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CALERES INC（CAL）与罗宾汉（HOOD）财务数据对比。点击上方公司名可切换其他公司
罗宾汉的季度营收约是CALERES INC的1.2倍（$927.0M vs $790.1M），罗宾汉净利率更高（36.2% vs 0.3%，领先35.9%），CALERES INC同比增速更快（6.6% vs -27.7%），过去两年罗宾汉的营收复合增速更高（16.6% vs 6.5%）
Caleres Inc是一家美国鞋履企业，旗下拥有并运营多个鞋履品牌，总部坐落于圣路易斯郊区密苏里州克莱顿。该企业前身是1878年在圣路易斯成立的Bryan, Brown & Company，此后历经多次更名，其前身汉密尔顿-布朗鞋业在20世纪初曾是美国最大的鞋履制造商。
罗宾汉市场（Robinhood Markets, Inc.）是总部位于美国加利福尼亚州门洛帕克的金融服务企业，旗下电子交易平台支持股票、ETF、期权、期货、加密货币等品类交易，还提供加密货币钱包、财富管理、信用卡等金融服务，部分银行服务与FDIC投保银行合作推出，同时运营新闻网站Sherwood.News。
CAL vs HOOD — 直观对比
营收规模更大
HOOD
是对方的1.2倍
$790.1M
营收增速更快
CAL
高出34.4%
-27.7%
净利率更高
HOOD
高出35.9%
0.3%
两年增速更快
HOOD
近两年复合增速
6.5%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $790.1M | $927.0M |
| 净利润 | $2.4M | $336.0M |
| 毛利率 | 41.8% | — |
| 营业利润率 | 1.5% | — |
| 净利率 | 0.3% | 36.2% |
| 营收同比 | 6.6% | -27.7% |
| 净利润同比 | -94.2% | -2.9% |
| 每股收益（稀释后） | $0.07 | $336.00 |
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CALHOOD
| Q1 26 | — | $927.0M | ||
| Q4 25 | $790.1M | $1.3B | ||
| Q3 25 | $658.5M | $1.3B | ||
| Q2 25 | $614.2M | $989.0M | ||
| Q1 25 | $639.2M | $927.0M | ||
| Q4 24 | $740.9M | $1.0B | ||
| Q3 24 | $683.3M | $637.0M | ||
| Q2 24 | $659.2M | $682.0M |
净利润CALHOOD
| Q1 26 | — | $336.0M | ||
| Q4 25 | $2.4M | $605.0M | ||
| Q3 25 | $6.7M | $556.0M | ||
| Q2 25 | $6.9M | $386.0M | ||
| Q1 25 | $4.9M | $336.0M | ||
| Q4 24 | $41.4M | $916.0M | ||
| Q3 24 | $30.0M | $150.0M | ||
| Q2 24 | $30.9M | $188.0M |
毛利率CALHOOD
| Q1 26 | — | — | ||
| Q4 25 | 41.8% | — | ||
| Q3 25 | 43.4% | — | ||
| Q2 25 | 45.4% | — | ||
| Q1 25 | 43.0% | — | ||
| Q4 24 | 44.1% | — | ||
| Q3 24 | 45.5% | — | ||
| Q2 24 | 46.9% | — |
营业利润率CALHOOD
| Q1 26 | — | — | ||
| Q4 25 | 1.5% | 51.5% | ||
| Q3 25 | 1.4% | 49.8% | ||
| Q2 25 | 1.9% | 44.7% | ||
| Q1 25 | 1.2% | 40.0% | ||
| Q4 24 | 7.7% | 55.0% | ||
| Q3 24 | 6.2% | 24.0% | ||
| Q2 24 | 6.5% | 28.0% |
净利率CALHOOD
| Q1 26 | — | 36.2% | ||
| Q4 25 | 0.3% | 47.2% | ||
| Q3 25 | 1.0% | 43.6% | ||
| Q2 25 | 1.1% | 39.0% | ||
| Q1 25 | 0.8% | 36.2% | ||
| Q4 24 | 5.6% | 90.3% | ||
| Q3 24 | 4.4% | 23.5% | ||
| Q2 24 | 4.7% | 27.6% |
每股收益（稀释后）CALHOOD
| Q1 26 | — | $336.00 | ||
| Q4 25 | $0.07 | $0.65 | ||
| Q3 25 | $0.20 | $0.61 | ||
| Q2 25 | $0.21 | $0.42 | ||
| Q1 25 | $0.17 | $0.37 | ||
| Q4 24 | $1.19 | $1.00 | ||
| Q3 24 | $0.85 | $0.17 | ||
| Q2 24 | $0.88 | $0.21 |
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 | $34.0M | $4.3B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $616.8M | $9.2B |
| 总资产 | $2.1B | $38.1B |
| 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CALHOOD
| Q1 26 | — | $4.3B | ||
