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LANDS' END, INC.（LE）与Pediatrix Medical Group, Inc.（MD）财务数据对比。点击上方公司名可切换其他公司
Pediatrix Medical Group, Inc.的季度营收约是LANDS' END, INC.的1.6倍（$493.8M vs $317.5M），Pediatrix Medical Group, Inc.净利率更高（6.8% vs 1.6%，领先5.2%），LANDS' END, INC.同比增速更快（0.1% vs -1.7%），过去两年Pediatrix Medical Group, Inc.的营收复合增速更高（-0.1% 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。
Pediatrix Medical Group是美国领先的专科医疗服务提供商，核心业务覆盖母胎医学、新生儿科、儿科心脏病学等儿科亚专科领域，与美国各地医疗机构合作，为女性、新生儿及儿童提供循证专科医疗服务。
LE vs MD — 直观对比
营收规模更大
MD
是对方的1.6倍
$317.5M
营收增速更快
LE
高出1.8%
-1.7%
净利率更高
MD
高出5.2%
1.6%
两年增速更快
MD
近两年复合增速
-0.9%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $317.5M | $493.8M |
| 净利润 | $5.2M | $33.7M |
| 毛利率 | 51.8% | — |
| 营业利润率 | 5.3% | 9.9% |
| 净利率 | 1.6% | 6.8% |
| 营收同比 | 0.1% | -1.7% |
| 净利润同比 | 198.3% | 10.5% |
| 每股收益（稀释后） | $0.17 | $0.40 |
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LEMD
| Q4 25 | $317.5M | $493.8M | ||
| Q3 25 | — | $492.9M | ||
| Q2 25 | $261.2M | $468.8M | ||
| Q1 25 | — | $458.4M | ||
| Q4 24 | $318.6M | $502.4M | ||
| Q3 24 | $317.2M | $511.2M | ||
| Q2 24 | $285.5M | $504.3M | ||
| Q1 24 | $514.9M | $495.1M |
净利润LEMD
| Q4 25 | $5.2M | $33.7M | ||
| Q3 25 | — | $71.7M | ||
| Q2 25 | $-8.3M | $39.3M | ||
| Q1 25 | — | $20.7M | ||
| Q4 24 | $-593.0K | $30.5M | ||
| Q3 24 | $-5.3M | $19.4M | ||
| Q2 24 | $-6.4M | $-153.0M | ||
| Q1 24 | $-8.6M | $4.0M |
毛利率LEMD
| 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% | — |
营业利润率LEMD
| Q4 25 | 5.3% | 9.9% | ||
| Q3 25 | — | 13.8% | ||
| Q2 25 | -0.9% | 12.8% | ||
| Q1 25 | — | 7.0% | ||
| Q4 24 | 2.9% | 7.8% | ||
| Q3 24 | 0.8% | 6.6% | ||
| Q2 24 | 0.8% | -31.3% | ||
| Q1 24 | 1.6% | 3.2% |
净利率LEMD
| Q4 25 | 1.6% | 6.8% | ||
| Q3 25 | — | 14.5% | ||
| Q2 25 | -3.2% | 8.4% | ||
| Q1 25 | — | 4.5% | ||
| Q4 24 | -0.2% | 6.1% | ||
| Q3 24 | -1.7% | 3.8% | ||
| Q2 24 | -2.3% | -30.3% | ||
| Q1 24 | -1.7% | 0.8% |
每股收益（稀释后）LEMD
| Q4 25 | $0.17 | $0.40 | ||
| Q3 25 | — | $0.84 | ||
| Q2 25 | $-0.27 | $0.46 | ||
| Q1 25 | — | $0.24 | ||
| Q4 24 | $-0.02 | $0.37 | ||
| Q3 24 | $-0.17 | $0.23 | ||
| Q2 24 | $-0.20 | $-1.84 | ||
| Q1 24 | $-0.27 | $0.05 |
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 | $375.2M |
| 总债务越低越好 | — | $570.5M |
| 股东权益账面价值 | $231.0M | $865.9M |
| 总资产 | $852.7M | $2.2B |
| 负债/权益比越低杠杆越低 | — | 0.66× |
8季度趋势，按日历期对齐
现金及短期投资LEMD
| Q4 25 | $36.3M | $375.2M | ||
| Q3 25 | — | $340.1M | ||
| Q2 25 | $18.1M | $224.7M | ||
| Q1 25 | — | $99.0M | ||
