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Stitch Fix, Inc.（SFIX）与Simpson Manufacturing Co., Inc.（SSD）财务数据对比。点击上方公司名可切换其他公司
Simpson Manufacturing Co., Inc.的季度营收约是Stitch Fix, Inc.的1.6倍（$539.3M vs $342.1M），Simpson Manufacturing Co., Inc.净利率更高（10.4% vs -1.9%，领先12.3%），Stitch Fix, Inc.同比增速更快（7.3% vs 4.2%），Simpson Manufacturing Co., Inc.自由现金流更多（$119.0M vs $5.6M），过去两年Stitch Fix, Inc.的营收复合增速更高（1.8% vs 0.8%）
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。
辛普森制造是美国领先的建筑材料生产企业，主营面向新建建筑及改造翻新项目的结构连接件、紧固件、锚固件等专业产品，在建筑配套材料领域具备深厚的技术积累与较高的市场认可度。
SFIX vs SSD — 直观对比
营收规模更大
SSD
是对方的1.6倍
$342.1M
营收增速更快
SFIX
高出3.1%
4.2%
净利率更高
SSD
高出12.3%
-1.9%
自由现金流更多
SSD
多$113.4M
$5.6M
两年增速更快
SFIX
近两年复合增速
0.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $342.1M | $539.3M |
| 净利润 | $-6.4M | $56.2M |
| 毛利率 | 43.6% | 43.4% |
| 营业利润率 | -2.5% | 13.9% |
| 净利率 | -1.9% | 10.4% |
| 营收同比 | 7.3% | 4.2% |
| 净利润同比 | -1.7% | 1.4% |
| 每股收益（稀释后） | $-0.05 | $1.34 |
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SFIXSSD
| Q4 25 | $342.1M | $539.3M | ||
| Q3 25 | $311.2M | $623.5M | ||
| Q2 25 | $325.0M | $631.1M | ||
| Q1 25 | $312.1M | $538.9M | ||
| Q4 24 | $318.8M | $517.4M | ||
| Q3 24 | $319.6M | $587.2M | ||
| Q2 24 | $322.7M | $597.0M | ||
| Q1 24 | $330.4M | $530.6M |
净利润SFIXSSD
| Q4 25 | $-6.4M | $56.2M | ||
| Q3 25 | $-8.6M | $107.4M | ||
| Q2 25 | $-7.4M | $103.5M | ||
| Q1 25 | $-6.5M | $77.9M | ||
| Q4 24 | $-6.3M | $55.4M | ||
| Q3 24 | $-36.5M | $93.5M | ||
| Q2 24 | $-21.3M | $97.8M | ||
| Q1 24 | $-35.5M | $75.4M |
毛利率SFIXSSD
| Q4 25 | 43.6% | 43.4% | ||
| Q3 25 | 43.6% | 46.4% | ||
| Q2 25 | 44.2% | 46.7% | ||
| Q1 25 | 44.5% | 46.8% | ||
| Q4 24 | 45.4% | 44.0% | ||
| Q3 24 | 44.6% | 46.8% | ||
| Q2 24 | 45.5% | 46.7% | ||
| Q1 24 | 43.4% | 46.1% |
营业利润率SFIXSSD
| Q4 25 | -2.5% | 13.9% | ||
| Q3 25 | -3.6% | 22.6% | ||
| Q2 25 | -3.0% | 22.2% | ||
| Q1 25 | -2.9% | 19.0% | ||
| Q4 24 | -2.8% | 14.8% | ||
| Q3 24 | -13.1% | 21.3% | ||
| Q2 24 | -7.7% | 22.1% | ||
| Q1 24 | -11.5% | 18.1% |
净利率SFIXSSD
| Q4 25 | -1.9% | 10.4% | ||
| Q3 25 | -2.8% | 17.2% | ||
| Q2 25 | -2.3% | 16.4% | ||
| Q1 25 | -2.1% | 14.5% | ||
| Q4 24 | -2.0% | 10.7% | ||
| Q3 24 | -11.4% | 15.9% | ||
| Q2 24 | -6.6% | 16.4% | ||
| Q1 24 | -10.8% | 14.2% |
每股收益（稀释后）SFIXSSD
| Q4 25 | $-0.05 | $1.34 | ||
| Q3 25 | $-0.06 | $2.58 | ||
| Q2 25 | $-0.06 | $2.47 | ||
| Q1 25 | $-0.05 | $1.85 | ||
| Q4 24 | $-0.05 | $1.31 | ||
| Q3 24 | $-0.29 | $2.21 | ||
| Q2 24 | $-0.18 | $2.31 | ||
| Q1 24 | $-0.30 | $1.77 |
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 | $384.1M |
| 总债务越低越好 | — | $300.0M |
| 股东权益账面价值 | $204.1M | $2.0B |
| 总资产 | $530.7M | $3.1B |
| 负债/权益比越低杠杆越低 | — | 0.15× |
8季度趋势，按日历期对齐
现金及短期投资SFIXSSD
| Q4 25 | $244.2M | $384.1M | ||
| Q3 25 | $234.9M | $297.3M | ||
