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Hims & Hers Health, Inc.（HIMS）与ITT INC.（ITT）财务数据对比。点击上方公司名可切换其他公司
ITT INC.的季度营收约是Hims & Hers Health, Inc.的1.7倍（$1.1B vs $617.8M），ITT INC.净利率更高（12.5% vs 3.3%，领先9.2%），Hims & Hers Health, Inc.同比增速更快（28.4% vs 13.5%），ITT INC.自由现金流更多（$187.4M vs $-2.5M），过去两年Hims & Hers Health, Inc.的营收复合增速更高（49.0% vs 7.6%）
Hims & Hers Health, Inc.是2017年成立的美国远程医疗企业，面向消费者提供处方药品、非处方药物以及各类个人护理产品，依托线上服务模式为用户打造便捷的健康消费渠道，覆盖日常医疗、个护等多场景需求。
ITT Inc是一家总部位于美国康涅狄格州斯坦福德的制造企业，前身为ITT集团，主要面向航空航天、交通、能源及工业领域供应特种零部件，旗下设有工业流程、运动技术、连接与控制技术三大业务板块。
HIMS vs ITT — 直观对比
营收规模更大
ITT
是对方的1.7倍
$617.8M
营收增速更快
HIMS
高出15.0%
13.5%
净利率更高
ITT
高出9.2%
3.3%
自由现金流更多
ITT
多$189.9M
$-2.5M
两年增速更快
HIMS
近两年复合增速
7.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $617.8M | $1.1B |
| 净利润 | $20.6M | $131.7M |
| 毛利率 | 71.9% | 35.5% |
| 营业利润率 | 1.5% | 17.0% |
| 净利率 | 3.3% | 12.5% |
| 营收同比 | 28.4% | 13.5% |
| 净利润同比 | -20.8% | 3.7% |
| 每股收益（稀释后） | $0.08 | $1.64 |
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HIMSITT
| Q4 25 | $617.8M | $1.1B | ||
| Q3 25 | $599.0M | $999.1M | ||
| Q2 25 | $544.8M | $972.4M | ||
| Q1 25 | $586.0M | $913.0M | ||
| Q4 24 | $481.1M | $929.0M | ||
| Q3 24 | $401.6M | $885.2M | ||
| Q2 24 | $315.6M | $905.9M | ||
| Q1 24 | $278.2M | $910.6M |
净利润HIMSITT
| Q4 25 | $20.6M | $131.7M | ||
| Q3 25 | $15.8M | $126.9M | ||
| Q2 25 | $42.5M | $121.0M | ||
| Q1 25 | $49.5M | $108.4M | ||
| Q4 24 | $26.0M | $127.0M | ||
| Q3 24 | $75.6M | $161.1M | ||
| Q2 24 | $13.3M | $119.2M | ||
| Q1 24 | $11.1M | $111.0M |
毛利率HIMSITT
| Q4 25 | 71.9% | 35.5% | ||
| Q3 25 | 73.8% | 35.6% | ||
| Q2 25 | 76.4% | 35.7% | ||
| Q1 25 | 73.5% | 34.6% | ||
| Q4 24 | 76.8% | 34.1% | ||
| Q3 24 | 79.2% | 35.5% | ||
| Q2 24 | 81.3% | 34.9% | ||
| Q1 24 | 82.4% | 33.0% |
营业利润率HIMSITT
| Q4 25 | 1.5% | 17.0% | ||
| Q3 25 | 2.0% | 18.0% | ||
| Q2 25 | 4.9% | 18.0% | ||
| Q1 25 | 9.9% | 16.5% | ||
| Q4 24 | 3.9% | 17.2% | ||
| Q3 24 | 5.6% | 23.5% | ||
| Q2 24 | 3.5% | 17.6% | ||
| Q1 24 | 3.6% | 16.4% |
净利率HIMSITT
| Q4 25 | 3.3% | 12.5% | ||
| Q3 25 | 2.6% | 12.7% | ||
| Q2 25 | 7.8% | 12.4% | ||
| Q1 25 | 8.4% | 11.9% | ||
| Q4 24 | 5.4% | 13.7% | ||
| Q3 24 | 18.8% | 18.2% | ||
| Q2 24 | 4.2% | 13.2% | ||
| Q1 24 | 4.0% | 12.2% |
每股收益（稀释后）HIMSITT
| Q4 25 | $0.08 | $1.64 | ||
| Q3 25 | $0.06 | $1.62 | ||
| Q2 25 | $0.17 | $1.52 | ||
| Q1 25 | $0.20 | $1.33 | ||
| Q4 24 | $0.10 | $1.54 | ||
| Q3 24 | $0.32 | $1.96 | ||
| Q2 24 | $0.06 | $1.45 | ||
| Q1 24 | $0.05 | $1.35 |
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 | $228.6M | $1.7B |
| 总债务越低越好 | — | $521.5M |
| 股东权益账面价值 | $540.9M | $4.1B |
| 总资产 | $2.2B | $6.3B |
| 负债/权益比越低杠杆越低 | — | 0.13× |
8季度趋势，按日历期对齐
现金及短期投资HIMSITT
| Q4 25 | $228.6M | $1.7B | ||
| Q3 25 | $345.8M | $516.4M | ||
| Q2 25 | $1.1B | $467.9M | ||
