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LANDS' END, INC.（LE）与RPC INC（RES）财务数据对比。点击上方公司名可切换其他公司
RPC INC的季度营收约是LANDS' END, INC.的1.3倍（$425.8M vs $317.5M），LANDS' END, INC.净利率更高（1.6% vs -0.7%，领先2.3%），RPC INC同比增速更快（27.0% vs 0.1%），RPC INC自由现金流更多（$31.2M vs $-22.4M），过去两年RPC INC的营收复合增速更高（6.2% 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。
RPC集团是总部位于英国的企业，曾是欧洲规模最大的塑料包装供应商之一，总部坐落于北安普敦郡的拉什登。该公司此前在伦敦证券交易所上市，2019年被贝瑞全球集团收购，贝瑞全球集团又于2025年被安海斯包装收购。
LE vs RES — 直观对比
营收规模更大
RES
是对方的1.3倍
$317.5M
营收增速更快
RES
高出26.9%
0.1%
净利率更高
LE
高出2.3%
-0.7%
自由现金流更多
RES
多$53.7M
$-22.4M
两年增速更快
RES
近两年复合增速
-0.9%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $317.5M | $425.8M |
| 净利润 | $5.2M | $-3.1M |
| 毛利率 | 51.8% | 21.0% |
| 营业利润率 | 5.3% | -0.9% |
| 净利率 | 1.6% | -0.7% |
| 营收同比 | 0.1% | 27.0% |
| 净利润同比 | 198.3% | -124.0% |
| 每股收益（稀释后） | $0.17 | $-0.02 |
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LERES
| Q4 25 | $317.5M | $425.8M | ||
| Q3 25 | — | $447.1M | ||
| Q2 25 | $261.2M | $420.8M | ||
| Q1 25 | — | $332.9M | ||
| Q4 24 | $318.6M | $335.4M | ||
| Q3 24 | $317.2M | $337.7M | ||
| Q2 24 | $285.5M | $364.2M | ||
| Q1 24 | $514.9M | $377.8M |
净利润LERES
| Q4 25 | $5.2M | $-3.1M | ||
| Q3 25 | — | $13.0M | ||
| Q2 25 | $-8.3M | $10.1M | ||
| Q1 25 | — | $12.0M | ||
| Q4 24 | $-593.0K | $12.8M | ||
| Q3 24 | $-5.3M | $18.8M | ||
| Q2 24 | $-6.4M | $32.4M | ||
| Q1 24 | $-8.6M | $27.5M |
毛利率LERES
| Q4 25 | 51.8% | 21.0% | ||
| Q3 25 | — | 25.1% | ||
| Q2 25 | 50.8% | 24.5% | ||
| Q1 25 | — | 26.7% | ||
| Q4 24 | 50.6% | 25.4% | ||
| Q3 24 | 47.9% | 26.7% | ||
| Q2 24 | 48.7% | 28.0% | ||
| Q1 24 | 38.0% | 26.8% |
营业利润率LERES
| Q4 25 | 5.3% | -0.9% | ||
| Q3 25 | — | 4.7% | ||
| Q2 25 | -0.9% | 3.7% | ||
| Q1 25 | — | 3.7% | ||
| Q4 24 | 2.9% | 3.1% | ||
| Q3 24 | 0.8% | 5.7% | ||
| Q2 24 | 0.8% | 9.7% | ||
| Q1 24 | 1.6% | 8.6% |
净利率LERES
| Q4 25 | 1.6% | -0.7% | ||
| Q3 25 | — | 2.9% | ||
| Q2 25 | -3.2% | 2.4% | ||
| Q1 25 | — | 3.6% | ||
| Q4 24 | -0.2% | 3.8% | ||
| Q3 24 | -1.7% | 5.6% | ||
| Q2 24 | -2.3% | 8.9% | ||
| Q1 24 | -1.7% | 7.3% |
每股收益（稀释后）LERES
| Q4 25 | $0.17 | $-0.02 | ||
| Q3 25 | — | $0.06 | ||
| Q2 25 | $-0.27 | $0.05 | ||
| Q1 25 | — | $0.06 | ||
| Q4 24 | $-0.02 | $0.06 | ||
| Q3 24 | $-0.17 | $0.09 | ||
| Q2 24 | $-0.20 | $0.15 | ||
| Q1 24 | $-0.27 | $0.13 |
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 | $210.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $231.0M | $1.1B |
