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CHART INDUSTRIES INC（GTLS）与林肯电气（LECO）财务数据对比。点击上方公司名可切换其他公司
CHART INDUSTRIES INC的季度营收约是林肯电气的1.0倍（$1.1B vs $1.1B），林肯电气净利率更高（12.6% vs 5.0%，领先7.6%），林肯电气同比增速更快（5.5% vs -2.5%），CHART INDUSTRIES INC自由现金流更多（$66.2M vs $52.0M），过去两年CHART INDUSTRIES INC的营收复合增速更高（6.6% vs 4.9%）
Oricon Inc.成立于1999年，是日本知名音乐产业集团的控股主体，主营日本本土及西洋音乐相关的行业资讯与数据统计服务。其前身为小池宗光于1967年11月创立的Original Confidence公司，凭借权威音乐排行榜广为人知，2002年4月正式承接原公司旗下的Oricon唱片排行榜业务。
林肯电气是美国跨国焊接产品制造企业，总部位于俄亥俄州欧几里得市，主营弧焊设备、焊接配件、等离子及氧燃料切割设备、焊接机器人系统等，业务覆盖160余个国家和地区，在全球设有42个生产基地，同时在19个国家布局了生产联盟及合资企业。
GTLS vs LECO — 直观对比
营收规模更大
GTLS
是对方的1.0倍
$1.1B
营收增速更快
LECO
高出8.0%
-2.5%
净利率更高
LECO
高出7.6%
5.0%
自由现金流更多
GTLS
多$14.2M
$52.0M
两年增速更快
GTLS
近两年复合增速
4.9%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.1B |
| 净利润 | $53.6M | $136.0M |
| 毛利率 | 33.3% | 34.7% |
| 营业利润率 | 11.6% | 17.1% |
| 净利率 | 5.0% | 12.6% |
| 营收同比 | -2.5% | 5.5% |
| 净利润同比 | -32.7% | -3.0% |
| 每股收益（稀释后） | $1.06 | $2.45 |
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GTLSLECO
| Q4 25 | $1.1B | $1.1B | ||
| Q3 25 | $1.1B | $1.1B | ||
| Q2 25 | $1.1B | $1.1B | ||
| Q1 25 | $1.0B | $1.0B | ||
| Q4 24 | $1.1B | $1.0B | ||
| Q3 24 | $1.1B | $983.8M | ||
| Q2 24 | $1.0B | $1.0B | ||
| Q1 24 | $950.7M | $981.2M |
净利润GTLSLECO
| Q4 25 | $53.6M | $136.0M | ||
| Q3 25 | $-138.5M | $122.6M | ||
| Q2 25 | $76.1M | $143.4M | ||
| Q1 25 | $49.5M | $118.5M | ||
| Q4 24 | $79.6M | $140.2M | ||
| Q3 24 | $69.0M | $100.8M | ||
| Q2 24 | $58.6M | $101.7M | ||
| Q1 24 | $11.3M | $123.4M |
毛利率GTLSLECO
| Q4 25 | 33.3% | 34.7% | ||
| Q3 25 | 34.1% | 36.7% | ||
| Q2 25 | 33.6% | 37.3% | ||
| Q1 25 | 33.9% | 36.4% | ||
| Q4 24 | 33.6% | 36.1% | ||
| Q3 24 | 34.1% | 35.8% | ||
| Q2 24 | 33.8% | 37.6% | ||
| Q1 24 | 31.8% | 37.5% |
营业利润率GTLSLECO
| Q4 25 | 11.6% | 17.1% | ||
| Q3 25 | -8.0% | 16.6% | ||
| Q2 25 | 15.7% | 17.6% | ||
| Q1 25 | 15.2% | 16.4% | ||
| Q4 24 | 17.0% | 17.3% | ||
| Q3 24 | 16.8% | 14.8% | ||
| Q2 24 | 16.1% | 14.6% | ||
| Q1 24 | 11.9% | 16.8% |
净利率GTLSLECO
| Q4 25 | 5.0% | 12.6% | ||
| Q3 25 | -12.6% | 11.6% | ||
| Q2 25 | 7.0% | 13.2% | ||
| Q1 25 | 4.9% | 11.8% | ||
| Q4 24 | 7.2% | 13.7% | ||
| Q3 24 | 6.5% | 10.2% | ||
| Q2 24 | 5.6% | 10.0% | ||
| Q1 24 | 1.2% | 12.6% |
每股收益（稀释后）GTLSLECO
| Q4 25 | $1.06 | $2.45 | ||
| Q3 25 | $-3.23 | $2.21 | ||
| Q2 25 | $1.53 | $2.56 | ||
| Q1 25 | $0.94 | $2.10 | ||
| Q4 24 | $1.57 | $2.47 | ||
| Q3 24 | $1.33 | $1.77 | ||
| Q2 24 | $1.10 | $1.77 | ||
| Q1 24 | $0.10 | $2.14 |
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 | $366.0M | $308.8M |
| 总债务越低越好 | $3.7B | — |
| 股东权益账面价值 | $3.2B | $1.5B |
| 总资产 | $9.8B | $3.8B |
| 负债/权益比越低杠杆越低 | 1.13× | — |
8季度趋势，按日历期对齐
现金及短期投资GTLSLECO
| Q4 25 | $366.0M | $308.8M | ||
| Q3 25 | $399.2M | $293.0M | ||
| Q2 25 | $342.3M | $299.5M | ||
