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LANDS' END, INC.（LE）与Simpson Manufacturing Co., Inc.（SSD）财务数据对比。点击上方公司名可切换其他公司
Simpson Manufacturing Co., Inc.的季度营收约是LANDS' END, INC.的1.9倍（$588.0M vs $317.5M），Simpson Manufacturing Co., Inc.净利率更高（15.0% vs 1.6%，领先13.4%），Simpson Manufacturing Co., Inc.同比增速更快（9.1% vs 0.1%），过去两年Simpson Manufacturing Co., Inc.的营收复合增速更高（-0.8% 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。
辛普森制造是美国领先的建筑材料生产企业，主营面向新建建筑及改造翻新项目的结构连接件、紧固件、锚固件等专业产品，在建筑配套材料领域具备深厚的技术积累与较高的市场认可度。
LE vs SSD — 直观对比
营收规模更大
SSD
是对方的1.9倍
$317.5M
营收增速更快
SSD
高出9.0%
0.1%
净利率更高
SSD
高出13.4%
1.6%
两年增速更快
SSD
近两年复合增速
-0.9%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $317.5M | $588.0M |
| 净利润 | $5.2M | $88.2M |
| 毛利率 | 51.8% | 45.2% |
| 营业利润率 | 5.3% | 19.5% |
| 净利率 | 1.6% | 15.0% |
| 营收同比 | 0.1% | 9.1% |
| 净利润同比 | 198.3% | 13.3% |
| 每股收益（稀释后） | $0.17 | $2.13 |
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LESSD
| Q1 26 | — | $588.0M | ||
| Q4 25 | $317.5M | $539.3M | ||
| Q3 25 | — | $623.5M | ||
| Q2 25 | $261.2M | $631.1M | ||
| Q1 25 | — | $538.9M | ||
| Q4 24 | $318.6M | $517.4M | ||
| Q3 24 | $317.2M | $587.2M | ||
| Q2 24 | $285.5M | $597.0M |
净利润LESSD
| Q1 26 | — | $88.2M | ||
| Q4 25 | $5.2M | $56.2M | ||
| Q3 25 | — | $107.4M | ||
| Q2 25 | $-8.3M | $103.5M | ||
| Q1 25 | — | $77.9M | ||
| Q4 24 | $-593.0K | $55.4M | ||
| Q3 24 | $-5.3M | $93.5M | ||
| Q2 24 | $-6.4M | $97.8M |
毛利率LESSD
| Q1 26 | — | 45.2% | ||
| Q4 25 | 51.8% | 43.4% | ||
| Q3 25 | — | 46.4% | ||
| Q2 25 | 50.8% | 46.7% | ||
| Q1 25 | — | 46.8% | ||
| Q4 24 | 50.6% | 44.0% | ||
| Q3 24 | 47.9% | 46.8% | ||
| Q2 24 | 48.7% | 46.7% |
营业利润率LESSD
| Q1 26 | — | 19.5% | ||
| Q4 25 | 5.3% | 13.9% | ||
| Q3 25 | — | 22.6% | ||
| Q2 25 | -0.9% | 22.2% | ||
| Q1 25 | — | 19.0% | ||
| Q4 24 | 2.9% | 14.8% | ||
| Q3 24 | 0.8% | 21.3% | ||
| Q2 24 | 0.8% | 22.1% |
净利率LESSD
| Q1 26 | — | 15.0% | ||
| Q4 25 | 1.6% | 10.4% | ||
| Q3 25 | — | 17.2% | ||
| Q2 25 | -3.2% | 16.4% | ||
| Q1 25 | — | 14.5% | ||
| Q4 24 | -0.2% | 10.7% | ||
| Q3 24 | -1.7% | 15.9% | ||
| Q2 24 | -2.3% | 16.4% |
每股收益（稀释后）LESSD
| Q1 26 | — | $2.13 | ||
| Q4 25 | $0.17 | $1.34 | ||
| Q3 25 | — | $2.58 | ||
| Q2 25 | $-0.27 | $2.47 | ||
| Q1 25 | — | $1.85 | ||
| Q4 24 | $-0.02 | $1.31 | ||
| Q3 24 | $-0.17 | $2.21 | ||
| Q2 24 | $-0.20 | $2.31 |
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 | $341.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $231.0M | $2.1B |
| 总资产 | $852.7M | $3.0B |
