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Stitch Fix, Inc.（SFIX）与Tyler Technologies（TYL）财务数据对比。点击上方公司名可切换其他公司
Tyler Technologies的季度营收约是Stitch Fix, Inc.的1.8倍（$613.5M vs $342.1M），Tyler Technologies净利率更高（13.2% vs -1.9%，领先15.1%），Tyler Technologies同比增速更快（8.6% vs 7.3%），Stitch Fix, Inc.自由现金流更多（$5.6M vs $2.0M），过去两年Tyler Technologies的营收复合增速更高（6.5% 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。
Tyler Technologies, Inc.是总部位于美国得克萨斯州普莱诺的科技企业，主营面向美国公共部门提供自研专有软件，目前在全美17个州设有办事处，另在加拿大安大略省多伦多市设有一处办公网点。
SFIX vs TYL — 直观对比
营收规模更大
TYL
是对方的1.8倍
$342.1M
营收增速更快
TYL
高出1.2%
7.3%
净利率更高
TYL
高出15.1%
-1.9%
自由现金流更多
SFIX
多$3.5M
$2.0M
两年增速更快
TYL
近两年复合增速
1.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $342.1M | $613.5M |
| 净利润 | $-6.4M | $81.2M |
| 毛利率 | 43.6% | 48.3% |
| 营业利润率 | -2.5% | 16.3% |
| 净利率 | -1.9% | 13.2% |
| 营收同比 | 7.3% | 8.6% |
| 净利润同比 | -1.7% | — |
| 每股收益（稀释后） | $-0.05 | $1.88 |
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SFIXTYL
| Q1 26 | — | $613.5M | ||
| Q4 25 | $342.1M | $575.2M | ||
| Q3 25 | $311.2M | $595.9M | ||
| Q2 25 | $325.0M | $596.1M | ||
| Q1 25 | $312.1M | $565.2M | ||
| Q4 24 | $318.8M | $541.1M | ||
| Q3 24 | $319.6M | $543.3M | ||
| Q2 24 | $322.7M | $541.0M |
净利润SFIXTYL
| Q1 26 | — | $81.2M | ||
| Q4 25 | $-6.4M | $65.5M | ||
| Q3 25 | $-8.6M | $84.4M | ||
| Q2 25 | $-7.4M | $84.6M | ||
| Q1 25 | $-6.5M | $81.1M | ||
| Q4 24 | $-6.3M | $65.2M | ||
| Q3 24 | $-36.5M | $75.9M | ||
| Q2 24 | $-21.3M | $67.7M |
毛利率SFIXTYL
| Q1 26 | — | 48.3% | ||
| Q4 25 | 43.6% | 45.5% | ||
| Q3 25 | 43.6% | 47.2% | ||
| Q2 25 | 44.2% | 45.8% | ||
| Q1 25 | 44.5% | 47.3% | ||
| Q4 24 | 45.4% | 43.8% | ||
| Q3 24 | 44.6% | 43.7% | ||
| Q2 24 | 45.5% | 44.0% |
营业利润率SFIXTYL
| Q1 26 | — | 16.3% | ||
| Q4 25 | -2.5% | 13.0% | ||
| Q3 25 | -3.6% | 16.4% | ||
| Q2 25 | -3.0% | 16.0% | ||
| Q1 25 | -2.9% | 15.8% | ||
| Q4 24 | -2.8% | 13.2% | ||
| Q3 24 | -13.1% | 15.2% | ||
| Q2 24 | -7.7% | 14.4% |
净利率SFIXTYL
| Q1 26 | — | 13.2% | ||
| Q4 25 | -1.9% | 11.4% | ||
| Q3 25 | -2.8% | 14.2% | ||
| Q2 25 | -2.3% | 14.2% | ||
| Q1 25 | -2.1% | 14.3% | ||
| Q4 24 | -2.0% | 12.1% | ||
| Q3 24 | -11.4% | 14.0% | ||
| Q2 24 | -6.6% | 12.5% |
每股收益（稀释后）SFIXTYL
| Q1 26 | — | $1.88 | ||
| Q4 25 | $-0.05 | $1.50 | ||
| Q3 25 | $-0.06 | $1.93 | ||
| Q2 25 | $-0.06 | $1.93 | ||
| Q1 25 | $-0.05 | $1.84 | ||
| Q4 24 | $-0.05 | $1.48 | ||
| Q3 24 | $-0.29 | $1.74 | ||
| Q2 24 | $-0.18 | $1.57 |
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 | $346.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $204.1M | $3.6B |
| 总资产 | $530.7M | $4.8B |
| 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SFIXTYL
| Q1 26 | — | $346.4M | ||
| Q4 25 | $244.2M | $1.1B | ||
