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Chewy, Inc.（CHWY）与GigaCloud Technology Inc（GCT）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GigaCloud Technology Inc的9.4倍（$3.1B vs $332.6M）。GigaCloud Technology Inc净利率更高（11.2% vs 1.9%，领先9.3%）。GigaCloud Technology Inc同比增速更快（9.7% vs 8.3%）。Chewy, Inc.自由现金流更多（$175.8M vs $77.1M）。过去两年GigaCloud Technology Inc的营收复合增速更高（36.6% vs 4.6%）
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。
GigaCloud Technology Inc是一家美国电商企业，主打家具、家电、健身器材等体积较大、规格不统一商品的B2B交易，旗下拥有线上B2B交易平台，业务覆盖撮合交易、全程物流直至终端配送环节。公司总部位于加利福尼亚州埃尔蒙特，自2022年8月起在纳斯达克挂牌上市。
CHWY vs GCT — 直观对比
营收规模更大
CHWY
是对方的9.4倍
$332.6M
营收增速更快
GCT
高出1.4%
8.3%
净利率更高
GCT
高出9.3%
1.9%
自由现金流更多
CHWY
多$98.7M
$77.1M
两年增速更快
GCT
近两年复合增速
4.6%
损益表 — Q3 2026 vs Q3 2025
| 指标 | | |
|---|---|---|
| 营收 | $3.1B | $332.6M |
| 净利润 | $59.2M | $37.2M |
| 毛利率 | 29.8% | 23.2% |
| 营业利润率 | 2.1% | 12.2% |
| 净利率 | 1.9% | 11.2% |
| 营收同比 | 8.3% | 9.7% |
| 净利润同比 | 1405.6% | -8.6% |
| 每股收益（稀释后） | $0.14 | $0.99 |
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CHWYGCT
| Q4 25 | $3.1B | — | ||
| Q3 25 | $3.1B | $332.6M | ||
| Q2 25 | $3.1B | $322.6M | ||
| Q1 25 | $3.2B | $271.9M | ||
| Q4 24 | $2.9B | $295.8M | ||
| Q3 24 | $2.9B | $303.3M | ||
| Q2 24 | $2.9B | $310.9M | ||
| Q1 24 | $2.8B | $251.1M |
净利润CHWYGCT
| Q4 25 | $59.2M | — | ||
| Q3 25 | $62.0M | $37.2M | ||
| Q2 25 | $62.4M | $34.6M | ||
| Q1 25 | $22.8M | $27.1M | ||
| Q4 24 | $3.9M | $31.0M | ||
| Q3 24 | $299.1M | $40.7M | ||
| Q2 24 | $66.9M | $27.0M | ||
| Q1 24 | $34.3M | $27.2M |
毛利率CHWYGCT
| Q4 25 | 29.8% | — | ||
| Q3 25 | 30.4% | 23.2% | ||
| Q2 25 | 29.6% | 23.9% | ||
| Q1 25 | 28.5% | 23.4% | ||
| Q4 24 | 29.3% | 22.0% | ||
| Q3 24 | 29.5% | 25.5% | ||
| Q2 24 | 29.7% | 24.6% | ||
| Q1 24 | 28.2% | 26.5% |
营业利润率CHWYGCT
| Q4 25 | 2.1% | — | ||
| Q3 25 | 2.2% | 12.2% | ||
| Q2 25 | 2.5% | 11.1% | ||
| Q1 25 | -0.3% | 10.4% | ||
| Q4 24 | 0.9% | 9.3% | ||
| Q3 24 | 1.1% | 13.4% | ||
| Q2 24 | 2.2% | 8.8% | ||
| Q1 24 | -0.7% | 13.9% |
净利率CHWYGCT
| Q4 25 | 1.9% | — | ||
| Q3 25 | 2.0% | 11.2% | ||
| Q2 25 | 2.0% | 10.7% | ||
| Q1 25 | 0.7% | 10.0% | ||
| Q4 24 | 0.1% | 10.5% | ||
| Q3 24 | 10.5% | 13.4% | ||
| Q2 24 | 2.3% | 8.7% | ||
| Q1 24 | 1.2% | 10.8% |
每股收益（稀释后）CHWYGCT
| Q4 25 | $0.14 | — | ||
| Q3 25 | $0.14 | $0.99 | ||
| Q2 25 | $0.15 | $0.91 | ||
| Q1 25 | $0.07 | $0.68 | ||
| Q4 24 | $0.01 | $0.76 | ||
| Q3 24 | $0.68 | $0.98 | ||
| Q2 24 | $0.15 | $0.65 | ||
| Q1 24 | $0.08 | $0.66 |
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 | $365.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $469.4M | $457.3M |
| 总资产 | $3.3B | $1.1B |
