vs
美国鹰（AEO）与LANDS' END, INC.（LE）财务数据对比。点击上方公司名可切换其他公司
美国鹰的季度营收约是LANDS' END, INC.的4.3倍（$1.4B vs $317.5M）。美国鹰净利率更高（6.7% vs 1.6%，领先5.1%）。美国鹰同比增速更快（5.7% vs 0.1%）。美国鹰自由现金流更多（$-2.5M vs $-22.4M）。过去两年美国鹰的营收复合增速更高（2.8% vs -1.1%）
American Eagle Outfitters是美国知名服饰及配饰零售商，总部位于宾夕法尼亚州匹兹堡市南区工业园。品牌1977年由杰里·西尔弗曼与马克·西尔弗曼兄弟创立，最初为零售风险投资公司的子公司，旗下还运营西尔弗曼男装。1980年创始人向肖滕斯坦家族出售一半股权，1991年售罄剩余股份，目前旗下拥有Aerie、Unsubscribed等多个品牌。
Lands' End是1963年诞生于美国芝加哥的服饰零售品牌，最初以邮购游艇用品起家，目前业务拓展至服饰、箱包与家居用品领域。截至2024年2月，品牌在美国本土共开设26家门店，总部位于威斯康星州道奇维尔。品牌名源自地名兰兹角，因创立时印刷错了撇号位置又无力重印，错拼的名称便沿用至今。
AEO vs LE — 直观对比
营收规模更大
AEO
是对方的4.3倍
$317.5M
营收增速更快
AEO
高出5.6%
0.1%
净利率更高
AEO
高出5.1%
1.6%
自由现金流更多
AEO
多$19.9M
$-22.4M
两年增速更快
AEO
近两年复合增速
-1.1%
损益表 — Q3 2026 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $317.5M |
| 净利润 | $91.3M | $5.2M |
| 毛利率 | 40.5% | 51.8% |
| 营业利润率 | 8.3% | 5.3% |
| 净利率 | 6.7% | 1.6% |
| 营收同比 | 5.7% | 0.1% |
| 净利润同比 | 14.2% | 198.3% |
| 每股收益（稀释后） | $0.53 | $0.17 |
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AEOLE
| Q4 25 | $1.4B | $317.5M | ||
| Q3 25 | $1.3B | — | ||
| Q2 25 | $1.1B | $261.2M | ||
| Q4 24 | $1.3B | $318.6M | ||
| Q3 24 | $1.3B | $317.2M | ||
| Q2 24 | $1.1B | $285.5M | ||
| Q1 24 | $1.7B | $514.9M | ||
| Q4 23 | — | $324.7M |
净利润AEOLE
| Q4 25 | $91.3M | $5.2M | ||
| Q3 25 | $77.6M | — | ||
| Q2 25 | $-64.9M | $-8.3M | ||
| Q4 24 | $80.0M | $-593.0K | ||
| Q3 24 | $77.3M | $-5.3M | ||
| Q2 24 | $67.8M | $-6.4M | ||
| Q1 24 | $6.3M | $-8.6M | ||
| Q4 23 | — | $-112.4M |
毛利率AEOLE
| Q4 25 | 40.5% | 51.8% | ||
| Q3 25 | 38.9% | — | ||
| Q2 25 | 29.6% | 50.8% | ||
| Q4 24 | 40.9% | 50.6% | ||
| Q3 24 | 38.6% | 47.9% | ||
| Q2 24 | 40.6% | 48.7% | ||
| Q1 24 | 36.6% | 38.0% | ||
| Q4 23 | — | 47.0% |
营业利润率AEOLE
| Q4 25 | 8.3% | 5.3% | ||
| Q3 25 | 8.0% | — | ||
| Q2 25 | -7.8% | -0.9% | ||
| Q4 24 | 8.2% | 2.9% | ||
| Q3 24 | 7.8% | 0.8% | ||
| Q2 24 | 6.8% | 0.8% | ||
| Q1 24 | 0.6% | 1.6% | ||
| Q4 23 | — | -31.2% |
净利率AEOLE
| Q4 25 | 6.7% | 1.6% | ||
| Q3 25 | 6.0% | — | ||
| Q2 25 | -6.0% | -3.2% | ||
| Q4 24 | 6.2% | -0.2% | ||
| Q3 24 | 6.0% | -1.7% | ||
| Q2 24 | 5.9% | -2.3% | ||
| Q1 24 | 0.4% | -1.7% | ||
| Q4 23 | — | -34.6% |
每股收益（稀释后）AEOLE
| Q4 25 | $0.53 | $0.17 | ||
| Q3 25 | $0.45 | — | ||
| Q2 25 | $-0.36 | $-0.27 | ||
| Q4 24 | $0.41 | $-0.02 | ||
| Q3 24 | $0.39 | $-0.17 | ||
| Q2 24 | $0.34 | $-0.20 | ||
| Q1 24 | $0.03 | $-0.27 | ||
| Q4 23 | — | $-3.52 |
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 | $112.8M | $36.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.6B | $231.0M |
| 总资产 | $4.2B | $852.7M |
| 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AEOLE
| Q4 25 | $112.8M | $36.3M | ||
| Q3 25 | $126.8M | — | ||
