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LANDS' END, INC.（LE）与福尼克斯（PLAB）财务数据对比。点击上方公司名可切换其他公司
LANDS' END, INC.的季度营收约是福尼克斯的1.5倍（$317.5M vs $210.4M），福尼克斯净利率更高（10.9% vs 1.6%，领先9.3%），LANDS' END, INC.同比增速更快（0.1% vs -5.5%），福尼克斯自由现金流更多（$25.2M vs $-22.4M），过去两年LANDS' END, INC.的营收复合增速更高（-0.9% vs -3.8%）
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。
福尼克斯是美国半导体光掩模制造商，2009年时位居全球第三大光掩模供应商，同时也是电子束产业倡议组织的成员，专注于为半导体行业提供关键的掩模产品，支撑芯片制造环节的图形转移需求。
LE vs PLAB — 直观对比
营收规模更大
LE
是对方的1.5倍
$210.4M
营收增速更快
LE
高出5.6%
-5.5%
净利率更高
PLAB
高出9.3%
1.6%
自由现金流更多
PLAB
多$47.6M
$-22.4M
两年增速更快
LE
近两年复合增速
-3.8%
损益表 — Q3 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $317.5M | $210.4M |
| 净利润 | $5.2M | $22.9M |
| 毛利率 | 51.8% | 33.7% |
| 营业利润率 | 5.3% | 22.9% |
| 净利率 | 1.6% | 10.9% |
| 营收同比 | 0.1% | -5.5% |
| 净利润同比 | 198.3% | -32.4% |
| 每股收益（稀释后） | $0.17 | $0.39 |
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LEPLAB
| Q4 25 | $317.5M | — | ||
| Q3 25 | — | $210.4M | ||
| Q2 25 | $261.2M | $211.0M | ||
| Q1 25 | — | $212.1M | ||
| Q4 24 | $318.6M | $222.6M | ||
| Q3 24 | $317.2M | $211.0M | ||
| Q2 24 | $285.5M | $217.0M | ||
| Q1 24 | $514.9M | $216.3M |
净利润LEPLAB
| Q4 25 | $5.2M | — | ||
| Q3 25 | — | $22.9M | ||
| Q2 25 | $-8.3M | $8.9M | ||
| Q1 25 | — | $42.9M | ||
| Q4 24 | $-593.0K | $33.9M | ||
| Q3 24 | $-5.3M | $34.4M | ||
| Q2 24 | $-6.4M | $36.3M | ||
| Q1 24 | $-8.6M | $26.2M |
毛利率LEPLAB
| Q4 25 | 51.8% | — | ||
| Q3 25 | — | 33.7% | ||
| Q2 25 | 50.8% | 36.9% | ||
| Q1 25 | — | 35.6% | ||
| Q4 24 | 50.6% | 37.0% | ||
| Q3 24 | 47.9% | 35.6% | ||
| Q2 24 | 48.7% | 36.5% | ||
| Q1 24 | 38.0% | 36.6% |
营业利润率LEPLAB
| Q4 25 | 5.3% | — | ||
| Q3 25 | — | 22.9% | ||
| Q2 25 | -0.9% | 26.4% | ||
| Q1 25 | — | 24.6% | ||
| Q4 24 | 2.9% | 25.1% | ||
| Q3 24 | 0.8% | 24.7% | ||
| Q2 24 | 0.8% | 25.8% | ||
| Q1 24 | 1.6% | 26.6% |
净利率LEPLAB
| Q4 25 | 1.6% | — | ||
| Q3 25 | — | 10.9% | ||
| Q2 25 | -3.2% | 4.2% | ||
| Q1 25 | — | 20.2% | ||
| Q4 24 | -0.2% | 15.2% | ||
| Q3 24 | -1.7% | 16.3% | ||
| Q2 24 | -2.3% | 16.7% | ||
| Q1 24 | -1.7% | 12.1% |
每股收益（稀释后）LEPLAB
| Q4 25 | $0.17 | — | ||
| Q3 25 | — | $0.39 | ||
| Q2 25 | $-0.27 | $0.15 | ||
| Q1 25 | — | $0.68 | ||
| Q4 24 | $-0.02 | $0.54 | ||
| Q3 24 | $-0.17 | $0.55 | ||
| Q2 24 | $-0.20 | $0.58 | ||
| Q1 24 | $-0.27 | $0.42 |
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 | $575.8M |
| 总债务越低越好 | — | $16.0K |
| 股东权益账面价值 | $231.0M | $1.1B |
| 总资产 | $852.7M | $1.8B |
| 负债/权益比越低杠杆越低 | — | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资LEPLAB
| Q4 25 | $36.3M | — | ||
| Q3 25 | — | $575.8M | ||
| Q2 25 | $18.1M | $558.4M | ||
| Q1 25 | — | $642.2M | ||
| Q4 24 | $30.4M | $640.7M | ||
| Q3 24 | $25.6M | $606.4M | ||
