vs
OXFORD INDUSTRIES INC（OXM）与UiPath, Inc.（PATH）财务数据对比。点击上方公司名可切换其他公司
UiPath, Inc.的季度营收约是OXFORD INDUSTRIES INC的1.3倍（$411.1M vs $307.3M），UiPath, Inc.净利率更高（48.4% vs -20.7%，领先69.1%），UiPath, Inc.同比增速更快（15.9% vs -0.2%），UiPath, Inc.自由现金流更多（$25.1M vs $-47.9M），过去两年UiPath, Inc.的营收复合增速更高（0.7% vs -3.0%）
牛津工业公司是美国一家上市服装企业，主打高端服装及服饰产品，旗下拥有多个知名品牌，包括汤米·巴哈马、莉莉·普利策、强尼·瓦斯和萨瑟恩泰德等。
UiPath是一家全球化软件企业，专注于开发人工智能、智能自动化及流程编排类软件，其产品支持用户搭建与调度AI代理，实现复杂业务流程、工作流的自动化运行，助力各行业客户提升运营效率、降低人力成本。
OXM vs PATH — 直观对比
营收规模更大
PATH
是对方的1.3倍
$307.3M
营收增速更快
PATH
高出16.1%
-0.2%
净利率更高
PATH
高出69.1%
-20.7%
自由现金流更多
PATH
多$73.0M
$-47.9M
两年增速更快
PATH
近两年复合增速
-3.0%
损益表 — Q3 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $307.3M | $411.1M |
| 净利润 | $-63.7M | $198.8M |
| 毛利率 | 60.3% | 83.3% |
| 营业利润率 | -27.7% | 3.2% |
| 净利率 | -20.7% | 48.4% |
| 营收同比 | -0.2% | 15.9% |
| 净利润同比 | -1517.6% | 1966.2% |
| 每股收益（稀释后） | $-4.28 | $0.37 |
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OXMPATH
| Q4 25 | $307.3M | $411.1M | ||
| Q3 25 | $403.1M | $361.7M | ||
| Q2 25 | $392.9M | $356.6M | ||
| Q1 25 | — | $423.6M | ||
| Q4 24 | $308.0M | $354.7M | ||
| Q3 24 | $419.9M | $316.3M | ||
| Q2 24 | $398.2M | $335.1M | ||
| Q1 24 | $404.4M | $405.3M |
净利润OXMPATH
| Q4 25 | $-63.7M | $198.8M | ||
| Q3 25 | $16.7M | $1.6M | ||
| Q2 25 | $26.2M | $-22.6M | ||
| Q1 25 | — | $51.8M | ||
| Q4 24 | $-3.9M | $-10.7M | ||
| Q3 24 | $40.6M | $-86.1M | ||
| Q2 24 | $38.4M | $-28.7M | ||
| Q1 24 | $-60.1M | $33.9M |
毛利率OXMPATH
| Q4 25 | 60.3% | 83.3% | ||
| Q3 25 | 61.4% | 82.2% | ||
| Q2 25 | 64.2% | 82.1% | ||
| Q1 25 | — | 84.8% | ||
| Q4 24 | 63.1% | 82.0% | ||
| Q3 24 | 63.1% | 80.0% | ||
| Q2 24 | 64.9% | 83.5% | ||
| Q1 24 | 60.9% | 86.8% |
营业利润率OXMPATH
| Q4 25 | -27.7% | 3.2% | ||
| Q3 25 | 6.3% | -5.6% | ||
| Q2 25 | 9.2% | -4.6% | ||
| Q1 25 | — | 7.9% | ||
| Q4 24 | -2.0% | -12.2% | ||
| Q3 24 | 12.5% | -32.7% | ||
| Q2 24 | 13.2% | -14.8% | ||
| Q1 24 | -20.1% | 3.7% |
净利率OXMPATH
| Q4 25 | -20.7% | 48.4% | ||
| Q3 25 | 4.1% | 0.4% | ||
| Q2 25 | 6.7% | -6.3% | ||
| Q1 25 | — | 12.2% | ||
| Q4 24 | -1.3% | -3.0% | ||
| Q3 24 | 9.7% | -27.2% | ||
| Q2 24 | 9.6% | -8.6% | ||
| Q1 24 | -14.9% | 8.4% |
每股收益（稀释后）OXMPATH
| Q4 25 | $-4.28 | $0.37 | ||
| Q3 25 | $1.12 | $0.00 | ||
| Q2 25 | $1.70 | $-0.04 | ||
| Q1 25 | — | $0.09 | ||
| Q4 24 | $-0.25 | $-0.02 | ||
| Q3 24 | $2.57 | $-0.15 | ||
| Q2 24 | $2.42 | $-0.05 | ||
| Q1 24 | $-3.72 | $0.07 |
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 | $8.0M | $1.4B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $528.0M | $1.9B |
| 总资产 | $1.3B | $2.9B |
| 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OXMPATH
| Q4 25 | $8.0M | $1.4B | ||
