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Stitch Fix, Inc.（SFIX）与USA Compression Partners, LP（USAC）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USA Compression Partners, LP的1.4倍（$342.1M vs $252.5M），USA Compression Partners, LP净利率更高（11.0% vs -1.9%，领先12.9%），Stitch Fix, Inc.同比增速更快（7.3% vs 2.7%），USA Compression Partners, LP自由现金流更多（$87.7M vs $5.6M），过去两年USA Compression Partners, LP的营收复合增速更高（4.9% 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。
USA Compression Partners, LP是一家总部位于美国的天然气压缩服务供应商，服务覆盖油气行业上游、中游及下游领域，提供定制化压缩系统、设备维护与运营支持，助力天然气生产、加工和运输环节高效运转。
SFIX vs USAC — 直观对比
营收规模更大
SFIX
是对方的1.4倍
$252.5M
营收增速更快
SFIX
高出4.6%
2.7%
净利率更高
USAC
高出12.9%
-1.9%
自由现金流更多
USAC
多$82.2M
$5.6M
两年增速更快
USAC
近两年复合增速
1.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $342.1M | $252.5M |
| 净利润 | $-6.4M | $27.8M |
| 毛利率 | 43.6% | — |
| 营业利润率 | -2.5% | 30.3% |
| 净利率 | -1.9% | 11.0% |
| 营收同比 | 7.3% | 2.7% |
| 净利润同比 | -1.7% | 9.1% |
| 每股收益（稀释后） | $-0.05 | — |
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SFIXUSAC
| Q4 25 | $342.1M | $252.5M | ||
| Q3 25 | $311.2M | $250.3M | ||
| Q2 25 | $325.0M | $250.1M | ||
| Q1 25 | $312.1M | $245.2M | ||
| Q4 24 | $318.8M | $245.9M | ||
| Q3 24 | $319.6M | $240.0M | ||
| Q2 24 | $322.7M | $235.3M | ||
| Q1 24 | $330.4M | $229.3M |
净利润SFIXUSAC
| Q4 25 | $-6.4M | $27.8M | ||
| Q3 25 | $-8.6M | $34.5M | ||
| Q2 25 | $-7.4M | $28.6M | ||
| Q1 25 | $-6.5M | $20.5M | ||
| Q4 24 | $-6.3M | $25.4M | ||
| Q3 24 | $-36.5M | $19.3M | ||
| Q2 24 | $-21.3M | $31.2M | ||
| Q1 24 | $-35.5M | $23.6M |
毛利率SFIXUSAC
| Q4 25 | 43.6% | — | ||
| Q3 25 | 43.6% | — | ||
| Q2 25 | 44.2% | — | ||
| Q1 25 | 44.5% | — | ||
| Q4 24 | 45.4% | — | ||
| Q3 24 | 44.6% | — | ||
| Q2 24 | 45.5% | — | ||
| Q1 24 | 43.4% | — |
营业利润率SFIXUSAC
| Q4 25 | -2.5% | 30.3% | ||
| Q3 25 | -3.6% | 33.5% | ||
| Q2 25 | -3.0% | 30.6% | ||
| Q1 25 | -2.9% | 28.3% | ||
| Q4 24 | -2.8% | 30.3% | ||
| Q3 24 | -13.1% | 31.5% | ||
| Q2 24 | -7.7% | 32.9% | ||
| Q1 24 | -11.5% | 29.2% |
净利率SFIXUSAC
| Q4 25 | -1.9% | 11.0% | ||
| Q3 25 | -2.8% | 13.8% | ||
| Q2 25 | -2.3% | 11.4% | ||
| Q1 25 | -2.1% | 8.4% | ||
| Q4 24 | -2.0% | 10.3% | ||
| Q3 24 | -11.4% | 8.1% | ||
| Q2 24 | -6.6% | 13.3% | ||
| Q1 24 | -10.8% | 10.3% |
每股收益（稀释后）SFIXUSAC
| Q4 25 | $-0.05 | — | ||
| Q3 25 | $-0.06 | — | ||
| Q2 25 | $-0.06 | — | ||
| Q1 25 | $-0.05 | — | ||
| Q4 24 | $-0.05 | — | ||
| Q3 24 | $-0.29 | — | ||
| Q2 24 | $-0.18 | — | ||
| Q1 24 | $-0.30 | — |
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 | $8.6M |
| 总债务越低越好 | — | $2.5B |
| 股东权益账面价值 | $204.1M | — |
| 总资产 | $530.7M | $2.6B |
| 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SFIXUSAC
