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LANDS' END, INC.（LE）与世纪互联（VNET）财务数据对比。点击上方公司名可切换其他公司
世纪互联的季度营收约是LANDS' END, INC.的1.1倍（$362.7M vs $317.5M），LANDS' END, INC.净利率更高（1.6% vs -10.7%，领先12.3%），LANDS' END, INC.自由现金流更多（$-22.4M vs $-193.1M），过去两年世纪互联的营收复合增速更高（17.4% 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。
VNET Group即世纪互联，是中国领先的第三方中立数据中心服务商，提供机柜托管、云基础设施、混合云部署及网络管理等解决方案，服务覆盖科技、金融、零售等多领域企业客户，为企业数字化运营提供稳定的算力与网络支撑。
LE vs VNET — 直观对比
营收规模更大
VNET
是对方的1.1倍
$317.5M
净利率更高
LE
高出12.3%
-10.7%
自由现金流更多
LE
多$170.7M
$-193.1M
两年增速更快
VNET
近两年复合增速
-0.9%
损益表 — Q3 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $317.5M | $362.7M |
| 净利润 | $5.2M | $-38.7M |
| 毛利率 | 51.8% | 20.9% |
| 营业利润率 | 5.3% | 0.5% |
| 净利率 | 1.6% | -10.7% |
| 营收同比 | 0.1% | — |
| 净利润同比 | 198.3% | — |
| 每股收益（稀释后） | $0.17 | — |
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LEVNET
| Q4 25 | $317.5M | — | ||
| Q3 25 | — | $362.7M | ||
| Q2 25 | $261.2M | — | ||
| Q1 25 | — | $309.5M | ||
| Q4 24 | $318.6M | — | ||
| Q3 24 | $317.2M | $302.2M | ||
| Q2 24 | $285.5M | $274.4M | ||
| Q1 24 | $514.9M | $262.9M |
净利润LEVNET
| Q4 25 | $5.2M | — | ||
| Q3 25 | — | $-38.7M | ||
| Q2 25 | $-8.3M | — | ||
| Q1 25 | — | $-2.4M | ||
| Q4 24 | $-593.0K | — | ||
| Q3 24 | $-5.3M | $-2.1M | ||
| Q2 24 | $-6.4M | $-1.1M | ||
| Q1 24 | $-8.6M | $-22.0M |
毛利率LEVNET
| Q4 25 | 51.8% | — | ||
| Q3 25 | — | 20.9% | ||
| Q2 25 | 50.8% | — | ||
| Q1 25 | — | 25.2% | ||
| Q4 24 | 50.6% | — | ||
| Q3 24 | 47.9% | 23.2% | ||
| Q2 24 | 48.7% | 21.3% | ||
| Q1 24 | 38.0% | 21.6% |
营业利润率LEVNET
| Q4 25 | 5.3% | — | ||
| Q3 25 | — | 0.5% | ||
| Q2 25 | -0.9% | — | ||
| Q1 25 | — | 0.1% | ||
| Q4 24 | 2.9% | — | ||
| Q3 24 | 0.8% | 24.5% | ||
| Q2 24 | 0.8% | 0.2% | ||
| Q1 24 | 1.6% | 0.2% |
净利率LEVNET
| Q4 25 | 1.6% | — | ||
| Q3 25 | — | -10.7% | ||
| Q2 25 | -3.2% | — | ||
| Q1 25 | — | -0.8% | ||
| Q4 24 | -0.2% | — | ||
| Q3 24 | -1.7% | -0.7% | ||
| Q2 24 | -2.3% | -0.4% | ||
| Q1 24 | -1.7% | -8.4% |
每股收益（稀释后）LEVNET
| Q4 25 | $0.17 | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $-0.27 | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $-0.02 | — | ||
| Q3 24 | $-0.17 | — | ||
| Q2 24 | $-0.20 | — | ||
| Q1 24 | $-0.27 | — |
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 | $492.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $231.0M | $890.8M |
| 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LEVNET
| Q4 25 | $36.3M | — | ||
| Q3 25 | — | $492.1M | ||
| Q2 25 | $18.1M | — | ||
| Q1 25 | — | $544.3M | ||
| Q4 24 | $30.4M | — | ||
| Q3 24 | $25.6M | $219.5M | ||
| Q2 24 | $27.4M | $247.2M | ||
| Q1 24 | $25.3M | $246.9M |
总债务LEVNET
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益LEVNET
| Q4 25 | $231.0M | — | ||
| Q3 25 | — | $890.8M | ||
| Q2 25 | $230.1M | — | ||
| Q1 25 | — | $927.8M | ||
| Q4 24 | $223.6M | — | ||
| Q3 24 | $226.5M | $902.9M | ||
| Q2 24 | $234.6M | $900.6M | ||
| Q1 24 | $241.6M | $895.1M |
总资产LEVNET
| Q4 25 | $852.7M | — | ||
| Q3 25 | — | $6.1B | ||
| Q2 25 | $760.5M | — | ||
| Q1 25 | — | $5.4B | ||
| Q4 24 | $843.6M | — | ||
| Q3 24 | $802.5M | $4.3B | ||
| Q2 24 | $800.1M | $4.0B | ||
| Q1 24 | $811.5M | $3.9B |
负债/权益比LEVNET
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.28× | ||
| 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 | $113.8M |
| 自由现金流经营现金流 - 资本支出 | $-22.4M | $-193.1M |
| 自由现金流率自由现金流/营收 | -7.1% | -53.2% |
| 资本支出强度资本支出/营收 | 2.1% | 84.6% |
| 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 | $-589.7M |
8季度趋势，按日历期对齐
经营现金流LEVNET
| Q4 25 | $-15.7M | — | ||
| Q3 25 | — | $113.8M | ||
| Q2 25 | $-22.5M | — | ||
| Q1 25 | — | $27.0M | ||
| Q4 24 | $-17.1M | — | ||
| Q3 24 | $30.7M | $108.3M | ||
| Q2 24 | $-25.8M | $55.8M | ||
| Q1 24 | $93.9M | $37.1M |
自由现金流LEVNET
| Q4 25 | $-22.4M | — | ||
| Q3 25 | — | $-193.1M | ||
| Q2 25 | $-30.7M | — | ||
| Q1 25 | — | $-220.0M | ||
| Q4 24 | $-27.8M | — | ||
| Q3 24 | $26.0M | $-95.0M | ||
| Q2 24 | $-32.6M | $-81.6M | ||
| Q1 24 | $87.5M | $-102.2M |
自由现金流率LEVNET
| Q4 25 | -7.1% | — | ||
| Q3 25 | — | -53.2% | ||
| Q2 25 | -11.8% | — | ||
| Q1 25 | — | -71.1% | ||
| Q4 24 | -8.7% | — | ||
| Q3 24 | 8.2% | -31.4% | ||
| Q2 24 | -11.4% | -29.8% | ||
| Q1 24 | 17.0% | -38.9% |
资本支出强度LEVNET
| Q4 25 | 2.1% | — | ||
| Q3 25 | — | 84.6% | ||
| Q2 25 | 3.2% | — | ||
| Q1 25 | — | 79.8% | ||
| Q4 24 | 3.3% | — | ||
| Q3 24 | 1.5% | 67.3% | ||
| Q2 24 | 2.4% | 50.1% | ||
| Q1 24 | 1.2% | 53.0% |
现金转化率LEVNET
| 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% |
VNET
暂无分部数据
