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CASEYS GENERAL STORES INC（CASY）与林德（LIN）财务数据对比。点击上方公司名可切换其他公司
林德的季度营收约是CASEYS GENERAL STORES INC的1.9倍（$8.8B vs $4.5B），林德净利率更高（17.5% vs 4.6%，领先12.9%），CASEYS GENERAL STORES INC同比增速更快（14.2% vs 5.8%），林德自由现金流更多（$1.6B vs $176.0M），过去两年CASEYS GENERAL STORES INC的营收复合增速更高（16.3% vs 4.0%）
凯西零售是美国中西部及南部的连锁便利店企业，总部位于爱荷华州得梅因市郊的安克尼。截至2023年10月1日，品牌在16个州共开设2500家门店，是美国第三大、全美资最大的便利店连锁品牌，也是爱荷华州仅有的两家财富500强企业之一，旗下披萨等食品广受消费者欢迎。
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。
CASY vs LIN — 直观对比
营收规模更大
LIN
是对方的1.9倍
$4.5B
营收增速更快
CASY
高出8.4%
5.8%
净利率更高
LIN
高出12.9%
4.6%
自由现金流更多
LIN
多$1.4B
$176.0M
两年增速更快
CASY
近两年复合增速
4.0%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $4.5B | $8.8B |
| 净利润 | $206.3M | $1.5B |
| 毛利率 | — | — |
| 营业利润率 | 6.1% | 23.0% |
| 净利率 | 4.6% | 17.5% |
| 营收同比 | 14.2% | 5.8% |
| 净利润同比 | 14.0% | -11.3% |
| 每股收益（稀释后） | $5.53 | $3.28 |
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CASYLIN
| Q4 25 | $4.5B | $8.8B | ||
| Q3 25 | $4.6B | $8.6B | ||
| Q2 25 | $4.0B | $8.5B | ||
| Q1 25 | $3.9B | $8.1B | ||
| Q4 24 | $3.9B | $8.3B | ||
| Q3 24 | $4.1B | $8.4B | ||
| Q2 24 | $3.6B | $8.3B | ||
| Q1 24 | $3.3B | $8.1B |
净利润CASYLIN
| Q4 25 | $206.3M | $1.5B | ||
| Q3 25 | $215.4M | $1.9B | ||
| Q2 25 | $98.3M | $1.8B | ||
| Q1 25 | $87.1M | $1.7B | ||
| Q4 24 | $180.9M | $1.7B | ||
| Q3 24 | $180.2M | $1.6B | ||
| Q2 24 | $87.0M | $1.7B | ||
| Q1 24 | $86.9M | $1.6B |
营业利润率CASYLIN
| Q4 25 | 6.1% | 23.0% | ||
| Q3 25 | 6.1% | 27.5% | ||
| Q2 25 | — | 27.7% | ||
| Q1 25 | 2.8% | 26.9% | ||
| Q4 24 | 6.1% | 27.4% | ||
| Q3 24 | 5.8% | 25.0% | ||
| Q2 24 | — | 26.4% | ||
| Q1 24 | 3.4% | 25.9% |
净利率CASYLIN
| Q4 25 | 4.6% | 17.5% | ||
| Q3 25 | 4.7% | 22.4% | ||
| Q2 25 | 2.5% | 20.8% | ||
| Q1 25 | 2.2% | 20.6% | ||
| Q4 24 | 4.6% | 20.8% | ||
| Q3 24 | 4.4% | 18.5% | ||
| Q2 24 | 2.4% | 20.1% | ||
| Q1 24 | 2.6% | 20.1% |
每股收益（稀释后）CASYLIN
| Q4 25 | $5.53 | $3.28 | ||
| Q3 25 | $5.77 | $4.09 | ||
| Q2 25 | $2.63 | $3.73 | ||
| Q1 25 | $2.33 | $3.51 | ||
| Q4 24 | $4.85 | $3.61 | ||
| Q3 24 | $4.83 | $3.22 | ||
| Q2 24 | $2.34 | $3.44 | ||
| Q1 24 | $2.33 | $3.35 |
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 | $492.0M | $5.1B |
| 总债务越低越好 | — | $20.7B |
| 股东权益账面价值 | $3.8B | $38.2B |
| 总资产 | $8.6B | $86.8B |
| 负债/权益比越低杠杆越低 | — | 0.54× |
8季度趋势，按日历期对齐
现金及短期投资CASYLIN
| Q4 25 | $492.0M | $5.1B | ||
| Q3 25 | $458.1M | $4.5B | ||
| Q2 25 | $326.7M | $4.8B | ||
| Q1 25 | $394.8M | $5.3B | ||
| Q4 24 | $351.7M | $4.8B | ||
| Q3 24 | $305.0M | $5.2B | ||
| Q2 24 | $206.5M | $4.6B | ||
| Q1 24 | $177.9M | $4.8B |
总债务CASYLIN
| Q4 25 | — | $20.7B | ||
