vs
Academy Sports & Outdoors, Inc.（ASO）与Masco（MAS）财务数据对比。点击上方公司名可切换其他公司
Masco的季度营收约是Academy Sports & Outdoors, Inc.的1.4倍（$1.9B vs $1.4B），Masco净利率更高（11.9% vs 5.2%，领先6.7%），Masco同比增速更快（6.5% vs 3.0%），过去两年Masco的营收复合增速更高（-4.2% 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。
美国家居建材企业Masco主营家装及新建住宅市场相关产品，旗下拥有20余家子公司，在全球运营近80座生产工厂，其中美国本土近60座，海外地区超20座。公司1969年于纽交所挂牌上市，后实现快速增长，成功跻身美国财富500强榜单。
ASO vs MAS — 直观对比
营收规模更大
MAS
是对方的1.4倍
$1.4B
营收增速更快
MAS
高出3.5%
3.0%
净利率更高
MAS
高出6.7%
5.2%
两年增速更快
MAS
近两年复合增速
-12.2%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $1.9B |
| 净利润 | $71.6M | $228.0M |
| 毛利率 | 35.7% | 35.8% |
| 营业利润率 | 7.3% | 16.5% |
| 净利率 | 5.2% | 11.9% |
| 营收同比 | 3.0% | 6.5% |
| 净利润同比 | 8.8% | 14.5% |
| 每股收益（稀释后） | $1.05 | — |
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ASOMAS
| Q1 26 | — | $1.9B | ||
| Q4 25 | $1.4B | $1.8B | ||
| Q3 25 | $1.6B | $1.9B | ||
| Q2 25 | $1.4B | $2.1B | ||
| Q1 25 | $1.7B | $1.8B | ||
| Q4 24 | $1.3B | $1.8B | ||
| Q3 24 | $1.5B | $2.0B | ||
| Q2 24 | $1.4B | $2.1B |
净利润ASOMAS
| Q1 26 | — | $228.0M | ||
| Q4 25 | $71.6M | $165.0M | ||
| Q3 25 | $125.4M | $189.0M | ||
| Q2 25 | $46.1M | $270.0M | ||
| Q1 25 | $133.6M | $186.0M | ||
| Q4 24 | $65.8M | $182.0M | ||
| Q3 24 | $142.6M | $167.0M | ||
| Q2 24 | $76.5M | $258.0M |
毛利率ASOMAS
| Q1 26 | — | 35.8% | ||
| Q4 25 | 35.7% | 33.9% | ||
| Q3 25 | 36.0% | 34.2% | ||
| Q2 25 | 34.0% | 37.6% | ||
| Q1 25 | 32.2% | 35.8% | ||
| Q4 24 | 34.0% | 34.8% | ||
| Q3 24 | 36.1% | 36.6% | ||
| Q2 24 | 33.4% | 37.5% |
营业利润率ASOMAS
| Q1 26 | — | 16.5% | ||
| Q4 25 | 7.3% | 13.8% | ||
| Q3 25 | 10.8% | 15.8% | ||
| Q2 25 | 5.1% | 20.1% | ||
| Q1 25 | 9.2% | 15.9% | ||
| Q4 24 | 6.8% | 15.9% | ||
| Q3 24 | 12.3% | 18.0% | ||
| Q2 24 | 7.5% | 19.0% |
净利率ASOMAS
| Q1 26 | — | 11.9% | ||
| Q4 25 | 5.2% | 9.2% | ||
| Q3 25 | 7.8% | 9.9% | ||
| Q2 25 | 3.4% | 13.2% | ||
| Q1 25 | 8.0% | 10.3% | ||
| Q4 24 | 4.9% | 10.0% | ||
| Q3 24 | 9.2% | 8.4% | ||
| Q2 24 | 5.6% | 12.3% |
每股收益（稀释后）ASOMAS
| Q1 26 | — | — | ||
| Q4 25 | $1.05 | $0.81 | ||
| Q3 25 | $1.85 | $0.90 | ||
| Q2 25 | $0.68 | $1.28 | ||
| Q1 25 | $1.85 | $0.87 | ||
| Q4 24 | $0.92 | $0.85 | ||
| Q3 24 | $1.95 | $0.77 | ||
| Q2 24 | $1.01 | $1.17 |
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 | — |
| 总债务越低越好 | — | $2.9B |
| 股东权益账面价值 | $2.1B | $27.0M |
| 总资产 | $5.4B | $5.2B |
| 负债/权益比越低杠杆越低 | — | 109.07× |
8季度趋势，按日历期对齐
现金及短期投资ASOMAS
