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STEPAN CO（SCL）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
STEPAN CO的季度营收约是Stitch Fix, Inc.的1.8倍（$604.5M vs $342.1M），STEPAN CO净利率更高（3.3% vs -1.9%，领先5.1%），Stitch Fix, Inc.同比增速更快（7.3% vs 1.9%），过去两年STEPAN CO的营收复合增速更高（4.2% vs 1.8%）
斯特潘公司是一家美国特种化学品制造商，总部位于伊利诺伊州诺斯布鲁克，1932年由小阿尔弗雷德·C·斯特潘创立，现有约2000名员工，目前由创始人的孙子小F·奎因·斯特潘执掌。该公司是全球最大的阴离子表面活性剂商品生产商，产品用于提升洗涤剂、洗发水、牙膏及化妆品的起泡与清洁能力。
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。
SCL vs SFIX — 直观对比
营收规模更大
SCL
是对方的1.8倍
$342.1M
营收增速更快
SFIX
高出5.4%
1.9%
净利率更高
SCL
高出5.1%
-1.9%
两年增速更快
SCL
近两年复合增速
1.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $604.5M | $342.1M |
| 净利润 | $19.7M | $-6.4M |
| 毛利率 | 10.7% | 43.6% |
| 营业利润率 | 4.7% | -2.5% |
| 净利率 | 3.3% | -1.9% |
| 营收同比 | 1.9% | 7.3% |
| 净利润同比 | — | -1.7% |
| 每股收益（稀释后） | $0.86 | $-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SCLSFIX
| Q1 26 | $604.5M | — | ||
| Q4 25 | $553.9M | $342.1M | ||
| Q3 25 | $590.3M | $311.2M | ||
| Q2 25 | $594.7M | $325.0M | ||
| Q1 25 | $593.3M | $312.1M | ||
| Q4 24 | $525.6M | $318.8M | ||
| Q3 24 | $546.8M | $319.6M | ||
| Q2 24 | $556.4M | $322.7M |
净利润SCLSFIX
| Q1 26 | $19.7M | — | ||
| Q4 25 | $5.0M | $-6.4M | ||
| Q3 25 | $10.8M | $-8.6M | ||
| Q2 25 | $11.3M | $-7.4M | ||
| Q1 25 | $19.7M | $-6.5M | ||
| Q4 24 | $3.4M | $-6.3M | ||
| Q3 24 | $23.6M | $-36.5M | ||
| Q2 24 | $9.5M | $-21.3M |
毛利率SCLSFIX
| Q1 26 | 10.7% | — | ||
| Q4 25 | 9.3% | 43.6% | ||
| Q3 25 | 12.0% | 43.6% | ||
| Q2 25 | 12.1% | 44.2% | ||
| Q1 25 | 12.7% | 44.5% | ||
| Q4 24 | 10.8% | 45.4% | ||
| Q3 24 | 13.8% | 44.6% | ||
| Q2 24 | 12.5% | 45.5% |
营业利润率SCLSFIX
| Q1 26 | 4.7% | — | ||
| Q4 25 | 1.9% | -2.5% | ||
| Q3 25 | 3.7% | -3.6% | ||
| Q2 25 | 3.0% | -3.0% | ||
| Q1 25 | 4.8% | -2.9% | ||
| Q4 24 | 1.5% | -2.8% | ||
| Q3 24 | 4.4% | -13.1% | ||
| Q2 24 | 3.4% | -7.7% |
净利率SCLSFIX
| Q1 26 | 3.3% | — | ||
| Q4 25 | 0.9% | -1.9% | ||
| Q3 25 | 1.8% | -2.8% | ||
| Q2 25 | 1.9% | -2.3% | ||
| Q1 25 | 3.3% | -2.1% | ||
| Q4 24 | 0.6% | -2.0% | ||
| Q3 24 | 4.3% | -11.4% | ||
| Q2 24 | 1.7% | -6.6% |
每股收益（稀释后）SCLSFIX
| Q1 26 | $0.86 | — | ||
| Q4 25 | $0.22 | $-0.05 | ||
| Q3 25 | $0.47 | $-0.06 | ||
| Q2 25 | $0.50 | $-0.06 | ||
| Q1 25 | $0.86 | $-0.05 | ||
| Q4 24 | $0.14 | $-0.05 | ||
| Q3 24 | $1.03 | $-0.29 | ||
| Q2 24 | $0.42 | $-0.18 |
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 | $328.4M | — |
| 股东权益账面价值 | $1.2B | $204.1M |
| 总资产 | $2.3B | $530.7M |
| 负债/权益比越低杠杆越低 | 0.28× | — |
8季度趋势，按日历期对齐
现金及短期投资SCLSFIX
| Q1 26 | — | — | ||
| Q4 25 | $132.7M | $244.2M | ||
| Q3 25 | $118.5M | $234.9M | ||