| Q2 25 | $87.9M | $18.1M | ||
| Q4 24 | $160.2M | $30.4M | ||
| Q3 24 | $191.8M | $25.6M | ||
| Q2 24 | $300.5M | $27.4M | ||
| Q1 24 | $454.1M | $25.3M | ||
| Q4 23 | — | $36.8M |
总债务AEOLE
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q4 24 | $0 | — | ||
| Q3 24 | $0 | — | ||
| Q2 24 | $0 | — | ||
| Q1 24 | $0 | — | ||
| Q4 23 | — | — |
股东权益AEOLE
| Q4 25 | $1.6B | $231.0M | ||
| Q3 25 | $1.5B | — | ||
| Q2 25 | $1.5B | $230.1M | ||
| Q4 24 | $1.7B | $223.6M | ||
| Q3 24 | $1.7B | $226.5M | ||
| Q2 24 | $1.8B | $234.6M | ||
| Q1 24 | $1.7B | $241.6M | ||
| Q4 23 | — | $250.9M |
总资产AEOLE
| Q4 25 | $4.2B | $852.7M | ||
| Q3 25 | $4.1B | — | ||
| Q2 25 | $3.8B | $760.5M | ||
| Q4 24 | $3.7B | $843.6M | ||
| Q3 24 | $3.5B | $802.5M | ||
| Q2 24 | $3.6B | $800.1M | ||
| Q1 24 | $3.6B | $811.5M | ||
| Q4 23 | — | $947.6M |
负债/权益比AEOLE
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q4 24 | 0.00× | — | ||
| Q3 24 | 0.00× | — | ||
| Q2 24 | 0.00× | — | ||
| Q1 24 | 0.00× | — | ||
| Q4 23 | — | — |
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 | $67.1M | $-15.7M |
| 自由现金流经营现金流 - 资本支出 | $-2.5M | $-22.4M |
| 自由现金流率自由现金流/营收 | -0.2% | -7.1% |
| 资本支出强度资本支出/营收 | 5.1% | 2.1% |
| 现金转化率经营现金流/净利润 | 0.74× | -3.03× |
| 过去12个月自由现金流最近4个季度 | $-169.8M | $-55.0M |
8季度趋势，按日历期对齐
经营现金流AEOLE
| Q4 25 | $67.1M | $-15.7M | ||
| Q3 25 | $27.8M | — | ||
| Q2 25 | $-54.7M | $-22.5M | ||
| Q4 24 | — | — | ||
| Q3 24 | $78.3M | $30.7M | ||
| Q2 24 | $-38.1M | $-25.8M | ||
| Q1 24 | $296.4M | $93.9M | ||
| Q4 23 | — | $-18.2M |
自由现金流AEOLE
| Q4 25 | $-2.5M | $-22.4M | ||
| Q3 25 | $-43.1M | — | ||
| Q2 25 | $-116.3M | $-30.7M | ||
| Q4 24 | — | — | ||
| Q3 24 | $17.5M | $26.0M | ||
| Q2 24 | $-74.3M | $-32.6M | ||
| Q1 24 | $256.8M | $87.5M | ||
| Q4 23 | — | $-23.8M |
自由现金流率AEOLE
| Q4 25 | -0.2% | -7.1% | ||
| Q3 25 | -3.4% | — | ||
| Q2 25 | -10.7% | -11.8% | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.4% | 8.2% | ||
| Q2 24 | -6.5% | -11.4% | ||
| Q1 24 | 15.3% | 17.0% | ||
| Q4 23 | — | -7.3% |
资本支出强度AEOLE
| Q4 25 | 5.1% | 2.1% | ||
| Q3 25 | 5.5% | — | ||
| Q2 25 | 5.7% | 3.2% | ||
| Q4 24 | — | — | ||
| Q3 24 | 4.7% | 1.5% | ||
| Q2 24 | 3.2% | 2.4% | ||
| Q1 24 | 2.4% | 1.2% | ||
| Q4 23 | — | 1.7% |
现金转化率AEOLE
| Q4 25 | 0.74× | -3.03× | ||
| Q3 25 | 0.36× | — | ||
| Q2 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.01× | — | ||
| Q2 24 | -0.56× | — | ||
| Q1 24 | 46.93× | — | ||
| Q4 23 | — | — |
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
AEO
| American Eagle Brand | $800.4M | 59% |
| Aerie Brand | $429.1M | 31% |
| Other | $133.2M | 10% |
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% |
