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SIGNET JEWELERS LTD（SIG）与斑马技术（ZBRA）财务数据对比。点击上方公司名可切换其他公司
斑马技术的季度营收约是SIGNET JEWELERS LTD的1.1倍（$1.5B vs $1.4B），斑马技术净利率更高（4.7% vs 1.4%，领先3.3%），斑马技术同比增速更快（10.6% vs 3.1%），斑马技术自由现金流更多（$327.0M vs $-1.5M），过去两年斑马技术的营收复合增速更高（12.0% 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。
斑马技术（Zebra Technologies）是源自美国的跨国科技企业，专注于智能数据采集系统领域的研发与落地。公司总部位于芝加哥郊外的伊利诺伊州林肯郡，目前在全球57个国家和地区开展业务，雇员总数达10700名。
SIG vs ZBRA — 直观对比
营收规模更大
ZBRA
是对方的1.1倍
$1.4B
营收增速更快
ZBRA
高出7.4%
3.1%
净利率更高
ZBRA
高出3.3%
1.4%
自由现金流更多
ZBRA
多$328.5M
$-1.5M
两年增速更快
ZBRA
近两年复合增速
-25.4%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $1.5B |
| 净利润 | $20.0M | $70.0M |
| 毛利率 | 37.3% | 47.3% |
| 营业利润率 | 1.7% | 9.4% |
| 净利率 | 1.4% | 4.7% |
| 营收同比 | 3.1% | 10.6% |
| 净利润同比 | 185.7% | -57.1% |
| 每股收益（稀释后） | $0.49 | $1.40 |
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SIGZBRA
| Q4 25 | $1.4B | $1.5B | ||
| Q3 25 | $1.5B | $1.3B | ||
| Q2 25 | $1.5B | $1.3B | ||
| Q1 25 | $2.4B | $1.3B | ||
| Q4 24 | $1.3B | $1.3B | ||
| Q3 24 | $1.5B | $1.3B | ||
| Q2 24 | $1.5B | $1.2B | ||
| Q1 24 | $2.5B | $1.2B |
净利润SIGZBRA
| Q4 25 | $20.0M | $70.0M | ||
| Q3 25 | $-9.1M | $101.0M | ||
| Q2 25 | $33.5M | $112.0M | ||
| Q1 25 | $100.6M | $136.0M | ||
| Q4 24 | $7.0M | $163.0M | ||
| Q3 24 | $-98.5M | $137.0M | ||
| Q2 24 | $52.1M | $113.0M | ||
| Q1 24 | $626.2M | $115.0M |
毛利率SIGZBRA
| Q4 25 | 37.3% | 47.3% | ||
| Q3 25 | 38.6% | 48.0% | ||
| Q2 25 | 38.8% | 47.6% | ||
| Q1 25 | 42.6% | 49.3% | ||
| Q4 24 | 36.0% | 48.6% | ||
| Q3 24 | 38.0% | 48.8% | ||
| Q2 24 | 37.9% | 48.4% | ||
| Q1 24 | 43.3% | 47.9% |
营业利润率SIGZBRA
| Q4 25 | 1.7% | 9.4% | ||
| Q3 25 | 0.2% | 13.9% | ||
| Q2 25 | 3.1% | 14.2% | ||
| Q1 25 | 6.5% | 14.9% | ||
| Q4 24 | 0.7% | 16.9% | ||
| Q3 24 | -6.8% | 15.2% | ||
| Q2 24 | 3.3% | 13.7% | ||
| Q1 24 | 16.7% | 13.5% |
净利率SIGZBRA
| Q4 25 | 1.4% | 4.7% | ||
| Q3 25 | -0.6% | 7.7% | ||
| Q2 25 | 2.2% | 8.7% | ||
| Q1 25 | 4.3% | 10.4% | ||
| Q4 24 | 0.5% | 12.2% | ||
| Q3 24 | -6.6% | 10.9% | ||
| Q2 24 | 3.4% | 9.3% | ||
| Q1 24 | 25.1% | 9.8% |
每股收益（稀释后）SIGZBRA
| Q4 25 | $0.49 | $1.40 | ||
| Q3 25 | $-0.22 | $1.97 | ||
| Q2 25 | $0.78 | $2.19 | ||
| Q1 25 | $2.25 | $2.62 | ||
| Q4 24 | $0.12 | $3.14 | ||
| Q3 24 | $-2.28 | $2.64 | ||
| Q2 24 | $-0.90 | $2.17 | ||
| Q1 24 | $11.77 | $2.23 |
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 | $125.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.7B | $3.6B |
| 总资产 | $5.4B | $8.5B |
| 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SIGZBRA
| Q4 25 | $234.7M | $125.0M | ||
| Q3 25 | $281.4M | $1.1B | ||
| Q2 25 | $264.1M | $872.0M | ||
| Q1 25 | $604.0M | $879.0M | ||
