vs
富兰克林电气（FELE）与LCI INDUSTRIES（LCII）财务数据对比。点击上方公司名可切换其他公司
LCI INDUSTRIES的季度营收约是富兰克林电气的1.9倍（$932.7M vs $500.4M），富兰克林电气净利率更高（6.9% vs 2.0%，领先4.9%），LCI INDUSTRIES同比增速更快（16.1% vs 9.9%），过去两年LCI INDUSTRIES的营收复合增速更高（-1.8% vs -4.0%）
富兰克林电气是全球知名的水务与能源管理产品及系统制造分销商，主营泵类、电机、驱动器及控制设备，产品广泛应用于住宅、商用、农业、工业、市政等多元场景。公司总部位于美国印第安纳州韦恩堡，在美国、德国、捷克、意大利、土耳其、墨西哥、巴西、澳大利亚、南非等多个国家设有生产基地，为全球客户提供可靠的流体运输与能源管理解决方案。
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。
FELE vs LCII — 直观对比
营收规模更大
LCII
是对方的1.9倍
$500.4M
营收增速更快
LCII
高出6.2%
9.9%
净利率更高
FELE
高出4.9%
2.0%
两年增速更快
LCII
近两年复合增速
-4.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $500.4M | $932.7M |
| 净利润 | $34.7M | $18.7M |
| 毛利率 | 35.0% | 22.1% |
| 营业利润率 | 9.6% | 3.8% |
| 净利率 | 6.9% | 2.0% |
| 营收同比 | 9.9% | 16.1% |
| 净利润同比 | 10.6% | 95.7% |
| 每股收益（稀释后） | $0.77 | $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FELELCII
| Q1 26 | $500.4M | — | ||
| Q4 25 | $506.9M | $932.7M | ||
| Q3 25 | $581.7M | $1.0B | ||
| Q2 25 | $587.4M | $1.1B | ||
| Q1 25 | $455.2M | $1.0B | ||
| Q4 24 | $485.7M | $803.1M | ||
| Q3 24 | $531.4M | $915.5M | ||
| Q2 24 | $543.3M | $1.1B |
净利润FELELCII
| Q1 26 | $34.7M | — | ||
| Q4 25 | $39.3M | $18.7M | ||
| Q3 25 | $16.7M | $62.5M | ||
| Q2 25 | $60.1M | $57.6M | ||
| Q1 25 | $31.0M | $49.4M | ||
| Q4 24 | $33.7M | $9.5M | ||
| Q3 24 | $54.6M | $35.6M | ||
| Q2 24 | $59.1M | $61.2M |
毛利率FELELCII
| Q1 26 | 35.0% | — | ||
| Q4 25 | 33.8% | 22.1% | ||
| Q3 25 | 35.9% | 24.4% | ||
| Q2 25 | 36.1% | 24.4% | ||
| Q1 25 | 36.0% | 24.1% | ||
| Q4 24 | 33.8% | 21.1% | ||
| Q3 24 | 35.7% | 24.0% | ||
| Q2 24 | 36.8% | 25.3% |
营业利润率FELELCII
| Q1 26 | 9.6% | — | ||
| Q4 25 | 10.2% | 3.8% | ||
| Q3 25 | 14.6% | 7.3% | ||
| Q2 25 | 15.0% | 7.9% | ||
| Q1 25 | 9.7% | 7.8% | ||
| Q4 24 | 8.9% | 2.0% | ||
| Q3 24 | 13.8% | 5.9% | ||
| Q2 24 | 14.6% | 8.6% |
净利率FELELCII
| Q1 26 | 6.9% | — | ||
| Q4 25 | 7.7% | 2.0% | ||
| Q3 25 | 2.9% | 6.0% | ||
| Q2 25 | 10.2% | 5.2% | ||
| Q1 25 | 6.8% | 4.7% | ||
| Q4 24 | 6.9% | 1.2% | ||
| Q3 24 | 10.3% | 3.9% | ||
| Q2 24 | 10.9% | 5.8% |
每股收益（稀释后）FELELCII
| Q1 26 | $0.77 | — | ||
| Q4 25 | $0.87 | $0.79 | ||
| Q3 25 | $0.37 | $2.55 | ||
| Q2 25 | $1.31 | $2.29 | ||
| Q1 25 | $0.67 | $1.94 | ||
| Q4 24 | $0.73 | $0.37 | ||
| Q3 24 | $1.17 | $1.39 | ||
| Q2 24 | $1.26 | $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 | $80.4M | $222.6M |
| 总债务越低越好 | $134.4M | $945.2M |
| 股东权益账面价值 | $1.3B | $1.4B |
| 总资产 | $2.0B | $3.2B |
| 负债/权益比越低杠杆越低 | 0.10× | 0.69× |
8季度趋势，按日历期对齐
现金及短期投资FELELCII
| Q1 26 | $80.4M | — | ||
| Q4 25 | $99.7M | $222.6M | ||
