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LANDS' END, INC.（LE）与Orthofix Medical Inc.（OFIX）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Orthofix Medical Inc.的1.4倍（$317.5M vs $219.9M），LANDS' END, INC.净利率更高（1.6% vs -1.0%，领先2.6%），Orthofix Medical Inc.同比增速更快（2.0% vs 0.1%），Orthofix Medical Inc.自由现金流更多（$16.8M vs $-22.4M），过去两年Orthofix Medical Inc.的营收复合增速更高（8.0% 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。
Orthofix医疗是全球知名骨科医疗器械企业，专注于研发、生产及销售脊柱植入物、骨科创伤产品、骨生长刺激治疗设备及再生医疗产品，服务全球多地的骨科医师与医疗机构，致力于提升肌肉骨骼疾病患者的诊疗效果。
LE vs OFIX — 直观对比
营收规模更大
LE
是对方的1.4倍
$219.9M
营收增速更快
OFIX
高出1.9%
0.1%
净利率更高
LE
高出2.6%
-1.0%
自由现金流更多
OFIX
多$39.3M
$-22.4M
两年增速更快
OFIX
近两年复合增速
-0.9%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $317.5M | $219.9M |
| 净利润 | $5.2M | $-2.2M |
| 毛利率 | 51.8% | 71.1% |
| 营业利润率 | 5.3% | 0.2% |
| 净利率 | 1.6% | -1.0% |
| 营收同比 | 0.1% | 2.0% |
| 净利润同比 | 198.3% | 92.4% |
| 每股收益（稀释后） | $0.17 | $-0.05 |
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LEOFIX
| Q4 25 | $317.5M | $219.9M | ||
| Q3 25 | — | $205.6M | ||
| Q2 25 | $261.2M | $203.1M | ||
| Q1 25 | — | $193.6M | ||
| Q4 24 | $318.6M | $215.7M | ||
| Q3 24 | $317.2M | $196.6M | ||
| Q2 24 | $285.5M | $198.6M | ||
| Q1 24 | $514.9M | $188.6M |
净利润LEOFIX
| Q4 25 | $5.2M | $-2.2M | ||
| Q3 25 | — | $-22.8M | ||
| Q2 25 | $-8.3M | $-14.1M | ||
| Q1 25 | — | $-53.1M | ||
| Q4 24 | $-593.0K | $-29.1M | ||
| Q3 24 | $-5.3M | $-27.4M | ||
| Q2 24 | $-6.4M | $-33.4M | ||
| Q1 24 | $-8.6M | $-36.0M |
毛利率LEOFIX
| Q4 25 | 51.8% | 71.1% | ||
| Q3 25 | — | 72.2% | ||
| Q2 25 | 50.8% | 68.7% | ||
| Q1 25 | — | 62.8% | ||
| Q4 24 | 50.6% | 69.0% | ||
| Q3 24 | 47.9% | 68.7% | ||
| Q2 24 | 48.7% | 67.8% | ||
| Q1 24 | 38.0% | 67.5% |
营业利润率LEOFIX
| Q4 25 | 5.3% | 0.2% | ||
| Q3 25 | — | -8.3% | ||
| Q2 25 | -0.9% | -7.9% | ||
| Q1 25 | — | -25.2% | ||
| Q4 24 | 2.9% | -5.3% | ||
| Q3 24 | 0.8% | -9.6% | ||
| Q2 24 | 0.8% | -12.5% | ||
| Q1 24 | 1.6% | -15.6% |
净利率LEOFIX
| Q4 25 | 1.6% | -1.0% | ||
| Q3 25 | — | -11.1% | ||
| Q2 25 | -3.2% | -6.9% | ||
| Q1 25 | — | -27.4% | ||
| Q4 24 | -0.2% | -13.5% | ||
| Q3 24 | -1.7% | -13.9% | ||
| Q2 24 | -2.3% | -16.8% | ||
| Q1 24 | -1.7% | -19.1% |
每股收益（稀释后）LEOFIX
| Q4 25 | $0.17 | $-0.05 | ||
| Q3 25 | — | $-0.57 | ||
| Q2 25 | $-0.27 | $-0.36 | ||
| Q1 25 | — | $-1.35 | ||
| Q4 24 | $-0.02 | $-0.76 | ||
| Q3 24 | $-0.17 | $-0.71 | ||
| Q2 24 | $-0.20 | $-0.88 | ||
| Q1 24 | $-0.27 | $-0.95 |
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 | $82.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $231.0M | $450.0M |
| 总资产 | $852.7M | $850.6M |
| 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LEOFIX
| Q4 25 | $36.3M | $82.0M | ||
