vs
拉夫劳伦(RL)与赛莱默(XYL)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赛莱默的1.1倍($2.4B vs $2.1B),拉夫劳伦净利率更高(15.0% vs 8.9%,领先6.1%),拉夫劳伦同比增速更快(12.2% vs 2.7%),过去两年拉夫劳伦的营收复合增速更高(23.9% vs -1.0%)
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。
该文本为植物学对木质部的定义说明,并非赛莱默公司(Xylem Inc.)的企业业务介绍。Xylem Inc.是一家专注于水技术与解决方案的全球企业,提供水务基础设施、水环境治理等相关设备与服务。
RL vs XYL — 直观对比
营收规模更大
RL
是对方的1.1倍
$2.1B
营收增速更快
RL
高出9.5%
2.7%
净利率更高
RL
高出6.1%
8.9%
两年增速更快
RL
近两年复合增速
-1.0%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $2.4B | $2.1B |
| 净利润 | $361.6M | $189.0M |
| 毛利率 | 69.9% | 37.8% |
| 营业利润率 | 19.6% | 11.5% |
| 净利率 | 15.0% | 8.9% |
| 营收同比 | 12.2% | 2.7% |
| 净利润同比 | 21.6% | 13.2% |
| 每股收益(稀释后) | $5.82 | $0.79 |
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
XYL
| Q1 26 | — | $2.1B | ||
| Q4 25 | $2.4B | $2.4B | ||
| Q3 25 | $2.0B | $2.3B | ||
| Q2 25 | $1.7B | $2.3B | ||
| Q1 25 | $1.7B | $2.1B | ||
| Q4 24 | $2.1B | $2.3B | ||
| Q3 24 | $1.7B | $2.1B | ||
| Q2 24 | $1.5B | $2.2B |
净利润
RL
XYL
| Q1 26 | — | $189.0M | ||
| Q4 25 | $361.6M | $335.0M | ||
| Q3 25 | $207.5M | $227.0M | ||
| Q2 25 | $220.4M | $226.0M | ||
| Q1 25 | $129.0M | $169.0M | ||
| Q4 24 | $297.4M | $326.0M | ||
| Q3 24 | $147.9M | $217.0M | ||
| Q2 24 | $168.6M | $194.0M |
毛利率
RL
XYL
| Q1 26 | — | 37.8% | ||
| Q4 25 | 69.9% | 38.9% | ||
| Q3 25 | 68.0% | 38.9% | ||
| Q2 25 | 72.3% | 38.8% | ||
| Q1 25 | 68.7% | 37.1% | ||
| Q4 24 | 68.4% | 38.0% | ||
| Q3 24 | 67.0% | 37.3% | ||
| Q2 24 | 70.5% | 37.8% |
营业利润率
RL
XYL
| Q1 26 | — | 11.5% | ||
| Q4 25 | 19.6% | 14.7% | ||
| Q3 25 | 12.2% | 14.7% | ||
| Q2 25 | 15.9% | 13.3% | ||
| Q1 25 | 9.1% | 11.2% | ||
| Q4 24 | 18.2% | 11.8% | ||
| Q3 24 | 10.4% | 13.3% | ||
| Q2 24 | 13.8% | 11.7% |
净利率
RL
XYL
| Q1 26 | — | 8.9% | ||
| Q4 25 | 15.0% | 14.0% | ||
| Q3 25 | 10.3% | 10.0% | ||
| Q2 25 | 12.8% | 9.8% | ||
| Q1 25 | 7.6% | 8.2% | ||
| Q4 24 | 13.9% | 14.5% | ||
| Q3 24 | 8.6% | 10.3% | ||
| Q2 24 | 11.1% | 8.9% |
每股收益(稀释后)
RL
XYL
| Q1 26 | — | $0.79 | ||
| Q4 25 | $5.82 | $1.37 | ||
| Q3 25 | $3.32 | $0.93 | ||
| Q2 25 | $3.52 | $0.93 | ||
| Q1 25 | $2.03 | $0.69 | ||
| Q4 24 | $4.66 | $1.33 | ||
| Q3 24 | $2.31 | $0.89 | ||
| Q2 24 | $2.61 | $0.80 |
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 | $808.0M |
| 总债务越低越好 | — | $1.9B |
| 股东权益账面价值 | $2.9B | $11.0B |
| 总资产 | $7.8B | $17.0B |
| 负债/权益比越低杠杆越低 | — | 0.18× |
8季度趋势,按日历期对齐
现金及短期投资
RL
XYL
| Q1 26 | — | $808.0M | ||
| Q4 25 | $2.3B | $1.5B | ||
| Q3 25 | $1.6B | $1.2B | ||
