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APPLIED INDUSTRIAL TECHNOLOGIES INC（AIT）与LCI INDUSTRIES（LCII）财务数据对比。点击上方公司名可切换其他公司
APPLIED INDUSTRIAL TECHNOLOGIES INC的季度营收约是LCI INDUSTRIES的1.2倍（$1.2B vs $932.7M），APPLIED INDUSTRIAL TECHNOLOGIES INC净利率更高（8.2% vs 2.0%，领先6.2%），LCI INDUSTRIES同比增速更快（16.1% vs 8.4%），APPLIED INDUSTRIAL TECHNOLOGIES INC自由现金流更多（$93.4M vs $64.3M），过去两年APPLIED INDUSTRIAL TECHNOLOGIES INC的营收复合增速更高（0.7% vs -1.8%）
AIT（Applied Industrial Technologies Inc）是总部位于美国的全球化上市工业企业，主营轴承、动力传动产品、工程级流体动力组件及系统、特种流量控制产品等工业用品分销，同时为工业及流体动力应用场景提供工程设计、系统集成及定制化配套服务。
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。
AIT vs LCII — 直观对比
营收规模更大
AIT
是对方的1.2倍
$932.7M
营收增速更快
LCII
高出7.7%
8.4%
净利率更高
AIT
高出6.2%
2.0%
自由现金流更多
AIT
多$29.1M
$64.3M
两年增速更快
AIT
近两年复合增速
-1.8%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $932.7M |
| 净利润 | $95.3M | $18.7M |
| 毛利率 | 30.4% | 22.1% |
| 营业利润率 | 10.6% | 3.8% |
| 净利率 | 8.2% | 2.0% |
| 营收同比 | 8.4% | 16.1% |
| 净利润同比 | 2.2% | 95.7% |
| 每股收益（稀释后） | $2.51 | $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AITLCII
| Q4 25 | $1.2B | $932.7M | ||
| Q3 25 | $1.2B | $1.0B | ||
| Q2 25 | $1.2B | $1.1B | ||
| Q1 25 | $1.2B | $1.0B | ||
| Q4 24 | $1.1B | $803.1M | ||
| Q3 24 | $1.1B | $915.5M | ||
| Q2 24 | $1.2B | $1.1B | ||
| Q1 24 | $1.1B | $968.0M |
净利润AITLCII
| Q4 25 | $95.3M | $18.7M | ||
| Q3 25 | $100.8M | $62.5M | ||
| Q2 25 | $107.8M | $57.6M | ||
| Q1 25 | $99.8M | $49.4M | ||
| Q4 24 | $93.3M | $9.5M | ||
| Q3 24 | $92.1M | $35.6M | ||
| Q2 24 | $103.5M | $61.2M | ||
| Q1 24 | $97.2M | $36.5M |
毛利率AITLCII
| Q4 25 | 30.4% | 22.1% | ||
| Q3 25 | 30.1% | 24.4% | ||
| Q2 25 | 30.6% | 24.4% | ||
| Q1 25 | 30.5% | 24.1% | ||
| Q4 24 | 30.6% | 21.1% | ||
| Q3 24 | 29.6% | 24.0% | ||
| Q2 24 | 30.7% | 25.3% | ||
| Q1 24 | 29.5% | 23.1% |
营业利润率AITLCII
| Q4 25 | 10.6% | 3.8% | ||
| Q3 25 | 10.8% | 7.3% | ||
| Q2 25 | 11.0% | 7.9% | ||
| Q1 25 | 11.1% | 7.8% | ||
| Q4 24 | 11.3% | 2.0% | ||
| Q3 24 | 10.3% | 5.9% | ||
| Q2 24 | 12.0% | 8.6% | ||
| Q1 24 | 10.6% | 6.0% |
净利率AITLCII
| Q4 25 | 8.2% | 2.0% | ||
| Q3 25 | 8.4% | 6.0% | ||
| Q2 25 | 8.8% | 5.2% | ||
| Q1 25 | 8.6% | 4.7% | ||
| Q4 24 | 8.7% | 1.2% | ||
| Q3 24 | 8.4% | 3.9% | ||
| Q2 24 | 8.9% | 5.8% | ||
| Q1 24 | 8.5% | 3.8% |
每股收益（稀释后）AITLCII
| Q4 25 | $2.51 | $0.79 | ||
| Q3 25 | $2.63 | $2.55 | ||
| Q2 25 | $2.80 | $2.29 | ||
| Q1 25 | $2.57 | $1.94 | ||
| Q4 24 | $2.39 | $0.37 | ||
| Q3 24 | $2.36 | $1.39 | ||
| Q2 24 | $2.64 | $2.40 | ||
| Q1 24 | $2.48 | $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 | $406.0M | $222.6M |
| 总债务越低越好 | — | $945.2M |
| 股东权益账面价值 | $1.9B | $1.4B |
| 总资产 | $3.2B | $3.2B |
| 负债/权益比越低杠杆越低 | — | 0.69× |
8季度趋势，按日历期对齐
