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Chewy, Inc.（CHWY）与Northern Trust（NTRS）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Northern Trust的1.4倍（$3.1B vs $2.2B），Northern Trust净利率更高（23.7% vs 1.9%，领先21.8%），Northern Trust同比增速更快（13.8% vs 8.3%），过去两年Northern Trust的营收复合增速更高（37.8% 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。
Northern Trust是总部位于美国伊利诺伊州芝加哥的专业金融服务企业，主要服务对象包括各类企业、机构投资者以及超高净值个人客户，是美国规模最大、持续运营历史最悠久的银行机构之一。截至2025年12月末，其管理资产规模达1.8万亿美元，托管资产规模达14.9万亿美元。
CHWY vs NTRS — 直观对比
营收规模更大
CHWY
是对方的1.4倍
$2.2B
营收增速更快
NTRS
高出5.4%
8.3%
净利率更高
NTRS
高出21.8%
1.9%
两年增速更快
NTRS
近两年复合增速
4.6%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.1B | $2.2B |
| 净利润 | $59.2M | $525.5M |
| 毛利率 | 29.8% | — |
| 营业利润率 | 2.1% | — |
| 净利率 | 1.9% | 23.7% |
| 营收同比 | 8.3% | 13.8% |
| 净利润同比 | 1405.6% | 13.0% |
| 每股收益（稀释后） | $0.14 | $2.71 |
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CHWYNTRS
| Q1 26 | — | $2.2B | ||
| Q4 25 | $3.1B | $1.3B | ||
| Q3 25 | $3.1B | $1.3B | ||
| Q2 25 | $3.1B | $1.2B | ||
| Q1 25 | $3.2B | $1.2B | ||
| Q4 24 | $2.9B | $1.2B | ||
| Q3 24 | $2.9B | $1.2B | ||
| Q2 24 | $2.9B | $1.2B |
净利润CHWYNTRS
| Q1 26 | — | $525.5M | ||
| Q4 25 | $59.2M | $466.0M | ||
| Q3 25 | $62.0M | $457.6M | ||
| Q2 25 | $62.4M | $421.3M | ||
| Q1 25 | $22.8M | $392.0M | ||
| Q4 24 | $3.9M | $455.4M | ||
| Q3 24 | $299.1M | $464.9M | ||
| Q2 24 | $66.9M | $896.1M |
毛利率CHWYNTRS
| Q1 26 | — | — | ||
| Q4 25 | 29.8% | — | ||
| Q3 25 | 30.4% | — | ||
| Q2 25 | 29.6% | — | ||
| Q1 25 | 28.5% | — | ||
| Q4 24 | 29.3% | — | ||
| Q3 24 | 29.5% | — | ||
| Q2 24 | 29.7% | — |
营业利润率CHWYNTRS
| Q1 26 | — | — | ||
| Q4 25 | 2.1% | 48.5% | ||
| Q3 25 | 2.2% | 49.0% | ||
| Q2 25 | 2.5% | 45.9% | ||
| Q1 25 | -0.3% | 43.0% | ||
| Q4 24 | 0.9% | 48.6% | ||
| Q3 24 | 1.1% | 50.2% | ||
| Q2 24 | 2.2% | — |
净利率CHWYNTRS
| Q1 26 | — | 23.7% | ||
| Q4 25 | 1.9% | 35.6% | ||
| Q3 25 | 2.0% | 36.2% | ||
| Q2 25 | 2.0% | 34.2% | ||
| Q1 25 | 0.7% | 32.3% | ||
| Q4 24 | 0.1% | 37.3% | ||
| Q3 24 | 10.5% | 38.9% | ||
| Q2 24 | 2.3% | 76.8% |
每股收益（稀释后）CHWYNTRS
| Q1 26 | — | $2.71 | ||
| Q4 25 | $0.14 | $2.42 | ||
| Q3 25 | $0.14 | $2.29 | ||
| Q2 25 | $0.15 | $2.13 | ||
| Q1 25 | $0.07 | $1.90 | ||
| Q4 24 | $0.01 | $2.25 | ||
| Q3 24 | $0.68 | $2.22 | ||
| Q2 24 | $0.15 | $4.34 |