| Q2 25 | $2.3B | $1.2B | ||
| Q1 25 | $2.1B | $1.1B | ||
| Q4 24 | $2.1B | $1.1B | ||
| Q3 24 | $1.7B | $989.0M | ||
| Q2 24 | $1.8B | $815.0M |
总债务
RL
XYL
| Q1 26 | — | $1.9B | ||
| Q4 25 | — | $2.0B | ||
| Q3 25 | — | $2.0B | ||
| Q2 25 | — | $2.0B | ||
| Q1 25 | — | $2.0B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
RL
XYL
| Q1 26 | — | $11.0B | ||
| Q4 25 | $2.9B | $11.5B | ||
| Q3 25 | $2.6B | $11.2B | ||
| Q2 25 | $2.5B | $11.1B | ||
| Q1 25 | $2.6B | $10.8B | ||
| Q4 24 | $2.5B | $10.6B | ||
| Q3 24 | $2.4B | $10.6B | ||
| Q2 24 | $2.4B | $10.3B |
总资产
RL
XYL
| Q1 26 | — | $17.0B | ||
| Q4 25 | $7.8B | $17.6B | ||
| Q3 25 | $7.3B | $17.3B | ||
| Q2 25 | $7.8B | $17.2B | ||
| Q1 25 | $7.0B | $16.6B | ||
| Q4 24 | $7.1B | $16.5B | ||
| Q3 24 | $6.8B | $16.0B | ||
| Q2 24 | $6.6B | $15.8B |
负债/权益比
RL
XYL
| Q1 26 | — | 0.18× | ||
| Q4 25 | — | 0.17× | ||
| Q3 25 | — | 0.18× | ||
| Q2 25 | — | 0.18× | ||
| Q1 25 | — | 0.19× | ||
| Q4 24 | — | 0.19× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — |
| 自由现金流率自由现金流/营收 | 29.3% | — |
| 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 | — |
8季度趋势,按日历期对齐
经营现金流
RL
XYL
| Q1 26 | — | — | ||
| Q4 25 | $779.6M | $543.0M | ||
| Q3 25 | $53.2M | $360.0M | ||
| Q2 25 | $176.1M | $305.0M | ||
| Q1 25 | $122.2M | $33.0M | ||
| Q4 24 | $738.4M | $575.0M | ||
| Q3 24 | $97.2M | $311.0M | ||
| Q2 24 | $277.3M | $288.0M |
自由现金流
RL
XYL
| Q1 26 | — | — | ||
| Q4 25 | $704.0M | $460.0M | ||
| Q3 25 | $-40.6M | $281.0M | ||
| Q2 25 | $-11.2M | $207.0M | ||
| Q1 25 | $42.3M | $-38.0M | ||
| Q4 24 | $677.2M | $475.0M | ||
| Q3 24 | $55.5M | $237.0M | ||
| Q2 24 | $243.9M | $215.0M |
自由现金流率
RL
XYL
| Q1 26 | — | — | ||
| Q4 25 | 29.3% | 19.2% | ||
| Q3 25 | -2.0% | 12.4% | ||
| Q2 25 | -0.7% | 9.0% | ||
| Q1 25 | 2.5% | -1.8% | ||
| Q4 24 | 31.6% | 21.1% | ||
| Q3 24 | 3.2% | 11.3% | ||
| Q2 24 | 16.1% | 9.9% |
资本支出强度
RL
XYL
| Q1 26 | — | 4.2% | ||
| Q4 25 | 3.1% | 3.5% | ||
| Q3 25 | 4.7% | 3.5% | ||
| Q2 25 | 10.9% | 4.3% | ||
| Q1 25 | 4.7% | 3.4% | ||
| Q4 24 | 2.9% | 4.4% | ||
| Q3 24 | 2.4% | 3.5% | ||
| Q2 24 | 2.2% | 3.4% |
现金转化率
RL
XYL
| Q1 26 | — | — | ||
| Q4 25 | 2.16× | 1.62× | ||
| Q3 25 | 0.26× | 1.59× | ||
| Q2 25 | 0.80× | 1.35× | ||
| Q1 25 | 0.95× | 0.20× | ||
| Q4 24 | 2.48× | 1.76× | ||
| Q3 24 | 0.66× | 1.43× | ||
| Q2 24 | 1.64× | 1.48× |
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
XYL
| Revenue from products | $1.8B | 83% |
| Revenue from services | $368.0M | 17% |