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露露乐蒙（LULU）与Raymond James Financial（RJF）财务数据对比。点击上方公司名可切换其他公司
Raymond James Financial的季度营收约是露露乐蒙的1.5倍（$3.9B vs $2.6B），Raymond James Financial净利率更高（14.1% vs 12.0%，领先2.1%），Raymond James Financial同比增速更快（13.0% vs 7.1%），过去两年Raymond James Financial的营收复合增速更高（1.3% 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。
雷蒙德詹姆斯金融是美国跨国独立投资银行及金融服务机构，通过旗下子公司为个人、企业及市政主体提供多元金融服务，核心业务覆盖投资与财务规划、投资银行、资产管理等领域，总部位于美国佛罗里达州圣彼得堡。
LULU vs RJF — 直观对比
营收规模更大
RJF
是对方的1.5倍
$2.6B
营收增速更快
RJF
高出5.9%
7.1%
净利率更高
RJF
高出2.1%
12.0%
两年增速更快
RJF
近两年复合增速
-10.5%
损益表 — Q3 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.6B | $3.9B |
| 净利润 | $306.8M | $544.0M |
| 毛利率 | 55.6% | — |
| 营业利润率 | 17.0% | — |
| 净利率 | 12.0% | 14.1% |
| 营收同比 | 7.1% | 13.0% |
| 净利润同比 | -12.8% | 10.0% |
| 每股收益（稀释后） | $2.59 | $2.83 |
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LULURJF
| Q1 26 | — | $3.9B | ||
| Q4 25 | $2.6B | $4.2B | ||
| Q3 25 | $2.5B | $4.2B | ||
| Q2 25 | $2.4B | $3.8B | ||
| Q1 25 | $3.6B | $3.8B | ||
| Q4 24 | $2.4B | $4.0B | ||
| Q3 24 | $2.4B | $4.0B | ||
| Q2 24 | $2.2B | $3.8B |
净利润LULURJF
| Q1 26 | — | $544.0M | ||
| Q4 25 | $306.8M | $563.0M | ||
| Q3 25 | $370.9M | $604.0M | ||
| Q2 25 | $314.6M | $436.0M | ||
| Q1 25 | $748.4M | $495.0M | ||
| Q4 24 | $351.9M | $600.0M | ||
| Q3 24 | $392.9M | $602.0M | ||
| Q2 24 | $321.4M | $492.0M |
毛利率LULURJF
| Q1 26 | — | — | ||
| Q4 25 | 55.6% | — | ||
| Q3 25 | 58.5% | — | ||
| Q2 25 | 58.3% | — | ||
| Q1 25 | 60.4% | — | ||
| Q4 24 | 58.5% | — | ||
| Q3 24 | 59.6% | — | ||
| Q2 24 | 57.7% | — |
营业利润率LULURJF
| Q1 26 | — | — | ||
| Q4 25 | 17.0% | — | ||
| Q3 25 | 20.7% | — | ||
| Q2 25 | 18.5% | 14.7% | ||
| Q1 25 | 28.9% | 17.5% | ||
| Q4 24 | 20.5% | 18.6% | ||
| Q3 24 | 22.8% | — | ||
| Q2 24 | 19.6% | 17.1% |
净利率LULURJF
| Q1 26 | — | 14.1% | ||
| Q4 25 | 12.0% | 13.5% | ||
| Q3 25 | 14.7% | 14.4% | ||
| Q2 25 | 13.3% | 11.3% | ||
| Q1 25 | 20.7% | 12.9% | ||
| Q4 24 | 14.7% | 14.9% | ||
| Q3 24 | 16.6% | 15.0% | ||
| Q2 24 | 14.6% | 13.1% |
每股收益（稀释后）LULURJF
| Q1 26 | — | $2.83 | ||
| Q4 25 | $2.59 | $2.79 | ||
| Q3 25 | $3.10 | $2.96 | ||
| Q2 25 | $2.60 | $2.12 | ||
| Q1 25 | $6.08 | $2.36 | ||
| Q4 24 | $2.87 | $2.86 | ||
| Q3 24 | $3.15 | $2.85 | ||
| Q2 24 | $2.54 | $2.31 |
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 | — | $5.4B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $4.5B | $52.0M |
