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AdvanSix Inc.（ASIX）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
AdvanSix Inc.的季度营收约是LANDS' END, INC.的1.1倍（$359.9M vs $317.5M），LANDS' END, INC.净利率更高（1.6% vs -0.8%，领先2.4%），AdvanSix Inc.同比增速更快（9.4% vs 0.1%），AdvanSix Inc.自由现金流更多（$36.1M vs $-22.4M），过去两年AdvanSix Inc.的营收复合增速更高（3.4% vs -0.9%）
AdvanSix Inc.是一家美国化工企业，主营尼龙6以及己内酰胺、硫酸铵肥料等相关化工产品。该公司原为霍尼韦尔旗下树脂与化工事业部，于2016年分拆独立，2019年预估营收达14亿美元，其企业历史可追溯至1884年在宾夕法尼亚州法兰克福成立的H. W. Jayne公司。
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。
ASIX vs LE — 直观对比
营收规模更大
ASIX
是对方的1.1倍
$317.5M
营收增速更快
ASIX
高出9.3%
0.1%
净利率更高
LE
高出2.4%
-0.8%
自由现金流更多
ASIX
多$58.6M
$-22.4M
两年增速更快
ASIX
近两年复合增速
-0.9%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $359.9M | $317.5M |
| 净利润 | $-2.8M | $5.2M |
| 毛利率 | 7.6% | 51.8% |
| 营业利润率 | -0.7% | 5.3% |
| 净利率 | -0.8% | 1.6% |
| 营收同比 | 9.4% | 0.1% |
| 净利润同比 | -892.9% | 198.3% |
| 每股收益（稀释后） | $-0.11 | $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ASIXLE
| Q4 25 | $359.9M | $317.5M | ||
| Q3 25 | $374.5M | — | ||
| Q2 25 | $410.0M | $261.2M | ||
| Q1 25 | $377.8M | — | ||
| Q4 24 | $329.1M | $318.6M | ||
| Q3 24 | $398.2M | $317.2M | ||
| Q2 24 | $453.5M | $285.5M | ||
| Q1 24 | $336.8M | $514.9M |
净利润ASIXLE
| Q4 25 | $-2.8M | $5.2M | ||
| Q3 25 | $-2.6M | — | ||
| Q2 25 | $31.4M | $-8.3M | ||
| Q1 25 | $23.3M | — | ||
| Q4 24 | $352.0K | $-593.0K | ||
| Q3 24 | $22.3M | $-5.3M | ||
| Q2 24 | $38.9M | $-6.4M | ||
| Q1 24 | $-17.4M | $-8.6M |
毛利率ASIXLE
| Q4 25 | 7.6% | 51.8% | ||
| Q3 25 | 6.8% | — | ||
| Q2 25 | 14.3% | 50.8% | ||
| Q1 25 | 14.2% | — | ||
| Q4 24 | 3.4% | 50.6% | ||
| Q3 24 | 14.4% | 47.9% | ||
| Q2 24 | 17.9% | 48.7% | ||
| Q1 24 | 0.9% | 38.0% |
营业利润率ASIXLE
| Q4 25 | -0.7% | 5.3% | ||
| Q3 25 | -0.9% | — | ||
| Q2 25 | 7.7% | -0.9% | ||
| Q1 25 | 7.7% | — | ||
| Q4 24 | -3.9% | 2.9% | ||
| Q3 24 | 7.5% | 0.8% | ||
| Q2 24 | 11.5% | 0.8% | ||
| Q1 24 | -7.0% | 1.6% |
净利率ASIXLE
| Q4 25 | -0.8% | 1.6% | ||
| Q3 25 | -0.7% | — | ||
| Q2 25 | 7.7% | -3.2% | ||
| Q1 25 | 6.2% | — | ||
| Q4 24 | 0.1% | -0.2% | ||
| Q3 24 | 5.6% | -1.7% | ||
| Q2 24 | 8.6% | -2.3% | ||
| Q1 24 | -5.2% | -1.7% |
每股收益（稀释后）ASIXLE
| Q4 25 | $-0.11 | $0.17 | ||
| Q3 25 | $-0.10 | — | ||
| Q2 25 | $1.15 | $-0.27 | ||
| Q1 25 | $0.86 | — | ||
| Q4 24 | $0.02 | $-0.02 | ||
| Q3 24 | $0.82 | $-0.17 | ||
| Q2 24 | $1.43 | $-0.20 | ||
| Q1 24 | $-0.65 | $-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 | $19.8M | $36.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $815.2M | $231.0M |
