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Academy Sports & Outdoors, Inc.（ASO）与IES Holdings, Inc.（IESC）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IES Holdings, Inc.的1.6倍（$1.4B vs $871.0M），IES Holdings, Inc.净利率更高（10.5% vs 5.2%，领先5.4%），IES Holdings, Inc.同比增速更快（16.2% vs 3.0%），Academy Sports & Outdoors, Inc.自由现金流更多（$-13.6M vs $-18.9M），过去两年IES Holdings, Inc.的营收复合增速更高（11.1% 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。
IES Holdings, Inc.前身为Integrated Electrical Services, Inc.，主营业务为集成电气及技术系统的设计与安装，同时面向数据中心、住宅、商业和工业设施等多元终端市场提供基础设施类产品及相关服务。
ASO vs IESC — 直观对比
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $871.0M |
| 净利润 | $71.6M | $91.8M |
| 毛利率 | 35.7% | 25.3% |
| 营业利润率 | 7.3% | 11.2% |
| 净利率 | 5.2% | 10.5% |
| 营收同比 | 3.0% | 16.2% |
| 净利润同比 | 8.8% | 59.1% |
| 每股收益（稀释后） | $1.05 | $4.51 |
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 | $871.0M | ||
| Q3 25 | $1.6B | $897.8M | ||
| Q2 25 | $1.4B | $890.2M | ||
| Q1 25 | $1.7B | $834.0M | ||
| Q4 24 | $1.3B | $749.5M | ||
| Q3 24 | $1.5B | $775.8M | ||
| Q2 24 | $1.4B | $768.4M | ||
| Q1 24 | $1.8B | $705.7M |
| Q4 25 | $71.6M | $91.8M | ||
| Q3 25 | $125.4M | $102.3M | ||
| Q2 25 | $46.1M | $79.3M | ||
| Q1 25 | $133.6M | $72.6M | ||
| Q4 24 | $65.8M | $57.7M | ||
| Q3 24 | $142.6M | $65.5M | ||
| Q2 24 | $76.5M | $66.6M | ||
| Q1 24 | $168.2M | $56.8M |
| Q4 25 | 35.7% | 25.3% | ||
| Q3 25 | 36.0% | 26.0% | ||
| Q2 25 | 34.0% | 26.9% | ||
| Q1 25 | 32.2% | 25.0% | ||
| Q4 24 | 34.0% | 23.8% | ||
| Q3 24 | 36.1% | 24.0% | ||
| Q2 24 | 33.4% | 25.3% | ||
| Q1 24 | 33.3% | 24.3% |
| Q4 25 | 7.3% | 11.2% | ||
| Q3 25 | 10.8% | 11.6% | ||
| Q2 25 | 5.1% | 12.6% | ||
| Q1 25 | 9.2% | 11.1% | ||
| Q4 24 | 6.8% | 10.0% | ||
| Q3 24 | 12.3% | 9.7% | ||
| Q2 24 | 7.5% | 11.7% | ||
| Q1 24 | 11.4% | 11.0% |
| Q4 25 | 5.2% | 10.5% | ||
| Q3 25 | 7.8% | 11.4% | ||
| Q2 25 | 3.4% | 8.9% | ||
| Q1 25 | 8.0% | 8.7% | ||
| Q4 24 | 4.9% | 7.7% | ||
| Q3 24 | 9.2% | 8.4% | ||
| Q2 24 | 5.6% | 8.7% | ||
| Q1 24 | 9.4% | 8.0% |
| Q4 25 | $1.05 | $4.51 | ||
| Q3 25 | $1.85 | $4.99 | ||
| Q2 25 | $0.68 | $3.81 | ||
| Q1 25 | $1.85 | $3.50 | ||
| Q4 24 | $0.92 | $2.72 | ||
| Q3 24 | $1.95 | $3.06 | ||
| Q2 24 | $1.01 | $2.67 | ||
| Q1 24 | $2.19 | $2.29 |
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 | $258.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.1B | $961.1M |
| 总资产 | $5.4B | $1.7B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q4 25 | $289.5M | $258.7M | ||
