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ADVANCED ENERGY INDUSTRIES INC（AEIS）与LCI INDUSTRIES（LCII）财务数据对比。点击上方公司名可切换其他公司
LCI INDUSTRIES的季度营收约是ADVANCED ENERGY INDUSTRIES INC的1.9倍（$932.7M vs $489.4M），ADVANCED ENERGY INDUSTRIES INC净利率更高（10.7% vs 2.0%，领先8.7%），ADVANCED ENERGY INDUSTRIES INC同比增速更快（17.8% vs 16.1%），LCI INDUSTRIES自由现金流更多（$64.3M vs $43.0M），过去两年ADVANCED ENERGY INDUSTRIES INC的营收复合增速更高（22.2% vs -1.8%）
Advanced Energy Industries是总部位于美国科罗拉多州丹佛市的跨国科技企业，专注研发精密电源转换、测量及控制技术，相关技术广泛应用于半导体、平板显示、数据存储、通信网络设备、工业涂层、医疗设备、太阳能电池、建筑玻璃等领域的生产制造环节。
拉奇核心工业有限公司前身为巴基斯坦帝国化学工业公司，是一家总部位于卡拉奇的巴基斯坦综合性企业集团，业务覆盖聚酯、医药、农用化学品、纯碱及兽药等多品类产品的研发生产，在巴基斯坦本土工业领域拥有重要市场地位。
AEIS vs LCII — 直观对比
营收规模更大
LCII
是对方的1.9倍
$489.4M
营收增速更快
AEIS
高出1.7%
16.1%
净利率更高
AEIS
高出8.7%
2.0%
自由现金流更多
LCII
多$21.3M
$43.0M
两年增速更快
AEIS
近两年复合增速
-1.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $489.4M | $932.7M |
| 净利润 | $52.3M | $18.7M |
| 毛利率 | 38.6% | 22.1% |
| 营业利润率 | 11.6% | 3.8% |
| 净利率 | 10.7% | 2.0% |
| 营收同比 | 17.8% | 16.1% |
| 净利润同比 | 7.4% | 95.7% |
| 每股收益（稀释后） | $1.32 | $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AEISLCII
| Q4 25 | $489.4M | $932.7M | ||
| Q3 25 | $463.3M | $1.0B | ||
| Q2 25 | $441.5M | $1.1B | ||
| Q1 25 | $404.6M | $1.0B | ||
| Q4 24 | $415.4M | $803.1M | ||
| Q3 24 | $374.2M | $915.5M | ||
| Q2 24 | $364.9M | $1.1B | ||
| Q1 24 | $327.5M | $968.0M |
净利润AEISLCII
| Q4 25 | $52.3M | $18.7M | ||
| Q3 25 | $46.2M | $62.5M | ||
| Q2 25 | $25.2M | $57.6M | ||
| Q1 25 | $24.7M | $49.4M | ||
| Q4 24 | $48.7M | $9.5M | ||
| Q3 24 | $-14.9M | $35.6M | ||
| Q2 24 | $15.0M | $61.2M | ||
| Q1 24 | $5.4M | $36.5M |
毛利率AEISLCII
| Q4 25 | 38.6% | 22.1% | ||
| Q3 25 | 37.6% | 24.4% | ||
| Q2 25 | 37.0% | 24.4% | ||
| Q1 25 | 37.2% | 24.1% | ||
| Q4 24 | 37.2% | 21.1% | ||
| Q3 24 | 35.8% | 24.0% | ||
| Q2 24 | 35.0% | 25.3% | ||
| Q1 24 | 34.5% | 23.1% |
营业利润率AEISLCII
| Q4 25 | 11.6% | 3.8% | ||
| Q3 25 | 10.6% | 7.3% | ||
| Q2 25 | 7.2% | 7.9% | ||
| Q1 25 | 7.6% | 7.8% | ||
| Q4 24 | 8.2% | 2.0% | ||
| Q3 24 | -3.0% | 5.9% | ||
| Q2 24 | 3.6% | 8.6% | ||
| Q1 24 | 0.2% | 6.0% |
净利率AEISLCII
| Q4 25 | 10.7% | 2.0% | ||
| Q3 25 | 10.0% | 6.0% | ||
| Q2 25 | 5.7% | 5.2% | ||
| Q1 25 | 6.1% | 4.7% | ||
| Q4 24 | 11.7% | 1.2% | ||
| Q3 24 | -4.0% | 3.9% | ||
| Q2 24 | 4.1% | 5.8% | ||
| Q1 24 | 1.6% | 3.8% |
每股收益（稀释后）AEISLCII
| Q4 25 | $1.32 | $0.79 | ||
| Q3 25 | $1.20 | $2.55 | ||
| Q2 25 | $0.67 | $2.29 | ||
| Q1 25 | $0.65 | $1.94 | ||
| Q4 24 | $1.29 | $0.37 | ||
| Q3 24 | $-0.40 | $1.39 | ||
| Q2 24 | $0.40 | $2.40 | ||
| Q1 24 | $0.14 | $1.44 |
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 | $791.2M | $222.6M |
| 总债务越低越好 | $567.5M | $945.2M |
| 股东权益账面价值 | $1.4B | $1.4B |
| 总资产 | $2.5B | $3.2B |
| 负债/权益比越低杠杆越低 | 0.42× | 0.69× |
8季度趋势，按日历期对齐
现金及短期投资AEISLCII
| Q4 25 | $791.2M | $222.6M | ||
| Q3 25 | $758.6M | $199.7M | ||
| Q2 25 | $713.5M | $191.9M | ||
