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Hims & Hers Health, Inc.（HIMS）与Childrens Place, Inc.（PLCE）财务数据对比。点击上方公司名可切换其他公司
Hims & Hers Health, Inc.的季度营收约是Childrens Place, Inc.的1.8倍（$608.1M vs $339.5M），Hims & Hers Health, Inc.同比增速更快（3.8% vs -13.0%），Hims & Hers Health, Inc.自由现金流更多（$53.0M vs $-3.4M），过去两年Hims & Hers Health, Inc.的营收复合增速更高（38.8% vs -13.6%）
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。
Children’s Place是专业儿童服饰零售商，产品主要以旗下自有品牌发售，涵盖Gymboree、Sugar & Jade、PJ Place、Crazy 8等。目前该品牌在美国、加拿大、波多黎各共开设约525家门店，同时通过两个线上渠道以及15个国家的5家加盟合作伙伴开展销售，产品涵盖上衣、裙装、鞋履、裤装、睡衣、背包等全品类儿童服饰配件。
HIMS vs PLCE — 直观对比
营收规模更大
HIMS
是对方的1.8倍
$339.5M
营收增速更快
HIMS
高出16.8%
-13.0%
自由现金流更多
HIMS
多$56.4M
$-3.4M
两年增速更快
HIMS
近两年复合增速
-13.6%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $608.1M | $339.5M |
| 净利润 | — | $-4.3M |
| 毛利率 | 65.2% | 33.1% |
| 营业利润率 | 21.9% | 1.1% |
| 净利率 | — | -1.3% |
| 营收同比 | 3.8% | -13.0% |
| 净利润同比 | — | -121.5% |
| 每股收益（稀释后） | $-0.40 | $-0.19 |
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HIMSPLCE
| Q1 26 | $608.1M | — | ||
| Q4 25 | $617.8M | $339.5M | ||
| Q3 25 | $599.0M | $298.0M | ||
| Q2 25 | $544.8M | $242.1M | ||
| Q1 25 | $586.0M | $408.6M | ||
| Q4 24 | $481.1M | $390.2M | ||
| Q3 24 | $401.6M | $319.7M | ||
| Q2 24 | $315.6M | $267.9M |
净利润HIMSPLCE
| Q1 26 | — | — | ||
| Q4 25 | $20.6M | $-4.3M | ||
| Q3 25 | $15.8M | $-5.4M | ||
| Q2 25 | $42.5M | $-34.0M | ||
| Q1 25 | $49.5M | $-8.0M | ||
| Q4 24 | $26.0M | $20.1M | ||
| Q3 24 | $75.6M | $-32.1M | ||
| Q2 24 | $13.3M | $-37.8M |
毛利率HIMSPLCE
| Q1 26 | 65.2% | — | ||
| Q4 25 | 71.9% | 33.1% | ||
| Q3 25 | 73.8% | 34.0% | ||
| Q2 25 | 76.4% | 29.2% | ||
| Q1 25 | 73.5% | 28.5% | ||
| Q4 24 | 76.8% | 35.5% | ||
| Q3 24 | 79.2% | 35.0% | ||
| Q2 24 | 81.3% | 34.6% |
营业利润率HIMSPLCE
| Q1 26 | 21.9% | — | ||
| Q4 25 | 1.5% | 1.1% | ||
| Q3 25 | 2.0% | 1.4% | ||
| Q2 25 | 4.9% | -10.0% | ||
| Q1 25 | 9.9% | 1.7% | ||
| Q4 24 | 3.9% | 7.5% | ||
| Q3 24 | 5.6% | -6.8% | ||
| Q2 24 | 3.5% | -10.4% |
净利率HIMSPLCE
| Q1 26 | — | — | ||
| Q4 25 | 3.3% | -1.3% | ||
| Q3 25 | 2.6% | -1.8% | ||
| Q2 25 | 7.8% | -14.1% | ||
| Q1 25 | 8.4% | -2.0% | ||
| Q4 24 | 5.4% | 5.1% | ||
| Q3 24 | 18.8% | -10.0% | ||
| Q2 24 | 4.2% | -14.1% |
每股收益（稀释后）HIMSPLCE
| Q1 26 | $-0.40 | — | ||
| Q4 25 | $0.08 | $-0.19 | ||
| Q3 25 | $0.06 | $-0.24 | ||
| Q2 25 | $0.17 | $-1.57 | ||
| Q1 25 | $0.20 | $-0.60 | ||
| Q4 24 | $0.10 | $1.57 | ||
| Q3 24 | $0.32 | $-2.51 | ||
| Q2 24 | $0.06 | $-2.98 |
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 | $222.3M | $7.3M |
| 总债务越低越好 | — | $107.4M |
| 股东权益账面价值 | $446.2M | $-8.6M |
| 总资产 | $2.3B | $762.5M |
| 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HIMSPLCE
| Q1 26 | $222.3M | — | ||
| Q4 25 | $228.6M | $7.3M | ||
