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LANDS' END, INC.（LE）与NATIONAL FUEL GAS CO（NFG）财务数据对比。点击上方公司名可切换其他公司
NATIONAL FUEL GAS CO的季度营收约是LANDS' END, INC.的1.3倍（$425.9M vs $317.5M），NATIONAL FUEL GAS CO净利率更高（35.7% vs 1.6%，领先34.1%），NATIONAL FUEL GAS CO同比增速更快（1.7% vs 0.1%），过去两年NATIONAL FUEL GAS CO的营收复合增速更高（12.1% 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。
该多元化能源企业成立于1902年，总部位于美国纽约州威廉斯维尔，总资产达62亿美元，下设勘探与生产、管道与存储、燃气集输、公用事业、能源营销五大运营板块，业务覆盖能源产业链上下游多个核心环节。
LE vs NFG — 直观对比
营收规模更大
NFG
是对方的1.3倍
$317.5M
营收增速更快
NFG
高出1.6%
0.1%
净利率更高
NFG
高出34.1%
1.6%
两年增速更快
NFG
近两年复合增速
-0.9%
损益表 — Q3 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $317.5M | $425.9M |
| 净利润 | $5.2M | $152.0M |
| 毛利率 | 51.8% | — |
| 营业利润率 | 5.3% | 81.5% |
| 净利率 | 1.6% | 35.7% |
| 营收同比 | 0.1% | 1.7% |
| 净利润同比 | 198.3% | — |
| 每股收益（稀释后） | $0.17 | $1.59 |
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LENFG
| Q1 26 | — | $425.9M | ||
| Q4 25 | $317.5M | $637.9M | ||
| Q3 25 | — | $443.1M | ||
| Q2 25 | $261.2M | $527.4M | ||
| Q1 25 | — | $734.8M | ||
| Q4 24 | $318.6M | $513.8M | ||
| Q3 24 | $317.2M | $310.0M | ||
| Q2 24 | $285.5M | $338.6M |
净利润LENFG
| Q1 26 | — | $152.0M | ||
| Q4 25 | $5.2M | $181.6M | ||
| Q3 25 | — | $107.3M | ||
| Q2 25 | $-8.3M | $149.8M | ||
| Q1 25 | — | $216.4M | ||
| Q4 24 | $-593.0K | $45.0M | ||
| Q3 24 | $-5.3M | $-167.6M | ||
| Q2 24 | $-6.4M | $-54.2M |
毛利率LENFG
| Q1 26 | — | — | ||
| Q4 25 | 51.8% | 86.6% | ||
| Q3 25 | — | — | ||
| Q2 25 | 50.8% | 94.7% | ||
| Q1 25 | — | 81.6% | ||
| Q4 24 | 50.6% | 87.3% | ||
| Q3 24 | 47.9% | — | ||
| Q2 24 | 48.7% | 98.5% |
营业利润率LENFG
| Q1 26 | — | 81.5% | ||
| Q4 25 | 5.3% | 43.3% | ||
| Q3 25 | — | 40.6% | ||
| Q2 25 | -0.9% | 43.7% | ||
| Q1 25 | — | 43.2% | ||
| Q4 24 | 2.9% | 16.8% | ||
| Q3 24 | 0.8% | -63.4% | ||
| Q2 24 | 0.8% | -15.2% |
净利率LENFG
| Q1 26 | — | 35.7% | ||
| Q4 25 | 1.6% | 28.5% | ||
| Q3 25 | — | 24.2% | ||
| Q2 25 | -3.2% | 28.4% | ||
| Q1 25 | — | 29.4% | ||
| Q4 24 | -0.2% | 8.8% | ||
| Q3 24 | -1.7% | -54.1% | ||
| Q2 24 | -2.3% | -16.0% |
每股收益（稀释后）LENFG
| Q1 26 | — | $1.59 | ||
| Q4 25 | $0.17 | $1.98 | ||
| Q3 25 | — | $1.18 | ||
| Q2 25 | $-0.27 | $1.64 | ||
| Q1 25 | — | $2.37 | ||
| Q4 24 | $-0.02 | $0.49 | ||
| Q3 24 | $-0.17 | $-1.81 | ||
| Q2 24 | $-0.20 | $-0.59 |
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 | — |
| 总债务越低越好 | — | $300.0M |
| 股东权益账面价值 | $231.0M | — |
| 总资产 | $852.7M | $9.1B |
| 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LENFG
| Q1 26 | — | — | ||
| Q4 25 | $36.3M | $271.4M | ||
| Q3 25 | — | $43.2M | ||
