vs
Caesarstone Ltd.（CSTE）与林肯电气（LECO）财务数据对比。点击上方公司名可切换其他公司
林肯电气的季度营收约是Caesarstone Ltd.的11.4倍（$1.1B vs $94.4M）。林肯电气净利率更高（12.6% vs -93.1%，领先105.7%）。林肯电气自由现金流更多（$52.0M vs $-47.1M）。过去两年林肯电气的营收复合增速更高（4.9% vs -57.8%）
凯撒斯通有限公司成立于1987年，总部位于以色列，是一家上市建材企业，主要生产销售石英、陶瓷、矿物及融合工艺饰面材料，产品广泛应用于厨房台面、化妆台面板、墙面装饰、室内地板及各类整体室内设计项目，目前在美国纳斯达克上市。
林肯电气是美国跨国焊接产品制造企业，总部位于俄亥俄州欧几里得市，主营弧焊设备、焊接配件、等离子及氧燃料切割设备、焊接机器人系统等，业务覆盖160余个国家和地区，在全球设有42个生产基地，同时在19个国家布局了生产联盟及合资企业。
CSTE vs LECO — 直观对比
营收规模更大
LECO
是对方的11.4倍
$94.4M
净利率更高
LECO
高出105.7%
-93.1%
自由现金流更多
LECO
多$99.1M
$-47.1M
两年增速更快
LECO
近两年复合增速
-57.8%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $94.4M | $1.1B |
| 净利润 | $-87.9M | $136.0M |
| 毛利率 | 15.5% | 34.7% |
| 营业利润率 | -87.2% | 17.1% |
| 净利率 | -93.1% | 12.6% |
| 营收同比 | — | 5.5% |
| 净利润同比 | — | -3.0% |
| 每股收益（稀释后） | $-2.55 | $2.45 |
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CSTELECO
| Q4 25 | $94.4M | $1.1B | ||
| Q3 25 | $345.4M | $1.1B | ||
| Q2 25 | $237.7M | $1.1B | ||
| Q1 25 | — | $1.0B | ||
| Q4 24 | — | $1.0B | ||
| Q3 24 | $436.7M | $983.8M | ||
| Q2 24 | $294.3M | $1.0B | ||
| Q1 24 | $150.6M | $981.2M |
净利润CSTELECO
| Q4 25 | $-87.9M | $136.0M | ||
| Q3 25 | $-18.5M | $122.6M | ||
| Q2 25 | $-14.3M | $143.4M | ||
| Q1 25 | — | $118.5M | ||
| Q4 24 | — | $140.2M | ||
| Q3 24 | $-57.4M | $100.8M | ||
| Q2 24 | $-56.6M | $101.7M | ||
| Q1 24 | $-3.9M | $123.4M |
毛利率CSTELECO
| Q4 25 | 15.5% | 34.7% | ||
| Q3 25 | 22.5% | 36.7% | ||
| Q2 25 | 23.7% | 37.3% | ||
| Q1 25 | — | 36.4% | ||
| Q4 24 | — | 36.1% | ||
| Q3 24 | 15.7% | 35.8% | ||
| Q2 24 | 14.1% | 37.6% | ||
| Q1 24 | 19.7% | 37.5% |
营业利润率CSTELECO
| Q4 25 | -87.2% | 17.1% | ||
| Q3 25 | -5.5% | 16.6% | ||
| Q2 25 | -6.2% | 17.6% | ||
| Q1 25 | — | 16.4% | ||
| Q4 24 | — | 17.3% | ||
| Q3 24 | -12.6% | 14.8% | ||
| Q2 24 | -18.0% | 14.6% | ||
| Q1 24 | -3.9% | 16.8% |
净利率CSTELECO
| Q4 25 | -93.1% | 12.6% | ||
| Q3 25 | -5.4% | 11.6% | ||
| Q2 25 | -6.0% | 13.2% | ||
| Q1 25 | — | 11.8% | ||
| Q4 24 | — | 13.7% | ||
| Q3 24 | -13.1% | 10.2% | ||
| Q2 24 | -19.2% | 10.0% | ||
| Q1 24 | -2.6% | 12.6% |
每股收益（稀释后）CSTELECO
| Q4 25 | $-2.55 | $2.45 | ||
| Q3 25 | $-0.54 | $2.21 | ||
| Q2 25 | $-0.41 | $2.56 | ||
| Q1 25 | — | $2.10 | ||
| Q4 24 | — | $2.47 | ||
| Q3 24 | $-1.67 | $1.77 | ||
| Q2 24 | $-1.64 | $1.77 | ||
| Q1 24 | $-0.11 | $2.14 |
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 | $58.4M | $308.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $139.2M | $1.5B |
| 总资产 | $398.4M | $3.8B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资CSTELECO
