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LANDS' END, INC.（LE）与RBC Bearings INC（RBC）财务数据对比。点击上方公司名可切换其他公司
RBC Bearings INC的季度营收约是LANDS' END, INC.的1.5倍（$461.6M vs $317.5M），RBC Bearings INC净利率更高（14.6% vs 1.6%，领先13.0%），RBC Bearings INC同比增速更快（17.0% vs 0.1%），RBC Bearings INC自由现金流更多（$99.1M vs $-22.4M），过去两年RBC Bearings INC的营收复合增速更高（5.6% 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。
该文本实际介绍的并非RBC Bearings，而是美国多佛公司。多佛是一家工业产品综合制造商，1955年成立，总部位于伊利诺伊州当纳斯格罗夫。2021年其业务分为五大板块：工程产品、清洁能源与加注、成像与识别、泵与工艺解决方案、气候与可持续技术，是标普500成分股，在纽约证券交易所上市。
LE vs RBC — 直观对比
营收规模更大
RBC
是对方的1.5倍
$317.5M
营收增速更快
RBC
高出16.9%
0.1%
净利率更高
RBC
高出13.0%
1.6%
自由现金流更多
RBC
多$121.5M
$-22.4M
两年增速更快
RBC
近两年复合增速
-0.9%
损益表 — Q3 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $317.5M | $461.6M |
| 净利润 | $5.2M | $67.4M |
| 毛利率 | 51.8% | 44.3% |
| 营业利润率 | 5.3% | 22.3% |
| 净利率 | 1.6% | 14.6% |
| 营收同比 | 0.1% | 17.0% |
| 净利润同比 | 198.3% | 16.4% |
| 每股收益（稀释后） | $0.17 | $2.13 |
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LERBC
| Q4 25 | $317.5M | $461.6M | ||
| Q3 25 | — | $455.3M | ||
| Q2 25 | $261.2M | $436.0M | ||
| Q1 25 | — | $437.7M | ||
| Q4 24 | $318.6M | $394.4M | ||
| Q3 24 | $317.2M | $397.9M | ||
| Q2 24 | $285.5M | $406.3M | ||
| Q1 24 | $514.9M | $413.7M |
净利润LERBC
| Q4 25 | $5.2M | $67.4M | ||
| Q3 25 | — | $60.0M | ||
| Q2 25 | $-8.3M | $68.5M | ||
| Q1 25 | — | $72.7M | ||
| Q4 24 | $-593.0K | $57.9M | ||
| Q3 24 | $-5.3M | $54.2M | ||
| Q2 24 | $-6.4M | $61.4M | ||
| Q1 24 | $-8.6M | — |
毛利率LERBC
| Q4 25 | 51.8% | 44.3% | ||
| Q3 25 | — | 44.1% | ||
| Q2 25 | 50.8% | 44.8% | ||
| Q1 25 | — | 44.2% | ||
| Q4 24 | 50.6% | 44.3% | ||
| Q3 24 | 47.9% | 43.7% | ||
| Q2 24 | 48.7% | 45.3% | ||
| Q1 24 | 38.0% | 43.1% |
营业利润率LERBC
| Q4 25 | 5.3% | 22.3% | ||
| Q3 25 | — | 21.5% | ||
| Q2 25 | -0.9% | 23.2% | ||
| Q1 25 | — | 23.0% | ||
| Q4 24 | 2.9% | 21.7% | ||
| Q3 24 | 0.8% | 21.6% | ||
| Q2 24 | 0.8% | 24.0% | ||
| Q1 24 | 1.6% | 22.8% |
净利率LERBC
| Q4 25 | 1.6% | 14.6% | ||
| Q3 25 | — | 13.2% | ||
| Q2 25 | -3.2% | 15.7% | ||
| Q1 25 | — | 16.6% | ||
| Q4 24 | -0.2% | 14.7% | ||
| Q3 24 | -1.7% | 13.6% | ||
| Q2 24 | -2.3% | 15.1% | ||
| Q1 24 | -1.7% | — |
每股收益（稀释后）LERBC
| Q4 25 | $0.17 | $2.13 | ||
| Q3 25 | — | $1.90 | ||
| Q2 25 | $-0.27 | $2.17 | ||
| Q1 25 | — | $2.33 | ||
| Q4 24 | $-0.02 | $1.82 | ||
| Q3 24 | $-0.17 | $1.65 | ||
| Q2 24 | $-0.20 | $1.90 | ||
| Q1 24 | $-0.27 | $1.92 |
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 | $107.6M |
| 总债务越低越好 | — | $990.2M |
| 股东权益账面价值 | $231.0M | $3.3B |
| 总资产 | $852.7M | $5.1B |
| 负债/权益比越低杠杆越低 | — | 0.30× |
