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SIGNET JEWELERS LTD（SIG）与思佳讯（SWKS）财务数据对比。点击上方公司名可切换其他公司
SIGNET JEWELERS LTD的季度营收约是思佳讯的1.3倍（$1.4B vs $1.0B），思佳讯净利率更高（7.6% vs 1.4%，领先6.2%），思佳讯同比增速更快（8.6% vs 3.1%），思佳讯自由现金流更多（$339.0M vs $-1.5M），过去两年思佳讯的营收复合增速更高（-0.5% vs -25.4%）
Signet Jewelers是全球最大的钻石珠宝零售商，注册地位于百慕大，总部设在美国俄亥俄州阿克伦的费尔劳恩郊区，在纽约证券交易所上市。公司主打中端珠宝市场，旗下拥有Blue Nile、Zales、Kay等知名品牌，在美国、加拿大、英国的专业珠宝市场均占据龙头地位，部分品牌布局中高端赛道。
思佳讯是总部位于美国加利福尼亚州尔湾的半导体企业，公司股票在纳斯达克全球精选市场挂牌交易，股票代码为SWKS，同时也是标普500指数的成分股之一，在全球射频半导体领域拥有较高市场地位。
SIG vs SWKS — 直观对比
营收规模更大
SIG
是对方的1.3倍
$1.0B
营收增速更快
SWKS
高出5.5%
3.1%
净利率更高
SWKS
高出6.2%
1.4%
自由现金流更多
SWKS
多$340.5M
$-1.5M
两年增速更快
SWKS
近两年复合增速
-25.4%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $1.0B |
| 净利润 | $20.0M | $79.2M |
| 毛利率 | 37.3% | 41.3% |
| 营业利润率 | 1.7% | 10.0% |
| 净利率 | 1.4% | 7.6% |
| 营收同比 | 3.1% | 8.6% |
| 净利润同比 | 185.7% | 15.3% |
| 每股收益（稀释后） | $0.49 | $0.53 |
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SIGSWKS
| Q1 26 | — | $1.0B | ||
| Q4 25 | $1.4B | $1.1B | ||
| Q3 25 | $1.5B | — | ||
| Q2 25 | $1.5B | $965.0M | ||
| Q1 25 | $2.4B | $953.2M | ||
| Q4 24 | $1.3B | $1.1B | ||
| Q3 24 | $1.5B | $1.0B | ||
| Q2 24 | $1.5B | $905.5M |
净利润SIGSWKS
| Q1 26 | — | $79.2M | ||
| Q4 25 | $20.0M | $141.4M | ||
| Q3 25 | $-9.1M | — | ||
| Q2 25 | $33.5M | $105.0M | ||
| Q1 25 | $100.6M | $68.7M | ||
| Q4 24 | $7.0M | $162.0M | ||
| Q3 24 | $-98.5M | $60.5M | ||
| Q2 24 | $52.1M | $120.9M |
毛利率SIGSWKS
| Q1 26 | — | 41.3% | ||
| Q4 25 | 37.3% | 40.7% | ||
| Q3 25 | 38.6% | — | ||
| Q2 25 | 38.8% | 41.6% | ||
| Q1 25 | 42.6% | 41.1% | ||
| Q4 24 | 36.0% | 41.4% | ||
| Q3 24 | 38.0% | 41.9% | ||
| Q2 24 | 37.9% | 40.2% |
营业利润率SIGSWKS
| Q1 26 | — | 10.0% | ||
| Q4 25 | 1.7% | 10.1% | ||
| Q3 25 | 0.2% | — | ||
| Q2 25 | 3.1% | 11.5% | ||
| Q1 25 | 6.5% | 10.2% | ||
| Q4 24 | 0.7% | 16.9% | ||
| Q3 24 | -6.8% | 5.8% | ||
| Q2 24 | 3.3% | 14.4% |
净利率SIGSWKS
| Q1 26 | — | 7.6% | ||
| Q4 25 | 1.4% | 12.9% | ||
| Q3 25 | -0.6% | — | ||
| Q2 25 | 2.2% | 10.9% | ||
| Q1 25 | 4.3% | 7.2% | ||
| Q4 24 | 0.5% | 15.2% | ||
| Q3 24 | -6.6% | 5.9% | ||
| Q2 24 | 3.4% | 13.4% |
每股收益（稀释后）SIGSWKS
| Q1 26 | — | $0.53 | ||
| Q4 25 | $0.49 | $0.95 | ||
| Q3 25 | $-0.22 | — | ||
| Q2 25 | $0.78 | $0.70 | ||
| Q1 25 | $2.25 | $0.43 | ||
| Q4 24 | $0.12 | $1.00 | ||
| Q3 24 | $-2.28 | $0.36 | ||
| Q2 24 | $-0.90 | $0.75 |
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 | $234.7M | $1.6B |
| 总债务越低越好 | — | $496.6M |
| 股东权益账面价值 | $1.7B | $5.8B |
| 总资产 | $5.4B | $7.9B |
| 负债/权益比越低杠杆越低 | — | 0.09× |
8季度趋势，按日历期对齐
现金及短期投资SIGSWKS
| Q1 26 | — | $1.6B | ||
| Q4 25 | $234.7M | $1.4B | ||
| Q3 25 | $281.4M | — | ||
| Q2 25 | $264.1M | $1.3B | ||
| Q1 25 | $604.0M | $1.5B | ||
| Q4 24 | $157.7M | $1.7B | ||
| Q3 24 | $403.1M | $1.6B | ||
| Q2 24 | $729.3M | $1.3B |
总债务SIGSWKS
| Q1 26 | — | $496.6M | ||
