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Bath & Body Works, Inc.（BBWI）与Leslie's, Inc.（LESL）财务数据对比。点击上方公司名可切换其他公司
Bath & Body Works, Inc.的季度营收约是Leslie's, Inc.的10.8倍（$1.6B vs $147.1M）。Bath & Body Works, Inc.净利率更高（4.8% vs -56.4%，领先61.2%）。Bath & Body Works, Inc.同比增速更快（-1.0% vs -16.0%）。Bath & Body Works, Inc.自由现金流更多（$-1.0M vs $-85.5M）。过去两年Leslie's, Inc.的营收复合增速更高（-11.7% vs -26.0%）
Bath & Body Works, Inc.是总部位于美国俄亥俄州哥伦布市的特色零售企业，旗下拥有同名身体护理及家居香氛零售品牌Bath & Body Works，2023年营收达74亿美元，在2024年《财富》美国500强榜单中位列第481位。
莱斯利公司（Leslie's, Inc.）主营游泳池相关用品零售，旗下运营莱斯利游泳池用品品牌，是全球规模最大的游泳池用品零售商。公司总部坐落于美国亚利桑那州凤凰城，在亚利桑那、加利福尼亚、佛罗里达、佐治亚及得克萨斯等州拥有极强的零售布局优势。
BBWI vs LESL — 直观对比
营收规模更大
BBWI
是对方的10.8倍
$147.1M
营收增速更快
BBWI
高出15.0%
-16.0%
净利率更高
BBWI
高出61.2%
-56.4%
自由现金流更多
BBWI
多$84.5M
$-85.5M
两年增速更快
LESL
近两年复合增速
-26.0%
损益表 — Q4 2026 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $1.6B | $147.1M |
| 净利润 | $77.0M | $-83.0M |
| 毛利率 | 41.3% | 18.4% |
| 营业利润率 | 10.1% | -46.7% |
| 净利率 | 4.8% | -56.4% |
| 营收同比 | -1.0% | -16.0% |
| 净利润同比 | -27.4% | -86.2% |
| 每股收益（稀释后） | $0.37 | $-8.92 |
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BBWILESL
| Q1 26 | — | $147.1M | ||
| Q4 25 | $1.6B | $389.2M | ||
| Q3 25 | $1.5B | — | ||
| Q2 25 | $1.4B | $500.3M | ||
| Q1 25 | $2.8B | $177.1M | ||
| Q4 24 | $1.6B | $175.2M | ||
| Q3 24 | $1.5B | $397.9M | ||
| Q2 24 | $1.4B | $569.6M |
净利润BBWILESL
| Q1 26 | — | $-83.0M | ||
| Q4 25 | $77.0M | $-162.8M | ||
| Q3 25 | $64.0M | — | ||
| Q2 25 | $105.0M | $21.7M | ||
| Q1 25 | $453.0M | $-51.3M | ||
| Q4 24 | $106.0M | $-44.6M | ||
| Q3 24 | $152.0M | $-9.9M | ||
| Q2 24 | $87.0M | $60.6M |
毛利率BBWILESL
| Q1 26 | — | 18.4% | ||
| Q4 25 | 41.3% | 38.6% | ||
| Q3 25 | 41.3% | — | ||
| Q2 25 | 45.4% | 39.6% | ||
| Q1 25 | 46.7% | 24.8% | ||
| Q4 24 | 43.5% | 27.2% | ||
| Q3 24 | 41.0% | 36.0% | ||
| Q2 24 | 43.8% | 40.2% |
营业利润率BBWILESL
| Q1 26 | — | -46.7% | ||
| Q4 25 | 10.1% | -38.6% | ||
| Q3 25 | 10.1% | — | ||
| Q2 25 | 14.7% | 13.7% | ||
| Q1 25 | 24.3% | -27.3% | ||
| Q4 24 | 13.5% | -22.7% | ||
| Q3 24 | 12.0% | 6.6% | ||
| Q2 24 | 13.5% | 17.2% |
净利率BBWILESL
| Q1 26 | — | -56.4% | ||
| Q4 25 | 4.8% | -41.8% | ||
| Q3 25 | 4.1% | — | ||
| Q2 25 | 7.4% | 4.3% | ||
| Q1 25 | 16.3% | -29.0% | ||
| Q4 24 | 6.6% | -25.4% | ||
| Q3 24 | 10.0% | -2.5% | ||
| Q2 24 | 6.3% | 10.6% |
每股收益（稀释后）BBWILESL
| Q1 26 | — | $-8.92 | ||
| Q4 25 | $0.37 | $-20.59 | ||
| Q3 25 | $0.30 | — | ||
| Q2 25 | $0.49 | $0.12 | ||
| Q1 25 | $2.06 | $-0.28 | ||
| Q4 24 | $0.49 | $-4.82 | ||
| Q3 24 | $0.68 | $-2.46 | ||
| Q2 24 | $0.38 | $0.33 |
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 | $236.0M | $3.6M |
| 总债务越低越好 | $3.9B | $781.6M |
| 股东权益账面价值 | $-1.6B | $-489.9M |
| 总资产 | $5.0B | $649.4M |