| Q2 25 | $18.1M | $39.3M | ||
| Q1 25 | — | $40.0M | ||
| Q4 24 | $30.4M | $48.7M | ||
| Q3 24 | $25.6M | $38.2M | ||
| Q2 24 | $27.4M | $81.4M |
总债务LENFG
| Q1 26 | — | $300.0M | ||
| Q4 25 | — | $2.7B | ||
| Q3 25 | — | $2.7B | ||
| Q2 25 | — | $2.7B | ||
| Q1 25 | — | $2.7B | ||
| Q4 24 | — | $2.7B | ||
| Q3 24 | — | $2.7B | ||
| Q2 24 | — | $2.7B |
股东权益LENFG
| Q1 26 | — | — | ||
| Q4 25 | $231.0M | $3.6B | ||
| Q3 25 | — | $3.1B | ||
| Q2 25 | $230.1M | $3.0B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | $223.6M | $-76.2M | ||
| Q3 24 | $226.5M | $-15.5M | ||
| Q2 24 | $234.6M | $5.0M |
总资产LENFG
| Q1 26 | — | $9.1B | ||
| Q4 25 | $852.7M | $9.2B | ||
| Q3 25 | — | $8.7B | ||
| Q2 25 | $760.5M | $8.4B | ||
| Q1 25 | — | $8.5B | ||
| Q4 24 | $843.6M | $8.3B | ||
| Q3 24 | $802.5M | $8.3B | ||
| Q2 24 | $800.1M | $8.5B |
负债/权益比LENFG
| Q1 26 | — | — | ||
| Q4 25 | — | 0.75× | ||
| Q3 25 | — | 0.87× | ||
| Q2 25 | — | 0.90× | ||
| Q1 25 | — | 0.99× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 532.10× |
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 | $657.3M |
| 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% | 117.0% |
| 现金转化率经营现金流/净利润 | -3.03× | 4.32× |
| 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LENFG
| Q1 26 | — | $657.3M | ||
| Q4 25 | $-15.7M | $274.9M | ||
| Q3 25 | — | $237.8M | ||
| Q2 25 | $-22.5M | $388.4M | ||
| Q1 25 | — | $253.8M | ||
| Q4 24 | $-17.1M | $220.1M | ||
| Q3 24 | $30.7M | $197.9M | ||
| Q2 24 | $-25.8M | $281.8M |
自由现金流LENFG
| Q1 26 | — | — | ||
| Q4 25 | $-22.4M | $-2.7M | ||
| Q3 25 | — | $-47.8M | ||
| Q2 25 | $-30.7M | $195.3M | ||
| Q1 25 | — | $59.9M | ||
| Q4 24 | $-27.8M | $-20.3M | ||
| Q3 24 | $26.0M | $-49.1M | ||
| Q2 24 | $-32.6M | $79.5M |
自由现金流率LENFG
| Q1 26 | — | — | ||
| Q4 25 | -7.1% | -0.4% | ||
| Q3 25 | — | -10.8% | ||
| Q2 25 | -11.8% | 37.0% | ||
| Q1 25 | — | 8.2% | ||
| Q4 24 | -8.7% | -4.0% | ||
| Q3 24 | 8.2% | -15.8% | ||
| Q2 24 | -11.4% | 23.5% |
资本支出强度LENFG
| Q1 26 | — | 117.0% | ||
| Q4 25 | 2.1% | 43.5% | ||
| Q3 25 | — | 64.4% | ||
| Q2 25 | 3.2% | 36.6% | ||
| Q1 25 | — | 26.4% | ||
| Q4 24 | 3.3% | 46.8% | ||
| Q3 24 | 1.5% | 79.7% | ||
| Q2 24 | 2.4% | 59.7% |
现金转化率LENFG
| Q1 26 | — | 4.32× | ||
| Q4 25 | -3.03× | 1.51× | ||
| Q3 25 | — | 2.21× | ||
| Q2 25 | — | 2.59× | ||
| Q1 25 | — | 1.17× | ||
| Q4 24 | — | 4.89× | ||
| Q3 24 | — | — | ||
| Q2 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% |
NFG
| Revenues from External Customers | $425.8M | 100% |
| Intersegment Revenues | $126.0K | 0% |
