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LANDS' END, INC.（LE）与SSR MINING INC.（SSRM）财务数据对比。点击上方公司名可切换其他公司
SSR MINING INC.的季度营收约是LANDS' END, INC.的1.6倍（$521.7M vs $317.5M），SSR MINING INC.净利率更高（34.8% vs 1.6%，领先33.2%），SSR MINING INC.同比增速更快（61.4% vs 0.1%），SSR MINING INC.自由现金流更多（$106.4M vs $-22.4M），过去两年SSR MINING INC.的营收复合增速更高（50.5% 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。
SSR Mining Inc.（前身为白银标准资源公司）总部位于美国科罗拉多州丹佛，主营金、银、铜、铅、锌矿产开采，拥有阿根廷最大的银矿，同时在美洲全境及土耳其开展矿产勘探业务。2020年与阿拉瑟黄金合并后迁至丹佛，现任总裁兼首席执行官为罗德尼·P·安塔尔。
LE vs SSRM — 直观对比
营收规模更大
SSRM
是对方的1.6倍
$317.5M
营收增速更快
SSRM
高出61.3%
0.1%
净利率更高
SSRM
高出33.2%
1.6%
自由现金流更多
SSRM
多$128.8M
$-22.4M
两年增速更快
SSRM
近两年复合增速
-0.9%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $317.5M | $521.7M |
| 净利润 | $5.2M | $181.5M |
| 毛利率 | 51.8% | — |
| 营业利润率 | 5.3% | 38.8% |
| 净利率 | 1.6% | 34.8% |
| 营收同比 | 0.1% | 61.4% |
| 净利润同比 | 198.3% | 3166.6% |
| 每股收益（稀释后） | $0.17 | $0.84 |
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LESSRM
| Q4 25 | $317.5M | $521.7M | ||
| Q3 25 | — | $385.8M | ||
| Q2 25 | $261.2M | $405.5M | ||
| Q1 25 | — | $316.6M | ||
| Q4 24 | $318.6M | $323.2M | ||
| Q3 24 | $317.2M | $257.4M | ||
| Q2 24 | $285.5M | $184.8M | ||
| Q1 24 | $514.9M | $230.2M |
净利润LESSRM
| Q4 25 | $5.2M | $181.5M | ||
| Q3 25 | — | $65.4M | ||
| Q2 25 | $-8.3M | $90.1M | ||
| Q1 25 | — | $58.8M | ||
| Q4 24 | $-593.0K | $5.6M | ||
| Q3 24 | $-5.3M | $10.6M | ||
| Q2 24 | $-6.4M | $9.7M | ||
| Q1 24 | $-8.6M | $-287.1M |
毛利率LESSRM
| Q4 25 | 51.8% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 50.8% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 50.6% | — | ||
| Q3 24 | 47.9% | — | ||
| Q2 24 | 48.7% | — | ||
| Q1 24 | 38.0% | — |
营业利润率LESSRM
| Q4 25 | 5.3% | 38.8% | ||
| Q3 25 | — | 21.6% | ||
| Q2 25 | -0.9% | 26.9% | ||
| Q1 25 | — | 21.1% | ||
| Q4 24 | 2.9% | 10.6% | ||
| Q3 24 | 0.8% | 3.5% | ||
| Q2 24 | 0.8% | 5.8% | ||
| Q1 24 | 1.6% | -163.5% |
净利率LESSRM
| Q4 25 | 1.6% | 34.8% | ||
| Q3 25 | — | 17.0% | ||
| Q2 25 | -3.2% | 22.2% | ||
| Q1 25 | — | 18.6% | ||
| Q4 24 | -0.2% | 1.7% | ||
| Q3 24 | -1.7% | 4.1% | ||
| Q2 24 | -2.3% | 5.2% | ||
| Q1 24 | -1.7% | -124.7% |
每股收益（稀释后）LESSRM
| Q4 25 | $0.17 | $0.84 | ||
| Q3 25 | — | $0.31 | ||
| Q2 25 | $-0.27 | $0.42 | ||
| Q1 25 | — | $0.28 | ||
| Q4 24 | $-0.02 | $0.03 | ||
| Q3 24 | $-0.17 | $0.05 | ||
| Q2 24 | $-0.20 | $0.05 | ||
| Q1 24 | $-0.27 | $-1.42 |
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 | $575.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $231.0M | $3.5B |
| 总资产 | $852.7M | $6.1B |
| 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LESSRM
