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8X8 INC（EGHT）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8X8 INC的1.8倍（$342.1M vs $185.1M），8X8 INC净利率更高（2.8% vs -1.9%，领先4.6%），Stitch Fix, Inc.同比增速更快（7.3% vs 3.4%），8X8 INC自由现金流更多（$19.1M vs $5.6M），过去两年Stitch Fix, Inc.的营收复合增速更高（1.8% vs 1.6%）
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。
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。
EGHT vs SFIX — 直观对比
营收规模更大
SFIX
是对方的1.8倍
$185.1M
营收增速更快
SFIX
高出3.9%
3.4%
净利率更高
EGHT
高出4.6%
-1.9%
自由现金流更多
EGHT
多$13.5M
$5.6M
两年增速更快
SFIX
近两年复合增速
1.6%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $342.1M |
| 净利润 | $5.1M | $-6.4M |
| 毛利率 | 63.9% | 43.6% |
| 营业利润率 | 5.2% | -2.5% |
| 净利率 | 2.8% | -1.9% |
| 营收同比 | 3.4% | 7.3% |
| 净利润同比 | 68.4% | -1.7% |
| 每股收益（稀释后） | $0.04 | $-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EGHTSFIX
| Q4 25 | $185.1M | $342.1M | ||
| Q3 25 | $184.1M | $311.2M | ||
| Q2 25 | $181.4M | $325.0M | ||
| Q1 25 | $177.0M | $312.1M | ||
| Q4 24 | $178.9M | $318.8M | ||
| Q3 24 | $181.0M | $319.6M | ||
| Q2 24 | $178.1M | $322.7M | ||
| Q1 24 | $179.4M | $330.4M |
净利润EGHTSFIX
| Q4 25 | $5.1M | $-6.4M | ||
| Q3 25 | $767.0K | $-8.6M | ||
| Q2 25 | $-4.3M | $-7.4M | ||
| Q1 25 | $-5.4M | $-6.5M | ||
| Q4 24 | $3.0M | $-6.3M | ||
| Q3 24 | $-14.5M | $-36.5M | ||
| Q2 24 | $-10.3M | $-21.3M | ||
| Q1 24 | $-23.6M | $-35.5M |
毛利率EGHTSFIX
| Q4 25 | 63.9% | 43.6% | ||
| Q3 25 | 64.8% | 43.6% | ||
| Q2 25 | 66.4% | 44.2% | ||
| Q1 25 | 67.8% | 44.5% | ||
| Q4 24 | 67.7% | 45.4% | ||
| Q3 24 | 68.1% | 44.6% | ||
| Q2 24 | 67.9% | 45.5% | ||
| Q1 24 | 68.2% | 43.4% |
营业利润率EGHTSFIX
| Q4 25 | 5.2% | -2.5% | ||
| Q3 25 | 2.9% | -3.6% | ||
| Q2 25 | 0.3% | -3.0% | ||
| Q1 25 | 0.2% | -2.9% | ||
| Q4 24 | 5.0% | -2.8% | ||
| Q3 24 | 4.0% | -13.1% | ||
| Q2 24 | -0.8% | -7.7% | ||
| Q1 24 | -7.9% | -11.5% |
净利率EGHTSFIX
| Q4 25 | 2.8% | -1.9% | ||
| Q3 25 | 0.4% | -2.8% | ||
| Q2 25 | -2.4% | -2.3% | ||
| Q1 25 | -3.1% | -2.1% | ||
| Q4 24 | 1.7% | -2.0% | ||
| Q3 24 | -8.0% | -11.4% | ||
| Q2 24 | -5.8% | -6.6% | ||
| Q1 24 | -13.1% | -10.8% |
每股收益（稀释后）EGHTSFIX
| Q4 25 | $0.04 | $-0.05 | ||
| Q3 25 | $0.01 | $-0.06 | ||
| Q2 25 | $-0.03 | $-0.06 | ||
| Q1 25 | $-0.04 | $-0.05 | ||
| Q4 24 | $0.02 | $-0.05 | ||
| Q3 24 | $-0.11 | $-0.29 | ||
| Q2 24 | $-0.08 | $-0.18 | ||
| Q1 24 | $-0.20 | $-0.30 |
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 | $244.2M |
| 总债务越低越好 | $321.2M | — |
| 股东权益账面价值 | $142.9M | $204.1M |
| 总资产 | $661.5M | $530.7M |
