vs
LANDS' END, INC.（LE）与Limbach Holdings, Inc.（LMB）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Limbach Holdings, Inc.的1.7倍（$317.5M vs $186.9M），Limbach Holdings, Inc.净利率更高（6.6% vs 1.6%，领先5.0%），Limbach Holdings, Inc.同比增速更快（30.1% vs 0.1%），Limbach Holdings, Inc.自由现金流更多（$27.9M vs $-22.4M），过去两年Limbach Holdings, Inc.的营收复合增速更高（25.3% 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。
林巴赫航空发动机是一家由中资控股、总部位于德国的企业，主营航空发动机的研发与制造业务，在航空动力装备领域拥有成熟的生产技术与行业经验。
LE vs LMB — 直观对比
营收规模更大
LE
是对方的1.7倍
$186.9M
营收增速更快
LMB
高出30.0%
0.1%
净利率更高
LMB
高出5.0%
1.6%
自由现金流更多
LMB
多$50.3M
$-22.4M
两年增速更快
LMB
近两年复合增速
-0.9%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $317.5M | $186.9M |
| 净利润 | $5.2M | $12.3M |
| 毛利率 | 51.8% | 25.7% |
| 营业利润率 | 5.3% | 9.4% |
| 净利率 | 1.6% | 6.6% |
| 营收同比 | 0.1% | 30.1% |
| 净利润同比 | 198.3% | 25.0% |
| 每股收益（稀释后） | $0.17 | $1.01 |
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LELMB
| Q4 25 | $317.5M | $186.9M | ||
| Q3 25 | — | $184.6M | ||
| Q2 25 | $261.2M | $142.2M | ||
| Q1 25 | — | $133.1M | ||
| Q4 24 | $318.6M | $143.7M | ||
| Q3 24 | $317.2M | $133.9M | ||
| Q2 24 | $285.5M | $122.2M | ||
| Q1 24 | $514.9M | $119.0M |
净利润LELMB
| Q4 25 | $5.2M | $12.3M | ||
| Q3 25 | — | $8.8M | ||
| Q2 25 | $-8.3M | $7.8M | ||
| Q1 25 | — | $10.2M | ||
| Q4 24 | $-593.0K | $9.8M | ||
| Q3 24 | $-5.3M | $7.5M | ||
| Q2 24 | $-6.4M | $6.0M | ||
| Q1 24 | $-8.6M | $7.6M |
毛利率LELMB
| Q4 25 | 51.8% | 25.7% | ||
| Q3 25 | — | 24.2% | ||
| Q2 25 | 50.8% | 28.0% | ||
| Q1 25 | — | 27.6% | ||
| Q4 24 | 50.6% | 30.3% | ||
| Q3 24 | 47.9% | 27.0% | ||
| Q2 24 | 48.7% | 27.4% | ||
| Q1 24 | 38.0% | 26.1% |
营业利润率LELMB
| Q4 25 | 5.3% | 9.4% | ||
| Q3 25 | — | 7.2% | ||
| Q2 25 | -0.9% | 7.5% | ||
| Q1 25 | — | 5.9% | ||
| Q4 24 | 2.9% | 9.1% | ||
| Q3 24 | 0.8% | 8.1% | ||
| Q2 24 | 0.8% | 6.7% | ||
| Q1 24 | 1.6% | 5.5% |
净利率LELMB
| Q4 25 | 1.6% | 6.6% | ||
| Q3 25 | — | 4.8% | ||
| Q2 25 | -3.2% | 5.5% | ||
| Q1 25 | — | 7.7% | ||
| Q4 24 | -0.2% | 6.9% | ||
| Q3 24 | -1.7% | 5.6% | ||
| Q2 24 | -2.3% | 4.9% | ||
| Q1 24 | -1.7% | 6.4% |
每股收益（稀释后）LELMB
| Q4 25 | $0.17 | $1.01 | ||
| Q3 25 | — | $0.73 | ||
| Q2 25 | $-0.27 | $0.64 | ||
| Q1 25 | — | $0.85 | ||
| Q4 24 | $-0.02 | $0.81 | ||
| Q3 24 | $-0.17 | $0.62 | ||
| Q2 24 | $-0.20 | $0.50 | ||
| Q1 24 | $-0.27 | $0.64 |
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 | $11.3M |
| 总债务越低越好 | — | $30.5M |
| 股东权益账面价值 | $231.0M | $195.7M |
| 总资产 | $852.7M | $381.1M |
| 负债/权益比越低杠杆越低 | — | 0.16× |
8季度趋势，按日历期对齐
现金及短期投资LELMB
| Q4 25 | $36.3M | $11.3M | ||
| Q3 25 | — | $9.8M | ||
| Q2 25 | $18.1M | $38.9M | ||
| Q1 25 | — | $38.1M | ||
| Q4 24 | $30.4M | $44.9M | ||
