vs
英格索兰（IR）与蓝威斯顿（LW）财务数据对比。点击上方公司名可切换其他公司
英格索兰的季度营收约是蓝威斯顿的1.3倍（$2.1B vs $1.6B），英格索兰净利率更高（12.7% vs 3.5%，领先9.3%），英格索兰同比增速更快（10.1% vs 2.9%），英格索兰自由现金流更多（$461.5M vs $-36.3M），过去两年英格索兰的营收复合增速更高（11.9% vs -1.5%）
英格索兰是一家美国跨国企业，主营流体生产及工业产品业务。公司于2020年2月由原英格索兰plc的工业业务板块分拆后与加德纳丹佛合并组建，旗下拥有40多个品牌，产品覆盖全球所有主要市场。
蓝威斯顿控股是美国食品加工企业，为全球规模最大的冷冻薯条、华夫薯条及其他冷冻马铃薯制品的生产商与加工商之一，总部坐落于爱达荷州博伊西市郊的伊格尔市。
IR vs LW — 直观对比
营收规模更大
IR
是对方的1.3倍
$1.6B
营收增速更快
IR
高出7.2%
2.9%
净利率更高
IR
高出9.3%
3.5%
自由现金流更多
IR
多$497.8M
$-36.3M
两年增速更快
IR
近两年复合增速
-1.5%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.1B | $1.6B |
| 净利润 | $266.1M | $54.0M |
| 毛利率 | 42.6% | 21.2% |
| 营业利润率 | 18.7% | 8.1% |
| 净利率 | 12.7% | 3.5% |
| 营收同比 | 10.1% | 2.9% |
| 净利润同比 | 15.8% | -63.0% |
| 每股收益（稀释后） | $0.67 | $0.39 |
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IRLW
| Q1 26 | — | $1.6B | ||
| Q4 25 | $2.1B | $1.6B | ||
| Q3 25 | $2.0B | $1.7B | ||
| Q2 25 | $1.9B | $1.7B | ||
| Q1 25 | $1.7B | $1.5B | ||
| Q4 24 | $1.9B | $1.6B | ||
| Q3 24 | $1.9B | $1.7B | ||
| Q2 24 | $1.8B | $1.6B |
净利润IRLW
| Q1 26 | — | $54.0M | ||
| Q4 25 | $266.1M | $62.1M | ||
| Q3 25 | $244.1M | $64.3M | ||
| Q2 25 | $-115.3M | $119.9M | ||
| Q1 25 | $186.5M | $146.0M | ||
| Q4 24 | $229.8M | $-36.1M | ||
| Q3 24 | $221.6M | $127.4M | ||
| Q2 24 | $185.0M | $129.6M |
毛利率IRLW
| Q1 26 | — | 21.2% | ||
| Q4 25 | 42.6% | 20.0% | ||
| Q3 25 | 43.7% | 20.6% | ||
| Q2 25 | 43.7% | 20.4% | ||
| Q1 25 | 44.6% | 27.8% | ||
| Q4 24 | 42.9% | 17.4% | ||
| Q3 24 | 43.8% | 21.5% | ||
| Q2 24 | 43.9% | 24.1% |
营业利润率IRLW
| Q1 26 | — | 8.1% | ||
| Q4 25 | 18.7% | 8.6% | ||
| Q3 25 | 19.2% | 9.4% | ||
| Q2 25 | 4.0% | 11.1% | ||
| Q1 25 | 17.6% | 16.4% | ||
| Q4 24 | 20.0% | 1.2% | ||
| Q3 24 | 19.1% | 12.8% | ||
| Q2 24 | 15.1% | 13.2% |
净利率IRLW
| Q1 26 | — | 3.5% | ||
| Q4 25 | 12.7% | 3.8% | ||
| Q3 25 | 12.5% | 3.9% | ||
| Q2 25 | -6.1% | 7.2% | ||
| Q1 25 | 10.9% | 9.6% | ||
| Q4 24 | 12.1% | -2.3% | ||
| Q3 24 | 11.9% | 7.7% | ||
| Q2 24 | 10.2% | 8.0% |
每股收益（稀释后）IRLW
| Q1 26 | — | $0.39 | ||
| Q4 25 | $0.67 | $0.44 | ||
| Q3 25 | $0.61 | $0.46 | ||
| Q2 25 | $-0.29 | $0.84 | ||
| Q1 25 | $0.46 | $1.03 | ||
| Q4 24 | $0.57 | $-0.25 | ||
| Q3 24 | $0.54 | $0.88 | ||
| Q2 24 | $0.45 | $0.89 |
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 | $1.2B | $57.5M |
| 总债务越低越好 | $4.8B | $3.6B |
| 股东权益账面价值 | $10.1B | $1.8B |
| 总资产 | $18.3B | $7.4B |
| 负债/权益比越低杠杆越低 | 0.47× | 1.99× |
8季度趋势，按日历期对齐
现金及短期投资IRLW
| Q1 26 | — | $57.5M | ||
| Q4 25 | $1.2B | $82.7M | ||
| Q3 25 | $1.2B | $98.6M | ||
| Q2 25 | $1.3B | $70.7M | ||
| Q1 25 | $1.6B | $67.5M | ||
| Q4 24 | $1.5B | $79.0M | ||
| Q3 24 | $1.4B | $120.8M | ||
| Q2 24 | $1.1B | $71.4M |
总债务IRLW
| Q1 26 | — | $3.6B | ||
| Q4 25 | $4.8B | $3.6B | ||
