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ASTRONICS CORP(ATRO)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ASTRONICS CORP的1.3倍($317.5M vs $240.1M),ASTRONICS CORP同比增速更快(15.1% vs 0.1%),ASTRONICS CORP自由现金流更多($15.8M vs $-22.4M),过去两年ASTRONICS CORP的营收复合增速更高(13.9% vs -0.9%)
Astronics Corporation是一家成立于1968年的美国航空航天电子企业,总部位于纽约州东奥罗拉,在纳斯达克上市,股票代码为ATRO。该公司专注于军用、商用及公务机的照明与电子系统集成业务,同时还提供半导体测试系统,在相关领域拥有较高知名度。
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。
ATRO vs LE — 直观对比
营收规模更大
LE
是对方的1.3倍
$240.1M
营收增速更快
ATRO
高出15.0%
0.1%
自由现金流更多
ATRO
多$38.2M
$-22.4M
两年增速更快
ATRO
近两年复合增速
-0.9%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $240.1M | $317.5M |
| 净利润 | — | $5.2M |
| 毛利率 | 33.3% | 51.8% |
| 营业利润率 | 14.8% | 5.3% |
| 净利率 | — | 1.6% |
| 营收同比 | 15.1% | 0.1% |
| 净利润同比 | — | 198.3% |
| 每股收益(稀释后) | $0.82 | $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
ATRO
LE
| Q4 25 | $240.1M | $317.5M | ||
| Q3 25 | $211.4M | — | ||
| Q2 25 | $204.7M | $261.2M | ||
| Q1 25 | $205.9M | — | ||
| Q4 24 | $208.5M | $318.6M | ||
| Q3 24 | $203.7M | $317.2M | ||
| Q2 24 | $198.1M | $285.5M | ||
| Q1 24 | $185.1M | $514.9M |
净利润
ATRO
LE
| Q4 25 | — | $5.2M | ||
| Q3 25 | $-11.1M | — | ||
| Q2 25 | $1.3M | $-8.3M | ||
| Q1 25 | $9.5M | — | ||
| Q4 24 | — | $-593.0K | ||
| Q3 24 | $-11.7M | $-5.3M | ||
| Q2 24 | $1.5M | $-6.4M | ||
| Q1 24 | $-3.2M | $-8.6M |
毛利率
ATRO
LE
| Q4 25 | 33.3% | 51.8% | ||
| Q3 25 | 30.5% | — | ||
| Q2 25 | 25.8% | 50.8% | ||
| Q1 25 | 29.5% | — | ||
| Q4 24 | 29.8% | 50.6% | ||
| Q3 24 | 27.1% | 47.9% | ||
| Q2 24 | 28.0% | 48.7% | ||
| Q1 24 | 25.7% | 38.0% |
营业利润率
ATRO
LE
| Q4 25 | 14.8% | 5.3% | ||
| Q3 25 | 10.9% | — | ||
| Q2 25 | 2.3% | -0.9% | ||
| Q1 25 | 6.4% | — | ||
| Q4 24 | 4.3% | 2.9% | ||
| Q3 24 | 4.1% | 0.8% | ||
| Q2 24 | 3.8% | 0.8% | ||
| Q1 24 | 0.9% | 1.6% |
净利率
ATRO
LE
| Q4 25 | — | 1.6% | ||
| Q3 25 | -5.2% | — | ||
| Q2 25 | 0.6% | -3.2% | ||
| Q1 25 | 4.6% | — | ||
| Q4 24 | — | -0.2% | ||
| Q3 24 | -5.8% | -1.7% | ||
| Q2 24 | 0.8% | -2.3% | ||
| Q1 24 | -1.7% | -1.7% |
每股收益(稀释后)
ATRO
LE
| Q4 25 | $0.82 | $0.17 | ||
| Q3 25 | $-0.31 | — | ||
| Q2 25 | $0.04 | $-0.27 | ||
| Q1 25 | $0.26 | — | ||
| Q4 24 | $-0.07 | $-0.02 | ||
| Q3 24 | $-0.34 | $-0.17 | ||
| Q2 24 | $0.04 | $-0.20 | ||
| Q1 24 | $-0.09 | $-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 | $18.2M | $36.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $140.1M | $231.0M |
| 总资产 | $706.7M | $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
ATRO
LE
| Q4 25 | $18.2M | $36.3M | ||
