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LANDS' END, INC.（LE）与Rapid7, Inc.（RPD）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Rapid7, Inc.的1.5倍（$317.5M vs $217.4M），LANDS' END, INC.净利率更高（1.6% vs 1.4%，领先0.2%），Rapid7, Inc.同比增速更快（0.5% vs 0.1%），Rapid7, Inc.自由现金流更多（$36.4M vs $-22.4M），过去两年Rapid7, Inc.的营收复合增速更高（3.0% 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。
Rapid7是全球领先的网络安全企业，提供漏洞管理、威胁检测与响应、云安全、安全分析等全系列安全解决方案，服务全球科技、医疗、金融、制造等行业的各类规模企业及公共部门客户，助力客户高效识别、应对和缓解网络安全风险。
LE vs RPD — 直观对比
营收规模更大
LE
是对方的1.5倍
$217.4M
营收增速更快
RPD
高出0.4%
0.1%
净利率更高
LE
高出0.2%
1.4%
自由现金流更多
RPD
多$58.9M
$-22.4M
两年增速更快
RPD
近两年复合增速
-0.9%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $317.5M | $217.4M |
| 净利润 | $5.2M | $3.1M |
| 毛利率 | 51.8% | 68.9% |
| 营业利润率 | 5.3% | 1.0% |
| 净利率 | 1.6% | 1.4% |
| 营收同比 | 0.1% | 0.5% |
| 净利润同比 | 198.3% | 44.1% |
| 每股收益（稀释后） | $0.17 | $0.05 |
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LERPD
| Q4 25 | $317.5M | $217.4M | ||
| Q3 25 | — | $218.0M | ||
| Q2 25 | $261.2M | $214.2M | ||
| Q1 25 | — | $210.3M | ||
| Q4 24 | $318.6M | $216.3M | ||
| Q3 24 | $317.2M | $214.7M | ||
| Q2 24 | $285.5M | $208.0M | ||
| Q1 24 | $514.9M | $205.1M |
净利润LERPD
| Q4 25 | $5.2M | $3.1M | ||
| Q3 25 | — | $9.8M | ||
| Q2 25 | $-8.3M | $8.3M | ||
| Q1 25 | — | $2.1M | ||
| Q4 24 | $-593.0K | $2.2M | ||
| Q3 24 | $-5.3M | $15.4M | ||
| Q2 24 | $-6.4M | $6.5M | ||
| Q1 24 | $-8.6M | $1.4M |
毛利率LERPD
| Q4 25 | 51.8% | 68.9% | ||
| Q3 25 | — | 70.2% | ||
| Q2 25 | 50.8% | 70.6% | ||
| Q1 25 | — | 71.7% | ||
| Q4 24 | 50.6% | 69.5% | ||
| Q3 24 | 47.9% | 70.6% | ||
| Q2 24 | 48.7% | 70.7% | ||
| Q1 24 | 38.0% | 70.3% |
营业利润率LERPD
| Q4 25 | 5.3% | 1.0% | ||
| Q3 25 | — | 2.7% | ||
| Q2 25 | -0.9% | 1.6% | ||
| Q1 25 | — | -0.0% | ||
| Q4 24 | 2.9% | 3.4% | ||
| Q3 24 | 0.8% | 6.0% | ||
| Q2 24 | 0.8% | 2.5% | ||
| Q1 24 | 1.6% | 4.7% |
净利率LERPD
| Q4 25 | 1.6% | 1.4% | ||
| Q3 25 | — | 4.5% | ||
| Q2 25 | -3.2% | 3.9% | ||
| Q1 25 | — | 1.0% | ||
| Q4 24 | -0.2% | 1.0% | ||
| Q3 24 | -1.7% | 7.2% | ||
| Q2 24 | -2.3% | 3.1% | ||
| Q1 24 | -1.7% | 0.7% |
每股收益（稀释后）LERPD
| Q4 25 | $0.17 | $0.05 | ||
| Q3 25 | — | $0.15 | ||
| Q2 25 | $-0.27 | $0.13 | ||
| Q1 25 | — | $0.03 | ||
| Q4 24 | $-0.02 | $0.08 | ||
| Q3 24 | $-0.17 | $0.21 | ||
| Q2 24 | $-0.20 | $0.09 | ||
| Q1 24 | $-0.27 | $0.02 |
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 | $474.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $231.0M | $154.7M |
