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ALBANY INTERNATIONAL CORP（AIN）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
ALBANY INTERNATIONAL CORP的季度营收约是LANDS' END, INC.的1.0倍（$321.2M vs $317.5M），ALBANY INTERNATIONAL CORP净利率更高（4.3% vs 1.6%，领先2.7%），ALBANY INTERNATIONAL CORP同比增速更快（12.0% vs 0.1%），ALBANY INTERNATIONAL CORP自由现金流更多（$51.4M vs $-22.4M），过去两年ALBANY INTERNATIONAL CORP的营收复合增速更高（1.2% vs -0.9%）
奥尔巴尼国际是全球先进材料与工业技术企业，下设两大核心业务板块：为造纸等工业生产提供定制工程织物的机械织物部门，以及为航空航天、国防领域研发高性能复合材料部件的工程复合材料部门，业务覆盖全球多个区域。
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。
AIN vs LE — 直观对比
营收规模更大
AIN
是对方的1.0倍
$317.5M
营收增速更快
AIN
高出11.9%
0.1%
净利率更高
AIN
高出2.7%
1.6%
自由现金流更多
AIN
多$73.9M
$-22.4M
两年增速更快
AIN
近两年复合增速
-0.9%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $321.2M | $317.5M |
| 净利润 | $13.9M | $5.2M |
| 毛利率 | 31.1% | 51.8% |
| 营业利润率 | 9.3% | 5.3% |
| 净利率 | 4.3% | 1.6% |
| 营收同比 | 12.0% | 0.1% |
| 净利润同比 | -21.5% | 198.3% |
| 每股收益（稀释后） | $0.56 | $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AINLE
| Q4 25 | $321.2M | $317.5M | ||
| Q3 25 | $261.4M | — | ||
| Q2 25 | $311.4M | $261.2M | ||
| Q1 25 | $288.8M | — | ||
| Q4 24 | $286.9M | $318.6M | ||
| Q3 24 | $298.4M | $317.2M | ||
| Q2 24 | $332.0M | $285.5M | ||
| Q1 24 | $313.3M | $514.9M |
净利润AINLE
| Q4 25 | $13.9M | $5.2M | ||
| Q3 25 | $-97.8M | — | ||
| Q2 25 | $9.2M | $-8.3M | ||
| Q1 25 | $17.4M | — | ||
| Q4 24 | $17.7M | $-593.0K | ||
| Q3 24 | $18.0M | $-5.3M | ||
| Q2 24 | $24.6M | $-6.4M | ||
| Q1 24 | $27.3M | $-8.6M |
毛利率AINLE
| Q4 25 | 31.1% | 51.8% | ||
| Q3 25 | -19.1% | — | ||
| Q2 25 | 31.3% | 50.8% | ||
| Q1 25 | 33.4% | — | ||
| Q4 24 | 31.5% | 50.6% | ||
| Q3 24 | 30.3% | 47.9% | ||
| Q2 24 | 33.9% | 48.7% | ||
| Q1 24 | 34.7% | 38.0% |
营业利润率AINLE
| Q4 25 | 9.3% | 5.3% | ||
| Q3 25 | -44.6% | — | ||
| Q2 25 | 7.2% | -0.9% | ||
| Q1 25 | 9.8% | — | ||
| Q4 24 | 8.5% | 2.9% | ||
| Q3 24 | 8.4% | 0.8% | ||
| Q2 24 | 12.9% | 0.8% | ||
| Q1 24 | 12.4% | 1.6% |
净利率AINLE
| Q4 25 | 4.3% | 1.6% | ||
| Q3 25 | -37.4% | — | ||
| Q2 25 | 2.9% | -3.2% | ||
| Q1 25 | 6.0% | — | ||
| Q4 24 | 6.2% | -0.2% | ||
| Q3 24 | 6.0% | -1.7% | ||
| Q2 24 | 7.4% | -2.3% | ||
| Q1 24 | 8.7% | -1.7% |
每股收益（稀释后）AINLE
| Q4 25 | $0.56 | $0.17 | ||
| Q3 25 | $-3.37 | — | ||
| Q2 25 | $0.31 | $-0.27 | ||
| Q1 25 | $0.56 | — | ||
| Q4 24 | $0.57 | $-0.02 | ||
| Q3 24 | $0.57 | $-0.17 | ||
| Q2 24 | $0.79 | $-0.20 | ||
| Q1 24 | $0.87 | $-0.27 |
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 | $112.3M | $36.3M |
| 总债务越低越好 | $455.7M | — |
| 股东权益账面价值 | $726.2M | $231.0M |
| 总资产 | $1.7B | $852.7M |
| 负债/权益比越低杠杆越低 | 0.63× | — |
8季度趋势，按日历期对齐
现金及短期投资AINLE
| Q4 25 | $112.3M | $36.3M | ||
| Q3 25 | $108.3M | — | ||
| Q2 25 | $106.7M | $18.1M | ||
| Q1 25 | $119.4M | — | ||
