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LANDS' END, INC.（LE）与WAFD INC（WAFD）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WAFD INC的1.7倍（$317.5M vs $191.4M），WAFD INC净利率更高（33.5% vs 1.6%，领先31.9%），WAFD INC同比增速更快（11.8% vs 0.1%），WAFD INC自由现金流更多（$50.0M vs $-22.4M），过去两年WAFD INC的营收复合增速更高（5.5% 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。
WAFD银行总部位于美国华盛顿州西雅图市，是美国头部银行之一，业务覆盖华盛顿州、俄勒冈州、爱达荷州、内华达州、犹他州、亚利桑那州、新墨西哥州、加利福尼亚州及得克萨斯州，共设有210家实体营业网点，为多州客户提供专业金融服务。
LE vs WAFD — 直观对比
营收规模更大
LE
是对方的1.7倍
$191.4M
营收增速更快
WAFD
高出11.7%
0.1%
净利率更高
WAFD
高出31.9%
1.6%
自由现金流更多
WAFD
多$72.5M
$-22.4M
两年增速更快
WAFD
近两年复合增速
-0.9%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $317.5M | $191.4M |
| 净利润 | $5.2M | $64.2M |
| 毛利率 | 51.8% | — |
| 营业利润率 | 5.3% | 43.0% |
| 净利率 | 1.6% | 33.5% |
| 营收同比 | 0.1% | 11.8% |
| 净利润同比 | 198.3% | 35.8% |
| 每股收益（稀释后） | $0.17 | $0.79 |
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LEWAFD
| Q4 25 | $317.5M | $191.4M | ||
| Q3 25 | — | $188.3M | ||
| Q2 25 | $261.2M | $186.3M | ||
| Q1 25 | — | $179.8M | ||
| Q4 24 | $318.6M | $171.1M | ||
| Q3 24 | $317.2M | $188.7M | ||
| Q2 24 | $285.5M | $194.4M | ||
| Q1 24 | $514.9M | $172.0M |
净利润LEWAFD
| Q4 25 | $5.2M | $64.2M | ||
| Q3 25 | — | $60.6M | ||
| Q2 25 | $-8.3M | $62.0M | ||
| Q1 25 | — | $56.3M | ||
| Q4 24 | $-593.0K | $47.3M | ||
| Q3 24 | $-5.3M | $61.1M | ||
| Q2 24 | $-6.4M | $64.6M | ||
| Q1 24 | $-8.6M | $15.9M |
毛利率LEWAFD
| Q4 25 | 51.8% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 50.8% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 50.6% | — | ||
| Q3 24 | 47.9% | — | ||
| Q2 24 | 48.7% | — | ||
| Q1 24 | 38.0% | — |
营业利润率LEWAFD
| Q4 25 | 5.3% | 43.0% | ||
| Q3 25 | — | 41.2% | ||
| Q2 25 | -0.9% | 42.8% | ||
| Q1 25 | — | 40.1% | ||
| Q4 24 | 2.9% | 35.2% | ||
| Q3 24 | 0.8% | 42.8% | ||
| Q2 24 | 0.8% | 42.6% | ||
| Q1 24 | 1.6% | 12.2% |
净利率LEWAFD
| Q4 25 | 1.6% | 33.5% | ||
| Q3 25 | — | 32.2% | ||
| Q2 25 | -3.2% | 33.3% | ||
| Q1 25 | — | 31.3% | ||
| Q4 24 | -0.2% | 27.6% | ||
| Q3 24 | -1.7% | 32.4% | ||
| Q2 24 | -2.3% | 33.2% | ||
| Q1 24 | -1.7% | 9.2% |
每股收益（稀释后）LEWAFD
| Q4 25 | $0.17 | $0.79 | ||
| Q3 25 | — | $0.71 | ||
| Q2 25 | $-0.27 | $0.73 | ||
| Q1 25 | — | $0.65 | ||
| Q4 24 | $-0.02 | $0.54 | ||
| Q3 24 | $-0.17 | $0.73 | ||
| Q2 24 | $-0.20 | $0.75 | ||
| Q1 24 | $-0.27 | $0.17 |
