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Leslie's, Inc.（LESL）与Rocket Lab Corp（RKLB）财务数据对比。点击上方公司名可切换其他公司
Rocket Lab Corp的季度营收约是Leslie's, Inc.的1.2倍（$179.7M vs $147.1M），Rocket Lab Corp净利率更高（-29.5% vs -56.4%，领先26.9%），Rocket Lab Corp同比增速更快（35.7% vs -16.0%），Leslie's, Inc.自由现金流更多（$-85.5M vs $-114.2M），过去两年Rocket Lab Corp的营收复合增速更高（39.2% 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。
Rocket Lab是公开上市的航空航天制造商及发射服务提供商，旗下Electron轨道火箭主打小型卫星发射，截至2026年1月已成功完成超75次任务，是全球现役发射次数最多的小型运载火箭。公司还开发了Electron的亚轨道改型HASTE用作高超音速技术测试平台，下一代可复用中型运载火箭Neutron目前也在研发中。
LESL vs RKLB — 直观对比
营收规模更大
RKLB
是对方的1.2倍
$147.1M
营收增速更快
RKLB
高出51.7%
-16.0%
净利率更高
RKLB
高出26.9%
-56.4%
自由现金流更多
LESL
多$28.7M
$-114.2M
两年增速更快
RKLB
近两年复合增速
-11.7%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $147.1M | $179.7M |
| 净利润 | $-83.0M | $-52.9M |
| 毛利率 | 18.4% | 38.0% |
| 营业利润率 | -46.7% | -28.4% |
| 净利率 | -56.4% | -29.5% |
| 营收同比 | -16.0% | 35.7% |
| 净利润同比 | -86.2% | -1.1% |
| 每股收益（稀释后） | $-8.92 | $-0.09 |
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LESLRKLB
| Q1 26 | $147.1M | — | ||
| Q4 25 | $389.2M | $179.7M | ||
| Q3 25 | — | $155.1M | ||
| Q2 25 | $500.3M | $144.5M | ||
| Q1 25 | $177.1M | $122.6M | ||
| Q4 24 | $175.2M | $132.4M | ||
| Q3 24 | $397.9M | $104.8M | ||
| Q2 24 | $569.6M | $106.3M |
净利润LESLRKLB
| Q1 26 | $-83.0M | — | ||
| Q4 25 | $-162.8M | $-52.9M | ||
| Q3 25 | — | $-18.3M | ||
| Q2 25 | $21.7M | $-66.4M | ||
| Q1 25 | $-51.3M | $-60.6M | ||
| Q4 24 | $-44.6M | $-52.3M | ||
| Q3 24 | $-9.9M | $-51.9M | ||
| Q2 24 | $60.6M | $-41.6M |
毛利率LESLRKLB
| Q1 26 | 18.4% | — | ||
| Q4 25 | 38.6% | 38.0% | ||
| Q3 25 | — | 37.0% | ||
| Q2 25 | 39.6% | 32.1% | ||
| Q1 25 | 24.8% | 28.8% | ||
| Q4 24 | 27.2% | 27.8% | ||
| Q3 24 | 36.0% | 26.7% | ||
| Q2 24 | 40.2% | 25.6% |
营业利润率LESLRKLB
| Q1 26 | -46.7% | — | ||
| Q4 25 | -38.6% | -28.4% | ||
| Q3 25 | — | -38.0% | ||
| Q2 25 | 13.7% | -41.3% | ||
| Q1 25 | -27.3% | -48.3% | ||
| Q4 24 | -22.7% | -38.9% | ||
| Q3 24 | 6.6% | -49.5% | ||
| Q2 24 | 17.2% | -40.7% |
净利率LESLRKLB
| Q1 26 | -56.4% | — | ||
| Q4 25 | -41.8% | -29.5% | ||
| Q3 25 | — | -11.8% | ||
| Q2 25 | 4.3% | -46.0% | ||
| Q1 25 | -29.0% | -49.5% | ||
| Q4 24 | -25.4% | -39.5% | ||
| Q3 24 | -2.5% | -49.6% | ||
| Q2 24 | 10.6% | -39.2% |
每股收益（稀释后）LESLRKLB
| Q1 26 | $-8.92 | — | ||
| Q4 25 | $-20.59 | $-0.09 | ||
| Q3 25 | — | $-0.03 | ||
| Q2 25 | $0.12 | $-0.13 | ||
| Q1 25 | $-0.28 | $-0.12 | ||
| Q4 24 | $-4.82 | $-0.11 | ||
| Q3 24 | $-2.46 | $-0.10 | ||
| Q2 24 | $0.33 | $-0.08 |
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 | $1.0B |
| 总债务越低越好 | $781.6M | $152.4M |
| 股东权益账面价值 | $-489.9M | $1.7B |
| 总资产 | $649.4M | $2.3B |
| 负债/权益比越低杠杆越低 | — | 0.09× |
