vs
LANDS' END, INC.（LE）与ROGERS CORP（ROG）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ROGERS CORP的1.6倍（$317.5M vs $200.5M），ROGERS CORP净利率更高（2.2% vs 1.6%，领先0.6%），ROGERS CORP同比增速更快（5.2% vs 0.1%），ROGERS CORP自由现金流更多（$1.1M vs $-22.4M），过去两年LANDS' END, INC.的营收复合增速更高（-0.9% vs -3.3%）
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。
罗杰斯公司是一家专注于特种工程材料研发生产的企业，总部位于美国亚利桑那州钱德勒市，其产品广泛应用于先进电子、移动通信、清洁能源、航空航天等多个高科技领域，为全球客户提供高性能材料解决方案。
LE vs ROG — 直观对比
营收规模更大
LE
是对方的1.6倍
$200.5M
营收增速更快
ROG
高出5.2%
0.1%
净利率更高
ROG
高出0.6%
1.6%
自由现金流更多
ROG
多$23.5M
$-22.4M
两年增速更快
LE
近两年复合增速
-3.3%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $317.5M | $200.5M |
| 净利润 | $5.2M | $4.5M |
| 毛利率 | 51.8% | 32.2% |
| 营业利润率 | 5.3% | — |
| 净利率 | 1.6% | 2.2% |
| 营收同比 | 0.1% | 5.2% |
| 净利润同比 | 198.3% | 421.4% |
| 每股收益（稀释后） | $0.17 | $0.25 |
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LEROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $317.5M | $201.5M | ||
| Q3 25 | — | $216.0M | ||
| Q2 25 | $261.2M | $202.8M | ||
| Q1 25 | — | $190.5M | ||
| Q4 24 | $318.6M | $192.2M | ||
| Q3 24 | $317.2M | $210.3M | ||
| Q2 24 | $285.5M | $214.2M |
净利润LEROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $5.2M | $4.6M | ||
| Q3 25 | — | $8.6M | ||
| Q2 25 | $-8.3M | $-73.6M | ||
| Q1 25 | — | $-1.4M | ||
| Q4 24 | $-593.0K | $-500.0K | ||
| Q3 24 | $-5.3M | $10.7M | ||
| Q2 24 | $-6.4M | $8.1M |
毛利率LEROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | 51.8% | 31.5% | ||
| Q3 25 | — | 33.5% | ||
| Q2 25 | 50.8% | 31.6% | ||
| Q1 25 | — | 29.9% | ||
| Q4 24 | 50.6% | 32.1% | ||
| Q3 24 | 47.9% | 35.2% | ||
| Q2 24 | 48.7% | 34.1% |
营业利润率LEROG
| Q1 26 | — | — | ||
| Q4 25 | 5.3% | 3.5% | ||
| Q3 25 | — | 7.3% | ||
| Q2 25 | -0.9% | -33.3% | ||
| Q1 25 | — | -0.2% | ||
| Q4 24 | 2.9% | -6.6% | ||
| Q3 24 | 0.8% | 6.9% | ||
| Q2 24 | 0.8% | 5.3% |
净利率LEROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | 1.6% | 2.3% | ||
| Q3 25 | — | 4.0% | ||
| Q2 25 | -3.2% | -36.3% | ||
| Q1 25 | — | -0.7% | ||
| Q4 24 | -0.2% | -0.3% | ||
| Q3 24 | -1.7% | 5.1% | ||
| Q2 24 | -2.3% | 3.8% |
每股收益（稀释后）LEROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $0.17 | $0.20 | ||
| Q3 25 | — | $0.48 | ||
| Q2 25 | $-0.27 | $-4.00 | ||
| Q1 25 | — | $-0.08 | ||
| Q4 24 | $-0.02 | $-0.04 | ||
| Q3 24 | $-0.17 | $0.58 | ||
| Q2 24 | $-0.20 | $0.44 |
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 | $195.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $231.0M | $1.2B |
| 总资产 | $852.7M | $1.4B |
| 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LEROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $36.3M | $197.0M | ||
| Q3 25 | — | $167.8M | ||
| Q2 25 | $18.1M | $157.2M | ||
| Q1 25 | — | $175.6M | ||
| Q4 24 | $30.4M | $159.8M | ||
| Q3 24 | $25.6M | $146.4M | ||
| Q2 24 | $27.4M | $119.9M |
股东权益LEROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $231.0M | $1.2B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | $230.1M | $1.2B | ||
| Q1 25 | — | $1.3B | ||
| Q4 24 | $223.6M | $1.3B | ||
| Q3 24 | $226.5M | $1.3B | ||
| Q2 24 | $234.6M | $1.3B |
总资产LEROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $852.7M | $1.4B | ||
| Q3 25 | — | $1.4B | ||
| Q2 25 | $760.5M | $1.5B | ||
| Q1 25 | — | $1.5B | ||
| Q4 24 | $843.6M | $1.5B | ||
| Q3 24 | $802.5M | $1.5B | ||
| Q2 24 | $800.1M | $1.5B |
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 | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $-22.4M | $1.1M |
| 自由现金流率自由现金流/营收 | -7.1% | 0.5% |
| 资本支出强度资本支出/营收 | 2.1% | 2.3% |
| 现金转化率经营现金流/净利润 | -3.03× | 1.29× |
| 过去12个月自由现金流最近4个季度 | $-55.0M | $70.1M |
8季度趋势，按日历期对齐
经营现金流LEROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $-15.7M | $46.9M | ||
| Q3 25 | — | $28.9M | ||
| Q2 25 | $-22.5M | $13.7M | ||
| Q1 25 | — | $11.7M | ||
| Q4 24 | $-17.1M | $33.7M | ||
| Q3 24 | $30.7M | $42.4M | ||
| Q2 24 | $-25.8M | $22.9M |
自由现金流LEROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $-22.4M | $42.2M | ||
| Q3 25 | — | $21.2M | ||
| Q2 25 | $-30.7M | $5.6M | ||
| Q1 25 | — | $2.1M | ||
| Q4 24 | $-27.8M | $18.3M | ||
| Q3 24 | $26.0M | $25.2M | ||
| Q2 24 | $-32.6M | $8.8M |
自由现金流率LEROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | -7.1% | 20.9% | ||
| Q3 25 | — | 9.8% | ||
| Q2 25 | -11.8% | 2.8% | ||
| Q1 25 | — | 1.1% | ||
| Q4 24 | -8.7% | 9.5% | ||
| Q3 24 | 8.2% | 12.0% | ||
| Q2 24 | -11.4% | 4.1% |
资本支出强度LEROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 2.1% | 2.3% | ||
| Q3 25 | — | 3.6% | ||
| Q2 25 | 3.2% | 4.0% | ||
| Q1 25 | — | 5.0% | ||
| Q4 24 | 3.3% | 8.0% | ||
| Q3 24 | 1.5% | 8.2% | ||
| Q2 24 | 2.4% | 6.6% |
现金转化率LEROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | -3.03× | 10.20× | ||
| Q3 25 | — | 3.36× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 3.96× | ||
| Q2 24 | — | 2.83× |
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% |
ROG
暂无分部数据
