vs
LANDS' END, INC.（LE）与Wheels Up Experience Inc.（UP）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Wheels Up Experience Inc.的1.7倍（$317.5M vs $183.8M），LANDS' END, INC.净利率更高（1.6% vs -15.7%，领先17.3%），LANDS' END, INC.同比增速更快（0.1% vs -10.2%），LANDS' END, INC.自由现金流更多（$-22.4M vs $-58.3M），过去两年LANDS' END, INC.的营收复合增速更高（-0.9% vs -3.4%）
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。
Wheels Up是美国领先的按需私人航空服务提供商，也是全球规模最大的私人航空企业之一。公司由肯尼·迪希特创立于2013年，采用会员制按需服务的商业模式，会员可通过移动应用程序，从公司自有机队及第三方运营商处预订私人飞机出行。
LE vs UP — 直观对比
营收规模更大
LE
是对方的1.7倍
$183.8M
营收增速更快
LE
高出10.3%
-10.2%
净利率更高
LE
高出17.3%
-15.7%
自由现金流更多
LE
多$35.8M
$-58.3M
两年增速更快
LE
近两年复合增速
-3.4%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $317.5M | $183.8M |
| 净利润 | $5.2M | $-28.9M |
| 毛利率 | 51.8% | 14.3% |
| 营业利润率 | 5.3% | -0.9% |
| 净利率 | 1.6% | -15.7% |
| 营收同比 | 0.1% | -10.2% |
| 净利润同比 | 198.3% | 67.0% |
| 每股收益（稀释后） | $0.17 | $-0.04 |
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LEUP
| Q4 25 | $317.5M | $183.8M | ||
| Q3 25 | — | $185.5M | ||
| Q2 25 | $261.2M | $189.6M | ||
| Q1 25 | — | $177.5M | ||
| Q4 24 | $318.6M | $204.8M | ||
| Q3 24 | $317.2M | $193.9M | ||
| Q2 24 | $285.5M | $196.3M | ||
| Q1 24 | $514.9M | $197.1M |
净利润LEUP
| Q4 25 | $5.2M | $-28.9M | ||
| Q3 25 | — | $-83.7M | ||
| Q2 25 | $-8.3M | $-82.3M | ||
| Q1 25 | — | $-99.3M | ||
| Q4 24 | $-593.0K | $-87.5M | ||
| Q3 24 | $-5.3M | $-57.7M | ||
| Q2 24 | $-6.4M | $-97.0M | ||
| Q1 24 | $-8.6M | $-97.4M |
毛利率LEUP
| Q4 25 | 51.8% | 14.3% | ||
| Q3 25 | — | 6.8% | ||
| Q2 25 | 50.8% | 8.3% | ||
| Q1 25 | — | 10.8% | ||
| Q4 24 | 50.6% | 13.9% | ||
| Q3 24 | 47.9% | 13.9% | ||
| Q2 24 | 48.7% | 2.3% | ||
| Q1 24 | 38.0% | -0.6% |
营业利润率LEUP
| Q4 25 | 5.3% | -0.9% | ||
| Q3 25 | — | -33.1% | ||
| Q2 25 | -0.9% | -31.4% | ||
| Q1 25 | — | -45.5% | ||
| Q4 24 | 2.9% | -26.0% | ||
| Q3 24 | 0.8% | -21.6% | ||
| Q2 24 | 0.8% | -40.3% | ||
| Q1 24 | 1.6% | -42.9% |
净利率LEUP
| Q4 25 | 1.6% | -15.7% | ||
| Q3 25 | — | -45.1% | ||
| Q2 25 | -3.2% | -43.4% | ||
| Q1 25 | — | -55.9% | ||
| Q4 24 | -0.2% | -42.7% | ||
| Q3 24 | -1.7% | -29.8% | ||
| Q2 24 | -2.3% | -49.4% | ||
| Q1 24 | -1.7% | -49.4% |
每股收益（稀释后）LEUP
| Q4 25 | $0.17 | $-0.04 | ||
| Q3 25 | — | $-0.12 | ||
| Q2 25 | $-0.27 | $-0.12 | ||
| Q1 25 | — | $-0.14 | ||
| Q4 24 | $-0.02 | $-0.13 | ||
| Q3 24 | $-0.17 | $-0.08 | ||
| Q2 24 | $-0.20 | $-0.14 | ||
| Q1 24 | $-0.27 | $-0.14 |
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 | $133.9M |
| 总债务越低越好 | — | $671.3M |
