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LANDS' END, INC.（LE）与MongoDB, Inc.（MDB）财务数据对比。点击上方公司名可切换其他公司
MongoDB, Inc.的季度营收约是LANDS' END, INC.的2.0倍（$628.3M vs $317.5M），LANDS' END, INC.净利率更高（1.6% vs -0.3%，领先1.9%），MongoDB, Inc.同比增速更快（18.7% vs 0.1%），MongoDB, Inc.自由现金流更多（$141.8M vs $-22.4M），过去两年MongoDB, Inc.的营收复合增速更高（17.1% 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。
MongoDB Inc.是美国软件企业，核心业务为开发面向非结构化数据的数据库引擎MongoDB并提供相关商用技术支持。该产品脱胎于NoSQL数据库，后续新增ACID事务等能力，功能覆盖场景持续拓展，可充分满足全球企业级客户的多元需求。
LE vs MDB — 直观对比
营收规模更大
MDB
是对方的2.0倍
$317.5M
营收增速更快
MDB
高出18.6%
0.1%
净利率更高
LE
高出1.9%
-0.3%
自由现金流更多
MDB
多$164.3M
$-22.4M
两年增速更快
MDB
近两年复合增速
-0.9%
损益表 — Q3 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $317.5M | $628.3M |
| 净利润 | $5.2M | $-2.0M |
| 毛利率 | 51.8% | 71.5% |
| 营业利润率 | 5.3% | -2.9% |
| 净利率 | 1.6% | -0.3% |
| 营收同比 | 0.1% | 18.7% |
| 净利润同比 | 198.3% | 79.5% |
| 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
营收LEMDB
| Q4 25 | $317.5M | $628.3M | ||
| Q3 25 | — | $591.4M | ||
| Q2 25 | $261.2M | $549.0M | ||
| Q1 25 | — | $548.4M | ||
| Q4 24 | $318.6M | $529.4M | ||
| Q3 24 | $317.2M | $478.1M | ||
| Q2 24 | $285.5M | $450.6M | ||
| Q1 24 | $514.9M | $458.0M |
净利润LEMDB
| Q4 25 | $5.2M | $-2.0M | ||
| Q3 25 | — | $-47.0M | ||
| Q2 25 | $-8.3M | $-37.6M | ||
| Q1 25 | — | $15.8M | ||
| Q4 24 | $-593.0K | $-9.8M | ||
| Q3 24 | $-5.3M | $-54.5M | ||
| Q2 24 | $-6.4M | $-80.6M | ||
| Q1 24 | $-8.6M | $-55.5M |
毛利率LEMDB
| Q4 25 | 51.8% | 71.5% | ||
| Q3 25 | — | 71.0% | ||
| Q2 25 | 50.8% | 71.2% | ||
| Q1 25 | — | 72.8% | ||
| Q4 24 | 50.6% | 74.4% | ||
| Q3 24 | 47.9% | 73.2% | ||
| Q2 24 | 48.7% | 72.8% | ||
| Q1 24 | 38.0% | 75.0% |
营业利润率LEMDB
| Q4 25 | 5.3% | -2.9% | ||
| Q3 25 | — | -11.0% | ||
| Q2 25 | -0.9% | -9.8% | ||
| Q1 25 | — | -3.4% | ||
| Q4 24 | 2.9% | -5.3% | ||
| Q3 24 | 0.8% | -14.9% | ||
| Q2 24 | 0.8% | -21.8% | ||
| Q1 24 | 1.6% | -15.5% |
净利率LEMDB
| Q4 25 | 1.6% | -0.3% | ||
| Q3 25 | — | -8.0% | ||
| Q2 25 | -3.2% | -6.9% | ||
| Q1 25 | — | 2.9% | ||
| Q4 24 | -0.2% | -1.8% | ||
| Q3 24 | -1.7% | -11.4% | ||
| Q2 24 | -2.3% | -17.9% | ||
| Q1 24 | -1.7% | -12.1% |
每股收益（稀释后）LEMDB
| 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 | $834.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $231.0M | $2.9B |
