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化石集团（FOSL）与摩凡陀集团（MOV）财务数据对比。点击上方公司名可切换其他公司
化石集团的季度营收约是摩凡陀集团的1.5倍（$270.2M vs $186.1M）。摩凡陀集团净利率更高（5.1% vs -14.8%，领先20.0%）。摩凡陀集团同比增速更快（1.9% vs -21.1%）。摩凡陀集团自由现金流更多（$11.6M vs $-22.5M）。过去两年摩凡陀集团的营收复合增速更高（2.9% vs -11.4%）
化石集团是1984年成立的美国时尚设计制造企业，总部位于得克萨斯州理查森。集团旗下拥有Fossil、Relic、Michele Watch、Skagen、Zodiac Watches等多个品牌，同时也为宝马、彪马、阿玛尼、迈克高仕、DKNY等多个知名品牌代工生产授权配饰。
摩凡陀集团是源自瑞士的美国奢侈钟表品牌，创始于1881年，品牌名取自世界语，原意为“律动”。摩凡陀腕表以12点钟位置标志性的金属圆点设计与极简风格著称，其中博物馆腕表更是品牌最广为人知的经典代表作。
FOSL vs MOV — 直观对比
营收规模更大
FOSL
是对方的1.5倍
$186.1M
营收增速更快
MOV
高出22.9%
-21.1%
净利率更高
MOV
高出20.0%
-14.8%
自由现金流更多
MOV
多$34.1M
$-22.5M
两年增速更快
MOV
近两年复合增速
-11.4%
损益表 — Q4 2025 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $270.2M | $186.1M |
| 净利润 | $-40.0M | $9.6M |
| 毛利率 | 49.0% | 54.3% |
| 营业利润率 | -8.0% | 6.3% |
| 净利率 | -14.8% | 5.1% |
| 营收同比 | -21.1% | 1.9% |
| 净利润同比 | -257.8% | 89.8% |
| 每股收益（稀释后） | $-0.76 | $0.42 |
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FOSLMOV
| Q4 25 | $270.2M | $186.1M | ||
| Q3 25 | $220.4M | $161.8M | ||
| Q2 25 | $233.3M | $131.8M | ||
| Q1 25 | — | $181.5M | ||
| Q4 24 | $342.3M | $180.5M | ||
| Q3 24 | $287.8M | $157.0M | ||
| Q2 24 | $260.0M | $134.4M | ||
| Q1 24 | $254.9M | $175.8M |
净利润FOSLMOV
| Q4 25 | $-40.0M | $9.6M | ||
| Q3 25 | $-2.1M | $3.0M | ||
| Q2 25 | $-17.9M | $1.4M | ||
| Q1 25 | — | $8.1M | ||
| Q4 24 | $-11.2M | $4.8M | ||
| Q3 24 | $-31.9M | $3.5M | ||
| Q2 24 | $-38.8M | $2.0M | ||
| Q1 24 | $-24.3M | $9.8M |
毛利率FOSLMOV
| Q4 25 | 49.0% | 54.3% | ||
| Q3 25 | 57.5% | 54.1% | ||
| Q2 25 | 61.3% | 54.1% | ||
| Q1 25 | — | 54.2% | ||
| Q4 24 | 53.9% | 53.5% | ||
| Q3 24 | 49.4% | 54.3% | ||
| Q2 24 | 52.6% | 54.3% | ||
| Q1 24 | 52.4% | 53.5% |
营业利润率FOSLMOV
| Q4 25 | -8.0% | 6.3% | ||
| Q3 25 | 3.9% | 2.5% | ||
| Q2 25 | -2.9% | 0.2% | ||
| Q1 25 | — | 5.1% | ||
| Q4 24 | -4.8% | 3.3% | ||
| Q3 24 | -8.5% | 1.7% | ||
| Q2 24 | -13.1% | 1.6% | ||
| Q1 24 | -11.5% | 6.1% |
净利率FOSLMOV
| Q4 25 | -14.8% | 5.1% | ||
| Q3 25 | -1.0% | 1.8% | ||
| Q2 25 | -7.7% | 1.1% | ||
| Q1 25 | — | 4.4% | ||
| Q4 24 | -3.3% | 2.7% | ||
| Q3 24 | -11.1% | 2.2% | ||
| Q2 24 | -14.9% | 1.5% | ||
| Q1 24 | -9.5% | 5.6% |
每股收益（稀释后）FOSLMOV
| Q4 25 | $-0.76 | $0.42 | ||
| Q3 25 | $-0.04 | $0.13 | ||
| Q2 25 | $-0.33 | $0.06 | ||
| Q1 25 | — | $0.36 | ||
| Q4 24 | $-0.15 | $0.21 | ||
| Q3 24 | $-0.60 | $0.15 | ||
| Q2 24 | $-0.73 | $0.09 | ||
| Q1 24 | $-0.46 | $0.44 |
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 | $79.2M | $183.9M |
| 总债务越低越好 | $169.1M | — |
| 股东权益账面价值 | $112.6M | $497.5M |
| 总资产 | $701.0M | $751.9M |
| 负债/权益比越低杠杆越低 | 1.50× | — |
8季度趋势，按日历期对齐
现金及短期投资FOSLMOV
| Q4 25 | $79.2M | $183.9M | ||
| Q3 25 | $109.9M | $180.5M | ||
| Q2 25 | $78.3M | $203.1M | ||
| Q1 25 | — | $208.5M | ||
| Q4 24 | $123.6M | $181.5M | ||
| Q3 24 | $106.3M | $198.3M | ||
| Q2 24 | $104.9M | $225.4M | ||
| Q1 24 | $112.9M | $262.1M |
