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LANDS' END, INC.（LE）与LifeStance Health Group, Inc.（LFST）财务数据对比。点击上方公司名可切换其他公司
LifeStance Health Group, Inc.的季度营收约是LANDS' END, INC.的1.2倍（$382.2M vs $317.5M），LifeStance Health Group, Inc.净利率更高（3.1% vs 1.6%，领先1.4%），LifeStance Health Group, Inc.同比增速更快（17.4% vs 0.1%），LifeStance Health Group, Inc.自由现金流更多（$46.6M vs $-22.4M），过去两年LifeStance Health Group, Inc.的营收复合增速更高（12.8% vs -0.9%）
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。
LifeStance Health Group是美国的门诊行为健康服务提供商，支持线下面诊与远程诊疗两种服务模式，业务涵盖心理咨询、精神科诊疗、经颅磁刺激（TMS）以及氯胺酮治疗等。该公司曾多次因劳动违规、客户信息泄露及误导投资者相关问题遭遇诉讼。
LE vs LFST — 直观对比
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $317.5M | $382.2M |
| 净利润 | $5.2M | $11.7M |
| 毛利率 | 51.8% | — |
| 营业利润率 | 5.3% | 4.7% |
| 净利率 | 1.6% | 3.1% |
| 营收同比 | 0.1% | 17.4% |
| 净利润同比 | 198.3% | 264.1% |
| 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
| Q4 25 | $317.5M | $382.2M | ||
| Q3 25 | — | $363.8M | ||
| Q2 25 | $261.2M | $345.3M | ||
| Q1 25 | — | $333.0M | ||
| Q4 24 | $318.6M | $325.5M | ||
| Q3 24 | $317.2M | $312.7M | ||
| Q2 24 | $285.5M | $312.3M | ||
| Q1 24 | $514.9M | $300.4M |
| Q4 25 | $5.2M | $11.7M | ||
| Q3 25 | — | $1.1M | ||
| Q2 25 | $-8.3M | $-3.8M | ||
| Q1 25 | — | $709.0K | ||
| Q4 24 | $-593.0K | $-7.1M | ||
| Q3 24 | $-5.3M | $-6.0M | ||
| Q2 24 | $-6.4M | $-23.3M | ||
| Q1 24 | $-8.6M | $-21.1M |
| 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 | 5.3% | 4.7% | ||
| Q3 25 | — | 2.0% | ||
| Q2 25 | -0.9% | -0.9% | ||
| Q1 25 | — | 0.5% | ||
| Q4 24 | 2.9% | 0.3% | ||
| Q3 24 | 0.8% | 0.0% | ||
| Q2 24 | 0.8% | -5.1% | ||
| Q1 24 | 1.6% | -5.6% |
| Q4 25 | 1.6% | 3.1% | ||
| Q3 25 | — | 0.3% | ||
| Q2 25 | -3.2% | -1.1% | ||
| Q1 25 | — | 0.2% | ||
| Q4 24 | -0.2% | -2.2% | ||
| Q3 24 | -1.7% | -1.9% | ||
| Q2 24 | -2.3% | -7.5% | ||
| Q1 24 | -1.7% | -7.0% |
| Q4 25 | $0.17 | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $-0.27 | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $-0.02 | — | ||
| Q3 24 | $-0.17 | — | ||
| Q2 24 | $-0.20 | — | ||
| Q1 24 | $-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 | $36.3M | $248.6M |
| 总债务越低越好 | — | $282.8M |
| 股东权益账面价值 | $231.0M | $1.5B |
| 总资产 | $852.7M | $2.2B |
| 负债/权益比越低杠杆越低 | — | 0.19× |
8季度趋势，按日历期对齐
| Q4 25 | $36.3M | $248.6M | ||
| Q3 25 | — | $203.9M | ||
| Q2 25 | $18.1M | $188.9M | ||
| Q1 25 | — | $134.3M | ||
| Q4 24 | $30.4M | $154.6M | ||
