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LANDS' END, INC.（LE）与URBAN OUTFITTERS INC（URBN）财务数据对比。点击上方公司名可切换其他公司
URBAN OUTFITTERS INC的季度营收约是LANDS' END, INC.的4.8倍（$1.5B vs $317.5M）。URBAN OUTFITTERS INC净利率更高（7.6% vs 1.6%，领先6.0%）。URBAN OUTFITTERS INC同比增速更快（12.3% vs 0.1%）。LANDS' END, INC.自由现金流更多（$-22.4M vs $-22.8M）。过去两年URBAN OUTFITTERS INC的营收复合增速更高（1.4% vs -1.1%）
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。
URBN是总部位于美国宾夕法尼亚州费城的跨国生活方式零售企业，旗下Urban Outfitters品牌面向年轻消费群体，产品涵盖男女时装、鞋履、美妆个护、配饰、运动服饰装备、家居用品及音乐周边等，业务覆盖美国、英国、加拿大、部分西欧国家、波兰、阿联酋、科威特、卡塔尔等市场。
LE vs URBN — 直观对比
营收规模更大
URBN
是对方的4.8倍
$317.5M
营收增速更快
URBN
高出12.2%
0.1%
净利率更高
URBN
高出6.0%
1.6%
自由现金流更多
LE
多$326.0K
$-22.8M
两年增速更快
URBN
近两年复合增速
-1.1%
损益表 — Q3 2026 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $317.5M | $1.5B |
| 净利润 | $5.2M | $116.4M |
| 毛利率 | 51.8% | 36.8% |
| 营业利润率 | 5.3% | 9.4% |
| 净利率 | 1.6% | 7.6% |
| 营收同比 | 0.1% | 12.3% |
| 净利润同比 | 198.3% | 13.1% |
| 每股收益（稀释后） | $0.17 | $1.28 |
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LEURBN
| Q4 25 | $317.5M | $1.5B | ||
| Q3 25 | — | $1.5B | ||
| Q2 25 | $261.2M | $1.3B | ||
| Q1 25 | — | $1.6B | ||
| Q4 24 | $318.6M | $1.4B | ||
| Q3 24 | $317.2M | $1.4B | ||
| Q2 24 | $285.5M | $1.2B | ||
| Q1 24 | $514.9M | $1.5B |
净利润LEURBN
| Q4 25 | $5.2M | $116.4M | ||
| Q3 25 | — | $143.9M | ||
| Q2 25 | $-8.3M | $108.3M | ||
| Q1 25 | — | $120.3M | ||
| Q4 24 | $-593.0K | $102.9M | ||
| Q3 24 | $-5.3M | $117.5M | ||
| Q2 24 | $-6.4M | $61.8M | ||
| Q1 24 | $-8.6M | $47.8M |
毛利率LEURBN
| Q4 25 | 51.8% | 36.8% | ||
| Q3 25 | — | 37.6% | ||
| Q2 25 | 50.8% | 36.8% | ||
| Q1 25 | — | 32.3% | ||
| Q4 24 | 50.6% | 36.5% | ||
| Q3 24 | 47.9% | 36.5% | ||
| Q2 24 | 48.7% | 34.0% | ||
| Q1 24 | 38.0% | 29.2% |
营业利润率LEURBN
| Q4 25 | 5.3% | 9.4% | ||
| Q3 25 | — | 11.6% | ||
| Q2 25 | -0.9% | 9.6% | ||
| Q1 25 | — | 7.7% | ||
| Q4 24 | 2.9% | 9.4% | ||
| Q3 24 | 0.8% | 10.7% | ||
| Q2 24 | 0.8% | 6.2% | ||
| Q1 24 | 1.6% | 3.9% |
净利率LEURBN
| Q4 25 | 1.6% | 7.6% | ||
| Q3 25 | — | 9.6% | ||
| Q2 25 | -3.2% | 8.1% | ||
| Q1 25 | — | 7.4% | ||
| Q4 24 | -0.2% | 7.6% | ||
| Q3 24 | -1.7% | 8.7% | ||
| Q2 24 | -2.3% | 5.1% | ||
| Q1 24 | -1.7% | 3.2% |
每股收益（稀释后）LEURBN
| Q4 25 | $0.17 | $1.28 | ||
| Q3 25 | — | $1.58 | ||
| Q2 25 | $-0.27 | $1.16 | ||
| Q1 25 | — | $1.27 | ||
| Q4 24 | $-0.02 | $1.10 | ||
| Q3 24 | $-0.17 | $1.24 | ||
| Q2 24 | $-0.20 | $0.65 | ||
| Q1 24 | $-0.27 | $0.51 |
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 | $306.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $231.0M | $2.7B |
