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Academy Sports & Outdoors, Inc.（ASO）与森萨塔科技（ST）财务数据对比。点击上方公司名可切换其他公司
Academy Sports & Outdoors, Inc.的季度营收约是森萨塔科技的1.5倍（$1.4B vs $934.8M），森萨塔科技净利率更高（9.3% vs 5.2%，领先4.1%），Academy Sports & Outdoors, Inc.同比增速更快（3.0% vs 2.6%），森萨塔科技自由现金流更多（$104.6M vs $-13.6M），过去两年森萨塔科技的营收复合增速更高（-5.0% 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。
森萨塔科技控股有限公司是全球领先的工业科技企业，主营传感器、电气保护及控制解决方案的研发、生产与销售，产品覆盖汽车、工业、航空航天、暖通空调、电信等多个下游领域，服务全球制造类企业客户。
ASO vs ST — 直观对比
营收规模更大
ASO
是对方的1.5倍
$934.8M
营收增速更快
ASO
高出0.4%
2.6%
净利率更高
ST
高出4.1%
5.2%
自由现金流更多
ST
多$118.2M
$-13.6M
两年增速更快
ST
近两年复合增速
-12.2%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $934.8M |
| 净利润 | $71.6M | $87.1M |
| 毛利率 | 35.7% | 30.6% |
| 营业利润率 | 7.3% | 15.1% |
| 净利率 | 5.2% | 9.3% |
| 营收同比 | 3.0% | 2.6% |
| 净利润同比 | 8.8% | 24.6% |
| 每股收益（稀释后） | $1.05 | $0.59 |
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ASOST
| Q1 26 | — | $934.8M | ||
| Q4 25 | $1.4B | $917.9M | ||
| Q3 25 | $1.6B | $932.0M | ||
| Q2 25 | $1.4B | $943.4M | ||
| Q1 25 | $1.7B | $911.3M | ||
| Q4 24 | $1.3B | $907.7M | ||
| Q3 24 | $1.5B | $982.8M | ||
| Q2 24 | $1.4B | $1.0B |
净利润ASOST
| Q1 26 | — | $87.1M | ||
| Q4 25 | $71.6M | $63.2M | ||
| Q3 25 | $125.4M | $-162.5M | ||
| Q2 25 | $46.1M | $60.7M | ||
| Q1 25 | $133.6M | $69.9M | ||
| Q4 24 | $65.8M | $5.8M | ||
| Q3 24 | $142.6M | $-25.0M | ||
| Q2 24 | $76.5M | $71.7M |
毛利率ASOST
| Q1 26 | — | 30.6% | ||
| Q4 25 | 35.7% | 29.0% | ||
| Q3 25 | 36.0% | 27.8% | ||
| Q2 25 | 34.0% | 30.3% | ||
| Q1 25 | 32.2% | 29.9% | ||
| Q4 24 | 34.0% | 27.1% | ||
| Q3 24 | 36.1% | 28.6% | ||
| Q2 24 | 33.4% | 30.0% |
营业利润率ASOST
| Q1 26 | — | 15.1% | ||
| Q4 25 | 7.3% | 10.9% | ||
| Q3 25 | 10.8% | -13.2% | ||
| Q2 25 | 5.1% | 14.6% | ||
| Q1 25 | 9.2% | 13.4% | ||
| Q4 24 | 6.8% | 8.1% | ||
| Q3 24 | 12.3% | -20.3% | ||
| Q2 24 | 7.5% | 12.5% |
净利率ASOST
| Q1 26 | — | 9.3% | ||
| Q4 25 | 5.2% | 6.9% | ||
| Q3 25 | 7.8% | -17.4% | ||
| Q2 25 | 3.4% | 6.4% | ||
| Q1 25 | 8.0% | 7.7% | ||
| Q4 24 | 4.9% | 0.6% | ||
| Q3 24 | 9.2% | -2.5% | ||
| Q2 24 | 5.6% | 6.9% |
每股收益（稀释后）ASOST
| Q1 26 | — | $0.59 | ||
| Q4 25 | $1.05 | $0.45 | ||
| Q3 25 | $1.85 | $-1.12 | ||
| Q2 25 | $0.68 | $0.41 | ||
| Q1 25 | $1.85 | $0.47 | ||
| Q4 24 | $0.92 | $0.05 | ||
| Q3 24 | $1.95 | $-0.17 | ||
| Q2 24 | $1.01 | $0.47 |
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 | $635.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.1B | $2.9B |
| 总资产 | $5.4B | $6.8B |
| 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ASOST
