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LANDS' END, INC.（LE）与MACOM Technology Solutions Holdings, Inc.（MTSI）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MACOM Technology Solutions Holdings, Inc.的1.2倍（$317.5M vs $271.6M），MACOM Technology Solutions Holdings, Inc.净利率更高（18.0% vs 1.6%，领先16.3%），MACOM Technology Solutions Holdings, Inc.同比增速更快（24.5% vs 0.1%），MACOM Technology Solutions Holdings, Inc.自由现金流更多（$30.0M vs $-22.4M），过去两年MACOM Technology Solutions Holdings, Inc.的营收复合增速更高（22.4% 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。
MACOM是美国知名的射频、微波及毫米波半导体器件与组件研发生产商，总部位于马萨诸塞州洛厄尔，2005年曾是当地规模最大的私营雇主。公司已通过ISO9001国际质量体系认证及ISO14001环境管理体系认证，在北美、欧洲、亚洲及澳大利亚均设有设计中心与销售办事处。
LE vs MTSI — 直观对比
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $317.5M | $271.6M |
| 净利润 | $5.2M | $48.8M |
| 毛利率 | 51.8% | 55.9% |
| 营业利润率 | 5.3% | 15.9% |
| 净利率 | 1.6% | 18.0% |
| 营收同比 | 0.1% | 24.5% |
| 净利润同比 | 198.3% | 129.1% |
| 每股收益（稀释后） | $0.17 | $0.64 |
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
| Q1 26 | — | $271.6M | ||
| Q4 25 | $317.5M | $261.2M | ||
| Q3 25 | — | $252.1M | ||
| Q2 25 | $261.2M | $235.9M | ||
| Q1 25 | — | $218.1M | ||
| Q4 24 | $318.6M | — | ||
| Q3 24 | $317.2M | $200.7M | ||
| Q2 24 | $285.5M | $190.5M |
| Q1 26 | — | $48.8M | ||
| Q4 25 | $5.2M | $45.1M | ||
| Q3 25 | — | $36.5M | ||
| Q2 25 | $-8.3M | $31.7M | ||
| Q1 25 | — | $-167.5M | ||
| Q4 24 | $-593.0K | — | ||
| Q3 24 | $-5.3M | $29.4M | ||
| Q2 24 | $-6.4M | $19.9M |
| Q1 26 | — | 55.9% | ||
| Q4 25 | 51.8% | 54.5% | ||
| Q3 25 | — | 55.3% | ||
| Q2 25 | 50.8% | 55.2% | ||
| Q1 25 | — | 53.7% | ||
| Q4 24 | 50.6% | — | ||
| Q3 24 | 47.9% | 54.7% | ||
| Q2 24 | 48.7% | 53.2% |
| Q1 26 | — | 15.9% | ||
| Q4 25 | 5.3% | 15.2% | ||
| Q3 25 | — | 14.9% | ||
| Q2 25 | -0.9% | 14.8% | ||
| Q1 25 | — | 8.0% | ||
| Q4 24 | 2.9% | — | ||
| Q3 24 | 0.8% | 13.7% | ||
| Q2 24 | 0.8% | 10.4% |
| Q1 26 | — | 18.0% | ||
| Q4 25 | 1.6% | 17.3% | ||
| Q3 25 | — | 14.5% | ||
| Q2 25 | -3.2% | 13.4% | ||
| Q1 25 | — | -76.8% | ||
| Q4 24 | -0.2% | — | ||
| Q3 24 | -1.7% | 14.7% | ||
| Q2 24 | -2.3% | 10.5% |
| Q1 26 | — | $0.64 | ||
| Q4 25 | $0.17 | $0.67 | ||
| Q3 25 | — | $0.48 | ||
| Q2 25 | $-0.27 | $0.42 | ||
| Q1 25 | — | $-2.30 | ||
| Q4 24 | $-0.02 | — | ||
| Q3 24 | $-0.17 | $0.40 | ||
