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Torrid Holdings Inc.（CURV）与TILLY'S, INC.（TLYS）财务数据对比。点击上方公司名可切换其他公司
Torrid Holdings Inc.的季度营收约是TILLY'S, INC.的1.7倍（$235.2M vs $139.6M）。TILLY'S, INC.净利率更高（-1.0% vs -2.7%，领先1.7%）。TILLY'S, INC.同比增速更快（-2.7% vs -10.8%）。Torrid Holdings Inc.自由现金流更多（$-6.6M vs $-11.7M）。过去两年TILLY'S, INC.的营收复合增速更高（-8.4% vs -10.5%）
Torrid Holdings Inc.是美国主营大码女装的零售连锁品牌，原隶属于Hot Topic，目前归Sycamore Partners所有，2015年拆分成为独立公司。品牌专为10至30码的女性提供服饰及配饰产品，2001年4月在加利福尼亚州布瑞亚购物中心开出首店，截至2024年，已在美国各州及部分其他区域开设超过650家门店。
Tillys是一家美国服饰零售企业，主营各类品牌成衣、配饰、鞋履及相关周边产品，公司总部位于加利福尼亚州欧文市，并在此开展核心运营业务。
CURV vs TLYS — 直观对比
营收规模更大
CURV
是对方的1.7倍
$139.6M
营收增速更快
TLYS
高出8.2%
-10.8%
净利率更高
TLYS
高出1.7%
-2.7%
自由现金流更多
CURV
多$5.1M
$-11.7M
两年增速更快
TLYS
近两年复合增速
-10.5%
损益表 — Q4 2026 vs Q4 2026
| 指标 | | |
|---|---|---|
| 营收 | $235.2M | $139.6M |
| 净利润 | $-6.4M | $-1.4M |
| 毛利率 | 34.9% | 30.5% |
| 营业利润率 | 0.1% | -1.4% |
| 净利率 | -2.7% | -1.0% |
| 营收同比 | -10.8% | -2.7% |
| 净利润同比 | -438.2% | 89.1% |
| 每股收益（稀释后） | $-0.06 | — |
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CURVTLYS
| Q4 25 | $235.2M | $139.6M | ||
| Q3 25 | $262.8M | $151.3M | ||
| Q2 25 | $266.0M | $107.6M | ||
| Q1 25 | $275.6M | — | ||
| Q4 24 | $263.8M | $143.4M | ||
| Q3 24 | $284.6M | $162.9M | ||
| Q2 24 | $279.8M | $115.9M | ||
| Q1 24 | $293.5M | — |
净利润CURVTLYS
| Q4 25 | $-6.4M | $-1.4M | ||
| Q3 25 | $1.6M | $3.2M | ||
| Q2 25 | $5.9M | $-22.2M | ||
| Q1 25 | $-3.0M | — | ||
| Q4 24 | $-1.2M | $-12.9M | ||
| Q3 24 | $8.3M | $-69.0K | ||
| Q2 24 | $12.2M | $-19.6M | ||
| Q1 24 | $-4.1M | — |
毛利率CURVTLYS
| Q4 25 | 34.9% | 30.5% | ||
| Q3 25 | 35.6% | 32.5% | ||
| Q2 25 | 38.1% | 19.8% | ||
| Q1 25 | 33.6% | — | ||
| Q4 24 | 36.1% | 25.9% | ||
| Q3 24 | 38.7% | 30.7% | ||
| Q2 24 | 41.3% | 21.0% | ||
| Q1 24 | 34.5% | — |
营业利润率CURVTLYS
| Q4 25 | 0.1% | -1.4% | ||
| Q3 25 | 3.9% | 1.8% | ||
| Q2 25 | 6.0% | -21.1% | ||
| Q1 25 | 1.3% | — | ||
| Q4 24 | 2.7% | -9.8% | ||
| Q3 24 | 7.2% | -0.5% | ||
| Q2 24 | 9.3% | -17.9% | ||
| Q1 24 | 1.4% | — |
净利率CURVTLYS
| Q4 25 | -2.7% | -1.0% | ||
| Q3 25 | 0.6% | 2.1% | ||
| Q2 25 | 2.2% | -20.6% | ||
| Q1 25 | -1.1% | — | ||
| Q4 24 | -0.5% | -9.0% | ||
| Q3 24 | 2.9% | -0.0% | ||
| Q2 24 | 4.4% | -16.9% | ||
| Q1 24 | -1.4% | — |
每股收益（稀释后）CURVTLYS
| Q4 25 | $-0.06 | — | ||
| Q3 25 | $0.02 | — | ||
| Q2 25 | $0.06 | — | ||
| Q1 25 | $-0.04 | — | ||
| Q4 24 | $-0.01 | — | ||
| Q3 24 | $0.08 | — | ||
| Q2 24 | $0.12 | — | ||
| Q1 24 | $-0.03 | — |
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 | $17.2M | $39.0M |
| 总债务越低越好 | $276.4M | — |
| 股东权益账面价值 | $-206.5M | $81.6M |
| 总资产 | $402.9M | $317.1M |