| Q4 25 | $34.0M | $4.3B | ||
| Q3 25 | $191.5M | $4.3B | ||
| Q2 25 | $33.1M | $4.2B | ||
| Q1 25 | $29.6M | $4.4B | ||
| Q4 24 | $33.7M | $4.3B | ||
| Q3 24 | $51.8M | $4.6B | ||
| Q2 24 | $30.7M | $4.5B |
股东权益CALHOOD
| Q1 26 | — | $9.2B | ||
| Q4 25 | $616.8M | $9.2B | ||
| Q3 25 | $613.3M | $8.6B | ||
| Q2 25 | $605.2M | $8.1B | ||
| Q1 25 | $599.0M | $8.0B | ||
| Q4 24 | $598.3M | $8.0B | ||
| Q3 24 | $606.1M | $7.2B | ||
| Q2 24 | $570.3M | $7.1B |
总资产CALHOOD
| Q1 26 | — | $38.1B | ||
| Q4 25 | $2.1B | $38.1B | ||
| Q3 25 | $2.2B | $41.5B | ||
| Q2 25 | $1.9B | $35.3B | ||
| Q1 25 | $1.9B | $27.5B | ||
| Q4 24 | $2.0B | $26.2B | ||
| Q3 24 | $2.0B | $43.2B | ||
| Q2 24 | $1.9B | $41.3B |
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 | $-1.2M | $642.0M |
| 自由现金流经营现金流 - 资本支出 | $-12.4M | — |
| 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 | 1.4% | — |
| 现金转化率经营现金流/净利润 | -0.50× | 1.91× |
| 过去12个月自由现金流最近4个季度 | $14.4M | — |
8季度趋势，按日历期对齐
经营现金流CALHOOD
| Q1 26 | — | $642.0M | ||
| Q4 25 | $-1.2M | $-937.0M | ||
| Q3 25 | $47.3M | $-1.6B | ||
| Q2 25 | $-5.7M | $3.5B | ||
| Q1 25 | $28.7M | $642.0M | ||
| Q4 24 | $-39.8M | $-1.4B | ||
| Q3 24 | $79.6M | $1.8B | ||
| Q2 24 | $36.1M | $54.0M |
自由现金流CALHOOD
| Q1 26 | — | — | ||
| Q4 25 | $-12.4M | — | ||
| Q3 25 | $35.0M | — | ||
| Q2 25 | $-26.2M | — | ||
| Q1 25 | $18.0M | — | ||
| Q4 24 | $-57.4M | — | ||
| Q3 24 | $68.5M | — | ||
| Q2 24 | $26.3M | — |
自由现金流率CALHOOD
| Q1 26 | — | — | ||
| Q4 25 | -1.6% | — | ||
| Q3 25 | 5.3% | — | ||
| Q2 25 | -4.3% | — | ||
| Q1 25 | 2.8% | — | ||
| Q4 24 | -7.7% | — | ||
| Q3 24 | 10.0% | — | ||
| Q2 24 | 4.0% | — |
资本支出强度CALHOOD
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | — | ||
| Q3 25 | 1.9% | — | ||
| Q2 25 | 3.3% | — | ||
| Q1 25 | 1.7% | — | ||
| Q4 24 | 2.4% | — | ||
| Q3 24 | 1.6% | — | ||
| Q2 24 | 1.5% | — |
现金转化率CALHOOD
| Q1 26 | — | 1.91× | ||
| Q4 25 | -0.50× | -1.55× | ||
| Q3 25 | 7.05× | -2.83× | ||
| Q2 25 | -0.81× | 9.09× | ||
| Q1 25 | 5.82× | 1.91× | ||
| Q4 24 | -0.96× | -1.53× | ||
| Q3 24 | 2.66× | 12.08× | ||
| Q2 24 | 1.17× | 0.29× |
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
CAL
| Brand Portfolio | $383.7M | 49% |
| Landed Wholesale | $148.1M | 19% |
| Wholesale E Commerce | $75.0M | 9% |
| Ecommerce | $68.8M | 9% |
| Stuart Weitzman Brand | $45.8M | 6% |
| Landed Wholesale Ecommerce Drop Ship | $30.6M | 4% |
| First Cost Wholesale | $14.9M | 2% |
| Clt Brand Solutions | $10.2M | 1% |
| License And Royalty | $2.1M | 0% |
HOOD
| Transaction-based revenues | $583.0M | 63% |
| Other | $290.0M | 31% |
| Other revenues | $54.0M | 6% |