| Q3 25 | $300.9M | $231.8M | ||
| Q2 25 | $285.1M | $168.3M | ||
| Q1 25 | $288.9M | $88.3M | ||
| Q4 24 | $296.0M | $112.0M | ||
| Q3 24 | $324.6M | $135.8M | ||
| Q2 24 | $378.1M | $44.9M | ||
| Q1 24 | $347.9M | $106.0M |
| Q4 25 | $2.1B | $961.1M | ||
| Q3 25 | $2.1B | $884.0M | ||
| Q2 25 | $1.9B | $781.4M | ||
| Q1 25 | $2.0B | $705.8M | ||
| Q4 24 | $2.0B | $652.4M | ||
| Q3 24 | $2.0B | $611.1M | ||
| Q2 24 | $1.9B | $567.5M | ||
| Q1 24 | $2.0B | $534.8M |
| Q4 25 | $5.4B | $1.7B | ||
| Q3 25 | $5.3B | $1.6B | ||
| Q2 25 | $5.2B | $1.5B | ||
| Q1 25 | $4.9B | $1.4B | ||
| Q4 24 | $5.1B | $1.3B | ||
| Q3 24 | $4.9B | $1.2B | ||
| Q2 24 | $4.9B | $1.2B | ||
| Q1 24 | $4.7B | $1.1B |
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 | $27.7M |
| 自由现金流经营现金流 - 资本支出 | $-13.6M | $-18.9M |
| 自由现金流率自由现金流/营收 | -1.0% | -2.2% |
| 资本支出强度资本支出/营收 | 4.5% | 5.3% |
| 现金转化率经营现金流/净利润 | 0.68× | 0.30× |
| 过去12个月自由现金流最近4个季度 | $191.4M | $175.9M |
8季度趋势，按日历期对齐
| Q4 25 | $49.0M | $27.7M | ||
| Q3 25 | $78.6M | $132.0M | ||
| Q2 25 | $157.5M | $92.0M | ||
| Q1 25 | $140.2M | $24.8M | ||
| Q4 24 | $96.9M | $37.3M | ||
| Q3 24 | $91.3M | $92.8M | ||
| Q2 24 | $199.7M | $82.9M | ||
| Q1 24 | $234.7M | $33.7M |
| Q4 25 | $-13.6M | $-18.9M | ||
| Q3 25 | $21.8M | $112.0M | ||
| Q2 25 | $106.6M | $74.8M | ||
| Q1 25 | $76.4M | $7.9M | ||
| Q4 24 | $34.4M | $24.1M | ||
| Q3 24 | $50.1M | $78.5M | ||
| Q2 24 | $167.4M | $65.4M | ||
| Q1 24 | $178.9M | $26.9M |
| Q4 25 | -1.0% | -2.2% | ||
| Q3 25 | 1.4% | 12.5% | ||
| Q2 25 | 7.9% | 8.4% | ||
| Q1 25 | 4.6% | 0.9% | ||
| Q4 24 | 2.6% | 3.2% | ||
| Q3 24 | 3.2% | 10.1% | ||
| Q2 24 | 12.3% | 8.5% | ||
| Q1 24 | 10.0% | 3.8% |
| Q4 25 | 4.5% | 5.3% | ||
| Q3 25 | 3.5% | 2.2% | ||
| Q2 25 | 3.8% | 1.9% | ||
| Q1 25 | 3.8% | 2.0% | ||
| Q4 24 | 4.6% | 1.8% | ||
| Q3 24 | 2.7% | 1.8% | ||
| Q2 24 | 2.4% | 2.3% | ||
| Q1 24 | 3.1% | 1.0% |
| Q4 25 | 0.68× | 0.30× | ||
| Q3 25 | 0.63× | 1.29× | ||
| Q2 25 | 3.42× | 1.16× | ||
| Q1 25 | 1.05× | 0.34× | ||
| Q4 24 | 1.47× | 0.65× | ||
| Q3 24 | 0.64× | 1.42× | ||
| Q2 24 | 2.61× | 1.24× | ||
| Q1 24 | 1.40× | 0.59× |
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% |
IESC
| Communications | $351.9M | 40% |
| Single Family Electrical Contracts | $137.0M | 16% |
| Custom Engineered Solutions | $116.0M | 13% |
| Commercialand Industrial | $94.8M | 11% |
| Single Family Contracts Plumbing HVAC | $82.9M | 10% |
| Multi Familyand Other | $64.2M | 7% |
| Industrial Services | $24.2M | 3% |
