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慧与（EFSC）与化石集团（FOSL）财务数据对比。点击上方公司名可切换其他公司
化石集团的季度营收约是慧与的1.5倍（$270.2M vs $185.2M），慧与净利率更高（26.6% vs -14.8%，领先41.5%），过去两年慧与的营收复合增速更高（9.0% vs -11.4%）
慧与（Hewlett Packard Enterprise，简称HPE）是总部位于美国得克萨斯州斯普林的跨国信息技术企业，面向企业客户提供服务器、存储、网络、容器化软件及咨询支持服务，2018年位列美国《财富》500强第107位。
化石集团是1984年成立的美国时尚设计制造企业，总部位于得克萨斯州理查森。集团旗下拥有Fossil、Relic、Michele Watch、Skagen、Zodiac Watches等多个品牌，同时也为宝马、彪马、阿玛尼、迈克高仕、DKNY等多个知名品牌代工生产授权配饰。
EFSC vs FOSL — 直观对比
营收规模更大
FOSL
是对方的1.5倍
$185.2M
净利率更高
EFSC
高出41.5%
-14.8%
两年增速更快
EFSC
近两年复合增速
-11.4%
损益表 — Q1 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.2M | $270.2M |
| 净利润 | $49.4M | $-40.0M |
| 毛利率 | — | 49.0% |
| 营业利润率 | — | -8.0% |
| 净利率 | 26.6% | -14.8% |
| 营收同比 | — | -21.1% |
| 净利润同比 | -1.2% | -257.8% |
| 每股收益（稀释后） | $1.30 | $-0.76 |
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EFSCFOSL
| Q1 26 | $185.2M | — | ||
| Q4 25 | $193.6M | $270.2M | ||
| Q3 25 | $206.9M | $220.4M | ||
| Q2 25 | $173.4M | $233.3M | ||
| Q1 25 | $166.0M | — | ||
| Q4 24 | $167.0M | $342.3M | ||
| Q3 24 | $164.9M | $287.8M | ||
| Q2 24 | $156.0M | $260.0M |
净利润EFSCFOSL
| Q1 26 | $49.4M | — | ||
| Q4 25 | $54.8M | $-40.0M | ||
| Q3 25 | $45.2M | $-2.1M | ||
| Q2 25 | $51.4M | $-17.9M | ||
| Q1 25 | $50.0M | — | ||
| Q4 24 | $48.8M | $-11.2M | ||
| Q3 24 | $50.6M | $-31.9M | ||
| Q2 24 | $45.4M | $-38.8M |
毛利率EFSCFOSL
| Q1 26 | — | — | ||
| Q4 25 | — | 49.0% | ||
| Q3 25 | — | 57.5% | ||
| Q2 25 | — | 61.3% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 53.9% | ||
| Q3 24 | — | 49.4% | ||
| Q2 24 | — | 52.6% |
营业利润率EFSCFOSL
| Q1 26 | — | — | ||
| Q4 25 | — | -8.0% | ||
| Q3 25 | 42.9% | 3.9% | ||
| Q2 25 | 37.0% | -2.9% | ||
| Q1 25 | 36.8% | — | ||
| Q4 24 | — | -4.8% | ||
| Q3 24 | 38.1% | -8.5% | ||
| Q2 24 | 36.7% | -13.1% |
净利率EFSCFOSL
| Q1 26 | 26.6% | — | ||
| Q4 25 | 28.3% | -14.8% | ||
| Q3 25 | 21.9% | -1.0% | ||
| Q2 25 | 29.6% | -7.7% | ||
| Q1 25 | 30.1% | — | ||
| Q4 24 | 29.2% | -3.3% | ||
| Q3 24 | 30.7% | -11.1% | ||
| Q2 24 | 29.1% | -14.9% |
每股收益（稀释后）EFSCFOSL
| Q1 26 | $1.30 | — | ||
| Q4 25 | $1.45 | $-0.76 | ||
| Q3 25 | $1.19 | $-0.04 | ||
| Q2 25 | $1.36 | $-0.33 | ||
| Q1 25 | $1.31 | — | ||
| Q4 24 | $1.27 | $-0.15 | ||
| Q3 24 | $1.32 | $-0.60 | ||
| Q2 24 | $1.19 | $-0.73 |
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 | — | $79.2M |
| 总债务越低越好 | — | $169.1M |
| 股东权益账面价值 | $2.1B | $112.6M |
| 总资产 | $17.3B | $701.0M |
| 负债/权益比越低杠杆越低 | — | 1.50× |
8季度趋势，按日历期对齐
现金及短期投资EFSCFOSL
| Q1 26 | — | — | ||
| Q4 25 | — | $79.2M | ||
| Q3 25 | — | $109.9M | ||
| Q2 25 | — | $78.3M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $123.6M | ||
| Q3 24 | — | $106.3M | ||
| Q2 24 | — | $104.9M |
总债务EFSCFOSL
