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Academy Sports & Outdoors, Inc.（ASO）与SIGNET JEWELERS LTD（SIG）财务数据对比。点击上方公司名可切换其他公司
SIGNET JEWELERS LTD的季度营收约是Academy Sports & Outdoors, Inc.的1.0倍（$1.4B vs $1.4B），Academy Sports & Outdoors, Inc.净利率更高（5.2% vs 1.4%，领先3.7%），SIGNET JEWELERS LTD同比增速更快（3.1% vs 3.0%），SIGNET JEWELERS LTD自由现金流更多（$-1.5M vs $-13.6M），过去两年Academy Sports & Outdoors, Inc.的营收复合增速更高（-12.2% vs -25.4%）
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。
Signet Jewelers是全球最大的钻石珠宝零售商，注册地位于百慕大，总部设在美国俄亥俄州阿克伦的费尔劳恩郊区，在纽约证券交易所上市。公司主打中端珠宝市场，旗下拥有Blue Nile、Zales、Kay等知名品牌，在美国、加拿大、英国的专业珠宝市场均占据龙头地位，部分品牌布局中高端赛道。
ASO vs SIG — 直观对比
损益表 — Q3 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $1.4B |
| 净利润 | $71.6M | $20.0M |
| 毛利率 | 35.7% | 37.3% |
| 营业利润率 | 7.3% | 1.7% |
| 净利率 | 5.2% | 1.4% |
| 营收同比 | 3.0% | 3.1% |
| 净利润同比 | 8.8% | 185.7% |
| 每股收益（稀释后） | $1.05 | $0.49 |
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 | $1.4B | ||
| Q3 25 | $1.6B | $1.5B | ||
| Q2 25 | $1.4B | $1.5B | ||
| Q1 25 | $1.7B | $2.4B | ||
| Q4 24 | $1.3B | $1.3B | ||
| Q3 24 | $1.5B | $1.5B | ||
| Q2 24 | $1.4B | $1.5B | ||
| Q1 24 | $1.8B | $2.5B |
| Q4 25 | $71.6M | $20.0M | ||
| Q3 25 | $125.4M | $-9.1M | ||
| Q2 25 | $46.1M | $33.5M | ||
| Q1 25 | $133.6M | $100.6M | ||
| Q4 24 | $65.8M | $7.0M | ||
| Q3 24 | $142.6M | $-98.5M | ||
| Q2 24 | $76.5M | $52.1M | ||
| Q1 24 | $168.2M | $626.2M |
| Q4 25 | 35.7% | 37.3% | ||
| Q3 25 | 36.0% | 38.6% | ||
| Q2 25 | 34.0% | 38.8% | ||
| Q1 25 | 32.2% | 42.6% | ||
| Q4 24 | 34.0% | 36.0% | ||
| Q3 24 | 36.1% | 38.0% | ||
| Q2 24 | 33.4% | 37.9% | ||
| Q1 24 | 33.3% | 43.3% |
| Q4 25 | 7.3% | 1.7% | ||
| Q3 25 | 10.8% | 0.2% | ||
| Q2 25 | 5.1% | 3.1% | ||
| Q1 25 | 9.2% | 6.5% | ||
| Q4 24 | 6.8% | 0.7% | ||
| Q3 24 | 12.3% | -6.8% | ||
| Q2 24 | 7.5% | 3.3% | ||
| Q1 24 | 11.4% | 16.7% |
| Q4 25 | 5.2% | 1.4% | ||
| Q3 25 | 7.8% | -0.6% | ||
| Q2 25 | 3.4% | 2.2% | ||
| Q1 25 | 8.0% | 4.3% | ||
| Q4 24 | 4.9% | 0.5% | ||
| Q3 24 | 9.2% | -6.6% | ||
| Q2 24 | 5.6% | 3.4% | ||
| Q1 24 | 9.4% | 25.1% |
| Q4 25 | $1.05 | $0.49 | ||
| Q3 25 | $1.85 | $-0.22 | ||
| Q2 25 | $0.68 | $0.78 | ||
| Q1 25 | $1.85 | $2.25 | ||
| Q4 24 | $0.92 | $0.12 | ||
| Q3 24 | $1.95 | $-2.28 | ||
| Q2 24 | $1.01 | $-0.90 | ||
| Q1 24 | $2.19 | $11.77 |
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 | $234.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.1B | $1.7B |
| 总资产 | $5.4B | $5.4B |
| 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 | $234.7M | ||
