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Fidelity National Financial, Inc.（FNF）与Childrens Place, Inc.（PLCE）财务数据对比。点击上方公司名可切换其他公司
Fidelity National Financial, Inc.的季度营收约是Childrens Place, Inc.的1.6倍（$544.0M vs $339.5M），Childrens Place, Inc.净利率更高（-1.3% vs -21.5%，领先20.2%），Fidelity National Financial, Inc.同比增速更快（10.3% vs -13.0%），过去两年Fidelity National Financial, Inc.的营收复合增速更高（13.7% vs -13.6%）
富达国民金融是美国财富500强企业，主要面向房地产与抵押贷款行业提供产权保险及交割服务，2019年其产权及房地产业务相关年度营收约为84.69亿美元，是全球领先的产权保险服务供应商。
Children’s Place是专业儿童服饰零售商，产品主要以旗下自有品牌发售，涵盖Gymboree、Sugar & Jade、PJ Place、Crazy 8等。目前该品牌在美国、加拿大、波多黎各共开设约525家门店，同时通过两个线上渠道以及15个国家的5家加盟合作伙伴开展销售，产品涵盖上衣、裙装、鞋履、裤装、睡衣、背包等全品类儿童服饰配件。
FNF vs PLCE — 直观对比
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $544.0M | $339.5M |
| 净利润 | $-117.0M | $-4.3M |
| 毛利率 | — | 33.1% |
| 营业利润率 | 82.9% | 1.1% |
| 净利率 | -21.5% | -1.3% |
| 营收同比 | 10.3% | -13.0% |
| 净利润同比 | -126.0% | -121.5% |
| 每股收益（稀释后） | $-0.44 | $-0.19 |
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
| Q4 25 | $544.0M | $339.5M | ||
| Q3 25 | $553.0M | $298.0M | ||
| Q2 25 | $547.0M | $242.1M | ||
| Q1 25 | $455.0M | $408.6M | ||
| Q4 24 | $493.0M | $390.2M | ||
| Q3 24 | $506.0M | $319.7M | ||
| Q2 24 | $504.0M | $267.9M | ||
| Q1 24 | $421.0M | $455.0M |
| Q4 25 | $-117.0M | $-4.3M | ||
| Q3 25 | $358.0M | $-5.4M | ||
| Q2 25 | $278.0M | $-34.0M | ||
| Q1 25 | $83.0M | $-8.0M | ||
| Q4 24 | $450.0M | $20.1M | ||
| Q3 24 | $266.0M | $-32.1M | ||
| Q2 24 | $306.0M | $-37.8M | ||
| Q1 24 | $248.0M | $-128.8M |
| Q4 25 | — | 33.1% | ||
| Q3 25 | — | 34.0% | ||
| Q2 25 | — | 29.2% | ||
| Q1 25 | — | 28.5% | ||
| Q4 24 | — | 35.5% | ||
| Q3 24 | — | 35.0% | ||
| Q2 24 | — | 34.6% | ||
| Q1 24 | — | 21.8% |
| Q4 25 | 82.9% | 1.1% | ||
| Q3 25 | 81.9% | 1.4% | ||
| Q2 25 | 69.8% | -10.0% | ||
| Q1 25 | 24.4% | 1.7% | ||
| Q4 24 | — | 7.5% | ||
| Q3 24 | 61.9% | -6.8% | ||
| Q2 24 | 90.9% | -10.4% | ||
| Q1 24 | 78.6% | -13.6% |
| Q4 25 | -21.5% | -1.3% | ||
| Q3 25 | 64.7% | -1.8% | ||
| Q2 25 | 50.8% | -14.1% | ||
| Q1 25 | 18.2% | -2.0% | ||
| Q4 24 | 91.3% | 5.1% | ||
| Q3 24 | 52.6% | -10.0% | ||
| Q2 24 | 60.7% | -14.1% | ||
| Q1 24 | 58.9% | -28.3% |
| Q4 25 | $-0.44 | $-0.19 | ||
| Q3 25 | $1.33 | $-0.24 | ||
| Q2 25 | $1.02 | $-1.57 | ||
| Q1 25 | $0.30 | $-0.60 | ||
| Q4 24 | $1.65 | $1.57 | ||
| Q3 24 | $0.97 | $-2.51 | ||
| Q2 24 | $1.12 | $-2.98 | ||
| Q1 24 | $0.91 | $-10.24 |
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 | $2.6B | $7.3M |
| 总债务越低越好 | $4.4B | $107.4M |
| 股东权益账面价值 | $7.4B | $-8.6M |
| 总资产 | $109.0B | $762.5M |
| 负债/权益比越低杠杆越低 | 0.59× | — |
8季度趋势，按日历期对齐
| Q4 25 | $2.6B | $7.3M | ||
| Q3 25 | $3.5B | $7.8M | ||
| Q2 25 | $3.3B | $5.7M | ||
| Q1 25 | $4.5B | $5.3M | ||
| Q4 24 | $3.5B | $5.7M | ||
