vs
Clearwater Paper Corp（CLW）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
Clearwater Paper Corp的季度营收约是LANDS' END, INC.的1.1倍（$360.3M vs $317.5M），LANDS' END, INC.净利率更高（1.6% vs -3.6%，领先5.2%），LANDS' END, INC.同比增速更快（0.1% vs -4.7%），过去两年Clearwater Paper Corp的营收复合增速更高（2.3% vs -0.9%）
净水纸业公司是美国的一家纸浆与纸板制造商，总部位于华盛顿州斯波坎。公司于2008年12月9日从波特拉奇公司分拆设立，专注于纸浆及纸板产品的研发生产与销售，是北美地区该领域颇具影响力的生产企业。
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。
CLW vs LE — 直观对比
营收规模更大
CLW
是对方的1.1倍
$317.5M
营收增速更快
LE
高出4.8%
-4.7%
净利率更高
LE
高出5.2%
-3.6%
两年增速更快
CLW
近两年复合增速
-0.9%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $360.3M | $317.5M |
| 净利润 | $-12.8M | $5.2M |
| 毛利率 | -0.2% | 51.8% |
| 营业利润率 | — | 5.3% |
| 净利率 | -3.6% | 1.6% |
| 营收同比 | -4.7% | 0.1% |
| 净利润同比 | -103.2% | 198.3% |
| 每股收益（稀释后） | — | $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CLWLE
| Q1 26 | $360.3M | — | ||
| Q4 25 | $386.4M | $317.5M | ||
| Q3 25 | $399.0M | — | ||
| Q2 25 | $391.8M | $261.2M | ||
| Q1 25 | $378.2M | — | ||
| Q4 24 | $387.1M | $318.6M | ||
| Q3 24 | $393.3M | $317.2M | ||
| Q2 24 | $344.4M | $285.5M |
净利润CLWLE
| Q1 26 | $-12.8M | — | ||
| Q4 25 | $38.3M | $5.2M | ||
| Q3 25 | $-53.3M | — | ||
| Q2 25 | $2.7M | $-8.3M | ||
| Q1 25 | $-6.3M | — | ||
| Q4 24 | $199.1M | $-593.0K | ||
| Q3 24 | $5.8M | $-5.3M | ||
| Q2 24 | $-25.8M | $-6.4M |
毛利率CLWLE
| Q1 26 | -0.2% | — | ||
| Q4 25 | 4.5% | 51.8% | ||
| Q3 25 | 4.7% | — | ||
| Q2 25 | 11.0% | 50.8% | ||
| Q1 25 | 9.7% | — | ||
| Q4 24 | 3.8% | 50.6% | ||
| Q3 24 | 7.7% | 47.9% | ||
| Q2 24 | -0.6% | 48.7% |
营业利润率CLWLE
| Q1 26 | — | — | ||
| Q4 25 | 1.9% | 5.3% | ||
| Q3 25 | -13.9% | — | ||
| Q2 25 | 2.5% | -0.9% | ||
| Q1 25 | -1.1% | — | ||
| Q4 24 | -4.0% | 2.9% | ||
| Q3 24 | -0.3% | 0.8% | ||
| Q2 24 | -13.6% | 0.8% |
净利率CLWLE
| Q1 26 | -3.6% | — | ||
| Q4 25 | 9.9% | 1.6% | ||
| Q3 25 | -13.4% | — | ||
| Q2 25 | 0.7% | -3.2% | ||
| Q1 25 | -1.7% | — | ||
| Q4 24 | 51.4% | -0.2% | ||
| Q3 24 | 1.5% | -1.7% | ||
| Q2 24 | -7.5% | -2.3% |
每股收益（稀释后）CLWLE
| Q1 26 | — | — | ||
| Q4 25 | $2.36 | $0.17 | ||
| Q3 25 | $-3.30 | — | ||
| Q2 25 | $0.17 | $-0.27 | ||
| Q1 25 | $-0.38 | — | ||
| Q4 24 | $11.87 | $-0.02 | ||
| Q3 24 | $0.35 | $-0.17 | ||
| Q2 24 | $-1.55 | $-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 | $36.5M | $36.3M |
| 总债务越低越好 | $361.1M | — |
| 股东权益账面价值 | $813.8M | $231.0M |
| 总资产 | $1.6B | $852.7M |
| 负债/权益比越低杠杆越低 | 0.44× | — |
8季度趋势，按日历期对齐
现金及短期投资CLWLE
| Q1 26 | $36.5M | — | ||
