vs
Chewy, Inc.（CHWY）与SIRIUS XM HOLDINGS INC.（SIRI）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SIRIUS XM HOLDINGS INC.的1.4倍（$3.1B vs $2.2B），SIRIUS XM HOLDINGS INC.净利率更高（4.5% vs 1.9%，领先2.6%），Chewy, Inc.同比增速更快（8.3% vs 0.2%），SIRIUS XM HOLDINGS INC.自由现金流更多（$536.0M vs $175.8M），过去两年Chewy, Inc.的营收复合增速更高（4.6% vs 0.7%）
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。
天狼星XM控股旗下的XM卫星广播是美国及加拿大三大卫星与在线广播服务商之一，采用类似付费有线电视的订阅制模式运营。平台拥有73个音乐频道、39个新闻、体育、访谈及娱乐频道，另设21个区域交通气象频道与23个体育赛事直播频道，服务覆盖北美大量付费用户。
CHWY vs SIRI — 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
CHWY
高出8.1%
0.2%
净利率更高
SIRI
高出2.6%
1.9%
自由现金流更多
SIRI
多$360.2M
$175.8M
两年增速更快
CHWY
近两年复合增速
0.7%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $3.1B | $2.2B |
| 净利润 | $59.2M | $99.0M |
| 毛利率 | 29.8% | 53.1% |
| 营业利润率 | 2.1% | 10.3% |
| 净利率 | 1.9% | 4.5% |
| 营收同比 | 8.3% | 0.2% |
| 净利润同比 | 1405.6% | -55.4% |
| 每股收益（稀释后） | $0.14 | $0.23 |
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CHWYSIRI
| Q4 25 | $3.1B | $2.2B | ||
| Q3 25 | $3.1B | $2.2B | ||
| Q2 25 | $3.1B | $2.1B | ||
| Q1 25 | $3.2B | $2.1B | ||
| Q4 24 | $2.9B | $2.2B | ||
| Q3 24 | $2.9B | $2.2B | ||
| Q2 24 | $2.9B | $2.2B | ||
| Q1 24 | $2.8B | $2.2B |
净利润CHWYSIRI
| Q4 25 | $59.2M | $99.0M | ||
| Q3 25 | $62.0M | $297.0M | ||
| Q2 25 | $62.4M | $205.0M | ||
| Q1 25 | $22.8M | $204.0M | ||
| Q4 24 | $3.9M | $222.0M | ||
| Q3 24 | $299.1M | $-2.5B | ||
| Q2 24 | $66.9M | $304.0M | ||
| Q1 24 | $34.3M | $265.0M |
毛利率CHWYSIRI
| Q4 25 | 29.8% | 53.1% | ||
| Q3 25 | 30.4% | 52.2% | ||
| Q2 25 | 29.6% | 52.4% | ||
| Q1 25 | 28.5% | 52.0% | ||
| Q4 24 | 29.3% | 52.9% | ||
| Q3 24 | 29.5% | 53.2% | ||
| Q2 24 | 29.7% | 53.5% | ||
| Q1 24 | 28.2% | 52.5% |
营业利润率CHWYSIRI
| Q4 25 | 2.1% | 10.3% | ||
| Q3 25 | 2.2% | 22.8% | ||
| Q2 25 | 2.5% | 17.1% | ||
| Q1 25 | -0.3% | 18.7% | ||
| Q4 24 | 0.9% | 20.2% | ||
| Q3 24 | 1.1% | -133.6% | ||
| Q2 24 | 2.2% | 23.2% | ||
| Q1 24 | -0.7% | 20.2% |
净利率CHWYSIRI
| Q4 25 | 1.9% | 4.5% | ||
| Q3 25 | 2.0% | 13.8% | ||
| Q2 25 | 2.0% | 9.6% | ||
| Q1 25 | 0.7% | 9.9% | ||
| Q4 24 | 0.1% | 10.1% | ||
| Q3 24 | 10.5% | -113.1% | ||
| Q2 24 | 2.3% | 14.0% | ||
| Q1 24 | 1.2% | 12.3% |
每股收益（稀释后）CHWYSIRI
| Q4 25 | $0.14 | $0.23 | ||
| Q3 25 | $0.14 | $0.84 | ||
| Q2 25 | $0.15 | $0.57 | ||
| Q1 25 | $0.07 | $0.59 | ||
| Q4 24 | $0.01 | $2.45 | ||
| Q3 24 | $0.68 | $-8.74 | ||
| Q2 24 | $0.15 | $0.08 | ||
| Q1 24 | $0.08 | $0.07 |
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 | $94.0M |
| 总债务越低越好 | — | $8.6B |
| 股东权益账面价值 | $469.4M | $11.6B |
| 总资产 | $3.3B | $27.2B |
| 负债/权益比越低杠杆越低 | — | 0.75× |
8季度趋势，按日历期对齐
现金及短期投资CHWYSIRI
| Q4 25 | $701.5M | $94.0M | ||
| Q3 25 | $591.8M | $79.0M | ||
| Q2 25 | $616.4M | $92.0M | ||
| Q1 25 | $596.7M | $127.0M | ||