| 总资产 | $852.7M | $4.9B |
| 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LEURBN
| Q4 25 | $36.3M | $306.6M | ||
| Q3 25 | — | $332.2M | ||
| Q2 25 | $18.1M | $189.4M | ||
| Q1 25 | — | $290.5M | ||
| Q4 24 | $30.4M | $182.5M | ||
| Q3 24 | $25.6M | $209.1M | ||
| Q2 24 | $27.4M | $174.0M | ||
| Q1 24 | $25.3M | $178.3M |
股东权益LEURBN
| Q4 25 | $231.0M | $2.7B | ||
| Q3 25 | — | $2.6B | ||
| Q2 25 | $230.1M | $2.4B | ||
| Q1 25 | — | $2.5B | ||
| Q4 24 | $223.6M | $2.4B | ||
| Q3 24 | $226.5M | $2.2B | ||
| Q2 24 | $234.6M | $2.2B | ||
| Q1 24 | $241.6M | $2.1B |
总资产LEURBN
| Q4 25 | $852.7M | $4.9B | ||
| Q3 25 | — | $4.7B | ||
| Q2 25 | $760.5M | $4.5B | ||
| Q1 25 | — | $4.5B | ||
| Q4 24 | $843.6M | $4.5B | ||
| Q3 24 | $802.5M | $4.3B | ||
| Q2 24 | $800.1M | $4.2B | ||
| Q1 24 | $811.5M | $4.1B |
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 | $61.1M |
| 自由现金流经营现金流 - 资本支出 | $-22.4M | $-22.8M |
| 自由现金流率自由现金流/营收 | -7.1% | -1.5% |
| 资本支出强度资本支出/营收 | 2.1% | 5.5% |
| 现金转化率经营现金流/净利润 | -3.03× | 0.53× |
| 过去12个月自由现金流最近4个季度 | $-55.0M | $402.7M |
8季度趋势，按日历期对齐
经营现金流LEURBN
| Q4 25 | $-15.7M | $61.1M | ||
| Q3 25 | — | $218.0M | ||
| Q2 25 | $-22.5M | $33.0M | ||
| Q1 25 | — | $320.5M | ||
| Q4 24 | — | $18.5M | ||
| Q3 24 | $30.7M | $105.3M | ||
| Q2 24 | $-25.8M | $58.6M | ||
| Q1 24 | $93.9M | $229.2M |
自由现金流LEURBN
| Q4 25 | $-22.4M | $-22.8M | ||
| Q3 25 | — | $156.6M | ||
| Q2 25 | $-30.7M | $-13.1M | ||
| Q1 25 | — | $281.9M | ||
| Q4 24 | — | $-26.6M | ||
| Q3 24 | $26.0M | $47.5M | ||
| Q2 24 | $-32.6M | $17.5M | ||
| Q1 24 | $87.5M | $180.6M |
自由现金流率LEURBN
| Q4 25 | -7.1% | -1.5% | ||
| Q3 25 | — | 10.4% | ||
| Q2 25 | -11.8% | -1.0% | ||
| Q1 25 | — | 17.2% | ||
| Q4 24 | — | -2.0% | ||
| Q3 24 | 8.2% | 3.5% | ||
| Q2 24 | -11.4% | 1.5% | ||
| Q1 24 | 17.0% | 12.2% |
资本支出强度LEURBN
| Q4 25 | 2.1% | 5.5% | ||
| Q3 25 | — | 4.1% | ||
| Q2 25 | 3.2% | 3.5% | ||
| Q1 25 | — | 2.4% | ||
| Q4 24 | — | 3.3% | ||
| Q3 24 | 1.5% | 4.3% | ||
| Q2 24 | 2.4% | 3.4% | ||
| Q1 24 | 1.2% | 3.3% |
现金转化率LEURBN
| Q4 25 | -3.03× | 0.53× | ||
| Q3 25 | — | 1.52× | ||
| Q2 25 | — | 0.30× | ||
| Q1 25 | — | 2.66× | ||
| Q4 24 | — | 0.18× | ||
| Q3 24 | — | 0.90× | ||
| Q2 24 | — | 0.95× | ||
| Q1 24 | — | 4.80× |
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% |
URBN
| Apparel | $861.4M | 56% |
| Home | $187.0M | 12% |
| Accessories | $182.6M | 12% |
| Subscription Operations | $144.6M | 9% |
| Wholesale Operations | $88.3M | 6% |
| Other | $65.3M | 4% |