| Q4 25 | $30.7M | $36.3M | ||
| Q3 25 | $34.4M | — | ||
| Q2 25 | $46.7M | $18.1M | ||
| Q1 25 | $44.0M | — | ||
| Q4 24 | $79.6M | $30.4M | ||
| Q3 24 | $35.5M | $25.6M | ||
| Q2 24 | $39.6M | $27.4M |
总债务CLWLE
| Q1 26 | $361.1M | — | ||
| Q4 25 | $346.8M | — | ||
| Q3 25 | $337.0M | — | ||
| Q2 25 | $330.1M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $283.4M | — | ||
| Q3 24 | $1.2B | — | ||
| Q2 24 | $1.1B | — |
股东权益CLWLE
| Q1 26 | $813.8M | — | ||
| Q4 25 | $825.3M | $231.0M | ||
| Q3 25 | $783.0M | — | ||
| Q2 25 | $836.8M | $230.1M | ||
| Q1 25 | $836.6M | — | ||
| Q4 24 | $854.6M | $223.6M | ||
| Q3 24 | $664.6M | $226.5M | ||
| Q2 24 | $658.6M | $234.6M |
总资产CLWLE
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $852.7M | ||
| Q3 25 | $1.6B | — | ||
| Q2 25 | $1.6B | $760.5M | ||
| Q1 25 | $1.6B | — | ||
| Q4 24 | $1.7B | $843.6M | ||
| Q3 24 | $2.5B | $802.5M | ||
| Q2 24 | $2.5B | $800.1M |
负债/权益比CLWLE
| Q1 26 | 0.44× | — | ||
| Q4 25 | 0.42× | — | ||
| Q3 25 | 0.43× | — | ||
| Q2 25 | 0.39× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.33× | — | ||
| Q3 24 | 1.73× | — | ||
| Q2 24 | 1.74× | — |
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CLWLE
| Q1 26 | — | — | ||
| Q4 25 | $5.0M | $-15.7M | ||
| Q3 25 | $34.0M | — | ||
| Q2 25 | $-28.2M | $-22.5M | ||
| Q1 25 | $1.5M | — | ||
| Q4 24 | $-35.1M | $-17.1M | ||
| Q3 24 | $16.2M | $30.7M | ||
| Q2 24 | $21.1M | $-25.8M |
自由现金流CLWLE
| Q1 26 | — | — | ||
| Q4 25 | $-9.9M | $-22.4M | ||
| Q3 25 | $15.7M | — | ||
| Q2 25 | $-51.1M | $-30.7M | ||
| Q1 25 | $-31.2M | — | ||
| Q4 24 | $-68.1M | $-27.8M | ||
| Q3 24 | $-30.8M | $26.0M | ||
| Q2 24 | $3.0M | $-32.6M |
自由现金流率CLWLE
| Q1 26 | — | — | ||
| Q4 25 | -2.6% | -7.1% | ||
| Q3 25 | 3.9% | — | ||
| Q2 25 | -13.0% | -11.8% | ||
| Q1 25 | -8.2% | — | ||
| Q4 24 | -17.6% | -8.7% | ||
| Q3 24 | -7.8% | 8.2% | ||
| Q2 24 | 0.9% | -11.4% |
资本支出强度CLWLE
| Q1 26 | — | — | ||
| Q4 25 | 3.9% | 2.1% | ||
| Q3 25 | 4.6% | — | ||
| Q2 25 | 5.8% | 3.2% | ||
| Q1 25 | 8.6% | — | ||
| Q4 24 | 8.5% | 3.3% | ||
| Q3 24 | 12.0% | 1.5% | ||
| Q2 24 | 5.3% | 2.4% |
现金转化率CLWLE
| Q1 26 | — | — | ||
| Q4 25 | 0.13× | -3.03× | ||
| Q3 25 | — | — | ||
| Q2 25 | -10.44× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | -0.18× | — | ||
| Q3 24 | 2.79× | — | ||
| Q2 24 | — | — |
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
CLW
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% |
