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李维斯(LEVI)与VEON Ltd.(VEON)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VEON Ltd.的1.6倍($1.8B vs $1.1B),VEON Ltd.净利率更高(55.9% vs 8.9%,领先47.0%),VEON Ltd.同比增速更快(5.8% 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。
VEON集团是一家跨国电信及数字服务企业,总部位于迪拜,在美国纳斯达克上市。公司业务覆盖欧亚6个市场,包括孟加拉国、哈萨克斯坦、吉尔吉斯斯坦、巴基斯坦、乌克兰和乌兹别克斯坦,旗下拥有孟加拉国Banglalink、巴基斯坦Jazz、乌克兰Kyivstar,以及独联体地区的Beeline等多个知名电信品牌。
LEVI vs VEON — 直观对比
营收规模更大
LEVI
是对方的1.6倍
$1.1B
营收增速更快
VEON
高出9.9%
-4.0%
净利率更高
VEON
高出47.0%
8.9%
损益表 — Q4 FY2025 vs Q2 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.8B | $1.1B |
| 净利润 | $158.0M | $608.0M |
| 毛利率 | 60.8% | — |
| 营业利润率 | 11.9% | 75.4% |
| 净利率 | 8.9% | 55.9% |
| 营收同比 | -4.0% | 5.8% |
| 净利润同比 | -13.4% | 583.1% |
| 每股收益(稀释后) | $0.39 | $0.34 |
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
LEVI
VEON
| Q4 25 | $1.8B | — | ||
| Q3 25 | $1.5B | — | ||
| Q2 25 | $1.4B | $1.1B | ||
| Q1 25 | $1.5B | — | ||
| Q4 24 | $1.8B | — | ||
| Q3 24 | $1.5B | — | ||
| Q2 24 | $1.4B | $1.0B | ||
| Q1 24 | $1.6B | — |
净利润
LEVI
VEON
| Q4 25 | $158.0M | — | ||
| Q3 25 | $218.1M | — | ||
| Q2 25 | $67.0M | $608.0M | ||
| Q1 25 | $135.0M | — | ||
| Q4 24 | $182.5M | — | ||
| Q3 24 | $20.7M | — | ||
| Q2 24 | $18.0M | $89.0M | ||
| Q1 24 | $-10.6M | — |
毛利率
LEVI
VEON
| 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
LEVI
VEON
| Q4 25 | 11.9% | — | ||
| Q3 25 | 10.8% | — | ||
| Q2 25 | 7.5% | 75.4% | ||
| Q1 25 | 12.5% | — | ||
| Q4 24 | 11.5% | — | ||
| Q3 24 | 2.0% | — | ||
| Q2 24 | 1.5% | 27.1% | ||
| Q1 24 | -0.0% | — |
净利率
LEVI
VEON
| Q4 25 | 8.9% | — | ||
| Q3 25 | 14.1% | — | ||
| Q2 25 | 4.6% | 55.9% | ||
| Q1 25 | 8.8% | — | ||
| Q4 24 | 9.9% | — | ||
| Q3 24 | 1.4% | — | ||
| Q2 24 | 1.2% | 8.7% | ||
| Q1 24 | -0.7% | — |
每股收益(稀释后)
LEVI
VEON
| Q4 25 | $0.39 | — | ||
| Q3 25 | $0.55 | — | ||
| Q2 25 | $0.17 | $0.34 | ||
| Q1 25 | $0.34 | — | ||
| Q4 24 | $0.46 | — | ||
| Q3 24 | $0.05 | — | ||
| Q2 24 | $0.04 | $0.04 | ||
| Q1 24 | $-0.03 | — |
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 | $1.3B |
| 总债务越低越好 | $1.1B | — |
| 股东权益账面价值 | $2.3B | $1.5B |
| 总资产 | $6.8B | $8.5B |
| 负债/权益比越低杠杆越低 | 0.46× | — |
8季度趋势,按日历期对齐
现金及短期投资
LEVI
VEON
| Q4 25 | $848.8M | — | ||
| Q3 25 | $707.5M | — | ||
| Q2 25 | $736.7M | $1.3B | ||
| Q1 25 | $574.4M | — | ||
| Q4 24 | $690.0M | — | ||
| Q3 24 | $577.1M | — | ||
| Q2 24 | $641.4M | $862.0M | ||
| Q1 24 | $516.7M | — |
总债务
LEVI
VEON
| Q4 25 | $1.1B | — | ||
| Q3 25 | $1.0B | — | ||
| Q2 25 | $1.0B | — | ||
| Q1 25 | $987.4M | — | ||
| Q4 24 | $994.0M | — | ||
| Q3 24 | $1.0B | — | ||
| Q2 24 | $1.0B | — | ||
| Q1 24 | $1.0B | — |
股东权益
LEVI
VEON
| Q4 25 | $2.3B | — | ||
| Q3 25 | $2.2B | — | ||
| Q2 25 | $2.1B | $1.5B | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $2.0B | — | ||
| Q3 24 | $1.9B | — | ||
| Q2 24 | $2.0B | $1.1B | ||
| Q1 24 | $2.0B | — |
总资产
LEVI
VEON
| Q4 25 | $6.8B | — | ||
| Q3 25 | $6.7B | — | ||
| Q2 25 | $6.5B | $8.5B | ||
| Q1 25 | $6.2B | — | ||
| Q4 24 | $6.4B | — | ||
| Q3 24 | $6.3B | — | ||
| Q2 24 | $6.2B | $7.3B | ||
| Q1 24 | $6.0B | — |
负债/权益比
LEVI
VEON
| 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× | — | ||
| Q1 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% | — |
| 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
LEVI
VEON
| Q4 25 | $266.8M | — | ||
| Q3 25 | $24.8M | — | ||
| Q2 25 | $185.5M | — | ||
| Q1 25 | $52.5M | — | ||
| Q4 24 | $297.3M | — | ||
| Q3 24 | $52.3M | — | ||
| Q2 24 | $262.8M | — | ||
| Q1 24 | $286.0M | — |
自由现金流
LEVI
VEON
| 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
LEVI
VEON
| 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
LEVI
VEON
| 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
LEVI
VEON
| Q4 25 | 1.69× | — | ||
| Q3 25 | 0.11× | — | ||
| Q2 25 | 2.77× | — | ||
| Q1 25 | 0.39× | — | ||
| Q4 24 | 1.63× | — | ||
| Q3 24 | 2.53× | — | ||
| Q2 24 | 14.60× | — | ||
| 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
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% |
VEON
暂无分部数据