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LANDS' END, INC.（LE）与LiveRamp Holdings, Inc.（RAMP）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LiveRamp Holdings, Inc.的1.5倍（$317.5M vs $212.2M），LiveRamp Holdings, Inc.净利率更高（18.8% vs 1.6%，领先17.2%），LiveRamp Holdings, Inc.同比增速更快（8.6% vs 0.1%），过去两年LiveRamp Holdings, Inc.的营收复合增速更高（11.1% 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。
LiveRamp Holdings, Inc.是一家美国SaaS企业，核心业务为提供数据连接平台，服务涵盖数据导入、线下数据线上迁移等能力，助力企业开展营销相关的数据应用，为品牌及营销从业者的数字化运营提供技术支撑。
LE vs RAMP — 直观对比
营收规模更大
LE
是对方的1.5倍
$212.2M
营收增速更快
RAMP
高出8.5%
0.1%
净利率更高
RAMP
高出17.2%
1.6%
两年增速更快
RAMP
近两年复合增速
-0.9%
损益表 — Q3 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $317.5M | $212.2M |
| 净利润 | $5.2M | $39.9M |
| 毛利率 | 51.8% | 71.9% |
| 营业利润率 | 5.3% | 18.6% |
| 净利率 | 1.6% | 18.8% |
| 营收同比 | 0.1% | 8.6% |
| 净利润同比 | 198.3% | 255.7% |
| 每股收益（稀释后） | $0.17 | $0.62 |
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LERAMP
| Q4 25 | $317.5M | $212.2M | ||
| Q3 25 | — | $199.8M | ||
| Q2 25 | $261.2M | $194.8M | ||
| Q1 25 | — | $188.7M | ||
| Q4 24 | $318.6M | $195.4M | ||
| Q3 24 | $317.2M | $185.5M | ||
| Q2 24 | $285.5M | $176.0M | ||
| Q1 24 | $514.9M | $171.9M |
净利润LERAMP
| Q4 25 | $5.2M | $39.9M | ||
| Q3 25 | — | $27.4M | ||
| Q2 25 | $-8.3M | $7.7M | ||
| Q1 25 | — | $-6.3M | ||
| Q4 24 | $-593.0K | $11.2M | ||
| Q3 24 | $-5.3M | $1.7M | ||
| Q2 24 | $-6.4M | $-7.5M | ||
| Q1 24 | $-8.6M | $-5.4M |
毛利率LERAMP
| Q4 25 | 51.8% | 71.9% | ||
| Q3 25 | — | 70.2% | ||
| Q2 25 | 50.8% | 70.1% | ||
| Q1 25 | — | 69.3% | ||
| Q4 24 | 50.6% | 71.9% | ||
| Q3 24 | 47.9% | 72.4% | ||
| Q2 24 | 48.7% | 70.6% | ||
| Q1 24 | 38.0% | 72.2% |
营业利润率LERAMP
| Q4 25 | 5.3% | 18.6% | ||
| Q3 25 | — | 10.7% | ||
| Q2 25 | -0.9% | 3.7% | ||
| Q1 25 | — | -6.1% | ||
| Q4 24 | 2.9% | 7.5% | ||
| Q3 24 | 0.8% | 4.0% | ||
| Q2 24 | 0.8% | -3.0% | ||
| Q1 24 | 1.6% | -8.3% |
净利率LERAMP
| Q4 25 | 1.6% | 18.8% | ||
| Q3 25 | — | 13.7% | ||
| Q2 25 | -3.2% | 4.0% | ||
| Q1 25 | — | -3.3% | ||
| Q4 24 | -0.2% | 5.7% | ||
| Q3 24 | -1.7% | 0.9% | ||
| Q2 24 | -2.3% | -4.3% | ||
| Q1 24 | -1.7% | -3.1% |
每股收益（稀释后）LERAMP
| Q4 25 | $0.17 | $0.62 | ||
| Q3 25 | — | $0.42 | ||
| Q2 25 | $-0.27 | $0.12 | ||
| Q1 25 | — | $-0.10 | ||
| Q4 24 | $-0.02 | $0.17 | ||
| Q3 24 | $-0.17 | $0.03 | ||
| Q2 24 | $-0.20 | $-0.11 | ||
