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雅保（ALB）与林德（LIN）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林德的162.6倍（$1.4B vs $8.8M），雅保同比增速更快（15.9% vs 8.2%），雅保自由现金流更多（$233.1M vs $898.0K），过去两年雅保的营收复合增速更高（2.4% vs -96.7%）
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。
林德是全球知名跨国化工企业，按市场份额及营收计为全球最大工业气体供应商。公司1879年由德国科学家、工程师卡尔·冯·林德在德国威斯巴登创立，现总部位于英国沃金，在爱尔兰注册，2018年由原林德股份公司与1907年在美国成立的普莱克斯合并组建。
ALB vs LIN — 直观对比
营收规模更大
ALB
是对方的162.6倍
$8.8M
营收增速更快
ALB
高出7.7%
8.2%
自由现金流更多
ALB
多$232.2M
$898.0K
两年增速更快
ALB
近两年复合增速
-96.7%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $8.8M |
| 净利润 | $-414.2M | — |
| 毛利率 | 13.9% | 48.5% |
| 营业利润率 | -15.2% | 27.8% |
| 净利率 | -29.0% | — |
| 营收同比 | 15.9% | 8.2% |
| 净利润同比 | -650.1% | — |
| 每股收益（稀释后） | $-3.88 | $3.98 |
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ALBLIN
| Q1 26 | — | $8.8M | ||
| Q4 25 | $1.4B | $8.8B | ||
| Q3 25 | $1.3B | $8.6B | ||
| Q2 25 | $1.3B | $8.5B | ||
| Q1 25 | $1.1B | $8.1B | ||
| Q4 24 | $1.2B | $8.3B | ||
| Q3 24 | $1.4B | $8.4B | ||
| Q2 24 | $1.4B | $8.3B |
净利润ALBLIN
| Q1 26 | — | — | ||
| Q4 25 | $-414.2M | $1.5B | ||
| Q3 25 | $-160.7M | $1.9B | ||
| Q2 25 | $22.9M | $1.8B | ||
| Q1 25 | $41.3M | $1.7B | ||
| Q4 24 | $75.3M | $1.7B | ||
| Q3 24 | $-1.1B | $1.6B | ||
| Q2 24 | $-188.2M | $1.7B |
毛利率ALBLIN
| Q1 26 | — | 48.5% | ||
| Q4 25 | 13.9% | — | ||
| Q3 25 | 9.0% | — | ||
| Q2 25 | 14.8% | — | ||
| Q1 25 | 14.5% | — | ||
| Q4 24 | 11.2% | — | ||
| Q3 24 | -7.7% | — | ||
| Q2 24 | -0.7% | — |
营业利润率ALBLIN
| Q1 26 | — | 27.8% | ||
| Q4 25 | -15.2% | 23.0% | ||
| Q3 25 | -16.6% | 27.5% | ||
| Q2 25 | 3.6% | 27.7% | ||
| Q1 25 | 1.8% | 26.9% | ||
| Q4 24 | 0.4% | 27.4% | ||
| Q3 24 | -81.9% | 25.0% | ||
| Q2 24 | -34.4% | 26.4% |
净利率ALBLIN
| Q1 26 | — | — | ||
| Q4 25 | -29.0% | 17.5% | ||
| Q3 25 | -12.3% | 22.4% | ||
| Q2 25 | 1.7% | 20.8% | ||
| Q1 25 | 3.8% | 20.6% | ||
| Q4 24 | 6.1% | 20.8% | ||
| Q3 24 | -78.9% | 18.5% | ||
| Q2 24 | -13.2% | 20.1% |
每股收益（稀释后）ALBLIN
| Q1 26 | — | $3.98 | ||
| Q4 25 | $-3.88 | $3.28 | ||
| Q3 25 | $-1.72 | $4.09 | ||
| Q2 25 | $-0.16 | $3.73 | ||
| Q1 25 | $0.00 | $3.51 | ||
| Q4 24 | $0.29 | $3.61 | ||
| Q3 24 | $-9.45 | $3.22 | ||
| Q2 24 | $-1.96 | $3.44 |
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 | — | $4.0M |
| 总债务越低越好 | $3.2B | $24.7M |
| 股东权益账面价值 | $9.5B | $40.1M |
| 总资产 | $16.4B | $86.3M |
| 负债/权益比越低杠杆越低 | 0.33× | 0.62× |
8季度趋势，按日历期对齐
现金及短期投资ALBLIN
| Q1 26 | — | $4.0M | ||
| Q4 25 | — | $5.1B | ||
| Q3 25 | $1.9B | $4.5B | ||
| Q2 25 | $1.8B | $4.8B | ||
| Q1 25 | $1.5B | $5.3B | ||