| Q4 24 | $30.4M | $229.9M | ||
| Q3 24 | $25.6M | $103.8M | ||
| Q2 24 | $27.4M | $19.4M | ||
| Q1 24 | $25.3M | $8.0M |
总债务LEMD
| Q4 25 | — | $570.5M | ||
| Q3 25 | — | $577.2M | ||
| Q2 25 | — | $583.9M | ||
| Q1 25 | — | $590.5M | ||
| Q4 24 | — | $597.1M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益LEMD
| Q4 25 | $231.0M | $865.9M | ||
| Q3 25 | — | $890.7M | ||
| Q2 25 | $230.1M | $833.8M | ||
| Q1 25 | — | $789.2M | ||
| Q4 24 | $223.6M | $764.9M | ||
| Q3 24 | $226.5M | $732.5M | ||
| Q2 24 | $234.6M | $706.5M | ||
| Q1 24 | $241.6M | $856.2M |
总资产LEMD
| Q4 25 | $852.7M | $2.2B | ||
| Q3 25 | — | $2.2B | ||
| Q2 25 | $760.5M | $2.1B | ||
| Q1 25 | — | $2.0B | ||
| Q4 24 | $843.6M | $2.2B | ||
| Q3 24 | $802.5M | $2.1B | ||
| Q2 24 | $800.1M | $2.0B | ||
| Q1 24 | $811.5M | $2.2B |
负债/权益比LEMD
| Q4 25 | — | 0.66× | ||
| Q3 25 | — | 0.65× | ||
| Q2 25 | — | 0.70× | ||
| Q1 25 | — | 0.75× | ||
| Q4 24 | — | 0.78× | ||
| 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 | $-15.7M | $114.1M |
| 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× | 3.39× |
| 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LEMD
| Q4 25 | $-15.7M | $114.1M | ||
| Q3 25 | — | $137.3M | ||
| Q2 25 | $-22.5M | $137.2M | ||
| Q1 25 | — | $-117.5M | ||
| Q4 24 | $-17.1M | $133.0M | ||
| Q3 24 | $30.7M | $91.8M | ||
| Q2 24 | $-25.8M | $107.0M | ||
| Q1 24 | $93.9M | $-125.2M |
自由现金流LEMD
| Q4 25 | $-22.4M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $-30.7M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $-27.8M | — | ||
| Q3 24 | $26.0M | — | ||
| Q2 24 | $-32.6M | — | ||
| Q1 24 | $87.5M | — |
自由现金流率LEMD
| Q4 25 | -7.1% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | -11.8% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | -8.7% | — | ||
| Q3 24 | 8.2% | — | ||
| Q2 24 | -11.4% | — | ||
| Q1 24 | 17.0% | — |
资本支出强度LEMD
| Q4 25 | 2.1% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 3.2% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 3.3% | — | ||
| Q3 24 | 1.5% | — | ||
| Q2 24 | 2.4% | — | ||
| Q1 24 | 1.2% | — |
现金转化率LEMD
| Q4 25 | -3.03× | 3.39× | ||
| Q3 25 | — | 1.91× | ||
| Q2 25 | — | 3.49× | ||
| Q1 25 | — | -5.66× | ||
| Q4 24 | — | 4.36× | ||
| Q3 24 | — | 4.72× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | -31.03× |
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% |
MD
| Health Care Patient Service | $421.6M | 85% |
| Hospitals Contracts | $70.0M | 14% |
| Other | $2.2M | 0% |