| Q1 26 | — | $635.1M | ||
| Q4 25 | $289.5M | $573.0M | ||
| Q3 25 | $300.9M | $791.3M | ||
| Q2 25 | $285.1M | $661.8M | ||
| Q1 25 | $288.9M | $588.1M | ||
| Q4 24 | $296.0M | $593.7M | ||
| Q3 24 | $324.6M | $506.2M | ||
| Q2 24 | $378.1M | $1.0B |
总债务ASOST
| Q1 26 | — | — | ||
| Q4 25 | — | $2.8B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $3.2B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益ASOST
| Q1 26 | — | $2.9B | ||
| Q4 25 | $2.1B | $2.8B | ||
| Q3 25 | $2.1B | $2.7B | ||
| Q2 25 | $1.9B | $2.9B | ||
| Q1 25 | $2.0B | $2.8B | ||
| Q4 24 | $2.0B | $2.9B | ||
| Q3 24 | $2.0B | $3.0B | ||
| Q2 24 | $1.9B | $3.0B |
总资产ASOST
| Q1 26 | — | $6.8B | ||
| Q4 25 | $5.4B | $6.8B | ||
| Q3 25 | $5.3B | $7.1B | ||
| Q2 25 | $5.2B | $7.3B | ||
| Q1 25 | $4.9B | $7.2B | ||
| Q4 24 | $5.1B | $7.1B | ||
| Q3 24 | $4.9B | $7.3B | ||
| Q2 24 | $4.9B | $8.2B |
负债/权益比ASOST
| Q1 26 | — | — | ||
| Q4 25 | — | 1.02× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.11× | ||
| 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 | $122.5M |
| 自由现金流经营现金流 - 资本支出 | $-13.6M | $104.6M |
| 自由现金流率自由现金流/营收 | -1.0% | 11.2% |
| 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× | 1.41× |
| 过去12个月自由现金流最近4个季度 | $191.4M | $508.3M |
8季度趋势，按日历期对齐
经营现金流ASOST
| Q1 26 | — | $122.5M | ||
| Q4 25 | $49.0M | $201.5M | ||
| Q3 25 | $78.6M | $159.9M | ||
| Q2 25 | $157.5M | $140.9M | ||
| Q1 25 | $140.2M | $119.2M | ||
| Q4 24 | $96.9M | $170.7M | ||
| Q3 24 | $91.3M | $130.9M | ||
| Q2 24 | $199.7M | $143.5M |
自由现金流ASOST
| Q1 26 | — | $104.6M | ||
| Q4 25 | $-13.6M | $151.9M | ||
| Q3 25 | $21.8M | $136.2M | ||
| Q2 25 | $106.6M | $115.5M | ||
| Q1 25 | $76.4M | $86.6M | ||
| Q4 24 | $34.4M | $138.9M | ||
| Q3 24 | $50.1M | $91.3M | ||
| Q2 24 | $167.4M | $98.4M |
自由现金流率ASOST
| Q1 26 | — | 11.2% | ||
| Q4 25 | -1.0% | 16.6% | ||
| Q3 25 | 1.4% | 14.6% | ||
| Q2 25 | 7.9% | 12.2% | ||
| Q1 25 | 4.6% | 9.5% | ||
| Q4 24 | 2.6% | 15.3% | ||
| Q3 24 | 3.2% | 9.3% | ||
| Q2 24 | 12.3% | 9.5% |
资本支出强度ASOST
| Q1 26 | — | — | ||
| Q4 25 | 4.5% | 5.4% | ||
| Q3 25 | 3.5% | 2.5% | ||
| Q2 25 | 3.8% | 2.7% | ||
| Q1 25 | 3.8% | 3.6% | ||
| Q4 24 | 4.6% | 3.5% | ||
| Q3 24 | 2.7% | 4.0% | ||
| Q2 24 | 2.4% | 4.4% |
现金转化率ASOST
| Q1 26 | — | 1.41× | ||
| Q4 25 | 0.68× | 3.19× | ||
| Q3 25 | 0.63× | — | ||
| Q2 25 | 3.42× | 2.32× | ||
| Q1 25 | 1.05× | 1.70× | ||
| Q4 24 | 1.47× | 29.50× | ||
| Q3 24 | 0.64× | — | ||
| Q2 24 | 2.61× | 2.00× |
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% |
ST
暂无分部数据
