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Kimco Realty（KIM）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
Kimco Realty的季度营收约是Stitch Fix, Inc.的1.6倍（$558.0M vs $342.1M），Kimco Realty净利率更高（29.8% vs -1.9%，领先31.7%），Stitch Fix, Inc.同比增速更快（7.3% vs 4.0%），过去两年Kimco Realty的营收复合增速更高（5.6% vs 1.8%）
Kimco Realty是总部位于美国纽约州杰里科的房地产投资信托企业，核心投资领域为购物中心类商业地产，在商业不动产投资及运营领域积累了深厚的行业经验与资源优势。
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。
KIM vs SFIX — 直观对比
营收规模更大
KIM
是对方的1.6倍
$342.1M
营收增速更快
SFIX
高出3.3%
4.0%
净利率更高
KIM
高出31.7%
-1.9%
两年增速更快
KIM
近两年复合增速
1.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $558.0M | $342.1M |
| 净利润 | $166.3M | $-6.4M |
| 毛利率 | — | 43.6% |
| 营业利润率 | 37.2% | -2.5% |
| 净利率 | 29.8% | -1.9% |
| 营收同比 | 4.0% | 7.3% |
| 净利润同比 | 23.7% | -1.7% |
| 每股收益（稀释后） | $0.46 | $-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KIMSFIX
| Q1 26 | $558.0M | — | ||
| Q4 25 | $542.5M | $342.1M | ||
| Q3 25 | $535.9M | $311.2M | ||
| Q2 25 | $525.2M | $325.0M | ||
| Q1 25 | $536.6M | $312.1M | ||
| Q4 24 | $525.4M | $318.8M | ||
| Q3 24 | $507.6M | $319.6M | ||
| Q2 24 | $500.2M | $322.7M |
净利润KIMSFIX
| Q1 26 | $166.3M | — | ||
| Q4 25 | $151.2M | $-6.4M | ||
| Q3 25 | $137.8M | $-8.6M | ||
| Q2 25 | $163.0M | $-7.4M | ||
| Q1 25 | $132.8M | $-6.5M | ||
| Q4 24 | $166.0M | $-6.3M | ||
| Q3 24 | $136.0M | $-36.5M | ||
| Q2 24 | $119.7M | $-21.3M |
毛利率KIMSFIX
| 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KIMSFIX
| Q1 26 | 37.2% | — | ||
| Q4 25 | 36.4% | -2.5% | ||
| Q3 25 | 34.9% | -3.6% | ||
| Q2 25 | 39.2% | -3.0% | ||
| Q1 25 | 33.6% | -2.9% | ||
| Q4 24 | 31.7% | -2.8% | ||
| Q3 24 | 33.7% | -13.1% | ||
| Q2 24 | 32.1% | -7.7% |
净利率KIMSFIX
| Q1 26 | 29.8% | — | ||
| Q4 25 | 27.9% | -1.9% | ||
| Q3 25 | 25.7% | -2.8% | ||
| Q2 25 | 31.0% | -2.3% | ||
| Q1 25 | 24.8% | -2.1% | ||
| Q4 24 | 31.6% | -2.0% | ||
| Q3 24 | 26.8% | -11.4% | ||
| Q2 24 | 23.9% | -6.6% |
每股收益（稀释后）KIMSFIX
| Q1 26 | $0.46 | — | ||
| Q4 25 | — | $-0.05 | ||
| Q3 25 | — | $-0.06 | ||
| Q2 25 | — | $-0.06 | ||
| Q1 25 | — | $-0.05 | ||
| Q4 24 | — | $-0.05 | ||
| Q3 24 | — | $-0.29 | ||
| Q2 24 | — | $-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 | $10.4B | $204.1M |
| 总资产 | $19.6B | $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KIMSFIX
| Q1 26 | — | — | ||
| Q4 25 | $211.6M | $244.2M | ||
| Q3 25 | $159.3M | $234.9M | ||
| Q2 25 | $226.6M | $234.2M | ||
| Q1 25 | $131.3M | $219.1M | ||
| Q4 24 | $688.6M | $253.3M | ||
| Q3 24 | $789.0M | $247.0M | ||
| Q2 24 | $126.4M | $244.5M |
总债务KIMSFIX
| Q1 26 | — | — | ||
| Q4 25 | $7.7B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $8.0B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益KIMSFIX
| Q1 26 | $10.4B | — | ||
| Q4 25 | $10.4B | $204.1M | ||
| Q3 25 | $10.5B | $203.0M | ||
| Q2 25 | $10.5B | $200.4M | ||
| Q1 25 | $10.6B | $197.8M | ||
| Q4 24 | $10.7B | $190.5M | ||
| Q3 24 | $10.5B | $187.0M | ||
| Q2 24 | $10.6B | $208.9M |
总资产KIMSFIX
| Q1 26 | $19.6B | — | ||
| Q4 25 | $19.7B | $530.7M | ||
| Q3 25 | $19.9B | $480.6M | ||
| Q2 25 | $19.8B | $484.7M | ||
| Q1 25 | $19.7B | $472.6M | ||
| Q4 24 | $20.3B | $507.1M | ||
| Q3 24 | $20.1B | $486.9M | ||
| Q2 24 | $19.5B | $537.0M |
负债/权益比KIMSFIX
| Q1 26 | — | — | ||
| Q4 25 | 0.74× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.75× | — | ||
| 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 | — | $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KIMSFIX
| Q1 26 | — | — | ||
| Q4 25 | $258.4M | $10.9M | ||
| Q3 25 | $332.4M | $7.0M | ||
| Q2 25 | $305.4M | $20.5M | ||
| Q1 25 | $223.8M | $-16.2M | ||
| Q4 24 | $239.5M | $14.3M | ||
| Q3 24 | $295.9M | $8.2M | ||
| Q2 24 | $294.1M | $21.7M |
自由现金流KIMSFIX
| Q1 26 | — | — | ||
| Q4 25 | — | $5.6M | ||
| Q3 25 | — | $2.8M | ||
| Q2 25 | — | $16.0M | ||
| Q1 25 | $205.4M | $-19.4M | ||
| Q4 24 | — | $9.9M | ||
| Q3 24 | — | $4.5M | ||
| Q2 24 | — | $18.9M |
自由现金流率KIMSFIX
| Q1 26 | — | — | ||
| Q4 25 | — | 1.6% | ||
| Q3 25 | — | 0.9% | ||
| Q2 25 | — | 4.9% | ||
| Q1 25 | 38.3% | -6.2% | ||
| Q4 24 | — | 3.1% | ||
| Q3 24 | — | 1.4% | ||
| Q2 24 | — | 5.9% |
资本支出强度KIMSFIX
| Q1 26 | — | — | ||
| Q4 25 | 0.0% | 1.6% | ||
| Q3 25 | 0.0% | 1.4% | ||
| Q2 25 | 0.0% | 1.4% | ||
| Q1 25 | 3.4% | 1.0% | ||
| Q4 24 | — | 1.4% | ||
| Q3 24 | — | 1.2% | ||
| Q2 24 | — | 0.9% |
现金转化率KIMSFIX
| Q1 26 | — | — | ||
| Q4 25 | 1.71× | — | ||
| Q3 25 | 2.41× | — | ||
| Q2 25 | 1.87× | — | ||
| Q1 25 | 1.69× | — | ||
| Q4 24 | 1.44× | — | ||
| Q3 24 | 2.18× | — | ||
| Q2 24 | 2.46× | — |
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
KIM
| Revenues from rental properties, net | $552.8M | 99% |
| Management and other fee income | $5.2M | 1% |
SFIX
暂无分部数据
