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AMCON DISTRIBUTING CO（DIT）与LGI Homes, Inc.（LGIH）财务数据对比。点击上方公司名可切换其他公司
AMCON DISTRIBUTING CO的季度营收约是LGI Homes, Inc.的1.5倍（$730.1M vs $474.0M），LGI Homes, Inc.净利率更高（3.7% vs 0.1%，领先3.5%），AMCON DISTRIBUTING CO同比增速更快（2.6% vs -15.0%），过去两年AMCON DISTRIBUTING CO的营收复合增速更高（10.1% vs 10.1%）
AMCON Distributing Co是一家总部位于美国的消费品分销企业，主营食品、饮料、美妆个护、烟草及日用百货的分销业务，主要服务美国本土的独立便利店、食品零售商、药店及其他小型零售网点。
LGI Homes是一家总部位于美国得克萨斯州的新建住宅开发商，业务聚焦美国西南部地区。据《建筑商》杂志统计，该公司目前是美国第十大住宅建筑商，2019年共交付房屋7690套，较2018年增长18.1%，全年房屋销售营收达18亿美元，行业规模位居美国前列。
DIT vs LGIH — 直观对比
营收规模更大
DIT
是对方的1.5倍
$474.0M
营收增速更快
DIT
高出17.6%
-15.0%
净利率更高
LGIH
高出3.5%
0.1%
两年增速更快
DIT
近两年复合增速
10.1%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $730.1M | $474.0M |
| 净利润 | $793.0K | $17.3M |
| 毛利率 | 6.6% | 17.7% |
| 营业利润率 | 0.5% | 3.9% |
| 净利率 | 0.1% | 3.7% |
| 营收同比 | 2.6% | -15.0% |
| 净利润同比 | 127.6% | -66.0% |
| 每股收益（稀释后） | $1.28 | $0.74 |
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DITLGIH
| Q4 25 | $730.1M | $474.0M | ||
| Q3 25 | $746.3M | $396.6M | ||
| Q2 25 | $739.6M | $483.5M | ||
| Q1 25 | $619.5M | $351.4M | ||
| Q4 24 | $711.3M | $557.4M | ||
| Q3 24 | $746.3M | $651.9M | ||
| Q2 24 | $717.9M | $602.5M | ||
| Q1 24 | $601.9M | $390.9M |
净利润DITLGIH
| Q4 25 | $793.0K | $17.3M | ||
| Q3 25 | $491.7K | $19.7M | ||
| Q2 25 | $1.3M | $31.5M | ||
| Q1 25 | $-1.6M | $4.0M | ||
| Q4 24 | $348.4K | $50.9M | ||
| Q3 24 | $1.2M | $69.6M | ||
| Q2 24 | $1.5M | $58.6M | ||
| Q1 24 | $539.5K | $17.1M |
毛利率DITLGIH
| Q4 25 | 6.6% | 17.7% | ||
| Q3 25 | 6.5% | 21.5% | ||
| Q2 25 | 6.7% | 22.9% | ||
| Q1 25 | 6.9% | 21.0% | ||
| Q4 24 | 6.6% | 22.9% | ||
| Q3 24 | 6.5% | 25.1% | ||
| Q2 24 | 6.7% | 25.0% | ||
| Q1 24 | 7.0% | 23.4% |
营业利润率DITLGIH
| Q4 25 | 0.5% | 3.9% | ||
| Q3 25 | 0.5% | 5.4% | ||
| Q2 25 | 0.7% | 8.2% | ||
| Q1 25 | 0.1% | 0.0% | ||
| Q4 24 | 0.5% | 8.2% | ||
| Q3 24 | 0.7% | 12.3% | ||
| Q2 24 | 0.8% | 11.2% | ||
| Q1 24 | 0.6% | 4.8% |
净利率DITLGIH
| Q4 25 | 0.1% | 3.7% | ||
| Q3 25 | 0.1% | 5.0% | ||
| Q2 25 | 0.2% | 6.5% | ||
| Q1 25 | -0.3% | 1.1% | ||
| Q4 24 | 0.0% | 9.1% | ||
| Q3 24 | 0.2% | 10.7% | ||
| Q2 24 | 0.2% | 9.7% | ||
| Q1 24 | 0.1% | 4.4% |
每股收益（稀释后）DITLGIH
| Q4 25 | $1.28 | $0.74 | ||
| Q3 25 | $0.80 | $0.85 | ||
| Q2 25 | $2.13 | $1.36 | ||
| Q1 25 | $-2.58 | $0.17 | ||
| Q4 24 | $0.57 | $2.15 | ||
| Q3 24 | $2.02 | $2.95 | ||
| Q2 24 | $2.46 | $2.48 | ||
| Q1 24 | $0.89 | $0.72 |
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 | — | — |
| 总债务越低越好 | — | $1.7B |
| 股东权益账面价值 | $114.1M | $2.1B |
| 总资产 | $378.7M | $3.9B |
| 负债/权益比越低杠杆越低 | — | 0.79× |
8季度趋势，按日历期对齐
现金及短期投资DITLGIH
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $53.2M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
总债务DITLGIH
| Q4 25 | — | $1.7B | ||
