vs
8X8 INC(EGHT)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8X8 INC的1.5倍($270.2M vs $185.1M),8X8 INC净利率更高(2.8% vs -14.8%,领先17.6%),8X8 INC同比增速更快(3.4% vs -21.1%),8X8 INC自由现金流更多($19.1M vs $-22.5M),过去两年8X8 INC的营收复合增速更高(1.6% vs -11.4%)
8x8 Inc是源自美国的企业级云通信与客户体验软件服务商,依托云架构为企业提供统一通信、呼叫中心及通信平台即服务(CPaaS)等产品方案,公司总部位于加利福尼亚州坎贝尔,其股票在纳斯达克交易所挂牌交易。
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。
EGHT vs FOSL — 直观对比
营收规模更大
FOSL
是对方的1.5倍
$185.1M
营收增速更快
EGHT
高出24.5%
-21.1%
净利率更高
EGHT
高出17.6%
-14.8%
自由现金流更多
EGHT
多$41.6M
$-22.5M
两年增速更快
EGHT
近两年复合增速
-11.4%
损益表 — Q3 FY2026 vs Q3 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $185.1M | $270.2M |
| 净利润 | $5.1M | $-40.0M |
| 毛利率 | 63.9% | 49.0% |
| 营业利润率 | 5.2% | -8.0% |
| 净利率 | 2.8% | -14.8% |
| 营收同比 | 3.4% | -21.1% |
| 净利润同比 | 68.4% | -257.8% |
| 每股收益(稀释后) | $0.04 | $-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
EGHT
FOSL
| Q4 25 | $185.1M | $270.2M | ||
| Q3 25 | $184.1M | $220.4M | ||
| Q2 25 | $181.4M | $233.3M | ||
| Q1 25 | $177.0M | — | ||
| Q4 24 | $178.9M | $342.3M | ||
| Q3 24 | $181.0M | $287.8M | ||
| Q2 24 | $178.1M | $260.0M | ||
| Q1 24 | $179.4M | $254.9M |
净利润
EGHT
FOSL
| Q4 25 | $5.1M | $-40.0M | ||
| Q3 25 | $767.0K | $-2.1M | ||
| Q2 25 | $-4.3M | $-17.9M | ||
| Q1 25 | $-5.4M | — | ||
| Q4 24 | $3.0M | $-11.2M | ||
| Q3 24 | $-14.5M | $-31.9M | ||
| Q2 24 | $-10.3M | $-38.8M | ||
| Q1 24 | $-23.6M | $-24.3M |
毛利率
EGHT
FOSL
| Q4 25 | 63.9% | 49.0% | ||
| Q3 25 | 64.8% | 57.5% | ||
| Q2 25 | 66.4% | 61.3% | ||
| Q1 25 | 67.8% | — | ||
| Q4 24 | 67.7% | 53.9% | ||
| Q3 24 | 68.1% | 49.4% | ||
| Q2 24 | 67.9% | 52.6% | ||
| Q1 24 | 68.2% | 52.4% |
营业利润率
EGHT
FOSL
| Q4 25 | 5.2% | -8.0% | ||
| Q3 25 | 2.9% | 3.9% | ||
| Q2 25 | 0.3% | -2.9% | ||
| Q1 25 | 0.2% | — | ||
| Q4 24 | 5.0% | -4.8% | ||
| Q3 24 | 4.0% | -8.5% | ||
| Q2 24 | -0.8% | -13.1% | ||
| Q1 24 | -7.9% | -11.5% |
净利率
EGHT
FOSL
| Q4 25 | 2.8% | -14.8% | ||
| Q3 25 | 0.4% | -1.0% | ||
| Q2 25 | -2.4% | -7.7% | ||
| Q1 25 | -3.1% | — | ||
| Q4 24 | 1.7% | -3.3% | ||
| Q3 24 | -8.0% | -11.1% | ||
| Q2 24 | -5.8% | -14.9% | ||
| Q1 24 | -13.1% | -9.5% |
每股收益(稀释后)
EGHT
FOSL
| Q4 25 | $0.04 | $-0.76 | ||
| Q3 25 | $0.01 | $-0.04 | ||
| Q2 25 | $-0.03 | $-0.33 | ||
| Q1 25 | $-0.04 | — | ||
| Q4 24 | $0.02 | $-0.15 | ||
| Q3 24 | $-0.11 | $-0.60 | ||
| Q2 24 | $-0.08 | $-0.73 | ||
| Q1 24 | $-0.20 | $-0.46 |
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 | $86.9M | $79.2M |
| 总债务越低越好 | $321.2M | $169.1M |
| 股东权益账面价值 | $142.9M | $112.6M |
| 总资产 | $661.5M | $701.0M |
| 负债/权益比越低杠杆越低 | 2.25× | 1.50× |
8季度趋势,按日历期对齐
现金及短期投资
EGHT
FOSL
| Q4 25 | $86.9M | $79.2M | ||
| Q3 25 | $75.9M | $109.9M | ||
| Q2 25 | $81.3M | $78.3M | ||
| Q1 25 | $88.0M | — | ||
