vs
Leslie's, Inc.（LESL）与Titan Machinery Inc.（TITN）财务数据对比。点击上方公司名可切换其他公司
Titan Machinery Inc.的季度营收约是Leslie's, Inc.的4.4倍（$644.5M vs $147.1M）。Titan Machinery Inc.净利率更高（0.2% vs -56.4%，领先56.6%）。Titan Machinery Inc.同比增速更快（-5.2% vs -16.0%）。过去两年Leslie's, Inc.的营收复合增速更高（-11.7% vs -13.0%）
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。
泰坦机械是全球规模领先的农业与工程机械设备经销商，也是凯斯纽荷兰工业品牌最大的经销商之一，总部位于北达科他州西法戈，经营网点遍布美国中西部、澳大利亚、奥地利、保加利亚、德国、罗马尼亚及乌克兰，目前在纳斯达克挂牌上市，2023年总营收达22.09亿美元。
LESL vs TITN — 直观对比
营收规模更大
TITN
是对方的4.4倍
$147.1M
营收增速更快
TITN
高出10.8%
-16.0%
净利率更高
TITN
高出56.6%
-56.4%
两年增速更快
LESL
近两年复合增速
-13.0%
损益表 — Q1 2026 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $147.1M | $644.5M |
| 净利润 | $-83.0M | $1.2M |
| 毛利率 | 18.4% | 17.2% |
| 营业利润率 | -46.7% | 1.6% |
| 净利率 | -56.4% | 0.2% |
| 营收同比 | -16.0% | -5.2% |
| 净利润同比 | -86.2% | -30.1% |
| 每股收益（稀释后） | $-8.92 | $0.05 |
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LESLTITN
| Q1 26 | $147.1M | — | ||
| Q4 25 | $389.2M | $644.5M | ||
| Q3 25 | — | $546.4M | ||
| Q2 25 | $500.3M | $594.3M | ||
| Q1 25 | $177.1M | $759.9M | ||
| Q4 24 | $175.2M | $679.8M | ||
| Q3 24 | $397.9M | $633.7M | ||
| Q2 24 | $569.6M | $628.7M |
净利润LESLTITN
| Q1 26 | $-83.0M | — | ||
| Q4 25 | $-162.8M | $1.2M | ||
| Q3 25 | — | $-6.0M | ||
| Q2 25 | $21.7M | $-13.2M | ||
| Q1 25 | $-51.3M | $-43.8M | ||
| Q4 24 | $-44.6M | $1.7M | ||
| Q3 24 | $-9.9M | $-4.3M | ||
| Q2 24 | $60.6M | $9.4M |
毛利率LESLTITN
| Q1 26 | 18.4% | — | ||
| Q4 25 | 38.6% | 17.2% | ||
| Q3 25 | — | 17.1% | ||
| Q2 25 | 39.6% | 15.3% | ||
| Q1 25 | 24.8% | 6.7% | ||
| Q4 24 | 27.2% | 16.3% | ||
| Q3 24 | 36.0% | 17.7% | ||
| Q2 24 | 40.2% | 19.4% |
营业利润率LESLTITN
| Q1 26 | -46.7% | — | ||
| Q4 25 | -38.6% | 1.6% | ||
| Q3 25 | — | 0.1% | ||
| Q2 25 | 13.7% | -1.0% | ||
| Q1 25 | -27.3% | -6.0% | ||
| Q4 24 | -22.7% | 1.7% | ||
| Q3 24 | 6.6% | 2.5% | ||
| Q2 24 | 17.2% | 3.6% |
净利率LESLTITN
| Q1 26 | -56.4% | — | ||
| Q4 25 | -41.8% | 0.2% | ||
| Q3 25 | — | -1.1% | ||
| Q2 25 | 4.3% | -2.2% | ||
| Q1 25 | -29.0% | -5.8% | ||
| Q4 24 | -25.4% | 0.3% | ||
| Q3 24 | -2.5% | -0.7% | ||
| Q2 24 | 10.6% | 1.5% |
每股收益（稀释后）LESLTITN
| Q1 26 | $-8.92 | — | ||
| Q4 25 | $-20.59 | $0.05 | ||
| Q3 25 | — | $-0.26 | ||
| Q2 25 | $0.12 | $-0.58 | ||
| Q1 25 | $-0.28 | $-1.92 | ||
| Q4 24 | $-4.82 | $0.07 | ||
| Q3 24 | $-2.46 | $-0.19 | ||
| Q2 24 | $0.33 | $0.41 |
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 | — |
| 总债务越低越好 | $781.6M | $176.6M |
