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PVH CORP.（PVH）与Schneider National, Inc.（SNDR）财务数据对比。点击上方公司名可切换其他公司
PVH CORP.的季度营收约是Schneider National, Inc.的1.6倍（$2.3B vs $1.4B），Schneider National, Inc.净利率更高（1.6% vs 0.2%，领先1.4%），Schneider National, Inc.同比增速更快（4.5% vs 1.7%），Schneider National, Inc.自由现金流更多（$145.5M vs $-85.1M）
PVH集团是源自美国的知名服饰企业，前身为Phillips-Van Heusen公司，旗下拥有Tommy Hilfiger、Calvin Klein等标志性时尚品牌，同时还获得Kenneth Cole New York、Michael Kors等品牌的授权经营许可，在全球服饰消费市场拥有广泛影响力。
美国施耐德国家公司是知名交通运输企业，提供整车运输、多式联运及综合物流服务，业务涵盖区域配送、长途运输、加急运输、专属运力、散货运输、货运代理、越库物流、共同配送点分拨、供应链管理、港口物流等领域，可为客户提供定制化供应链解决方案。
PVH vs SNDR — 直观对比
营收规模更大
PVH
是对方的1.6倍
$1.4B
营收增速更快
SNDR
高出2.8%
1.7%
净利率更高
SNDR
高出1.4%
0.2%
自由现金流更多
SNDR
多$230.6M
$-85.1M
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.3B | $1.4B |
| 净利润 | $4.2M | $22.1M |
| 毛利率 | 56.3% | — |
| 营业利润率 | 7.9% | 2.6% |
| 净利率 | 0.2% | 1.6% |
| 营收同比 | 1.7% | 4.5% |
| 净利润同比 | -96.8% | -32.2% |
| 每股收益（稀释后） | $0.09 | $0.13 |
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
营收PVHSNDR
| Q4 25 | $2.3B | $1.4B | ||
| Q3 25 | $2.2B | $1.5B | ||
| Q2 25 | $2.0B | $1.4B | ||
| Q1 25 | — | $1.4B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | — | $1.3B | ||
| Q2 24 | — | $1.3B | ||
| Q1 24 | — | $1.3B |
净利润PVHSNDR
| Q4 25 | $4.2M | $22.1M | ||
| Q3 25 | $224.2M | $19.4M | ||
| Q2 25 | $-44.8M | $36.0M | ||
| Q1 25 | — | $26.1M | ||
| Q4 24 | — | $32.6M | ||
| Q3 24 | — | $30.6M | ||
| Q2 24 | — | $35.3M | ||
| Q1 24 | — | $18.5M |
毛利率PVHSNDR
| Q4 25 | 56.3% | — | ||
| Q3 25 | 57.7% | — | ||
| Q2 25 | 58.6% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
营业利润率PVHSNDR
| Q4 25 | 7.9% | 2.6% | ||
| Q3 25 | 6.1% | 2.4% | ||
| Q2 25 | -16.7% | 3.9% | ||
| Q1 25 | — | 3.0% | ||
| Q4 24 | — | 3.2% | ||
| Q3 24 | — | 3.3% | ||
| Q2 24 | — | 3.9% | ||
| Q1 24 | — | 2.2% |
净利率PVHSNDR
| Q4 25 | 0.2% | 1.6% | ||
| Q3 25 | 10.3% | 1.3% | ||
| Q2 25 | -2.3% | 2.5% | ||
| Q1 25 | — | 1.9% | ||
| Q4 24 | — | 2.4% | ||
| Q3 24 | — | 2.3% | ||
| Q2 24 | — | 2.7% | ||
| Q1 24 | — | 1.4% |
每股收益（稀释后）PVHSNDR
| Q4 25 | $0.09 | $0.13 | ||
| Q3 25 | $4.63 | $0.11 | ||
| Q2 25 | $-0.88 | $0.20 | ||
| Q1 25 | — | $0.15 | ||
| Q4 24 | — | $0.19 | ||
| Q3 24 | — | $0.17 | ||
| Q2 24 | — | $0.20 | ||
| Q1 24 | — | $0.10 |
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 | $158.2M | $41.8M |
| 总债务越低越好 | $2.3B | $390.9M |
| 股东权益账面价值 | $4.9B | $3.0B |
| 总资产 | $11.4B | $4.8B |
| 负债/权益比越低杠杆越低 | 0.46× | 0.13× |
8季度趋势，按日历期对齐
现金及短期投资PVHSNDR
| Q4 25 | $158.2M | $41.8M | ||
| Q3 25 | $248.8M | $235.7M | ||
| Q2 25 | $191.0M | $205.1M | ||
| Q1 25 | — | $154.3M | ||
| Q4 24 | — | $165.5M | ||
| Q3 24 | — | $231.6M | ||
| Q2 24 | — | $157.2M | ||
| Q1 24 | — | $124.2M |
总债务PVHSNDR
| Q4 25 | $2.3B | $390.9M | ||
