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Chewy, Inc.（CHWY）与Atlassian Corp（TEAM）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Atlassian Corp的2.0倍（$3.1B vs $1.6B），Chewy, Inc.净利率更高（1.9% vs -2.7%，领先4.6%），Atlassian Corp同比增速更快（23.3% vs 8.3%），Chewy, Inc.自由现金流更多（$175.8M vs $168.5M）
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。
Dragoneer投资集团是总部位于美国加利福尼亚州旧金山的专业投资机构，专注于全球科技领域的投资布局，业务覆盖公开股票市场与私募股权市场，在全球科技投资赛道拥有丰富的运作经验和行业资源。
CHWY vs TEAM — 直观对比
营收规模更大
CHWY
是对方的2.0倍
$1.6B
营收增速更快
TEAM
高出15.0%
8.3%
净利率更高
CHWY
高出4.6%
-2.7%
自由现金流更多
CHWY
多$7.3M
$168.5M
损益表 — Q3 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.1B | $1.6B |
| 净利润 | $59.2M | $-42.6M |
| 毛利率 | 29.8% | 85.0% |
| 营业利润率 | 2.1% | -3.0% |
| 净利率 | 1.9% | -2.7% |
| 营收同比 | 8.3% | 23.3% |
| 净利润同比 | 1405.6% | -11.6% |
| 每股收益（稀释后） | $0.14 | $-0.16 |
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CHWYTEAM
| Q4 25 | $3.1B | $1.6B | ||
| Q3 25 | $3.1B | $1.4B | ||
| Q2 25 | $3.1B | $1.4B | ||
| Q1 25 | $3.2B | $1.4B | ||
| Q4 24 | $2.9B | $1.3B | ||
| Q3 24 | $2.9B | $1.2B | ||
| Q2 24 | $2.9B | — | ||
| Q1 24 | $2.8B | $1.2B |
净利润CHWYTEAM
| Q4 25 | $59.2M | $-42.6M | ||
| Q3 25 | $62.0M | $-51.9M | ||
| Q2 25 | $62.4M | $-23.9M | ||
| Q1 25 | $22.8M | $-70.8M | ||
| Q4 24 | $3.9M | $-38.2M | ||
| Q3 24 | $299.1M | $-123.8M | ||
| Q2 24 | $66.9M | — | ||
| Q1 24 | $34.3M | $12.8M |
毛利率CHWYTEAM
| Q4 25 | 29.8% | 85.0% | ||
| Q3 25 | 30.4% | 82.0% | ||
| Q2 25 | 29.6% | 83.1% | ||
| Q1 25 | 28.5% | 83.8% | ||
| Q4 24 | 29.3% | 82.7% | ||
| Q3 24 | 29.5% | 81.7% | ||
| Q2 24 | 29.7% | — | ||
| Q1 24 | 28.2% | 82.1% |
营业利润率CHWYTEAM
| Q4 25 | 2.1% | -3.0% | ||
| Q3 25 | 2.2% | -6.7% | ||
| Q2 25 | 2.5% | -2.1% | ||
| Q1 25 | -0.3% | -0.9% | ||
| Q4 24 | 0.9% | -4.5% | ||
| Q3 24 | 1.1% | -2.7% | ||
| Q2 24 | 2.2% | — | ||
| Q1 24 | -0.7% | 1.5% |
净利率CHWYTEAM
| Q4 25 | 1.9% | -2.7% | ||
| Q3 25 | 2.0% | -3.6% | ||
| Q2 25 | 2.0% | -1.7% | ||
| Q1 25 | 0.7% | -5.2% | ||
| Q4 24 | 0.1% | -3.0% | ||
| Q3 24 | 10.5% | -10.4% | ||
| Q2 24 | 2.3% | — | ||
| Q1 24 | 1.2% | 1.1% |
每股收益（稀释后）CHWYTEAM
| Q4 25 | $0.14 | $-0.16 | ||
| Q3 25 | $0.14 | $-0.20 | ||
| Q2 25 | $0.15 | $-0.08 | ||
| Q1 25 | $0.07 | $-0.27 | ||
| Q4 24 | $0.01 | $-0.15 | ||
| Q3 24 | $0.68 | $-0.48 | ||
| Q2 24 | $0.15 | — | ||
| Q1 24 | $0.08 | $0.05 |
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 | $1.6B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $469.4M | $1.6B |
