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Childrens Place, Inc.（PLCE）与世纪互联（VNET）财务数据对比。点击上方公司名可切换其他公司
世纪互联的季度营收约是Childrens Place, Inc.的1.1倍（$362.7M vs $339.5M），Childrens Place, Inc.净利率更高（-1.3% vs -10.7%，领先9.4%），Childrens Place, Inc.自由现金流更多（$-3.4M vs $-193.1M），过去两年世纪互联的营收复合增速更高（17.4% 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。
VNET Group即世纪互联，是中国领先的第三方中立数据中心服务商，提供机柜托管、云基础设施、混合云部署及网络管理等解决方案，服务覆盖科技、金融、零售等多领域企业客户，为企业数字化运营提供稳定的算力与网络支撑。
PLCE vs VNET — 直观对比
营收规模更大
VNET
是对方的1.1倍
$339.5M
净利率更高
PLCE
高出9.4%
-10.7%
自由现金流更多
PLCE
多$189.7M
$-193.1M
两年增速更快
VNET
近两年复合增速
-13.6%
损益表 — Q3 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $339.5M | $362.7M |
| 净利润 | $-4.3M | $-38.7M |
| 毛利率 | 33.1% | 20.9% |
| 营业利润率 | 1.1% | 0.5% |
| 净利率 | -1.3% | -10.7% |
| 营收同比 | -13.0% | — |
| 净利润同比 | -121.5% | — |
| 每股收益（稀释后） | $-0.19 | — |
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PLCEVNET
| Q4 25 | $339.5M | — | ||
| Q3 25 | $298.0M | $362.7M | ||
| Q2 25 | $242.1M | — | ||
| Q1 25 | $408.6M | $309.5M | ||
| Q4 24 | $390.2M | — | ||
| Q3 24 | $319.7M | $302.2M | ||
| Q2 24 | $267.9M | $274.4M | ||
| Q1 24 | $455.0M | $262.9M |
净利润PLCEVNET
| Q4 25 | $-4.3M | — | ||
| Q3 25 | $-5.4M | $-38.7M | ||
| Q2 25 | $-34.0M | — | ||
| Q1 25 | $-8.0M | $-2.4M | ||
| Q4 24 | $20.1M | — | ||
| Q3 24 | $-32.1M | $-2.1M | ||
| Q2 24 | $-37.8M | $-1.1M | ||
| Q1 24 | $-128.8M | $-22.0M |
毛利率PLCEVNET
| Q4 25 | 33.1% | — | ||
| Q3 25 | 34.0% | 20.9% | ||
| Q2 25 | 29.2% | — | ||
| Q1 25 | 28.5% | 25.2% | ||
| Q4 24 | 35.5% | — | ||
| Q3 24 | 35.0% | 23.2% | ||
| Q2 24 | 34.6% | 21.3% | ||
| Q1 24 | 21.8% | 21.6% |
营业利润率PLCEVNET
| Q4 25 | 1.1% | — | ||
| Q3 25 | 1.4% | 0.5% | ||
| Q2 25 | -10.0% | — | ||
| Q1 25 | 1.7% | 0.1% | ||
| Q4 24 | 7.5% | — | ||
| Q3 24 | -6.8% | 24.5% | ||
| Q2 24 | -10.4% | 0.2% | ||
| Q1 24 | -13.6% | 0.2% |
净利率PLCEVNET
| Q4 25 | -1.3% | — | ||
| Q3 25 | -1.8% | -10.7% | ||
| Q2 25 | -14.1% | — | ||
| Q1 25 | -2.0% | -0.8% | ||
| Q4 24 | 5.1% | — | ||
| Q3 24 | -10.0% | -0.7% | ||
| Q2 24 | -14.1% | -0.4% | ||
| Q1 24 | -28.3% | -8.4% |
每股收益（稀释后）PLCEVNET
| Q4 25 | $-0.19 | — | ||
| Q3 25 | $-0.24 | — | ||
| Q2 25 | $-1.57 | — | ||
| Q1 25 | $-0.60 | — | ||
| Q4 24 | $1.57 | — | ||
| Q3 24 | $-2.51 | — | ||
| Q2 24 | $-2.98 | — | ||
| Q1 24 | $-10.24 | — |
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 | $492.1M |
| 总债务越低越好 | $107.4M | — |
| 股东权益账面价值 | $-8.6M | $890.8M |
| 总资产 | $762.5M | $6.1B |
| 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PLCEVNET
| Q4 25 | $7.3M | — | ||
