vs
艾默生(EMR)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艾默生的1.9倍($8.8B vs $4.6B),林德同比增速更快(8.2% vs 3.0%),艾默生自由现金流更多($694.0M vs $898.0K),过去两年林德的营收复合增速更高(3.1% vs -0.6%)
艾默生是总部位于美国密苏里州圣路易斯的世界500强跨国企业,业务涵盖工业自动化设备、暖通控制系统、精密测量仪器的研发制造,同时面向工业、商业、消费级市场提供工程服务及对应软件工程解决方案。
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。
EMR vs LIN — 直观对比
营收规模更大
LIN
是对方的1.9倍
$4.6B
营收增速更快
LIN
高出5.2%
3.0%
自由现金流更多
EMR
多$693.1M
$898.0K
两年增速更快
LIN
近两年复合增速
-0.6%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $4.6B | $8.8B |
| 净利润 | $618.0M | — |
| 毛利率 | 53.1% | 48.5% |
| 营业利润率 | — | 27.8% |
| 净利率 | 13.5% | — |
| 营收同比 | 3.0% | 8.2% |
| 净利润同比 | 43.7% | — |
| 每股收益(稀释后) | $1.10 | $3.98 |
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
EMR
LIN
| Q2 26 | $4.6B | — | ||
| Q1 26 | $4.3B | $8.8B | ||
| Q4 25 | $4.3B | $8.8B | ||
| Q3 25 | $4.9B | $8.6B | ||
| Q2 25 | $4.6B | $8.5B | ||
| Q1 25 | $4.4B | $8.1B | ||
| Q4 24 | $4.2B | $8.3B | ||
| Q3 24 | $4.6B | $8.4B |
净利润
EMR
LIN
| Q2 26 | $618.0M | — | ||
| Q1 26 | $606.0M | — | ||
| Q4 25 | $605.0M | $1.5B | ||
| Q3 25 | $637.0M | $1.9B | ||
| Q2 25 | $586.0M | $1.8B | ||
| Q1 25 | $485.0M | $1.7B | ||
| Q4 24 | $585.0M | $1.7B | ||
| Q3 24 | $996.0M | $1.6B |
毛利率
EMR
LIN
| Q2 26 | 53.1% | — | ||
| Q1 26 | 53.2% | 48.5% | ||
| Q4 25 | 53.2% | — | ||
| Q3 25 | 51.9% | — | ||
| Q2 25 | 52.6% | — | ||
| Q1 25 | 53.5% | — | ||
| Q4 24 | 53.5% | — | ||
| Q3 24 | 51.3% | — |
营业利润率
EMR
LIN
| Q2 26 | — | — | ||
| Q1 26 | — | 27.8% | ||
| Q4 25 | 17.8% | 23.0% | ||
| Q3 25 | 16.4% | 27.5% | ||
| Q2 25 | 16.1% | 27.7% | ||
| Q1 25 | 14.2% | 26.9% | ||
| Q4 24 | 18.6% | 27.4% | ||
| Q3 24 | 14.7% | 25.0% |
净利率
EMR
LIN
| Q2 26 | 13.5% | — | ||
| Q1 26 | 13.9% | — | ||
| Q4 25 | 13.9% | 17.5% | ||
| Q3 25 | 13.1% | 22.4% | ||
| Q2 25 | 12.9% | 20.8% | ||
| Q1 25 | 10.9% | 20.6% | ||
| Q4 24 | 14.0% | 20.8% | ||
| Q3 24 | 21.6% | 18.5% |
每股收益(稀释后)
EMR
LIN
| Q2 26 | $1.10 | — | ||
| Q1 26 | $1.07 | $3.98 | ||
| Q4 25 | $1.07 | $3.28 | ||
| Q3 25 | $1.12 | $4.09 | ||
| Q2 25 | $1.04 | $3.73 | ||
| Q1 25 | $0.86 | $3.51 | ||
| Q4 24 | $1.02 | $3.61 | ||
| Q3 24 | $1.74 | $3.22 |
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 | $1.8B | $4.0B |
| 总债务越低越好 | $13.4B | $24.7B |
| 股东权益账面价值 | $20.3B | $40.1B |
| 总资产 | $42.1B | $86.3B |
| 负债/权益比越低杠杆越低 | 0.66× | 0.62× |
8季度趋势,按日历期对齐
现金及短期投资
EMR
LIN
| Q2 26 | $1.8B | — | ||
| Q1 26 | $1.7B | $4.0B | ||
| Q4 25 | — | $5.1B | ||
| Q3 25 | — | $4.5B | ||
| Q2 25 | — | $4.8B | ||
| Q1 25 | — | $5.3B | ||
