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LANDS' END, INC.（LE）与LOUISIANA-PACIFIC CORP（LPX）财务数据对比。点击上方公司名可切换其他公司
LOUISIANA-PACIFIC CORP的季度营收约是LANDS' END, INC.的1.8倍（$566.0M vs $317.5M），LANDS' END, INC.净利率更高（1.6% vs -1.4%，领先3.0%），LANDS' END, INC.同比增速更快（0.1% vs -16.9%），LOUISIANA-PACIFIC CORP自由现金流更多（$-8.0M vs $-22.4M），过去两年LANDS' END, INC.的营收复合增速更高（-0.9% vs -11.6%）
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。
路易斯安那-太平洋公司（简称LP）是美国知名建材制造商，成立于1973年，是美国定向结构刨花板（OSB）生产的开创者，总部现位于田纳西州纳什维尔。作为全球最大的OSB生产商，公司还生产工程木建材产品，通过建材分销商、经销商及家居零售中心向建筑商和业主供货。
LE vs LPX — 直观对比
营收规模更大
LPX
是对方的1.8倍
$317.5M
营收增速更快
LE
高出17.0%
-16.9%
净利率更高
LE
高出3.0%
-1.4%
自由现金流更多
LPX
多$14.4M
$-22.4M
两年增速更快
LE
近两年复合增速
-11.6%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $317.5M | $566.0M |
| 净利润 | $5.2M | $-8.0M |
| 毛利率 | 51.8% | 15.0% |
| 营业利润率 | 5.3% | -1.6% |
| 净利率 | 1.6% | -1.4% |
| 营收同比 | 0.1% | -16.9% |
| 净利润同比 | 198.3% | -112.9% |
| 每股收益（稀释后） | $0.17 | $-0.12 |
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LELPX
| Q4 25 | $317.5M | $566.0M | ||
| Q3 25 | — | $663.0M | ||
| Q2 25 | $261.2M | $755.0M | ||
| Q1 25 | — | $724.0M | ||
| Q4 24 | $318.6M | $681.0M | ||
| Q3 24 | $317.2M | $722.0M | ||
| Q2 24 | $285.5M | $814.0M | ||
| Q1 24 | $514.9M | $724.0M |
净利润LELPX
| Q4 25 | $5.2M | $-8.0M | ||
| Q3 25 | — | $9.0M | ||
| Q2 25 | $-8.3M | $54.0M | ||
| Q1 25 | — | $91.0M | ||
| Q4 24 | $-593.0K | $62.0M | ||
| Q3 24 | $-5.3M | $90.0M | ||
| Q2 24 | $-6.4M | $160.0M | ||
| Q1 24 | $-8.6M | $108.0M |
毛利率LELPX
| Q4 25 | 51.8% | 15.0% | ||
| Q3 25 | — | 19.5% | ||
| Q2 25 | 50.8% | 23.6% | ||
| Q1 25 | — | 27.2% | ||
| Q4 24 | 50.6% | 23.8% | ||
| Q3 24 | 47.9% | 26.7% | ||
| Q2 24 | 48.7% | 32.3% | ||
| Q1 24 | 38.0% | 29.6% |
营业利润率LELPX
| Q4 25 | 5.3% | -1.6% | ||
| Q3 25 | — | 2.7% | ||
| Q2 25 | -0.9% | 10.6% | ||
| Q1 25 | — | 16.6% | ||
| Q4 24 | 2.9% | 11.0% | ||
| Q3 24 | 0.8% | 16.1% | ||
| Q2 24 | 0.8% | 23.8% | ||
| Q1 24 | 1.6% | 20.0% |
净利率LELPX
| Q4 25 | 1.6% | -1.4% | ||
| Q3 25 | — | 1.4% | ||
| Q2 25 | -3.2% | 7.2% | ||
| Q1 25 | — | 12.6% | ||
| Q4 24 | -0.2% | 9.1% | ||
| Q3 24 | -1.7% | 12.5% | ||
| Q2 24 | -2.3% | 19.7% | ||
| Q1 24 | -1.7% | 14.9% |
每股收益（稀释后）LELPX
| Q4 25 | $0.17 | $-0.12 | ||
| Q3 25 | — | $0.13 | ||
| Q2 25 | $-0.27 | $0.77 | ||
| Q1 25 | — | $1.30 | ||
| Q4 24 | $-0.02 | $0.90 | ||
| Q3 24 | $-0.17 | $1.28 | ||
| Q2 24 | $-0.20 | $2.23 | ||
| Q1 24 | $-0.27 | $1.48 |
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 | $292.0M |
| 总债务越低越好 | — | $348.0M |
| 股东权益账面价值 | $231.0M | $1.7B |
| 总资产 | $852.7M | $2.6B |
| 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LELPX
| Q4 25 | $36.3M | $292.0M | ||
