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URBAN OUTFITTERS INC（URBN）与XPO, Inc.（XPO）财务数据对比。点击上方公司名可切换其他公司
XPO, Inc.的季度营收约是URBAN OUTFITTERS INC的1.3倍（$2.0B vs $1.5B），URBAN OUTFITTERS INC净利率更高（7.6% vs 2.9%，领先4.7%），URBAN OUTFITTERS INC同比增速更快（12.3% vs 4.7%），过去两年URBAN OUTFITTERS INC的营收复合增速更高（1.4% vs -0.1%）
URBN是总部位于美国宾夕法尼亚州费城的跨国生活方式零售企业，旗下Urban Outfitters品牌面向年轻消费群体，产品涵盖男女时装、鞋履、美妆个护、配饰、运动服饰装备、家居用品及音乐周边等，业务覆盖美国、英国、加拿大、部分西欧国家、波兰、阿联酋、科威特、卡塔尔等市场。
XPO Inc.（原XPO物流）是美国交通运输企业，主营北美区域零担货运业务，总部位于康涅狄格州格林尼治，全球共设592个运营网点。作为北美第二大零担货运服务商，其服务覆盖99%的美国邮政编码区域。
URBN vs XPO — 直观对比
营收规模更大
XPO
是对方的1.3倍
$1.5B
营收增速更快
URBN
高出7.6%
4.7%
净利率更高
URBN
高出4.7%
2.9%
两年增速更快
URBN
近两年复合增速
-0.1%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.5B | $2.0B |
| 净利润 | $116.4M | $59.0M |
| 毛利率 | 36.8% | — |
| 营业利润率 | 9.4% | 7.1% |
| 净利率 | 7.6% | 2.9% |
| 营收同比 | 12.3% | 4.7% |
| 净利润同比 | 13.1% | -21.3% |
| 每股收益（稀释后） | $1.28 | $0.49 |
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URBNXPO
| Q4 25 | $1.5B | $2.0B | ||
| Q3 25 | $1.5B | $2.1B | ||
| Q2 25 | $1.3B | $2.1B | ||
| Q1 25 | $1.6B | $2.0B | ||
| Q4 24 | $1.4B | $1.9B | ||
| Q3 24 | $1.4B | $2.1B | ||
| Q2 24 | $1.2B | $2.1B | ||
| Q1 24 | $1.5B | $2.0B |
净利润URBNXPO
| Q4 25 | $116.4M | $59.0M | ||
| Q3 25 | $143.9M | $82.0M | ||
| Q2 25 | $108.3M | $106.0M | ||
| Q1 25 | $120.3M | $69.0M | ||
| Q4 24 | $102.9M | $75.0M | ||
| Q3 24 | $117.5M | $95.0M | ||
| Q2 24 | $61.8M | $150.0M | ||
| Q1 24 | $47.8M | $67.0M |
毛利率URBNXPO
| Q4 25 | 36.8% | — | ||
| Q3 25 | 37.6% | — | ||
| Q2 25 | 36.8% | — | ||
| Q1 25 | 32.3% | — | ||
| Q4 24 | 36.5% | — | ||
| Q3 24 | 36.5% | — | ||
| Q2 24 | 34.0% | — | ||
| Q1 24 | 29.2% | — |
营业利润率URBNXPO
| Q4 25 | 9.4% | 7.1% | ||
| Q3 25 | 11.6% | 7.8% | ||
| Q2 25 | 9.6% | 9.5% | ||
| Q1 25 | 7.7% | 7.7% | ||
| Q4 24 | 9.4% | 7.8% | ||
| Q3 24 | 10.7% | 8.6% | ||
| Q2 24 | 6.2% | 9.5% | ||
| Q1 24 | 3.9% | 6.8% |
净利率URBNXPO
| Q4 25 | 7.6% | 2.9% | ||
| Q3 25 | 9.6% | 3.9% | ||
| Q2 25 | 8.1% | 5.1% | ||
| Q1 25 | 7.4% | 3.5% | ||
| Q4 24 | 7.6% | 3.9% | ||
| Q3 24 | 8.7% | 4.6% | ||
| Q2 24 | 5.1% | 7.2% | ||
| Q1 24 | 3.2% | 3.3% |
每股收益（稀释后）URBNXPO
| Q4 25 | $1.28 | $0.49 | ||
| Q3 25 | $1.58 | $0.68 | ||
| Q2 25 | $1.16 | $0.89 | ||
| Q1 25 | $1.27 | $0.58 | ||
| Q4 24 | $1.10 | $0.63 | ||
| Q3 24 | $1.24 | $0.79 | ||
| Q2 24 | $0.65 | $1.25 | ||
| Q1 24 | $0.51 | $0.56 |
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 | $306.6M | $310.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.7B | $1.9B |
| 总资产 | $4.9B | $8.2B |
| 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URBNXPO