| Q3 25 | $6.9M | $1.4B | ||
| Q2 25 | $8.2M | $1.6B | ||
| Q1 25 | — | $1.6B | ||
| Q4 24 | $7.0M | $1.6B | ||
| Q3 24 | $18.4M | $1.7B | ||
| Q2 24 | $7.7M | $1.9B | ||
| Q1 24 | $7.6M | $1.9B |
总债务OXMPATH
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $29.0M | — |
股东权益OXMPATH
| Q4 25 | $528.0M | $1.9B | ||
| Q3 25 | $597.1M | $1.7B | ||
| Q2 25 | $592.4M | $1.7B | ||
| Q1 25 | — | $1.8B | ||
| Q4 24 | $612.2M | $1.7B | ||
| Q3 24 | $621.6M | $1.8B | ||
| Q2 24 | $592.9M | $2.0B | ||
| Q1 24 | $560.9M | $2.0B |
总资产OXMPATH
| Q4 25 | $1.3B | $2.9B | ||
| Q3 25 | $1.3B | $2.6B | ||
| Q2 25 | $1.3B | $2.6B | ||
| Q1 25 | — | $2.9B | ||
| Q4 24 | $1.2B | $2.7B | ||
| Q3 24 | $1.2B | $2.7B | ||
| Q2 24 | $1.2B | $2.8B | ||
| Q1 24 | $1.1B | $3.0B |
负债/权益比OXMPATH
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 0.05× | — |
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 | $-9.1M | $28.3M |
| 自由现金流经营现金流 - 资本支出 | $-47.9M | $25.1M |
| 自由现金流率自由现金流/营收 | -15.6% | 6.1% |
| 资本支出强度资本支出/营收 | 12.6% | 0.8% |
| 现金转化率经营现金流/净利润 | — | 0.14× |
| 过去12个月自由现金流最近4个季度 | $-79.9M | — |
8季度趋势，按日历期对齐
经营现金流OXMPATH
| Q4 25 | $-9.1M | $28.3M | ||
| Q3 25 | $83.5M | $41.6M | ||
| Q2 25 | $-3.9M | $119.0M | ||
| Q1 25 | — | $146.1M | ||
| Q4 24 | $-18.2M | $28.1M | ||
| Q3 24 | $88.8M | $46.4M | ||
| Q2 24 | $32.9M | $100.0M | ||
| Q1 24 | $74.9M | $145.6M |
自由现金流OXMPATH
| Q4 25 | $-47.9M | $25.1M | ||
| Q3 25 | $52.3M | — | ||
| Q2 25 | $-27.4M | $106.2M | ||
| Q1 25 | — | $138.7M | ||
| Q4 24 | $-56.9M | $23.2M | ||
| Q3 24 | $47.2M | $45.0M | ||
| Q2 24 | $21.0M | $98.8M | ||
| Q1 24 | $55.3M | $141.8M |
自由现金流率OXMPATH
| Q4 25 | -15.6% | 6.1% | ||
| Q3 25 | 13.0% | — | ||
| Q2 25 | -7.0% | 29.8% | ||
| Q1 25 | — | 32.7% | ||
| Q4 24 | -18.5% | 6.5% | ||
| Q3 24 | 11.2% | 14.2% | ||
| Q2 24 | 5.3% | 29.5% | ||
| Q1 24 | 13.7% | 35.0% |
资本支出强度OXMPATH
| Q4 25 | 12.6% | 0.8% | ||
| Q3 25 | 7.7% | 0.0% | ||
| Q2 25 | 6.0% | 3.6% | ||
| Q1 25 | — | 1.7% | ||
| Q4 24 | 12.6% | 1.4% | ||
| Q3 24 | 9.9% | 0.4% | ||
| Q2 24 | 3.0% | 0.4% | ||
| Q1 24 | 4.8% | 0.9% |
现金转化率OXMPATH
| Q4 25 | — | 0.14× | ||
| Q3 25 | 5.00× | 26.25× | ||
| Q2 25 | -0.15× | — | ||
| Q1 25 | — | 2.82× | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.19× | — | ||
| Q2 24 | 0.86× | — | ||
| Q1 24 | — | 4.29× |
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
OXM
| Sales Channel Retail | $162.9M | 53% |
| Sales Channel Wholesale | $61.3M | 20% |
| Johnny Was | $45.4M | 15% |
| Sales Channel Food And Beverage | $29.3M | 10% |
| Other Foreign Countries | $9.0M | 3% |
PATH
| Subscription Services | $247.6M | 60% |
| License | $150.0M | 36% |
| Professional Services And Other | $13.5M | 3% |
