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LANDS' END, INC.（LE）与医疗房产信托（SVC）财务数据对比。点击上方公司名可切换其他公司
LANDS' END, INC.的季度营收约是医疗房产信托的1.1倍（$317.5M vs $296.5M），LANDS' END, INC.净利率更高（1.6% vs -0.3%，领先1.9%），LANDS' END, INC.同比增速更快（0.1% vs -17.0%），LANDS' END, INC.自由现金流更多（$-22.4M vs $-95.2M），过去两年LANDS' END, INC.的营收复合增速更高（-0.9% vs -6.1%）
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。
医疗房产信托（MPT）是总部位于阿拉巴马州伯明翰的国际房地产投资信托（REIT），主要在美国和欧洲地区收购投资医疗设施与营利性医疗控股公司。该公司的房产收购多采用售后回租模式，原产权方出售房产给MPT后成为承租租户，其租户普遍签订长期三净租约。
LE vs SVC — 直观对比
营收规模更大
LE
是对方的1.1倍
$296.5M
营收增速更快
LE
高出17.1%
-17.0%
净利率更高
LE
高出1.9%
-0.3%
自由现金流更多
LE
多$72.7M
$-95.2M
两年增速更快
LE
近两年复合增速
-6.1%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $317.5M | $296.5M |
| 净利润 | $5.2M | $-782.0K |
| 毛利率 | 51.8% | — |
| 营业利润率 | 5.3% | -3.9% |
| 净利率 | 1.6% | -0.3% |
| 营收同比 | 0.1% | -17.0% |
| 净利润同比 | 198.3% | 99.0% |
| 每股收益（稀释后） | $0.17 | $-0.01 |
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LESVC
| Q4 25 | $317.5M | $296.5M | ||
| Q3 25 | — | $377.6M | ||
| Q2 25 | $261.2M | $404.4M | ||
| Q1 25 | — | $335.0M | ||
| Q4 24 | $318.6M | $357.0M | ||
| Q3 24 | $317.2M | $390.9M | ||
| Q2 24 | $285.5M | $412.5M | ||
| Q1 24 | $514.9M | $336.2M |
净利润LESVC
| Q4 25 | $5.2M | $-782.0K | ||
| Q3 25 | — | $-46.9M | ||
| Q2 25 | $-8.3M | $-38.2M | ||
| Q1 25 | — | $-116.4M | ||
| Q4 24 | $-593.0K | $-76.4M | ||
| Q3 24 | $-5.3M | $-46.9M | ||
| Q2 24 | $-6.4M | $-73.8M | ||
| Q1 24 | $-8.6M | $-78.4M |
毛利率LESVC
| 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LESVC
| Q4 25 | 5.3% | -3.9% | ||
| Q3 25 | — | -12.8% | ||
| Q2 25 | -0.9% | -9.2% | ||
| Q1 25 | — | -33.3% | ||
| Q4 24 | 2.9% | -19.4% | ||
| Q3 24 | 0.8% | -12.8% | ||
| Q2 24 | 0.8% | -17.1% | ||
| Q1 24 | 1.6% | -21.4% |
净利率LESVC
| Q4 25 | 1.6% | -0.3% | ||
| Q3 25 | — | -12.4% | ||
| Q2 25 | -3.2% | -9.4% | ||
| Q1 25 | — | -34.8% | ||
| Q4 24 | -0.2% | -21.4% | ||
| Q3 24 | -1.7% | -12.0% | ||
| Q2 24 | -2.3% | -17.9% | ||
| Q1 24 | -1.7% | -23.3% |
每股收益（稀释后）LESVC
| Q4 25 | $0.17 | $-0.01 | ||
| Q3 25 | — | $-0.28 | ||
| Q2 25 | $-0.27 | $-0.23 | ||
| Q1 25 | — | $-0.70 | ||
| Q4 24 | $-0.02 | $-0.46 | ||
| Q3 24 | $-0.17 | $-0.28 | ||
| Q2 24 | $-0.20 | $-0.45 | ||
| Q1 24 | $-0.27 | $-0.48 |
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 | $346.8M |
| 总债务越低越好 | — | $5.5B |
| 股东权益账面价值 | $231.0M | $646.1M |
