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LANDS' END, INC.（LE）与UiPath, Inc.（PATH）财务数据对比。点击上方公司名可切换其他公司
UiPath, Inc.的季度营收约是LANDS' END, INC.的1.3倍（$411.1M vs $317.5M），UiPath, Inc.净利率更高（48.4% vs 1.6%，领先46.7%），UiPath, Inc.同比增速更快（15.9% vs 0.1%），UiPath, Inc.自由现金流更多（$25.1M vs $-22.4M），过去两年UiPath, Inc.的营收复合增速更高（0.7% 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。
UiPath是一家全球化软件企业，专注于开发人工智能、智能自动化及流程编排类软件，其产品支持用户搭建与调度AI代理，实现复杂业务流程、工作流的自动化运行，助力各行业客户提升运营效率、降低人力成本。
LE vs PATH — 直观对比
营收规模更大
PATH
是对方的1.3倍
$317.5M
营收增速更快
PATH
高出15.8%
0.1%
净利率更高
PATH
高出46.7%
1.6%
自由现金流更多
PATH
多$47.5M
$-22.4M
两年增速更快
PATH
近两年复合增速
-0.9%
损益表 — Q3 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $317.5M | $411.1M |
| 净利润 | $5.2M | $198.8M |
| 毛利率 | 51.8% | 83.3% |
| 营业利润率 | 5.3% | 3.2% |
| 净利率 | 1.6% | 48.4% |
| 营收同比 | 0.1% | 15.9% |
| 净利润同比 | 198.3% | 1966.2% |
| 每股收益（稀释后） | $0.17 | $0.37 |
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LEPATH
| Q4 25 | $317.5M | $411.1M | ||
| Q3 25 | — | $361.7M | ||
| Q2 25 | $261.2M | $356.6M | ||
| Q1 25 | — | $423.6M | ||
| Q4 24 | $318.6M | $354.7M | ||
| Q3 24 | $317.2M | $316.3M | ||
| Q2 24 | $285.5M | $335.1M | ||
| Q1 24 | $514.9M | $405.3M |
净利润LEPATH
| Q4 25 | $5.2M | $198.8M | ||
| Q3 25 | — | $1.6M | ||
| Q2 25 | $-8.3M | $-22.6M | ||
| Q1 25 | — | $51.8M | ||
| Q4 24 | $-593.0K | $-10.7M | ||
| Q3 24 | $-5.3M | $-86.1M | ||
| Q2 24 | $-6.4M | $-28.7M | ||
| Q1 24 | $-8.6M | $33.9M |
毛利率LEPATH
| Q4 25 | 51.8% | 83.3% | ||
| Q3 25 | — | 82.2% | ||
| Q2 25 | 50.8% | 82.1% | ||
| Q1 25 | — | 84.8% | ||
| Q4 24 | 50.6% | 82.0% | ||
| Q3 24 | 47.9% | 80.0% | ||
| Q2 24 | 48.7% | 83.5% | ||
| Q1 24 | 38.0% | 86.8% |
营业利润率LEPATH
| Q4 25 | 5.3% | 3.2% | ||
| Q3 25 | — | -5.6% | ||
| Q2 25 | -0.9% | -4.6% | ||
| Q1 25 | — | 7.9% | ||
| Q4 24 | 2.9% | -12.2% | ||
| Q3 24 | 0.8% | -32.7% | ||
| Q2 24 | 0.8% | -14.8% | ||
| Q1 24 | 1.6% | 3.7% |
净利率LEPATH
| Q4 25 | 1.6% | 48.4% | ||
| Q3 25 | — | 0.4% | ||
| Q2 25 | -3.2% | -6.3% | ||
| Q1 25 | — | 12.2% | ||
| Q4 24 | -0.2% | -3.0% | ||
| Q3 24 | -1.7% | -27.2% | ||
| Q2 24 | -2.3% | -8.6% | ||
| Q1 24 | -1.7% | 8.4% |
每股收益（稀释后）LEPATH
| Q4 25 | $0.17 | $0.37 | ||
| Q3 25 | — | $0.00 | ||
| Q2 25 | $-0.27 | $-0.04 | ||
| Q1 25 | — | $0.09 | ||
| Q4 24 | $-0.02 | $-0.02 | ||
| Q3 24 | $-0.17 | $-0.15 | ||
| Q2 24 | $-0.20 | $-0.05 | ||
| Q1 24 | $-0.27 | $0.07 |
