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LCI INDUSTRIES（LCII）とPrivia Health Group, Inc.（PRVA）の財務データ比較。上の社名をクリックして会社を切り替えられます
LCI INDUSTRIESの直近四半期売上が大きい（$932.7M vs $603.8M、Privia Health Group, Inc.の約1.5倍）。LCI INDUSTRIESの純利益率が高く（2.0% vs 0.6%、差は1.4%）。Privia Health Group, Inc.の前年同期比売上増加率が高い（25.8% vs 16.1%）。過去8四半期でPrivia Health Group, Inc.の売上複合成長率が高い（19.6% vs -1.8%）
ラッキーコア・インダストリーズ・リミテッドは旧ICIパキスタンとして知られるパキスタンの複合企業グループで、本社をカラチに置き、ポリエステル、医薬品、農業化学品、ソーダ灰、獣医薬品などの製造・供給を行っています。
Privia Health Group, Inc.は米国に本拠を置く医療テクノロジー・サービス企業で、独立診療所、医療システム、保険者向けに価値基準型医療の実践を支援します。人口健康管理ツール、患者エンゲージメント基盤、ケア調整支援、業務フロー最適化ソリューションを提供し、診療成果の向上と運用コスト削減を促します。
LCII vs PRVA — 直接比較
損益計算書 — Q4 FY2025 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $932.7M | $603.8M |
| 純利益 | $18.7M | $3.7M |
| 粗利率 | 22.1% | 20.8% |
| 営業利益率 | 3.8% | 1.2% |
| 純利益率 | 2.0% | 0.6% |
| 売上前年比 | 16.1% | 25.8% |
| 純利益前年比 | 95.7% | -27.4% |
| EPS（希薄化後） | $0.79 | $0.02 |
緑 = その指標でリード。会計年度がずれている場合は期間が異なる場合あり
8四半期 売上・利益トレンド
並べて比較する四半期履歴。決算期がずれていても暦四半期で整列
| Q1 26 | — | $603.8M | ||
| Q4 25 | $932.7M | $541.2M | ||
| Q3 25 | $1.0B | $580.4M | ||
| Q2 25 | $1.1B | $521.2M | ||
| Q1 25 | $1.0B | $480.1M | ||
| Q4 24 | $803.1M | $460.9M | ||
| Q3 24 | $915.5M | $437.9M | ||
| Q2 24 | $1.1B | $422.3M |
| Q1 26 | — | $3.7M | ||
| Q4 25 | $18.7M | $9.2M | ||
| Q3 25 | $62.5M | $6.9M | ||
| Q2 25 | $57.6M | $2.7M | ||
| Q1 25 | $49.4M | $4.2M | ||
| Q4 24 | $9.5M | $4.4M | ||
| Q3 24 | $35.6M | $3.5M | ||
| Q2 24 | $61.2M | $3.5M |
| Q1 26 | — | 20.8% | ||
| Q4 25 | 22.1% | — | ||
| Q3 25 | 24.4% | — | ||
| Q2 25 | 24.4% | — | ||
| Q1 25 | 24.1% | — | ||
| Q4 24 | 21.1% | — | ||
| Q3 24 | 24.0% | — | ||
| Q2 24 | 25.3% | — |
| Q1 26 | — | 1.2% | ||
| Q4 25 | 3.8% | 2.1% | ||
| Q3 25 | 7.3% | 2.5% | ||
| Q2 25 | 7.9% | 0.6% | ||
| Q1 25 | 7.8% | 1.1% | ||
| Q4 24 | 2.0% | 1.1% | ||
| Q3 24 | 5.9% | 1.3% | ||
| Q2 24 | 8.6% | 1.2% |
| Q1 26 | — | 0.6% | ||
| Q4 25 | 2.0% | 1.7% | ||
| Q3 25 | 6.0% | 1.2% | ||
| Q2 25 | 5.2% | 0.5% | ||
| Q1 25 | 4.7% | 0.9% | ||
| Q4 24 | 1.2% | 1.0% | ||
| Q3 24 | 3.9% | 0.8% | ||
| Q2 24 | 5.8% | 0.8% |
| Q1 26 | — | $0.02 | ||
| Q4 25 | $0.79 | $0.08 | ||
| Q3 25 | $2.55 | $0.05 | ||
| Q2 25 | $2.29 | $0.02 | ||
| Q1 25 | $1.94 | $0.03 | ||
| Q4 24 | $0.37 | $0.03 | ||
| Q3 24 | $1.39 | $0.03 | ||
| Q2 24 | $2.40 | $0.03 |
貸借対照表と財務力
直近四半期の流動性・レバレッジ・純資産のスナップショット
| 指標 | | |
|---|---|---|
| 現金・短期投資手元流動性 | $222.6M | $419.5M |
| 総負債低いほど良い | $945.2M | — |
| 株主資本純資産 | $1.4B | $805.9M |
| 総資産 | $3.2B | $1.4B |
| 負債/資本比率低いほどレバレッジが低い | 0.69× | — |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | $419.5M | ||
| Q4 25 | $222.6M | $479.7M | ||
| Q3 25 | $199.7M | $441.4M | ||
| Q2 25 | $191.9M | $390.1M | ||
| Q1 25 | $231.2M | $469.3M | ||
| Q4 24 | $165.8M | $491.1M | ||
| Q3 24 | $161.2M | $422.0M | ||