| Q3 25 | $234.9M | $950.8M | ||
| Q2 25 | $234.2M | $892.3M | ||
| Q1 25 | $219.1M | $807.4M | ||
| Q4 24 | $253.3M | $768.0M | ||
| Q3 24 | $247.0M | $544.3M | ||
| Q2 24 | $244.5M | $258.0M |
总债务SFIXTYL
| Q1 26 | — | — | ||
| Q4 25 | — | $599.7M | ||
| Q3 25 | — | $599.2M | ||
| Q2 25 | — | $598.8M | ||
| Q1 25 | — | $598.4M | ||
| Q4 24 | — | $597.9M | ||
| Q3 24 | — | $597.5M | ||
| Q2 24 | — | $597.1M |
股东权益SFIXTYL
| Q1 26 | — | $3.6B | ||
| Q4 25 | $204.1M | $3.7B | ||
| Q3 25 | $203.0M | $3.6B | ||
| Q2 25 | $200.4M | $3.6B | ||
| Q1 25 | $197.8M | $3.5B | ||
| Q4 24 | $190.5M | $3.4B | ||
| Q3 24 | $187.0M | $3.3B | ||
| Q2 24 | $208.9M | $3.1B |
总资产SFIXTYL
| Q1 26 | — | $4.8B | ||
| Q4 25 | $530.7M | $5.6B | ||
| Q3 25 | $480.6M | $5.5B | ||
| Q2 25 | $484.7M | $5.4B | ||
| Q1 25 | $472.6M | $5.2B | ||
| Q4 24 | $507.1M | $5.2B | ||
| Q3 24 | $486.9M | $5.0B | ||
| Q2 24 | $537.0M | $4.8B |
负债/权益比SFIXTYL
| Q1 26 | — | — | ||
| Q4 25 | — | 0.16× | ||
| Q3 25 | — | 0.17× | ||
| Q2 25 | — | 0.16× | ||
| Q1 25 | — | 0.17× | ||
| Q4 24 | — | 0.18× | ||
| Q3 24 | — | 0.18× | ||
| Q2 24 | — | 0.19× |
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 | $107.3M |
| 自由现金流经营现金流 - 资本支出 | $5.6M | $2.0M |
| 自由现金流率自由现金流/营收 | 1.6% | 0.3% |
| 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 | — | 1.32× |
| 过去12个月自由现金流最近4个季度 | $4.9M | $585.7M |
8季度趋势，按日历期对齐
经营现金流SFIXTYL
| Q1 26 | — | $107.3M | ||
| Q4 25 | $10.9M | $243.9M | ||
| Q3 25 | $7.0M | $255.2M | ||
| Q2 25 | $20.5M | $98.3M | ||
| Q1 25 | $-16.2M | $56.2M | ||
| Q4 24 | $14.3M | $224.8M | ||
| Q3 24 | $8.2M | $263.7M | ||
| Q2 24 | $21.7M | $64.3M |
自由现金流SFIXTYL
| Q1 26 | — | $2.0M | ||
| Q4 25 | $5.6M | $239.6M | ||
| Q3 25 | $2.8M | $251.3M | ||
| Q2 25 | $16.0M | $92.8M | ||
| Q1 25 | $-19.4M | $53.8M | ||
| Q4 24 | $9.9M | $221.0M | ||
| Q3 24 | $4.5M | $260.8M | ||
| Q2 24 | $18.9M | $57.7M |
自由现金流率SFIXTYL
| Q1 26 | — | 0.3% | ||
| Q4 25 | 1.6% | 41.7% | ||
| Q3 25 | 0.9% | 42.2% | ||
| Q2 25 | 4.9% | 15.6% | ||
| Q1 25 | -6.2% | 9.5% | ||
| Q4 24 | 3.1% | 40.8% | ||
| Q3 24 | 1.4% | 48.0% | ||
| Q2 24 | 5.9% | 10.7% |
资本支出强度SFIXTYL
| Q1 26 | — | — | ||
| Q4 25 | 1.6% | 0.8% | ||
| Q3 25 | 1.4% | 0.7% | ||
| Q2 25 | 1.4% | 0.9% | ||
| Q1 25 | 1.0% | 0.4% | ||
| Q4 24 | 1.4% | 0.7% | ||
| Q3 24 | 1.2% | 0.5% | ||
| Q2 24 | 0.9% | 1.2% |
现金转化率SFIXTYL
| Q1 26 | — | 1.32× | ||
| Q4 25 | — | 3.72× | ||
| Q3 25 | — | 3.02× | ||
| Q2 25 | — | 1.16× | ||
| Q1 25 | — | 0.69× | ||
| Q4 24 | — | 3.45× | ||
| Q3 24 | — | 3.47× | ||
| Q2 24 | — | 0.95× |
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
TYL
| Subscriptions | $429.7M | 70% |
| Maintenance | $108.9M | 18% |
| Other | $74.9M | 12% |
