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亚玛芬体育（AS）与Champion Homes, Inc.（SKY）财务数据对比。点击上方公司名可切换其他公司
亚玛芬体育的季度营收约是Champion Homes, Inc.的1.6倍（$1.1B vs $656.6M），Champion Homes, Inc.净利率更高（8.3% vs 1.8%，领先6.5%），Champion Homes, Inc.自由现金流更多（$92.9M vs $92.2M）
亚玛芬体育是芬兰跨国运动装备企业，总部位于赫尔辛基，成立于1950年。早年为涉足烟草贸易、航运、出版等领域的多元化工业集团，后逐步转型专注于体育用品的生产与营销，现有员工超9700人，2018年起成为中国安踏体育旗下子公司。
Champion Homes, Inc.是移动及模块化住宅制造企业，为北美头部模块化住宅建造商之一，业务覆盖美国及加拿大西部地区，提供工厂预制住宅产品，可满足不同场景的居住需求，凭借工业化生产优势保障住房品质与交付效率。
AS vs SKY — 直观对比
营收规模更大
AS
是对方的1.6倍
$656.6M
净利率更高
SKY
高出6.5%
1.8%
自由现金流更多
SKY
多$690.0K
$92.2M
损益表 — Q1 FY2024 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $656.6M |
| 净利润 | $19.0M | $54.3M |
| 毛利率 | 52.8% | 26.2% |
| 营业利润率 | 12.4% | 9.5% |
| 净利率 | 1.8% | 8.3% |
| 营收同比 | — | 1.8% |
| 净利润同比 | — | -11.7% |
| 每股收益（稀释后） | $0.05 | $0.97 |
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ASSKY
| Q4 25 | — | $656.6M | ||
| Q3 25 | — | $684.4M | ||
| Q2 25 | — | $701.3M | ||
| Q1 25 | — | $593.9M | ||
| Q4 24 | — | $644.9M | ||
| Q3 24 | — | $616.9M | ||
| Q2 24 | — | $627.8M | ||
| Q1 24 | $1.1B | $536.4M |
净利润ASSKY
| Q4 25 | — | $54.3M | ||
| Q3 25 | — | $58.2M | ||
| Q2 25 | — | $64.7M | ||
| Q1 25 | — | $36.3M | ||
| Q4 24 | — | $61.5M | ||
| Q3 24 | — | $54.7M | ||
| Q2 24 | — | $45.8M | ||
| Q1 24 | $19.0M | $2.8M |
毛利率ASSKY
| Q4 25 | — | 26.2% | ||
| Q3 25 | — | 27.5% | ||
| Q2 25 | — | 27.1% | ||
| Q1 25 | — | 25.7% | ||
| Q4 24 | — | 28.1% | ||
| Q3 24 | — | 27.0% | ||
| Q2 24 | — | 26.2% | ||
| Q1 24 | 52.8% | 18.3% |
营业利润率ASSKY
| Q4 25 | — | 9.5% | ||
| Q3 25 | — | 10.9% | ||
| Q2 25 | — | 11.2% | ||
| Q1 25 | — | 7.1% | ||
| Q4 24 | — | 11.3% | ||
| Q3 24 | — | 10.8% | ||
| Q2 24 | — | 8.8% | ||
| Q1 24 | 12.4% | 1.4% |
净利率ASSKY
| Q4 25 | — | 8.3% | ||
| Q3 25 | — | 8.5% | ||
| Q2 25 | — | 9.2% | ||
| Q1 25 | — | 6.1% | ||
| Q4 24 | — | 9.5% | ||
| Q3 24 | — | 8.9% | ||
| Q2 24 | — | 7.3% | ||
| Q1 24 | 1.8% | 0.5% |
每股收益（稀释后）ASSKY
| Q4 25 | — | $0.97 | ||
| Q3 25 | — | $1.03 | ||
| Q2 25 | — | $1.13 | ||
| Q1 25 | — | $0.63 | ||
| Q4 24 | — | $1.06 | ||
| Q3 24 | — | $0.94 | ||
| Q2 24 | — | $0.79 | ||
| Q1 24 | $0.05 | $0.04 |
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 | — | $659.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $1.6B |
| 总资产 | — | $2.1B |
