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LANDS' END, INC.（LE）与Penguin Solutions, Inc.（PENG）财务数据对比。点击上方公司名可切换其他公司
Penguin Solutions, Inc.的季度营收约是LANDS' END, INC.的1.1倍（$343.1M vs $317.5M），LANDS' END, INC.净利率更高（1.6% vs 1.5%，领先0.1%），Penguin Solutions, Inc.同比增速更快（0.6% vs 0.1%），Penguin Solutions, Inc.自由现金流更多（$28.2M vs $-22.4M），过去两年Penguin Solutions, Inc.的营收复合增速更高（11.8% 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。
企鹅解决方案公司旗下的兰波集团以拉姆齐解决方案品牌开展业务，是一家美国企业，业务涵盖个人理财、领导力发展、人际关系管理与职业发展相关产品与服务。该公司由戴夫·拉姆齐与妻子莎伦于1991年创立，总部位于田纳西州富兰克林。
LE vs PENG — 直观对比
营收规模更大
PENG
是对方的1.1倍
$317.5M
营收增速更快
PENG
高出0.5%
0.1%
净利率更高
LE
高出0.1%
1.5%
自由现金流更多
PENG
多$50.6M
$-22.4M
两年增速更快
PENG
近两年复合增速
-0.9%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $317.5M | $343.1M |
| 净利润 | $5.2M | $5.3M |
| 毛利率 | 51.8% | 28.0% |
| 营业利润率 | 5.3% | 5.7% |
| 净利率 | 1.6% | 1.5% |
| 营收同比 | 0.1% | 0.6% |
| 净利润同比 | 198.3% | 1.0% |
| 每股收益（稀释后） | $0.17 | $0.04 |
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LEPENG
| Q4 25 | $317.5M | $343.1M | ||
| Q3 25 | — | $337.9M | ||
| Q2 25 | $261.2M | $324.3M | ||
| Q1 25 | — | $365.5M | ||
| Q4 24 | $318.6M | $341.1M | ||
| Q3 24 | $317.2M | $284.8M | ||
| Q2 24 | $285.5M | $300.6M | ||
| Q1 24 | $514.9M | — |
净利润LEPENG
| Q4 25 | $5.2M | $5.3M | ||
| Q3 25 | — | $9.4M | ||
| Q2 25 | $-8.3M | $2.7M | ||
| Q1 25 | — | $8.1M | ||
| Q4 24 | $-593.0K | $5.2M | ||
| Q3 24 | $-5.3M | — | ||
| Q2 24 | $-6.4M | $5.6M | ||
| Q1 24 | $-8.6M | — |
毛利率LEPENG
| Q4 25 | 51.8% | 28.0% | ||
| Q3 25 | — | 28.6% | ||
| Q2 25 | 50.8% | 29.3% | ||
| Q1 25 | — | 28.6% | ||
| Q4 24 | 50.6% | 28.7% | ||
| Q3 24 | 47.9% | 28.8% | ||
| Q2 24 | 48.7% | 29.6% | ||
| Q1 24 | 38.0% | — |
营业利润率LEPENG
| Q4 25 | 5.3% | 5.7% | ||
| Q3 25 | — | 3.7% | ||
| Q2 25 | -0.9% | 3.0% | ||
| Q1 25 | — | 5.1% | ||
| Q4 24 | 2.9% | 5.1% | ||
| Q3 24 | 0.8% | -1.2% | ||
| Q2 24 | 0.8% | 3.8% | ||
| Q1 24 | 1.6% | — |
净利率LEPENG
| Q4 25 | 1.6% | 1.5% | ||
| Q3 25 | — | 2.8% | ||
| Q2 25 | -3.2% | 0.8% | ||
| Q1 25 | — | 2.2% | ||
| Q4 24 | -0.2% | 1.5% | ||
| Q3 24 | -1.7% | — | ||
| Q2 24 | -2.3% | 1.9% | ||
| Q1 24 | -1.7% | — |
每股收益（稀释后）LEPENG
| Q4 25 | $0.17 | $0.04 | ||
| Q3 25 | — | $0.10 | ||
| Q2 25 | $-0.27 | $-0.01 | ||
| Q1 25 | — | $0.09 | ||
| Q4 24 | $-0.02 | $0.10 | ||
| Q3 24 | $-0.17 | — | ||
| Q2 24 | $-0.20 | $0.10 | ||
| Q1 24 | $-0.27 | — |
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 | $461.5M |
| 总债务越低越好 | — | $462.3M |
| 股东权益账面价值 | $231.0M | $389.7M |
| 总资产 | $852.7M | $1.6B |
| 负债/权益比越低杠杆越低 | — | 1.19× |
8季度趋势，按日历期对齐
现金及短期投资LEPENG
| Q4 25 | $36.3M | $461.5M | ||
| Q3 25 | — | $453.8M | ||
| Q2 25 | $18.1M | $735.5M | ||