| Q3 24 | $5.0B | $9.6M | ||
| Q2 24 | $4.9B | $13.0M | ||
| Q1 24 | $3.5B | $13.6M |
| Q4 25 | $4.4B | $107.4M | ||
| Q3 25 | $4.4B | $107.2M | ||
| Q2 25 | $4.4B | $107.0M | ||
| Q1 25 | $4.4B | $166.0M | ||
| Q4 24 | $4.3B | $165.7M | ||
| Q3 24 | $4.2B | $165.4M | ||
| Q2 24 | $4.2B | $166.6M | ||
| Q1 24 | $3.9B | $49.8M |
| Q4 25 | $7.4B | $-8.6M | ||
| Q3 25 | $8.4B | $-4.9M | ||
| Q2 25 | $7.9B | $1.4M | ||
| Q1 25 | $7.9B | $-59.4M | ||
| Q4 24 | $7.8B | $-49.6M | ||
| Q3 24 | $8.1B | $-68.9M | ||
| Q2 24 | $7.3B | $-34.9M | ||
| Q1 24 | $7.1B | $-9.0M |
| Q4 25 | $109.0B | $762.5M | ||
| Q3 25 | $106.6B | $805.1M | ||
| Q2 25 | $102.3B | $779.6M | ||
| Q1 25 | $98.2B | $747.6M | ||
| Q4 24 | $95.4B | $888.8M | ||
| Q3 24 | $94.7B | $921.4M | ||
| Q2 24 | $88.8B | $848.3M | ||
| Q1 24 | $84.5B | $800.3M |
| Q4 25 | 0.59× | — | ||
| Q3 25 | 0.53× | — | ||
| Q2 25 | 0.56× | 75.63× | ||
| Q1 25 | 0.56× | — | ||
| Q4 24 | 0.56× | — | ||
| Q3 24 | 0.52× | — | ||
| Q2 24 | 0.58× | — | ||
| Q1 24 | 0.55× | — |
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 | $1.5B | $6.2M |
| 自由现金流经营现金流 - 资本支出 | — | $-3.4M |
| 自由现金流率自由现金流/营收 | — | -1.0% |
| 资本支出强度资本支出/营收 | — | 2.8% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $39.5M |
8季度趋势，按日历期对齐
| Q4 25 | $1.5B | $6.2M | ||
| Q3 25 | $1.3B | $-30.5M | ||
| Q2 25 | $1.9B | $-43.0M | ||
| Q1 25 | $1.1B | $121.3M | ||
| Q4 24 | $1.5B | $-44.2M | ||
| Q3 24 | $2.4B | $-83.9M | ||
| Q2 24 | $1.4B | $-110.8M | ||
| Q1 24 | $1.6B | $135.4M |
| Q4 25 | — | $-3.4M | ||
| Q3 25 | — | $-31.9M | ||
| Q2 25 | — | $-46.4M | ||
| Q1 25 | — | $121.2M | ||
| Q4 24 | — | $-47.7M | ||
| Q3 24 | — | $-91.7M | ||
| Q2 24 | — | $-115.5M | ||
| Q1 24 | — | $132.2M |
| Q4 25 | — | -1.0% | ||
| Q3 25 | — | -10.7% | ||
| Q2 25 | — | -19.2% | ||
| Q1 25 | — | 29.7% | ||
| Q4 24 | — | -12.2% | ||
| Q3 24 | — | -28.7% | ||
| Q2 24 | — | -43.1% | ||
| Q1 24 | — | 29.1% |
| Q4 25 | — | 2.8% | ||
| Q3 25 | — | 0.5% | ||
| Q2 25 | — | 1.4% | ||
| Q1 25 | — | 0.0% | ||
| Q4 24 | — | 0.9% | ||
| Q3 24 | — | 2.4% | ||
| Q2 24 | — | 1.8% | ||
| Q1 24 | — | 0.7% |
| Q4 25 | — | — | ||
| Q3 25 | 3.66× | — | ||
| Q2 25 | 6.82× | — | ||
| Q1 25 | 13.43× | — | ||
| Q4 24 | 3.32× | -2.20× | ||
| Q3 24 | 8.89× | — | ||
| Q2 24 | 4.45× | — | ||
| Q1 24 | 6.42× | — |
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
FNF
| Escrow Fees | $241.0M | 44% |
| Other Title Related Fees And Income | $182.0M | 33% |
| Service Link Excluding Title Premiums Escrow Fees And Subservicing Fees | $87.0M | 16% |
| Insurance Contracts Home Warranty | $31.0M | 6% |
PLCE
| The Childrens Place US | $307.4M | 91% |
| The Childrens Place International | $32.1M | 9% |
| Gift Cards | $1.7M | 1% |