| Q4 24 | $104.2M | $123.6M | ||
| Q3 24 | $117.4M | $106.3M | ||
| Q2 24 | $130.8M | $104.9M | ||
| Q1 24 | $117.3M | $112.9M |
总债务
EGHT
FOSL
| Q4 25 | $321.2M | $169.1M | ||
| Q3 25 | $325.8M | $165.6M | ||
| Q2 25 | $335.4M | $167.2M | ||
| Q1 25 | $350.0M | — | ||
| Q4 24 | $364.5M | $162.7M | ||
| Q3 24 | $396.9M | $173.4M | ||
| Q2 24 | — | $156.5M | ||
| Q1 24 | $409.7M | $202.9M |
股东权益
EGHT
FOSL
| Q4 25 | $142.9M | $112.6M | ||
| Q3 25 | $133.2M | $150.3M | ||
| Q2 25 | $128.2M | $140.6M | ||
| Q1 25 | $122.2M | — | ||
| Q4 24 | $113.0M | $148.7M | ||
| Q3 24 | $109.8M | $164.4M | ||
| Q2 24 | $104.6M | $189.6M | ||
| Q1 24 | $102.0M | $229.1M |
总资产
EGHT
FOSL
| Q4 25 | $661.5M | $701.0M | ||
| Q3 25 | $670.8M | $704.5M | ||
| Q2 25 | $684.3M | $686.0M | ||
| Q1 25 | $683.2M | — | ||
| Q4 24 | $698.2M | $763.6M | ||
| Q3 24 | $740.1M | $812.4M | ||
| Q2 24 | $755.7M | $785.7M | ||
| Q1 24 | $756.0M | $891.0M |
负债/权益比
EGHT
FOSL
| Q4 25 | 2.25× | 1.50× | ||
| Q3 25 | 2.45× | 1.10× | ||
| Q2 25 | 2.62× | 1.19× | ||
| Q1 25 | 2.86× | — | ||
| Q4 24 | 3.23× | 1.09× | ||
| Q3 24 | 3.61× | 1.06× | ||
| Q2 24 | — | 0.83× | ||
| Q1 24 | 4.02× | 0.89× |
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 | $20.7M | $-22.2M |
| 自由现金流经营现金流 - 资本支出 | $19.1M | $-22.5M |
| 自由现金流率自由现金流/营收 | 10.3% | -8.3% |
| 资本支出强度资本支出/营收 | 0.9% | 0.1% |
| 现金转化率经营现金流/净利润 | 4.07× | — |
| 过去12个月自由现金流最近4个季度 | $43.8M | $-46.0M |
8季度趋势,按日历期对齐
经营现金流
EGHT
FOSL
| Q4 25 | $20.7M | $-22.2M | ||
| Q3 25 | $8.8M | $9.4M | ||
| Q2 25 | $11.9M | $-60.4M | ||
| Q1 25 | $5.9M | — | ||
| Q4 24 | $27.2M | $30.5M | ||
| Q3 24 | $12.3M | $-22.8M | ||
| Q2 24 | $18.1M | $38.4M | ||
| Q1 24 | $12.7M | $622.0K |
自由现金流
EGHT
FOSL
| Q4 25 | $19.1M | $-22.5M | ||
| Q3 25 | $7.7M | $8.6M | ||
| Q2 25 | $11.5M | $-60.6M | ||
| Q1 25 | $5.5M | — | ||
| Q4 24 | $26.8M | $28.5M | ||
| Q3 24 | $11.1M | $-24.1M | ||
| Q2 24 | $17.8M | $36.6M | ||
| Q1 24 | $12.3M | $-1.1M |
自由现金流率
EGHT
FOSL
| Q4 25 | 10.3% | -8.3% | ||
| Q3 25 | 4.2% | 3.9% | ||
| Q2 25 | 6.3% | -26.0% | ||
| Q1 25 | 3.1% | — | ||
| Q4 24 | 15.0% | 8.3% | ||
| Q3 24 | 6.1% | -8.4% | ||
| Q2 24 | 10.0% | 14.1% | ||
| Q1 24 | 6.9% | -0.4% |
资本支出强度
EGHT
FOSL
| Q4 25 | 0.9% | 0.1% | ||
| Q3 25 | 0.6% | 0.4% | ||
| Q2 25 | 0.2% | 0.1% | ||
| Q1 25 | 0.2% | — | ||
| Q4 24 | 0.3% | 0.6% | ||
| Q3 24 | 0.7% | 0.4% | ||
| Q2 24 | 0.2% | 0.7% | ||
| Q1 24 | 0.2% | 0.7% |
现金转化率
EGHT
FOSL
| Q4 25 | 4.07× | — | ||
| Q3 25 | 11.52× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 9.01× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| 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
EGHT
| Services | $179.7M | 97% |
| Other | $5.4M | 3% |
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% |