| Q3 25 | $13.5M | — | ||
| Q2 25 | $13.5M | $18.1M | ||
| Q1 25 | $24.8M | — | ||
| Q4 24 | $9.3M | $30.4M | ||
| Q3 24 | $5.2M | $25.6M | ||
| Q2 24 | $2.9M | $27.4M | ||
| Q1 24 | $5.3M | $25.3M |
股东权益
ATRO
LE
| Q4 25 | $140.1M | $231.0M | ||
| Q3 25 | $108.9M | — | ||
| Q2 25 | $271.6M | $230.1M | ||
| Q1 25 | $266.8M | — | ||
| Q4 24 | $256.1M | $223.6M | ||
| Q3 24 | $249.2M | $226.5M | ||
| Q2 24 | $257.9M | $234.6M | ||
| Q1 24 | $251.7M | $241.6M |
总资产
ATRO
LE
| Q4 25 | $706.7M | $852.7M | ||
| Q3 25 | $682.2M | — | ||
| Q2 25 | $646.7M | $760.5M | ||
| Q1 25 | $662.2M | — | ||
| Q4 24 | $648.8M | $843.6M | ||
| Q3 24 | $651.6M | $802.5M | ||
| Q2 24 | $644.9M | $800.1M | ||
| Q1 24 | $630.0M | $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 | $27.6M | $-15.7M |
| 自由现金流经营现金流 - 资本支出 | $15.8M | $-22.4M |
| 自由现金流率自由现金流/营收 | 6.6% | -7.1% |
| 资本支出强度资本支出/营收 | 4.9% | 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 | $43.1M | $-55.0M |
8季度趋势,按日历期对齐
经营现金流
ATRO
LE
| Q4 25 | $27.6M | $-15.7M | ||
| Q3 25 | $34.2M | — | ||
| Q2 25 | $-7.6M | $-22.5M | ||
| Q1 25 | $20.6M | — | ||
| Q4 24 | $26.4M | $-17.1M | ||
| Q3 24 | $8.4M | $30.7M | ||
| Q2 24 | $-6.3M | $-25.8M | ||
| Q1 24 | $2.0M | $93.9M |
自由现金流
ATRO
LE
| Q4 25 | $15.8M | $-22.4M | ||
| Q3 25 | $21.0M | — | ||
| Q2 25 | $-12.2M | $-30.7M | ||
| Q1 25 | $18.5M | — | ||
| Q4 24 | $23.2M | $-27.8M | ||
| Q3 24 | $6.5M | $26.0M | ||
| Q2 24 | $-8.1M | $-32.6M | ||
| Q1 24 | $439.0K | $87.5M |
自由现金流率
ATRO
LE
| Q4 25 | 6.6% | -7.1% | ||
| Q3 25 | 9.9% | — | ||
| Q2 25 | -6.0% | -11.8% | ||
| Q1 25 | 9.0% | — | ||
| Q4 24 | 11.1% | -8.7% | ||
| Q3 24 | 3.2% | 8.2% | ||
| Q2 24 | -4.1% | -11.4% | ||
| Q1 24 | 0.2% | 17.0% |
资本支出强度
ATRO
LE
| Q4 25 | 4.9% | 2.1% | ||
| Q3 25 | 6.2% | — | ||
| Q2 25 | 2.2% | 3.2% | ||
| Q1 25 | 1.0% | — | ||
| Q4 24 | 1.5% | 3.3% | ||
| Q3 24 | 0.9% | 1.5% | ||
| Q2 24 | 0.9% | 2.4% | ||
| Q1 24 | 0.9% | 1.2% |
现金转化率
ATRO
LE
| Q4 25 | — | -3.03× | ||
| Q3 25 | — | — | ||
| Q2 25 | -5.81× | — | ||
| Q1 25 | 2.17× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | -4.08× | — | ||
| 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
ATRO
| Product Line Electrical Power And Motion | $113.8M | 47% |
| Product Line Avionics | $32.0M | 13% |
| Military Aircraft | $28.0M | 12% |
| General Aviation | $22.3M | 9% |
| Government And Defense | $20.5M | 9% |
| Product Line Systems Certification | $13.2M | 6% |
| Product Line Structures | $3.7M | 2% |
| Product Line Other | $2.3M | 1% |
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% |