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Side-by-side financial comparison of Acushnet Holdings Corp. (GOLF) and LANDS' END, INC. (LE). Click either name above to swap in a different company.
Acushnet Holdings Corp. is the larger business by last-quarter revenue ($477.2M vs $317.5M, roughly 1.5× LANDS' END, INC.). LANDS' END, INC. runs the higher net margin — 1.6% vs -7.3%, a 8.9% gap on every dollar of revenue. On growth, Acushnet Holdings Corp. posted the faster year-over-year revenue change (7.2% vs 0.1%). LANDS' END, INC. produced more free cash flow last quarter ($-22.4M vs $-23.3M). Over the past eight quarters, LANDS' END, INC.'s revenue compounded faster (-0.9% CAGR vs -17.9%).
The Acushnet Company is an American company focused on the golf market. The company operates a series of brands that manufacture golf equipment, clothing and accessories.
Lands' End, Inc. is an American retailer of clothing, baggage, and furniture which began as a mail-order yachting supply company in 1963 in Chicago. The company is named after Land's End; after promotional materials were printed, the founder noticed the typographical error in the location of the apostrophe, but could not afford to reprint the material. The company operates 26 domestic stores as of February 2024. Lands' End is headquartered in Dodgeville, Wisconsin.
GOLF vs LE — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | ||
|---|---|---|
| Revenue | $477.2M | $317.5M |
| Net Profit | $-34.9M | $5.2M |
| Gross Margin | 44.1% | 51.8% |
| Operating Margin | -3.8% | 5.3% |
| Net Margin | -7.3% | 1.6% |
| Revenue YoY | 7.2% | 0.1% |
| Net Profit YoY | -3027.3% | 198.3% |
| EPS (diluted) | $-0.57 | $0.17 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $477.2M | $317.5M | ||
| Q3 25 | $657.7M | — | ||
| Q2 25 | $720.5M | $261.2M | ||
| Q1 25 | $703.4M | — | ||
| Q4 24 | $445.2M | $318.6M | ||
| Q3 24 | $620.5M | $317.2M | ||
| Q2 24 | $683.9M | $285.5M | ||
| Q1 24 | $707.6M | $514.9M |
| Q4 25 | $-34.9M | $5.2M | ||
| Q3 25 | $48.5M | — | ||
| Q2 25 | $75.6M | $-8.3M | ||
| Q1 25 | $99.4M | — | ||
| Q4 24 | $-1.1M | $-593.0K | ||
| Q3 24 | $56.2M | $-5.3M | ||
| Q2 24 | $71.4M | $-6.4M | ||
| Q1 24 | $87.8M | $-8.6M |
| Q4 25 | 44.1% | 51.8% | ||
| Q3 25 | 48.5% | — | ||
| Q2 25 | 49.2% | 50.8% | ||
| Q1 25 | 47.9% | — | ||
| Q4 24 | 22.6% | 50.6% | ||
| Q3 24 | 54.4% | 47.9% | ||
| Q2 24 | 54.4% | 48.7% | ||
| Q1 24 | 53.4% | 38.0% |
| Q4 25 | -3.8% | 5.3% | ||
| Q3 25 | 14.1% | — | ||
| Q2 25 | 15.2% | -0.9% | ||
| Q1 25 | 16.3% | — | ||
| Q4 24 | -1.2% | 2.9% | ||
| Q3 24 | 13.2% | 0.8% | ||
| Q2 24 | 15.5% | 0.8% | ||
| Q1 24 | 17.2% | 1.6% |
| Q4 25 | -7.3% | 1.6% | ||
| Q3 25 | 7.4% | — | ||
| Q2 25 | 10.5% | -3.2% | ||
| Q1 25 | 14.1% | — | ||
| Q4 24 | -0.3% | -0.2% | ||
| Q3 24 | 9.1% | -1.7% | ||
| Q2 24 | 10.4% | -2.3% | ||
| Q1 24 | 12.4% | -1.7% |
| Q4 25 | $-0.57 | $0.17 | ||
| Q3 25 | $0.81 | — | ||
| Q2 25 | $1.25 | $-0.27 | ||
| Q1 25 | $1.62 | — | ||
| Q4 24 | $0.02 | $-0.02 | ||
| Q3 24 | $0.89 | $-0.17 | ||
| Q2 24 | $1.11 | $-0.20 | ||
| Q1 24 | $1.35 | $-0.27 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | ||