| Q4 24 | $115.3M | $30.4M | ||
| Q3 24 | $127.2M | $25.6M | ||
| Q2 24 | $116.4M | $27.4M | ||
| Q1 24 | $125.4M | $25.3M |
总债务AINLE
| Q4 25 | $455.7M | — | ||
| Q3 25 | $480.6M | — | ||
| Q2 25 | $444.7M | — | ||
| Q1 25 | $416.4M | — | ||
| Q4 24 | $318.5M | — | ||
| Q3 24 | $362.2M | — | ||
| Q2 24 | $377.1M | — | ||
| Q1 24 | $439.1M | — |
股东权益AINLE
| Q4 25 | $726.2M | $231.0M | ||
| Q3 25 | $739.3M | — | ||
| Q2 25 | $888.6M | $230.1M | ||
| Q1 25 | $900.0M | — | ||
| Q4 24 | $943.5M | $223.6M | ||
| Q3 24 | $991.0M | $226.5M | ||
| Q2 24 | $967.5M | $234.6M | ||
| Q1 24 | $967.5M | $241.6M |
总资产AINLE
| Q4 25 | $1.7B | $852.7M | ||
| Q3 25 | $1.7B | — | ||
| Q2 25 | $1.7B | $760.5M | ||
| Q1 25 | $1.7B | — | ||
| Q4 24 | $1.6B | $843.6M | ||
| Q3 24 | $1.8B | $802.5M | ||
| Q2 24 | $1.8B | $800.1M | ||
| Q1 24 | $1.8B | $811.5M |
负债/权益比AINLE
| Q4 25 | 0.63× | — | ||
| Q3 25 | 0.65× | — | ||
| Q2 25 | 0.50× | — | ||
| Q1 25 | 0.46× | — | ||
| Q4 24 | 0.34× | — | ||
| Q3 24 | 0.37× | — | ||
| Q2 24 | 0.39× | — | ||
| Q1 24 | 0.45× | — |
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 | $73.7M | $-15.7M |
| 自由现金流经营现金流 - 资本支出 | $51.4M | $-22.4M |
| 自由现金流率自由现金流/营收 | 16.0% | -7.1% |
| 资本支出强度资本支出/营收 | 6.9% | 2.1% |
| 现金转化率经营现金流/净利润 | 5.31× | -3.03× |
| 过去12个月自由现金流最近4个季度 | $82.6M | $-55.0M |
8季度趋势，按日历期对齐
经营现金流AINLE
| Q4 25 | $73.7M | $-15.7M | ||
| Q3 25 | $43.9M | — | ||
| Q2 25 | $32.7M | $-22.5M | ||
| Q1 25 | $2.1M | — | ||
| Q4 24 | $78.5M | $-17.1M | ||
| Q3 24 | $47.0M | $30.7M | ||
| Q2 24 | $83.4M | $-25.8M | ||
| Q1 24 | $9.6M | $93.9M |
自由现金流AINLE
| Q4 25 | $51.4M | $-22.4M | ||
| Q3 25 | $25.9M | — | ||
| Q2 25 | $18.8M | $-30.7M | ||
| Q1 25 | $-13.5M | — | ||
| Q4 24 | $60.2M | $-27.8M | ||
| Q3 24 | $31.6M | $26.0M | ||
| Q2 24 | $63.6M | $-32.6M | ||
| Q1 24 | $-17.3M | $87.5M |
自由现金流率AINLE
| Q4 25 | 16.0% | -7.1% | ||
| Q3 25 | 9.9% | — | ||
| Q2 25 | 6.0% | -11.8% | ||
| Q1 25 | -4.7% | — | ||
| Q4 24 | 21.0% | -8.7% | ||
| Q3 24 | 10.6% | 8.2% | ||
| Q2 24 | 19.2% | -11.4% | ||
| Q1 24 | -5.5% | 17.0% |
资本支出强度AINLE
| Q4 25 | 6.9% | 2.1% | ||
| Q3 25 | 6.9% | — | ||
| Q2 25 | 4.5% | 3.2% | ||
| Q1 25 | 5.4% | — | ||
| Q4 24 | 6.4% | 3.3% | ||
| Q3 24 | 5.2% | 1.5% | ||
| Q2 24 | 6.0% | 2.4% | ||
| Q1 24 | 8.6% | 1.2% |
现金转化率AINLE
| Q4 25 | 5.31× | -3.03× | ||
| Q3 25 | — | — | ||
| Q2 25 | 3.56× | — | ||
| Q1 25 | 0.12× | — | ||
| Q4 24 | 4.44× | — | ||
| Q3 24 | 2.61× | — | ||
| Q2 24 | 3.39× | — | ||
| Q1 24 | 0.35× | — |
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
AIN
| Transferred At Point In Time | $176.5M | 55% |
| Engineered Composites Other | $99.3M | 31% |
| Engineered Composites ASC | $44.5M | 14% |
| Transferred Over Time | $1.0M | 0% |
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% |
