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COMMERCE BANCSHARES INC（CBSH）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
COMMERCE BANCSHARES INC的季度营收约是LANDS' END, INC.的1.5倍（$475.7M vs $317.5M），COMMERCE BANCSHARES INC净利率更高（29.8% vs 1.6%，领先28.1%），COMMERCE BANCSHARES INC同比增速更快（11.1% vs 0.1%），过去两年COMMERCE BANCSHARES INC的营收复合增速更高（7.1% vs -0.9%）
Commerce Bancshares, Inc.是总部位于美国密苏里州的区域性银行控股公司，在堪萨斯城和圣路易斯设有核心办公点，旗下Commerce Bank提供多元化金融服务，覆盖企业及个人银行、财富管理、关联公司投资等业务。
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。
CBSH vs LE — 直观对比
营收规模更大
CBSH
是对方的1.5倍
$317.5M
营收增速更快
CBSH
高出11.0%
0.1%
净利率更高
CBSH
高出28.1%
1.6%
两年增速更快
CBSH
近两年复合增速
-0.9%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $475.7M | $317.5M |
| 净利润 | $141.6M | $5.2M |
| 毛利率 | — | 51.8% |
| 营业利润率 | — | 5.3% |
| 净利率 | 29.8% | 1.6% |
| 营收同比 | 11.1% | 0.1% |
| 净利润同比 | 10.5% | 198.3% |
| 每股收益（稀释后） | $0.96 | $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CBSHLE
| Q1 26 | $475.7M | — | ||
| Q4 25 | $449.4M | $317.5M | ||
| Q3 25 | $441.0M | — | ||
| Q2 25 | $445.8M | $261.2M | ||
| Q1 25 | $428.1M | — | ||
| Q4 24 | $422.1M | $318.6M | ||
| Q3 24 | $421.4M | $317.2M | ||
| Q2 24 | $414.5M | $285.5M |
净利润CBSHLE
| Q1 26 | $141.6M | — | ||
| Q4 25 | $140.7M | $5.2M | ||
| Q3 25 | $141.5M | — | ||
| Q2 25 | $152.5M | $-8.3M | ||
| Q1 25 | $131.6M | — | ||
| Q4 24 | $136.1M | $-593.0K | ||
| Q3 24 | $138.0M | $-5.3M | ||
| Q2 24 | $139.6M | $-6.4M |
毛利率CBSHLE
| Q1 26 | — | — | ||
| Q4 25 | — | 51.8% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 50.8% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 50.6% | ||
| Q3 24 | — | 47.9% | ||
| Q2 24 | — | 48.7% |
营业利润率CBSHLE
| Q1 26 | — | — | ||
| Q4 25 | 40.8% | 5.3% | ||
| Q3 25 | 41.9% | — | ||
| Q2 25 | 44.0% | -0.9% | ||
| Q1 25 | 39.2% | — | ||
| Q4 24 | 41.2% | 2.9% | ||
| Q3 24 | 42.4% | 0.8% | ||
| Q2 24 | 43.4% | 0.8% |
净利率CBSHLE
| Q1 26 | 29.8% | — | ||
| Q4 25 | 31.3% | 1.6% | ||
| Q3 25 | 32.1% | — | ||
| Q2 25 | 34.2% | -3.2% | ||
| Q1 25 | 30.7% | — | ||
| Q4 24 | 32.2% | -0.2% | ||
| Q3 24 | 32.8% | -1.7% | ||
| Q2 24 | 33.7% | -2.3% |
每股收益（稀释后）CBSHLE
| Q1 26 | $0.96 | — | ||
| Q4 25 | $0.86 | $0.17 | ||
| Q3 25 | $1.06 | — | ||
| Q2 25 | $1.14 | $-0.27 | ||
| Q1 25 | $0.98 | — | ||
| Q4 24 | $0.83 | $-0.02 | ||
| Q3 24 | $1.01 | $-0.17 | ||
| Q2 24 | $1.03 | $-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 | — | $36.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $4.3B | $231.0M |
| 总资产 | $35.7B | $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CBSHLE
| Q1 26 | — | — | ||
| Q4 25 | — | $36.3M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $18.1M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $30.4M | ||
| Q3 24 | — | $25.6M | ||
| Q2 24 | — | $27.4M |
股东权益CBSHLE
| Q1 26 | $4.3B | — | ||
| Q4 25 | $3.8B | $231.0M | ||
| Q3 25 | $3.8B | — | ||
| Q2 25 | $3.6B | $230.1M | ||
| Q1 25 | $3.5B | — | ||
| Q4 24 | $3.3B | $223.6M | ||
| Q3 24 | $3.4B | $226.5M | ||
| Q2 24 | $3.1B | $234.6M |
总资产CBSHLE
| Q1 26 | $35.7B | — | ||
| Q4 25 | $32.9B | $852.7M | ||
| Q3 25 | $32.3B | — | ||
| Q2 25 | $32.3B | $760.5M | ||
| Q1 25 | $32.4B | — | ||
| Q4 24 | $32.0B | $843.6M | ||
| Q3 24 | $31.5B | $802.5M | ||
| Q2 24 | $30.6B | $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 | — | $-22.4M |
| 自由现金流率自由现金流/营收 | — | -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CBSHLE
| Q1 26 | — | — | ||
| Q4 25 | $645.1M | $-15.7M | ||
| Q3 25 | $129.0M | — | ||
| Q2 25 | $111.2M | $-22.5M | ||
| Q1 25 | $138.6M | — | ||
| Q4 24 | $577.9M | $-17.1M | ||
| Q3 24 | $431.7M | $30.7M | ||
| Q2 24 | $147.4M | $-25.8M |
自由现金流CBSHLE
| Q1 26 | — | — | ||
| Q4 25 | $592.4M | $-22.4M | ||
| Q3 25 | $113.3M | — | ||
| Q2 25 | $100.5M | $-30.7M | ||
| Q1 25 | $126.0M | — | ||
| Q4 24 | $531.7M | $-27.8M | ||
| Q3 24 | $419.1M | $26.0M | ||
| Q2 24 | $138.9M | $-32.6M |
自由现金流率CBSHLE
| Q1 26 | — | — | ||
| Q4 25 | 131.8% | -7.1% | ||
| Q3 25 | 25.7% | — | ||
| Q2 25 | 22.5% | -11.8% | ||
| Q1 25 | 29.4% | — | ||
| Q4 24 | 126.0% | -8.7% | ||
| Q3 24 | 99.5% | 8.2% | ||
| Q2 24 | 33.5% | -11.4% |
资本支出强度CBSHLE
| Q1 26 | — | — | ||
| Q4 25 | 11.7% | 2.1% | ||
| Q3 25 | 3.6% | — | ||
| Q2 25 | 2.4% | 3.2% | ||
| Q1 25 | 2.9% | — | ||
| Q4 24 | 10.9% | 3.3% | ||
| Q3 24 | 3.0% | 1.5% | ||
| Q2 24 | 2.1% | 2.4% |
现金转化率CBSHLE
| Q1 26 | — | — | ||
| Q4 25 | 4.59× | -3.03× | ||
| Q3 25 | 0.91× | — | ||
| Q2 25 | 0.73× | — | ||
| Q1 25 | 1.05× | — | ||
| Q4 24 | 4.25× | — | ||
| Q3 24 | 3.13× | — | ||
| Q2 24 | 1.06× | — |
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
CBSH
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% |
