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LANDS' END, INC.（LE）与Clear Secure, Inc.（YOU）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Clear Secure, Inc.的1.3倍（$317.5M vs $240.8M），Clear Secure, Inc.净利率更高（12.8% vs 1.6%，领先11.2%），Clear Secure, Inc.同比增速更快（16.7% vs 0.1%），Clear Secure, Inc.自由现金流更多（$187.4M vs $-22.4M），过去两年Clear Secure, Inc.的营收复合增速更高（16.0% 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。
Clear Secure, Inc.是美国一家科技企业，主营生物识别旅行证件核验系统，其服务已覆盖部分大型机场与体育场馆。公司成立于2003年，2009年申请破产后停运，2012年重启运营，最终于2021年成功上市。
LE vs YOU — 直观对比
营收规模更大
LE
是对方的1.3倍
$240.8M
营收增速更快
YOU
高出16.6%
0.1%
净利率更高
YOU
高出11.2%
1.6%
自由现金流更多
YOU
多$209.8M
$-22.4M
两年增速更快
YOU
近两年复合增速
-0.9%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $317.5M | $240.8M |
| 净利润 | $5.2M | $30.8M |
| 毛利率 | 51.8% | — |
| 营业利润率 | 5.3% | 22.4% |
| 净利率 | 1.6% | 12.8% |
| 营收同比 | 0.1% | 16.7% |
| 净利润同比 | 198.3% | -70.2% |
| 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LEYOU
| Q4 25 | $317.5M | $240.8M | ||
| Q3 25 | — | $229.2M | ||
| Q2 25 | $261.2M | $219.5M | ||
| Q1 25 | — | $211.4M | ||
| Q4 24 | $318.6M | $206.3M | ||
| Q3 24 | $317.2M | $198.4M | ||
| Q2 24 | $285.5M | $186.7M | ||
| Q1 24 | $514.9M | $179.0M |
净利润LEYOU
| Q4 25 | $5.2M | $30.8M | ||
| Q3 25 | — | $28.3M | ||
| Q2 25 | $-8.3M | $24.7M | ||
| Q1 25 | — | $25.4M | ||
| Q4 24 | $-593.0K | $103.3M | ||
| Q3 24 | $-5.3M | $23.5M | ||
| Q2 24 | $-6.4M | $24.1M | ||
| Q1 24 | $-8.6M | $18.8M |
毛利率LEYOU
| 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LEYOU
| Q4 25 | 5.3% | 22.4% | ||
| Q3 25 | — | 23.0% | ||
| Q2 25 | -0.9% | 19.4% | ||
| Q1 25 | — | 17.7% | ||
| Q4 24 | 2.9% | 16.5% | ||
| Q3 24 | 0.8% | 17.7% | ||
| Q2 24 | 0.8% | 16.2% | ||
| Q1 24 | 1.6% | 13.2% |
净利率LEYOU
| Q4 25 | 1.6% | 12.8% | ||
| Q3 25 | — | 12.3% | ||
| Q2 25 | -3.2% | 11.3% | ||
| Q1 25 | — | 12.0% | ||
| Q4 24 | -0.2% | 50.1% | ||
| Q3 24 | -1.7% | 11.8% | ||
| Q2 24 | -2.3% | 12.9% | ||
| Q1 24 | -1.7% | 10.5% |
每股收益（稀释后）LEYOU
| 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 | $85.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $231.0M | $177.7M |
| 总资产 | $852.7M | $1.3B |
| 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LEYOU
| Q4 25 | $36.3M | $85.7M | ||
| Q3 25 | — | $75.8M | ||
| Q2 25 | $18.1M | $89.3M | ||
| Q1 25 | — | $87.6M | ||
| Q4 24 | $30.4M | $66.9M | ||
| Q3 24 | $25.6M | $32.9M | ||
| Q2 24 | $27.4M | $39.1M | ||
| Q1 24 | $25.3M | $64.1M |
股东权益LEYOU
| Q4 25 | $231.0M | $177.7M | ||
| Q3 25 | — | $148.6M | ||
| Q2 25 | $230.1M | $121.3M | ||
| Q1 25 | — | $116.7M | ||
| Q4 24 | $223.6M | $198.4M | ||
| Q3 24 | $226.5M | $129.0M | ||
| Q2 24 | $234.6M | $153.5M | ||
| Q1 24 | $241.6M | $165.9M |
总资产LEYOU
| Q4 25 | $852.7M | $1.3B | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | $760.5M | $1.2B | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | $843.6M | $1.2B | ||
| Q3 24 | $802.5M | $858.6M | ||
| Q2 24 | $800.1M | $982.4M | ||
| Q1 24 | $811.5M | $1.0B |
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 | $198.4M |
| 自由现金流经营现金流 - 资本支出 | $-22.4M | $187.4M |
| 自由现金流率自由现金流/营收 | -7.1% | 77.8% |
| 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× | 6.45× |
| 过去12个月自由现金流最近4个季度 | $-55.0M | $343.1M |
8季度趋势，按日历期对齐
经营现金流LEYOU
| Q4 25 | $-15.7M | $198.4M | ||
| Q3 25 | — | $-47.3M | ||
| Q2 25 | $-22.5M | $123.0M | ||
| Q1 25 | — | $98.3M | ||
| Q4 24 | $-17.1M | $136.6M | ||
| Q3 24 | $30.7M | $-35.9M | ||
| Q2 24 | $-25.8M | $114.6M | ||
| Q1 24 | $93.9M | $80.3M |
自由现金流LEYOU
| Q4 25 | $-22.4M | $187.4M | ||
| Q3 25 | — | $-53.5M | ||
| Q2 25 | $-30.7M | $117.9M | ||
| Q1 25 | — | $91.3M | ||
| Q4 24 | $-27.8M | $133.9M | ||
| Q3 24 | $26.0M | $-37.9M | ||
| Q2 24 | $-32.6M | $110.1M | ||
| Q1 24 | $87.5M | $77.6M |
自由现金流率LEYOU
| Q4 25 | -7.1% | 77.8% | ||
| Q3 25 | — | -23.3% | ||
| Q2 25 | -11.8% | 53.7% | ||
| Q1 25 | — | 43.2% | ||
| Q4 24 | -8.7% | 64.9% | ||
| Q3 24 | 8.2% | -19.1% | ||
| Q2 24 | -11.4% | 59.0% | ||
| Q1 24 | 17.0% | 43.3% |
资本支出强度LEYOU
| Q4 25 | 2.1% | 4.6% | ||
| Q3 25 | — | 2.7% | ||
| Q2 25 | 3.2% | 2.3% | ||
| Q1 25 | — | 3.4% | ||
| Q4 24 | 3.3% | 1.3% | ||
| Q3 24 | 1.5% | 1.0% | ||
| Q2 24 | 2.4% | 2.4% | ||
| Q1 24 | 1.2% | 1.6% |
现金转化率LEYOU
| Q4 25 | -3.03× | 6.45× | ||
| Q3 25 | — | -1.67× | ||
| Q2 25 | — | 4.97× | ||
| Q1 25 | — | 3.87× | ||
| Q4 24 | — | 1.32× | ||
| Q3 24 | — | -1.53× | ||
| Q2 24 | — | 4.75× | ||
| Q1 24 | — | 4.27× |
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% |
YOU
暂无分部数据