| Q3 25 | $300.9M | $281.4M | ||
| Q2 25 | $285.1M | $264.1M | ||
| Q1 25 | $288.9M | $604.0M | ||
| Q4 24 | $296.0M | $157.7M | ||
| Q3 24 | $324.6M | $403.1M | ||
| Q2 24 | $378.1M | $729.3M | ||
| Q1 24 | $347.9M | $1.4B |
| Q4 25 | $2.1B | $1.7B | ||
| Q3 25 | $2.1B | $1.7B | ||
| Q2 25 | $1.9B | $1.8B | ||
| Q1 25 | $2.0B | $1.9B | ||
| Q4 24 | $2.0B | $1.8B | ||
| Q3 24 | $2.0B | $1.9B | ||
| Q2 24 | $1.9B | $2.1B | ||
| Q1 24 | $2.0B | $2.2B |
| Q4 25 | $5.4B | $5.4B | ||
| Q3 25 | $5.3B | $5.3B | ||
| Q2 25 | $5.2B | $5.5B | ||
| Q1 25 | $4.9B | $5.7B | ||
| Q4 24 | $5.1B | $5.7B | ||
| Q3 24 | $4.9B | $5.6B | ||
| Q2 24 | $4.9B | $6.2B | ||
| Q1 24 | $4.7B | $6.8B |
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 | $31.0M |
| 自由现金流经营现金流 - 资本支出 | $-13.6M | $-1.5M |
| 自由现金流率自由现金流/营收 | -1.0% | -0.1% |
| 资本支出强度资本支出/营收 | 4.5% | 2.3% |
| 现金转化率经营现金流/净利润 | 0.68× | 1.55× |
| 过去12个月自由现金流最近4个季度 | $191.4M | $591.0M |
8季度趋势，按日历期对齐
| Q4 25 | $49.0M | $31.0M | ||
| Q3 25 | $78.6M | $86.3M | ||
| Q2 25 | $157.5M | $-175.3M | ||
| Q1 25 | $140.2M | $780.7M | ||
| Q4 24 | $96.9M | $-75.4M | ||
| Q3 24 | $91.3M | $43.8M | ||
| Q2 24 | $199.7M | $-158.2M | ||
| Q1 24 | $234.7M | $752.2M |
| Q4 25 | $-13.6M | $-1.5M | ||
| Q3 25 | $21.8M | $62.3M | ||
| Q2 25 | $106.6M | $-211.9M | ||
| Q1 25 | $76.4M | $742.1M | ||
| Q4 24 | $34.4M | $-138.5M | ||
| Q3 24 | $50.1M | $15.8M | ||
| Q2 24 | $167.4M | $-181.5M | ||
| Q1 24 | $178.9M | $716.1M |
| Q4 25 | -1.0% | -0.1% | ||
| Q3 25 | 1.4% | 4.1% | ||
| Q2 25 | 7.9% | -13.7% | ||
| Q1 25 | 4.6% | 31.5% | ||
| Q4 24 | 2.6% | -10.3% | ||
| Q3 24 | 3.2% | 1.1% | ||
| Q2 24 | 12.3% | -12.0% | ||
| Q1 24 | 10.0% | 28.7% |
| Q4 25 | 4.5% | 2.3% | ||
| Q3 25 | 3.5% | 1.6% | ||
| Q2 25 | 3.8% | 2.4% | ||
| Q1 25 | 3.8% | 1.6% | ||
| Q4 24 | 4.6% | 4.7% | ||
| Q3 24 | 2.7% | 1.9% | ||
| Q2 24 | 2.4% | 1.5% | ||
| Q1 24 | 3.1% | 1.4% |
| Q4 25 | 0.68× | 1.55× | ||
| Q3 25 | 0.63× | — | ||
| Q2 25 | 3.42× | -5.23× | ||
| Q1 25 | 1.05× | 7.76× | ||
| Q4 24 | 1.47× | -10.77× | ||
| Q3 24 | 0.64× | — | ||
| Q2 24 | 2.61× | -3.04× | ||
| Q1 24 | 1.40× | 1.20× |
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% |
SIG
| Other | $571.9M | 41% |
| Zale Jewelry | $243.4M | 17% |
| Extended Service Plan | $129.6M | 9% |
| Diamonds Direct | $87.9M | 6% |
| Blue Nile | $74.3M | 5% |
| Extended Service Plan And Other Deferred Revenue | $69.9M | 5% |
| Banter By Piercing Pagoda | $69.2M | 5% |
| Watches | $48.7M | 3% |
| Peoples | $42.2M | 3% |
| James Allen | $27.8M | 2% |
