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Chewy, Inc.（CHWY）与金佰利（KMB）财务数据对比。点击上方公司名可切换其他公司
金佰利的季度营收约是Chewy, Inc.的1.3倍（$4.2B vs $3.1B），金佰利净利率更高（16.2% vs 1.9%，领先14.3%），Chewy, Inc.同比增速更快（8.3% vs 2.7%），过去两年Chewy, Inc.的营收复合增速更高（4.6% vs -9.0%）
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。
金佰利是源自美国的跨国消费品及个人护理集团，主打纸质类消费品，同时生产卫生用纸制品、外科及医疗器具。旗下拥有舒洁面巾纸、高洁丝女性护理产品、好奇纸尿裤及婴儿湿巾、Scott卫生纸等知名品牌，产品销往全球多个国家和地区。
CHWY vs KMB — 直观对比
营收规模更大
KMB
是对方的1.3倍
$3.1B
营收增速更快
CHWY
高出5.6%
2.7%
净利率更高
KMB
高出14.3%
1.9%
两年增速更快
CHWY
近两年复合增速
-9.0%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.1B | $4.2B |
| 净利润 | $59.2M | $675.0M |
| 毛利率 | 29.8% | 36.8% |
| 营业利润率 | 2.1% | 18.1% |
| 净利率 | 1.9% | 16.2% |
| 营收同比 | 8.3% | 2.7% |
| 净利润同比 | 1405.6% | 17.8% |
| 每股收益（稀释后） | $0.14 | $2.00 |
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CHWYKMB
| Q1 26 | — | $4.2B | ||
| Q4 25 | $3.1B | $3.3B | ||
| Q3 25 | $3.1B | $4.2B | ||
| Q2 25 | $3.1B | $4.2B | ||
| Q1 25 | $3.2B | $4.8B | ||
| Q4 24 | $2.9B | $4.9B | ||
| Q3 24 | $2.9B | $5.0B | ||
| Q2 24 | $2.9B | $5.0B |
净利润CHWYKMB
| Q1 26 | — | $675.0M | ||
| Q4 25 | $59.2M | $499.0M | ||
| Q3 25 | $62.0M | $446.0M | ||
| Q2 25 | $62.4M | $509.0M | ||
| Q1 25 | $22.8M | $567.0M | ||
| Q4 24 | $3.9M | $447.0M | ||
| Q3 24 | $299.1M | $907.0M | ||
| Q2 24 | $66.9M | $544.0M |
毛利率CHWYKMB
| Q1 26 | — | 36.8% | ||
| Q4 25 | 29.8% | 37.7% | ||
| Q3 25 | 30.4% | 36.0% | ||
| Q2 25 | 29.6% | 35.0% | ||
| Q1 25 | 28.5% | 35.8% | ||
| Q4 24 | 29.3% | 34.0% | ||
| Q3 24 | 29.5% | 36.0% | ||
| Q2 24 | 29.7% | 36.0% |
营业利润率CHWYKMB
| Q1 26 | — | 18.1% | ||
| Q4 25 | 2.1% | 11.2% | ||
| Q3 25 | 2.2% | 15.0% | ||
| Q2 25 | 2.5% | 14.2% | ||
| Q1 25 | -0.3% | 15.9% | ||
| Q4 24 | 0.9% | 11.1% | ||
| Q3 24 | 1.1% | 23.3% | ||
| Q2 24 | 2.2% | 13.0% |
净利率CHWYKMB
| Q1 26 | — | 16.2% | ||
| Q4 25 | 1.9% | 15.1% | ||
| Q3 25 | 2.0% | 10.7% | ||
| Q2 25 | 2.0% | 12.2% | ||
| Q1 25 | 0.7% | 11.7% | ||
| Q4 24 | 0.1% | 9.1% | ||
| Q3 24 | 10.5% | 18.3% | ||
| Q2 24 | 2.3% | 10.8% |
每股收益（稀释后）CHWYKMB
| Q1 26 | — | $2.00 | ||
| Q4 25 | $0.14 | $1.50 | ||
| Q3 25 | $0.14 | $1.34 | ||
| Q2 25 | $0.15 | $1.53 | ||
| Q1 25 | $0.07 | $1.70 | ||
| Q4 24 | $0.01 | $1.34 | ||
| Q3 24 | $0.68 | $2.69 | ||
| Q2 24 | $0.15 | $1.61 |
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 | $542.0K |
| 总债务越低越好 | — | $6.5M |
| 股东权益账面价值 | $469.4M | $1.9M |
| 总资产 | $3.3B | $17.2M |
| 负债/权益比越低杠杆越低 | — | 3.38× |
8季度趋势，按日历期对齐
现金及短期投资CHWYKMB
| Q1 26 | — | $542.0K | ||