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $36.3M |
| Total DebtLower is stronger | $926.2M | — |
| Stockholders' EquityBook value | $783.6M | $231.0M |
| Total Assets | $2.3B | $852.7M |
| Debt / EquityLower = less leverage | 1.18× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $36.3M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $18.1M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $30.4M | ||
| Q3 24 | — | $25.6M | ||
| Q2 24 | — | $27.4M | ||
| Q1 24 | — | $25.3M |
| Q4 25 | $926.2M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $753.1M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $783.6M | $231.0M | ||
| Q3 25 | $852.3M | — | ||
| Q2 25 | $808.5M | $230.1M | ||
| Q1 25 | $780.3M | — | ||
| Q4 24 | $765.2M | $223.6M | ||
| Q3 24 | $863.9M | $226.5M | ||
| Q2 24 | $863.7M | $234.6M | ||
| Q1 24 | $883.7M | $241.6M |
| Q4 25 | $2.3B | $852.7M | ||
| Q3 25 | $2.4B | — | ||
| Q2 25 | $2.4B | $760.5M | ||
| Q1 25 | $2.4B | — | ||
| Q4 24 | $2.2B | $843.6M | ||
| Q3 24 | $2.3B | $802.5M | ||
| Q2 24 | $2.3B | $800.1M | ||
| Q1 24 | $2.4B | $811.5M |
| Q4 25 | 1.18× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.98× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | ||
|---|---|---|
| Operating Cash FlowLast quarter | $-338.0K | $-15.7M |
| Free Cash FlowOCF − Capex | $-23.3M | $-22.4M |
| FCF MarginFCF / Revenue | -4.9% | -7.1% |
| Capex IntensityCapex / Revenue | 4.8% | 2.1% |
| Cash ConversionOCF / Net Profit | — | -3.03× |
| TTM Free Cash FlowTrailing 4 quarters | $120.0M | $-55.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-338.0K | $-15.7M | ||
| Q3 25 | $163.1M | — | ||
| Q2 25 | $151.9M | $-22.5M | ||
| Q1 25 | $-120.3M | — | ||
| Q4 24 | $-1.1M | $-17.1M | ||
| Q3 24 | $144.1M | $30.7M | ||
| Q2 24 | $211.6M | $-25.8M | ||
| Q1 24 | $-109.5M | $93.9M |
| Q4 25 | $-23.3M | $-22.4M | ||
| Q3 25 | $136.9M | — | ||
| Q2 25 | $138.0M | $-30.7M | ||
| Q1 25 | $-131.5M | — | ||
| Q4 24 | $-33.2M | $-27.8M | ||
| Q3 24 | $123.7M | $26.0M | ||
| Q2 24 | $196.8M | $-32.6M | ||
| Q1 24 | $-116.8M | $87.5M |
| Q4 25 | -4.9% | -7.1% | ||
| Q3 25 | 20.8% | — | ||
| Q2 25 | 19.2% | -11.8% | ||
| Q1 25 | -18.7% | — | ||
| Q4 24 | -7.5% | -8.7% | ||
| Q3 24 | 19.9% | 8.2% | ||
| Q2 24 | 28.8% | -11.4% | ||
| Q1 24 | -16.5% | 17.0% |
| Q4 25 | 4.8% | 2.1% | ||
| Q3 25 | 4.0% | — | ||
| Q2 25 | 1.9% | 3.2% | ||
| Q1 25 | 1.6% | — | ||
| Q4 24 | 7.2% | 3.3% | ||
| Q3 24 | 3.3% | 1.5% | ||
| Q2 24 | 2.2% | 2.4% | ||
| Q1 24 | 1.0% | 1.2% |
| Q4 25 | — | -3.03× | ||
| Q3 25 | 3.36× | — | ||
| Q2 25 | 2.01× | — | ||
| Q1 25 | -1.21× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.56× | — | ||
| Q2 24 | 2.96× | — | ||
| Q1 24 | -1.25× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
GOLF
| Titleist Golf Equipment | $293.8M | 62% |
| Footjoy Golf Wear | $102.0M | 21% |
| Other | $45.3M | 9% |
| Golf Gear | $36.1M | 8% |
LE
| U Se Commerce | $179.8M | 57% |
| Business Outfitters Revenue | $78.8M | 25% |
| Licensing And Retail | $20.2M | 6% |
| Other | $19.8M | 6% |
| Third Party | $18.9M | 6% |