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LANDS' END, INC.(LE)与VIRTUS INVESTMENT PARTNERS, INC.(VRTS)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VIRTUS INVESTMENT PARTNERS, INC.的1.6倍($317.5M vs $199.5M),VIRTUS INVESTMENT PARTNERS, INC.净利率更高(3.6% vs 1.6%,领先1.9%),LANDS' END, INC.同比增速更快(0.1% vs -4.1%),过去两年LANDS' END, INC.的营收复合增速更高(-0.9% vs -5.7%)
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。
Virtus Investment Partners是一家美国多管理人资产管理企业,旗下汇集多家具备独立投资流程与自有品牌的关联投资管理人,同时也提供非关联子投资顾问服务,为客户提供多元化的资产管理解决方案。
LE vs VRTS — 直观对比
营收规模更大
LE
是对方的1.6倍
$199.5M
营收增速更快
LE
高出4.2%
-4.1%
净利率更高
VRTS
高出1.9%
1.6%
两年增速更快
LE
近两年复合增速
-5.7%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $317.5M | $199.5M |
| 净利润 | $5.2M | $7.1M |
| 毛利率 | 51.8% | — |
| 营业利润率 | 5.3% | 7.7% |
| 净利率 | 1.6% | 3.6% |
| 营收同比 | 0.1% | -4.1% |
| 净利润同比 | 198.3% | -78.1% |
| 每股收益(稀释后) | $0.17 | $1.05 |
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
LE
VRTS
| Q1 26 | — | $199.5M | ||
| Q4 25 | $317.5M | $208.0M | ||
| Q3 25 | — | $216.4M | ||
| Q2 25 | $261.2M | $210.5M | ||
| Q1 25 | — | $217.9M | ||
| Q4 24 | $318.6M | $233.5M | ||
| Q3 24 | $317.2M | $227.0M | ||
| Q2 24 | $285.5M | $224.4M |
净利润
LE
VRTS
| Q1 26 | — | $7.1M | ||
| Q4 25 | $5.2M | $33.9M | ||
| Q3 25 | — | $31.3M | ||
| Q2 25 | $-8.3M | $42.7M | ||
| Q1 25 | — | $28.1M | ||
| Q4 24 | $-593.0K | $39.5M | ||
| Q3 24 | $-5.3M | $49.1M | ||
| Q2 24 | $-6.4M | $26.0M |
毛利率
LE
VRTS
| Q1 26 | — | — | ||
| Q4 25 | 51.8% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 50.8% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 50.6% | — | ||
| Q3 24 | 47.9% | — | ||
| Q2 24 | 48.7% | — |
营业利润率
LE
VRTS
| Q1 26 | — | 7.7% | ||
| Q4 25 | 5.3% | 19.1% | ||
| Q3 25 | — | 21.7% | ||
| Q2 25 | -0.9% | 21.5% | ||
| Q1 25 | — | 16.8% | ||
| Q4 24 | 2.9% | 21.7% | ||
| Q3 24 | 0.8% | 24.3% | ||
| Q2 24 | 0.8% | 19.7% |
净利率
LE
VRTS
| Q1 26 | — | 3.6% | ||
| Q4 25 | 1.6% | 16.3% | ||
| Q3 25 | — | 14.5% | ||
| Q2 25 | -3.2% | 20.3% | ||
| Q1 25 | — | 12.9% | ||
| Q4 24 | -0.2% | 16.9% | ||
| Q3 24 | -1.7% | 21.6% | ||
| Q2 24 | -2.3% | 11.6% |
每股收益(稀释后)
LE
VRTS
| Q1 26 | — | $1.05 | ||
| Q4 25 | $0.17 | $5.15 | ||
| Q3 25 | — | $4.65 | ||
| Q2 25 | $-0.27 | $6.12 | ||
| Q1 25 | — | $4.05 | ||
| Q4 24 | $-0.02 | $4.65 | ||
| Q3 24 | $-0.17 | $5.71 | ||
| Q2 24 | $-0.20 | $2.43 |
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 | $136.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $231.0M | $93.6B |
| 总资产 | $852.7M | — |
| 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
LE
VRTS
| Q1 26 | — | $136.6M | ||
