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Stitch Fix, Inc.（SFIX）与STANDARD MOTOR PRODUCTS, INC.（SMP）财务数据对比。点击上方公司名可切换其他公司
STANDARD MOTOR PRODUCTS, INC.的季度营收约是Stitch Fix, Inc.的1.1倍（$385.1M vs $342.1M），STANDARD MOTOR PRODUCTS, INC.净利率更高（2.0% vs -1.9%，领先3.9%），STANDARD MOTOR PRODUCTS, INC.同比增速更快（12.2% vs 7.3%），Stitch Fix, Inc.自由现金流更多（$5.6M vs $-37.6M），过去两年STANDARD MOTOR PRODUCTS, INC.的营收复合增速更高（7.8% vs 1.8%）
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。
标准汽车产品公司（SMP）是一家汽车零部件制造商与经销商，由埃利亚斯·法伊夫和拉尔夫·范艾伦于1919年合伙创立，1926年完成法人注册，总部位于纽约长岛市，在纽约证券交易所上市。公司目前设有车辆控制、温控、工程解决方案和尼森斯四大运营板块，为汽车售后市场供应相关零部件产品。
SFIX vs SMP — 直观对比
营收规模更大
SMP
是对方的1.1倍
$342.1M
营收增速更快
SMP
高出4.8%
7.3%
净利率更高
SMP
高出3.9%
-1.9%
自由现金流更多
SFIX
多$43.2M
$-37.6M
两年增速更快
SMP
近两年复合增速
1.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $342.1M | $385.1M |
| 净利润 | $-6.4M | $7.9M |
| 毛利率 | 43.6% | 31.7% |
| 营业利润率 | -2.5% | 5.6% |
| 净利率 | -1.9% | 2.0% |
| 营收同比 | 7.3% | 12.2% |
| 净利润同比 | -1.7% | 457.9% |
| 每股收益（稀释后） | $-0.05 | $0.34 |
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SFIXSMP
| Q4 25 | $342.1M | $385.1M | ||
| Q3 25 | $311.2M | $498.8M | ||
| Q2 25 | $325.0M | $493.9M | ||
| Q1 25 | $312.1M | $413.4M | ||
| Q4 24 | $318.8M | $343.4M | ||
| Q3 24 | $319.6M | $399.3M | ||
| Q2 24 | $322.7M | $389.8M | ||
| Q1 24 | $330.4M | $331.4M |
净利润SFIXSMP
| Q4 25 | $-6.4M | $7.9M | ||
| Q3 25 | $-8.6M | $-4.3M | ||
| Q2 25 | $-7.4M | $25.2M | ||
| Q1 25 | $-6.5M | $12.6M | ||
| Q4 24 | $-6.3M | $-2.2M | ||
| Q3 24 | $-36.5M | $3.8M | ||
| Q2 24 | $-21.3M | $17.1M | ||
| Q1 24 | $-35.5M | $8.8M |
毛利率SFIXSMP
| Q4 25 | 43.6% | 31.7% | ||
| Q3 25 | 43.6% | 32.4% | ||
| Q2 25 | 44.2% | 30.6% | ||
| Q1 25 | 44.5% | 30.2% | ||
| Q4 24 | 45.4% | 29.4% | ||
| Q3 24 | 44.6% | 30.4% | ||
| Q2 24 | 45.5% | 28.6% | ||
| Q1 24 | 43.4% | 27.0% |
营业利润率SFIXSMP
| Q4 25 | -2.5% | 5.6% | ||
| Q3 25 | -3.6% | 9.5% | ||
| Q2 25 | -3.0% | 8.7% | ||
| Q1 25 | -2.9% | 5.9% | ||
| Q4 24 | -2.8% | 1.1% | ||
| Q3 24 | -13.1% | 9.3% | ||
| Q2 24 | -7.7% | 6.4% | ||
| Q1 24 | -11.5% | 4.4% |
净利率SFIXSMP
| Q4 25 | -1.9% | 2.0% | ||
| Q3 25 | -2.8% | -0.9% | ||
| Q2 25 | -2.3% | 5.1% | ||
| Q1 25 | -2.1% | 3.0% | ||
| Q4 24 | -2.0% | -0.6% | ||
| Q3 24 | -11.4% | 1.0% | ||
| Q2 24 | -6.6% | 4.4% | ||
| Q1 24 | -10.8% | 2.7% |
每股收益（稀释后）SFIXSMP
| Q4 25 | $-0.05 | $0.34 | ||
| Q3 25 | $-0.06 | $-0.19 | ||
| Q2 25 | $-0.06 | $1.13 | ||
| Q1 25 | $-0.05 | $0.56 | ||
| Q4 24 | $-0.05 | $-0.09 | ||
| Q3 24 | $-0.29 | $0.17 | ||
| Q2 24 | $-0.18 | $0.77 | ||
| Q1 24 | $-0.30 | $0.39 |
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 | — | $618.7M |
| 股东权益账面价值 | $204.1M | $683.7M |
| 总资产 | $530.7M | $2.0B |
| 负债/权益比越低杠杆越低 | — | 0.90× |
8季度趋势，按日历期对齐
现金及短期投资SFIXSMP
| Q4 25 | $244.2M | — | ||
| Q3 25 | $234.9M | $87.2M | ||
| Q2 25 | $234.2M | $58.8M | ||
| Q1 25 | $219.1M | $50.3M | ||
| Q4 24 | $253.3M | $44.4M | ||
| Q3 24 | $247.0M | $26.3M | ||
| Q2 24 | $244.5M | $26.2M | ||