| 总资产 | $3.3B | $6.2B |
| 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CHWYTEAM
| Q4 25 | $701.5M | $1.6B | ||
| Q3 25 | $591.8M | $2.8B | ||
| Q2 25 | $616.4M | $2.9B | ||
| Q1 25 | $596.7M | $3.0B | ||
| Q4 24 | $507.5M | $2.5B | ||
| Q3 24 | $695.0M | $2.2B | ||
| Q2 24 | $1.1B | — | ||
| Q1 24 | $1.1B | $2.1B |
股东权益CHWYTEAM
| Q4 25 | $469.4M | $1.6B | ||
| Q3 25 | $389.9M | $1.4B | ||
| Q2 25 | $375.6M | $1.3B | ||
| Q1 25 | $261.5M | $1.4B | ||
| Q4 24 | $223.4M | $1.2B | ||
| Q3 24 | $486.7M | $1.0B | ||
| Q2 24 | $642.9M | — | ||
| Q1 24 | $510.2M | $1.1B |
总资产CHWYTEAM
| Q4 25 | $3.3B | $6.2B | ||
| Q3 25 | $3.1B | $5.7B | ||
| Q2 25 | $3.1B | $6.0B | ||
| Q1 25 | $3.0B | $5.9B | ||
| Q4 24 | $3.0B | $5.4B | ||
| Q3 24 | $3.1B | $5.0B | ||
| Q2 24 | $3.2B | — | ||
| Q1 24 | $3.2B | $5.1B |
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 | $177.8M |
| 自由现金流经营现金流 - 资本支出 | $175.8M | $168.5M |
| 自由现金流率自由现金流/营收 | 5.6% | 10.6% |
| 资本支出强度资本支出/营收 | 1.0% | 0.6% |
| 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 | $1.3B |
8季度趋势，按日历期对齐
经营现金流CHWYTEAM
| Q4 25 | $207.9M | $177.8M | ||
| Q3 25 | $133.9M | $128.7M | ||
| Q2 25 | $86.4M | $375.3M | ||
| Q1 25 | $207.5M | $652.7M | ||
| Q4 24 | $183.5M | $351.9M | ||
| Q3 24 | $123.4M | $80.5M | ||
| Q2 24 | $81.9M | — | ||
| Q1 24 | $98.9M | $565.4M |
自由现金流CHWYTEAM
| Q4 25 | $175.8M | $168.5M | ||
| Q3 25 | $105.9M | $114.6M | ||
| Q2 25 | $48.7M | $360.3M | ||
| Q1 25 | $156.6M | $638.3M | ||
| Q4 24 | $151.8M | $342.6M | ||
| Q3 24 | $91.5M | $74.3M | ||
| Q2 24 | $52.6M | — | ||
| Q1 24 | $66.5M | $554.9M |
自由现金流率CHWYTEAM
| Q4 25 | 5.6% | 10.6% | ||
| Q3 25 | 3.4% | 8.0% | ||
| Q2 25 | 1.6% | 26.0% | ||
| Q1 25 | 4.8% | 47.0% | ||
| Q4 24 | 5.3% | 26.6% | ||
| Q3 24 | 3.2% | 6.3% | ||
| Q2 24 | 1.8% | — | ||
| Q1 24 | 2.3% | 46.7% |
资本支出强度CHWYTEAM
| Q4 25 | 1.0% | 0.6% | ||
| Q3 25 | 0.9% | 1.0% | ||
| Q2 25 | 1.2% | 1.1% | ||
| Q1 25 | 1.6% | 1.1% | ||
| Q4 24 | 1.1% | 0.7% | ||
| Q3 24 | 1.1% | 0.5% | ||
| Q2 24 | 1.0% | — | ||
| Q1 24 | 1.1% | 0.9% |
现金转化率CHWYTEAM
| Q4 25 | 3.51× | — | ||
| Q3 25 | 2.16× | — | ||
| Q2 25 | 1.38× | — | ||
| Q1 25 | 9.10× | — | ||
| Q4 24 | 46.66× | — | ||
| Q3 24 | 0.41× | — | ||
| Q2 24 | 1.22× | — | ||
| Q1 24 | 2.89× | 44.34× |
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
TEAM
| Cloud Deployment Services | $1.1B | 67% |
| Data Center Deployment | $435.6M | 27% |
| Marketplace And Services Deployment | $83.7M | 5% |
