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LANDS' END, INC.（LE）与REPLIGEN CORP（RGEN）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REPLIGEN CORP的1.6倍（$317.5M vs $197.9M），REPLIGEN CORP净利率更高（6.7% vs 1.6%，领先5.1%），REPLIGEN CORP同比增速更快（13.6% vs 0.1%），REPLIGEN CORP自由现金流更多（$17.6M vs $-22.4M），过去两年REPLIGEN CORP的营收复合增速更高（14.4% 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。
Repligen是一家全球生命科学企业，专注于创新生物工艺技术与系统的研发及商业化，助力提升生物药生产效率。公司1981年成立，总部位于美国马萨诸塞州沃尔瑟姆，于纳斯达克挂牌上市，股票代码RGEN，截至2025年全球员工超1900人，主要服务生物制药领域客户。
LE vs RGEN — 直观对比
营收规模更大
LE
是对方的1.6倍
$197.9M
营收增速更快
RGEN
高出13.5%
0.1%
净利率更高
RGEN
高出5.1%
1.6%
自由现金流更多
RGEN
多$40.0M
$-22.4M
两年增速更快
RGEN
近两年复合增速
-0.9%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $317.5M | $197.9M |
| 净利润 | $5.2M | $13.3M |
| 毛利率 | 51.8% | 52.5% |
| 营业利润率 | 5.3% | 9.0% |
| 净利率 | 1.6% | 6.7% |
| 营收同比 | 0.1% | 13.6% |
| 净利润同比 | 198.3% | 143.9% |
| 每股收益（稀释后） | $0.17 | $0.24 |
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LERGEN
| Q4 25 | $317.5M | $197.9M | ||
| Q3 25 | — | $188.8M | ||
| Q2 25 | $261.2M | $182.4M | ||
| Q1 25 | — | $169.2M | ||
| Q4 24 | $318.6M | $174.1M | ||
| Q3 24 | $317.2M | $154.9M | ||
| Q2 24 | $285.5M | $154.1M | ||
| Q1 24 | $514.9M | $151.3M |
净利润LERGEN
| Q4 25 | $5.2M | $13.3M | ||
| Q3 25 | — | $14.9M | ||
| Q2 25 | $-8.3M | $14.9M | ||
| Q1 25 | — | $5.8M | ||
| Q4 24 | $-593.0K | $-30.3M | ||
| Q3 24 | $-5.3M | $-654.0K | ||
| Q2 24 | $-6.4M | $3.3M | ||
| Q1 24 | $-8.6M | $2.1M |
毛利率LERGEN
| Q4 25 | 51.8% | 52.5% | ||
| Q3 25 | — | 53.2% | ||
| Q2 25 | 50.8% | 50.0% | ||
| Q1 25 | — | 53.6% | ||
| Q4 24 | 50.6% | 26.1% | ||
| Q3 24 | 47.9% | 50.0% | ||
| Q2 24 | 48.7% | 49.8% | ||
| Q1 24 | 38.0% | 49.5% |
营业利润率LERGEN
| Q4 25 | 5.3% | 9.0% | ||
| Q3 25 | — | 8.9% | ||
| Q2 25 | -0.9% | 7.6% | ||
| Q1 25 | — | 3.9% | ||
| Q4 24 | 2.9% | -17.7% | ||
| Q3 24 | 0.8% | -5.1% | ||
| Q2 24 | 0.8% | 1.0% | ||
| Q1 24 | 1.6% | 1.3% |
净利率LERGEN
| Q4 25 | 1.6% | 6.7% | ||
| Q3 25 | — | 7.9% | ||
| Q2 25 | -3.2% | 8.2% | ||
| Q1 25 | — | 3.4% | ||
| Q4 24 | -0.2% | -17.4% | ||
| Q3 24 | -1.7% | -0.4% | ||
| Q2 24 | -2.3% | 2.2% | ||
| Q1 24 | -1.7% | 1.4% |
每股收益（稀释后）LERGEN
| Q4 25 | $0.17 | $0.24 | ||
| Q3 25 | — | $0.26 | ||
| Q2 25 | $-0.27 | $0.26 | ||
| Q1 25 | — | $0.10 | ||
| Q4 24 | $-0.02 | $-0.55 | ||
| Q3 24 | $-0.17 | $-0.01 | ||
| Q2 24 | $-0.20 | $0.06 | ||
| Q1 24 | $-0.27 | $0.04 |
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 | $767.6M |
| 总债务越低越好 | — | $542.2M |
| 股东权益账面价值 | $231.0M | $2.1B |
| 总资产 | $852.7M | $2.9B |
