vs
拉夫劳伦(RL)与维谛技术(VRT)财务数据对比。点击上方公司名可切换其他公司
维谛技术的季度营收约是拉夫劳伦的1.1倍($2.6B vs $2.4B),拉夫劳伦净利率更高(15.0% vs 14.7%,领先0.3%),维谛技术同比增速更快(30.1% vs 12.2%),拉夫劳伦自由现金流更多($704.0M vs $652.8M),过去两年拉夫劳伦的营收复合增速更高(23.9% vs 16.5%)
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。
维谛技术(Vertiv)是一家美国跨国企业,专注于为数据中心、通信网络、商业及工业场景提供关键基础设施及配套服务,旗下方案可有效保障各行业客户关键业务系统的稳定高效运行。
RL vs VRT — 直观对比
营收规模更大
VRT
是对方的1.1倍
$2.4B
营收增速更快
VRT
高出17.9%
12.2%
净利率更高
RL
高出0.3%
14.7%
自由现金流更多
RL
多$51.2M
$652.8M
两年增速更快
RL
近两年复合增速
16.5%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $2.4B | $2.6B |
| 净利润 | $361.6M | $390.1M |
| 毛利率 | 69.9% | 37.7% |
| 营业利润率 | 19.6% | — |
| 净利率 | 15.0% | 14.7% |
| 营收同比 | 12.2% | 30.1% |
| 净利润同比 | 21.6% | 137.1% |
| 每股收益(稀释后) | $5.82 | $0.99 |
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
RL
VRT
| Q1 26 | — | $2.6B | ||
| Q4 25 | $2.4B | $2.9B | ||
| Q3 25 | $2.0B | $2.7B | ||
| Q2 25 | $1.7B | $2.6B | ||
| Q1 25 | $1.7B | $2.0B | ||
| Q4 24 | $2.1B | $2.3B | ||
| Q3 24 | $1.7B | $2.1B | ||
| Q2 24 | $1.5B | $2.0B |
净利润
RL
VRT
| Q1 26 | — | $390.1M | ||
| Q4 25 | $361.6M | $445.6M | ||
| Q3 25 | $207.5M | $398.5M | ||
| Q2 25 | $220.4M | $324.2M | ||
| Q1 25 | $129.0M | $164.5M | ||
| Q4 24 | $297.4M | $147.0M | ||
| Q3 24 | $147.9M | $176.6M | ||
| Q2 24 | $168.6M | $178.1M |
毛利率
RL
VRT
| Q1 26 | — | 37.7% | ||
| Q4 25 | 69.9% | 38.9% | ||
| Q3 25 | 68.0% | 37.8% | ||
| Q2 25 | 72.3% | 34.0% | ||
| Q1 25 | 68.7% | 33.7% | ||
| Q4 24 | 68.4% | 37.1% | ||
| Q3 24 | 67.0% | 36.5% | ||
| Q2 24 | 70.5% | 38.0% |
营业利润率
RL
VRT
| Q1 26 | — | — | ||
| Q4 25 | 19.6% | 20.1% | ||
| Q3 25 | 12.2% | 19.3% | ||
| Q2 25 | 15.9% | 16.8% | ||
| Q1 25 | 9.1% | 14.3% | ||
| Q4 24 | 18.2% | 19.5% | ||
| Q3 24 | 10.4% | 17.9% | ||
| Q2 24 | 13.8% | 17.2% |
净利率
RL
VRT
| Q1 26 | — | 14.7% | ||
| Q4 25 | 15.0% | 15.5% | ||
| Q3 25 | 10.3% | 14.9% | ||
| Q2 25 | 12.8% | 12.3% | ||
| Q1 25 | 7.6% | 8.1% | ||
| Q4 24 | 13.9% | 6.3% | ||
| Q3 24 | 8.6% | 8.5% | ||
| Q2 24 | 11.1% | 9.1% |
每股收益(稀释后)
RL
VRT
| Q1 26 | — | $0.99 | ||
| Q4 25 | $5.82 | $1.14 | ||
| Q3 25 | $3.32 | $1.02 | ||
| Q2 25 | $3.52 | $0.83 | ||
| Q1 25 | $2.03 | $0.42 | ||
| Q4 24 | $4.66 | $0.38 | ||
| Q3 24 | $2.31 | $0.46 | ||
| Q2 24 | $2.61 | $0.46 |
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 | $2.5B |
| 总债务越低越好 | — | $0 |
| 股东权益账面价值 | $2.9B | $4.2B |
| 总资产 | $7.8B | $13.4B |
| 负债/权益比越低杠杆越低 | — | 0.00× |
8季度趋势,按日历期对齐
现金及短期投资
RL
VRT
| Q1 26 | — | $2.5B | ||
| Q4 25 | $2.3B | $1.7B | ||
| Q3 25 | $1.6B | $1.4B | ||