| 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CURVTLYS
| Q4 25 | $17.2M | $39.0M | ||
| Q3 25 | $21.5M | $50.7M | ||
| Q2 25 | $23.7M | $37.2M | ||
| Q1 25 | $48.5M | — | ||
| Q4 24 | $44.0M | $51.7M | ||
| Q3 24 | $53.9M | $76.7M | ||
| Q2 24 | $20.5M | $68.0M | ||
| Q1 24 | $11.7M | — |
总债务CURVTLYS
| Q4 25 | $276.4M | — | ||
| Q3 25 | $280.5M | — | ||
| Q2 25 | $284.5M | — | ||
| Q1 25 | $288.6M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益CURVTLYS
| Q4 25 | $-206.5M | $81.6M | ||
| Q3 25 | $-201.1M | $82.5M | ||
| Q2 25 | $-183.8M | $79.1M | ||
| Q1 25 | $-191.1M | — | ||
| Q4 24 | $-189.3M | $114.3M | ||
| Q3 24 | $-188.9M | $126.8M | ||
| Q2 24 | $-198.6M | $126.0M | ||
| Q1 24 | $-211.7M | — |
总资产CURVTLYS
| Q4 25 | $402.9M | $317.1M | ||
| Q3 25 | $414.5M | $345.5M | ||
| Q2 25 | $451.4M | $334.2M | ||
| Q1 25 | $488.4M | — | ||
| Q4 24 | $493.0M | $387.3M | ||
| Q3 24 | $487.5M | $429.2M | ||
| Q2 24 | $479.7M | $410.0M | ||
| Q1 24 | $476.9M | — |
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 | $-4.9M | $-10.4M |
| 自由现金流经营现金流 - 资本支出 | $-6.6M | $-11.7M |
| 自由现金流率自由现金流/营收 | -2.8% | -8.4% |
| 资本支出强度资本支出/营收 | 0.7% | 0.9% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $-2.3M | $-32.9M |
8季度趋势，按日历期对齐
经营现金流CURVTLYS
| Q4 25 | $-4.9M | $-10.4M | ||
| Q3 25 | $15.7M | $14.0M | ||
| Q2 25 | $-18.0M | $-8.1M | ||
| Q1 25 | $12.0M | — | ||
| Q4 24 | $-3.1M | — | ||
| Q3 24 | $40.8M | $10.5M | ||
| Q2 24 | $27.6M | $-25.7M | ||
| Q1 24 | $9.0M | — |
自由现金流CURVTLYS
| Q4 25 | $-6.6M | $-11.7M | ||
| Q3 25 | $14.6M | $13.4M | ||
| Q2 25 | $-20.6M | $-9.6M | ||
| Q1 25 | $10.2M | — | ||
| Q4 24 | $-5.5M | — | ||
| Q3 24 | $37.7M | $8.0M | ||
| Q2 24 | $20.6M | $-27.8M | ||
| Q1 24 | $-1.7M | — |
自由现金流率CURVTLYS
| Q4 25 | -2.8% | -8.4% | ||
| Q3 25 | 5.6% | 8.9% | ||
| Q2 25 | -7.7% | -9.0% | ||
| Q1 25 | 3.7% | — | ||
| Q4 24 | -2.1% | — | ||
| Q3 24 | 13.2% | 4.9% | ||
| Q2 24 | 7.4% | -24.0% | ||
| Q1 24 | -0.6% | — |
资本支出强度CURVTLYS
| Q4 25 | 0.7% | 0.9% | ||
| Q3 25 | 0.4% | 0.3% | ||
| Q2 25 | 1.0% | 1.4% | ||
| Q1 25 | 0.6% | — | ||
| Q4 24 | 0.9% | — | ||
| Q3 24 | 1.1% | 1.5% | ||
| Q2 24 | 2.5% | 1.8% | ||
| Q1 24 | 3.7% | — |
现金转化率CURVTLYS
| Q4 25 | — | — | ||
| Q3 25 | 10.05× | 4.41× | ||
| Q2 25 | -3.03× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 4.90× | — | ||
| Q2 24 | 2.27× | — | ||
| Q1 24 | — | — |
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
CURV
| Apparel | $213.6M | 91% |
| Non Apparel | $12.3M | 5% |
| Other | $9.2M | 4% |
| Loyalty Program | $1.1M | 0% |
TLYS
| Retail Store | $110.3M | 79% |
| Ecommerce | $29.3M | 21% |
| Customer Loyalty Program | $1.6M | 1% |
