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Apple Hospitality REIT, Inc.（APLE）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
Apple Hospitality REIT, Inc.的季度营收约是LANDS' END, INC.的1.0倍（$326.4M vs $317.5M），Apple Hospitality REIT, Inc.净利率更高（9.1% vs 1.6%，领先7.4%），LANDS' END, INC.同比增速更快（0.1% vs -2.0%），过去两年LANDS' END, INC.的营收复合增速更高（-0.9% vs -8.5%）
莱曼 hospitality properties是一家深耕酒店、度假村、娱乐及媒体领域的企业，得名于旗下核心资产——位于田纳西州纳什维尔的国家历史地标莱曼礼堂。公司历史可追溯至曾作为爱德华·盖洛德旗下俄克拉荷马出版公司子公司的时期，1983年收购WSM公司后，拿下大奥普里等知名IP，奠定了如今的业务发展基础。
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。
APLE vs LE — 直观对比
营收规模更大
APLE
是对方的1.0倍
$317.5M
营收增速更快
LE
高出2.1%
-2.0%
净利率更高
APLE
高出7.4%
1.6%
两年增速更快
LE
近两年复合增速
-8.5%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $326.4M | $317.5M |
| 净利润 | $29.6M | $5.2M |
| 毛利率 | — | 51.8% |
| 营业利润率 | 15.2% | 5.3% |
| 净利率 | 9.1% | 1.6% |
| 营收同比 | -2.0% | 0.1% |
| 净利润同比 | 82.5% | 198.3% |
| 每股收益（稀释后） | $0.13 | $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APLELE
| Q1 26 | $326.4M | — | ||
| Q4 25 | $326.4M | $317.5M | ||
| Q3 25 | $373.9M | — | ||
| Q2 25 | $384.4M | $261.2M | ||
| Q1 25 | $327.7M | — | ||
| Q4 24 | $333.0M | $318.6M | ||
| Q3 24 | $378.8M | $317.2M | ||
| Q2 24 | $390.1M | $285.5M |
净利润APLELE
| Q1 26 | $29.6M | — | ||
| Q4 25 | $29.6M | $5.2M | ||
| Q3 25 | $50.9M | — | ||
| Q2 25 | $63.6M | $-8.3M | ||
| Q1 25 | $31.2M | — | ||
| Q4 24 | $29.8M | $-593.0K | ||
| Q3 24 | $56.3M | $-5.3M | ||
| Q2 24 | $73.9M | $-6.4M |
毛利率APLELE
| Q1 26 | — | — | ||
| Q4 25 | 37.2% | 51.8% | ||
| Q3 25 | 40.6% | — | ||
| Q2 25 | 42.6% | 50.8% | ||
| Q1 25 | 39.0% | — | ||
| Q4 24 | 38.6% | 50.6% | ||
| Q3 24 | 41.9% | 47.9% | ||
| Q2 24 | 44.6% | 48.7% |
营业利润率APLELE
| Q1 26 | 15.2% | — | ||
| Q4 25 | 15.2% | 5.3% | ||
| Q3 25 | 19.4% | — | ||
| Q2 25 | 22.1% | -0.9% | ||
| Q1 25 | 15.5% | — | ||
| Q4 24 | 15.0% | 2.9% | ||
| Q3 24 | 20.5% | 0.8% | ||
| Q2 24 | 24.0% | 0.8% |
净利率APLELE
| Q1 26 | 9.1% | — | ||
| Q4 25 | 9.1% | 1.6% | ||
| Q3 25 | 13.6% | — | ||
| Q2 25 | 16.6% | -3.2% | ||
| Q1 25 | 9.5% | — | ||
| Q4 24 | 9.0% | -0.2% | ||
| Q3 24 | 14.9% | -1.7% | ||
| Q2 24 | 19.0% | -2.3% |
每股收益（稀释后）APLELE
| Q1 26 | $0.13 | — | ||
| Q4 25 | $0.13 | $0.17 | ||
| Q3 25 | $0.21 | — | ||
| Q2 25 | $0.27 | $-0.27 | ||
| Q1 25 | $0.13 | — | ||
| Q4 24 | $0.13 | $-0.02 | ||
| Q3 24 | $0.23 | $-0.17 | ||
| Q2 24 | $0.31 | $-0.20 |
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 | $8.5M | $36.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.1B | $231.0M |
| 总资产 | $4.9B | $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APLELE
| Q1 26 | $8.5M | — | ||
| Q4 25 | $8.5M | $36.3M | ||
| Q3 25 | $50.3M | — | ||
