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Embecta Corp.（EMBC）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Embecta Corp.的1.3倍（$342.1M vs $261.2M），Embecta Corp.净利率更高（16.9% vs -1.9%，领先18.7%），Stitch Fix, Inc.同比增速更快（7.3% vs -0.3%），Embecta Corp.自由现金流更多（$16.6M vs $5.6M），过去两年Stitch Fix, Inc.的营收复合增速更高（1.8% vs -4.6%）
Embecta Corp.是一家专注于糖尿病护理领域的全球医疗科技企业，主要设计、生产及销售胰岛素笔针、注射器、输注组件等给药装置，产品服务覆盖全球多个地区的患者、医疗机构及生物制药合作方。
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。
EMBC vs SFIX — 直观对比
营收规模更大
SFIX
是对方的1.3倍
$261.2M
营收增速更快
SFIX
高出7.6%
-0.3%
净利率更高
EMBC
高出18.7%
-1.9%
自由现金流更多
EMBC
多$11.0M
$5.6M
两年增速更快
SFIX
近两年复合增速
-4.6%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $261.2M | $342.1M |
| 净利润 | $44.1M | $-6.4M |
| 毛利率 | 61.9% | 43.6% |
| 营业利润率 | 31.9% | -2.5% |
| 净利率 | 16.9% | -1.9% |
| 营收同比 | -0.3% | 7.3% |
| 净利润同比 | — | -1.7% |
| 每股收益（稀释后） | $0.74 | $-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EMBCSFIX
| Q4 25 | $261.2M | $342.1M | ||
| Q3 25 | $264.0M | $311.2M | ||
| Q2 25 | $295.5M | $325.0M | ||
| Q1 25 | $259.0M | $312.1M | ||
| Q4 24 | $261.9M | $318.8M | ||
| Q3 24 | $286.1M | $319.6M | ||
| Q2 24 | $272.5M | $322.7M | ||
| Q1 24 | $287.2M | $330.4M |
净利润EMBCSFIX
| Q4 25 | $44.1M | $-6.4M | ||
| Q3 25 | $26.4M | $-8.6M | ||
| Q2 25 | $45.5M | $-7.4M | ||
| Q1 25 | $23.5M | $-6.5M | ||
| Q4 24 | $0 | $-6.3M | ||
| Q3 24 | $14.6M | $-36.5M | ||
| Q2 24 | $14.7M | $-21.3M | ||
| Q1 24 | $28.9M | $-35.5M |
毛利率EMBCSFIX
| Q4 25 | 61.9% | 43.6% | ||
| Q3 25 | 60.0% | 43.6% | ||
| Q2 25 | 66.7% | 44.2% | ||
| Q1 25 | 63.4% | 44.5% | ||
| Q4 24 | 60.0% | 45.4% | ||
| Q3 24 | 60.7% | 44.6% | ||
| Q2 24 | 69.8% | 45.5% | ||
| Q1 24 | 64.6% | 43.4% |
营业利润率EMBCSFIX
| Q4 25 | 31.9% | -2.5% | ||
| Q3 25 | 21.4% | -3.6% | ||
| Q2 25 | 31.8% | -3.0% | ||
| Q1 25 | 24.3% | -2.9% | ||
| Q4 24 | 11.0% | -2.8% | ||
| Q3 24 | 9.2% | -13.1% | ||
| Q2 24 | 20.5% | -7.7% | ||
| Q1 24 | 13.6% | -11.5% |
净利率EMBCSFIX
| Q4 25 | 16.9% | -1.9% | ||
| Q3 25 | 10.0% | -2.8% | ||
| Q2 25 | 15.4% | -2.3% | ||
| Q1 25 | 9.1% | -2.1% | ||
| Q4 24 | — | -2.0% | ||
| Q3 24 | 5.1% | -11.4% | ||
| Q2 24 | 5.4% | -6.6% | ||
| Q1 24 | 10.1% | -10.8% |
每股收益（稀释后）EMBCSFIX
| Q4 25 | $0.74 | $-0.05 | ||
| Q3 25 | $0.44 | $-0.06 | ||
| Q2 25 | $0.78 | $-0.06 | ||
| Q1 25 | $0.40 | $-0.05 | ||
| Q4 24 | $0.00 | $-0.05 | ||
| Q3 24 | $0.24 | $-0.29 | ||
| Q2 24 | $0.25 | $-0.18 | ||
| Q1 24 | $0.50 | $-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 | $201.3M | $244.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-613.1M | $204.1M |
| 总资产 | $1.1B | $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EMBCSFIX
