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Academy Sports & Outdoors, Inc.（ASO）与FRESH DEL MONTE PRODUCE INC（FDP）财务数据对比。点击上方公司名可切换其他公司
Academy Sports & Outdoors, Inc.的季度营收约是FRESH DEL MONTE PRODUCE INC的1.4倍（$1.4B vs $1.0B），Academy Sports & Outdoors, Inc.净利率更高（5.2% vs 3.2%，领先2.0%），Academy Sports & Outdoors, Inc.同比增速更快（3.0% vs 0.6%），Academy Sports & Outdoors, Inc.自由现金流更多（$-13.6M vs $-17.2M），过去两年FRESH DEL MONTE PRODUCE INC的营收复合增速更高（-4.1% vs -12.2%）
Academy Sports & Outdoors是美国知名的运动户外用品连锁零售商，总部位于得克萨斯州哈里斯县，临近休斯顿。品牌曾由戈奇曼家族私有运营74年，2011年被私募机构KKR收购，2020年10月于纳斯达克挂牌上市，旗下门店主营各类运动装备、户外休闲用品等品类。
鲜德尔蒙农产品公司是全球领先的垂直一体化生鲜及鲜切果蔬、加工果蔬生产、分销及营销企业，注册地位于开曼群岛乔治敦，美国行政总部设在佛罗里达州科勒尔盖布尔斯塞维利亚大道241号。
ASO vs FDP — 直观对比
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $1.0B |
| 净利润 | $71.6M | $32.3M |
| 毛利率 | 35.7% | 10.4% |
| 营业利润率 | 7.3% | 4.5% |
| 净利率 | 5.2% | 3.2% |
| 营收同比 | 3.0% | 0.6% |
| 净利润同比 | 8.8% | 59.1% |
| 每股收益（稀释后） | $1.05 | $0.67 |
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 | $1.4B | $1.0B | ||
| Q3 25 | $1.6B | $1.0B | ||
| Q2 25 | $1.4B | $1.2B | ||
| Q1 25 | $1.7B | $1.1B | ||
| Q4 24 | $1.3B | $1.0B | ||
| Q3 24 | $1.5B | $1.0B | ||
| Q2 24 | $1.4B | $1.1B | ||
| Q1 24 | $1.8B | $1.1B |
| Q4 25 | $71.6M | $32.3M | ||
| Q3 25 | $125.4M | $-29.1M | ||
| Q2 25 | $46.1M | $56.8M | ||
| Q1 25 | $133.6M | $31.1M | ||
| Q4 24 | $65.8M | $20.3M | ||
| Q3 24 | $142.6M | $42.1M | ||
| Q2 24 | $76.5M | $53.6M | ||
| Q1 24 | $168.2M | $26.1M |
| Q4 25 | 35.7% | 10.4% | ||
| Q3 25 | 36.0% | 7.9% | ||
| Q2 25 | 34.0% | 10.2% | ||
| Q1 25 | 32.2% | 8.4% | ||
| Q4 24 | 34.0% | 6.8% | ||
| Q3 24 | 36.1% | 9.2% | ||
| Q2 24 | 33.4% | 9.9% | ||
| Q1 24 | 33.3% | 7.4% |
| Q4 25 | 7.3% | 4.5% | ||
| Q3 25 | 10.8% | -2.1% | ||
| Q2 25 | 5.1% | 5.8% | ||
| Q1 25 | 9.2% | 4.1% | ||
| Q4 24 | 6.8% | 3.0% | ||
| Q3 24 | 12.3% | 5.3% | ||
| Q2 24 | 7.5% | 6.0% | ||
| Q1 24 | 11.4% | 4.0% |
| Q4 25 | 5.2% | 3.2% | ||
| Q3 25 | 7.8% | -2.8% | ||
| Q2 25 | 3.4% | 4.8% | ||
| Q1 25 | 8.0% | 2.8% | ||
| Q4 24 | 4.9% | 2.0% | ||
| Q3 24 | 9.2% | 4.1% | ||
| Q2 24 | 5.6% | 4.7% | ||
| Q1 24 | 9.4% | 2.4% |
| Q4 25 | $1.05 | $0.67 | ||
| Q3 25 | $1.85 | $-0.61 | ||
| Q2 25 | $0.68 | $1.18 | ||
| Q1 25 | $1.85 | $0.64 | ||
| Q4 24 | $0.92 | $0.41 | ||
| Q3 24 | $1.95 | $0.88 | ||
| Q2 24 | $1.01 | $1.12 | ||
| Q1 24 | $2.19 | $0.55 |
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 | $289.5M | $35.7M |
| 总债务越低越好 | — | $176.2M |
| 股东权益账面价值 | $2.1B | $2.0B |
| 总资产 | $5.4B | $3.1B |
| 负债/权益比越低杠杆越低 | — | 0.09× |
8季度趋势，按日历期对齐
| Q4 25 | $289.5M | $35.7M | ||
| Q3 25 | $300.9M | $97.2M | ||
| Q2 25 | $285.1M | $85.5M | ||
| Q1 25 | $288.9M | $34.4M | ||
| Q4 24 | $296.0M | $32.6M | ||
| Q3 24 | $324.6M | $50.8M | ||
| Q2 24 | $378.1M | $37.8M | ||
| Q1 24 | $347.9M | $42.2M |
