vs
LANDS' END, INC.（LE）与OFG BANCORP（OFG）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OFG BANCORP的1.7倍（$317.5M vs $184.3M），OFG BANCORP净利率更高（30.3% vs 1.6%，领先28.7%），OFG BANCORP同比增速更快（0.9% vs 0.1%），OFG BANCORP自由现金流更多（$199.3M vs $-22.4M），过去两年OFG BANCORP的营收复合增速更高（2.8% 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。
OFG Bancorp成立于1964年，总部位于波多黎各圣胡安，是东方银行的金融控股公司。公司通过东方银行、东方金融服务有限责任公司、东方保险有限责任公司等核心子公司，主要面向波多黎各和美属维尔京群岛市场，提供多元化的零售与商业银行、贷款、财富管理相关产品、服务及技术解决方案。
LE vs OFG — 直观对比
营收规模更大
LE
是对方的1.7倍
$184.3M
营收增速更快
OFG
高出0.8%
0.1%
净利率更高
OFG
高出28.7%
1.6%
自由现金流更多
OFG
多$221.8M
$-22.4M
两年增速更快
OFG
近两年复合增速
-0.9%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $317.5M | $184.3M |
| 净利润 | $5.2M | $55.9M |
| 毛利率 | 51.8% | — |
| 营业利润率 | 5.3% | 25.7% |
| 净利率 | 1.6% | 30.3% |
| 营收同比 | 0.1% | 0.9% |
| 净利润同比 | 198.3% | 11.0% |
| 每股收益（稀释后） | $0.17 | $1.27 |
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LEOFG
| Q4 25 | $317.5M | $184.3M | ||
| Q3 25 | — | $186.2M | ||
| Q2 25 | $261.2M | $182.4M | ||
| Q1 25 | — | $178.6M | ||
| Q4 24 | $318.6M | $182.7M | ||
| Q3 24 | $317.2M | $174.7M | ||
| Q2 24 | $285.5M | $179.8M | ||
| Q1 24 | $514.9M | $174.4M |
净利润LEOFG
| Q4 25 | $5.2M | $55.9M | ||
| Q3 25 | — | $51.8M | ||
| Q2 25 | $-8.3M | $51.8M | ||
| Q1 25 | — | $45.6M | ||
| Q4 24 | $-593.0K | $50.3M | ||
| Q3 24 | $-5.3M | $47.0M | ||
| Q2 24 | $-6.4M | $51.1M | ||
| Q1 24 | $-8.6M | $49.7M |
毛利率LEOFG
| Q4 25 | 51.8% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 50.8% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 50.6% | — | ||
| Q3 24 | 47.9% | — | ||
| Q2 24 | 48.7% | — | ||
| Q1 24 | 38.0% | — |
营业利润率LEOFG
| Q4 25 | 5.3% | 25.7% | ||
| Q3 25 | — | 33.0% | ||
| Q2 25 | -0.9% | 36.1% | ||
| Q1 25 | — | 33.3% | ||
| Q4 24 | 2.9% | 28.9% | ||
| Q3 24 | 0.8% | 35.4% | ||
| Q2 24 | 0.8% | 39.6% | ||
| Q1 24 | 1.6% | 38.9% |
净利率LEOFG
| Q4 25 | 1.6% | 30.3% | ||
| Q3 25 | — | 27.8% | ||
| Q2 25 | -3.2% | 28.4% | ||
| Q1 25 | — | 25.5% | ||
| Q4 24 | -0.2% | 27.6% | ||
| Q3 24 | -1.7% | 26.9% | ||
| Q2 24 | -2.3% | 28.4% | ||
| Q1 24 | -1.7% | 28.5% |
每股收益（稀释后）LEOFG
| Q4 25 | $0.17 | $1.27 | ||
| Q3 25 | — | $1.16 | ||
| Q2 25 | $-0.27 | $1.15 | ||
| Q1 25 | — | $1.00 | ||
| Q4 24 | $-0.02 | $1.10 | ||
| Q3 24 | $-0.17 | $1.00 | ||
| Q2 24 | $-0.20 | $1.08 | ||
| Q1 24 | $-0.27 | $1.05 |
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 | $1.0B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $231.0M | $1.4B |
