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印度钢铁管理局（SAIL）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.的季度营收约是印度钢铁管理局的1.2倍（$342.1M vs $281.9M），Stitch Fix, Inc.净利率更高（-1.9% vs -12.8%，领先10.9%），Stitch Fix, Inc.同比增速更快（7.3% vs 6.7%），印度钢铁管理局自由现金流更多（$52.5M vs $5.6M）
印度钢铁管理局（SAIL）是总部位于新德里的印度公营钢铁制造企业，属印度最高级别的“马哈拉特纳”中央公共部门企业，是印度最大的国有钢铁生产商，年钢铁产量达1829万吨，1973年1月24日成立，现有员工5.1万余名，由印度钢铁部行政管理。
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。
SAIL vs SFIX — 直观对比
营收规模更大
SFIX
是对方的1.2倍
$281.9M
营收增速更快
SFIX
高出0.7%
6.7%
净利率更高
SFIX
高出10.9%
-12.8%
自由现金流更多
SAIL
多$47.0M
$5.6M
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $281.9M | $342.1M |
| 净利润 | $-36.0M | $-6.4M |
| 毛利率 | 66.3% | 43.6% |
| 营业利润率 | -14.8% | -2.5% |
| 净利率 | -12.8% | -1.9% |
| 营收同比 | 6.7% | 7.3% |
| 净利润同比 | -240.9% | -1.7% |
| 每股收益（稀释后） | $-0.06 | $-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SAILSFIX
| Q4 25 | $281.9M | $342.1M | ||
| Q3 25 | $264.4M | $311.2M | ||
| Q2 25 | $230.5M | $325.0M | ||
| Q1 25 | $240.1M | $312.1M | ||
| Q4 24 | — | $318.8M | ||
| Q3 24 | $198.6M | $319.6M | ||
| Q2 24 | $187.7M | $322.7M | ||
| Q1 24 | — | $330.4M |
净利润SAILSFIX
| Q4 25 | $-36.0M | $-6.4M | ||
| Q3 25 | $-10.6M | $-8.6M | ||
| Q2 25 | $-187.3M | $-7.4M | ||
| Q1 25 | $-80.1M | $-6.5M | ||
| Q4 24 | — | $-6.3M | ||
| Q3 24 | $-87.1M | $-36.5M | ||
| Q2 24 | $-89.2M | $-21.3M | ||
| Q1 24 | — | $-35.5M |
毛利率SAILSFIX
| Q4 25 | 66.3% | 43.6% | ||
| Q3 25 | 67.3% | 43.6% | ||
| Q2 25 | 55.4% | 44.2% | ||
| Q1 25 | 66.5% | 44.5% | ||
| Q4 24 | — | 45.4% | ||
| Q3 24 | 62.1% | 44.6% | ||
| Q2 24 | 61.5% | 45.5% | ||
| Q1 24 | — | 43.4% |
营业利润率SAILSFIX
| Q4 25 | -14.8% | -2.5% | ||
| Q3 25 | -15.4% | -3.6% | ||
| Q2 25 | -80.3% | -3.0% | ||
| Q1 25 | -12.6% | -2.9% | ||
| Q4 24 | — | -2.8% | ||
| Q3 24 | -33.2% | -13.1% | ||
| Q2 24 | -36.3% | -7.7% | ||
| Q1 24 | — | -11.5% |
净利率SAILSFIX
| Q4 25 | -12.8% | -1.9% | ||
| Q3 25 | -4.0% | -2.8% | ||
| Q2 25 | -81.3% | -2.3% | ||
| Q1 25 | -33.4% | -2.1% | ||
| Q4 24 | — | -2.0% | ||
| Q3 24 | -43.9% | -11.4% | ||
| Q2 24 | -47.5% | -6.6% | ||
| Q1 24 | — | -10.8% |
每股收益（稀释后）SAILSFIX
| Q4 25 | $-0.06 | $-0.05 | ||
| Q3 25 | $-0.02 | $-0.06 | ||
| Q2 25 | $-0.42 | $-0.06 | ||
| Q1 25 | $-6.50 | $-0.05 | ||
| Q4 24 | — | $-0.05 | ||
| Q3 24 | $-2.97 | $-0.29 | ||
| Q2 24 | $-0.77 | $-0.18 | ||
| Q1 24 | — | $-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 | $298.1M | $244.2M |
| 总债务越低越好 | $0 | — |
| 股东权益账面价值 | $6.8B | $204.1M |
| 总资产 | $7.5B | $530.7M |
