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1 800 FLOWERS COM INC（FLWS）与Sally Beauty Holdings, Inc.（SBH）财务数据对比。点击上方公司名可切换其他公司
Sally Beauty Holdings, Inc.的季度营收约是1 800 FLOWERS COM INC的1.3倍（$943.2M vs $702.2M）。1 800 FLOWERS COM INC净利率更高（10.0% vs 4.8%，领先5.2%）。Sally Beauty Holdings, Inc.同比增速更快（0.6% vs -9.5%）。1 800 FLOWERS COM INC自由现金流更多（$302.2M vs $57.5M）。过去两年Sally Beauty Holdings, Inc.的营收复合增速更高（1.9% vs -7.6%）
1 800 FLOWERS COM INC是美国知名的全渠道鲜花礼品零售企业，主营鲜花花束、礼品篮、美食礼盒、定制礼物及家居装饰品，服务北美地区个人及企业客户，覆盖节日、生日、纪念日等各类送礼场景。
莎莉美容控股是美国的跨国专业美妆用品零售及分销商，主营专业级美容相关产品供应，年营收超39亿美元，业务覆盖全球多个市场，在专业美容供应链领域拥有较高的行业知名度。
FLWS vs SBH — 直观对比
营收规模更大
SBH
是对方的1.3倍
$702.2M
营收增速更快
SBH
高出10.0%
-9.5%
净利率更高
FLWS
高出5.2%
4.8%
自由现金流更多
FLWS
多$244.8M
$57.5M
两年增速更快
SBH
近两年复合增速
-7.6%
损益表 — Q2 2026 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $702.2M | $943.2M |
| 净利润 | $70.6M | $45.6M |
| 毛利率 | 42.1% | 51.2% |
| 营业利润率 | 10.6% | 8.1% |
| 净利率 | 10.0% | 4.8% |
| 营收同比 | -9.5% | 0.6% |
| 净利润同比 | 9.6% | -25.3% |
| 每股收益（稀释后） | $1.10 | $0.45 |
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FLWSSBH
| Q4 25 | $702.2M | $943.2M | ||
| Q3 25 | $215.2M | $947.1M | ||
| Q2 25 | $336.6M | $933.3M | ||
| Q1 25 | $331.5M | $883.1M | ||
| Q4 24 | $775.5M | $937.9M | ||
| Q3 24 | $242.1M | $935.0M | ||
| Q2 24 | — | $942.3M | ||
| Q1 24 | $379.4M | $908.4M |
净利润FLWSSBH
| Q4 25 | $70.6M | $45.6M | ||
| Q3 25 | $-53.0M | $49.9M | ||
| Q2 25 | $-51.9M | $45.7M | ||
| Q1 25 | $-178.2M | $39.2M | ||
| Q4 24 | $64.3M | $61.0M | ||
| Q3 24 | $-34.2M | $48.1M | ||
| Q2 24 | — | $37.7M | ||
| Q1 24 | $-16.9M | $29.2M |
毛利率FLWSSBH
| Q4 25 | 42.1% | 51.2% | ||
| Q3 25 | 35.7% | 52.2% | ||
| Q2 25 | 35.5% | 51.5% | ||
| Q1 25 | 31.7% | 52.0% | ||
| Q4 24 | 43.3% | 50.8% | ||
| Q3 24 | 38.1% | 51.2% | ||
| Q2 24 | — | 51.0% | ||
| Q1 24 | 36.6% | 51.0% |
营业利润率FLWSSBH
| Q4 25 | 10.6% | 8.1% | ||
| Q3 25 | -23.5% | 8.4% | ||
| Q2 25 | -16.5% | 8.4% | ||
| Q1 25 | -58.4% | 7.9% | ||
| Q4 24 | 11.7% | 10.7% | ||
| Q3 24 | -19.4% | 8.8% | ||
| Q2 24 | — | 7.6% | ||
| Q1 24 | -7.4% | 6.6% |
净利率FLWSSBH
| Q4 25 | 10.0% | 4.8% | ||
| Q3 25 | -24.6% | 5.3% | ||
| Q2 25 | -15.4% | 4.9% | ||
| Q1 25 | -53.8% | 4.4% | ||
| Q4 24 | 8.3% | 6.5% | ||
| Q3 24 | -14.1% | 5.1% | ||
| Q2 24 | — | 4.0% | ||
| Q1 24 | -4.5% | 3.2% |
每股收益（稀释后）FLWSSBH
| Q4 25 | $1.10 | $0.45 | ||
| Q3 25 | $-0.83 | $0.49 | ||
| Q2 25 | $-0.80 | $0.44 | ||
| Q1 25 | $-2.80 | $0.38 | ||
| Q4 24 | $1.00 | $0.58 | ||
| Q3 24 | $-0.53 | $0.45 | ||
| Q2 24 | — | $0.36 | ||
| Q1 24 | $-0.26 | $0.27 |
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 | $193.3M | $157.2M |
| 总债务越低越好 | $123.5M | $842.5M |
| 股东权益账面价值 | $289.7M | $823.6M |
| 总资产 | $893.1M | $2.9B |
| 负债/权益比越低杠杆越低 | 0.43× | 1.02× |
8季度趋势，按日历期对齐
现金及短期投资FLWSSBH
| Q4 25 | $193.3M | $157.2M | ||
| Q3 25 | $7.7M | $149.2M | ||
| Q2 25 | $46.5M | $112.8M | ||
| Q1 25 | $84.7M | $92.2M | ||
