vs
罗技（LOGI）与拉夫劳伦（RL）财务数据对比。点击上方公司名可切换其他公司
拉夫劳伦的季度营收约是罗技的1.7倍（$2.4B vs $1.4B），罗技净利率更高（17.7% vs 15.0%，领先2.6%），拉夫劳伦同比增速更快（12.2% vs 6.1%），拉夫劳伦自由现金流更多（$704.0M vs $465.6M），过去两年拉夫劳伦的营收复合增速更高（23.9% vs 18.5%）
罗技国际是总部位于瑞士洛桑的跨国企业，专注于计算机外设及相关软件的研发与生产，在欧洲、亚洲、大洋洲、美洲均设有分支机构，为瑞士市场指数成分股，同时在纳斯达克交易所挂牌上市。
拉夫劳伦是源自美国的跨国时尚巨头，旗下同名高端时尚品牌风靡全球，企业规模达数十亿美元。品牌创始人拉夫劳伦于2015年9月卸任首席执行官，仍留任执行董事长兼首席创意官，主导品牌创意与整体发展方向。
LOGI vs RL — 直观对比
营收规模更大
RL
是对方的1.7倍
$1.4B
营收增速更快
RL
高出6.2%
6.1%
净利率更高
LOGI
高出2.6%
15.0%
自由现金流更多
RL
多$238.4M
$465.6M
两年增速更快
RL
近两年复合增速
18.5%
损益表 — Q3 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $2.4B |
| 净利润 | $251.0M | $361.6M |
| 毛利率 | 43.2% | 69.9% |
| 营业利润率 | 20.1% | 19.6% |
| 净利率 | 17.7% | 15.0% |
| 营收同比 | 6.1% | 12.2% |
| 净利润同比 | 25.4% | 21.6% |
| 每股收益（稀释后） | $1.69 | $5.82 |
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LOGIRL
| Q4 25 | $1.4B | $2.4B | ||
| Q3 25 | $1.2B | $2.0B | ||
| Q2 25 | $1.1B | $1.7B | ||
| Q1 25 | $1.0B | $1.7B | ||
| Q4 24 | $1.3B | $2.1B | ||
| Q3 24 | $1.1B | $1.7B | ||
| Q2 24 | $1.1B | $1.5B | ||
| Q1 24 | $1.0B | $1.6B |
净利润LOGIRL
| Q4 25 | $251.0M | $361.6M | ||
| Q3 25 | $170.7M | $207.5M | ||
| Q2 25 | $146.0M | $220.4M | ||
| Q1 25 | $144.1M | $129.0M | ||
| Q4 24 | $200.1M | $297.4M | ||
| Q3 24 | $145.5M | $147.9M | ||
| Q2 24 | $141.8M | $168.6M | ||
| Q1 24 | $167.6M | $90.7M |
毛利率LOGIRL
| Q4 25 | 43.2% | 69.9% | ||
| Q3 25 | 43.4% | 68.0% | ||
| Q2 25 | 41.7% | 72.3% | ||
| Q1 25 | 43.1% | 68.7% | ||
| Q4 24 | 42.9% | 68.4% | ||
| Q3 24 | 43.6% | 67.0% | ||
| Q2 24 | 42.8% | 70.5% | ||
| Q1 24 | 43.2% | 66.6% |
营业利润率LOGIRL
| Q4 25 | 20.1% | 19.6% | ||
| Q3 25 | 16.1% | 12.2% | ||
| Q2 25 | 14.1% | 15.9% | ||
| Q1 25 | 10.5% | 9.1% | ||
| Q4 24 | 17.5% | 18.2% | ||
| Q3 24 | 14.4% | 10.4% | ||
| Q2 24 | 14.1% | 13.8% | ||
| Q1 24 | 12.9% | 6.9% |
净利率LOGIRL
| Q4 25 | 17.7% | 15.0% | ||
| Q3 25 | 14.4% | 10.3% | ||
| Q2 25 | 12.7% | 12.8% | ||
| Q1 25 | 14.3% | 7.6% | ||
| Q4 24 | 14.9% | 13.9% | ||
| Q3 24 | 13.0% | 8.6% | ||
| Q2 24 | 13.0% | 11.1% | ||
| Q1 24 | 16.6% | 5.8% |
每股收益（稀释后）LOGIRL
| Q4 25 | $1.69 | $5.82 | ||
| Q3 25 | $1.15 | $3.32 | ||
| Q2 25 | $0.98 | $3.52 | ||
| Q1 25 | $0.94 | $2.03 | ||
| Q4 24 | $1.32 | $4.66 | ||
| Q3 24 | $0.95 | $2.31 | ||
| Q2 24 | $0.92 | $2.61 | ||
| Q1 24 | $1.07 | $1.37 |
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 | $1.8B | $2.3B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.3B | $2.9B |
| 总资产 | $4.1B | $7.8B |
| 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LOGIRL
| Q4 25 | $1.8B | $2.3B | ||
| Q3 25 | $1.4B | $1.6B | ||
