vs
LANDS' END, INC.(LE)与POWELL INDUSTRIES INC(POWL)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POWELL INDUSTRIES INC的1.3倍($317.5M vs $251.2M),POWELL INDUSTRIES INC净利率更高(16.5% vs 1.6%,领先14.9%),POWELL INDUSTRIES INC同比增速更快(4.0% vs 0.1%),POWELL INDUSTRIES INC自由现金流更多($41.6M vs $-22.4M),过去两年POWELL INDUSTRIES INC的营收复合增速更高(-0.8% 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。
Powell Industries Inc.成立于1947年,总部位于美国得克萨斯州休斯敦,是专业的电气设备及集成封装解决方案供应商,产品主要面向工商业市场,用于电力配送环节的监测与控制。
LE vs POWL — 直观对比
营收规模更大
LE
是对方的1.3倍
$251.2M
营收增速更快
POWL
高出3.9%
0.1%
净利率更高
POWL
高出14.9%
1.6%
自由现金流更多
POWL
多$64.0M
$-22.4M
两年增速更快
POWL
近两年复合增速
-0.9%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $317.5M | $251.2M |
| 净利润 | $5.2M | $41.4M |
| 毛利率 | 51.8% | 28.4% |
| 营业利润率 | 5.3% | 17.0% |
| 净利率 | 1.6% | 16.5% |
| 营收同比 | 0.1% | 4.0% |
| 净利润同比 | 198.3% | 19.1% |
| 每股收益(稀释后) | $0.17 | $3.40 |
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
LE
POWL
| Q4 25 | $317.5M | $251.2M | ||
| Q3 25 | — | $298.0M | ||
| Q2 25 | $261.2M | $286.3M | ||
| Q1 25 | — | $278.6M | ||
| Q4 24 | $318.6M | $241.4M | ||
| Q3 24 | $317.2M | $275.1M | ||
| Q2 24 | $285.5M | $288.2M | ||
| Q1 24 | $514.9M | $255.1M |
净利润
LE
POWL
| Q4 25 | $5.2M | $41.4M | ||
| Q3 25 | — | $51.4M | ||
| Q2 25 | $-8.3M | $48.2M | ||
| Q1 25 | — | $46.3M | ||
| Q4 24 | $-593.0K | $34.8M | ||
| Q3 24 | $-5.3M | $46.1M | ||
| Q2 24 | $-6.4M | $46.2M | ||
| Q1 24 | $-8.6M | $33.5M |
毛利率
LE
POWL
| Q4 25 | 51.8% | 28.4% | ||
| Q3 25 | — | 31.4% | ||
| Q2 25 | 50.8% | 30.7% | ||
| Q1 25 | — | 29.9% | ||
| Q4 24 | 50.6% | 24.7% | ||
| Q3 24 | 47.9% | 29.2% | ||
| Q2 24 | 48.7% | 28.4% | ||
| Q1 24 | 38.0% | 24.6% |
营业利润率
LE
POWL
| Q4 25 | 5.3% | 17.0% | ||
| Q3 25 | — | 21.2% | ||
| Q2 25 | -0.9% | 21.0% | ||
| Q1 25 | — | 21.1% | ||
| Q4 24 | 2.9% | 14.7% | ||
| Q3 24 | 0.8% | 20.4% | ||
| Q2 24 | 0.8% | 19.9% | ||
| Q1 24 | 1.6% | 15.5% |
净利率
LE
POWL
| Q4 25 | 1.6% | 16.5% | ||
| Q3 25 | — | 17.3% | ||
| Q2 25 | -3.2% | 16.8% | ||
| Q1 25 | — | 16.6% | ||
| Q4 24 | -0.2% | 14.4% | ||
| Q3 24 | -1.7% | 16.7% | ||
| Q2 24 | -2.3% | 16.0% | ||
| Q1 24 | -1.7% | 13.1% |
每股收益(稀释后)
LE
POWL
| Q4 25 | $0.17 | $3.40 | ||
| Q3 25 | — | $4.23 | ||
| Q2 25 | $-0.27 | $3.96 | ||
| Q1 25 | — | $3.81 | ||
| Q4 24 | $-0.02 | $2.86 | ||
| Q3 24 | $-0.17 | $3.77 | ||
| Q2 24 | $-0.20 | $3.79 | ||
| Q1 24 | $-0.27 | $2.75 |
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 | $500.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $231.0M | $668.9M |
| 总资产 | $852.7M | $1.1B |
