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艾利丹尼森（AVY）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
艾利丹尼森的季度营收约是Legacy Housing Corp的89.2倍（$2.3B vs $25.5M）。Legacy Housing Corp净利率更高（32.2% vs 7.3%，领先24.8%）。艾利丹尼森同比增速更快（3.9% vs -30.6%）。艾利丹尼森自由现金流更多（$309.7M vs $15.7M）。过去两年艾利丹尼森的营收复合增速更高（2.7% vs -9.1%）
艾利丹尼森是总部位于美国俄亥俄州门托市的财富500强跨国企业，专业从事压敏胶材料、服装品牌标签吊牌、RFID嵌体及特种医疗产品的生产与分销，业务覆盖全球多个主要市场。
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。
AVY vs LEGH — 直观对比
营收规模更大
AVY
是对方的89.2倍
$25.5M
营收增速更快
AVY
高出34.5%
-30.6%
净利率更高
LEGH
高出24.8%
7.3%
自由现金流更多
AVY
多$294.0M
$15.7M
两年增速更快
AVY
近两年复合增速
-9.1%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $2.3B | $25.5M |
| 净利润 | $166.4M | $8.2M |
| 毛利率 | 28.7% | 26.4% |
| 营业利润率 | 9.1% | 40.4% |
| 净利率 | 7.3% | 32.2% |
| 营收同比 | 3.9% | -30.6% |
| 净利润同比 | -4.4% | -43.5% |
| 每股收益（稀释后） | $2.16 | $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AVYLEGH
| Q4 25 | $2.3B | $25.5M | ||
| Q3 25 | $2.2B | $28.8M | ||
| Q2 25 | $2.2B | $38.4M | ||
| Q1 25 | $2.1B | $24.3M | ||
| Q4 24 | $2.2B | $36.7M | ||
| Q3 24 | $2.2B | $30.2M | ||
| Q2 24 | $2.2B | $31.7M | ||
| Q1 24 | $2.2B | $30.8M |
净利润AVYLEGH
| Q4 25 | $166.4M | $8.2M | ||
| Q3 25 | $166.3M | $8.6M | ||
| Q2 25 | $189.0M | $14.7M | ||
| Q1 25 | $166.3M | $10.3M | ||
| Q4 24 | $174.0M | $14.5M | ||
| Q3 24 | $181.7M | $15.8M | ||
| Q2 24 | $176.8M | $16.2M | ||
| Q1 24 | $172.4M | $15.1M |
毛利率AVYLEGH
| Q4 25 | 28.7% | 26.4% | ||
| Q3 25 | 28.7% | 20.2% | ||
| Q2 25 | 28.8% | 32.4% | ||
| Q1 25 | 28.9% | 29.2% | ||
| Q4 24 | 27.9% | 27.3% | ||
| Q3 24 | 28.7% | 29.2% | ||
| Q2 24 | 29.6% | 31.9% | ||
| Q1 24 | 29.4% | 33.6% |
营业利润率AVYLEGH
| Q4 25 | 9.1% | 40.4% | ||
| Q3 25 | 10.6% | 33.7% | ||
| Q2 25 | 11.5% | 43.8% | ||
| Q1 25 | 10.6% | 47.7% | ||
| Q4 24 | 11.0% | 42.3% | ||
| Q3 24 | 11.0% | 50.8% | ||
| Q2 24 | 10.7% | 50.6% | ||
| Q1 24 | 10.9% | 54.3% |
净利率AVYLEGH
| Q4 25 | 7.3% | 32.2% | ||
| Q3 25 | 7.5% | 30.0% | ||
| Q2 25 | 8.5% | 38.3% | ||
| Q1 25 | 7.7% | 42.3% | ||
| Q4 24 | 8.0% | 39.5% | ||
| Q3 24 | 8.3% | 52.4% | ||
| Q2 24 | 7.9% | 51.1% | ||
| Q1 24 | 8.0% | 49.1% |
每股收益（稀释后）AVYLEGH
| Q4 25 | $2.16 | $0.38 | ||
| Q3 25 | $2.13 | $0.35 | ||
| Q2 25 | $2.41 | $0.60 | ||
| Q1 25 | $2.09 | $0.41 | ||
| Q4 24 | $2.17 | $0.59 | ||
| Q3 24 | $2.25 | $0.64 | ||
| Q2 24 | $2.18 | $0.65 | ||
| Q1 24 | $2.13 | $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 | $202.8M | $8.5M |
| 总债务越低越好 | $3.2B | — |
| 股东权益账面价值 | $2.2B | $528.6M |
| 总资产 | $8.8B | $580.3M |
| 负债/权益比越低杠杆越低 | 1.43× | — |
8季度趋势，按日历期对齐
现金及短期投资AVYLEGH
| Q4 25 | $202.8M | $8.5M | ||
| Q3 25 | $536.3M | $13.6M | ||
| Q2 25 | $215.9M | $2.6M | ||
| Q1 25 | $195.9M | $3.4M | ||
| Q4 24 | $329.1M | $1.1M | ||
| Q3 24 | $212.7M | $570.0K | ||
