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通用动力（PLOW）与Stitch Fix, Inc.（SFIX）财务数据对比。点击上方公司名可切换其他公司
Stitch Fix, Inc.的季度营收约是通用动力的1.9倍（$342.1M vs $184.5M），通用动力净利率更高（7.0% vs -1.9%，领先8.8%），通用动力同比增速更快（28.6% vs 7.3%），通用动力自由现金流更多（$92.8M vs $5.6M），过去两年通用动力的营收复合增速更高（38.9% vs 1.8%）
通用动力公司是总部位于美国弗吉尼亚州雷斯顿的工业与科技企业，核心业务是研发制造各类先进军用装备，产品包括核潜艇、主战坦克、装甲战车等，同时也生产民用湾流公务机，并提供信息技术服务，是美国联邦政府前五大国防承包商之一。
Stitch Fix是美国的在线个人造型服务平台，依托推荐算法与数据科学技术，根据顾客的身形尺寸、预算和风格偏好推送个性化服饰单品。该公司创立于2011年，2017年完成首次公开募股，目前总部位于旧金山。
PLOW vs SFIX — 直观对比
营收规模更大
SFIX
是对方的1.9倍
$184.5M
营收增速更快
PLOW
高出21.2%
7.3%
净利率更高
PLOW
高出8.8%
-1.9%
自由现金流更多
PLOW
多$87.3M
$5.6M
两年增速更快
PLOW
近两年复合增速
1.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $184.5M | $342.1M |
| 净利润 | $12.8M | $-6.4M |
| 毛利率 | 26.1% | 43.6% |
| 营业利润率 | 10.5% | -2.5% |
| 净利率 | 7.0% | -1.9% |
| 营收同比 | 28.6% | 7.3% |
| 净利润同比 | 62.3% | -1.7% |
| 每股收益（稀释后） | $0.54 | $-0.05 |
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PLOWSFIX
| Q4 25 | $184.5M | $342.1M | ||
| Q3 25 | $162.1M | $311.2M | ||
| Q2 25 | $194.3M | $325.0M | ||
| Q1 25 | $115.1M | $312.1M | ||
| Q4 24 | $143.5M | $318.8M | ||
| Q3 24 | $129.4M | $319.6M | ||
| Q2 24 | $199.9M | $322.7M | ||
| Q1 24 | $95.7M | $330.4M |
净利润PLOWSFIX
| Q4 25 | $12.8M | $-6.4M | ||
| Q3 25 | $8.0M | $-8.6M | ||
| Q2 25 | $26.0M | $-7.4M | ||
| Q1 25 | $148.0K | $-6.5M | ||
| Q4 24 | $7.9M | $-6.3M | ||
| Q3 24 | $32.3M | $-36.5M | ||
| Q2 24 | $24.3M | $-21.3M | ||
| Q1 24 | $-8.4M | $-35.5M |
毛利率PLOWSFIX
| Q4 25 | 26.1% | 43.6% | ||
| Q3 25 | 23.5% | 43.6% | ||
| Q2 25 | 31.0% | 44.2% | ||
| Q1 25 | 24.5% | 44.5% | ||
| Q4 24 | 24.9% | 45.4% | ||
| Q3 24 | 23.9% | 44.6% | ||
| Q2 24 | 30.7% | 45.5% | ||
| Q1 24 | 19.8% | 43.4% |
营业利润率PLOWSFIX
| Q4 25 | 10.5% | -2.5% | ||
| Q3 25 | 8.7% | -3.6% | ||
| Q2 25 | 19.0% | -3.0% | ||
| Q1 25 | 2.8% | -2.9% | ||
| Q4 24 | 9.0% | -2.8% | ||
| Q3 24 | 35.4% | -13.1% | ||
| Q2 24 | 18.2% | -7.7% | ||
| Q1 24 | -6.7% | -11.5% |
净利率PLOWSFIX
| Q4 25 | 7.0% | -1.9% | ||
| Q3 25 | 4.9% | -2.8% | ||
| Q2 25 | 13.4% | -2.3% | ||
| Q1 25 | 0.1% | -2.1% | ||
| Q4 24 | 5.5% | -2.0% | ||
| Q3 24 | 24.9% | -11.4% | ||
| Q2 24 | 12.2% | -6.6% | ||
| Q1 24 | -8.7% | -10.8% |
每股收益（稀释后）PLOWSFIX
| Q4 25 | $0.54 | $-0.05 | ||
| Q3 25 | $0.33 | $-0.06 | ||
| Q2 25 | $1.09 | $-0.06 | ||
| Q1 25 | $0.00 | $-0.05 | ||
| Q4 24 | $0.35 | $-0.05 | ||
| Q3 24 | $1.36 | $-0.29 | ||
| Q2 24 | $1.02 | $-0.18 | ||
| Q1 24 | $-0.37 | $-0.30 |
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 | — | $244.2M |
| 总债务越低越好 | $144.0M | — |
| 股东权益账面价值 | $281.4M | $204.1M |
| 总资产 | $626.7M | $530.7M |
| 负债/权益比越低杠杆越低 | 0.51× | — |
8季度趋势，按日历期对齐
