vs
8X8 INC（EGHT）与Childrens Place, Inc.（PLCE）财务数据对比。点击上方公司名可切换其他公司
Childrens Place, Inc.的季度营收约是8X8 INC的1.8倍（$339.5M vs $185.1M），8X8 INC净利率更高（2.8% vs -1.3%，领先4.0%），8X8 INC同比增速更快（3.4% vs -13.0%），8X8 INC自由现金流更多（$19.1M vs $-3.4M），过去两年8X8 INC的营收复合增速更高（1.6% vs -13.6%）
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。
Children’s Place是专业儿童服饰零售商，产品主要以旗下自有品牌发售，涵盖Gymboree、Sugar & Jade、PJ Place、Crazy 8等。目前该品牌在美国、加拿大、波多黎各共开设约525家门店，同时通过两个线上渠道以及15个国家的5家加盟合作伙伴开展销售，产品涵盖上衣、裙装、鞋履、裤装、睡衣、背包等全品类儿童服饰配件。
EGHT vs PLCE — 直观对比
营收规模更大
PLCE
是对方的1.8倍
$185.1M
营收增速更快
EGHT
高出16.4%
-13.0%
净利率更高
EGHT
高出4.0%
-1.3%
自由现金流更多
EGHT
多$22.5M
$-3.4M
两年增速更快
EGHT
近两年复合增速
-13.6%
损益表 — Q3 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $339.5M |
| 净利润 | $5.1M | $-4.3M |
| 毛利率 | 63.9% | 33.1% |
| 营业利润率 | 5.2% | 1.1% |
| 净利率 | 2.8% | -1.3% |
| 营收同比 | 3.4% | -13.0% |
| 净利润同比 | 68.4% | -121.5% |
| 每股收益（稀释后） | $0.04 | $-0.19 |
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EGHTPLCE
| Q4 25 | $185.1M | $339.5M | ||
| Q3 25 | $184.1M | $298.0M | ||
| Q2 25 | $181.4M | $242.1M | ||
| Q1 25 | $177.0M | $408.6M | ||
| Q4 24 | $178.9M | $390.2M | ||
| Q3 24 | $181.0M | $319.7M | ||
| Q2 24 | $178.1M | $267.9M | ||
| Q1 24 | $179.4M | $455.0M |
净利润EGHTPLCE
| Q4 25 | $5.1M | $-4.3M | ||
| Q3 25 | $767.0K | $-5.4M | ||
| Q2 25 | $-4.3M | $-34.0M | ||
| Q1 25 | $-5.4M | $-8.0M | ||
| Q4 24 | $3.0M | $20.1M | ||
| Q3 24 | $-14.5M | $-32.1M | ||
| Q2 24 | $-10.3M | $-37.8M | ||
| Q1 24 | $-23.6M | $-128.8M |
毛利率EGHTPLCE
| Q4 25 | 63.9% | 33.1% | ||
| Q3 25 | 64.8% | 34.0% | ||
| Q2 25 | 66.4% | 29.2% | ||
| Q1 25 | 67.8% | 28.5% | ||
| Q4 24 | 67.7% | 35.5% | ||
| Q3 24 | 68.1% | 35.0% | ||
| Q2 24 | 67.9% | 34.6% | ||
| Q1 24 | 68.2% | 21.8% |
营业利润率EGHTPLCE
| Q4 25 | 5.2% | 1.1% | ||
| Q3 25 | 2.9% | 1.4% | ||
| Q2 25 | 0.3% | -10.0% | ||
| Q1 25 | 0.2% | 1.7% | ||
| Q4 24 | 5.0% | 7.5% | ||
| Q3 24 | 4.0% | -6.8% | ||
| Q2 24 | -0.8% | -10.4% | ||
| Q1 24 | -7.9% | -13.6% |
净利率EGHTPLCE
| Q4 25 | 2.8% | -1.3% | ||
| Q3 25 | 0.4% | -1.8% | ||
| Q2 25 | -2.4% | -14.1% | ||
| Q1 25 | -3.1% | -2.0% | ||
| Q4 24 | 1.7% | 5.1% | ||
| Q3 24 | -8.0% | -10.0% | ||
| Q2 24 | -5.8% | -14.1% | ||
| Q1 24 | -13.1% | -28.3% |
每股收益（稀释后）EGHTPLCE
| Q4 25 | $0.04 | $-0.19 | ||
| Q3 25 | $0.01 | $-0.24 | ||
| Q2 25 | $-0.03 | $-1.57 | ||
| Q1 25 | $-0.04 | $-0.60 | ||
| Q4 24 | $0.02 | $1.57 | ||
| Q3 24 | $-0.11 | $-2.51 | ||
| Q2 24 | $-0.08 | $-2.98 | ||
| Q1 24 | $-0.20 | $-10.24 |
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 | $7.3M |
| 总债务越低越好 | $321.2M | $107.4M |
| 股东权益账面价值 | $142.9M | $-8.6M |
| 总资产 | $661.5M | $762.5M |
| 负债/权益比越低杠杆越低 | 2.25× | — |
8季度趋势，按日历期对齐
现金及短期投资EGHTPLCE
| Q4 25 | $86.9M | $7.3M | ||
| Q3 25 | $75.9M | $7.8M | ||
| Q2 25 | $81.3M | $5.7M | ||