| 总资产 | $852.7M | $6.5B |
| 负债/权益比越低杠杆越低 | — | 8.52× |
8季度趋势，按日历期对齐
现金及短期投资LESVC
| Q4 25 | $36.3M | $346.8M | ||
| Q3 25 | — | $417.4M | ||
| Q2 25 | $18.1M | $63.2M | ||
| Q1 25 | — | $80.1M | ||
| Q4 24 | $30.4M | $143.5M | ||
| Q3 24 | $25.6M | $48.6M | ||
| Q2 24 | $27.4M | $14.6M | ||
| Q1 24 | $25.3M | $71.3M |
总债务LESVC
| Q4 25 | — | $5.5B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $5.8B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益LESVC
| Q4 25 | $231.0M | $646.1M | ||
| Q3 25 | — | $647.9M | ||
| Q2 25 | $230.1M | $695.9M | ||
| Q1 25 | — | $734.6M | ||
| Q4 24 | $223.6M | $851.9M | ||
| Q3 24 | $226.5M | $929.0M | ||
| Q2 24 | $234.6M | $1.0B | ||
| Q1 24 | $241.6M | $1.1B |
总资产LESVC
| Q4 25 | $852.7M | $6.5B | ||
| Q3 25 | — | $7.0B | ||
| Q2 25 | $760.5M | $6.9B | ||
| Q1 25 | — | $7.0B | ||
| Q4 24 | $843.6M | $7.1B | ||
| Q3 24 | $802.5M | $7.1B | ||
| Q2 24 | $800.1M | $7.1B | ||
| Q1 24 | $811.5M | $7.2B |
负债/权益比LESVC
| Q4 25 | — | 8.52× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 6.85× | ||
| 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 | $-18.5M |
| 自由现金流经营现金流 - 资本支出 | $-22.4M | $-95.2M |
| 自由现金流率自由现金流/营收 | -7.1% | -32.1% |
| 资本支出强度资本支出/营收 | 2.1% | 25.9% |
| 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 | $-107.0M |
8季度趋势，按日历期对齐
经营现金流LESVC
| Q4 25 | $-15.7M | $-18.5M | ||
| Q3 25 | — | $98.1M | ||
| Q2 25 | $-22.5M | $-7.0K | ||
| Q1 25 | — | $38.2M | ||
| Q4 24 | $-17.1M | $-9.7M | ||
| Q3 24 | $30.7M | $106.2M | ||
| Q2 24 | $-25.8M | $43.8M | ||
| Q1 24 | $93.9M | $-926.0K |
自由现金流LESVC
| Q4 25 | $-22.4M | $-95.2M | ||
| Q3 25 | — | $57.9M | ||
| Q2 25 | $-30.7M | $-46.6M | ||
| Q1 25 | — | $-23.2M | ||
| Q4 24 | $-27.8M | $-88.9M | ||
| Q3 24 | $26.0M | $24.1M | ||
| Q2 24 | $-32.6M | $-22.3M | ||
| Q1 24 | $87.5M | $-77.2M |
自由现金流率LESVC
| Q4 25 | -7.1% | -32.1% | ||
| Q3 25 | — | 15.3% | ||
| Q2 25 | -11.8% | -11.5% | ||
| Q1 25 | — | -6.9% | ||
| Q4 24 | -8.7% | -24.9% | ||
| Q3 24 | 8.2% | 6.2% | ||
| Q2 24 | -11.4% | -5.4% | ||
| Q1 24 | 17.0% | -23.0% |
资本支出强度LESVC
| Q4 25 | 2.1% | 25.9% | ||
| Q3 25 | — | 10.6% | ||
| Q2 25 | 3.2% | 11.5% | ||
| Q1 25 | — | 18.3% | ||
| Q4 24 | 3.3% | 22.2% | ||
| Q3 24 | 1.5% | 21.0% | ||
| Q2 24 | 2.4% | 16.0% | ||
| Q1 24 | 1.2% | 22.7% |
现金转化率LESVC
| 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% |
SVC
暂无分部数据
