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LANDS' END, INC.（LE）与ProPetro Holding Corp.（PUMP）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ProPetro Holding Corp.的1.1倍（$317.5M vs $289.7M），LANDS' END, INC.同比增速更快（0.1% vs -9.6%），ProPetro Holding Corp.自由现金流更多（$16.8M vs $-22.4M），过去两年LANDS' END, INC.的营收复合增速更高（-0.9% vs -15.5%）
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。
ProPetro Holding Corp.是一家总部位于美国的油田服务供应商，主要为陆上油气勘探开采企业提供水力压裂、完井及相关配套服务，核心业务集中在横跨德克萨斯州和新墨西哥州的二叠纪盆地。
LE vs PUMP — 直观对比
营收规模更大
LE
是对方的1.1倍
$289.7M
营收增速更快
LE
高出9.7%
-9.6%
自由现金流更多
PUMP
多$39.2M
$-22.4M
两年增速更快
LE
近两年复合增速
-15.5%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $317.5M | $289.7M |
| 净利润 | $5.2M | — |
| 毛利率 | 51.8% | — |
| 营业利润率 | 5.3% | 2.1% |
| 净利率 | 1.6% | — |
| 营收同比 | 0.1% | -9.6% |
| 净利润同比 | 198.3% | — |
| 每股收益（稀释后） | $0.17 | $0.01 |
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LEPUMP
| Q4 25 | $317.5M | $289.7M | ||
| Q3 25 | — | $293.9M | ||
| Q2 25 | $261.2M | $326.2M | ||
| Q1 25 | — | $359.4M | ||
| Q4 24 | $318.6M | $320.6M | ||
| Q3 24 | $317.2M | $360.9M | ||
| Q2 24 | $285.5M | $357.0M | ||
| Q1 24 | $514.9M | $405.8M |
净利润LEPUMP
| Q4 25 | $5.2M | — | ||
| Q3 25 | — | $-2.4M | ||
| Q2 25 | $-8.3M | $-7.2M | ||
| Q1 25 | — | $9.6M | ||
| Q4 24 | $-593.0K | — | ||
| Q3 24 | $-5.3M | $-137.1M | ||
| Q2 24 | $-6.4M | $-3.7M | ||
| Q1 24 | $-8.6M | $19.9M |
毛利率LEPUMP
| 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LEPUMP
| Q4 25 | 5.3% | 2.1% | ||
| Q3 25 | — | -2.1% | ||
| Q2 25 | -0.9% | -1.0% | ||
| Q1 25 | — | 2.6% | ||
| Q4 24 | 2.9% | -5.8% | ||
| Q3 24 | 0.8% | -49.4% | ||
| Q2 24 | 0.8% | -0.1% | ||
| Q1 24 | 1.6% | 7.5% |
净利率LEPUMP
| Q4 25 | 1.6% | — | ||
| Q3 25 | — | -0.8% | ||
| Q2 25 | -3.2% | -2.2% | ||
| Q1 25 | — | 2.7% | ||
| Q4 24 | -0.2% | — | ||
| Q3 24 | -1.7% | -38.0% | ||
| Q2 24 | -2.3% | -1.0% | ||
| Q1 24 | -1.7% | 4.9% |
每股收益（稀释后）LEPUMP
| Q4 25 | $0.17 | $0.01 | ||
| Q3 25 | — | $-0.02 | ||
| Q2 25 | $-0.27 | $-0.07 | ||
| Q1 25 | — | $0.09 | ||
| Q4 24 | $-0.02 | $-0.14 | ||
| Q3 24 | $-0.17 | $-1.32 | ||
| Q2 24 | $-0.20 | $-0.03 | ||
| Q1 24 | $-0.27 | $0.18 |
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 | $91.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $231.0M | $829.8M |
| 总资产 | $852.7M | $1.3B |
