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雅保（ALB）与Legacy Housing Corp（LEGH）财务数据对比。点击上方公司名可切换其他公司
雅保的季度营收约是Legacy Housing Corp的56.1倍（$1.4B vs $25.5M）。Legacy Housing Corp净利率更高（32.2% vs -29.0%，领先61.2%）。雅保同比增速更快（15.9% vs -30.6%）。雅保自由现金流更多（$233.1M vs $15.7M）。过去两年雅保的营收复合增速更高（2.4% vs -9.1%）
雅保是全球知名的特种化学品企业，业务覆盖研发、生产与全球销售，下设锂、溴、催化剂三大板块。锂业务线供应碳酸锂、氢氧化锂、氯化锂等锂化合物及相关试剂，产品广泛应用于消费电子、电动汽车锂电池、高性能润滑脂、热塑性弹性体等领域。
Legacy Housing Corp是美国知名的经济型预制住宅、微型住宅及配套居住单元制造商，主要面向北美中低收入消费群体，提供可定制住房解决方案、配套建材及相关售后服务，服务个人及社区开发类客户。
ALB vs LEGH — 直观对比
营收规模更大
ALB
是对方的56.1倍
$25.5M
营收增速更快
ALB
高出46.5%
-30.6%
净利率更高
LEGH
高出61.2%
-29.0%
自由现金流更多
ALB
多$217.4M
$15.7M
两年增速更快
ALB
近两年复合增速
-9.1%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $25.5M |
| 净利润 | $-414.2M | $8.2M |
| 毛利率 | 13.9% | 26.4% |
| 营业利润率 | -15.2% | 40.4% |
| 净利率 | -29.0% | 32.2% |
| 营收同比 | 15.9% | -30.6% |
| 净利润同比 | -650.1% | -43.5% |
| 每股收益（稀释后） | $-3.88 | $0.38 |
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ALBLEGH
| Q4 25 | $1.4B | $25.5M | ||
| Q3 25 | $1.3B | $28.8M | ||
| Q2 25 | $1.3B | $38.4M | ||
| Q1 25 | $1.1B | $24.3M | ||
| Q4 24 | $1.2B | $36.7M | ||
| Q3 24 | $1.4B | $30.2M | ||
| Q2 24 | $1.4B | $31.7M | ||
| Q1 24 | $1.4B | $30.8M |
净利润ALBLEGH
| Q4 25 | $-414.2M | $8.2M | ||
| Q3 25 | $-160.7M | $8.6M | ||
| Q2 25 | $22.9M | $14.7M | ||
| Q1 25 | $41.3M | $10.3M | ||
| Q4 24 | $75.3M | $14.5M | ||
| Q3 24 | $-1.1B | $15.8M | ||
| Q2 24 | $-188.2M | $16.2M | ||
| Q1 24 | $2.4M | $15.1M |
毛利率ALBLEGH
| Q4 25 | 13.9% | 26.4% | ||
| Q3 25 | 9.0% | 20.2% | ||
| Q2 25 | 14.8% | 32.4% | ||
| Q1 25 | 14.5% | 29.2% | ||
| Q4 24 | 11.2% | 27.3% | ||
| Q3 24 | -7.7% | 29.2% | ||
| Q2 24 | -0.7% | 31.9% | ||
| Q1 24 | 2.9% | 33.6% |
营业利润率ALBLEGH
| Q4 25 | -15.2% | 40.4% | ||
| Q3 25 | -16.6% | 33.7% | ||
| Q2 25 | 3.6% | 43.8% | ||
| Q1 25 | 1.8% | 47.7% | ||
| Q4 24 | 0.4% | 42.3% | ||
| Q3 24 | -81.9% | 50.8% | ||
| Q2 24 | -34.4% | 50.6% | ||
| Q1 24 | -13.2% | 54.3% |
净利率ALBLEGH
| Q4 25 | -29.0% | 32.2% | ||
| Q3 25 | -12.3% | 30.0% | ||
| Q2 25 | 1.7% | 38.3% | ||
| Q1 25 | 3.8% | 42.3% | ||
| Q4 24 | 6.1% | 39.5% | ||
| Q3 24 | -78.9% | 52.4% | ||
| Q2 24 | -13.2% | 51.1% | ||
| Q1 24 | 0.2% | 49.1% |
每股收益（稀释后）ALBLEGH
| Q4 25 | $-3.88 | $0.38 | ||
| Q3 25 | $-1.72 | $0.35 | ||
| Q2 25 | $-0.16 | $0.60 | ||
| Q1 25 | $0.00 | $0.41 | ||
| Q4 24 | $0.29 | $0.59 | ||
| Q3 24 | $-9.45 | $0.64 | ||
| Q2 24 | $-1.96 | $0.65 | ||
| Q1 24 | $-0.08 | $0.60 |
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 | — | $8.5M |
| 总债务越低越好 | $3.2B | — |
| 股东权益账面价值 | $9.5B | $528.6M |
| 总资产 | $16.4B | $580.3M |
| 负债/权益比越低杠杆越低 | 0.33× | — |
8季度趋势，按日历期对齐
现金及短期投资ALBLEGH
| Q4 25 | — | $8.5M | ||
| Q3 25 | $1.9B | $13.6M | ||
| Q2 25 | $1.8B | $2.6M | ||
| Q1 25 | $1.5B | $3.4M | ||
| Q4 24 | $1.2B | $1.1M | ||
| Q3 24 | $1.7B | $570.0K | ||
