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Bandwidth Inc.（BAND）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Bandwidth Inc.的1.5倍（$317.5M vs $208.8M），Bandwidth Inc.净利率更高（1.9% vs 1.6%，领先0.3%），Bandwidth Inc.同比增速更快（20.1% vs 0.1%），Bandwidth Inc.自由现金流更多（$-1.0M vs $-22.4M），过去两年Bandwidth Inc.的营收复合增速更高（9.7% vs -0.9%）
Bandwidth Inc.是一家通信平台即服务提供商，依托自有全球IP语音网络，为客户提供语音、短信及应急服务相关的软件API产品，帮助开发者便捷集成通信功能，全球客户可借助其方案快速搭建符合需求的通信服务体系。
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。
BAND vs LE — 直观对比
营收规模更大
LE
是对方的1.5倍
$208.8M
营收增速更快
BAND
高出20.0%
0.1%
净利率更高
BAND
高出0.3%
1.6%
自由现金流更多
BAND
多$21.4M
$-22.4M
两年增速更快
BAND
近两年复合增速
-0.9%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $208.8M | $317.5M |
| 净利润 | $4.0M | $5.2M |
| 毛利率 | 37.3% | 51.8% |
| 营业利润率 | 60.5% | 5.3% |
| 净利率 | 1.9% | 1.6% |
| 营收同比 | 20.1% | 0.1% |
| 净利润同比 | 200.0% | 198.3% |
| 每股收益（稀释后） | $-0.08 | $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BANDLE
| Q1 26 | $208.8M | — | ||
| Q4 25 | $207.7M | $317.5M | ||
| Q3 25 | $191.9M | — | ||
| Q2 25 | $180.0M | $261.2M | ||
| Q1 25 | $174.2M | — | ||
| Q4 24 | $210.0M | $318.6M | ||
| Q3 24 | $193.9M | $317.2M | ||
| Q2 24 | $173.6M | $285.5M |
净利润BANDLE
| Q1 26 | $4.0M | — | ||
| Q4 25 | — | $5.2M | ||
| Q3 25 | $-1.2M | — | ||
| Q2 25 | $-4.9M | $-8.3M | ||
| Q1 25 | $-3.7M | — | ||
| Q4 24 | — | $-593.0K | ||
| Q3 24 | $413.0K | $-5.3M | ||
| Q2 24 | $4.1M | $-6.4M |
毛利率BANDLE
| Q1 26 | 37.3% | — | ||
| Q4 25 | 37.6% | 51.8% | ||
| Q3 25 | 38.5% | — | ||
| Q2 25 | 39.8% | 50.8% | ||
| Q1 25 | 41.0% | — | ||
| Q4 24 | 36.4% | 50.6% | ||
| Q3 24 | 37.7% | 47.9% | ||
| Q2 24 | 37.3% | 48.7% |
营业利润率BANDLE
| Q1 26 | 60.5% | — | ||
| Q4 25 | -1.9% | 5.3% | ||
| Q3 25 | -1.0% | — | ||
| Q2 25 | -2.1% | -0.9% | ||
| Q1 25 | -2.7% | — | ||
| Q4 24 | -1.3% | 2.9% | ||
| Q3 24 | -0.5% | 0.8% | ||
| Q2 24 | -3.5% | 0.8% |
净利率BANDLE
| Q1 26 | 1.9% | — | ||
| Q4 25 | — | 1.6% | ||
| Q3 25 | -0.6% | — | ||
| Q2 25 | -2.7% | -3.2% | ||
| Q1 25 | -2.1% | — | ||
| Q4 24 | — | -0.2% | ||
| Q3 24 | 0.2% | -1.7% | ||
| Q2 24 | 2.3% | -2.3% |
每股收益（稀释后）BANDLE
| Q1 26 | $-0.08 | — | ||
| Q4 25 | $-0.10 | $0.17 | ||
| Q3 25 | $-0.04 | — | ||
| Q2 25 | $-0.16 | $-0.27 | ||
| Q1 25 | $-0.13 | — | ||
| Q4 24 | $0.27 | $-0.02 | ||
| Q3 24 | $0.01 | $-0.17 | ||
| Q2 24 | $-0.17 | $-0.20 |
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 | $47.3M | $36.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $405.7M | $231.0M |
| 总资产 | $984.2M | $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BANDLE
| Q1 26 | $47.3M | — | ||
| Q4 25 | $111.3M | $36.3M | ||
| Q3 25 | $80.4M | — | ||
| Q2 25 | $68.1M | $18.1M | ||
| Q1 25 | $41.7M | — | ||
| Q4 24 | $83.8M | $30.4M | ||
| Q3 24 | $79.9M | $25.6M | ||
| Q2 24 | $76.4M | $27.4M |
股东权益BANDLE
| Q1 26 | $405.7M | — | ||
| Q4 25 | $400.0M | $231.0M | ||
| Q3 25 | $392.7M | — | ||
| Q2 25 | $384.5M | $230.1M | ||
| Q1 25 | $345.4M | — | ||
| Q4 24 | $312.5M | $223.6M | ||
| Q3 24 | $336.6M | $226.5M | ||
| Q2 24 | $307.4M | $234.6M |
总资产BANDLE
| Q1 26 | $984.2M | — | ||
| Q4 25 | $1.1B | $852.7M | ||
| Q3 25 | $1.0B | — | ||
| Q2 25 | $1.0B | $760.5M | ||
| Q1 25 | $964.4M | — | ||
| Q4 24 | $989.2M | $843.6M | ||
| Q3 24 | $1.0B | $802.5M | ||
| Q2 24 | $1.0B | $800.1M |
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 | — | $-15.7M |
| 自由现金流经营现金流 - 资本支出 | $-1.0M | $-22.4M |
| 自由现金流率自由现金流/营收 | -0.5% | -7.1% |
| 资本支出强度资本支出/营收 | — | 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 | — | $-55.0M |
8季度趋势，按日历期对齐
经营现金流BANDLE
| Q1 26 | — | — | ||
| Q4 25 | $38.6M | $-15.7M | ||
| Q3 25 | $22.2M | — | ||
| Q2 25 | $31.7M | $-22.5M | ||
| Q1 25 | $-3.1M | — | ||
| Q4 24 | $36.5M | $-17.1M | ||
| Q3 24 | $20.5M | $30.7M | ||
| Q2 24 | $24.4M | $-25.8M |
自由现金流BANDLE
| Q1 26 | $-1.0M | — | ||
| Q4 25 | — | $-22.4M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $-30.7M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $-27.8M | ||
| Q3 24 | — | $26.0M | ||
| Q2 24 | — | $-32.6M |
自由现金流率BANDLE
| Q1 26 | -0.5% | — | ||
| Q4 25 | — | -7.1% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | -11.8% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | -8.7% | ||
| Q3 24 | — | 8.2% | ||
| Q2 24 | — | -11.4% |
资本支出强度BANDLE
| Q1 26 | — | — | ||
| Q4 25 | — | 2.1% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 3.2% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 3.3% | ||
| Q3 24 | — | 1.5% | ||
| Q2 24 | — | 2.4% |
现金转化率BANDLE
| Q1 26 | — | — | ||
| Q4 25 | — | -3.03× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 49.55× | — | ||
| Q2 24 | 6.03× | — |
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
BAND
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% |
