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INTERPARFUMS INC（IPAR）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
INTERPARFUMS INC的季度营收约是LANDS' END, INC.的1.2倍（$386.2M vs $317.5M），INTERPARFUMS INC净利率更高（7.3% vs 1.6%，领先5.6%），INTERPARFUMS INC同比增速更快（6.8% vs 0.1%），INTERPARFUMS INC自由现金流更多（$145.0M vs $-22.4M），过去两年INTERPARFUMS INC的营收复合增速更高（9.2% vs -0.9%）
Inter Parfums Inc是全球知名的高端香水企业，开发、生产并销售多款授权香水、身体护理及相关美妆产品，与多家顶级奢侈时尚生活方式品牌合作推出联名香氛系列，产品覆盖全球主要市场，通过百货、美妆专营店及官方电商渠道触达消费者。
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。
IPAR vs LE — 直观对比
营收规模更大
IPAR
是对方的1.2倍
$317.5M
营收增速更快
IPAR
高出6.7%
0.1%
净利率更高
IPAR
高出5.6%
1.6%
自由现金流更多
IPAR
多$167.4M
$-22.4M
两年增速更快
IPAR
近两年复合增速
-0.9%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $386.2M | $317.5M |
| 净利润 | $28.1M | $5.2M |
| 毛利率 | 61.5% | 51.8% |
| 营业利润率 | 7.1% | 5.3% |
| 净利率 | 7.3% | 1.6% |
| 营收同比 | 6.8% | 0.1% |
| 净利润同比 | 16.0% | 198.3% |
| 每股收益（稀释后） | $0.88 | $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IPARLE
| Q4 25 | $386.2M | $317.5M | ||
| Q3 25 | $429.6M | — | ||
| Q2 25 | $333.9M | $261.2M | ||
| Q1 25 | $338.8M | — | ||
| Q4 24 | $361.5M | $318.6M | ||
| Q3 24 | $424.6M | $317.2M | ||
| Q2 24 | $342.2M | $285.5M | ||
| Q1 24 | $324.0M | $514.9M |
净利润IPARLE
| Q4 25 | $28.1M | $5.2M | ||
| Q3 25 | $65.8M | — | ||
| Q2 25 | $32.0M | $-8.3M | ||
| Q1 25 | $42.5M | — | ||
| Q4 24 | $24.2M | $-593.0K | ||
| Q3 24 | $62.3M | $-5.3M | ||
| Q2 24 | $36.8M | $-6.4M | ||
| Q1 24 | $41.0M | $-8.6M |
毛利率IPARLE
| Q4 25 | 61.5% | 51.8% | ||
| Q3 25 | 63.5% | — | ||
| Q2 25 | 66.2% | 50.8% | ||
| Q1 25 | 63.7% | — | ||
| Q4 24 | 64.5% | 50.6% | ||
| Q3 24 | 63.9% | 47.9% | ||
| Q2 24 | 64.5% | 48.7% | ||
| Q1 24 | 62.5% | 38.0% |
营业利润率IPARLE
| Q4 25 | 7.1% | 5.3% | ||
| Q3 25 | 25.3% | — | ||
| Q2 25 | 17.7% | -0.9% | ||
| Q1 25 | 22.2% | — | ||
| Q4 24 | 10.0% | 2.9% | ||
| Q3 24 | 25.0% | 0.8% | ||
| Q2 24 | 18.9% | 0.8% | ||
| Q1 24 | 21.0% | 1.6% |
净利率IPARLE
| Q4 25 | 7.3% | 1.6% | ||
| Q3 25 | 15.3% | — | ||
| Q2 25 | 9.6% | -3.2% | ||
| Q1 25 | 12.5% | — | ||
| Q4 24 | 6.7% | -0.2% | ||
| Q3 24 | 14.7% | -1.7% | ||
| Q2 24 | 10.8% | -2.3% | ||
| Q1 24 | 12.7% | -1.7% |
每股收益（稀释后）IPARLE
| Q4 25 | $0.88 | $0.17 | ||
| Q3 25 | $2.05 | — | ||
| Q2 25 | $0.99 | $-0.27 | ||
| Q1 25 | $1.32 | — | ||
| Q4 24 | $0.78 | $-0.02 | ||
| Q3 24 | $1.93 | $-0.17 | ||
| Q2 24 | $1.14 | $-0.20 | ||
| Q1 24 | $1.27 | $-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 | $137.1M | $36.3M |
| 总债务越低越好 | $176.0M | — |
| 股东权益账面价值 | $880.7M | $231.0M |
| 总资产 | $1.6B | $852.7M |
| 负债/权益比越低杠杆越低 | 0.20× | — |
8季度趋势，按日历期对齐
现金及短期投资IPARLE
