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Stitch Fix, Inc.（SFIX）与森馨科技（SXT）财务数据对比。点击上方公司名可切换其他公司
森馨科技的季度营收约是Stitch Fix, Inc.的1.3倍（$435.8M vs $342.1M），森馨科技净利率更高（10.1% vs -1.9%，领先12.0%），森馨科技同比增速更快（11.1% vs 7.3%），过去两年森馨科技的营收复合增速更高（3.9% 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。
森馨科技是总部位于美国威斯康星州密尔沃基的全球化色素、香精香料生产商及销售商，产品广泛应用于食品饮料、医药、化妆品、家居个护、特种印刷成像、计算机成像及工业着色等多个领域，旗下设有香精香料事业部与色素事业部两大核心业务板块。
SFIX vs SXT — 直观对比
营收规模更大
SXT
是对方的1.3倍
$342.1M
营收增速更快
SXT
高出3.8%
7.3%
净利率更高
SXT
高出12.0%
-1.9%
两年增速更快
SXT
近两年复合增速
1.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $342.1M | $435.8M |
| 净利润 | $-6.4M | $44.2M |
| 毛利率 | 43.6% | — |
| 营业利润率 | -2.5% | 15.3% |
| 净利率 | -1.9% | 10.1% |
| 营收同比 | 7.3% | 11.1% |
| 净利润同比 | -1.7% | 28.2% |
| 每股收益（稀释后） | $-0.05 | $1.04 |
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SFIXSXT
| Q1 26 | — | $435.8M | ||
| Q4 25 | $342.1M | $393.4M | ||
| Q3 25 | $311.2M | $412.1M | ||
| Q2 25 | $325.0M | $414.2M | ||
| Q1 25 | $312.1M | $392.3M | ||
| Q4 24 | $318.8M | $376.4M | ||
| Q3 24 | $319.6M | $392.6M | ||
| Q2 24 | $322.7M | $403.5M |
净利润SFIXSXT
| Q1 26 | — | $44.2M | ||
| Q4 25 | $-6.4M | $25.5M | ||
| Q3 25 | $-8.6M | $37.0M | ||
| Q2 25 | $-7.4M | $37.6M | ||
| Q1 25 | $-6.5M | $34.5M | ||
| Q4 24 | $-6.3M | $30.1M | ||
| Q3 24 | $-36.5M | $32.7M | ||
| Q2 24 | $-21.3M | $30.9M |
毛利率SFIXSXT
| Q1 26 | — | — | ||
| Q4 25 | 43.6% | 31.4% | ||
| Q3 25 | 43.6% | 34.3% | ||
| Q2 25 | 44.2% | 34.5% | ||
| Q1 25 | 44.5% | 33.6% | ||
| Q4 24 | 45.4% | 31.7% | ||
| Q3 24 | 44.6% | 33.2% | ||
| Q2 24 | 45.5% | 32.4% |
营业利润率SFIXSXT
| Q1 26 | — | 15.3% | ||
| Q4 25 | -2.5% | 9.7% | ||
| Q3 25 | -3.6% | 14.0% | ||
| Q2 25 | -3.0% | 13.9% | ||
| Q1 25 | -2.9% | 13.6% | ||
| Q4 24 | -2.8% | 11.2% | ||
| Q3 24 | -13.1% | 12.9% | ||
| Q2 24 | -7.7% | 12.3% |
净利率SFIXSXT
| Q1 26 | — | 10.1% | ||
| Q4 25 | -1.9% | 6.5% | ||
| Q3 25 | -2.8% | 9.0% | ||
| Q2 25 | -2.3% | 9.1% | ||
| Q1 25 | -2.1% | 8.8% | ||
| Q4 24 | -2.0% | 8.0% | ||
| Q3 24 | -11.4% | 8.3% | ||
| Q2 24 | -6.6% | 7.7% |
每股收益（稀释后）SFIXSXT
| Q1 26 | — | $1.04 | ||
| Q4 25 | $-0.05 | $0.60 | ||
| Q3 25 | $-0.06 | $0.87 | ||
| Q2 25 | $-0.06 | $0.88 | ||
| Q1 25 | $-0.05 | $0.81 | ||
| Q4 24 | $-0.05 | $0.71 | ||
| Q3 24 | $-0.29 | $0.77 | ||
| Q2 24 | $-0.18 | $0.73 |
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 | $38.5M |
| 总债务越低越好 | — | $767.8M |
| 股东权益账面价值 | $204.1M | $1.2B |
| 总资产 | $530.7M | $2.3B |
