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Childrens Place, Inc.(PLCE)与Reddit, Inc.(RDDT)财务数据对比。点击上方公司名可切换其他公司
Reddit, Inc.的季度营收约是Childrens Place, Inc.的2.0倍($663.0M vs $339.5M),Reddit, Inc.净利率更高(30.8% vs -1.3%,领先32.0%),Reddit, Inc.同比增速更快(69.0% vs -13.0%),Reddit, Inc.自由现金流更多($311.0M vs $-3.4M),过去两年Reddit, Inc.的营收复合增速更高(53.6% vs -13.6%)
Children’s Place是专业儿童服饰零售商,产品主要以旗下自有品牌发售,涵盖Gymboree、Sugar & Jade、PJ Place、Crazy 8等。目前该品牌在美国、加拿大、波多黎各共开设约525家门店,同时通过两个线上渠道以及15个国家的5家加盟合作伙伴开展销售,产品涵盖上衣、裙装、鞋履、裤装、睡衣、背包等全品类儿童服饰配件。
Reddit是美国知名的社交新闻聚合与论坛类社交媒体平台,注册用户可发布链接、文字帖、图片、视频等各类内容,其他用户可对内容进行点赞或点踩,内容按主题归类到用户创建的子板块中,获赞更高的内容会排在板块前列,热度足够的内容还将展示在全站首页。
PLCE vs RDDT — 直观对比
营收规模更大
RDDT
是对方的2.0倍
$339.5M
营收增速更快
RDDT
高出82.0%
-13.0%
净利率更高
RDDT
高出32.0%
-1.3%
自由现金流更多
RDDT
多$314.4M
$-3.4M
两年增速更快
RDDT
近两年复合增速
-13.6%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $339.5M | $663.0M |
| 净利润 | $-4.3M | $204.0M |
| 毛利率 | 33.1% | 100.0% |
| 营业利润率 | 1.1% | 0.0% |
| 净利率 | -1.3% | 30.8% |
| 营收同比 | -13.0% | 69.0% |
| 净利润同比 | -121.5% | 680.0% |
| 每股收益(稀释后) | $-0.19 | $1.01 |
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
PLCE
RDDT
| Q1 26 | — | $663.0M | ||
| Q4 25 | $339.5M | $725.6M | ||
| Q3 25 | $298.0M | $584.9M | ||
| Q2 25 | $242.1M | $499.6M | ||
| Q1 25 | $408.6M | $392.4M | ||
| Q4 24 | $390.2M | $427.7M | ||
| Q3 24 | $319.7M | $348.4M | ||
| Q2 24 | $267.9M | $281.2M |
净利润
PLCE
RDDT
| Q1 26 | — | $204.0M | ||
| Q4 25 | $-4.3M | $251.6M | ||
| Q3 25 | $-5.4M | $162.7M | ||
| Q2 25 | $-34.0M | $89.3M | ||
| Q1 25 | $-8.0M | $26.2M | ||
| Q4 24 | $20.1M | $71.0M | ||
| Q3 24 | $-32.1M | $29.9M | ||
| Q2 24 | $-37.8M | $-10.1M |
毛利率
PLCE
RDDT
| Q1 26 | — | 100.0% | ||
| Q4 25 | 33.1% | 91.9% | ||
| Q3 25 | 34.0% | 91.0% | ||
| Q2 25 | 29.2% | 90.8% | ||
| Q1 25 | 28.5% | 90.5% | ||
| Q4 24 | 35.5% | 92.6% | ||
| Q3 24 | 35.0% | 90.1% | ||
| Q2 24 | 34.6% | 89.5% |
营业利润率
PLCE
RDDT
| Q1 26 | — | 0.0% | ||
| Q4 25 | 1.1% | 31.9% | ||
| Q3 25 | 1.4% | 23.7% | ||
| Q2 25 | -10.0% | 13.6% | ||
| Q1 25 | 1.7% | 1.0% | ||
| Q4 24 | 7.5% | 12.4% | ||
| Q3 24 | -6.8% | 2.0% | ||
| Q2 24 | -10.4% | -11.0% |
净利率
PLCE
RDDT
| Q1 26 | — | 30.8% | ||
| Q4 25 | -1.3% | 34.7% | ||
| Q3 25 | -1.8% | 27.8% | ||
| Q2 25 | -14.1% | 17.9% | ||
| Q1 25 | -2.0% | 6.7% | ||
| Q4 24 | 5.1% | 16.6% | ||
| Q3 24 | -10.0% | 8.6% | ||
| Q2 24 | -14.1% | -3.6% |
每股收益(稀释后)
PLCE
RDDT
| Q1 26 | — | $1.01 | ||
| Q4 25 | $-0.19 | $1.24 | ||
| Q3 25 | $-0.24 | $0.80 | ||
| Q2 25 | $-1.57 | $0.45 | ||
| Q1 25 | $-0.60 | $0.13 | ||
| Q4 24 | $1.57 | $4.76 | ||
| Q3 24 | $-2.51 | $0.16 | ||
| Q2 24 | $-2.98 | $-0.06 |
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 | $7.3M | $1.4B |
| 总债务越低越好 | $107.4M | — |
| 股东权益账面价值 | $-8.6M | $3.2B |
| 总资产 | $762.5M | $3.5B |
