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Apellis Pharmaceuticals, Inc.（APLS）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
LANDS' END, INC.的季度营收约是Apellis Pharmaceuticals, Inc.的1.6倍（$317.5M vs $199.9M），LANDS' END, INC.净利率更高（1.6% vs -29.5%，领先31.1%），LANDS' END, INC.同比增速更快（0.1% vs -5.9%），Apellis Pharmaceuticals, Inc.自由现金流更多（$-14.3M vs $-22.4M），过去两年Apellis Pharmaceuticals, Inc.的营收复合增速更高（7.7% vs -0.9%）
Apellis Pharmaceuticals是一家临床阶段生物制药企业，专注于开发调节补体系统的靶向疗法，适应症覆盖年龄相关性黄斑变性继发地图样萎缩等眼科疾病、罕见血液病及自身免疫性疾病，核心市场为美国及欧盟地区。
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。
APLS vs LE — 直观对比
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $199.9M | $317.5M |
| 净利润 | $-59.0M | $5.2M |
| 毛利率 | — | 51.8% |
| 营业利润率 | -25.6% | 5.3% |
| 净利率 | -29.5% | 1.6% |
| 营收同比 | -5.9% | 0.1% |
| 净利润同比 | -62.2% | 198.3% |
| 每股收益（稀释后） | $-0.40 | $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
| Q4 25 | $199.9M | $317.5M | ||
| Q3 25 | $458.6M | — | ||
| Q2 25 | $178.5M | $261.2M | ||
| Q1 25 | $166.8M | — | ||
| Q4 24 | $212.5M | $318.6M | ||
| Q3 24 | $196.8M | $317.2M | ||
| Q2 24 | $199.7M | $285.5M | ||
| Q1 24 | $172.3M | $514.9M |
| Q4 25 | $-59.0M | $5.2M | ||
| Q3 25 | $215.7M | — | ||
| Q2 25 | $-42.2M | $-8.3M | ||
| Q1 25 | $-92.2M | — | ||
| Q4 24 | $-36.4M | $-593.0K | ||
| Q3 24 | $-57.4M | $-5.3M | ||
| Q2 24 | $-37.7M | $-6.4M | ||
| Q1 24 | $-66.4M | $-8.6M |
| Q4 25 | — | 51.8% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 50.8% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 50.6% | ||
| Q3 24 | — | 47.9% | ||
| Q2 24 | — | 48.7% | ||
| Q1 24 | — | 38.0% |
| Q4 25 | -25.6% | 5.3% | ||
| Q3 25 | 48.7% | — | ||
| Q2 25 | -18.6% | -0.9% | ||
| Q1 25 | -50.0% | — | ||
| Q4 24 | -12.3% | 2.9% | ||
| Q3 24 | -24.0% | 0.8% | ||
| Q2 24 | -14.7% | 0.8% | ||
| Q1 24 | -36.0% | 1.6% |
| Q4 25 | -29.5% | 1.6% | ||
| Q3 25 | 47.0% | — | ||
| Q2 25 | -23.6% | -3.2% | ||
| Q1 25 | -55.3% | — | ||
| Q4 24 | -17.1% | -0.2% | ||
| Q3 24 | -29.2% | -1.7% | ||
| Q2 24 | -18.9% | -2.3% | ||
| Q1 24 | -38.5% | -1.7% |
| Q4 25 | $-0.40 | $0.17 | ||
| Q3 25 | $1.67 | — | ||
| Q2 25 | $-0.33 | $-0.27 | ||
| Q1 25 | $-0.74 | — | ||
| Q4 24 | $-0.30 | $-0.02 | ||
| Q3 24 | $-0.46 | $-0.17 | ||
| Q2 24 | $-0.30 | $-0.20 | ||
| Q1 24 | $-0.54 | $-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 | $466.2M | $36.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $370.1M | $231.0M |
| 总资产 | $1.1B | $852.7M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q4 25 | $466.2M | $36.3M | ||
| Q3 25 | $479.2M | — | ||
| Q2 25 | $370.0M | $18.1M | ||
| Q1 25 | $358.4M | — | ||
| Q4 24 | $411.3M | $30.4M | ||
| Q3 24 | $396.9M | $25.6M | ||
| Q2 24 | $360.1M | $27.4M | ||
| Q1 24 | $325.9M | $25.3M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $93.1M | — |
| Q4 25 | $370.1M | $231.0M | ||
| Q3 25 | $401.2M | — | ||
| Q2 25 | $156.3M | $230.1M | ||
| Q1 25 | $164.2M | — | ||
| Q4 24 | $228.5M | $223.6M | ||
| Q3 24 | $237.1M | $226.5M | ||
| Q2 24 | $264.3M | $234.6M | ||
| Q1 24 | $266.7M | $241.6M |
| Q4 25 | $1.1B | $852.7M | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $821.4M | $760.5M | ||
| Q1 25 | $807.3M | — | ||
| Q4 24 | $885.1M | $843.6M | ||
| Q3 24 | $901.9M | $802.5M | ||
| Q2 24 | $904.5M | $800.1M | ||
| Q1 24 | $831.9M | $811.5M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 0.35× | — |
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 | $-14.2M | $-15.7M |
| 自由现金流经营现金流 - 资本支出 | $-14.3M | $-22.4M |
| 自由现金流率自由现金流/营收 | -7.1% | -7.1% |
| 资本支出强度资本支出/营收 | 0.1% | 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 | $45.0M | $-55.0M |
8季度趋势，按日历期对齐
| Q4 25 | $-14.2M | $-15.7M | ||
| Q3 25 | $108.5M | — | ||
| Q2 25 | $4.4M | $-22.5M | ||
| Q1 25 | $-53.4M | — | ||
| Q4 24 | $19.4M | $-17.1M | ||
| Q3 24 | $34.1M | $30.7M | ||
| Q2 24 | $-8.3M | $-25.8M | ||
| Q1 24 | $-133.0M | $93.9M |
| Q4 25 | $-14.3M | $-22.4M | ||
| Q3 25 | $108.3M | — | ||
| Q2 25 | $4.4M | $-30.7M | ||
| Q1 25 | $-53.4M | — | ||
| Q4 24 | $19.3M | $-27.8M | ||
| Q3 24 | — | $26.0M | ||
| Q2 24 | $-8.4M | $-32.6M | ||
| Q1 24 | $-133.3M | $87.5M |
| Q4 25 | -7.1% | -7.1% | ||
| Q3 25 | 23.6% | — | ||
| Q2 25 | 2.5% | -11.8% | ||
| Q1 25 | -32.0% | — | ||
| Q4 24 | 9.1% | -8.7% | ||
| Q3 24 | — | 8.2% | ||
| Q2 24 | -4.2% | -11.4% | ||
| Q1 24 | -77.3% | 17.0% |
| Q4 25 | 0.1% | 2.1% | ||
| Q3 25 | 0.0% | — | ||
| Q2 25 | 0.0% | 3.2% | ||
| Q1 25 | 0.0% | — | ||
| Q4 24 | 0.0% | 3.3% | ||
| Q3 24 | 0.0% | 1.5% | ||
| Q2 24 | 0.0% | 2.4% | ||
| Q1 24 | 0.2% | 1.2% |
| Q4 25 | — | -3.03× | ||
| Q3 25 | 0.50× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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
APLS
| Syfovre | $155.2M | 78% |
| Empaveli Pegcetacoplan | $35.1M | 18% |
| Licensing And Other Revenue | $9.6M | 5% |
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% |