| 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ASSKY
| Q4 25 | — | $659.8M | ||
| Q3 25 | — | $618.7M | ||
| Q2 25 | — | $605.3M | ||
| Q1 25 | — | $610.3M | ||
| Q4 24 | — | $581.8M | ||
| Q3 24 | — | $570.2M | ||
| Q2 24 | — | $548.9M | ||
| Q1 24 | — | $495.1M |
股东权益ASSKY
| Q4 25 | — | $1.6B | ||
| Q3 25 | — | $1.6B | ||
| Q2 25 | — | $1.6B | ||
| Q1 25 | — | $1.5B | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | — | $1.5B | ||
| Q2 24 | — | $1.5B | ||
| Q1 24 | — | $1.4B |
总资产ASSKY
| Q4 25 | — | $2.1B | ||
| Q3 25 | — | $2.1B | ||
| Q2 25 | — | $2.1B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | — | $2.0B | ||
| Q2 24 | — | $2.0B | ||
| Q1 24 | — | $1.9B |
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 | $114.3M | $100.0M |
| 自由现金流经营现金流 - 资本支出 | $92.2M | $92.9M |
| 自由现金流率自由现金流/营收 | 8.8% | 14.1% |
| 资本支出强度资本支出/营收 | 2.1% | 1.1% |
| 现金转化率经营现金流/净利润 | 6.02× | 1.84× |
| 过去12个月自由现金流最近4个季度 | — | $259.7M |
8季度趋势，按日历期对齐
经营现金流ASSKY
| Q4 25 | — | $100.0M | ||
| Q3 25 | — | $75.9M | ||
| Q2 25 | — | $75.3M | ||
| Q1 25 | — | $46.0M | ||
| Q4 24 | — | $50.4M | ||
| Q3 24 | — | $59.8M | ||
| Q2 24 | — | $84.6M | ||
| Q1 24 | $114.3M | — |
自由现金流ASSKY
| Q4 25 | — | $92.9M | ||
| Q3 25 | — | $67.0M | ||
| Q2 25 | — | $66.4M | ||
| Q1 25 | — | $33.4M | ||
| Q4 24 | — | $37.3M | ||
| Q3 24 | — | $45.7M | ||
| Q2 24 | — | $73.9M | ||
| Q1 24 | $92.2M | — |
自由现金流率ASSKY
| Q4 25 | — | 14.1% | ||
| Q3 25 | — | 9.8% | ||
| Q2 25 | — | 9.5% | ||
| Q1 25 | — | 5.6% | ||
| Q4 24 | — | 5.8% | ||
| Q3 24 | — | 7.4% | ||
| Q2 24 | — | 11.8% | ||
| Q1 24 | 8.8% | — |
资本支出强度ASSKY
| Q4 25 | — | 1.1% | ||
| Q3 25 | — | 1.3% | ||
| Q2 25 | — | 1.3% | ||
| Q1 25 | — | 2.1% | ||
| Q4 24 | — | 2.0% | ||
| Q3 24 | — | 2.3% | ||
| Q2 24 | — | 1.7% | ||
| Q1 24 | 2.1% | — |
现金转化率ASSKY
| Q4 25 | — | 1.84× | ||
| Q3 25 | — | 1.30× | ||
| Q2 25 | — | 1.16× | ||
| Q1 25 | — | 1.27× | ||
| Q4 24 | — | 0.82× | ||
| Q3 24 | — | 1.09× | ||
| Q2 24 | — | 1.85× | ||
| Q1 24 | 6.02× | — |
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
AS
| Americas2 | $409.6M | 39% |
| EMEA1 | $356.9M | 34% |
| Greater China3 | $205.6M | 20% |
| Asia Pacific4 | $78.2M | 7% |
SKY
| Manufacturing | $369.7M | 56% |
| Retail | $252.7M | 38% |
| Canadian Factory Built Housing | $25.8M | 4% |
| Transportation And Other | $8.5M | 1% |