| Q1 26 | — | — | ||
| Q4 25 | — | $169.1M | ||
| Q3 25 | — | $165.6M | ||
| Q2 25 | — | $167.2M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $162.7M | ||
| Q3 24 | — | $173.4M | ||
| Q2 24 | — | $156.5M |
股东权益EFSCFOSL
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.0B | $112.6M | ||
| Q3 25 | $2.0B | $150.3M | ||
| Q2 25 | $1.9B | $140.6M | ||
| Q1 25 | $1.9B | — | ||
| Q4 24 | $1.8B | $148.7M | ||
| Q3 24 | $1.8B | $164.4M | ||
| Q2 24 | $1.8B | $189.6M |
总资产EFSCFOSL
| Q1 26 | $17.3B | — | ||
| Q4 25 | $17.3B | $701.0M | ||
| Q3 25 | $16.4B | $704.5M | ||
| Q2 25 | $16.1B | $686.0M | ||
| Q1 25 | $15.7B | — | ||
| Q4 24 | $15.6B | $763.6M | ||
| Q3 24 | $15.0B | $812.4M | ||
| Q2 24 | $14.6B | $785.7M |
负债/权益比EFSCFOSL
| Q1 26 | — | — | ||
| Q4 25 | — | 1.50× | ||
| Q3 25 | — | 1.10× | ||
| Q2 25 | — | 1.19× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.09× | ||
| Q3 24 | — | 1.06× | ||
| Q2 24 | — | 0.83× |
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 | — | $-22.2M |
| 自由现金流经营现金流 - 资本支出 | — | $-22.5M |
| 自由现金流率自由现金流/营收 | — | -8.3% |
| 资本支出强度资本支出/营收 | — | 0.1% |
| 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 | — | $-46.0M |
8季度趋势，按日历期对齐
经营现金流EFSCFOSL
| Q1 26 | — | — | ||
| Q4 25 | $193.5M | $-22.2M | ||
| Q3 25 | $49.4M | $9.4M | ||
| Q2 25 | $61.3M | $-60.4M | ||
| Q1 25 | $40.0M | — | ||
| Q4 24 | $247.4M | $30.5M | ||
| Q3 24 | $89.0M | $-22.8M | ||
| Q2 24 | $76.5M | $38.4M |
自由现金流EFSCFOSL
| Q1 26 | — | — | ||
| Q4 25 | $181.5M | $-22.5M | ||
| Q3 25 | $47.1M | $8.6M | ||
| Q2 25 | $59.0M | $-60.6M | ||
| Q1 25 | $35.6M | — | ||
| Q4 24 | $239.9M | $28.5M | ||
| Q3 24 | $88.2M | $-24.1M | ||
| Q2 24 | $74.7M | $36.6M |
自由现金流率EFSCFOSL
| Q1 26 | — | — | ||
| Q4 25 | 93.8% | -8.3% | ||
| Q3 25 | 22.8% | 3.9% | ||
| Q2 25 | 34.0% | -26.0% | ||
| Q1 25 | 21.5% | — | ||
| Q4 24 | 143.7% | 8.3% | ||
| Q3 24 | 53.5% | -8.4% | ||
| Q2 24 | 47.9% | 14.1% |
资本支出强度EFSCFOSL
| Q1 26 | — | — | ||
| Q4 25 | 6.2% | 0.1% | ||
| Q3 25 | 1.1% | 0.4% | ||
| Q2 25 | 1.3% | 0.1% | ||
| Q1 25 | 2.7% | — | ||
| Q4 24 | 4.5% | 0.6% | ||
| Q3 24 | 0.5% | 0.4% | ||
| Q2 24 | 1.1% | 0.7% |
现金转化率EFSCFOSL
| Q1 26 | — | — | ||
| Q4 25 | 3.53× | — | ||
| Q3 25 | 1.09× | — | ||
| Q2 25 | 1.19× | — | ||
| Q1 25 | 0.80× | — | ||
| Q4 24 | 5.07× | — | ||
| Q3 24 | 1.76× | — | ||
| Q2 24 | 1.68× | — |
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
EFSC
| Net Interest Income | $166.1M | 90% |
| Noninterest Income | $19.1M | 10% |
FOSL
| Transferred At Point In Time | $109.7M | 41% |
| Traditional Watches | $91.3M | 34% |
| Other | $50.8M | 19% |
| Leathers | $9.5M | 4% |
| Jewelry | $4.0M | 1% |
| Smartwatches | $3.3M | 1% |
| Products Other | $1.6M | 1% |