| Q1 25 | $88.0M | $5.3M | ||
| Q4 24 | $104.2M | $5.7M | ||
| Q3 24 | $117.4M | $9.6M | ||
| Q2 24 | $130.8M | $13.0M | ||
| Q1 24 | $117.3M | $13.6M |
总债务EGHTPLCE
| Q4 25 | $321.2M | $107.4M | ||
| Q3 25 | $325.8M | $107.2M | ||
| Q2 25 | $335.4M | $107.0M | ||
| Q1 25 | $350.0M | $166.0M | ||
| Q4 24 | $364.5M | $165.7M | ||
| Q3 24 | $396.9M | $165.4M | ||
| Q2 24 | — | $166.6M | ||
| Q1 24 | $409.7M | $49.8M |
股东权益EGHTPLCE
| Q4 25 | $142.9M | $-8.6M | ||
| Q3 25 | $133.2M | $-4.9M | ||
| Q2 25 | $128.2M | $1.4M | ||
| Q1 25 | $122.2M | $-59.4M | ||
| Q4 24 | $113.0M | $-49.6M | ||
| Q3 24 | $109.8M | $-68.9M | ||
| Q2 24 | $104.6M | $-34.9M | ||
| Q1 24 | $102.0M | $-9.0M |
总资产EGHTPLCE
| Q4 25 | $661.5M | $762.5M | ||
| Q3 25 | $670.8M | $805.1M | ||
| Q2 25 | $684.3M | $779.6M | ||
| Q1 25 | $683.2M | $747.6M | ||
| Q4 24 | $698.2M | $888.8M | ||
| Q3 24 | $740.1M | $921.4M | ||
| Q2 24 | $755.7M | $848.3M | ||
| Q1 24 | $756.0M | $800.3M |
负债/权益比EGHTPLCE
| Q4 25 | 2.25× | — | ||
| Q3 25 | 2.45× | — | ||
| Q2 25 | 2.62× | 75.63× | ||
| Q1 25 | 2.86× | — | ||
| Q4 24 | 3.23× | — | ||
| Q3 24 | 3.61× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 4.02× | — |
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 | $6.2M |
| 自由现金流经营现金流 - 资本支出 | $19.1M | $-3.4M |
| 自由现金流率自由现金流/营收 | 10.3% | -1.0% |
| 资本支出强度资本支出/营收 | 0.9% | 2.8% |
| 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 | $39.5M |
8季度趋势，按日历期对齐
经营现金流EGHTPLCE
| Q4 25 | $20.7M | $6.2M | ||
| Q3 25 | $8.8M | $-30.5M | ||
| Q2 25 | $11.9M | $-43.0M | ||
| Q1 25 | $5.9M | $121.3M | ||
| Q4 24 | $27.2M | $-44.2M | ||
| Q3 24 | $12.3M | $-83.9M | ||
| Q2 24 | $18.1M | $-110.8M | ||
| Q1 24 | $12.7M | $135.4M |
自由现金流EGHTPLCE
| Q4 25 | $19.1M | $-3.4M | ||
| Q3 25 | $7.7M | $-31.9M | ||
| Q2 25 | $11.5M | $-46.4M | ||
| Q1 25 | $5.5M | $121.2M | ||
| Q4 24 | $26.8M | $-47.7M | ||
| Q3 24 | $11.1M | $-91.7M | ||
| Q2 24 | $17.8M | $-115.5M | ||
| Q1 24 | $12.3M | $132.2M |
自由现金流率EGHTPLCE
| Q4 25 | 10.3% | -1.0% | ||
| Q3 25 | 4.2% | -10.7% | ||
| Q2 25 | 6.3% | -19.2% | ||
| Q1 25 | 3.1% | 29.7% | ||
| Q4 24 | 15.0% | -12.2% | ||
| Q3 24 | 6.1% | -28.7% | ||
| Q2 24 | 10.0% | -43.1% | ||
| Q1 24 | 6.9% | 29.1% |
资本支出强度EGHTPLCE
| Q4 25 | 0.9% | 2.8% | ||
| Q3 25 | 0.6% | 0.5% | ||
| Q2 25 | 0.2% | 1.4% | ||
| Q1 25 | 0.2% | 0.0% | ||
| Q4 24 | 0.3% | 0.9% | ||
| Q3 24 | 0.7% | 2.4% | ||
| Q2 24 | 0.2% | 1.8% | ||
| Q1 24 | 0.2% | 0.7% |
现金转化率EGHTPLCE
| Q4 25 | 4.07× | — | ||
| Q3 25 | 11.52× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 9.01× | -2.20× | ||
| 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% |
PLCE
| The Childrens Place US | $307.4M | 91% |
| The Childrens Place International | $32.1M | 9% |
| Gift Cards | $1.7M | 1% |
