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肯纳金属（KMT）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
肯纳金属的季度营收约是Stitch Fix, Inc.的1.7倍（$592.6M vs $342.1M），肯纳金属净利率更高（10.3% vs -1.9%，领先12.2%），肯纳金属同比增速更快（21.8% vs 7.3%），过去两年肯纳金属的营收复合增速更高（4.4% vs 1.8%）
肯纳金属是高性能切削工具及工程部件制造商，产品广泛应用于航空航天、国防、交通运输、油气钻探等领域，业务覆盖全球市场，为各行业客户提供适配高要求作业场景的专业解决方案。
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。
KMT vs SFIX — 直观对比
营收规模更大
KMT
是对方的1.7倍
$342.1M
营收增速更快
KMT
高出14.5%
7.3%
净利率更高
KMT
高出12.2%
-1.9%
两年增速更快
KMT
近两年复合增速
1.8%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $592.6M | $342.1M |
| 净利润 | $61.1M | $-6.4M |
| 毛利率 | 35.1% | 43.6% |
| 营业利润率 | 13.4% | -2.5% |
| 净利率 | 10.3% | -1.9% |
| 营收同比 | 21.8% | 7.3% |
| 净利润同比 | 85.0% | -1.7% |
| 每股收益（稀释后） | $0.75 | $-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KMTSFIX
| Q1 26 | $592.6M | — | ||
| Q4 25 | $529.5M | $342.1M | ||
| Q3 25 | $498.0M | $311.2M | ||
| Q2 25 | $516.4M | $325.0M | ||
| Q1 25 | $486.4M | $312.1M | ||
| Q4 24 | $482.1M | $318.8M | ||
| Q3 24 | $481.9M | $319.6M | ||
| Q2 24 | $543.3M | $322.7M |
净利润KMTSFIX
| Q1 26 | $61.1M | — | ||
| Q4 25 | $33.9M | $-6.4M | ||
| Q3 25 | $23.3M | $-8.6M | ||
| Q2 25 | $21.6M | $-7.4M | ||
| Q1 25 | $31.5M | $-6.5M | ||
| Q4 24 | $17.9M | $-6.3M | ||
| Q3 24 | $22.1M | $-36.5M | ||
| Q2 24 | $37.2M | $-21.3M |
毛利率KMTSFIX
| Q1 26 | 35.1% | — | ||
| Q4 25 | 32.8% | 43.6% | ||
| Q3 25 | 31.0% | 43.6% | ||
| Q2 25 | 28.2% | 44.2% | ||
| Q1 25 | 32.1% | 44.5% | ||
| Q4 24 | 30.1% | 45.4% | ||
| Q3 24 | 31.3% | 44.6% | ||
| Q2 24 | 31.5% | 45.5% |
营业利润率KMTSFIX
| Q1 26 | 13.4% | — | ||
| Q4 25 | 9.9% | -2.5% | ||
| Q3 25 | 7.5% | -3.6% | ||
| Q2 25 | 6.1% | -3.0% | ||
| Q1 25 | 9.1% | -2.9% | ||
| Q4 24 | 6.6% | -2.8% | ||
| Q3 24 | 7.5% | -13.1% | ||
| Q2 24 | 11.3% | -7.7% |
净利率KMTSFIX
| Q1 26 | 10.3% | — | ||
| Q4 25 | 6.4% | -1.9% | ||
| Q3 25 | 4.7% | -2.8% | ||
| Q2 25 | 4.2% | -2.3% | ||
| Q1 25 | 6.5% | -2.1% | ||
| Q4 24 | 3.7% | -2.0% | ||
| Q3 24 | 4.6% | -11.4% | ||
| Q2 24 | 6.8% | -6.6% |
每股收益（稀释后）KMTSFIX
| Q1 26 | $0.75 | — | ||
| Q4 25 | $0.44 | $-0.05 | ||
| Q3 25 | $0.30 | $-0.06 | ||
| Q2 25 | $0.28 | $-0.06 | ||
| Q1 25 | $0.41 | $-0.05 | ||
| Q4 24 | $0.23 | $-0.05 | ||
| Q3 24 | $0.28 | $-0.29 | ||
| Q2 24 | $0.47 | $-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 | $106.8M | $244.2M |
| 总债务越低越好 | $597.4M | — |
| 股东权益账面价值 | — | $204.1M |
| 总资产 | $2.7B | $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KMTSFIX
| Q1 26 | $106.8M | — | ||