| Q4 25 | — | $176.2M | ||
| Q3 25 | — | $176.7M | ||
| Q2 25 | — | $205.2M | ||
| Q1 25 | — | $237.4M | ||
| Q4 24 | — | $248.9M | ||
| Q3 24 | — | $274.8M | ||
| Q2 24 | — | $290.4M | ||
| Q1 24 | — | $405.8M |
| Q4 25 | $2.1B | $2.0B | ||
| Q3 25 | $2.1B | $2.0B | ||
| Q2 25 | $1.9B | $2.1B | ||
| Q1 25 | $2.0B | $2.0B | ||
| Q4 24 | $2.0B | $2.0B | ||
| Q3 24 | $2.0B | $2.0B | ||
| Q2 24 | $1.9B | $2.0B | ||
| Q1 24 | $2.0B | $1.9B |
| Q4 25 | $5.4B | $3.1B | ||
| Q3 25 | $5.3B | $3.1B | ||
| Q2 25 | $5.2B | $3.2B | ||
| Q1 25 | $4.9B | $3.2B | ||
| Q4 24 | $5.1B | $3.1B | ||
| Q3 24 | $4.9B | $3.2B | ||
| Q2 24 | $4.9B | $3.1B | ||
| Q1 24 | $4.7B | $3.2B |
| Q4 25 | — | 0.09× | ||
| Q3 25 | — | 0.09× | ||
| Q2 25 | — | 0.10× | ||
| Q1 25 | — | 0.12× | ||
| Q4 24 | — | 0.13× | ||
| Q3 24 | — | 0.14× | ||
| Q2 24 | — | 0.15× | ||
| Q1 24 | — | 0.21× |
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 | $49.0M | $10.9M |
| 自由现金流经营现金流 - 资本支出 | $-13.6M | $-17.2M |
| 自由现金流率自由现金流/营收 | -1.0% | -1.7% |
| 资本支出强度资本支出/营收 | 4.5% | 2.8% |
| 现金转化率经营现金流/净利润 | 0.68× | 0.34× |
| 过去12个月自由现金流最近4个季度 | $191.4M | $181.3M |
8季度趋势，按日历期对齐
| Q4 25 | $49.0M | $10.9M | ||
| Q3 25 | $78.6M | $75.0M | ||
| Q2 25 | $157.5M | $113.1M | ||
| Q1 25 | $140.2M | $46.1M | ||
| Q4 24 | $96.9M | $-4.7M | ||
| Q3 24 | $91.3M | $43.5M | ||
| Q2 24 | $199.7M | $125.0M | ||
| Q1 24 | $234.7M | $18.7M |
| Q4 25 | $-13.6M | $-17.2M | ||
| Q3 25 | $21.8M | $60.9M | ||
| Q2 25 | $106.6M | $101.5M | ||
| Q1 25 | $76.4M | $36.1M | ||
| Q4 24 | $34.4M | $-22.3M | ||
| Q3 24 | $50.1M | $30.1M | ||
| Q2 24 | $167.4M | $117.0M | ||
| Q1 24 | $178.9M | $6.0M |
| Q4 25 | -1.0% | -1.7% | ||
| Q3 25 | 1.4% | 6.0% | ||
| Q2 25 | 7.9% | 8.6% | ||
| Q1 25 | 4.6% | 3.3% | ||
| Q4 24 | 2.6% | -2.2% | ||
| Q3 24 | 3.2% | 3.0% | ||
| Q2 24 | 12.3% | 10.3% | ||
| Q1 24 | 10.0% | 0.5% |
| Q4 25 | 4.5% | 2.8% | ||
| Q3 25 | 3.5% | 1.4% | ||
| Q2 25 | 3.8% | 1.0% | ||
| Q1 25 | 3.8% | 0.9% | ||
| Q4 24 | 4.6% | 1.7% | ||
| Q3 24 | 2.7% | 1.3% | ||
| Q2 24 | 2.4% | 0.7% | ||
| Q1 24 | 3.1% | 1.1% |
| Q4 25 | 0.68× | 0.34× | ||
| Q3 25 | 0.63× | — | ||
| Q2 25 | 3.42× | 1.99× | ||
| Q1 25 | 1.05× | 1.48× | ||
| Q4 24 | 1.47× | -0.23× | ||
| Q3 24 | 0.64× | 1.03× | ||
| Q2 24 | 2.61× | 2.33× | ||
| Q1 24 | 1.40× | 0.72× |
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
ASO
| Outdoors | $445.1M | 32% |
| Apparel | $349.8M | 25% |
| Footwear | $292.4M | 21% |
| Sports And Recreation | $288.7M | 21% |
| Other | $7.6M | 1% |
FDP
| Other | $482.7M | 47% |
| Gold Pineapples | $184.9M | 18% |
| Fresh Cut Fruit | $126.4M | 12% |
| Fresh Cut Vegetables | $69.3M | 7% |
| Avocados | $66.9M | 7% |
| Other Fruit Productsand Services | $26.1M | 3% |
| Non Tropical Fruit | $23.0M | 2% |
| Melons | $20.6M | 2% |
| Vegetables | $19.6M | 2% |