| Q2 24 | $1.8B | $60.0K | ||
| Q1 24 | $2.1B | $621.0K |
总债务ALBLEGH
| Q4 25 | $3.2B | — | ||
| Q3 25 | $3.6B | — | ||
| Q2 25 | $3.6B | — | ||
| Q1 25 | $3.5B | — | ||
| Q4 24 | $3.5B | — | ||
| Q3 24 | $3.6B | — | ||
| Q2 24 | $3.5B | — | ||
| Q1 24 | $3.5B | — |
股东权益ALBLEGH
| Q4 25 | $9.5B | $528.6M | ||
| Q3 25 | $10.0B | $521.6M | ||
| Q2 25 | $10.2B | $512.8M | ||
| Q1 25 | $10.0B | $503.7M | ||
| Q4 24 | $10.0B | $494.0M | ||
| Q3 24 | $10.2B | $479.3M | ||
| Q2 24 | $11.2B | $463.2M | ||
| Q1 24 | $11.5B | $450.4M |
总资产ALBLEGH
| Q4 25 | $16.4B | $580.3M | ||
| Q3 25 | $17.1B | $557.9M | ||
| Q2 25 | $17.3B | $552.0M | ||
| Q1 25 | $17.0B | $544.6M | ||
| Q4 24 | $16.6B | $534.2M | ||
| Q3 24 | $17.5B | $521.4M | ||
| Q2 24 | $18.4B | $514.9M | ||
| Q1 24 | $19.0B | $510.0M |
负债/权益比ALBLEGH
| Q4 25 | 0.33× | — | ||
| Q3 25 | 0.36× | — | ||
| Q2 25 | 0.35× | — | ||
| Q1 25 | 0.35× | — | ||
| Q4 24 | 0.35× | — | ||
| Q3 24 | 0.35× | — | ||
| Q2 24 | 0.31× | — | ||
| Q1 24 | 0.31× | — |
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 | $388.5M | $19.0M |
| 自由现金流经营现金流 - 资本支出 | $233.1M | $15.7M |
| 自由现金流率自由现金流/营收 | 16.3% | 61.6% |
| 资本支出强度资本支出/营收 | 10.9% | 13.1% |
| 现金转化率经营现金流/净利润 | — | 2.32× |
| 过去12个月自由现金流最近4个季度 | $692.5M | $28.2M |
8季度趋势，按日历期对齐
经营现金流ALBLEGH
| Q4 25 | $388.5M | $19.0M | ||
| Q3 25 | $355.6M | $7.2M | ||
| Q2 25 | $-7.2M | $6.1M | ||
| Q1 25 | $545.4M | $4.9M | ||
| Q4 24 | $674.0K | $7.9M | ||
| Q3 24 | $240.5M | $13.8M | ||
| Q2 24 | $362.9M | $3.5M | ||
| Q1 24 | $98.0M | $10.8M |
自由现金流ALBLEGH
| Q4 25 | $233.1M | $15.7M | ||
| Q3 25 | $223.4M | $5.1M | ||
| Q2 25 | $-126.8M | $3.7M | ||
| Q1 25 | $362.8M | $3.6M | ||
| Q4 24 | $-355.1M | $6.0M | ||
| Q3 24 | $-62.6M | $9.1M | ||
| Q2 24 | $-84.7M | $1.7M | ||
| Q1 24 | $-481.4M | $9.9M |
自由现金流率ALBLEGH
| Q4 25 | 16.3% | 61.6% | ||
| Q3 25 | 17.1% | 17.8% | ||
| Q2 25 | -9.5% | 9.6% | ||
| Q1 25 | 33.7% | 15.0% | ||
| Q4 24 | -28.8% | 16.4% | ||
| Q3 24 | -4.6% | 30.2% | ||
| Q2 24 | -5.9% | 5.4% | ||
| Q1 24 | -35.4% | 32.2% |
资本支出强度ALBLEGH
| Q4 25 | 10.9% | 13.1% | ||
| Q3 25 | 10.1% | 7.1% | ||
| Q2 25 | 9.0% | 6.2% | ||
| Q1 25 | 17.0% | 5.2% | ||
| Q4 24 | 28.9% | 5.1% | ||
| Q3 24 | 22.4% | 15.6% | ||
| Q2 24 | 31.3% | 5.5% | ||
| Q1 24 | 42.6% | 2.8% |
现金转化率ALBLEGH
| Q4 25 | — | 2.32× | ||
| Q3 25 | — | 0.83× | ||
| Q2 25 | -0.31× | 0.41× | ||
| Q1 25 | 13.19× | 0.48× | ||
| Q4 24 | 0.01× | 0.54× | ||
| Q3 24 | — | 0.88× | ||
| Q2 24 | — | 0.21× | ||
| Q1 24 | 40.01× | 0.71× |
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
ALB
| Energy Storage | $759.1M | 53% |
| Specialties | $348.9M | 24% |
| Ketjen | $320.1M | 22% |
LEGH
| Commercial Sales | $8.6M | 34% |
| Retail Store Sales | $6.0M | 24% |
| Inventory Finance Sales | $5.0M | 20% |
| Direct Sales | $4.4M | 17% |
| Other | $1.5M | 6% |
