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慧与（EFSC）与Stitch Fix, Inc.（SFIX）财务数据对比。点击上方公司名可切换其他公司
Stitch Fix, Inc.的季度营收约是慧与的1.8倍（$342.1M vs $185.2M），慧与净利率更高（26.6% vs -1.9%，领先28.5%），过去两年慧与的营收复合增速更高（9.0% vs 1.8%）
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。
Stitch Fix是美国的在线个人造型服务平台，依托推荐算法与数据科学技术，根据顾客的身形尺寸、预算和风格偏好推送个性化服饰单品。该公司创立于2011年，2017年完成首次公开募股，目前总部位于旧金山。
EFSC vs SFIX — 直观对比
营收规模更大
SFIX
是对方的1.8倍
$185.2M
净利率更高
EFSC
高出28.5%
-1.9%
两年增速更快
EFSC
近两年复合增速
1.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $185.2M | $342.1M |
| 净利润 | $49.4M | $-6.4M |
| 毛利率 | — | 43.6% |
| 营业利润率 | — | -2.5% |
| 净利率 | 26.6% | -1.9% |
| 营收同比 | — | 7.3% |
| 净利润同比 | -1.2% | -1.7% |
| 每股收益（稀释后） | $1.30 | $-0.05 |
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EFSCSFIX
| Q1 26 | $185.2M | — | ||
| Q4 25 | $193.6M | $342.1M | ||
| Q3 25 | $206.9M | $311.2M | ||
| Q2 25 | $173.4M | $325.0M | ||
| Q1 25 | $166.0M | $312.1M | ||
| Q4 24 | $167.0M | $318.8M | ||
| Q3 24 | $164.9M | $319.6M | ||
| Q2 24 | $156.0M | $322.7M |
净利润EFSCSFIX
| Q1 26 | $49.4M | — | ||
| Q4 25 | $54.8M | $-6.4M | ||
| Q3 25 | $45.2M | $-8.6M | ||
| Q2 25 | $51.4M | $-7.4M | ||
| Q1 25 | $50.0M | $-6.5M | ||
| Q4 24 | $48.8M | $-6.3M | ||
| Q3 24 | $50.6M | $-36.5M | ||
| Q2 24 | $45.4M | $-21.3M |
毛利率EFSCSFIX
| Q1 26 | — | — | ||
| Q4 25 | — | 43.6% | ||
| Q3 25 | — | 43.6% | ||
| Q2 25 | — | 44.2% | ||
| Q1 25 | — | 44.5% | ||
| Q4 24 | — | 45.4% | ||
| Q3 24 | — | 44.6% | ||
| Q2 24 | — | 45.5% |
营业利润率EFSCSFIX
| Q1 26 | — | — | ||
| Q4 25 | — | -2.5% | ||
| Q3 25 | 42.9% | -3.6% | ||
| Q2 25 | 37.0% | -3.0% | ||
| Q1 25 | 36.8% | -2.9% | ||
| Q4 24 | — | -2.8% | ||
| Q3 24 | 38.1% | -13.1% | ||
| Q2 24 | 36.7% | -7.7% |
净利率EFSCSFIX
| Q1 26 | 26.6% | — | ||
| Q4 25 | 28.3% | -1.9% | ||
| Q3 25 | 21.9% | -2.8% | ||
| Q2 25 | 29.6% | -2.3% | ||
| Q1 25 | 30.1% | -2.1% | ||
| Q4 24 | 29.2% | -2.0% | ||
| Q3 24 | 30.7% | -11.4% | ||
| Q2 24 | 29.1% | -6.6% |
每股收益（稀释后）EFSCSFIX
| Q1 26 | $1.30 | — | ||
| Q4 25 | $1.45 | $-0.05 | ||
| Q3 25 | $1.19 | $-0.06 | ||
| Q2 25 | $1.36 | $-0.06 | ||
| Q1 25 | $1.31 | $-0.05 | ||
| Q4 24 | $1.27 | $-0.05 | ||
| Q3 24 | $1.32 | $-0.29 | ||
| Q2 24 | $1.19 | $-0.18 |
