vs
LANDS' END, INC.（LE）与NORTHERN OIL & GAS, INC.（NOG）财务数据对比。点击上方公司名可切换其他公司
NORTHERN OIL & GAS, INC.的季度营收约是LANDS' END, INC.的1.9倍（$610.2M vs $317.5M），LANDS' END, INC.净利率更高（1.6% vs -11.6%，领先13.2%），LANDS' END, INC.同比增速更快（0.1% vs -72.6%），NORTHERN OIL & GAS, INC.自由现金流更多（$43.2M vs $-22.4M），过去两年NORTHERN OIL & GAS, INC.的营收复合增速更高（4.3% 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。
Marathon Oil Corporation是一家美国油气勘探开发企业，核心业务涵盖油气资源的勘探、开采与运营，2024年11月被康菲石油收购，相关业务与资产已并入康菲石油体系。
LE vs NOG — 直观对比
营收规模更大
NOG
是对方的1.9倍
$317.5M
营收增速更快
LE
高出72.7%
-72.6%
净利率更高
LE
高出13.2%
-11.6%
自由现金流更多
NOG
多$65.6M
$-22.4M
两年增速更快
NOG
近两年复合增速
-0.9%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $317.5M | $610.2M |
| 净利润 | $5.2M | $-70.7M |
| 毛利率 | 51.8% | — |
| 营业利润率 | 5.3% | — |
| 净利率 | 1.6% | -11.6% |
| 营收同比 | 0.1% | -72.6% |
| 净利润同比 | 198.3% | -198.7% |
| 每股收益（稀释后） | $0.17 | $-0.73 |
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LENOG
| Q1 26 | — | $610.2M | ||
| Q4 25 | $317.5M | $610.2M | ||
| Q3 25 | — | $556.6M | ||
| Q2 25 | $261.2M | $706.8M | ||
| Q1 25 | — | $602.1M | ||
| Q4 24 | $318.6M | $515.0M | ||
| Q3 24 | $317.2M | $753.6M | ||
| Q2 24 | $285.5M | $560.8M |
净利润LENOG
| Q1 26 | — | $-70.7M | ||
| Q4 25 | $5.2M | $-70.7M | ||
| Q3 25 | — | $-129.1M | ||
| Q2 25 | $-8.3M | $99.6M | ||
| Q1 25 | — | $139.0M | ||
| Q4 24 | $-593.0K | $71.7M | ||
| Q3 24 | $-5.3M | $298.4M | ||
| Q2 24 | $-6.4M | $138.6M |
毛利率LENOG
| Q1 26 | — | — | ||
| Q4 25 | 51.8% | 80.4% | ||
| Q3 25 | — | 78.7% | ||
| Q2 25 | 50.8% | 82.8% | ||
| Q1 25 | — | 81.1% | ||
| Q4 24 | 50.6% | 77.4% | ||
| Q3 24 | 47.9% | 85.8% | ||
| Q2 24 | 48.7% | 82.0% |
营业利润率LENOG
| Q1 26 | — | — | ||
| Q4 25 | 5.3% | -5.5% | ||
| Q3 25 | — | -22.6% | ||
| Q2 25 | -0.9% | 24.9% | ||
| Q1 25 | — | 38.1% | ||
| Q4 24 | 2.9% | 25.8% | ||
| Q3 24 | 0.8% | 57.6% | ||
| Q2 24 | 0.8% | 39.0% |
净利率LENOG
| Q1 26 | — | -11.6% | ||
| Q4 25 | 1.6% | -11.6% | ||
| Q3 25 | — | -23.2% | ||
| Q2 25 | -3.2% | 14.1% | ||
| Q1 25 | — | 23.1% | ||
| Q4 24 | -0.2% | 13.9% | ||
| Q3 24 | -1.7% | 39.6% | ||
| Q2 24 | -2.3% | 24.7% |
每股收益（稀释后）LENOG
| Q1 26 | — | $-0.73 | ||
| Q4 25 | $0.17 | $-0.67 | ||
| Q3 25 | — | $-1.33 | ||
| Q2 25 | $-0.27 | $1.00 | ||
| Q1 25 | — | $1.39 | ||
| Q4 24 | $-0.02 | $0.71 | ||
| Q3 24 | $-0.17 | $2.96 | ||
| Q2 24 | $-0.20 | $1.36 |
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 | $14.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $231.0M | $2.1B |
| 总资产 | $852.7M | $5.4B |
| 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LENOG
| Q1 26 | — | $14.3M | ||
| Q4 25 | $36.3M | $14.3M | ||
