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Jerash Holdings (US), Inc.(JRSH)与李维斯(LEVI)财务数据对比。点击上方公司名可切换其他公司
李维斯的季度营收约是Jerash Holdings (US), Inc.的42.3倍($1.8B vs $41.8M)。李维斯净利率更高(8.9% vs 2.8%,领先6.1%)。Jerash Holdings (US), Inc.同比增速更快(18.0% vs -4.0%)。李维斯自由现金流更多($215.7M vs $-3.9M)。过去两年Jerash Holdings (US), Inc.的营收复合增速更高(39.1% vs 6.5%)
Jerash Holdings (US), Inc. 是一家全球化服装制造商,为国际知名零售及服饰品牌生产高品质外套、运动服、休闲装及功能性服饰,核心市场覆盖北美、欧洲及亚太地区,在约旦及东南亚设有生产基地。
李维斯(Levi Strauss & Co.)是全球知名的美国服饰企业,凭借旗下Levi's品牌丹宁牛仔裤享誉全球。公司创立于1853年5月,由德裔犹太移民李维·斯特劳斯在旧金山成立,注册地为特拉华州,总部设在旧金山李维斯广场。
JRSH vs LEVI — 直观对比
营收规模更大
LEVI
是对方的42.3倍
$41.8M
营收增速更快
JRSH
高出22.1%
-4.0%
净利率更高
LEVI
高出6.1%
2.8%
自由现金流更多
LEVI
多$219.6M
$-3.9M
两年增速更快
JRSH
近两年复合增速
6.5%
损益表 — Q3 2026 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $41.8M | $1.8B |
| 净利润 | $1.2M | $158.0M |
| 毛利率 | 16.9% | 60.8% |
| 营业利润率 | 4.7% | 11.9% |
| 净利率 | 2.8% | 8.9% |
| 营收同比 | 18.0% | -4.0% |
| 净利润同比 | 20261.5% | -13.4% |
| 每股收益(稀释后) | $0.09 | $0.39 |
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
JRSH
LEVI
| Q4 25 | $41.8M | $1.8B | ||
| Q3 25 | $42.0M | $1.5B | ||
| Q2 25 | $39.6M | $1.4B | ||
| Q1 25 | $29.3M | $1.5B | ||
| Q4 24 | $35.4M | $1.8B | ||
| Q3 24 | $40.2M | $1.5B | ||
| Q2 24 | $40.9M | $1.4B | ||
| Q1 24 | $21.6M | $1.6B |
净利润
JRSH
LEVI
| Q4 25 | $1.2M | $158.0M | ||
| Q3 25 | $461.6K | $218.1M | ||
| Q2 25 | $318.7K | $67.0M | ||
| Q1 25 | $-152.6K | $135.0M | ||
| Q4 24 | $-5.8K | $182.5M | ||
| Q3 24 | $655.3K | $20.7M | ||
| Q2 24 | $-1.3M | $18.0M | ||
| Q1 24 | $-3.1M | $-10.6M |
毛利率
JRSH
LEVI
| Q4 25 | 16.9% | 60.8% | ||
| Q3 25 | 15.0% | 61.7% | ||
| Q2 25 | 15.4% | 62.6% | ||
| Q1 25 | 17.9% | 62.1% | ||
| Q4 24 | 15.2% | 61.3% | ||
| Q3 24 | 17.5% | 60.0% | ||
| Q2 24 | 11.3% | 60.5% | ||
| Q1 24 | 7.0% | 58.2% |
营业利润率
JRSH
LEVI
| Q4 25 | 4.7% | 11.9% | ||
| Q3 25 | 2.6% | 10.8% | ||
| Q2 25 | 2.4% | 7.5% | ||
| Q1 25 | 1.5% | 12.5% | ||
| Q4 24 | 2.0% | 11.5% | ||
| Q3 24 | 2.8% | 2.0% | ||
| Q2 24 | -2.0% | 1.5% | ||
| Q1 24 | -14.0% | -0.0% |
净利率
JRSH
LEVI
| Q4 25 | 2.8% | 8.9% | ||
| Q3 25 | 1.1% | 14.1% | ||
| Q2 25 | 0.8% | 4.6% | ||
| Q1 25 | -0.5% | 8.8% | ||
| Q4 24 | -0.0% | 9.9% | ||
| Q3 24 | 1.6% | 1.4% | ||
| Q2 24 | -3.3% | 1.2% | ||
| Q1 24 | -14.3% | -0.7% |
每股收益(稀释后)
JRSH
LEVI
| Q4 25 | $0.09 | $0.39 | ||
| Q3 25 | $0.04 | $0.55 | ||
| Q2 25 | $0.03 | $0.17 | ||
| Q1 25 | $-0.01 | $0.34 | ||
| Q4 24 | $0.00 | $0.46 | ||
| Q3 24 | $0.05 | $0.05 | ||
| Q2 24 | $-0.11 | $0.04 | ||
| Q1 24 | $-0.25 | $-0.03 |
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 | $11.5M | $848.8M |
| 总债务越低越好 | — | $1.1B |
| 股东权益账面价值 | $63.6M | $2.3B |
| 总资产 | $84.2M | $6.8B |
| 负债/权益比越低杠杆越低 | — | 0.46× |
8季度趋势,按日历期对齐
现金及短期投资
JRSH
LEVI
| Q4 25 | $11.5M | $848.8M | ||
| Q3 25 | $12.0M | $707.5M | ||
| Q2 25 | $5.8M | $736.7M | ||
