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LANDS' END, INC.（LE）与RAYONIER INC（RYN）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RAYONIER INC的1.1倍（$317.5M vs $276.8M），LANDS' END, INC.净利率更高（1.6% vs -4.5%，领先6.1%），RAYONIER INC同比增速更快（233.9% vs 0.1%），过去两年RAYONIER INC的营收复合增速更高（66.7% 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。
Rayonier Inc.是总部位于佛罗里达州怀尔德莱特的林地房地产投资信托（REIT），资产分布在美国和新西兰的软木种植区域，核心业务板块为木材业务与房地产业务。
LE vs RYN — 直观对比
营收规模更大
LE
是对方的1.1倍
$276.8M
营收增速更快
RYN
高出233.8%
0.1%
净利率更高
LE
高出6.1%
-4.5%
两年增速更快
RYN
近两年复合增速
-0.9%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $317.5M | $276.8M |
| 净利润 | $5.2M | $-12.4M |
| 毛利率 | 51.8% | 100.0% |
| 营业利润率 | 5.3% | — |
| 净利率 | 1.6% | -4.5% |
| 营收同比 | 0.1% | 233.9% |
| 净利润同比 | 198.3% | -264.7% |
| 每股收益（稀释后） | $0.17 | — |
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LERYN
| Q1 26 | — | $276.8M | ||
| Q4 25 | $317.5M | $117.5M | ||
| Q3 25 | — | $177.5M | ||
| Q2 25 | $261.2M | $106.5M | ||
| Q1 25 | — | $82.9M | ||
| Q4 24 | $318.6M | $650.5M | ||
| Q3 24 | $317.2M | $124.1M | ||
| Q2 24 | $285.5M | $99.6M |
净利润LERYN
| Q1 26 | — | $-12.4M | ||
| Q4 25 | $5.2M | $25.9M | ||
| Q3 25 | — | $43.2M | ||
| Q2 25 | $-8.3M | $408.7M | ||
| Q1 25 | — | $-3.4M | ||
| Q4 24 | $-593.0K | $327.1M | ||
| Q3 24 | $-5.3M | $28.8M | ||
| Q2 24 | $-6.4M | $1.9M |
毛利率LERYN
| Q1 26 | — | 100.0% | ||
| Q4 25 | 51.8% | 41.9% | ||
| Q3 25 | — | 32.9% | ||
| Q2 25 | 50.8% | 29.7% | ||
| Q1 25 | — | 21.7% | ||
| Q4 24 | 50.6% | 53.8% | ||
| Q3 24 | 47.9% | 30.4% | ||
| Q2 24 | 48.7% | 25.4% |
营业利润率LERYN
| Q1 26 | — | — | ||
| Q4 25 | 5.3% | 23.0% | ||
| Q3 25 | — | 23.5% | ||
| Q2 25 | -0.9% | 13.7% | ||
| Q1 25 | — | 0.1% | ||
| Q4 24 | 2.9% | 47.7% | ||
| Q3 24 | 0.8% | 15.2% | ||
| Q2 24 | 0.8% | 4.6% |
净利率LERYN
| Q1 26 | — | -4.5% | ||
| Q4 25 | 1.6% | 22.1% | ||
| Q3 25 | — | 24.3% | ||
| Q2 25 | -3.2% | 383.6% | ||
| Q1 25 | — | -4.1% | ||
| Q4 24 | -0.2% | 45.1% | ||
| Q3 24 | -1.7% | 23.2% | ||
| Q2 24 | -2.3% | 1.9% |
每股收益（稀释后）LERYN
| Q1 26 | — | — | ||
| Q4 25 | $0.17 | $0.14 | ||
| Q3 25 | — | $0.28 | ||
| Q2 25 | $-0.27 | $2.63 | ||
| Q1 25 | — | $-0.02 | ||
| Q4 24 | $-0.02 | $2.18 | ||
| Q3 24 | $-0.17 | $0.19 | ||
| Q2 24 | $-0.20 | $0.01 |
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 | $681.7M |
| 总债务越低越好 | — | $2.1B |
| 股东权益账面价值 | $231.0M | $5.3B |
| 总资产 | $852.7M | $7.7B |
| 负债/权益比越低杠杆越低 | — | 0.39× |
8季度趋势，按日历期对齐
现金及短期投资LERYN
| Q1 26 | — | $681.7M | ||
| Q4 25 | $36.3M | $842.9M | ||
