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FIRST INDUSTRIAL REALTY TRUST INC（FR）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
Stitch Fix, Inc.的季度营收约是FIRST INDUSTRIAL REALTY TRUST INC的1.8倍（$342.1M vs $194.8M），FIRST INDUSTRIAL REALTY TRUST INC净利率更高（75.9% vs -1.9%，领先77.8%），FIRST INDUSTRIAL REALTY TRUST INC同比增速更快（10.0% vs 7.3%），过去两年FIRST INDUSTRIAL REALTY TRUST INC的营收复合增速更高（8.9% vs 1.8%）
该企业是一家房地产投资信托机构，主要投资华盛顿大都会区郊区的工业地产与商务园区类资产，拥有成熟的不动产投资运营经验，于2017年被政府物业收入信托正式收购。
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。
FR vs SFIX — 直观对比
营收规模更大
SFIX
是对方的1.8倍
$194.8M
营收增速更快
FR
高出2.7%
7.3%
净利率更高
FR
高出77.8%
-1.9%
两年增速更快
FR
近两年复合增速
1.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $194.8M | $342.1M |
| 净利润 | $147.9M | $-6.4M |
| 毛利率 | — | 43.6% |
| 营业利润率 | — | -2.5% |
| 净利率 | 75.9% | -1.9% |
| 营收同比 | 10.0% | 7.3% |
| 净利润同比 | 179.7% | -1.7% |
| 每股收益（稀释后） | $1.08 | $-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FRSFIX
| Q1 26 | $194.8M | — | ||
| Q4 25 | $188.4M | $342.1M | ||
| Q3 25 | $181.4M | $311.2M | ||
| Q2 25 | $180.2M | $325.0M | ||
| Q1 25 | $177.1M | $312.1M | ||
| Q4 24 | $175.6M | $318.8M | ||
| Q3 24 | $167.6M | $319.6M | ||
| Q2 24 | $164.1M | $322.7M |
净利润FRSFIX
| Q1 26 | $147.9M | — | ||
| Q4 25 | $78.8M | $-6.4M | ||
| Q3 25 | $65.3M | $-8.6M | ||
| Q2 25 | $55.2M | $-7.4M | ||
| Q1 25 | $48.1M | $-6.5M | ||
| Q4 24 | $68.4M | $-6.3M | ||
| Q3 24 | $99.4M | $-36.5M | ||
| Q2 24 | $51.3M | $-21.3M |
毛利率FRSFIX
| Q1 26 | — | — | ||
| Q4 25 | — | 43.6% | ||
| Q3 25 | — | 43.6% | ||
| Q2 25 | — | 44.2% | ||
| Q1 25 | — | 44.5% | ||
| Q4 24 | — | 45.4% | ||
| Q3 24 | — | 44.6% | ||
| Q2 24 | — | 45.5% |
营业利润率FRSFIX
| Q1 26 | — | — | ||
| Q4 25 | 34.6% | -2.5% | ||
| Q3 25 | 37.0% | -3.6% | ||
| Q2 25 | 31.7% | -3.0% | ||
| Q1 25 | 31.2% | -2.9% | ||
| Q4 24 | 40.1% | -2.8% | ||
| Q3 24 | 62.6% | -13.1% | ||
| Q2 24 | 31.8% | -7.7% |
净利率FRSFIX
| Q1 26 | 75.9% | — | ||
| Q4 25 | 41.8% | -1.9% | ||
| Q3 25 | 36.0% | -2.8% | ||
| Q2 25 | 30.6% | -2.3% | ||
| Q1 25 | 27.2% | -2.1% | ||
| Q4 24 | 39.0% | -2.0% | ||
| Q3 24 | 59.3% | -11.4% | ||
| Q2 24 | 31.3% | -6.6% |
每股收益（稀释后）FRSFIX
| Q1 26 | $1.08 | — | ||
| Q4 25 | $0.60 | $-0.05 | ||
| Q3 25 | $0.49 | $-0.06 | ||
| Q2 25 | $0.42 | $-0.06 | ||
| Q1 25 | $0.36 | $-0.05 | ||