| Q1 24 | $229.8M | $27.1M |
总债务SFIXSMP
| Q4 25 | — | $618.7M | ||
| Q3 25 | — | $589.5M | ||
| Q2 25 | — | $636.6M | ||
| Q1 25 | — | $650.6M | ||
| Q4 24 | — | $562.3M | ||
| Q3 24 | — | $142.8M | ||
| Q2 24 | — | $208.2M | ||
| Q1 24 | — | $214.9M |
股东权益SFIXSMP
| Q4 25 | $204.1M | $683.7M | ||
| Q3 25 | $203.0M | $677.4M | ||
| Q2 25 | $200.4M | $688.6M | ||
| Q1 25 | $197.8M | $638.0M | ||
| Q4 24 | $190.5M | $615.7M | ||
| Q3 24 | $187.0M | $638.8M | ||
| Q2 24 | $208.9M | $640.0M | ||
| Q1 24 | $213.3M | $639.1M |
总资产SFIXSMP
| Q4 25 | $530.7M | $2.0B | ||
| Q3 25 | $480.6M | $2.0B | ||
| Q2 25 | $484.7M | $2.0B | ||
| Q1 25 | $472.6M | $1.9B | ||
| Q4 24 | $507.1M | $1.8B | ||
| Q3 24 | $486.9M | $1.4B | ||
| Q2 24 | $537.0M | $1.4B | ||
| Q1 24 | $538.3M | $1.4B |
负债/权益比SFIXSMP
| Q4 25 | — | 0.90× | ||
| Q3 25 | — | 0.87× | ||
| Q2 25 | — | 0.92× | ||
| Q1 25 | — | 1.02× | ||
| Q4 24 | — | 0.91× | ||
| Q3 24 | — | 0.22× | ||
| Q2 24 | — | 0.33× | ||
| Q1 24 | — | 0.34× |
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 | $-28.2M |
| 自由现金流经营现金流 - 资本支出 | $5.6M | $-37.6M |
| 自由现金流率自由现金流/营收 | 1.6% | -9.8% |
| 资本支出强度资本支出/营收 | 1.6% | 2.4% |
| 现金转化率经营现金流/净利润 | — | -3.59× |
| 过去12个月自由现金流最近4个季度 | $4.9M | $18.7M |
8季度趋势，按日历期对齐
经营现金流SFIXSMP
| Q4 25 | $10.9M | $-28.2M | ||
| Q3 25 | $7.0M | $91.6M | ||
| Q2 25 | $20.5M | $54.3M | ||
| Q1 25 | $-16.2M | $-60.2M | ||
| Q4 24 | $14.3M | $-1.5M | ||
| Q3 24 | $8.2M | $88.3M | ||
| Q2 24 | $21.7M | $35.6M | ||
| Q1 24 | $-22.3M | $-45.7M |
自由现金流SFIXSMP
| Q4 25 | $5.6M | $-37.6M | ||
| Q3 25 | $2.8M | $81.5M | ||
| Q2 25 | $16.0M | $44.2M | ||
| Q1 25 | $-19.4M | $-69.4M | ||
| Q4 24 | $9.9M | $-11.4M | ||
| Q3 24 | $4.5M | $77.1M | ||
| Q2 24 | $18.9M | $22.7M | ||
| Q1 24 | $-26.1M | $-55.8M |
自由现金流率SFIXSMP
| Q4 25 | 1.6% | -9.8% | ||
| Q3 25 | 0.9% | 16.3% | ||
| Q2 25 | 4.9% | 8.9% | ||
| Q1 25 | -6.2% | -16.8% | ||
| Q4 24 | 3.1% | -3.3% | ||
| Q3 24 | 1.4% | 19.3% | ||
| Q2 24 | 5.9% | 5.8% | ||
| Q1 24 | -7.9% | -16.8% |
资本支出强度SFIXSMP
| Q4 25 | 1.6% | 2.4% | ||
| Q3 25 | 1.4% | 2.0% | ||
| Q2 25 | 1.4% | 2.1% | ||
| Q1 25 | 1.0% | 2.2% | ||
| Q4 24 | 1.4% | 2.9% | ||
| Q3 24 | 1.2% | 2.8% | ||
| Q2 24 | 0.9% | 3.3% | ||
| Q1 24 | 1.1% | 3.0% |
现金转化率SFIXSMP
| Q4 25 | — | -3.59× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 2.15× | ||
| Q1 25 | — | -4.79× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 23.19× | ||
| Q2 24 | — | 2.09× | ||
| Q1 24 | — | -5.18× |
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
SFIX
暂无分部数据
SMP
| Engineered Solutions | $66.1M | 17% |
| Electrical And Safety | $63.6M | 17% |
| Temperature Control | $61.5M | 16% |
| Europe Excluding Poland | $55.5M | 14% |
| Other Thermal Components | $30.7M | 8% |
| Air Conditioning | $22.7M | 6% |
| Commercial Vehicle | $19.7M | 5% |
| All Other | $18.9M | 5% |
| PL | $16.0M | 4% |
| Wire Sets And Other | $11.9M | 3% |
| Engine Efficiency | $10.0M | 3% |
| Construction Agriculture | $7.8M | 2% |