| Q3 24 | $25.6M | $102.6M | ||
| Q2 24 | $27.4M | $87.0M | ||
| Q1 24 | $25.3M | $49.5M |
| Q4 25 | — | $282.8M | ||
| Q3 25 | — | $284.6M | ||
| Q2 25 | — | $286.4M | ||
| Q1 25 | — | $288.2M | ||
| Q4 24 | — | $290.0M | ||
| Q3 24 | — | $287.3M | ||
| Q2 24 | — | $288.0M | ||
| Q1 24 | — | $288.8M |
| Q4 25 | $231.0M | $1.5B | ||
| Q3 25 | — | $1.5B | ||
| Q2 25 | $230.1M | $1.5B | ||
| Q1 25 | — | $1.5B | ||
| Q4 24 | $223.6M | $1.4B | ||
| Q3 24 | $226.5M | $1.4B | ||
| Q2 24 | $234.6M | $1.4B | ||
| Q1 24 | $241.6M | $1.4B |
| Q4 25 | $852.7M | $2.2B | ||
| Q3 25 | — | $2.1B | ||
| Q2 25 | $760.5M | $2.1B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | $843.6M | $2.1B | ||
| Q3 24 | $802.5M | $2.1B | ||
| Q2 24 | $800.1M | $2.1B | ||
| Q1 24 | $811.5M | $2.1B |
| Q4 25 | — | 0.19× | ||
| Q3 25 | — | 0.19× | ||
| Q2 25 | — | 0.19× | ||
| Q1 25 | — | 0.20× | ||
| Q4 24 | — | 0.20× | ||
| Q3 24 | — | 0.20× | ||
| Q2 24 | — | 0.20× | ||
| Q1 24 | — | 0.20× |
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 | $57.6M |
| 自由现金流经营现金流 - 资本支出 | $-22.4M | $46.6M |
| 自由现金流率自由现金流/营收 | -7.1% | 12.2% |
| 资本支出强度资本支出/营收 | 2.1% | 2.9% |
| 现金转化率经营现金流/净利润 | -3.03× | 4.93× |
| 过去12个月自由现金流最近4个季度 | $-55.0M | $110.0M |
8季度趋势，按日历期对齐
| Q4 25 | $-15.7M | $57.6M | ||
| Q3 25 | — | $27.3M | ||
| Q2 25 | $-22.5M | $64.4M | ||
| Q1 25 | — | $-3.1M | ||
| Q4 24 | $-17.1M | $62.3M | ||
| Q3 24 | $30.7M | $22.7M | ||
| Q2 24 | $-25.8M | $44.1M | ||
| Q1 24 | $93.9M | $-21.8M |
| Q4 25 | $-22.4M | $46.6M | ||
| Q3 25 | — | $17.0M | ||
| Q2 25 | $-30.7M | $56.6M | ||
| Q1 25 | — | $-10.3M | ||
| Q4 24 | $-27.8M | $56.0M | ||
| Q3 24 | $26.0M | $17.7M | ||
| Q2 24 | $-32.6M | $39.0M | ||
| Q1 24 | $87.5M | $-26.9M |
| Q4 25 | -7.1% | 12.2% | ||
| Q3 25 | — | 4.7% | ||
| Q2 25 | -11.8% | 16.4% | ||
| Q1 25 | — | -3.1% | ||
| Q4 24 | -8.7% | 17.2% | ||
| Q3 24 | 8.2% | 5.7% | ||
| Q2 24 | -11.4% | 12.5% | ||
| Q1 24 | 17.0% | -9.0% |
| Q4 25 | 2.1% | 2.9% | ||
| Q3 25 | — | 2.8% | ||
| Q2 25 | 3.2% | 2.2% | ||
| Q1 25 | — | 2.2% | ||
| Q4 24 | 3.3% | 1.9% | ||
| Q3 24 | 1.5% | 1.6% | ||
| Q2 24 | 2.4% | 1.6% | ||
| Q1 24 | 1.2% | 1.7% |
| Q4 25 | -3.03× | 4.93× | ||
| Q3 25 | — | 25.34× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | -4.36× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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
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% |
LFST
暂无分部数据
