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LANDS' END, INC.（LE）与BRC Group Holdings, Inc.（RILY）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BRC Group Holdings, Inc.的1.7倍（$317.5M vs $188.3M），BRC Group Holdings, Inc.净利率更高（47.9% vs 1.6%，领先46.3%），LANDS' END, INC.同比增速更快（0.1% vs -21.9%），过去两年LANDS' END, INC.的营收复合增速更高（-0.9% vs -15.4%）
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。
LE vs RILY — 直观对比
营收规模更大
LE
是对方的1.7倍
$188.3M
营收增速更快
LE
高出22.0%
-21.9%
净利率更高
RILY
高出46.3%
1.6%
两年增速更快
LE
近两年复合增速
-15.4%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $317.5M | $188.3M |
| 净利润 | $5.2M | $90.3M |
| 毛利率 | 51.8% | 79.5% |
| 营业利润率 | 5.3% | 32.3% |
| 净利率 | 1.6% | 47.9% |
| 营收同比 | 0.1% | -21.9% |
| 净利润同比 | 198.3% | 1710.8% |
| 每股收益（稀释后） | $0.17 | $2.78 |
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LERILY
| Q4 25 | $317.5M | $188.3M | ||
| Q3 25 | — | $215.3M | ||
| Q2 25 | $261.2M | $188.2M | ||
| Q1 25 | — | $197.2M | ||
| Q4 24 | $318.6M | $241.0M | ||
| Q3 24 | $317.2M | $225.5M | ||
| Q2 24 | $285.5M | $256.0M | ||
| Q1 24 | $514.9M | $263.4M |
净利润LERILY
| Q4 25 | $5.2M | $90.3M | ||
| Q3 25 | — | $91.1M | ||
| Q2 25 | $-8.3M | $139.5M | ||
| Q1 25 | — | $-10.0M | ||
| Q4 24 | $-593.0K | $-5.6M | ||
| Q3 24 | $-5.3M | $-284.4M | ||
| Q2 24 | $-6.4M | $-433.6M | ||
| Q1 24 | $-8.6M | $-49.2M |
毛利率LERILY
| Q4 25 | 51.8% | 79.5% | ||
| Q3 25 | — | 83.7% | ||
| Q2 25 | 50.8% | 81.3% | ||
| Q1 25 | — | 81.4% | ||
| Q4 24 | 50.6% | 79.8% | ||
| Q3 24 | 47.9% | 82.1% | ||
| Q2 24 | 48.7% | 84.5% | ||
| Q1 24 | 38.0% | 85.3% |
营业利润率LERILY
| Q4 25 | 5.3% | 32.3% | ||
| Q3 25 | — | 30.4% | ||
| Q2 25 | -0.9% | 5.7% | ||
| Q1 25 | — | -31.2% | ||
| Q4 24 | 2.9% | -69.2% | ||
| Q3 24 | 0.8% | -36.4% | ||
| Q2 24 | 0.8% | -90.8% | ||
| Q1 24 | 1.6% | -6.1% |
净利率LERILY
| Q4 25 | 1.6% | 47.9% | ||
| Q3 25 | — | 42.3% | ||
| Q2 25 | -3.2% | 74.1% | ||
| Q1 25 | — | -5.1% | ||
| Q4 24 | -0.2% | -2.3% | ||
| Q3 24 | -1.7% | -126.1% | ||
| Q2 24 | -2.3% | -169.4% | ||
| Q1 24 | -1.7% | -18.7% |
每股收益（稀释后）LERILY
| Q4 25 | $0.17 | $2.78 | ||
| Q3 25 | — | $2.91 | ||
| Q2 25 | $-0.27 | $4.50 | ||
| Q1 25 | — | $-0.39 | ||
| Q4 24 | $-0.02 | $-0.01 | ||
| Q3 24 | $-0.17 | $-9.39 | ||
| Q2 24 | $-0.20 | $-14.35 | ||
| Q1 24 | $-0.27 | $-1.71 |
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 | $226.6M |
| 总债务越低越好 | — | $1.4B |
| 股东权益账面价值 | $231.0M | $-171.5M |
| 总资产 | $852.7M | $1.7B |
| 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LERILY
| Q4 25 | $36.3M | $226.6M | ||
| Q3 25 | — | $184.2M | ||
| Q2 25 | $18.1M | $267.4M | ||
| Q1 25 | — | $138.3M | ||
| Q4 24 | $30.4M | $146.9M | ||
| Q3 24 | $25.6M | $159.2M | ||
| Q2 24 | $27.4M | $236.9M | ||
| Q1 24 | $25.3M | $190.7M |
总债务LERILY
| Q4 25 | — | $1.4B | ||
| Q3 25 | — | $1.3B | ||
| Q2 25 | — | $1.3B | ||
| Q1 25 | — | $1.4B | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益LERILY
| Q4 25 | $231.0M | $-171.5M | ||
| Q3 25 | — | $-260.5M | ||
| Q2 25 | $230.1M | $-351.7M | ||
| Q1 25 | — | $-496.8M | ||
| Q4 24 | $223.6M | $-488.2M | ||
| Q3 24 | $226.5M | $-497.6M | ||
| Q2 24 | $234.6M | $-218.3M | ||
| Q1 24 | $241.6M | $228.4M |
总资产LERILY
| Q4 25 | $852.7M | $1.7B | ||
| Q3 25 | — | $1.7B | ||
| Q2 25 | $760.5M | $1.5B | ||
| Q1 25 | — | $1.5B | ||
| Q4 24 | $843.6M | $1.8B | ||
| Q3 24 | $802.5M | $2.2B | ||
| Q2 24 | $800.1M | $3.2B | ||
| Q1 24 | $811.5M | $5.0B |
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 | $26.2M |
| 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× | 0.29× |
| 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LERILY
| Q4 25 | $-15.7M | $26.2M | ||
| Q3 25 | — | $-60.6M | ||
| Q2 25 | $-22.5M | $-25.6M | ||
| Q1 25 | — | $184.0K | ||
| Q4 24 | $-17.1M | $-2.7M | ||
| Q3 24 | $30.7M | $19.5M | ||
| Q2 24 | $-25.8M | $111.5M | ||
| Q1 24 | $93.9M | $135.4M |
自由现金流LERILY
| Q4 25 | $-22.4M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $-30.7M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $-27.8M | — | ||
| Q3 24 | $26.0M | — | ||
| Q2 24 | $-32.6M | — | ||
| Q1 24 | $87.5M | — |
自由现金流率LERILY
| Q4 25 | -7.1% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | -11.8% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | -8.7% | — | ||
| Q3 24 | 8.2% | — | ||
| Q2 24 | -11.4% | — | ||
| Q1 24 | 17.0% | — |
资本支出强度LERILY
| Q4 25 | 2.1% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 3.2% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 3.3% | — | ||
| Q3 24 | 1.5% | — | ||
| Q2 24 | 2.4% | — | ||
| Q1 24 | 1.2% | — |
现金转化率LERILY
| Q4 25 | -3.03× | 0.29× | ||
| Q3 25 | — | -0.66× | ||
| Q2 25 | — | -0.18× | ||
| 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% |
RILY
| Transferred At Point In Time | $101.4M | 54% |
| Wealth Management Segment | $30.7M | 16% |
| Corporate Finance Consulting And Investment Banking Fees | $27.1M | 14% |
| Services And Fees | $24.8M | 13% |
| Commissions Fees And Reimbursed Expenses | $4.8M | 3% |
