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FTAI Infrastructure Inc.（FIP）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FTAI Infrastructure Inc.的1.7倍（$317.5M vs $188.4M），LANDS' END, INC.净利率更高（1.6% vs -79.7%，领先81.4%），FTAI Infrastructure Inc.同比增速更快（95.9% vs 0.1%），过去两年FTAI Infrastructure Inc.的营收复合增速更高（49.0% vs -0.9%）
FTAI基础设施有限公司持有、运营并投资交通物流、中游能源、发电等核心领域的优质关键基础设施资产，主要面向北美市场，聚焦拥有稳定长期现金流、合同约定收入流的项目，为利益相关方创造可持续回报。
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。
FIP vs LE — 直观对比
营收规模更大
LE
是对方的1.7倍
$188.4M
营收增速更快
FIP
高出95.8%
0.1%
净利率更高
LE
高出81.4%
-79.7%
两年增速更快
FIP
近两年复合增速
-0.9%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $188.4M | $317.5M |
| 净利润 | $-150.2M | $5.2M |
| 毛利率 | — | 51.8% |
| 营业利润率 | — | 5.3% |
| 净利率 | -79.7% | 1.6% |
| 营收同比 | 95.9% | 0.1% |
| 净利润同比 | -387.6% | 198.3% |
| 每股收益（稀释后） | $-1.32 | $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FIPLE
| Q1 26 | $188.4M | — | ||
| Q4 25 | $143.5M | $317.5M | ||
| Q3 25 | $140.6M | — | ||
| Q2 25 | $122.3M | $261.2M | ||
| Q1 25 | $96.2M | — | ||
| Q4 24 | $80.8M | $318.6M | ||
| Q3 24 | $83.3M | $317.2M | ||
| Q2 24 | $84.9M | $285.5M |
净利润FIPLE
| Q1 26 | $-150.2M | — | ||
| Q4 25 | $-97.7M | $5.2M | ||
| Q3 25 | $-104.5M | — | ||
| Q2 25 | $-70.0M | $-8.3M | ||
| Q1 25 | $120.2M | — | ||
| Q4 24 | $-124.7M | $-593.0K | ||
| Q3 24 | $-43.0M | $-5.3M | ||
| Q2 24 | $-48.1M | $-6.4M |
毛利率FIPLE
| 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FIPLE
| Q1 26 | — | — | ||
| Q4 25 | -45.7% | 5.3% | ||
| Q3 25 | -70.8% | — | ||
| Q2 25 | -56.4% | -0.9% | ||
| Q1 25 | 81.8% | — | ||
| Q4 24 | -152.7% | 2.9% | ||
| Q3 24 | -51.7% | 0.8% | ||
| Q2 24 | -56.4% | 0.8% |
净利率FIPLE
| Q1 26 | -79.7% | — | ||
| Q4 25 | -68.1% | 1.6% | ||
| Q3 25 | -74.4% | — | ||
| Q2 25 | -57.2% | -3.2% | ||
| Q1 25 | 125.0% | — | ||
| Q4 24 | -154.4% | -0.2% | ||
| Q3 24 | -51.6% | -1.7% | ||
| Q2 24 | -56.7% | -2.3% |
每股收益（稀释后）FIPLE
| Q1 26 | $-1.32 | — | ||
| Q4 25 | $-1.04 | $0.17 | ||
| Q3 25 | $-1.38 | — | ||
| Q2 25 | $-0.73 | $-0.27 | ||
| Q1 25 | $0.89 | — | ||
| Q4 24 | $-1.21 | $-0.02 | ||
| Q3 24 | $-0.45 | $-0.17 | ||
| Q2 24 | $-0.52 | $-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 | $37.9M | $36.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-122.5K | $231.0M |
| 总资产 | $5.7B | $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FIPLE
| Q1 26 | $37.9M | — | ||
| Q4 25 | $57.4M | $36.3M | ||
