vs
空气化工产品公司(APD)与LUXFER HOLDINGS PLC(LXFR)财务数据对比。点击上方公司名可切换其他公司
空气化工产品公司的季度营收约是LUXFER HOLDINGS PLC的34.2倍($3.1B vs $90.7M)。空气化工产品公司净利率更高(21.9% vs -3.4%,领先25.3%)。空气化工产品公司同比增速更快(5.8% vs -12.3%)。LUXFER HOLDINGS PLC自由现金流更多($12.4M vs $-350.5M)。过去两年空气化工产品公司的营收复合增速更高(2.9% vs 0.7%)
空气化工产品公司是全球知名的工业气体供应商,业务覆盖全球各地,主营大气气体、工艺气体、特种气体、相关设备及服务,产品涵盖氧气、氮气、氩气、氢气、氦气、二氧化碳、一氧化碳、合成气等,同时供应空分装置、非低温发生器等气体生产处理设备,服务炼油、化工、气化等多个行业领域。
Luxfer Holdings PLC是一家全球性工业制造商,专注于高性能工程材料及零部件生产,核心产品包括轻量化铝制及复合材料储气系统、先进合金与特种材料,服务航空航天、医疗保健、汽车、工业制造、替代能源等全球多个核心领域。
APD vs LXFR — 直观对比
营收规模更大
APD
是对方的34.2倍
$90.7M
营收增速更快
APD
高出18.1%
-12.3%
净利率更高
APD
高出25.3%
-3.4%
自由现金流更多
LXFR
多$362.9M
$-350.5M
两年增速更快
APD
近两年复合增速
0.7%
损益表 — Q1 2026 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $3.1B | $90.7M |
| 净利润 | $678.2M | $-3.1M |
| 毛利率 | 32.1% | 24.4% |
| 营业利润率 | 23.7% | 3.6% |
| 净利率 | 21.9% | -3.4% |
| 营收同比 | 5.8% | -12.3% |
| 净利润同比 | 9.8% | -188.6% |
| 每股收益(稀释后) | $3.04 | $-0.12 |
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
APD
LXFR
| Q4 25 | $3.1B | $90.7M | ||
| Q3 25 | $3.2B | $92.9M | ||
| Q2 25 | $3.0B | $104.0M | ||
| Q1 25 | $2.9B | $97.0M | ||
| Q4 24 | $2.9B | $103.4M | ||
| Q3 24 | $3.2B | $99.4M | ||
| Q2 24 | $3.0B | $99.7M | ||
| Q1 24 | $2.9B | $89.4M |
净利润
APD
LXFR
| Q4 25 | $678.2M | $-3.1M | ||
| Q3 25 | $4.9M | $2.7M | ||
| Q2 25 | $713.8M | $2.6M | ||
| Q1 25 | $-1.7B | $5.5M | ||
| Q4 24 | $617.4M | $3.5M | ||
| Q3 24 | $1.9B | $12.7M | ||
| Q2 24 | $696.6M | $-500.0K | ||
| Q1 24 | $572.4M | $2.7M |
毛利率
APD
LXFR
| Q4 25 | 32.1% | 24.4% | ||
| Q3 25 | 32.3% | 23.4% | ||
| Q2 25 | 32.5% | 23.1% | ||
| Q1 25 | 29.6% | 22.1% | ||
| Q4 24 | 31.2% | 22.1% | ||
| Q3 24 | 34.0% | 22.5% | ||
| Q2 24 | 32.8% | 22.1% | ||
| Q1 24 | 32.0% | 20.6% |
营业利润率
APD
LXFR
| Q4 25 | 23.7% | 3.6% | ||
| Q3 25 | 0.5% | 5.8% | ||
| Q2 25 | 26.2% | 7.4% | ||
| Q1 25 | -79.8% | 7.8% | ||
| Q4 24 | 22.0% | 3.9% | ||
| Q3 24 | 76.1% | 17.5% | ||
| Q2 24 | 24.7% | 3.8% | ||
| Q1 24 | 21.7% | 5.5% |
净利率
APD
LXFR
| Q4 25 | 21.9% | -3.4% | ||
| Q3 25 | 0.2% | 2.9% | ||
| Q2 25 | 23.6% | 2.5% | ||
| Q1 25 | -59.3% | 5.7% | ||
| Q4 24 | 21.1% | 3.4% | ||
| Q3 24 | 61.2% | 12.8% | ||
| Q2 24 | 23.3% | -0.5% | ||
| Q1 24 | 19.5% | 3.0% |
每股收益(稀释后)
APD
LXFR
| Q4 25 | $3.04 | $-0.12 | ||
| Q3 25 | $0.03 | $0.10 | ||
| Q2 25 | $3.20 | $0.10 | ||
| Q1 25 | $-7.77 | $0.20 | ||
| Q4 24 | $2.77 | $0.13 | ||
| Q3 24 | $8.75 | $0.47 | ||
| Q2 24 | $3.13 | $-0.02 | ||
| Q1 24 | $2.57 | $0.10 |
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 | $1.0B | $8.3M |
| 总债务越低越好 | — | $39.4M |
| 股东权益账面价值 | $15.4B | $226.4M |
| 总资产 | $41.2B | $369.7M |
| 负债/权益比越低杠杆越低 | — | 0.17× |
8季度趋势,按日历期对齐
现金及短期投资
APD
LXFR
| Q4 25 | $1.0B | $8.3M | ||
| Q3 25 | $1.9B | $6.0M | ||
| Q2 25 | $2.3B | $4.4M | ||
| Q1 25 | $1.6B | $4.1M | ||
| Q4 24 | $2.0B | $4.1M | ||
| Q3 24 | $3.0B | $3.5M | ||
| Q2 24 | $2.4B | $4.3M | ||