| 总资产 | $852.7M | $3.6B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资LEMDB
| Q4 25 | $36.3M | $834.1M | ||
| Q3 25 | — | $647.1M | ||
| Q2 25 | $18.1M | $657.8M | ||
| Q1 25 | — | $490.1M | ||
| Q4 24 | $30.4M | $673.1M | ||
| Q3 24 | $25.6M | $1.3B | ||
| Q2 24 | $27.4M | $815.7M | ||
| Q1 24 | $25.3M | $803.0M |
股东权益LEMDB
| Q4 25 | $231.0M | $2.9B | ||
| Q3 25 | — | $2.9B | ||
| Q2 25 | $230.1M | $3.0B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | $223.6M | $1.5B | ||
| Q3 24 | $226.5M | $1.4B | ||
| Q2 24 | $234.6M | $1.3B | ||
| Q1 24 | $241.6M | $1.1B |
总资产LEMDB
| Q4 25 | $852.7M | $3.6B | ||
| Q3 25 | — | $3.5B | ||
| Q2 25 | $760.5M | $3.6B | ||
| Q1 25 | — | $3.4B | ||
| Q4 24 | $843.6M | $3.2B | ||
| Q3 24 | $802.5M | $3.1B | ||
| Q2 24 | $800.1M | $3.0B | ||
| Q1 24 | $811.5M | $2.9B |
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 | $143.5M |
| 自由现金流经营现金流 - 资本支出 | $-22.4M | $141.8M |
| 自由现金流率自由现金流/营收 | -7.1% | 22.6% |
| 资本支出强度资本支出/营收 | 2.1% | 0.3% |
| 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 | $346.3M |
8季度趋势，按日历期对齐
经营现金流LEMDB
| Q4 25 | $-15.7M | $143.5M | ||
| Q3 25 | — | $72.1M | ||
| Q2 25 | $-22.5M | $109.9M | ||
| Q1 25 | — | $50.5M | ||
| Q4 24 | $-17.1M | $37.4M | ||
| Q3 24 | $30.7M | $-1.4M | ||
| Q2 24 | $-25.8M | $63.6M | ||
| Q1 24 | $93.9M | $54.6M |
自由现金流LEMDB
| Q4 25 | $-22.4M | $141.8M | ||
| Q3 25 | — | $71.6M | ||
| Q2 25 | $-30.7M | $108.3M | ||
| Q1 25 | — | $24.6M | ||
| Q4 24 | $-27.8M | $35.5M | ||
| Q3 24 | $26.0M | $-2.4M | ||
| Q2 24 | $-32.6M | $63.1M | ||
| Q1 24 | $87.5M | $51.9M |
自由现金流率LEMDB
| Q4 25 | -7.1% | 22.6% | ||
| Q3 25 | — | 12.1% | ||
| Q2 25 | -11.8% | 19.7% | ||
| Q1 25 | — | 4.5% | ||
| Q4 24 | -8.7% | 6.7% | ||
| Q3 24 | 8.2% | -0.5% | ||
| Q2 24 | -11.4% | 14.0% | ||
| Q1 24 | 17.0% | 11.3% |
资本支出强度LEMDB
| Q4 25 | 2.1% | 0.3% | ||
| Q3 25 | — | 0.1% | ||
| Q2 25 | 3.2% | 0.3% | ||
| Q1 25 | — | 4.7% | ||
| Q4 24 | 3.3% | 0.4% | ||
| Q3 24 | 1.5% | 0.2% | ||
| Q2 24 | 2.4% | 0.1% | ||
| Q1 24 | 1.2% | 0.6% |
现金转化率LEMDB
| Q4 25 | -3.03× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 3.19× | ||
| 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% |
MDB
| Mongo DB Atlas Related | $470.4M | 75% |
| Other Subscription | $138.7M | 22% |
| Services | $19.2M | 3% |
