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蓝威斯顿（LW）与URBAN OUTFITTERS INC（URBN）财务数据对比。点击上方公司名可切换其他公司
蓝威斯顿的季度营收约是URBAN OUTFITTERS INC的1.0倍（$1.6B vs $1.5B），URBAN OUTFITTERS INC净利率更高（7.6% vs 3.5%，领先4.2%），URBAN OUTFITTERS INC同比增速更快（12.3% vs 2.9%），URBAN OUTFITTERS INC自由现金流更多（$-22.8M vs $-36.3M），过去两年URBAN OUTFITTERS INC的营收复合增速更高（1.4% vs -1.5%）
蓝威斯顿控股是美国食品加工企业，为全球规模最大的冷冻薯条、华夫薯条及其他冷冻马铃薯制品的生产商与加工商之一，总部坐落于爱达荷州博伊西市郊的伊格尔市。
URBN是总部位于美国宾夕法尼亚州费城的跨国生活方式零售企业，旗下Urban Outfitters品牌面向年轻消费群体，产品涵盖男女时装、鞋履、美妆个护、配饰、运动服饰装备、家居用品及音乐周边等，业务覆盖美国、英国、加拿大、部分西欧国家、波兰、阿联酋、科威特、卡塔尔等市场。
LW vs URBN — 直观对比
营收规模更大
LW
是对方的1.0倍
$1.5B
营收增速更快
URBN
高出9.4%
2.9%
净利率更高
URBN
高出4.2%
3.5%
自由现金流更多
URBN
多$13.5M
$-36.3M
两年增速更快
URBN
近两年复合增速
-1.5%
损益表 — Q3 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.6B | $1.5B |
| 净利润 | $54.0M | $116.4M |
| 毛利率 | 21.2% | 36.8% |
| 营业利润率 | 8.1% | 9.4% |
| 净利率 | 3.5% | 7.6% |
| 营收同比 | 2.9% | 12.3% |
| 净利润同比 | -63.0% | 13.1% |
| 每股收益（稀释后） | $0.39 | $1.28 |
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LWURBN
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $1.5B | ||
| Q3 25 | $1.7B | $1.5B | ||
| Q2 25 | $1.7B | $1.3B | ||
| Q1 25 | $1.5B | $1.6B | ||
| Q4 24 | $1.6B | $1.4B | ||
| Q3 24 | $1.7B | $1.4B | ||
| Q2 24 | $1.6B | $1.2B |
净利润LWURBN
| Q1 26 | $54.0M | — | ||
| Q4 25 | $62.1M | $116.4M | ||
| Q3 25 | $64.3M | $143.9M | ||
| Q2 25 | $119.9M | $108.3M | ||
| Q1 25 | $146.0M | $120.3M | ||
| Q4 24 | $-36.1M | $102.9M | ||
| Q3 24 | $127.4M | $117.5M | ||
| Q2 24 | $129.6M | $61.8M |
毛利率LWURBN
| Q1 26 | 21.2% | — | ||
| Q4 25 | 20.0% | 36.8% | ||
| Q3 25 | 20.6% | 37.6% | ||
| Q2 25 | 20.4% | 36.8% | ||
| Q1 25 | 27.8% | 32.3% | ||
| Q4 24 | 17.4% | 36.5% | ||
| Q3 24 | 21.5% | 36.5% | ||
| Q2 24 | 24.1% | 34.0% |
营业利润率LWURBN
| Q1 26 | 8.1% | — | ||
| Q4 25 | 8.6% | 9.4% | ||
| Q3 25 | 9.4% | 11.6% | ||
| Q2 25 | 11.1% | 9.6% | ||
| Q1 25 | 16.4% | 7.7% | ||
| Q4 24 | 1.2% | 9.4% | ||
| Q3 24 | 12.8% | 10.7% | ||
| Q2 24 | 13.2% | 6.2% |
净利率LWURBN
| Q1 26 | 3.5% | — | ||
| Q4 25 | 3.8% | 7.6% | ||
| Q3 25 | 3.9% | 9.6% | ||
| Q2 25 | 7.2% | 8.1% | ||
| Q1 25 | 9.6% | 7.4% | ||
| Q4 24 | -2.3% | 7.6% | ||
| Q3 24 | 7.7% | 8.7% | ||
| Q2 24 | 8.0% | 5.1% |
每股收益（稀释后）LWURBN
| Q1 26 | $0.39 | — | ||
| Q4 25 | $0.44 | $1.28 | ||
| Q3 25 | $0.46 | $1.58 | ||
| Q2 25 | $0.84 | $1.16 | ||
| Q1 25 | $1.03 | $1.27 | ||
| Q4 24 | $-0.25 | $1.10 | ||
| Q3 24 | $0.88 | $1.24 | ||
| Q2 24 | $0.89 | $0.65 |
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 | $57.5M | $306.6M |
| 总债务越低越好 | $3.6B | — |
| 股东权益账面价值 | $1.8B | $2.7B |
| 总资产 | $7.4B | $4.9B |
| 负债/权益比越低杠杆越低 | 1.99× | — |
8季度趋势，按日历期对齐
现金及短期投资LWURBN
| Q1 26 | $57.5M | — | ||
| Q4 25 | $82.7M | $306.6M | ||
| Q3 25 | $98.6M | $332.2M | ||
| Q2 25 | $70.7M | $189.4M | ||
| Q1 25 | $67.5M | $290.5M | ||
