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Loews Corporation（L）与摩丁制造（MOD）财务数据对比。点击上方公司名可切换其他公司
Loews Corporation的季度营收约是摩丁制造的1.0倍（$827.0M vs $805.0M），Loews Corporation净利率更高（48.6% vs -5.9%，领先54.5%），摩丁制造同比增速更快（30.5% vs 4.8%），Loews Corporation自由现金流更多（$426.0M vs $-17.1M），过去两年摩丁制造的营收复合增速更高（15.5% vs 7.9%）
Loews Corporation是一家总部位于美国的多元化综合企业集团，旗下子公司业务覆盖财产保险、天然气管道运输、酒店运营、油气勘探生产等核心领域，主要服务北美市场的商业、消费者及工业客户。
摩丁制造是1916年成立于美国的热管理企业。创始人亚瑟·B·摩丁获拖拉机Spirex散热器专利后创立公司，曾为福特T型车生产Turbotube散热器，1941年在威斯康星州拉辛建成全球首个车用风洞，二战期间为P-51野马战斗机供应后冷却器。
L vs MOD — 直观对比
营收规模更大
L
是对方的1.0倍
$805.0M
营收增速更快
MOD
高出25.7%
4.8%
净利率更高
L
高出54.5%
-5.9%
自由现金流更多
L
多$443.1M
$-17.1M
两年增速更快
MOD
近两年复合增速
7.9%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $827.0M | $805.0M |
| 净利润 | $402.0M | $-47.4M |
| 毛利率 | — | 23.1% |
| 营业利润率 | 65.4% | 11.1% |
| 净利率 | 48.6% | -5.9% |
| 营收同比 | 4.8% | 30.5% |
| 净利润同比 | 115.0% | -215.6% |
| 每股收益（稀释后） | $1.93 | $-0.90 |
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LMOD
| Q4 25 | $827.0M | $805.0M | ||
| Q3 25 | $732.0M | $738.9M | ||
| Q2 25 | $769.0M | $682.8M | ||
| Q1 25 | $846.0M | $647.2M | ||
| Q4 24 | $789.0M | $616.8M | ||
| Q3 24 | $683.0M | $658.0M | ||
| Q2 24 | $711.0M | $661.5M | ||
| Q1 24 | $710.0M | $603.5M |
净利润LMOD
| Q4 25 | $402.0M | $-47.4M | ||
| Q3 25 | $504.0M | $44.4M | ||
| Q2 25 | $391.0M | $51.2M | ||
| Q1 25 | $370.0M | $49.6M | ||
| Q4 24 | $187.0M | $41.0M | ||
| Q3 24 | $401.0M | $46.1M | ||
| Q2 24 | $369.0M | $47.3M | ||
| Q1 24 | $457.0M | $25.8M |
毛利率LMOD
| Q4 25 | — | 23.1% | ||
| Q3 25 | — | 22.3% | ||
| Q2 25 | — | 24.2% | ||
| Q1 25 | — | 25.6% | ||
| Q4 24 | — | 24.3% | ||
| Q3 24 | — | 25.2% | ||
| Q2 24 | — | 24.6% | ||
| Q1 24 | — | 22.4% |
营业利润率LMOD
| Q4 25 | 65.4% | 11.1% | ||
| Q3 25 | 94.1% | 9.9% | ||
| Q2 25 | 70.1% | 11.1% | ||
| Q1 25 | 60.8% | 11.5% | ||
| Q4 24 | 23.8% | 9.6% | ||
| Q3 24 | 80.5% | 11.4% | ||
| Q2 24 | 71.3% | 11.2% | ||
| Q1 24 | 88.6% | 7.8% |
净利率LMOD
| Q4 25 | 48.6% | -5.9% | ||
| Q3 25 | 68.9% | 6.0% | ||
| Q2 25 | 50.8% | 7.5% | ||
| Q1 25 | 43.7% | 7.7% | ||
| Q4 24 | 23.7% | 6.6% | ||
| Q3 24 | 58.7% | 7.0% | ||
| Q2 24 | 51.9% | 7.2% | ||
| Q1 24 | 64.4% | 4.3% |
每股收益（稀释后）LMOD
| Q4 25 | $1.93 | $-0.90 | ||
| Q3 25 | $2.43 | $0.83 | ||
| Q2 25 | $1.87 | $0.95 | ||
| Q1 25 | $1.74 | $0.92 | ||
| Q4 24 | $0.87 | $0.76 | ||
| Q3 24 | $1.82 | $0.86 | ||
| Q2 24 | $1.67 | $0.88 | ||
| Q1 24 | $2.05 | $0.48 |
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 | $6.0B | $98.7M |
| 总债务越低越好 | $8.4B | $570.7M |
| 股东权益账面价值 | $18.7B | $1.1B |
| 总资产 | $86.3B | $2.5B |
| 负债/权益比越低杠杆越低 | 0.45× | 0.51× |
8季度趋势，按日历期对齐
现金及短期投资LMOD
| Q4 25 | $6.0B | $98.7M | ||
| Q3 25 | $5.4B | $83.8M | ||
| Q2 25 | $4.5B | $124.5M | ||
| Q1 25 | $4.4B | $71.6M | ||
| Q4 24 | $4.6B | $83.8M | ||
| Q3 24 | $5.2B | $78.6M | ||
| Q2 24 | $4.9B | $72.9M | ||
| Q1 24 | $5.4B | $60.1M |
总债务LMOD
| Q4 25 | $8.4B | $570.7M | ||
