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Stitch Fix, Inc.（SFIX）与Tilray Brands, Inc.（TLRY）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Tilray Brands, Inc.的1.6倍（$342.1M vs $217.5M），Stitch Fix, Inc.净利率更高（-1.9% vs -20.7%，领先18.8%），Stitch Fix, Inc.同比增速更快（7.3% vs 3.1%），过去两年Tilray Brands, Inc.的营收复合增速更高（7.5% 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。
Tilray Brands, Inc.是一家美国企业，主营医药、大麻生活方式产品以及包装消费品业务，公司注册于美国，总部坐落于纽约。该公司在加拿大、澳大利亚、新西兰、拉美地区均开展业务，同时在德国和葡萄牙拥有大麻种植基地。
SFIX vs TLRY — 直观对比
营收规模更大
SFIX
是对方的1.6倍
$217.5M
营收增速更快
SFIX
高出4.2%
3.1%
净利率更高
SFIX
高出18.8%
-20.7%
两年增速更快
TLRY
近两年复合增速
1.8%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $342.1M | $217.5M |
| 净利润 | $-6.4M | $-44.9M |
| 毛利率 | 43.6% | 26.4% |
| 营业利润率 | -2.5% | -10.2% |
| 净利率 | -1.9% | -20.7% |
| 营收同比 | 7.3% | 3.1% |
| 净利润同比 | -1.7% | 47.4% |
| 每股收益（稀释后） | $-0.05 | $-0.41 |
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SFIXTLRY
| Q4 25 | $342.1M | $217.5M | ||
| Q3 25 | $311.2M | $209.5M | ||
| Q2 25 | $325.0M | $224.5M | ||
| Q1 25 | $312.1M | $185.8M | ||
| Q4 24 | $318.8M | $210.9M | ||
| Q3 24 | $319.6M | $200.0M | ||
| Q2 24 | $322.7M | $229.9M | ||
| Q1 24 | $330.4M | $188.3M |
净利润SFIXTLRY
| Q4 25 | $-6.4M | $-44.9M | ||
| Q3 25 | $-8.6M | $-322.0K | ||
| Q2 25 | $-7.4M | $-1.3B | ||
| Q1 25 | $-6.5M | $-789.4M | ||
| Q4 24 | $-6.3M | $-85.3M | ||
| Q3 24 | $-36.5M | $-39.2M | ||
| Q2 24 | $-21.3M | $-31.7M | ||
| Q1 24 | $-35.5M | $-92.7M |
毛利率SFIXTLRY
| Q4 25 | 43.6% | 26.4% | ||
| Q3 25 | 43.6% | 27.4% | ||
| Q2 25 | 44.2% | 30.1% | ||
| Q1 25 | 44.5% | 28.0% | ||
| Q4 24 | 45.4% | 29.0% | ||
| Q3 24 | 44.6% | 29.8% | ||
| Q2 24 | 45.5% | 35.8% | ||
| Q1 24 | 43.4% | 26.2% |
营业利润率SFIXTLRY
| Q4 25 | -2.5% | -10.2% | ||
| Q3 25 | -3.6% | 1.0% | ||
| Q2 25 | -3.0% | -643.1% | ||
| Q1 25 | -2.9% | -409.0% | ||
| Q4 24 | -2.8% | -20.0% | ||
| Q3 24 | -13.1% | -18.3% | ||
| Q2 24 | -7.7% | -7.2% | ||
| Q1 24 | -11.5% | -43.6% |
净利率SFIXTLRY
| Q4 25 | -1.9% | -20.7% | ||
| Q3 25 | -2.8% | -0.2% | ||
| Q2 25 | -2.3% | -566.9% | ||
| Q1 25 | -2.1% | -424.9% | ||
| Q4 24 | -2.0% | -40.5% | ||
| Q3 24 | -11.4% | -19.6% | ||
| Q2 24 | -6.6% | -13.8% | ||
| Q1 24 | -10.8% | -49.2% |
每股收益（稀释后）SFIXTLRY
| Q4 25 | $-0.05 | $-0.41 | ||
| Q3 25 | $-0.06 | $0.00 | ||
| Q2 25 | $-0.06 | $7.26 | ||
| Q1 25 | $-0.05 | $-8.69 | ||
| Q4 24 | $-0.05 | $-0.99 | ||
| Q3 24 | $-0.29 | $-0.04 | ||
| Q2 24 | $-0.18 | $-0.04 | ||