| 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LEPUMP
| Q4 25 | $36.3M | $91.3M | ||
| Q3 25 | — | $76.7M | ||
| Q2 25 | $18.1M | $83.0M | ||
| Q1 25 | — | $71.4M | ||
| Q4 24 | $30.4M | $58.3M | ||
| Q3 24 | $25.6M | $54.0M | ||
| Q2 24 | $27.4M | $74.7M | ||
| Q1 24 | $25.3M | $53.6M |
股东权益LEPUMP
| Q4 25 | $231.0M | $829.8M | ||
| Q3 25 | — | $826.2M | ||
| Q2 25 | $230.1M | $824.0M | ||
| Q1 25 | — | $826.5M | ||
| Q4 24 | $223.6M | $816.3M | ||
| Q3 24 | $226.5M | $833.0M | ||
| Q2 24 | $234.6M | $975.8M | ||
| Q1 24 | $241.6M | $998.2M |
总资产LEPUMP
| Q4 25 | $852.7M | $1.3B | ||
| Q3 25 | — | $1.3B | ||
| Q2 25 | $760.5M | $1.2B | ||
| Q1 25 | — | $1.2B | ||
| Q4 24 | $843.6M | $1.2B | ||
| Q3 24 | $802.5M | $1.3B | ||
| Q2 24 | $800.1M | $1.5B | ||
| Q1 24 | $811.5M | $1.2B |
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 | $81.0M |
| 自由现金流经营现金流 - 资本支出 | $-22.4M | $16.8M |
| 自由现金流率自由现金流/营收 | -7.1% | 5.8% |
| 资本支出强度资本支出/营收 | 2.1% | 22.2% |
| 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 | $45.3M |
8季度趋势，按日历期对齐
经营现金流LEPUMP
| Q4 25 | $-15.7M | $81.0M | ||
| Q3 25 | — | $41.7M | ||
| Q2 25 | $-22.5M | $54.2M | ||
| Q1 25 | — | $54.7M | ||
| Q4 24 | $-17.1M | $37.9M | ||
| Q3 24 | $30.7M | $34.7M | ||
| Q2 24 | $-25.8M | $104.9M | ||
| Q1 24 | $93.9M | $74.8M |
自由现金流LEPUMP
| Q4 25 | $-22.4M | $16.8M | ||
| Q3 25 | — | $-2.4M | ||
| Q2 25 | $-30.7M | $17.1M | ||
| Q1 25 | — | $13.8M | ||
| Q4 24 | $-27.8M | $10.0M | ||
| Q3 24 | $26.0M | $-6.0M | ||
| Q2 24 | $-32.6M | $67.7M | ||
| Q1 24 | $87.5M | $40.2M |
自由现金流率LEPUMP
| Q4 25 | -7.1% | 5.8% | ||
| Q3 25 | — | -0.8% | ||
| Q2 25 | -11.8% | 5.2% | ||
| Q1 25 | — | 3.8% | ||
| Q4 24 | -8.7% | 3.1% | ||
| Q3 24 | 8.2% | -1.7% | ||
| Q2 24 | -11.4% | 19.0% | ||
| Q1 24 | 17.0% | 9.9% |
资本支出强度LEPUMP
| Q4 25 | 2.1% | 22.2% | ||
| Q3 25 | — | 15.0% | ||
| Q2 25 | 3.2% | 11.4% | ||
| Q1 25 | — | 11.4% | ||
| Q4 24 | 3.3% | 8.7% | ||
| Q3 24 | 1.5% | 11.3% | ||
| Q2 24 | 2.4% | 10.4% | ||
| Q1 24 | 1.2% | 8.5% |
现金转化率LEPUMP
| Q4 25 | -3.03× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 5.70× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 3.75× |
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% |
PUMP
| Hydraulic Fracturing Segment | $203.9M | 70% |
| Wireline Operating Segment | $55.4M | 19% |
| Cementing Operating Segment | $29.6M | 10% |
