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LANDS' END, INC.（LE）与印度钢铁管理局（SAIL）财务数据对比。点击上方公司名可切换其他公司
LANDS' END, INC.的季度营收约是印度钢铁管理局的1.1倍（$317.5M vs $281.9M），LANDS' END, INC.净利率更高（1.6% vs -12.8%，领先14.4%），印度钢铁管理局同比增速更快（6.7% vs 0.1%），印度钢铁管理局自由现金流更多（$52.5M vs $-22.4M）
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。
印度钢铁管理局（SAIL）是总部位于新德里的印度公营钢铁制造企业，属印度最高级别的“马哈拉特纳”中央公共部门企业，是印度最大的国有钢铁生产商，年钢铁产量达1829万吨，1973年1月24日成立，现有员工5.1万余名，由印度钢铁部行政管理。
LE vs SAIL — 直观对比
营收规模更大
LE
是对方的1.1倍
$281.9M
营收增速更快
SAIL
高出6.6%
0.1%
净利率更高
LE
高出14.4%
-12.8%
自由现金流更多
SAIL
多$75.0M
$-22.4M
损益表 — Q3 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $317.5M | $281.9M |
| 净利润 | $5.2M | $-36.0M |
| 毛利率 | 51.8% | 66.3% |
| 营业利润率 | 5.3% | -14.8% |
| 净利率 | 1.6% | -12.8% |
| 营收同比 | 0.1% | 6.7% |
| 净利润同比 | 198.3% | -240.9% |
| 每股收益（稀释后） | $0.17 | $-0.06 |
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LESAIL
| Q4 25 | $317.5M | $281.9M | ||
| Q3 25 | — | $264.4M | ||
| Q2 25 | $261.2M | $230.5M | ||
| Q1 25 | — | $240.1M | ||
| Q4 24 | $318.6M | — | ||
| Q3 24 | $317.2M | $198.6M | ||
| Q2 24 | $285.5M | $187.7M | ||
| Q1 24 | $514.9M | — |
净利润LESAIL
| Q4 25 | $5.2M | $-36.0M | ||
| Q3 25 | — | $-10.6M | ||
| Q2 25 | $-8.3M | $-187.3M | ||
| Q1 25 | — | $-80.1M | ||
| Q4 24 | $-593.0K | — | ||
| Q3 24 | $-5.3M | $-87.1M | ||
| Q2 24 | $-6.4M | $-89.2M | ||
| Q1 24 | $-8.6M | — |
毛利率LESAIL
| Q4 25 | 51.8% | 66.3% | ||
| Q3 25 | — | 67.3% | ||
| Q2 25 | 50.8% | 55.4% | ||
| Q1 25 | — | 66.5% | ||
| Q4 24 | 50.6% | — | ||
| Q3 24 | 47.9% | 62.1% | ||
| Q2 24 | 48.7% | 61.5% | ||
| Q1 24 | 38.0% | — |
营业利润率LESAIL
| Q4 25 | 5.3% | -14.8% | ||
| Q3 25 | — | -15.4% | ||
| Q2 25 | -0.9% | -80.3% | ||
| Q1 25 | — | -12.6% | ||
| Q4 24 | 2.9% | — | ||
| Q3 24 | 0.8% | -33.2% | ||
| Q2 24 | 0.8% | -36.3% | ||
| Q1 24 | 1.6% | — |
净利率LESAIL
| Q4 25 | 1.6% | -12.8% | ||
| Q3 25 | — | -4.0% | ||
| Q2 25 | -3.2% | -81.3% | ||
| Q1 25 | — | -33.4% | ||
| Q4 24 | -0.2% | — | ||
| Q3 24 | -1.7% | -43.9% | ||
| Q2 24 | -2.3% | -47.5% | ||
| Q1 24 | -1.7% | — |
每股收益（稀释后）LESAIL
| Q4 25 | $0.17 | $-0.06 | ||
| Q3 25 | — | $-0.02 | ||
| Q2 25 | $-0.27 | $-0.42 | ||
| Q1 25 | — | $-6.50 | ||
| Q4 24 | $-0.02 | — | ||
| Q3 24 | $-0.17 | $-2.97 | ||
| Q2 24 | $-0.20 | $-0.77 | ||
| Q1 24 | $-0.27 | — |
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 | $298.1M |
| 总债务越低越好 | — | $0 |
| 股东权益账面价值 | $231.0M | $6.8B |
| 总资产 | $852.7M | $7.5B |
