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SIGNET JEWELERS LTD（SIG）与TRINET GROUP, INC.（TNET）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TRINET GROUP, INC.的1.1倍（$1.4B vs $1.2B），SIGNET JEWELERS LTD同比增速更快（3.1% vs -2.2%），TRINET GROUP, INC.自由现金流更多（$43.0M vs $-1.5M），过去两年TRINET GROUP, INC.的营收复合增速更高（-0.6% 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。
TriNet Group, Inc.是一家面向中小企业的专业雇主组织，总部位于加州都柏林，服务员工规模在3至2500人之间的各类机构。可提供薪资管理、健康福利管理服务，还能为客户提供劳动法规合规、风险降低相关咨询，可作为外包人力资源部门为企业分担人事相关事务。
SIG vs TNET — 直观对比
营收规模更大
SIG
是对方的1.1倍
$1.2B
营收增速更快
SIG
高出5.3%
-2.2%
自由现金流更多
TNET
多$44.5M
$-1.5M
两年增速更快
TNET
近两年复合增速
-25.4%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $1.2B |
| 净利润 | $20.0M | — |
| 毛利率 | 37.3% | — |
| 营业利润率 | 1.7% | 0.1% |
| 净利率 | 1.4% | — |
| 营收同比 | 3.1% | -2.2% |
| 净利润同比 | 185.7% | — |
| 每股收益（稀释后） | $0.49 | $0.02 |
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SIGTNET
| Q4 25 | $1.4B | $1.2B | ||
| Q3 25 | $1.5B | $1.2B | ||
| Q2 25 | $1.5B | $1.2B | ||
| Q1 25 | $2.4B | $1.3B | ||
| Q4 24 | $1.3B | $1.3B | ||
| Q3 24 | $1.5B | $1.2B | ||
| Q2 24 | $1.5B | $1.2B | ||
| Q1 24 | $2.5B | $1.3B |
净利润SIGTNET
| Q4 25 | $20.0M | — | ||
| Q3 25 | $-9.1M | $34.0M | ||
| Q2 25 | $33.5M | $37.0M | ||
| Q1 25 | $100.6M | $85.0M | ||
| Q4 24 | $7.0M | — | ||
| Q3 24 | $-98.5M | $45.0M | ||
| Q2 24 | $52.1M | $60.0M | ||
| Q1 24 | $626.2M | $91.0M |
毛利率SIGTNET
| Q4 25 | 37.3% | — | ||
| Q3 25 | 38.6% | — | ||
| Q2 25 | 38.8% | — | ||
| Q1 25 | 42.6% | — | ||
| Q4 24 | 36.0% | — | ||
| Q3 24 | 38.0% | — | ||
| Q2 24 | 37.9% | — | ||
| Q1 24 | 43.3% | — |
营业利润率SIGTNET
| Q4 25 | 1.7% | 0.1% | ||
| Q3 25 | 0.2% | 4.1% | ||
| Q2 25 | 3.1% | 4.1% | ||
| Q1 25 | 6.5% | 8.9% | ||
| Q4 24 | 0.7% | -2.9% | ||
| Q3 24 | -6.8% | 4.7% | ||
| Q2 24 | 3.3% | 6.5% | ||
| Q1 24 | 16.7% | 9.7% |
净利率SIGTNET
| Q4 25 | 1.4% | — | ||
| Q3 25 | -0.6% | 2.8% | ||
| Q2 25 | 2.2% | 3.0% | ||
| Q1 25 | 4.3% | 6.6% | ||
| Q4 24 | 0.5% | — | ||
| Q3 24 | -6.6% | 3.6% | ||
| Q2 24 | 3.4% | 4.9% | ||
| Q1 24 | 25.1% | 7.2% |
每股收益（稀释后）SIGTNET
| Q4 25 | $0.49 | $0.02 | ||
| Q3 25 | $-0.22 | $0.70 | ||
| Q2 25 | $0.78 | $0.77 | ||
| Q1 25 | $2.25 | $1.71 | ||
| Q4 24 | $0.12 | $-0.44 | ||
| Q3 24 | $-2.28 | $0.89 | ||
| Q2 24 | $-0.90 | $1.20 | ||
| Q1 24 | $11.77 | $1.78 |
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 | $287.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.7B | $54.0M |
| 总资产 | $5.4B | $3.8B |
