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科睿唯安（CLVT）与LCI INDUSTRIES（LCII）财务数据对比。点击上方公司名可切换其他公司
LCI INDUSTRIES的季度营收约是科睿唯安的1.6倍（$932.7M vs $585.5M），LCI INDUSTRIES净利率更高（2.0% vs -6.9%，领先8.9%），LCI INDUSTRIES同比增速更快（16.1% vs -1.4%），科睿唯安自由现金流更多（$78.9M vs $64.3M），过去两年LCI INDUSTRIES的营收复合增速更高（-1.8% vs -5.1%）
科睿唯安是一家英美合资的上市分析服务企业，主要提供订阅制信息服务，覆盖文献计量、科学计量、商业与市场情报领域，同时为医药、生物科技行业提供专利、监管合规相关的竞争分析，也提供商标保护、域名与品牌保护服务，旗下Web of Science产品系列还负责计算学术期刊的影响因子。
拉奇核心工业有限公司前身为巴基斯坦帝国化学工业公司，是一家总部位于卡拉奇的巴基斯坦综合性企业集团，业务覆盖聚酯、医药、农用化学品、纯碱及兽药等多品类产品的研发生产，在巴基斯坦本土工业领域拥有重要市场地位。
CLVT vs LCII — 直观对比
营收规模更大
LCII
是对方的1.6倍
$585.5M
营收增速更快
LCII
高出17.5%
-1.4%
净利率更高
LCII
高出8.9%
-6.9%
自由现金流更多
CLVT
多$14.6M
$64.3M
两年增速更快
LCII
近两年复合增速
-5.1%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $585.5M | $932.7M |
| 净利润 | $-40.2M | $18.7M |
| 毛利率 | 67.2% | 22.1% |
| 营业利润率 | 5.2% | 3.8% |
| 净利率 | -6.9% | 2.0% |
| 营收同比 | -1.4% | 16.1% |
| 净利润同比 | 61.3% | 95.7% |
| 每股收益（稀释后） | $-0.06 | $0.79 |
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CLVTLCII
| Q1 26 | $585.5M | — | ||
| Q4 25 | $617.0M | $932.7M | ||
| Q3 25 | $623.1M | $1.0B | ||
| Q2 25 | $621.4M | $1.1B | ||
| Q1 25 | $593.7M | $1.0B | ||
| Q4 24 | $663.0M | $803.1M | ||
| Q3 24 | $622.2M | $915.5M | ||
| Q2 24 | $650.3M | $1.1B |
净利润CLVTLCII
| Q1 26 | $-40.2M | — | ||
| Q4 25 | $3.1M | $18.7M | ||
| Q3 25 | $-28.3M | $62.5M | ||
| Q2 25 | $-72.0M | $57.6M | ||
| Q1 25 | $-103.9M | $49.4M | ||
| Q4 24 | $-191.8M | $9.5M | ||
| Q3 24 | $-65.6M | $35.6M | ||
| Q2 24 | $-304.3M | $61.2M |
毛利率CLVTLCII
| Q1 26 | 67.2% | — | ||
| Q4 25 | 66.8% | 22.1% | ||
| Q3 25 | 65.0% | 24.4% | ||
| Q2 25 | 67.2% | 24.4% | ||
| Q1 25 | 65.1% | 24.1% | ||
| Q4 24 | 65.7% | 21.1% | ||
| Q3 24 | 66.2% | 24.0% | ||
| Q2 24 | 67.2% | 25.3% |
营业利润率CLVTLCII
| Q1 26 | 5.2% | — | ||
| Q4 25 | 6.7% | 3.8% | ||
| Q3 25 | 7.1% | 7.3% | ||
| Q2 25 | 1.1% | 7.9% | ||
| Q1 25 | -3.5% | 7.8% | ||
| Q4 24 | -9.4% | 2.0% | ||
| Q3 24 | 3.5% | 5.9% | ||
| Q2 24 | -36.9% | 8.6% |
净利率CLVTLCII
| Q1 26 | -6.9% | — | ||
| Q4 25 | 0.5% | 2.0% | ||
| Q3 25 | -4.5% | 6.0% | ||
| Q2 25 | -11.6% | 5.2% | ||
| Q1 25 | -17.5% | 4.7% | ||
| Q4 24 | -28.9% | 1.2% | ||
| Q3 24 | -10.5% | 3.9% | ||
| Q2 24 | -46.8% | 5.8% |
每股收益（稀释后）CLVTLCII
| Q1 26 | $-0.06 | — | ||
| Q4 25 | $0.00 | $0.79 | ||
| Q3 25 | $-0.04 | $2.55 | ||
| Q2 25 | $-0.11 | $2.29 | ||
| Q1 25 | $-0.15 | $1.94 | ||
| Q4 24 | $-0.27 | $0.37 | ||
| Q3 24 | $-0.09 | $1.39 | ||
| Q2 24 | $-0.46 | $2.40 |
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 | — | $222.6M |
| 总债务越低越好 | $4.3B | $945.2M |
| 股东权益账面价值 | $4.8B | $1.4B |
| 总资产 | $10.9B | $3.2B |
| 负债/权益比越低杠杆越低 | 0.89× | 0.69× |
8季度趋势，按日历期对齐
现金及短期投资CLVTLCII
| Q1 26 | — | — | ||
| Q4 25 | $329.2M | $222.6M | ||
| Q3 25 | $318.7M | $199.7M | ||
| Q2 25 | $362.6M | $191.9M | ||
| Q1 25 | $354.0M | $231.2M | ||
| Q4 24 | $295.2M | $165.8M | ||
| Q3 24 | $388.5M | $161.2M | ||
