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LANDS' END, INC.（LE）与Palomar Holdings, Inc.（PLMR）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Palomar Holdings, Inc.的1.3倍（$317.5M vs $253.4M），Palomar Holdings, Inc.同比增速更快（62.7% vs 0.1%），Palomar Holdings, Inc.自由现金流更多（$409.0M vs $-22.4M），过去两年Palomar Holdings, Inc.的营收复合增速更高（46.2% 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。
Palomar Holdings, Inc.是一家专业保险控股企业，主要为存在巨灾风险敞口的住宅及商业资产提供财产保险产品，业务范围覆盖美国全境，核心业务板块包含地震、洪水、风暴等高危财产保障服务。
LE vs PLMR — 直观对比
营收规模更大
LE
是对方的1.3倍
$253.4M
营收增速更快
PLMR
高出62.6%
0.1%
自由现金流更多
PLMR
多$431.4M
$-22.4M
两年增速更快
PLMR
近两年复合增速
-0.9%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $317.5M | $253.4M |
| 净利润 | $5.2M | — |
| 毛利率 | 51.8% | — |
| 营业利润率 | 5.3% | 28.7% |
| 净利率 | 1.6% | — |
| 营收同比 | 0.1% | 62.7% |
| 净利润同比 | 198.3% | — |
| 每股收益（稀释后） | $0.17 | $2.05 |
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LEPLMR
| Q4 25 | $317.5M | $253.4M | ||
| Q3 25 | — | $244.7M | ||
| Q2 25 | $261.2M | $203.3M | ||
| Q1 25 | — | $174.6M | ||
| Q4 24 | $318.6M | $155.8M | ||
| Q3 24 | $317.2M | $148.5M | ||
| Q2 24 | $285.5M | $131.1M | ||
| Q1 24 | $514.9M | $118.5M |
净利润LEPLMR
| Q4 25 | $5.2M | — | ||
| Q3 25 | — | $51.5M | ||
| Q2 25 | $-8.3M | $46.5M | ||
| Q1 25 | — | $42.9M | ||
| Q4 24 | $-593.0K | — | ||
| Q3 24 | $-5.3M | $30.5M | ||
| Q2 24 | $-6.4M | $25.7M | ||
| Q1 24 | $-8.6M | $26.4M |
毛利率LEPLMR
| 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LEPLMR
| Q4 25 | 5.3% | 28.7% | ||
| Q3 25 | — | 27.4% | ||
| Q2 25 | -0.9% | 29.5% | ||
| Q1 25 | — | 30.8% | ||
| Q4 24 | 2.9% | 28.9% | ||
| Q3 24 | 0.8% | 25.9% | ||
| Q2 24 | 0.8% | 25.5% | ||
| Q1 24 | 1.6% | 29.0% |
净利率LEPLMR
| Q4 25 | 1.6% | — | ||
| Q3 25 | — | 21.0% | ||
| Q2 25 | -3.2% | 22.9% | ||
| Q1 25 | — | 24.6% | ||
| Q4 24 | -0.2% | — | ||
| Q3 24 | -1.7% | 20.5% | ||
| Q2 24 | -2.3% | 19.6% | ||
| Q1 24 | -1.7% | 22.3% |
每股收益（稀释后）LEPLMR
| Q4 25 | $0.17 | $2.05 | ||
| Q3 25 | — | $1.87 | ||
| Q2 25 | $-0.27 | $1.68 | ||
| Q1 25 | — | $1.57 | ||
| Q4 24 | $-0.02 | $1.29 | ||
| Q3 24 | $-0.17 | $1.15 | ||
| Q2 24 | $-0.20 | $1.00 | ||
| Q1 24 | $-0.27 | $1.04 |
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 | $106.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $231.0M | $942.7M |
| 总资产 | $852.7M | $3.1B |
| 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LEPLMR
| Q4 25 | $36.3M | $106.9M | ||
| Q3 25 | — | $111.7M | ||
| Q2 25 | $18.1M | $81.3M | ||
| Q1 25 | — | $119.3M | ||
| Q4 24 | $30.4M | $80.4M | ||
| Q3 24 | $25.6M | $86.5M | ||
| Q2 24 | $27.4M | $47.8M | ||
| Q1 24 | $25.3M | $61.4M |
股东权益LEPLMR
| Q4 25 | $231.0M | $942.7M | ||
| Q3 25 | — | $878.1M | ||
| Q2 25 | $230.1M | $847.2M | ||
| Q1 25 | — | $790.4M | ||
| Q4 24 | $223.6M | $729.0M | ||
| Q3 24 | $226.5M | $703.3M | ||
| Q2 24 | $234.6M | $532.6M | ||
| Q1 24 | $241.6M | $501.7M |
总资产LEPLMR
| Q4 25 | $852.7M | $3.1B | ||
| Q3 25 | — | $2.9B | ||
| Q2 25 | $760.5M | $2.8B | ||
| Q1 25 | — | $2.4B | ||
| Q4 24 | $843.6M | $2.3B | ||
| Q3 24 | $802.5M | $2.3B | ||
| 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 | $409.1M |
| 自由现金流经营现金流 - 资本支出 | $-22.4M | $409.0M |
| 自由现金流率自由现金流/营收 | -7.1% | 161.4% |
| 资本支出强度资本支出/营收 | 2.1% | 0.1% |
| 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 | $700.6M |
8季度趋势，按日历期对齐
经营现金流LEPLMR
| Q4 25 | $-15.7M | $409.1M | ||
| Q3 25 | — | $83.6M | ||
| Q2 25 | $-22.5M | $120.9M | ||
| Q1 25 | — | $87.2M | ||
| Q4 24 | $-17.1M | $261.2M | ||
| Q3 24 | $30.7M | $100.3M | ||
| Q2 24 | $-25.8M | $55.1M | ||
| Q1 24 | $93.9M | $33.1M |
自由现金流LEPLMR
| Q4 25 | $-22.4M | $409.0M | ||
| Q3 25 | — | $83.6M | ||
| Q2 25 | $-30.7M | $120.8M | ||
| Q1 25 | — | $87.1M | ||
| Q4 24 | $-27.8M | $260.9M | ||
| Q3 24 | $26.0M | $100.1M | ||
| Q2 24 | $-32.6M | — | ||
| Q1 24 | $87.5M | — |
自由现金流率LEPLMR
| Q4 25 | -7.1% | 161.4% | ||
| Q3 25 | — | 34.2% | ||
| Q2 25 | -11.8% | 59.4% | ||
| Q1 25 | — | 49.9% | ||
| Q4 24 | -8.7% | 167.5% | ||
| Q3 24 | 8.2% | 67.4% | ||
| Q2 24 | -11.4% | — | ||
| Q1 24 | 17.0% | — |
资本支出强度LEPLMR
| Q4 25 | 2.1% | 0.1% | ||
| Q3 25 | — | 0.0% | ||
| Q2 25 | 3.2% | 0.0% | ||
| Q1 25 | — | 0.0% | ||
| Q4 24 | 3.3% | 0.2% | ||
| Q3 24 | 1.5% | 0.1% | ||
| Q2 24 | 2.4% | 0.0% | ||
| Q1 24 | 1.2% | 0.0% |
现金转化率LEPLMR
| Q4 25 | -3.03× | — | ||
| Q3 25 | — | 1.63× | ||
| Q2 25 | — | 2.60× | ||
| Q1 25 | — | 2.03× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 3.29× | ||
| Q2 24 | — | 2.14× | ||
| Q1 24 | — | 1.26× |
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% |
PLMR
暂无分部数据
