vs
Axos Financial, Inc.（AX）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
Axos Financial, Inc.的季度营收约是LANDS' END, INC.的1.2倍（$385.1M vs $317.5M），Axos Financial, Inc.净利率更高（33.3% vs 1.6%，领先31.7%），Axos Financial, Inc.同比增速更快（25.1% vs 0.1%），Axos Financial, Inc.自由现金流更多（$85.4M vs $-22.4M），过去两年Axos Financial, Inc.的营收复合增速更高（14.3% vs -0.9%）
Axos Financial是总部位于美国内华达州拉斯维加斯的银行控股公司，旗下拥有直销银行Axos Bank，同时提供注册投资顾问服务及电子交易平台，深耕数字化金融赛道，可为用户提供多元便捷的金融服务解决方案。
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。
AX vs LE — 直观对比
营收规模更大
AX
是对方的1.2倍
$317.5M
营收增速更快
AX
高出25.0%
0.1%
净利率更高
AX
高出31.7%
1.6%
自由现金流更多
AX
多$107.8M
$-22.4M
两年增速更快
AX
近两年复合增速
-0.9%
损益表 — Q2 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $385.1M | $317.5M |
| 净利润 | $128.4M | $5.2M |
| 毛利率 | — | 51.8% |
| 营业利润率 | 45.6% | 5.3% |
| 净利率 | 33.3% | 1.6% |
| 营收同比 | 25.1% | 0.1% |
| 净利润同比 | 22.6% | 198.3% |
| 每股收益（稀释后） | $2.22 | $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AXLE
| Q4 25 | $385.1M | $317.5M | ||
| Q3 25 | $323.4M | — | ||
| Q2 25 | $321.4M | $261.2M | ||
| Q1 25 | $308.8M | — | ||
| Q4 24 | $307.9M | $318.6M | ||
| Q3 24 | $320.7M | $317.2M | ||
| Q2 24 | $290.9M | $285.5M | ||
| Q1 24 | $294.8M | $514.9M |
净利润AXLE
| Q4 25 | $128.4M | $5.2M | ||
| Q3 25 | $112.4M | — | ||
| Q2 25 | $110.7M | $-8.3M | ||
| Q1 25 | $105.2M | — | ||
| Q4 24 | $104.7M | $-593.0K | ||
| Q3 24 | $112.3M | $-5.3M | ||
| Q2 24 | $104.9M | $-6.4M | ||
| Q1 24 | $110.7M | $-8.6M |
毛利率AXLE
| 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% |
营业利润率AXLE
| Q4 25 | 45.6% | 5.3% | ||
| Q3 25 | 46.3% | — | ||
| Q2 25 | 48.5% | -0.9% | ||
| Q1 25 | 47.9% | — | ||
| Q4 24 | 48.8% | 2.9% | ||
| Q3 24 | 49.6% | 0.8% | ||
| Q2 24 | 49.6% | 0.8% | ||
| Q1 24 | 52.8% | 1.6% |
净利率AXLE
| Q4 25 | 33.3% | 1.6% | ||
| Q3 25 | 34.7% | — | ||
| Q2 25 | 34.4% | -3.2% | ||
| Q1 25 | 34.1% | — | ||
| Q4 24 | 34.0% | -0.2% | ||
| Q3 24 | 35.0% | -1.7% | ||
| Q2 24 | 36.0% | -2.3% | ||
| Q1 24 | 37.6% | -1.7% |
每股收益（稀释后）AXLE
| Q4 25 | $2.22 | $0.17 | ||
| Q3 25 | $1.94 | — | ||
| Q2 25 | $1.89 | $-0.27 | ||
| Q1 25 | $1.81 | — | ||
| Q4 24 | $1.80 | $-0.02 | ||
| Q3 24 | $1.93 | $-0.17 | ||
| Q2 24 | $1.75 | $-0.20 | ||
| Q1 24 | $1.91 | $-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 | $1.0B | $36.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.9B | $231.0M |
| 总资产 | $28.2B | $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AXLE
| Q4 25 | $1.0B | $36.3M | ||
| Q3 25 | $2.6B | — | ||
| Q2 25 | $1.9B | $18.1M | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $2.4B | $30.4M | ||
