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LANDS' END, INC.（LE）与STANDARD MOTOR PRODUCTS, INC.（SMP）财务数据对比。点击上方公司名可切换其他公司
STANDARD MOTOR PRODUCTS, INC.的季度营收约是LANDS' END, INC.的1.2倍（$385.1M vs $317.5M），STANDARD MOTOR PRODUCTS, INC.净利率更高（2.0% vs 1.6%，领先0.4%），STANDARD MOTOR PRODUCTS, INC.同比增速更快（12.2% vs 0.1%），LANDS' END, INC.自由现金流更多（$-22.4M vs $-37.6M），过去两年STANDARD MOTOR PRODUCTS, INC.的营收复合增速更高（7.8% 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。
标准汽车产品公司（SMP）是一家汽车零部件制造商与经销商，由埃利亚斯·法伊夫和拉尔夫·范艾伦于1919年合伙创立，1926年完成法人注册，总部位于纽约长岛市，在纽约证券交易所上市。公司目前设有车辆控制、温控、工程解决方案和尼森斯四大运营板块，为汽车售后市场供应相关零部件产品。
LE vs SMP — 直观对比
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $317.5M | $385.1M |
| 净利润 | $5.2M | $7.9M |
| 毛利率 | 51.8% | 31.7% |
| 营业利润率 | 5.3% | 5.6% |
| 净利率 | 1.6% | 2.0% |
| 营收同比 | 0.1% | 12.2% |
| 净利润同比 | 198.3% | 457.9% |
| 每股收益（稀释后） | $0.17 | $0.34 |
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
| Q4 25 | $317.5M | $385.1M | ||
| Q3 25 | — | $498.8M | ||
| Q2 25 | $261.2M | $493.9M | ||
| Q1 25 | — | $413.4M | ||
| Q4 24 | $318.6M | $343.4M | ||
| Q3 24 | $317.2M | $399.3M | ||
| Q2 24 | $285.5M | $389.8M | ||
| Q1 24 | $514.9M | $331.4M |
| Q4 25 | $5.2M | $7.9M | ||
| Q3 25 | — | $-4.3M | ||
| Q2 25 | $-8.3M | $25.2M | ||
| Q1 25 | — | $12.6M | ||
| Q4 24 | $-593.0K | $-2.2M | ||
| Q3 24 | $-5.3M | $3.8M | ||
| Q2 24 | $-6.4M | $17.1M | ||
| Q1 24 | $-8.6M | $8.8M |
| Q4 25 | 51.8% | 31.7% | ||
| Q3 25 | — | 32.4% | ||
| Q2 25 | 50.8% | 30.6% | ||
| Q1 25 | — | 30.2% | ||
| Q4 24 | 50.6% | 29.4% | ||
| Q3 24 | 47.9% | 30.4% | ||
| Q2 24 | 48.7% | 28.6% | ||
| Q1 24 | 38.0% | 27.0% |
| Q4 25 | 5.3% | 5.6% | ||
| Q3 25 | — | 9.5% | ||
| Q2 25 | -0.9% | 8.7% | ||
| Q1 25 | — | 5.9% | ||
| Q4 24 | 2.9% | 1.1% | ||
| Q3 24 | 0.8% | 9.3% | ||
| Q2 24 | 0.8% | 6.4% | ||
| Q1 24 | 1.6% | 4.4% |
| Q4 25 | 1.6% | 2.0% | ||
| Q3 25 | — | -0.9% | ||
| Q2 25 | -3.2% | 5.1% | ||
| Q1 25 | — | 3.0% | ||
| Q4 24 | -0.2% | -0.6% | ||
| Q3 24 | -1.7% | 1.0% | ||
| Q2 24 | -2.3% | 4.4% | ||
| Q1 24 | -1.7% | 2.7% |
| Q4 25 | $0.17 | $0.34 | ||
| Q3 25 | — | $-0.19 | ||
| Q2 25 | $-0.27 | $1.13 | ||
| Q1 25 | — | $0.56 | ||
| Q4 24 | $-0.02 | $-0.09 | ||
| Q3 24 | $-0.17 | $0.17 | ||
| Q2 24 | $-0.20 | $0.77 | ||
| Q1 24 | $-0.27 | $0.39 |
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 | — |
| 总债务越低越好 | — | $618.7M |
| 股东权益账面价值 | $231.0M | $683.7M |
| 总资产 | $852.7M | $2.0B |
| 负债/权益比越低杠杆越低 | — | 0.90× |
8季度趋势，按日历期对齐
| Q4 25 | $36.3M | — | ||
| Q3 25 | — | $87.2M | ||
| Q2 25 | $18.1M | $58.8M | ||
| Q1 25 | — | $50.3M | ||
| Q4 24 | $30.4M | $44.4M | ||
| Q3 24 | $25.6M | $26.3M | ||
| Q2 24 | $27.4M | $26.2M | ||
| Q1 24 | $25.3M | $27.1M |
| Q4 25 | — | $618.7M | ||
| Q3 25 | — | $589.5M | ||
