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Chewy, Inc.（CHWY）与罗克韦尔自动化（ROK）财务数据对比。点击上方公司名可切换其他公司
Chewy, Inc.的季度营收约是罗克韦尔自动化的1.5倍（$3.1B vs $2.1B），罗克韦尔自动化净利率更高（14.5% vs 1.9%，领先12.6%），罗克韦尔自动化同比增速更快（11.9% vs 8.3%），Chewy, Inc.自由现金流更多（$175.8M vs $170.0M），过去两年Chewy, Inc.的营收复合增速更高（4.6% vs -0.5%）
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。
罗克韦尔自动化是总部位于美国威斯康星州密尔沃基的工业自动化及数字化转型技术提供商，旗下拥有Allen-Bradley、FactoryTalk软件、LifecycleIQ服务等核心品牌，全球员工约2.7万人，服务覆盖100多个国家和地区的客户。
CHWY vs ROK — 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
ROK
高出3.6%
8.3%
净利率更高
ROK
高出12.6%
1.9%
自由现金流更多
CHWY
多$5.8M
$170.0M
两年增速更快
CHWY
近两年复合增速
-0.5%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.1B | $2.1B |
| 净利润 | $59.2M | $305.0M |
| 毛利率 | 29.8% | 48.3% |
| 营业利润率 | 2.1% | 20.7% |
| 净利率 | 1.9% | 14.5% |
| 营收同比 | 8.3% | 11.9% |
| 净利润同比 | 1405.6% | 65.8% |
| 每股收益（稀释后） | $0.14 | $2.69 |
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CHWYROK
| Q4 25 | $3.1B | $2.1B | ||
| Q3 25 | $3.1B | $2.3B | ||
| Q2 25 | $3.1B | $2.1B | ||
| Q1 25 | $3.2B | $2.0B | ||
| Q4 24 | $2.9B | $1.9B | ||
| Q3 24 | $2.9B | $2.0B | ||
| Q2 24 | $2.9B | $2.1B | ||
| Q1 24 | $2.8B | $2.1B |
净利润CHWYROK
| Q4 25 | $59.2M | $305.0M | ||
| Q3 25 | $62.0M | $138.0M | ||
| Q2 25 | $62.4M | $295.0M | ||
| Q1 25 | $22.8M | $252.0M | ||
| Q4 24 | $3.9M | $184.0M | ||
| Q3 24 | $299.1M | $239.1M | ||
| Q2 24 | $66.9M | $232.0M | ||
| Q1 24 | $34.3M | $266.2M |
毛利率CHWYROK
| Q4 25 | 29.8% | 48.3% | ||
| Q3 25 | 30.4% | 69.4% | ||
| Q2 25 | 29.6% | 40.9% | ||
| Q1 25 | 28.5% | 40.5% | ||
| Q4 24 | 29.3% | 38.4% | ||
| Q3 24 | 29.5% | 37.9% | ||
| Q2 24 | 29.7% | 38.8% | ||
| Q1 24 | 28.2% | 39.2% |
营业利润率CHWYROK
| Q4 25 | 2.1% | 20.7% | ||
| Q3 25 | 2.2% | 2.7% | ||
| Q2 25 | 2.5% | 16.0% | ||
| Q1 25 | -0.3% | 14.9% | ||
| Q4 24 | 0.9% | 17.1% | ||
| Q3 24 | 1.1% | 13.5% | ||
| Q2 24 | 2.2% | 12.4% | ||
| Q1 24 | -0.7% | 14.6% |
净利率CHWYROK
| Q4 25 | 1.9% | 14.5% | ||
| Q3 25 | 2.0% | 6.0% | ||
| Q2 25 | 2.0% | 13.8% | ||
| Q1 25 | 0.7% | 12.6% | ||
| Q4 24 | 0.1% | 9.8% | ||
| Q3 24 | 10.5% | 11.7% | ||
| Q2 24 | 2.3% | 11.3% | ||
| Q1 24 | 1.2% | 12.5% |
每股收益（稀释后）CHWYROK
| Q4 25 | $0.14 | $2.69 | ||
| Q3 25 | $0.14 | $1.24 | ||
| Q2 25 | $0.15 | $2.60 | ||
| Q1 25 | $0.07 | $2.22 | ||
| Q4 24 | $0.01 | $1.61 | ||
| Q3 24 | $0.68 | $2.09 | ||
| Q2 24 | $0.15 | $2.02 | ||
| Q1 24 | $0.08 | $2.31 |
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 | $444.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $469.4M | $3.7B |
| 总资产 | $3.3B | $11.2B |
| 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CHWYROK
| Q4 25 | $701.5M | $444.0M | ||
