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AeroVironment Inc（AVAV）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
AeroVironment Inc的季度营收约是LANDS' END, INC.的1.5倍（$472.5M vs $317.5M），LANDS' END, INC.净利率更高（1.6% vs -3.6%，领先5.2%），AeroVironment Inc同比增速更快（181.9% vs 0.1%），LANDS' END, INC.自由现金流更多（$-22.4M vs $-55.9M），过去两年AeroVironment Inc的营收复合增速更高（59.1% vs -0.9%）
AeroVironment是1971年由人力飞机设计师保罗·麦克里迪创立的美国国防科技企业，总部位于弗吉尼亚州阿灵顿，专注于自主系统、反无人机系统及航天系统的研发制造，为美国国防部及多国军方供应渡鸦、弹簧刀、黄蜂、美洲狮等系列中小型无人机产品。
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。
AVAV vs LE — 直观对比
营收规模更大
AVAV
是对方的1.5倍
$317.5M
营收增速更快
AVAV
高出181.8%
0.1%
净利率更高
LE
高出5.2%
-3.6%
自由现金流更多
LE
多$33.5M
$-55.9M
两年增速更快
AVAV
近两年复合增速
-0.9%
损益表 — Q2 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $472.5M | $317.5M |
| 净利润 | $-17.1M | $5.2M |
| 毛利率 | 22.0% | 51.8% |
| 营业利润率 | -6.4% | 5.3% |
| 净利率 | -3.6% | 1.6% |
| 营收同比 | 181.9% | 0.1% |
| 净利润同比 | -875.1% | 198.3% |
| 每股收益（稀释后） | $-0.34 | $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AVAVLE
| Q4 25 | $472.5M | $317.5M | ||
| Q3 25 | $454.7M | — | ||
| Q2 25 | $275.1M | $261.2M | ||
| Q1 25 | $167.6M | — | ||
| Q4 24 | $188.5M | $318.6M | ||
| Q3 24 | $189.5M | $317.2M | ||
| Q2 24 | $197.0M | $285.5M | ||
| Q1 24 | $186.6M | $514.9M |
净利润AVAVLE
| Q4 25 | $-17.1M | $5.2M | ||
| Q3 25 | $-67.4M | — | ||
| Q2 25 | $16.7M | $-8.3M | ||
| Q1 25 | $-1.8M | — | ||
| Q4 24 | $7.5M | $-593.0K | ||
| Q3 24 | $21.2M | $-5.3M | ||
| Q2 24 | $6.0M | $-6.4M | ||
| Q1 24 | $13.9M | $-8.6M |
毛利率AVAVLE
| Q4 25 | 22.0% | 51.8% | ||
| Q3 25 | 20.9% | — | ||
| Q2 25 | 36.5% | 50.8% | ||
| Q1 25 | 37.7% | — | ||
| Q4 24 | 39.1% | 50.6% | ||
| Q3 24 | 43.0% | 47.9% | ||
| Q2 24 | 38.4% | 48.7% | ||
| Q1 24 | 36.1% | 38.0% |
营业利润率AVAVLE
| Q4 25 | -6.4% | 5.3% | ||
| Q3 25 | -15.2% | — | ||
| Q2 25 | 5.0% | -0.9% | ||
| Q1 25 | -1.8% | — | ||
| Q4 24 | 3.7% | 2.9% | ||
| Q3 24 | 12.2% | 0.8% | ||
| Q2 24 | 3.0% | 0.8% | ||
| Q1 24 | 7.7% | 1.6% |
净利率AVAVLE
| Q4 25 | -3.6% | 1.6% | ||
| Q3 25 | -14.8% | — | ||
| Q2 25 | 6.1% | -3.2% | ||
| Q1 25 | -1.0% | — | ||
| Q4 24 | 4.0% | -0.2% | ||
| Q3 24 | 11.2% | -1.7% | ||
| Q2 24 | 3.1% | -2.3% | ||
| Q1 24 | 7.4% | -1.7% |
每股收益（稀释后）AVAVLE
| Q4 25 | $-0.34 | $0.17 | ||
| Q3 25 | $-1.44 | — | ||
| Q2 25 | $0.59 | $-0.27 | ||
| Q1 25 | $-0.06 | — | ||
| Q4 24 | $0.27 | $-0.02 | ||
| Q3 24 | $0.75 | $-0.17 | ||
| Q2 24 | $0.18 | $-0.20 | ||
| Q1 24 | $0.50 | $-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 | $588.5M | $36.3M |
| 总债务越低越好 | $747.5M | — |
| 股东权益账面价值 | $4.4B | $231.0M |
| 总资产 | $5.6B | $852.7M |
| 负债/权益比越低杠杆越低 | 0.17× | — |
8季度趋势，按日历期对齐
现金及短期投资AVAVLE
| Q4 25 | $588.5M | $36.3M | ||
| Q3 25 | $685.8M | — | ||
| Q2 25 | $40.9M | $18.1M | ||
| Q1 25 | $47.0M | — | ||
| Q4 24 | $69.0M | $30.4M | ||
| Q3 24 | $81.2M | $25.6M | ||