| Q4 24 | $0.51 | $-0.05 | ||
| Q3 24 | $0.75 | $-0.29 | ||
| Q2 24 | $0.39 | $-0.18 |
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 | — | $244.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.9B | $204.1M |
| 总资产 | $5.8B | $530.7M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资FRSFIX
| Q1 26 | — | — | ||
| Q4 25 | $78.0M | $244.2M | ||
| Q3 25 | $33.5M | $234.9M | ||
| Q2 25 | $34.9M | $234.2M | ||
| Q1 25 | $35.7M | $219.1M | ||
| Q4 24 | $44.5M | $253.3M | ||
| Q3 24 | $47.1M | $247.0M | ||
| Q2 24 | $38.5M | $244.5M |
股东权益FRSFIX
| Q1 26 | $2.9B | — | ||
| Q4 25 | $2.7B | $204.1M | ||
| Q3 25 | $2.7B | $203.0M | ||
| Q2 25 | $2.6B | $200.4M | ||
| Q1 25 | $2.7B | $197.8M | ||
| Q4 24 | $2.7B | $190.5M | ||
| Q3 24 | $2.6B | $187.0M | ||
| Q2 24 | $2.6B | $208.9M |
总资产FRSFIX
| Q1 26 | $5.8B | — | ||
| Q4 25 | $5.7B | $530.7M | ||
| Q3 25 | $5.5B | $480.6M | ||
| Q2 25 | $5.5B | $484.7M | ||
| Q1 25 | $5.4B | $472.6M | ||
| Q4 24 | $5.3B | $507.1M | ||
| Q3 24 | $5.2B | $486.9M | ||
| Q2 24 | $5.2B | $537.0M |
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 | — | $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FRSFIX
| Q1 26 | — | — | ||
| Q4 25 | $461.3M | $10.9M | ||
| Q3 25 | $124.6M | $7.0M | ||
| Q2 25 | $126.1M | $20.5M | ||
| Q1 25 | $88.6M | $-16.2M | ||
| Q4 24 | $352.5M | $14.3M | ||
| Q3 24 | $105.5M | $8.2M | ||
| Q2 24 | $107.7M | $21.7M |
自由现金流FRSFIX
| Q1 26 | — | — | ||
| Q4 25 | — | $5.6M | ||
| Q3 25 | — | $2.8M | ||
| Q2 25 | — | $16.0M | ||
| Q1 25 | — | $-19.4M | ||
| Q4 24 | — | $9.9M | ||
| Q3 24 | — | $4.5M | ||
| Q2 24 | — | $18.9M |
自由现金流率FRSFIX
| Q1 26 | — | — | ||
| Q4 25 | — | 1.6% | ||
| Q3 25 | — | 0.9% | ||
| Q2 25 | — | 4.9% | ||
| Q1 25 | — | -6.2% | ||
| Q4 24 | — | 3.1% | ||
| Q3 24 | — | 1.4% | ||
| Q2 24 | — | 5.9% |
资本支出强度FRSFIX
| Q1 26 | — | — | ||
| Q4 25 | — | 1.6% | ||
| Q3 25 | — | 1.4% | ||
| Q2 25 | — | 1.4% | ||
| Q1 25 | — | 1.0% | ||
| Q4 24 | — | 1.4% | ||
| Q3 24 | — | 1.2% | ||
| Q2 24 | — | 0.9% |
现金转化率FRSFIX
| Q1 26 | — | — | ||
| Q4 25 | 5.85× | — | ||
| Q3 25 | 1.91× | — | ||
| Q2 25 | 2.28× | — | ||
| Q1 25 | 1.84× | — | ||
| Q4 24 | 5.15× | — | ||
| Q3 24 | 1.06× | — | ||
| Q2 24 | 2.10× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