| Q1 25 | $296.2M | $394.7M | ||
| Q4 24 | $308.6M | $377.3M | ||
| Q3 24 | $310.2M | $404.2M | ||
| Q2 24 | $247.4M | $272.7M | ||
| Q1 24 | $191.9M | $375.0M |
总债务GTLSLECO
| Q4 25 | $3.7B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $3.8B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益GTLSLECO
| Q4 25 | $3.2B | $1.5B | ||
| Q3 25 | $3.2B | $1.4B | ||
| Q2 25 | $3.4B | $1.4B | ||
| Q1 25 | $3.0B | $1.3B | ||
| Q4 24 | $2.8B | $1.3B | ||
| Q3 24 | $3.0B | $1.3B | ||
| Q2 24 | $2.7B | $1.3B | ||
| Q1 24 | $2.7B | $1.3B |
总资产GTLSLECO
| Q4 25 | $9.8B | $3.8B | ||
| Q3 25 | $9.8B | $3.8B | ||
| Q2 25 | $9.7B | $3.7B | ||
| Q1 25 | $9.3B | $3.6B | ||
| Q4 24 | $9.1B | $3.5B | ||
| Q3 24 | $9.5B | $3.7B | ||
| Q2 24 | $9.3B | $3.4B | ||
| Q1 24 | $9.2B | $3.4B |
负债/权益比GTLSLECO
| Q4 25 | 1.13× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.33× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $88.8M | $95.0M |
| 自由现金流经营现金流 - 资本支出 | $66.2M | $52.0M |
| 自由现金流率自由现金流/营收 | 6.1% | 4.8% |
| 资本支出强度资本支出/营收 | 2.1% | 4.0% |
| 现金转化率经营现金流/净利润 | 1.66× | 0.70× |
| 过去12个月自由现金流最近4个季度 | $202.8M | $534.2M |
8季度趋势，按日历期对齐
经营现金流GTLSLECO
| Q4 25 | $88.8M | $95.0M | ||
| Q3 25 | $118.0M | $236.7M | ||
| Q2 25 | $145.9M | $143.8M | ||
| Q1 25 | $-60.0M | $185.7M | ||
| Q4 24 | $281.4M | $95.8M | ||
| Q3 24 | $200.6M | $199.2M | ||
| Q2 24 | $116.1M | $170.7M | ||
| Q1 24 | $-95.1M | $133.3M |
自由现金流GTLSLECO
| Q4 25 | $66.2M | $52.0M | ||
| Q3 25 | $94.7M | $205.1M | ||
| Q2 25 | $122.0M | $118.4M | ||
| Q1 25 | $-80.1M | $158.7M | ||
| Q4 24 | $260.9M | $64.3M | ||
| Q3 24 | $174.5M | $163.5M | ||
| Q2 24 | $88.0M | $147.5M | ||
| Q1 24 | $-141.2M | $107.0M |
自由现金流率GTLSLECO
| Q4 25 | 6.1% | 4.8% | ||
| Q3 25 | 8.6% | 19.3% | ||
| Q2 25 | 11.3% | 10.9% | ||
| Q1 25 | -8.0% | 15.8% | ||
| Q4 24 | 23.6% | 6.3% | ||
| Q3 24 | 16.4% | 16.6% | ||
| Q2 24 | 8.5% | 14.4% | ||
| Q1 24 | -14.9% | 10.9% |
资本支出强度GTLSLECO
| Q4 25 | 2.1% | 4.0% | ||
| Q3 25 | 2.1% | 3.0% | ||
| Q2 25 | 2.2% | 2.3% | ||
| Q1 25 | 2.0% | 2.7% | ||
| Q4 24 | 1.9% | 3.1% | ||
| Q3 24 | 2.5% | 3.6% | ||
| Q2 24 | 2.7% | 2.3% | ||
| Q1 24 | 4.8% | 2.7% |
现金转化率GTLSLECO
| Q4 25 | 1.66× | 0.70× | ||
| Q3 25 | — | 1.93× | ||
| Q2 25 | 1.92× | 1.00× | ||
| Q1 25 | -1.21× | 1.57× | ||
| Q4 24 | 3.54× | 0.68× | ||
| Q3 24 | 2.91× | 1.98× | ||
| Q2 24 | 1.98× | 1.68× | ||
| Q1 24 | -8.42× | 1.08× |
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
GTLS
| Repair Service And Leasing Segment | $330.4M | 31% |
| Heat Transfer Systems Segment | $325.8M | 30% |
| Specialty Products Segment | $259.5M | 24% |
| Transferred Over Time | $94.4M | 9% |
| Transferred At Point In Time | $69.5M | 6% |
LECO
| Americas Welding | $681.9M | 63% |
| International Welding | $259.4M | 24% |
| Harris Products Group | $137.4M | 13% |
