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DESTINATION XL GROUP, INC.（DXLG）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DESTINATION XL GROUP, INC.的3.1倍（$317.5M vs $101.9M）。LANDS' END, INC.净利率更高（1.6% vs -4.0%，领先5.7%）。LANDS' END, INC.同比增速更快（0.1% vs -5.2%）。DESTINATION XL GROUP, INC.自由现金流更多（$-6.0M vs $-22.4M）。过去两年LANDS' END, INC.的营收复合增速更高（-1.1% vs -13.8%）
Destination XL Group是北美大型男装零售商，主打大码与加肥加大男士服饰，旗下拥有DXL、Casual Male XL两大品牌，在美国全境开设了290家直营门店与 outlet 门店，同时通过dxl.com官网及移动客户端服务美国、加拿大、英国、大中华区等全球多地客户，总部位于美国马萨诸塞州坎顿。
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。
DXLG vs LE — 直观对比
损益表 — Q4 2026 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $101.9M | $317.5M |
| 净利润 | $-4.1M | $5.2M |
| 毛利率 | 42.7% | 51.8% |
| 营业利润率 | -5.6% | 5.3% |
| 净利率 | -4.0% | 1.6% |
| 营收同比 | -5.2% | 0.1% |
| 净利润同比 | -128.3% | 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
| Q4 25 | $101.9M | $317.5M | ||
| Q3 25 | $115.5M | — | ||
| Q2 25 | $105.5M | $261.2M | ||
| Q1 25 | $119.2M | — | ||
| Q4 24 | $107.5M | $318.6M | ||
| Q3 24 | $124.8M | $317.2M | ||
| Q2 24 | $115.5M | $285.5M | ||
| Q1 24 | $137.1M | $514.9M |
| Q4 25 | $-4.1M | $5.2M | ||
| Q3 25 | $-265.0K | — | ||
| Q2 25 | $-1.9M | $-8.3M | ||
| Q1 25 | $-1.3M | — | ||
| Q4 24 | $-1.8M | $-593.0K | ||
| Q3 24 | $2.4M | $-5.3M | ||
| Q2 24 | $3.8M | $-6.4M | ||
| Q1 24 | $5.2M | $-8.6M |
| Q4 25 | 42.7% | 51.8% | ||
| Q3 25 | 45.2% | — | ||
| Q2 25 | 45.1% | 50.8% | ||
| Q1 25 | 44.4% | — | ||
| Q4 24 | 45.1% | 50.6% | ||
| Q3 24 | 48.2% | 47.9% | ||
| Q2 24 | 48.2% | 48.7% | ||
| Q1 24 | 47.0% | 38.0% |
| Q4 25 | -5.6% | 5.3% | ||
| Q3 25 | 0.6% | — | ||
| Q2 25 | -3.3% | -0.9% | ||
| Q1 25 | -1.5% | — | ||
| Q4 24 | -2.4% | 2.9% | ||
| Q3 24 | 2.5% | 0.8% | ||
| Q2 24 | 4.2% | 0.8% | ||
| Q1 24 | 5.9% | 1.6% |
| Q4 25 | -4.0% | 1.6% | ||
| Q3 25 | -0.2% | — | ||
| Q2 25 | -1.8% | -3.2% | ||
| Q1 25 | -1.1% | — | ||
| Q4 24 | -1.7% | -0.2% | ||
| Q3 24 | 1.9% | -1.7% | ||
| Q2 24 | 3.3% | -2.3% | ||
| Q1 24 | 3.8% | -1.7% |
| Q4 25 | $-0.08 | $0.17 | ||
| Q3 25 | $0.00 | — | ||
| Q2 25 | $-0.04 | $-0.27 | ||
| Q1 25 | $-0.02 | — | ||
| Q4 24 | $-0.03 | $-0.02 | ||
| Q3 24 | $0.04 | $-0.17 | ||
| Q2 24 | $0.06 | $-0.20 | ||
| Q1 24 | $0.08 | $-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 | $27.0M | $36.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $137.2M | $231.0M |
