vs
Childrens Place, Inc.（PLCE）与Simpson Manufacturing Co., Inc.（SSD）财务数据对比。点击上方公司名可切换其他公司
Simpson Manufacturing Co., Inc.的季度营收约是Childrens Place, Inc.的1.7倍（$588.0M vs $339.5M），Simpson Manufacturing Co., Inc.净利率更高（15.0% vs -1.3%，领先16.3%），Simpson Manufacturing Co., Inc.同比增速更快（9.1% vs -13.0%），过去两年Simpson Manufacturing Co., Inc.的营收复合增速更高（-0.8% 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。
辛普森制造是美国领先的建筑材料生产企业，主营面向新建建筑及改造翻新项目的结构连接件、紧固件、锚固件等专业产品，在建筑配套材料领域具备深厚的技术积累与较高的市场认可度。
PLCE vs SSD — 直观对比
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $339.5M | $588.0M |
| 净利润 | $-4.3M | $88.2M |
| 毛利率 | 33.1% | 45.2% |
| 营业利润率 | 1.1% | 19.5% |
| 净利率 | -1.3% | 15.0% |
| 营收同比 | -13.0% | 9.1% |
| 净利润同比 | -121.5% | 13.3% |
| 每股收益（稀释后） | $-0.19 | $2.13 |
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
| Q1 26 | — | $588.0M | ||
| Q4 25 | $339.5M | $539.3M | ||
| Q3 25 | $298.0M | $623.5M | ||
| Q2 25 | $242.1M | $631.1M | ||
| Q1 25 | $408.6M | $538.9M | ||
| Q4 24 | $390.2M | $517.4M | ||
| Q3 24 | $319.7M | $587.2M | ||
| Q2 24 | $267.9M | $597.0M |
| Q1 26 | — | $88.2M | ||
| Q4 25 | $-4.3M | $56.2M | ||
| Q3 25 | $-5.4M | $107.4M | ||
| Q2 25 | $-34.0M | $103.5M | ||
| Q1 25 | $-8.0M | $77.9M | ||
| Q4 24 | $20.1M | $55.4M | ||
| Q3 24 | $-32.1M | $93.5M | ||
| Q2 24 | $-37.8M | $97.8M |
| Q1 26 | — | 45.2% | ||
| Q4 25 | 33.1% | 43.4% | ||
| Q3 25 | 34.0% | 46.4% | ||
| Q2 25 | 29.2% | 46.7% | ||
| Q1 25 | 28.5% | 46.8% | ||
| Q4 24 | 35.5% | 44.0% | ||
| Q3 24 | 35.0% | 46.8% | ||
| Q2 24 | 34.6% | 46.7% |
| Q1 26 | — | 19.5% | ||
| Q4 25 | 1.1% | 13.9% | ||
| Q3 25 | 1.4% | 22.6% | ||
| Q2 25 | -10.0% | 22.2% | ||
| Q1 25 | 1.7% | 19.0% | ||
| Q4 24 | 7.5% | 14.8% | ||
| Q3 24 | -6.8% | 21.3% | ||
| Q2 24 | -10.4% | 22.1% |
| Q1 26 | — | 15.0% | ||
| Q4 25 | -1.3% | 10.4% | ||
| Q3 25 | -1.8% | 17.2% | ||
| Q2 25 | -14.1% | 16.4% | ||
| Q1 25 | -2.0% | 14.5% | ||
| Q4 24 | 5.1% | 10.7% | ||
| Q3 24 | -10.0% | 15.9% | ||
| Q2 24 | -14.1% | 16.4% |
| Q1 26 | — | $2.13 | ||
| Q4 25 | $-0.19 | $1.34 | ||
| Q3 25 | $-0.24 | $2.58 | ||
| Q2 25 | $-1.57 | $2.47 | ||
| Q1 25 | $-0.60 | $1.85 | ||
| Q4 24 | $1.57 | $1.31 | ||
| Q3 24 | $-2.51 | $2.21 | ||
| Q2 24 | $-2.98 | $2.31 |
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 | $341.0M |
| 总债务越低越好 | $107.4M | — |
| 股东权益账面价值 | $-8.6M | $2.1B |
| 总资产 | $762.5M | $3.0B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q1 26 | — | $341.0M | ||
| Q4 25 | $7.3M | $384.1M | ||
