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Array Technologies, Inc.（ARRY）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Array Technologies, Inc.的1.5倍（$342.1M vs $226.0M），Stitch Fix, Inc.净利率更高（-1.9% vs -64.5%，领先62.6%），Stitch Fix, Inc.同比增速更快（7.3% vs -17.9%），Array Technologies, Inc.自由现金流更多（$36.2M vs $5.6M），过去两年Stitch Fix, Inc.的营收复合增速更高（1.8% vs -6.0%）
ATI科技是原加拿大半导体科技企业，总部位于安大略省万锦市，专注于图形处理器与芯片组的研发，1985年成立，1993年公开上市，2006年被AMD收购。作为全球知名的无晶圆厂半导体厂商，其掌握自研核心技术，生产组装环节采用外包模式。2000年3dfx破产后，ATI成为全球图形芯片领域的核心厂商之一。
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。
ARRY vs SFIX — 直观对比
营收规模更大
SFIX
是对方的1.5倍
$226.0M
营收增速更快
SFIX
高出25.2%
-17.9%
净利率更高
SFIX
高出62.6%
-64.5%
自由现金流更多
ARRY
多$30.6M
$5.6M
两年增速更快
SFIX
近两年复合增速
-6.0%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $226.0M | $342.1M |
| 净利润 | $-145.7M | $-6.4M |
| 毛利率 | 8.6% | 43.6% |
| 营业利润率 | 25.9% | -2.5% |
| 净利率 | -64.5% | -1.9% |
| 营收同比 | -17.9% | 7.3% |
| 净利润同比 | -179.0% | -1.7% |
| 每股收益（稀释后） | $-1.06 | $-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
营收ARRYSFIX
| Q1 26 | $226.0M | — | ||
| Q4 25 | $226.0M | $342.1M | ||
| Q3 25 | $393.5M | $311.2M | ||
| Q2 25 | $362.2M | $325.0M | ||
| Q1 25 | $302.4M | $312.1M | ||
| Q4 24 | $275.2M | $318.8M | ||
| Q3 24 | $231.4M | $319.6M | ||
| Q2 24 | $255.8M | $322.7M |
净利润ARRYSFIX
| Q1 26 | $-145.7M | — | ||
| Q4 25 | — | $-6.4M | ||
| Q3 25 | $33.5M | $-8.6M | ||
| Q2 25 | $43.3M | $-7.4M | ||
| Q1 25 | $16.7M | $-6.5M | ||
| Q4 24 | — | $-6.3M | ||
| Q3 24 | $-141.4M | $-36.5M | ||
| Q2 24 | $25.7M | $-21.3M |
毛利率ARRYSFIX
| Q1 26 | 8.6% | — | ||
| Q4 25 | 8.6% | 43.6% | ||
| Q3 25 | 26.9% | 43.6% | ||
| Q2 25 | 26.8% | 44.2% | ||
| Q1 25 | 25.3% | 44.5% | ||
| Q4 24 | 28.5% | 45.4% | ||
| Q3 24 | 33.8% | 44.6% | ||
| Q2 24 | 33.6% | 45.5% |
营业利润率ARRYSFIX
| Q1 26 | 25.9% | — | ||
| Q4 25 | -65.5% | -2.5% | ||
| Q3 25 | 11.6% | -3.6% | ||
| Q2 25 | 12.8% | -3.0% | ||
| Q1 25 | 9.0% | -2.9% | ||
| Q4 24 | -51.7% | -2.8% | ||
| Q3 24 | -57.3% | -13.1% | ||
| Q2 24 | 15.5% | -7.7% |
净利率ARRYSFIX
| Q1 26 | -64.5% | — | ||
| Q4 25 | — | -1.9% | ||
| Q3 25 | 8.5% | -2.8% | ||
| Q2 25 | 11.9% | -2.3% | ||
| Q1 25 | 5.5% | -2.1% | ||
| Q4 24 | — | -2.0% | ||
| Q3 24 | -61.1% | -11.4% | ||
| Q2 24 | 10.0% | -6.6% |
每股收益（稀释后）ARRYSFIX
| Q1 26 | $-1.06 | — | ||
| Q4 25 | $-1.06 | $-0.05 | ||
| Q3 25 | $0.12 | $-0.06 | ||
| Q2 25 | $0.19 | $-0.06 | ||
| Q1 25 | $0.02 | $-0.05 | ||
| Q4 24 | $-0.94 | $-0.05 | ||
| Q3 24 | $-1.02 | $-0.29 | ||
