vs
Aveanna Healthcare Holdings, Inc.(AVAH)与Stitch Fix, Inc.(SFIX)财务数据对比。点击上方公司名可切换其他公司
Aveanna Healthcare Holdings, Inc.的季度营收约是Stitch Fix, Inc.的1.8倍($621.9M vs $342.1M),Aveanna Healthcare Holdings, Inc.净利率更高(2.3% vs -1.9%,领先4.1%),Aveanna Healthcare Holdings, Inc.同比增速更快(22.2% vs 7.3%),过去两年Aveanna Healthcare Holdings, Inc.的营收复合增速更高(14.0% vs 1.8%)
Aveanna Healthcare Holdings, Inc.是美国领先的家庭及社区医疗服务提供商,核心业务覆盖儿科家庭护理、成人个人照护、临终关怀、输液治疗等领域,通过覆盖全美的本地护理中心网络为各地患者提供服务,服务对象涵盖公共及私人付费群体。
Stitch Fix是美国的在线个人造型服务平台,依托推荐算法与数据科学技术,根据顾客的身形尺寸、预算和风格偏好推送个性化服饰单品。该公司创立于2011年,2017年完成首次公开募股,目前总部位于旧金山。
AVAH vs SFIX — 直观对比
营收规模更大
AVAH
是对方的1.8倍
$342.1M
营收增速更快
AVAH
高出14.9%
7.3%
净利率更高
AVAH
高出4.1%
-1.9%
两年增速更快
AVAH
近两年复合增速
1.8%
损益表 — Q3 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $621.9M | $342.1M |
| 净利润 | $14.1M | $-6.4M |
| 毛利率 | 32.6% | 43.6% |
| 营业利润率 | 8.6% | -2.5% |
| 净利率 | 2.3% | -1.9% |
| 营收同比 | 22.2% | 7.3% |
| 净利润同比 | 132.8% | -1.7% |
| 每股收益(稀释后) | $0.06 | $-0.05 |
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
AVAH
SFIX
| Q4 25 | — | $342.1M | ||
| Q3 25 | $621.9M | $311.2M | ||
| Q2 25 | $589.6M | $325.0M | ||
| Q1 25 | $559.2M | $312.1M | ||
| Q4 24 | $519.9M | $318.8M | ||
| Q3 24 | $509.0M | $319.6M | ||
| Q2 24 | $505.0M | $322.7M | ||
| Q1 24 | $490.7M | $330.4M |
净利润
AVAH
SFIX
| Q4 25 | — | $-6.4M | ||
| Q3 25 | $14.1M | $-8.6M | ||
| Q2 25 | $27.0M | $-7.4M | ||
| Q1 25 | $5.2M | $-6.5M | ||
| Q4 24 | $29.2M | $-6.3M | ||
| Q3 24 | $-42.8M | $-36.5M | ||
| Q2 24 | $13.9M | $-21.3M | ||
| Q1 24 | $-11.2M | $-35.5M |
毛利率
AVAH
SFIX
| Q4 25 | — | 43.6% | ||
| Q3 25 | 32.6% | 43.6% | ||
| Q2 25 | 35.8% | 44.2% | ||
| Q1 25 | 32.8% | 44.5% | ||
| Q4 24 | 33.0% | 45.4% | ||
| Q3 24 | 31.4% | 44.6% | ||
| Q2 24 | 31.3% | 45.5% | ||
| Q1 24 | 29.7% | 43.4% |
营业利润率
AVAH
SFIX
| Q4 25 | — | -2.5% | ||
| Q3 25 | 8.6% | -3.6% | ||
| Q2 25 | 13.6% | -3.0% | ||
| Q1 25 | 9.3% | -2.9% | ||
| Q4 24 | 8.8% | -2.8% | ||
| Q3 24 | 6.7% | -13.1% | ||
| Q2 24 | 7.4% | -7.7% | ||
| Q1 24 | 4.7% | -11.5% |
净利率
AVAH
SFIX
| Q4 25 | — | -1.9% | ||
| Q3 25 | 2.3% | -2.8% | ||
| Q2 25 | 4.6% | -2.3% | ||
| Q1 25 | 0.9% | -2.1% | ||
| Q4 24 | 5.6% | -2.0% | ||
| Q3 24 | -8.4% | -11.4% | ||
| Q2 24 | 2.8% | -6.6% | ||
| Q1 24 | -2.3% | -10.8% |
每股收益(稀释后)
AVAH
SFIX
| Q4 25 | — | $-0.05 | ||
| Q3 25 | $0.06 | $-0.06 | ||
| Q2 25 | $0.13 | $-0.06 | ||
| Q1 25 | $0.03 | $-0.05 | ||
| Q4 24 | $0.15 | $-0.05 | ||
| Q3 24 | $-0.22 | $-0.29 | ||
| Q2 24 | $0.07 | $-0.18 | ||
| Q1 24 | $-0.06 | $-0.30 |
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 | $145.9M | $244.2M |
| 总债务越低越好 | $1.3B | — |
| 股东权益账面价值 | $9.2M | $204.1M |
| 总资产 | $1.8B | $530.7M |
| 负债/权益比越低杠杆越低 | 141.83× | — |