| 总资产 | $852.7M | $12.5B |
| 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LEOFG
| Q4 25 | $36.3M | $1.0B | ||
| Q3 25 | — | $740.3M | ||
| Q2 25 | $18.1M | $851.8M | ||
| Q1 25 | — | $710.6M | ||
| Q4 24 | $30.4M | $591.1M | ||
| Q3 24 | $25.6M | $680.6M | ||
| Q2 24 | $27.4M | $740.4M | ||
| Q1 24 | $25.3M | $754.4M |
股东权益LEOFG
| Q4 25 | $231.0M | $1.4B | ||
| Q3 25 | — | $1.4B | ||
| Q2 25 | $230.1M | $1.3B | ||
| Q1 25 | — | $1.3B | ||
| Q4 24 | $223.6M | $1.3B | ||
| Q3 24 | $226.5M | $1.3B | ||
| Q2 24 | $234.6M | $1.2B | ||
| Q1 24 | $241.6M | $1.2B |
总资产LEOFG
| Q4 25 | $852.7M | $12.5B | ||
| Q3 25 | — | $12.2B | ||
| Q2 25 | $760.5M | $12.2B | ||
| Q1 25 | — | $11.7B | ||
| Q4 24 | $843.6M | $11.5B | ||
| Q3 24 | $802.5M | $11.5B | ||
| Q2 24 | $800.1M | $11.3B | ||
| Q1 24 | $811.5M | $11.2B |
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 | $217.7M |
| 自由现金流经营现金流 - 资本支出 | $-22.4M | $199.3M |
| 自由现金流率自由现金流/营收 | -7.1% | 108.1% |
| 资本支出强度资本支出/营收 | 2.1% | 10.0% |
| 现金转化率经营现金流/净利润 | -3.03× | 3.90× |
| 过去12个月自由现金流最近4个季度 | $-55.0M | $345.4M |
8季度趋势，按日历期对齐
经营现金流LEOFG
| Q4 25 | $-15.7M | $217.7M | ||
| Q3 25 | — | $39.5M | ||
| Q2 25 | $-22.5M | $35.9M | ||
| Q1 25 | — | $83.1M | ||
| Q4 24 | $-17.1M | $252.5M | ||
| Q3 24 | $30.7M | $58.1M | ||
| Q2 24 | $-25.8M | $95.1M | ||
| Q1 24 | $93.9M | $61.0M |
自由现金流LEOFG
| Q4 25 | $-22.4M | $199.3M | ||
| Q3 25 | — | $35.5M | ||
| Q2 25 | $-30.7M | $31.8M | ||
| Q1 25 | — | $78.7M | ||
| Q4 24 | $-27.8M | $231.2M | ||
| Q3 24 | $26.0M | $51.8M | ||
| Q2 24 | $-32.6M | $90.4M | ||
| Q1 24 | $87.5M | $54.8M |
自由现金流率LEOFG
| Q4 25 | -7.1% | 108.1% | ||
| Q3 25 | — | 19.1% | ||
| Q2 25 | -11.8% | 17.4% | ||
| Q1 25 | — | 44.1% | ||
| Q4 24 | -8.7% | 126.5% | ||
| Q3 24 | 8.2% | 29.6% | ||
| Q2 24 | -11.4% | 50.3% | ||
| Q1 24 | 17.0% | 31.4% |
资本支出强度LEOFG
| Q4 25 | 2.1% | 10.0% | ||
| Q3 25 | — | 2.1% | ||
| Q2 25 | 3.2% | 2.3% | ||
| Q1 25 | — | 2.4% | ||
| Q4 24 | 3.3% | 11.7% | ||
| Q3 24 | 1.5% | 3.6% | ||
| Q2 24 | 2.4% | 2.6% | ||
| Q1 24 | 1.2% | 3.5% |
现金转化率LEOFG
| Q4 25 | -3.03× | 3.90× | ||
| Q3 25 | — | 0.76× | ||
| Q2 25 | — | 0.69× | ||
| Q1 25 | — | 1.82× | ||
| Q4 24 | — | 5.02× | ||
| Q3 24 | — | 1.24× | ||
| Q2 24 | — | 1.86× | ||
| Q1 24 | — | 1.23× |
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% |
OFG
暂无分部数据
