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杜邦（DD）与LCI INDUSTRIES（LCII）财务数据对比。点击上方公司名可切换其他公司
杜邦的季度营收约是LCI INDUSTRIES的1.8倍（$1.7B vs $932.7M），杜邦净利率更高（9.8% vs 2.0%，领先7.8%），LCI INDUSTRIES同比增速更快（16.1% vs 4.0%），过去两年LCI INDUSTRIES的营收复合增速更高（-1.8% vs -27.2%）
杜邦（DuPont de Nemours, Inc.）是1802年由法裔美国化学家、实业家埃莱乌泰尔·伊雷内·杜邦创立的美国跨国化工企业，最初以火药供应为核心业务起家，在发展过程中对美国特拉华州的建设推进起到了重要作用，业务布局覆盖全球多个地区。
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。
DD vs LCII — 直观对比
营收规模更大
DD
是对方的1.8倍
$932.7M
营收增速更快
LCII
高出12.1%
4.0%
净利率更高
DD
高出7.8%
2.0%
两年增速更快
LCII
近两年复合增速
-27.2%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $932.7M |
| 净利润 | $164.0M | $18.7M |
| 毛利率 | 35.8% | 22.1% |
| 营业利润率 | — | 3.8% |
| 净利率 | 9.8% | 2.0% |
| 营收同比 | 4.0% | 16.1% |
| 净利润同比 | — | 95.7% |
| 每股收益（稀释后） | $0.36 | $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DDLCII
| Q1 26 | $1.7B | — | ||
| Q4 25 | $-2.5B | $932.7M | ||
| Q3 25 | $3.1B | $1.0B | ||
| Q2 25 | $3.3B | $1.1B | ||
| Q1 25 | $3.1B | $1.0B | ||
| Q4 24 | $3.1B | $803.1M | ||
| Q3 24 | $3.2B | $915.5M | ||
| Q2 24 | $3.2B | $1.1B |
净利润DDLCII
| Q1 26 | $164.0M | — | ||
| Q4 25 | $-126.0M | $18.7M | ||
| Q3 25 | $-123.0M | $62.5M | ||
| Q2 25 | $59.0M | $57.6M | ||
| Q1 25 | $-589.0M | $49.4M | ||
| Q4 24 | $-118.0M | $9.5M | ||
| Q3 24 | $454.0M | $35.6M | ||
| Q2 24 | $178.0M | $61.2M |
毛利率DDLCII
| Q1 26 | 35.8% | — | ||
| Q4 25 | — | 22.1% | ||
| Q3 25 | 38.9% | 24.4% | ||
| Q2 25 | 37.3% | 24.4% | ||
| Q1 25 | 37.4% | 24.1% | ||
| Q4 24 | 36.4% | 21.1% | ||
| Q3 24 | 37.4% | 24.0% | ||
| Q2 24 | 37.1% | 25.3% |
营业利润率DDLCII
| Q1 26 | — | — | ||
| Q4 25 | — | 3.8% | ||
| Q3 25 | 10.6% | 7.3% | ||
| Q2 25 | 9.4% | 7.9% | ||
| Q1 25 | -14.0% | 7.8% | ||
| Q4 24 | 1.4% | 2.0% | ||
| Q3 24 | 18.4% | 5.9% | ||
| Q2 24 | 9.3% | 8.6% |
净利率DDLCII
| Q1 26 | 9.8% | — | ||
| Q4 25 | 4.9% | 2.0% | ||
| Q3 25 | -4.0% | 6.0% | ||
| Q2 25 | 1.8% | 5.2% | ||
| Q1 25 | -19.2% | 4.7% | ||
| Q4 24 | -3.8% | 1.2% | ||
| Q3 24 | 14.2% | 3.9% | ||
| Q2 24 | 5.6% | 5.8% |
每股收益（稀释后）DDLCII
| Q1 26 | $0.36 | — | ||
| Q4 25 | $-0.30 | $0.79 | ||
| Q3 25 | $-0.29 | $2.55 | ||
| Q2 25 | $0.14 | $2.29 | ||
| Q1 25 | $-1.41 | $1.94 | ||
| Q4 24 | $-0.28 | $0.37 | ||
| Q3 24 | $1.08 | $1.39 | ||
| Q2 24 | $0.42 | $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 | $710.0M | $222.6M |
| 总债务越低越好 | $3.2B | $945.2M |
| 股东权益账面价值 | $14.2B | $1.4B |
| 总资产 | $21.4B | $3.2B |
| 负债/权益比越低杠杆越低 | 0.22× | 0.69× |
8季度趋势，按日历期对齐
现金及短期投资DDLCII
| Q1 26 | $710.0M | — | ||
| Q4 25 | $715.0M | $222.6M | ||
| Q3 25 | $2.0B | $199.7M | ||
| Q2 25 | $1.8B | $191.9M | ||
| Q1 25 | $1.8B | $231.2M | ||
