台，依托推荐算法与数据科学技术，根据顾客的身形尺寸、预算和风格偏好推送个性化服饰单品。该公司创立于2011年，2017年完成首次公开募股，目前总部位于旧金山。
APLE vs SFIX — 直观对比
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $326.4M | $342.1M |
| 净利润 | $29.6M | $-6.4M |
| 毛利率 | 37.2% | 43.6% |
| 营业利润率 | 15.2% | -2.5% |
| 净利率 | 9.1% | -1.9% |
| 营收同比 | -2.0% | 7.3% |
| 净利润同比 | -0.7% | -1.7% |
| 每股收益（稀释后） | $0.13 | $-0.05 |
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 | $326.4M | $342.1M | ||
| Q3 25 | $373.9M | $311.2M | ||
| Q2 25 | $384.4M | $325.0M | ||
| Q1 25 | $327.7M | $312.1M | ||
| Q4 24 | $333.0M | $318.8M | ||
| Q3 24 | $378.8M | $319.6M | ||
| Q2 24 | $390.1M | $322.7M | ||
| Q1 24 | $329.5M | $330.4M |
| Q4 25 | $29.6M | $-6.4M | ||
| Q3 25 | $50.9M | $-8.6M | ||
| Q2 25 | $63.6M | $-7.4M | ||
| Q1 25 | $31.2M | $-6.5M | ||
| Q4 24 | $29.8M | $-6.3M | ||
| Q3 24 | $56.3M | $-36.5M | ||
| Q2 24 | $73.9M | $-21.3M | ||
| Q1 24 | $54.0M | $-35.5M |
| Q4 25 | 37.2% | 43.6% | ||
| Q3 25 | 40.6% | 43.6% | ||
| Q2 25 | 42.6% | 44.2% | ||
| Q1 25 | 39.0% | 44.5% | ||
| Q4 24 | 38.6% | 45.4% | ||
| Q3 24 | 41.9% | 44.6% | ||
| Q2 24 | 44.6% | 45.5% | ||
| Q1 24 | 40.1% | 43.4% |
| Q4 25 | 15.2% | -2.5% | ||
| Q3 25 | 19.4% | -3.6% | ||
| Q2 25 | 22.1% | -3.0% | ||
| Q1 25 | 15.5% | -2.9% | ||
| Q4 24 | 15.0% | -2.8% | ||
| Q3 24 | 20.5% | -13.1% | ||
| Q2 24 | 24.0% | -7.7% | ||
| Q1 24 | 21.7% | -11.5% |
| Q4 25 | 9.1% | -1.9% | ||
| Q3 25 | 13.6% | -2.8% | ||
| Q2 25 | 16.6% | -2.3% | ||
| Q1 25 | 9.5% | -2.1% | ||
| Q4 24 | 9.0% | -2.0% | ||
| Q3 24 | 14.9% | -11.4% | ||
| Q2 24 | 19.0% | -6.6% | ||
| Q1 24 | 16.4% | -10.8% |
| Q4 25 | $0.13 | $-0.05 | ||
| Q3 25 | $0.21 | $-0.06 | ||
| Q2 25 | $0.27 | $-0.06 | ||
| Q1 25 | $0.13 | $-0.05 | ||
| Q4 24 | $0.13 | $-0.05 | ||
| Q3 24 | $0.23 | $-0.29 | ||
| Q2 24 | $0.31 | $-0.18 | ||
| Q1 24 | $0.22 | $-0.30 |
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 | $8.5M | $244.2M |
| 总债务越低越好 | $1.5B | — |
| 股东权益账面价值 | $3.1B | $204.1M |
| 总资产 | $4.9B | $530.7M |
| 负债/权益比越低杠杆越低 | 0.49× | — |
8季度趋势，按日历期对齐
| Q4 25 | $8.5M | $244.2M | ||
| Q3 25 | $50.3M | $234.9M | ||
| Q2 25 | $7.9M | $234.2M | ||
| Q1 25 | $14.9M | $219.1M | ||
| Q4 24 | $10.3M | $253.3M | ||
| Q3 24 | $6.1M | $247.0M | ||
| Q2 24 | $7.2M | $244.5M | ||
| Q1 24 | $4.9M | $229.8M |
| Q4 25 | $1.5B | — | ||
| Q3 25 | $1.5B | — | ||
| Q2 25 | $1.5B | — | ||