| 总资产 | $8.0B | $91.9B |
| 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LULURJF
| Q1 26 | — | $5.4B | ||
| Q4 25 | — | $9.9B | ||
| Q3 25 | — | $11.4B | ||
| Q2 25 | — | $9.2B | ||
| Q1 25 | — | $9.7B | ||
| Q4 24 | — | $10.0B | ||
| Q3 24 | — | $11.0B | ||
| Q2 24 | — | $9.1B |
股东权益LULURJF
| Q1 26 | — | $52.0M | ||
| Q4 25 | $4.5B | $12.6B | ||
| Q3 25 | $4.4B | $12.5B | ||
| Q2 25 | $4.3B | $12.3B | ||
| Q1 25 | $4.3B | $12.2B | ||
| Q4 24 | $4.0B | $11.9B | ||
| Q3 24 | $4.0B | $11.7B | ||
| Q2 24 | $4.2B | $11.2B |
总资产LULURJF
| Q1 26 | — | $91.9B | ||
| Q4 25 | $8.0B | $88.8B | ||
| Q3 25 | $7.5B | $88.2B | ||
| Q2 25 | $7.4B | $84.8B | ||
| Q1 25 | $7.6B | $83.1B | ||
| Q4 24 | $7.1B | $82.3B | ||
| Q3 24 | $6.7B | $83.0B | ||
| Q2 24 | $6.8B | $80.6B |
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 | $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% | — |
| 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LULURJF
| Q1 26 | — | — | ||
| Q4 25 | $249.9M | $-10.0M | ||
| Q3 25 | $328.7M | $796.0M | ||
| Q2 25 | $-119.0M | $691.0M | ||
| Q1 25 | $1.4B | $117.0M | ||
| Q4 24 | $300.7M | $830.0M | ||
| Q3 24 | $443.1M | $510.0M | ||
| Q2 24 | $127.5M | $711.0M |
自由现金流LULURJF
| Q1 26 | — | — | ||
| Q4 25 | $82.4M | $-56.0M | ||
| Q3 25 | $150.8M | $752.0M | ||
| Q2 25 | $-271.2M | $634.0M | ||
| Q1 25 | $1.2B | $71.0M | ||
| Q4 24 | $122.2M | $789.0M | ||
| Q3 24 | $298.1M | $460.0M | ||
| Q2 24 | $-3.2M | $655.0M |
自由现金流率LULURJF
| Q1 26 | — | — | ||
| Q4 25 | 3.2% | -1.3% | ||
| Q3 25 | 6.0% | 17.9% | ||
| Q2 25 | -11.4% | 16.5% | ||
| Q1 25 | 32.3% | 1.8% | ||
| Q4 24 | 5.1% | 19.6% | ||
| Q3 24 | 12.6% | 11.5% | ||
| Q2 24 | -0.1% | 17.4% |
资本支出强度LULURJF
| Q1 26 | — | — | ||
| Q4 25 | 6.5% | 1.1% | ||
| Q3 25 | 7.0% | 1.1% | ||
| Q2 25 | 6.4% | 1.5% | ||
| Q1 25 | 6.5% | 1.2% | ||
| Q4 24 | 7.4% | 1.0% | ||
| Q3 24 | 6.1% | 1.2% | ||
| Q2 24 | 5.9% | 1.5% |
现金转化率LULURJF
| Q1 26 | — | — | ||
| Q4 25 | 0.81× | -0.02× | ||
| Q3 25 | 0.89× | 1.32× | ||
| Q2 25 | -0.38× | 1.58× | ||
| Q1 25 | 1.87× | 0.24× | ||
| Q4 24 | 0.85× | 1.38× | ||
| Q3 24 | 1.13× | 0.85× | ||
| Q2 24 | 0.40× | 1.45× |
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% |
RJF
| Private Client Group | $2.8B | 73% |
| Bank | $486.0M | 13% |
| Capital Markets | $464.0M | 12% |
| Other | $99.0M | 3% |
