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LANDS' END, INC.（LE）与Walker & Dunlop, Inc.（WD）财务数据对比。点击上方公司名可切换其他公司
Walker & Dunlop, Inc.的季度营收约是LANDS' END, INC.的1.1倍（$340.0M vs $317.5M），LANDS' END, INC.净利率更高（1.6% vs -12.9%，领先14.5%），LANDS' END, INC.同比增速更快（0.1% vs -0.4%），LANDS' END, INC.自由现金流更多（$-22.4M vs $-680.1M），过去两年Walker & Dunlop, Inc.的营收复合增速更高（22.1% 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。
Walker & Dunlop, Inc.是美国乃至全球规模领先的商业地产金融与咨询服务机构，为客户提供覆盖商业地产领域的多元金融解决方案及专业咨询服务，业务辐射全球多个市场，在行业内拥有深厚的资源积累与广泛的市场认可度。
LE vs WD — 直观对比
营收规模更大
WD
是对方的1.1倍
$317.5M
营收增速更快
LE
高出0.5%
-0.4%
净利率更高
LE
高出14.5%
-12.9%
自由现金流更多
LE
多$657.6M
$-680.1M
两年增速更快
WD
近两年复合增速
-0.9%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $317.5M | $340.0M |
| 净利润 | $5.2M | $-13.9M |
| 毛利率 | 51.8% | — |
| 营业利润率 | 5.3% | -17.2% |
| 净利率 | 1.6% | -12.9% |
| 营收同比 | 0.1% | -0.4% |
| 净利润同比 | 198.3% | -131.0% |
| 每股收益（稀释后） | $0.17 | $-0.41 |
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LEWD
| Q4 25 | $317.5M | $340.0M | ||
| Q3 25 | — | $337.7M | ||
| Q2 25 | $261.2M | $319.2M | ||
| Q1 25 | — | $237.4M | ||
| Q4 24 | $318.6M | $341.5M | ||
| Q3 24 | $317.2M | $292.3M | ||
| Q2 24 | $285.5M | $270.7M | ||
| Q1 24 | $514.9M | $228.1M |
净利润LEWD
| Q4 25 | $5.2M | $-13.9M | ||
| Q3 25 | — | $33.5M | ||
| Q2 25 | $-8.3M | $34.0M | ||
| Q1 25 | — | $2.8M | ||
| Q4 24 | $-593.0K | $44.8M | ||
| Q3 24 | $-5.3M | $28.8M | ||
| Q2 24 | $-6.4M | $22.7M | ||
| Q1 24 | $-8.6M | $11.9M |
毛利率LEWD
| 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LEWD
| Q4 25 | 5.3% | -17.2% | ||
| Q3 25 | — | 13.6% | ||
| Q2 25 | -0.9% | 14.5% | ||
| Q1 25 | — | 2.2% | ||
| Q4 24 | 2.9% | 15.3% | ||
| Q3 24 | 0.8% | 12.8% | ||
| Q2 24 | 0.8% | 10.4% | ||
| Q1 24 | 1.6% | 6.0% |
净利率LEWD
| Q4 25 | 1.6% | -12.9% | ||
| Q3 25 | — | 9.9% | ||
| Q2 25 | -3.2% | 10.6% | ||
| Q1 25 | — | 1.2% | ||
| Q4 24 | -0.2% | 13.1% | ||
| Q3 24 | -1.7% | 9.9% | ||
| Q2 24 | -2.3% | 8.4% | ||
| Q1 24 | -1.7% | 5.2% |
每股收益（稀释后）LEWD
| Q4 25 | $0.17 | $-0.41 | ||
| Q3 25 | — | $0.98 | ||
| Q2 25 | $-0.27 | $0.99 | ||
| Q1 25 | — | $0.08 | ||
| Q4 24 | $-0.02 | $1.32 | ||
| Q3 24 | $-0.17 | $0.85 | ||
| Q2 24 | $-0.20 | $0.67 | ||
| Q1 24 | $-0.27 | $0.35 |
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 | $299.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $231.0M | $1.7B |
