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李维斯（LEVI）与Regions Financial Corporation（RF）财务数据对比。点击上方公司名可切换其他公司
李维斯的季度营收约是Regions Financial Corporation的1.4倍（$1.8B vs $1.3B），Regions Financial Corporation净利率更高（41.7% vs 8.9%，领先32.7%），Regions Financial Corporation同比增速更快（4.1% vs -4.0%），过去两年李维斯的营收复合增速更高（6.5% vs 4.0%）
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。
Regions Financial Corporation是美国银行控股企业，总部位于阿拉巴马州伯明翰市。公司提供零售及商业银行、信托、股票经纪、抵押贷款等服务，旗下银行业务子公司Regions Bank在美国南部和中西部15个州运营约1300家营业网点和2000台自动柜员机，服务大量当地个人及企业客户。
LEVI vs RF — 直观对比
营收规模更大
LEVI
是对方的1.4倍
$1.3B
营收增速更快
RF
高出8.2%
-4.0%
净利率更高
RF
高出32.7%
8.9%
两年增速更快
LEVI
近两年复合增速
4.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.8B | $1.3B |
| 净利润 | $158.0M | $534.0M |
| 毛利率 | 60.8% | — |
| 营业利润率 | 11.9% | 55.3% |
| 净利率 | 8.9% | 41.7% |
| 营收同比 | -4.0% | 4.1% |
| 净利润同比 | -13.4% | 0.0% |
| 每股收益（稀释后） | $0.39 | $0.59 |
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LEVIRF
| Q4 25 | $1.8B | $1.3B | ||
| Q3 25 | $1.5B | $1.3B | ||
| Q2 25 | $1.4B | $1.3B | ||
| Q1 25 | $1.5B | $1.2B | ||
| Q4 24 | $1.8B | $1.2B | ||
| Q3 24 | $1.5B | $1.2B | ||
| Q2 24 | $1.4B | $1.2B | ||
| Q1 24 | $1.6B | $1.2B |
净利润LEVIRF
| Q4 25 | $158.0M | $534.0M | ||
| Q3 25 | $218.1M | $569.0M | ||
| Q2 25 | $67.0M | $563.0M | ||
| Q1 25 | $135.0M | $490.0M | ||
| Q4 24 | $182.5M | $534.0M | ||
| Q3 24 | $20.7M | $490.0M | ||
| Q2 24 | $18.0M | $501.0M | ||
| Q1 24 | $-10.6M | $368.0M |
毛利率LEVIRF
| Q4 25 | 60.8% | — | ||
| Q3 25 | 61.7% | — | ||
| Q2 25 | 62.6% | — | ||
| Q1 25 | 62.1% | — | ||
| Q4 24 | 61.3% | — | ||
| Q3 24 | 60.0% | — | ||
| Q2 24 | 60.5% | — | ||
| Q1 24 | 58.2% | — |
营业利润率LEVIRF
| Q4 25 | 11.9% | 55.3% | ||
| Q3 25 | 10.8% | 56.3% | ||
| Q2 25 | 7.5% | 56.1% | ||
| Q1 25 | 12.5% | 52.0% | ||
| Q4 24 | 11.5% | 53.4% | ||
| Q3 24 | 2.0% | 49.9% | ||
| Q2 24 | 1.5% | 52.7% | ||
| Q1 24 | -0.0% | 39.2% |
净利率LEVIRF
| Q4 25 | 8.9% | 41.7% | ||
| Q3 25 | 14.1% | 45.3% | ||
| Q2 25 | 4.6% | 44.7% | ||
| Q1 25 | 8.8% | 41.0% | ||
| Q4 24 | 9.9% | 43.4% | ||
| Q3 24 | 1.4% | 40.2% | ||
| Q2 24 | 1.2% | 42.2% | ||
| Q1 24 | -0.7% | 31.1% |
每股收益（稀释后）LEVIRF
| Q4 25 | $0.39 | $0.59 | ||
| Q3 25 | $0.55 | $0.61 | ||
| Q2 25 | $0.17 | $0.59 | ||
| Q1 25 | $0.34 | $0.51 | ||
| Q4 24 | $0.46 | $0.55 | ||
| Q3 24 | $0.05 | $0.49 | ||
| Q2 24 | $0.04 | $0.52 | ||
| Q1 24 | $-0.03 | $0.37 |
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 | $4.1B |
| 股东权益账面价值 | $2.3B | $19.0B |
| 总资产 | $6.8B | $158.8B |
| 负债/权益比越低杠杆越低 | 0.46× | 0.22× |
8季度趋势，按日历期对齐
现金及短期投资LEVIRF
| Q4 25 | $848.8M | — | ||
| Q3 25 | $707.5M | — | ||
| Q2 25 | $736.7M | — | ||