| Q4 24 | $1.2B | $4.8B | ||
| Q3 24 | $1.7B | $5.2B | ||
| Q2 24 | $1.8B | $4.6B |
总债务ALBLIN
| Q1 26 | — | $24.7M | ||
| Q4 25 | $3.2B | $20.7B | ||
| Q3 25 | $3.6B | $18.6B | ||
| Q2 25 | $3.6B | $19.7B | ||
| Q1 25 | $3.5B | $17.6B | ||
| Q4 24 | $3.5B | $15.3B | ||
| Q3 24 | $3.6B | $17.5B | ||
| Q2 24 | $3.5B | $16.9B |
股东权益ALBLIN
| Q1 26 | — | $40.1M | ||
| Q4 25 | $9.5B | $38.2B | ||
| Q3 25 | $10.0B | $38.6B | ||
| Q2 25 | $10.2B | $38.5B | ||
| Q1 25 | $10.0B | $38.0B | ||
| Q4 24 | $10.0B | $38.1B | ||
| Q3 24 | $10.2B | $39.2B | ||
| Q2 24 | $11.2B | $38.2B |
总资产ALBLIN
| Q1 26 | — | $86.3M | ||
| Q4 25 | $16.4B | $86.8B | ||
| Q3 25 | $17.1B | $86.0B | ||
| Q2 25 | $17.3B | $86.1B | ||
| Q1 25 | $17.0B | $82.7B | ||
| Q4 24 | $16.6B | $80.1B | ||
| Q3 24 | $17.5B | $82.5B | ||
| Q2 24 | $18.4B | $80.2B |
负债/权益比ALBLIN
| Q1 26 | — | 0.62× | ||
| Q4 25 | 0.33× | 0.54× | ||
| Q3 25 | 0.36× | 0.48× | ||
| Q2 25 | 0.35× | 0.51× | ||
| Q1 25 | 0.35× | 0.46× | ||
| Q4 24 | 0.35× | 0.40× | ||
| Q3 24 | 0.35× | 0.45× | ||
| Q2 24 | 0.31× | 0.44× |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $233.1M | $898.0K |
| 自由现金流率自由现金流/营收 | 16.3% | 10.2% |
| 资本支出强度资本支出/营收 | 10.9% | — |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $692.5M | $4.2B |
8季度趋势，按日历期对齐
经营现金流ALBLIN
| Q1 26 | — | — | ||
| Q4 25 | $388.5M | $3.0B | ||
| Q3 25 | $355.6M | $2.9B | ||
| Q2 25 | $-7.2M | $2.2B | ||
| Q1 25 | $545.4M | $2.2B | ||
| Q4 24 | $674.0K | $2.8B | ||
| Q3 24 | $240.5M | $2.7B | ||
| Q2 24 | $362.9M | $1.9B |
自由现金流ALBLIN
| Q1 26 | — | $898.0K | ||
| Q4 25 | $233.1M | $1.6B | ||
| Q3 25 | $223.4M | $1.7B | ||
| Q2 25 | $-126.8M | $954.0M | ||
| Q1 25 | $362.8M | $891.0M | ||
| Q4 24 | $-355.1M | $1.6B | ||
| Q3 24 | $-62.6M | $1.7B | ||
| Q2 24 | $-84.7M | $796.0M |
自由现金流率ALBLIN
| Q1 26 | — | 10.2% | ||
| Q4 25 | 16.3% | 17.9% | ||
| Q3 25 | 17.1% | 19.4% | ||
| Q2 25 | -9.5% | 11.2% | ||
| Q1 25 | 33.7% | 11.0% | ||
| Q4 24 | -28.8% | 18.8% | ||
| Q3 24 | -4.6% | 19.9% | ||
| Q2 24 | -5.9% | 9.6% |
资本支出强度ALBLIN
| Q1 26 | — | — | ||
| Q4 25 | 10.9% | 16.6% | ||
| Q3 25 | 10.1% | 14.8% | ||
| Q2 25 | 9.0% | 14.8% | ||
| Q1 25 | 17.0% | 15.7% | ||
| Q4 24 | 28.9% | 15.1% | ||
| Q3 24 | 22.4% | 12.8% | ||
| Q2 24 | 31.3% | 13.7% |
现金转化率ALBLIN
| Q1 26 | — | — | ||
| Q4 25 | — | 1.98× | ||
| Q3 25 | — | 1.53× | ||
| Q2 25 | -0.31× | 1.25× | ||
| Q1 25 | 13.19× | 1.29× | ||
| Q4 24 | 0.01× | 1.63× | ||
| Q3 24 | — | 1.76× | ||
| Q2 24 | — | 1.16× |
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% |
LIN
暂无分部数据
