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FOX FACTORY HOLDING CORP（FOXF）与哈雷戴维森（HOG）财务数据对比。点击上方公司名可切换其他公司
哈雷戴维森的季度营收约是FOX FACTORY HOLDING CORP的1.0倍（$390.5M vs $376.4M）。FOX FACTORY HOLDING CORP净利率更高（-0.2% vs -72.3%，领先72.2%）。FOX FACTORY HOLDING CORP同比增速更快（4.8% vs -9.4%）。哈雷戴维森自由现金流更多（$100.4M vs $-2.5M）。过去两年FOX FACTORY HOLDING CORP的营收复合增速更高（6.4% vs -48.6%）
福克斯工厂控股公司是一家美国企业，旗下最知名的产品为Fox Racing Shox品牌的越野赛车减震悬挂部件，该品牌在越野改装和赛车领域拥有较高知名度，深受越野运动爱好者与专业赛车队伍的认可。
哈雷戴维森是源自美国的摩托车制造商与生活方式品牌，总部位于威斯康星州密尔沃基，创立于1903年。它是大萧条时期幸存下来的两大美国摩托车厂商之一，历经多次股权变动、子公司调整、经营困境与全球竞争，如今已是全球知名的标志性品牌。
FOXF vs HOG — 直观对比
营收规模更大
HOG
是对方的1.0倍
$376.4M
营收增速更快
FOXF
高出14.2%
-9.4%
净利率更高
FOXF
高出72.2%
-72.3%
自由现金流更多
HOG
多$102.9M
$-2.5M
两年增速更快
FOXF
近两年复合增速
-48.6%
损益表 — Q3 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $376.4M | $390.5M |
| 净利润 | $-634.0K | $-282.6M |
| 毛利率 | 30.4% | -7.9% |
| 营业利润率 | 4.0% | -92.4% |
| 净利率 | -0.2% | -72.3% |
| 营收同比 | 4.8% | -9.4% |
| 净利润同比 | -113.3% | -138.6% |
| 每股收益（稀释后） | $-0.02 | $-2.27 |
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FOXFHOG
| Q4 25 | $376.4M | $390.5M | ||
| Q3 25 | $374.9M | $1.1B | ||
| Q2 25 | $355.0M | $1.0B | ||
| Q1 25 | $352.8M | $1.1B | ||
| Q4 24 | — | $430.9M | ||
| Q3 24 | $359.1M | $881.2M | ||
| Q2 24 | $348.5M | $1.4B | ||
| Q1 24 | $333.5M | $1.5B |
净利润FOXFHOG
| Q4 25 | $-634.0K | $-282.6M | ||
| Q3 25 | $2.7M | $377.4M | ||
| Q2 25 | $-259.7M | $107.6M | ||
| Q1 25 | $-141.0K | $133.1M | ||
| Q4 24 | — | $-118.4M | ||
| Q3 24 | $4.8M | $119.0M | ||
| Q2 24 | $5.4M | $218.3M | ||
| Q1 24 | $-3.5M | $234.9M |
毛利率FOXFHOG
| Q4 25 | 30.4% | -7.9% | ||
| Q3 25 | 31.2% | 26.0% | ||
| Q2 25 | 30.9% | 28.5% | ||
| Q1 25 | 28.9% | 28.9% | ||
| Q4 24 | — | -2.0% | ||
| Q3 24 | 29.9% | 29.8% | ||
| Q2 24 | 31.8% | 31.8% | ||
| Q1 24 | 30.9% | 30.9% |
营业利润率FOXFHOG
| Q4 25 | 4.0% | -92.4% | ||
| Q3 25 | 4.9% | 44.0% | ||
| Q2 25 | -70.6% | 10.7% | ||
| Q1 25 | 3.2% | 14.8% | ||
| Q4 24 | — | -44.9% | ||
| Q3 24 | 5.2% | 12.0% | ||
| Q2 24 | 5.3% | 17.8% | ||
| Q1 24 | 2.7% | 17.8% |
净利率FOXFHOG
| Q4 25 | -0.2% | -72.3% | ||
| Q3 25 | 0.7% | 35.0% | ||
| Q2 25 | -73.1% | 10.2% | ||
| Q1 25 | -0.0% | 12.3% | ||
| Q4 24 | — | -27.5% | ||
| Q3 24 | 1.3% | 13.5% | ||
| Q2 24 | 1.6% | 16.1% | ||
| Q1 24 | -1.0% | 15.9% |
每股收益（稀释后）FOXFHOG
| Q4 25 | $-0.02 | $-2.27 | ||
| Q3 25 | $0.07 | $3.10 | ||
| Q2 25 | $-6.23 | $0.88 | ||
| Q1 25 | $0.00 | $1.07 | ||
| Q4 24 | — | $-0.82 | ||
| Q3 24 | $0.11 | $0.91 | ||
| Q2 24 | $0.13 | $1.63 | ||
| Q1 24 | $-0.08 | $1.72 |
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 | — | $3.1B |
| 总债务越低越好 | $536.7M | $2.5B |
| 股东权益账面价值 | $956.0M | $3.1B |
| 总资产 | $2.0B | $8.0B |
| 负债/权益比越低杠杆越低 | 0.56× | 0.79× |
8季度趋势，按日历期对齐
现金及短期投资FOXFHOG
| Q4 25 | — | $3.1B | ||
| Q3 25 | — | $1.8B | ||
| Q2 25 | — | $1.6B | ||
| Q1 25 | $71.7M | $1.9B | ||
| Q4 24 | — | $1.6B | ||
| Q3 24 | — | $2.2B | ||
| Q2 24 | — | $1.8B | ||
