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G III APPAREL GROUP LTD（GIII）与Atlassian Corp（TEAM）财务数据对比。点击上方公司名可切换其他公司
Atlassian Corp的季度营收约是G III APPAREL GROUP LTD的1.6倍（$1.6B vs $988.6M），G III APPAREL GROUP LTD净利率更高（8.2% vs -2.7%，领先10.8%），Atlassian Corp同比增速更快（23.3% vs -9.0%），Atlassian Corp自由现金流更多（$168.5M vs $-106.4M）
GIII服装集团是一家国际时尚企业，设计、生产及销售服装、鞋履、配饰等产品，拥有多个知名自有及授权品牌，覆盖休闲、运动、轻奢等多个品类，主要销往北美、欧洲等全球市场，合作客户包括百货商场、专业零售商及电商平台。
Dragoneer投资集团是总部位于美国加利福尼亚州旧金山的专业投资机构，专注于全球科技领域的投资布局，业务覆盖公开股票市场与私募股权市场，在全球科技投资赛道拥有丰富的运作经验和行业资源。
GIII vs TEAM — 直观对比
营收规模更大
TEAM
是对方的1.6倍
$988.6M
营收增速更快
TEAM
高出32.3%
-9.0%
净利率更高
GIII
高出10.8%
-2.7%
自由现金流更多
TEAM
多$275.0M
$-106.4M
损益表 — Q3 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $988.6M | $1.6B |
| 净利润 | $80.6M | $-42.6M |
| 毛利率 | 38.6% | 85.0% |
| 营业利润率 | 11.4% | -3.0% |
| 净利率 | 8.2% | -2.7% |
| 营收同比 | -9.0% | 23.3% |
| 净利润同比 | -29.8% | -11.6% |
| 每股收益（稀释后） | $1.84 | $-0.16 |
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GIIITEAM
| Q4 25 | $988.6M | $1.6B | ||
| Q3 25 | $613.3M | $1.4B | ||
| Q2 25 | $583.6M | $1.4B | ||
| Q1 25 | $839.5M | $1.4B | ||
| Q4 24 | $1.1B | $1.3B | ||
| Q3 24 | $644.8M | $1.2B | ||
| Q2 24 | $609.7M | — | ||
| Q1 24 | $764.8M | $1.2B |
净利润GIIITEAM
| Q4 25 | $80.6M | $-42.6M | ||
| Q3 25 | $10.9M | $-51.9M | ||
| Q2 25 | $7.8M | $-23.9M | ||
| Q1 25 | $48.8M | $-70.8M | ||
| Q4 24 | $114.8M | $-38.2M | ||
| Q3 24 | $24.2M | $-123.8M | ||
| Q2 24 | $5.8M | — | ||
| Q1 24 | $28.9M | $12.8M |
毛利率GIIITEAM
| Q4 25 | 38.6% | 85.0% | ||
| Q3 25 | 40.8% | 82.0% | ||
| Q2 25 | 42.2% | 83.1% | ||
| Q1 25 | 39.5% | 83.8% | ||
| Q4 24 | 39.8% | 82.7% | ||
| Q3 24 | 42.8% | 81.7% | ||
| Q2 24 | 42.5% | — | ||
| Q1 24 | 36.9% | 82.1% |
营业利润率GIIITEAM
| Q4 25 | 11.4% | -3.0% | ||
| Q3 25 | 2.7% | -6.7% | ||
| Q2 25 | 1.5% | -2.1% | ||
| Q1 25 | 8.5% | -0.9% | ||
| Q4 24 | 15.3% | -4.5% | ||
| Q3 24 | 6.4% | -2.7% | ||
| Q2 24 | 2.2% | — | ||
| Q1 24 | 6.1% | 1.5% |
净利率GIIITEAM
| Q4 25 | 8.2% | -2.7% | ||
| Q3 25 | 1.8% | -3.6% | ||
| Q2 25 | 1.3% | -1.7% | ||
| Q1 25 | 5.8% | -5.2% | ||
| Q4 24 | 10.6% | -3.0% | ||
| Q3 24 | 3.8% | -10.4% | ||
| Q2 24 | 1.0% | — | ||
| Q1 24 | 3.8% | 1.1% |
每股收益（稀释后）GIIITEAM
| Q4 25 | $1.84 | $-0.16 | ||
| Q3 25 | $0.25 | $-0.20 | ||
| Q2 25 | $0.17 | $-0.08 | ||
| Q1 25 | $1.00 | $-0.27 | ||
| Q4 24 | $2.55 | $-0.15 | ||
| Q3 24 | $0.53 | $-0.48 | ||
| Q2 24 | $0.12 | — | ||
| Q1 24 | $0.59 | $0.05 |
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 | $184.1M | $1.6B |
| 总债务越低越好 | $6.5M | — |
| 股东权益账面价值 | $1.8B | $1.6B |
| 总资产 | $2.8B | $6.2B |
| 负债/权益比越低杠杆越低 | 0.00× | — |
8季度趋势，按日历期对齐
现金及短期投资GIIITEAM
| Q4 25 | $184.1M | $1.6B | ||
| Q3 25 | $301.8M | $2.8B | ||
| Q2 25 | $257.8M | $2.9B | ||
| Q1 25 | $181.4M | $3.0B | ||
| Q4 24 | $104.7M | $2.5B | ||
