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LANDS' END, INC.（LE）与Ribbon Communications Inc.（RBBN）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Ribbon Communications Inc.的2.0倍（$317.5M vs $162.6M），Ribbon Communications Inc.净利率更高（54.8% vs 1.6%，领先53.1%），LANDS' END, INC.同比增速更快（0.1% vs -10.3%），过去两年LANDS' END, INC.的营收复合增速更高（-0.9% vs -8.1%）
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。
睿宾通信公司（Ribbon Communications Inc.）主要为电信运营商、企业及关键基础设施领域提供软件、IP与光网络解决方案。公司于2017年由Genband与Sonus Networks合并成立，总部位于美国得克萨斯州普莱诺，是一家上市科技企业。
LE vs RBBN — 直观对比
营收规模更大
LE
是对方的2.0倍
$162.6M
营收增速更快
LE
高出10.4%
-10.3%
净利率更高
RBBN
高出53.1%
1.6%
两年增速更快
LE
近两年复合增速
-8.1%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $317.5M | $162.6M |
| 净利润 | $5.2M | $89.1M |
| 毛利率 | 51.8% | 42.9% |
| 营业利润率 | 5.3% | 37.6% |
| 净利率 | 1.6% | 54.8% |
| 营收同比 | 0.1% | -10.3% |
| 净利润同比 | 198.3% | — |
| 每股收益（稀释后） | $0.17 | $0.50 |
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LERBBN
| Q1 26 | — | $162.6M | ||
| Q4 25 | $317.5M | $227.3M | ||
| Q3 25 | — | $215.4M | ||
| Q2 25 | $261.2M | $220.6M | ||
| Q1 25 | — | $181.3M | ||
| Q4 24 | $318.6M | $251.4M | ||
| Q3 24 | $317.2M | $210.2M | ||
| Q2 24 | $285.5M | $192.6M |
净利润LERBBN
| Q1 26 | — | $89.1M | ||
| Q4 25 | $5.2M | — | ||
| Q3 25 | — | $-12.1M | ||
| Q2 25 | $-8.3M | $-11.1M | ||
| Q1 25 | — | $-26.2M | ||
| Q4 24 | $-593.0K | — | ||
| Q3 24 | $-5.3M | $-13.4M | ||
| Q2 24 | $-6.4M | $-16.8M |
毛利率LERBBN
| Q1 26 | — | 42.9% | ||
| Q4 25 | 51.8% | 53.3% | ||
| Q3 25 | — | 50.1% | ||
| Q2 25 | 50.8% | 49.6% | ||
| Q1 25 | — | 45.4% | ||
| Q4 24 | 50.6% | 55.7% | ||
| Q3 24 | 47.9% | 52.1% | ||
| Q2 24 | 48.7% | 50.8% |
营业利润率LERBBN
| Q1 26 | — | 37.6% | ||
| Q4 25 | 5.3% | 4.1% | ||
| Q3 25 | — | 1.3% | ||
| Q2 25 | -0.9% | 1.9% | ||
| Q1 25 | — | -10.8% | ||
| Q4 24 | 2.9% | 13.2% | ||
| Q3 24 | 0.8% | -0.4% | ||
| Q2 24 | 0.8% | -1.0% |
净利率LERBBN
| Q1 26 | — | 54.8% | ||
| Q4 25 | 1.6% | — | ||
| Q3 25 | — | -5.6% | ||
| Q2 25 | -3.2% | -5.0% | ||
| Q1 25 | — | -14.5% | ||
| Q4 24 | -0.2% | — | ||
| Q3 24 | -1.7% | -6.4% | ||
| Q2 24 | -2.3% | -8.7% |
每股收益（稀释后）LERBBN
| Q1 26 | — | $0.50 | ||
| Q4 25 | $0.17 | $0.50 | ||
| Q3 25 | — | $-0.07 | ||
| Q2 25 | $-0.27 | $-0.06 | ||
| Q1 25 | — | $-0.15 | ||
| Q4 24 | $-0.02 | $0.05 | ||
| Q3 24 | $-0.17 | $-0.08 | ||
| Q2 24 | $-0.20 | $-0.10 |
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 | $67.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $231.0M | $419.1M |
| 总资产 | $852.7M | — |
