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FIGS, Inc.（FIGS）与安德玛（UAA）财务数据对比。点击上方公司名可切换其他公司
安德玛的季度营收约是FIGS, Inc.的6.6倍（$1.3B vs $201.9M）。FIGS, Inc.净利率更高（9.2% vs -32.4%，领先41.6%）。FIGS, Inc.同比增速更快（33.0% vs -5.2%）。安德玛自由现金流更多（$261.9M vs $58.1M）。过去两年FIGS, Inc.的营收复合增速更高（30.1% vs -0.2%）
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。
Under Armour是来自美国的专业运动装备品牌，总部位于美国马里兰州巴尔的摩，主营高性能运动服饰、鞋履等产品，为全球运动爱好者及专业运动员提供兼具功能性与舒适度的运动穿着解决方案。
FIGS vs UAA — 直观对比
营收规模更大
UAA
是对方的6.6倍
$201.9M
营收增速更快
FIGS
高出38.2%
-5.2%
净利率更高
FIGS
高出41.6%
-32.4%
自由现金流更多
UAA
多$203.9M
$58.1M
两年增速更快
FIGS
近两年复合增速
-0.2%
损益表 — Q4 2025 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $201.9M | $1.3B |
| 净利润 | $18.5M | $-430.8M |
| 毛利率 | 62.9% | 44.4% |
| 营业利润率 | 9.3% | -11.3% |
| 净利率 | 9.2% | -32.4% |
| 营收同比 | 33.0% | -5.2% |
| 净利润同比 | 881.8% | -35013.0% |
| 每股收益（稀释后） | $0.10 | $-1.01 |
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FIGSUAA
| Q4 25 | $201.9M | $1.3B | ||
| Q3 25 | $151.7M | $1.3B | ||
| Q2 25 | $152.6M | $1.1B | ||
| Q1 25 | $124.9M | $1.2B | ||
| Q4 24 | $151.8M | $1.4B | ||
| Q3 24 | $140.2M | $1.4B | ||
| Q2 24 | $144.2M | $1.2B | ||
| Q1 24 | $119.3M | $1.3B |
净利润FIGSUAA
| Q4 25 | $18.5M | $-430.8M | ||
| Q3 25 | $8.7M | $-18.8M | ||
| Q2 25 | $7.1M | $-2.6M | ||
| Q1 25 | $-102.0K | $-67.5M | ||
| Q4 24 | $1.9M | $1.2M | ||
| Q3 24 | $-1.7M | $170.4M | ||
| Q2 24 | $1.1M | $-305.4M | ||
| Q1 24 | $1.4M | $6.6M |
毛利率FIGSUAA
| Q4 25 | 62.9% | 44.4% | ||
| Q3 25 | 69.9% | 47.3% | ||
| Q2 25 | 67.0% | 48.2% | ||
| Q1 25 | 67.6% | 46.7% | ||
| Q4 24 | 67.3% | 47.5% | ||
| Q3 24 | 67.1% | 49.8% | ||
| Q2 24 | 67.4% | 47.5% | ||
| Q1 24 | 68.9% | 45.0% |
营业利润率FIGSUAA
| Q4 25 | 9.3% | -11.3% | ||
| Q3 25 | 6.4% | 1.3% | ||
| Q2 25 | 6.5% | 0.3% | ||
| Q1 25 | -0.2% | -6.1% | ||
| Q4 24 | 5.9% | 1.0% | ||
| Q3 24 | -6.2% | 12.4% | ||
| Q2 24 | 1.1% | -25.3% | ||
| Q1 24 | 0.4% | -0.3% |
净利率FIGSUAA
| Q4 25 | 9.2% | -32.4% | ||
| Q3 25 | 5.8% | -1.4% | ||
| Q2 25 | 4.7% | -0.2% | ||
| Q1 25 | -0.1% | -5.7% | ||
| Q4 24 | 1.2% | 0.1% | ||
| Q3 24 | -1.2% | 12.2% | ||
| Q2 24 | 0.8% | -25.8% | ||
| Q1 24 | 1.2% | 0.5% |
每股收益（稀释后）FIGSUAA
| Q4 25 | $0.10 | $-1.01 | ||
| Q3 25 | $0.05 | $-0.04 | ||
| Q2 25 | $0.04 | $-0.01 | ||
| Q1 25 | $0.00 | $-0.16 | ||
| Q4 24 | $0.01 | $0.00 | ||
| Q3 24 | $-0.01 | $0.39 | ||
| Q2 24 | $0.01 | $-0.70 | ||
| Q1 24 | $0.01 | $0.02 |
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 | $464.6M |
| 总债务越低越好 | — | $989.7M |
| 股东权益账面价值 | $437.5M | $1.4B |
| 总资产 | $580.0M | $4.6B |
| 负债/权益比越低杠杆越低 | — | 0.69× |
8季度趋势，按日历期对齐
现金及短期投资FIGSUAA
| Q4 25 | $82.0M | $464.6M | ||
| Q3 25 | $46.5M | $396.0M | ||
| Q2 25 | $50.8M | $911.0M | ||
| Q1 25 | $90.0M | $501.4M | ||
| Q4 24 | $85.6M | $726.9M | ||
