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拉夫劳伦（RL）与Toast, Inc.（TOST）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Toast, Inc.的1.5倍（$2.4B vs $1.6B），拉夫劳伦净利率更高（15.0% vs 6.2%，领先8.8%），Toast, Inc.同比增速更快（22.0% vs 12.2%），拉夫劳伦自由现金流更多（$704.0M vs $178.0M），过去两年拉夫劳伦的营收复合增速更高（23.9% vs 23.3%）
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。
Toast, Inc.是总部位于美国马萨诸塞州波士顿的云餐饮管理软件企业，主打基于安卓操作系统研发的一体化销售点（POS）系统，可为餐饮商家提供涵盖收银、订单管理等在内的全场景门店经营解决方案。
RL vs TOST — 直观对比
营收规模更大
RL
是对方的1.5倍
$1.6B
营收增速更快
TOST
高出9.8%
12.2%
净利率更高
RL
高出8.8%
6.2%
自由现金流更多
RL
多$526.0M
$178.0M
两年增速更快
RL
近两年复合增速
23.3%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.4B | $1.6B |
| 净利润 | $361.6M | $101.0M |
| 毛利率 | 69.9% | 25.9% |
| 营业利润率 | 19.6% | 5.2% |
| 净利率 | 15.0% | 6.2% |
| 营收同比 | 12.2% | 22.0% |
| 净利润同比 | 21.6% | 215.6% |
| 每股收益（稀释后） | $5.82 | $0.18 |
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RLTOST
| Q4 25 | $2.4B | $1.6B | ||
| Q3 25 | $2.0B | $1.6B | ||
| Q2 25 | $1.7B | $1.6B | ||
| Q1 25 | $1.7B | $1.3B | ||
| Q4 24 | $2.1B | $1.3B | ||
| Q3 24 | $1.7B | $1.3B | ||
| Q2 24 | $1.5B | $1.2B | ||
| Q1 24 | $1.6B | $1.1B |
净利润RLTOST
| Q4 25 | $361.6M | $101.0M | ||
| Q3 25 | $207.5M | $105.0M | ||
| Q2 25 | $220.4M | $80.0M | ||
| Q1 25 | $129.0M | $56.0M | ||
| Q4 24 | $297.4M | $32.0M | ||
| Q3 24 | $147.9M | $56.0M | ||
| Q2 24 | $168.6M | $14.0M | ||
| Q1 24 | $90.7M | $-83.0M |
毛利率RLTOST
| Q4 25 | 69.9% | 25.9% | ||
| Q3 25 | 68.0% | 26.5% | ||
| Q2 25 | 72.3% | 25.3% | ||
| Q1 25 | 68.7% | 25.9% | ||
| Q4 24 | 68.4% | 24.9% | ||
| Q3 24 | 67.0% | 24.7% | ||
| Q2 24 | 70.5% | 23.0% | ||
| Q1 24 | 66.6% | 23.2% |
营业利润率RLTOST
| Q4 25 | 19.6% | 5.2% | ||
| Q3 25 | 12.2% | 5.1% | ||
| Q2 25 | 15.9% | 5.2% | ||
| Q1 25 | 9.1% | 3.2% | ||
| Q4 24 | 18.2% | 2.5% | ||
| Q3 24 | 10.4% | 2.6% | ||
| Q2 24 | 13.8% | 0.4% | ||
| Q1 24 | 6.9% | -5.2% |
净利率RLTOST
| Q4 25 | 15.0% | 6.2% | ||
| Q3 25 | 10.3% | 6.4% | ||
| Q2 25 | 12.8% | 5.2% | ||
| Q1 25 | 7.6% | 4.2% | ||
| Q4 24 | 13.9% | 2.4% | ||
| Q3 24 | 8.6% | 4.3% | ||
| Q2 24 | 11.1% | 1.1% | ||
| Q1 24 | 5.8% | -7.7% |
每股收益（稀释后）RLTOST
| Q4 25 | $5.82 | $0.18 | ||
| Q3 25 | $3.32 | $0.16 | ||
| Q2 25 | $3.52 | $0.13 | ||
| Q1 25 | $2.03 | $0.09 | ||
| Q4 24 | $4.66 | $0.09 | ||
| Q3 24 | $2.31 | $0.07 | ||
| Q2 24 | $2.61 | $0.02 | ||
| Q1 24 | $1.37 | $-0.15 |
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 | $2.3B | $1.4B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.9B | $2.1B |