| Q4 25 | $244.2M | $8.6M | ||
| Q3 25 | $234.9M | — | ||
| Q2 25 | $234.2M | $2.0K | ||
| Q1 25 | $219.1M | $2.0K | ||
| Q4 24 | $253.3M | $14.0K | ||
| Q3 24 | $247.0M | $79.0K | ||
| Q2 24 | $244.5M | $9.0K | ||
| Q1 24 | $229.8M | $8.0K |
总债务SFIXUSAC
| Q4 25 | — | $2.5B | ||
| Q3 25 | — | $2.5B | ||
| Q2 25 | — | $2.5B | ||
| Q1 25 | — | $2.5B | ||
| Q4 24 | — | $2.5B | ||
| Q3 24 | — | $2.5B | ||
| Q2 24 | — | $2.5B | ||
| Q1 24 | — | $2.5B |
股东权益SFIXUSAC
| Q4 25 | $204.1M | — | ||
| Q3 25 | $203.0M | — | ||
| Q2 25 | $200.4M | — | ||
| Q1 25 | $197.8M | — | ||
| Q4 24 | $190.5M | — | ||
| Q3 24 | $187.0M | — | ||
| Q2 24 | $208.9M | — | ||
| Q1 24 | $213.3M | — |
总资产SFIXUSAC
| Q4 25 | $530.7M | $2.6B | ||
| Q3 25 | $480.6M | $2.7B | ||
| Q2 25 | $484.7M | $2.7B | ||
| Q1 25 | $472.6M | $2.7B | ||
| Q4 24 | $507.1M | $2.7B | ||
| Q3 24 | $486.9M | $2.8B | ||
| Q2 24 | $537.0M | $2.8B | ||
| Q1 24 | $538.3M | $2.8B |
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 | $139.5M |
| 自由现金流经营现金流 - 资本支出 | $5.6M | $87.7M |
| 自由现金流率自由现金流/营收 | 1.6% | 34.8% |
| 资本支出强度资本支出/营收 | 1.6% | 20.5% |
| 现金转化率经营现金流/净利润 | — | 5.02× |
| 过去12个月自由现金流最近4个季度 | $4.9M | $277.0M |
8季度趋势，按日历期对齐
经营现金流SFIXUSAC
| Q4 25 | $10.9M | $139.5M | ||
| Q3 25 | $7.0M | $75.9M | ||
| Q2 25 | $20.5M | $124.2M | ||
| Q1 25 | $-16.2M | $54.7M | ||
| Q4 24 | $14.3M | $130.2M | ||
| Q3 24 | $8.2M | $48.5M | ||
| Q2 24 | $21.7M | $96.7M | ||
| Q1 24 | $-22.3M | $65.9M |
自由现金流SFIXUSAC
| Q4 25 | $5.6M | $87.7M | ||
| Q3 25 | $2.8M | $51.9M | ||
| Q2 25 | $16.0M | $101.1M | ||
| Q1 25 | $-19.4M | $36.3M | ||
| Q4 24 | $9.9M | $101.2M | ||
| Q3 24 | $4.5M | $19.8M | ||
| Q2 24 | $18.9M | $48.2M | ||
| Q1 24 | $-26.1M | $-32.7M |
自由现金流率SFIXUSAC
| Q4 25 | 1.6% | 34.8% | ||
| Q3 25 | 0.9% | 20.7% | ||
| Q2 25 | 4.9% | 40.4% | ||
| Q1 25 | -6.2% | 14.8% | ||
| Q4 24 | 3.1% | 41.1% | ||
| Q3 24 | 1.4% | 8.2% | ||
| Q2 24 | 5.9% | 20.5% | ||
| Q1 24 | -7.9% | -14.3% |
资本支出强度SFIXUSAC
| Q4 25 | 1.6% | 20.5% | ||
| Q3 25 | 1.4% | 9.6% | ||
| Q2 25 | 1.4% | 9.3% | ||
| Q1 25 | 1.0% | 7.5% | ||
| Q4 24 | 1.4% | 11.8% | ||
| Q3 24 | 1.2% | 12.0% | ||
| Q2 24 | 0.9% | 20.6% | ||
| Q1 24 | 1.1% | 43.0% |
现金转化率SFIXUSAC
| Q4 25 | — | 5.02× | ||
| Q3 25 | — | 2.20× | ||
| Q2 25 | — | 4.35× | ||
| Q1 25 | — | 2.66× | ||
| Q4 24 | — | 5.12× | ||
| Q3 24 | — | 2.51× | ||
| Q2 24 | — | 3.10× | ||
| Q1 24 | — | 2.80× |
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
USAC
| Revenue From Contract Operations Excluding Revenue From Related Party | $231.7M | 92% |
| Entities Affiliated With Energy Transfer LP | $16.6M | 7% |
| Transferred At Point In Time | $5.4M | 2% |