| Q3 24 | $124.1M | $530.7M | ||
| Q2 24 | $131.8M | $884.6M | ||
| Q1 24 | $155.3M | $858.7M |
总债务FIGSUAA
| Q4 25 | — | $989.7M | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | — | $989.2M | ||
| Q1 25 | — | $595.1M | ||
| Q4 24 | — | $595.2M | ||
| Q3 24 | — | $594.6M | ||
| Q2 24 | — | $595.4M | ||
| Q1 24 | — | $675.8M |
股东权益FIGSUAA
| Q4 25 | $437.5M | $1.4B | ||
| Q3 25 | $413.3M | $1.9B | ||
| Q2 25 | $396.5M | $1.9B | ||
| Q1 25 | $381.5M | $1.9B | ||
| Q4 24 | $377.1M | $2.0B | ||
| Q3 24 | $403.5M | $2.0B | ||
| Q2 24 | $401.7M | $1.8B | ||
| Q1 24 | $389.9M | $2.2B |
总资产FIGSUAA
| Q4 25 | $580.0M | $4.6B | ||
| Q3 25 | $544.7M | $4.9B | ||
| Q2 25 | $517.1M | $4.9B | ||
| Q1 25 | $522.3M | $4.3B | ||
| Q4 24 | $509.8M | $4.6B | ||
| Q3 24 | $542.5M | $4.5B | ||
| Q2 24 | $526.0M | $4.9B | ||
| Q1 24 | $510.9M | $4.8B |
负债/权益比FIGSUAA
| Q4 25 | — | 0.69× | ||
| Q3 25 | — | 0.64× | ||
| Q2 25 | — | 0.53× | ||
| Q1 25 | — | 0.31× | ||
| Q4 24 | — | 0.30× | ||
| Q3 24 | — | 0.30× | ||
| Q2 24 | — | 0.33× | ||
| Q1 24 | — | 0.31× |
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 | $278.1M |
| 自由现金流经营现金流 - 资本支出 | $58.1M | $261.9M |
| 自由现金流率自由现金流/营收 | 28.8% | 19.7% |
| 资本支出强度资本支出/营收 | 1.4% | 1.2% |
| 现金转化率经营现金流/净利润 | 3.29× | — |
| 过去12个月自由现金流最近4个季度 | $53.0M | $-45.9M |
8季度趋势，按日历期对齐
经营现金流FIGSUAA
| Q4 25 | $60.9M | $278.1M | ||
| Q3 25 | $3.4M | $-69.8M | ||
| Q2 25 | $-12.4M | $48.9M | ||
| Q1 25 | $9.2M | $-202.2M | ||
| Q4 24 | $30.4M | $311.3M | ||
| Q3 24 | $22.6M | $-321.4M | ||
| Q2 24 | $16.5M | $153.0M | ||
| Q1 24 | $11.6M | $-122.9M |
自由现金流FIGSUAA
| Q4 25 | $58.1M | $261.9M | ||
| Q3 25 | $531.0K | $-90.3M | ||
| Q2 25 | $-13.5M | $13.5M | ||
| Q1 25 | $7.9M | $-231.0M | ||
| Q4 24 | $27.1M | $262.9M | ||
| Q3 24 | $18.4M | $-367.2M | ||
| Q2 24 | $7.5M | $107.3M | ||
| Q1 24 | $11.1M | $-156.7M |
自由现金流率FIGSUAA
| Q4 25 | 28.8% | 19.7% | ||
| Q3 25 | 0.4% | -6.8% | ||
| Q2 25 | -8.9% | 1.2% | ||
| Q1 25 | 6.3% | -19.6% | ||
| Q4 24 | 17.8% | 18.8% | ||
| Q3 24 | 13.1% | -26.2% | ||
| Q2 24 | 5.2% | 9.1% | ||
| Q1 24 | 9.3% | -11.8% |
资本支出强度FIGSUAA
| Q4 25 | 1.4% | 1.2% | ||
| Q3 25 | 1.9% | 1.5% | ||
| Q2 25 | 0.7% | 3.1% | ||
| Q1 25 | 1.0% | 2.4% | ||
| Q4 24 | 2.2% | 3.5% | ||
| Q3 24 | 3.0% | 3.3% | ||
| Q2 24 | 6.2% | 3.9% | ||
| Q1 24 | 0.4% | 2.5% |
现金转化率FIGSUAA
| Q4 25 | 3.29× | — | ||
| Q3 25 | 0.39× | — | ||
| Q2 25 | -1.75× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 16.14× | 252.26× | ||
| Q3 24 | — | -1.89× | ||
| Q2 24 | 15.04× | — | ||
| Q1 24 | 8.10× | -18.71× |
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% |
UAA
| Apparel | $934.0M | 70% |
| Footwear | $265.1M | 20% |
| Accessories | $107.7M | 8% |
| License | $27.2M | 2% |
