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露露乐蒙（LULU）与国民油井华高（NOV）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国民油井华高的1.3倍（$2.6B vs $2.1B），露露乐蒙净利率更高（12.0% vs 1.0%，领先11.0%），露露乐蒙同比增速更快（7.1% vs -9.9%），露露乐蒙自由现金流更多（$82.4M vs $51.0M），过去两年国民油井华高的营收复合增速更高（-3.8% 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。
NOV Inc.（前称国民油井华高）是总部位于美国得克萨斯州休斯顿的跨国企业，为上游油气行业提供钻探及生产作业所需的设备零部件、油田服务及供应链整合服务，在六大洲布局超500个运营点，下设能源设备、能源产品与服务两大业务板块。
LULU vs NOV — 直观对比
营收规模更大
LULU
是对方的1.3倍
$2.1B
营收增速更快
LULU
高出16.9%
-9.9%
净利率更高
LULU
高出11.0%
1.0%
自由现金流更多
LULU
多$31.4M
$51.0M
两年增速更快
NOV
近两年复合增速
-10.5%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.6B | $2.1B |
| 净利润 | $306.8M | $20.0M |
| 毛利率 | 55.6% | 18.5% |
| 营业利润率 | 17.0% | 2.3% |
| 净利率 | 12.0% | 1.0% |
| 营收同比 | 7.1% | -9.9% |
| 净利润同比 | -12.8% | -73.0% |
| 每股收益（稀释后） | $2.59 | $0.05 |
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LULUNOV
| Q1 26 | — | $2.1B | ||
| Q4 25 | $2.6B | $2.3B | ||
| Q3 25 | $2.5B | $2.2B | ||
| Q2 25 | $2.4B | $2.2B | ||
| Q1 25 | $3.6B | $2.1B | ||
| Q4 24 | $2.4B | $2.3B | ||
| Q3 24 | $2.4B | $2.2B | ||
| Q2 24 | $2.2B | $2.2B |
净利润LULUNOV
| Q1 26 | — | $20.0M | ||
| Q4 25 | $306.8M | $-78.0M | ||
| Q3 25 | $370.9M | $42.0M | ||
| Q2 25 | $314.6M | $108.0M | ||
| Q1 25 | $748.4M | $73.0M | ||
| Q4 24 | $351.9M | $160.0M | ||
| Q3 24 | $392.9M | $130.0M | ||
| Q2 24 | $321.4M | $226.0M |
毛利率LULUNOV
| Q1 26 | — | 18.5% | ||
| Q4 25 | 55.6% | 20.3% | ||
| Q3 25 | 58.5% | 18.9% | ||
| Q2 25 | 58.3% | 20.4% | ||
| Q1 25 | 60.4% | 21.3% | ||
| Q4 24 | 58.5% | 21.4% | ||
| Q3 24 | 59.6% | 21.4% | ||
| Q2 24 | 57.7% | 26.6% |
营业利润率LULUNOV
| Q1 26 | — | 2.3% | ||
| Q4 25 | 17.0% | 4.0% | ||
| Q3 25 | 20.7% | 4.9% | ||
| Q2 25 | 18.5% | 6.5% | ||
| Q1 25 | 28.9% | 7.2% | ||
| Q4 24 | 20.5% | 9.0% | ||
| Q3 24 | 22.8% | 8.9% | ||
| Q2 24 | 19.6% | 14.1% |
净利率LULUNOV
| Q1 26 | — | 1.0% | ||
| Q4 25 | 12.0% | -3.4% | ||
| Q3 25 | 14.7% | 1.9% | ||
| Q2 25 | 13.3% | 4.9% | ||
| Q1 25 | 20.7% | 3.5% | ||
| Q4 24 | 14.7% | 6.9% | ||
| Q3 24 | 16.6% | 5.9% | ||
| Q2 24 | 14.6% | 10.2% |
每股收益（稀释后）LULUNOV
| Q1 26 | — | $0.05 | ||
| Q4 25 | $2.59 | $-0.20 | ||
| Q3 25 | $3.10 | $0.11 | ||
| Q2 25 | $2.60 | $0.29 | ||
| Q1 25 | $6.08 | $0.19 | ||
| Q4 24 | $2.87 | $0.40 | ||
| Q3 24 | $3.15 | $0.33 | ||
| Q2 24 | $2.54 | $0.57 |
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 | — | $1.3B |
| 总债务越低越好 | — | $1.7B |
| 股东权益账面价值 | $4.5B | — |
| 总资产 | $8.0B | $11.1B |
| 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LULUNOV
| Q1 26 | — | $1.3B | ||
| Q4 25 | — | $1.6B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | — | $1.1B | ||