| Q2 24 | $27.4M | $559.9M | ||
| Q1 24 | $25.3M | $521.5M |
总债务LEPLAB
| Q4 25 | — | — | ||
| Q3 25 | — | $16.0K | ||
| Q2 25 | — | $19.0K | ||
| Q1 25 | — | $21.0K | ||
| Q4 24 | — | $25.0K | ||
| Q3 24 | — | $28.0K | ||
| Q2 24 | — | $2.5M | ||
| Q1 24 | — | $2.7M |
股东权益LEPLAB
| Q4 25 | $231.0M | — | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | $230.1M | $1.1B | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | $223.6M | $1.1B | ||
| Q3 24 | $226.5M | $1.1B | ||
| Q2 24 | $234.6M | $1.0B | ||
| Q1 24 | $241.6M | $1.0B |
总资产LEPLAB
| Q4 25 | $852.7M | — | ||
| Q3 25 | — | $1.8B | ||
| Q2 25 | $760.5M | $1.7B | ||
| Q1 25 | — | $1.7B | ||
| Q4 24 | $843.6M | $1.7B | ||
| Q3 24 | $802.5M | $1.6B | ||
| Q2 24 | $800.1M | $1.6B | ||
| Q1 24 | $811.5M | $1.6B |
负债/权益比LEPLAB
| Q4 25 | — | — | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | 0.00× | ||
| Q1 25 | — | 0.00× | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.00× | ||
| Q1 24 | — | 0.00× |
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 | $50.1M |
| 自由现金流经营现金流 - 资本支出 | $-22.4M | $25.2M |
| 自由现金流率自由现金流/营收 | -7.1% | 12.0% |
| 资本支出强度资本支出/营收 | 2.1% | 11.8% |
| 现金转化率经营现金流/净利润 | -3.03× | 2.19× |
| 过去12个月自由现金流最近4个季度 | $-55.0M | $64.5M |
8季度趋势，按日历期对齐
经营现金流LEPLAB
| Q4 25 | $-15.7M | — | ||
| Q3 25 | — | $50.1M | ||
| Q2 25 | $-22.5M | $31.5M | ||
| Q1 25 | — | $78.5M | ||
| Q4 24 | $-17.1M | $68.4M | ||
| Q3 24 | $30.7M | $75.1M | ||
| Q2 24 | $-25.8M | $76.5M | ||
| Q1 24 | $93.9M | $41.5M |
自由现金流LEPLAB
| Q4 25 | $-22.4M | — | ||
| Q3 25 | — | $25.2M | ||
| Q2 25 | $-30.7M | $-29.1M | ||
| Q1 25 | — | $43.3M | ||
| Q4 24 | $-27.8M | $25.2M | ||
| Q3 24 | $26.0M | $50.7M | ||
| Q2 24 | $-32.6M | $56.5M | ||
| Q1 24 | $87.5M | $-1.8M |
自由现金流率LEPLAB
| Q4 25 | -7.1% | — | ||
| Q3 25 | — | 12.0% | ||
| Q2 25 | -11.8% | -13.8% | ||
| Q1 25 | — | 20.4% | ||
| Q4 24 | -8.7% | 11.3% | ||
| Q3 24 | 8.2% | 24.0% | ||
| Q2 24 | -11.4% | 26.0% | ||
| Q1 24 | 17.0% | -0.8% |
资本支出强度LEPLAB
| Q4 25 | 2.1% | — | ||
| Q3 25 | — | 11.8% | ||
| Q2 25 | 3.2% | 28.7% | ||
| Q1 25 | — | 16.6% | ||
| Q4 24 | 3.3% | 19.4% | ||
| Q3 24 | 1.5% | 11.6% | ||
| Q2 24 | 2.4% | 9.2% | ||
| Q1 24 | 1.2% | 20.0% |
现金转化率LEPLAB
| Q4 25 | -3.03× | — | ||
| Q3 25 | — | 2.19× | ||
| Q2 25 | — | 3.55× | ||
| Q1 25 | — | 1.83× | ||
| Q4 24 | — | 2.02× | ||
| Q3 24 | — | 2.18× | ||
| Q2 24 | — | 2.11× | ||
| Q1 24 | — | 1.59× |
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% |
PLAB
| High End Integrated Circuits | $53.6M | 25% |
| High End Flat Panel Displays | $53.5M | 25% |
| KR | $43.7M | 21% |
| Other | $42.1M | 20% |
| Mainstream Flat Panel Displays | $9.1M | 4% |
| Transferred At Point In Time | $8.4M | 4% |
