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李维斯（LEVI）与Masco（MAS）财务数据对比。点击上方公司名可切换其他公司
Masco的季度营收约是李维斯的1.1倍（$1.9B vs $1.8B），Masco净利率更高（11.9% vs 8.9%，领先2.9%），Masco同比增速更快（6.5% vs -4.0%），过去两年李维斯的营收复合增速更高（6.5% vs -4.2%）
李维斯（Levi Strauss & Co.）是全球知名的美国服饰企业，凭借旗下Levi's品牌丹宁牛仔裤享誉全球。公司创立于1853年5月，由德裔犹太移民李维·斯特劳斯在旧金山成立，注册地为特拉华州，总部设在旧金山李维斯广场。
美国家居建材企业Masco主营家装及新建住宅市场相关产品，旗下拥有20余家子公司，在全球运营近80座生产工厂，其中美国本土近60座，海外地区超20座。公司1969年于纽交所挂牌上市，后实现快速增长，成功跻身美国财富500强榜单。
LEVI vs MAS — 直观对比
营收规模更大
MAS
是对方的1.1倍
$1.8B
营收增速更快
MAS
高出10.5%
-4.0%
净利率更高
MAS
高出2.9%
8.9%
两年增速更快
LEVI
近两年复合增速
-4.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.8B | $1.9B |
| 净利润 | $158.0M | $228.0M |
| 毛利率 | 60.8% | 35.8% |
| 营业利润率 | 11.9% | 16.5% |
| 净利率 | 8.9% | 11.9% |
| 营收同比 | -4.0% | 6.5% |
| 净利润同比 | -13.4% | 14.5% |
| 每股收益（稀释后） | $0.39 | — |
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LEVIMAS
| Q1 26 | — | $1.9B | ||
| Q4 25 | $1.8B | $1.8B | ||
| Q3 25 | $1.5B | $1.9B | ||
| Q2 25 | $1.4B | $2.1B | ||
| Q1 25 | $1.5B | $1.8B | ||
| Q4 24 | $1.8B | $1.8B | ||
| Q3 24 | $1.5B | $2.0B | ||
| Q2 24 | $1.4B | $2.1B |
净利润LEVIMAS
| Q1 26 | — | $228.0M | ||
| Q4 25 | $158.0M | $165.0M | ||
| Q3 25 | $218.1M | $189.0M | ||
| Q2 25 | $67.0M | $270.0M | ||
| Q1 25 | $135.0M | $186.0M | ||
| Q4 24 | $182.5M | $182.0M | ||
| Q3 24 | $20.7M | $167.0M | ||
| Q2 24 | $18.0M | $258.0M |
毛利率LEVIMAS
| Q1 26 | — | 35.8% | ||
| Q4 25 | 60.8% | 33.9% | ||
| Q3 25 | 61.7% | 34.2% | ||
| Q2 25 | 62.6% | 37.6% | ||
| Q1 25 | 62.1% | 35.8% | ||
| Q4 24 | 61.3% | 34.8% | ||
| Q3 24 | 60.0% | 36.6% | ||
| Q2 24 | 60.5% | 37.5% |
营业利润率LEVIMAS
| Q1 26 | — | 16.5% | ||
| Q4 25 | 11.9% | 13.8% | ||
| Q3 25 | 10.8% | 15.8% | ||
| Q2 25 | 7.5% | 20.1% | ||
| Q1 25 | 12.5% | 15.9% | ||
| Q4 24 | 11.5% | 15.9% | ||
| Q3 24 | 2.0% | 18.0% | ||
| Q2 24 | 1.5% | 19.0% |
净利率LEVIMAS
| Q1 26 | — | 11.9% | ||
| Q4 25 | 8.9% | 9.2% | ||
| Q3 25 | 14.1% | 9.9% | ||
| Q2 25 | 4.6% | 13.2% | ||
| Q1 25 | 8.8% | 10.3% | ||
| Q4 24 | 9.9% | 10.0% | ||
| Q3 24 | 1.4% | 8.4% | ||
| Q2 24 | 1.2% | 12.3% |
每股收益（稀释后）LEVIMAS
| Q1 26 | — | — | ||
| Q4 25 | $0.39 | $0.81 | ||
| Q3 25 | $0.55 | $0.90 | ||
| Q2 25 | $0.17 | $1.28 | ||
| Q1 25 | $0.34 | $0.87 | ||
| Q4 24 | $0.46 | $0.85 | ||
| Q3 24 | $0.05 | $0.77 | ||
| Q2 24 | $0.04 | $1.17 |
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 | $848.8M | — |
| 总债务越低越好 | $1.1B | $2.9B |
| 股东权益账面价值 | $2.3B | $27.0M |
| 总资产 | $6.8B | $5.2B |
| 负债/权益比越低杠杆越低 | 0.46× | 109.07× |
8季度趋势，按日历期对齐
现金及短期投资LEVIMAS
| Q1 26 | — | — | ||
| Q4 25 | $848.8M | $647.0M | ||
| Q3 25 | $707.5M | $559.0M | ||
| Q2 25 | $736.7M | $390.0M | ||
| Q1 25 | $574.4M | $377.0M | ||
| Q4 24 | $690.0M | $634.0M | ||
