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Warby Parker Inc.（WRBY）与WSFS FINANCIAL CORP（WSFS）财务数据对比。点击上方公司名可切换其他公司
WSFS FINANCIAL CORP的季度营收约是Warby Parker Inc.的1.3倍（$275.3M vs $212.0M），WSFS FINANCIAL CORP净利率更高（31.5% vs -2.8%，领先34.3%），Warby Parker Inc.同比增速更快（11.2% vs 7.5%），过去两年Warby Parker Inc.的营收复合增速更高（2.9% vs 1.7%）
Warby Parker是总部位于纽约的美国眼镜品牌零售商，主营处方眼镜、隐形眼镜及太阳镜，还提供验光服务。品牌2010年创立之初仅在线上运营，目前约三分之二的收入来自276家线下实体门店，其中271家位于美国，5家位于加拿大，品牌未来计划开设900家门店，现有消费者规模228万，客单价约263美元。
WSFS金融集团是一家金融服务企业，核心子公司WSFS银行是总部位于特拉华州及大特拉华谷地区规模最大、经营历史最久的本地管理银行与财富管理机构。集团共运营115个网点，其中88个为银行网点，分布在宾夕法尼亚、特拉华、新泽西、佛罗里达、弗吉尼亚、内华达六州，提供全面金融服务。
WRBY vs WSFS — 直观对比
营收规模更大
WSFS
是对方的1.3倍
$212.0M
营收增速更快
WRBY
高出3.7%
7.5%
净利率更高
WSFS
高出34.3%
-2.8%
两年增速更快
WRBY
近两年复合增速
1.7%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $212.0M | $275.3M |
| 净利润 | $-6.0M | $86.8M |
| 毛利率 | 52.4% | — |
| 营业利润率 | -3.2% | — |
| 净利率 | -2.8% | 31.5% |
| 营收同比 | 11.2% | 7.5% |
| 净利润同比 | 13.4% | 31.7% |
| 每股收益（稀释后） | $-0.06 | $1.64 |
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WRBYWSFS
| Q1 26 | — | $275.3M | ||
| Q4 25 | $212.0M | $271.9M | ||
| Q3 25 | $221.7M | $270.5M | ||
| Q2 25 | $214.5M | $267.5M | ||
| Q1 25 | $223.8M | $256.1M | ||
| Q4 24 | $190.6M | $261.5M | ||
| Q3 24 | $192.4M | $267.7M | ||
| Q2 24 | $188.2M | $266.0M |
净利润WRBYWSFS
| Q1 26 | — | $86.8M | ||
| Q4 25 | $-6.0M | $72.7M | ||
| Q3 25 | $5.9M | $76.4M | ||
| Q2 25 | $-1.8M | $72.3M | ||
| Q1 25 | $3.5M | $65.9M | ||
| Q4 24 | $-6.9M | $64.2M | ||
| Q3 24 | $-4.1M | $64.4M | ||
| Q2 24 | $-6.8M | $69.3M |
毛利率WRBYWSFS
| Q1 26 | — | — | ||
| Q4 25 | 52.4% | — | ||
| Q3 25 | 54.1% | — | ||
| Q2 25 | 53.0% | — | ||
| Q1 25 | 56.3% | — | ||
| Q4 24 | 54.1% | — | ||
| Q3 24 | 54.5% | — | ||
| Q2 24 | 56.0% | — |
营业利润率WRBYWSFS
| Q1 26 | — | — | ||
| Q4 25 | -3.2% | 35.8% | ||
| Q3 25 | 1.6% | 37.3% | ||
| Q2 25 | -2.1% | 35.7% | ||
| Q1 25 | 1.1% | 34.0% | ||
| Q4 24 | -4.9% | 32.3% | ||
| Q3 24 | -3.4% | 31.9% | ||
| Q2 24 | -4.8% | 34.0% |
净利率WRBYWSFS
| Q1 26 | — | 31.5% | ||
| Q4 25 | -2.8% | 26.7% | ||
| Q3 25 | 2.6% | 28.3% | ||
| Q2 25 | -0.8% | 27.0% | ||
| Q1 25 | 1.6% | 25.7% | ||
| Q4 24 | -3.6% | 24.6% | ||
| Q3 24 | -2.1% | 24.1% | ||
| Q2 24 | -3.6% | 26.0% |
每股收益（稀释后）WRBYWSFS
| Q1 26 | — | $1.64 | ||
| Q4 25 | $-0.06 | $1.33 | ||
| Q3 25 | $0.05 | $1.37 | ||
| Q2 25 | $-0.01 | $1.27 | ||
| Q1 25 | $0.03 | $1.12 | ||
| Q4 24 | $-0.06 | $1.08 | ||
| Q3 24 | $-0.03 | $1.08 | ||
| Q2 24 | $-0.06 | $1.16 |