| Q1 26 | — | — | ||
| Q4 25 | $289.5M | $647.0M | ||
| Q3 25 | $300.9M | $559.0M | ||
| Q2 25 | $285.1M | $390.0M | ||
| Q1 25 | $288.9M | $377.0M | ||
| Q4 24 | $296.0M | $634.0M | ||
| Q3 24 | $324.6M | $646.0M | ||
| Q2 24 | $378.1M | $398.0M |
总债务ASOMAS
| Q1 26 | — | $2.9B | ||
| Q4 25 | — | $2.9B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $2.9B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益ASOMAS
| Q1 26 | — | $27.0M | ||
| Q4 25 | $2.1B | $-185.0M | ||
| Q3 25 | $2.1B | $-78.0M | ||
| Q2 25 | $1.9B | $-84.0M | ||
| Q1 25 | $2.0B | $-254.0M | ||
| Q4 24 | $2.0B | $-279.0M | ||
| Q3 24 | $2.0B | $-88.0M | ||
| Q2 24 | $1.9B | $-26.0M |
总资产ASOMAS
| Q1 26 | — | $5.2B | ||
| Q4 25 | $5.4B | $5.2B | ||
| Q3 25 | $5.3B | $5.3B | ||
| Q2 25 | $5.2B | $5.3B | ||
| Q1 25 | $4.9B | $5.1B | ||
| Q4 24 | $5.1B | $5.0B | ||
| Q3 24 | $4.9B | $5.3B | ||
| Q2 24 | $4.9B | $5.4B |
负债/权益比ASOMAS
| Q1 26 | — | 109.07× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $-13.6M | — |
| 自由现金流率自由现金流/营收 | -1.0% | — |
| 资本支出强度资本支出/营收 | 4.5% | 1.8% |
| 现金转化率经营现金流/净利润 | 0.68× | — |
| 过去12个月自由现金流最近4个季度 | $191.4M | — |
8季度趋势，按日历期对齐
经营现金流ASOMAS
| Q1 26 | — | — | ||
| Q4 25 | $49.0M | $418.0M | ||
| Q3 25 | $78.6M | $456.0M | ||
| Q2 25 | $157.5M | $306.0M | ||
| Q1 25 | $140.2M | $-158.0M | ||
| Q4 24 | $96.9M | $407.0M | ||
| Q3 24 | $91.3M | $416.0M | ||
| Q2 24 | $199.7M | $346.0M |
自由现金流ASOMAS
| Q1 26 | — | — | ||
| Q4 25 | $-13.6M | $371.0M | ||
| Q3 25 | $21.8M | $415.0M | ||
| Q2 25 | $106.6M | $270.0M | ||
| Q1 25 | $76.4M | $-190.0M | ||
| Q4 24 | $34.4M | $351.0M | ||
| Q3 24 | $50.1M | $378.0M | ||
| Q2 24 | $167.4M | $303.0M |
自由现金流率ASOMAS
| Q1 26 | — | — | ||
| Q4 25 | -1.0% | 20.7% | ||
| Q3 25 | 1.4% | 21.6% | ||
| Q2 25 | 7.9% | 13.2% | ||
| Q1 25 | 4.6% | -10.5% | ||
| Q4 24 | 2.6% | 19.2% | ||
| Q3 24 | 3.2% | 19.1% | ||
| Q2 24 | 12.3% | 14.5% |
资本支出强度ASOMAS
| Q1 26 | — | 1.8% | ||
| Q4 25 | 4.5% | 2.6% | ||
| Q3 25 | 3.5% | 2.1% | ||
| Q2 25 | 3.8% | 1.8% | ||
| Q1 25 | 3.8% | 1.8% | ||
| Q4 24 | 4.6% | 3.1% | ||
| Q3 24 | 2.7% | 1.9% | ||
| Q2 24 | 2.4% | 2.1% |
现金转化率ASOMAS
| Q1 26 | — | — | ||
| Q4 25 | 0.68× | 2.53× | ||
| Q3 25 | 0.63× | 2.41× | ||
| Q2 25 | 3.42× | 1.13× | ||
| Q1 25 | 1.05× | -0.85× | ||
| Q4 24 | 1.47× | 2.24× | ||
| Q3 24 | 0.64× | 2.49× | ||
| Q2 24 | 2.61× | 1.34× |
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% |
MAS
暂无分部数据