| Q1 25 | — | $647.0M | ||
| Q4 24 | $30.4M | $393.7M | ||
| Q3 24 | $25.6M | $389.5M | ||
| Q2 24 | $27.4M | $467.5M | ||
| Q1 24 | $25.3M | — |
总债务LEPENG
| Q4 25 | — | $462.3M | ||
| Q3 25 | — | $461.8M | ||
| Q2 25 | — | $659.5M | ||
| Q1 25 | — | $658.8M | ||
| Q4 24 | — | $658.1M | ||
| Q3 24 | — | $657.3M | ||
| Q2 24 | — | $667.0M | ||
| Q1 24 | — | — |
股东权益LEPENG
| Q4 25 | $231.0M | $389.7M | ||
| Q3 25 | — | $394.2M | ||
| Q2 25 | $230.1M | $584.8M | ||
| Q1 25 | — | $602.5M | ||
| Q4 24 | $223.6M | $400.4M | ||
| Q3 24 | $226.5M | $391.4M | ||
| Q2 24 | $234.6M | $423.4M | ||
| Q1 24 | $241.6M | — |
总资产LEPENG
| Q4 25 | $852.7M | $1.6B | ||
| Q3 25 | — | $1.6B | ||
| Q2 25 | $760.5M | $1.8B | ||
| Q1 25 | — | $1.8B | ||
| Q4 24 | $843.6M | $1.6B | ||
| Q3 24 | $802.5M | $1.5B | ||
| Q2 24 | $800.1M | $1.5B | ||
| Q1 24 | $811.5M | — |
负债/权益比LEPENG
| Q4 25 | — | 1.19× | ||
| Q3 25 | — | 1.17× | ||
| Q2 25 | — | 1.13× | ||
| Q1 25 | — | 1.09× | ||
| Q4 24 | — | 1.64× | ||
| Q3 24 | — | 1.68× | ||
| Q2 24 | — | 1.58× | ||
| Q1 24 | — | — |
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 | $31.1M |
| 自由现金流经营现金流 - 资本支出 | $-22.4M | $28.2M |
| 自由现金流率自由现金流/营收 | -7.1% | 8.2% |
| 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× | 5.89× |
| 过去12个月自由现金流最近4个季度 | $-55.0M | $116.3M |
8季度趋势，按日历期对齐
经营现金流LEPENG
| Q4 25 | $-15.7M | $31.1M | ||
| Q3 25 | — | $-70.4M | ||
| Q2 25 | $-22.5M | $92.8M | ||
| Q1 25 | — | $72.9M | ||
| Q4 24 | $-17.1M | $13.8M | ||
| Q3 24 | $30.7M | — | ||
| Q2 24 | $-25.8M | $57.9M | ||
| Q1 24 | $93.9M | — |
自由现金流LEPENG
| Q4 25 | $-22.4M | $28.2M | ||
| Q3 25 | — | $-73.4M | ||
| Q2 25 | $-30.7M | $90.9M | ||
| Q1 25 | — | $70.5M | ||
| Q4 24 | $-27.8M | $12.0M | ||
| Q3 24 | $26.0M | — | ||
| Q2 24 | $-32.6M | $48.9M | ||
| Q1 24 | $87.5M | — |
自由现金流率LEPENG
| Q4 25 | -7.1% | 8.2% | ||
| Q3 25 | — | -21.7% | ||
| Q2 25 | -11.8% | 28.0% | ||
| Q1 25 | — | 19.3% | ||
| Q4 24 | -8.7% | 3.5% | ||
| Q3 24 | 8.2% | — | ||
| Q2 24 | -11.4% | 16.3% | ||
| Q1 24 | 17.0% | — |
资本支出强度LEPENG
| Q4 25 | 2.1% | 0.8% | ||
| Q3 25 | — | 0.9% | ||
| Q2 25 | 3.2% | 0.6% | ||
| Q1 25 | — | 0.6% | ||
| Q4 24 | 3.3% | 0.5% | ||
| Q3 24 | 1.5% | — | ||
| Q2 24 | 2.4% | 3.0% | ||
| Q1 24 | 1.2% | — |
现金转化率LEPENG
| Q4 25 | -3.03× | 5.89× | ||
| Q3 25 | — | -7.47× | ||
| Q2 25 | — | 34.88× | ||
| Q1 25 | — | 9.02× | ||
| Q4 24 | — | 2.65× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 10.30× | ||
| 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% |
PENG
| Integrated Memory Segment | $171.6M | 50% |
| Advanced Computing Segment | $115.7M | 34% |
| Optimized LED Segment | $55.7M | 16% |