| Q3 24 | $25.6M | $51.2M | ||
| Q2 24 | $27.4M | $59.5M | ||
| Q1 24 | $25.3M | $48.2M |
总债务LELMB
| Q4 25 | — | $30.5M | ||
| Q3 25 | — | $56.3M | ||
| Q2 25 | — | $28.4M | ||
| Q1 25 | — | $23.7M | ||
| Q4 24 | — | $23.6M | ||
| Q3 24 | — | $20.5M | ||
| Q2 24 | — | $19.7M | ||
| Q1 24 | — | $19.4M |
股东权益LELMB
| Q4 25 | $231.0M | $195.7M | ||
| Q3 25 | — | $181.6M | ||
| Q2 25 | $230.1M | $170.5M | ||
| Q1 25 | — | $161.1M | ||
| Q4 24 | $223.6M | $153.5M | ||
| Q3 24 | $226.5M | $142.2M | ||
| Q2 24 | $234.6M | $133.0M | ||
| Q1 24 | $241.6M | $125.5M |
总资产LELMB
| Q4 25 | $852.7M | $381.1M | ||
| Q3 25 | — | $409.1M | ||
| Q2 25 | $760.5M | $343.0M | ||
| Q1 25 | — | $336.4M | ||
| Q4 24 | $843.6M | $352.1M | ||
| Q3 24 | $802.5M | $324.4M | ||
| Q2 24 | $800.1M | $303.9M | ||
| Q1 24 | $811.5M | $289.2M |
负债/权益比LELMB
| Q4 25 | — | 0.16× | ||
| Q3 25 | — | 0.31× | ||
| Q2 25 | — | 0.17× | ||
| Q1 25 | — | 0.15× | ||
| Q4 24 | — | 0.15× | ||
| Q3 24 | — | 0.14× | ||
| Q2 24 | — | 0.15× | ||
| Q1 24 | — | 0.15× |
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 | $28.1M |
| 自由现金流经营现金流 - 资本支出 | $-22.4M | $27.9M |
| 自由现金流率自由现金流/营收 | -7.1% | 14.9% |
| 资本支出强度资本支出/营收 | 2.1% | 0.1% |
| 现金转化率经营现金流/净利润 | -3.03× | 2.29× |
| 过去12个月自由现金流最近4个季度 | $-55.0M | $41.9M |
8季度趋势，按日历期对齐
经营现金流LELMB
| Q4 25 | $-15.7M | $28.1M | ||
| Q3 25 | — | $13.3M | ||
| Q2 25 | $-22.5M | $2.0M | ||
| Q1 25 | — | $2.2M | ||
| Q4 24 | $-17.1M | $19.3M | ||
| Q3 24 | $30.7M | $4.9M | ||
| Q2 24 | $-25.8M | $16.5M | ||
| Q1 24 | $93.9M | $-3.9M |
自由现金流LELMB
| Q4 25 | $-22.4M | $27.9M | ||
| Q3 25 | — | $12.8M | ||
| Q2 25 | $-30.7M | $1.2M | ||
| Q1 25 | — | $11.0K | ||
| Q4 24 | $-27.8M | $18.0M | ||
| Q3 24 | $26.0M | $4.6M | ||
| Q2 24 | $-32.6M | $13.2M | ||
| Q1 24 | $87.5M | $-6.5M |
自由现金流率LELMB
| Q4 25 | -7.1% | 14.9% | ||
| Q3 25 | — | 7.0% | ||
| Q2 25 | -11.8% | 0.8% | ||
| Q1 25 | — | 0.0% | ||
| Q4 24 | -8.7% | 12.5% | ||
| Q3 24 | 8.2% | 3.4% | ||
| Q2 24 | -11.4% | 10.8% | ||
| Q1 24 | 17.0% | -5.5% |
资本支出强度LELMB
| Q4 25 | 2.1% | 0.1% | ||
| Q3 25 | — | 0.3% | ||
| Q2 25 | 3.2% | 0.6% | ||
| Q1 25 | — | 1.7% | ||
| Q4 24 | 3.3% | 0.9% | ||
| Q3 24 | 1.5% | 0.3% | ||
| Q2 24 | 2.4% | 2.7% | ||
| Q1 24 | 1.2% | 2.1% |
现金转化率LELMB
| Q4 25 | -3.03× | 2.29× | ||
| Q3 25 | — | 1.52× | ||
| Q2 25 | — | 0.26× | ||
| Q1 25 | — | 0.22× | ||
| Q4 24 | — | 1.96× | ||
| Q3 24 | — | 0.66× | ||
| Q2 24 | — | 2.77× | ||
| Q1 24 | — | -0.52× |
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% |
LMB
| Owner Direct Relationships Segment | $145.0M | 78% |
| General Contractor Construction Manager Relationships Segment | $41.9M | 22% |