| Q1 25 | $273.7M | $439.8M | ||
| Q4 24 | $220.6M | $439.3M | ||
| Q3 24 | $165.5M | $460.9M | ||
| Q2 24 | $129.3M | $425.5M | ||
| Q1 24 | $105.2M | $423.0M |
总债务HIMSITT
| Q4 25 | — | $521.5M | ||
| Q3 25 | — | $577.7M | ||
| Q2 25 | — | $622.5M | ||
| Q1 25 | — | $4.5M | ||
| Q4 24 | — | $232.6M | ||
| Q3 24 | — | $467.8M | ||
| Q2 24 | — | $190.0M | ||
| Q1 24 | — | $230.5M |
股东权益HIMSITT
| Q4 25 | $540.9M | $4.1B | ||
| Q3 25 | $581.0M | $2.7B | ||
| Q2 25 | $562.7M | $2.6B | ||
| Q1 25 | $549.3M | $2.8B | ||
| Q4 24 | $476.7M | $2.8B | ||
| Q3 24 | $440.1M | $2.7B | ||
| Q2 24 | $362.0M | $2.6B | ||
| Q1 24 | $344.5M | $2.6B |
总资产HIMSITT
| Q4 25 | $2.2B | $6.3B | ||
| Q3 25 | $2.2B | $5.1B | ||
| Q2 25 | $1.9B | $5.0B | ||
| Q1 25 | $891.7M | $4.8B | ||
| Q4 24 | $707.5M | $4.7B | ||
| Q3 24 | $602.3M | $4.9B | ||
| Q2 24 | $480.5M | $4.4B | ||
| Q1 24 | $448.1M | $4.4B |
负债/权益比HIMSITT
| Q4 25 | — | 0.13× | ||
| Q3 25 | — | 0.22× | ||
| Q2 25 | — | 0.24× | ||
| Q1 25 | — | 0.00× | ||
| Q4 24 | — | 0.08× | ||
| Q3 24 | — | 0.17× | ||
| Q2 24 | — | 0.07× | ||
| Q1 24 | — | 0.09× |
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 | $61.3M | $227.8M |
| 自由现金流经营现金流 - 资本支出 | $-2.5M | $187.4M |
| 自由现金流率自由现金流/营收 | -0.4% | 17.8% |
| 资本支出强度资本支出/营收 | 10.3% | 3.8% |
| 现金转化率经营现金流/净利润 | 2.98× | 1.73× |
| 过去12个月自由现金流最近4个季度 | $57.4M | $547.5M |
8季度趋势，按日历期对齐
经营现金流HIMSITT
| Q4 25 | $61.3M | $227.8M | ||
| Q3 25 | $148.7M | $173.9M | ||
| Q2 25 | $-19.1M | $153.7M | ||
| Q1 25 | $109.1M | $113.4M | ||
| Q4 24 | $86.4M | $223.2M | ||
| Q3 24 | $85.3M | $123.9M | ||
| Q2 24 | $53.6M | $157.7M | ||
| Q1 24 | $25.8M | $57.8M |
自由现金流HIMSITT
| Q4 25 | $-2.5M | $187.4M | ||
| Q3 25 | $79.3M | $146.2M | ||
| Q2 25 | $-69.5M | $137.3M | ||
| Q1 25 | $50.1M | $76.6M | ||
| Q4 24 | $59.5M | $186.8M | ||
| Q3 24 | $79.4M | $87.3M | ||
| Q2 24 | $47.6M | $134.5M | ||
| Q1 24 | $11.8M | $30.1M |
自由现金流率HIMSITT
| Q4 25 | -0.4% | 17.8% | ||
| Q3 25 | 13.2% | 14.6% | ||
| Q2 25 | -12.8% | 14.1% | ||
| Q1 25 | 8.5% | 8.4% | ||
| Q4 24 | 12.4% | 20.1% | ||
| Q3 24 | 19.8% | 9.9% | ||
| Q2 24 | 15.1% | 14.8% | ||
| Q1 24 | 4.3% | 3.3% |
资本支出强度HIMSITT
| Q4 25 | 10.3% | 3.8% | ||
| Q3 25 | 11.6% | 2.8% | ||
| Q2 25 | 9.3% | 1.7% | ||
| Q1 25 | 10.1% | 4.0% | ||
| Q4 24 | 5.6% | 3.9% | ||
| Q3 24 | 1.5% | 4.1% | ||
| Q2 24 | 1.9% | 2.6% | ||
| Q1 24 | 5.0% | 3.0% |
现金转化率HIMSITT
| Q4 25 | 2.98× | 1.73× | ||
| Q3 25 | 9.43× | 1.37× | ||
| Q2 25 | -0.45× | 1.27× | ||
| Q1 25 | 2.20× | 1.05× | ||
| Q4 24 | 3.32× | 1.76× | ||
| Q3 24 | 1.13× | 0.77× | ||
| Q2 24 | 4.03× | 1.32× | ||
| Q1 24 | 2.32× | 0.52× |
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
HIMS
暂无分部数据
ITT
| Industrial Process | $423.1M | 40% |
| Motion Technologies | $360.8M | 34% |
| Connect Control Technologies | $271.2M | 26% |