| Q4 24 | $507.5M | $162.0M | ||
| Q3 24 | $695.0M | $127.0M | ||
| Q2 24 | $1.1B | $100.0M | ||
| Q1 24 | $1.1B | $71.0M |
总债务CHWYSIRI
| Q4 25 | — | $8.6B | ||
| Q3 25 | — | $9.0B | ||
| Q2 25 | — | $10.1B | ||
| Q1 25 | — | $10.4B | ||
| Q4 24 | — | $10.3B | ||
| Q3 24 | — | $10.1B | ||
| Q2 24 | — | $9.0B | ||
| Q1 24 | — | $8.7B |
股东权益CHWYSIRI
| Q4 25 | $469.4M | $11.6B | ||
| Q3 25 | $389.9M | $11.6B | ||
| Q2 25 | $375.6M | $11.3B | ||
| Q1 25 | $261.5M | $11.2B | ||
| Q4 24 | $223.4M | $11.1B | ||
| Q3 24 | $486.7M | $10.9B | ||
| Q2 24 | $642.9M | $-2.1B | ||
| Q1 24 | $510.2M | $-2.4B |
总资产CHWYSIRI
| Q4 25 | $3.3B | $27.2B | ||
| Q3 25 | $3.1B | $27.4B | ||
| Q2 25 | $3.1B | $27.3B | ||
| Q1 25 | $3.0B | $27.4B | ||
| Q4 24 | $3.0B | $27.5B | ||
| Q3 24 | $3.1B | $27.5B | ||
| Q2 24 | $3.2B | $11.2B | ||
| Q1 24 | $3.2B | $11.2B |
负债/权益比CHWYSIRI
| Q4 25 | — | 0.75× | ||
| Q3 25 | — | 0.78× | ||
| Q2 25 | — | 0.89× | ||
| Q1 25 | — | 0.93× | ||
| Q4 24 | — | 0.93× | ||
| Q3 24 | — | 0.93× | ||
| 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 | $680.0M |
| 自由现金流经营现金流 - 资本支出 | $175.8M | $536.0M |
| 自由现金流率自由现金流/营收 | 5.6% | 24.4% |
| 资本支出强度资本支出/营收 | 1.0% | 6.6% |
| 现金转化率经营现金流/净利润 | 3.51× | 6.87× |
| 过去12个月自由现金流最近4个季度 | $487.0M | $1.2B |
8季度趋势，按日历期对齐
经营现金流CHWYSIRI
| Q4 25 | $207.9M | $680.0M | ||
| Q3 25 | $133.9M | $430.0M | ||
| Q2 25 | $86.4M | $546.0M | ||
| Q1 25 | $207.5M | $242.0M | ||
| Q4 24 | $183.5M | $679.0M | ||
| Q3 24 | $123.4M | $240.0M | ||
| Q2 24 | $81.9M | $514.0M | ||
| Q1 24 | $98.9M | $308.0M |
自由现金流CHWYSIRI
| Q4 25 | $175.8M | $536.0M | ||
| Q3 25 | $105.9M | $255.0M | ||
| Q2 25 | $48.7M | $401.0M | ||
| Q1 25 | $156.6M | $53.0M | ||
| Q4 24 | $151.8M | $514.0M | ||
| Q3 24 | $91.5M | $24.0M | ||
| Q2 24 | $52.6M | $341.0M | ||
| Q1 24 | $66.5M | $134.0M |
自由现金流率CHWYSIRI
| Q4 25 | 5.6% | 24.4% | ||
| Q3 25 | 3.4% | 11.8% | ||
| Q2 25 | 1.6% | 18.8% | ||
| Q1 25 | 4.8% | 2.6% | ||
| Q4 24 | 5.3% | 23.5% | ||
| Q3 24 | 3.2% | 1.1% | ||
| Q2 24 | 1.8% | 15.7% | ||
| Q1 24 | 2.3% | 6.2% |
资本支出强度CHWYSIRI
| Q4 25 | 1.0% | 6.6% | ||
| Q3 25 | 0.9% | 8.1% | ||
| Q2 25 | 1.2% | 6.8% | ||
| Q1 25 | 1.6% | 9.1% | ||
| Q4 24 | 1.1% | 7.5% | ||
| Q3 24 | 1.1% | 9.9% | ||
| Q2 24 | 1.0% | 7.9% | ||
| Q1 24 | 1.1% | 8.0% |
现金转化率CHWYSIRI
| Q4 25 | 3.51× | 6.87× | ||
| Q3 25 | 2.16× | 1.45× | ||
| Q2 25 | 1.38× | 2.66× | ||
| Q1 25 | 9.10× | 1.19× | ||
| Q4 24 | 46.66× | 3.06× | ||
| Q3 24 | 0.41× | — | ||
| Q2 24 | 1.22× | 1.69× | ||
| Q1 24 | 2.89× | 1.16× |
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
SIRI
| Subscription And Circulation | $1.6B | 74% |
| Advertising | $491.0M | 22% |
| Cost Of Sales Equipment Products And Services | $48.0M | 2% |
| Other Revenue | $28.0M | 1% |
