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露露乐蒙（LULU）与Masco（MAS）财务数据对比。点击上方公司名可切换其他公司
露露乐蒙的季度营收约是Masco的1.3倍（$2.6B vs $1.9B），露露乐蒙净利率更高（12.0% vs 11.9%，领先0.1%），露露乐蒙同比增速更快（7.1% vs 6.5%），过去两年Masco的营收复合增速更高（-4.2% vs -10.5%）
露露乐蒙是源自美国和加拿大的跨国运动服饰零售商，1998年成立初期主打瑜伽裤及其他瑜伽服饰，目前已拓展业务至运动装备、休闲服饰、配件及个护产品，总部位于加拿大不列颠哥伦比亚省温哥华，共拥有767家线下门店，同时开设官方网站提供线上销售服务。
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。
LULU vs MAS — 直观对比
营收规模更大
LULU
是对方的1.3倍
$1.9B
营收增速更快
LULU
高出0.6%
6.5%
净利率更高
LULU
高出0.1%
11.9%
两年增速更快
MAS
近两年复合增速
-10.5%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.6B | $1.9B |
| 净利润 | $306.8M | $228.0M |
| 毛利率 | 55.6% | 35.8% |
| 营业利润率 | 17.0% | 16.5% |
| 净利率 | 12.0% | 11.9% |
| 营收同比 | 7.1% | 6.5% |
| 净利润同比 | -12.8% | 14.5% |
| 每股收益（稀释后） | $2.59 | — |
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LULUMAS
| Q1 26 | — | $1.9B | ||
| Q4 25 | $2.6B | $1.8B | ||
| Q3 25 | $2.5B | $1.9B | ||
| Q2 25 | $2.4B | $2.1B | ||
| Q1 25 | $3.6B | $1.8B | ||
| Q4 24 | $2.4B | $1.8B | ||
| Q3 24 | $2.4B | $2.0B | ||
| Q2 24 | $2.2B | $2.1B |
净利润LULUMAS
| Q1 26 | — | $228.0M | ||
| Q4 25 | $306.8M | $165.0M | ||
| Q3 25 | $370.9M | $189.0M | ||
| Q2 25 | $314.6M | $270.0M | ||
| Q1 25 | $748.4M | $186.0M | ||
| Q4 24 | $351.9M | $182.0M | ||
| Q3 24 | $392.9M | $167.0M | ||
| Q2 24 | $321.4M | $258.0M |
毛利率LULUMAS
| Q1 26 | — | 35.8% | ||
| Q4 25 | 55.6% | 33.9% | ||
| Q3 25 | 58.5% | 34.2% | ||
| Q2 25 | 58.3% | 37.6% | ||
| Q1 25 | 60.4% | 35.8% | ||
| Q4 24 | 58.5% | 34.8% | ||
| Q3 24 | 59.6% | 36.6% | ||
| Q2 24 | 57.7% | 37.5% |
营业利润率LULUMAS
| Q1 26 | — | 16.5% | ||
| Q4 25 | 17.0% | 13.8% | ||
| Q3 25 | 20.7% | 15.8% | ||
| Q2 25 | 18.5% | 20.1% | ||
| Q1 25 | 28.9% | 15.9% | ||
| Q4 24 | 20.5% | 15.9% | ||
| Q3 24 | 22.8% | 18.0% | ||
| Q2 24 | 19.6% | 19.0% |
净利率LULUMAS
| Q1 26 | — | 11.9% | ||
| Q4 25 | 12.0% | 9.2% | ||
| Q3 25 | 14.7% | 9.9% | ||
| Q2 25 | 13.3% | 13.2% | ||
| Q1 25 | 20.7% | 10.3% | ||
| Q4 24 | 14.7% | 10.0% | ||
| Q3 24 | 16.6% | 8.4% | ||
| Q2 24 | 14.6% | 12.3% |
每股收益（稀释后）LULUMAS
| Q1 26 | — | — | ||
| Q4 25 | $2.59 | $0.81 | ||
| Q3 25 | $3.10 | $0.90 | ||
| Q2 25 | $2.60 | $1.28 | ||
| Q1 25 | $6.08 | $0.87 | ||
| Q4 24 | $2.87 | $0.85 | ||
| Q3 24 | $3.15 | $0.77 | ||
| Q2 24 | $2.54 | $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 | — | — |
| 总债务越低越好 | — | $2.9B |
| 股东权益账面价值 | $4.5B | $27.0M |
| 总资产 | $8.0B | $5.2B |
| 负债/权益比越低杠杆越低 | — | 109.07× |
8季度趋势，按日历期对齐
现金及短期投资LULUMAS
| Q1 26 | — | — | ||
| Q4 25 | — | $647.0M | ||
