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Hims & Hers Health, Inc.（HIMS）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Hims & Hers Health, Inc.的1.5倍（$932.7M vs $617.8M），Hims & Hers Health, Inc.净利率更高（3.3% vs 2.0%，领先1.3%），Hims & Hers Health, Inc.同比增速更快（28.4% vs 16.1%），LCI INDUSTRIES自由现金流更多（$64.3M vs $-2.5M），过去两年Hims & Hers Health, Inc.的营收复合增速更高（49.0% vs -1.8%）
Hims & Hers Health, Inc.是2017年成立的美国远程医疗企业，面向消费者提供处方药品、非处方药物以及各类个人护理产品，依托线上服务模式为用户打造便捷的健康消费渠道，覆盖日常医疗、个护等多场景需求。
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。
HIMS vs LCII — 直观对比
营收规模更大
LCII
是对方的1.5倍
$617.8M
营收增速更快
HIMS
高出12.3%
16.1%
净利率更高
HIMS
高出1.3%
2.0%
自由现金流更多
LCII
多$66.8M
$-2.5M
两年增速更快
HIMS
近两年复合增速
-1.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $617.8M | $932.7M |
| 净利润 | $20.6M | $18.7M |
| 毛利率 | 71.9% | 22.1% |
| 营业利润率 | 1.5% | 3.8% |
| 净利率 | 3.3% | 2.0% |
| 营收同比 | 28.4% | 16.1% |
| 净利润同比 | -20.8% | 95.7% |
| 每股收益（稀释后） | $0.08 | $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HIMSLCII
| Q4 25 | $617.8M | $932.7M | ||
| Q3 25 | $599.0M | $1.0B | ||
| Q2 25 | $544.8M | $1.1B | ||
| Q1 25 | $586.0M | $1.0B | ||
| Q4 24 | $481.1M | $803.1M | ||
| Q3 24 | $401.6M | $915.5M | ||
| Q2 24 | $315.6M | $1.1B | ||
| Q1 24 | $278.2M | $968.0M |
净利润HIMSLCII
| Q4 25 | $20.6M | $18.7M | ||
| Q3 25 | $15.8M | $62.5M | ||
| Q2 25 | $42.5M | $57.6M | ||
| Q1 25 | $49.5M | $49.4M | ||
| Q4 24 | $26.0M | $9.5M | ||
| Q3 24 | $75.6M | $35.6M | ||
| Q2 24 | $13.3M | $61.2M | ||
| Q1 24 | $11.1M | $36.5M |
毛利率HIMSLCII
| Q4 25 | 71.9% | 22.1% | ||
| Q3 25 | 73.8% | 24.4% | ||
| Q2 25 | 76.4% | 24.4% | ||
| Q1 25 | 73.5% | 24.1% | ||
| Q4 24 | 76.8% | 21.1% | ||
| Q3 24 | 79.2% | 24.0% | ||
| Q2 24 | 81.3% | 25.3% | ||
| Q1 24 | 82.4% | 23.1% |
营业利润率HIMSLCII
| Q4 25 | 1.5% | 3.8% | ||
| Q3 25 | 2.0% | 7.3% | ||
| Q2 25 | 4.9% | 7.9% | ||
| Q1 25 | 9.9% | 7.8% | ||
| Q4 24 | 3.9% | 2.0% | ||
| Q3 24 | 5.6% | 5.9% | ||
| Q2 24 | 3.5% | 8.6% | ||
| Q1 24 | 3.6% | 6.0% |
净利率HIMSLCII
| Q4 25 | 3.3% | 2.0% | ||
| Q3 25 | 2.6% | 6.0% | ||
| Q2 25 | 7.8% | 5.2% | ||
| Q1 25 | 8.4% | 4.7% | ||
| Q4 24 | 5.4% | 1.2% | ||
| Q3 24 | 18.8% | 3.9% | ||
| Q2 24 | 4.2% | 5.8% | ||
| Q1 24 | 4.0% | 3.8% |
每股收益（稀释后）HIMSLCII
| Q4 25 | $0.08 | $0.79 | ||
| Q3 25 | $0.06 | $2.55 | ||
| Q2 25 | $0.17 | $2.29 | ||
| Q1 25 | $0.20 | $1.94 | ||
| Q4 24 | $0.10 | $0.37 | ||
| Q3 24 | $0.32 | $1.39 | ||
| Q2 24 | $0.06 | $2.40 | ||
| Q1 24 | $0.05 | $1.44 |
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 | $228.6M | $222.6M |
| 总债务越低越好 | — | $945.2M |
| 股东权益账面价值 | $540.9M | $1.4B |
| 总资产 | $2.2B | $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HIMSLCII
