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Kontoor Brands, Inc.（KTB）与VEEVA SYSTEMS INC（VEEV）财务数据对比。点击上方公司名可切换其他公司
Kontoor Brands, Inc.的季度营收约是VEEVA SYSTEMS INC的1.1倍（$853.2M vs $811.2M），VEEVA SYSTEMS INC净利率更高（29.1% vs 4.3%，领先24.8%），Kontoor Brands, Inc.同比增速更快（27.3% vs 16.0%），过去两年Kontoor Brands, Inc.的营收复合增速更高（14.2% vs 13.4%）
Kontoor Brands是美国知名服装企业，2019年5月从威富集团分拆独立运营，旗下拥有Lee、Wrangler、Helly Hansen等国际知名服饰品牌，面向全球市场销售各类服饰产品，在休闲服饰及户外功能服饰领域拥有广泛的消费者基础。
Veeva Systems Inc总部位于美国加利福尼亚州普莱森顿，是一家公益类上市企业，专注为生命科学行业提供云软件、数据服务及商业咨询，旗下产品可实现数据管理、监管注册跟踪、供应链全流程监督等多项功能。
KTB vs VEEV — 直观对比
营收规模更大
KTB
是对方的1.1倍
$811.2M
营收增速更快
KTB
高出11.3%
16.0%
净利率更高
VEEV
高出24.8%
4.3%
两年增速更快
KTB
近两年复合增速
13.4%
损益表 — Q3 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $853.2M | $811.2M |
| 净利润 | $36.9M | $236.2M |
| 毛利率 | 41.3% | 75.4% |
| 营业利润率 | 7.5% | 29.7% |
| 净利率 | 4.3% | 29.1% |
| 营收同比 | 27.3% | 16.0% |
| 净利润同比 | -47.6% | 27.1% |
| 每股收益（稀释后） | $0.66 | $1.40 |
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KTBVEEV
| Q4 25 | — | $811.2M | ||
| Q3 25 | $853.2M | $789.1M | ||
| Q2 25 | $658.3M | $759.0M | ||
| Q1 25 | $622.9M | $720.9M | ||
| Q4 24 | $699.3M | $699.2M | ||
| Q3 24 | $670.2M | $676.2M | ||
| Q2 24 | $606.9M | $650.3M | ||
| Q1 24 | $631.2M | $630.6M |
净利润KTBVEEV
| Q4 25 | — | $236.2M | ||
| Q3 25 | $36.9M | $200.3M | ||
| Q2 25 | $73.9M | $228.2M | ||
| Q1 25 | $42.9M | $195.6M | ||
| Q4 24 | $64.0M | $185.8M | ||
| Q3 24 | $70.5M | $171.0M | ||
| Q2 24 | $51.8M | $161.7M | ||
| Q1 24 | $59.5M | $147.4M |
毛利率KTBVEEV
| Q4 25 | — | 75.4% | ||
| Q3 25 | 41.3% | 75.3% | ||
| Q2 25 | 46.3% | 77.1% | ||
| Q1 25 | 47.5% | 74.9% | ||
| Q4 24 | 43.7% | 75.1% | ||
| Q3 24 | 44.7% | 74.8% | ||
| Q2 24 | 44.7% | 73.3% | ||
| Q1 24 | 45.2% | 72.4% |
营业利润率KTBVEEV
| Q4 25 | — | 29.7% | ||
| Q3 25 | 7.5% | 24.8% | ||
| Q2 25 | 11.9% | 30.8% | ||
| Q1 25 | 11.8% | 26.1% | ||
| Q4 24 | 12.1% | 25.9% | ||
| Q3 24 | 14.7% | 24.6% | ||
| Q2 24 | 12.4% | 23.9% | ||
| Q1 24 | 13.4% | 21.4% |
净利率KTBVEEV
| Q4 25 | — | 29.1% | ||
| Q3 25 | 4.3% | 25.4% | ||
| Q2 25 | 11.2% | 30.1% | ||
| Q1 25 | 6.9% | 27.1% | ||
| Q4 24 | 9.1% | 26.6% | ||
| Q3 24 | 10.5% | 25.3% | ||
| Q2 24 | 8.5% | 24.9% | ||
| Q1 24 | 9.4% | 23.4% |
每股收益（稀释后）KTBVEEV
| Q4 25 | — | $1.40 | ||
| Q3 25 | $0.66 | $1.19 | ||
| Q2 25 | $1.32 | $1.37 | ||
| Q1 25 | $0.76 | $1.17 | ||
| Q4 24 | $1.13 | $1.13 | ||
| Q3 24 | $1.26 | $1.04 | ||
| Q2 24 | $0.92 | $0.98 | ||
| Q1 24 | $1.05 | $0.90 |
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 | $82.4M | $1.7B |
| 总债务越低越好 | $1.3B | — |
| 股东权益账面价值 | $529.6M | $7.0B |
| 总资产 | $2.9B | $8.1B |
| 负债/权益比越低杠杆越低 | 2.53× | — |
8季度趋势，按日历期对齐
现金及短期投资KTBVEEV
| Q4 25 | — | $1.7B | ||
| Q3 25 | $82.4M | $1.9B | ||
| Q2 25 | $107.5M | $2.0B | ||
| Q1 25 | $356.7M | $1.1B | ||
| Q4 24 | $334.1M | $1.0B | ||
| Q3 24 | $269.4M | $1.2B | ||
