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普立万（AVNT）与LGI Homes, Inc.（LGIH）财务数据对比。点击上方公司名可切换其他公司
普立万的季度营收约是LGI Homes, Inc.的1.6倍（$760.6M vs $474.0M），LGI Homes, Inc.净利率更高（3.7% vs 2.2%，领先1.4%），普立万同比增速更快（1.9% vs -15.0%），过去两年LGI Homes, Inc.的营收复合增速更高（10.1% vs -4.2%）
普立万公司是一家全球性材料解决方案供应商，总部位于美国俄亥俄州埃文湖，全球员工约9000人。主营产品涵盖色母粒、先进复合材料、功能添加剂以及工程材料，为多行业客户提供定制化的材料相关技术支持与解决方案。
LGI Homes是一家总部位于美国得克萨斯州的新建住宅开发商，业务聚焦美国西南部地区。据《建筑商》杂志统计，该公司目前是美国第十大住宅建筑商，2019年共交付房屋7690套，较2018年增长18.1%，全年房屋销售营收达18亿美元，行业规模位居美国前列。
AVNT vs LGIH — 直观对比
营收规模更大
AVNT
是对方的1.6倍
$474.0M
营收增速更快
AVNT
高出16.9%
-15.0%
净利率更高
LGIH
高出1.4%
2.2%
两年增速更快
LGIH
近两年复合增速
-4.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $760.6M | $474.0M |
| 净利润 | $16.9M | $17.3M |
| 毛利率 | 30.2% | 17.7% |
| 营业利润率 | 5.2% | 3.9% |
| 净利率 | 2.2% | 3.7% |
| 营收同比 | 1.9% | -15.0% |
| 净利润同比 | -65.0% | -66.0% |
| 每股收益（稀释后） | $0.18 | $0.74 |
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AVNTLGIH
| Q4 25 | $760.6M | $474.0M | ||
| Q3 25 | $806.5M | $396.6M | ||
| Q2 25 | $866.5M | $483.5M | ||
| Q1 25 | $826.6M | $351.4M | ||
| Q4 24 | $746.5M | $557.4M | ||
| Q3 24 | $815.2M | $651.9M | ||
| Q2 24 | $849.7M | $602.5M | ||
| Q1 24 | $829.0M | $390.9M |
净利润AVNTLGIH
| Q4 25 | $16.9M | $17.3M | ||
| Q3 25 | $32.6M | $19.7M | ||
| Q2 25 | $52.6M | $31.5M | ||
| Q1 25 | $-20.2M | $4.0M | ||
| Q4 24 | $48.3M | $50.9M | ||
| Q3 24 | $38.2M | $69.6M | ||
| Q2 24 | $33.6M | $58.6M | ||
| Q1 24 | $49.4M | $17.1M |
毛利率AVNTLGIH
| Q4 25 | 30.2% | 17.7% | ||
| Q3 25 | 30.4% | 21.5% | ||
| Q2 25 | 32.1% | 22.9% | ||
| Q1 25 | 31.8% | 21.0% | ||
| Q4 24 | 34.8% | 22.9% | ||
| Q3 24 | 32.1% | 25.1% | ||
| Q2 24 | 30.3% | 25.0% | ||
| Q1 24 | 33.6% | 23.4% |
营业利润率AVNTLGIH
| Q4 25 | 5.2% | 3.9% | ||
| Q3 25 | 8.3% | 5.4% | ||
| Q2 25 | 11.1% | 8.2% | ||
| Q1 25 | 0.1% | 0.0% | ||
| Q4 24 | 11.5% | 8.2% | ||
| Q3 24 | 9.5% | 12.3% | ||
| Q2 24 | 8.5% | 11.2% | ||
| Q1 24 | 11.3% | 4.8% |
净利率AVNTLGIH
| Q4 25 | 2.2% | 3.7% | ||
| Q3 25 | 4.0% | 5.0% | ||
| Q2 25 | 6.1% | 6.5% | ||
| Q1 25 | -2.4% | 1.1% | ||
| Q4 24 | 6.5% | 9.1% | ||
| Q3 24 | 4.7% | 10.7% | ||
| Q2 24 | 4.0% | 9.7% | ||
| Q1 24 | 6.0% | 4.4% |
每股收益（稀释后）AVNTLGIH
| Q4 25 | $0.18 | $0.74 | ||
| Q3 25 | $0.36 | $0.85 | ||
| Q2 25 | $0.57 | $1.36 | ||
| Q1 25 | $-0.22 | $0.17 | ||
| Q4 24 | $0.53 | $2.15 | ||
| Q3 24 | $0.41 | $2.95 | ||
| Q2 24 | $0.36 | $2.48 | ||
| Q1 24 | $0.54 | $0.72 |
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 | — | — |
| 总债务越低越好 | $1.9B | $1.7B |
| 股东权益账面价值 | $2.4B | $2.1B |
| 总资产 | $6.0B | $3.9B |
| 负债/权益比越低杠杆越低 | 0.81× | 0.79× |
8季度趋势，按日历期对齐
现金及短期投资AVNTLGIH
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $53.2M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
总债务AVNTLGIH
| Q4 25 | $1.9B | $1.7B | ||