| Q3 25 | $16.5M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | $21.8M | — | ||
| Q2 24 | $23.3M | — | ||
| Q1 24 | $20.5M | — |
股东权益DITLGIH
| Q4 25 | $114.1M | $2.1B | ||
| Q3 25 | $113.1M | $2.1B | ||
| Q2 25 | $113.2M | $2.1B | ||
| Q1 25 | $111.4M | $2.0B | ||
| Q4 24 | $112.4M | $2.0B | ||
| Q3 24 | $111.7M | $2.0B | ||
| Q2 24 | $110.0M | $1.9B | ||
| Q1 24 | $108.0M | $1.9B |
总资产DITLGIH
| Q4 25 | $378.7M | $3.9B | ||
| Q3 25 | $391.1M | $4.0B | ||
| Q2 25 | $393.9M | $4.0B | ||
| Q1 25 | $392.0M | $3.9B | ||
| Q4 24 | $404.7M | $3.8B | ||
| Q3 24 | $374.1M | $3.8B | ||
| Q2 24 | $400.6M | $3.7B | ||
| Q1 24 | $336.2M | $3.5B |
负债/权益比DITLGIH
| Q4 25 | — | 0.79× | ||
| Q3 25 | 0.15× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.73× | ||
| Q3 24 | 0.19× | — | ||
| Q2 24 | 0.21× | — | ||
| Q1 24 | 0.19× | — |
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 | $-11.7M | $86.8M |
| 自由现金流经营现金流 - 资本支出 | $-12.4M | — |
| 自由现金流率自由现金流/营收 | -1.7% | — |
| 资本支出强度资本支出/营收 | 0.1% | 0.0% |
| 现金转化率经营现金流/净利润 | -14.75× | 5.01× |
| 过去12个月自由现金流最近4个季度 | $40.6M | — |
8季度趋势，按日历期对齐
经营现金流DITLGIH
| Q4 25 | $-11.7M | $86.8M | ||
| Q3 25 | $31.1M | $-13.2M | ||
| Q2 25 | $-7.0M | $-86.4M | ||
| Q1 25 | $34.4M | $-127.1M | ||
| Q4 24 | $-39.9M | $57.0M | ||
| Q3 24 | $41.0M | $-17.8M | ||
| Q2 24 | $-26.9M | $-83.5M | ||
| Q1 24 | $48.8M | $-99.5M |
自由现金流DITLGIH
| Q4 25 | $-12.4M | — | ||
| Q3 25 | $30.4M | $-13.3M | ||
| Q2 25 | $-8.8M | $-86.4M | ||
| Q1 25 | $31.4M | $-128.0M | ||
| Q4 24 | $-43.3M | $56.4M | ||
| Q3 24 | $37.4M | $-17.8M | ||
| Q2 24 | $-32.6M | $-83.8M | ||
| Q1 24 | $41.6M | $-100.5M |
自由现金流率DITLGIH
| Q4 25 | -1.7% | — | ||
| Q3 25 | 4.1% | -3.3% | ||
| Q2 25 | -1.2% | -17.9% | ||
| Q1 25 | 5.1% | -36.4% | ||
| Q4 24 | -6.1% | 10.1% | ||
| Q3 24 | 5.0% | -2.7% | ||
| Q2 24 | -4.5% | -13.9% | ||
| Q1 24 | 6.9% | -25.7% |
资本支出强度DITLGIH
| Q4 25 | 0.1% | 0.0% | ||
| Q3 25 | 0.1% | 0.0% | ||
| Q2 25 | 0.2% | 0.0% | ||
| Q1 25 | 0.5% | 0.2% | ||
| Q4 24 | 0.5% | 0.1% | ||
| Q3 24 | 0.5% | 0.0% | ||
| Q2 24 | 0.8% | 0.0% | ||
| Q1 24 | 1.2% | 0.3% |
现金转化率DITLGIH
| Q4 25 | -14.75× | 5.01× | ||
| Q3 25 | 63.32× | -0.67× | ||
| Q2 25 | -5.33× | -2.74× | ||
| Q1 25 | — | -31.83× | ||
| Q4 24 | -114.43× | 1.12× | ||
| Q3 24 | 33.16× | -0.26× | ||
| Q2 24 | -18.05× | -1.43× | ||
| Q1 24 | 90.37× | -5.83× |
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
DIT
| Cigarettes | $446.5M | 61% |
| Tobacco | $143.7M | 20% |
| Tobacco Food Service And Other | $82.3M | 11% |
| Confectionery | $46.7M | 6% |
| Retail Segment | $10.8M | 1% |
LGIH
| West Reportable Segment | $128.2M | 27% |
| Southeast Reportable Segment | $118.9M | 25% |
| Central Reportable Segment | $105.8M | 22% |
| Florida Reportable Segment | $69.2M | 15% |
| Northwest Reportable Segment | $51.8M | 11% |