| 总资产 | $7.8B | $3.1B |
| 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RLTOST
| Q4 25 | $2.3B | $1.4B | ||
| Q3 25 | $1.6B | $1.4B | ||
| Q2 25 | $2.3B | $1.2B | ||
| Q1 25 | $2.1B | $1.0B | ||
| Q4 24 | $2.1B | $903.0M | ||
| Q3 24 | $1.7B | $761.0M | ||
| Q2 24 | $1.8B | $691.0M | ||
| Q1 24 | $1.8B | $578.0M |
股东权益RLTOST
| Q4 25 | $2.9B | $2.1B | ||
| Q3 25 | $2.6B | $2.0B | ||
| Q2 25 | $2.5B | $1.8B | ||
| Q1 25 | $2.6B | $1.7B | ||
| Q4 24 | $2.5B | $1.5B | ||
| Q3 24 | $2.4B | $1.4B | ||
| Q2 24 | $2.4B | $1.3B | ||
| Q1 24 | $2.5B | $1.2B |
总资产RLTOST
| Q4 25 | $7.8B | $3.1B | ||
| Q3 25 | $7.3B | $3.0B | ||
| Q2 25 | $7.8B | $2.8B | ||
| Q1 25 | $7.0B | $2.6B | ||
| Q4 24 | $7.1B | $2.4B | ||
| Q3 24 | $6.8B | $2.2B | ||
| Q2 24 | $6.6B | $2.2B | ||
| Q1 24 | $6.6B | $2.1B |
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 | $779.6M | $194.0M |
| 自由现金流经营现金流 - 资本支出 | $704.0M | $178.0M |
| 自由现金流率自由现金流/营收 | 29.3% | 10.9% |
| 资本支出强度资本支出/营收 | 3.1% | 1.0% |
| 现金转化率经营现金流/净利润 | 2.16× | 1.92× |
| 过去12个月自由现金流最近4个季度 | $694.5M | $608.0M |
8季度趋势，按日历期对齐
经营现金流RLTOST
| Q4 25 | $779.6M | $194.0M | ||
| Q3 25 | $53.2M | $165.0M | ||
| Q2 25 | $176.1M | $223.0M | ||
| Q1 25 | $122.2M | $79.0M | ||
| Q4 24 | $738.4M | $147.0M | ||
| Q3 24 | $97.2M | $109.0M | ||
| Q2 24 | $277.3M | $124.0M | ||
| Q1 24 | — | $-20.0M |
自由现金流RLTOST
| Q4 25 | $704.0M | $178.0M | ||
| Q3 25 | $-40.6M | $153.0M | ||
| Q2 25 | $-11.2M | $208.0M | ||
| Q1 25 | $42.3M | $69.0M | ||
| Q4 24 | $677.2M | $134.0M | ||
| Q3 24 | $55.5M | $97.0M | ||
| Q2 24 | $243.9M | $108.0M | ||
| Q1 24 | — | $-33.0M |
自由现金流率RLTOST
| Q4 25 | 29.3% | 10.9% | ||
| Q3 25 | -2.0% | 9.4% | ||
| Q2 25 | -0.7% | 13.4% | ||
| Q1 25 | 2.5% | 5.2% | ||
| Q4 24 | 31.6% | 10.0% | ||
| Q3 24 | 3.2% | 7.4% | ||
| Q2 24 | 16.1% | 8.7% | ||
| Q1 24 | — | -3.1% |
资本支出强度RLTOST
| Q4 25 | 3.1% | 1.0% | ||
| Q3 25 | 4.7% | 0.7% | ||
| Q2 25 | 10.9% | 1.0% | ||
| Q1 25 | 4.7% | 0.7% | ||
| Q4 24 | 2.9% | 1.0% | ||
| Q3 24 | 2.4% | 0.9% | ||
| Q2 24 | 2.2% | 1.3% | ||
| Q1 24 | — | 1.2% |
现金转化率RLTOST
| Q4 25 | 2.16× | 1.92× | ||
| Q3 25 | 0.26× | 1.57× | ||
| Q2 25 | 0.80× | 2.79× | ||
| Q1 25 | 0.95× | 1.41× | ||
| Q4 24 | 2.48× | 4.59× | ||
| Q3 24 | 0.66× | 1.95× | ||
| Q2 24 | 1.64× | 8.86× | ||
| Q1 24 | — | — |
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
RL
暂无分部数据
TOST
| Technology Service | $1.3B | 82% |
| License | $256.0M | 16% |
| Product And Professional Services | $43.0M | 3% |