现金及短期投资PLOWSFIX
| Q4 25 | — | $244.2M | ||
| Q3 25 | — | $234.9M | ||
| Q2 25 | — | $234.2M | ||
| Q1 25 | — | $219.1M | ||
| Q4 24 | — | $253.3M | ||
| Q3 24 | — | $247.0M | ||
| Q2 24 | — | $244.5M | ||
| Q1 24 | — | $229.8M |
总债务PLOWSFIX
| Q4 25 | $144.0M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $147.5M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益PLOWSFIX
| Q4 25 | $281.4M | $204.1M | ||
| Q3 25 | $275.3M | $203.0M | ||
| Q2 25 | $273.3M | $200.4M | ||
| Q1 25 | $258.9M | $197.8M | ||
| Q4 24 | $264.2M | $190.5M | ||
| Q3 24 | $260.8M | $187.0M | ||
| Q2 24 | $236.7M | $208.9M | ||
| Q1 24 | $217.2M | $213.3M |
总资产PLOWSFIX
| Q4 25 | $626.7M | $530.7M | ||
| Q3 25 | $694.9M | $480.6M | ||
| Q2 25 | $671.5M | $484.7M | ||
| Q1 25 | $621.0M | $472.6M | ||
| Q4 24 | $590.0M | $507.1M | ||
| Q3 24 | $665.6M | $486.9M | ||
| Q2 24 | $617.0M | $537.0M | ||
| Q1 24 | $577.1M | $538.3M |
负债/权益比PLOWSFIX
| Q4 25 | 0.51× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.56× | — | ||
| Q3 24 | — | — | ||
| 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 | $95.9M | $10.9M |
| 自由现金流经营现金流 - 资本支出 | $92.8M | $5.6M |
| 自由现金流率自由现金流/营收 | 50.3% | 1.6% |
| 资本支出强度资本支出/营收 | 1.7% | 1.6% |
| 现金转化率经营现金流/净利润 | 7.47× | — |
| 过去12个月自由现金流最近4个季度 | $63.6M | $4.9M |
8季度趋势，按日历期对齐
经营现金流PLOWSFIX
| Q4 25 | $95.9M | $10.9M | ||
| Q3 25 | $-8.5M | $7.0M | ||
| Q2 25 | $-11.4M | $20.5M | ||
| Q1 25 | $-1.3M | $-16.2M | ||
| Q4 24 | $74.4M | $14.3M | ||
| Q3 24 | $-14.2M | $8.2M | ||
| Q2 24 | $2.5M | $21.7M | ||
| Q1 24 | $-21.6M | $-22.3M |
自由现金流PLOWSFIX
| Q4 25 | $92.8M | $5.6M | ||
| Q3 25 | $-11.4M | $2.8M | ||
| Q2 25 | $-14.3M | $16.0M | ||
| Q1 25 | $-3.5M | $-19.4M | ||
| Q4 24 | $70.2M | $9.9M | ||
| Q3 24 | $-15.2M | $4.5M | ||
| Q2 24 | $836.0K | $18.9M | ||
| Q1 24 | $-22.4M | $-26.1M |
自由现金流率PLOWSFIX
| Q4 25 | 50.3% | 1.6% | ||
| Q3 25 | -7.1% | 0.9% | ||
| Q2 25 | -7.4% | 4.9% | ||
| Q1 25 | -3.0% | -6.2% | ||
| Q4 24 | 48.9% | 3.1% | ||
| Q3 24 | -11.8% | 1.4% | ||
| Q2 24 | 0.4% | 5.9% | ||
| Q1 24 | -23.4% | -7.9% |
资本支出强度PLOWSFIX
| Q4 25 | 1.7% | 1.6% | ||
| Q3 25 | 1.8% | 1.4% | ||
| Q2 25 | 1.5% | 1.4% | ||
| Q1 25 | 1.9% | 1.0% | ||
| Q4 24 | 2.9% | 1.4% | ||
| Q3 24 | 0.8% | 1.2% | ||
| Q2 24 | 0.8% | 0.9% | ||
| Q1 24 | 0.8% | 1.1% |
现金转化率PLOWSFIX
| Q4 25 | 7.47× | — | ||
| Q3 25 | -1.07× | — | ||
| Q2 25 | -0.44× | — | ||
| Q1 25 | -9.03× | — | ||
| Q4 24 | 9.41× | — | ||
| Q3 24 | -0.44× | — | ||
| Q2 24 | 0.10× | — | ||
| 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
PLOW
| Work Truck Solutions | $101.5M | 55% |
| Transferred At Point In Time | $83.1M | 45% |
SFIX
暂无分部数据