| 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LERBBN
| Q1 26 | — | $67.6M | ||
| Q4 25 | $36.3M | $96.4M | ||
| Q3 25 | — | $74.8M | ||
| Q2 25 | $18.1M | $60.5M | ||
| Q1 25 | — | $71.2M | ||
| Q4 24 | $30.4M | $87.8M | ||
| Q3 24 | $25.6M | $37.2M | ||
| Q2 24 | $27.4M | $64.6M |
总债务LERBBN
| Q1 26 | — | — | ||
| Q4 25 | — | $342.1M | ||
| Q3 25 | — | $344.3M | ||
| Q2 25 | — | $346.5M | ||
| Q1 25 | — | $347.4M | ||
| Q4 24 | — | $348.3M | ||
| Q3 24 | — | $349.1M | ||
| Q2 24 | — | $350.0M |
股东权益LERBBN
| Q1 26 | — | $419.1M | ||
| Q4 25 | $231.0M | $449.0M | ||
| Q3 25 | — | $360.1M | ||
| Q2 25 | $230.1M | $370.4M | ||
| Q1 25 | — | $381.8M | ||
| Q4 24 | $223.6M | $404.6M | ||
| Q3 24 | $226.5M | $395.5M | ||
| Q2 24 | $234.6M | $405.0M |
总资产LERBBN
| Q1 26 | — | — | ||
| Q4 25 | $852.7M | $1.2B | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | $760.5M | $1.1B | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | $843.6M | $1.2B | ||
| Q3 24 | $802.5M | $1.1B | ||
| Q2 24 | $800.1M | $1.1B |
负债/权益比LERBBN
| Q1 26 | — | — | ||
| Q4 25 | — | 0.76× | ||
| Q3 25 | — | 0.96× | ||
| Q2 25 | — | 0.94× | ||
| Q1 25 | — | 0.91× | ||
| Q4 24 | — | 0.86× | ||
| Q3 24 | — | 0.88× | ||
| Q2 24 | — | 0.86× |
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% | — |
| 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LERBBN
| Q1 26 | — | — | ||
| Q4 25 | $-15.7M | $29.2M | ||
| Q3 25 | — | $26.5M | ||
| Q2 25 | $-22.5M | $-795.0K | ||
| Q1 25 | — | $-3.5M | ||
| Q4 24 | $-17.1M | $61.8M | ||
| Q3 24 | $30.7M | $-14.8M | ||
| Q2 24 | $-25.8M | $-9.8M |
自由现金流LERBBN
| Q1 26 | — | — | ||
| Q4 25 | $-22.4M | $27.3M | ||
| Q3 25 | — | $21.0M | ||
| Q2 25 | $-30.7M | $-6.5M | ||
| Q1 25 | — | $-15.7M | ||
| Q4 24 | $-27.8M | $53.8M | ||
| Q3 24 | $26.0M | $-23.7M | ||
| Q2 24 | $-32.6M | $-12.9M |
自由现金流率LERBBN
| Q1 26 | — | — | ||
| Q4 25 | -7.1% | 12.0% | ||
| Q3 25 | — | 9.7% | ||
| Q2 25 | -11.8% | -2.9% | ||
| Q1 25 | — | -8.7% | ||
| Q4 24 | -8.7% | 21.4% | ||
| Q3 24 | 8.2% | -11.3% | ||
| Q2 24 | -11.4% | -6.7% |
资本支出强度LERBBN
| Q1 26 | — | — | ||
| Q4 25 | 2.1% | 0.9% | ||
| Q3 25 | — | 2.6% | ||
| Q2 25 | 3.2% | 2.6% | ||
| Q1 25 | — | 6.7% | ||
| Q4 24 | 3.3% | 3.2% | ||
| Q3 24 | 1.5% | 4.2% | ||
| Q2 24 | 2.4% | 1.6% |
现金转化率LERBBN
| Q1 26 | — | — | ||
| Q4 25 | -3.03× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 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% |
RBBN
| Service | $94.5M | 58% |
| Product | $68.1M | 42% |