| Q2 25 | — | $636.6M | ||
| Q1 25 | — | $650.6M | ||
| Q4 24 | — | $562.3M | ||
| Q3 24 | — | $142.8M | ||
| Q2 24 | — | $208.2M | ||
| Q1 24 | — | $214.9M |
| Q4 25 | $231.0M | $683.7M | ||
| Q3 25 | — | $677.4M | ||
| Q2 25 | $230.1M | $688.6M | ||
| Q1 25 | — | $638.0M | ||
| Q4 24 | $223.6M | $615.7M | ||
| Q3 24 | $226.5M | $638.8M | ||
| Q2 24 | $234.6M | $640.0M | ||
| Q1 24 | $241.6M | $639.1M |
| Q4 25 | $852.7M | $2.0B | ||
| Q3 25 | — | $2.0B | ||
| Q2 25 | $760.5M | $2.0B | ||
| Q1 25 | — | $1.9B | ||
| Q4 24 | $843.6M | $1.8B | ||
| Q3 24 | $802.5M | $1.4B | ||
| Q2 24 | $800.1M | $1.4B | ||
| Q1 24 | $811.5M | $1.4B |
| Q4 25 | — | 0.90× | ||
| Q3 25 | — | 0.87× | ||
| Q2 25 | — | 0.92× | ||
| Q1 25 | — | 1.02× | ||
| Q4 24 | — | 0.91× | ||
| Q3 24 | — | 0.22× | ||
| Q2 24 | — | 0.33× | ||
| Q1 24 | — | 0.34× |
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 | $-28.2M |
| 自由现金流经营现金流 - 资本支出 | $-22.4M | $-37.6M |
| 自由现金流率自由现金流/营收 | -7.1% | -9.8% |
| 资本支出强度资本支出/营收 | 2.1% | 2.4% |
| 现金转化率经营现金流/净利润 | -3.03× | -3.59× |
| 过去12个月自由现金流最近4个季度 | $-55.0M | $18.7M |
8季度趋势，按日历期对齐
| Q4 25 | $-15.7M | $-28.2M | ||
| Q3 25 | — | $91.6M | ||
| Q2 25 | $-22.5M | $54.3M | ||
| Q1 25 | — | $-60.2M | ||
| Q4 24 | $-17.1M | $-1.5M | ||
| Q3 24 | $30.7M | $88.3M | ||
| Q2 24 | $-25.8M | $35.6M | ||
| Q1 24 | $93.9M | $-45.7M |
| Q4 25 | $-22.4M | $-37.6M | ||
| Q3 25 | — | $81.5M | ||
| Q2 25 | $-30.7M | $44.2M | ||
| Q1 25 | — | $-69.4M | ||
| Q4 24 | $-27.8M | $-11.4M | ||
| Q3 24 | $26.0M | $77.1M | ||
| Q2 24 | $-32.6M | $22.7M | ||
| Q1 24 | $87.5M | $-55.8M |
| Q4 25 | -7.1% | -9.8% | ||
| Q3 25 | — | 16.3% | ||
| Q2 25 | -11.8% | 8.9% | ||
| Q1 25 | — | -16.8% | ||
| Q4 24 | -8.7% | -3.3% | ||
| Q3 24 | 8.2% | 19.3% | ||
| Q2 24 | -11.4% | 5.8% | ||
| Q1 24 | 17.0% | -16.8% |
| Q4 25 | 2.1% | 2.4% | ||
| Q3 25 | — | 2.0% | ||
| Q2 25 | 3.2% | 2.1% | ||
| Q1 25 | — | 2.2% | ||
| Q4 24 | 3.3% | 2.9% | ||
| Q3 24 | 1.5% | 2.8% | ||
| Q2 24 | 2.4% | 3.3% | ||
| Q1 24 | 1.2% | 3.0% |
| Q4 25 | -3.03× | -3.59× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 2.15× | ||
| Q1 25 | — | -4.79× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 23.19× | ||
| Q2 24 | — | 2.09× | ||
| Q1 24 | — | -5.18× |
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% |
SMP
| Engineered Solutions | $66.1M | 17% |
| Electrical And Safety | $63.6M | 17% |
| Temperature Control | $61.5M | 16% |
| Europe Excluding Poland | $55.5M | 14% |
| Other Thermal Components | $30.7M | 8% |
| Air Conditioning | $22.7M | 6% |
| Commercial Vehicle | $19.7M | 5% |
| All Other | $18.9M | 5% |
| PL | $16.0M | 4% |
| Wire Sets And Other | $11.9M | 3% |
| Engine Efficiency | $10.0M | 3% |
| Construction Agriculture | $7.8M | 2% |
