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Chewy, Inc.（CHWY）与Viking Holdings Ltd（VIK）财务数据对比。点击上方公司名可切换其他公司
Viking Holdings Ltd的季度营收约是Chewy, Inc.的1.3倍（$4.0B vs $3.1B），Viking Holdings Ltd净利率更高（12.9% vs 1.9%，领先11.0%）
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。
本公司为注册于百慕大、运营总部设在美国的控股企业，旗下全资拥有诺唯真邮轮、大洋邮轮、丽晶七海邮轮三大邮轮品牌，合并业务规模位列全球第三大邮轮运营商，目前在纽约证券交易所公开上市。
CHWY vs VIK — 直观对比
营收规模更大
VIK
是对方的1.3倍
$3.1B
净利率更高
VIK
高出11.0%
1.9%
损益表 — Q3 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $3.1B | $4.0B |
| 净利润 | $59.2M | $514.0M |
| 毛利率 | 29.8% | 73.4% |
| 营业利润率 | 2.1% | 15.2% |
| 净利率 | 1.9% | 12.9% |
| 营收同比 | 8.3% | — |
| 净利润同比 | 1405.6% | 35.4% |
| 每股收益（稀释后） | $0.14 | $1.15 |
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CHWYVIK
| Q4 25 | $3.1B | — | ||
| Q3 25 | $3.1B | $4.0B | ||
| Q2 25 | $3.1B | $2.3B | ||
| Q1 25 | $3.2B | $718.2M | ||
| Q4 24 | $2.9B | — | ||
| Q3 24 | $2.9B | $3.6B | ||
| Q2 24 | $2.9B | $2.1B | ||
| Q1 24 | $2.8B | — |
净利润CHWYVIK
| Q4 25 | $59.2M | — | ||
| Q3 25 | $62.0M | $514.0M | ||
| Q2 25 | $62.4M | $439.2M | ||
| Q1 25 | $22.8M | $-105.5M | ||
| Q4 24 | $3.9M | — | ||
| Q3 24 | $299.1M | $379.7M | ||
| Q2 24 | $66.9M | $159.8M | ||
| Q1 24 | $34.3M | — |
毛利率CHWYVIK
| Q4 25 | 29.8% | — | ||
| Q3 25 | 30.4% | 73.4% | ||
| Q2 25 | 29.6% | 55.7% | ||
| Q1 25 | 28.5% | 17.3% | ||
| Q4 24 | 29.3% | — | ||
| Q3 24 | 29.5% | 74.7% | ||
| Q2 24 | 29.7% | 57.8% | ||
| Q1 24 | 28.2% | — |
营业利润率CHWYVIK
| Q4 25 | 2.1% | — | ||
| Q3 25 | 2.2% | 15.2% | ||
| Q2 25 | 2.5% | 23.7% | ||
| Q1 25 | -0.3% | -1.3% | ||
| Q4 24 | 0.9% | — | ||
| Q3 24 | 1.1% | 13.6% | ||
| Q2 24 | 2.2% | 20.5% | ||
| Q1 24 | -0.7% | — |
净利率CHWYVIK
| Q4 25 | 1.9% | — | ||
| Q3 25 | 2.0% | 12.9% | ||
| Q2 25 | 2.0% | 19.1% | ||
| Q1 25 | 0.7% | -14.7% | ||
| Q4 24 | 0.1% | — | ||
| Q3 24 | 10.5% | 10.6% | ||
| Q2 24 | 2.3% | 7.7% | ||
| Q1 24 | 1.2% | — |
每股收益（稀释后）CHWYVIK
| Q4 25 | $0.14 | — | ||
| Q3 25 | $0.14 | $1.15 | ||
| Q2 25 | $0.15 | $0.99 | ||
| Q1 25 | $0.07 | $-0.24 | ||
| Q4 24 | $0.01 | — | ||
| Q3 24 | $0.68 | $0.87 | ||
| Q2 24 | $0.15 | $0.38 | ||
| Q1 24 | $0.08 | — |
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 | $3.0B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $469.4M | $803.5M |
| 总资产 | $3.3B | $11.5B |
| 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CHWYVIK
| Q4 25 | $701.5M | — | ||
| Q3 25 | $591.8M | $3.0B | ||
| Q2 25 | $616.4M | $2.6B | ||
| Q1 25 | $596.7M | $2.8B | ||
| Q4 24 | $507.5M | — | ||
| Q3 24 | $695.0M | $2.4B | ||
| Q2 24 | $1.1B | $1.8B | ||
| Q1 24 | $1.1B | — |
股东权益CHWYVIK
| Q4 25 | $469.4M | — | ||
| Q3 25 | $389.9M | $803.5M | ||
| Q2 25 | $375.6M | $278.3M | ||
| Q1 25 | $261.5M | $-267.5M | ||
| Q4 24 | $223.4M | — | ||
| Q3 24 | $486.7M | $-688.9M | ||
| Q2 24 | $642.9M | $-1.1B | ||
| Q1 24 | $510.2M | — |
总资产CHWYVIK
| Q4 25 | $3.3B | — | ||
| Q3 25 | $3.1B | $11.5B | ||
| Q2 25 | $3.1B | $11.1B | ||
| Q1 25 | $3.0B | $10.7B | ||
| Q4 24 | $3.0B | — | ||
| Q3 24 | $3.1B | — | ||
| Q2 24 | $3.2B | — | ||
| Q1 24 | $3.2B | — |
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 | $663.9M |
| 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× | 1.29× |
| 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CHWYVIK
| Q4 25 | $207.9M | — | ||
| Q3 25 | $133.9M | $663.9M | ||
| Q2 25 | $86.4M | $470.7M | ||
| Q1 25 | $207.5M | $587.9M | ||
| Q4 24 | $183.5M | — | ||
| Q3 24 | $123.4M | $828.7M | ||
| Q2 24 | $81.9M | $419.8M | ||
| Q1 24 | $98.9M | — |
自由现金流CHWYVIK
| Q4 25 | $175.8M | — | ||
| Q3 25 | $105.9M | — | ||
| Q2 25 | $48.7M | — | ||
| Q1 25 | $156.6M | — | ||
| Q4 24 | $151.8M | — | ||
| Q3 24 | $91.5M | — | ||
| Q2 24 | $52.6M | — | ||
| Q1 24 | $66.5M | — |
自由现金流率CHWYVIK
| Q4 25 | 5.6% | — | ||
| Q3 25 | 3.4% | — | ||
| Q2 25 | 1.6% | — | ||
| Q1 25 | 4.8% | — | ||
| Q4 24 | 5.3% | — | ||
| Q3 24 | 3.2% | — | ||
| Q2 24 | 1.8% | — | ||
| Q1 24 | 2.3% | — |
资本支出强度CHWYVIK
| Q4 25 | 1.0% | — | ||
| Q3 25 | 0.9% | — | ||
| Q2 25 | 1.2% | — | ||
| Q1 25 | 1.6% | — | ||
| Q4 24 | 1.1% | — | ||
| Q3 24 | 1.1% | — | ||
| Q2 24 | 1.0% | — | ||
| Q1 24 | 1.1% | — |
现金转化率CHWYVIK
| Q4 25 | 3.51× | — | ||
| Q3 25 | 2.16× | 1.29× | ||
| Q2 25 | 1.38× | 1.07× | ||
| Q1 25 | 9.10× | — | ||
| Q4 24 | 46.66× | — | ||
| Q3 24 | 0.41× | 2.18× | ||
| Q2 24 | 1.22× | 2.63× | ||
| Q1 24 | 2.89× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
