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Chewy, Inc.（CHWY）与LKQ Corporation（LKQ）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LKQ Corporation的1.0倍（$3.1B vs $3.0B），LKQ Corporation净利率更高（2.2% vs 1.9%，领先0.3%），Chewy, Inc.同比增速更快（8.3% vs -9.2%），LKQ Corporation自由现金流更多（$274.0M vs $175.8M），过去两年Chewy, Inc.的营收复合增速更高（4.6% vs -9.3%）
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。
LKQ Corporation是来自美国的汽车及其他车辆替代性、特种零配件供应商，主营业务为各类车辆维修、改装所需的替换系统、组件、设备及零配件销售，服务覆盖乘用车、卡车、休闲车、性能车等多种车型，业务网络遍及北美、欧洲及中国台湾地区。
CHWY vs LKQ — 直观对比
营收规模更大
CHWY
是对方的1.0倍
$3.0B
营收增速更快
CHWY
高出17.5%
-9.2%
净利率更高
LKQ
高出0.3%
1.9%
自由现金流更多
LKQ
多$98.2M
$175.8M
两年增速更快
CHWY
近两年复合增速
-9.3%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $3.1B | $3.0B |
| 净利润 | $59.2M | $66.0M |
| 毛利率 | 29.8% | 37.2% |
| 营业利润率 | 2.1% | 3.9% |
| 净利率 | 1.9% | 2.2% |
| 营收同比 | 8.3% | -9.2% |
| 净利润同比 | 1405.6% | -58.0% |
| 每股收益（稀释后） | $0.14 | $0.25 |
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CHWYLKQ
| Q4 25 | $3.1B | $3.0B | ||
| Q3 25 | $3.1B | $3.5B | ||
| Q2 25 | $3.1B | $3.6B | ||
| Q1 25 | $3.2B | $3.5B | ||
| Q4 24 | $2.9B | $3.4B | ||
| Q3 24 | $2.9B | $3.6B | ||
| Q2 24 | $2.9B | $3.7B | ||
| Q1 24 | $2.8B | $3.7B |
净利润CHWYLKQ
| Q4 25 | $59.2M | $66.0M | ||
| Q3 25 | $62.0M | $180.0M | ||
| Q2 25 | $62.4M | $193.0M | ||
| Q1 25 | $22.8M | $169.0M | ||
| Q4 24 | $3.9M | $157.0M | ||
| Q3 24 | $299.1M | $192.0M | ||
| Q2 24 | $66.9M | $186.0M | ||
| Q1 24 | $34.3M | $158.0M |
毛利率CHWYLKQ
| Q4 25 | 29.8% | 37.2% | ||
| Q3 25 | 30.4% | 38.3% | ||
| Q2 25 | 29.6% | 38.8% | ||
| Q1 25 | 28.5% | 39.8% | ||
| Q4 24 | 29.3% | 39.5% | ||
| Q3 24 | 29.5% | 38.9% | ||
| Q2 24 | 29.7% | 38.8% | ||
| Q1 24 | 28.2% | 39.2% |
营业利润率CHWYLKQ
| Q4 25 | 2.1% | 3.9% | ||
| Q3 25 | 2.2% | 7.8% | ||
| Q2 25 | 2.5% | 8.6% | ||
| Q1 25 | -0.3% | 8.3% | ||
| Q4 24 | 0.9% | 8.1% | ||
| Q3 24 | 1.1% | 8.6% | ||
| Q2 24 | 2.2% | 8.9% | ||
| Q1 24 | -0.7% | 7.8% |
净利率CHWYLKQ
| Q4 25 | 1.9% | 2.2% | ||
| Q3 25 | 2.0% | 5.1% | ||
| Q2 25 | 2.0% | 5.3% | ||
| Q1 25 | 0.7% | 4.9% | ||
| Q4 24 | 0.1% | 4.7% | ||
| Q3 24 | 10.5% | 5.4% | ||
| Q2 24 | 2.3% | 5.0% | ||
| Q1 24 | 1.2% | 4.3% |
每股收益（稀释后）CHWYLKQ
| Q4 25 | $0.14 | $0.25 | ||
| Q3 25 | $0.14 | $0.70 | ||
| Q2 25 | $0.15 | $0.75 | ||
| Q1 25 | $0.07 | $0.65 | ||
| Q4 24 | $0.01 | $0.60 | ||
| Q3 24 | $0.68 | $0.73 | ||
| Q2 24 | $0.15 | $0.70 | ||
| Q1 24 | $0.08 | $0.59 |
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 | $319.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $469.4M | $6.5B |
