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高知特（CTSH）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高知特的1.6倍（$8.8B vs $5.3B），林德净利率更高（17.5% vs 12.2%，领先5.3%），林德同比增速更快（5.8% vs -73.0%），林德自由现金流更多（$1.6B vs $781.0M），过去两年高知特的营收复合增速更高（4.9% vs 4.0%）
高知特是美国跨国信息技术咨询与外包服务商，1994年成立于印度金奈，最初是邓白氏旗下内部技术部门，1996年起对外开展服务，现总部位于美国新泽西州蒂内克，为纳斯达克100指数成分股，股票代码CTSH。
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。
CTSH vs LIN — 直观对比
营收规模更大
LIN
是对方的1.6倍
$5.3B
营收增速更快
LIN
高出78.8%
-73.0%
净利率更高
LIN
高出5.3%
12.2%
自由现金流更多
LIN
多$791.0M
$781.0M
两年增速更快
CTSH
近两年复合增速
4.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $5.3B | $8.8B |
| 净利润 | $648.0M | $1.5B |
| 毛利率 | — | — |
| 营业利润率 | 16.0% | 23.0% |
| 净利率 | 12.2% | 17.5% |
| 营收同比 | -73.0% | 5.8% |
| 净利润同比 | 18.7% | -11.3% |
| 每股收益（稀释后） | $1.34 | $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CTSHLIN
| Q1 26 | $5.3B | — | ||
| Q4 25 | $5.3B | $8.8B | ||
| Q3 25 | $5.4B | $8.6B | ||
| Q2 25 | $5.2B | $8.5B | ||
| Q1 25 | $5.1B | $8.1B | ||
| Q4 24 | $5.1B | $8.3B | ||
| Q3 24 | $5.0B | $8.4B | ||
| Q2 24 | $4.8B | $8.3B |
净利润CTSHLIN
| Q1 26 | $648.0M | — | ||
| Q4 25 | $648.0M | $1.5B | ||
| Q3 25 | $274.0M | $1.9B | ||
| Q2 25 | $645.0M | $1.8B | ||
| Q1 25 | $663.0M | $1.7B | ||
| Q4 24 | $546.0M | $1.7B | ||
| Q3 24 | $582.0M | $1.6B | ||
| Q2 24 | $566.0M | $1.7B |
营业利润率CTSHLIN
| Q1 26 | 16.0% | — | ||
| Q4 25 | 16.0% | 23.0% | ||
| Q3 25 | 16.0% | 27.5% | ||
| Q2 25 | 15.6% | 27.7% | ||
| Q1 25 | 16.7% | 26.9% | ||
| Q4 24 | 14.8% | 27.4% | ||
| Q3 24 | 14.6% | 25.0% | ||
| Q2 24 | 14.6% | 26.4% |
净利率CTSHLIN
| Q1 26 | 12.2% | — | ||
| Q4 25 | 12.2% | 17.5% | ||
| Q3 25 | 5.1% | 22.4% | ||
| Q2 25 | 12.3% | 20.8% | ||
| Q1 25 | 13.0% | 20.6% | ||
| Q4 24 | 10.7% | 20.8% | ||
| Q3 24 | 11.5% | 18.5% | ||
| Q2 24 | 11.7% | 20.1% |
每股收益（稀释后）CTSHLIN
| Q1 26 | $1.34 | — | ||
| Q4 25 | $1.35 | $3.28 | ||
| Q3 25 | $0.56 | $4.09 | ||
| Q2 25 | $1.31 | $3.73 | ||
| Q1 25 | $1.34 | $3.51 | ||
| Q4 24 | $1.10 | $3.61 | ||
| Q3 24 | $1.17 | $3.22 | ||
| Q2 24 | $1.14 | $3.44 |
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 | $1.9B | $5.1B |
| 总债务越低越好 | $576.0M | $20.7B |
| 股东权益账面价值 | $15.0B | $38.2B |
| 总资产 | $20.7B | $86.8B |
| 负债/权益比越低杠杆越低 | 0.04× | 0.54× |
8季度趋势，按日历期对齐
现金及短期投资CTSHLIN
| Q1 26 | $1.9B | — | ||
| Q4 25 | $1.9B | $5.1B | ||
| Q3 25 | $2.4B | $4.5B | ||
| Q2 25 | $1.8B | $4.8B | ||
| Q1 25 | $2.0B | $5.3B | ||
| Q4 24 | $2.2B | $4.8B | ||
| Q3 24 | $2.0B | $5.2B | ||
| Q2 24 | $2.2B | $4.6B |
总债务CTSHLIN
| Q1 26 | $576.0M | — | ||
| Q4 25 | — | $20.7B | ||
| Q3 25 | — | $18.6B | ||
| Q2 25 | — | $19.7B | ||
