vs
LANDS' END, INC.(LE)与RENASANT CORP(RNST)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RENASANT CORP的1.2倍($317.5M vs $273.8M),RENASANT CORP净利率更高(32.2% vs 1.6%,领先30.6%),过去两年RENASANT CORP的营收复合增速更高(29.3% 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。
瑞耐桑特银行是美国密西西比州图珀洛的区域商业金融机构,母公司为瑞耐桑特公司,在阿拉巴马、佛罗里达、佐治亚、密西西比、路易斯安那、田纳西、北卡罗来纳、南卡罗来纳八州拥有280多家分支机构,旗下还运营内容平台“瑞耐桑特国度”,发布博客及节目内容。
LE vs RNST — 直观对比
营收规模更大
LE
是对方的1.2倍
$273.8M
净利率更高
RNST
高出30.6%
1.6%
两年增速更快
RNST
近两年复合增速
-0.9%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $317.5M | $273.8M |
| 净利润 | $5.2M | $88.2M |
| 毛利率 | 51.8% | — |
| 营业利润率 | 5.3% | — |
| 净利率 | 1.6% | 32.2% |
| 营收同比 | 0.1% | — |
| 净利润同比 | 198.3% | 112.5% |
| 每股收益(稀释后) | $0.17 | $0.94 |
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
LE
RNST
| Q1 26 | — | $273.8M | ||
| Q4 25 | $317.5M | $278.4M | ||
| Q3 25 | — | $269.5M | ||
| Q2 25 | $261.2M | $267.2M | ||
| Q1 25 | — | $170.7M | ||
| Q4 24 | $318.6M | $167.1M | ||
| Q3 24 | $317.2M | $220.3M | ||
| Q2 24 | $285.5M | $163.8M |
净利润
LE
RNST
| Q1 26 | — | $88.2M | ||
| Q4 25 | $5.2M | $78.9M | ||
| Q3 25 | — | $59.8M | ||
| Q2 25 | $-8.3M | $1.0M | ||
| Q1 25 | — | $41.5M | ||
| Q4 24 | $-593.0K | $44.7M | ||
| Q3 24 | $-5.3M | $72.5M | ||
| Q2 24 | $-6.4M | $38.8M |
毛利率
LE
RNST
| Q1 26 | — | — | ||
| Q4 25 | 51.8% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 50.8% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 50.6% | — | ||
| Q3 24 | 47.9% | — | ||
| Q2 24 | 48.7% | — |
营业利润率
LE
RNST
| Q1 26 | — | — | ||
| Q4 25 | 5.3% | 34.8% | ||
| Q3 25 | — | 27.9% | ||
| Q2 25 | -0.9% | 1.0% | ||
| Q1 25 | — | 30.4% | ||
| Q4 24 | 2.9% | 29.8% | ||
| Q3 24 | 0.8% | 44.2% | ||
| Q2 24 | 0.8% | 29.6% |
净利率
LE
RNST
| Q1 26 | — | 32.2% | ||
| Q4 25 | 1.6% | 28.4% | ||
| Q3 25 | — | 22.2% | ||
| Q2 25 | -3.2% | 0.4% | ||
| Q1 25 | — | 24.3% | ||
| Q4 24 | -0.2% | 26.8% | ||
| Q3 24 | -1.7% | 32.9% | ||
| Q2 24 | -2.3% | 23.7% |
每股收益(稀释后)
LE
RNST
| Q1 26 | — | $0.94 | ||
| Q4 25 | $0.17 | $0.78 | ||
| Q3 25 | — | $0.63 | ||
| Q2 25 | $-0.27 | $0.01 | ||
| Q1 25 | — | $0.65 | ||
| Q4 24 | $-0.02 | $0.70 | ||
| Q3 24 | $-0.17 | $1.18 | ||
| Q2 24 | $-0.20 | $0.69 |
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 | $1.2B |
| 总债务越低越好 | — | $806.2M |
| 股东权益账面价值 | $231.0M | $3.9B |
| 总资产 | $852.7M | $27.1B |
| 负债/权益比越低杠杆越低 | — | 0.21× |
8季度趋势,按日历期对齐
现金及短期投资
LE
RNST
| Q1 26 | — | $1.2B | ||