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 | $286.4M | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $367.7M | $2.7B |
| 总资产 | $720.9M | $22.1B |
| 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WRBYWSFS
| Q1 26 | — | — | ||
| Q4 25 | $286.4M | $1.7B | ||
| Q3 25 | $280.4M | — | ||
| Q2 25 | $286.4M | — | ||
| Q1 25 | $265.1M | — | ||
| Q4 24 | $254.2M | $1.2B | ||
| Q3 24 | $251.0M | — | ||
| Q2 24 | $238.0M | — |
股东权益WRBYWSFS
| Q1 26 | — | $2.7B | ||
| Q4 25 | $367.7M | $2.7B | ||
| Q3 25 | $369.6M | $2.8B | ||
| Q2 25 | $361.5M | $2.7B | ||
| Q1 25 | $354.1M | $2.7B | ||
| Q4 24 | $340.1M | $2.6B | ||
| Q3 24 | $336.8M | $2.7B | ||
| Q2 24 | $329.4M | $2.5B |
总资产WRBYWSFS
| Q1 26 | — | $22.1B | ||
| Q4 25 | $720.9M | $21.3B | ||
| Q3 25 | $706.9M | $20.8B | ||
| Q2 25 | $701.9M | $20.8B | ||
| Q1 25 | $682.8M | $20.5B | ||
| Q4 24 | $676.5M | $20.8B | ||
| Q3 24 | $638.0M | $20.9B | ||
| Q2 24 | $618.2M | $20.7B |
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 | $23.3M | — |
| 自由现金流经营现金流 - 资本支出 | $8.1M | — |
| 自由现金流率自由现金流/营收 | 3.8% | — |
| 资本支出强度资本支出/营收 | 7.1% | — |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $43.7M | — |
8季度趋势，按日历期对齐
经营现金流WRBYWSFS
| Q1 26 | — | — | ||
| Q4 25 | $23.3M | $220.0M | ||
| Q3 25 | $18.0M | $121.5M | ||
| Q2 25 | $40.2M | $37.2M | ||
| Q1 25 | $29.4M | $8.7M | ||
| Q4 24 | $19.9M | $219.9M | ||
| Q3 24 | $27.3M | $3.1M | ||
| Q2 24 | $31.6M | $44.8M |
自由现金流WRBYWSFS
| Q1 26 | — | — | ||
| Q4 25 | $8.1M | $213.6M | ||
| Q3 25 | $-1.5M | $120.3M | ||
| Q2 25 | $23.9M | $35.2M | ||
| Q1 25 | $13.2M | $6.3M | ||
| Q4 24 | $2.2M | $205.6M | ||
| Q3 24 | $13.1M | $-489.0K | ||
| Q2 24 | $14.0M | $42.1M |
自由现金流率WRBYWSFS
| Q1 26 | — | — | ||
| Q4 25 | 3.8% | 78.6% | ||
| Q3 25 | -0.7% | 44.5% | ||
| Q2 25 | 11.1% | 13.2% | ||
| Q1 25 | 5.9% | 2.5% | ||
| Q4 24 | 1.1% | 78.6% | ||
| Q3 24 | 6.8% | -0.2% | ||
| Q2 24 | 7.4% | 15.8% |
资本支出强度WRBYWSFS
| Q1 26 | — | — | ||
| Q4 25 | 7.1% | 2.3% | ||
| Q3 25 | 8.8% | 0.5% | ||
| Q2 25 | 7.6% | 0.7% | ||
| Q1 25 | 7.2% | 0.9% | ||
| Q4 24 | 9.3% | 5.5% | ||
| Q3 24 | 7.4% | 1.4% | ||
| Q2 24 | 9.4% | 1.0% |
现金转化率WRBYWSFS
| Q1 26 | — | — | ||
| Q4 25 | — | 3.03× | ||
| Q3 25 | 3.06× | 1.59× | ||
| Q2 25 | — | 0.51× | ||
| Q1 25 | 8.46× | 0.13× | ||
| Q4 24 | — | 3.43× | ||
| Q3 24 | — | 0.05× | ||
| Q2 24 | — | 0.65× |
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
WRBY
| Retail | $155.2M | 73% |
| E Commerce | $56.8M | 27% |
WSFS
暂无分部数据