| Q3 25 | $7.8M | $297.3M | ||
| Q2 25 | $5.7M | $190.4M | ||
| Q1 25 | $5.3M | $150.3M | ||
| Q4 24 | $5.7M | $239.4M | ||
| Q3 24 | $9.6M | $339.4M | ||
| Q2 24 | $13.0M | $354.9M |
| Q1 26 | — | — | ||
| Q4 25 | $107.4M | $300.0M | ||
| Q3 25 | $107.2M | $371.3M | ||
| Q2 25 | $107.0M | $376.9M | ||
| Q1 25 | $166.0M | $382.5M | ||
| Q4 24 | $165.7M | $388.1M | ||
| Q3 24 | $165.4M | $393.8M | ||
| Q2 24 | $166.6M | $399.4M |
| Q1 26 | — | $2.1B | ||
| Q4 25 | $-8.6M | $2.0B | ||
| Q3 25 | $-4.9M | $2.0B | ||
| Q2 25 | $1.4M | $1.9B | ||
| Q1 25 | $-59.4M | $1.9B | ||
| Q4 24 | $-49.6M | $1.8B | ||
| Q3 24 | $-68.9M | $1.9B | ||
| Q2 24 | $-34.9M | $1.8B |
| Q1 26 | — | $3.0B | ||
| Q4 25 | $762.5M | $3.1B | ||
| Q3 25 | $805.1M | $3.0B | ||
| Q2 25 | $779.6M | $3.0B | ||
| Q1 25 | $747.6M | $2.8B | ||
| Q4 24 | $888.8M | $2.7B | ||
| Q3 24 | $921.4M | $2.9B | ||
| Q2 24 | $848.3M | $2.8B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.15× | ||
| Q3 25 | — | 0.19× | ||
| Q2 25 | 75.63× | 0.20× | ||
| Q1 25 | — | 0.21× | ||
| Q4 24 | — | 0.21× | ||
| Q3 24 | — | 0.21× | ||
| Q2 24 | — | 0.23× |
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 | — |
| 自由现金流率自由现金流/营收 | -1.0% | — |
| 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 | — |
8季度趋势，按日历期对齐
| Q1 26 | — | — | ||
| Q4 25 | $6.2M | $155.7M | ||
| Q3 25 | $-30.5M | $170.2M | ||
| Q2 25 | $-43.0M | $125.2M | ||
| Q1 25 | $121.3M | $7.6M | ||
| Q4 24 | $-44.2M | $115.8M | ||
| Q3 24 | $-83.9M | $103.3M | ||
| Q2 24 | $-110.8M | $111.1M |
| Q1 26 | — | — | ||
| Q4 25 | $-3.4M | $119.0M | ||
| Q3 25 | $-31.9M | $133.9M | ||
| Q2 25 | $-46.4M | $87.3M | ||
| Q1 25 | $121.2M | $-42.6M | ||
| Q4 24 | $-47.7M | $60.3M | ||
| Q3 24 | $-91.7M | $58.1M | ||
| Q2 24 | $-115.5M | $70.9M |
| Q1 26 | — | — | ||
| Q4 25 | -1.0% | 22.1% | ||
| Q3 25 | -10.7% | 21.5% | ||
| Q2 25 | -19.2% | 13.8% | ||
| Q1 25 | 29.7% | -7.9% | ||
| Q4 24 | -12.2% | 11.7% | ||
| Q3 24 | -28.7% | 9.9% | ||
| Q2 24 | -43.1% | 11.9% |
| Q1 26 | — | — | ||
| Q4 25 | 2.8% | 6.8% | ||
| Q3 25 | 0.5% | 5.8% | ||
| Q2 25 | 1.4% | 6.0% | ||
| Q1 25 | 0.0% | 9.3% | ||
| Q4 24 | 0.9% | 10.7% | ||
| Q3 24 | 2.4% | 7.7% | ||
| Q2 24 | 1.8% | 6.7% |
| Q1 26 | — | — | ||
| Q4 25 | — | 2.77× | ||
| Q3 25 | — | 1.58× | ||
| Q2 25 | — | 1.21× | ||
| Q1 25 | — | 0.10× | ||
| Q4 24 | -2.20× | 2.09× | ||
| Q3 24 | — | 1.10× | ||
| Q2 24 | — | 1.14× |
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% |
SSD
暂无分部数据