| Q4 25 | $306.6M | $310.0M | ||
| Q3 25 | $332.2M | $335.0M | ||
| Q2 25 | $189.4M | $225.0M | ||
| Q1 25 | $290.5M | $212.0M | ||
| Q4 24 | $182.5M | $246.0M | ||
| Q3 24 | $209.1M | $378.0M | ||
| Q2 24 | $174.0M | $250.0M | ||
| Q1 24 | $178.3M | $229.0M |
股东权益URBNXPO
| Q4 25 | $2.7B | $1.9B | ||
| Q3 25 | $2.6B | $1.8B | ||
| Q2 25 | $2.4B | $1.8B | ||
| Q1 25 | $2.5B | $1.6B | ||
| Q4 24 | $2.4B | $1.6B | ||
| Q3 24 | $2.2B | $1.6B | ||
| Q2 24 | $2.2B | $1.5B | ||
| Q1 24 | $2.1B | $1.3B |
总资产URBNXPO
| Q4 25 | $4.9B | $8.2B | ||
| Q3 25 | $4.7B | $8.2B | ||
| Q2 25 | $4.5B | $8.1B | ||
| Q1 25 | $4.5B | $7.9B | ||
| Q4 24 | $4.5B | $7.7B | ||
| Q3 24 | $4.3B | $7.9B | ||
| Q2 24 | $4.2B | $7.7B | ||
| Q1 24 | $4.1B | $7.6B |
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 | $61.1M | — |
| 自由现金流经营现金流 - 资本支出 | $-22.8M | — |
| 自由现金流率自由现金流/营收 | -1.5% | — |
| 资本支出强度资本支出/营收 | 5.5% | 5.3% |
| 现金转化率经营现金流/净利润 | 0.53× | — |
| 过去12个月自由现金流最近4个季度 | $402.7M | — |
8季度趋势，按日历期对齐
经营现金流URBNXPO
| Q4 25 | $61.1M | — | ||
| Q3 25 | $218.0M | $371.0M | ||
| Q2 25 | $33.0M | $247.0M | ||
| Q1 25 | $320.5M | $142.0M | ||
| Q4 24 | $18.5M | $189.0M | ||
| Q3 24 | $105.3M | $264.0M | ||
| Q2 24 | $58.6M | $210.0M | ||
| Q1 24 | $229.2M | $145.0M |
自由现金流URBNXPO
| Q4 25 | $-22.8M | — | ||
| Q3 25 | $156.6M | $215.0M | ||
| Q2 25 | $-13.1M | $51.0M | ||
| Q1 25 | $281.9M | $-57.0M | ||
| Q4 24 | $-26.6M | $23.0M | ||
| Q3 24 | $47.5M | $137.0M | ||
| Q2 24 | $17.5M | $20.0M | ||
| Q1 24 | $180.6M | $-161.0M |
自由现金流率URBNXPO
| Q4 25 | -1.5% | — | ||
| Q3 25 | 10.4% | 10.2% | ||
| Q2 25 | -1.0% | 2.5% | ||
| Q1 25 | 17.2% | -2.9% | ||
| Q4 24 | -2.0% | 1.2% | ||
| Q3 24 | 3.5% | 6.7% | ||
| Q2 24 | 1.5% | 1.0% | ||
| Q1 24 | 12.2% | -8.0% |
资本支出强度URBNXPO
| Q4 25 | 5.5% | 5.3% | ||
| Q3 25 | 4.1% | 7.4% | ||
| Q2 25 | 3.5% | 9.4% | ||
| Q1 25 | 2.4% | 10.2% | ||
| Q4 24 | 3.3% | 8.6% | ||
| Q3 24 | 4.3% | 6.2% | ||
| Q2 24 | 3.4% | 9.1% | ||
| Q1 24 | 3.3% | 15.2% |
现金转化率URBNXPO
| Q4 25 | 0.53× | — | ||
| Q3 25 | 1.52× | 4.52× | ||
| Q2 25 | 0.30× | 2.33× | ||
| Q1 25 | 2.66× | 2.06× | ||
| Q4 24 | 0.18× | 2.52× | ||
| Q3 24 | 0.90× | 2.78× | ||
| Q2 24 | 0.95× | 1.40× | ||
| Q1 24 | 4.80× | 2.16× |
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
URBN
| Apparel | $861.4M | 56% |
| Home | $187.0M | 12% |
| Accessories | $182.6M | 12% |
| Subscription Operations | $144.6M | 9% |
| Wholesale Operations | $88.3M | 6% |
| Other | $65.3M | 4% |
XPO
| North American LTL | $1.2B | 58% |
| European Transportation | $844.0M | 42% |
