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Bandwidth Inc.（BAND）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
Stitch Fix, Inc.的季度营收约是Bandwidth Inc.的1.6倍（$342.1M vs $208.8M），Bandwidth Inc.净利率更高（1.9% vs -1.9%，领先3.8%），Bandwidth Inc.同比增速更快（20.1% vs 7.3%），Stitch Fix, Inc.自由现金流更多（$5.6M vs $-1.0M），过去两年Bandwidth Inc.的营收复合增速更高（9.7% vs 1.8%）
Bandwidth Inc.是一家通信平台即服务提供商，依托自有全球IP语音网络，为客户提供语音、短信及应急服务相关的软件API产品，帮助开发者便捷集成通信功能，全球客户可借助其方案快速搭建符合需求的通信服务体系。
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。
BAND vs SFIX — 直观对比
营收规模更大
SFIX
是对方的1.6倍
$208.8M
营收增速更快
BAND
高出12.8%
7.3%
净利率更高
BAND
高出3.8%
-1.9%
自由现金流更多
SFIX
多$6.6M
$-1.0M
两年增速更快
BAND
近两年复合增速
1.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $208.8M | $342.1M |
| 净利润 | $4.0M | $-6.4M |
| 毛利率 | 37.3% | 43.6% |
| 营业利润率 | 60.5% | -2.5% |
| 净利率 | 1.9% | -1.9% |
| 营收同比 | 20.1% | 7.3% |
| 净利润同比 | 200.0% | -1.7% |
| 每股收益（稀释后） | $-0.08 | $-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BANDSFIX
| Q1 26 | $208.8M | — | ||
| Q4 25 | $207.7M | $342.1M | ||
| Q3 25 | $191.9M | $311.2M | ||
| Q2 25 | $180.0M | $325.0M | ||
| Q1 25 | $174.2M | $312.1M | ||
| Q4 24 | $210.0M | $318.8M | ||
| Q3 24 | $193.9M | $319.6M | ||
| Q2 24 | $173.6M | $322.7M |
净利润BANDSFIX
| Q1 26 | $4.0M | — | ||
| Q4 25 | — | $-6.4M | ||
| Q3 25 | $-1.2M | $-8.6M | ||
| Q2 25 | $-4.9M | $-7.4M | ||
| Q1 25 | $-3.7M | $-6.5M | ||
| Q4 24 | — | $-6.3M | ||
| Q3 24 | $413.0K | $-36.5M | ||
| Q2 24 | $4.1M | $-21.3M |
毛利率BANDSFIX
| Q1 26 | 37.3% | — | ||
| Q4 25 | 37.6% | 43.6% | ||
| Q3 25 | 38.5% | 43.6% | ||
| Q2 25 | 39.8% | 44.2% | ||
| Q1 25 | 41.0% | 44.5% | ||
| Q4 24 | 36.4% | 45.4% | ||
| Q3 24 | 37.7% | 44.6% | ||
| Q2 24 | 37.3% | 45.5% |
营业利润率BANDSFIX
| Q1 26 | 60.5% | — | ||
| Q4 25 | -1.9% | -2.5% | ||
| Q3 25 | -1.0% | -3.6% | ||
| Q2 25 | -2.1% | -3.0% | ||
| Q1 25 | -2.7% | -2.9% | ||
| Q4 24 | -1.3% | -2.8% | ||
| Q3 24 | -0.5% | -13.1% | ||
| Q2 24 | -3.5% | -7.7% |
净利率BANDSFIX
| Q1 26 | 1.9% | — | ||
| Q4 25 | — | -1.9% | ||
| Q3 25 | -0.6% | -2.8% | ||
| Q2 25 | -2.7% | -2.3% | ||
| Q1 25 | -2.1% | -2.1% | ||
| Q4 24 | — | -2.0% | ||
| Q3 24 | 0.2% | -11.4% | ||
| Q2 24 | 2.3% | -6.6% |
每股收益（稀释后）BANDSFIX
| Q1 26 | $-0.08 | — | ||
| Q4 25 | $-0.10 | $-0.05 | ||
| Q3 25 | $-0.04 | $-0.06 | ||
| Q2 25 | $-0.16 | $-0.06 | ||
| Q1 25 | $-0.13 | $-0.05 | ||
| Q4 24 | $0.27 | $-0.05 | ||
| Q3 24 | $0.01 | $-0.29 | ||
| Q2 24 | $-0.17 | $-0.18 |
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 | $47.3M | $244.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $405.7M | $204.1M |
| 总资产 | $984.2M | $530.7M |
| 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BANDSFIX
| Q1 26 | $47.3M | — | ||
| Q4 25 | $111.3M | $244.2M | ||
| Q3 25 | $80.4M | $234.9M | ||
| Q2 25 | $68.1M | $234.2M | ||
| Q1 25 | $41.7M | $219.1M | ||
| Q4 24 | $83.8M | $253.3M | ||
| Q3 24 | $79.9M | $247.0M | ||
| Q2 24 | $76.4M | $244.5M |
股东权益BANDSFIX
| Q1 26 | $405.7M | — | ||
| Q4 25 | $400.0M | $204.1M | ||
| Q3 25 | $392.7M | $203.0M | ||
| Q2 25 | $384.5M | $200.4M | ||
| Q1 25 | $345.4M | $197.8M | ||
| Q4 24 | $312.5M | $190.5M | ||
| Q3 24 | $336.6M | $187.0M | ||
| Q2 24 | $307.4M | $208.9M |
总资产BANDSFIX
| Q1 26 | $984.2M | — | ||
| Q4 25 | $1.1B | $530.7M | ||
| Q3 25 | $1.0B | $480.6M | ||
| Q2 25 | $1.0B | $484.7M | ||
| Q1 25 | $964.4M | $472.6M | ||
| Q4 24 | $989.2M | $507.1M | ||
| Q3 24 | $1.0B | $486.9M | ||
| Q2 24 | $1.0B | $537.0M |
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 | — | $10.9M |
| 自由现金流经营现金流 - 资本支出 | $-1.0M | $5.6M |
| 自由现金流率自由现金流/营收 | -0.5% | 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 | — | — |
| 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BANDSFIX
| Q1 26 | — | — | ||
| Q4 25 | $38.6M | $10.9M | ||
| Q3 25 | $22.2M | $7.0M | ||
| Q2 25 | $31.7M | $20.5M | ||
| Q1 25 | $-3.1M | $-16.2M | ||
| Q4 24 | $36.5M | $14.3M | ||
| Q3 24 | $20.5M | $8.2M | ||
| Q2 24 | $24.4M | $21.7M |
自由现金流BANDSFIX
| Q1 26 | $-1.0M | — | ||
| 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 |
自由现金流率BANDSFIX
| Q1 26 | -0.5% | — | ||
| 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% |
资本支出强度BANDSFIX
| Q1 26 | — | — | ||
| 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% |
现金转化率BANDSFIX
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 49.55× | — | ||
| Q2 24 | 6.03× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