| 总资产 | $852.7M | $5.1B |
| 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LEWD
| Q4 25 | $36.3M | $299.3M | ||
| Q3 25 | — | $274.8M | ||
| Q2 25 | $18.1M | $233.7M | ||
| Q1 25 | — | $181.0M | ||
| Q4 24 | $30.4M | $279.3M | ||
| Q3 24 | $25.6M | $179.8M | ||
| Q2 24 | $27.4M | $208.1M | ||
| Q1 24 | $25.3M | $216.5M |
股东权益LEWD
| Q4 25 | $231.0M | $1.7B | ||
| Q3 25 | — | $1.8B | ||
| Q2 25 | $230.1M | $1.8B | ||
| Q1 25 | — | $1.7B | ||
| Q4 24 | $223.6M | $1.7B | ||
| Q3 24 | $226.5M | $1.7B | ||
| Q2 24 | $234.6M | $1.7B | ||
| Q1 24 | $241.6M | $1.7B |
总资产LEWD
| Q4 25 | $852.7M | $5.1B | ||
| Q3 25 | — | $5.8B | ||
| Q2 25 | $760.5M | $4.7B | ||
| Q1 25 | — | $4.5B | ||
| Q4 24 | $843.6M | $4.4B | ||
| Q3 24 | $802.5M | $4.6B | ||
| Q2 24 | $800.1M | $4.2B | ||
| Q1 24 | $811.5M | $3.8B |
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 | $-664.3M |
| 自由现金流经营现金流 - 资本支出 | $-22.4M | $-680.1M |
| 自由现金流率自由现金流/营收 | -7.1% | -200.0% |
| 资本支出强度资本支出/营收 | 2.1% | 4.6% |
| 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 | $-2.2B |
8季度趋势，按日历期对齐
经营现金流LEWD
| Q4 25 | $-15.7M | $-664.3M | ||
| Q3 25 | — | $-948.1M | ||
| Q2 25 | $-22.5M | $-238.5M | ||
| Q1 25 | — | $-281.1M | ||
| Q4 24 | $-17.1M | $129.4M | ||
| Q3 24 | $30.7M | $-202.0M | ||
| Q2 24 | $-25.8M | $-237.8M | ||
| Q1 24 | $93.9M | $38.4M |
自由现金流LEWD
| Q4 25 | $-22.4M | $-680.1M | ||
| Q3 25 | — | $-950.4M | ||
| Q2 25 | $-30.7M | $-241.0M | ||
| Q1 25 | — | $-284.7M | ||
| Q4 24 | $-27.8M | $116.4M | ||
| Q3 24 | $26.0M | $-204.0M | ||
| Q2 24 | $-32.6M | $-241.7M | ||
| Q1 24 | $87.5M | $35.2M |
自由现金流率LEWD
| Q4 25 | -7.1% | -200.0% | ||
| Q3 25 | — | -281.5% | ||
| Q2 25 | -11.8% | -75.5% | ||
| Q1 25 | — | -120.0% | ||
| Q4 24 | -8.7% | 34.1% | ||
| Q3 24 | 8.2% | -69.8% | ||
| Q2 24 | -11.4% | -89.3% | ||
| Q1 24 | 17.0% | 15.4% |
资本支出强度LEWD
| Q4 25 | 2.1% | 4.6% | ||
| Q3 25 | — | 0.7% | ||
| Q2 25 | 3.2% | 0.8% | ||
| Q1 25 | — | 1.5% | ||
| Q4 24 | 3.3% | 3.8% | ||
| Q3 24 | 1.5% | 0.7% | ||
| Q2 24 | 2.4% | 1.4% | ||
| Q1 24 | 1.2% | 1.4% |
现金转化率LEWD
| Q4 25 | -3.03× | — | ||
| Q3 25 | — | -28.34× | ||
| Q2 25 | — | -7.02× | ||
| Q1 25 | — | -102.07× | ||
| Q4 24 | — | 2.89× | ||
| Q3 24 | — | -7.01× | ||
| Q2 24 | — | -10.49× | ||
| Q1 24 | — | 3.24× |
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% |
WD
暂无分部数据