| 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LERPD
| Q4 25 | $36.3M | $474.7M | ||
| Q3 25 | — | $407.1M | ||
| Q2 25 | $18.1M | $511.7M | ||
| Q1 25 | — | $493.5M | ||
| Q4 24 | $30.4M | $521.7M | ||
| Q3 24 | $25.6M | $443.7M | ||
| Q2 24 | $27.4M | $442.6M | ||
| Q1 24 | $25.3M | $411.7M |
股东权益LERPD
| Q4 25 | $231.0M | $154.7M | ||
| Q3 25 | — | $127.2M | ||
| Q2 25 | $230.1M | $90.4M | ||
| Q1 25 | — | $52.7M | ||
| Q4 24 | $223.6M | $17.7M | ||
| Q3 24 | $226.5M | $-5.1M | ||
| Q2 24 | $234.6M | $-52.6M | ||
| Q1 24 | $241.6M | $-86.4M |
总资产LERPD
| Q4 25 | $852.7M | $1.7B | ||
| Q3 25 | — | $1.7B | ||
| Q2 25 | $760.5M | $1.6B | ||
| Q1 25 | — | $1.6B | ||
| Q4 24 | $843.6M | $1.7B | ||
| Q3 24 | $802.5M | $1.6B | ||
| Q2 24 | $800.1M | $1.5B | ||
| Q1 24 | $811.5M | $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 | $37.6M |
| 自由现金流经营现金流 - 资本支出 | $-22.4M | $36.4M |
| 自由现金流率自由现金流/营收 | -7.1% | 16.8% |
| 资本支出强度资本支出/营收 | 2.1% | 0.5% |
| 现金转化率经营现金流/净利润 | -3.03× | 12.01× |
| 过去12个月自由现金流最近4个季度 | $-55.0M | $146.2M |
8季度趋势，按日历期对齐
经营现金流LERPD
| Q4 25 | $-15.7M | $37.6M | ||
| Q3 25 | — | $39.0M | ||
| Q2 25 | $-22.5M | $47.5M | ||
| Q1 25 | — | $29.8M | ||
| Q4 24 | $-17.1M | $63.8M | ||
| Q3 24 | $30.7M | $44.0M | ||
| Q2 24 | $-25.8M | $32.9M | ||
| Q1 24 | $93.9M | $31.1M |
自由现金流LERPD
| Q4 25 | $-22.4M | $36.4M | ||
| Q3 25 | — | $34.8M | ||
| Q2 25 | $-30.7M | $46.6M | ||
| Q1 25 | — | $28.4M | ||
| Q4 24 | $-27.8M | $62.6M | ||
| Q3 24 | $26.0M | $42.6M | ||
| Q2 24 | $-32.6M | $32.6M | ||
| Q1 24 | $87.5M | $30.4M |
自由现金流率LERPD
| Q4 25 | -7.1% | 16.8% | ||
| Q3 25 | — | 16.0% | ||
| Q2 25 | -11.8% | 21.8% | ||
| Q1 25 | — | 13.5% | ||
| Q4 24 | -8.7% | 28.9% | ||
| Q3 24 | 8.2% | 19.9% | ||
| Q2 24 | -11.4% | 15.7% | ||
| Q1 24 | 17.0% | 14.8% |
资本支出强度LERPD
| Q4 25 | 2.1% | 0.5% | ||
| Q3 25 | — | 1.9% | ||
| Q2 25 | 3.2% | 0.4% | ||
| Q1 25 | — | 0.6% | ||
| Q4 24 | 3.3% | 0.5% | ||
| Q3 24 | 1.5% | 0.6% | ||
| Q2 24 | 2.4% | 0.1% | ||
| Q1 24 | 1.2% | 0.3% |
现金转化率LERPD
| Q4 25 | -3.03× | 12.01× | ||
| Q3 25 | — | 3.97× | ||
| Q2 25 | — | 5.70× | ||
| Q1 25 | — | 14.14× | ||
| Q4 24 | — | 29.36× | ||
| Q3 24 | — | 2.85× | ||
| Q2 24 | — | 5.03× | ||
| Q1 24 | — | 22.10× |
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% |
RPD
| Products | $209.1M | 96% |
| Services | $8.2M | 4% |
