vs
Chewy, Inc.（CHWY）与西部数据（WDC）财务数据对比。点击上方公司名可切换其他公司
Chewy, Inc.的季度营收约是西部数据的1.0倍（$3.1B vs $3.0B），西部数据净利率更高（61.1% vs 1.9%，领先59.2%），西部数据同比增速更快（31.5% vs 8.3%），过去两年Chewy, Inc.的营收复合增速更高（4.6% vs -6.6%）
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。
西部数据（简称WD）是总部位于美国加利福尼亚州圣何塞的知名数据存储企业，成立于1970年，是全球最大的硬盘驱动器（HDD）制造商之一，产品覆盖消费级、企业级等多元存储场景，为全球客户提供高性能、高可靠性的存储解决方案。
CHWY vs WDC — 直观对比
营收规模更大
CHWY
是对方的1.0倍
$3.0B
营收增速更快
WDC
高出23.2%
8.3%
净利率更高
WDC
高出59.2%
1.9%
两年增速更快
CHWY
近两年复合增速
-6.6%
损益表 — Q3 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.1B | $3.0B |
| 净利润 | $59.2M | $1.8B |
| 毛利率 | 29.8% | 45.7% |
| 营业利润率 | 2.1% | 30.1% |
| 净利率 | 1.9% | 61.1% |
| 营收同比 | 8.3% | 31.5% |
| 净利润同比 | 1405.6% | 254.2% |
| 每股收益（稀释后） | $0.14 | $4.73 |
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CHWYWDC
| Q1 26 | — | $3.0B | ||
| Q4 25 | $3.1B | $2.8B | ||
| Q3 25 | $3.1B | — | ||
| Q2 25 | $3.1B | $-1.2B | ||
| Q1 25 | $3.2B | $2.3B | ||
| Q4 24 | $2.9B | $4.3B | ||
| Q3 24 | $2.9B | $4.1B | ||
| Q2 24 | $2.9B | $3.8B |
净利润CHWYWDC
| Q1 26 | — | $1.8B | ||
| Q4 25 | $59.2M | $1.2B | ||
| Q3 25 | $62.0M | — | ||
| Q2 25 | $62.4M | $282.0M | ||
| Q1 25 | $22.8M | $520.0M | ||
| Q4 24 | $3.9M | $594.0M | ||
| Q3 24 | $299.1M | $493.0M | ||
| Q2 24 | $66.9M | $39.0M |
毛利率CHWYWDC
| Q1 26 | — | 45.7% | ||
| Q4 25 | 29.8% | 43.5% | ||
| Q3 25 | 30.4% | — | ||
| Q2 25 | 29.6% | — | ||
| Q1 25 | 28.5% | 39.8% | ||
| Q4 24 | 29.3% | 35.4% | ||
| Q3 24 | 29.5% | 37.9% | ||
| Q2 24 | 29.7% | 35.9% |
营业利润率CHWYWDC
| Q1 26 | — | 30.1% | ||
| Q4 25 | 2.1% | 28.1% | ||
| Q3 25 | 2.2% | — | ||
| Q2 25 | 2.5% | — | ||
| Q1 25 | -0.3% | 33.1% | ||
| Q4 24 | 0.9% | 19.9% | ||
| Q3 24 | 1.1% | 18.1% | ||
| Q2 24 | 2.2% | 5.7% |
净利率CHWYWDC
| Q1 26 | — | 61.1% | ||
| Q4 25 | 1.9% | 41.9% | ||
| Q3 25 | 2.0% | — | ||
| Q2 25 | 2.0% | -24.4% | ||
| Q1 25 | 0.7% | 22.7% | ||
| Q4 24 | 0.1% | 13.9% | ||
| Q3 24 | 10.5% | 12.0% | ||
| Q2 24 | 2.3% | 1.0% |
每股收益（稀释后）CHWYWDC
| Q1 26 | — | $4.73 | ||
| Q4 25 | $0.14 | $3.07 | ||
| Q3 25 | $0.14 | — | ||
| Q2 25 | $0.15 | $0.72 | ||
| Q1 25 | $0.07 | $1.42 | ||
| Q4 24 | $0.01 | $1.63 | ||
| Q3 24 | $0.68 | $1.35 | ||
| Q2 24 | $0.15 | $0.15 |
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 | $2.0B |
| 总债务越低越好 | — | $4.7B |
| 股东权益账面价值 | $469.4M | $7.1B |
| 总资产 | $3.3B | $15.6B |
| 负债/权益比越低杠杆越低 | — | 0.65× |
8季度趋势，按日历期对齐
现金及短期投资CHWYWDC
| Q1 26 | — | $2.0B | ||
| Q4 25 | $701.5M | $2.0B | ||
| Q3 25 | $591.8M | — | ||