| 股东权益账面价值 | $-489.9M | $612.6M |
| 总资产 | $649.4M | $1.8B |
| 负债/权益比越低杠杆越低 | — | 0.29× |
8季度趋势，按日历期对齐
现金及短期投资LESLTITN
| Q1 26 | $3.6M | — | ||
| Q4 25 | $64.3M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $42.7M | — | ||
| Q1 25 | $17.3M | — | ||
| Q4 24 | $11.6M | — | ||
| Q3 24 | $108.5M | — | ||
| Q2 24 | $74.4M | — |
总债务LESLTITN
| Q1 26 | $781.6M | — | ||
| Q4 25 | $756.6M | $176.6M | ||
| Q3 25 | — | $164.5M | ||
| Q2 25 | $776.6M | $165.3M | ||
| Q1 25 | $858.1M | $168.7M | ||
| Q4 24 | $796.6M | $140.6M | ||
| Q3 24 | $783.7M | $126.6M | ||
| Q2 24 | $783.7M | $119.3M |
股东权益LESLTITN
| Q1 26 | $-489.9M | — | ||
| Q4 25 | $-408.0M | $612.6M | ||
| Q3 25 | — | $610.3M | ||
| Q2 25 | $-246.2M | $605.4M | ||
| Q1 25 | $-269.5M | $614.1M | ||
| Q4 24 | $-220.0M | $668.2M | ||
| Q3 24 | $-177.1M | $659.6M | ||
| Q2 24 | $-168.2M | $662.6M |
总资产LESLTITN
| Q1 26 | $649.4M | — | ||
| Q4 25 | $741.5M | $1.8B | ||
| Q3 25 | — | $1.9B | ||
| Q2 25 | $989.5M | $1.8B | ||
| Q1 25 | $1.0B | $1.8B | ||
| Q4 24 | $967.0M | $2.1B | ||
| Q3 24 | $1.1B | $2.2B | ||
| Q2 24 | $1.1B | $2.1B |
负债/权益比LESLTITN
| Q1 26 | — | — | ||
| Q4 25 | — | 0.29× | ||
| Q3 25 | — | 0.27× | ||
| Q2 25 | — | 0.27× | ||
| Q1 25 | — | 0.27× | ||
| Q4 24 | — | 0.21× | ||
| Q3 24 | — | 0.19× | ||
| Q2 24 | — | 0.18× |
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 | $34.0M |
| 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 | — | 28.37× |
| 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LESLTITN
| Q1 26 | $-81.1M | — | ||
| Q4 25 | $48.2M | $34.0M | ||
| Q3 25 | — | $43.7M | ||
| Q2 25 | $114.9M | $6.2M | ||
| Q1 25 | $-49.2M | $126.5M | ||
| Q4 24 | $-105.1M | $-8.8M | ||
| Q3 24 | $47.1M | $-15.0M | ||
| Q2 24 | $175.5M | $-32.4M |
自由现金流LESLTITN
| 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LESLTITN
| 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LESLTITN
| 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LESLTITN
| Q1 26 | — | — | ||
| Q4 25 | — | 28.37× | ||
| Q3 25 | — | — | ||
| Q2 25 | 5.29× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | -5.15× | ||
| Q3 24 | — | — | ||
| Q2 24 | 2.89× | -3.43× |
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
TITN
| Agriculture Segment | $420.9M | 65% |
| Sales Of Parts | $122.3M | 19% |
| Service Sales | $48.9M | 8% |
| Australia_segment | $29.9M | 5% |
| Rental And Other | $13.3M | 2% |
| Rental | $10.3M | 2% |
| Other Revenue | $1.1M | 0% |