8季度趋势，按日历期对齐
现金及短期投资LESLRKLB
| Q1 26 | $3.6M | — | ||
| Q4 25 | $64.3M | $1.0B | ||
| Q3 25 | — | $976.7M | ||
| Q2 25 | $42.7M | $688.1M | ||
| Q1 25 | $17.3M | $428.4M | ||
| Q4 24 | $11.6M | $419.0M | ||
| Q3 24 | $108.5M | $442.4M | ||
| Q2 24 | $74.4M | $496.8M |
总债务LESLRKLB
| Q1 26 | $781.6M | — | ||
| Q4 25 | $756.6M | $152.4M | ||
| Q3 25 | — | $347.0M | ||
| Q2 25 | $776.6M | $346.5M | ||
| Q1 25 | $858.1M | $345.9M | ||
| Q4 24 | $796.6M | $345.4M | ||
| Q3 24 | $783.7M | $61.2M | ||
| Q2 24 | $783.7M | $64.2M |
股东权益LESLRKLB
| Q1 26 | $-489.9M | — | ||
| Q4 25 | $-408.0M | $1.7B | ||
| Q3 25 | — | $1.3B | ||
| Q2 25 | $-246.2M | $688.5M | ||
| Q1 25 | $-269.5M | $431.3M | ||
| Q4 24 | $-220.0M | $382.5M | ||
| Q3 24 | $-177.1M | $419.8M | ||
| Q2 24 | $-168.2M | $455.2M |
总资产LESLRKLB
| Q1 26 | $649.4M | — | ||
| Q4 25 | $741.5M | $2.3B | ||
| Q3 25 | — | $2.2B | ||
| Q2 25 | $989.5M | $1.6B | ||
| Q1 25 | $1.0B | $1.3B | ||
| Q4 24 | $967.0M | $1.2B | ||
| Q3 24 | $1.1B | $1.2B | ||
| Q2 24 | $1.1B | $1.2B |
负债/权益比LESLRKLB
| Q1 26 | — | — | ||
| Q4 25 | — | 0.09× | ||
| Q3 25 | — | 0.27× | ||
| Q2 25 | — | 0.50× | ||
| Q1 25 | — | 0.80× | ||
| Q4 24 | — | 0.90× | ||
| Q3 24 | — | 0.15× | ||
| Q2 24 | — | 0.14× |
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 | $-64.5M |
| 自由现金流经营现金流 - 资本支出 | $-85.5M | $-114.2M |
| 自由现金流率自由现金流/营收 | -58.1% | -63.6% |
| 资本支出强度资本支出/营收 | 2.9% | 27.6% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $7.6M | $-321.8M |
8季度趋势，按日历期对齐
经营现金流LESLRKLB
| Q1 26 | $-81.1M | — | ||
| Q4 25 | $48.2M | $-64.5M | ||
| Q3 25 | — | $-23.5M | ||
| Q2 25 | $114.9M | $-23.2M | ||
| Q1 25 | $-49.2M | $-54.2M | ||
| Q4 24 | $-105.1M | $-2.4M | ||
| Q3 24 | $47.1M | $-30.9M | ||
| Q2 24 | $175.5M | $-13.0M |
自由现金流LESLRKLB
| Q1 26 | $-85.5M | — | ||
| Q4 25 | $41.8M | $-114.2M | ||
| Q3 25 | — | $-69.4M | ||
| Q2 25 | $107.1M | $-55.3M | ||
| Q1 25 | $-55.8M | $-82.9M | ||
| Q4 24 | $-109.8M | $-23.9M | ||
| Q3 24 | $34.1M | $-41.9M | ||
| Q2 24 | $165.2M | $-28.3M |
自由现金流率LESLRKLB
| Q1 26 | -58.1% | — | ||
| Q4 25 | 10.7% | -63.6% | ||
| Q3 25 | — | -44.8% | ||
| Q2 25 | 21.4% | -38.3% | ||
| Q1 25 | -31.5% | -67.6% | ||
| Q4 24 | -62.6% | -18.1% | ||
| Q3 24 | 8.6% | -40.0% | ||
| Q2 24 | 29.0% | -26.7% |
资本支出强度LESLRKLB
| Q1 26 | 2.9% | — | ||
| Q4 25 | 1.7% | 27.6% | ||
| Q3 25 | — | 29.6% | ||
| Q2 25 | 1.6% | 22.2% | ||
| Q1 25 | 3.7% | 23.4% | ||
| Q4 24 | 2.7% | 16.3% | ||
| Q3 24 | 3.2% | 10.5% | ||
| Q2 24 | 1.8% | 14.4% |
现金转化率LESLRKLB
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| 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
业务分部营收拆解
LESL
暂无分部数据
RKLB
| Products | $94.0M | 52% |
| Transferred Over Time | $87.3M | 49% |