| 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BBWILESL
| Q1 26 | — | $3.6M | ||
| Q4 25 | $236.0M | $64.3M | ||
| Q3 25 | $364.0M | — | ||
| Q2 25 | $636.0M | $42.7M | ||
| Q1 25 | $674.0M | $17.3M | ||
| Q4 24 | $191.0M | $11.6M | ||
| Q3 24 | $514.0M | $108.5M | ||
| Q2 24 | $855.0M | $74.4M |
总债务BBWILESL
| Q1 26 | — | $781.6M | ||
| Q4 25 | $3.9B | $756.6M | ||
| Q3 25 | $3.9B | — | ||
| Q2 25 | $3.9B | $776.6M | ||
| Q1 25 | $3.9B | $858.1M | ||
| Q4 24 | $4.2B | $796.6M | ||
| Q3 24 | $4.2B | $783.7M | ||
| Q2 24 | $4.3B | $783.7M |
股东权益BBWILESL
| Q1 26 | — | $-489.9M | ||
| Q4 25 | $-1.6B | $-408.0M | ||
| Q3 25 | $-1.5B | — | ||
| Q2 25 | $-1.5B | $-246.2M | ||
| Q1 25 | $-1.4B | $-269.5M | ||
| Q4 24 | $-1.7B | $-220.0M | ||
| Q3 24 | $-1.7B | $-177.1M | ||
| Q2 24 | $-1.7B | $-168.2M |
总资产BBWILESL
| Q1 26 | — | $649.4M | ||
| Q4 25 | $5.0B | $741.5M | ||
| Q3 25 | $4.8B | — | ||
| Q2 25 | $4.9B | $989.5M | ||
| Q1 25 | $4.9B | $1.0B | ||
| Q4 24 | $5.0B | $967.0M | ||
| Q3 24 | $4.9B | $1.1B | ||
| Q2 24 | $5.2B | $1.1B |
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 | $80.0M | $-81.1M |
| 自由现金流经营现金流 - 资本支出 | $-1.0M | $-85.5M |
| 自由现金流率自由现金流/营收 | -0.1% | -58.1% |
| 资本支出强度资本支出/营收 | 5.1% | 2.9% |
| 现金转化率经营现金流/净利润 | 1.04× | — |
| 过去12个月自由现金流最近4个季度 | $946.0M | $7.6M |
8季度趋势，按日历期对齐
经营现金流BBWILESL
| Q1 26 | — | $-81.1M | ||
| Q4 25 | $80.0M | $48.2M | ||
| Q3 25 | $-43.0M | — | ||
| Q2 25 | $188.0M | $114.9M | ||
| Q1 25 | $955.0M | $-49.2M | ||
| Q4 24 | $-99.0M | $-105.1M | ||
| Q3 24 | $-46.0M | $47.1M | ||
| Q2 24 | $76.0M | $175.5M |
自由现金流BBWILESL
| Q1 26 | — | $-85.5M | ||
| Q4 25 | $-1.0M | $41.8M | ||
| Q3 25 | $-99.0M | — | ||
| Q2 25 | $151.0M | $107.1M | ||
| Q1 25 | $895.0M | $-55.8M | ||
| Q4 24 | $-164.0M | $-109.8M | ||
| Q3 24 | $-101.0M | $34.1M | ||
| Q2 24 | $30.0M | $165.2M |
自由现金流率BBWILESL
| Q1 26 | — | -58.1% | ||
| Q4 25 | -0.1% | 10.7% | ||
| Q3 25 | -6.4% | — | ||
| Q2 25 | 10.6% | 21.4% | ||
| Q1 25 | 32.1% | -31.5% | ||
| Q4 24 | -10.2% | -62.6% | ||
| Q3 24 | -6.6% | 8.6% | ||
| Q2 24 | 2.2% | 29.0% |
资本支出强度BBWILESL
| Q1 26 | — | 2.9% | ||
| Q4 25 | 5.1% | 1.7% | ||
| Q3 25 | 3.6% | — | ||
| Q2 25 | 2.6% | 1.6% | ||
| Q1 25 | 2.2% | 3.7% | ||
| Q4 24 | 4.0% | 2.7% | ||
| Q3 24 | 3.6% | 3.2% | ||
| Q2 24 | 3.3% | 1.8% |
现金转化率BBWILESL
| Q1 26 | — | — | ||
| Q4 25 | 1.04× | — | ||
| Q3 25 | -0.67× | — | ||
| Q2 25 | 1.79× | 5.29× | ||
| Q1 25 | 2.11× | — | ||
| Q4 24 | -0.93× | — | ||
| Q3 24 | -0.30× | — | ||
| Q2 24 | 0.87× | 2.89× |
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
BBWI
| Bath Body Works Stores | $1.2B | 77% |
| Bath Body Works Direct | $299.0M | 19% |
| Bath Body Works International | $73.0M | 5% |
LESL
暂无分部数据