| Q3 25 | $591.8M | $468.0M | ||
| Q2 25 | $616.4M | $495.0M | ||
| Q1 25 | $596.7M | $456.0M | ||
| Q4 24 | $507.5M | $477.0M | ||
| Q3 24 | $695.0M | $471.3M | ||
| Q2 24 | $1.1B | $407.0M | ||
| Q1 24 | $1.1B | $470.5M |
总债务CHWYROK
| Q4 25 | — | — | ||
| Q3 25 | — | $2.6B | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $2.6B | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益CHWYROK
| Q4 25 | $469.4M | $3.7B | ||
| Q3 25 | $389.9M | $3.7B | ||
| Q2 25 | $375.6M | $3.5B | ||
| Q1 25 | $261.5M | $3.4B | ||
| Q4 24 | $223.4M | $3.4B | ||
| Q3 24 | $486.7M | $3.5B | ||
| Q2 24 | $642.9M | $3.3B | ||
| Q1 24 | $510.2M | $3.5B |
总资产CHWYROK
| Q4 25 | $3.3B | $11.2B | ||
| Q3 25 | $3.1B | $11.2B | ||
| Q2 25 | $3.1B | $11.2B | ||
| Q1 25 | $3.0B | $11.0B | ||
| Q4 24 | $3.0B | $10.9B | ||
| Q3 24 | $3.1B | $11.2B | ||
| Q2 24 | $3.2B | $11.2B | ||
| Q1 24 | $3.2B | $11.4B |
负债/权益比CHWYROK
| Q4 25 | — | — | ||
| Q3 25 | — | 0.72× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.73× | ||
| Q2 24 | — | — | ||
| Q1 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 | $234.0M |
| 自由现金流经营现金流 - 资本支出 | $175.8M | $170.0M |
| 自由现金流率自由现金流/营收 | 5.6% | 8.1% |
| 资本支出强度资本支出/营收 | 1.0% | 3.0% |
| 现金转化率经营现金流/净利润 | 3.51× | 0.77× |
| 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CHWYROK
| Q4 25 | $207.9M | $234.0M | ||
| Q3 25 | $133.9M | $454.0M | ||
| Q2 25 | $86.4M | $527.0M | ||
| Q1 25 | $207.5M | $199.0M | ||
| Q4 24 | $183.5M | $364.0M | ||
| Q3 24 | $123.4M | $432.3M | ||
| Q2 24 | $81.9M | $279.1M | ||
| Q1 24 | $98.9M | $119.8M |
自由现金流CHWYROK
| Q4 25 | $175.8M | $170.0M | ||
| Q3 25 | $105.9M | — | ||
| Q2 25 | $48.7M | $489.0M | ||
| Q1 25 | $156.6M | $171.0M | ||
| Q4 24 | $151.8M | $293.0M | ||
| Q3 24 | $91.5M | — | ||
| Q2 24 | $52.6M | $238.4M | ||
| Q1 24 | $66.5M | $68.6M |
自由现金流率CHWYROK
| Q4 25 | 5.6% | 8.1% | ||
| Q3 25 | 3.4% | — | ||
| Q2 25 | 1.6% | 22.8% | ||
| Q1 25 | 4.8% | 8.5% | ||
| Q4 24 | 5.3% | 15.6% | ||
| Q3 24 | 3.2% | — | ||
| Q2 24 | 1.8% | 11.6% | ||
| Q1 24 | 2.3% | 3.2% |
资本支出强度CHWYROK
| Q4 25 | 1.0% | 3.0% | ||
| Q3 25 | 0.9% | — | ||
| Q2 25 | 1.2% | 1.8% | ||
| Q1 25 | 1.6% | 1.4% | ||
| Q4 24 | 1.1% | 3.8% | ||
| Q3 24 | 1.1% | — | ||
| Q2 24 | 1.0% | 2.0% | ||
| Q1 24 | 1.1% | 2.4% |
现金转化率CHWYROK
| Q4 25 | 3.51× | 0.77× | ||
| Q3 25 | 2.16× | 3.29× | ||
| Q2 25 | 1.38× | 1.79× | ||
| Q1 25 | 9.10× | 0.79× | ||
| Q4 24 | 46.66× | 1.98× | ||
| Q3 24 | 0.41× | 1.81× | ||
| Q2 24 | 1.22× | 1.20× | ||
| Q1 24 | 2.89× | 0.45× |
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
ROK
| Productsand Solutions | $1.9B | 89% |
| Lifecycle Services Segment | $259.0M | 12% |
