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Chewy, Inc.（CHWY）与Dover Corporation（DOV）财务数据对比。点击上方公司名可切换其他公司
Chewy, Inc.的季度营收约是Dover Corporation的1.5倍（$3.1B vs $2.1B），Dover Corporation净利率更高（13.4% vs 1.9%，领先11.5%），Dover Corporation同比增速更快（12.5% vs 8.3%），过去两年Chewy, Inc.的营收复合增速更高（4.6% vs -1.8%）
Chewy Inc.是总部位于美国佛罗里达州普兰泰申的宠物用品线上零售商，主营宠物食品及各类宠物相关产品，2019年于纽约证券交易所挂牌上市，股票代码CHWY，是北美知名的宠物电商平台，为宠物主提供丰富可靠的一站式宠物消费选购服务。
美国工业产品综合性制造集团，1955年成立，总部位于伊利诺伊州唐纳斯格罗夫。旗下业务分为工程产品、清洁能源与加注、成像与识别、泵与工艺解决方案、气候与可持续技术五大板块，为标普500指数成分股，纽交所交易代码DOV，2024年位列财富榜单第448位。
CHWY vs DOV — 直观对比
营收规模更大
CHWY
是对方的1.5倍
$2.1B
营收增速更快
DOV
高出4.2%
8.3%
净利率更高
DOV
高出11.5%
1.9%
两年增速更快
CHWY
近两年复合增速
-1.8%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.1B | $2.1B |
| 净利润 | $59.2M | $282.1M |
| 毛利率 | 29.8% | 39.1% |
| 营业利润率 | 2.1% | 16.5% |
| 净利率 | 1.9% | 13.4% |
| 营收同比 | 8.3% | 12.5% |
| 净利润同比 | 1405.6% | 22.2% |
| 每股收益（稀释后） | $0.14 | $2.06 |
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CHWYDOV
| Q1 26 | — | $2.1B | ||
| Q4 25 | $3.1B | $2.1B | ||
| Q3 25 | $3.1B | $2.1B | ||
| Q2 25 | $3.1B | $2.0B | ||
| Q1 25 | $3.2B | $1.9B | ||
| Q4 24 | $2.9B | $1.5B | ||
| Q3 24 | $2.9B | $2.0B | ||
| Q2 24 | $2.9B | $2.2B |
净利润CHWYDOV
| Q1 26 | — | $282.1M | ||
| Q4 25 | $59.2M | $282.1M | ||
| Q3 25 | $62.0M | $302.0M | ||
| Q2 25 | $62.4M | $279.1M | ||
| Q1 25 | $22.8M | $230.8M | ||
| Q4 24 | $3.9M | $1.4B | ||
| Q3 24 | $299.1M | $347.1M | ||
| Q2 24 | $66.9M | $281.8M |
毛利率CHWYDOV
| Q1 26 | — | 39.1% | ||
| Q4 25 | 29.8% | 39.1% | ||
| Q3 25 | 30.4% | 40.1% | ||
| Q2 25 | 29.6% | 39.9% | ||
| Q1 25 | 28.5% | 40.0% | ||
| Q4 24 | 29.3% | 41.4% | ||
| Q3 24 | 29.5% | 38.5% | ||
| Q2 24 | 29.7% | 37.7% |
营业利润率CHWYDOV
| Q1 26 | — | 16.5% | ||
| Q4 25 | 2.1% | 16.5% | ||
| Q3 25 | 2.2% | 18.2% | ||
| Q2 25 | 2.5% | 17.3% | ||
| Q1 25 | -0.3% | 15.9% | ||
| Q4 24 | 0.9% | 14.0% | ||
| Q3 24 | 1.1% | 16.8% | ||
| Q2 24 | 2.2% | 17.0% |
净利率CHWYDOV
| Q1 26 | — | 13.4% | ||
| Q4 25 | 1.9% | 13.4% | ||
| Q3 25 | 2.0% | 14.5% | ||
| Q2 25 | 2.0% | 13.6% | ||
| Q1 25 | 0.7% | 12.4% | ||
| Q4 24 | 0.1% | 96.4% | ||
| Q3 24 | 10.5% | 17.5% | ||
| Q2 24 | 2.3% | 12.9% |
每股收益（稀释后）CHWYDOV
| Q1 26 | — | $2.06 | ||
| Q4 25 | $0.14 | $2.06 | ||
| Q3 25 | $0.14 | $2.19 | ||
| Q2 25 | $0.15 | $2.02 | ||
| Q1 25 | $0.07 | $1.67 | ||
| Q4 24 | $0.01 | $10.38 | ||
| Q3 24 | $0.68 | $2.51 | ||
| Q2 24 | $0.15 | $2.04 |
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 | $701.5M | — |
| 总债务越低越好 | — | $3.3B |
| 股东权益账面价值 | $469.4M | $7.4B |
| 总资产 | $3.3B | $13.4B |
| 负债/权益比越低杠杆越低 | — | 0.45× |
8季度趋势，按日历期对齐
现金及短期投资CHWYDOV
