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FOX FACTORY HOLDING CORP(FOXF)与Stitch Fix, Inc.(SFIX)财务数据对比。点击上方公司名可切换其他公司
FOX FACTORY HOLDING CORP的季度营收约是Stitch Fix, Inc.的1.1倍($361.1M vs $342.1M),Stitch Fix, Inc.同比增速更快(7.3% vs 2.3%),过去两年FOX FACTORY HOLDING CORP的营收复合增速更高(1.8% vs 1.8%)
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。
Stitch Fix是美国的在线个人造型服务平台,依托推荐算法与数据科学技术,根据顾客的身形尺寸、预算和风格偏好推送个性化服饰单品。该公司创立于2011年,2017年完成首次公开募股,目前总部位于旧金山。
FOXF vs SFIX — 直观对比
营收规模更大
FOXF
是对方的1.1倍
$342.1M
营收增速更快
SFIX
高出5.0%
2.3%
两年增速更快
FOXF
近两年复合增速
1.8%
损益表 — Q4 FY2027 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $361.1M | $342.1M |
| 净利润 | — | $-6.4M |
| 毛利率 | 28.3% | 43.6% |
| 营业利润率 | -13.0% | -2.5% |
| 净利率 | — | -1.9% |
| 营收同比 | 2.3% | 7.3% |
| 净利润同比 | — | -1.7% |
| 每股收益(稀释后) | $-6.86 | $-0.05 |
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
FOXF
SFIX
| Q4 26 | $361.1M | — | ||
| Q1 26 | $368.7M | — | ||
| Q4 25 | $376.4M | $342.1M | ||
| Q3 25 | $374.9M | $311.2M | ||
| Q2 25 | $355.0M | $325.0M | ||
| Q1 25 | $352.8M | $312.1M | ||
| Q4 24 | — | $318.8M | ||
| Q3 24 | $359.1M | $319.6M |
净利润
FOXF
SFIX
| Q4 26 | — | — | ||
| Q1 26 | $-15.0M | — | ||
| Q4 25 | $-634.0K | $-6.4M | ||
| Q3 25 | $2.7M | $-8.6M | ||
| Q2 25 | $-259.7M | $-7.4M | ||
| Q1 25 | $-141.0K | $-6.5M | ||
| Q4 24 | — | $-6.3M | ||
| Q3 24 | $4.8M | $-36.5M |
毛利率
FOXF
SFIX
| Q4 26 | 28.3% | — | ||
| Q1 26 | 28.9% | — | ||
| Q4 25 | 30.4% | 43.6% | ||
| Q3 25 | 31.2% | 43.6% | ||
| Q2 25 | 30.9% | 44.2% | ||
| Q1 25 | 28.9% | 44.5% | ||
| Q4 24 | — | 45.4% | ||
| Q3 24 | 29.9% | 44.6% |
营业利润率
FOXF
SFIX
| Q4 26 | -13.0% | — | ||
| Q1 26 | 72.8% | — | ||
| Q4 25 | 4.0% | -2.5% | ||
| Q3 25 | 4.9% | -3.6% | ||
| Q2 25 | -70.6% | -3.0% | ||
| Q1 25 | 3.2% | -2.9% | ||
| Q4 24 | — | -2.8% | ||
| Q3 24 | 5.2% | -13.1% |
净利率
FOXF
SFIX
| Q4 26 | — | — | ||
| Q1 26 | -4.1% | — | ||
| Q4 25 | -0.2% | -1.9% | ||
| Q3 25 | 0.7% | -2.8% | ||
| Q2 25 | -73.1% | -2.3% | ||
| Q1 25 | -0.0% | -2.1% | ||
| Q4 24 | — | -2.0% | ||
| Q3 24 | 1.3% | -11.4% |
每股收益(稀释后)
FOXF
SFIX
| Q4 26 | $-6.86 | — | ||
| Q1 26 | $-0.36 | — | ||
| Q4 25 | $-0.02 | $-0.05 | ||
| Q3 25 | $0.07 | $-0.06 | ||
| Q2 25 | $-6.23 | $-0.06 | ||
| Q1 25 | $0.00 | $-0.05 | ||
| Q4 24 | — | $-0.05 | ||
| Q3 24 | $0.11 | $-0.29 |
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 | $58.0M | $244.2M |
| 总债务越低越好 | $26.9M | — |
| 股东权益账面价值 | $670.2M | $204.1M |
| 总资产 | $1.7B | $530.7M |
| 负债/权益比越低杠杆越低 | 0.04× | — |
8季度趋势,按日历期对齐
现金及短期投资
FOXF
SFIX
| Q4 26 | $58.0M | — | ||
| Q1 26 | $53.9M | — | ||
| Q4 25 | — | $244.2M | ||