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 | $734.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $231.0M | $3.0B |
| 总资产 | $852.7M | $27.3B |
| 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LEWAFD
| Q4 25 | $36.3M | $734.9M | ||
| Q3 25 | — | $657.3M | ||
| Q2 25 | $18.1M | $809.3M | ||
| Q1 25 | — | $1.2B | ||
| Q4 24 | $30.4M | $1.5B | ||
| Q3 24 | $25.6M | $2.4B | ||
| Q2 24 | $27.4M | $2.5B | ||
| Q1 24 | $25.3M | $1.5B |
股东权益LEWAFD
| Q4 25 | $231.0M | $3.0B | ||
| Q3 25 | — | $3.0B | ||
| Q2 25 | $230.1M | $3.0B | ||
| Q1 25 | — | $3.0B | ||
| Q4 24 | $223.6M | $3.0B | ||
| Q3 24 | $226.5M | $3.0B | ||
| Q2 24 | $234.6M | $3.0B | ||
| Q1 24 | $241.6M | $2.9B |
总资产LEWAFD
| Q4 25 | $852.7M | $27.3B | ||
| Q3 25 | — | $26.7B | ||
| Q2 25 | $760.5M | $26.7B | ||
| Q1 25 | — | $27.6B | ||
| Q4 24 | $843.6M | $27.7B | ||
| Q3 24 | $802.5M | $28.1B | ||
| Q2 24 | $800.1M | $28.6B | ||
| Q1 24 | $811.5M | $30.1B |
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 | $60.5M |
| 自由现金流经营现金流 - 资本支出 | $-22.4M | $50.0M |
| 自由现金流率自由现金流/营收 | -7.1% | 26.1% |
| 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× | 0.94× |
| 过去12个月自由现金流最近4个季度 | $-55.0M | $377.9M |
8季度趋势，按日历期对齐
经营现金流LEWAFD
| Q4 25 | $-15.7M | $60.5M | ||
| Q3 25 | — | $237.0M | ||
| Q2 25 | $-22.5M | $58.0M | ||
| Q1 25 | — | $72.1M | ||
| Q4 24 | $-17.1M | $49.4M | ||
| Q3 24 | $30.7M | $439.2M | ||
| Q2 24 | $-25.8M | $63.1M | ||
| Q1 24 | $93.9M | $169.2M |
自由现金流LEWAFD
| Q4 25 | $-22.4M | $50.0M | ||
| Q3 25 | — | $208.2M | ||
| Q2 25 | $-30.7M | $53.1M | ||
| Q1 25 | — | $66.6M | ||
| Q4 24 | $-27.8M | $43.0M | ||
| Q3 24 | $26.0M | $414.6M | ||
| Q2 24 | $-32.6M | $58.3M | ||
| Q1 24 | $87.5M | $164.8M |
自由现金流率LEWAFD
| Q4 25 | -7.1% | 26.1% | ||
| Q3 25 | — | 110.6% | ||
| Q2 25 | -11.8% | 28.5% | ||
| Q1 25 | — | 37.0% | ||
| Q4 24 | -8.7% | 25.1% | ||
| Q3 24 | 8.2% | 219.7% | ||
| Q2 24 | -11.4% | 30.0% | ||
| Q1 24 | 17.0% | 95.8% |
资本支出强度LEWAFD
| Q4 25 | 2.1% | 5.5% | ||
| Q3 25 | — | 15.2% | ||
| Q2 25 | 3.2% | 2.6% | ||
| Q1 25 | — | 3.1% | ||
| Q4 24 | 3.3% | 3.8% | ||
| Q3 24 | 1.5% | 13.1% | ||
| Q2 24 | 2.4% | 2.5% | ||
| Q1 24 | 1.2% | 2.6% |
现金转化率LEWAFD
| Q4 25 | -3.03× | 0.94× | ||
| Q3 25 | — | 3.91× | ||
| Q2 25 | — | 0.94× | ||
| Q1 25 | — | 1.28× | ||
| Q4 24 | — | 1.05× | ||
| Q3 24 | — | 7.18× | ||
| Q2 24 | — | 0.98× | ||
| Q1 24 | — | 10.65× |
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% |
WAFD
暂无分部数据