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 | — | $2.9B |
| 股东权益账面价值 | $469.4M | $13.0B |
| 总资产 | $3.3B | $174.6B |
| 负债/权益比越低杠杆越低 | — | 0.22× |
8季度趋势，按日历期对齐
现金及短期投资CHWYNTRS
| 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CHWYNTRS
| Q1 26 | — | $2.9B | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益CHWYNTRS
| Q1 26 | — | $13.0B | ||
| Q4 25 | $469.4M | $13.0B | ||
| Q3 25 | $389.9M | $13.0B | ||
| Q2 25 | $375.6M | $12.9B | ||
| Q1 25 | $261.5M | $12.9B | ||
| Q4 24 | $223.4M | $12.8B | ||
| Q3 24 | $486.7M | $12.7B | ||
| Q2 24 | $642.9M | $12.7B |
总资产CHWYNTRS
| Q1 26 | — | $174.6B | ||
| Q4 25 | $3.3B | $177.1B | ||
| Q3 25 | $3.1B | $170.3B | ||
| Q2 25 | $3.1B | $171.9B | ||
| Q1 25 | $3.0B | $165.1B | ||
| Q4 24 | $3.0B | $155.5B | ||
| Q3 24 | $3.1B | $155.8B | ||
| Q2 24 | $3.2B | $156.8B |
负债/权益比CHWYNTRS
| Q1 26 | — | 0.22× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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CHWYNTRS
| Q1 26 | — | — | ||
| Q4 25 | $207.9M | $388.4M | ||
| Q3 25 | $133.9M | $525.8M | ||
| Q2 25 | $86.4M | $1.9B | ||
| Q1 25 | $207.5M | $2.7B | ||
| Q4 24 | $183.5M | $-2.6B | ||
| Q3 24 | $123.4M | $611.1M | ||
| Q2 24 | $81.9M | $3.0B |
自由现金流CHWYNTRS
| Q1 26 | — | — | ||
| Q4 25 | $175.8M | $355.6M | ||
| Q3 25 | $105.9M | $509.4M | ||
| Q2 25 | $48.7M | $1.9B | ||
| Q1 25 | $156.6M | $2.7B | ||
| Q4 24 | $151.8M | $-2.7B | ||
| Q3 24 | $91.5M | $585.4M | ||
| Q2 24 | $52.6M | $3.0B |
自由现金流率CHWYNTRS
| Q1 26 | — | — | ||
| Q4 25 | 5.6% | 27.2% | ||
| Q3 25 | 3.4% | 40.3% | ||
| Q2 25 | 1.6% | 150.8% | ||
| Q1 25 | 4.8% | 225.5% | ||
| Q4 24 | 5.3% | -218.9% | ||
| Q3 24 | 3.2% | 48.9% | ||
| Q2 24 | 1.8% | 254.7% |
资本支出强度CHWYNTRS
| Q1 26 | — | — | ||
| Q4 25 | 1.0% | 2.5% | ||
| Q3 25 | 0.9% | 1.3% | ||
| Q2 25 | 1.2% | 1.0% | ||
| Q1 25 | 1.6% | 1.0% | ||
| Q4 24 | 1.1% | 3.3% | ||
| Q3 24 | 1.1% | 2.1% | ||
| Q2 24 | 1.0% | 1.8% |
现金转化率CHWYNTRS
| Q1 26 | — | — | ||
| Q4 25 | 3.51× | 0.83× | ||
| Q3 25 | 2.16× | 1.15× | ||
| Q2 25 | 1.38× | 4.44× | ||
| Q1 25 | 9.10× | 7.01× | ||
| Q4 24 | 46.66× | -5.79× | ||
| Q3 24 | 0.41× | 1.31× | ||
| Q2 24 | 1.22× | 3.34× |
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
NTRS
| Trust, Investment and Other Servicing Fees | $1.3B | 61% |
| Other | $871.8M | 39% |