| Q2 24 | $73.3M | $27.4M | ||
| Q1 24 | $107.7M | $25.3M |
总债务AVAVLE
| Q4 25 | $747.5M | — | ||
| Q3 25 | $747.5M | — | ||
| Q2 25 | $30.0M | — | ||
| Q1 25 | $25.0M | — | ||
| Q4 24 | $15.0M | — | ||
| Q3 24 | $17.5M | — | ||
| Q2 24 | $28.0M | — | ||
| Q1 24 | $40.0M | — |
股东权益AVAVLE
| Q4 25 | $4.4B | $231.0M | ||
| Q3 25 | $4.4B | — | ||
| Q2 25 | $886.5M | $230.1M | ||
| Q1 25 | $861.1M | — | ||
| Q4 24 | $858.4M | $223.6M | ||
| Q3 24 | $845.5M | $226.5M | ||
| Q2 24 | $822.7M | $234.6M | ||
| Q1 24 | $813.0M | $241.6M |
总资产AVAVLE
| Q4 25 | $5.6B | $852.7M | ||
| Q3 25 | $5.6B | — | ||
| Q2 25 | $1.1B | $760.5M | ||
| Q1 25 | $1.0B | — | ||
| Q4 24 | $1.0B | $843.6M | ||
| Q3 24 | $999.2M | $802.5M | ||
| Q2 24 | $1.0B | $800.1M | ||
| Q1 24 | $980.3M | $811.5M |
负债/权益比AVAVLE
| Q4 25 | 0.17× | — | ||
| Q3 25 | 0.17× | — | ||
| Q2 25 | 0.03× | — | ||
| Q1 25 | 0.03× | — | ||
| Q4 24 | 0.02× | — | ||
| Q3 24 | 0.02× | — | ||
| Q2 24 | 0.03× | — | ||
| Q1 24 | 0.05× | — |
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 | $-45.1M | $-15.7M |
| 自由现金流经营现金流 - 资本支出 | $-55.9M | $-22.4M |
| 自由现金流率自由现金流/营收 | -11.8% | -7.1% |
| 资本支出强度资本支出/营收 | 2.3% | 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 | $-240.7M | $-55.0M |
8季度趋势，按日历期对齐
经营现金流AVAVLE
| Q4 25 | $-45.1M | $-15.7M | ||
| Q3 25 | $-123.7M | — | ||
| Q2 25 | $-264.0K | $-22.5M | ||
| Q1 25 | $-25.8M | — | ||
| Q4 24 | $-3.6M | $-17.1M | ||
| Q3 24 | $28.4M | $30.7M | ||
| Q2 24 | $-11.7M | $-25.8M | ||
| Q1 24 | $52.6M | $93.9M |
自由现金流AVAVLE
| Q4 25 | $-55.9M | $-22.4M | ||
| Q3 25 | $-146.5M | — | ||
| Q2 25 | $-8.8M | $-30.7M | ||
| Q1 25 | $-29.6M | — | ||
| Q4 24 | $-8.7M | $-27.8M | ||
| Q3 24 | $22.9M | $26.0M | ||
| Q2 24 | $-20.8M | $-32.6M | ||
| Q1 24 | $48.8M | $87.5M |
自由现金流率AVAVLE
| Q4 25 | -11.8% | -7.1% | ||
| Q3 25 | -32.2% | — | ||
| Q2 25 | -3.2% | -11.8% | ||
| Q1 25 | -17.7% | — | ||
| Q4 24 | -4.6% | -8.7% | ||
| Q3 24 | 12.1% | 8.2% | ||
| Q2 24 | -10.5% | -11.4% | ||
| Q1 24 | 26.1% | 17.0% |
资本支出强度AVAVLE
| Q4 25 | 2.3% | 2.1% | ||
| Q3 25 | 5.0% | — | ||
| Q2 25 | 3.1% | 3.2% | ||
| Q1 25 | 2.3% | — | ||
| Q4 24 | 2.7% | 3.3% | ||
| Q3 24 | 2.9% | 1.5% | ||
| Q2 24 | 4.6% | 2.4% | ||
| Q1 24 | 2.0% | 1.2% |
现金转化率AVAVLE
| Q4 25 | — | -3.03× | ||
| Q3 25 | — | — | ||
| Q2 25 | -0.02× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | -0.48× | — | ||
| Q3 24 | 1.34× | — | ||
| Q2 24 | -1.93× | — | ||
| Q1 24 | 3.79× | — |
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
AVAV
| Services | $130.2M | 28% |
| Cost Plus | $95.8M | 20% |
| Uncrewed Aircraft Systems | $89.8M | 19% |
| Space And Directed Energy | $53.2M | 11% |
| Non U.s.Government | $42.2M | 9% |
| TM | $31.9M | 7% |
| Other | $30.7M | 7% |
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% |
