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F5, Inc.（FFIV）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F5, Inc.的1.1倍（$932.7M vs $811.7M），F5, Inc.净利率更高（18.2% vs 2.0%，领先16.2%），LCI INDUSTRIES同比增速更快（16.1% vs 11.0%），过去两年F5, Inc.的营收复合增速更高（8.0% vs -1.8%）
F5, Inc.是一家美国科技企业，专注于应用安全、多云管理、线上反欺诈、应用交付网络（ADN）相关业务，同时提供应用可用性与性能优化、网络安全、访问授权管理等产品及解决方案，助力各行业客户保障数字化业务稳定运营，提升运行效率。
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。
FFIV vs LCII — 直观对比
营收规模更大
LCII
是对方的1.1倍
$811.7M
营收增速更快
LCII
高出5.1%
11.0%
净利率更高
FFIV
高出16.2%
2.0%
两年增速更快
FFIV
近两年复合增速
-1.8%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $811.7M | $932.7M |
| 净利润 | $148.0M | $18.7M |
| 毛利率 | 81.4% | 22.1% |
| 营业利润率 | 22.1% | 3.8% |
| 净利率 | 18.2% | 2.0% |
| 营收同比 | 11.0% | 16.1% |
| 净利润同比 | 1.5% | 95.7% |
| 每股收益（稀释后） | $2.58 | $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FFIVLCII
| Q1 26 | $811.7M | — | ||
| Q4 25 | $822.5M | $932.7M | ||
| Q3 25 | $810.1M | $1.0B | ||
| Q2 25 | $780.4M | $1.1B | ||
| Q1 25 | $731.1M | $1.0B | ||
| Q4 24 | $766.5M | $803.1M | ||
| Q3 24 | $746.7M | $915.5M | ||
| Q2 24 | $695.5M | $1.1B |
净利润FFIVLCII
| Q1 26 | $148.0M | — | ||
| Q4 25 | $180.1M | $18.7M | ||
| Q3 25 | $190.5M | $62.5M | ||
| Q2 25 | $189.9M | $57.6M | ||
| Q1 25 | $145.5M | $49.4M | ||
| Q4 24 | $166.4M | $9.5M | ||
| Q3 24 | $165.3M | $35.6M | ||
| Q2 24 | $144.1M | $61.2M |
毛利率FFIVLCII
| Q1 26 | 81.4% | — | ||
| Q4 25 | 81.5% | 22.1% | ||
| Q3 25 | 82.2% | 24.4% | ||
| Q2 25 | 81.0% | 24.4% | ||
| Q1 25 | 80.7% | 24.1% | ||
| Q4 24 | 81.7% | 21.1% | ||
| Q3 24 | 80.8% | 24.0% | ||
| Q2 24 | 80.4% | 25.3% |
营业利润率FFIVLCII
| Q1 26 | 22.1% | — | ||
| Q4 25 | 26.0% | 3.8% | ||
| Q3 25 | 25.4% | 7.3% | ||
| Q2 25 | 25.2% | 7.9% | ||
| Q1 25 | 21.7% | 7.8% | ||
| Q4 24 | 26.8% | 2.0% | ||
| Q3 24 | 25.6% | 5.9% | ||
| Q2 24 | 23.4% | 8.6% |
净利率FFIVLCII
| Q1 26 | 18.2% | — | ||
| Q4 25 | 21.9% | 2.0% | ||
| Q3 25 | 23.5% | 6.0% | ||
| Q2 25 | 24.3% | 5.2% | ||
| Q1 25 | 19.9% | 4.7% | ||
| Q4 24 | 21.7% | 1.2% | ||
| Q3 24 | 22.1% | 3.9% | ||
| Q2 24 | 20.7% | 5.8% |
每股收益（稀释后）FFIVLCII
| Q1 26 | $2.58 | — | ||
| Q4 25 | $3.10 | $0.79 | ||
| Q3 25 | $3.25 | $2.55 | ||
| Q2 25 | $3.25 | $2.29 | ||
| Q1 25 | $2.48 | $1.94 | ||
| Q4 24 | $2.82 | $0.37 | ||
| Q3 24 | $2.79 | $1.39 | ||
| Q2 24 | $2.44 | $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 | $1.4B | $222.6M |
| 总债务越低越好 | — | $945.2M |
| 股东权益账面价值 | $3.6B | $1.4B |
| 总资产 | $6.5B | $3.2B |
| 负债/权益比越低杠杆越低 | — | 0.69× |
8季度趋势，按日历期对齐
现金及短期投资FFIVLCII
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.2B | $222.6M | ||