| Q3 25 | $8.4B | $525.8M | ||
| Q2 25 | $7.9B | $482.1M | ||
| Q1 25 | $8.4B | $296.7M | ||
| Q4 24 | $8.9B | $330.0M | ||
| Q3 24 | $8.8B | $359.1M | ||
| Q2 24 | $8.6B | $405.7M | ||
| Q1 24 | $8.4B | $399.9M |
股东权益LMOD
| Q4 25 | $18.7B | $1.1B | ||
| Q3 25 | $18.3B | $1.1B | ||
| Q2 25 | $17.5B | $1.0B | ||
| Q1 25 | $17.2B | $910.2M | ||
| Q4 24 | $17.1B | $855.1M | ||
| Q3 24 | $17.4B | $858.8M | ||
| Q2 24 | $16.4B | $788.4M | ||
| Q1 24 | $16.2B | $747.6M |
总资产LMOD
| Q4 25 | $86.3B | $2.5B | ||
| Q3 25 | $85.9B | $2.4B | ||
| Q2 25 | $84.7B | $2.2B | ||
| Q1 25 | $83.1B | $1.9B | ||
| Q4 24 | $81.9B | $1.8B | ||
| Q3 24 | $83.6B | $1.9B | ||
| Q2 24 | $81.1B | $1.9B | ||
| Q1 24 | $80.9B | $1.9B |
负债/权益比LMOD
| Q4 25 | 0.45× | 0.51× | ||
| Q3 25 | 0.46× | 0.50× | ||
| Q2 25 | 0.45× | 0.48× | ||
| Q1 25 | 0.49× | 0.33× | ||
| Q4 24 | 0.52× | 0.39× | ||
| Q3 24 | 0.51× | 0.42× | ||
| Q2 24 | 0.52× | 0.51× | ||
| Q1 24 | 0.52× | 0.53× |
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 | $617.0M | $24.7M |
| 自由现金流经营现金流 - 资本支出 | $426.0M | $-17.1M |
| 自由现金流率自由现金流/营收 | 51.5% | -2.1% |
| 资本支出强度资本支出/营收 | 23.1% | 5.2% |
| 现金转化率经营现金流/净利润 | 1.53× | — |
| 过去12个月自由现金流最近4个季度 | $2.7B | $-20.3M |
8季度趋势，按日历期对齐
经营现金流LMOD
| Q4 25 | $617.0M | $24.7M | ||
| Q3 25 | $920.0M | $1.4M | ||
| Q2 25 | $1.0B | $27.7M | ||
| Q1 25 | $736.0M | $54.8M | ||
| Q4 24 | $941.0M | $60.7M | ||
| Q3 24 | $934.0M | $57.3M | ||
| Q2 24 | $952.0M | $40.5M | ||
| Q1 24 | $198.0M | $39.6M |
自由现金流LMOD
| Q4 25 | $426.0M | $-17.1M | ||
| Q3 25 | $764.0M | $-30.5M | ||
| Q2 25 | $872.0M | $200.0K | ||
| Q1 25 | $638.0M | $27.1M | ||
| Q4 24 | $767.0M | $44.7M | ||
| Q3 24 | $794.0M | $43.8M | ||
| Q2 24 | $793.0M | $13.7M | ||
| Q1 24 | $39.0M | $-4.3M |
自由现金流率LMOD
| Q4 25 | 51.5% | -2.1% | ||
| Q3 25 | 104.4% | -4.1% | ||
| Q2 25 | 113.4% | 0.0% | ||
| Q1 25 | 75.4% | 4.2% | ||
| Q4 24 | 97.2% | 7.2% | ||
| Q3 24 | 116.3% | 6.7% | ||
| Q2 24 | 111.5% | 2.1% | ||
| Q1 24 | 5.5% | -0.7% |
资本支出强度LMOD
| Q4 25 | 23.1% | 5.2% | ||
| Q3 25 | 21.3% | 4.3% | ||
| Q2 25 | 17.4% | 4.0% | ||
| Q1 25 | 11.6% | 4.3% | ||
| Q4 24 | 22.1% | 2.6% | ||
| Q3 24 | 20.5% | 2.1% | ||
| Q2 24 | 22.4% | 4.1% | ||
| Q1 24 | 22.4% | 7.3% |
现金转化率LMOD
| Q4 25 | 1.53× | — | ||
| Q3 25 | 1.83× | 0.03× | ||
| Q2 25 | 2.57× | 0.54× | ||
| Q1 25 | 1.99× | 1.10× | ||
| Q4 24 | 5.03× | 1.48× | ||
| Q3 24 | 2.33× | 1.24× | ||
| Q2 24 | 2.58× | 0.86× | ||
| Q1 24 | 0.43× | 1.53× |
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
L
| Transportation And Storage Of Natural Gas And NG Ls And Ethane Supply And Transportation Services | $601.0M | 73% |
| Lodging And Related Services | $226.0M | 27% |
MOD
| Data Centers | $296.9M | 37% |
| Performance Technologies | $266.0M | 33% |
| Hvac Technologies | $107.1M | 13% |
| Air Cooled | $92.4M | 11% |
| Lb White | $25.6M | 3% |
| Climate By Design | $10.2M | 1% |
| Absolutaire | $7.0M | 1% |