| Q4 25 | $137.1M | $36.3M | ||
| Q3 25 | $77.5M | — | ||
| Q2 25 | $53.9M | $18.1M | ||
| Q1 25 | $75.3M | — | ||
| Q4 24 | $109.3M | $30.4M | ||
| Q3 24 | $78.8M | $25.6M | ||
| Q2 24 | $37.7M | $27.4M | ||
| Q1 24 | $76.1M | $25.3M |
总债务IPARLE
| Q4 25 | $176.0M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $157.3M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益IPARLE
| Q4 25 | $880.7M | $231.0M | ||
| Q3 25 | $870.9M | — | ||
| Q2 25 | $839.4M | $230.1M | ||
| Q1 25 | $788.6M | — | ||
| Q4 24 | $744.9M | $223.6M | ||
| Q3 24 | $778.5M | $226.5M | ||
| Q2 24 | $717.1M | $234.6M | ||
| Q1 24 | $708.1M | $241.6M |
总资产IPARLE
| Q4 25 | $1.6B | $852.7M | ||
| Q3 25 | $1.6B | — | ||
| Q2 25 | $1.6B | $760.5M | ||
| Q1 25 | $1.4B | — | ||
| Q4 24 | $1.4B | $843.6M | ||
| Q3 24 | $1.5B | $802.5M | ||
| Q2 24 | $1.4B | $800.1M | ||
| Q1 24 | $1.3B | $811.5M |
负债/权益比IPARLE
| Q4 25 | 0.20× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.21× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $146.5M | $-15.7M |
| 自由现金流经营现金流 - 资本支出 | $145.0M | $-22.4M |
| 自由现金流率自由现金流/营收 | 37.5% | -7.1% |
| 资本支出强度资本支出/营收 | 0.4% | 2.1% |
| 现金转化率经营现金流/净利润 | 5.21× | -3.03× |
| 过去12个月自由现金流最近4个季度 | $190.5M | $-55.0M |
8季度趋势，按日历期对齐
经营现金流IPARLE
| Q4 25 | $146.5M | $-15.7M | ||
| Q3 25 | $63.9M | — | ||
| Q2 25 | $11.9M | $-22.5M | ||
| Q1 25 | $-7.4M | — | ||
| Q4 24 | $138.0M | $-17.1M | ||
| Q3 24 | $76.1M | $30.7M | ||
| Q2 24 | $25.5M | $-25.8M | ||
| Q1 24 | $-52.0M | $93.9M |
自由现金流IPARLE
| Q4 25 | $145.0M | $-22.4M | ||
| Q3 25 | $57.6M | — | ||
| Q2 25 | $-3.3M | $-30.7M | ||
| Q1 25 | $-8.8M | — | ||
| Q4 24 | $136.1M | $-27.8M | ||
| Q3 24 | $75.4M | $26.0M | ||
| Q2 24 | $24.4M | $-32.6M | ||
| Q1 24 | $-53.0M | $87.5M |
自由现金流率IPARLE
| Q4 25 | 37.5% | -7.1% | ||
| Q3 25 | 13.4% | — | ||
| Q2 25 | -1.0% | -11.8% | ||
| Q1 25 | -2.6% | — | ||
| Q4 24 | 37.7% | -8.7% | ||
| Q3 24 | 17.8% | 8.2% | ||
| Q2 24 | 7.1% | -11.4% | ||
| Q1 24 | -16.4% | 17.0% |
资本支出强度IPARLE
| Q4 25 | 0.4% | 2.1% | ||
| Q3 25 | 1.5% | — | ||
| Q2 25 | 4.5% | 3.2% | ||
| Q1 25 | 0.4% | — | ||
| Q4 24 | 0.5% | 3.3% | ||
| Q3 24 | 0.2% | 1.5% | ||
| Q2 24 | 0.3% | 2.4% | ||
| Q1 24 | 0.3% | 1.2% |
现金转化率IPARLE
| Q4 25 | 5.21× | -3.03× | ||
| Q3 25 | 0.97× | — | ||
| Q2 25 | 0.37× | — | ||
| Q1 25 | -0.17× | — | ||
| Q4 24 | 5.69× | — | ||
| Q3 24 | 1.22× | — | ||
| Q2 24 | 0.69× | — | ||
| Q1 24 | -1.27× | — |
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
IPAR
| European Based Operations | $232.7M | 60% |
| United States Based Operations | $155.2M | 40% |
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% |