| 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
LE
POWL
| Q4 25 | $36.3M | $500.8M | ||
| Q3 25 | — | $475.5M | ||
| Q2 25 | $18.1M | $433.0M | ||
| Q1 25 | — | $389.3M | ||
| Q4 24 | $30.4M | $373.4M | ||
| Q3 24 | $25.6M | $358.4M | ||
| Q2 24 | $27.4M | $374.0M | ||
| Q1 24 | $25.3M | $365.3M |
股东权益
LE
POWL
| Q4 25 | $231.0M | $668.9M | ||
| Q3 25 | — | $640.8M | ||
| Q2 25 | $230.1M | $594.9M | ||
| Q1 25 | — | $541.4M | ||
| Q4 24 | $223.6M | $496.3M | ||
| Q3 24 | $226.5M | $483.1M | ||
| Q2 24 | $234.6M | $436.7M | ||
| Q1 24 | $241.6M | $393.8M |
总资产
LE
POWL
| Q4 25 | $852.7M | $1.1B | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | $760.5M | $1.0B | ||
| Q1 25 | — | $965.4M | ||
| Q4 24 | $843.6M | $912.7M | ||
| Q3 24 | $802.5M | $928.2M | ||
| Q2 24 | $800.1M | $869.0M | ||
| Q1 24 | $811.5M | $849.6M |
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 | $43.6M |
| 自由现金流经营现金流 - 资本支出 | $-22.4M | $41.6M |
| 自由现金流率自由现金流/营收 | -7.1% | 16.6% |
| 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× | 1.05× |
| 过去12个月自由现金流最近4个季度 | $-55.0M | $161.5M |
8季度趋势,按日历期对齐
经营现金流
LE
POWL
| Q4 25 | $-15.7M | $43.6M | ||
| Q3 25 | — | $61.1M | ||
| Q2 25 | $-22.5M | $47.4M | ||
| Q1 25 | — | $22.4M | ||
| Q4 24 | $-17.1M | $37.1M | ||
| Q3 24 | $30.7M | $-6.0M | ||
| Q2 24 | $-25.8M | $13.8M | ||
| Q1 24 | $93.9M | $17.0M |
自由现金流
LE
POWL
| Q4 25 | $-22.4M | $41.6M | ||
| Q3 25 | — | $59.3M | ||
| Q2 25 | $-30.7M | $42.3M | ||
| Q1 25 | — | $18.3M | ||
| Q4 24 | $-27.8M | $34.9M | ||
| Q3 24 | $26.0M | $-14.4M | ||
| Q2 24 | $-32.6M | $12.4M | ||
| Q1 24 | $87.5M | $16.1M |
自由现金流率
LE
POWL
| Q4 25 | -7.1% | 16.6% | ||
| Q3 25 | — | 19.9% | ||
| Q2 25 | -11.8% | 14.8% | ||
| Q1 25 | — | 6.6% | ||
| Q4 24 | -8.7% | 14.4% | ||
| Q3 24 | 8.2% | -5.3% | ||
| Q2 24 | -11.4% | 4.3% | ||
| Q1 24 | 17.0% | 6.3% |
资本支出强度
LE
POWL
| Q4 25 | 2.1% | 0.8% | ||
| Q3 25 | — | 0.6% | ||
| Q2 25 | 3.2% | 1.8% | ||
| Q1 25 | — | 1.5% | ||
| Q4 24 | 3.3% | 0.9% | ||
| Q3 24 | 1.5% | 3.1% | ||
| Q2 24 | 2.4% | 0.5% | ||
| Q1 24 | 1.2% | 0.4% |
现金转化率
LE
POWL
| Q4 25 | -3.03× | 1.05× | ||
| Q3 25 | — | 1.19× | ||
| Q2 25 | — | 0.98× | ||
| Q1 25 | — | 0.48× | ||
| Q4 24 | — | 1.07× | ||
| Q3 24 | — | -0.13× | ||
| Q2 24 | — | 0.30× | ||
| Q1 24 | — | 0.51× |
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% |
POWL
| Oil And Gas Service | $97.9M | 39% |
| Electricity | $69.3M | 28% |
| Commercial And Other Industrial | $40.6M | 16% |
| Petrochemical | $22.8M | 9% |
| Other Customers | $12.0M | 5% |
| Light Rail Traction Power Customer | $8.6M | 3% |