总债务FOSLMOV
| Q4 25 | $169.1M | — | ||
| Q3 25 | $165.6M | — | ||
| Q2 25 | $167.2M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $162.7M | — | ||
| Q3 24 | $173.4M | — | ||
| Q2 24 | $156.5M | — | ||
| Q1 24 | $202.9M | — |
股东权益FOSLMOV
| Q4 25 | $112.6M | $497.5M | ||
| Q3 25 | $150.3M | $489.9M | ||
| Q2 25 | $140.6M | $493.2M | ||
| Q1 25 | — | $481.3M | ||
| Q4 24 | $148.7M | $491.3M | ||
| Q3 24 | $164.4M | $492.0M | ||
| Q2 24 | $189.6M | $489.6M | ||
| Q1 24 | $229.1M | $505.9M |
总资产FOSLMOV
| Q4 25 | $701.0M | $751.9M | ||
| Q3 25 | $704.5M | $748.7M | ||
| Q2 25 | $686.0M | $747.2M | ||
| Q1 25 | — | $729.2M | ||
| Q4 24 | $763.6M | $747.2M | ||
| Q3 24 | $812.4M | $742.5M | ||
| Q2 24 | $785.7M | $736.0M | ||
| Q1 24 | $891.0M | $756.5M |
负债/权益比FOSLMOV
| Q4 25 | 1.50× | — | ||
| Q3 25 | 1.10× | — | ||
| Q2 25 | 1.19× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.09× | — | ||
| Q3 24 | 1.06× | — | ||
| Q2 24 | 0.83× | — | ||
| Q1 24 | 0.89× | — |
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 | $-22.2M | $12.3M |
| 自由现金流经营现金流 - 资本支出 | $-22.5M | $11.6M |
| 自由现金流率自由现金流/营收 | -8.3% | 6.2% |
| 资本支出强度资本支出/营收 | 0.1% | 0.4% |
| 现金转化率经营现金流/净利润 | — | 1.28× |
| 过去12个月自由现金流最近4个季度 | $-46.0M | $35.3M |
8季度趋势，按日历期对齐
经营现金流FOSLMOV
| Q4 25 | $-22.2M | $12.3M | ||
| Q3 25 | $9.4M | $-3.8M | ||
| Q2 25 | $-60.4M | $-7.2M | ||
| Q1 25 | — | $39.1M | ||
| Q4 24 | $30.5M | $-4.7M | ||
| Q3 24 | $-22.8M | $-17.8M | ||
| Q2 24 | $38.4M | $-18.1M | ||
| Q1 24 | $622.0K | $69.4M |
自由现金流FOSLMOV
| Q4 25 | $-22.5M | $11.6M | ||
| Q3 25 | $8.6M | $-5.1M | ||
| Q2 25 | $-60.6M | $-8.7M | ||
| Q1 25 | — | $37.5M | ||
| Q4 24 | $28.5M | $-7.2M | ||
| Q3 24 | $-24.1M | $-20.1M | ||
| Q2 24 | $36.6M | $-19.7M | ||
| Q1 24 | $-1.1M | $67.8M |
自由现金流率FOSLMOV
| Q4 25 | -8.3% | 6.2% | ||
| Q3 25 | 3.9% | -3.1% | ||
| Q2 25 | -26.0% | -6.6% | ||
| Q1 25 | — | 20.7% | ||
| Q4 24 | 8.3% | -4.0% | ||
| Q3 24 | -8.4% | -12.8% | ||
| Q2 24 | 14.1% | -14.7% | ||
| Q1 24 | -0.4% | 38.6% |
资本支出强度FOSLMOV
| Q4 25 | 0.1% | 0.4% | ||
| Q3 25 | 0.4% | 0.8% | ||
| Q2 25 | 0.1% | 1.2% | ||
| Q1 25 | — | 0.9% | ||
| Q4 24 | 0.6% | 1.4% | ||
| Q3 24 | 0.4% | 1.5% | ||
| Q2 24 | 0.7% | 1.2% | ||
| Q1 24 | 0.7% | 0.9% |
现金转化率FOSLMOV
| Q4 25 | — | 1.28× | ||
| Q3 25 | — | -1.27× | ||
| Q2 25 | — | -5.08× | ||
| Q1 25 | — | 4.86× | ||
| Q4 24 | — | -0.98× | ||
| Q3 24 | — | -5.14× | ||
| Q2 24 | — | -8.97× | ||
| Q1 24 | — | 7.06× |
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
FOSL
| Transferred At Point In Time | $109.7M | 41% |
| Traditional Watches | $91.3M | 34% |
| Other | $50.8M | 19% |
| Leathers | $9.5M | 4% |
| Jewelry | $4.0M | 1% |
| Smartwatches | $3.3M | 1% |
| Products Other | $1.6M | 1% |
MOV
| Other | $81.4M | 44% |
| Owned Brands Category | $46.0M | 25% |
| Sales Channel Directly To Consumer | $35.3M | 19% |
| Company Stores | $23.4M | 13% |