| 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SIGTNET
| Q4 25 | $234.7M | $287.0M | ||
| Q3 25 | $281.4M | $321.0M | ||
| Q2 25 | $264.1M | $407.0M | ||
| Q1 25 | $604.0M | $349.0M | ||
| Q4 24 | $157.7M | $360.0M | ||
| Q3 24 | $403.1M | $301.0M | ||
| Q2 24 | $729.3M | $249.0M | ||
| Q1 24 | $1.4B | $383.0M |
股东权益SIGTNET
| Q4 25 | $1.7B | $54.0M | ||
| Q3 25 | $1.7B | $110.0M | ||
| Q2 25 | $1.8B | $107.0M | ||
| Q1 25 | $1.9B | $63.0M | ||
| Q4 24 | $1.8B | $69.0M | ||
| Q3 24 | $1.9B | $129.0M | ||
| Q2 24 | $2.1B | $100.0M | ||
| Q1 24 | $2.2B | $143.0M |
总资产SIGTNET
| Q4 25 | $5.4B | $3.8B | ||
| Q3 25 | $5.3B | $3.4B | ||
| Q2 25 | $5.5B | $3.7B | ||
| Q1 25 | $5.7B | $3.8B | ||
| Q4 24 | $5.7B | $4.1B | ||
| Q3 24 | $5.6B | $3.7B | ||
| Q2 24 | $6.2B | $3.7B | ||
| Q1 24 | $6.8B | $4.0B |
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 | $61.0M |
| 自由现金流经营现金流 - 资本支出 | $-1.5M | $43.0M |
| 自由现金流率自由现金流/营收 | -0.1% | 3.4% |
| 资本支出强度资本支出/营收 | 2.3% | 1.4% |
| 现金转化率经营现金流/净利润 | 1.55× | — |
| 过去12个月自由现金流最近4个季度 | $591.0M | $234.0M |
8季度趋势，按日历期对齐
经营现金流SIGTNET
| Q4 25 | $31.0M | $61.0M | ||
| Q3 25 | $86.3M | $72.0M | ||
| Q2 25 | $-175.3M | $75.0M | ||
| Q1 25 | $780.7M | $95.0M | ||
| Q4 24 | $-75.4M | $65.0M | ||
| Q3 24 | $43.8M | $84.0M | ||
| Q2 24 | $-158.2M | $39.0M | ||
| Q1 24 | $752.2M | $91.0M |
自由现金流SIGTNET
| Q4 25 | $-1.5M | $43.0M | ||
| Q3 25 | $62.3M | $55.0M | ||
| Q2 25 | $-211.9M | $57.0M | ||
| Q1 25 | $742.1M | $79.0M | ||
| Q4 24 | $-138.5M | $47.0M | ||
| Q3 24 | $15.8M | $59.0M | ||
| Q2 24 | $-181.5M | $22.0M | ||
| Q1 24 | $716.1M | $73.0M |
自由现金流率SIGTNET
| Q4 25 | -0.1% | 3.4% | ||
| Q3 25 | 4.1% | 4.5% | ||
| Q2 25 | -13.7% | 4.6% | ||
| Q1 25 | 31.5% | 6.1% | ||
| Q4 24 | -10.3% | 3.7% | ||
| Q3 24 | 1.1% | 4.8% | ||
| Q2 24 | -12.0% | 1.8% | ||
| Q1 24 | 28.7% | 5.8% |
资本支出强度SIGTNET
| Q4 25 | 2.3% | 1.4% | ||
| Q3 25 | 1.6% | 1.4% | ||
| Q2 25 | 2.4% | 1.5% | ||
| Q1 25 | 1.6% | 1.2% | ||
| Q4 24 | 4.7% | 1.4% | ||
| Q3 24 | 1.9% | 2.0% | ||
| Q2 24 | 1.5% | 1.4% | ||
| Q1 24 | 1.4% | 1.4% |
现金转化率SIGTNET
| Q4 25 | 1.55× | — | ||
| Q3 25 | — | 2.12× | ||
| Q2 25 | -5.23× | 2.03× | ||
| Q1 25 | 7.76× | 1.12× | ||
| Q4 24 | -10.77× | — | ||
| Q3 24 | — | 1.87× | ||
| Q2 24 | -3.04× | 0.65× | ||
| Q1 24 | 1.20× | 1.00× |
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% |
TNET
| Insurance Services | $1.1B | 85% |
| Professional Services | $169.0M | 14% |