8季度趋势，按日历期对齐
现金及短期投资LERBC
| Q4 25 | $36.3M | $107.6M | ||
| Q3 25 | — | $91.2M | ||
| Q2 25 | $18.1M | $132.9M | ||
| Q1 25 | — | $36.8M | ||
| Q4 24 | $30.4M | — | ||
| Q3 24 | $25.6M | — | ||
| Q2 24 | $27.4M | $76.8M | ||
| Q1 24 | $25.3M | $63.5M |
总债务LERBC
| Q4 25 | — | $990.2M | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $915.6M | ||
| Q1 25 | — | $920.1M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $1.2B |
股东权益LERBC
| Q4 25 | $231.0M | $3.3B | ||
| Q3 25 | — | $3.2B | ||
| Q2 25 | $230.1M | $3.1B | ||
| Q1 25 | — | $3.0B | ||
| Q4 24 | $223.6M | $2.9B | ||
| Q3 24 | $226.5M | $2.9B | ||
| Q2 24 | $234.6M | $2.8B | ||
| Q1 24 | $241.6M | $2.8B |
总资产LERBC
| Q4 25 | $852.7M | $5.1B | ||
| Q3 25 | — | $5.1B | ||
| Q2 25 | $760.5M | $4.8B | ||
| Q1 25 | — | $4.7B | ||
| Q4 24 | $843.6M | $4.7B | ||
| Q3 24 | $802.5M | $4.7B | ||
| Q2 24 | $800.1M | $4.7B | ||
| Q1 24 | $811.5M | $4.7B |
负债/权益比LERBC
| Q4 25 | — | 0.30× | ||
| Q3 25 | — | 0.34× | ||
| Q2 25 | — | 0.29× | ||
| Q1 25 | — | 0.30× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 0.43× |
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 | $122.1M |
| 自由现金流经营现金流 - 资本支出 | $-22.4M | $99.1M |
| 自由现金流率自由现金流/营收 | -7.1% | 21.5% |
| 资本支出强度资本支出/营收 | 2.1% | 5.0% |
| 现金转化率经营现金流/净利润 | -3.03× | 1.81× |
| 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LERBC
| Q4 25 | $-15.7M | $122.1M | ||
| Q3 25 | — | $88.4M | ||
| Q2 25 | $-22.5M | $120.0M | ||
| Q1 25 | — | — | ||
| Q4 24 | $-17.1M | $84.0M | ||
| Q3 24 | $30.7M | — | ||
| Q2 24 | $-25.8M | $97.4M | ||
| Q1 24 | $93.9M | — |
自由现金流LERBC
| Q4 25 | $-22.4M | $99.1M | ||
| Q3 25 | — | $71.7M | ||
| Q2 25 | $-30.7M | $104.3M | ||
| Q1 25 | — | — | ||
| Q4 24 | $-27.8M | $73.6M | ||
| Q3 24 | $26.0M | — | ||
| Q2 24 | $-32.6M | $88.4M | ||
| Q1 24 | $87.5M | — |
自由现金流率LERBC
| Q4 25 | -7.1% | 21.5% | ||
| Q3 25 | — | 15.7% | ||
| Q2 25 | -11.8% | 23.9% | ||
| Q1 25 | — | — | ||
| Q4 24 | -8.7% | 18.7% | ||
| Q3 24 | 8.2% | — | ||
| Q2 24 | -11.4% | 21.8% | ||
| Q1 24 | 17.0% | — |
资本支出强度LERBC
| Q4 25 | 2.1% | 5.0% | ||
| Q3 25 | — | 3.7% | ||
| Q2 25 | 3.2% | 3.6% | ||
| Q1 25 | — | 3.2% | ||
| Q4 24 | 3.3% | 2.6% | ||
| Q3 24 | 1.5% | 4.1% | ||
| Q2 24 | 2.4% | 2.2% | ||
| Q1 24 | 1.2% | — |
现金转化率LERBC
| Q4 25 | -3.03× | 1.81× | ||
| Q3 25 | — | 1.47× | ||
| Q2 25 | — | 1.75× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.45× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 1.59× | ||
| 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% |
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
