vs
Academy Sports & Outdoors, Inc.(ASO)与豪士科(OSK)财务数据对比。点击上方公司名可切换其他公司
豪士科的季度营收约是Academy Sports & Outdoors, Inc.的1.7倍($2.3B vs $1.4B),Academy Sports & Outdoors, Inc.净利率更高(5.2% vs 1.9%,领先3.3%),Academy Sports & Outdoors, Inc.同比增速更快(3.0% vs 0.2%),过去两年豪士科的营收复合增速更高(-9.8% 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。
豪士科(原称豪士科卡车)是美国知名工业企业,主营特种卡车、军用车辆、机场消防设备、高空作业设备等产品的设计与制造。旗下拥有威斯康星州的消防车制造商Pierce Manufacturing,以及生产各类升降作业设备的JLG工业公司。
ASO vs OSK — 直观对比
营收规模更大
OSK
是对方的1.7倍
$1.4B
营收增速更快
ASO
高出2.8%
0.2%
净利率更高
ASO
高出3.3%
1.9%
两年增速更快
OSK
近两年复合增速
-12.2%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.4B | $2.3B |
| 净利润 | $71.6M | $43.1M |
| 毛利率 | 35.7% | 13.5% |
| 营业利润率 | 7.3% | 3.5% |
| 净利率 | 5.2% | 1.9% |
| 营收同比 | 3.0% | 0.2% |
| 净利润同比 | 8.8% | -61.6% |
| 每股收益(稀释后) | $1.05 | $0.68 |
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
ASO
OSK
| Q1 26 | — | $2.3B | ||
| Q4 25 | $1.4B | $2.7B | ||
| Q3 25 | $1.6B | $2.7B | ||
| Q2 25 | $1.4B | $2.7B | ||
| Q1 25 | $1.7B | $2.3B | ||
| Q4 24 | $1.3B | $2.6B | ||
| Q3 24 | $1.5B | $2.7B | ||
| Q2 24 | $1.4B | $2.8B |
净利润
ASO
OSK
| Q1 26 | — | $43.1M | ||
| Q4 25 | $71.6M | $133.8M | ||
| Q3 25 | $125.4M | $196.2M | ||
| Q2 25 | $46.1M | $204.8M | ||
| Q1 25 | $133.6M | $112.2M | ||
| Q4 24 | $65.8M | $153.1M | ||
| Q3 24 | $142.6M | $180.3M | ||
| Q2 24 | $76.5M | $168.6M |
毛利率
ASO
OSK
| Q1 26 | — | 13.5% | ||
| Q4 25 | 35.7% | 15.8% | ||
| Q3 25 | 36.0% | 17.5% | ||
| Q2 25 | 34.0% | 19.2% | ||
| Q1 25 | 32.2% | 17.3% | ||
| Q4 24 | 34.0% | 17.2% | ||
| Q3 24 | 36.1% | 18.5% | ||
| Q2 24 | 33.4% | 19.2% |
营业利润率
ASO
OSK
| Q1 26 | — | 3.5% | ||
| Q4 25 | 7.3% | 7.9% | ||
| Q3 25 | 10.8% | 9.7% | ||
| Q2 25 | 5.1% | 10.7% | ||
| Q1 25 | 9.2% | 7.6% | ||
| Q4 24 | 6.8% | 8.6% | ||
| Q3 24 | 12.3% | 9.7% | ||
| Q2 24 | 7.5% | 9.2% |
净利率
ASO
OSK
| Q1 26 | — | 1.9% | ||
| Q4 25 | 5.2% | 5.0% | ||
| Q3 25 | 7.8% | 7.3% | ||
| Q2 25 | 3.4% | 7.5% | ||
| Q1 25 | 8.0% | 4.9% | ||
| Q4 24 | 4.9% | 5.9% | ||
| Q3 24 | 9.2% | 6.6% | ||
| Q2 24 | 5.6% | 5.9% |
每股收益(稀释后)
ASO
OSK
| Q1 26 | — | $0.68 | ||
| Q4 25 | $1.05 | — | ||
| Q3 25 | $1.85 | — | ||
| Q2 25 | $0.68 | — | ||
| Q1 25 | $1.85 | — | ||
| Q4 24 | $0.92 | — | ||
| Q3 24 | $1.95 | — | ||
| Q2 24 | $1.01 | — |
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 | $250.3M |
| 总债务越低越好 | — | $600.6M |
| 股东权益账面价值 | $2.1B | — |
| 总资产 | $5.4B | $10.0B |