| Q4 25 | $36.3M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $18.1M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $30.4M | — | ||
| Q3 24 | $25.6M | — | ||
| Q2 24 | $27.4M | — |
总债务
LE
VRTS
| Q1 26 | — | — | ||
| Q4 25 | — | $390.0M | ||
| Q3 25 | — | $390.6M | ||
| Q2 25 | — | $231.3M | ||
| Q1 25 | — | $231.7M | ||
| Q4 24 | — | $232.1M | ||
| Q3 24 | — | $237.5M | ||
| Q2 24 | — | $247.6M |
股东权益
LE
VRTS
| Q1 26 | — | $93.6B | ||
| Q4 25 | $231.0M | $934.0M | ||
| Q3 25 | — | $918.7M | ||
| Q2 25 | $230.1M | $896.4M | ||
| Q1 25 | — | $893.7M | ||
| Q4 24 | $223.6M | $897.5M | ||
| Q3 24 | $226.5M | $889.0M | ||
| Q2 24 | $234.6M | $868.7M |
总资产
LE
VRTS
| Q1 26 | — | — | ||
| Q4 25 | $852.7M | $4.3B | ||
| Q3 25 | — | $3.9B | ||
| Q2 25 | $760.5M | $3.7B | ||
| Q1 25 | — | $3.7B | ||
| Q4 24 | $843.6M | $4.0B | ||
| Q3 24 | $802.5M | $3.6B | ||
| Q2 24 | $800.1M | $3.6B |
负债/权益比
LE
VRTS
| Q1 26 | — | — | ||
| Q4 25 | — | 0.42× | ||
| Q3 25 | — | 0.43× | ||
| Q2 25 | — | 0.26× | ||
| Q1 25 | — | 0.26× | ||
| Q4 24 | — | 0.26× | ||
| Q3 24 | — | 0.27× | ||
| Q2 24 | — | 0.29× |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $-22.4M | — |
| 自由现金流率自由现金流/营收 | -7.1% | — |
| 资本支出强度资本支出/营收 | 2.1% | — |
| 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 | — |
8季度趋势,按日历期对齐
经营现金流
LE
VRTS
| Q1 26 | — | — | ||
| Q4 25 | $-15.7M | $-67.2M | ||
| Q3 25 | — | $108.3M | ||
| Q2 25 | $-22.5M | $75.8M | ||
| Q1 25 | — | $-3.8M | ||
| Q4 24 | $-17.1M | $1.8M | ||
| Q3 24 | $30.7M | $69.1M | ||
| Q2 24 | $-25.8M | $70.0M |
自由现金流
LE
VRTS
| Q1 26 | — | — | ||
| Q4 25 | $-22.4M | $-74.1M | ||
| Q3 25 | — | $106.9M | ||
| Q2 25 | $-30.7M | $74.2M | ||
| Q1 25 | — | $-6.8M | ||
| Q4 24 | $-27.8M | $-3.8M | ||
| Q3 24 | $26.0M | $68.7M | ||
| Q2 24 | $-32.6M | $68.6M |
自由现金流率
LE
VRTS
| Q1 26 | — | — | ||
| Q4 25 | -7.1% | -35.6% | ||
| Q3 25 | — | 49.4% | ||
| Q2 25 | -11.8% | 35.2% | ||
| Q1 25 | — | -3.1% | ||
| Q4 24 | -8.7% | -1.6% | ||
| Q3 24 | 8.2% | 30.3% | ||
| Q2 24 | -11.4% | 30.6% |
资本支出强度
LE
VRTS
| Q1 26 | — | — | ||
| Q4 25 | 2.1% | 3.3% | ||
| Q3 25 | — | 0.7% | ||
| Q2 25 | 3.2% | 0.7% | ||
| Q1 25 | — | 1.4% | ||
| Q4 24 | 3.3% | 2.4% | ||
| Q3 24 | 1.5% | 0.2% | ||
| Q2 24 | 2.4% | 0.6% |
现金转化率
LE
VRTS
| Q1 26 | — | — | ||
| Q4 25 | -3.03× | -1.99× | ||
| Q3 25 | — | 3.45× | ||
| Q2 25 | — | 1.77× | ||
| Q1 25 | — | -0.13× | ||
| Q4 24 | — | 0.04× | ||
| Q3 24 | — | 1.41× | ||
| Q2 24 | — | 2.69× |
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% |
VRTS
| Investment management fees | $169.1M | 85% |
| Administration and shareholder service fees | $17.3M | 9% |
| Distribution and service fees | $11.6M | 6% |