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LANDS' END, INC.（LE）与PROCORE TECHNOLOGIES, INC.（PCOR）财务数据对比。点击上方公司名可切换其他公司
PROCORE TECHNOLOGIES, INC.的季度营收约是LANDS' END, INC.的1.1倍（$349.1M vs $317.5M），LANDS' END, INC.净利率更高（1.6% vs -10.8%，领先12.4%），PROCORE TECHNOLOGIES, INC.同比增速更快（15.6% vs 0.1%），PROCORE TECHNOLOGIES, INC.自由现金流更多（$109.2M vs $-22.4M），过去两年PROCORE TECHNOLOGIES, INC.的营收复合增速更高（13.8% 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。
Procore Technologies是2002年成立的美国建筑管理软件即服务（SaaS）企业，总部位于加利福尼亚州卡平特里亚。公司打造的全球平台可连接建筑行业从业者，支持搭建简化工作流，统一展现建筑项目信息，覆盖任务追踪、项目流程管理、日程排期等核心功能。
LE vs PCOR — 直观对比
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $317.5M | $349.1M |
| 净利润 | $5.2M | $-37.6M |
| 毛利率 | 51.8% | 80.1% |
| 营业利润率 | 5.3% | -12.3% |
| 净利率 | 1.6% | -10.8% |
| 营收同比 | 0.1% | 15.6% |
| 净利润同比 | 198.3% | 39.6% |
| 每股收益（稀释后） | $0.17 | $-0.25 |
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
| Q4 25 | $317.5M | $349.1M | ||
| Q3 25 | — | $338.9M | ||
| Q2 25 | $261.2M | $323.9M | ||
| Q1 25 | — | $310.6M | ||
| Q4 24 | $318.6M | $302.0M | ||
| Q3 24 | $317.2M | $295.9M | ||
| Q2 24 | $285.5M | $284.3M | ||
| Q1 24 | $514.9M | $269.4M |
| Q4 25 | $5.2M | $-37.6M | ||
| Q3 25 | — | $-9.1M | ||
| Q2 25 | $-8.3M | $-21.1M | ||
| Q1 25 | — | $-33.0M | ||
| Q4 24 | $-593.0K | $-62.3M | ||
| Q3 24 | $-5.3M | $-26.4M | ||
| Q2 24 | $-6.4M | $-6.3M | ||
| Q1 24 | $-8.6M | $-11.0M |
| Q4 25 | 51.8% | 80.1% | ||
| Q3 25 | — | 79.7% | ||
| Q2 25 | 50.8% | 79.1% | ||
| Q1 25 | — | 79.1% | ||
| Q4 24 | 50.6% | 81.2% | ||
| Q3 24 | 47.9% | 81.4% | ||
| Q2 24 | 48.7% | 83.1% | ||
| Q1 24 | 38.0% | 83.0% |
| Q4 25 | 5.3% | -12.3% | ||
| Q3 25 | — | -4.4% | ||
| Q2 25 | -0.9% | -9.3% | ||
| Q1 25 | — | -11.7% | ||
| Q4 24 | 2.9% | -21.9% | ||
| Q3 24 | 0.8% | -12.3% | ||
| Q2 24 | 0.8% | -5.2% | ||
| Q1 24 | 1.6% | -7.0% |
| Q4 25 | 1.6% | -10.8% | ||
| Q3 25 | — | -2.7% | ||
| Q2 25 | -3.2% | -6.5% | ||
| Q1 25 | — | -10.6% | ||
| Q4 24 | -0.2% | -20.6% | ||
| Q3 24 | -1.7% | -8.9% | ||
| Q2 24 | -2.3% | -2.2% | ||
| Q1 24 | -1.7% | -4.1% |
| Q4 25 | $0.17 | $-0.25 | ||
| Q3 25 | — | $-0.06 | ||
| Q2 25 | $-0.27 | $-0.14 | ||
| Q1 25 | — | $-0.22 | ||
| Q4 24 | $-0.02 | $-0.42 | ||
| Q3 24 | $-0.17 | $-0.18 | ||
| Q2 24 | $-0.20 | $-0.04 | ||
| Q1 24 | $-0.27 | $-0.08 |
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 | $768.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $231.0M | $1.3B |
| 总资产 | $852.7M | $2.2B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q4 25 | $36.3M | $768.5M | ||
| Q3 25 | — | $684.0M | ||
| Q2 25 | $18.1M | $620.9M | ||
| Q1 25 | — | $566.7M | ||
| Q4 24 | $30.4M | $775.4M | ||
| Q3 24 | $25.6M | $756.9M | ||
| Q2 24 | $27.4M | $735.4M | ||
| Q1 24 | $25.3M | $744.6M |
| Q4 25 | $231.0M | $1.3B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | $230.1M | $1.2B | ||
| Q1 25 | — | $1.2B | ||
| Q4 24 | $223.6M | $1.3B | ||
| Q3 24 | $226.5M | $1.3B | ||
| Q2 24 | $234.6M | $1.3B | ||
| Q1 24 | $241.6M | $1.2B |
| Q4 25 | $852.7M | $2.2B | ||
| Q3 25 | — | $2.1B | ||
| Q2 25 | $760.5M | $2.0B | ||
| Q1 25 | — | $1.9B | ||
| Q4 24 | $843.6M | $2.1B | ||
| Q3 24 | $802.5M | $2.0B | ||
| Q2 24 | $800.1M | $2.0B | ||
| Q1 24 | $811.5M | $1.9B |
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 | $114.9M |
| 自由现金流经营现金流 - 资本支出 | $-22.4M | $109.2M |
| 自由现金流率自由现金流/营收 | -7.1% | 31.3% |
| 资本支出强度资本支出/营收 | 2.1% | 1.6% |
| 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 | $282.2M |
8季度趋势，按日历期对齐
| Q4 25 | $-15.7M | $114.9M | ||
| Q3 25 | — | $88.5M | ||
| Q2 25 | $-22.5M | $30.8M | ||
| Q1 25 | — | $66.0M | ||
| Q4 24 | $-17.1M | $29.1M | ||
| Q3 24 | $30.7M | $39.3M | ||
| Q2 24 | $-25.8M | $58.7M | ||
| Q1 24 | $93.9M | $69.1M |
| Q4 25 | $-22.4M | $109.2M | ||
| Q3 25 | — | $83.1M | ||
| Q2 25 | $-30.7M | $27.9M | ||
| Q1 25 | — | $62.0M | ||
| Q4 24 | $-27.8M | $17.4M | ||
| Q3 24 | $26.0M | $35.7M | ||
| Q2 24 | $-32.6M | $56.8M | ||
| Q1 24 | $87.5M | $67.1M |
| Q4 25 | -7.1% | 31.3% | ||
| Q3 25 | — | 24.5% | ||
| Q2 25 | -11.8% | 8.6% | ||
| Q1 25 | — | 20.0% | ||
| Q4 24 | -8.7% | 5.8% | ||
| Q3 24 | 8.2% | 12.1% | ||
| Q2 24 | -11.4% | 20.0% | ||
| Q1 24 | 17.0% | 24.9% |
| Q4 25 | 2.1% | 1.6% | ||
| Q3 25 | — | 1.6% | ||
| Q2 25 | 3.2% | 0.9% | ||
| Q1 25 | — | 1.3% | ||
| Q4 24 | 3.3% | 3.9% | ||
| Q3 24 | 1.5% | 1.2% | ||
| Q2 24 | 2.4% | 0.7% | ||
| Q1 24 | 1.2% | 0.8% |
| 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% |
PCOR
| US | $298.3M | 85% |
| Non Us | $50.9M | 15% |