| Q2 25 | $88.9M | $234.2M | ||
| Q1 25 | $107.5M | $219.1M | ||
| Q4 24 | $99.7M | $253.3M | ||
| Q3 24 | $147.3M | $247.0M | ||
| Q2 24 | $124.7M | $244.5M |
总债务SCLSFIX
| Q1 26 | $328.4M | — | ||
| Q4 25 | $626.7M | — | ||
| Q3 25 | $655.5M | — | ||
| Q2 25 | $658.0M | — | ||
| Q1 25 | $659.3M | — | ||
| Q4 24 | $625.4M | — | ||
| Q3 24 | $688.5M | — | ||
| Q2 24 | $657.1M | — |
股东权益SCLSFIX
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.2B | $204.1M | ||
| Q3 25 | $1.2B | $203.0M | ||
| Q2 25 | $1.2B | $200.4M | ||
| Q1 25 | $1.2B | $197.8M | ||
| Q4 24 | $1.2B | $190.5M | ||
| Q3 24 | $1.2B | $187.0M | ||
| Q2 24 | $1.2B | $208.9M |
总资产SCLSFIX
| Q1 26 | $2.3B | — | ||
| Q4 25 | $2.4B | $530.7M | ||
| Q3 25 | $2.4B | $480.6M | ||
| Q2 25 | $2.4B | $484.7M | ||
| Q1 25 | $2.4B | $472.6M | ||
| Q4 24 | $2.3B | $507.1M | ||
| Q3 24 | $2.4B | $486.9M | ||
| Q2 24 | $2.3B | $537.0M |
负债/权益比SCLSFIX
| Q1 26 | 0.28× | — | ||
| Q4 25 | 0.50× | — | ||
| Q3 25 | 0.53× | — | ||
| Q2 25 | 0.53× | — | ||
| Q1 25 | 0.55× | — | ||
| Q4 24 | 0.53× | — | ||
| Q3 24 | 0.56× | — | ||
| Q2 24 | 0.55× | — |
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 | — | $10.9M |
| 自由现金流经营现金流 - 资本支出 | — | $5.6M |
| 自由现金流率自由现金流/营收 | — | 1.6% |
| 资本支出强度资本支出/营收 | — | 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SCLSFIX
| Q1 26 | — | — | ||
| Q4 25 | $60.0M | $10.9M | ||
| Q3 25 | $69.8M | $7.0M | ||
| Q2 25 | $11.2M | $20.5M | ||
| Q1 25 | $6.9M | $-16.2M | ||
| Q4 24 | $68.3M | $14.3M | ||
| Q3 24 | $22.7M | $8.2M | ||
| Q2 24 | $29.5M | $21.7M |
自由现金流SCLSFIX
| Q1 26 | — | — | ||
| Q4 25 | $25.4M | $5.6M | ||
| Q3 25 | $40.2M | $2.8M | ||
| Q2 25 | $-14.4M | $16.0M | ||
| Q1 25 | $-25.8M | $-19.4M | ||
| Q4 24 | $32.1M | $9.9M | ||
| Q3 24 | $-4.0M | $4.5M | ||
| Q2 24 | $-208.0K | $18.9M |
自由现金流率SCLSFIX
| Q1 26 | — | — | ||
| Q4 25 | 4.6% | 1.6% | ||
| Q3 25 | 6.8% | 0.9% | ||
| Q2 25 | -2.4% | 4.9% | ||
| Q1 25 | -4.3% | -6.2% | ||
| Q4 24 | 6.1% | 3.1% | ||
| Q3 24 | -0.7% | 1.4% | ||
| Q2 24 | -0.0% | 5.9% |
资本支出强度SCLSFIX
| Q1 26 | — | — | ||
| Q4 25 | 6.3% | 1.6% | ||
| Q3 25 | 5.0% | 1.4% | ||
| Q2 25 | 4.3% | 1.4% | ||
| Q1 25 | 5.5% | 1.0% | ||
| Q4 24 | 6.9% | 1.4% | ||
| Q3 24 | 4.9% | 1.2% | ||
| Q2 24 | 5.3% | 0.9% |
现金转化率SCLSFIX
| Q1 26 | — | — | ||
| Q4 25 | 11.99× | — | ||
| Q3 25 | 6.44× | — | ||
| Q2 25 | 0.99× | — | ||
| Q1 25 | 0.35× | — | ||
| Q4 24 | 20.38× | — | ||
| Q3 24 | 0.96× | — | ||
| Q2 24 | 3.10× | — |
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
SCL
| Surfactants | $453.7M | 75% |
| Polymers | $130.0M | 22% |
| Specialty Products | $20.8M | 3% |
SFIX
暂无分部数据