| 总资产 | $401.5M | $852.7M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q4 25 | $27.0M | $36.3M | ||
| Q3 25 | $33.5M | — | ||
| Q2 25 | $29.1M | $18.1M | ||
| Q1 25 | $48.4M | — | ||
| Q4 24 | $43.0M | $30.4M | ||
| Q3 24 | $63.2M | $25.6M | ||
| Q2 24 | $53.2M | $27.4M | ||
| Q1 24 | $60.0M | $25.3M |
| Q4 25 | $137.2M | $231.0M | ||
| Q3 25 | $140.9M | — | ||
| Q2 25 | $140.7M | $230.1M | ||
| Q1 25 | $141.2M | — | ||
| Q4 24 | $145.5M | $223.6M | ||
| Q3 24 | $157.0M | $226.5M | ||
| Q2 24 | $153.6M | $234.6M | ||
| Q1 24 | $149.0M | $241.6M |
| Q4 25 | $401.5M | $852.7M | ||
| Q3 25 | $408.8M | — | ||
| Q2 25 | $380.1M | $760.5M | ||
| Q1 25 | $381.0M | — | ||
| Q4 24 | $381.3M | $843.6M | ||
| Q3 24 | $383.8M | $802.5M | ||
| Q2 24 | $376.6M | $800.1M | ||
| Q1 24 | $357.7M | $811.5M |
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 | $-1.1M | $-15.7M |
| 自由现金流经营现金流 - 资本支出 | $-6.0M | $-22.4M |
| 自由现金流率自由现金流/营收 | -5.9% | -7.1% |
| 资本支出强度资本支出/营收 | 4.8% | 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 | $-11.4M | $-55.0M |
8季度趋势，按日历期对齐
| Q4 25 | $-1.1M | $-15.7M | ||
| Q3 25 | $9.9M | — | ||
| Q2 25 | $-12.0M | $-22.5M | ||
| Q1 25 | $17.1M | — | ||
| Q4 24 | $-3.5M | — | ||
| Q3 24 | $17.1M | $30.7M | ||
| Q2 24 | $-1.1M | $-25.8M | ||
| Q1 24 | $16.5M | $93.9M |
| Q4 25 | $-6.0M | $-22.4M | ||
| Q3 25 | $4.6M | — | ||
| Q2 25 | $-18.8M | $-30.7M | ||
| Q1 25 | $8.8M | — | ||
| Q4 24 | $-10.1M | — | ||
| Q3 24 | $10.2M | $26.0M | ||
| Q2 24 | $-7.0M | $-32.6M | ||
| Q1 24 | $9.5M | $87.5M |
| Q4 25 | -5.9% | -7.1% | ||
| Q3 25 | 3.9% | — | ||
| Q2 25 | -17.8% | -11.8% | ||
| Q1 25 | 7.4% | — | ||
| Q4 24 | -9.4% | — | ||
| Q3 24 | 8.2% | 8.2% | ||
| Q2 24 | -6.1% | -11.4% | ||
| Q1 24 | 6.9% | 17.0% |
| Q4 25 | 4.8% | 2.1% | ||
| Q3 25 | 4.6% | — | ||
| Q2 25 | 6.4% | 3.2% | ||
| Q1 25 | 7.0% | — | ||
| Q4 24 | 6.2% | — | ||
| Q3 24 | 5.5% | 1.5% | ||
| Q2 24 | 5.1% | 2.4% | ||
| Q1 24 | 5.1% | 1.2% |
| Q4 25 | — | -3.03× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 7.17× | — | ||
| Q2 24 | -0.30× | — | ||
| Q1 24 | 3.15× | — |
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
DXLG
| Sales Channel Through Intermediary | $74.5M | 73% |
| Sales Channel Directly To Consumer | $27.3M | 27% |
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% |