| Q1 25 | $1.5B | — | ||
| Q4 24 | $1.5B | — | ||
| Q3 24 | $1.5B | — | ||
| Q2 24 | $1.5B | — | ||
| Q1 24 | $1.5B | — |
| Q4 25 | $3.1B | $204.1M | ||
| Q3 25 | $3.2B | $203.0M | ||
| Q2 25 | $3.2B | $200.4M | ||
| Q1 25 | $3.2B | $197.8M | ||
| Q4 24 | $3.3B | $190.5M | ||
| Q3 24 | $3.3B | $187.0M | ||
| Q2 24 | $3.3B | $208.9M | ||
| Q1 24 | $3.3B | $213.3M |
| Q4 25 | $4.9B | $530.7M | ||
| Q3 25 | $4.9B | $480.6M | ||
| Q2 25 | $4.9B | $484.7M | ||
| Q1 25 | $4.9B | $472.6M | ||
| Q4 24 | $5.0B | $507.1M | ||
| Q3 24 | $5.0B | $486.9M | ||
| Q2 24 | $5.1B | $537.0M | ||
| Q1 24 | $5.0B | $538.3M |
| Q4 25 | 0.49× | — | ||
| Q3 25 | 0.47× | — | ||
| Q2 25 | 0.48× | — | ||
| Q1 25 | 0.48× | — | ||
| Q4 24 | 0.45× | — | ||
| Q3 24 | 0.46× | — | ||
| Q2 24 | 0.46× | — | ||
| Q1 24 | 0.45× | — |
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 | $370.2M | $10.9M |
| 自由现金流经营现金流 - 资本支出 | $282.0M | $5.6M |
| 自由现金流率自由现金流/营收 | 86.4% | 1.6% |
| 资本支出强度资本支出/营收 | 27.0% | 1.6% |
| 现金转化率经营现金流/净利润 | 12.50× | — |
| 过去12个月自由现金流最近4个季度 | $516.8M | $4.9M |
8季度趋势，按日历期对齐
| Q4 25 | $370.2M | $10.9M | ||
| Q3 25 | $126.4M | $7.0M | ||
| Q2 25 | $108.8M | $20.5M | ||
| Q1 25 | $49.1M | $-16.2M | ||
| Q4 24 | $405.4M | $14.3M | ||
| Q3 24 | $128.2M | $8.2M | ||
| Q2 24 | $127.3M | $21.7M | ||
| Q1 24 | $54.7M | $-22.3M |
| Q4 25 | $282.0M | $5.6M | ||
| Q3 25 | $109.0M | $2.8M | ||
| Q2 25 | $96.2M | $16.0M | ||
| Q1 25 | $29.5M | $-19.4M | ||
| Q4 24 | $327.1M | $9.9M | ||
| Q3 24 | $113.1M | $4.5M | ||
| Q2 24 | $115.0M | $18.9M | ||
| Q1 24 | $34.4M | $-26.1M |
| Q4 25 | 86.4% | 1.6% | ||
| Q3 25 | 29.2% | 0.9% | ||
| Q2 25 | 25.0% | 4.9% | ||
| Q1 25 | 9.0% | -6.2% | ||
| Q4 24 | 98.2% | 3.1% | ||
| Q3 24 | 29.9% | 1.4% | ||
| Q2 24 | 29.5% | 5.9% | ||
| Q1 24 | 10.4% | -7.9% |
| Q4 25 | 27.0% | 1.6% | ||
| Q3 25 | 4.7% | 1.4% | ||
| Q2 25 | 3.3% | 1.4% | ||
| Q1 25 | 6.0% | 1.0% | ||
| Q4 24 | 23.5% | 1.4% | ||
| Q3 24 | 4.0% | 1.2% | ||
| Q2 24 | 3.2% | 0.9% | ||
| Q1 24 | 6.2% | 1.1% |
| Q4 25 | 12.50× | — | ||
| Q3 25 | 2.49× | — | ||
| Q2 25 | 1.71× | — | ||
| Q1 25 | 1.57× | — | ||
| Q4 24 | 13.59× | — | ||
| Q3 24 | 2.28× | — | ||
| Q2 24 | 1.72× | — | ||
| Q1 24 | 1.01× | — |
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
APLE
| Occupancy | $293.0M | 90% |
| Hotel Other | $17.2M | 5% |
| Food And Beverage | $16.3M | 5% |
SFIX
暂无分部数据