| Q4 24 | $1.9B | $165.8M | ||
| Q3 24 | $1.6B | $161.2M | ||
| Q2 24 | $1.5B | $130.4M |
总债务DDLCII
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.1B | $945.2M | ||
| Q3 25 | $7.0B | $947.8M | ||
| Q2 25 | $5.3B | $948.0M | ||
| Q1 25 | $5.3B | $938.3M | ||
| Q4 24 | $5.3B | $757.3M | ||
| Q3 24 | $7.2B | $822.5M | ||
| Q2 24 | $7.2B | $829.7M |
股东权益DDLCII
| Q1 26 | $14.2B | — | ||
| Q4 25 | $13.9B | $1.4B | ||
| Q3 25 | $22.9B | $1.4B | ||
| Q2 25 | $23.1B | $1.4B | ||
| Q1 25 | $22.8B | $1.4B | ||
| Q4 24 | $23.4B | $1.4B | ||
| Q3 24 | $24.2B | $1.4B | ||
| Q2 24 | $23.3B | $1.4B |
总资产DDLCII
| Q1 26 | $21.4B | — | ||
| Q4 25 | $21.6B | $3.2B | ||
| Q3 25 | $38.0B | $3.2B | ||
| Q2 25 | $36.6B | $3.2B | ||
| Q1 25 | $36.0B | $3.1B | ||
| Q4 24 | $36.6B | $2.9B | ||
| Q3 24 | $37.5B | $3.0B | ||
| Q2 24 | $36.6B | $3.0B |
负债/权益比DDLCII
| Q1 26 | 0.22× | — | ||
| Q4 25 | 0.23× | 0.69× | ||
| Q3 25 | 0.31× | 0.70× | ||
| Q2 25 | 0.23× | 0.68× | ||
| Q1 25 | 0.23× | 0.69× | ||
| Q4 24 | 0.23× | 0.55× | ||
| Q3 24 | 0.30× | 0.58× | ||
| Q2 24 | 0.31× | 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 | — | $78.9M |
| 自由现金流经营现金流 - 资本支出 | — | $64.3M |
| 自由现金流率自由现金流/营收 | — | 6.9% |
| 资本支出强度资本支出/营收 | 6.1% | 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 | — | $278.3M |
8季度趋势，按日历期对齐
经营现金流DDLCII
| Q1 26 | — | — | ||
| Q4 25 | $-700.0M | $78.9M | ||
| Q3 25 | $497.0M | $97.2M | ||
| Q2 25 | $381.0M | $112.2M | ||
| Q1 25 | $382.0M | $42.7M | ||
| Q4 24 | $564.0M | $106.6M | ||
| Q3 24 | $737.0M | $78.4M | ||
| Q2 24 | $527.0M | $192.9M |
自由现金流DDLCII
| Q1 26 | — | — | ||
| Q4 25 | $-850.0M | $64.3M | ||
| Q3 25 | $379.0M | $80.9M | ||
| Q2 25 | $265.0M | $99.5M | ||
| Q1 25 | $133.0M | $33.7M | ||
| Q4 24 | $403.0M | $95.7M | ||
| Q3 24 | $628.0M | $68.3M | ||
| Q2 24 | $425.0M | $180.2M |
自由现金流率DDLCII
| Q1 26 | — | — | ||
| Q4 25 | 33.4% | 6.9% | ||
| Q3 25 | 12.3% | 7.8% | ||
| Q2 25 | 8.1% | 9.0% | ||
| Q1 25 | 4.3% | 3.2% | ||
| Q4 24 | 13.0% | 11.9% | ||
| Q3 24 | 19.7% | 7.5% | ||
| Q2 24 | 13.4% | 17.1% |
资本支出强度DDLCII
| Q1 26 | 6.1% | — | ||
| Q4 25 | -5.9% | 1.6% | ||
| Q3 25 | 3.8% | 1.6% | ||
| Q2 25 | 3.6% | 1.2% | ||
| Q1 25 | 8.1% | 0.9% | ||
| Q4 24 | 5.2% | 1.4% | ||
| Q3 24 | 3.4% | 1.1% | ||
| Q2 24 | 3.2% | 1.2% |
现金转化率DDLCII
| Q1 26 | — | — | ||
| Q4 25 | — | 4.22× | ||
| Q3 25 | — | 1.55× | ||
| Q2 25 | 6.46× | 1.95× | ||
| Q1 25 | — | 0.86× | ||
| Q4 24 | — | 11.17× | ||
| Q3 24 | 1.62× | 2.20× | ||
| Q2 24 | 2.96× | 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
DD
暂无分部数据
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% |