| Q3 25 | $345.8M | $7.8M | ||
| Q2 25 | $1.1B | $5.7M | ||
| Q1 25 | $273.7M | $5.3M | ||
| Q4 24 | $220.6M | $5.7M | ||
| Q3 24 | $165.5M | $9.6M | ||
| Q2 24 | $129.3M | $13.0M |
总债务HIMSPLCE
| Q1 26 | — | — | ||
| Q4 25 | — | $107.4M | ||
| Q3 25 | — | $107.2M | ||
| Q2 25 | — | $107.0M | ||
| Q1 25 | — | $166.0M | ||
| Q4 24 | — | $165.7M | ||
| Q3 24 | — | $165.4M | ||
| Q2 24 | — | $166.6M |
股东权益HIMSPLCE
| Q1 26 | $446.2M | — | ||
| Q4 25 | $540.9M | $-8.6M | ||
| Q3 25 | $581.0M | $-4.9M | ||
| Q2 25 | $562.7M | $1.4M | ||
| Q1 25 | $549.3M | $-59.4M | ||
| Q4 24 | $476.7M | $-49.6M | ||
| Q3 24 | $440.1M | $-68.9M | ||
| Q2 24 | $362.0M | $-34.9M |
总资产HIMSPLCE
| Q1 26 | $2.3B | — | ||
| Q4 25 | $2.2B | $762.5M | ||
| Q3 25 | $2.2B | $805.1M | ||
| Q2 25 | $1.9B | $779.6M | ||
| Q1 25 | $891.7M | $747.6M | ||
| Q4 24 | $707.5M | $888.8M | ||
| Q3 24 | $602.3M | $921.4M | ||
| Q2 24 | $480.5M | $848.3M |
负债/权益比HIMSPLCE
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 75.63× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $89.4M | $6.2M |
| 自由现金流经营现金流 - 资本支出 | $53.0M | $-3.4M |
| 自由现金流率自由现金流/营收 | 8.7% | -1.0% |
| 资本支出强度资本支出/营收 | — | 2.8% |
| 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 | $60.3M | $39.5M |
8季度趋势，按日历期对齐
经营现金流HIMSPLCE
| Q1 26 | $89.4M | — | ||
| Q4 25 | $61.3M | $6.2M | ||
| Q3 25 | $148.7M | $-30.5M | ||
| Q2 25 | $-19.1M | $-43.0M | ||
| Q1 25 | $109.1M | $121.3M | ||
| Q4 24 | $86.4M | $-44.2M | ||
| Q3 24 | $85.3M | $-83.9M | ||
| Q2 24 | $53.6M | $-110.8M |
自由现金流HIMSPLCE
| Q1 26 | $53.0M | — | ||
| Q4 25 | $-2.5M | $-3.4M | ||
| Q3 25 | $79.3M | $-31.9M | ||
| Q2 25 | $-69.5M | $-46.4M | ||
| Q1 25 | $50.1M | $121.2M | ||
| Q4 24 | $59.5M | $-47.7M | ||
| Q3 24 | $79.4M | $-91.7M | ||
| Q2 24 | $47.6M | $-115.5M |
自由现金流率HIMSPLCE
| Q1 26 | 8.7% | — | ||
| Q4 25 | -0.4% | -1.0% | ||
| Q3 25 | 13.2% | -10.7% | ||
| Q2 25 | -12.8% | -19.2% | ||
| Q1 25 | 8.5% | 29.7% | ||
| Q4 24 | 12.4% | -12.2% | ||
| Q3 24 | 19.8% | -28.7% | ||
| Q2 24 | 15.1% | -43.1% |
资本支出强度HIMSPLCE
| Q1 26 | — | — | ||
| Q4 25 | 10.3% | 2.8% | ||
| Q3 25 | 11.6% | 0.5% | ||
| Q2 25 | 9.3% | 1.4% | ||
| Q1 25 | 10.1% | 0.0% | ||
| Q4 24 | 5.6% | 0.9% | ||
| Q3 24 | 1.5% | 2.4% | ||
| Q2 24 | 1.9% | 1.8% |
现金转化率HIMSPLCE
| Q1 26 | — | — | ||
| Q4 25 | 2.98× | — | ||
| Q3 25 | 9.43× | — | ||
| Q2 25 | -0.45× | — | ||
| Q1 25 | 2.20× | — | ||
| Q4 24 | 3.32× | -2.20× | ||
| Q3 24 | 1.13× | — | ||
| Q2 24 | 4.03× | — |
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
| United States Revenue | $529.9M | 87% |
| Rest of the World Revenue | $78.2M | 13% |
PLCE
| The Childrens Place US | $307.4M | 91% |
| The Childrens Place International | $32.1M | 9% |
| Gift Cards | $1.7M | 1% |