| Q4 24 | $247.2M | $105.5M | ||
| Q3 24 | $8.4M | $108.0M | ||
| Q2 24 | — | $97.4M | ||
| Q1 24 | $184.0M | $97.2M |
总债务FLWSSBH
| Q4 25 | $123.5M | $842.5M | ||
| Q3 25 | $128.9M | $862.0M | ||
| Q2 25 | $134.8M | $882.4M | ||
| Q1 25 | $142.3M | $902.8M | ||
| Q4 24 | $157.5M | $938.1M | ||
| Q3 24 | $172.3M | $978.3M | ||
| Q2 24 | — | $978.9M | ||
| Q1 24 | $179.4M | $978.4M |
股东权益FLWSSBH
| Q4 25 | $289.7M | $823.6M | ||
| Q3 25 | $217.5M | $794.2M | ||
| Q2 25 | $268.3M | $762.9M | ||
| Q1 25 | $317.7M | $699.8M | ||
| Q4 24 | $495.1M | $656.5M | ||
| Q3 24 | $433.4M | $628.5M | ||
| Q2 24 | — | $577.7M | ||
| Q1 24 | $485.3M | $550.9M |
总资产FLWSSBH
| Q4 25 | $893.1M | $2.9B | ||
| Q3 25 | $840.5M | $2.9B | ||
| Q2 25 | $772.6M | $2.7B | ||
| Q1 25 | $806.2M | $2.7B | ||
| Q4 24 | $1.1B | $2.7B | ||
| Q3 24 | $1.0B | $2.8B | ||
| Q2 24 | — | $2.7B | ||
| Q1 24 | $1.0B | $2.7B |
负债/权益比FLWSSBH
| Q4 25 | 0.43× | 1.02× | ||
| Q3 25 | 0.59× | 1.09× | ||
| Q2 25 | 0.50× | 1.16× | ||
| Q1 25 | 0.45× | 1.29× | ||
| Q4 24 | 0.32× | 1.43× | ||
| Q3 24 | 0.40× | 1.56× | ||
| Q2 24 | — | 1.69× | ||
| Q1 24 | 0.37× | 1.78× |
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 | $309.9M | $93.2M |
| 自由现金流经营现金流 - 资本支出 | $302.2M | $57.5M |
| 自由现金流率自由现金流/营收 | 43.0% | 6.1% |
| 资本支出强度资本支出/营收 | 1.1% | 3.8% |
| 现金转化率经营现金流/净利润 | 4.39× | 2.05× |
| 过去12个月自由现金流最近4个季度 | $-39.5M | $216.8M |
8季度趋势，按日历期对齐
经营现金流FLWSSBH
| Q4 25 | $309.9M | $93.2M | ||
| Q3 25 | $-139.0M | $120.9M | ||
| Q2 25 | $-27.1M | $69.4M | ||
| Q1 25 | $-150.6M | $51.1M | ||
| Q4 24 | $328.5M | $33.5M | ||
| Q3 24 | $-177.2M | $110.7M | ||
| Q2 24 | — | $47.9M | ||
| Q1 24 | $-112.7M | $36.9M |
自由现金流FLWSSBH
| Q4 25 | $302.2M | $57.5M | ||
| Q3 25 | $-145.6M | $78.0M | ||
| Q2 25 | $-36.1M | $49.1M | ||
| Q1 25 | $-160.0M | $32.2M | ||
| Q4 24 | $317.6M | $13.4M | ||
| Q3 24 | $-189.3M | $73.3M | ||
| Q2 24 | — | $28.7M | ||
| Q1 24 | $-121.4M | $22.8M |
自由现金流率FLWSSBH
| Q4 25 | 43.0% | 6.1% | ||
| Q3 25 | -67.7% | 8.2% | ||
| Q2 25 | -10.7% | 5.3% | ||
| Q1 25 | -48.3% | 3.6% | ||
| Q4 24 | 41.0% | 1.4% | ||
| Q3 24 | -78.2% | 7.8% | ||
| Q2 24 | — | 3.1% | ||
| Q1 24 | -32.0% | 2.5% |
资本支出强度FLWSSBH
| Q4 25 | 1.1% | 3.8% | ||
| Q3 25 | 3.1% | 4.5% | ||
| Q2 25 | 2.7% | 2.2% | ||
| Q1 25 | 2.8% | 2.1% | ||
| Q4 24 | 1.4% | 2.1% | ||
| Q3 24 | 5.0% | 4.0% | ||
| Q2 24 | — | 2.0% | ||
| Q1 24 | 2.3% | 1.6% |
现金转化率FLWSSBH
| Q4 25 | 4.39× | 2.05× | ||
| Q3 25 | — | 2.42× | ||
| Q2 25 | — | 1.52× | ||
| Q1 25 | — | 1.30× | ||
| Q4 24 | 5.11× | 0.55× | ||
| Q3 24 | — | 2.30× | ||
| Q2 24 | — | 1.27× | ||
| Q1 24 | — | 1.26× |
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
FLWS
| Gourmet Foods And Gift Baskets | $499.0M | 71% |
| Ecommerce | $179.5M | 26% |
| Bloom Net | $22.1M | 3% |
| Other | $1.7M | 0% |
SBH
| Sally Beauty Supply | $531.6M | 56% |
| Beauty Systems Group | $411.6M | 44% |