| Q1 24 | $-0.27 | $-0.09 |
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 | $403.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $231.0M | $962.3M |
| 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LERAMP
| Q4 25 | $36.3M | $403.4M | ||
| Q3 25 | — | $376.9M | ||
| Q2 25 | $18.1M | $371.1M | ||
| Q1 25 | — | $420.8M | ||
| Q4 24 | $30.4M | $384.3M | ||
| Q3 24 | $25.6M | $348.4M | ||
| Q2 24 | $27.4M | $342.7M | ||
| Q1 24 | $25.3M | $368.9M |
股东权益LERAMP
| Q4 25 | $231.0M | $962.3M | ||
| Q3 25 | — | $943.8M | ||
| Q2 25 | $230.1M | $947.8M | ||
| Q1 25 | — | $948.9M | ||
| Q4 24 | $223.6M | $957.7M | ||
| Q3 24 | $226.5M | $932.1M | ||
| Q2 24 | $234.6M | $951.9M | ||
| Q1 24 | $241.6M | $949.1M |
总资产LERAMP
| Q4 25 | $852.7M | $1.3B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | $760.5M | $1.2B | ||
| Q1 25 | — | $1.3B | ||
| Q4 24 | $843.6M | $1.3B | ||
| Q3 24 | $802.5M | $1.2B | ||
| Q2 24 | $800.1M | $1.2B | ||
| 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 | — |
| 自由现金流经营现金流 - 资本支出 | $-22.4M | — |
| 自由现金流率自由现金流/营收 | -7.1% | — |
| 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 | — |
8季度趋势，按日历期对齐
经营现金流LERAMP
| Q4 25 | $-15.7M | — | ||
| Q3 25 | — | $57.4M | ||
| Q2 25 | $-22.5M | $-15.8M | ||
| Q1 25 | — | — | ||
| Q4 24 | $-17.1M | $45.1M | ||
| Q3 24 | $30.7M | $55.6M | ||
| Q2 24 | $-25.8M | $-9.3M | ||
| Q1 24 | $93.9M | — |
自由现金流LERAMP
| Q4 25 | $-22.4M | — | ||
| Q3 25 | — | $56.8M | ||
| Q2 25 | $-30.7M | $-16.2M | ||
| Q1 25 | — | — | ||
| Q4 24 | $-27.8M | $44.8M | ||
| Q3 24 | $26.0M | $55.4M | ||
| Q2 24 | $-32.6M | $-9.6M | ||
| Q1 24 | $87.5M | — |
自由现金流率LERAMP
| Q4 25 | -7.1% | — | ||
| Q3 25 | — | 28.4% | ||
| Q2 25 | -11.8% | -8.3% | ||
| Q1 25 | — | — | ||
| Q4 24 | -8.7% | 22.9% | ||
| Q3 24 | 8.2% | 29.8% | ||
| Q2 24 | -11.4% | -5.4% | ||
| Q1 24 | 17.0% | — |
资本支出强度LERAMP
| Q4 25 | 2.1% | 0.1% | ||
| Q3 25 | — | 0.3% | ||
| Q2 25 | 3.2% | 0.2% | ||
| Q1 25 | — | 0.2% | ||
| Q4 24 | 3.3% | 0.1% | ||
| Q3 24 | 1.5% | 0.1% | ||
| Q2 24 | 2.4% | 0.1% | ||
| Q1 24 | 1.2% | 1.0% |
现金转化率LERAMP
| Q4 25 | -3.03× | — | ||
| Q3 25 | — | 2.09× | ||
| Q2 25 | — | -2.04× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 4.02× | ||
| Q3 24 | — | 32.10× | ||
| Q2 24 | — | — | ||
| 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% |
RAMP
暂无分部数据
