vs
康代（CAMT）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.的季度营收约是康代的1.4倍（$342.1M vs $242.0M），康代净利率更高（28.1% vs -1.9%，领先30.0%）
康代有限公司是全球领先的高精度检测与计量系统研发生产商，服务半导体、印刷电路板、先进封装等领域，为亚洲、北美、欧洲的客户提供工艺控制、缺陷检测、良率优化等相关解决方案。
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。
CAMT vs SFIX — 直观对比
营收规模更大
SFIX
是对方的1.4倍
$242.0M
净利率更高
CAMT
高出30.0%
-1.9%
损益表 — Q2 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $242.0M | $342.1M |
| 净利润 | $68.0M | $-6.4M |
| 毛利率 | 50.9% | 43.6% |
| 营业利润率 | 26.7% | -2.5% |
| 净利率 | 28.1% | -1.9% |
| 营收同比 | — | 7.3% |
| 净利润同比 | — | -1.7% |
| 每股收益（稀释后） | — | $-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CAMTSFIX
| Q4 25 | — | $342.1M | ||
| Q3 25 | — | $311.2M | ||
| Q2 25 | $242.0M | $325.0M | ||
| Q1 25 | — | $312.1M | ||
| Q4 24 | — | $318.8M | ||
| Q3 24 | — | $319.6M | ||
| Q2 24 | $199.6M | $322.7M | ||
| Q1 24 | — | $330.4M |
净利润CAMTSFIX
| Q4 25 | — | $-6.4M | ||
| Q3 25 | — | $-8.6M | ||
| Q2 25 | $68.0M | $-7.4M | ||
| Q1 25 | — | $-6.5M | ||
| Q4 24 | — | $-6.3M | ||
| Q3 24 | — | $-36.5M | ||
| Q2 24 | $52.8M | $-21.3M | ||
| Q1 24 | — | $-35.5M |
毛利率CAMTSFIX
| Q4 25 | — | 43.6% | ||
| Q3 25 | — | 43.6% | ||
| Q2 25 | 50.9% | 44.2% | ||
| Q1 25 | — | 44.5% | ||
| Q4 24 | — | 45.4% | ||
| Q3 24 | — | 44.6% | ||
| Q2 24 | 48.1% | 45.5% | ||
| Q1 24 | — | 43.4% |
营业利润率CAMTSFIX
| Q4 25 | — | -2.5% | ||
| Q3 25 | — | -3.6% | ||
| Q2 25 | 26.7% | -3.0% | ||
| Q1 25 | — | -2.9% | ||
| Q4 24 | — | -2.8% | ||
| Q3 24 | — | -13.1% | ||
| Q2 24 | 23.6% | -7.7% | ||
| Q1 24 | — | -11.5% |
净利率CAMTSFIX
| Q4 25 | — | -1.9% | ||
| Q3 25 | — | -2.8% | ||
| Q2 25 | 28.1% | -2.3% | ||
| Q1 25 | — | -2.1% | ||
| Q4 24 | — | -2.0% | ||
| Q3 24 | — | -11.4% | ||
| Q2 24 | 26.4% | -6.6% | ||
| Q1 24 | — | -10.8% |
每股收益（稀释后）CAMTSFIX
| Q4 25 | — | $-0.05 | ||
| Q3 25 | — | $-0.06 | ||
| Q2 25 | — | $-0.06 | ||
| Q1 25 | — | $-0.05 | ||
| Q4 24 | — | $-0.05 | ||
| Q3 24 | — | $-0.29 | ||
| Q2 24 | — | $-0.18 | ||
| Q1 24 | — | $-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 | $232.0M | $244.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $626.5M | $204.1M |
| 总资产 | $974.7M | $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CAMTSFIX
| Q4 25 | — | $244.2M | ||
| Q3 25 | — | $234.9M | ||
| Q2 25 | $232.0M | $234.2M | ||
| Q1 25 | — | $219.1M | ||
| Q4 24 | — | $253.3M | ||
| Q3 24 | — | $247.0M | ||
| Q2 24 | $109.8M | $244.5M | ||
| Q1 24 | — | $229.8M |
股东权益CAMTSFIX
| Q4 25 | — | $204.1M | ||
| Q3 25 | — | $203.0M | ||
| Q2 25 | $626.5M | $200.4M | ||
| Q1 25 | — | $197.8M | ||
| Q4 24 | — | $190.5M | ||
| Q3 24 | — | $187.0M | ||
| Q2 24 | $475.4M | $208.9M | ||
| Q1 24 | — | $213.3M |
总资产CAMTSFIX
| Q4 25 | — | $530.7M | ||
| Q3 25 | — | $480.6M | ||
| Q2 25 | $974.7M | $484.7M | ||
| Q1 25 | — | $472.6M | ||
| Q4 24 | — | $507.1M | ||
| Q3 24 | — | $486.9M | ||
| Q2 24 | $796.2M | $537.0M | ||
| Q1 24 | — | $538.3M |
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 | $47.1M | $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 | 0.69× | — |
| 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CAMTSFIX
| Q4 25 | — | $10.9M | ||
| Q3 25 | — | $7.0M | ||
| Q2 25 | $47.1M | $20.5M | ||
| Q1 25 | — | $-16.2M | ||
| Q4 24 | — | $14.3M | ||
| Q3 24 | — | $8.2M | ||
| Q2 24 | $70.1M | $21.7M | ||
| Q1 24 | — | $-22.3M |
自由现金流CAMTSFIX
| 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CAMTSFIX
| 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CAMTSFIX
| 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CAMTSFIX
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 0.69× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 1.33× | — | ||
| Q1 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