| Q2 25 | $7.9M | $18.1M | ||
| Q1 25 | $14.9M | — | ||
| Q4 24 | $10.3M | $30.4M | ||
| Q3 24 | $6.1M | $25.6M | ||
| Q2 24 | $7.2M | $27.4M |
总债务APLELE
| Q1 26 | — | — | ||
| Q4 25 | $1.5B | — | ||
| Q3 25 | $1.5B | — | ||
| Q2 25 | $1.5B | — | ||
| Q1 25 | $1.5B | — | ||
| Q4 24 | $1.5B | — | ||
| Q3 24 | $1.5B | — | ||
| Q2 24 | $1.5B | — |
股东权益APLELE
| Q1 26 | $3.1B | — | ||
| Q4 25 | $3.1B | $231.0M | ||
| Q3 25 | $3.2B | — | ||
| Q2 25 | $3.2B | $230.1M | ||
| Q1 25 | $3.2B | — | ||
| Q4 24 | $3.3B | $223.6M | ||
| Q3 24 | $3.3B | $226.5M | ||
| Q2 24 | $3.3B | $234.6M |
总资产APLELE
| Q1 26 | $4.9B | — | ||
| Q4 25 | $4.9B | $852.7M | ||
| Q3 25 | $4.9B | — | ||
| Q2 25 | $4.9B | $760.5M | ||
| Q1 25 | $4.9B | — | ||
| Q4 24 | $5.0B | $843.6M | ||
| Q3 24 | $5.0B | $802.5M | ||
| Q2 24 | $5.1B | $800.1M |
负债/权益比APLELE
| Q1 26 | — | — | ||
| Q4 25 | 0.49× | — | ||
| Q3 25 | 0.47× | — | ||
| Q2 25 | 0.48× | — | ||
| Q1 25 | 0.48× | — | ||
| Q4 24 | 0.45× | — | ||
| Q3 24 | 0.46× | — | ||
| Q2 24 | 0.46× | — |
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 | — | $-15.7M |
| 自由现金流经营现金流 - 资本支出 | — | $-22.4M |
| 自由现金流率自由现金流/营收 | — | -7.1% |
| 资本支出强度资本支出/营收 | — | 2.1% |
| 现金转化率经营现金流/净利润 | — | -3.03× |
| 过去12个月自由现金流最近4个季度 | — | $-55.0M |
8季度趋势，按日历期对齐
经营现金流APLELE
| Q1 26 | — | — | ||
| Q4 25 | $370.2M | $-15.7M | ||
| Q3 25 | $126.4M | — | ||
| Q2 25 | $108.8M | $-22.5M | ||
| Q1 25 | $49.1M | — | ||
| Q4 24 | $405.4M | $-17.1M | ||
| Q3 24 | $128.2M | $30.7M | ||
| Q2 24 | $127.3M | $-25.8M |
自由现金流APLELE
| Q1 26 | — | — | ||
| Q4 25 | $282.0M | $-22.4M | ||
| Q3 25 | $109.0M | — | ||
| Q2 25 | $96.2M | $-30.7M | ||
| Q1 25 | $29.5M | — | ||
| Q4 24 | $327.1M | $-27.8M | ||
| Q3 24 | $113.1M | $26.0M | ||
| Q2 24 | $115.0M | $-32.6M |
自由现金流率APLELE
| Q1 26 | — | — | ||
| Q4 25 | 86.4% | -7.1% | ||
| Q3 25 | 29.2% | — | ||
| Q2 25 | 25.0% | -11.8% | ||
| Q1 25 | 9.0% | — | ||
| Q4 24 | 98.2% | -8.7% | ||
| Q3 24 | 29.9% | 8.2% | ||
| Q2 24 | 29.5% | -11.4% |
资本支出强度APLELE
| Q1 26 | — | — | ||
| Q4 25 | 27.0% | 2.1% | ||
| Q3 25 | 4.7% | — | ||
| Q2 25 | 3.3% | 3.2% | ||
| Q1 25 | 6.0% | — | ||
| Q4 24 | 23.5% | 3.3% | ||
| Q3 24 | 4.0% | 1.5% | ||
| Q2 24 | 3.2% | 2.4% |
现金转化率APLELE
| Q1 26 | — | — | ||
| Q4 25 | 12.50× | -3.03× | ||
| Q3 25 | 2.49× | — | ||
| Q2 25 | 1.71× | — | ||
| Q1 25 | 1.57× | — | ||
| Q4 24 | 13.59× | — | ||
| Q3 24 | 2.28× | — | ||
| Q2 24 | 1.72× | — |
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
APLE
| Comparable Hotels Total Revenue | $319.2M | 98% |
| Other | $7.1M | 2% |
| RevPAR (Comparable Hotels) | $106.9K | 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% |