| Q4 25 | $701.5M | $688.0M | ||
| Q3 25 | $591.8M | $617.0M | ||
| Q2 25 | $616.4M | $634.0M | ||
| Q1 25 | $596.7M | $563.0M | ||
| Q4 24 | $507.5M | $1.0B | ||
| Q3 24 | $695.0M | $1.1B | ||
| Q2 24 | $1.1B | $1.2B |
总债务CHWYKMB
| Q1 26 | — | $6.5M | ||
| Q4 25 | — | $6.5B | ||
| Q3 25 | — | $6.5B | ||
| Q2 25 | — | $6.5B | ||
| Q1 25 | — | $6.5B | ||
| Q4 24 | — | $6.9B | ||
| Q3 24 | — | $6.9B | ||
| Q2 24 | — | $7.2B |
股东权益CHWYKMB
| Q1 26 | — | $1.9M | ||
| Q4 25 | $469.4M | $1.5B | ||
| Q3 25 | $389.9M | $1.3B | ||
| Q2 25 | $375.6M | $1.3B | ||
| Q1 25 | $261.5M | $1.1B | ||
| Q4 24 | $223.4M | $840.0M | ||
| Q3 24 | $486.7M | $1.3B | ||
| Q2 24 | $642.9M | $1.1B |
总资产CHWYKMB
| Q1 26 | — | $17.2M | ||
| Q4 25 | $3.3B | $17.1B | ||
| Q3 25 | $3.1B | $16.9B | ||
| Q2 25 | $3.1B | $16.8B | ||
| Q1 25 | $3.0B | $16.3B | ||
| Q4 24 | $3.0B | $16.5B | ||
| Q3 24 | $3.1B | $17.2B | ||
| Q2 24 | $3.2B | $17.3B |
负债/权益比CHWYKMB
| Q1 26 | — | 3.38× | ||
| Q4 25 | — | 4.31× | ||
| Q3 25 | — | 4.86× | ||
| Q2 25 | — | 5.09× | ||
| Q1 25 | — | 5.89× | ||
| Q4 24 | — | 8.18× | ||
| Q3 24 | — | 5.36× | ||
| Q2 24 | — | 6.30× |
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CHWYKMB
| Q1 26 | — | — | ||
| Q4 25 | $207.9M | $972.0M | ||
| Q3 25 | $133.9M | $708.0M | ||
| Q2 25 | $86.4M | $770.0M | ||
| Q1 25 | $207.5M | $327.0M | ||
| Q4 24 | $183.5M | $817.0M | ||
| Q3 24 | $123.4M | $958.0M | ||
| Q2 24 | $81.9M | $1.0B |
自由现金流CHWYKMB
| Q1 26 | — | — | ||
| Q4 25 | $175.8M | $575.0M | ||
| Q3 25 | $105.9M | $368.0M | ||
| Q2 25 | $48.7M | $573.0M | ||
| Q1 25 | $156.6M | $123.0M | ||
| Q4 24 | $151.8M | $608.0M | ||
| Q3 24 | $91.5M | $798.0M | ||
| Q2 24 | $52.6M | $863.0M |
自由现金流率CHWYKMB
| Q1 26 | — | — | ||
| Q4 25 | 5.6% | 17.5% | ||
| Q3 25 | 3.4% | 8.9% | ||
| Q2 25 | 1.6% | 13.8% | ||
| Q1 25 | 4.8% | 2.5% | ||
| Q4 24 | 5.3% | 12.3% | ||
| Q3 24 | 3.2% | 16.1% | ||
| Q2 24 | 1.8% | 17.2% |
资本支出强度CHWYKMB
| Q1 26 | — | — | ||
| Q4 25 | 1.0% | 12.1% | ||
| Q3 25 | 0.9% | 8.2% | ||
| Q2 25 | 1.2% | 4.7% | ||
| Q1 25 | 1.6% | 4.2% | ||
| Q4 24 | 1.1% | 4.2% | ||
| Q3 24 | 1.1% | 3.2% | ||
| Q2 24 | 1.0% | 3.1% |
现金转化率CHWYKMB
| Q1 26 | — | — | ||
| Q4 25 | 3.51× | 1.95× | ||
| Q3 25 | 2.16× | 1.59× | ||
| Q2 25 | 1.38× | 1.51× | ||
| Q1 25 | 9.10× | 0.58× | ||
| Q4 24 | 46.66× | 1.83× | ||
| Q3 24 | 0.41× | 1.06× | ||
| Q2 24 | 1.22× | 1.88× |
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
KMB
| NA | $2.7B | 64% |
| IPC | $1.5B | 36% |