| 股东权益账面价值 | $231.0M | $-392.1M |
| 总资产 | $852.7M | $968.8M |
| 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LEUP
| Q4 25 | $36.3M | $133.9M | ||
| Q3 25 | — | $125.3M | ||
| Q2 25 | $18.1M | $107.0M | ||
| Q1 25 | — | $171.8M | ||
| Q4 24 | $30.4M | $216.4M | ||
| Q3 24 | $25.6M | $115.9M | ||
| Q2 24 | $27.4M | $141.5M | ||
| Q1 24 | $25.3M | $180.9M |
总债务LEUP
| Q4 25 | — | $671.3M | ||
| Q3 25 | — | $766.5M | ||
| Q2 25 | — | $770.5M | ||
| Q1 25 | — | $765.8M | ||
| Q4 24 | — | $761.3M | ||
| Q3 24 | — | $596.9M | ||
| Q2 24 | — | $597.4M | ||
| Q1 24 | — | $603.2M |
股东权益LEUP
| Q4 25 | $231.0M | $-392.1M | ||
| Q3 25 | — | $-374.5M | ||
| Q2 25 | $230.1M | $-347.8M | ||
| Q1 25 | — | $-288.1M | ||
| Q4 24 | $223.6M | $-202.1M | ||
| Q3 24 | $226.5M | $-117.7M | ||
| Q2 24 | $234.6M | $-72.2M | ||
| Q1 24 | $241.6M | $936.0K |
总资产LEUP
| Q4 25 | $852.7M | $968.8M | ||
| Q3 25 | — | $973.0M | ||
| Q2 25 | $760.5M | $1.0B | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | $843.6M | $1.2B | ||
| Q3 24 | $802.5M | $1.0B | ||
| Q2 24 | $800.1M | $1.1B | ||
| Q1 24 | $811.5M | $1.2B |
负债/权益比LEUP
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 644.43× |
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 | $-18.4M |
| 自由现金流经营现金流 - 资本支出 | $-22.4M | $-58.3M |
| 自由现金流率自由现金流/营收 | -7.1% | -31.7% |
| 资本支出强度资本支出/营收 | 2.1% | 21.7% |
| 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 | $-259.9M |
8季度趋势，按日历期对齐
经营现金流LEUP
| Q4 25 | $-15.7M | $-18.4M | ||
| Q3 25 | — | $-37.1M | ||
| Q2 25 | $-22.5M | $-62.9M | ||
| Q1 25 | — | $-47.9M | ||
| Q4 24 | $-17.1M | $37.9M | ||
| Q3 24 | $30.7M | $-16.9M | ||
| Q2 24 | $-25.8M | $-25.2M | ||
| Q1 24 | $93.9M | $-73.8M |
自由现金流LEUP
| Q4 25 | $-22.4M | $-58.3M | ||
| Q3 25 | — | $-60.4M | ||
| Q2 25 | $-30.7M | $-78.6M | ||
| Q1 25 | — | $-62.6M | ||
| Q4 24 | $-27.8M | $-70.2M | ||
| Q3 24 | $26.0M | $-21.9M | ||
| Q2 24 | $-32.6M | $-30.8M | ||
| Q1 24 | $87.5M | $-77.8M |
自由现金流率LEUP
| Q4 25 | -7.1% | -31.7% | ||
| Q3 25 | — | -32.6% | ||
| Q2 25 | -11.8% | -41.5% | ||
| Q1 25 | — | -35.3% | ||
| Q4 24 | -8.7% | -34.3% | ||
| Q3 24 | 8.2% | -11.3% | ||
| Q2 24 | -11.4% | -15.7% | ||
| Q1 24 | 17.0% | -39.5% |
资本支出强度LEUP
| Q4 25 | 2.1% | 21.7% | ||
| Q3 25 | — | 12.5% | ||
| Q2 25 | 3.2% | 8.3% | ||
| Q1 25 | — | 8.3% | ||
| Q4 24 | 3.3% | 52.8% | ||
| Q3 24 | 1.5% | 2.6% | ||
| Q2 24 | 2.4% | 2.9% | ||
| Q1 24 | 1.2% | 2.0% |
现金转化率LEUP
| 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% |
UP
暂无分部数据