| Q4 24 | $157.7M | $901.0M | ||
| Q3 24 | $403.1M | $676.0M | ||
| Q2 24 | $729.3M | $411.0M | ||
| Q1 24 | $1.4B | $127.0M |
总债务SIGZBRA
| Q4 25 | — | — | ||
| Q3 25 | — | $2.2B | ||
| Q2 25 | — | $2.2B | ||
| Q1 25 | — | $2.2B | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $2.2B | ||
| Q2 24 | — | $2.2B | ||
| Q1 24 | — | $2.1B |
股东权益SIGZBRA
| Q4 25 | $1.7B | $3.6B | ||
| Q3 25 | $1.7B | $3.7B | ||
| Q2 25 | $1.8B | $3.6B | ||
| Q1 25 | $1.9B | $3.6B | ||
| Q4 24 | $1.8B | $3.6B | ||
| Q3 24 | $1.9B | $3.4B | ||
| Q2 24 | $2.1B | $3.3B | ||
| Q1 24 | $2.2B | $3.2B |
总资产SIGZBRA
| Q4 25 | $5.4B | $8.5B | ||
| Q3 25 | $5.3B | $8.1B | ||
| Q2 25 | $5.5B | $7.9B | ||
| Q1 25 | $5.7B | $7.9B | ||
| Q4 24 | $5.7B | $8.0B | ||
| Q3 24 | $5.6B | $7.7B | ||
| Q2 24 | $6.2B | $7.5B | ||
| Q1 24 | $6.8B | $7.3B |
负债/权益比SIGZBRA
| Q4 25 | — | — | ||
| Q3 25 | — | 0.58× | ||
| Q2 25 | — | 0.60× | ||
| Q1 25 | — | 0.60× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.64× | ||
| Q2 24 | — | 0.66× | ||
| Q1 24 | — | 0.66× |
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 | $357.0M |
| 自由现金流经营现金流 - 资本支出 | $-1.5M | $327.0M |
| 自由现金流率自由现金流/营收 | -0.1% | 22.2% |
| 资本支出强度资本支出/营收 | 2.3% | 2.0% |
| 现金转化率经营现金流/净利润 | 1.55× | 5.10× |
| 过去12个月自由现金流最近4个季度 | $591.0M | $831.0M |
8季度趋势，按日历期对齐
经营现金流SIGZBRA
| Q4 25 | $31.0M | $357.0M | ||
| Q3 25 | $86.3M | $235.0M | ||
| Q2 25 | $-175.3M | $147.0M | ||
| Q1 25 | $780.7M | $178.0M | ||
| Q4 24 | $-75.4M | $306.0M | ||
| Q3 24 | $43.8M | $294.0M | ||
| Q2 24 | $-158.2M | $288.0M | ||
| Q1 24 | $752.2M | $125.0M |
自由现金流SIGZBRA
| Q4 25 | $-1.5M | $327.0M | ||
| Q3 25 | $62.3M | $216.0M | ||
| Q2 25 | $-211.9M | $130.0M | ||
| Q1 25 | $742.1M | $158.0M | ||
| Q4 24 | $-138.5M | $288.0M | ||
| Q3 24 | $15.8M | $277.0M | ||
| Q2 24 | $-181.5M | $278.0M | ||
| Q1 24 | $716.1M | $111.0M |
自由现金流率SIGZBRA
| Q4 25 | -0.1% | 22.2% | ||
| Q3 25 | 4.1% | 16.4% | ||
| Q2 25 | -13.7% | 10.1% | ||
| Q1 25 | 31.5% | 12.1% | ||
| Q4 24 | -10.3% | 21.6% | ||
| Q3 24 | 1.1% | 22.1% | ||
| Q2 24 | -12.0% | 22.8% | ||
| Q1 24 | 28.7% | 9.4% |
资本支出强度SIGZBRA
| Q4 25 | 2.3% | 2.0% | ||
| Q3 25 | 1.6% | 1.4% | ||
| Q2 25 | 2.4% | 1.3% | ||
| Q1 25 | 1.6% | 1.5% | ||
| Q4 24 | 4.7% | 1.3% | ||
| Q3 24 | 1.9% | 1.4% | ||
| Q2 24 | 1.5% | 0.8% | ||
| Q1 24 | 1.4% | 1.2% |
现金转化率SIGZBRA
| Q4 25 | 1.55× | 5.10× | ||
| Q3 25 | — | 2.33× | ||
| Q2 25 | -5.23× | 1.31× | ||
| Q1 25 | 7.76× | 1.31× | ||
| Q4 24 | -10.77× | 1.88× | ||
| Q3 24 | — | 2.15× | ||
| Q2 24 | -3.04× | 2.55× | ||
| Q1 24 | 1.20× | 1.09× |
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% |
ZBRA
| Tangible Products | $1.2B | 83% |
| Service And Software | $255.0M | 17% |