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 | — | $244.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.1B | $204.1M |
| 总资产 | $17.3B | $530.7M |
| 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EFSCSFIX
| Q1 26 | — | — | ||
| Q4 25 | — | $244.2M | ||
| Q3 25 | — | $234.9M | ||
| Q2 25 | — | $234.2M | ||
| Q1 25 | — | $219.1M | ||
| Q4 24 | — | $253.3M | ||
| Q3 24 | — | $247.0M | ||
| Q2 24 | — | $244.5M |
股东权益EFSCSFIX
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.0B | $204.1M | ||
| Q3 25 | $2.0B | $203.0M | ||
| Q2 25 | $1.9B | $200.4M | ||
| Q1 25 | $1.9B | $197.8M | ||
| Q4 24 | $1.8B | $190.5M | ||
| Q3 24 | $1.8B | $187.0M | ||
| Q2 24 | $1.8B | $208.9M |
总资产EFSCSFIX
| Q1 26 | $17.3B | — | ||
| Q4 25 | $17.3B | $530.7M | ||
| Q3 25 | $16.4B | $480.6M | ||
| Q2 25 | $16.1B | $484.7M | ||
| Q1 25 | $15.7B | $472.6M | ||
| Q4 24 | $15.6B | $507.1M | ||
| Q3 24 | $15.0B | $486.9M | ||
| Q2 24 | $14.6B | $537.0M |
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 | — | $10.9M |
| 自由现金流经营现金流 - 资本支出 | — | $5.6M |
| 自由现金流率自由现金流/营收 | — | 1.6% |
| 资本支出强度资本支出/营收 | — | 1.6% |
| 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 | — | $4.9M |
8季度趋势，按日历期对齐
经营现金流EFSCSFIX
| Q1 26 | — | — | ||
| Q4 25 | $193.5M | $10.9M | ||
| Q3 25 | $49.4M | $7.0M | ||
| Q2 25 | $61.3M | $20.5M | ||
| Q1 25 | $40.0M | $-16.2M | ||
| Q4 24 | $247.4M | $14.3M | ||
| Q3 24 | $89.0M | $8.2M | ||
| Q2 24 | $76.5M | $21.7M |
自由现金流EFSCSFIX
| Q1 26 | — | — | ||
| Q4 25 | $181.5M | $5.6M | ||
| Q3 25 | $47.1M | $2.8M | ||
| Q2 25 | $59.0M | $16.0M | ||
| Q1 25 | $35.6M | $-19.4M | ||
| Q4 24 | $239.9M | $9.9M | ||
| Q3 24 | $88.2M | $4.5M | ||
| Q2 24 | $74.7M | $18.9M |
自由现金流率EFSCSFIX
| Q1 26 | — | — | ||
| Q4 25 | 93.8% | 1.6% | ||
| Q3 25 | 22.8% | 0.9% | ||
| Q2 25 | 34.0% | 4.9% | ||
| Q1 25 | 21.5% | -6.2% | ||
| Q4 24 | 143.7% | 3.1% | ||
| Q3 24 | 53.5% | 1.4% | ||
| Q2 24 | 47.9% | 5.9% |
资本支出强度EFSCSFIX
| Q1 26 | — | — | ||
| Q4 25 | 6.2% | 1.6% | ||
| Q3 25 | 1.1% | 1.4% | ||
| Q2 25 | 1.3% | 1.4% | ||
| Q1 25 | 2.7% | 1.0% | ||
| Q4 24 | 4.5% | 1.4% | ||
| Q3 24 | 0.5% | 1.2% | ||
| Q2 24 | 1.1% | 0.9% |
现金转化率EFSCSFIX
| 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% |
SFIX
暂无分部数据