| Q4 25 | $36.3M | $575.6M | ||
| Q3 25 | — | $445.4M | ||
| Q2 25 | $18.1M | $438.5M | ||
| Q1 25 | — | $341.3M | ||
| Q4 24 | $30.4M | $417.3M | ||
| Q3 24 | $25.6M | $365.8M | ||
| Q2 24 | $27.4M | $384.4M | ||
| Q1 24 | $25.3M | $492.0M |
总债务LESSRM
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $228.6M | ||
| Q3 24 | — | $228.3M | ||
| Q2 24 | — | $228.0M | ||
| Q1 24 | — | $228.7M |
股东权益LESSRM
| Q4 25 | $231.0M | $3.5B | ||
| Q3 25 | — | $3.3B | ||
| Q2 25 | $230.1M | $3.3B | ||
| Q1 25 | — | $3.2B | ||
| Q4 24 | $223.6M | $3.1B | ||
| Q3 24 | $226.5M | $3.1B | ||
| Q2 24 | $234.6M | $3.1B | ||
| Q1 24 | $241.6M | $3.1B |
总资产LESSRM
| Q4 25 | $852.7M | $6.1B | ||
| Q3 25 | — | $5.9B | ||
| Q2 25 | $760.5M | $5.8B | ||
| Q1 25 | — | $5.6B | ||
| Q4 24 | $843.6M | $5.2B | ||
| Q3 24 | $802.5M | $5.1B | ||
| Q2 24 | $800.1M | $5.2B | ||
| Q1 24 | $811.5M | $5.3B |
负债/权益比LESSRM
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.07× | ||
| Q3 24 | — | 0.07× | ||
| Q2 24 | — | 0.07× | ||
| Q1 24 | — | 0.07× |
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 | $172.1M |
| 自由现金流经营现金流 - 资本支出 | $-22.4M | $106.4M |
| 自由现金流率自由现金流/营收 | -7.1% | 20.4% |
| 资本支出强度资本支出/营收 | 2.1% | 12.6% |
| 现金转化率经营现金流/净利润 | -3.03× | 0.95× |
| 过去12个月自由现金流最近4个季度 | $-55.0M | $241.6M |
8季度趋势，按日历期对齐
经营现金流LESSRM
| Q4 25 | $-15.7M | $172.1M | ||
| Q3 25 | — | $57.2M | ||
| Q2 25 | $-22.5M | $157.8M | ||
| Q1 25 | — | $84.8M | ||
| Q4 24 | $-17.1M | $95.0M | ||
| Q3 24 | $30.7M | $-1.3M | ||
| Q2 24 | $-25.8M | $-78.1M | ||
| Q1 24 | $93.9M | $24.6M |
自由现金流LESSRM
| Q4 25 | $-22.4M | $106.4M | ||
| Q3 25 | — | $-2.4M | ||
| Q2 25 | $-30.7M | $98.4M | ||
| Q1 25 | — | $39.3M | ||
| Q4 24 | $-27.8M | $56.4M | ||
| Q3 24 | $26.0M | $-34.1M | ||
| Q2 24 | $-32.6M | $-116.3M | ||
| Q1 24 | $87.5M | $-9.4M |
自由现金流率LESSRM
| Q4 25 | -7.1% | 20.4% | ||
| Q3 25 | — | -0.6% | ||
| Q2 25 | -11.8% | 24.3% | ||
| Q1 25 | — | 12.4% | ||
| Q4 24 | -8.7% | 17.5% | ||
| Q3 24 | 8.2% | -13.2% | ||
| Q2 24 | -11.4% | -62.9% | ||
| Q1 24 | 17.0% | -4.1% |
资本支出强度LESSRM
| Q4 25 | 2.1% | 12.6% | ||
| Q3 25 | — | 15.4% | ||
| Q2 25 | 3.2% | 14.7% | ||
| Q1 25 | — | 14.4% | ||
| Q4 24 | 3.3% | 11.9% | ||
| Q3 24 | 1.5% | 12.7% | ||
| Q2 24 | 2.4% | 20.7% | ||
| Q1 24 | 1.2% | 14.8% |
现金转化率LESSRM
| Q4 25 | -3.03× | 0.95× | ||
| Q3 25 | — | 0.87× | ||
| Q2 25 | — | 1.75× | ||
| Q1 25 | — | 1.44× | ||
| Q4 24 | — | 17.10× | ||
| Q3 24 | — | -0.13× | ||
| Q2 24 | — | -8.06× | ||
| 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% |
SSRM
| Gold | $369.3M | 71% |
| Concentrate Sales | $124.4M | 24% |
| Other | $19.1M | 4% |
| Lead | $9.0M | 2% |