| Q1 25 | $723.0M | $231.2M | ||
| Q4 24 | $722.1M | $165.8M | ||
| Q3 24 | $657.3M | $161.2M | ||
| Q2 24 | $986.1M | $130.4M | ||
| Q1 24 | $1.0B | $22.6M |
总债务AEISLCII
| Q4 25 | $567.5M | $945.2M | ||
| Q3 25 | — | $947.8M | ||
| Q2 25 | — | $948.0M | ||
| Q1 25 | — | $938.3M | ||
| Q4 24 | $564.7M | $757.3M | ||
| Q3 24 | $564.0M | $822.5M | ||
| Q2 24 | $907.3M | $829.7M | ||
| Q1 24 | $911.5M | $855.3M |
股东权益AEISLCII
| Q4 25 | $1.4B | $1.4B | ||
| Q3 25 | $1.3B | $1.4B | ||
| Q2 25 | $1.3B | $1.4B | ||
| Q1 25 | $1.2B | $1.4B | ||
| Q4 24 | $1.2B | $1.4B | ||
| Q3 24 | $1.2B | $1.4B | ||
| Q2 24 | $1.2B | $1.4B | ||
| Q1 24 | $1.1B | $1.4B |
总资产AEISLCII
| Q4 25 | $2.5B | $3.2B | ||
| Q3 25 | $2.4B | $3.2B | ||
| Q2 25 | $2.4B | $3.2B | ||
| Q1 25 | $2.3B | $3.1B | ||
| Q4 24 | $2.3B | $2.9B | ||
| Q3 24 | $2.2B | $3.0B | ||
| Q2 24 | $2.5B | $3.0B | ||
| Q1 24 | $2.5B | $3.0B |
负债/权益比AEISLCII
| Q4 25 | 0.42× | 0.69× | ||
| Q3 25 | — | 0.70× | ||
| Q2 25 | — | 0.68× | ||
| Q1 25 | — | 0.69× | ||
| Q4 24 | 0.47× | 0.55× | ||
| Q3 24 | 0.48× | 0.58× | ||
| Q2 24 | 0.78× | 0.60× | ||
| Q1 24 | 0.80× | 0.63× |
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 | $80.5M | $78.9M |
| 自由现金流经营现金流 - 资本支出 | $43.0M | $64.3M |
| 自由现金流率自由现金流/营收 | 8.8% | 6.9% |
| 资本支出强度资本支出/营收 | 7.7% | 1.6% |
| 现金转化率经营现金流/净利润 | 1.54× | 4.22× |
| 过去12个月自由现金流最近4个季度 | $125.9M | $278.3M |
8季度趋势，按日历期对齐
经营现金流AEISLCII
| Q4 25 | $80.5M | $78.9M | ||
| Q3 25 | $78.7M | $97.2M | ||
| Q2 25 | $45.2M | $112.2M | ||
| Q1 25 | $28.9M | $42.7M | ||
| Q4 24 | $82.7M | $106.6M | ||
| Q3 24 | $34.1M | $78.4M | ||
| Q2 24 | $6.7M | $192.9M | ||
| Q1 24 | $7.3M | $-7.7M |
自由现金流AEISLCII
| Q4 25 | $43.0M | $64.3M | ||
| Q3 25 | $50.8M | $80.9M | ||
| Q2 25 | $17.1M | $99.5M | ||
| Q1 25 | $15.0M | $33.7M | ||
| Q4 24 | $69.9M | $95.7M | ||
| Q3 24 | $21.4M | $68.3M | ||
| Q2 24 | $-8.1M | $180.2M | ||
| Q1 24 | $-9.3M | $-16.3M |
自由现金流率AEISLCII
| Q4 25 | 8.8% | 6.9% | ||
| Q3 25 | 11.0% | 7.8% | ||
| Q2 25 | 3.9% | 9.0% | ||
| Q1 25 | 3.7% | 3.2% | ||
| Q4 24 | 16.8% | 11.9% | ||
| Q3 24 | 5.7% | 7.5% | ||
| Q2 24 | -2.2% | 17.1% | ||
| Q1 24 | -2.9% | -1.7% |
资本支出强度AEISLCII
| Q4 25 | 7.7% | 1.6% | ||
| Q3 25 | 6.0% | 1.6% | ||
| Q2 25 | 6.4% | 1.2% | ||
| Q1 25 | 3.4% | 0.9% | ||
| Q4 24 | 3.1% | 1.4% | ||
| Q3 24 | 3.4% | 1.1% | ||
| Q2 24 | 4.0% | 1.2% | ||
| Q1 24 | 5.1% | 0.9% |
现金转化率AEISLCII
| Q4 25 | 1.54× | 4.22× | ||
| Q3 25 | 1.70× | 1.55× | ||
| Q2 25 | 1.79× | 1.95× | ||
| Q1 25 | 1.17× | 0.86× | ||
| Q4 24 | 1.70× | 11.17× | ||
| Q3 24 | — | 2.20× | ||
| Q2 24 | 0.45× | 3.15× | ||
| Q1 24 | 1.35× | -0.21× |
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
AEIS
| Semiconductor Equipment | $211.6M | 43% |
| Data Center Computing | $177.9M | 36% |
| Industrial And Medical | $78.2M | 16% |
| Telecom And Networking | $21.7M | 4% |
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% |
