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AeroVironment Inc（AVAV）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
AeroVironment Inc的季度营收约是Stitch Fix, Inc.的1.4倍（$472.5M vs $342.1M），Stitch Fix, Inc.净利率更高（-1.9% vs -3.6%，领先1.8%），AeroVironment Inc同比增速更快（181.9% vs 7.3%），Stitch Fix, Inc.自由现金流更多（$5.6M vs $-55.9M），过去两年AeroVironment Inc的营收复合增速更高（59.1% vs 1.8%）
AeroVironment是1971年由人力飞机设计师保罗·麦克里迪创立的美国国防科技企业，总部位于弗吉尼亚州阿灵顿，专注于自主系统、反无人机系统及航天系统的研发制造，为美国国防部及多国军方供应渡鸦、弹簧刀、黄蜂、美洲狮等系列中小型无人机产品。
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。
AVAV vs SFIX — 直观对比
营收规模更大
AVAV
是对方的1.4倍
$342.1M
营收增速更快
AVAV
高出174.6%
7.3%
净利率更高
SFIX
高出1.8%
-3.6%
自由现金流更多
SFIX
多$61.5M
$-55.9M
两年增速更快
AVAV
近两年复合增速
1.8%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $472.5M | $342.1M |
| 净利润 | $-17.1M | $-6.4M |
| 毛利率 | 22.0% | 43.6% |
| 营业利润率 | -6.4% | -2.5% |
| 净利率 | -3.6% | -1.9% |
| 营收同比 | 181.9% | 7.3% |
| 净利润同比 | -875.1% | -1.7% |
| 每股收益（稀释后） | $-0.34 | $-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AVAVSFIX
| Q4 25 | $472.5M | $342.1M | ||
| Q3 25 | $454.7M | $311.2M | ||
| Q2 25 | $275.1M | $325.0M | ||
| Q1 25 | $167.6M | $312.1M | ||
| Q4 24 | $188.5M | $318.8M | ||
| Q3 24 | $189.5M | $319.6M | ||
| Q2 24 | $197.0M | $322.7M | ||
| Q1 24 | $186.6M | $330.4M |
净利润AVAVSFIX
| Q4 25 | $-17.1M | $-6.4M | ||
| Q3 25 | $-67.4M | $-8.6M | ||
| Q2 25 | $16.7M | $-7.4M | ||
| Q1 25 | $-1.8M | $-6.5M | ||
| Q4 24 | $7.5M | $-6.3M | ||
| Q3 24 | $21.2M | $-36.5M | ||
| Q2 24 | $6.0M | $-21.3M | ||
| Q1 24 | $13.9M | $-35.5M |
毛利率AVAVSFIX
| Q4 25 | 22.0% | 43.6% | ||
| Q3 25 | 20.9% | 43.6% | ||
| Q2 25 | 36.5% | 44.2% | ||
| Q1 25 | 37.7% | 44.5% | ||
| Q4 24 | 39.1% | 45.4% | ||
| Q3 24 | 43.0% | 44.6% | ||
| Q2 24 | 38.4% | 45.5% | ||
| Q1 24 | 36.1% | 43.4% |
营业利润率AVAVSFIX
| Q4 25 | -6.4% | -2.5% | ||
| Q3 25 | -15.2% | -3.6% | ||
| Q2 25 | 5.0% | -3.0% | ||
| Q1 25 | -1.8% | -2.9% | ||
| Q4 24 | 3.7% | -2.8% | ||
| Q3 24 | 12.2% | -13.1% | ||
| Q2 24 | 3.0% | -7.7% | ||
| Q1 24 | 7.7% | -11.5% |
净利率AVAVSFIX
| Q4 25 | -3.6% | -1.9% | ||
| Q3 25 | -14.8% | -2.8% | ||
| Q2 25 | 6.1% | -2.3% | ||
| Q1 25 | -1.0% | -2.1% | ||
| Q4 24 | 4.0% | -2.0% | ||
| Q3 24 | 11.2% | -11.4% | ||
| Q2 24 | 3.1% | -6.6% | ||
| Q1 24 | 7.4% | -10.8% |
每股收益（稀释后）AVAVSFIX
| Q4 25 | $-0.34 | $-0.05 | ||
| Q3 25 | $-1.44 | $-0.06 | ||
| Q2 25 | $0.59 | $-0.06 | ||
| Q1 25 | $-0.06 | $-0.05 | ||
| Q4 24 | $0.27 | $-0.05 | ||
| Q3 24 | $0.75 | $-0.29 | ||
| Q2 24 | $0.18 | $-0.18 | ||
| Q1 24 | $0.50 | $-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 | $588.5M | $244.2M |
| 总债务越低越好 | $747.5M | — |
| 股东权益账面价值 | $4.4B | $204.1M |
| 总资产 | $5.6B | $530.7M |
| 负债/权益比越低杠杆越低 | 0.17× | — |
8季度趋势，按日历期对齐
现金及短期投资AVAVSFIX
| Q4 25 | $588.5M | $244.2M | ||
| Q3 25 | $685.8M | $234.9M | ||
| Q2 25 | $40.9M | $234.2M | ||
| Q1 25 | $47.0M | $219.1M | ||