| 负债/权益比越低杠杆越低 | 0.00× | — |
8季度趋势，按日历期对齐
现金及短期投资SAILSFIX
| Q4 25 | $298.1M | $244.2M | ||
| Q3 25 | $271.1M | $234.9M | ||
| Q2 25 | $228.1M | $234.2M | ||
| Q1 25 | $121.3M | $219.1M | ||
| Q4 24 | — | $253.3M | ||
| Q3 24 | $89.7M | $247.0M | ||
| Q2 24 | $146.8M | $244.5M | ||
| Q1 24 | — | $229.8M |
总债务SAILSFIX
| Q4 25 | $0 | — | ||
| Q3 25 | $0 | — | ||
| Q2 25 | $0 | — | ||
| Q1 25 | $1.0B | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益SAILSFIX
| Q4 25 | $6.8B | $204.1M | ||
| Q3 25 | $6.8B | $203.0M | ||
| Q2 25 | $6.8B | $200.4M | ||
| Q1 25 | $-5.6B | $197.8M | ||
| Q4 24 | — | $190.5M | ||
| Q3 24 | $-701.3M | $187.0M | ||
| Q2 24 | $-622.5M | $208.9M | ||
| Q1 24 | — | $213.3M |
总资产SAILSFIX
| Q4 25 | $7.5B | $530.7M | ||
| Q3 25 | $7.4B | $480.6M | ||
| Q2 25 | $7.4B | $484.7M | ||
| Q1 25 | $7.4B | $472.6M | ||
| Q4 24 | — | $507.1M | ||
| Q3 24 | — | $486.9M | ||
| Q2 24 | — | $537.0M | ||
| Q1 24 | — | $538.3M |
负债/权益比SAILSFIX
| Q4 25 | 0.00× | — | ||
| Q3 25 | 0.00× | — | ||
| Q2 25 | 0.00× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| 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 | $53.6M | $10.9M |
| 自由现金流经营现金流 - 资本支出 | $52.5M | $5.6M |
| 自由现金流率自由现金流/营收 | 18.6% | 1.6% |
| 资本支出强度资本支出/营收 | 0.4% | 1.6% |
| 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 | — | $4.9M |
8季度趋势，按日历期对齐
经营现金流SAILSFIX
| Q4 25 | $53.6M | $10.9M | ||
| Q3 25 | $49.9M | $7.0M | ||
| Q2 25 | $-96.8M | $20.5M | ||
| Q1 25 | — | $-16.2M | ||
| Q4 24 | — | $14.3M | ||
| Q3 24 | — | $8.2M | ||
| Q2 24 | $-55.4M | $21.7M | ||
| Q1 24 | — | $-22.3M |
自由现金流SAILSFIX
| Q4 25 | $52.5M | $5.6M | ||
| Q3 25 | $49.0M | $2.8M | ||
| Q2 25 | $-99.0M | $16.0M | ||
| Q1 25 | — | $-19.4M | ||
| Q4 24 | — | $9.9M | ||
| Q3 24 | — | $4.5M | ||
| Q2 24 | $-56.0M | $18.9M | ||
| Q1 24 | — | $-26.1M |
自由现金流率SAILSFIX
| Q4 25 | 18.6% | 1.6% | ||
| Q3 25 | 18.5% | 0.9% | ||
| Q2 25 | -43.0% | 4.9% | ||
| Q1 25 | — | -6.2% | ||
| Q4 24 | — | 3.1% | ||
| Q3 24 | — | 1.4% | ||
| Q2 24 | -29.8% | 5.9% | ||
| Q1 24 | — | -7.9% |
资本支出强度SAILSFIX
| Q4 25 | 0.4% | 1.6% | ||
| Q3 25 | 0.4% | 1.4% | ||
| Q2 25 | 1.0% | 1.4% | ||
| Q1 25 | — | 1.0% | ||
| Q4 24 | — | 1.4% | ||
| Q3 24 | — | 1.2% | ||
| Q2 24 | 0.3% | 0.9% | ||
| Q1 24 | — | 1.1% |
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
SAIL
| Software As A Service Saa S | $156.0M | 55% |
| Term Subscriptions Services | $65.1M | 23% |
| Maintenance | $38.0M | 13% |
| Other | $15.7M | 6% |
| Other Subscription Services | $7.1M | 3% |
SFIX
暂无分部数据