| Q3 25 | — | $919.6M | ||
| Q2 25 | $18.1M | $892.3M | ||
| Q1 25 | — | $216.2M | ||
| Q4 24 | $30.4M | $303.1M | ||
| Q3 24 | $25.6M | $51.9M | ||
| Q2 24 | $27.4M | $120.2M |
总债务LERYN
| Q1 26 | — | $2.1B | ||
| Q4 25 | — | $845.3M | ||
| Q3 25 | — | $845.1M | ||
| Q2 25 | — | $844.9M | ||
| Q1 25 | — | $1.0B | ||
| Q4 24 | — | $1.0B | ||
| Q3 24 | — | $1.3B | ||
| Q2 24 | — | $1.4B |
股东权益LERYN
| Q1 26 | — | $5.3B | ||
| Q4 25 | $231.0M | $2.2B | ||
| Q3 25 | — | $2.3B | ||
| Q2 25 | $230.1M | $2.3B | ||
| Q1 25 | — | $1.9B | ||
| Q4 24 | $223.6M | $1.8B | ||
| Q3 24 | $226.5M | $1.8B | ||
| Q2 24 | $234.6M | $1.8B |
总资产LERYN
| Q1 26 | — | $7.7B | ||
| Q4 25 | $852.7M | $3.4B | ||
| Q3 25 | — | $3.5B | ||
| Q2 25 | $760.5M | $3.5B | ||
| Q1 25 | — | $3.4B | ||
| Q4 24 | $843.6M | $3.5B | ||
| Q3 24 | $802.5M | $3.5B | ||
| Q2 24 | $800.1M | $3.5B |
负债/权益比LERYN
| Q1 26 | — | 0.39× | ||
| Q4 25 | — | 0.38× | ||
| Q3 25 | — | 0.37× | ||
| Q2 25 | — | 0.37× | ||
| Q1 25 | — | 0.55× | ||
| Q4 24 | — | 0.59× | ||
| Q3 24 | — | 0.72× | ||
| Q2 24 | — | 0.75× |
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% | 7.4% |
| 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LERYN
| Q1 26 | — | — | ||
| Q4 25 | $-15.7M | $256.7M | ||
| Q3 25 | — | $116.2M | ||
| Q2 25 | $-22.5M | $61.0M | ||
| Q1 25 | — | $27.7M | ||
| Q4 24 | $-17.1M | $261.6M | ||
| Q3 24 | $30.7M | $66.2M | ||
| Q2 24 | $-25.8M | $55.3M |
自由现金流LERYN
| Q1 26 | — | — | ||
| Q4 25 | $-22.4M | — | ||
| Q3 25 | — | $99.9M | ||
| Q2 25 | $-30.7M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $-27.8M | — | ||
| Q3 24 | $26.0M | $42.2M | ||
| Q2 24 | $-32.6M | — |
自由现金流率LERYN
| Q1 26 | — | — | ||
| Q4 25 | -7.1% | — | ||
| Q3 25 | — | 56.3% | ||
| Q2 25 | -11.8% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | -8.7% | — | ||
| Q3 24 | 8.2% | 34.0% | ||
| Q2 24 | -11.4% | — |
资本支出强度LERYN
| Q1 26 | — | 7.4% | ||
| Q4 25 | 2.1% | — | ||
| Q3 25 | — | 9.2% | ||
| Q2 25 | 3.2% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 3.3% | — | ||
| Q3 24 | 1.5% | 19.3% | ||
| Q2 24 | 2.4% | — |
现金转化率LERYN
| Q1 26 | — | — | ||
| Q4 25 | -3.03× | 9.91× | ||
| Q3 25 | — | 2.69× | ||
| Q2 25 | — | 0.15× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.80× | ||
| Q3 24 | — | 2.30× | ||
| Q2 24 | — | 29.07× |
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% |
RYN
| Wood Products | $108.5M | 39% |
| Southern Timber | $88.7M | 32% |
| Real Estate | $59.8M | 22% |
| Northwest Timber | $32.1M | 12% |