| Q4 24 | — | $4.8B | ||
| Q3 24 | — | $5.2B |
总债务
EMR
LIN
| Q2 26 | $13.4B | — | ||
| Q1 26 | $13.4B | $24.7B | ||
| Q4 25 | $7.6B | $20.7B | ||
| Q3 25 | $8.9B | $18.6B | ||
| Q2 25 | $8.3B | $19.7B | ||
| Q1 25 | $8.2B | $17.6B | ||
| Q4 24 | $6.6B | $15.3B | ||
| Q3 24 | $7.7B | $17.5B |
股东权益
EMR
LIN
| Q2 26 | $20.3B | — | ||
| Q1 26 | $20.3B | $40.1B | ||
| Q4 25 | $20.3B | $38.2B | ||
| Q3 25 | $20.3B | $38.6B | ||
| Q2 25 | $19.9B | $38.5B | ||
| Q1 25 | $19.2B | $38.0B | ||
| Q4 24 | $20.5B | $38.1B | ||
| Q3 24 | $21.6B | $39.2B |
总资产
EMR
LIN
| Q2 26 | $42.1B | — | ||
| Q1 26 | $41.9B | $86.3B | ||
| Q4 25 | $41.9B | $86.8B | ||
| Q3 25 | $42.0B | $86.0B | ||
| Q2 25 | $42.5B | $86.1B | ||
| Q1 25 | $42.0B | $82.7B | ||
| Q4 24 | $42.6B | $80.1B | ||
| Q3 24 | $44.2B | $82.5B |
负债/权益比
EMR
LIN
| Q2 26 | 0.66× | — | ||
| Q1 26 | 0.66× | 0.62× | ||
| Q4 25 | 0.37× | 0.54× | ||
| Q3 25 | 0.44× | 0.48× | ||
| Q2 25 | 0.42× | 0.51× | ||
| Q1 25 | 0.42× | 0.46× | ||
| Q4 24 | 0.32× | 0.40× | ||
| Q3 24 | 0.36× | 0.45× |
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 | — | — |
| 自由现金流经营现金流 - 资本支出 | $694.0M | $898.0K |
| 自由现金流率自由现金流/营收 | 15.2% | 0.0% |
| 资本支出强度资本支出/营收 | 4.0% | — |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $4.6B | $4.2B |
8季度趋势,按日历期对齐
经营现金流
EMR
LIN
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $699.0M | $3.0B | ||
| Q3 25 | $3.1B | $2.9B | ||
| Q2 25 | $1.1B | $2.2B | ||
| Q1 25 | $241.0M | $2.2B | ||
| Q4 24 | $777.0M | $2.8B | ||
| Q3 24 | $3.3B | $2.7B |
自由现金流
EMR
LIN
| Q2 26 | $694.0M | — | ||
| Q1 26 | $602.0M | $898.0K | ||
| Q4 25 | $602.0M | $1.6B | ||
| Q3 25 | $2.7B | $1.7B | ||
| Q2 25 | $977.0M | $954.0M | ||
| Q1 25 | $154.0M | $891.0M | ||
| Q4 24 | $694.0M | $1.6B | ||
| Q3 24 | $2.9B | $1.7B |
自由现金流率
EMR
LIN
| Q2 26 | 15.2% | — | ||
| Q1 26 | 13.9% | 0.0% | ||
| Q4 25 | 13.9% | 17.9% | ||
| Q3 25 | 54.9% | 19.4% | ||
| Q2 25 | 21.5% | 11.2% | ||
| Q1 25 | 3.5% | 11.0% | ||
| Q4 24 | 16.6% | 18.8% | ||
| Q3 24 | 63.1% | 19.9% |
资本支出强度
EMR
LIN
| Q2 26 | 4.0% | — | ||
| Q1 26 | 2.2% | — | ||
| Q4 25 | 2.2% | 16.6% | ||
| Q3 25 | 8.9% | 14.8% | ||
| Q2 25 | 2.0% | 14.8% | ||
| Q1 25 | 2.0% | 15.7% | ||
| Q4 24 | 2.0% | 15.1% | ||
| Q3 24 | 9.1% | 12.8% |
现金转化率
EMR
LIN
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 1.16× | 1.98× | ||
| Q3 25 | 4.86× | 1.53× | ||
| Q2 25 | 1.83× | 1.25× | ||
| Q1 25 | 0.50× | 1.29× | ||
| Q4 24 | 1.33× | 1.63× | ||
| Q3 24 | 3.35× | 1.76× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图