| Q2 24 | $0.08 | $-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 | $244.4M | $244.2M |
| 总债务越低越好 | $669.0M | — |
| 股东权益账面价值 | $-206.3M | $204.1M |
| 总资产 | $1.5B | $530.7M |
| 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ARRYSFIX
| Q1 26 | $244.4M | — | ||
| Q4 25 | $244.4M | $244.2M | ||
| Q3 25 | $221.5M | $234.9M | ||
| Q2 25 | $377.3M | $234.2M | ||
| Q1 25 | $348.3M | $219.1M | ||
| Q4 24 | $363.0M | $253.3M | ||
| Q3 24 | $332.4M | $247.0M | ||
| Q2 24 | $282.3M | $244.5M |
总债务ARRYSFIX
| Q1 26 | $669.0M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益ARRYSFIX
| Q1 26 | $-206.3M | — | ||
| Q4 25 | $-206.3M | $204.1M | ||
| Q3 25 | $-46.7M | $203.0M | ||
| Q2 25 | $-70.9M | $200.4M | ||
| Q1 25 | $-97.8M | $197.8M | ||
| Q4 24 | $-118.1M | $190.5M | ||
| Q3 24 | $64.5M | $187.0M | ||
| Q2 24 | $200.0M | $208.9M |
总资产ARRYSFIX
| Q1 26 | $1.5B | — | ||
| Q4 25 | $1.5B | $530.7M | ||
| Q3 25 | $1.6B | $480.6M | ||
| Q2 25 | $1.5B | $484.7M | ||
| Q1 25 | $1.4B | $472.6M | ||
| Q4 24 | $1.4B | $507.1M | ||
| Q3 24 | $1.6B | $486.9M | ||
| Q2 24 | $1.7B | $537.0M |
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 | $43.6M | $10.9M |
| 自由现金流经营现金流 - 资本支出 | $36.2M | $5.6M |
| 自由现金流率自由现金流/营收 | 16.0% | 1.6% |
| 资本支出强度资本支出/营收 | — | 1.6% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $131.4M | $4.9M |
8季度趋势，按日历期对齐
经营现金流ARRYSFIX
| Q1 26 | $43.6M | — | ||
| Q4 25 | $43.6M | $10.9M | ||
| Q3 25 | $27.4M | $7.0M | ||
| Q2 25 | $43.8M | $20.5M | ||
| Q1 25 | $-13.1M | $-16.2M | ||
| Q4 24 | $57.6M | $14.3M | ||
| Q3 24 | $44.9M | $8.2M | ||
| Q2 24 | $4.0M | $21.7M |
自由现金流ARRYSFIX
| Q1 26 | $36.2M | — | ||
| Q4 25 | $36.2M | $5.6M | ||
| Q3 25 | $21.9M | $2.8M | ||
| Q2 25 | $37.2M | $16.0M | ||
| Q1 25 | $-15.4M | $-19.4M | ||
| Q4 24 | $55.9M | $9.9M | ||
| Q3 24 | $43.9M | $4.5M | ||
| Q2 24 | $1.8M | $18.9M |
自由现金流率ARRYSFIX
| Q1 26 | 16.0% | — | ||
| Q4 25 | 16.0% | 1.6% | ||
| Q3 25 | 5.6% | 0.9% | ||
| Q2 25 | 10.3% | 4.9% | ||
| Q1 25 | -5.1% | -6.2% | ||
| Q4 24 | 20.3% | 3.1% | ||
| Q3 24 | 19.0% | 1.4% | ||
| Q2 24 | 0.7% | 5.9% |
资本支出强度ARRYSFIX
| Q1 26 | — | — | ||
| Q4 25 | 3.3% | 1.6% | ||
| Q3 25 | 1.4% | 1.4% | ||
| Q2 25 | 1.8% | 1.4% | ||
| Q1 25 | 0.8% | 1.0% | ||
| Q4 24 | 0.6% | 1.4% | ||
| Q3 24 | 0.5% | 1.2% | ||
| Q2 24 | 0.8% | 0.9% |
现金转化率ARRYSFIX
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 0.82× | — | ||
| Q2 25 | 1.01× | — | ||
| Q1 25 | -0.78× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 0.15× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