| Q3 25 | $7.8M | $492.1M | ||
| Q2 25 | $5.7M | — | ||
| Q1 25 | $5.3M | $544.3M | ||
| Q4 24 | $5.7M | — | ||
| Q3 24 | $9.6M | $219.5M | ||
| Q2 24 | $13.0M | $247.2M | ||
| Q1 24 | $13.6M | $246.9M |
总债务PLCEVNET
| Q4 25 | $107.4M | — | ||
| Q3 25 | $107.2M | — | ||
| Q2 25 | $107.0M | — | ||
| Q1 25 | $166.0M | — | ||
| Q4 24 | $165.7M | — | ||
| Q3 24 | $165.4M | $1.2B | ||
| Q2 24 | $166.6M | — | ||
| Q1 24 | $49.8M | — |
股东权益PLCEVNET
| Q4 25 | $-8.6M | — | ||
| Q3 25 | $-4.9M | $890.8M | ||
| Q2 25 | $1.4M | — | ||
| Q1 25 | $-59.4M | $927.8M | ||
| Q4 24 | $-49.6M | — | ||
| Q3 24 | $-68.9M | $902.9M | ||
| Q2 24 | $-34.9M | $900.6M | ||
| Q1 24 | $-9.0M | $895.1M |
总资产PLCEVNET
| Q4 25 | $762.5M | — | ||
| Q3 25 | $805.1M | $6.1B | ||
| Q2 25 | $779.6M | — | ||
| Q1 25 | $747.6M | $5.4B | ||
| Q4 24 | $888.8M | — | ||
| Q3 24 | $921.4M | $4.3B | ||
| Q2 24 | $848.3M | $4.0B | ||
| Q1 24 | $800.3M | $3.9B |
负债/权益比PLCEVNET
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 75.63× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.28× | ||
| Q2 24 | — | — | ||
| Q1 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 | $113.8M |
| 自由现金流经营现金流 - 资本支出 | $-3.4M | $-193.1M |
| 自由现金流率自由现金流/营收 | -1.0% | -53.2% |
| 资本支出强度资本支出/营收 | 2.8% | 84.6% |
| 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 | $-589.7M |
8季度趋势，按日历期对齐
经营现金流PLCEVNET
| Q4 25 | $6.2M | — | ||
| Q3 25 | $-30.5M | $113.8M | ||
| Q2 25 | $-43.0M | — | ||
| Q1 25 | $121.3M | $27.0M | ||
| Q4 24 | $-44.2M | — | ||
| Q3 24 | $-83.9M | $108.3M | ||
| Q2 24 | $-110.8M | $55.8M | ||
| Q1 24 | $135.4M | $37.1M |
自由现金流PLCEVNET
| Q4 25 | $-3.4M | — | ||
| Q3 25 | $-31.9M | $-193.1M | ||
| Q2 25 | $-46.4M | — | ||
| Q1 25 | $121.2M | $-220.0M | ||
| Q4 24 | $-47.7M | — | ||
| Q3 24 | $-91.7M | $-95.0M | ||
| Q2 24 | $-115.5M | $-81.6M | ||
| Q1 24 | $132.2M | $-102.2M |
自由现金流率PLCEVNET
| Q4 25 | -1.0% | — | ||
| Q3 25 | -10.7% | -53.2% | ||
| Q2 25 | -19.2% | — | ||
| Q1 25 | 29.7% | -71.1% | ||
| Q4 24 | -12.2% | — | ||
| Q3 24 | -28.7% | -31.4% | ||
| Q2 24 | -43.1% | -29.8% | ||
| Q1 24 | 29.1% | -38.9% |
资本支出强度PLCEVNET
| Q4 25 | 2.8% | — | ||
| Q3 25 | 0.5% | 84.6% | ||
| Q2 25 | 1.4% | — | ||
| Q1 25 | 0.0% | 79.8% | ||
| Q4 24 | 0.9% | — | ||
| Q3 24 | 2.4% | 67.3% | ||
| Q2 24 | 1.8% | 50.1% | ||
| Q1 24 | 0.7% | 53.0% |
现金转化率PLCEVNET
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | -2.20× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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% |
VNET
暂无分部数据