| Q3 24 | $2.6B | $25.6M | ||
| Q2 24 | $2.0B | $27.4M | ||
| Q1 24 | $2.1B | $25.3M |
总债务AXLE
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $312.7M | — | ||
| Q1 25 | $377.4M | — | ||
| Q4 24 | $358.7M | — | ||
| Q3 24 | $313.5M | — | ||
| Q2 24 | $325.7M | — | ||
| Q1 24 | $330.4M | — |
股东权益AXLE
| Q4 25 | $2.9B | $231.0M | ||
| Q3 25 | $2.8B | — | ||
| Q2 25 | $2.7B | $230.1M | ||
| Q1 25 | $2.6B | — | ||
| Q4 24 | $2.5B | $223.6M | ||
| Q3 24 | $2.4B | $226.5M | ||
| Q2 24 | $2.3B | $234.6M | ||
| Q1 24 | $2.2B | $241.6M |
总资产AXLE
| Q4 25 | $28.2B | $852.7M | ||
| Q3 25 | $27.4B | — | ||
| Q2 25 | $24.8B | $760.5M | ||
| Q1 25 | $24.0B | — | ||
| Q4 24 | $23.7B | $843.6M | ||
| Q3 24 | $23.6B | $802.5M | ||
| Q2 24 | $22.9B | $800.1M | ||
| Q1 24 | $22.6B | $811.5M |
负债/权益比AXLE
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 0.12× | — | ||
| Q1 25 | 0.14× | — | ||
| Q4 24 | 0.14× | — | ||
| Q3 24 | 0.13× | — | ||
| Q2 24 | 0.14× | — | ||
| Q1 24 | 0.15× | — |
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 | $104.1M | $-15.7M |
| 自由现金流经营现金流 - 资本支出 | $85.4M | $-22.4M |
| 自由现金流率自由现金流/营收 | 22.2% | -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 | 0.81× | -3.03× |
| 过去12个月自由现金流最近4个季度 | $695.9M | $-55.0M |
8季度趋势，按日历期对齐
经营现金流AXLE
| Q4 25 | $104.1M | $-15.7M | ||
| Q3 25 | $118.4M | — | ||
| Q2 25 | $490.3M | $-22.5M | ||
| Q1 25 | $73.7M | — | ||
| Q4 24 | $162.5M | $-17.1M | ||
| Q3 24 | $70.8M | $30.7M | ||
| Q2 24 | $305.5M | $-25.8M | ||
| Q1 24 | $115.8M | $93.9M |
自由现金流AXLE
| Q4 25 | $85.4M | $-22.4M | ||
| Q3 25 | $109.3M | — | ||
| Q2 25 | $436.1M | $-30.7M | ||
| Q1 25 | $65.1M | — | ||
| Q4 24 | $156.4M | $-27.8M | ||
| Q3 24 | $53.0M | $26.0M | ||
| Q2 24 | $269.5M | $-32.6M | ||
| Q1 24 | $107.3M | $87.5M |
自由现金流率AXLE
| Q4 25 | 22.2% | -7.1% | ||
| Q3 25 | 33.8% | — | ||
| Q2 25 | 135.7% | -11.8% | ||
| Q1 25 | 21.1% | — | ||
| Q4 24 | 50.8% | -8.7% | ||
| Q3 24 | 16.5% | 8.2% | ||
| Q2 24 | 92.6% | -11.4% | ||
| Q1 24 | 36.4% | 17.0% |
资本支出强度AXLE
| Q4 25 | 4.9% | 2.1% | ||
| Q3 25 | 2.8% | — | ||
| Q2 25 | 16.9% | 3.2% | ||
| Q1 25 | 2.8% | — | ||
| Q4 24 | 2.0% | 3.3% | ||
| Q3 24 | 5.5% | 1.5% | ||
| Q2 24 | 12.4% | 2.4% | ||
| Q1 24 | 2.9% | 1.2% |
现金转化率AXLE
| Q4 25 | 0.81× | -3.03× | ||
| Q3 25 | 1.05× | — | ||
| Q2 25 | 4.43× | — | ||
| Q1 25 | 0.70× | — | ||
| Q4 24 | 1.55× | — | ||
| Q3 24 | 0.63× | — | ||
| Q2 24 | 2.91× | — | ||
| Q1 24 | 1.05× | — |
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
AX
暂无分部数据
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% |
