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Leslie's, Inc.（LESL）与Rent the Runway, Inc.（RENT）财务数据对比。点击上方公司名可切换其他公司
Leslie's, Inc.的季度营收约是Rent the Runway, Inc.的13.9倍（$147.1M vs $10.6M）。Rent the Runway, Inc.净利率更高（721.7% vs -56.4%，领先778.1%）。Rent the Runway, Inc.同比增速更快（10.4% vs -16.0%）。过去两年Rent the Runway, Inc.的营收复合增速更高（1.0% vs -11.7%）
莱斯利公司（Leslie's, Inc.）主营游泳池相关用品零售，旗下运营莱斯利游泳池用品品牌，是全球规模最大的游泳池用品零售商。公司总部坐落于美国亚利桑那州凤凰城，在亚利桑那、加利福尼亚、佛罗里达、佐治亚及得克萨斯等州拥有极强的零售布局优势。
Rent the Runway Inc.是总部位于纽约的美国电商平台，由珍妮弗·海曼与珍妮弗·弗莱斯于2009年11月创立，主打设计师品牌服饰与配饰的租赁、订阅以及购买服务，是设计师服饰共享租赁模式的开创平台之一。
LESL vs RENT — 直观对比
营收规模更大
LESL
是对方的13.9倍
$10.6M
营收增速更快
RENT
高出26.5%
-16.0%
净利率更高
RENT
高出778.1%
-56.4%
两年增速更快
RENT
近两年复合增速
-11.7%
损益表 — Q1 2026 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $147.1M | $10.6M |
| 净利润 | $-83.0M | $76.5M |
| 毛利率 | 18.4% | -126.4% |
| 营业利润率 | -46.7% | -152.8% |
| 净利率 | -56.4% | 721.7% |
| 营收同比 | -16.0% | 10.4% |
| 净利润同比 | -86.2% | 504.8% |
| 每股收益（稀释后） | $-8.92 | $13.65 |
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LESLRENT
| Q1 26 | $147.1M | — | ||
| Q4 25 | $389.2M | $10.6M | ||
| Q3 25 | — | $11.7M | ||
| Q2 25 | $500.3M | $7.6M | ||
| Q1 25 | $177.1M | $11.8M | ||
| Q4 24 | $175.2M | $9.6M | ||
| Q3 24 | $397.9M | $10.4M | ||
| Q2 24 | $569.6M | $8.9M |
净利润LESLRENT
| Q1 26 | $-83.0M | — | ||
| Q4 25 | $-162.8M | $76.5M | ||
| Q3 25 | — | $-26.4M | ||
| Q2 25 | $21.7M | $-26.1M | ||
| Q1 25 | $-51.3M | $-13.4M | ||
| Q4 24 | $-44.6M | $-18.9M | ||
| Q3 24 | $-9.9M | $-15.6M | ||
| Q2 24 | $60.6M | $-22.0M |
毛利率LESLRENT
| Q1 26 | 18.4% | — | ||
| Q4 25 | 38.6% | -126.4% | ||
| Q3 25 | — | -92.3% | ||
| Q2 25 | 39.6% | -168.4% | ||
| Q1 25 | 24.8% | -71.2% | ||
| Q4 24 | 27.2% | -122.9% | ||
| Q3 24 | 36.0% | -98.1% | ||
| Q2 24 | 40.2% | -131.5% |
营业利润率LESLRENT
| Q1 26 | -46.7% | — | ||
| Q4 25 | -38.6% | -152.8% | ||
| Q3 25 | — | -171.8% | ||
| Q2 25 | 13.7% | -259.2% | ||
| Q1 25 | -27.3% | -65.3% | ||
| Q4 24 | -22.7% | -142.7% | ||
| Q3 24 | 6.6% | -92.3% | ||
| Q2 24 | 17.2% | -185.4% |
净利率LESLRENT
| Q1 26 | -56.4% | — | ||
| Q4 25 | -41.8% | 721.7% | ||
| Q3 25 | — | -225.6% | ||
| Q2 25 | 4.3% | -343.4% | ||
| Q1 25 | -29.0% | -113.6% | ||
| Q4 24 | -25.4% | -196.9% | ||
| Q3 24 | -2.5% | -150.0% | ||
| Q2 24 | 10.6% | -247.2% |
每股收益（稀释后）LESLRENT
| Q1 26 | $-8.92 | — | ||
| Q4 25 | $-20.59 | $13.65 | ||
| Q3 25 | — | $-6.55 | ||
| Q2 25 | $0.12 | $-6.58 | ||
| Q1 25 | $-0.28 | $-2.72 | ||
| Q4 24 | $-4.82 | $-4.70 | ||
| Q3 24 | $-2.46 | $-4.17 | ||
| Q2 24 | $0.33 | $-6.03 |
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 | $3.6M | $50.7M |
