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FIGS, Inc.(FIGS)与G III APPAREL GROUP LTD(GIII)财务数据对比。点击上方公司名可切换其他公司
G III APPAREL GROUP LTD的季度营收约是FIGS, Inc.的4.9倍($988.6M vs $201.9M)。FIGS, Inc.净利率更高(9.2% vs 8.2%,领先1.0%)。FIGS, Inc.同比增速更快(33.0% vs -9.0%)。FIGS, Inc.自由现金流更多($58.1M vs $-106.4M)。过去两年FIGS, Inc.的营收复合增速更高(30.1% vs 13.7%)
FIGS是一家总部位于美国加利福尼亚州圣莫尼卡的服饰企业,由希瑟·哈森与特里娜·斯皮尔于2013年共同创立,二人目前共同担任首席执行官。品牌专注为医疗从业者提供医用刷手服及相关专业产品,是医疗工装领域的知名品牌。
GIII服装集团是一家国际时尚企业,设计、生产及销售服装、鞋履、配饰等产品,拥有多个知名自有及授权品牌,覆盖休闲、运动、轻奢等多个品类,主要销往北美、欧洲等全球市场,合作客户包括百货商场、专业零售商及电商平台。
FIGS vs GIII — 直观对比
营收规模更大
GIII
是对方的4.9倍
$201.9M
营收增速更快
FIGS
高出42.0%
-9.0%
净利率更高
FIGS
高出1.0%
8.2%
自由现金流更多
FIGS
多$164.5M
$-106.4M
两年增速更快
FIGS
近两年复合增速
13.7%
损益表 — Q4 2025 vs Q3 2026
| 指标 | ||
|---|---|---|
| 营收 | $201.9M | $988.6M |
| 净利润 | $18.5M | $80.6M |
| 毛利率 | 62.9% | 38.6% |
| 营业利润率 | 9.3% | 11.4% |
| 净利率 | 9.2% | 8.2% |
| 营收同比 | 33.0% | -9.0% |
| 净利润同比 | 881.8% | -29.8% |
| 每股收益(稀释后) | $0.10 | $1.84 |
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
FIGS
GIII
| Q4 25 | $201.9M | $988.6M | ||
| Q3 25 | $151.7M | $613.3M | ||
| Q2 25 | $152.6M | $583.6M | ||
| Q1 25 | $124.9M | $839.5M | ||
| Q4 24 | $151.8M | $1.1B | ||
| Q3 24 | $140.2M | $644.8M | ||
| Q2 24 | $144.2M | $609.7M | ||
| Q1 24 | $119.3M | $764.8M |
净利润
FIGS
GIII
| Q4 25 | $18.5M | $80.6M | ||
| Q3 25 | $8.7M | $10.9M | ||
| Q2 25 | $7.1M | $7.8M | ||
| Q1 25 | $-102.0K | $48.8M | ||
| Q4 24 | $1.9M | $114.8M | ||
| Q3 24 | $-1.7M | $24.2M | ||
| Q2 24 | $1.1M | $5.8M | ||
| Q1 24 | $1.4M | $28.9M |
毛利率
FIGS
GIII
| Q4 25 | 62.9% | 38.6% | ||
| Q3 25 | 69.9% | 40.8% | ||
| Q2 25 | 67.0% | 42.2% | ||
| Q1 25 | 67.6% | 39.5% | ||
| Q4 24 | 67.3% | 39.8% | ||
| Q3 24 | 67.1% | 42.8% | ||
| Q2 24 | 67.4% | 42.5% | ||
| Q1 24 | 68.9% | 36.9% |
营业利润率
FIGS
GIII
| Q4 25 | 9.3% | 11.4% | ||
| Q3 25 | 6.4% | 2.7% | ||
| Q2 25 | 6.5% | 1.5% | ||
| Q1 25 | -0.2% | 8.5% | ||
| Q4 24 | 5.9% | 15.3% | ||
| Q3 24 | -6.2% | 6.4% | ||
| Q2 24 | 1.1% | 2.2% | ||
| Q1 24 | 0.4% | 6.1% |
净利率
FIGS
GIII
| Q4 25 | 9.2% | 8.2% | ||
| Q3 25 | 5.8% | 1.8% | ||
| Q2 25 | 4.7% | 1.3% | ||
| Q1 25 | -0.1% | 5.8% | ||
| Q4 24 | 1.2% | 10.6% | ||
| Q3 24 | -1.2% | 3.8% | ||
| Q2 24 | 0.8% | 1.0% | ||
| Q1 24 | 1.2% | 3.8% |
每股收益(稀释后)
FIGS
GIII
| Q4 25 | $0.10 | $1.84 | ||
| Q3 25 | $0.05 | $0.25 | ||
| Q2 25 | $0.04 | $0.17 | ||
| Q1 25 | $0.00 | $1.00 | ||
| Q4 24 | $0.01 | $2.55 | ||
| Q3 24 | $-0.01 | $0.53 | ||
| Q2 24 | $0.01 | $0.12 | ||
| Q1 24 | $0.01 | $0.59 |
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 | $82.0M | $184.1M |
| 总债务越低越好 | — | $6.5M |
| 股东权益账面价值 | $437.5M | $1.8B |
| 总资产 | $580.0M | $2.8B |
| 负债/权益比越低杠杆越低 | — | 0.00× |
8季度趋势,按日历期对齐
现金及短期投资
FIGS
GIII
| Q4 25 | $82.0M | $184.1M | ||
| Q3 25 | $46.5M | $301.8M | ||
| Q2 25 | $50.8M | $257.8M | ||
| Q1 25 | $90.0M | $181.4M | ||