| Q4 24 | $79.0M | $182.5M | ||
| Q3 24 | $120.8M | $209.1M | ||
| Q2 24 | $71.4M | $174.0M |
总债务LWURBN
| Q1 26 | $3.6B | — | ||
| Q4 25 | $3.6B | — | ||
| Q3 25 | $3.7B | — | ||
| Q2 25 | $3.7B | — | ||
| Q1 25 | $3.7B | — | ||
| Q4 24 | $3.7B | — | ||
| Q3 24 | $3.4B | — | ||
| Q2 24 | $3.4B | — |
股东权益LWURBN
| Q1 26 | $1.8B | — | ||
| Q4 25 | $1.8B | $2.7B | ||
| Q3 25 | $1.8B | $2.6B | ||
| Q2 25 | $1.7B | $2.4B | ||
| Q1 25 | $1.6B | $2.5B | ||
| Q4 24 | $1.6B | $2.4B | ||
| Q3 24 | $1.8B | $2.2B | ||
| Q2 24 | $1.8B | $2.2B |
总资产LWURBN
| Q1 26 | $7.4B | — | ||
| Q4 25 | $7.3B | $4.9B | ||
| Q3 25 | $7.2B | $4.7B | ||
| Q2 25 | $7.4B | $4.5B | ||
| Q1 25 | $7.4B | $4.5B | ||
| Q4 24 | $7.5B | $4.5B | ||
| Q3 24 | $7.5B | $4.3B | ||
| Q2 24 | $7.4B | $4.2B |
负债/权益比LWURBN
| Q1 26 | 1.99× | — | ||
| Q4 25 | 2.08× | — | ||
| Q3 25 | 2.05× | — | ||
| Q2 25 | 2.12× | — | ||
| Q1 25 | 2.25× | — | ||
| Q4 24 | 2.26× | — | ||
| Q3 24 | 1.87× | — | ||
| Q2 24 | 1.92× | — |
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 | $65.2M | $61.1M |
| 自由现金流经营现金流 - 资本支出 | $-36.3M | $-22.8M |
| 自由现金流率自由现金流/营收 | -2.3% | -1.5% |
| 资本支出强度资本支出/营收 | 6.5% | 5.5% |
| 现金转化率经营现金流/净利润 | 1.21× | 0.53× |
| 过去12个月自由现金流最近4个季度 | $569.2M | $402.7M |
8季度趋势，按日历期对齐
经营现金流LWURBN
| Q1 26 | $65.2M | — | ||
| Q4 25 | $178.4M | $61.1M | ||
| Q3 25 | $352.0M | $218.0M | ||
| Q2 25 | $868.3M | $33.0M | ||
| Q1 25 | $56.0M | $320.5M | ||
| Q4 24 | $99.1M | $18.5M | ||
| Q3 24 | $330.2M | $105.3M | ||
| Q2 24 | $798.2M | $58.6M |
自由现金流LWURBN
| Q1 26 | $-36.3M | — | ||
| Q4 25 | $101.0M | $-22.8M | ||
| Q3 25 | $274.4M | $156.6M | ||
| Q2 25 | $230.1M | $-13.1M | ||
| Q1 25 | $-19.8M | $281.9M | ||
| Q4 24 | $-49.6M | $-26.6M | ||
| Q3 24 | $4.3M | $47.5M | ||
| Q2 24 | $-131.3M | $17.5M |
自由现金流率LWURBN
| Q1 26 | -2.3% | — | ||
| Q4 25 | 6.2% | -1.5% | ||
| Q3 25 | 16.5% | 10.4% | ||
| Q2 25 | 13.7% | -1.0% | ||
| Q1 25 | -1.3% | 17.2% | ||
| Q4 24 | -3.1% | -2.0% | ||
| Q3 24 | 0.3% | 3.5% | ||
| Q2 24 | -8.1% | 1.5% |
资本支出强度LWURBN
| Q1 26 | 6.5% | — | ||
| Q4 25 | 4.8% | 5.5% | ||
| Q3 25 | 4.7% | 4.1% | ||
| Q2 25 | 38.1% | 3.5% | ||
| Q1 25 | 5.0% | 2.4% | ||
| Q4 24 | 9.3% | 3.3% | ||
| Q3 24 | 19.7% | 4.3% | ||
| Q2 24 | 57.7% | 3.4% |
现金转化率LWURBN
| Q1 26 | 1.21× | — | ||
| Q4 25 | 2.87× | 0.53× | ||
| Q3 25 | 5.47× | 1.52× | ||
| Q2 25 | 7.24× | 0.30× | ||
| Q1 25 | 0.38× | 2.66× | ||
| Q4 24 | — | 0.18× | ||
| Q3 24 | 2.59× | 0.90× | ||
| Q2 24 | 6.16× | 0.95× |
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
LW
| Segments North America | $1.0B | 66% |
| Segments International | $529.8M | 34% |
URBN
| Apparel | $861.4M | 56% |
| Home | $187.0M | 12% |
| Accessories | $182.6M | 12% |
| Subscription Operations | $144.6M | 9% |
| Wholesale Operations | $88.3M | 6% |
| Other | $65.3M | 4% |