| 总资产 | $3.3B | $15.1B |
| 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CHWYLKQ
| Q4 25 | $701.5M | $319.0M | ||
| Q3 25 | $591.8M | $289.0M | ||
| Q2 25 | $616.4M | $289.0M | ||
| Q1 25 | $596.7M | $227.0M | ||
| Q4 24 | $507.5M | $234.0M | ||
| Q3 24 | $695.0M | $353.0M | ||
| Q2 24 | $1.1B | $276.0M | ||
| Q1 24 | $1.1B | $344.0M |
股东权益CHWYLKQ
| Q4 25 | $469.4M | $6.5B | ||
| Q3 25 | $389.9M | $6.6B | ||
| Q2 25 | $375.6M | $6.5B | ||
| Q1 25 | $261.5M | $6.2B | ||
| Q4 24 | $223.4M | $6.0B | ||
| Q3 24 | $486.7M | $6.2B | ||
| Q2 24 | $642.9M | $6.1B | ||
| Q1 24 | $510.2M | $6.2B |
总资产CHWYLKQ
| Q4 25 | $3.3B | $15.1B | ||
| Q3 25 | $3.1B | $15.6B | ||
| Q2 25 | $3.1B | $15.9B | ||
| Q1 25 | $3.0B | $15.5B | ||
| Q4 24 | $3.0B | $15.0B | ||
| Q3 24 | $3.1B | $15.5B | ||
| Q2 24 | $3.2B | $15.2B | ||
| Q1 24 | $3.2B | $15.3B |
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 | $207.9M | $330.0M |
| 自由现金流经营现金流 - 资本支出 | $175.8M | $274.0M |
| 自由现金流率自由现金流/营收 | 5.6% | 9.0% |
| 资本支出强度资本支出/营收 | 1.0% | 1.8% |
| 现金转化率经营现金流/净利润 | 3.51× | 5.00× |
| 过去12个月自由现金流最近4个季度 | $487.0M | $847.0M |
8季度趋势，按日历期对齐
经营现金流CHWYLKQ
| Q4 25 | $207.9M | $330.0M | ||
| Q3 25 | $133.9M | $440.0M | ||
| Q2 25 | $86.4M | $296.0M | ||
| Q1 25 | $207.5M | $-3.0M | ||
| Q4 24 | $183.5M | $235.0M | ||
| Q3 24 | $123.4M | $420.0M | ||
| Q2 24 | $81.9M | $213.0M | ||
| Q1 24 | $98.9M | $253.0M |
自由现金流CHWYLKQ
| Q4 25 | $175.8M | $274.0M | ||
| Q3 25 | $105.9M | $387.0M | ||
| Q2 25 | $48.7M | $243.0M | ||
| Q1 25 | $156.6M | $-57.0M | ||
| Q4 24 | $151.8M | $149.0M | ||
| Q3 24 | $91.5M | $341.0M | ||
| Q2 24 | $52.6M | $133.0M | ||
| Q1 24 | $66.5M | $187.0M |
自由现金流率CHWYLKQ
| Q4 25 | 5.6% | 9.0% | ||
| Q3 25 | 3.4% | 11.1% | ||
| Q2 25 | 1.6% | 6.7% | ||
| Q1 25 | 4.8% | -1.6% | ||
| Q4 24 | 5.3% | 4.4% | ||
| Q3 24 | 3.2% | 9.5% | ||
| Q2 24 | 1.8% | 3.6% | ||
| Q1 24 | 2.3% | 5.0% |
资本支出强度CHWYLKQ
| Q4 25 | 1.0% | 1.8% | ||
| Q3 25 | 0.9% | 1.5% | ||
| Q2 25 | 1.2% | 1.5% | ||
| Q1 25 | 1.6% | 1.6% | ||
| Q4 24 | 1.1% | 2.6% | ||
| Q3 24 | 1.1% | 2.2% | ||
| Q2 24 | 1.0% | 2.2% | ||
| Q1 24 | 1.1% | 1.8% |
现金转化率CHWYLKQ
| Q4 25 | 3.51× | 5.00× | ||
| Q3 25 | 2.16× | 2.44× | ||
| Q2 25 | 1.38× | 1.53× | ||
| Q1 25 | 9.10× | -0.02× | ||
| Q4 24 | 46.66× | 1.50× | ||
| Q3 24 | 0.41× | 2.19× | ||
| Q2 24 | 1.22× | 1.15× | ||
| Q1 24 | 2.89× | 1.60× |
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
LKQ
| Partsand Services Domain | $1.3B | 42% |
| Other | $1.2B | 40% |
| DE | $463.0M | 15% |
| Other Revenue | $85.0M | 3% |
