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Loews Corporation（L）与PLEXUS CORP（PLXS）财务数据对比。点击上方公司名可切换其他公司
PLEXUS CORP的季度营收约是Loews Corporation的1.4倍（$1.2B vs $827.0M），Loews Corporation净利率更高（48.6% vs 4.3%，领先44.3%），PLEXUS CORP同比增速更快（18.7% vs 4.8%），过去两年Loews Corporation的营收复合增速更高（7.9% vs 7.2%）
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。
Plexus Corp是总部位于美国密歇根州特洛伊市的软件企业，专注于开发及推广Plex制造云产品，这是一款面向制造行业的SaaS模式云计算ERP解决方案，可助力制造企业实现数字化运营管理升级。
L vs PLXS — 直观对比
营收规模更大
PLXS
是对方的1.4倍
$827.0M
营收增速更快
PLXS
高出13.9%
4.8%
净利率更高
L
高出44.3%
4.3%
两年增速更快
L
近两年复合增速
7.2%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $827.0M | $1.2B |
| 净利润 | $402.0M | $49.8M |
| 毛利率 | — | 10.2% |
| 营业利润率 | 65.4% | 5.3% |
| 净利率 | 48.6% | 4.3% |
| 营收同比 | 4.8% | 18.7% |
| 净利润同比 | 115.0% | 27.5% |
| 每股收益（稀释后） | $1.93 | $1.82 |
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LPLXS
| Q1 26 | — | $1.1B | ||
| Q4 25 | $827.0M | — | ||
| Q3 25 | $732.0M | — | ||
| Q2 25 | $769.0M | — | ||
| Q1 25 | $846.0M | — | ||
| Q4 24 | $789.0M | — | ||
| Q3 24 | $683.0M | — | ||
| Q2 24 | $711.0M | — |
净利润LPLXS
| Q1 26 | — | $41.2M | ||
| Q4 25 | $402.0M | — | ||
| Q3 25 | $504.0M | — | ||
| Q2 25 | $391.0M | — | ||
| Q1 25 | $370.0M | — | ||
| Q4 24 | $187.0M | — | ||
| Q3 24 | $401.0M | — | ||
| Q2 24 | $369.0M | — |
毛利率LPLXS
| Q1 26 | — | 9.9% | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
营业利润率LPLXS
| Q1 26 | — | 5.1% | ||
| Q4 25 | 65.4% | — | ||
| Q3 25 | 94.1% | — | ||
| Q2 25 | 70.1% | — | ||
| Q1 25 | 60.8% | — | ||
| Q4 24 | 23.8% | — | ||
| Q3 24 | 80.5% | — | ||
| Q2 24 | 71.3% | — |
净利率LPLXS
| Q1 26 | — | 3.8% | ||
| Q4 25 | 48.6% | — | ||
| Q3 25 | 68.9% | — | ||
| Q2 25 | 50.8% | — | ||
| Q1 25 | 43.7% | — | ||
| Q4 24 | 23.7% | — | ||
| Q3 24 | 58.7% | — | ||
| Q2 24 | 51.9% | — |
每股收益（稀释后）LPLXS
| Q1 26 | — | $1.51 | ||
| Q4 25 | $1.93 | — | ||
| Q3 25 | $2.43 | — | ||
| Q2 25 | $1.87 | — | ||
| Q1 25 | $1.74 | — | ||
| Q4 24 | $0.87 | — | ||
| Q3 24 | $1.82 | — | ||
| Q2 24 | $1.67 | — |
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 | $303.1M |
| 总债务越低越好 | $8.4B | — |
| 股东权益账面价值 | $18.7B | $1.5B |
| 总资产 | $86.3B | $3.4B |
| 负债/权益比越低杠杆越低 | 0.45× | — |
8季度趋势，按日历期对齐
现金及短期投资LPLXS
| Q1 26 | — | $248.8M | ||
| Q4 25 | $6.0B | — | ||
| Q3 25 | $5.4B | — | ||
| Q2 25 | $4.5B | — | ||
| Q1 25 | $4.4B | — | ||
