vs
LANDS' END, INC.（LE）与OUTFRONT Media Inc.（OUT）财务数据对比。点击上方公司名可切换其他公司
OUTFRONT Media Inc.的季度营收约是LANDS' END, INC.的1.6倍（$513.3M vs $317.5M），OUTFRONT Media Inc.净利率更高（18.9% vs 1.6%，领先17.2%），OUTFRONT Media Inc.同比增速更快（4.1% vs 0.1%），OUTFRONT Media Inc.自由现金流更多（$93.3M vs $-22.4M），过去两年OUTFRONT Media Inc.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。
OUTFRONT Media Inc.是一家美国广告企业，业务覆盖美国本土，由首席执行官Nick Brien领导美洲区业务，核心经营广告牌及公共交通展示广告两大业务板块，是户外广告领域的重要参与者。
LE vs OUT — 直观对比
营收规模更大
OUT
是对方的1.6倍
$317.5M
营收增速更快
OUT
高出4.0%
0.1%
净利率更高
OUT
高出17.2%
1.6%
自由现金流更多
OUT
多$115.7M
$-22.4M
两年增速更快
OUT
近两年复合增速
-0.9%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $317.5M | $513.3M |
| 净利润 | $5.2M | $96.8M |
| 毛利率 | 51.8% | — |
| 营业利润率 | 5.3% | 26.0% |
| 净利率 | 1.6% | 18.9% |
| 营收同比 | 0.1% | 4.1% |
| 净利润同比 | 198.3% | 30.8% |
| 每股收益（稀释后） | $0.17 | $0.57 |
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LEOUT
| Q4 25 | $317.5M | $513.3M | ||
| Q3 25 | — | $467.5M | ||
| Q2 25 | $261.2M | $460.2M | ||
| Q1 25 | — | $390.7M | ||
| Q4 24 | $318.6M | $493.2M | ||
| Q3 24 | $317.2M | $451.9M | ||
| Q2 24 | $285.5M | $477.3M | ||
| Q1 24 | $514.9M | $408.5M |
净利润LEOUT
| Q4 25 | $5.2M | $96.8M | ||
| Q3 25 | — | $51.3M | ||
| Q2 25 | $-8.3M | $19.5M | ||
| Q1 25 | — | $-20.6M | ||
| Q4 24 | $-593.0K | $74.0M | ||
| Q3 24 | $-5.3M | $34.6M | ||
| Q2 24 | $-6.4M | $176.8M | ||
| Q1 24 | $-8.6M | $-27.2M |
毛利率LEOUT
| 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LEOUT
| Q4 25 | 5.3% | 26.0% | ||
| Q3 25 | — | 19.2% | ||
| Q2 25 | -0.9% | 12.2% | ||
| Q1 25 | — | 3.6% | ||
| Q4 24 | 2.9% | 22.5% | ||
| Q3 24 | 0.8% | 15.8% | ||
| Q2 24 | 0.8% | 48.0% | ||
| Q1 24 | 1.6% | 3.4% |
净利率LEOUT
| Q4 25 | 1.6% | 18.9% | ||
| Q3 25 | — | 11.0% | ||
| Q2 25 | -3.2% | 4.2% | ||
| Q1 25 | — | -5.3% | ||
| Q4 24 | -0.2% | 15.0% | ||
| Q3 24 | -1.7% | 7.7% | ||
| Q2 24 | -2.3% | 37.0% | ||
| Q1 24 | -1.7% | -6.7% |
每股收益（稀释后）LEOUT
| Q4 25 | $0.17 | $0.57 | ||
| Q3 25 | — | $0.29 | ||
| Q2 25 | $-0.27 | $0.10 | ||
| Q1 25 | — | $-0.14 | ||
| Q4 24 | $-0.02 | $0.49 | ||
| Q3 24 | $-0.17 | $0.19 | ||
| Q2 24 | $-0.20 | $1.01 | ||
| Q1 24 | $-0.27 | $-0.18 |
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 | $99.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $231.0M | $710.4M |
| 总资产 | $852.7M | $5.3B |
| 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LEOUT
