vs
罗技（LOGI）与STEVEN MADDEN, LTD.（SHOO）财务数据对比。点击上方公司名可切换其他公司
罗技的季度营收约是STEVEN MADDEN, LTD.的1.9倍（$1.4B vs $749.8M），罗技净利率更高（17.7% vs 3.3%，领先14.4%），STEVEN MADDEN, LTD.同比增速更快（29.5% vs 6.1%），罗技自由现金流更多（$465.6M vs $80.8M），过去两年罗技的营收复合增速更高（18.5% vs 16.7%）
罗技国际是总部位于瑞士洛桑的跨国企业，专注于计算机外设及相关软件的研发与生产，在欧洲、亚洲、大洋洲、美洲均设有分支机构，为瑞士市场指数成分股，同时在纳斯达克交易所挂牌上市。
Steven Madden, Ltd.是一家上市时尚企业，专注于鞋履及潮流配饰的设计与营销，总部位于纽约长岛市。旗下拥有Dolce Vita、Betsey Johnson、Blondo、BB Dakota、Mad Love等品牌，同时获得Anne Klein、Superga等品牌的授权开展相关业务。
LOGI vs SHOO — 直观对比
营收规模更大
LOGI
是对方的1.9倍
$749.8M
营收增速更快
SHOO
高出23.5%
6.1%
净利率更高
LOGI
高出14.4%
3.3%
自由现金流更多
LOGI
多$384.8M
$80.8M
两年增速更快
LOGI
近两年复合增速
16.7%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $749.8M |
| 净利润 | $251.0M | $24.7M |
| 毛利率 | 43.2% | 42.6% |
| 营业利润率 | 20.1% | 4.8% |
| 净利率 | 17.7% | 3.3% |
| 营收同比 | 6.1% | 29.5% |
| 净利润同比 | 25.4% | -34.8% |
| 每股收益（稀释后） | $1.69 | $0.33 |
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LOGISHOO
| Q4 25 | $1.4B | $749.8M | ||
| Q3 25 | $1.2B | $664.2M | ||
| Q2 25 | $1.1B | $556.1M | ||
| Q1 25 | $1.0B | $551.4M | ||
| Q4 24 | $1.3B | $578.8M | ||
| Q3 24 | $1.1B | $621.2M | ||
| Q2 24 | $1.1B | $521.7M | ||
| Q1 24 | $1.0B | $550.6M |
净利润LOGISHOO
| Q4 25 | $251.0M | $24.7M | ||
| Q3 25 | $170.7M | $20.5M | ||
| Q2 25 | $146.0M | $-38.7M | ||
| Q1 25 | $144.1M | $41.3M | ||
| Q4 24 | $200.1M | $37.8M | ||
| Q3 24 | $145.5M | $55.3M | ||
| Q2 24 | $141.8M | $36.9M | ||
| Q1 24 | $167.6M | $44.6M |
毛利率LOGISHOO
| Q4 25 | 43.2% | 42.6% | ||
| Q3 25 | 43.4% | 41.8% | ||
| Q2 25 | 41.7% | 40.6% | ||
| Q1 25 | 43.1% | 41.0% | ||
| Q4 24 | 42.9% | 40.7% | ||
| Q3 24 | 43.6% | 41.8% | ||
| Q2 24 | 42.8% | 41.6% | ||
| Q1 24 | 43.2% | 40.8% |
营业利润率LOGISHOO
| Q4 25 | 20.1% | 4.8% | ||
| Q3 25 | 16.1% | 4.7% | ||
| Q2 25 | 14.1% | -7.2% | ||
| Q1 25 | 10.5% | 9.7% | ||
| Q4 24 | 17.5% | 8.1% | ||
| Q3 24 | 14.4% | 12.0% | ||
| Q2 24 | 14.1% | 9.0% | ||
| Q1 24 | 12.9% | 10.3% |
净利率LOGISHOO
| Q4 25 | 17.7% | 3.3% | ||
| Q3 25 | 14.4% | 3.1% | ||
| Q2 25 | 12.7% | -7.0% | ||
| Q1 25 | 14.3% | 7.5% | ||
| Q4 24 | 14.9% | 6.5% | ||
| Q3 24 | 13.0% | 8.9% | ||
| Q2 24 | 13.0% | 7.1% | ||
| Q1 24 | 16.6% | 8.1% |
每股收益（稀释后）LOGISHOO
| Q4 25 | $1.69 | $0.33 | ||
| Q3 25 | $1.15 | $0.29 | ||
| Q2 25 | $0.98 | $-0.56 | ||
| Q1 25 | $0.94 | $0.57 | ||
| Q4 24 | $1.32 | $0.49 | ||
| Q3 24 | $0.95 | $0.77 | ||
| Q2 24 | $0.92 | $0.49 | ||
| Q1 24 | $1.07 | $0.60 |
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 | $1.8B | $112.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.3B | $866.4M |
| 总资产 | $4.1B | $1.9B |
| 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LOGISHOO
| Q4 25 | $1.8B | $112.4M | ||