| Q1 26 | — | — | ||
| Q4 25 | $701.5M | — | ||
| Q3 25 | $591.8M | — | ||
| Q2 25 | $616.4M | — | ||
| Q1 25 | $596.7M | — | ||
| Q4 24 | $507.5M | — | ||
| Q3 24 | $695.0M | — | ||
| Q2 24 | $1.1B | — |
总债务CHWYDOV
| Q1 26 | — | $3.3B | ||
| Q4 25 | — | $3.3B | ||
| Q3 25 | — | $3.1B | ||
| Q2 25 | — | $3.1B | ||
| Q1 25 | — | $3.0B | ||
| Q4 24 | — | $2.9B | ||
| Q3 24 | — | $3.0B | ||
| Q2 24 | — | $3.0B |
股东权益CHWYDOV
| Q1 26 | — | $7.4B | ||
| Q4 25 | $469.4M | $7.4B | ||
| Q3 25 | $389.9M | $7.7B | ||
| Q2 25 | $375.6M | $7.4B | ||
| Q1 25 | $261.5M | $7.1B | ||
| Q4 24 | $223.4M | $7.0B | ||
| Q3 24 | $486.7M | $5.7B | ||
| Q2 24 | $642.9M | $5.4B |
总资产CHWYDOV
| Q1 26 | — | $13.4B | ||
| Q4 25 | $3.3B | $13.4B | ||
| Q3 25 | $3.1B | $13.4B | ||
| Q2 25 | $3.1B | $13.2B | ||
| Q1 25 | $3.0B | $12.6B | ||
| Q4 24 | $3.0B | $12.5B | ||
| Q3 24 | $3.1B | $11.9B | ||
| Q2 24 | $3.2B | $11.3B |
负债/权益比CHWYDOV
| Q1 26 | — | 0.45× | ||
| Q4 25 | — | 0.45× | ||
| Q3 25 | — | 0.40× | ||
| Q2 25 | — | 0.41× | ||
| Q1 25 | — | 0.42× | ||
| Q4 24 | — | 0.42× | ||
| Q3 24 | — | 0.53× | ||
| Q2 24 | — | 0.55× |
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 | $207.9M | — |
| 自由现金流经营现金流 - 资本支出 | $175.8M | — |
| 自由现金流率自由现金流/营收 | 5.6% | — |
| 资本支出强度资本支出/营收 | 1.0% | — |
| 现金转化率经营现金流/净利润 | 3.51× | — |
| 过去12个月自由现金流最近4个季度 | $487.0M | — |
8季度趋势，按日历期对齐
经营现金流CHWYDOV
| Q1 26 | — | — | ||
| Q4 25 | $207.9M | $543.9M | ||
| Q3 25 | $133.9M | $424.2M | ||
| Q2 25 | $86.4M | $212.3M | ||
| Q1 25 | $207.5M | $157.5M | ||
| Q4 24 | $183.5M | $439.0M | ||
| Q3 24 | $123.4M | $353.2M | ||
| Q2 24 | $81.9M | $203.7M |
自由现金流CHWYDOV
| Q1 26 | — | — | ||
| Q4 25 | $175.8M | $487.0M | ||
| Q3 25 | $105.9M | $370.1M | ||
| Q2 25 | $48.7M | $151.4M | ||
| Q1 25 | $156.6M | $109.3M | ||
| Q4 24 | $151.8M | $385.0M | ||
| Q3 24 | $91.5M | $325.0M | ||
| Q2 24 | $52.6M | $162.8M |
自由现金流率CHWYDOV
| Q1 26 | — | — | ||
| Q4 25 | 5.6% | 23.2% | ||
| Q3 25 | 3.4% | 17.8% | ||
| Q2 25 | 1.6% | 7.4% | ||
| Q1 25 | 4.8% | 5.9% | ||
| Q4 24 | 5.3% | 25.8% | ||
| Q3 24 | 3.2% | 16.4% | ||
| Q2 24 | 1.8% | 7.5% |
资本支出强度CHWYDOV
| Q1 26 | — | — | ||
| Q4 25 | 1.0% | 2.7% | ||
| Q3 25 | 0.9% | 2.6% | ||
| Q2 25 | 1.2% | 3.0% | ||
| Q1 25 | 1.6% | 2.6% | ||
| Q4 24 | 1.1% | 3.6% | ||
| Q3 24 | 1.1% | 1.4% | ||
| Q2 24 | 1.0% | 1.9% |
现金转化率CHWYDOV
| Q1 26 | — | — | ||
| Q4 25 | 3.51× | 1.93× | ||
| Q3 25 | 2.16× | 1.40× | ||
| Q2 25 | 1.38× | 0.76× | ||
| Q1 25 | 9.10× | 0.68× | ||
| Q4 24 | 46.66× | 0.31× | ||
| Q3 24 | 0.41× | 1.02× | ||
| Q2 24 | 1.22× | 0.72× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