| Q2 24 | $-0.20 | $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 | $768.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $231.0M | $1.4B |
| 总资产 | $852.7M | $2.1B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q1 26 | — | $768.5M | ||
| Q4 25 | $36.3M | $786.0M | ||
| Q3 25 | — | $735.2M | ||
| Q2 25 | $18.1M | $681.5M | ||
| Q1 25 | — | $656.5M | ||
| Q4 24 | $30.4M | — | ||
| Q3 24 | $25.6M | $581.9M | ||
| Q2 24 | $27.4M | $521.5M |
| Q1 26 | — | $1.4B | ||
| Q4 25 | $231.0M | $1.3B | ||
| Q3 25 | — | $1.3B | ||
| Q2 25 | $230.1M | $1.2B | ||
| Q1 25 | — | $1.2B | ||
| Q4 24 | $223.6M | — | ||
| Q3 24 | $226.5M | $1.1B | ||
| Q2 24 | $234.6M | $1.1B |
| Q1 26 | — | $2.1B | ||
| Q4 25 | $852.7M | $2.1B | ||
| Q3 25 | — | $2.0B | ||
| Q2 25 | $760.5M | $1.9B | ||
| Q1 25 | — | $1.8B | ||
| Q4 24 | $843.6M | — | ||
| Q3 24 | $802.5M | $1.8B | ||
| Q2 24 | $800.1M | $1.7B |
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 | $42.9M |
| 自由现金流经营现金流 - 资本支出 | $-22.4M | $30.0M |
| 自由现金流率自由现金流/营收 | -7.1% | 11.0% |
| 资本支出强度资本支出/营收 | 2.1% | 4.8% |
| 现金转化率经营现金流/净利润 | -3.03× | 0.88× |
| 过去12个月自由现金流最近4个季度 | $-55.0M | $161.5M |
8季度趋势，按日历期对齐
| Q1 26 | — | $42.9M | ||
| Q4 25 | $-15.7M | $69.6M | ||
| Q3 25 | — | $60.4M | ||
| Q2 25 | $-22.5M | $38.7M | ||
| Q1 25 | — | $66.7M | ||
| Q4 24 | $-17.1M | — | ||
| Q3 24 | $30.7M | $62.3M | ||
| Q2 24 | $-25.8M | $49.0M |
| Q1 26 | — | $30.0M | ||
| Q4 25 | $-22.4M | $49.4M | ||
| Q3 25 | — | $51.6M | ||
| Q2 25 | $-30.7M | $30.5M | ||
| Q1 25 | — | $61.3M | ||
| Q4 24 | $-27.8M | — | ||
| Q3 24 | $26.0M | $57.1M | ||
| Q2 24 | $-32.6M | $41.5M |
| Q1 26 | — | 11.0% | ||
| Q4 25 | -7.1% | 18.9% | ||
| Q3 25 | — | 20.5% | ||
| Q2 25 | -11.8% | 12.9% | ||
| Q1 25 | — | 28.1% | ||
| Q4 24 | -8.7% | — | ||
| Q3 24 | 8.2% | 28.5% | ||
| Q2 24 | -11.4% | 21.8% |
| Q1 26 | — | 4.8% | ||
| Q4 25 | 2.1% | 7.7% | ||
| Q3 25 | — | 3.5% | ||
| Q2 25 | 3.2% | 3.5% | ||
| Q1 25 | — | 2.4% | ||
| Q4 24 | 3.3% | — | ||
| Q3 24 | 1.5% | 2.6% | ||
| Q2 24 | 2.4% | 3.9% |
| Q1 26 | — | 0.88× | ||
| Q4 25 | -3.03× | 1.54× | ||
| Q3 25 | — | 1.65× | ||
| Q2 25 | — | 1.22× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 2.12× | ||
| Q2 24 | — | 2.46× |
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% |
MTSI
| Industrial Defense | $117.7M | 43% |
| Data Center | $85.8M | 32% |
| Telecom | $68.1M | 25% |
