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LANDS' END, INC.（LE）与Utz Brands, Inc.（UTZ）财务数据对比。点击上方公司名可切换其他公司
Utz Brands, Inc.的季度营收约是LANDS' END, INC.的1.1倍（$341.0M vs $317.5M），LANDS' END, INC.净利率更高（1.6% vs 0.7%，领先1.0%），LANDS' END, INC.同比增速更快（0.1% vs -3.1%），Utz Brands, Inc.自由现金流更多（$16.5M vs $-22.4M），过去两年LANDS' END, INC.的营收复合增速更高（-0.9% vs -1.5%）
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。
Utz Brands, Inc.常简称为Utz，是总部位于美国宾夕法尼亚州汉诺威的休闲食品企业。该公司主打生产薯片、碱水脆饼等多种休闲食品，大部分产品以旗下品牌矩阵发售，同时也为仓储式会员店和批发商供应休闲零食。
LE vs UTZ — 直观对比
营收规模更大
UTZ
是对方的1.1倍
$317.5M
营收增速更快
LE
高出3.2%
-3.1%
净利率更高
LE
高出1.0%
0.7%
自由现金流更多
UTZ
多$38.9M
$-22.4M
两年增速更快
LE
近两年复合增速
-1.5%
损益表 — Q3 FY2026 vs Q4 FY2024
| 指标 | | |
|---|---|---|
| 营收 | $317.5M | $341.0M |
| 净利润 | $5.2M | $2.3M |
| 毛利率 | 51.8% | 25.5% |
| 营业利润率 | 5.3% | 2.1% |
| 净利率 | 1.6% | 0.7% |
| 营收同比 | 0.1% | -3.1% |
| 净利润同比 | 198.3% | 108.3% |
| 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LEUTZ
| Q4 25 | $317.5M | — | ||
| Q2 25 | $261.2M | — | ||
| Q4 24 | $318.6M | $341.0M | ||
| Q3 24 | $317.2M | $365.5M | ||
| Q2 24 | $285.5M | $356.2M | ||
| Q1 24 | $514.9M | $346.5M | ||
| Q4 23 | $324.7M | $371.9M | ||
| Q3 23 | $323.4M | $362.9M |
净利润LEUTZ
| Q4 25 | $5.2M | — | ||
| Q2 25 | $-8.3M | — | ||
| Q4 24 | $-593.0K | $2.3M | ||
| Q3 24 | $-5.3M | $-2.2M | ||
| Q2 24 | $-6.4M | $19.8M | ||
| Q1 24 | $-8.6M | $-4.0M | ||
| Q4 23 | $-112.4M | $16.0M | ||
| Q3 23 | $-8.0M | $-4.1M |
毛利率LEUTZ
| Q4 25 | 51.8% | — | ||
| Q2 25 | 50.8% | — | ||
| Q4 24 | 50.6% | 25.5% | ||
| Q3 24 | 47.9% | 26.9% | ||
| Q2 24 | 48.7% | 26.7% | ||
| Q1 24 | 38.0% | 25.5% | ||
| Q4 23 | 47.0% | 32.1% | ||
| Q3 23 | 43.2% | 32.4% |
营业利润率LEUTZ
| Q4 25 | 5.3% | — | ||
| Q2 25 | -0.9% | — | ||
| Q4 24 | 2.9% | 2.1% | ||
| Q3 24 | 0.8% | 5.3% | ||
| Q2 24 | 0.8% | 6.3% | ||
| Q1 24 | 1.6% | 2.8% | ||
| Q4 23 | -31.2% | 1.4% | ||
| Q3 23 | 1.8% | 0.7% |
净利率LEUTZ
| Q4 25 | 1.6% | — | ||
| Q2 25 | -3.2% | — | ||
| Q4 24 | -0.2% | 0.7% | ||
| Q3 24 | -1.7% | -0.6% | ||
| Q2 24 | -2.3% | 5.6% | ||
| Q1 24 | -1.7% | -1.2% | ||
| Q4 23 | -34.6% | 4.3% | ||
| Q3 23 | -2.5% | -1.1% |
每股收益（稀释后）LEUTZ
| Q4 25 | $0.17 | — | ||
| Q2 25 | $-0.27 | — | ||
| Q4 24 | $-0.02 | $0.04 | ||
| Q3 24 | $-0.17 | $-0.03 | ||
| Q2 24 | $-0.20 | $0.23 | ||
| Q1 24 | $-0.27 | $-0.05 | ||
| Q4 23 | $-3.52 | $0.19 | ||
| Q3 23 | $-0.25 | $-0.05 |
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 | $56.1M |
| 总债务越低越好 | — | $768.6M |
| 股东权益账面价值 | $231.0M | $696.9M |
| 总资产 | $852.7M | $2.7B |
| 负债/权益比越低杠杆越低 | — | 1.10× |
8季度趋势，按日历期对齐
现金及短期投资LEUTZ
| Q4 25 | $36.3M | — | ||