| 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CHWYGCT
| Q4 25 | $701.5M | — | ||
| Q3 25 | $591.8M | $365.9M | ||
| Q2 25 | $616.4M | $303.0M | ||
| Q1 25 | $596.7M | $286.8M | ||
| Q4 24 | $507.5M | $302.4M | ||
| Q3 24 | $695.0M | $259.8M | ||
| Q2 24 | $1.1B | $207.8M | ||
| Q1 24 | $1.1B | $195.3M |
股东权益CHWYGCT
| Q4 25 | $469.4M | — | ||
| Q3 25 | $389.9M | $457.3M | ||
| Q2 25 | $375.6M | $431.4M | ||
| Q1 25 | $261.5M | $412.9M | ||
| Q4 24 | $223.4M | $405.2M | ||
| Q3 24 | $486.7M | $400.4M | ||
| Q2 24 | $642.9M | $358.4M | ||
| Q1 24 | $510.2M | $317.8M |
总资产CHWYGCT
| Q4 25 | $3.3B | — | ||
| Q3 25 | $3.1B | $1.1B | ||
| Q2 25 | $3.1B | $1.1B | ||
| Q1 25 | $3.0B | $1.1B | ||
| Q4 24 | $3.0B | $1.1B | ||
| Q3 24 | $3.1B | $1.1B | ||
| Q2 24 | $3.2B | $1.1B | ||
| Q1 24 | $3.2B | $977.6M |
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 | $78.3M |
| 自由现金流经营现金流 - 资本支出 | $175.8M | $77.1M |
| 自由现金流率自由现金流/营收 | 5.6% | 23.2% |
| 资本支出强度资本支出/营收 | 1.0% | 0.4% |
| 现金转化率经营现金流/净利润 | 3.51× | 2.10× |
| 过去12个月自由现金流最近4个季度 | $487.0M | $188.1M |
8季度趋势，按日历期对齐
经营现金流CHWYGCT
| Q4 25 | $207.9M | — | ||
| Q3 25 | $133.9M | $78.3M | ||
| Q2 25 | $86.4M | $38.6M | ||
| Q1 25 | $207.5M | $9.4M | ||
| Q4 24 | $183.5M | $68.4M | ||
| Q3 24 | $123.4M | $55.2M | ||
| Q2 24 | $81.9M | $19.1M | ||
| Q1 24 | $98.9M | $15.3M |
自由现金流CHWYGCT
| Q4 25 | $175.8M | — | ||
| Q3 25 | $105.9M | $77.1M | ||
| Q2 25 | $48.7M | $37.0M | ||
| Q1 25 | $156.6M | $7.0M | ||
| Q4 24 | $151.8M | $66.9M | ||
| Q3 24 | $91.5M | $51.4M | ||
| Q2 24 | $52.6M | $12.9M | ||
| Q1 24 | $66.5M | $11.3M |
自由现金流率CHWYGCT
| Q4 25 | 5.6% | — | ||
| Q3 25 | 3.4% | 23.2% | ||
| Q2 25 | 1.6% | 11.5% | ||
| Q1 25 | 4.8% | 2.6% | ||
| Q4 24 | 5.3% | 22.6% | ||
| Q3 24 | 3.2% | 16.9% | ||
| Q2 24 | 1.8% | 4.2% | ||
| Q1 24 | 2.3% | 4.5% |
资本支出强度CHWYGCT
| Q4 25 | 1.0% | — | ||
| Q3 25 | 0.9% | 0.4% | ||
| Q2 25 | 1.2% | 0.5% | ||
| Q1 25 | 1.6% | 0.9% | ||
| Q4 24 | 1.1% | 0.5% | ||
| Q3 24 | 1.1% | 1.3% | ||
| Q2 24 | 1.0% | 2.0% | ||
| Q1 24 | 1.1% | 1.6% |
现金转化率CHWYGCT
| Q4 25 | 3.51× | — | ||
| Q3 25 | 2.16× | 2.10× | ||
| Q2 25 | 1.38× | 1.12× | ||
| Q1 25 | 9.10× | 0.35× | ||
| Q4 24 | 46.66× | 2.21× | ||
| Q3 24 | 0.41× | 1.36× | ||
| Q2 24 | 1.22× | 0.71× | ||
| Q1 24 | 2.89× | 0.56× |
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
CHWY
暂无分部数据
GCT
| Services | $108.4M | 33% |
| Transferred Over Time | $89.8M | 27% |
| Product Sales To B | $50.1M | 15% |
| Last Mile Delivery Service | $49.2M | 15% |
| Warehousing Service | $14.2M | 4% |
| Ocean Transportation Service | $9.0M | 3% |
| Platform Commission | $4.9M | 1% |
| Drayage Service | $3.2M | 1% |