| Q1 25 | — | $1.2B | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | $985.0M | ||
| Q2 24 | — | $827.0M |
总债务LULUNOV
| Q1 26 | — | $1.7B | ||
| Q4 25 | — | $1.7B | ||
| Q3 25 | — | $1.7B | ||
| Q2 25 | — | $1.7B | ||
| Q1 25 | — | $1.7B | ||
| Q4 24 | — | $1.7B | ||
| Q3 24 | — | $1.7B | ||
| Q2 24 | — | $1.7B |
股东权益LULUNOV
| Q1 26 | — | — | ||
| Q4 25 | $4.5B | $6.3B | ||
| Q3 25 | $4.4B | $6.5B | ||
| Q2 25 | $4.3B | $6.5B | ||
| Q1 25 | $4.3B | $6.4B | ||
| Q4 24 | $4.0B | $6.4B | ||
| Q3 24 | $4.0B | $6.5B | ||
| Q2 24 | $4.2B | $6.4B |
总资产LULUNOV
| Q1 26 | — | $11.1B | ||
| Q4 25 | $8.0B | $11.3B | ||
| Q3 25 | $7.5B | $11.3B | ||
| Q2 25 | $7.4B | $11.4B | ||
| Q1 25 | $7.6B | $11.3B | ||
| Q4 24 | $7.1B | $11.4B | ||
| Q3 24 | $6.7B | $11.4B | ||
| Q2 24 | $6.8B | $11.3B |
负债/权益比LULUNOV
| Q1 26 | — | — | ||
| Q4 25 | — | 0.27× | ||
| Q3 25 | — | 0.27× | ||
| Q2 25 | — | 0.27× | ||
| Q1 25 | — | 0.27× | ||
| Q4 24 | — | 0.27× | ||
| Q3 24 | — | 0.27× | ||
| Q2 24 | — | 0.27× |
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 | $51.0M |
| 自由现金流率自由现金流/营收 | 3.2% | 2.5% |
| 资本支出强度资本支出/营收 | 6.5% | — |
| 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 | $876.0M |
8季度趋势，按日历期对齐
经营现金流LULUNOV
| Q1 26 | — | — | ||
| Q4 25 | $249.9M | $573.0M | ||
| Q3 25 | $328.7M | $352.0M | ||
| Q2 25 | $-119.0M | $191.0M | ||
| Q1 25 | $1.4B | $135.0M | ||
| Q4 24 | $300.7M | $591.0M | ||
| Q3 24 | $443.1M | $359.0M | ||
| Q2 24 | $127.5M | $432.0M |
自由现金流LULUNOV
| Q1 26 | — | $51.0M | ||
| Q4 25 | $82.4M | $472.0M | ||
| Q3 25 | $150.8M | $245.0M | ||
| Q2 25 | $-271.2M | $108.0M | ||
| Q1 25 | $1.2B | $51.0M | ||
| Q4 24 | $122.2M | $473.0M | ||
| Q3 24 | $298.1M | $277.0M | ||
| Q2 24 | $-3.2M | $350.0M |
自由现金流率LULUNOV
| Q1 26 | — | 2.5% | ||
| Q4 25 | 3.2% | 20.7% | ||
| Q3 25 | 6.0% | 11.3% | ||
| Q2 25 | -11.4% | 4.9% | ||
| Q1 25 | 32.3% | 2.4% | ||
| Q4 24 | 5.1% | 20.5% | ||
| Q3 24 | 12.6% | 12.6% | ||
| Q2 24 | -0.1% | 15.8% |
资本支出强度LULUNOV
| Q1 26 | — | — | ||
| Q4 25 | 6.5% | 4.4% | ||
| Q3 25 | 7.0% | 4.9% | ||
| Q2 25 | 6.4% | 3.8% | ||
| Q1 25 | 6.5% | 4.0% | ||
| Q4 24 | 7.4% | 5.1% | ||
| Q3 24 | 6.1% | 3.7% | ||
| Q2 24 | 5.9% | 3.7% |
现金转化率LULUNOV
| Q1 26 | — | — | ||
| Q4 25 | 0.81× | — | ||
| Q3 25 | 0.89× | 8.38× | ||
| Q2 25 | -0.38× | 1.77× | ||
| Q1 25 | 1.87× | 1.85× | ||
| Q4 24 | 0.85× | 3.69× | ||
| Q3 24 | 1.13× | 2.76× | ||
| Q2 24 | 0.40× | 1.91× |
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% |
NOV
| Energy Equipment | $1.2B | 58% |
| Energy Products and Services | $897.0M | 44% |