| Q2 25 | $18.1M | — | ||
| Q4 24 | $30.4M | $56.1M | ||
| Q3 24 | $25.6M | $64.9M | ||
| Q2 24 | $27.4M | $66.6M | ||
| Q1 24 | $25.3M | $47.0M | ||
| Q4 23 | $36.8M | $60.1M | ||
| Q3 23 | $26.6M | $73.7M |
总债务LEUTZ
| Q4 25 | — | — | ||
| Q2 25 | — | — | ||
| Q4 24 | — | $768.6M | ||
| Q3 24 | — | $780.8M | ||
| Q2 24 | — | $797.6M | ||
| Q1 24 | — | $756.9M | ||
| Q4 23 | — | $915.8M | ||
| Q3 23 | — | $967.0M |
股东权益LEUTZ
| Q4 25 | $231.0M | — | ||
| Q2 25 | $230.1M | — | ||
| Q4 24 | $223.6M | $696.9M | ||
| Q3 24 | $226.5M | $685.7M | ||
| Q2 24 | $234.6M | $686.0M | ||
| Q1 24 | $241.6M | $671.1M | ||
| Q4 23 | $250.9M | $705.9M | ||
| Q3 23 | $365.8M | $688.5M |
总资产LEUTZ
| Q4 25 | $852.7M | — | ||
| Q2 25 | $760.5M | — | ||
| Q4 24 | $843.6M | $2.7B | ||
| Q3 24 | $802.5M | $2.6B | ||
| Q2 24 | $800.1M | $2.7B | ||
| Q1 24 | $811.5M | $2.6B | ||
| Q4 23 | $947.6M | $2.8B | ||
| Q3 23 | $1.0B | $2.8B |
负债/权益比LEUTZ
| Q4 25 | — | — | ||
| Q2 25 | — | — | ||
| Q4 24 | — | 1.10× | ||
| Q3 24 | — | 1.14× | ||
| Q2 24 | — | 1.16× | ||
| Q1 24 | — | 1.13× | ||
| Q4 23 | — | 1.30× | ||
| Q3 23 | — | 1.40× |
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 | $54.2M |
| 自由现金流经营现金流 - 资本支出 | $-22.4M | $16.5M |
| 自由现金流率自由现金流/营收 | -7.1% | 4.8% |
| 资本支出强度资本支出/营收 | 2.1% | 11.1% |
| 现金转化率经营现金流/净利润 | -3.03× | 23.67× |
| 过去12个月自由现金流最近4个季度 | $-55.0M | $7.6M |
8季度趋势，按日历期对齐
经营现金流LEUTZ
| Q4 25 | $-15.7M | — | ||
| Q2 25 | $-22.5M | — | ||
| Q4 24 | $-17.1M | $54.2M | ||
| Q3 24 | $30.7M | $52.2M | ||
| Q2 24 | $-25.8M | $8.9M | ||
| Q1 24 | $93.9M | $-9.1M | ||
| Q4 23 | $-18.2M | $53.4M | ||
| Q3 23 | $65.6M | $4.1M |
自由现金流LEUTZ
| Q4 25 | $-22.4M | — | ||
| Q2 25 | $-30.7M | — | ||
| Q4 24 | $-27.8M | $16.5M | ||
| Q3 24 | $26.0M | $29.1M | ||
| Q2 24 | $-32.6M | $-15.3M | ||
| Q1 24 | $87.5M | $-22.7M | ||
| Q4 23 | $-23.8M | $37.9M | ||
| Q3 23 | $55.1M | $-12.1M |
自由现金流率LEUTZ
| Q4 25 | -7.1% | — | ||
| Q2 25 | -11.8% | — | ||
| Q4 24 | -8.7% | 4.8% | ||
| Q3 24 | 8.2% | 8.0% | ||
| Q2 24 | -11.4% | -4.3% | ||
| Q1 24 | 17.0% | -6.5% | ||
| Q4 23 | -7.3% | 10.2% | ||
| Q3 23 | 17.0% | -3.3% |
资本支出强度LEUTZ
| Q4 25 | 2.1% | — | ||
| Q2 25 | 3.2% | — | ||
| Q4 24 | 3.3% | 11.1% | ||
| Q3 24 | 1.5% | 6.3% | ||
| Q2 24 | 2.4% | 6.8% | ||
| Q1 24 | 1.2% | 3.9% | ||
| Q4 23 | 1.7% | 4.2% | ||
| Q3 23 | 3.2% | 4.5% |
现金转化率LEUTZ
| Q4 25 | -3.03× | — | ||
| Q2 25 | — | — | ||
| Q4 24 | — | 23.67× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.45× | ||
| Q1 24 | — | — | ||
| Q4 23 | — | 3.34× | ||
| Q3 23 | — | — |
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% |
UTZ
暂无分部数据