| Q4 25 | $36.3M | $1.1B | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | $18.1M | $1.4B | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | $30.4M | $1.1B | ||
| Q3 24 | $25.6M | $1.3B | ||
| Q2 24 | $27.4M | $851.9M |
总债务
LE
RNST
| Q1 26 | — | $806.2M | ||
| Q4 25 | — | $499.8M | ||
| Q3 25 | — | $558.9M | ||
| Q2 25 | — | $557.0M | ||
| Q1 25 | — | $433.3M | ||
| Q4 24 | — | $430.6M | ||
| Q3 24 | — | $433.2M | ||
| Q2 24 | — | $428.7M |
股东权益
LE
RNST
| Q1 26 | — | $3.9B | ||
| Q4 25 | $231.0M | $3.9B | ||
| Q3 25 | — | $3.8B | ||
| Q2 25 | $230.1M | $3.8B | ||
| Q1 25 | — | $2.7B | ||
| Q4 24 | $223.6M | $2.7B | ||
| Q3 24 | $226.5M | $2.7B | ||
| Q2 24 | $234.6M | $2.4B |
总资产
LE
RNST
| Q1 26 | — | $27.1B | ||
| Q4 25 | $852.7M | $26.8B | ||
| Q3 25 | — | $26.7B | ||
| Q2 25 | $760.5M | $26.6B | ||
| Q1 25 | — | $18.3B | ||
| Q4 24 | $843.6M | $18.0B | ||
| Q3 24 | $802.5M | $18.0B | ||
| Q2 24 | $800.1M | $17.5B |
负债/权益比
LE
RNST
| Q1 26 | — | 0.21× | ||
| Q4 25 | — | 0.13× | ||
| Q3 25 | — | 0.15× | ||
| Q2 25 | — | 0.15× | ||
| Q1 25 | — | 0.16× | ||
| Q4 24 | — | 0.16× | ||
| Q3 24 | — | 0.16× | ||
| Q2 24 | — | 0.18× |
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
LE
RNST
| Q1 26 | — | — | ||
| Q4 25 | $-15.7M | $271.5M | ||
| Q3 25 | — | $135.5M | ||
| Q2 25 | $-22.5M | $-77.3M | ||
| Q1 25 | — | $106.2M | ||
| Q4 24 | $-17.1M | $106.4M | ||
| Q3 24 | $30.7M | $-1.7M | ||
| Q2 24 | $-25.8M | $-49.1M |
自由现金流
LE
RNST
| Q1 26 | — | — | ||
| Q4 25 | $-22.4M | $237.8M | ||
| Q3 25 | — | $120.1M | ||
| Q2 25 | $-30.7M | $-87.5M | ||
| Q1 25 | — | $101.3M | ||
| Q4 24 | $-27.8M | $92.8M | ||
| Q3 24 | $26.0M | $-5.3M | ||
| Q2 24 | $-32.6M | $-52.6M |
自由现金流率
LE
RNST
| Q1 26 | — | — | ||
| Q4 25 | -7.1% | 85.4% | ||
| Q3 25 | — | 44.6% | ||
| Q2 25 | -11.8% | -32.7% | ||
| Q1 25 | — | 59.4% | ||
| Q4 24 | -8.7% | 55.5% | ||
| Q3 24 | 8.2% | -2.4% | ||
| Q2 24 | -11.4% | -32.1% |
资本支出强度
LE
RNST
| Q1 26 | — | — | ||
| Q4 25 | 2.1% | 12.1% | ||
| Q3 25 | — | 5.7% | ||
| Q2 25 | 3.2% | 3.8% | ||
| Q1 25 | — | 2.8% | ||
| Q4 24 | 3.3% | 8.2% | ||
| Q3 24 | 1.5% | 1.6% | ||
| Q2 24 | 2.4% | 2.1% |
现金转化率
LE
RNST
| Q1 26 | — | — | ||
| Q4 25 | -3.03× | 3.44× | ||
| Q3 25 | — | 2.27× | ||
| Q2 25 | — | -75.92× | ||
| Q1 25 | — | 2.56× | ||
| Q4 24 | — | 2.38× | ||
| Q3 24 | — | -0.02× | ||
| Q2 24 | — | -1.26× |
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% |
RNST
| Net Interest Income | $223.6M | 82% |
| Noninterest Income | $50.3M | 18% |