| Q3 25 | — | $559.0M | ||
| Q2 25 | — | $390.0M | ||
| Q1 25 | — | $377.0M | ||
| Q4 24 | — | $634.0M | ||
| Q3 24 | — | $646.0M | ||
| Q2 24 | — | $398.0M |
总债务LULUMAS
| Q1 26 | — | $2.9B | ||
| Q4 25 | — | $2.9B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $2.9B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益LULUMAS
| Q1 26 | — | $27.0M | ||
| Q4 25 | $4.5B | $-185.0M | ||
| Q3 25 | $4.4B | $-78.0M | ||
| Q2 25 | $4.3B | $-84.0M | ||
| Q1 25 | $4.3B | $-254.0M | ||
| Q4 24 | $4.0B | $-279.0M | ||
| Q3 24 | $4.0B | $-88.0M | ||
| Q2 24 | $4.2B | $-26.0M |
总资产LULUMAS
| Q1 26 | — | $5.2B | ||
| Q4 25 | $8.0B | $5.2B | ||
| Q3 25 | $7.5B | $5.3B | ||
| Q2 25 | $7.4B | $5.3B | ||
| Q1 25 | $7.6B | $5.1B | ||
| Q4 24 | $7.1B | $5.0B | ||
| Q3 24 | $6.7B | $5.3B | ||
| Q2 24 | $6.8B | $5.4B |
负债/权益比LULUMAS
| Q1 26 | — | 109.07× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $249.9M | — |
| 自由现金流经营现金流 - 资本支出 | $82.4M | — |
| 自由现金流率自由现金流/营收 | 3.2% | — |
| 资本支出强度资本支出/营收 | 6.5% | 1.8% |
| 现金转化率经营现金流/净利润 | 0.81× | — |
| 过去12个月自由现金流最近4个季度 | $1.1B | — |
8季度趋势，按日历期对齐
经营现金流LULUMAS
| Q1 26 | — | — | ||
| Q4 25 | $249.9M | $418.0M | ||
| Q3 25 | $328.7M | $456.0M | ||
| Q2 25 | $-119.0M | $306.0M | ||
| Q1 25 | $1.4B | $-158.0M | ||
| Q4 24 | $300.7M | $407.0M | ||
| Q3 24 | $443.1M | $416.0M | ||
| Q2 24 | $127.5M | $346.0M |
自由现金流LULUMAS
| Q1 26 | — | — | ||
| Q4 25 | $82.4M | $371.0M | ||
| Q3 25 | $150.8M | $415.0M | ||
| Q2 25 | $-271.2M | $270.0M | ||
| Q1 25 | $1.2B | $-190.0M | ||
| Q4 24 | $122.2M | $351.0M | ||
| Q3 24 | $298.1M | $378.0M | ||
| Q2 24 | $-3.2M | $303.0M |
自由现金流率LULUMAS
| Q1 26 | — | — | ||
| Q4 25 | 3.2% | 20.7% | ||
| Q3 25 | 6.0% | 21.6% | ||
| Q2 25 | -11.4% | 13.2% | ||
| Q1 25 | 32.3% | -10.5% | ||
| Q4 24 | 5.1% | 19.2% | ||
| Q3 24 | 12.6% | 19.1% | ||
| Q2 24 | -0.1% | 14.5% |
资本支出强度LULUMAS
| Q1 26 | — | 1.8% | ||
| Q4 25 | 6.5% | 2.6% | ||
| Q3 25 | 7.0% | 2.1% | ||
| Q2 25 | 6.4% | 1.8% | ||
| Q1 25 | 6.5% | 1.8% | ||
| Q4 24 | 7.4% | 3.1% | ||
| Q3 24 | 6.1% | 1.9% | ||
| Q2 24 | 5.9% | 2.1% |
现金转化率LULUMAS
| Q1 26 | — | — | ||
| Q4 25 | 0.81× | 2.53× | ||
| Q3 25 | 0.89× | 2.41× | ||
| Q2 25 | -0.38× | 1.13× | ||
| Q1 25 | 1.87× | -0.85× | ||
| Q4 24 | 0.85× | 2.24× | ||
| Q3 24 | 1.13× | 2.49× | ||
| Q2 24 | 0.40× | 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
LULU
| Womens Apparel | $1.6B | 64% |
| Mens Apparel | $596.2M | 23% |
| Accessories And Other Categories | $324.7M | 13% |
MAS
暂无分部数据