| Q2 24 | $224.3M | $1.2B | ||
| Q1 24 | $215.1M | $703.5M |
总债务KTBVEEV
| Q4 25 | — | — | ||
| Q3 25 | $1.3B | — | ||
| Q2 25 | $1.4B | — | ||
| Q1 25 | $735.6M | — | ||
| Q4 24 | $740.3M | — | ||
| Q3 24 | $745.0M | — | ||
| Q2 24 | $749.7M | — | ||
| Q1 24 | $779.2M | — |
股东权益KTBVEEV
| Q4 25 | — | $7.0B | ||
| Q3 25 | $529.6M | $6.6B | ||
| Q2 25 | $498.3M | $6.2B | ||
| Q1 25 | $426.7M | $5.8B | ||
| Q4 24 | $400.1M | $5.5B | ||
| Q3 24 | $356.9M | $5.2B | ||
| Q2 24 | $367.2M | $4.9B | ||
| Q1 24 | $387.2M | $4.6B |
总资产KTBVEEV
| Q4 25 | — | $8.1B | ||
| Q3 25 | $2.9B | $8.0B | ||
| Q2 25 | $2.7B | $7.8B | ||
| Q1 25 | $1.7B | $7.3B | ||
| Q4 24 | $1.7B | $6.5B | ||
| Q3 24 | $1.7B | $6.3B | ||
| Q2 24 | $1.6B | $6.2B | ||
| Q1 24 | $1.7B | $5.9B |
负债/权益比KTBVEEV
| Q4 25 | — | — | ||
| Q3 25 | 2.53× | — | ||
| Q2 25 | 2.74× | — | ||
| Q1 25 | 1.72× | — | ||
| Q4 24 | 1.85× | — | ||
| Q3 24 | 2.09× | — | ||
| Q2 24 | 2.04× | — | ||
| Q1 24 | 2.01× | — |
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 | $64.1M | $192.8M |
| 自由现金流经营现金流 - 资本支出 | $55.8M | — |
| 自由现金流率自由现金流/营收 | 6.5% | — |
| 资本支出强度资本支出/营收 | 1.0% | — |
| 现金转化率经营现金流/净利润 | 1.74× | 0.82× |
| 过去12个月自由现金流最近4个季度 | $228.0M | — |
8季度趋势，按日历期对齐
经营现金流KTBVEEV
| Q4 25 | — | $192.8M | ||
| Q3 25 | $64.1M | $238.4M | ||
| Q2 25 | $25.7M | $877.2M | ||
| Q1 25 | $77.6M | $69.5M | ||
| Q4 24 | $82.0M | $164.1M | ||
| Q3 24 | $133.6M | $92.9M | ||
| Q2 24 | $96.2M | $763.5M | ||
| Q1 24 | $56.5M | $57.8M |
自由现金流KTBVEEV
| Q4 25 | — | — | ||
| Q3 25 | $55.8M | — | ||
| Q2 25 | $22.4M | — | ||
| Q1 25 | $74.9M | — | ||
| Q4 24 | $75.0M | — | ||
| Q3 24 | $129.9M | — | ||
| Q2 24 | $92.6M | — | ||
| Q1 24 | $52.0M | — |
自由现金流率KTBVEEV
| Q4 25 | — | — | ||
| Q3 25 | 6.5% | — | ||
| Q2 25 | 3.4% | — | ||
| Q1 25 | 12.0% | — | ||
| Q4 24 | 10.7% | — | ||
| Q3 24 | 19.4% | — | ||
| Q2 24 | 15.3% | — | ||
| Q1 24 | 8.2% | — |
资本支出强度KTBVEEV
| Q4 25 | — | — | ||
| Q3 25 | 1.0% | — | ||
| Q2 25 | 0.5% | — | ||
| Q1 25 | 0.4% | — | ||
| Q4 24 | 1.0% | — | ||
| Q3 24 | 0.6% | — | ||
| Q2 24 | 0.6% | — | ||
| Q1 24 | 0.7% | — |
现金转化率KTBVEEV
| Q4 25 | — | 0.82× | ||
| Q3 25 | 1.74× | 1.19× | ||
| Q2 25 | 0.35× | 3.84× | ||
| Q1 25 | 1.81× | 0.36× | ||
| Q4 24 | 1.28× | 0.88× | ||
| Q3 24 | 1.89× | 0.54× | ||
| Q2 24 | 1.86× | 4.72× | ||
| Q1 24 | 0.95× | 0.39× |
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
KTB
| International Member | $292.0M | 34% |
| CTC Triangle B.V | $192.7M | 23% |
| Lee Segment | $186.7M | 22% |
| Helly Hansen Segment | $185.9M | 22% |
VEEV
| Subscription Services Veeva Research And Development | $364.8M | 45% |
| Subscription Services Veeva Commercial Cloud | $317.6M | 39% |
| Professional Services Veeva Research And Development | $81.3M | 10% |
| Professional Services Veeva Commercial Cloud | $47.5M | 6% |