| Q2 25 | $234.2M | $190.4M | ||
| Q1 25 | $219.1M | $150.3M | ||
| Q4 24 | $253.3M | $239.4M | ||
| Q3 24 | $247.0M | $339.4M | ||
| Q2 24 | $244.5M | $354.9M | ||
| Q1 24 | $229.8M | $369.1M |
总债务SFIXSSD
| Q4 25 | — | $300.0M | ||
| Q3 25 | — | $371.3M | ||
| Q2 25 | — | $376.9M | ||
| Q1 25 | — | $382.5M | ||
| Q4 24 | — | $388.1M | ||
| Q3 24 | — | $393.8M | ||
| Q2 24 | — | $399.4M | ||
| Q1 24 | — | $405.0M |
股东权益SFIXSSD
| Q4 25 | $204.1M | $2.0B | ||
| Q3 25 | $203.0M | $2.0B | ||
| Q2 25 | $200.4M | $1.9B | ||
| Q1 25 | $197.8M | $1.9B | ||
| Q4 24 | $190.5M | $1.8B | ||
| Q3 24 | $187.0M | $1.9B | ||
| Q2 24 | $208.9M | $1.8B | ||
| Q1 24 | $213.3M | $1.7B |
总资产SFIXSSD
| Q4 25 | $530.7M | $3.1B | ||
| Q3 25 | $480.6M | $3.0B | ||
| Q2 25 | $484.7M | $3.0B | ||
| Q1 25 | $472.6M | $2.8B | ||
| Q4 24 | $507.1M | $2.7B | ||
| Q3 24 | $486.9M | $2.9B | ||
| Q2 24 | $537.0M | $2.8B | ||
| Q1 24 | $538.3M | $2.7B |
负债/权益比SFIXSSD
| Q4 25 | — | 0.15× | ||
| Q3 25 | — | 0.19× | ||
| Q2 25 | — | 0.20× | ||
| Q1 25 | — | 0.21× | ||
| Q4 24 | — | 0.21× | ||
| Q3 24 | — | 0.21× | ||
| Q2 24 | — | 0.23× | ||
| Q1 24 | — | 0.23× |
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 | $155.7M |
| 自由现金流经营现金流 - 资本支出 | $5.6M | $119.0M |
| 自由现金流率自由现金流/营收 | 1.6% | 22.1% |
| 资本支出强度资本支出/营收 | 1.6% | 6.8% |
| 现金转化率经营现金流/净利润 | — | 2.77× |
| 过去12个月自由现金流最近4个季度 | $4.9M | $297.6M |
8季度趋势，按日历期对齐
经营现金流SFIXSSD
| Q4 25 | $10.9M | $155.7M | ||
| Q3 25 | $7.0M | $170.2M | ||
| Q2 25 | $20.5M | $125.2M | ||
| Q1 25 | $-16.2M | $7.6M | ||
| Q4 24 | $14.3M | $115.8M | ||
| Q3 24 | $8.2M | $103.3M | ||
| Q2 24 | $21.7M | $111.1M | ||
| Q1 24 | $-22.3M | $7.9M |
自由现金流SFIXSSD
| Q4 25 | $5.6M | $119.0M | ||
| Q3 25 | $2.8M | $133.9M | ||
| Q2 25 | $16.0M | $87.3M | ||
| Q1 25 | $-19.4M | $-42.6M | ||
| Q4 24 | $9.9M | $60.3M | ||
| Q3 24 | $4.5M | $58.1M | ||
| Q2 24 | $18.9M | $70.9M | ||
| Q1 24 | $-26.1M | $-31.5M |
自由现金流率SFIXSSD
| Q4 25 | 1.6% | 22.1% | ||
| Q3 25 | 0.9% | 21.5% | ||
| Q2 25 | 4.9% | 13.8% | ||
| Q1 25 | -6.2% | -7.9% | ||
| Q4 24 | 3.1% | 11.7% | ||
| Q3 24 | 1.4% | 9.9% | ||
| Q2 24 | 5.9% | 11.9% | ||
| Q1 24 | -7.9% | -5.9% |
资本支出强度SFIXSSD
| Q4 25 | 1.6% | 6.8% | ||
| Q3 25 | 1.4% | 5.8% | ||
| Q2 25 | 1.4% | 6.0% | ||
| Q1 25 | 1.0% | 9.3% | ||
| Q4 24 | 1.4% | 10.7% | ||
| Q3 24 | 1.2% | 7.7% | ||
| Q2 24 | 0.9% | 6.7% | ||
| Q1 24 | 1.1% | 7.4% |
现金转化率SFIXSSD
| Q4 25 | — | 2.77× | ||
| Q3 25 | — | 1.58× | ||
| Q2 25 | — | 1.21× | ||
| Q1 25 | — | 0.10× | ||
| Q4 24 | — | 2.09× | ||
| Q3 24 | — | 1.10× | ||
| Q2 24 | — | 1.14× | ||
| Q1 24 | — | 0.11× |
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
SSD
| Wood Construction | $352.0M | 65% |
| Other | $122.4M | 23% |
| Concrete Construction | $64.6M | 12% |
| Other Products | $318.0K | 0% |