| Q3 25 | — | $316.0M | ||
| Q2 25 | $18.1M | $333.0M | ||
| Q1 25 | — | $256.0M | ||
| Q4 24 | $30.4M | $340.0M | ||
| Q3 24 | $25.6M | $346.0M | ||
| Q2 24 | $27.4M | $317.0M | ||
| Q1 24 | $25.3M | $244.0M |
总债务LELPX
| Q4 25 | — | $348.0M | ||
| Q3 25 | — | $348.0M | ||
| Q2 25 | — | $348.0M | ||
| Q1 25 | — | $348.0M | ||
| Q4 24 | — | $348.0M | ||
| Q3 24 | — | $347.0M | ||
| Q2 24 | — | $347.0M | ||
| Q1 24 | — | $347.0M |
股东权益LELPX
| Q4 25 | $231.0M | $1.7B | ||
| Q3 25 | — | $1.7B | ||
| Q2 25 | $230.1M | $1.7B | ||
| Q1 25 | — | $1.7B | ||
| Q4 24 | $223.6M | $1.7B | ||
| Q3 24 | $226.5M | $1.7B | ||
| Q2 24 | $234.6M | $1.7B | ||
| Q1 24 | $241.6M | $1.6B |
总资产LELPX
| Q4 25 | $852.7M | $2.6B | ||
| Q3 25 | — | $2.6B | ||
| Q2 25 | $760.5M | $2.7B | ||
| Q1 25 | — | $2.6B | ||
| Q4 24 | $843.6M | $2.6B | ||
| Q3 24 | $802.5M | $2.6B | ||
| Q2 24 | $800.1M | $2.5B | ||
| Q1 24 | $811.5M | $2.5B |
负债/权益比LELPX
| Q4 25 | — | 0.20× | ||
| Q3 25 | — | 0.20× | ||
| Q2 25 | — | 0.20× | ||
| Q1 25 | — | 0.21× | ||
| Q4 24 | — | 0.21× | ||
| Q3 24 | — | 0.21× | ||
| Q2 24 | — | 0.21× | ||
| Q1 24 | — | 0.21× |
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 | $67.0M |
| 自由现金流经营现金流 - 资本支出 | $-22.4M | $-8.0M |
| 自由现金流率自由现金流/营收 | -7.1% | -1.4% |
| 资本支出强度资本支出/营收 | 2.1% | 13.3% |
| 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 | $91.0M |
8季度趋势，按日历期对齐
经营现金流LELPX
| Q4 25 | $-15.7M | $67.0M | ||
| Q3 25 | — | $89.0M | ||
| Q2 25 | $-22.5M | $162.0M | ||
| Q1 25 | — | $64.0M | ||
| Q4 24 | $-17.1M | $105.0M | ||
| Q3 24 | $30.7M | $183.0M | ||
| Q2 24 | $-25.8M | $212.0M | ||
| Q1 24 | $93.9M | $105.0M |
自由现金流LELPX
| Q4 25 | $-22.4M | $-8.0M | ||
| Q3 25 | — | $5.0M | ||
| Q2 25 | $-30.7M | $94.0M | ||
| Q1 25 | — | $0 | ||
| Q4 24 | $-27.8M | $43.0M | ||
| Q3 24 | $26.0M | $139.0M | ||
| Q2 24 | $-32.6M | $176.0M | ||
| Q1 24 | $87.5M | $64.0M |
自由现金流率LELPX
| Q4 25 | -7.1% | -1.4% | ||
| Q3 25 | — | 0.8% | ||
| Q2 25 | -11.8% | 12.5% | ||
| Q1 25 | — | 0.0% | ||
| Q4 24 | -8.7% | 6.3% | ||
| Q3 24 | 8.2% | 19.3% | ||
| Q2 24 | -11.4% | 21.6% | ||
| Q1 24 | 17.0% | 8.8% |
资本支出强度LELPX
| Q4 25 | 2.1% | 13.3% | ||
| Q3 25 | — | 12.7% | ||
| Q2 25 | 3.2% | 9.0% | ||
| Q1 25 | — | 8.8% | ||
| Q4 24 | 3.3% | 9.1% | ||
| Q3 24 | 1.5% | 6.1% | ||
| Q2 24 | 2.4% | 4.4% | ||
| Q1 24 | 1.2% | 5.7% |
现金转化率LELPX
| Q4 25 | -3.03× | — | ||
| Q3 25 | — | 9.89× | ||
| Q2 25 | — | 3.00× | ||
| Q1 25 | — | 0.70× | ||
| Q4 24 | — | 1.69× | ||
| Q3 24 | — | 2.03× | ||
| Q2 24 | — | 1.32× | ||
| Q1 24 | — | 0.97× |
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% |
LPX
| OS Bvalueadd | $472.0M | 83% |
| Other | $84.0M | 15% |
| Otherproducts | $10.0M | 2% |
