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LANDS' END, INC.（LE）与MEDICAL PROPERTIES TRUST INC（MPW）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MEDICAL PROPERTIES TRUST INC的1.2倍（$317.5M vs $270.3M），MEDICAL PROPERTIES TRUST INC净利率更高（6.5% vs 1.6%，领先4.9%），MEDICAL PROPERTIES TRUST INC同比增速更快（16.6% vs 0.1%），过去两年MEDICAL PROPERTIES TRUST INC的营收复合增速更高（-0.2% 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。
Medical Properties Trust, Inc.（MPT）是一家总部位于美国阿拉巴马州伯明翰的跨国房地产投资信托基金（REIT），主要在美欧地区收购、投资医疗保健设施与营利性医疗控股公司，资产收购多采用售后回租模式，原业主出售资产后成为其租户，租户通常需签署长期三净租赁协议。
LE vs MPW — 直观对比
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $317.5M | $270.3M |
| 净利润 | $5.2M | $17.6M |
| 毛利率 | 51.8% | 95.8% |
| 营业利润率 | 5.3% | 9.7% |
| 净利率 | 1.6% | 6.5% |
| 营收同比 | 0.1% | 16.6% |
| 净利润同比 | 198.3% | 104.3% |
| 每股收益（稀释后） | $0.17 | $0.03 |
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 | $270.3M | ||
| Q3 25 | — | $237.5M | ||
| Q2 25 | $261.2M | $240.4M | ||
| Q1 25 | — | $223.8M | ||
| Q4 24 | $318.6M | $231.8M | ||
| Q3 24 | $317.2M | $225.8M | ||
| Q2 24 | $285.5M | $266.6M | ||
| Q1 24 | $514.9M | $271.3M |
| Q4 25 | $5.2M | $17.6M | ||
| Q3 25 | — | $-77.7M | ||
| Q2 25 | $-8.3M | $-98.4M | ||
| Q1 25 | — | $-118.3M | ||
| Q4 24 | $-593.0K | $-412.3M | ||
| Q3 24 | $-5.3M | $-801.2M | ||
| Q2 24 | $-6.4M | $-320.6M | ||
| Q1 24 | $-8.6M | $-875.6M |
| Q4 25 | 51.8% | 95.8% | ||
| Q3 25 | — | — | ||
| Q2 25 | 50.8% | 91.8% | ||
| Q1 25 | — | 63.6% | ||
| Q4 24 | 50.6% | 90.9% | ||
| Q3 24 | 47.9% | 96.5% | ||
| Q2 24 | 48.7% | 98.4% | ||
| Q1 24 | 38.0% | 84.9% |
| Q4 25 | 5.3% | 9.7% | ||
| Q3 25 | — | -28.0% | ||
| Q2 25 | -0.9% | -36.7% | ||
| Q1 25 | — | -48.5% | ||
| Q4 24 | 2.9% | -173.7% | ||
| Q3 24 | 0.8% | -350.7% | ||
| Q2 24 | 0.8% | -114.5% | ||
| Q1 24 | 1.6% | -318.6% |
| Q4 25 | 1.6% | 6.5% | ||
| Q3 25 | — | -32.7% | ||
| Q2 25 | -3.2% | -40.9% | ||
| Q1 25 | — | -52.8% | ||
| Q4 24 | -0.2% | -177.8% | ||
| Q3 24 | -1.7% | -354.8% | ||
| Q2 24 | -2.3% | -120.3% | ||
| Q1 24 | -1.7% | -322.7% |
| Q4 25 | $0.17 | $0.03 | ||
| Q3 25 | — | $-0.13 | ||
| Q2 25 | $-0.27 | $-0.16 | ||
| Q1 25 | — | $-0.20 | ||
| Q4 24 | $-0.02 | $-0.68 | ||
| Q3 24 | $-0.17 | $-1.34 | ||
| Q2 24 | $-0.20 | $-0.54 | ||
| Q1 24 | $-0.27 | $-1.46 |
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 | $540.9M |
| 总债务越低越好 | — | $9.7B |
| 股东权益账面价值 | $231.0M | $4.6B |
| 总资产 | $852.7M | $15.0B |
| 负债/权益比越低杠杆越低 | — | 2.11× |
8季度趋势，按日历期对齐
| Q4 25 | $36.3M | $540.9M | ||
| Q3 25 | — | $396.6M | ||
| Q2 25 | $18.1M | $509.8M | ||
| Q1 25 | — | $673.5M | ||
| Q4 24 | $30.4M | $332.3M | ||
| Q3 24 | $25.6M | $275.6M | ||
| Q2 24 | $27.4M | $606.5M | ||
| Q1 24 | $25.3M | $224.3M |
| Q4 25 | — | $9.7B | ||
| Q3 25 | — | $9.6B | ||
| Q2 25 | — | $9.6B | ||
| Q1 25 | — | $9.5B | ||
| Q4 24 | — | $8.8B | ||
| Q3 24 | — | $9.2B | ||
| Q2 24 | — | $9.4B | ||
| Q1 24 | — | $10.1B |
| Q4 25 | $231.0M | $4.6B | ||
| Q3 25 | — | $4.7B | ||
| Q2 25 | $230.1M | $4.8B | ||
| Q1 25 | — | $4.8B | ||
| Q4 24 | $223.6M | $4.8B | ||
| Q3 24 | $226.5M | $5.4B | ||
| Q2 24 | $234.6M | $6.2B | ||
| Q1 24 | $241.6M | $6.7B |
| Q4 25 | $852.7M | $15.0B | ||
| Q3 25 | — | $14.9B | ||
| Q2 25 | $760.5M | $15.2B | ||
| Q1 25 | — | $14.9B | ||
| Q4 24 | $843.6M | $14.3B | ||
| Q3 24 | $802.5M | $15.2B | ||
| Q2 24 | $800.1M | $16.2B | ||
| Q1 24 | $811.5M | $17.3B |
| Q4 25 | — | 2.11× | ||
| Q3 25 | — | 2.06× | ||
| Q2 25 | — | 2.00× | ||
| Q1 25 | — | 1.99× | ||
| Q4 24 | — | 1.83× | ||
| Q3 24 | — | 1.69× | ||
| Q2 24 | — | 1.51× | ||
| Q1 24 | — | 1.51× |
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 | $230.8M |
| 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× | 13.11× |
| 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
| Q4 25 | $-15.7M | $230.8M | ||
| Q3 25 | — | $18.6M | ||
| Q2 25 | $-22.5M | $51.7M | ||
| Q1 25 | — | $384.0K | ||
| Q4 24 | $-17.1M | $245.5M | ||
| Q3 24 | $30.7M | $59.2M | ||
| Q2 24 | $-25.8M | $35.3M | ||
| Q1 24 | $93.9M | $74.3M |
| 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 | — |
| 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% | — |
| 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% | — |
| Q4 25 | -3.03× | 13.11× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| 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% |
MPW
暂无分部数据