| Q4 25 | $36.3M | $99.9M | ||
| Q3 25 | — | $63.0M | ||
| Q2 25 | $18.1M | $28.5M | ||
| Q1 25 | — | $30.5M | ||
| Q4 24 | $30.4M | $46.9M | ||
| Q3 24 | $25.6M | $28.0M | ||
| Q2 24 | $27.4M | $49.6M | ||
| Q1 24 | $25.3M | $42.4M |
股东权益LEOUT
| Q4 25 | $231.0M | $710.4M | ||
| Q3 25 | — | $542.6M | ||
| Q2 25 | $230.1M | $539.1M | ||
| Q1 25 | — | $566.9M | ||
| Q4 24 | $223.6M | $649.0M | ||
| Q3 24 | $226.5M | $618.2M | ||
| Q2 24 | $234.6M | $664.9M | ||
| Q1 24 | $241.6M | $524.2M |
总资产LEOUT
| Q4 25 | $852.7M | $5.3B | ||
| Q3 25 | — | $5.2B | ||
| Q2 25 | $760.5M | $5.1B | ||
| Q1 25 | — | $5.1B | ||
| Q4 24 | $843.6M | $5.2B | ||
| Q3 24 | $802.5M | $5.2B | ||
| Q2 24 | $800.1M | $5.3B | ||
| Q1 24 | $811.5M | $5.5B |
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 | $118.1M |
| 自由现金流经营现金流 - 资本支出 | $-22.4M | $93.3M |
| 自由现金流率自由现金流/营收 | -7.1% | 18.2% |
| 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× | 1.22× |
| 过去12个月自由现金流最近4个季度 | $-55.0M | $218.8M |
8季度趋势，按日历期对齐
经营现金流LEOUT
| Q4 25 | $-15.7M | $118.1M | ||
| Q3 25 | — | $88.8M | ||
| Q2 25 | $-22.5M | $67.1M | ||
| Q1 25 | — | $33.6M | ||
| Q4 24 | $-17.1M | $124.5M | ||
| Q3 24 | $30.7M | $73.1M | ||
| Q2 24 | $-25.8M | $71.0M | ||
| Q1 24 | $93.9M | $30.6M |
自由现金流LEOUT
| Q4 25 | $-22.4M | $93.3M | ||
| Q3 25 | — | $67.7M | ||
| Q2 25 | $-30.7M | $41.4M | ||
| Q1 25 | — | $16.4M | ||
| Q4 24 | $-27.8M | $106.3M | ||
| Q3 24 | $26.0M | $55.5M | ||
| Q2 24 | $-32.6M | $47.1M | ||
| Q1 24 | $87.5M | $12.2M |
自由现金流率LEOUT
| Q4 25 | -7.1% | 18.2% | ||
| Q3 25 | — | 14.5% | ||
| Q2 25 | -11.8% | 9.0% | ||
| Q1 25 | — | 4.2% | ||
| Q4 24 | -8.7% | 21.6% | ||
| Q3 24 | 8.2% | 12.3% | ||
| Q2 24 | -11.4% | 9.9% | ||
| Q1 24 | 17.0% | 3.0% |
资本支出强度LEOUT
| Q4 25 | 2.1% | 4.8% | ||
| Q3 25 | — | 4.5% | ||
| Q2 25 | 3.2% | 5.6% | ||
| Q1 25 | — | 4.4% | ||
| Q4 24 | 3.3% | 3.7% | ||
| Q3 24 | 1.5% | 3.9% | ||
| Q2 24 | 2.4% | 5.0% | ||
| Q1 24 | 1.2% | 4.5% |
现金转化率LEOUT
| Q4 25 | -3.03× | 1.22× | ||
| Q3 25 | — | 1.73× | ||
| Q2 25 | — | 3.44× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.68× | ||
| Q3 24 | — | 2.11× | ||
| Q2 24 | — | 0.40× | ||
| 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% |
OUT
| Static Displays | $236.3M | 46% |
| Other | $134.8M | 26% |
| Digital Displays | $125.3M | 24% |
| Other Revenues | $1.9M | 0% |