| Q4 24 | $69.0M | $253.3M | ||
| Q3 24 | $81.2M | $247.0M | ||
| Q2 24 | $73.3M | $244.5M | ||
| Q1 24 | $107.7M | $229.8M |
总债务AVAVSFIX
| Q4 25 | $747.5M | — | ||
| Q3 25 | $747.5M | — | ||
| Q2 25 | $30.0M | — | ||
| Q1 25 | $25.0M | — | ||
| Q4 24 | $15.0M | — | ||
| Q3 24 | $17.5M | — | ||
| Q2 24 | $28.0M | — | ||
| Q1 24 | $40.0M | — |
股东权益AVAVSFIX
| Q4 25 | $4.4B | $204.1M | ||
| Q3 25 | $4.4B | $203.0M | ||
| Q2 25 | $886.5M | $200.4M | ||
| Q1 25 | $861.1M | $197.8M | ||
| Q4 24 | $858.4M | $190.5M | ||
| Q3 24 | $845.5M | $187.0M | ||
| Q2 24 | $822.7M | $208.9M | ||
| Q1 24 | $813.0M | $213.3M |
总资产AVAVSFIX
| Q4 25 | $5.6B | $530.7M | ||
| Q3 25 | $5.6B | $480.6M | ||
| Q2 25 | $1.1B | $484.7M | ||
| Q1 25 | $1.0B | $472.6M | ||
| Q4 24 | $1.0B | $507.1M | ||
| Q3 24 | $999.2M | $486.9M | ||
| Q2 24 | $1.0B | $537.0M | ||
| Q1 24 | $980.3M | $538.3M |
负债/权益比AVAVSFIX
| Q4 25 | 0.17× | — | ||
| Q3 25 | 0.17× | — | ||
| Q2 25 | 0.03× | — | ||
| Q1 25 | 0.03× | — | ||
| Q4 24 | 0.02× | — | ||
| Q3 24 | 0.02× | — | ||
| Q2 24 | 0.03× | — | ||
| Q1 24 | 0.05× | — |
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 | $-45.1M | $10.9M |
| 自由现金流经营现金流 - 资本支出 | $-55.9M | $5.6M |
| 自由现金流率自由现金流/营收 | -11.8% | 1.6% |
| 资本支出强度资本支出/营收 | 2.3% | 1.6% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $-240.7M | $4.9M |
8季度趋势，按日历期对齐
经营现金流AVAVSFIX
| Q4 25 | $-45.1M | $10.9M | ||
| Q3 25 | $-123.7M | $7.0M | ||
| Q2 25 | $-264.0K | $20.5M | ||
| Q1 25 | $-25.8M | $-16.2M | ||
| Q4 24 | $-3.6M | $14.3M | ||
| Q3 24 | $28.4M | $8.2M | ||
| Q2 24 | $-11.7M | $21.7M | ||
| Q1 24 | $52.6M | $-22.3M |
自由现金流AVAVSFIX
| Q4 25 | $-55.9M | $5.6M | ||
| Q3 25 | $-146.5M | $2.8M | ||
| Q2 25 | $-8.8M | $16.0M | ||
| Q1 25 | $-29.6M | $-19.4M | ||
| Q4 24 | $-8.7M | $9.9M | ||
| Q3 24 | $22.9M | $4.5M | ||
| Q2 24 | $-20.8M | $18.9M | ||
| Q1 24 | $48.8M | $-26.1M |
自由现金流率AVAVSFIX
| Q4 25 | -11.8% | 1.6% | ||
| Q3 25 | -32.2% | 0.9% | ||
| Q2 25 | -3.2% | 4.9% | ||
| Q1 25 | -17.7% | -6.2% | ||
| Q4 24 | -4.6% | 3.1% | ||
| Q3 24 | 12.1% | 1.4% | ||
| Q2 24 | -10.5% | 5.9% | ||
| Q1 24 | 26.1% | -7.9% |
资本支出强度AVAVSFIX
| Q4 25 | 2.3% | 1.6% | ||
| Q3 25 | 5.0% | 1.4% | ||
| Q2 25 | 3.1% | 1.4% | ||
| Q1 25 | 2.3% | 1.0% | ||
| Q4 24 | 2.7% | 1.4% | ||
| Q3 24 | 2.9% | 1.2% | ||
| Q2 24 | 4.6% | 0.9% | ||
| Q1 24 | 2.0% | 1.1% |
现金转化率AVAVSFIX
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | -0.02× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | -0.48× | — | ||
| Q3 24 | 1.34× | — | ||
| Q2 24 | -1.93× | — | ||
| Q1 24 | 3.79× | — |
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
AVAV
| Services | $130.2M | 28% |
| Cost Plus | $95.8M | 20% |
| Uncrewed Aircraft Systems | $89.8M | 19% |
| Space And Directed Energy | $53.2M | 11% |
| Non U.s.Government | $42.2M | 9% |
| TM | $31.9M | 7% |
| Other | $30.7M | 7% |
SFIX
暂无分部数据