| Q1 24 | $-0.30 | $-0.12 |
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 | $291.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $204.1M | $1.6B |
| 总资产 | $530.7M | $2.1B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资SFIXTLRY
| Q4 25 | $244.2M | $291.6M | ||
| Q3 25 | $234.9M | $264.8M | ||
| Q2 25 | $234.2M | $256.4M | ||
| Q1 25 | $219.1M | — | ||
| Q4 24 | $253.3M | $252.2M | ||
| Q3 24 | $247.0M | $280.1M | ||
| Q2 24 | $244.5M | $260.5M | ||
| Q1 24 | $229.8M | $225.9M |
股东权益SFIXTLRY
| Q4 25 | $204.1M | $1.6B | ||
| Q3 25 | $203.0M | $1.5B | ||
| Q2 25 | $200.4M | $1.5B | ||
| Q1 25 | $197.8M | $2.7B | ||
| Q4 24 | $190.5M | $3.5B | ||
| Q3 24 | $187.0M | $3.5B | ||
| Q2 24 | $208.9M | $3.4B | ||
| Q1 24 | $213.3M | $3.4B |
总资产SFIXTLRY
| Q4 25 | $530.7M | $2.1B | ||
| Q3 25 | $480.6M | $2.1B | ||
| Q2 25 | $484.7M | $2.1B | ||
| Q1 25 | $472.6M | — | ||
| Q4 24 | $507.1M | $4.2B | ||
| Q3 24 | $486.9M | $4.3B | ||
| Q2 24 | $537.0M | $4.2B | ||
| Q1 24 | $538.3M | $4.2B |
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 | $-8.5M |
| 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SFIXTLRY
| Q4 25 | $10.9M | $-8.5M | ||
| Q3 25 | $7.0M | $-1.3M | ||
| Q2 25 | $20.5M | $-12.8M | ||
| Q1 25 | $-16.2M | $-5.8M | ||
| Q4 24 | $14.3M | $-40.7M | ||
| Q3 24 | $8.2M | $-35.3M | ||
| Q2 24 | $21.7M | $30.7M | ||
| Q1 24 | $-22.3M | $-15.4M |
自由现金流SFIXTLRY
| Q4 25 | $5.6M | — | ||
| Q3 25 | $2.8M | — | ||
| Q2 25 | $16.0M | $-19.1M | ||
| Q1 25 | $-19.4M | $-20.2M | ||
| Q4 24 | $9.9M | $-46.2M | ||
| Q3 24 | $4.5M | $-42.0M | ||
| Q2 24 | $18.9M | $21.0M | ||
| Q1 24 | $-26.1M | $-24.9M |
自由现金流率SFIXTLRY
| Q4 25 | 1.6% | — | ||
| Q3 25 | 0.9% | — | ||
| Q2 25 | 4.9% | -8.5% | ||
| Q1 25 | -6.2% | -10.9% | ||
| Q4 24 | 3.1% | -21.9% | ||
| Q3 24 | 1.4% | -21.0% | ||
| Q2 24 | 5.9% | 9.1% | ||
| Q1 24 | -7.9% | -13.2% |
资本支出强度SFIXTLRY
| Q4 25 | 1.6% | — | ||
| Q3 25 | 1.4% | — | ||
| Q2 25 | 1.4% | 2.8% | ||
| Q1 25 | 1.0% | 7.8% | ||
| Q4 24 | 1.4% | 2.6% | ||
| Q3 24 | 1.2% | 3.4% | ||
| Q2 24 | 0.9% | 4.2% | ||
| Q1 24 | 1.1% | 5.1% |
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
SFIX
暂无分部数据
TLRY
| Adultuse Cannabis Products | $62.4M | 29% |
| Other | $59.2M | 27% |
| Beverage Alcohol Business | $53.6M | 25% |
| International Cannabis Products | $20.2M | 9% |
| Wellness Business | $14.6M | 7% |
| Medical Cannabis Products | $6.2M | 3% |
| Wholesale Cannabis Products | $1.3M | 1% |