| Q4 25 | — | $496.4M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $496.2M | ||
| Q1 25 | — | $995.1M | ||
| Q4 24 | — | $994.7M | ||
| Q3 24 | — | $994.3M | ||
| Q2 24 | — | $994.0M |
股东权益SIGSWKS
| Q1 26 | — | $5.8B | ||
| Q4 25 | $1.7B | $5.8B | ||
| Q3 25 | $1.7B | — | ||
| Q2 25 | $1.8B | $5.7B | ||
| Q1 25 | $1.9B | $5.9B | ||
| Q4 24 | $1.8B | $6.4B | ||
| Q3 24 | $1.9B | $6.3B | ||
| Q2 24 | $2.1B | $6.3B |
总资产SIGSWKS
| Q1 26 | — | $7.9B | ||
| Q4 25 | $5.4B | $7.9B | ||
| Q3 25 | $5.3B | — | ||
| Q2 25 | $5.5B | $7.7B | ||
| Q1 25 | $5.7B | $7.9B | ||
| Q4 24 | $5.7B | $8.3B | ||
| Q3 24 | $5.6B | $8.3B | ||
| Q2 24 | $6.2B | $8.2B |
负债/权益比SIGSWKS
| Q1 26 | — | 0.09× | ||
| Q4 25 | — | 0.09× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 0.09× | ||
| Q1 25 | — | 0.17× | ||
| Q4 24 | — | 0.16× | ||
| Q3 24 | — | 0.16× | ||
| Q2 24 | — | 0.16× |
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 | $31.0M | $395.5M |
| 自由现金流经营现金流 - 资本支出 | $-1.5M | $339.0M |
| 自由现金流率自由现金流/营收 | -0.1% | 32.7% |
| 资本支出强度资本支出/营收 | 2.3% | 5.5% |
| 现金转化率经营现金流/净利润 | 1.55× | 4.99× |
| 过去12个月自由现金流最近4个季度 | $591.0M | $1.1B |
8季度趋势，按日历期对齐
经营现金流SIGSWKS
| Q1 26 | — | $395.5M | ||
| Q4 25 | $31.0M | $200.0M | ||
| Q3 25 | $86.3M | — | ||
| Q2 25 | $-175.3M | $314.2M | ||
| Q1 25 | $780.7M | $409.4M | ||
| Q4 24 | $-75.4M | $377.2M | ||
| Q3 24 | $43.8M | $476.1M | ||
| Q2 24 | $-158.2M | $273.4M |
自由现金流SIGSWKS
| Q1 26 | — | $339.0M | ||
| Q4 25 | $-1.5M | $144.0M | ||
| Q3 25 | $62.3M | — | ||
| Q2 25 | $-211.9M | $252.7M | ||
| Q1 25 | $742.1M | $370.9M | ||
| Q4 24 | $-138.5M | $338.2M | ||
| Q3 24 | $15.8M | $393.3M | ||
| Q2 24 | $-181.5M | $249.0M |
自由现金流率SIGSWKS
| Q1 26 | — | 32.7% | ||
| Q4 25 | -0.1% | 13.1% | ||
| Q3 25 | 4.1% | — | ||
| Q2 25 | -13.7% | 26.2% | ||
| Q1 25 | 31.5% | 38.9% | ||
| Q4 24 | -10.3% | 31.7% | ||
| Q3 24 | 1.1% | 38.4% | ||
| Q2 24 | -12.0% | 27.5% |
资本支出强度SIGSWKS
| Q1 26 | — | 5.5% | ||
| Q4 25 | 2.3% | 5.1% | ||
| Q3 25 | 1.6% | — | ||
| Q2 25 | 2.4% | 6.4% | ||
| Q1 25 | 1.6% | 4.0% | ||
| Q4 24 | 4.7% | 3.6% | ||
| Q3 24 | 1.9% | 8.1% | ||
| Q2 24 | 1.5% | 2.7% |
现金转化率SIGSWKS
| Q1 26 | — | 4.99× | ||
| Q4 25 | 1.55× | 1.41× | ||
| Q3 25 | — | — | ||
| Q2 25 | -5.23× | 2.99× | ||
| Q1 25 | 7.76× | 5.96× | ||
| Q4 24 | -10.77× | 2.33× | ||
| Q3 24 | — | 7.87× | ||
| Q2 24 | -3.04× | 2.26× |
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
SIG
| Other | $571.9M | 41% |
| Zale Jewelry | $243.4M | 17% |
| Extended Service Plan | $129.6M | 9% |
| Diamonds Direct | $87.9M | 6% |
| Blue Nile | $74.3M | 5% |
| Extended Service Plan And Other Deferred Revenue | $69.9M | 5% |
| Banter By Piercing Pagoda | $69.2M | 5% |
| Watches | $48.7M | 3% |
| Peoples | $42.2M | 3% |
| James Allen | $27.8M | 2% |
SWKS
| Sales Channel Through Intermediary | $915.6M | 88% |
| Sales Channel Directly To Consumer | $119.8M | 12% |