| Q1 24 | $2.6B | $6.8M |
总债务
APD
LXFR
| Q4 25 | — | $39.4M | ||
| Q3 25 | — | $43.3M | ||
| Q2 25 | — | $52.6M | ||
| Q1 25 | — | $46.0M | ||
| Q4 24 | — | $45.1M | ||
| Q3 24 | — | $69.5M | ||
| Q2 24 | — | $74.2M | ||
| Q1 24 | — | $78.4M |
股东权益
APD
LXFR
| Q4 25 | $15.4B | $226.4M | ||
| Q3 25 | $15.0B | $231.6M | ||
| Q2 25 | $15.5B | $237.7M | ||
| Q1 25 | $14.7B | $226.7M | ||
| Q4 24 | $16.7B | $219.5M | ||
| Q3 24 | $17.0B | $225.1M | ||
| Q2 24 | $15.1B | $206.3M | ||
| Q1 24 | $14.9B | $210.3M |
总资产
APD
LXFR
| Q4 25 | $41.2B | $369.7M | ||
| Q3 25 | $41.1B | $377.4M | ||
| Q2 25 | $41.7B | $399.2M | ||
| Q1 25 | $38.9B | $385.2M | ||
| Q4 24 | $40.0B | $382.4M | ||
| Q3 24 | $39.6B | $404.8M | ||
| Q2 24 | $37.0B | $379.8M | ||
| Q1 24 | $35.9B | $386.0M |
负债/权益比
APD
LXFR
| Q4 25 | — | 0.17× | ||
| Q3 25 | — | 0.19× | ||
| Q2 25 | — | 0.22× | ||
| Q1 25 | — | 0.20× | ||
| Q4 24 | — | 0.21× | ||
| Q3 24 | — | 0.31× | ||
| Q2 24 | — | 0.36× | ||
| Q1 24 | — | 0.37× |
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 | $900.7M | $15.6M |
| 自由现金流经营现金流 - 资本支出 | $-350.5M | $12.4M |
| 自由现金流率自由现金流/营收 | -11.3% | 13.7% |
| 资本支出强度资本支出/营收 | 40.3% | 3.5% |
| 现金转化率经营现金流/净利润 | 1.33× | — |
| 过去12个月自由现金流最近4个季度 | — | $26.2M |
8季度趋势,按日历期对齐
经营现金流
APD
LXFR
| Q4 25 | $900.7M | $15.6M | ||
| Q3 25 | — | $11.8M | ||
| Q2 25 | $855.8M | $1.2M | ||
| Q1 25 | $328.1M | $5.4M | ||
| Q4 24 | $811.7M | $25.5M | ||
| Q3 24 | — | $13.0M | ||
| Q2 24 | $1.3B | $8.9M | ||
| Q1 24 | $801.7M | $3.7M |
自由现金流
APD
LXFR
| Q4 25 | $-350.5M | $12.4M | ||
| Q3 25 | — | $10.3M | ||
| Q2 25 | $-640.0M | $-700.0K | ||
| Q1 25 | $-1.6B | $4.2M | ||
| Q4 24 | $-1.3B | $22.5M | ||
| Q3 24 | — | $9.8M | ||
| Q2 24 | $-345.2M | $6.2M | ||
| Q1 24 | $-867.7M | $2.3M |
自由现金流率
APD
LXFR
| Q4 25 | -11.3% | 13.7% | ||
| Q3 25 | — | 11.1% | ||
| Q2 25 | -21.2% | -0.7% | ||
| Q1 25 | -53.6% | 4.3% | ||
| Q4 24 | -44.5% | 21.8% | ||
| Q3 24 | — | 9.9% | ||
| Q2 24 | -11.6% | 6.2% | ||
| Q1 24 | -29.6% | 2.6% |
资本支出强度
APD
LXFR
| Q4 25 | 40.3% | 3.5% | ||
| Q3 25 | 47.9% | 1.6% | ||
| Q2 25 | 49.5% | 1.8% | ||
| Q1 25 | 64.9% | 1.2% | ||
| Q4 24 | 72.2% | 2.9% | ||
| Q3 24 | 65.1% | 3.2% | ||
| Q2 24 | 53.8% | 2.7% | ||
| Q1 24 | 57.0% | 1.6% |
现金转化率
APD
LXFR
| Q4 25 | 1.33× | — | ||
| Q3 25 | — | 4.37× | ||
| Q2 25 | 1.20× | 0.46× | ||
| Q1 25 | — | 0.98× | ||
| Q4 24 | 1.31× | 7.29× | ||
| Q3 24 | — | 1.02× | ||
| Q2 24 | 1.81× | — | ||
| Q1 24 | 1.40× | 1.37× |
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
APD
| Other | $1.6B | 53% |
| Onsite | $783.9M | 25% |
| Merchant | $557.8M | 18% |
| Saleof Equipment | $117.0M | 4% |
LXFR
| Gas Cylinders Segment | $43.8M | 48% |
| Defense First Response And Healthcare | $18.6M | 21% |
| Rest Of Europe | $9.0M | 10% |
| DE | $7.0M | 8% |
| Asia Pacific | $5.8M | 6% |
| CA | $4.0M | 4% |
| Other | $2.5M | 3% |