| Q2 25 | $2.3B | $1.6B | ||
| Q1 25 | $2.1B | $1.5B | ||
| Q4 24 | $2.1B | $1.2B | ||
| Q3 24 | $1.7B | $908.7M | ||
| Q2 24 | $1.8B | $579.7M |
总债务
RL
VRT
| Q1 26 | — | $0 | ||
| Q4 25 | — | $2.9B | ||
| Q3 25 | — | $2.9B | ||
| Q2 25 | — | $2.9B | ||
| Q1 25 | — | $2.9B | ||
| Q4 24 | — | $2.9B | ||
| Q3 24 | — | $2.9B | ||
| Q2 24 | — | $2.9B |
股东权益
RL
VRT
| Q1 26 | — | $4.2B | ||
| Q4 25 | $2.9B | $3.9B | ||
| Q3 25 | $2.6B | $3.5B | ||
| Q2 25 | $2.5B | $3.1B | ||
| Q1 25 | $2.6B | $2.7B | ||
| Q4 24 | $2.5B | $2.4B | ||
| Q3 24 | $2.4B | $1.8B | ||
| Q2 24 | $2.4B | $1.5B |
总资产
RL
VRT
| Q1 26 | — | $13.4B | ||
| Q4 25 | $7.8B | $12.2B | ||
| Q3 25 | $7.3B | $10.8B | ||
| Q2 25 | $7.8B | $10.4B | ||
| Q1 25 | $7.0B | $9.5B | ||
| Q4 24 | $7.1B | $9.1B | ||
| Q3 24 | $6.8B | $8.9B | ||
| Q2 24 | $6.6B | $8.1B |
负债/权益比
RL
VRT
| Q1 26 | — | 0.00× | ||
| Q4 25 | — | 0.74× | ||
| Q3 25 | — | 0.83× | ||
| Q2 25 | — | 0.93× | ||
| Q1 25 | — | 1.10× | ||
| Q4 24 | — | 1.20× | ||
| Q3 24 | — | 1.62× | ||
| Q2 24 | — | 1.91× |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $704.0M | $652.8M |
| 自由现金流率自由现金流/营收 | 29.3% | 24.6% |
| 资本支出强度资本支出/营收 | 3.1% | 4.2% |
| 现金转化率经营现金流/净利润 | 2.16× | — |
| 过去12个月自由现金流最近4个季度 | $694.5M | $2.3B |
8季度趋势,按日历期对齐
经营现金流
RL
VRT
| Q1 26 | — | — | ||
| Q4 25 | $779.6M | $978.9M | ||
| Q3 25 | $53.2M | $508.7M | ||
| Q2 25 | $176.1M | $322.9M | ||
| Q1 25 | $122.2M | $303.3M | ||
| Q4 24 | $738.4M | $425.2M | ||
| Q3 24 | $97.2M | $378.2M | ||
| Q2 24 | $277.3M | $378.4M |
自由现金流
RL
VRT
| Q1 26 | — | $652.8M | ||
| Q4 25 | $704.0M | $885.6M | ||
| Q3 25 | $-40.6M | $463.5M | ||
| Q2 25 | $-11.2M | $277.9M | ||
| Q1 25 | $42.3M | $266.8M | ||
| Q4 24 | $677.2M | $364.5M | ||
| Q3 24 | $55.5M | $341.8M | ||
| Q2 24 | $243.9M | $344.3M |
自由现金流率
RL
VRT
| Q1 26 | — | 24.6% | ||
| Q4 25 | 29.3% | 30.8% | ||
| Q3 25 | -2.0% | 17.3% | ||
| Q2 25 | -0.7% | 10.5% | ||
| Q1 25 | 2.5% | 13.1% | ||
| Q4 24 | 31.6% | 15.5% | ||
| Q3 24 | 3.2% | 16.5% | ||
| Q2 24 | 16.1% | 17.6% |
资本支出强度
RL
VRT
| Q1 26 | — | 4.2% | ||
| Q4 25 | 3.1% | 3.2% | ||
| Q3 25 | 4.7% | 1.7% | ||
| Q2 25 | 10.9% | 1.7% | ||
| Q1 25 | 4.7% | 1.8% | ||
| Q4 24 | 2.9% | 2.6% | ||
| Q3 24 | 2.4% | 1.8% | ||
| Q2 24 | 2.2% | 1.7% |
现金转化率
RL
VRT
| Q1 26 | — | — | ||
| Q4 25 | 2.16× | 2.20× | ||
| Q3 25 | 0.26× | 1.28× | ||
| Q2 25 | 0.80× | 1.00× | ||
| Q1 25 | 0.95× | 1.84× | ||
| Q4 24 | 2.48× | 2.89× | ||
| Q3 24 | 0.66× | 2.14× | ||
| Q2 24 | 1.64× | 2.12× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图