| 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EGHTSFIX
| Q4 25 | $86.9M | $244.2M | ||
| Q3 25 | $75.9M | $234.9M | ||
| Q2 25 | $81.3M | $234.2M | ||
| Q1 25 | $88.0M | $219.1M | ||
| Q4 24 | $104.2M | $253.3M | ||
| Q3 24 | $117.4M | $247.0M | ||
| Q2 24 | $130.8M | $244.5M | ||
| Q1 24 | $117.3M | $229.8M |
总债务EGHTSFIX
| Q4 25 | $321.2M | — | ||
| Q3 25 | $325.8M | — | ||
| Q2 25 | $335.4M | — | ||
| Q1 25 | $350.0M | — | ||
| Q4 24 | $364.5M | — | ||
| Q3 24 | $396.9M | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $409.7M | — |
股东权益EGHTSFIX
| Q4 25 | $142.9M | $204.1M | ||
| Q3 25 | $133.2M | $203.0M | ||
| Q2 25 | $128.2M | $200.4M | ||
| Q1 25 | $122.2M | $197.8M | ||
| Q4 24 | $113.0M | $190.5M | ||
| Q3 24 | $109.8M | $187.0M | ||
| Q2 24 | $104.6M | $208.9M | ||
| Q1 24 | $102.0M | $213.3M |
总资产EGHTSFIX
| Q4 25 | $661.5M | $530.7M | ||
| Q3 25 | $670.8M | $480.6M | ||
| Q2 25 | $684.3M | $484.7M | ||
| Q1 25 | $683.2M | $472.6M | ||
| Q4 24 | $698.2M | $507.1M | ||
| Q3 24 | $740.1M | $486.9M | ||
| Q2 24 | $755.7M | $537.0M | ||
| Q1 24 | $756.0M | $538.3M |
负债/权益比EGHTSFIX
| Q4 25 | 2.25× | — | ||
| Q3 25 | 2.45× | — | ||
| Q2 25 | 2.62× | — | ||
| 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 | $10.9M |
| 自由现金流经营现金流 - 资本支出 | $19.1M | $5.6M |
| 自由现金流率自由现金流/营收 | 10.3% | 1.6% |
| 资本支出强度资本支出/营收 | 0.9% | 1.6% |
| 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 | $4.9M |
8季度趋势，按日历期对齐
经营现金流EGHTSFIX
| Q4 25 | $20.7M | $10.9M | ||
| Q3 25 | $8.8M | $7.0M | ||
| Q2 25 | $11.9M | $20.5M | ||
| Q1 25 | $5.9M | $-16.2M | ||
| Q4 24 | $27.2M | $14.3M | ||
| Q3 24 | $12.3M | $8.2M | ||
| Q2 24 | $18.1M | $21.7M | ||
| Q1 24 | $12.7M | $-22.3M |
自由现金流EGHTSFIX
| Q4 25 | $19.1M | $5.6M | ||
| Q3 25 | $7.7M | $2.8M | ||
| Q2 25 | $11.5M | $16.0M | ||
| Q1 25 | $5.5M | $-19.4M | ||
| Q4 24 | $26.8M | $9.9M | ||
| Q3 24 | $11.1M | $4.5M | ||
| Q2 24 | $17.8M | $18.9M | ||
| Q1 24 | $12.3M | $-26.1M |
自由现金流率EGHTSFIX
| Q4 25 | 10.3% | 1.6% | ||
| Q3 25 | 4.2% | 0.9% | ||
| Q2 25 | 6.3% | 4.9% | ||
| Q1 25 | 3.1% | -6.2% | ||
| Q4 24 | 15.0% | 3.1% | ||
| Q3 24 | 6.1% | 1.4% | ||
| Q2 24 | 10.0% | 5.9% | ||
| Q1 24 | 6.9% | -7.9% |
资本支出强度EGHTSFIX
| Q4 25 | 0.9% | 1.6% | ||
| Q3 25 | 0.6% | 1.4% | ||
| Q2 25 | 0.2% | 1.4% | ||
| Q1 25 | 0.2% | 1.0% | ||
| Q4 24 | 0.3% | 1.4% | ||
| Q3 24 | 0.7% | 1.2% | ||
| Q2 24 | 0.2% | 0.9% | ||
| Q1 24 | 0.2% | 1.1% |
现金转化率EGHTSFIX
| 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% |
SFIX
暂无分部数据