| Q3 24 | $414.8M | $2.2B | ||
| Q2 24 | $508.4M | — | ||
| Q1 24 | $507.8M | $2.1B |
总债务GIIITEAM
| Q4 25 | $6.5M | — | ||
| Q3 25 | $6.9M | — | ||
| Q2 25 | $6.8M | — | ||
| Q1 25 | $3.0M | — | ||
| Q4 24 | $213.9M | — | ||
| Q3 24 | $402.5M | — | ||
| Q2 24 | $402.7M | — | ||
| Q1 24 | $402.8M | — |
股东权益GIIITEAM
| Q4 25 | $1.8B | $1.6B | ||
| Q3 25 | $1.7B | $1.4B | ||
| Q2 25 | $1.7B | $1.3B | ||
| Q1 25 | $1.7B | $1.4B | ||
| Q4 24 | $1.6B | $1.2B | ||
| Q3 24 | $1.5B | $1.0B | ||
| Q2 24 | $1.5B | — | ||
| Q1 24 | $1.6B | $1.1B |
总资产GIIITEAM
| Q4 25 | $2.8B | $6.2B | ||
| Q3 25 | $2.7B | $5.7B | ||
| Q2 25 | $2.4B | $6.0B | ||
| Q1 25 | $2.5B | $5.9B | ||
| Q4 24 | $2.8B | $5.4B | ||
| Q3 24 | $2.7B | $5.0B | ||
| Q2 24 | $2.6B | — | ||
| Q1 24 | $2.7B | $5.1B |
负债/权益比GIIITEAM
| Q4 25 | 0.00× | — | ||
| Q3 25 | 0.00× | — | ||
| Q2 25 | 0.00× | — | ||
| Q1 25 | 0.00× | — | ||
| Q4 24 | 0.13× | — | ||
| Q3 24 | 0.27× | — | ||
| Q2 24 | 0.26× | — | ||
| Q1 24 | 0.26× | — |
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 | $-97.3M | $177.8M |
| 自由现金流经营现金流 - 资本支出 | $-106.4M | $168.5M |
| 自由现金流率自由现金流/营收 | -10.8% | 10.6% |
| 资本支出强度资本支出/营收 | 0.9% | 0.6% |
| 现金转化率经营现金流/净利润 | -1.21× | — |
| 过去12个月自由现金流最近4个季度 | $367.7M | $1.3B |
8季度趋势，按日历期对齐
经营现金流GIIITEAM
| Q4 25 | $-97.3M | $177.8M | ||
| Q3 25 | $75.1M | $128.7M | ||
| Q2 25 | $93.8M | $375.3M | ||
| Q1 25 | $333.4M | $652.7M | ||
| Q4 24 | $-111.8M | $351.9M | ||
| Q3 24 | $49.3M | $80.5M | ||
| Q2 24 | $45.5M | — | ||
| Q1 24 | $361.3M | $565.4M |
自由现金流GIIITEAM
| Q4 25 | $-106.4M | $168.5M | ||
| Q3 25 | $64.7M | $114.6M | ||
| Q2 25 | $85.7M | $360.3M | ||
| Q1 25 | $323.7M | $638.3M | ||
| Q4 24 | $-120.3M | $342.6M | ||
| Q3 24 | $38.8M | $74.3M | ||
| Q2 24 | $32.8M | — | ||
| Q1 24 | $352.3M | $554.9M |
自由现金流率GIIITEAM
| Q4 25 | -10.8% | 10.6% | ||
| Q3 25 | 10.6% | 8.0% | ||
| Q2 25 | 14.7% | 26.0% | ||
| Q1 25 | 38.6% | 47.0% | ||
| Q4 24 | -11.1% | 26.6% | ||
| Q3 24 | 6.0% | 6.3% | ||
| Q2 24 | 5.4% | — | ||
| Q1 24 | 46.1% | 46.7% |
资本支出强度GIIITEAM
| Q4 25 | 0.9% | 0.6% | ||
| Q3 25 | 1.7% | 1.0% | ||
| Q2 25 | 1.4% | 1.1% | ||
| Q1 25 | 1.2% | 1.1% | ||
| Q4 24 | 0.8% | 0.7% | ||
| Q3 24 | 1.6% | 0.5% | ||
| Q2 24 | 2.1% | — | ||
| Q1 24 | 1.2% | 0.9% |
现金转化率GIIITEAM
| Q4 25 | -1.21× | — | ||
| Q3 25 | 6.86× | — | ||
| Q2 25 | 12.09× | — | ||
| Q1 25 | 6.83× | — | ||
| Q4 24 | -0.97× | — | ||
| Q3 24 | 2.04× | — | ||
| Q2 24 | 7.84× | — | ||
| Q1 24 | 12.52× | 44.34× |
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
GIII
| Proprietary Brands | $498.1M | 50% |
| Licensed Brands | $479.2M | 48% |
| Retail Segment | $45.7M | 5% |
TEAM
| Cloud Deployment Services | $1.1B | 67% |
| Data Center Deployment | $435.6M | 27% |
| Marketplace And Services Deployment | $83.7M | 5% |
