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LANDS' END, INC.（LE）与Ultragenyx Pharmaceutical Inc.（RARE）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Ultragenyx Pharmaceutical Inc.的1.5倍（$317.5M vs $207.3M），LANDS' END, INC.净利率更高（1.6% vs -62.0%，领先63.6%），Ultragenyx Pharmaceutical Inc.同比增速更快（25.9% vs 0.1%），LANDS' END, INC.自由现金流更多（$-22.4M vs $-100.8M），过去两年Ultragenyx Pharmaceutical Inc.的营收复合增速更高（38.0% 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。
Ultragenyx Pharmaceutical Inc.是一家总部位于美国的生物制药企业，专注于研发罕见病和超罕见遗传病的创新治疗方案，这类疾病目前大多无获批疗法，存在大量未被满足的临床需求。公司覆盖生物制剂、小分子药物、基因疗法、反义寡核苷酸及mRNA等多种药物技术平台，研发管线涵盖骨骼、内分泌、代谢、肌肉及中枢神经系统疾病领域。
LE vs RARE — 直观对比
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $317.5M | $207.3M |
| 净利润 | $5.2M | $-128.6M |
| 毛利率 | 51.8% | — |
| 营业利润率 | 5.3% | -54.7% |
| 净利率 | 1.6% | -62.0% |
| 营收同比 | 0.1% | 25.9% |
| 净利润同比 | 198.3% | 3.5% |
| 每股收益（稀释后） | $0.17 | $-1.28 |
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
| Q4 25 | $317.5M | $207.3M | ||
| Q3 25 | — | $159.9M | ||
| Q2 25 | $261.2M | $166.5M | ||
| Q1 25 | — | $139.3M | ||
| Q4 24 | $318.6M | $164.6M | ||
| Q3 24 | $317.2M | $139.5M | ||
| Q2 24 | $285.5M | $147.0M | ||
| Q1 24 | $514.9M | $108.8M |
| Q4 25 | $5.2M | $-128.6M | ||
| Q3 25 | — | $-180.4M | ||
| Q2 25 | $-8.3M | $-115.0M | ||
| Q1 25 | — | $-151.1M | ||
| Q4 24 | $-593.0K | $-133.2M | ||
| Q3 24 | $-5.3M | $-133.5M | ||
| Q2 24 | $-6.4M | $-131.6M | ||
| Q1 24 | $-8.6M | $-170.7M |
| 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% | — |
| Q4 25 | 5.3% | -54.7% | ||
| Q3 25 | — | -106.9% | ||
| Q2 25 | -0.9% | -64.8% | ||
| Q1 25 | — | -102.6% | ||
| Q4 24 | 2.9% | -74.3% | ||
| Q3 24 | 0.8% | -94.6% | ||
| Q2 24 | 0.8% | -79.1% | ||
| Q1 24 | 1.6% | -151.9% |
| Q4 25 | 1.6% | -62.0% | ||
| Q3 25 | — | -112.8% | ||
| Q2 25 | -3.2% | -69.0% | ||
| Q1 25 | — | -108.5% | ||
| Q4 24 | -0.2% | -80.9% | ||
| Q3 24 | -1.7% | -95.7% | ||
| Q2 24 | -2.3% | -89.5% | ||
| Q1 24 | -1.7% | -156.8% |
| Q4 25 | $0.17 | $-1.28 | ||
| Q3 25 | — | $-1.81 | ||
| Q2 25 | $-0.27 | $-1.17 | ||
| Q1 25 | — | $-1.57 | ||
| Q4 24 | $-0.02 | $-1.34 | ||
| Q3 24 | $-0.17 | $-1.40 | ||
| Q2 24 | $-0.20 | $-1.52 | ||
| Q1 24 | $-0.27 | $-2.03 |
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 | $421.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $231.0M | $-80.0M |
| 总资产 | $852.7M | $1.5B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q4 25 | $36.3M | $421.0M | ||
| Q3 25 | — | $202.5M | ||
| Q2 25 | $18.1M | $176.3M | ||
| Q1 25 | — | $127.1M | ||
| Q4 24 | $30.4M | $174.0M | ||
| Q3 24 | $25.6M | $150.6M | ||
| Q2 24 | $27.4M | $480.7M | ||
| Q1 24 | $25.3M | $112.3M |
| Q4 25 | $231.0M | $-80.0M | ||
| Q3 25 | — | $9.2M | ||
| Q2 25 | $230.1M | $151.3M | ||
| Q1 25 | — | $144.2M | ||
| Q4 24 | $223.6M | $255.0M | ||
| Q3 24 | $226.5M | $346.8M | ||
| Q2 24 | $234.6M | $432.4M | ||
| Q1 24 | $241.6M | $140.3M |
| Q4 25 | $852.7M | $1.5B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | $760.5M | $1.3B | ||
| Q1 25 | — | $1.3B | ||
| Q4 24 | $843.6M | $1.5B | ||
| Q3 24 | $802.5M | $1.5B | ||
| Q2 24 | $800.1M | $1.6B | ||
| Q1 24 | $811.5M | $1.3B |
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 | $-99.8M |
| 自由现金流经营现金流 - 资本支出 | $-22.4M | $-100.8M |
| 自由现金流率自由现金流/营收 | -7.1% | -48.6% |
| 资本支出强度资本支出/营收 | 2.1% | 0.5% |
| 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 | $-472.0M |
8季度趋势，按日历期对齐
| Q4 25 | $-15.7M | $-99.8M | ||
| Q3 25 | — | $-91.4M | ||
| Q2 25 | $-22.5M | $-108.3M | ||
| Q1 25 | — | $-166.5M | ||
| Q4 24 | $-17.1M | $-79.3M | ||
| Q3 24 | $30.7M | $-67.0M | ||
| Q2 24 | $-25.8M | $-77.0M | ||
| Q1 24 | $93.9M | $-190.7M |
| Q4 25 | $-22.4M | $-100.8M | ||
| Q3 25 | — | $-92.7M | ||
| Q2 25 | $-30.7M | $-110.7M | ||
| Q1 25 | — | $-167.8M | ||
| Q4 24 | $-27.8M | $-79.5M | ||
| Q3 24 | $26.0M | $-68.6M | ||
| Q2 24 | $-32.6M | $-79.0M | ||
| Q1 24 | $87.5M | $-193.9M |
| Q4 25 | -7.1% | -48.6% | ||
| Q3 25 | — | -58.0% | ||
| Q2 25 | -11.8% | -66.5% | ||
| Q1 25 | — | -120.5% | ||
| Q4 24 | -8.7% | -48.3% | ||
| Q3 24 | 8.2% | -49.2% | ||
| Q2 24 | -11.4% | -53.7% | ||
| Q1 24 | 17.0% | -178.2% |
| Q4 25 | 2.1% | 0.5% | ||
| Q3 25 | — | 0.8% | ||
| Q2 25 | 3.2% | 1.5% | ||
| Q1 25 | — | 1.0% | ||
| Q4 24 | 3.3% | 0.1% | ||
| Q3 24 | 1.5% | 1.2% | ||
| Q2 24 | 2.4% | 1.4% | ||
| Q1 24 | 1.2% | 3.0% |
| Q4 25 | -3.03× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| 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% |
RARE
| Royalty | $105.6M | 51% |
| Products | $101.7M | 49% |
