vs
Leslie's, Inc.（LESL）与STAR GROUP, L.P.（SGU）财务数据对比。点击上方公司名可切换其他公司
STAR GROUP, L.P.的季度营收约是Leslie's, Inc.的3.7倍（$539.3M vs $147.1M）。STAR GROUP, L.P.净利率更高（6.6% vs -56.4%，领先63.0%）。STAR GROUP, L.P.同比增速更快（10.5% vs -16.0%）。STAR GROUP, L.P.自由现金流更多（$-59.7M vs $-85.5M）
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。
孤星基金（核心主体法定名称为孤星全球收购有限公司）是一家全球性私募股权投资机构，投资覆盖企业股权、房地产、信贷及各类其他金融资产。其创始人于1995年设立首支基金，截至目前已累计组建25支私募股权基金，总承诺资本超950亿美元，投资方涵盖企业及公共养老基金、主权财富基金、大学捐赠基金等。
LESL vs SGU — 直观对比
营收规模更大
SGU
是对方的3.7倍
$147.1M
营收增速更快
SGU
高出26.5%
-16.0%
净利率更高
SGU
高出63.0%
-56.4%
自由现金流更多
SGU
多$25.7M
$-85.5M
损益表 — Q1 2026 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $147.1M | $539.3M |
| 净利润 | $-83.0M | $35.8M |
| 毛利率 | 18.4% | — |
| 营业利润率 | -46.7% | 10.1% |
| 净利率 | -56.4% | 6.6% |
| 营收同比 | -16.0% | 10.5% |
| 净利润同比 | -86.2% | 8.8% |
| 每股收益（稀释后） | $-8.92 | — |
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LESLSGU
| Q1 26 | $147.1M | — | ||
| Q4 25 | $389.2M | $539.3M | ||
| Q2 25 | $500.3M | — | ||
| Q1 25 | $177.1M | — | ||
| Q4 24 | $175.2M | — | ||
| Q3 24 | $397.9M | — | ||
| Q2 24 | $569.6M | — | ||
| Q1 24 | $188.7M | — |
净利润LESLSGU
| Q1 26 | $-83.0M | — | ||
| Q4 25 | $-162.8M | $35.8M | ||
| Q2 25 | $21.7M | — | ||
| Q1 25 | $-51.3M | — | ||
| Q4 24 | $-44.6M | — | ||
| Q3 24 | $-9.9M | — | ||
| Q2 24 | $60.6M | — | ||
| Q1 24 | $-34.6M | — |
毛利率LESLSGU
| Q1 26 | 18.4% | — | ||
| Q4 25 | 38.6% | — | ||
| Q2 25 | 39.6% | — | ||
| Q1 25 | 24.8% | — | ||
| Q4 24 | 27.2% | — | ||
| Q3 24 | 36.0% | — | ||
| Q2 24 | 40.2% | — | ||
| Q1 24 | 28.8% | — |
营业利润率LESLSGU
| Q1 26 | -46.7% | — | ||
| Q4 25 | -38.6% | 10.1% | ||
| Q2 25 | 13.7% | — | ||
| Q1 25 | -27.3% | — | ||
| Q4 24 | -22.7% | — | ||
| Q3 24 | 6.6% | — | ||
| Q2 24 | 17.2% | — | ||
| Q1 24 | -16.2% | — |
净利率LESLSGU
| Q1 26 | -56.4% | — | ||
| Q4 25 | -41.8% | 6.6% | ||
| Q2 25 | 4.3% | — | ||
| Q1 25 | -29.0% | — | ||
| Q4 24 | -25.4% | — | ||
| Q3 24 | -2.5% | — | ||
| Q2 24 | 10.6% | — | ||
| Q1 24 | -18.3% | — |
每股收益（稀释后）LESLSGU
| Q1 26 | $-8.92 | — | ||
| Q4 25 | $-20.59 | — | ||
| Q2 25 | $0.12 | — | ||
| Q1 25 | $-0.28 | — | ||
| Q4 24 | $-4.82 | — | ||
| Q3 24 | $-2.46 | — | ||
| Q2 24 | $0.33 | — | ||
| Q1 24 | $-0.19 | — |
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 | $19.9M |
| 总债务越低越好 | $781.6M | $254.8M |
| 股东权益账面价值 | $-489.9M | — |
| 总资产 | $649.4M | $1.1B |
| 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LESLSGU
| Q1 26 | $3.6M | — | ||
| Q4 25 | $64.3M | $19.9M | ||