| Q3 25 | $2.3B | $509.8M | ||
| Q2 25 | $2.2B | $512.7M | ||
| Q1 25 | — | $565.8M | ||
| Q4 24 | — | $420.8M | ||
| Q3 24 | — | $124.7M | ||
| Q2 24 | — | $125.8M | ||
| Q1 24 | — | $96.6M |
股东权益PVHSNDR
| Q4 25 | $4.9B | $3.0B | ||
| Q3 25 | $4.9B | $3.0B | ||
| Q2 25 | $4.6B | $3.0B | ||
| Q1 25 | — | $3.0B | ||
| Q4 24 | — | $3.0B | ||
| Q3 24 | — | $3.0B | ||
| Q2 24 | — | $3.0B | ||
| Q1 24 | — | $2.9B |
总资产PVHSNDR
| Q4 25 | $11.4B | $4.8B | ||
| Q3 25 | $11.6B | $5.0B | ||
| Q2 25 | $10.7B | $5.0B | ||
| Q1 25 | — | $5.0B | ||
| Q4 24 | — | $4.9B | ||
| Q3 24 | — | $4.6B | ||
| Q2 24 | — | $4.5B | ||
| Q1 24 | — | $4.6B |
负债/权益比PVHSNDR
| Q4 25 | 0.46× | 0.13× | ||
| Q3 25 | 0.47× | 0.17× | ||
| Q2 25 | 0.48× | 0.17× | ||
| Q1 25 | — | 0.19× | ||
| Q4 24 | — | 0.14× | ||
| Q3 24 | — | 0.04× | ||
| Q2 24 | — | 0.04× | ||
| Q1 24 | — | 0.03× |
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 | $-44.5M | $186.0M |
| 自由现金流经营现金流 - 资本支出 | $-85.1M | $145.5M |
| 自由现金流率自由现金流/营收 | -3.7% | 10.4% |
| 资本支出强度资本支出/营收 | 1.8% | 2.9% |
| 现金转化率经营现金流/净利润 | -10.60× | 8.42× |
| 过去12个月自由现金流最近4个季度 | — | $285.4M |
8季度趋势，按日历期对齐
经营现金流PVHSNDR
| Q4 25 | $-44.5M | $186.0M | ||
| Q3 25 | $213.1M | $184.2M | ||
| Q2 25 | $-71.4M | $175.5M | ||
| Q1 25 | — | $91.7M | ||
| Q4 24 | — | $199.5M | ||
| Q3 24 | — | $206.4M | ||
| Q2 24 | — | $182.6M | ||
| Q1 24 | — | $97.6M |
自由现金流PVHSNDR
| Q4 25 | $-85.1M | $145.5M | ||
| Q3 25 | $181.9M | $56.2M | ||
| Q2 25 | $-98.1M | $106.4M | ||
| Q1 25 | — | $-22.7M | ||
| Q4 24 | — | $113.6M | ||
| Q3 24 | — | $98.7M | ||
| Q2 24 | — | $85.5M | ||
| Q1 24 | — | $-25.7M |
自由现金流率PVHSNDR
| Q4 25 | -3.7% | 10.4% | ||
| Q3 25 | 8.4% | 3.9% | ||
| Q2 25 | -4.9% | 7.5% | ||
| Q1 25 | — | -1.6% | ||
| Q4 24 | — | 8.5% | ||
| Q3 24 | — | 7.5% | ||
| Q2 24 | — | 6.5% | ||
| Q1 24 | — | -1.9% |
资本支出强度PVHSNDR
| Q4 25 | 1.8% | 2.9% | ||
| Q3 25 | 1.4% | 8.8% | ||
| Q2 25 | 1.3% | 4.9% | ||
| Q1 25 | — | 8.2% | ||
| Q4 24 | — | 6.4% | ||
| Q3 24 | — | 8.2% | ||
| Q2 24 | — | 7.4% | ||
| Q1 24 | — | 9.3% |
现金转化率PVHSNDR
| Q4 25 | -10.60× | 8.42× | ||
| Q3 25 | 0.95× | 9.49× | ||
| Q2 25 | — | 4.88× | ||
| Q1 25 | — | 3.51× | ||
| Q4 24 | — | 6.12× | ||
| Q3 24 | — | 6.75× | ||
| Q2 24 | — | 5.17× | ||
| Q1 24 | — | 5.28× |
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
PVH
| Sales Channel Salesto Wholesale Customers | $1.0B | 44% |
| Sales Channel Sales To Owned And Operated Retail Customers | $868.0M | 38% |
| Sales Channel Sales To Owned And Operated Digital Retail Customers | $186.6M | 8% |
| Licensing | $99.5M | 4% |
| Other | $75.8M | 3% |
| Heritage Brands | $51.3M | 2% |
SNDR
| Transportation | $1.3B | 93% |
| Logistics Management | $52.3M | 4% |
| Other | $46.2M | 3% |
