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Empire State Realty OP, L.P.（ESBA）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Empire State Realty OP, L.P.的1.6倍（$317.5M vs $199.2M），Empire State Realty OP, L.P.净利率更高（16.1% vs 1.6%，领先14.5%），Empire State Realty OP, L.P.同比增速更快（0.8% vs 0.1%），Empire State Realty OP, L.P.自由现金流更多（$50.6M vs $-22.4M），过去两年Empire State Realty OP, L.P.的营收复合增速更高（4.9% vs -0.9%）
Empire State Realty OP, L.P. 是一家房地产运营合伙企业，核心业务为持有、管理及出租优质商业与零售物业，主要布局纽约大都会区，旗下拥有帝国大厦等标志性地标，服务企业租户、零售品牌及旅游相关业务板块。
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。
ESBA vs LE — 直观对比
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $199.2M | $317.5M |
| 净利润 | $32.2M | $5.2M |
| 毛利率 | — | 51.8% |
| 营业利润率 | 17.8% | 5.3% |
| 净利率 | 16.1% | 1.6% |
| 营收同比 | 0.8% | 0.1% |
| 净利润同比 | 71.2% | 198.3% |
| 每股收益（稀释后） | $0.11 | $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 | $199.2M | $317.5M | ||
| Q3 25 | $197.7M | — | ||
| Q2 25 | $191.3M | $261.2M | ||
| Q1 25 | $180.1M | — | ||
| Q4 24 | $197.6M | $318.6M | ||
| Q3 24 | $199.6M | $317.2M | ||
| Q2 24 | $189.5M | $285.5M | ||
| Q1 24 | $181.2M | $514.9M |
| Q4 25 | $32.2M | $5.2M | ||
| Q3 25 | $13.6M | — | ||
| Q2 25 | $11.4M | $-8.3M | ||
| Q1 25 | $15.8M | — | ||
| Q4 24 | $18.8M | $-593.0K | ||
| Q3 24 | $22.8M | $-5.3M | ||
| Q2 24 | $28.6M | $-6.4M | ||
| Q1 24 | $10.2M | $-8.6M |
| Q4 25 | — | 51.8% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 50.8% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 50.6% | ||
| Q3 24 | — | 47.9% | ||
| Q2 24 | — | 48.7% | ||
| Q1 24 | — | 38.0% |
| Q4 25 | 17.8% | 5.3% | ||
| Q3 25 | 19.9% | — | ||
| Q2 25 | 18.4% | -0.9% | ||
| Q1 25 | 14.3% | — | ||
| Q4 24 | 21.7% | 2.9% | ||
| Q3 24 | 22.7% | 0.8% | ||
| Q2 24 | 20.8% | 0.8% | ||
| Q1 24 | 17.1% | 1.6% |
| Q4 25 | 16.1% | 1.6% | ||
| Q3 25 | 6.9% | — | ||
| Q2 25 | 6.0% | -3.2% | ||
| Q1 25 | 8.8% | — | ||
| Q4 24 | 9.5% | -0.2% | ||
| Q3 24 | 11.4% | -1.7% | ||
| Q2 24 | 15.1% | -2.3% | ||
| Q1 24 | 5.6% | -1.7% |
| Q4 25 | $0.11 | $0.17 | ||
| Q3 25 | $0.05 | — | ||
| Q2 25 | $0.04 | $-0.27 | ||
| Q1 25 | $0.05 | — | ||
| Q4 24 | $0.07 | $-0.02 | ||
| Q3 24 | $0.08 | $-0.17 | ||
| Q2 24 | $0.10 | $-0.20 | ||
| Q1 24 | $0.03 | $-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 | $132.7M | $36.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $231.0M |
| 总资产 | $4.5B | $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 | $132.7M | $36.3M | ||
| Q3 25 | $154.1M | — | ||
| Q2 25 | $94.6M | $18.1M | ||
| Q1 25 | $187.8M | — | ||
| Q4 24 | $385.5M | $30.4M | ||
| Q3 24 | $421.9M | $25.6M | ||
| Q2 24 | $535.5M | $27.4M | ||
| Q1 24 | $333.6M | $25.3M |
| Q4 25 | — | $231.0M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $230.1M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $223.6M | ||
| Q3 24 | — | $226.5M | ||
| Q2 24 | — | $234.6M | ||
| Q1 24 | — | $241.6M |
| Q4 25 | $4.5B | $852.7M | ||
| Q3 25 | $4.1B | — | ||
| Q2 25 | $4.1B | $760.5M | ||
| Q1 25 | $4.1B | — | ||
| Q4 24 | $4.5B | $843.6M | ||
| Q3 24 | $4.4B | $802.5M | ||
| Q2 24 | $4.4B | $800.1M | ||
| Q1 24 | $4.2B | $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 | $249.1M | $-15.7M |
| 自由现金流经营现金流 - 资本支出 | $50.6M | $-22.4M |
| 自由现金流率自由现金流/营收 | 25.4% | -7.1% |
| 资本支出强度资本支出/营收 | 99.6% | 2.1% |
| 现金转化率经营现金流/净利润 | 7.74× | -3.03× |
| 过去12个月自由现金流最近4个季度 | $109.3M | $-55.0M |
8季度趋势，按日历期对齐
| Q4 25 | $249.1M | $-15.7M | ||
| Q3 25 | $105.3M | — | ||
| Q2 25 | $26.7M | $-22.5M | ||
| Q1 25 | $83.1M | — | ||
| Q4 24 | $260.9M | $-17.1M | ||
| Q3 24 | $102.8M | $30.7M | ||
| Q2 24 | $37.1M | $-25.8M | ||
| Q1 24 | $70.9M | $93.9M |
| Q4 25 | $50.6M | $-22.4M | ||
| Q3 25 | $72.8M | — | ||
| Q2 25 | $-55.1M | $-30.7M | ||
| Q1 25 | $41.1M | — | ||
| Q4 24 | $88.0M | $-27.8M | ||
| Q3 24 | $-65.1M | $26.0M | ||
| Q2 24 | $19.5M | $-32.6M | ||
| Q1 24 | $23.2M | $87.5M |
| Q4 25 | 25.4% | -7.1% | ||
| Q3 25 | 36.8% | — | ||
| Q2 25 | -28.8% | -11.8% | ||
| Q1 25 | 22.8% | — | ||
| Q4 24 | 44.5% | -8.7% | ||
| Q3 24 | -32.6% | 8.2% | ||
| Q2 24 | 10.3% | -11.4% | ||
| Q1 24 | 12.8% | 17.0% |
| Q4 25 | 99.6% | 2.1% | ||
| Q3 25 | 16.5% | — | ||
| Q2 25 | 42.8% | 3.2% | ||
| Q1 25 | 23.4% | — | ||
| Q4 24 | 87.5% | 3.3% | ||
| Q3 24 | 84.1% | 1.5% | ||
| Q2 24 | 9.3% | 2.4% | ||
| Q1 24 | 26.3% | 1.2% |
| Q4 25 | 7.74× | -3.03× | ||
| Q3 25 | 7.72× | — | ||
| Q2 25 | 2.35× | — | ||
| Q1 25 | 5.27× | — | ||
| Q4 24 | 13.88× | — | ||
| Q3 24 | 4.51× | — | ||
| Q2 24 | 1.30× | — | ||
| Q1 24 | 6.94× | — |
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
ESBA
| Real Estate Segment | $163.8M | 82% |
| Observatory Segment | $35.2M | 18% |
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% |