| Q2 25 | $42.7M | — | ||
| Q1 25 | $17.3M | — | ||
| Q4 24 | $11.6M | — | ||
| Q3 24 | $108.5M | — | ||
| Q2 24 | $74.4M | — | ||
| Q1 24 | $8.4M | — |
总债务LESLSGU
| Q1 26 | $781.6M | — | ||
| Q4 25 | $756.6M | $254.8M | ||
| Q2 25 | $776.6M | — | ||
| Q1 25 | $858.1M | — | ||
| Q4 24 | $796.6M | — | ||
| Q3 24 | $783.7M | — | ||
| Q2 24 | $783.7M | — | ||
| Q1 24 | $882.7M | — |
股东权益LESLSGU
| Q1 26 | $-489.9M | — | ||
| Q4 25 | $-408.0M | — | ||
| Q2 25 | $-246.2M | — | ||
| Q1 25 | $-269.5M | — | ||
| Q4 24 | $-220.0M | — | ||
| Q3 24 | $-177.1M | — | ||
| Q2 24 | $-168.2M | — | ||
| Q1 24 | $-231.0M | — |
总资产LESLSGU
| Q1 26 | $649.4M | — | ||
| Q4 25 | $741.5M | $1.1B | ||
| Q2 25 | $989.5M | — | ||
| Q1 25 | $1.0B | — | ||
| Q4 24 | $967.0M | — | ||
| Q3 24 | $1.1B | — | ||
| Q2 24 | $1.1B | — | ||
| Q1 24 | $1.1B | — |
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 | $-81.1M | $-55.2M |
| 自由现金流经营现金流 - 资本支出 | $-85.5M | $-59.7M |
| 自由现金流率自由现金流/营收 | -58.1% | -11.1% |
| 资本支出强度资本支出/营收 | 2.9% | 0.8% |
| 现金转化率经营现金流/净利润 | — | -1.54× |
| 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LESLSGU
| Q1 26 | $-81.1M | — | ||
| Q4 25 | $48.2M | $-55.2M | ||
| Q2 25 | $114.9M | — | ||
| Q1 25 | $-49.2M | — | ||
| Q4 24 | $-105.1M | — | ||
| Q3 24 | $47.1M | — | ||
| Q2 24 | $175.5M | — | ||
| Q1 24 | $-43.2M | — |
自由现金流LESLSGU
| Q1 26 | $-85.5M | — | ||
| Q4 25 | $41.8M | $-59.7M | ||
| Q2 25 | $107.1M | — | ||
| Q1 25 | $-55.8M | — | ||
| Q4 24 | $-109.8M | — | ||
| Q3 24 | $34.1M | — | ||
| Q2 24 | $165.2M | — | ||
| Q1 24 | $-56.5M | — |
自由现金流率LESLSGU
| Q1 26 | -58.1% | — | ||
| Q4 25 | 10.7% | -11.1% | ||
| Q2 25 | 21.4% | — | ||
| Q1 25 | -31.5% | — | ||
| Q4 24 | -62.6% | — | ||
| Q3 24 | 8.6% | — | ||
| Q2 24 | 29.0% | — | ||
| Q1 24 | -29.9% | — |
资本支出强度LESLSGU
| Q1 26 | 2.9% | — | ||
| Q4 25 | 1.7% | 0.8% | ||
| Q2 25 | 1.6% | — | ||
| Q1 25 | 3.7% | — | ||
| Q4 24 | 2.7% | — | ||
| Q3 24 | 3.2% | — | ||
| Q2 24 | 1.8% | — | ||
| Q1 24 | 7.0% | — |
现金转化率LESLSGU
| Q1 26 | — | — | ||
| Q4 25 | — | -1.54× | ||
| Q2 25 | 5.29× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 2.89× | — | ||
| Q1 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
LESL
暂无分部数据
SGU
| Home Heating Oil And Propane | $372.6M | 69% |
| Motor Fuel And Other Petroleum Products | $75.4M | 14% |
| Equipment Installations | $39.6M | 7% |
| Equipment Maintenance Service Contracts | $30.3M | 6% |
| Billable Call Services | $21.4M | 4% |