| Q3 25 | $4.8B | $3.7B | ||
| Q2 25 | $4.8B | $3.7B | ||
| Q1 25 | $4.8B | $3.7B | ||
| Q4 24 | $4.8B | $3.7B | ||
| Q3 24 | $4.8B | $3.4B | ||
| Q2 24 | $4.8B | $3.4B |
股东权益IRLW
| Q1 26 | — | $1.8B | ||
| Q4 25 | $10.1B | $1.8B | ||
| Q3 25 | $10.1B | $1.8B | ||
| Q2 25 | $10.1B | $1.7B | ||
| Q1 25 | $10.5B | $1.6B | ||
| Q4 24 | $10.2B | $1.6B | ||
| Q3 24 | $10.3B | $1.8B | ||
| Q2 24 | $10.0B | $1.8B |
总资产IRLW
| Q1 26 | — | $7.4B | ||
| Q4 25 | $18.3B | $7.3B | ||
| Q3 25 | $18.2B | $7.2B | ||
| Q2 25 | $18.1B | $7.4B | ||
| Q1 25 | $18.4B | $7.4B | ||
| Q4 24 | $18.0B | $7.5B | ||
| Q3 24 | $18.2B | $7.5B | ||
| Q2 24 | $17.8B | $7.4B |
负债/权益比IRLW
| Q1 26 | — | 1.99× | ||
| Q4 25 | 0.47× | 2.08× | ||
| Q3 25 | 0.47× | 2.05× | ||
| Q2 25 | 0.47× | 2.12× | ||
| Q1 25 | 0.45× | 2.25× | ||
| Q4 24 | 0.47× | 2.26× | ||
| Q3 24 | 0.47× | 1.87× | ||
| Q2 24 | 0.48× | 1.92× |
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 | $499.0M | $65.2M |
| 自由现金流经营现金流 - 资本支出 | $461.5M | $-36.3M |
| 自由现金流率自由现金流/营收 | 22.1% | -2.3% |
| 资本支出强度资本支出/营收 | 1.8% | 6.5% |
| 现金转化率经营现金流/净利润 | 1.88× | 1.21× |
| 过去12个月自由现金流最近4个季度 | $1.2B | $569.2M |
8季度趋势，按日历期对齐
经营现金流IRLW
| Q1 26 | — | $65.2M | ||
| Q4 25 | $499.0M | $178.4M | ||
| Q3 25 | $354.6M | $352.0M | ||
| Q2 25 | $245.7M | $868.3M | ||
| Q1 25 | $256.4M | $56.0M | ||
| Q4 24 | $526.2M | $99.1M | ||
| Q3 24 | $404.0M | $330.2M | ||
| Q2 24 | $304.9M | $798.2M |
自由现金流IRLW
| Q1 26 | — | $-36.3M | ||
| Q4 25 | $461.5M | $101.0M | ||
| Q3 25 | $325.5M | $274.4M | ||
| Q2 25 | $210.4M | $230.1M | ||
| Q1 25 | $222.7M | $-19.8M | ||
| Q4 24 | $490.9M | $-49.6M | ||
| Q3 24 | $374.3M | $4.3M | ||
| Q2 24 | $283.1M | $-131.3M |
自由现金流率IRLW
| Q1 26 | — | -2.3% | ||
| Q4 25 | 22.1% | 6.2% | ||
| Q3 25 | 16.6% | 16.5% | ||
| Q2 25 | 11.1% | 13.7% | ||
| Q1 25 | 13.0% | -1.3% | ||
| Q4 24 | 25.9% | -3.1% | ||
| Q3 24 | 20.1% | 0.3% | ||
| Q2 24 | 15.7% | -8.1% |
资本支出强度IRLW
| Q1 26 | — | 6.5% | ||
| Q4 25 | 1.8% | 4.8% | ||
| Q3 25 | 1.5% | 4.7% | ||
| Q2 25 | 1.9% | 38.1% | ||
| Q1 25 | 2.0% | 5.0% | ||
| Q4 24 | 1.9% | 9.3% | ||
| Q3 24 | 1.6% | 19.7% | ||
| Q2 24 | 1.2% | 57.7% |
现金转化率IRLW
| Q1 26 | — | 1.21× | ||
| Q4 25 | 1.88× | 2.87× | ||
| Q3 25 | 1.45× | 5.47× | ||
| Q2 25 | — | 7.24× | ||
| Q1 25 | 1.37× | 0.38× | ||
| Q4 24 | 2.29× | — | ||
| Q3 24 | 1.82× | 2.59× | ||
| Q2 24 | 1.65× | 6.16× |
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
IR
| Transferred At Point In Time | $1.5B | 71% |
| Transferred Over Time | $193.0M | 9% |
| Precision And Science Technologies Segment | $183.1M | 9% |
| Acquisitions In2024 | $175.6M | 8% |
| Acquisitions In2025 | $70.8M | 3% |
LW
| Segments North America | $1.0B | 66% |
| Segments International | $529.8M | 34% |