| Q4 25 | $228.6M | $222.6M | ||
| Q3 25 | $345.8M | $199.7M | ||
| Q2 25 | $1.1B | $191.9M | ||
| Q1 25 | $273.7M | $231.2M | ||
| Q4 24 | $220.6M | $165.8M | ||
| Q3 24 | $165.5M | $161.2M | ||
| Q2 24 | $129.3M | $130.4M | ||
| Q1 24 | $105.2M | $22.6M |
总债务HIMSLCII
| 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 | ||
| Q1 24 | — | $855.3M |
股东权益HIMSLCII
| Q4 25 | $540.9M | $1.4B | ||
| Q3 25 | $581.0M | $1.4B | ||
| Q2 25 | $562.7M | $1.4B | ||
| Q1 25 | $549.3M | $1.4B | ||
| Q4 24 | $476.7M | $1.4B | ||
| Q3 24 | $440.1M | $1.4B | ||
| Q2 24 | $362.0M | $1.4B | ||
| Q1 24 | $344.5M | $1.4B |
总资产HIMSLCII
| Q4 25 | $2.2B | $3.2B | ||
| Q3 25 | $2.2B | $3.2B | ||
| Q2 25 | $1.9B | $3.2B | ||
| Q1 25 | $891.7M | $3.1B | ||
| Q4 24 | $707.5M | $2.9B | ||
| Q3 24 | $602.3M | $3.0B | ||
| Q2 24 | $480.5M | $3.0B | ||
| Q1 24 | $448.1M | $3.0B |
负债/权益比HIMSLCII
| 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× | ||
| Q1 24 | — | 0.63× |
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 | $61.3M | $78.9M |
| 自由现金流经营现金流 - 资本支出 | $-2.5M | $64.3M |
| 自由现金流率自由现金流/营收 | -0.4% | 6.9% |
| 资本支出强度资本支出/营收 | 10.3% | 1.6% |
| 现金转化率经营现金流/净利润 | 2.98× | 4.22× |
| 过去12个月自由现金流最近4个季度 | $57.4M | $278.3M |
8季度趋势，按日历期对齐
经营现金流HIMSLCII
| Q4 25 | $61.3M | $78.9M | ||
| Q3 25 | $148.7M | $97.2M | ||
| Q2 25 | $-19.1M | $112.2M | ||
| Q1 25 | $109.1M | $42.7M | ||
| Q4 24 | $86.4M | $106.6M | ||
| Q3 24 | $85.3M | $78.4M | ||
| Q2 24 | $53.6M | $192.9M | ||
| Q1 24 | $25.8M | $-7.7M |
自由现金流HIMSLCII
| Q4 25 | $-2.5M | $64.3M | ||
| Q3 25 | $79.3M | $80.9M | ||
| Q2 25 | $-69.5M | $99.5M | ||
| Q1 25 | $50.1M | $33.7M | ||
| Q4 24 | $59.5M | $95.7M | ||
| Q3 24 | $79.4M | $68.3M | ||
| Q2 24 | $47.6M | $180.2M | ||
| Q1 24 | $11.8M | $-16.3M |
自由现金流率HIMSLCII
| Q4 25 | -0.4% | 6.9% | ||
| Q3 25 | 13.2% | 7.8% | ||
| Q2 25 | -12.8% | 9.0% | ||
| Q1 25 | 8.5% | 3.2% | ||
| Q4 24 | 12.4% | 11.9% | ||
| Q3 24 | 19.8% | 7.5% | ||
| Q2 24 | 15.1% | 17.1% | ||
| Q1 24 | 4.3% | -1.7% |
资本支出强度HIMSLCII
| Q4 25 | 10.3% | 1.6% | ||
| Q3 25 | 11.6% | 1.6% | ||
| Q2 25 | 9.3% | 1.2% | ||
| Q1 25 | 10.1% | 0.9% | ||
| Q4 24 | 5.6% | 1.4% | ||
| Q3 24 | 1.5% | 1.1% | ||
| Q2 24 | 1.9% | 1.2% | ||
| Q1 24 | 5.0% | 0.9% |
现金转化率HIMSLCII
| Q4 25 | 2.98× | 4.22× | ||
| Q3 25 | 9.43× | 1.55× | ||
| Q2 25 | -0.45× | 1.95× | ||
| Q1 25 | 2.20× | 0.86× | ||
| Q4 24 | 3.32× | 11.17× | ||
| Q3 24 | 1.13× | 2.20× | ||
| Q2 24 | 4.03× | 3.15× | ||
| Q1 24 | 2.32× | -0.21× |
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
HIMS
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% |