| Q3 25 | — | $18.6B | ||
| Q2 25 | $2.4B | $19.7B | ||
| Q1 25 | — | $17.6B | ||
| Q4 24 | — | $15.3B | ||
| Q3 24 | — | $17.5B | ||
| Q2 24 | $1.6B | $16.9B | ||
| Q1 24 | — | $15.2B |
股东权益CASYLIN
| Q4 25 | $3.8B | $38.2B | ||
| Q3 25 | $3.6B | $38.6B | ||
| Q2 25 | $3.5B | $38.5B | ||
| Q1 25 | $3.4B | $38.0B | ||
| Q4 24 | $3.3B | $38.1B | ||
| Q3 24 | $3.2B | $39.2B | ||
| Q2 24 | $3.0B | $38.2B | ||
| Q1 24 | $2.9B | $38.8B |
总资产CASYLIN
| Q4 25 | $8.6B | $86.8B | ||
| Q3 25 | $8.4B | $86.0B | ||
| Q2 25 | $8.2B | $86.1B | ||
| Q1 25 | $8.2B | $82.7B | ||
| Q4 24 | $7.7B | $80.1B | ||
| Q3 24 | $6.5B | $82.5B | ||
| Q2 24 | $6.3B | $80.2B | ||
| Q1 24 | $6.2B | $80.3B |
负债/权益比CASYLIN
| Q4 25 | — | 0.54× | ||
| Q3 25 | — | 0.48× | ||
| Q2 25 | 0.69× | 0.51× | ||
| Q1 25 | — | 0.46× | ||
| Q4 24 | — | 0.40× | ||
| Q3 24 | — | 0.45× | ||
| Q2 24 | 0.52× | 0.44× | ||
| Q1 24 | — | 0.39× |
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 | $347.1M | $3.0B |
| 自由现金流经营现金流 - 资本支出 | $176.0M | $1.6B |
| 自由现金流率自由现金流/营收 | 3.9% | 17.9% |
| 资本支出强度资本支出/营收 | 3.8% | 16.6% |
| 现金转化率经营现金流/净利润 | 1.68× | 1.98× |
| 过去12个月自由现金流最近4个季度 | $682.2M | $5.1B |
8季度趋势，按日历期对齐
经营现金流CASYLIN
| Q4 25 | $347.1M | $3.0B | ||
| Q3 25 | $372.4M | $2.9B | ||
| Q2 25 | $333.9M | $2.2B | ||
| Q1 25 | $204.9M | $2.2B | ||
| Q4 24 | $270.7M | $2.8B | ||
| Q3 24 | $281.4M | $2.7B | ||
| Q2 24 | $288.4M | $1.9B | ||
| Q1 24 | $122.8M | $2.0B |
自由现金流CASYLIN
| Q4 25 | $176.0M | $1.6B | ||
| Q3 25 | $262.4M | $1.7B | ||
| Q2 25 | $153.1M | $954.0M | ||
| Q1 25 | $90.7M | $891.0M | ||
| Q4 24 | $160.0M | $1.6B | ||
| Q3 24 | $180.8M | $1.7B | ||
| Q2 24 | $92.1M | $796.0M | ||
| Q1 24 | $-27.0M | $906.0M |
自由现金流率CASYLIN
| Q4 25 | 3.9% | 17.9% | ||
| Q3 25 | 5.7% | 19.4% | ||
| Q2 25 | 3.8% | 11.2% | ||
| Q1 25 | 2.3% | 11.0% | ||
| Q4 24 | 4.1% | 18.8% | ||
| Q3 24 | 4.4% | 19.9% | ||
| Q2 24 | 2.6% | 9.6% | ||
| Q1 24 | -0.8% | 11.2% |
资本支出强度CASYLIN
| Q4 25 | 3.8% | 16.6% | ||
| Q3 25 | 2.4% | 14.8% | ||
| Q2 25 | 4.5% | 14.8% | ||
| Q1 25 | 2.9% | 15.7% | ||
| Q4 24 | 2.8% | 15.1% | ||
| Q3 24 | 2.5% | 12.8% | ||
| Q2 24 | 5.5% | 13.7% | ||
| Q1 24 | 4.5% | 12.9% |
现金转化率CASYLIN
| Q4 25 | 1.68× | 1.98× | ||
| Q3 25 | 1.73× | 1.53× | ||
| Q2 25 | 3.40× | 1.25× | ||
| Q1 25 | 2.35× | 1.29× | ||
| Q4 24 | 1.50× | 1.63× | ||
| Q3 24 | 1.56× | 1.76× | ||
| Q2 24 | 3.31× | 1.16× | ||
| Q1 24 | 1.41× | 1.20× |
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
CASY
暂无分部数据
LIN
| Other | $4.9B | 56% |
| Packaged Gas | $1.6B | 19% |
| Merchant | $1.2B | 14% |
| On Site | $950.0M | 11% |
| Other Distribution Methods | $64.0M | 1% |