| 总资产 | $1.7B | $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ASIXLE
| Q4 25 | $19.8M | $36.3M | ||
| Q3 25 | $23.7M | — | ||
| Q2 25 | $18.4M | $18.1M | ||
| Q1 25 | $8.3M | — | ||
| Q4 24 | $19.6M | $30.4M | ||
| Q3 24 | $17.3M | $25.6M | ||
| Q2 24 | $12.1M | $27.4M | ||
| Q1 24 | $20.6M | $25.3M |
股东权益ASIXLE
| Q4 25 | $815.2M | $231.0M | ||
| Q3 25 | $818.2M | — | ||
| Q2 25 | $823.7M | $230.1M | ||
| Q1 25 | $794.4M | — | ||
| Q4 24 | $774.6M | $223.6M | ||
| Q3 24 | $766.4M | $226.5M | ||
| Q2 24 | $746.6M | $234.6M | ||
| Q1 24 | $713.2M | $241.6M |
总资产ASIXLE
| Q4 25 | $1.7B | $852.7M | ||
| Q3 25 | $1.7B | — | ||
| Q2 25 | $1.6B | $760.5M | ||
| Q1 25 | $1.6B | — | ||
| Q4 24 | $1.6B | $843.6M | ||
| Q3 24 | $1.5B | $802.5M | ||
| Q2 24 | $1.5B | $800.1M | ||
| Q1 24 | $1.5B | $811.5M |
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 | $63.7M | $-15.7M |
| 自由现金流经营现金流 - 资本支出 | $36.1M | $-22.4M |
| 自由现金流率自由现金流/营收 | 10.0% | -7.1% |
| 资本支出强度资本支出/营收 | 7.7% | 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 | $6.4M | $-55.0M |
8季度趋势，按日历期对齐
经营现金流ASIXLE
| Q4 25 | $63.7M | $-15.7M | ||
| Q3 25 | $26.6M | — | ||
| Q2 25 | $21.1M | $-22.5M | ||
| Q1 25 | $11.4M | — | ||
| Q4 24 | $64.2M | $-17.1M | ||
| Q3 24 | $57.3M | $30.7M | ||
| Q2 24 | $50.2M | $-25.8M | ||
| Q1 24 | $-36.2M | $93.9M |
自由现金流ASIXLE
| Q4 25 | $36.1M | $-22.4M | ||
| Q3 25 | $66.0K | — | ||
| Q2 25 | $-7.2M | $-30.7M | ||
| Q1 25 | $-22.6M | — | ||
| Q4 24 | $29.8M | $-27.8M | ||
| Q3 24 | $26.8M | $26.0M | ||
| Q2 24 | $16.7M | $-32.6M | ||
| Q1 24 | $-71.6M | $87.5M |
自由现金流率ASIXLE
| Q4 25 | 10.0% | -7.1% | ||
| Q3 25 | 0.0% | — | ||
| Q2 25 | -1.7% | -11.8% | ||
| Q1 25 | -6.0% | — | ||
| Q4 24 | 9.1% | -8.7% | ||
| Q3 24 | 6.7% | 8.2% | ||
| Q2 24 | 3.7% | -11.4% | ||
| Q1 24 | -21.3% | 17.0% |
资本支出强度ASIXLE
| Q4 25 | 7.7% | 2.1% | ||
| Q3 25 | 7.1% | — | ||
| Q2 25 | 6.9% | 3.2% | ||
| Q1 25 | 9.0% | — | ||
| Q4 24 | 10.4% | 3.3% | ||
| Q3 24 | 7.7% | 1.5% | ||
| Q2 24 | 7.4% | 2.4% | ||
| Q1 24 | 10.5% | 1.2% |
现金转化率ASIXLE
| Q4 25 | — | -3.03× | ||
| Q3 25 | — | — | ||
| Q2 25 | 0.67× | — | ||
| Q1 25 | 0.49× | — | ||
| Q4 24 | 182.29× | — | ||
| Q3 24 | 2.57× | — | ||
| Q2 24 | 1.29× | — | ||
| 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
ASIX
| Plant Nutrients | $140.0M | 39% |
| Chemical Intermediates | $92.8M | 26% |
| Caprolactam | $64.4M | 18% |
| Nylon Resins | $62.8M | 17% |
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% |