| Q2 24 | $376.4M | $130.4M |
总债务CLVTLCII
| Q1 26 | $4.3B | — | ||
| Q4 25 | $4.3B | $945.2M | ||
| Q3 25 | $4.4B | $947.8M | ||
| Q2 25 | $4.5B | $948.0M | ||
| Q1 25 | $4.5B | $938.3M | ||
| Q4 24 | $4.5B | $757.3M | ||
| Q3 24 | $4.6B | $822.5M | ||
| Q2 24 | $4.6B | $829.7M |
股东权益CLVTLCII
| Q1 26 | $4.8B | — | ||
| Q4 25 | $4.8B | $1.4B | ||
| Q3 25 | $4.9B | $1.4B | ||
| Q2 25 | $5.0B | $1.4B | ||
| Q1 25 | $5.0B | $1.4B | ||
| Q4 24 | $5.1B | $1.4B | ||
| Q3 24 | $5.5B | $1.4B | ||
| Q2 24 | $5.6B | $1.4B |
总资产CLVTLCII
| Q1 26 | $10.9B | — | ||
| Q4 25 | $11.1B | $3.2B | ||
| Q3 25 | $11.2B | $3.2B | ||
| Q2 25 | $11.4B | $3.2B | ||
| Q1 25 | $11.5B | $3.1B | ||
| Q4 24 | $11.5B | $2.9B | ||
| Q3 24 | $12.0B | $3.0B | ||
| Q2 24 | $12.1B | $3.0B |
负债/权益比CLVTLCII
| Q1 26 | 0.89× | — | ||
| Q4 25 | 0.89× | 0.69× | ||
| Q3 25 | 0.90× | 0.70× | ||
| Q2 25 | 0.90× | 0.68× | ||
| Q1 25 | 0.90× | 0.69× | ||
| Q4 24 | 0.88× | 0.55× | ||
| Q3 24 | 0.84× | 0.58× | ||
| Q2 24 | 0.83× | 0.60× |
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 | $134.7M | $78.9M |
| 自由现金流经营现金流 - 资本支出 | $78.9M | $64.3M |
| 自由现金流率自由现金流/营收 | 13.5% | 6.9% |
| 资本支出强度资本支出/营收 | 9.5% | 1.6% |
| 现金转化率经营现金流/净利润 | — | 4.22× |
| 过去12个月自由现金流最近4个季度 | $333.9M | $278.3M |
8季度趋势，按日历期对齐
经营现金流CLVTLCII
| Q1 26 | $134.7M | — | ||
| Q4 25 | $159.9M | $78.9M | ||
| Q3 25 | $181.1M | $97.2M | ||
| Q2 25 | $116.3M | $112.2M | ||
| Q1 25 | $171.2M | $42.7M | ||
| Q4 24 | $141.3M | $106.6M | ||
| Q3 24 | $202.9M | $78.4M | ||
| Q2 24 | $126.2M | $192.9M |
自由现金流CLVTLCII
| Q1 26 | $78.9M | — | ||
| Q4 25 | $89.2M | $64.3M | ||
| Q3 25 | $115.5M | $80.9M | ||
| Q2 25 | $50.3M | $99.5M | ||
| Q1 25 | $110.3M | $33.7M | ||
| Q4 24 | $59.1M | $95.7M | ||
| Q3 24 | $126.3M | $68.3M | ||
| Q2 24 | $60.3M | $180.2M |
自由现金流率CLVTLCII
| Q1 26 | 13.5% | — | ||
| Q4 25 | 14.5% | 6.9% | ||
| Q3 25 | 18.5% | 7.8% | ||
| Q2 25 | 8.1% | 9.0% | ||
| Q1 25 | 18.6% | 3.2% | ||
| Q4 24 | 8.9% | 11.9% | ||
| Q3 24 | 20.3% | 7.5% | ||
| Q2 24 | 9.3% | 17.1% |
资本支出强度CLVTLCII
| Q1 26 | 9.5% | — | ||
| Q4 25 | 11.5% | 1.6% | ||
| Q3 25 | 10.5% | 1.6% | ||
| Q2 25 | 10.6% | 1.2% | ||
| Q1 25 | 10.3% | 0.9% | ||
| Q4 24 | 12.4% | 1.4% | ||
| Q3 24 | 12.3% | 1.1% | ||
| Q2 24 | 10.1% | 1.2% |
现金转化率CLVTLCII
| Q1 26 | — | — | ||
| Q4 25 | 51.58× | 4.22× | ||
| Q3 25 | — | 1.55× | ||
| Q2 25 | — | 1.95× | ||
| Q1 25 | — | 0.86× | ||
| Q4 24 | — | 11.17× | ||
| Q3 24 | — | 2.20× | ||
| Q2 24 | — | 3.15× |
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
CLVT
| Subscription | $397.5M | 68% |
| Re-occurring | $108.6M | 19% |
| Transactional | $79.4M | 14% |
LCII
| Travel Trailer And Fifth Wheels | $378.4M | 41% |
| Chassis Chassis Partsand Slideout Mechanisms | $206.1M | 22% |
| Furnitureand Mattresses | $120.4M | 13% |
| Appliances | $69.9M | 7% |
| Other Products | $69.1M | 7% |
| Axlesand Suspension Solutions | $62.3M | 7% |
| Motorhomes | $34.2M | 4% |