| Q1 25 | $574.4M | — | ||
| Q4 24 | $690.0M | — | ||
| Q3 24 | $577.1M | — | ||
| Q2 24 | $641.4M | — | ||
| Q1 24 | $516.7M | — |
总债务LEVIRF
| Q4 25 | $1.1B | $4.1B | ||
| Q3 25 | $1.0B | $4.8B | ||
| Q2 25 | $1.0B | $5.3B | ||
| Q1 25 | $987.4M | $6.0B | ||
| Q4 24 | $994.0M | $6.0B | ||
| Q3 24 | $1.0B | $6.0B | ||
| Q2 24 | $1.0B | $5.1B | ||
| Q1 24 | $1.0B | $3.3B |
股东权益LEVIRF
| Q4 25 | $2.3B | $19.0B | ||
| Q3 25 | $2.2B | $19.0B | ||
| Q2 25 | $2.1B | $18.7B | ||
| Q1 25 | $2.0B | $18.5B | ||
| Q4 24 | $2.0B | $17.9B | ||
| Q3 24 | $1.9B | $18.7B | ||
| Q2 24 | $2.0B | $17.2B | ||
| Q1 24 | $2.0B | $17.0B |
总资产LEVIRF
| Q4 25 | $6.8B | $158.8B | ||
| Q3 25 | $6.7B | $159.9B | ||
| Q2 25 | $6.5B | $159.2B | ||
| Q1 25 | $6.2B | $159.8B | ||
| Q4 24 | $6.4B | $157.3B | ||
| Q3 24 | $6.3B | $157.4B | ||
| Q2 24 | $6.2B | $154.1B | ||
| Q1 24 | $6.0B | $154.9B |
负债/权益比LEVIRF
| Q4 25 | 0.46× | 0.22× | ||
| Q3 25 | 0.48× | 0.25× | ||
| Q2 25 | 0.49× | 0.28× | ||
| Q1 25 | 0.49× | 0.32× | ||
| Q4 24 | 0.50× | 0.34× | ||
| Q3 24 | 0.54× | 0.32× | ||
| Q2 24 | 0.51× | 0.30× | ||
| Q1 24 | 0.51× | 0.20× |
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 | $-319.0M |
| 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% | — |
| 现金转化率经营现金流/净利润 | 1.69× | -0.60× |
| 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LEVIRF
| Q4 25 | $266.8M | $-319.0M | ||
| Q3 25 | $24.8M | $861.0M | ||
| Q2 25 | $185.5M | $573.0M | ||
| Q1 25 | $52.5M | $1.1B | ||
| Q4 24 | $297.3M | $-220.0M | ||
| Q3 24 | $52.3M | $1.3B | ||
| Q2 24 | $262.8M | $161.0M | ||
| Q1 24 | $286.0M | $396.0M |
自由现金流LEVIRF
| Q4 25 | $215.7M | — | ||
| Q3 25 | $-39.4M | — | ||
| Q2 25 | $146.0M | — | ||
| Q1 25 | $-14.1M | — | ||
| Q4 24 | $231.6M | — | ||
| Q3 24 | $2.3M | — | ||
| Q2 24 | $222.6M | — | ||
| Q1 24 | $214.4M | — |
自由现金流率LEVIRF
| Q4 25 | 12.2% | — | ||
| Q3 25 | -2.6% | — | ||
| Q2 25 | 10.1% | — | ||
| Q1 25 | -0.9% | — | ||
| Q4 24 | 12.6% | — | ||
| Q3 24 | 0.2% | — | ||
| Q2 24 | 15.4% | — | ||
| Q1 24 | 13.8% | — |
资本支出强度LEVIRF
| Q4 25 | 2.9% | — | ||
| Q3 25 | 4.2% | — | ||
| Q2 25 | 2.7% | — | ||
| Q1 25 | 4.4% | — | ||
| Q4 24 | 3.6% | — | ||
| Q3 24 | 3.3% | — | ||
| Q2 24 | 2.8% | — | ||
| Q1 24 | 4.6% | — |
现金转化率LEVIRF
| Q4 25 | 1.69× | -0.60× | ||
| Q3 25 | 0.11× | 1.51× | ||
| Q2 25 | 2.77× | 1.02× | ||
| Q1 25 | 0.39× | 2.18× | ||
| Q4 24 | 1.63× | -0.41× | ||
| Q3 24 | 2.53× | 2.57× | ||
| Q2 24 | 14.60× | 0.32× | ||
| Q1 24 | — | 1.08× |
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% |
RF
| Consumer Bank | $747.0M | 58% |
| Corporate Bank | $487.0M | 38% |
| Wealth Management | $47.0M | 4% |