| 负债/权益比越低杠杆越低 | — | 0.26× |
8季度趋势，按日历期对齐
现金及短期投资LERGEN
| Q4 25 | $36.3M | $767.6M | ||
| Q3 25 | — | $748.7M | ||
| Q2 25 | $18.1M | $708.9M | ||
| Q1 25 | — | $697.2M | ||
| Q4 24 | $30.4M | $757.4M | ||
| Q3 24 | $25.6M | $784.0M | ||
| Q2 24 | $27.4M | $809.1M | ||
| Q1 24 | $25.3M | $780.6M |
总债务LERGEN
| Q4 25 | — | $542.2M | ||
| Q3 25 | — | $537.9M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $525.6M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益LERGEN
| Q4 25 | $231.0M | $2.1B | ||
| Q3 25 | — | $2.1B | ||
| Q2 25 | $230.1M | $2.1B | ||
| Q1 25 | — | $2.0B | ||
| Q4 24 | $223.6M | $2.0B | ||
| Q3 24 | $226.5M | $2.0B | ||
| Q2 24 | $234.6M | $2.0B | ||
| Q1 24 | $241.6M | $2.0B |
总资产LERGEN
| Q4 25 | $852.7M | $2.9B | ||
| Q3 25 | — | $2.9B | ||
| Q2 25 | $760.5M | $2.9B | ||
| Q1 25 | — | $2.9B | ||
| Q4 24 | $843.6M | $2.8B | ||
| Q3 24 | $802.5M | $2.8B | ||
| Q2 24 | $800.1M | $2.9B | ||
| Q1 24 | $811.5M | $2.8B |
负债/权益比LERGEN
| Q4 25 | — | 0.26× | ||
| Q3 25 | — | 0.26× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.27× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $25.7M |
| 自由现金流经营现金流 - 资本支出 | $-22.4M | $17.6M |
| 自由现金流率自由现金流/营收 | -7.1% | 8.9% |
| 资本支出强度资本支出/营收 | 2.1% | 4.1% |
| 现金转化率经营现金流/净利润 | -3.03× | 1.93× |
| 过去12个月自由现金流最近4个季度 | $-55.0M | $93.9M |
8季度趋势，按日历期对齐
经营现金流LERGEN
| Q4 25 | $-15.7M | $25.7M | ||
| Q3 25 | — | $48.1M | ||
| Q2 25 | $-22.5M | $28.6M | ||
| Q1 25 | — | $15.0M | ||
| Q4 24 | $-17.1M | $39.2M | ||
| Q3 24 | $30.7M | $49.3M | ||
| Q2 24 | $-25.8M | $42.2M | ||
| Q1 24 | $93.9M | $44.7M |
自由现金流LERGEN
| Q4 25 | $-22.4M | $17.6M | ||
| Q3 25 | — | $43.4M | ||
| Q2 25 | $-30.7M | $21.5M | ||
| Q1 25 | — | $11.4M | ||
| Q4 24 | $-27.8M | $33.6M | ||
| Q3 24 | $26.0M | $42.3M | ||
| Q2 24 | $-32.6M | $37.4M | ||
| Q1 24 | $87.5M | $36.4M |
自由现金流率LERGEN
| Q4 25 | -7.1% | 8.9% | ||
| Q3 25 | — | 23.0% | ||
| Q2 25 | -11.8% | 11.8% | ||
| Q1 25 | — | 6.8% | ||
| Q4 24 | -8.7% | 19.3% | ||
| Q3 24 | 8.2% | 27.3% | ||
| Q2 24 | -11.4% | 24.3% | ||
| Q1 24 | 17.0% | 24.0% |
资本支出强度LERGEN
| Q4 25 | 2.1% | 4.1% | ||
| Q3 25 | — | 2.5% | ||
| Q2 25 | 3.2% | 3.9% | ||
| Q1 25 | — | 2.1% | ||
| Q4 24 | 3.3% | 3.2% | ||
| Q3 24 | 1.5% | 4.5% | ||
| Q2 24 | 2.4% | 3.1% | ||
| Q1 24 | 1.2% | 5.5% |
现金转化率LERGEN
| Q4 25 | -3.03× | 1.93× | ||
| Q3 25 | — | 3.23× | ||
| Q2 25 | — | 1.92× | ||
| Q1 25 | — | 2.57× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 12.70× | ||
| Q1 24 | — | 21.35× |
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% |
RGEN
暂无分部数据