| Q4 24 | $4.6B | — | ||
| Q3 24 | $5.2B | — | ||
| Q2 24 | $4.9B | — |
总债务LPLXS
| Q1 26 | — | — | ||
| Q4 25 | $8.4B | — | ||
| Q3 25 | $8.4B | — | ||
| Q2 25 | $7.9B | — | ||
| Q1 25 | $8.4B | — | ||
| Q4 24 | $8.9B | — | ||
| Q3 24 | $8.8B | — | ||
| Q2 24 | $8.6B | — |
股东权益LPLXS
| Q1 26 | — | $1.5B | ||
| Q4 25 | $18.7B | — | ||
| Q3 25 | $18.3B | — | ||
| Q2 25 | $17.5B | — | ||
| Q1 25 | $17.2B | — | ||
| Q4 24 | $17.1B | — | ||
| Q3 24 | $17.4B | — | ||
| Q2 24 | $16.4B | — |
总资产LPLXS
| Q1 26 | — | $3.2B | ||
| Q4 25 | $86.3B | — | ||
| Q3 25 | $85.9B | — | ||
| Q2 25 | $84.7B | — | ||
| Q1 25 | $83.1B | — | ||
| Q4 24 | $81.9B | — | ||
| Q3 24 | $83.6B | — | ||
| Q2 24 | $81.1B | — |
负债/权益比LPLXS
| Q1 26 | — | — | ||
| Q4 25 | 0.45× | — | ||
| Q3 25 | 0.46× | — | ||
| Q2 25 | 0.45× | — | ||
| Q1 25 | 0.49× | — | ||
| Q4 24 | 0.52× | — | ||
| Q3 24 | 0.51× | — | ||
| Q2 24 | 0.52× | — |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $426.0M | — |
| 自由现金流率自由现金流/营收 | 51.5% | — |
| 资本支出强度资本支出/营收 | 23.1% | — |
| 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 | — |
8季度趋势，按日历期对齐
经营现金流LPLXS
| Q1 26 | — | — | ||
| Q4 25 | $617.0M | — | ||
| Q3 25 | $920.0M | — | ||
| Q2 25 | $1.0B | — | ||
| Q1 25 | $736.0M | — | ||
| Q4 24 | $941.0M | — | ||
| Q3 24 | $934.0M | — | ||
| Q2 24 | $952.0M | — |
自由现金流LPLXS
| Q1 26 | — | — | ||
| Q4 25 | $426.0M | — | ||
| Q3 25 | $764.0M | — | ||
| Q2 25 | $872.0M | — | ||
| Q1 25 | $638.0M | — | ||
| Q4 24 | $767.0M | — | ||
| Q3 24 | $794.0M | — | ||
| Q2 24 | $793.0M | — |
自由现金流率LPLXS
| Q1 26 | — | — | ||
| Q4 25 | 51.5% | — | ||
| Q3 25 | 104.4% | — | ||
| Q2 25 | 113.4% | — | ||
| Q1 25 | 75.4% | — | ||
| Q4 24 | 97.2% | — | ||
| Q3 24 | 116.3% | — | ||
| Q2 24 | 111.5% | — |
资本支出强度LPLXS
| Q1 26 | — | — | ||
| Q4 25 | 23.1% | — | ||
| Q3 25 | 21.3% | — | ||
| Q2 25 | 17.4% | — | ||
| Q1 25 | 11.6% | — | ||
| Q4 24 | 22.1% | — | ||
| Q3 24 | 20.5% | — | ||
| Q2 24 | 22.4% | — |
现金转化率LPLXS
| Q1 26 | — | — | ||
| Q4 25 | 1.53× | — | ||
| Q3 25 | 1.83× | — | ||
| Q2 25 | 2.57× | — | ||
| Q1 25 | 1.99× | — | ||
| Q4 24 | 5.03× | — | ||
| Q3 24 | 2.33× | — | ||
| Q2 24 | 2.58× | — |
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% |
PLXS
| Asia-Pacific | $652.0M | 56% |
| Americas | $397.0M | 34% |
| Europe, Middle East and Africa | $116.0M | 10% |