| Q2 24 | $130.4M | $387.4M |
| Q1 26 | — | — | ||
| Q4 25 | $945.2M | — | ||
| Q3 25 | $947.8M | — | ||
| Q2 25 | $948.0M | — | ||
| Q1 25 | $938.3M | — | ||
| Q4 24 | $757.3M | — | ||
| Q3 24 | $822.5M | — | ||
| Q2 24 | $829.7M | — |
| Q1 26 | — | $805.9M | ||
| Q4 25 | $1.4B | $737.2M | ||
| Q3 25 | $1.4B | $709.1M | ||
| Q2 25 | $1.4B | $682.9M | ||
| Q1 25 | $1.4B | $659.4M | ||
| Q4 24 | $1.4B | $635.2M | ||
| Q3 24 | $1.4B | $614.9M | ||
| Q2 24 | $1.4B | $595.4M |
| Q1 26 | — | $1.4B | ||
| Q4 25 | $3.2B | $1.4B | ||
| Q3 25 | $3.2B | $1.4B | ||
| Q2 25 | $3.2B | $1.3B | ||
| Q1 25 | $3.1B | $1.2B | ||
| Q4 24 | $2.9B | $1.1B | ||
| Q3 24 | $3.0B | $1.1B | ||
| Q2 24 | $3.0B | $1.1B |
| Q1 26 | — | — | ||
| Q4 25 | 0.69× | — | ||
| Q3 25 | 0.70× | — | ||
| Q2 25 | 0.68× | — | ||
| Q1 25 | 0.69× | — | ||
| Q4 24 | 0.55× | — | ||
| Q3 24 | 0.58× | — | ||
| Q2 24 | 0.60× | — |
キャッシュフローと資本効率
再投資後に実際に生み出すキャッシュ。純利益より操作が難しい
| 指標 | | |
|---|---|---|
| 営業キャッシュフロー直近四半期 | $78.9M | $-49.5M |
| フリーキャッシュフロー営業CF - 設備投資 | $64.3M | — |
| FCFマージンFCF / 売上 | 6.9% | — |
| 設備投資強度設備投資 / 売上 | 1.6% | — |
| キャッシュ転換率営業CF / 純利益 | 4.22× | -13.33× |
| 直近12ヶ月FCF直近4四半期 | $278.3M | — |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | $-49.5M | ||
| Q4 25 | $78.9M | $127.5M | ||
| Q3 25 | $97.2M | $52.0M | ||
| Q2 25 | $112.2M | $8.0M | ||
| Q1 25 | $42.7M | $-24.1M | ||
| Q4 24 | $106.6M | $74.8M | ||
| Q3 24 | $78.4M | $33.2M | ||
| Q2 24 | $192.9M | $34.5M |
| Q1 26 | — | — | ||
| Q4 25 | $64.3M | — | ||
| Q3 25 | $80.9M | — | ||
| Q2 25 | $99.5M | — | ||
| Q1 25 | $33.7M | — | ||
| Q4 24 | $95.7M | — | ||
| Q3 24 | $68.3M | — | ||
| Q2 24 | $180.2M | — |
| Q1 26 | — | — | ||
| Q4 25 | 6.9% | — | ||
| Q3 25 | 7.8% | — | ||
| Q2 25 | 9.0% | — | ||
| Q1 25 | 3.2% | — | ||
| Q4 24 | 11.9% | — | ||
| Q3 24 | 7.5% | — | ||
| Q2 24 | 17.1% | — |
| Q1 26 | — | — | ||
| Q4 25 | 1.6% | — | ||
| Q3 25 | 1.6% | — | ||
| Q2 25 | 1.2% | — | ||
| Q1 25 | 0.9% | — | ||
| Q4 24 | 1.4% | — | ||
| Q3 24 | 1.1% | — | ||
| Q2 24 | 1.2% | — |
| Q1 26 | — | -13.33× | ||
| Q4 25 | 4.22× | 13.93× | ||
| Q3 25 | 1.55× | 7.58× | ||
| Q2 25 | 1.95× | 2.97× | ||
| Q1 25 | 0.86× | -5.70× | ||
| Q4 24 | 11.17× | 17.00× | ||
| Q3 24 | 2.20× | 9.38× | ||
| Q2 24 | 3.15× | 9.94× |
財務フロー比較
売上 → 粗利 → 営業利益 → 純利益のサンキー図
セグメント別売上内訳
LCII
| Travel Trailer And Fifth Wheels | $378.4M | 41% |
| Chassis Chassis Partsand Slideout Mechanisms | $206.1M | 22% |
| Furnitureand Mattresses | $120.4M | 13% |
| Appliances | $69.9M | 7% |
| Other Products | $69.1M | 7% |
| Axlesand Suspension Solutions | $62.3M | 7% |
| Motorhomes | $34.2M | 4% |
PRVA
| FFS-patient care | $391.1M | 65% |
| Capitated revenue | $86.1M | 14% |
| Other | $75.0M | 12% |
| FFS-administrative services | $31.4M | 5% |
| Care management fees (PMPM) | $17.9M | 3% |
| Other revenue | $2.3M | 0% |