| 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LESSD
| Q1 26 | — | $341.0M | ||
| Q4 25 | $36.3M | $384.1M | ||
| Q3 25 | — | $297.3M | ||
| Q2 25 | $18.1M | $190.4M | ||
| Q1 25 | — | $150.3M | ||
| Q4 24 | $30.4M | $239.4M | ||
| Q3 24 | $25.6M | $339.4M | ||
| Q2 24 | $27.4M | $354.9M |
总债务LESSD
| Q1 26 | — | — | ||
| Q4 25 | — | $300.0M | ||
| Q3 25 | — | $371.3M | ||
| Q2 25 | — | $376.9M | ||
| Q1 25 | — | $382.5M | ||
| Q4 24 | — | $388.1M | ||
| Q3 24 | — | $393.8M | ||
| Q2 24 | — | $399.4M |
股东权益LESSD
| Q1 26 | — | $2.1B | ||
| Q4 25 | $231.0M | $2.0B | ||
| Q3 25 | — | $2.0B | ||
| Q2 25 | $230.1M | $1.9B | ||
| Q1 25 | — | $1.9B | ||
| Q4 24 | $223.6M | $1.8B | ||
| Q3 24 | $226.5M | $1.9B | ||
| Q2 24 | $234.6M | $1.8B |
总资产LESSD
| Q1 26 | — | $3.0B | ||
| Q4 25 | $852.7M | $3.1B | ||
| Q3 25 | — | $3.0B | ||
| Q2 25 | $760.5M | $3.0B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | $843.6M | $2.7B | ||
| Q3 24 | $802.5M | $2.9B | ||
| Q2 24 | $800.1M | $2.8B |
负债/权益比LESSD
| Q1 26 | — | — | ||
| Q4 25 | — | 0.15× | ||
| Q3 25 | — | 0.19× | ||
| Q2 25 | — | 0.20× | ||
| Q1 25 | — | 0.21× | ||
| Q4 24 | — | 0.21× | ||
| Q3 24 | — | 0.21× | ||
| Q2 24 | — | 0.23× |
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% | — |
| 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LESSD
| Q1 26 | — | — | ||
| Q4 25 | $-15.7M | $155.7M | ||
| Q3 25 | — | $170.2M | ||
| Q2 25 | $-22.5M | $125.2M | ||
| Q1 25 | — | $7.6M | ||
| Q4 24 | $-17.1M | $115.8M | ||
| Q3 24 | $30.7M | $103.3M | ||
| Q2 24 | $-25.8M | $111.1M |
自由现金流LESSD
| Q1 26 | — | — | ||
| Q4 25 | $-22.4M | $119.0M | ||
| Q3 25 | — | $133.9M | ||
| Q2 25 | $-30.7M | $87.3M | ||
| Q1 25 | — | $-42.6M | ||
| Q4 24 | $-27.8M | $60.3M | ||
| Q3 24 | $26.0M | $58.1M | ||
| Q2 24 | $-32.6M | $70.9M |
自由现金流率LESSD
| Q1 26 | — | — | ||
| Q4 25 | -7.1% | 22.1% | ||
| Q3 25 | — | 21.5% | ||
| Q2 25 | -11.8% | 13.8% | ||
| Q1 25 | — | -7.9% | ||
| Q4 24 | -8.7% | 11.7% | ||
| Q3 24 | 8.2% | 9.9% | ||
| Q2 24 | -11.4% | 11.9% |
资本支出强度LESSD
| Q1 26 | — | — | ||
| Q4 25 | 2.1% | 6.8% | ||
| Q3 25 | — | 5.8% | ||
| Q2 25 | 3.2% | 6.0% | ||
| Q1 25 | — | 9.3% | ||
| Q4 24 | 3.3% | 10.7% | ||
| Q3 24 | 1.5% | 7.7% | ||
| Q2 24 | 2.4% | 6.7% |
现金转化率LESSD
| Q1 26 | — | — | ||
| Q4 25 | -3.03× | 2.77× | ||
| Q3 25 | — | 1.58× | ||
| Q2 25 | — | 1.21× | ||
| Q1 25 | — | 0.10× | ||
| Q4 24 | — | 2.09× | ||
| Q3 24 | — | 1.10× | ||
| Q2 24 | — | 1.14× |
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% |
SSD
暂无分部数据