| Q2 24 | $208.8M | $60.0K | ||
| Q1 24 | $185.7M | $621.0K |
总债务AVYLEGH
| Q4 25 | $3.2B | — | ||
| Q3 25 | $3.2B | — | ||
| Q2 25 | $2.6B | — | ||
| Q1 25 | $2.6B | — | ||
| Q4 24 | $2.6B | — | ||
| Q3 24 | $2.0B | — | ||
| Q2 24 | $2.0B | — | ||
| Q1 24 | $2.1B | — |
股东权益AVYLEGH
| Q4 25 | $2.2B | $528.6M | ||
| Q3 25 | $2.2B | $521.6M | ||
| Q2 25 | $2.2B | $512.8M | ||
| Q1 25 | $2.2B | $503.7M | ||
| Q4 24 | $2.3B | $494.0M | ||
| Q3 24 | $2.4B | $479.3M | ||
| Q2 24 | $2.3B | $463.2M | ||
| Q1 24 | $2.2B | $450.4M |
总资产AVYLEGH
| Q4 25 | $8.8B | $580.3M | ||
| Q3 25 | $8.9B | $557.9M | ||
| Q2 25 | $8.6B | $552.0M | ||
| Q1 25 | $8.4B | $544.6M | ||
| Q4 24 | $8.4B | $534.2M | ||
| Q3 24 | $8.5B | $521.4M | ||
| Q2 24 | $8.3B | $514.9M | ||
| Q1 24 | $8.3B | $510.0M |
负债/权益比AVYLEGH
| Q4 25 | 1.43× | — | ||
| Q3 25 | 1.45× | — | ||
| Q2 25 | 1.19× | — | ||
| Q1 25 | 1.19× | — | ||
| Q4 24 | 1.11× | — | ||
| Q3 24 | 0.85× | — | ||
| Q2 24 | 0.89× | — | ||
| Q1 24 | 0.94× | — |
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 | $376.8M | $19.0M |
| 自由现金流经营现金流 - 资本支出 | $309.7M | $15.7M |
| 自由现金流率自由现金流/营收 | 13.6% | 61.6% |
| 资本支出强度资本支出/营收 | 3.0% | 13.1% |
| 现金转化率经营现金流/净利润 | 2.26× | 2.32× |
| 过去12个月自由现金流最近4个季度 | $712.4M | $28.2M |
8季度趋势，按日历期对齐
经营现金流AVYLEGH
| Q4 25 | $376.8M | $19.0M | ||
| Q3 25 | $312.1M | $7.2M | ||
| Q2 25 | $208.8M | $6.1M | ||
| Q1 25 | $-16.3M | $4.9M | ||
| Q4 24 | $351.2M | $7.9M | ||
| Q3 24 | $270.1M | $13.8M | ||
| Q2 24 | $197.7M | $3.5M | ||
| Q1 24 | $119.8M | $10.8M |
自由现金流AVYLEGH
| Q4 25 | $309.7M | $15.7M | ||
| Q3 25 | $276.2M | $5.1M | ||
| Q2 25 | $178.8M | $3.7M | ||
| Q1 25 | $-52.3M | $3.6M | ||
| Q4 24 | $281.7M | $6.0M | ||
| Q3 24 | $227.1M | $9.1M | ||
| Q2 24 | $150.2M | $1.7M | ||
| Q1 24 | $71.0M | $9.9M |
自由现金流率AVYLEGH
| Q4 25 | 13.6% | 61.6% | ||
| Q3 25 | 12.5% | 17.8% | ||
| Q2 25 | 8.1% | 9.6% | ||
| Q1 25 | -2.4% | 15.0% | ||
| Q4 24 | 12.9% | 16.4% | ||
| Q3 24 | 10.4% | 30.2% | ||
| Q2 24 | 6.7% | 5.4% | ||
| Q1 24 | 3.3% | 32.2% |
资本支出强度AVYLEGH
| Q4 25 | 3.0% | 13.1% | ||
| Q3 25 | 1.6% | 7.1% | ||
| Q2 25 | 1.4% | 6.2% | ||
| Q1 25 | 1.7% | 5.2% | ||
| Q4 24 | 3.2% | 5.1% | ||
| Q3 24 | 2.0% | 15.6% | ||
| Q2 24 | 2.1% | 5.5% | ||
| Q1 24 | 2.3% | 2.8% |
现金转化率AVYLEGH
| Q4 25 | 2.26× | 2.32× | ||
| Q3 25 | 1.88× | 0.83× | ||
| Q2 25 | 1.10× | 0.41× | ||
| Q1 25 | -0.10× | 0.48× | ||
| Q4 24 | 2.02× | 0.54× | ||
| Q3 24 | 1.49× | 0.88× | ||
| Q2 24 | 1.12× | 0.21× | ||
| Q1 24 | 0.69× | 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
AVY
| Other | $1.1B | 47% |
| Materials Group Segment | $475.0M | 21% |
| Apparel And Other | $460.8M | 20% |
| Identification Solutions And Vestcom | $263.4M | 12% |
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% |