| Q3 25 | — | $62.9M | ||
| Q2 25 | $18.1M | $65.6M | ||
| Q1 25 | — | $58.0M | ||
| Q4 24 | $30.4M | $83.2M | ||
| Q3 24 | $25.6M | $30.1M | ||
| Q2 24 | $27.4M | $26.4M | ||
| Q1 24 | $25.3M | $27.0M |
总债务LEOFIX
| Q4 25 | — | — | ||
| Q3 25 | — | $157.2M | ||
| Q2 25 | — | $157.0M | ||
| Q1 25 | — | $156.9M | ||
| Q4 24 | — | $157.0M | ||
| Q3 24 | — | $118.5M | ||
| Q2 24 | — | $118.0M | ||
| Q1 24 | — | $118.2M |
股东权益LEOFIX
| Q4 25 | $231.0M | $450.0M | ||
| Q3 25 | — | $442.5M | ||
| Q2 25 | $230.1M | $458.3M | ||
| Q1 25 | — | $458.3M | ||
| Q4 24 | $223.6M | $503.1M | ||
| Q3 24 | $226.5M | $525.9M | ||
| Q2 24 | $234.6M | $546.0M | ||
| Q1 24 | $241.6M | $570.3M |
总资产LEOFIX
| Q4 25 | $852.7M | $850.6M | ||
| Q3 25 | — | $832.6M | ||
| Q2 25 | $760.5M | $837.2M | ||
| Q1 25 | — | $823.1M | ||
| Q4 24 | $843.6M | $893.3M | ||
| Q3 24 | $802.5M | $867.9M | ||
| Q2 24 | $800.1M | $882.0M | ||
| Q1 24 | $811.5M | $906.0M |
负债/权益比LEOFIX
| Q4 25 | — | — | ||
| Q3 25 | — | 0.36× | ||
| Q2 25 | — | 0.34× | ||
| Q1 25 | — | 0.34× | ||
| Q4 24 | — | 0.31× | ||
| Q3 24 | — | 0.23× | ||
| Q2 24 | — | 0.22× | ||
| Q1 24 | — | 0.21× |
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 | $27.7M |
| 自由现金流经营现金流 - 资本支出 | $-22.4M | $16.8M |
| 自由现金流率自由现金流/营收 | -7.1% | 7.6% |
| 资本支出强度资本支出/营收 | 2.1% | 4.9% |
| 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 | $-1.3M |
8季度趋势，按日历期对齐
经营现金流LEOFIX
| Q4 25 | $-15.7M | $27.7M | ||
| Q3 25 | — | $12.4M | ||
| Q2 25 | $-22.5M | $11.6M | ||
| Q1 25 | — | $-18.4M | ||
| Q4 24 | $-17.1M | $23.7M | ||
| Q3 24 | $30.7M | $11.7M | ||
| Q2 24 | $-25.8M | $9.0M | ||
| Q1 24 | $93.9M | $-18.6M |
自由现金流LEOFIX
| Q4 25 | $-22.4M | $16.8M | ||
| Q3 25 | — | $2.5M | ||
| Q2 25 | $-30.7M | $4.5M | ||
| Q1 25 | — | $-25.1M | ||
| Q4 24 | $-27.8M | $15.2M | ||
| Q3 24 | $26.0M | $6.3M | ||
| Q2 24 | $-32.6M | $-360.0K | ||
| Q1 24 | $87.5M | $-29.1M |
自由现金流率LEOFIX
| Q4 25 | -7.1% | 7.6% | ||
| Q3 25 | — | 1.2% | ||
| Q2 25 | -11.8% | 2.2% | ||
| Q1 25 | — | -13.0% | ||
| Q4 24 | -8.7% | 7.0% | ||
| Q3 24 | 8.2% | 3.2% | ||
| Q2 24 | -11.4% | -0.2% | ||
| Q1 24 | 17.0% | -15.4% |
资本支出强度LEOFIX
| Q4 25 | 2.1% | 4.9% | ||
| Q3 25 | — | 4.8% | ||
| Q2 25 | 3.2% | 3.5% | ||
| Q1 25 | — | 3.5% | ||
| Q4 24 | 3.3% | 4.0% | ||
| Q3 24 | 1.5% | 2.7% | ||
| Q2 24 | 2.4% | 4.7% | ||
| Q1 24 | 1.2% | 5.6% |
现金转化率LEOFIX
| Q4 25 | -3.03× | — | ||
| 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% |
OFIX
| Spinal Implants Biologics And Enabling Technologies | $113.6M | 52% |
| Bone Growth Therapies | $68.3M | 31% |
| Other | $22.7M | 10% |
| IT | $5.9M | 3% |
| GB | $3.5M | 2% |
| FR | $3.5M | 2% |
| DE | $2.3M | 1% |