| Q3 25 | $1.4B | $140.0K | ||
| Q2 25 | $1.5B | $111.9M | ||
| Q1 25 | $1.5B | $147.2M | ||
| Q4 24 | $1.5B | $203.4M | ||
| Q3 24 | $1.4B | $11.1M | ||
| Q2 24 | $1.5B | $192.2M | ||
| Q1 24 | $1.5B | $143.1M |
股东权益LOGISHOO
| Q4 25 | $2.3B | $866.4M | ||
| Q3 25 | $2.1B | $850.8M | ||
| Q2 25 | $2.2B | $833.2M | ||
| Q1 25 | $2.1B | $875.3M | ||
| Q4 24 | $2.1B | $847.7M | ||
| Q3 24 | $2.1B | $833.9M | ||
| Q2 24 | $2.2B | $808.3M | ||
| Q1 24 | $2.2B | $825.2M |
总资产LOGISHOO
| Q4 25 | $4.1B | $1.9B | ||
| Q3 25 | $3.7B | $2.0B | ||
| Q2 25 | $3.7B | $1.9B | ||
| Q1 25 | $3.5B | $1.4B | ||
| Q4 24 | $3.7B | $1.4B | ||
| Q3 24 | $3.6B | $1.5B | ||
| Q2 24 | $3.7B | $1.4B | ||
| Q1 24 | $3.6B | $1.3B |
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 | $480.5M | $91.1M |
| 自由现金流经营现金流 - 资本支出 | $465.6M | $80.8M |
| 自由现金流率自由现金流/营收 | 32.8% | 10.8% |
| 资本支出强度资本支出/营收 | 1.0% | 1.4% |
| 现金转化率经营现金流/净利润 | 1.91× | 3.70× |
| 过去12个月自由现金流最近4个季度 | $903.6M | $119.5M |
8季度趋势，按日历期对齐
经营现金流LOGISHOO
| Q4 25 | $480.5M | $91.1M | ||
| Q3 25 | $228.8M | $23.4M | ||
| Q2 25 | $125.0M | $66.5M | ||
| Q1 25 | $129.7M | $-18.8M | ||
| Q4 24 | $370.9M | $103.9M | ||
| Q3 24 | $166.0M | $444.0K | ||
| Q2 24 | $176.0M | $109.5M | ||
| Q1 24 | $239.1M | $-15.7M |
自由现金流LOGISHOO
| Q4 25 | $465.6M | $80.8M | ||
| Q3 25 | $212.3M | $8.6M | ||
| Q2 25 | $108.8M | $58.8M | ||
| Q1 25 | $116.9M | $-28.7M | ||
| Q4 24 | $356.6M | $94.6M | ||
| Q3 24 | $151.5M | $-6.9M | ||
| Q2 24 | $161.4M | $104.2M | ||
| Q1 24 | $228.8M | $-19.7M |
自由现金流率LOGISHOO
| Q4 25 | 32.8% | 10.8% | ||
| Q3 25 | 17.9% | 1.3% | ||
| Q2 25 | 9.5% | 10.6% | ||
| Q1 25 | 11.6% | -5.2% | ||
| Q4 24 | 26.6% | 16.3% | ||
| Q3 24 | 13.6% | -1.1% | ||
| Q2 24 | 14.8% | 20.0% | ||
| Q1 24 | 22.6% | -3.6% |
资本支出强度LOGISHOO
| Q4 25 | 1.0% | 1.4% | ||
| Q3 25 | 1.4% | 2.2% | ||
| Q2 25 | 1.4% | 1.4% | ||
| Q1 25 | 1.3% | 1.8% | ||
| Q4 24 | 1.1% | 1.6% | ||
| Q3 24 | 1.3% | 1.2% | ||
| Q2 24 | 1.3% | 1.0% | ||
| Q1 24 | 1.0% | 0.7% |
现金转化率LOGISHOO
| Q4 25 | 1.91× | 3.70× | ||
| Q3 25 | 1.34× | 1.14× | ||
| Q2 25 | 0.86× | — | ||
| Q1 25 | 0.90× | -0.46× | ||
| Q4 24 | 1.85× | 2.75× | ||
| Q3 24 | 1.14× | 0.01× | ||
| Q2 24 | 1.24× | 2.96× | ||
| Q1 24 | 1.43× | -0.35× |
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
LOGI
| Retail Gaming | $482.7M | 34% |
| Retail Keyboards Desktops | $254.6M | 18% |
| Retail Pointing Devices | $241.2M | 17% |
| Retail Video Collaboration | $193.3M | 14% |
| Retail Tablet And Other Accessories | $93.6M | 7% |
| Retail Webcams | $82.3M | 6% |
| Retail Headsets | $45.9M | 3% |
| Other Retail Products | $28.0M | 2% |
SHOO
暂无分部数据