| Q1 24 | — | $1.5B |
总债务FOXFHOG
| Q4 25 | $536.7M | $2.5B | ||
| Q3 25 | $541.8M | $4.5B | ||
| Q2 25 | $546.9M | $6.4B | ||
| Q1 25 | $552.1M | $6.8B | ||
| Q4 24 | — | $6.3B | ||
| Q3 24 | $558.4M | $7.3B | ||
| Q2 24 | $564.1M | $7.0B | ||
| Q1 24 | $370.4M | $6.3B |
股东权益FOXFHOG
| Q4 25 | $956.0M | $3.1B | ||
| Q3 25 | $958.7M | $3.6B | ||
| Q2 25 | $939.9M | $3.3B | ||
| Q1 25 | $1.2B | $3.2B | ||
| Q4 24 | — | $3.2B | ||
| Q3 24 | $1.2B | $3.4B | ||
| Q2 24 | $1.2B | $3.4B | ||
| Q1 24 | $1.2B | $3.3B |
总资产FOXFHOG
| Q4 25 | $2.0B | $8.0B | ||
| Q3 25 | $2.0B | $10.6B | ||
| Q2 25 | $1.9B | $12.1B | ||
| Q1 25 | $2.2B | $12.4B | ||
| Q4 24 | — | $11.9B | ||
| Q3 24 | $2.3B | $13.0B | ||
| Q2 24 | $2.3B | $12.8B | ||
| Q1 24 | $2.2B | $12.3B |
负债/权益比FOXFHOG
| Q4 25 | 0.56× | 0.79× | ||
| Q3 25 | 0.57× | 1.25× | ||
| Q2 25 | 0.58× | 1.91× | ||
| Q1 25 | 0.46× | 2.14× | ||
| Q4 24 | — | 2.00× | ||
| Q3 24 | 0.47× | 2.13× | ||
| Q2 24 | 0.47× | 2.03× | ||
| Q1 24 | 0.31× | 1.88× |
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 | $5.3M | $152.0M |
| 自由现金流经营现金流 - 资本支出 | $-2.5M | $100.4M |
| 自由现金流率自由现金流/营收 | -0.7% | 25.7% |
| 资本支出强度资本支出/营收 | 2.1% | 13.2% |
| 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 | $85.4M | $415.2M |
8季度趋势，按日历期对齐
经营现金流FOXFHOG
| Q4 25 | $5.3M | $152.0M | ||
| Q3 25 | $36.8M | $-92.6M | ||
| Q2 25 | $680.0K | $368.0M | ||
| Q1 25 | $81.7M | $141.5M | ||
| Q4 24 | — | $133.2M | ||
| Q3 24 | $14.1M | $353.0M | ||
| Q2 24 | $26.7M | $473.6M | ||
| Q1 24 | $9.4M | $104.0M |
自由现金流FOXFHOG
| Q4 25 | $-2.5M | $100.4M | ||
| Q3 25 | $24.6M | $-129.1M | ||
| Q2 25 | $-6.5M | $332.4M | ||
| Q1 25 | $69.8M | $111.6M | ||
| Q4 24 | — | $77.0M | ||
| Q3 24 | $3.2M | $300.4M | ||
| Q2 24 | $15.4M | $432.2M | ||
| Q1 24 | $-555.0K | $57.6M |
自由现金流率FOXFHOG
| Q4 25 | -0.7% | 25.7% | ||
| Q3 25 | 6.6% | -12.0% | ||
| Q2 25 | -1.8% | 31.7% | ||
| Q1 25 | 19.8% | 10.3% | ||
| Q4 24 | — | 17.9% | ||
| Q3 24 | 0.9% | 34.1% | ||
| Q2 24 | 4.4% | 31.9% | ||
| Q1 24 | -0.2% | 3.9% |
资本支出强度FOXFHOG
| Q4 25 | 2.1% | 13.2% | ||
| Q3 25 | 3.3% | 3.4% | ||
| Q2 25 | 2.0% | 3.4% | ||
| Q1 25 | 3.4% | 2.8% | ||
| Q4 24 | — | 13.0% | ||
| Q3 24 | 3.0% | 6.0% | ||
| Q2 24 | 3.2% | 3.1% | ||
| Q1 24 | 3.0% | 3.1% |
现金转化率FOXFHOG
| Q4 25 | — | — | ||
| Q3 25 | 13.41× | -0.25× | ||
| Q2 25 | — | 3.42× | ||
| Q1 25 | — | 1.06× | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.94× | 2.97× | ||
| Q2 24 | 4.94× | 2.17× | ||
| Q1 24 | — | 0.44× |
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
FOXF
| Specialty Sports Group | $132.7M | 35% |
| Powered Vehicles Group | $125.9M | 33% |
| Aftermarket Applications Group | $117.8M | 31% |
HOG
| Motorcycles | $193.9M | 50% |
| Other Income Financial Services | $59.8M | 15% |
| Apparel | $47.2M | 12% |
| Interest Income Financial Services | $45.8M | 12% |
| Other | $18.0M | 5% |
| Livewire Segment | $11.4M | 3% |