| 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
现金及短期投资LERES
| Q4 25 | $36.3M | $210.0M | ||
| Q3 25 | — | $163.5M | ||
| Q2 25 | $18.1M | $162.1M | ||
| Q1 25 | — | $326.7M | ||
| Q4 24 | $30.4M | $326.0M | ||
| Q3 24 | $25.6M | $276.9M | ||
| Q2 24 | $27.4M | $261.5M | ||
| Q1 24 | $25.3M | $212.2M |
股东权益LERES
| Q4 25 | $231.0M | $1.1B | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | $230.1M | $1.1B | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | $223.6M | $1.1B | ||
| Q3 24 | $226.5M | $1.1B | ||
| Q2 24 | $234.6M | $1.1B | ||
| Q1 24 | $241.6M | $1.0B |
总资产LERES
| Q4 25 | $852.7M | $1.5B | ||
| Q3 25 | — | $1.5B | ||
| Q2 25 | $760.5M | $1.5B | ||
| Q1 25 | — | $1.3B | ||
| Q4 24 | $843.6M | $1.4B | ||
| Q3 24 | $802.5M | $1.3B | ||
| Q2 24 | $800.1M | $1.3B | ||
| 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 | $61.9M |
| 自由现金流经营现金流 - 资本支出 | $-22.4M | $31.2M |
| 自由现金流率自由现金流/营收 | -7.1% | 7.3% |
| 资本支出强度资本支出/营收 | 2.1% | 7.2% |
| 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 | $52.9M |
8季度趋势，按日历期对齐
经营现金流LERES
| Q4 25 | $-15.7M | $61.9M | ||
| Q3 25 | — | $46.5M | ||
| Q2 25 | $-22.5M | $53.1M | ||
| Q1 25 | — | $39.9M | ||
| Q4 24 | $-17.1M | $94.2M | ||
| Q3 24 | $30.7M | $70.7M | ||
| Q2 24 | $-25.8M | $127.9M | ||
| Q1 24 | $93.9M | $56.6M |
自由现金流LERES
| Q4 25 | $-22.4M | $31.2M | ||
| Q3 25 | — | $4.1M | ||
| Q2 25 | $-30.7M | $10.0M | ||
| Q1 25 | — | $7.6M | ||
| Q4 24 | $-27.8M | $53.7M | ||
| Q3 24 | $26.0M | $19.1M | ||
| Q2 24 | $-32.6M | $52.9M | ||
| Q1 24 | $87.5M | $3.8M |
自由现金流率LERES
| Q4 25 | -7.1% | 7.3% | ||
| Q3 25 | — | 0.9% | ||
| Q2 25 | -11.8% | 2.4% | ||
| Q1 25 | — | 2.3% | ||
| Q4 24 | -8.7% | 16.0% | ||
| Q3 24 | 8.2% | 5.6% | ||
| Q2 24 | -11.4% | 14.5% | ||
| Q1 24 | 17.0% | 1.0% |
资本支出强度LERES
| Q4 25 | 2.1% | 7.2% | ||
| Q3 25 | — | 9.5% | ||
| Q2 25 | 3.2% | 10.2% | ||
| Q1 25 | — | 9.7% | ||
| Q4 24 | 3.3% | 12.1% | ||
| Q3 24 | 1.5% | 15.3% | ||
| Q2 24 | 2.4% | 20.6% | ||
| Q1 24 | 1.2% | 14.0% |
现金转化率LERES
| Q4 25 | -3.03× | — | ||
| Q3 25 | — | 3.59× | ||
| Q2 25 | — | 5.23× | ||
| Q1 25 | — | 3.31× | ||
| Q4 24 | — | 7.38× | ||
| Q3 24 | — | 3.76× | ||
| Q2 24 | — | 3.95× | ||
| Q1 24 | — | 2.06× |
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% |
RES
| Technical Service | $405.2M | 95% |
| Other | $8.8M | 2% |
| Nitrogen | $6.6M | 2% |