| Q4 25 | $58.4M | $308.8M | ||
| Q3 25 | — | $293.0M | ||
| Q2 25 | — | $299.5M | ||
| Q1 25 | — | $394.7M | ||
| Q4 24 | — | $377.3M | ||
| Q3 24 | — | $404.2M | ||
| Q2 24 | — | $272.7M | ||
| Q1 24 | — | $375.0M |
总债务CSTELECO
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $-12.6M | — |
股东权益CSTELECO
| Q4 25 | $139.2M | $1.5B | ||
| Q3 25 | $271.6M | $1.4B | ||
| Q2 25 | $271.6M | $1.4B | ||
| Q1 25 | — | $1.3B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | $315.1M | $1.3B | ||
| Q2 24 | $315.1M | $1.3B | ||
| Q1 24 | $315.1M | $1.3B |
总资产CSTELECO
| Q4 25 | $398.4M | $3.8B | ||
| Q3 25 | $549.0M | $3.8B | ||
| Q2 25 | $549.0M | $3.7B | ||
| Q1 25 | — | $3.6B | ||
| Q4 24 | — | $3.5B | ||
| Q3 24 | $579.9M | $3.7B | ||
| Q2 24 | $579.9M | $3.4B | ||
| Q1 24 | $579.9M | $3.4B |
负债/权益比CSTELECO
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | -0.04× | — |
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 | $-38.0M | $95.0M |
| 自由现金流经营现金流 - 资本支出 | $-47.1M | $52.0M |
| 自由现金流率自由现金流/营收 | -49.8% | 4.8% |
| 资本支出强度资本支出/营收 | 9.6% | 4.0% |
| 现金转化率经营现金流/净利润 | — | 0.70× |
| 过去12个月自由现金流最近4个季度 | $38.6M | $534.2M |
8季度趋势，按日历期对齐
经营现金流CSTELECO
| Q4 25 | $-38.0M | $95.0M | ||
| Q3 25 | $35.0M | $236.7M | ||
| Q2 25 | $18.7M | $143.8M | ||
| Q1 25 | — | $185.7M | ||
| Q4 24 | — | $95.8M | ||
| Q3 24 | $53.3M | $199.2M | ||
| Q2 24 | $25.1M | $170.7M | ||
| Q1 24 | $7.9M | $133.3M |
自由现金流CSTELECO
| Q4 25 | $-47.1M | $52.0M | ||
| Q3 25 | $26.7M | $205.1M | ||
| Q2 25 | $14.3M | $118.4M | ||
| Q1 25 | — | $158.7M | ||
| Q4 24 | — | $64.3M | ||
| Q3 24 | $44.6M | $163.5M | ||
| Q2 24 | $20.7M | $147.5M | ||
| Q1 24 | $5.0M | $107.0M |
自由现金流率CSTELECO
| Q4 25 | -49.8% | 4.8% | ||
| Q3 25 | 7.7% | 19.3% | ||
| Q2 25 | 6.0% | 10.9% | ||
| Q1 25 | — | 15.8% | ||
| Q4 24 | — | 6.3% | ||
| Q3 24 | 10.2% | 16.6% | ||
| Q2 24 | 7.0% | 14.4% | ||
| Q1 24 | 3.3% | 10.9% |
资本支出强度CSTELECO
| Q4 25 | 9.6% | 4.0% | ||
| Q3 25 | 2.4% | 3.0% | ||
| Q2 25 | 1.8% | 2.3% | ||
| Q1 25 | — | 2.7% | ||
| Q4 24 | — | 3.1% | ||
| Q3 24 | 2.0% | 3.6% | ||
| Q2 24 | 1.5% | 2.3% | ||
| Q1 24 | 1.9% | 2.7% |
现金转化率CSTELECO
| Q4 25 | — | 0.70× | ||
| Q3 25 | — | 1.93× | ||
| Q2 25 | — | 1.00× | ||
| Q1 25 | — | 1.57× | ||
| Q4 24 | — | 0.68× | ||
| Q3 24 | — | 1.98× | ||
| Q2 24 | — | 1.68× | ||
| Q1 24 | — | 1.08× |
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
CSTE
| America's | $53.0M | 56% |
| USA | $41.4M | 44% |
LECO
| Americas Welding | $681.9M | 63% |
| International Welding | $259.4M | 24% |
| Harris Products Group | $137.4M | 13% |