现金及短期投资AITLCII
| Q4 25 | $406.0M | $222.6M | ||
| Q3 25 | $418.7M | $199.7M | ||
| Q2 25 | $388.4M | $191.9M | ||
| Q1 25 | $352.8M | $231.2M | ||
| Q4 24 | $303.4M | $165.8M | ||
| Q3 24 | $538.5M | $161.2M | ||
| Q2 24 | $460.6M | $130.4M | ||
| Q1 24 | $456.5M | $22.6M |
总债务AITLCII
| 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 24 | — | $855.3M |
股东权益AITLCII
| Q4 25 | $1.9B | $1.4B | ||
| Q3 25 | $1.9B | $1.4B | ||
| Q2 25 | $1.8B | $1.4B | ||
| Q1 25 | $1.8B | $1.4B | ||
| Q4 24 | $1.8B | $1.4B | ||
| Q3 24 | $1.8B | $1.4B | ||
| Q2 24 | $1.7B | $1.4B | ||
| Q1 24 | $1.7B | $1.4B |
总资产AITLCII
| Q4 25 | $3.2B | $3.2B | ||
| Q3 25 | $3.2B | $3.2B | ||
| Q2 25 | $3.2B | $3.2B | ||
| Q1 25 | $3.1B | $3.1B | ||
| Q4 24 | $3.0B | $2.9B | ||
| Q3 24 | $3.0B | $3.0B | ||
| Q2 24 | $3.0B | $3.0B | ||
| Q1 24 | $2.9B | $3.0B |
负债/权益比AITLCII
| 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× | ||
| Q1 24 | — | 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 | $99.7M | $78.9M |
| 自由现金流经营现金流 - 资本支出 | $93.4M | $64.3M |
| 自由现金流率自由现金流/营收 | 8.0% | 6.9% |
| 资本支出强度资本支出/营收 | 0.5% | 1.6% |
| 现金转化率经营现金流/净利润 | 1.05× | 4.22× |
| 过去12个月自由现金流最近4个季度 | $458.5M | $278.3M |
8季度趋势，按日历期对齐
经营现金流AITLCII
| Q4 25 | $99.7M | $78.9M | ||
| Q3 25 | $119.3M | $97.2M | ||
| Q2 25 | $147.0M | $112.2M | ||
| Q1 25 | $122.5M | $42.7M | ||
| Q4 24 | $95.1M | $106.6M | ||
| Q3 24 | $127.7M | $78.4M | ||
| Q2 24 | $119.2M | $192.9M | ||
| Q1 24 | $84.2M | $-7.7M |
自由现金流AITLCII
| Q4 25 | $93.4M | $64.3M | ||
| Q3 25 | $112.0M | $80.9M | ||
| Q2 25 | $138.2M | $99.5M | ||
| Q1 25 | $114.9M | $33.7M | ||
| Q4 24 | $89.9M | $95.7M | ||
| Q3 24 | $122.2M | $68.3M | ||
| Q2 24 | $111.7M | $180.2M | ||
| Q1 24 | $76.7M | $-16.3M |
自由现金流率AITLCII
| Q4 25 | 8.0% | 6.9% | ||
| Q3 25 | 9.3% | 7.8% | ||
| Q2 25 | 11.3% | 9.0% | ||
| Q1 25 | 9.8% | 3.2% | ||
| Q4 24 | 8.4% | 11.9% | ||
| Q3 24 | 11.1% | 7.5% | ||
| Q2 24 | 9.6% | 17.1% | ||
| Q1 24 | 6.7% | -1.7% |
资本支出强度AITLCII
| Q4 25 | 0.5% | 1.6% | ||
| Q3 25 | 0.6% | 1.6% | ||
| Q2 25 | 0.7% | 1.2% | ||
| Q1 25 | 0.6% | 0.9% | ||
| Q4 24 | 0.5% | 1.4% | ||
| Q3 24 | 0.5% | 1.1% | ||
| Q2 24 | 0.6% | 1.2% | ||
| Q1 24 | 0.7% | 0.9% |
现金转化率AITLCII
| Q4 25 | 1.05× | 4.22× | ||
| Q3 25 | 1.18× | 1.55× | ||
| Q2 25 | 1.36× | 1.95× | ||
| Q1 25 | 1.23× | 0.86× | ||
| Q4 24 | 1.02× | 11.17× | ||
| Q3 24 | 1.39× | 2.20× | ||
| Q2 24 | 1.15× | 3.15× | ||
| Q1 24 | 0.87× | -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
AIT
| Service Center Based Distribution Segment | $625.2M | 54% |
| Engineered Solutions Segment | $398.9M | 34% |
| Other | $75.8M | 7% |
| Hydradyne LLC | $63.1M | 5% |
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% |