| Q3 25 | $2.0B | — | ||
| Q2 25 | $2.0B | — | ||
| Q1 25 | $2.1B | — | ||
| Q4 24 | $2.1B | $1.5B | ||
| Q3 24 | $2.1B | — | ||
| Q2 24 | $2.1B | — | ||
| Q1 24 | $2.1B | — |
股东权益AVNTLGIH
| Q4 25 | $2.4B | $2.1B | ||
| Q3 25 | $2.4B | $2.1B | ||
| Q2 25 | $2.4B | $2.1B | ||
| Q1 25 | $2.3B | $2.0B | ||
| Q4 24 | $2.3B | $2.0B | ||
| Q3 24 | $2.4B | $2.0B | ||
| Q2 24 | $2.3B | $1.9B | ||
| Q1 24 | $2.3B | $1.9B |
总资产AVNTLGIH
| Q4 25 | $6.0B | $3.9B | ||
| Q3 25 | $6.1B | $4.0B | ||
| Q2 25 | $6.1B | $4.0B | ||
| Q1 25 | $5.8B | $3.9B | ||
| Q4 24 | $5.8B | $3.8B | ||
| Q3 24 | $6.0B | $3.8B | ||
| Q2 24 | $5.9B | $3.7B | ||
| Q1 24 | $5.9B | $3.5B |
负债/权益比AVNTLGIH
| Q4 25 | 0.81× | 0.79× | ||
| Q3 25 | 0.83× | — | ||
| Q2 25 | 0.86× | — | ||
| Q1 25 | 0.90× | — | ||
| Q4 24 | 0.89× | 0.73× | ||
| Q3 24 | 0.88× | — | ||
| Q2 24 | 0.90× | — | ||
| Q1 24 | 0.90× | — |
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 | $167.8M | $86.8M |
| 自由现金流经营现金流 - 资本支出 | $125.4M | — |
| 自由现金流率自由现金流/营收 | 16.5% | — |
| 资本支出强度资本支出/营收 | 5.6% | 0.0% |
| 现金转化率经营现金流/净利润 | 9.93× | 5.01× |
| 过去12个月自由现金流最近4个季度 | $195.0M | — |
8季度趋势，按日历期对齐
经营现金流AVNTLGIH
| Q4 25 | $167.8M | $86.8M | ||
| Q3 25 | $72.1M | $-13.2M | ||
| Q2 25 | $112.8M | $-86.4M | ||
| Q1 25 | $-51.1M | $-127.1M | ||
| Q4 24 | $122.6M | $57.0M | ||
| Q3 24 | $71.1M | $-17.8M | ||
| Q2 24 | $105.9M | $-83.5M | ||
| Q1 24 | $-42.8M | $-99.5M |
自由现金流AVNTLGIH
| Q4 25 | $125.4M | — | ||
| Q3 25 | $47.4M | $-13.3M | ||
| Q2 25 | $85.8M | $-86.4M | ||
| Q1 25 | $-63.6M | $-128.0M | ||
| Q4 24 | $81.5M | $56.4M | ||
| Q3 24 | $46.1M | $-17.8M | ||
| Q2 24 | $74.5M | $-83.8M | ||
| Q1 24 | $-67.2M | $-100.5M |
自由现金流率AVNTLGIH
| Q4 25 | 16.5% | — | ||
| Q3 25 | 5.9% | -3.3% | ||
| Q2 25 | 9.9% | -17.9% | ||
| Q1 25 | -7.7% | -36.4% | ||
| Q4 24 | 10.9% | 10.1% | ||
| Q3 24 | 5.7% | -2.7% | ||
| Q2 24 | 8.8% | -13.9% | ||
| Q1 24 | -8.1% | -25.7% |
资本支出强度AVNTLGIH
| Q4 25 | 5.6% | 0.0% | ||
| Q3 25 | 3.1% | 0.0% | ||
| Q2 25 | 3.1% | 0.0% | ||
| Q1 25 | 1.5% | 0.2% | ||
| Q4 24 | 5.5% | 0.1% | ||
| Q3 24 | 3.1% | 0.0% | ||
| Q2 24 | 3.7% | 0.0% | ||
| Q1 24 | 2.9% | 0.3% |
现金转化率AVNTLGIH
| Q4 25 | 9.93× | 5.01× | ||
| Q3 25 | 2.21× | -0.67× | ||
| Q2 25 | 2.14× | -2.74× | ||
| Q1 25 | — | -31.83× | ||
| Q4 24 | 2.54× | 1.12× | ||
| Q3 24 | 1.86× | -0.26× | ||
| Q2 24 | 3.15× | -1.43× | ||
| Q1 24 | -0.87× | -5.83× |
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
AVNT
| Color Additives And Inks | $466.0M | 61% |
| Specialty Engineered Materials | $295.5M | 39% |
LGIH
| West Reportable Segment | $128.2M | 27% |
| Southeast Reportable Segment | $118.9M | 25% |
| Central Reportable Segment | $105.8M | 22% |
| Florida Reportable Segment | $69.2M | 15% |
| Northwest Reportable Segment | $51.8M | 11% |