| Q1 25 | — | $17.6B | ||
| Q4 24 | — | $15.3B | ||
| Q3 24 | — | $17.5B | ||
| Q2 24 | — | $16.9B |
股东权益CTSHLIN
| Q1 26 | $15.0B | — | ||
| Q4 25 | $15.0B | $38.2B | ||
| Q3 25 | $14.9B | $38.6B | ||
| Q2 25 | $15.3B | $38.5B | ||
| Q1 25 | $14.9B | $38.0B | ||
| Q4 24 | $14.4B | $38.1B | ||
| Q3 24 | $14.5B | $39.2B | ||
| Q2 24 | $13.9B | $38.2B |
总资产CTSHLIN
| Q1 26 | $20.7B | — | ||
| Q4 25 | $20.7B | $86.8B | ||
| Q3 25 | $20.1B | $86.0B | ||
| Q2 25 | $20.2B | $86.1B | ||
| Q1 25 | $20.0B | $82.7B | ||
| Q4 24 | $20.0B | $80.1B | ||
| Q3 24 | $20.2B | $82.5B | ||
| Q2 24 | $18.6B | $80.2B |
负债/权益比CTSHLIN
| Q1 26 | 0.04× | — | ||
| Q4 25 | — | 0.54× | ||
| Q3 25 | — | 0.48× | ||
| Q2 25 | — | 0.51× | ||
| Q1 25 | — | 0.46× | ||
| Q4 24 | — | 0.40× | ||
| Q3 24 | — | 0.45× | ||
| Q2 24 | — | 0.44× |
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 | $858.0M | $3.0B |
| 自由现金流经营现金流 - 资本支出 | $781.0M | $1.6B |
| 自由现金流率自由现金流/营收 | 14.6% | 17.9% |
| 资本支出强度资本支出/营收 | — | 16.6% |
| 现金转化率经营现金流/净利润 | 1.32× | 1.98× |
| 过去12个月自由现金流最近4个季度 | $3.1B | $5.1B |
8季度趋势，按日历期对齐
经营现金流CTSHLIN
| Q1 26 | $858.0M | — | ||
| Q4 25 | $858.0M | $3.0B | ||
| Q3 25 | $1.2B | $2.9B | ||
| Q2 25 | $398.0M | $2.2B | ||
| Q1 25 | $400.0M | $2.2B | ||
| Q4 24 | $920.0M | $2.8B | ||
| Q3 24 | $847.0M | $2.7B | ||
| Q2 24 | $262.0M | $1.9B |
自由现金流CTSHLIN
| Q1 26 | $781.0M | — | ||
| Q4 25 | $781.0M | $1.6B | ||
| Q3 25 | $1.2B | $1.7B | ||
| Q2 25 | $331.0M | $954.0M | ||
| Q1 25 | $323.0M | $891.0M | ||
| Q4 24 | $837.0M | $1.6B | ||
| Q3 24 | $791.0M | $1.7B | ||
| Q2 24 | $183.0M | $796.0M |
自由现金流率CTSHLIN
| Q1 26 | 14.6% | — | ||
| Q4 25 | 14.6% | 17.9% | ||
| Q3 25 | 21.4% | 19.4% | ||
| Q2 25 | 6.3% | 11.2% | ||
| Q1 25 | 6.3% | 11.0% | ||
| Q4 24 | 16.5% | 18.8% | ||
| Q3 24 | 15.7% | 19.9% | ||
| Q2 24 | 3.8% | 9.6% |
资本支出强度CTSHLIN
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | 16.6% | ||
| Q3 25 | 1.2% | 14.8% | ||
| Q2 25 | 1.3% | 14.8% | ||
| Q1 25 | 1.5% | 15.7% | ||
| Q4 24 | 1.6% | 15.1% | ||
| Q3 24 | 1.1% | 12.8% | ||
| Q2 24 | 1.6% | 13.7% |
现金转化率CTSHLIN
| Q1 26 | 1.32× | — | ||
| Q4 25 | 1.32× | 1.98× | ||
| Q3 25 | 4.48× | 1.53× | ||
| Q2 25 | 0.62× | 1.25× | ||
| Q1 25 | 0.60× | 1.29× | ||
| Q4 24 | 1.68× | 1.63× | ||
| Q3 24 | 1.46× | 1.76× | ||
| Q2 24 | 0.46× | 1.16× |
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
CTSH
| Health Sciences | $1.6B | 30% |
| Financial Services | $1.6B | 30% |
| Products and Resources | $1.3B | 25% |
| Communications, Media and Technology | $808.0M | 15% |
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% |