| Q3 25 | $102.9M | $199.7M | ||
| Q2 25 | $104.6M | $191.9M | ||
| Q1 25 | $84.0M | $231.2M | ||
| Q4 24 | $220.5M | $165.8M | ||
| Q3 24 | $106.3M | $161.2M | ||
| Q2 24 | $58.1M | $130.4M |
总债务FELELCII
| Q1 26 | $134.4M | — | ||
| Q4 25 | $135.2M | $945.2M | ||
| Q3 25 | $135.2M | $947.8M | ||
| Q2 25 | $14.5M | $948.0M | ||
| Q1 25 | $14.9M | $938.3M | ||
| Q4 24 | $11.6M | $757.3M | ||
| Q3 24 | $11.6M | $822.5M | ||
| Q2 24 | $87.2M | $829.7M |
股东权益FELELCII
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $1.4B | ||
| Q3 25 | $1.3B | $1.4B | ||
| Q2 25 | $1.3B | $1.4B | ||
| Q1 25 | $1.3B | $1.4B | ||
| Q4 24 | $1.3B | $1.4B | ||
| Q3 24 | $1.3B | $1.4B | ||
| Q2 24 | $1.2B | $1.4B |
总资产FELELCII
| Q1 26 | $2.0B | — | ||
| Q4 25 | $1.9B | $3.2B | ||
| Q3 25 | $2.0B | $3.2B | ||
| Q2 25 | $2.0B | $3.2B | ||
| Q1 25 | $1.9B | $3.1B | ||
| Q4 24 | $1.8B | $2.9B | ||
| Q3 24 | $1.8B | $3.0B | ||
| Q2 24 | $1.8B | $3.0B |
负债/权益比FELELCII
| Q1 26 | 0.10× | — | ||
| Q4 25 | 0.10× | 0.69× | ||
| Q3 25 | 0.10× | 0.70× | ||
| Q2 25 | 0.01× | 0.68× | ||
| Q1 25 | 0.01× | 0.69× | ||
| Q4 24 | 0.01× | 0.55× | ||
| Q3 24 | 0.01× | 0.58× | ||
| Q2 24 | 0.07× | 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 | — | 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FELELCII
| Q1 26 | — | — | ||
| Q4 25 | $104.2M | $78.9M | ||
| Q3 25 | $102.7M | $97.2M | ||
| Q2 25 | $51.5M | $112.2M | ||
| Q1 25 | $-19.5M | $42.7M | ||
| Q4 24 | $110.3M | $106.6M | ||
| Q3 24 | $116.1M | $78.4M | ||
| Q2 24 | $36.4M | $192.9M |
自由现金流FELELCII
| Q1 26 | — | — | ||
| Q4 25 | $88.7M | $64.3M | ||
| Q3 25 | $91.3M | $80.9M | ||
| Q2 25 | $39.9M | $99.5M | ||
| Q1 25 | $-26.3M | $33.7M | ||
| Q4 24 | $97.5M | $95.7M | ||
| Q3 24 | $106.6M | $68.3M | ||
| Q2 24 | $26.1M | $180.2M |
自由现金流率FELELCII
| Q1 26 | — | — | ||
| Q4 25 | 17.5% | 6.9% | ||
| Q3 25 | 15.7% | 7.8% | ||
| Q2 25 | 6.8% | 9.0% | ||
| Q1 25 | -5.8% | 3.2% | ||
| Q4 24 | 20.1% | 11.9% | ||
| Q3 24 | 20.1% | 7.5% | ||
| Q2 24 | 4.8% | 17.1% |
资本支出强度FELELCII
| Q1 26 | — | — | ||
| Q4 25 | 3.1% | 1.6% | ||
| Q3 25 | 2.0% | 1.6% | ||
| Q2 25 | 2.0% | 1.2% | ||
| Q1 25 | 1.5% | 0.9% | ||
| Q4 24 | 2.6% | 1.4% | ||
| Q3 24 | 1.8% | 1.1% | ||
| Q2 24 | 1.9% | 1.2% |
现金转化率FELELCII
| Q1 26 | — | — | ||
| Q4 25 | 2.65× | 4.22× | ||
| Q3 25 | 6.14× | 1.55× | ||
| Q2 25 | 0.86× | 1.95× | ||
| Q1 25 | -0.63× | 0.86× | ||
| Q4 24 | 3.28× | 11.17× | ||
| Q3 24 | 2.13× | 2.20× | ||
| Q2 24 | 0.62× | 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
FELE
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% |