| Q3 25 | $1.3B | $199.7M | ||
| Q2 25 | $1.4B | $191.9M | ||
| Q1 25 | $1.3B | $231.2M | ||
| Q4 24 | $1.2B | $165.8M | ||
| Q3 24 | $1.1B | $161.2M | ||
| Q2 24 | $935.6M | $130.4M |
总债务FFIVLCII
| Q1 26 | — | — | ||
| Q4 25 | — | $945.2M | ||
| Q3 25 | — | $947.8M | ||
| Q2 25 | — | $948.0M | ||
| Q1 25 | — | $938.3M | ||
| Q4 24 | — | $757.3M | ||
| Q3 24 | — | $822.5M | ||
| Q2 24 | — | $829.7M |
股东权益FFIVLCII
| Q1 26 | $3.6B | — | ||
| Q4 25 | $3.5B | $1.4B | ||
| Q3 25 | $3.6B | $1.4B | ||
| Q2 25 | $3.5B | $1.4B | ||
| Q1 25 | $3.3B | $1.4B | ||
| Q4 24 | $3.2B | $1.4B | ||
| Q3 24 | $3.1B | $1.4B | ||
| Q2 24 | $3.0B | $1.4B |
总资产FFIVLCII
| Q1 26 | $6.5B | — | ||
| Q4 25 | $6.3B | $3.2B | ||
| Q3 25 | $6.3B | $3.2B | ||
| Q2 25 | $6.1B | $3.2B | ||
| Q1 25 | $5.9B | $3.1B | ||
| Q4 24 | $5.9B | $2.9B | ||
| Q3 24 | $5.6B | $3.0B | ||
| Q2 24 | $5.4B | $3.0B |
负债/权益比FFIVLCII
| Q1 26 | — | — | ||
| Q4 25 | — | 0.69× | ||
| Q3 25 | — | 0.70× | ||
| Q2 25 | — | 0.68× | ||
| Q1 25 | — | 0.69× | ||
| Q4 24 | — | 0.55× | ||
| Q3 24 | — | 0.58× | ||
| Q2 24 | — | 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 | $525.1M | $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 | 3.55× | 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FFIVLCII
| Q1 26 | $525.1M | — | ||
| Q4 25 | $159.2M | $78.9M | ||
| Q3 25 | $208.1M | $97.2M | ||
| Q2 25 | $282.2M | $112.2M | ||
| Q1 25 | $256.6M | $42.7M | ||
| Q4 24 | $202.8M | $106.6M | ||
| Q3 24 | $246.5M | $78.4M | ||
| Q2 24 | $159.0M | $192.9M |
自由现金流FFIVLCII
| Q1 26 | — | — | ||
| Q4 25 | $149.5M | $64.3M | ||
| Q3 25 | $191.9M | $80.9M | ||
| Q2 25 | $273.7M | $99.5M | ||
| Q1 25 | $246.1M | $33.7M | ||
| Q4 24 | $194.7M | $95.7M | ||
| Q3 24 | $240.4M | $68.3M | ||
| Q2 24 | $153.1M | $180.2M |
自由现金流率FFIVLCII
| Q1 26 | — | — | ||
| Q4 25 | 18.2% | 6.9% | ||
| Q3 25 | 23.7% | 7.8% | ||
| Q2 25 | 35.1% | 9.0% | ||
| Q1 25 | 33.7% | 3.2% | ||
| Q4 24 | 25.4% | 11.9% | ||
| Q3 24 | 32.2% | 7.5% | ||
| Q2 24 | 22.0% | 17.1% |
资本支出强度FFIVLCII
| Q1 26 | — | — | ||
| Q4 25 | 1.2% | 1.6% | ||
| Q3 25 | 2.0% | 1.6% | ||
| Q2 25 | 1.1% | 1.2% | ||
| Q1 25 | 1.4% | 0.9% | ||
| Q4 24 | 1.1% | 1.4% | ||
| Q3 24 | 0.8% | 1.1% | ||
| Q2 24 | 0.8% | 1.2% |
现金转化率FFIVLCII
| Q1 26 | 3.55× | — | ||
| Q4 25 | 0.88× | 4.22× | ||
| Q3 25 | 1.09× | 1.55× | ||
| Q2 25 | 1.49× | 1.95× | ||
| Q1 25 | 1.76× | 0.86× | ||
| Q4 24 | 1.22× | 11.17× | ||
| Q3 24 | 1.49× | 2.20× | ||
| Q2 24 | 1.10× | 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
FFIV
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% |
