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OXFORD INDUSTRIES INC（OXM）与ROYAL GOLD INC（RGLD）财务数据对比。点击上方公司名可切换其他公司
ROYAL GOLD INC的季度营收约是OXFORD INDUSTRIES INC的1.2倍（$375.3M vs $307.3M），ROYAL GOLD INC净利率更高（24.9% vs -20.7%，领先45.7%），ROYAL GOLD INC同比增速更快（85.3% vs -0.2%），过去两年ROYAL GOLD INC的营收复合增速更高（58.8% 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。
Royal Gold Inc.是全球领先的贵金属流权与特许权经营企业，收购并管理多元化的矿业项目流权、净熔炼收益特许权及相关权益，资产覆盖黄金、白银、铜等品类，业务遍及多地区，无需直接承担采矿运营风险。
OXM vs RGLD — 直观对比
营收规模更大
RGLD
是对方的1.2倍
$307.3M
营收增速更快
RGLD
高出85.5%
-0.2%
净利率更高
RGLD
高出45.7%
-20.7%
两年增速更快
RGLD
近两年复合增速
-3.0%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $307.3M | $375.3M |
| 净利润 | $-63.7M | $93.6M |
| 毛利率 | 60.3% | 64.6% |
| 营业利润率 | -27.7% | 56.2% |
| 净利率 | -20.7% | 24.9% |
| 营收同比 | -0.2% | 85.3% |
| 净利润同比 | -1517.6% | -12.8% |
| 每股收益（稀释后） | $-4.28 | $1.04 |
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OXMRGLD
| Q4 25 | $307.3M | $375.3M | ||
| Q3 25 | $403.1M | $252.1M | ||
| Q2 25 | $392.9M | $209.6M | ||
| Q1 25 | — | $193.4M | ||
| Q4 24 | $308.0M | $202.6M | ||
| Q3 24 | $419.9M | $193.8M | ||
| Q2 24 | $398.2M | $174.1M | ||
| Q1 24 | $404.4M | $148.9M |
净利润OXMRGLD
| Q4 25 | $-63.7M | $93.6M | ||
| Q3 25 | $16.7M | $126.8M | ||
| Q2 25 | $26.2M | $132.3M | ||
| Q1 25 | — | $113.5M | ||
| Q4 24 | $-3.9M | $107.4M | ||
| Q3 24 | $40.6M | $96.2M | ||
| Q2 24 | $38.4M | $81.2M | ||
| Q1 24 | $-60.1M | $47.2M |
毛利率OXMRGLD
| Q4 25 | 60.3% | 64.6% | ||
| Q3 25 | 61.4% | 73.6% | ||
| Q2 25 | 64.2% | 72.6% | ||
| Q1 25 | — | 69.4% | ||
| Q4 24 | 63.1% | 70.3% | ||
| Q3 24 | 63.1% | 66.6% | ||
| Q2 24 | 64.9% | 64.7% | ||
| Q1 24 | 60.9% | 58.4% |
营业利润率OXMRGLD
| Q4 25 | -27.7% | 56.2% | ||
| Q3 25 | 6.3% | 64.4% | ||
| Q2 25 | 9.2% | 67.7% | ||
| Q1 25 | — | 63.6% | ||
| Q4 24 | -2.0% | 65.9% | ||
| Q3 24 | 12.5% | 61.3% | ||
| Q2 24 | 13.2% | 58.6% | ||
| Q1 24 | -20.1% | 50.7% |
净利率OXMRGLD
| Q4 25 | -20.7% | 24.9% | ||
| Q3 25 | 4.1% | 50.3% | ||
| Q2 25 | 6.7% | 63.1% | ||
| Q1 25 | — | 58.7% | ||
| Q4 24 | -1.3% | 53.0% | ||
| Q3 24 | 9.7% | 49.7% | ||
| Q2 24 | 9.6% | 46.6% | ||
| Q1 24 | -14.9% | 31.7% |
每股收益（稀释后）OXMRGLD
| Q4 25 | $-4.28 | $1.04 | ||
| Q3 25 | $1.12 | $1.92 | ||
| Q2 25 | $1.70 | $2.01 | ||
| Q1 25 | — | $1.72 | ||
| Q4 24 | $-0.25 | $1.63 | ||
| Q3 24 | $2.57 | $1.46 | ||
| Q2 24 | $2.42 | $1.23 | ||
| Q1 24 | $-3.72 | $0.72 |
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 | $233.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $528.0M | $7.2B |
| 总资产 | $1.3B | $9.5B |
| 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OXMRGLD