| 负债/权益比越低杠杆越低 | — | 0.63× |
8季度趋势，按日历期对齐
现金及短期投资SFIXSXT
| Q1 26 | — | $38.5M | ||
| Q4 25 | $244.2M | $36.5M | ||
| Q3 25 | $234.9M | $42.7M | ||
| Q2 25 | $234.2M | $56.7M | ||
| Q1 25 | $219.1M | $32.6M | ||
| Q4 24 | $253.3M | $26.6M | ||
| Q3 24 | $247.0M | $37.0M | ||
| Q2 24 | $244.5M | $30.3M |
总债务SFIXSXT
| Q1 26 | — | $767.8M | ||
| Q4 25 | — | $709.2M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $613.5M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益SFIXSXT
| Q1 26 | — | $1.2B | ||
| Q4 25 | $204.1M | $1.2B | ||
| Q3 25 | $203.0M | $1.2B | ||
| Q2 25 | $200.4M | $1.2B | ||
| Q1 25 | $197.8M | $1.1B | ||
| Q4 24 | $190.5M | $1.1B | ||
| Q3 24 | $187.0M | $1.1B | ||
| Q2 24 | $208.9M | $1.1B |
总资产SFIXSXT
| Q1 26 | — | $2.3B | ||
| Q4 25 | $530.7M | $2.2B | ||
| Q3 25 | $480.6M | $2.2B | ||
| Q2 25 | $484.7M | $2.2B | ||
| Q1 25 | $472.6M | $2.1B | ||
| Q4 24 | $507.1M | $2.0B | ||
| Q3 24 | $486.9M | $2.0B | ||
| Q2 24 | $537.0M | $2.0B |
负债/权益比SFIXSXT
| Q1 26 | — | 0.63× | ||
| Q4 25 | — | 0.59× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.58× | ||
| Q3 24 | — | — | ||
| Q2 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 | $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SFIXSXT
| Q1 26 | — | — | ||
| Q4 25 | $10.9M | $44.6M | ||
| Q3 25 | $7.0M | $44.0M | ||
| Q2 25 | $20.5M | $48.3M | ||
| Q1 25 | $-16.2M | $-9.0M | ||
| Q4 24 | $14.3M | $21.4M | ||
| Q3 24 | $8.2M | $76.8M | ||
| Q2 24 | $21.7M | $43.8M |
自由现金流SFIXSXT
| Q1 26 | — | — | ||
| Q4 25 | $5.6M | $12.9M | ||
| Q3 25 | $2.8M | $24.2M | ||
| Q2 25 | $16.0M | $27.1M | ||
| Q1 25 | $-19.4M | $-25.8M | ||
| Q4 24 | $9.9M | $-1.7M | ||
| Q3 24 | $4.5M | $63.6M | ||
| Q2 24 | $18.9M | $32.0M |
自由现金流率SFIXSXT
| Q1 26 | — | — | ||
| Q4 25 | 1.6% | 3.3% | ||
| Q3 25 | 0.9% | 5.9% | ||
| Q2 25 | 4.9% | 6.5% | ||
| Q1 25 | -6.2% | -6.6% | ||
| Q4 24 | 3.1% | -0.5% | ||
| Q3 24 | 1.4% | 16.2% | ||
| Q2 24 | 5.9% | 7.9% |
资本支出强度SFIXSXT
| Q1 26 | — | — | ||
| Q4 25 | 1.6% | 8.0% | ||
| Q3 25 | 1.4% | 4.8% | ||
| Q2 25 | 1.4% | 5.1% | ||
| Q1 25 | 1.0% | 4.3% | ||
| Q4 24 | 1.4% | 6.1% | ||
| Q3 24 | 1.2% | 3.4% | ||
| Q2 24 | 0.9% | 2.9% |
现金转化率SFIXSXT
| Q1 26 | — | — | ||
| Q4 25 | — | 1.75× | ||
| Q3 25 | — | 1.19× | ||
| Q2 25 | — | 1.28× | ||
| Q1 25 | — | -0.26× | ||
| Q4 24 | — | 0.71× | ||
| Q3 24 | — | 2.35× | ||
| Q2 24 | — | 1.42× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