| 负债/权益比越低杠杆越低 | — | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资LESAIL
| Q4 25 | $36.3M | $298.1M | ||
| Q3 25 | — | $271.1M | ||
| Q2 25 | $18.1M | $228.1M | ||
| Q1 25 | — | $121.3M | ||
| Q4 24 | $30.4M | — | ||
| Q3 24 | $25.6M | $89.7M | ||
| Q2 24 | $27.4M | $146.8M | ||
| Q1 24 | $25.3M | — |
总债务LESAIL
| Q4 25 | — | $0 | ||
| Q3 25 | — | $0 | ||
| Q2 25 | — | $0 | ||
| Q1 25 | — | $1.0B | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益LESAIL
| Q4 25 | $231.0M | $6.8B | ||
| Q3 25 | — | $6.8B | ||
| Q2 25 | $230.1M | $6.8B | ||
| Q1 25 | — | $-5.6B | ||
| Q4 24 | $223.6M | — | ||
| Q3 24 | $226.5M | $-701.3M | ||
| Q2 24 | $234.6M | $-622.5M | ||
| Q1 24 | $241.6M | — |
总资产LESAIL
| Q4 25 | $852.7M | $7.5B | ||
| Q3 25 | — | $7.4B | ||
| Q2 25 | $760.5M | $7.4B | ||
| Q1 25 | — | $7.4B | ||
| Q4 24 | $843.6M | — | ||
| Q3 24 | $802.5M | — | ||
| Q2 24 | $800.1M | — | ||
| Q1 24 | $811.5M | — |
负债/权益比LESAIL
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | 0.00× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $53.6M |
| 自由现金流经营现金流 - 资本支出 | $-22.4M | $52.5M |
| 自由现金流率自由现金流/营收 | -7.1% | 18.6% |
| 资本支出强度资本支出/营收 | 2.1% | 0.4% |
| 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LESAIL
| Q4 25 | $-15.7M | $53.6M | ||
| Q3 25 | — | $49.9M | ||
| Q2 25 | $-22.5M | $-96.8M | ||
| Q1 25 | — | — | ||
| Q4 24 | $-17.1M | — | ||
| Q3 24 | $30.7M | — | ||
| Q2 24 | $-25.8M | $-55.4M | ||
| Q1 24 | $93.9M | — |
自由现金流LESAIL
| Q4 25 | $-22.4M | $52.5M | ||
| Q3 25 | — | $49.0M | ||
| Q2 25 | $-30.7M | $-99.0M | ||
| Q1 25 | — | — | ||
| Q4 24 | $-27.8M | — | ||
| Q3 24 | $26.0M | — | ||
| Q2 24 | $-32.6M | $-56.0M | ||
| Q1 24 | $87.5M | — |
自由现金流率LESAIL
| Q4 25 | -7.1% | 18.6% | ||
| Q3 25 | — | 18.5% | ||
| Q2 25 | -11.8% | -43.0% | ||
| Q1 25 | — | — | ||
| Q4 24 | -8.7% | — | ||
| Q3 24 | 8.2% | — | ||
| Q2 24 | -11.4% | -29.8% | ||
| Q1 24 | 17.0% | — |
资本支出强度LESAIL
| Q4 25 | 2.1% | 0.4% | ||
| Q3 25 | — | 0.4% | ||
| Q2 25 | 3.2% | 1.0% | ||
| Q1 25 | — | — | ||
| Q4 24 | 3.3% | — | ||
| Q3 24 | 1.5% | — | ||
| Q2 24 | 2.4% | 0.3% | ||
| Q1 24 | 1.2% | — |
现金转化率LESAIL
| Q4 25 | -3.03× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| 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% |
SAIL
| Software As A Service Saa S | $156.0M | 55% |
| Term Subscriptions Services | $65.1M | 23% |
| Maintenance | $38.0M | 13% |
| Other | $15.7M | 6% |
| Other Subscription Services | $7.1M | 3% |