| Q3 25 | $34.7M | — | ||
| Q2 25 | $33.6M | $18.1M | ||
| Q1 25 | $26.3M | — | ||
| Q4 24 | $27.8M | $30.4M | ||
| Q3 24 | $20.3M | $25.6M | ||
| Q2 24 | $33.1M | $27.4M |
总债务FIPLE
| Q1 26 | — | — | ||
| Q4 25 | $3.8B | — | ||
| Q3 25 | $3.7B | — | ||
| Q2 25 | $3.1B | — | ||
| Q1 25 | $2.8B | — | ||
| Q4 24 | $1.6B | — | ||
| Q3 24 | $1.5B | — | ||
| Q2 24 | $1.6B | — |
股东权益FIPLE
| Q1 26 | $-122.5K | — | ||
| Q4 25 | $21.3M | $231.0M | ||
| Q3 25 | $181.1M | — | ||
| Q2 25 | $375.5M | $230.1M | ||
| Q1 25 | $476.2M | — | ||
| Q4 24 | $202.7M | $223.6M | ||
| Q3 24 | $370.8M | $226.5M | ||
| Q2 24 | $394.8M | $234.6M |
总资产FIPLE
| Q1 26 | $5.7B | — | ||
| Q4 25 | $5.7B | $852.7M | ||
| Q3 25 | $5.5B | — | ||
| Q2 25 | $4.4B | $760.5M | ||
| Q1 25 | $4.1B | — | ||
| Q4 24 | $2.4B | $843.6M | ||
| Q3 24 | $2.4B | $802.5M | ||
| Q2 24 | $2.5B | $800.1M |
负债/权益比FIPLE
| Q1 26 | — | — | ||
| Q4 25 | 176.99× | — | ||
| Q3 25 | 20.59× | — | ||
| Q2 25 | 8.21× | — | ||
| Q1 25 | 5.79× | — | ||
| Q4 24 | 7.84× | — | ||
| Q3 24 | 4.14× | — | ||
| Q2 24 | 3.94× | — |
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 | $-69.4M | $-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FIPLE
| Q1 26 | $-69.4M | — | ||
| Q4 25 | $-2.8M | $-15.7M | ||
| Q3 25 | $-24.4M | — | ||
| Q2 25 | $-5.2M | $-22.5M | ||
| Q1 25 | $-85.7M | — | ||
| Q4 24 | $-8.1M | $-17.1M | ||
| Q3 24 | $14.2M | $30.7M | ||
| Q2 24 | $-17.6M | $-25.8M |
自由现金流FIPLE
| Q1 26 | — | — | ||
| Q4 25 | $-68.6M | $-22.4M | ||
| Q3 25 | $-90.7M | — | ||
| Q2 25 | $-87.5M | $-30.7M | ||
| Q1 25 | $-151.7M | — | ||
| Q4 24 | $-34.3M | $-27.8M | ||
| Q3 24 | $-11.7M | $26.0M | ||
| Q2 24 | $-32.1M | $-32.6M |
自由现金流率FIPLE
| Q1 26 | — | — | ||
| Q4 25 | -47.8% | -7.1% | ||
| Q3 25 | -64.5% | — | ||
| Q2 25 | -71.6% | -11.8% | ||
| Q1 25 | -157.7% | — | ||
| Q4 24 | -42.4% | -8.7% | ||
| Q3 24 | -14.0% | 8.2% | ||
| Q2 24 | -37.9% | -11.4% |
资本支出强度FIPLE
| Q1 26 | — | — | ||
| Q4 25 | 45.9% | 2.1% | ||
| Q3 25 | 47.2% | — | ||
| Q2 25 | 67.3% | 3.2% | ||
| Q1 25 | 68.6% | — | ||
| Q4 24 | 32.5% | 3.3% | ||
| Q3 24 | 31.1% | 1.5% | ||
| Q2 24 | 17.2% | 2.4% |
现金转化率FIPLE
| Q1 26 | — | — | ||
| Q4 25 | — | -3.03× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | -0.71× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| 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
FIP
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% |