| 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
ASO
OSK
| Q1 26 | — | $250.3M | ||
| Q4 25 | $289.5M | $479.8M | ||
| Q3 25 | $300.9M | $211.8M | ||
| Q2 25 | $285.1M | $191.7M | ||
| Q1 25 | $288.9M | $210.3M | ||
| Q4 24 | $296.0M | $204.9M | ||
| Q3 24 | $324.6M | $160.9M | ||
| Q2 24 | $378.1M | $141.4M |
总债务
ASO
OSK
| Q1 26 | — | $600.6M | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $602.3M | ||
| Q2 24 | — | $599.1M |
股东权益
ASO
OSK
| Q1 26 | — | — | ||
| Q4 25 | $2.1B | $4.5B | ||
| Q3 25 | $2.1B | $4.5B | ||
| Q2 25 | $1.9B | $4.5B | ||
| Q1 25 | $2.0B | $4.2B | ||
| Q4 24 | $2.0B | $4.2B | ||
| Q3 24 | $2.0B | $4.1B | ||
| Q2 24 | $1.9B | $3.9B |
总资产
ASO
OSK
| Q1 26 | — | $10.0B | ||
| Q4 25 | $5.4B | $10.1B | ||
| Q3 25 | $5.3B | $9.8B | ||
| Q2 25 | $5.2B | $10.0B | ||
| Q1 25 | $4.9B | $9.8B | ||
| Q4 24 | $5.1B | $9.4B | ||
| Q3 24 | $4.9B | $9.9B | ||
| Q2 24 | $4.9B | $9.7B |
负债/权益比
ASO
OSK
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.15× | ||
| Q2 24 | — | 0.15× |
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% | — |
| 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
ASO
OSK
| Q1 26 | — | — | ||
| Q4 25 | $49.0M | $600.1M | ||
| Q3 25 | $78.6M | $489.0M | ||
| Q2 25 | $157.5M | $89.2M | ||
| Q1 25 | $140.2M | $-394.9M | ||
| Q4 24 | $96.9M | $790.8M | ||
| Q3 24 | $91.3M | $326.1M | ||
| Q2 24 | $199.7M | $-211.0M |
自由现金流
ASO
OSK
| Q1 26 | — | — | ||
| Q4 25 | $-13.6M | $540.3M | ||
| Q3 25 | $21.8M | $464.3M | ||
| Q2 25 | $106.6M | $48.6M | ||
| Q1 25 | $76.4M | $-435.2M | ||
| Q4 24 | $34.4M | $703.3M | ||
| Q3 24 | $50.1M | $272.2M | ||
| Q2 24 | $167.4M | $-250.5M |
自由现金流率
ASO
OSK
| Q1 26 | — | — | ||
| Q4 25 | -1.0% | 20.1% | ||
| Q3 25 | 1.4% | 17.3% | ||
| Q2 25 | 7.9% | 1.8% | ||
| Q1 25 | 4.6% | -18.8% | ||
| Q4 24 | 2.6% | 27.1% | ||
| Q3 24 | 3.2% | 9.9% | ||
| Q2 24 | 12.3% | -8.8% |
资本支出强度
ASO
OSK
| Q1 26 | — | — | ||
| Q4 25 | 4.5% | 2.2% | ||
| Q3 25 | 3.5% | 0.9% | ||
| Q2 25 | 3.8% | 1.5% | ||
| Q1 25 | 3.8% | 1.7% | ||
| Q4 24 | 4.6% | 3.4% | ||
| Q3 24 | 2.7% | 2.0% | ||
| Q2 24 | 2.4% | 1.4% |
现金转化率
ASO
OSK
| Q1 26 | — | — | ||
| Q4 25 | 0.68× | 4.49× | ||
| Q3 25 | 0.63× | 2.49× | ||
| Q2 25 | 3.42× | 0.44× | ||
| Q1 25 | 1.05× | -3.52× | ||
| Q4 24 | 1.47× | 5.17× | ||
| Q3 24 | 0.64× | 1.81× | ||
| Q2 24 | 2.61× | -1.25× |
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% |
OSK
暂无分部数据