| Q3 24 | $577.1M | $646.0M | ||
| Q2 24 | $641.4M | $398.0M |
总债务LEVIMAS
| Q1 26 | — | $2.9B | ||
| Q4 25 | $1.1B | $2.9B | ||
| Q3 25 | $1.0B | — | ||
| Q2 25 | $1.0B | — | ||
| Q1 25 | $987.4M | — | ||
| Q4 24 | $994.0M | $2.9B | ||
| Q3 24 | $1.0B | — | ||
| Q2 24 | $1.0B | — |
股东权益LEVIMAS
| Q1 26 | — | $27.0M | ||
| Q4 25 | $2.3B | $-185.0M | ||
| Q3 25 | $2.2B | $-78.0M | ||
| Q2 25 | $2.1B | $-84.0M | ||
| Q1 25 | $2.0B | $-254.0M | ||
| Q4 24 | $2.0B | $-279.0M | ||
| Q3 24 | $1.9B | $-88.0M | ||
| Q2 24 | $2.0B | $-26.0M |
总资产LEVIMAS
| Q1 26 | — | $5.2B | ||
| Q4 25 | $6.8B | $5.2B | ||
| Q3 25 | $6.7B | $5.3B | ||
| Q2 25 | $6.5B | $5.3B | ||
| Q1 25 | $6.2B | $5.1B | ||
| Q4 24 | $6.4B | $5.0B | ||
| Q3 24 | $6.3B | $5.3B | ||
| Q2 24 | $6.2B | $5.4B |
负债/权益比LEVIMAS
| Q1 26 | — | 109.07× | ||
| Q4 25 | 0.46× | — | ||
| Q3 25 | 0.48× | — | ||
| Q2 25 | 0.49× | — | ||
| Q1 25 | 0.49× | — | ||
| Q4 24 | 0.50× | — | ||
| Q3 24 | 0.54× | — | ||
| Q2 24 | 0.51× | — |
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 | $266.8M | — |
| 自由现金流经营现金流 - 资本支出 | $215.7M | — |
| 自由现金流率自由现金流/营收 | 12.2% | — |
| 资本支出强度资本支出/营收 | 2.9% | 1.8% |
| 现金转化率经营现金流/净利润 | 1.69× | — |
| 过去12个月自由现金流最近4个季度 | $308.2M | — |
8季度趋势，按日历期对齐
经营现金流LEVIMAS
| Q1 26 | — | — | ||
| Q4 25 | $266.8M | $418.0M | ||
| Q3 25 | $24.8M | $456.0M | ||
| Q2 25 | $185.5M | $306.0M | ||
| Q1 25 | $52.5M | $-158.0M | ||
| Q4 24 | $297.3M | $407.0M | ||
| Q3 24 | $52.3M | $416.0M | ||
| Q2 24 | $262.8M | $346.0M |
自由现金流LEVIMAS
| Q1 26 | — | — | ||
| Q4 25 | $215.7M | $371.0M | ||
| Q3 25 | $-39.4M | $415.0M | ||
| Q2 25 | $146.0M | $270.0M | ||
| Q1 25 | $-14.1M | $-190.0M | ||
| Q4 24 | $231.6M | $351.0M | ||
| Q3 24 | $2.3M | $378.0M | ||
| Q2 24 | $222.6M | $303.0M |
自由现金流率LEVIMAS
| Q1 26 | — | — | ||
| Q4 25 | 12.2% | 20.7% | ||
| Q3 25 | -2.6% | 21.6% | ||
| Q2 25 | 10.1% | 13.2% | ||
| Q1 25 | -0.9% | -10.5% | ||
| Q4 24 | 12.6% | 19.2% | ||
| Q3 24 | 0.2% | 19.1% | ||
| Q2 24 | 15.4% | 14.5% |
资本支出强度LEVIMAS
| Q1 26 | — | 1.8% | ||
| Q4 25 | 2.9% | 2.6% | ||
| Q3 25 | 4.2% | 2.1% | ||
| Q2 25 | 2.7% | 1.8% | ||
| Q1 25 | 4.4% | 1.8% | ||
| Q4 24 | 3.6% | 3.1% | ||
| Q3 24 | 3.3% | 1.9% | ||
| Q2 24 | 2.8% | 2.1% |
现金转化率LEVIMAS
| Q1 26 | — | — | ||
| Q4 25 | 1.69× | 2.53× | ||
| Q3 25 | 0.11× | 2.41× | ||
| Q2 25 | 2.77× | 1.13× | ||
| Q1 25 | 0.39× | -0.85× | ||
| Q4 24 | 1.63× | 2.24× | ||
| Q3 24 | 2.53× | 2.49× | ||
| Q2 24 | 14.60× | 1.34× |
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
LEVI
| Other | $760.3M | 43% |
| Sales Channel Through Intermediary | $583.2M | 33% |
| Sales Channel Directly To Consumer | $376.0M | 21% |
| Beyond Yoga | $46.3M | 3% |
MAS
暂无分部数据