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 | $1.4B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $231.0M | $1.9B |
| 总资产 | $852.7M | $2.9B |
| 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LEPATH
| Q4 25 | $36.3M | $1.4B | ||
| Q3 25 | — | $1.4B | ||
| Q2 25 | $18.1M | $1.6B | ||
| Q1 25 | — | $1.6B | ||
| Q4 24 | $30.4M | $1.6B | ||
| Q3 24 | $25.6M | $1.7B | ||
| Q2 24 | $27.4M | $1.9B | ||
| Q1 24 | $25.3M | $1.9B |
股东权益LEPATH
| Q4 25 | $231.0M | $1.9B | ||
| Q3 25 | — | $1.7B | ||
| Q2 25 | $230.1M | $1.7B | ||
| Q1 25 | — | $1.8B | ||
| Q4 24 | $223.6M | $1.7B | ||
| Q3 24 | $226.5M | $1.8B | ||
| Q2 24 | $234.6M | $2.0B | ||
| Q1 24 | $241.6M | $2.0B |
总资产LEPATH
| Q4 25 | $852.7M | $2.9B | ||
| Q3 25 | — | $2.6B | ||
| Q2 25 | $760.5M | $2.6B | ||
| Q1 25 | — | $2.9B | ||
| Q4 24 | $843.6M | $2.7B | ||
| Q3 24 | $802.5M | $2.7B | ||
| Q2 24 | $800.1M | $2.8B | ||
| Q1 24 | $811.5M | $3.0B |
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 | $28.3M |
| 自由现金流经营现金流 - 资本支出 | $-22.4M | $25.1M |
| 自由现金流率自由现金流/营收 | -7.1% | 6.1% |
| 资本支出强度资本支出/营收 | 2.1% | 0.8% |
| 现金转化率经营现金流/净利润 | -3.03× | 0.14× |
| 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LEPATH
| Q4 25 | $-15.7M | $28.3M | ||
| Q3 25 | — | $41.6M | ||
| Q2 25 | $-22.5M | $119.0M | ||
| Q1 25 | — | $146.1M | ||
| Q4 24 | $-17.1M | $28.1M | ||
| Q3 24 | $30.7M | $46.4M | ||
| Q2 24 | $-25.8M | $100.0M | ||
| Q1 24 | $93.9M | $145.6M |
自由现金流LEPATH
| Q4 25 | $-22.4M | $25.1M | ||
| Q3 25 | — | — | ||
| Q2 25 | $-30.7M | $106.2M | ||
| Q1 25 | — | $138.7M | ||
| Q4 24 | $-27.8M | $23.2M | ||
| Q3 24 | $26.0M | $45.0M | ||
| Q2 24 | $-32.6M | $98.8M | ||
| Q1 24 | $87.5M | $141.8M |
自由现金流率LEPATH
| Q4 25 | -7.1% | 6.1% | ||
| Q3 25 | — | — | ||
| Q2 25 | -11.8% | 29.8% | ||
| Q1 25 | — | 32.7% | ||
| Q4 24 | -8.7% | 6.5% | ||
| Q3 24 | 8.2% | 14.2% | ||
| Q2 24 | -11.4% | 29.5% | ||
| Q1 24 | 17.0% | 35.0% |
资本支出强度LEPATH
| Q4 25 | 2.1% | 0.8% | ||
| Q3 25 | — | 0.0% | ||
| Q2 25 | 3.2% | 3.6% | ||
| Q1 25 | — | 1.7% | ||
| Q4 24 | 3.3% | 1.4% | ||
| Q3 24 | 1.5% | 0.4% | ||
| Q2 24 | 2.4% | 0.4% | ||
| Q1 24 | 1.2% | 0.9% |
现金转化率LEPATH
| Q4 25 | -3.03× | 0.14× | ||
| Q3 25 | — | 26.25× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 2.82× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 4.29× |
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% |
PATH
| Subscription Services | $247.6M | 60% |
| License | $150.0M | 36% |
| Professional Services And Other | $13.5M | 3% |