| Q3 25 | — | $234.9M | ||
| Q2 25 | — | $234.2M | ||
| Q1 25 | $71.7M | $219.1M | ||
| Q4 24 | — | $253.3M | ||
| Q3 24 | — | $247.0M |
总债务
FOXF
SFIX
| Q4 26 | $26.9M | — | ||
| Q1 26 | $26.9M | — | ||
| Q4 25 | $536.7M | — | ||
| Q3 25 | $541.8M | — | ||
| Q2 25 | $546.9M | — | ||
| Q1 25 | $552.1M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $558.4M | — |
股东权益
FOXF
SFIX
| Q4 26 | $670.2M | — | ||
| Q1 26 | $658.8M | — | ||
| Q4 25 | $956.0M | $204.1M | ||
| Q3 25 | $958.7M | $203.0M | ||
| Q2 25 | $939.9M | $200.4M | ||
| Q1 25 | $1.2B | $197.8M | ||
| Q4 24 | — | $190.5M | ||
| Q3 24 | $1.2B | $187.0M |
总资产
FOXF
SFIX
| Q4 26 | $1.7B | — | ||
| Q1 26 | $1.7B | — | ||
| Q4 25 | $2.0B | $530.7M | ||
| Q3 25 | $2.0B | $480.6M | ||
| Q2 25 | $1.9B | $484.7M | ||
| Q1 25 | $2.2B | $472.6M | ||
| Q4 24 | — | $507.1M | ||
| Q3 24 | $2.3B | $486.9M |
负债/权益比
FOXF
SFIX
| Q4 26 | 0.04× | — | ||
| Q1 26 | 0.04× | — | ||
| Q4 25 | 0.56× | — | ||
| Q3 25 | 0.57× | — | ||
| Q2 25 | 0.58× | — | ||
| Q1 25 | 0.46× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.47× | — |
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 | $10.9M |
| 自由现金流经营现金流 - 资本支出 | — | $5.6M |
| 自由现金流率自由现金流/营收 | — | 1.6% |
| 资本支出强度资本支出/营收 | — | 1.6% |
| 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 | — | $4.9M |
8季度趋势,按日历期对齐
经营现金流
FOXF
SFIX
| Q4 26 | $60.9M | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $5.3M | $10.9M | ||
| Q3 25 | $36.8M | $7.0M | ||
| Q2 25 | $680.0K | $20.5M | ||
| Q1 25 | $81.7M | $-16.2M | ||
| Q4 24 | — | $14.3M | ||
| Q3 24 | $14.1M | $8.2M |
自由现金流
FOXF
SFIX
| Q4 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $-2.5M | $5.6M | ||
| Q3 25 | $24.6M | $2.8M | ||
| Q2 25 | $-6.5M | $16.0M | ||
| Q1 25 | $69.8M | $-19.4M | ||
| Q4 24 | — | $9.9M | ||
| Q3 24 | $3.2M | $4.5M |
自由现金流率
FOXF
SFIX
| Q4 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | -0.7% | 1.6% | ||
| Q3 25 | 6.6% | 0.9% | ||
| Q2 25 | -1.8% | 4.9% | ||
| Q1 25 | 19.8% | -6.2% | ||
| Q4 24 | — | 3.1% | ||
| Q3 24 | 0.9% | 1.4% |
资本支出强度
FOXF
SFIX
| Q4 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 2.1% | 1.6% | ||
| Q3 25 | 3.3% | 1.4% | ||
| Q2 25 | 2.0% | 1.4% | ||
| Q1 25 | 3.4% | 1.0% | ||
| Q4 24 | — | 1.4% | ||
| Q3 24 | 3.0% | 1.2% |
现金转化率
FOXF
SFIX
| Q4 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 13.41× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.94× | — |
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
| Aftermarket Applications Group | $126.2M | 35% |
| Specialty Sports Group | $118.2M | 33% |
| Powered Vehicles Group | $116.7M | 32% |
SFIX
暂无分部数据