| Q1 25 | $13.3M | $574.4M | ||
| Q4 24 | $13.2M | $690.0M | ||
| Q3 24 | $16.3M | $577.1M | ||
| Q2 24 | $11.4M | $641.4M | ||
| Q1 24 | $12.4M | $516.7M |
总债务
JRSH
LEVI
| Q4 25 | — | $1.1B | ||
| Q3 25 | — | $1.0B | ||
| Q2 25 | — | $1.0B | ||
| Q1 25 | — | $987.4M | ||
| Q4 24 | — | $994.0M | ||
| Q3 24 | — | $1.0B | ||
| Q2 24 | — | $1.0B | ||
| Q1 24 | — | $1.0B |
股东权益
JRSH
LEVI
| Q4 25 | $63.6M | $2.3B | ||
| Q3 25 | $62.8M | $2.2B | ||
| Q2 25 | $62.7M | $2.1B | ||
| Q1 25 | $62.8M | $2.0B | ||
| Q4 24 | $63.1M | $2.0B | ||
| Q3 24 | $63.4M | $1.9B | ||
| Q2 24 | $62.9M | $2.0B | ||
| Q1 24 | $64.4M | $2.0B |
总资产
JRSH
LEVI
| Q4 25 | $84.2M | $6.8B | ||
| Q3 25 | $83.3M | $6.7B | ||
| Q2 25 | $81.7M | $6.5B | ||
| Q1 25 | $83.0M | $6.2B | ||
| Q4 24 | $79.8M | $6.4B | ||
| Q3 24 | $80.3M | $6.3B | ||
| Q2 24 | $76.7M | $6.2B | ||
| Q1 24 | $80.2M | $6.0B |
负债/权益比
JRSH
LEVI
| Q4 25 | — | 0.46× | ||
| Q3 25 | — | 0.48× | ||
| Q2 25 | — | 0.49× | ||
| Q1 25 | — | 0.49× | ||
| Q4 24 | — | 0.50× | ||
| Q3 24 | — | 0.54× | ||
| Q2 24 | — | 0.51× | ||
| Q1 24 | — | 0.51× |
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 | $-3.8M | $266.8M |
| 自由现金流经营现金流 - 资本支出 | $-3.9M | $215.7M |
| 自由现金流率自由现金流/营收 | -9.3% | 12.2% |
| 资本支出强度资本支出/营收 | 0.2% | 2.9% |
| 现金转化率经营现金流/净利润 | -3.25× | 1.69× |
| 过去12个月自由现金流最近4个季度 | $-2.9M | $308.2M |
8季度趋势,按日历期对齐
经营现金流
JRSH
LEVI
| Q4 25 | $-3.8M | $266.8M | ||
| Q3 25 | $6.8M | $24.8M | ||
| Q2 25 | $-6.5M | $185.5M | ||
| Q1 25 | $1.9M | $52.5M | ||
| Q4 24 | $-3.0M | $297.3M | ||
| Q3 24 | $4.6M | $52.3M | ||
| Q2 24 | $-2.2M | $262.8M | ||
| Q1 24 | $-5.4M | $286.0M |
自由现金流
JRSH
LEVI
| Q4 25 | $-3.9M | $215.7M | ||
| Q3 25 | $6.4M | $-39.4M | ||
| Q2 25 | $-6.9M | $146.0M | ||
| Q1 25 | $1.5M | $-14.1M | ||
| Q4 24 | $-3.2M | $231.6M | ||
| Q3 24 | $4.4M | $2.3M | ||
| Q2 24 | $-2.3M | $222.6M | ||
| Q1 24 | $-5.8M | $214.4M |
自由现金流率
JRSH
LEVI
| Q4 25 | -9.3% | 12.2% | ||
| Q3 25 | 15.3% | -2.6% | ||
| Q2 25 | -17.5% | 10.1% | ||
| Q1 25 | 5.1% | -0.9% | ||
| Q4 24 | -8.9% | 12.6% | ||
| Q3 24 | 11.0% | 0.2% | ||
| Q2 24 | -5.7% | 15.4% | ||
| Q1 24 | -26.9% | 13.8% |
资本支出强度
JRSH
LEVI
| Q4 25 | 0.2% | 2.9% | ||
| Q3 25 | 0.9% | 4.2% | ||
| Q2 25 | 1.2% | 2.7% | ||
| Q1 25 | 1.6% | 4.4% | ||
| Q4 24 | 0.4% | 3.6% | ||
| Q3 24 | 0.5% | 3.3% | ||
| Q2 24 | 0.3% | 2.8% | ||
| Q1 24 | 1.9% | 4.6% |
现金转化率
JRSH
LEVI
| Q4 25 | -3.25× | 1.69× | ||
| Q3 25 | 14.72× | 0.11× | ||
| Q2 25 | -20.33× | 2.77× | ||
| Q1 25 | — | 0.39× | ||
| Q4 24 | — | 1.63× | ||
| Q3 24 | 7.06× | 2.53× | ||
| Q2 24 | — | 14.60× | ||
| Q1 24 | — | — |
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
JRSH
暂无分部数据
LEVI
| Other | $760.3M | 43% |
| Sales Channel Through Intermediary | $583.2M | 33% |
| Sales Channel Directly To Consumer | $376.0M | 21% |
| Beyond Yoga | $46.3M | 3% |