| Q2 25 | $616.4M | $2.1B | ||
| Q1 25 | $596.7M | $3.5B | ||
| Q4 24 | $507.5M | $2.3B | ||
| Q3 24 | $695.0M | $1.7B | ||
| Q2 24 | $1.1B | $1.9B |
总债务CHWYWDC
| Q1 26 | — | $4.7B | ||
| Q4 25 | — | $4.7B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $4.7B | ||
| Q1 25 | — | $7.3B | ||
| Q4 24 | — | $7.4B | ||
| Q3 24 | — | $7.4B | ||
| Q2 24 | — | $7.4B |
股东权益CHWYWDC
| Q1 26 | — | $7.1B | ||
| Q4 25 | $469.4M | $5.9B | ||
| Q3 25 | $389.9M | — | ||
| Q2 25 | $375.6M | $5.3B | ||
| Q1 25 | $261.5M | $5.2B | ||
| Q4 24 | $223.4M | $12.1B | ||
| Q3 24 | $486.7M | $11.6B | ||
| Q2 24 | $642.9M | $10.8B |
总资产CHWYWDC
| Q1 26 | — | $15.6B | ||
| Q4 25 | $3.3B | $14.4B | ||
| Q3 25 | $3.1B | — | ||
| Q2 25 | $3.1B | $14.0B | ||
| Q1 25 | $3.0B | $16.4B | ||
| Q4 24 | $3.0B | $25.5B | ||
| Q3 24 | $3.1B | $24.8B | ||
| Q2 24 | $3.2B | $24.2B |
负债/权益比CHWYWDC
| Q1 26 | — | 0.65× | ||
| Q4 25 | — | 0.80× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 0.89× | ||
| Q1 25 | — | 1.42× | ||
| Q4 24 | — | 0.61× | ||
| Q3 24 | — | 0.64× | ||
| Q2 24 | — | 0.69× |
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CHWYWDC
| Q1 26 | — | — | ||
| Q4 25 | $207.9M | $672.0M | ||
| Q3 25 | $133.9M | — | ||
| Q2 25 | $86.4M | $746.0M | ||
| Q1 25 | $207.5M | $508.0M | ||
| Q4 24 | $183.5M | $403.0M | ||
| Q3 24 | $123.4M | $34.0M | ||
| Q2 24 | $81.9M | $366.0M |
自由现金流CHWYWDC
| Q1 26 | — | — | ||
| Q4 25 | $175.8M | $599.0M | ||
| Q3 25 | $105.9M | — | ||
| Q2 25 | $48.7M | $675.0M | ||
| Q1 25 | $156.6M | $379.0M | ||
| Q4 24 | $151.8M | $287.0M | ||
| Q3 24 | $91.5M | $-62.0M | ||
| Q2 24 | $52.6M | $250.0M |
自由现金流率CHWYWDC
| Q1 26 | — | — | ||
| Q4 25 | 5.6% | 21.3% | ||
| Q3 25 | 3.4% | — | ||
| Q2 25 | 1.6% | -58.5% | ||
| Q1 25 | 4.8% | 16.5% | ||
| Q4 24 | 5.3% | 6.7% | ||
| Q3 24 | 3.2% | -1.5% | ||
| Q2 24 | 1.8% | 6.6% |
资本支出强度CHWYWDC
| Q1 26 | — | — | ||
| Q4 25 | 1.0% | 2.6% | ||
| Q3 25 | 0.9% | — | ||
| Q2 25 | 1.2% | -6.2% | ||
| Q1 25 | 1.6% | 5.6% | ||
| Q4 24 | 1.1% | 2.7% | ||
| Q3 24 | 1.1% | 2.3% | ||
| Q2 24 | 1.0% | 3.1% |
现金转化率CHWYWDC
| Q1 26 | — | — | ||
| Q4 25 | 3.51× | 0.57× | ||
| Q3 25 | 2.16× | — | ||
| Q2 25 | 1.38× | 2.65× | ||
| Q1 25 | 9.10× | 0.98× | ||
| Q4 24 | 46.66× | 0.68× | ||
| Q3 24 | 0.41× | 0.07× | ||
| Q2 24 | 1.22× | 9.38× |
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
WDC
| Cloud | $2.7B | 89% |
| Client Devices | $176.0M | 6% |
| Consumer | $168.0M | 6% |