| Q4 25 | $8.0M | $233.7M | ||
| Q3 25 | $6.9M | $172.8M | ||
| Q2 25 | $8.2M | $248.2M | ||
| Q1 25 | — | $240.8M | ||
| Q4 24 | $7.0M | $195.5M | ||
| Q3 24 | $18.4M | $127.9M | ||
| Q2 24 | $7.7M | $74.2M | ||
| Q1 24 | $7.6M | $137.9M |
总债务OXMRGLD
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $0 | ||
| Q2 24 | — | $50.0M | ||
| Q1 24 | $29.0M | — |
股东权益OXMRGLD
| Q4 25 | $528.0M | $7.2B | ||
| Q3 25 | $597.1M | $3.4B | ||
| Q2 25 | $592.4M | $3.3B | ||
| Q1 25 | — | $3.2B | ||
| Q4 24 | $612.2M | $3.1B | ||
| Q3 24 | $621.6M | $3.0B | ||
| Q2 24 | $592.9M | $3.0B | ||
| Q1 24 | $560.9M | $2.9B |
总资产OXMRGLD
| Q4 25 | $1.3B | $9.5B | ||
| Q3 25 | $1.3B | $4.5B | ||
| Q2 25 | $1.3B | $3.6B | ||
| Q1 25 | — | $3.5B | ||
| Q4 24 | $1.2B | $3.4B | ||
| Q3 24 | $1.2B | $3.3B | ||
| Q2 24 | $1.2B | $3.3B | ||
| Q1 24 | $1.1B | $3.3B |
负债/权益比OXMRGLD
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.02× | ||
| 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 | $241.7M |
| 自由现金流经营现金流 - 资本支出 | $-47.9M | — |
| 自由现金流率自由现金流/营收 | -15.6% | — |
| 资本支出强度资本支出/营收 | 12.6% | — |
| 现金转化率经营现金流/净利润 | — | 2.58× |
| 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OXMRGLD
| Q4 25 | $-9.1M | $241.7M | ||
| Q3 25 | $83.5M | $174.0M | ||
| Q2 25 | $-3.9M | $152.8M | ||
| Q1 25 | — | $136.4M | ||
| Q4 24 | $-18.2M | $141.1M | ||
| Q3 24 | $88.8M | $136.7M | ||
| Q2 24 | $32.9M | $113.5M | ||
| Q1 24 | $74.9M | $138.3M |
自由现金流OXMRGLD
| Q4 25 | $-47.9M | — | ||
| Q3 25 | $52.3M | — | ||
| Q2 25 | $-27.4M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $-56.9M | — | ||
| Q3 24 | $47.2M | — | ||
| Q2 24 | $21.0M | — | ||
| Q1 24 | $55.3M | — |
自由现金流率OXMRGLD
| Q4 25 | -15.6% | — | ||
| Q3 25 | 13.0% | — | ||
| Q2 25 | -7.0% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | -18.5% | — | ||
| Q3 24 | 11.2% | — | ||
| Q2 24 | 5.3% | — | ||
| Q1 24 | 13.7% | — |
资本支出强度OXMRGLD
| Q4 25 | 12.6% | — | ||
| Q3 25 | 7.7% | — | ||
| Q2 25 | 6.0% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 12.6% | — | ||
| Q3 24 | 9.9% | — | ||
| Q2 24 | 3.0% | — | ||
| Q1 24 | 4.8% | — |
现金转化率OXMRGLD
| Q4 25 | — | 2.58× | ||
| Q3 25 | 5.00× | 1.37× | ||
| Q2 25 | -0.15× | 1.15× | ||
| Q1 25 | — | 1.20× | ||
| Q4 24 | — | 1.31× | ||
| Q3 24 | 2.19× | 1.42× | ||
| Q2 24 | 0.86× | 1.40× | ||
| Q1 24 | — | 2.93× |
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% |
RGLD
| Gold | $216.9M | 58% |
| Pueblo Viejo | $47.3M | 13% |
| Andacollo | $32.6M | 9% |
| Silver | $32.1M | 9% |
| Other | $27.2M | 7% |
| Copper | $13.7M | 4% |
| Cortez Legacy Zone | $5.4M | 1% |