| Q3 25 | — | $31.6M | ||
| Q2 25 | $18.1M | $25.9M | ||
| Q1 25 | — | $33.6M | ||
| Q4 24 | $30.4M | $8.9M | ||
| Q3 24 | $25.6M | $34.4M | ||
| Q2 24 | $27.4M | $7.8M |
总债务LENOG
| Q1 26 | — | — | ||
| Q4 25 | — | $2.4B | ||
| Q3 25 | — | $2.3B | ||
| Q2 25 | — | $2.4B | ||
| Q1 25 | — | $2.3B | ||
| Q4 24 | — | $2.4B | ||
| Q3 24 | — | $2.0B | ||
| Q2 24 | — | $1.9B |
股东权益LENOG
| Q1 26 | — | $2.1B | ||
| Q4 25 | $231.0M | $2.1B | ||
| Q3 25 | — | $2.2B | ||
| Q2 25 | $230.1M | $2.4B | ||
| Q1 25 | — | $2.4B | ||
| Q4 24 | $223.6M | $2.3B | ||
| Q3 24 | $226.5M | $2.3B | ||
| Q2 24 | $234.6M | $2.1B |
总资产LENOG
| Q1 26 | — | $5.4B | ||
| Q4 25 | $852.7M | $5.4B | ||
| Q3 25 | — | $5.5B | ||
| Q2 25 | $760.5M | $5.7B | ||
| Q1 25 | — | $5.7B | ||
| Q4 24 | $843.6M | $5.6B | ||
| Q3 24 | $802.5M | $5.1B | ||
| Q2 24 | $800.1M | $4.7B |
负债/权益比LENOG
| Q1 26 | — | — | ||
| Q4 25 | — | 1.13× | ||
| Q3 25 | — | 1.05× | ||
| Q2 25 | — | 0.98× | ||
| Q1 25 | — | 0.96× | ||
| Q4 24 | — | 1.02× | ||
| Q3 24 | — | 0.84× | ||
| Q2 24 | — | 0.91× |
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 | $312.6M |
| 自由现金流经营现金流 - 资本支出 | $-22.4M | $43.2M |
| 自由现金流率自由现金流/营收 | -7.1% | 7.1% |
| 资本支出强度资本支出/营收 | 2.1% | 31.5% |
| 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 | — |
8季度趋势，按日历期对齐
经营现金流LENOG
| Q1 26 | — | $312.6M | ||
| Q4 25 | $-15.7M | $312.6M | ||
| Q3 25 | — | $423.1M | ||
| Q2 25 | $-22.5M | $362.1M | ||
| Q1 25 | — | $407.4M | ||
| Q4 24 | $-17.1M | $290.3M | ||
| Q3 24 | $30.7M | $385.8M | ||
| Q2 24 | $-25.8M | $340.5M |
自由现金流LENOG
| Q1 26 | — | $43.2M | ||
| Q4 25 | $-22.4M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $-30.7M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $-27.8M | — | ||
| Q3 24 | $26.0M | — | ||
| Q2 24 | $-32.6M | — |
自由现金流率LENOG
| Q1 26 | — | 7.1% | ||
| Q4 25 | -7.1% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | -11.8% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | -8.7% | — | ||
| Q3 24 | 8.2% | — | ||
| Q2 24 | -11.4% | — |
资本支出强度LENOG
| Q1 26 | — | 31.5% | ||
| Q4 25 | 2.1% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 3.2% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 3.3% | — | ||
| Q3 24 | 1.5% | — | ||
| Q2 24 | 2.4% | — |
现金转化率LENOG
| Q1 26 | — | — | ||
| Q4 25 | -3.03× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 3.64× | ||
| Q1 25 | — | 2.93× | ||
| Q4 24 | — | 4.05× | ||
| Q3 24 | — | 1.29× | ||
| 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% |
NOG
| Oil and Gas Sales | $447.7M | 73% |
| Gain on Commodity Derivatives, Net | $159.3M | 26% |
| Other Revenue | $3.1M | 1% |