| Q4 25 | $129.3M | $244.2M | ||
| Q3 25 | $103.5M | $234.9M | ||
| Q2 25 | $140.5M | $234.2M | ||
| Q1 25 | $97.5M | $219.1M | ||
| Q4 24 | $121.2M | $253.3M | ||
| Q3 24 | $119.6M | $247.0M | ||
| Q2 24 | $128.0M | $244.5M |
总债务KMTSFIX
| Q1 26 | $597.4M | — | ||
| Q4 25 | $597.2M | — | ||
| Q3 25 | $597.0M | — | ||
| Q2 25 | $596.8M | — | ||
| Q1 25 | $596.6M | — | ||
| Q4 24 | $596.4M | — | ||
| Q3 24 | $596.2M | — | ||
| Q2 24 | $596.0M | — |
股东权益KMTSFIX
| Q1 26 | — | — | ||
| Q4 25 | $1.3B | $204.1M | ||
| Q3 25 | $1.3B | $203.0M | ||
| Q2 25 | $1.3B | $200.4M | ||
| Q1 25 | $1.2B | $197.8M | ||
| Q4 24 | $1.2B | $190.5M | ||
| Q3 24 | $1.3B | $187.0M | ||
| Q2 24 | $1.2B | $208.9M |
总资产KMTSFIX
| Q1 26 | $2.7B | — | ||
| Q4 25 | $2.6B | $530.7M | ||
| Q3 25 | $2.5B | $480.6M | ||
| Q2 25 | $2.5B | $484.7M | ||
| Q1 25 | $2.5B | $472.6M | ||
| Q4 24 | $2.4B | $507.1M | ||
| Q3 24 | $2.5B | $486.9M | ||
| Q2 24 | $2.5B | $537.0M |
负债/权益比KMTSFIX
| Q1 26 | — | — | ||
| Q4 25 | 0.45× | — | ||
| Q3 25 | 0.46× | — | ||
| Q2 25 | 0.46× | — | ||
| Q1 25 | 0.48× | — | ||
| Q4 24 | 0.49× | — | ||
| Q3 24 | 0.47× | — | ||
| Q2 24 | 0.48× | — |
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KMTSFIX
| Q1 26 | — | — | ||
| Q4 25 | $55.1M | $10.9M | ||
| Q3 25 | $17.5M | $7.0M | ||
| Q2 25 | $78.6M | $20.5M | ||
| Q1 25 | $28.8M | $-16.2M | ||
| Q4 24 | $55.2M | $14.3M | ||
| Q3 24 | $45.7M | $8.2M | ||
| Q2 24 | $113.6M | $21.7M |
自由现金流KMTSFIX
| Q1 26 | — | — | ||
| Q4 25 | $42.4M | $5.6M | ||
| Q3 25 | $-5.5M | $2.8M | ||
| Q2 25 | $57.1M | $16.0M | ||
| Q1 25 | $5.3M | $-19.4M | ||
| Q4 24 | $35.9M | $9.9M | ||
| Q3 24 | $21.0M | $4.5M | ||
| Q2 24 | $90.3M | $18.9M |
自由现金流率KMTSFIX
| Q1 26 | — | — | ||
| Q4 25 | 8.0% | 1.6% | ||
| Q3 25 | -1.1% | 0.9% | ||
| Q2 25 | 11.1% | 4.9% | ||
| Q1 25 | 1.1% | -6.2% | ||
| Q4 24 | 7.5% | 3.1% | ||
| Q3 24 | 4.4% | 1.4% | ||
| Q2 24 | 16.6% | 5.9% |
资本支出强度KMTSFIX
| Q1 26 | — | — | ||
| Q4 25 | 2.4% | 1.6% | ||
| Q3 25 | 4.6% | 1.4% | ||
| Q2 25 | 4.2% | 1.4% | ||
| Q1 25 | 4.8% | 1.0% | ||
| Q4 24 | 4.0% | 1.4% | ||
| Q3 24 | 5.1% | 1.2% | ||
| Q2 24 | 4.3% | 0.9% |
现金转化率KMTSFIX
| Q1 26 | — | — | ||
| Q4 25 | 1.63× | — | ||
| Q3 25 | 0.75× | — | ||
| Q2 25 | 3.64× | — | ||
| Q1 25 | 0.92× | — | ||
| Q4 24 | 3.08× | — | ||
| Q3 24 | 2.07× | — | ||
| Q2 24 | 3.06× | — |
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
KMT
| Americas | $298.3M | 50% |
| EMEA | $174.0M | 29% |
| Asia Pacific | $120.3M | 20% |
SFIX
暂无分部数据