| 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
PLCE
RDDT
| Q1 26 | — | $1.4B | ||
| Q4 25 | $7.3M | $953.6M | ||
| Q3 25 | $7.8M | $911.7M | ||
| Q2 25 | $5.7M | $734.1M | ||
| Q1 25 | $5.3M | $635.7M | ||
| Q4 24 | $5.7M | $562.1M | ||
| Q3 24 | $9.6M | $515.9M | ||
| Q2 24 | $13.0M | $468.0M |
总债务
PLCE
RDDT
| Q1 26 | — | — | ||
| Q4 25 | $107.4M | — | ||
| Q3 25 | $107.2M | — | ||
| Q2 25 | $107.0M | — | ||
| Q1 25 | $166.0M | — | ||
| Q4 24 | $165.7M | — | ||
| Q3 24 | $165.4M | — | ||
| Q2 24 | $166.6M | — |
股东权益
PLCE
RDDT
| Q1 26 | — | $3.2B | ||
| Q4 25 | $-8.6M | $2.9B | ||
| Q3 25 | $-4.9M | $2.6B | ||
| Q2 25 | $1.4M | $2.4B | ||
| Q1 25 | $-59.4M | $2.2B | ||
| Q4 24 | $-49.6M | $2.1B | ||
| Q3 24 | $-68.9M | $2.0B | ||
| Q2 24 | $-34.9M | $1.9B |
总资产
PLCE
RDDT
| Q1 26 | — | $3.5B | ||
| Q4 25 | $762.5M | $3.2B | ||
| Q3 25 | $805.1M | $2.9B | ||
| Q2 25 | $779.6M | $2.6B | ||
| Q1 25 | $747.6M | $2.4B | ||
| Q4 24 | $888.8M | $2.3B | ||
| Q3 24 | $921.4M | $2.2B | ||
| Q2 24 | $848.3M | $2.1B |
负债/权益比
PLCE
RDDT
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 75.63× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $6.2M | — |
| 自由现金流经营现金流 - 资本支出 | $-3.4M | $311.0M |
| 自由现金流率自由现金流/营收 | -1.0% | 46.9% |
| 资本支出强度资本支出/营收 | 2.8% | — |
| 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 | $39.5M | $868.6M |
8季度趋势,按日历期对齐
经营现金流
PLCE
RDDT
| Q1 26 | — | — | ||
| Q4 25 | $6.2M | $266.8M | ||
| Q3 25 | $-30.5M | $185.2M | ||
| Q2 25 | $-43.0M | $111.3M | ||
| Q1 25 | $121.3M | $127.6M | ||
| Q4 24 | $-44.2M | $90.0M | ||
| Q3 24 | $-83.9M | $71.6M | ||
| Q2 24 | $-110.8M | $28.4M |
自由现金流
PLCE
RDDT
| Q1 26 | — | $311.0M | ||
| Q4 25 | $-3.4M | $263.6M | ||
| Q3 25 | $-31.9M | $183.1M | ||
| Q2 25 | $-46.4M | $110.8M | ||
| Q1 25 | $121.2M | $126.6M | ||
| Q4 24 | $-47.7M | $89.2M | ||
| Q3 24 | $-91.7M | $70.3M | ||
| Q2 24 | $-115.5M | $27.2M |
自由现金流率
PLCE
RDDT
| Q1 26 | — | 46.9% | ||
| Q4 25 | -1.0% | 36.3% | ||
| Q3 25 | -10.7% | 31.3% | ||
| Q2 25 | -19.2% | 22.2% | ||
| Q1 25 | 29.7% | 32.3% | ||
| Q4 24 | -12.2% | 20.8% | ||
| Q3 24 | -28.7% | 20.2% | ||
| Q2 24 | -43.1% | 9.7% |
资本支出强度
PLCE
RDDT
| Q1 26 | — | — | ||
| Q4 25 | 2.8% | 0.4% | ||
| Q3 25 | 0.5% | 0.4% | ||
| Q2 25 | 1.4% | 0.1% | ||
| Q1 25 | 0.0% | 0.2% | ||
| Q4 24 | 0.9% | 0.2% | ||
| Q3 24 | 2.4% | 0.4% | ||
| Q2 24 | 1.8% | 0.4% |
现金转化率
PLCE
RDDT
| Q1 26 | — | — | ||
| Q4 25 | — | 1.06× | ||
| Q3 25 | — | 1.14× | ||
| Q2 25 | — | 1.25× | ||
| Q1 25 | — | 4.88× | ||
| Q4 24 | -2.20× | 1.27× | ||
| Q3 24 | — | 2.40× | ||
| Q2 24 | — | — |
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
PLCE
| The Childrens Place US | $307.4M | 91% |
| The Childrens Place International | $32.1M | 9% |
| Gift Cards | $1.7M | 1% |
RDDT
暂无分部数据