| 总债务越低越好 | $781.6M | — |
| 股东权益账面价值 | $-489.9M | $-35.1M |
| 总资产 | $649.4M | $231.0M |
| 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LESLRENT
| Q1 26 | $3.6M | — | ||
| Q4 25 | $64.3M | $50.7M | ||
| Q3 25 | — | $43.6M | ||
| Q2 25 | $42.7M | $70.4M | ||
| Q1 25 | $17.3M | $77.4M | ||
| Q4 24 | $11.6M | $74.1M | ||
| Q3 24 | $108.5M | $76.6M | ||
| Q2 24 | $74.4M | $82.0M |
总债务LESLRENT
| Q1 26 | $781.6M | — | ||
| Q4 25 | $756.6M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $776.6M | $340.6M | ||
| Q1 25 | $858.1M | $333.7M | ||
| Q4 24 | $796.6M | — | ||
| Q3 24 | $783.7M | — | ||
| Q2 24 | $783.7M | — |
股东权益LESLRENT
| Q1 26 | $-489.9M | — | ||
| Q4 25 | $-408.0M | $-35.1M | ||
| Q3 25 | — | $-232.1M | ||
| Q2 25 | $-246.2M | $-207.1M | ||
| Q1 25 | $-269.5M | $-182.5M | ||
| Q4 24 | $-220.0M | $-171.2M | ||
| Q3 24 | $-177.1M | $-154.5M | ||
| Q2 24 | $-168.2M | $-141.3M |
总资产LESLRENT
| Q1 26 | $649.4M | — | ||
| Q4 25 | $741.5M | $231.0M | ||
| Q3 25 | — | $219.0M | ||
| Q2 25 | $989.5M | $245.3M | ||
| Q1 25 | $1.0B | $240.0M | ||
| Q4 24 | $967.0M | $251.6M | ||
| Q3 24 | $1.1B | $257.4M | ||
| Q2 24 | $1.1B | $278.4M |
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 | $-81.1M | $-1.4M |
| 自由现金流经营现金流 - 资本支出 | $-85.5M | — |
| 自由现金流率自由现金流/营收 | -58.1% | — |
| 资本支出强度资本支出/营收 | 2.9% | — |
| 现金转化率经营现金流/净利润 | — | -0.02× |
| 过去12个月自由现金流最近4个季度 | $7.6M | — |
8季度趋势，按日历期对齐
经营现金流LESLRENT
| Q1 26 | $-81.1M | — | ||
| Q4 25 | $48.2M | $-1.4M | ||
| Q3 25 | — | $-10.5M | ||
| Q2 25 | $114.9M | $8.3M | ||
| Q1 25 | $-49.2M | $1.4M | ||
| Q4 24 | $-105.1M | $4.7M | ||
| Q3 24 | $47.1M | $2.2M | ||
| Q2 24 | $175.5M | $4.6M |
自由现金流LESLRENT
| Q1 26 | $-85.5M | — | ||
| Q4 25 | $41.8M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $107.1M | — | ||
| Q1 25 | $-55.8M | — | ||
| Q4 24 | $-109.8M | — | ||
| Q3 24 | $34.1M | — | ||
| Q2 24 | $165.2M | — |
自由现金流率LESLRENT
| Q1 26 | -58.1% | — | ||
| Q4 25 | 10.7% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 21.4% | — | ||
| Q1 25 | -31.5% | — | ||
| Q4 24 | -62.6% | — | ||
| Q3 24 | 8.6% | — | ||
| Q2 24 | 29.0% | — |
资本支出强度LESLRENT
| Q1 26 | 2.9% | — | ||
| Q4 25 | 1.7% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 1.6% | — | ||
| Q1 25 | 3.7% | — | ||
| Q4 24 | 2.7% | — | ||
| Q3 24 | 3.2% | — | ||
| Q2 24 | 1.8% | — |
现金转化率LESLRENT
| Q1 26 | — | — | ||
| Q4 25 | — | -0.02× | ||
| Q3 25 | — | — | ||
| Q2 25 | 5.29× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 2.89× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