8季度趋势,按日历期对齐
现金及短期投资
AVAH
SFIX
| Q4 25 | — | $244.2M | ||
| Q3 25 | $145.9M | $234.9M | ||
| Q2 25 | $100.7M | $234.2M | ||
| Q1 25 | $71.5M | $219.1M | ||
| Q4 24 | $84.3M | $253.3M | ||
| Q3 24 | $78.5M | $247.0M | ||
| Q2 24 | $47.7M | $244.5M | ||
| Q1 24 | $42.6M | $229.8M |
总债务
AVAH
SFIX
| Q4 25 | — | — | ||
| Q3 25 | $1.3B | — | ||
| Q2 25 | $1.3B | — | ||
| Q1 25 | $1.3B | — | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | $1.3B | — | ||
| Q2 24 | $1.3B | — | ||
| Q1 24 | $1.3B | — |
股东权益
AVAH
SFIX
| Q4 25 | — | $204.1M | ||
| Q3 25 | $9.2M | $203.0M | ||
| Q2 25 | $-12.0M | $200.4M | ||
| Q1 25 | $-100.1M | $197.8M | ||
| Q4 24 | $-123.6M | $190.5M | ||
| Q3 24 | $-156.4M | $187.0M | ||
| Q2 24 | $-119.0M | $208.9M | ||
| Q1 24 | $-136.3M | $213.3M |
总资产
AVAH
SFIX
| Q4 25 | — | $530.7M | ||
| Q3 25 | $1.8B | $480.6M | ||
| Q2 25 | $1.8B | $484.7M | ||
| Q1 25 | $1.7B | $472.6M | ||
| Q4 24 | $1.7B | $507.1M | ||
| Q3 24 | $1.6B | $486.9M | ||
| Q2 24 | $1.7B | $537.0M | ||
| Q1 24 | $1.6B | $538.3M |
负债/权益比
AVAH
SFIX
| Q4 25 | — | — | ||
| Q3 25 | 141.83× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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 | $33.2M | $10.9M |
| 自由现金流经营现金流 - 资本支出 | — | $5.6M |
| 自由现金流率自由现金流/营收 | — | 1.6% |
| 资本支出强度资本支出/营收 | — | 1.6% |
| 现金转化率经营现金流/净利润 | 2.36× | — |
| 过去12个月自由现金流最近4个季度 | — | $4.9M |
8季度趋势,按日历期对齐
经营现金流
AVAH
SFIX
| Q4 25 | — | $10.9M | ||
| Q3 25 | $33.2M | $7.0M | ||
| Q2 25 | $51.6M | $20.5M | ||
| Q1 25 | $-8.6M | $-16.2M | ||
| Q4 24 | $13.4M | $14.3M | ||
| Q3 24 | $29.4M | $8.2M | ||
| Q2 24 | $1.8M | $21.7M | ||
| Q1 24 | $-12.0M | $-22.3M |
自由现金流
AVAH
SFIX
| Q4 25 | — | $5.6M | ||
| Q3 25 | — | $2.8M | ||
| Q2 25 | — | $16.0M | ||
| Q1 25 | — | $-19.4M | ||
| Q4 24 | — | $9.9M | ||
| Q3 24 | — | $4.5M | ||
| Q2 24 | — | $18.9M | ||
| Q1 24 | — | $-26.1M |
自由现金流率
AVAH
SFIX
| Q4 25 | — | 1.6% | ||
| Q3 25 | — | 0.9% | ||
| Q2 25 | — | 4.9% | ||
| Q1 25 | — | -6.2% | ||
| Q4 24 | — | 3.1% | ||
| Q3 24 | — | 1.4% | ||
| Q2 24 | — | 5.9% | ||
| Q1 24 | — | -7.9% |
资本支出强度
AVAH
SFIX
| Q4 25 | — | 1.6% | ||
| Q3 25 | — | 1.4% | ||
| Q2 25 | — | 1.4% | ||
| Q1 25 | — | 1.0% | ||
| Q4 24 | — | 1.4% | ||
| Q3 24 | — | 1.2% | ||
| Q2 24 | — | 0.9% | ||
| Q1 24 | — | 1.1% |
现金转化率
AVAH
SFIX
| Q4 25 | — | — | ||
| Q3 25 | 2.36× | — | ||
| Q2 25 | 1.91× | — | ||
| Q1 25 | -1.66× | — | ||
| Q4 24 | 0.46× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 0.13× | — | ||
| Q1 24 | — | — |
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
AVAH
| Private Duty Services | $514.4M | 83% |
| Home Health And Hospice | $62.4M | 10% |
| Medical Solutions | $45.1M | 7% |
SFIX
暂无分部数据