| Q4 25 | $201.3M | $244.2M | ||
| Q3 25 | $225.5M | $234.9M | ||
| Q2 25 | $230.6M | $234.2M | ||
| Q1 25 | $209.3M | $219.1M | ||
| Q4 24 | $210.0M | $253.3M | ||
| Q3 24 | $267.5M | $247.0M | ||
| Q2 24 | $275.1M | $244.5M | ||
| Q1 24 | $299.8M | $229.8M |
总债务EMBCSFIX
| Q4 25 | — | — | ||
| Q3 25 | $1.4B | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $1.6B | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益EMBCSFIX
| Q4 25 | $-613.1M | $204.1M | ||
| Q3 25 | $-650.6M | $203.0M | ||
| Q2 25 | $-669.6M | $200.4M | ||
| Q1 25 | $-736.2M | $197.8M | ||
| Q4 24 | $-768.8M | $190.5M | ||
| Q3 24 | $-738.3M | $187.0M | ||
| Q2 24 | $-763.7M | $208.9M | ||
| Q1 24 | $-769.6M | $213.3M |
总资产EMBCSFIX
| Q4 25 | $1.1B | $530.7M | ||
| Q3 25 | $1.1B | $480.6M | ||
| Q2 25 | $1.2B | $484.7M | ||
| Q1 25 | $1.1B | $472.6M | ||
| Q4 24 | $1.1B | $507.1M | ||
| Q3 24 | $1.3B | $486.9M | ||
| Q2 24 | $1.3B | $537.0M | ||
| Q1 24 | $1.2B | $538.3M |
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 | $17.2M | $10.9M |
| 自由现金流经营现金流 - 资本支出 | $16.6M | $5.6M |
| 自由现金流率自由现金流/营收 | 6.4% | 1.6% |
| 资本支出强度资本支出/营收 | 0.2% | 1.6% |
| 现金转化率经营现金流/净利润 | 0.39× | — |
| 过去12个月自由现金流最近4个季度 | $205.8M | $4.9M |
8季度趋势，按日历期对齐
经营现金流EMBCSFIX
| Q4 25 | $17.2M | $10.9M | ||
| Q3 25 | $84.0M | $7.0M | ||
| Q2 25 | $81.2M | $20.5M | ||
| Q1 25 | $31.8M | $-16.2M | ||
| Q4 24 | $-5.3M | $14.3M | ||
| Q3 24 | $26.6M | $8.2M | ||
| Q2 24 | $-2.1M | $21.7M | ||
| Q1 24 | $24.3M | $-22.3M |
自由现金流EMBCSFIX
| Q4 25 | $16.6M | $5.6M | ||
| Q3 25 | $76.7M | $2.8M | ||
| Q2 25 | $80.8M | $16.0M | ||
| Q1 25 | $31.7M | $-19.4M | ||
| Q4 24 | $-6.8M | $9.9M | ||
| Q3 24 | — | $4.5M | ||
| Q2 24 | $-11.8M | $18.9M | ||
| Q1 24 | $20.9M | $-26.1M |
自由现金流率EMBCSFIX
| Q4 25 | 6.4% | 1.6% | ||
| Q3 25 | 29.1% | 0.9% | ||
| Q2 25 | 27.3% | 4.9% | ||
| Q1 25 | 12.2% | -6.2% | ||
| Q4 24 | -2.6% | 3.1% | ||
| Q3 24 | — | 1.4% | ||
| Q2 24 | -4.3% | 5.9% | ||
| Q1 24 | 7.3% | -7.9% |
资本支出强度EMBCSFIX
| Q4 25 | 0.2% | 1.6% | ||
| Q3 25 | 2.8% | 1.4% | ||
| Q2 25 | 0.1% | 1.4% | ||
| Q1 25 | 0.0% | 1.0% | ||
| Q4 24 | 0.6% | 1.4% | ||
| Q3 24 | 0.0% | 1.2% | ||
| Q2 24 | 3.6% | 0.9% | ||
| Q1 24 | 1.2% | 1.1% |
现金转化率EMBCSFIX
| Q4 25 | 0.39× | — | ||
| Q3 25 | 3.18× | — | ||
| Q2 25 | 1.78× | — | ||
| Q1 25 | 1.35× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.82× | — | ||
| Q2 24 | -0.14× | — | ||
| Q1 24 | 0.84× | — |
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
EMBC
| Pen Needles | $185.5M | 71% |
| Safety | $37.3M | 14% |
| Syringes | $30.7M | 12% |
| Manufacturing Facility | $4.1M | 2% |
SFIX
暂无分部数据