| Q2 25 | $1.5B | $2.3B | ||
| Q1 25 | $1.5B | $2.1B | ||
| Q4 24 | $1.5B | $2.1B | ||
| Q3 24 | $1.4B | $1.7B | ||
| Q2 24 | $1.5B | $1.8B | ||
| Q1 24 | $1.5B | $1.8B |
股东权益LOGIRL
| Q4 25 | $2.3B | $2.9B | ||
| Q3 25 | $2.1B | $2.6B | ||
| Q2 25 | $2.2B | $2.5B | ||
| Q1 25 | $2.1B | $2.6B | ||
| Q4 24 | $2.1B | $2.5B | ||
| Q3 24 | $2.1B | $2.4B | ||
| Q2 24 | $2.2B | $2.4B | ||
| Q1 24 | $2.2B | $2.5B |
总资产LOGIRL
| Q4 25 | $4.1B | $7.8B | ||
| Q3 25 | $3.7B | $7.3B | ||
| Q2 25 | $3.7B | $7.8B | ||
| Q1 25 | $3.5B | $7.0B | ||
| Q4 24 | $3.7B | $7.1B | ||
| Q3 24 | $3.6B | $6.8B | ||
| Q2 24 | $3.7B | $6.6B | ||
| Q1 24 | $3.6B | $6.6B |
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 | $480.5M | $779.6M |
| 自由现金流经营现金流 - 资本支出 | $465.6M | $704.0M |
| 自由现金流率自由现金流/营收 | 32.8% | 29.3% |
| 资本支出强度资本支出/营收 | 1.0% | 3.1% |
| 现金转化率经营现金流/净利润 | 1.91× | 2.16× |
| 过去12个月自由现金流最近4个季度 | $903.6M | $694.5M |
8季度趋势，按日历期对齐
经营现金流LOGIRL
| Q4 25 | $480.5M | $779.6M | ||
| Q3 25 | $228.8M | $53.2M | ||
| Q2 25 | $125.0M | $176.1M | ||
| Q1 25 | $129.7M | $122.2M | ||
| Q4 24 | $370.9M | $738.4M | ||
| Q3 24 | $166.0M | $97.2M | ||
| Q2 24 | $176.0M | $277.3M | ||
| Q1 24 | $239.1M | — |
自由现金流LOGIRL
| Q4 25 | $465.6M | $704.0M | ||
| Q3 25 | $212.3M | $-40.6M | ||
| Q2 25 | $108.8M | $-11.2M | ||
| Q1 25 | $116.9M | $42.3M | ||
| Q4 24 | $356.6M | $677.2M | ||
| Q3 24 | $151.5M | $55.5M | ||
| Q2 24 | $161.4M | $243.9M | ||
| Q1 24 | $228.8M | — |
自由现金流率LOGIRL
| Q4 25 | 32.8% | 29.3% | ||
| Q3 25 | 17.9% | -2.0% | ||
| Q2 25 | 9.5% | -0.7% | ||
| Q1 25 | 11.6% | 2.5% | ||
| Q4 24 | 26.6% | 31.6% | ||
| Q3 24 | 13.6% | 3.2% | ||
| Q2 24 | 14.8% | 16.1% | ||
| Q1 24 | 22.6% | — |
资本支出强度LOGIRL
| Q4 25 | 1.0% | 3.1% | ||
| Q3 25 | 1.4% | 4.7% | ||
| Q2 25 | 1.4% | 10.9% | ||
| Q1 25 | 1.3% | 4.7% | ||
| Q4 24 | 1.1% | 2.9% | ||
| Q3 24 | 1.3% | 2.4% | ||
| Q2 24 | 1.3% | 2.2% | ||
| Q1 24 | 1.0% | — |
现金转化率LOGIRL
| Q4 25 | 1.91× | 2.16× | ||
| Q3 25 | 1.34× | 0.26× | ||
| Q2 25 | 0.86× | 0.80× | ||
| Q1 25 | 0.90× | 0.95× | ||
| Q4 24 | 1.85× | 2.48× | ||
| Q3 24 | 1.14× | 0.66× | ||
| Q2 24 | 1.24× | 1.64× | ||
| Q1 24 | 1.43× | — |
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
LOGI
| Retail Gaming | $482.7M | 34% |
| Retail Keyboards Desktops | $254.6M | 18% |
| Retail Pointing Devices | $241.2M | 17% |
| Retail Video Collaboration | $193.3M | 14% |
| Retail Tablet And Other Accessories | $93.6M | 7% |
| Retail Webcams | $82.3M | 6% |
| Retail Headsets | $45.9M | 3% |
| Other Retail Products | $28.0M | 2% |
RL
暂无分部数据