| Q4 24 | $85.6M | $104.7M | ||
| Q3 24 | $124.1M | $414.8M | ||
| Q2 24 | $131.8M | $508.4M | ||
| Q1 24 | $155.3M | $507.8M |
总债务
FIGS
GIII
| Q4 25 | — | $6.5M | ||
| Q3 25 | — | $6.9M | ||
| Q2 25 | — | $6.8M | ||
| Q1 25 | — | $3.0M | ||
| Q4 24 | — | $213.9M | ||
| Q3 24 | — | $402.5M | ||
| Q2 24 | — | $402.7M | ||
| Q1 24 | — | $402.8M |
股东权益
FIGS
GIII
| Q4 25 | $437.5M | $1.8B | ||
| Q3 25 | $413.3M | $1.7B | ||
| Q2 25 | $396.5M | $1.7B | ||
| Q1 25 | $381.5M | $1.7B | ||
| Q4 24 | $377.1M | $1.6B | ||
| Q3 24 | $403.5M | $1.5B | ||
| Q2 24 | $401.7M | $1.5B | ||
| Q1 24 | $389.9M | $1.6B |
总资产
FIGS
GIII
| Q4 25 | $580.0M | $2.8B | ||
| Q3 25 | $544.7M | $2.7B | ||
| Q2 25 | $517.1M | $2.4B | ||
| Q1 25 | $522.3M | $2.5B | ||
| Q4 24 | $509.8M | $2.8B | ||
| Q3 24 | $542.5M | $2.7B | ||
| Q2 24 | $526.0M | $2.6B | ||
| Q1 24 | $510.9M | $2.7B |
负债/权益比
FIGS
GIII
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | 0.00× | ||
| Q1 25 | — | 0.00× | ||
| Q4 24 | — | 0.13× | ||
| Q3 24 | — | 0.27× | ||
| Q2 24 | — | 0.26× | ||
| Q1 24 | — | 0.26× |
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 | $60.9M | $-97.3M |
| 自由现金流经营现金流 - 资本支出 | $58.1M | $-106.4M |
| 自由现金流率自由现金流/营收 | 28.8% | -10.8% |
| 资本支出强度资本支出/营收 | 1.4% | 0.9% |
| 现金转化率经营现金流/净利润 | 3.29× | -1.21× |
| 过去12个月自由现金流最近4个季度 | $53.0M | $367.7M |
8季度趋势,按日历期对齐
经营现金流
FIGS
GIII
| Q4 25 | $60.9M | $-97.3M | ||
| Q3 25 | $3.4M | $75.1M | ||
| Q2 25 | $-12.4M | $93.8M | ||
| Q1 25 | $9.2M | $333.4M | ||
| Q4 24 | $30.4M | $-111.8M | ||
| Q3 24 | $22.6M | $49.3M | ||
| Q2 24 | $16.5M | $45.5M | ||
| Q1 24 | $11.6M | $361.3M |
自由现金流
FIGS
GIII
| Q4 25 | $58.1M | $-106.4M | ||
| Q3 25 | $531.0K | $64.7M | ||
| Q2 25 | $-13.5M | $85.7M | ||
| Q1 25 | $7.9M | $323.7M | ||
| Q4 24 | $27.1M | $-120.3M | ||
| Q3 24 | $18.4M | $38.8M | ||
| Q2 24 | $7.5M | $32.8M | ||
| Q1 24 | $11.1M | $352.3M |
自由现金流率
FIGS
GIII
| Q4 25 | 28.8% | -10.8% | ||
| Q3 25 | 0.4% | 10.6% | ||
| Q2 25 | -8.9% | 14.7% | ||
| Q1 25 | 6.3% | 38.6% | ||
| Q4 24 | 17.8% | -11.1% | ||
| Q3 24 | 13.1% | 6.0% | ||
| Q2 24 | 5.2% | 5.4% | ||
| Q1 24 | 9.3% | 46.1% |
资本支出强度
FIGS
GIII
| Q4 25 | 1.4% | 0.9% | ||
| Q3 25 | 1.9% | 1.7% | ||
| Q2 25 | 0.7% | 1.4% | ||
| Q1 25 | 1.0% | 1.2% | ||
| Q4 24 | 2.2% | 0.8% | ||
| Q3 24 | 3.0% | 1.6% | ||
| Q2 24 | 6.2% | 2.1% | ||
| Q1 24 | 0.4% | 1.2% |
现金转化率
FIGS
GIII
| Q4 25 | 3.29× | -1.21× | ||
| Q3 25 | 0.39× | 6.86× | ||
| Q2 25 | -1.75× | 12.09× | ||
| Q1 25 | — | 6.83× | ||
| Q4 24 | 16.14× | -0.97× | ||
| Q3 24 | — | 2.04× | ||
| Q2 24 | 15.04× | 7.84× | ||
| Q1 24 | 8.10× | 12.52× |
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
FIGS
| Scrubwear | $154.9M | 77% |
| Non Scrubwear Lifestyle | $47.0M | 23% |
GIII
| Proprietary Brands | $498.1M | 50% |
| Licensed Brands | $479.2M | 48% |
| Retail Segment | $45.7M | 5% |