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Lucid Group, Inc.（LCID）与BOSTON BEER CO INC（SAM）财务数据对比。点击上方公司名可切换其他公司
Lucid Group, Inc.的季度营收约是BOSTON BEER CO INC的1.1倍（$522.7M vs $461.6M），Lucid Group, Inc.同比增速更快（122.9% vs -4.1%），过去两年Lucid Group, Inc.的营收复合增速更高（74.0% vs -10.7%）
Lucid Group, Inc.是总部位于美国加利福尼亚州纽瓦克的汽车科技企业，专注于电动汽车制造及先进电动汽车动力系统供应。2021年9月，公司在亚利桑那州卡萨格兰德的工厂开始生产Lucid Air豪华轿车，第二款车型Lucid Gravity SUV于2024年12月投产，同时也为阿斯顿·马丁等其他车企供应和研发动力总成技术。
波士顿啤酒公司是美国知名酿酒企业，1984年由吉姆·科赫与朗达·卡尔曼联合创立。旗下首款产品以美国开国元勋、独立运动先驱塞缪尔·亚当斯命名，后续陆续推出多个自有品牌，2019年正式完成与角鲨头酿酒厂的合并，是北美精酿啤酒行业的核心参与者之一。
LCID vs SAM — 直观对比
营收规模更大
LCID
是对方的1.1倍
$461.6M
营收增速更快
LCID
高出127.0%
-4.1%
两年增速更快
LCID
近两年复合增速
-10.7%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $522.7M | $461.6M |
| 净利润 | $-814.0M | — |
| 毛利率 | -80.7% | 46.4% |
| 营业利润率 | -203.7% | 12.4% |
| 净利率 | -155.7% | — |
| 营收同比 | 122.9% | -4.1% |
| 净利润同比 | -104.9% | — |
| 每股收益（稀释后） | $-8.26 | $2.16 |
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LCIDSAM
| Q1 26 | — | $461.6M | ||
| Q4 25 | $522.7M | $385.7M | ||
| Q3 25 | $336.6M | $537.5M | ||
| Q2 25 | $259.4M | $587.9M | ||
| Q1 25 | $235.0M | $453.9M | ||
| Q4 24 | $234.5M | $402.3M | ||
| Q3 24 | $200.0M | $605.5M | ||
| Q2 24 | $200.6M | $579.1M |
净利润LCIDSAM
| Q1 26 | — | — | ||
| Q4 25 | $-814.0M | $-22.5M | ||
| Q3 25 | $-978.4M | $46.2M | ||
| Q2 25 | $-539.4M | $60.4M | ||
| Q1 25 | $-366.2M | $24.4M | ||
| Q4 24 | $-397.2M | $-38.8M | ||
| Q3 24 | $-992.5M | $33.5M | ||
| Q2 24 | $-643.4M | $52.3M |
毛利率LCIDSAM
| Q1 26 | — | 46.4% | ||
| Q4 25 | -80.7% | 43.5% | ||
| Q3 25 | -99.1% | 50.8% | ||
| Q2 25 | -105.0% | 49.8% | ||
| Q1 25 | -97.2% | 48.3% | ||
| Q4 24 | -89.0% | 39.9% | ||
| Q3 24 | -106.2% | 46.3% | ||
| Q2 24 | -134.5% | 46.0% |
营业利润率LCIDSAM
| Q1 26 | — | 12.4% | ||
| Q4 25 | -203.7% | -8.6% | ||
| Q3 25 | -279.9% | 11.5% | ||
| Q2 25 | -309.5% | 14.0% | ||
| Q1 25 | -294.4% | 7.4% | ||
| Q4 24 | -312.6% | -13.9% | ||
| Q3 24 | -385.2% | 7.6% | ||
| Q2 24 | -392.6% | 12.2% |
净利率LCIDSAM
| Q1 26 | — | — | ||
| Q4 25 | -155.7% | -5.8% | ||
| Q3 25 | -290.7% | 8.6% | ||
| Q2 25 | -207.9% | 10.3% | ||
| Q1 25 | -155.8% | 5.4% | ||
| Q4 24 | -169.4% | -9.6% | ||
| Q3 24 | -496.1% | 5.5% | ||
| Q2 24 | -320.8% | 9.0% |
每股收益（稀释后）LCIDSAM
| Q1 26 | — | $2.16 | ||
| Q4 25 | $-8.26 | $-1.97 | ||
| Q3 25 | $-3.31 | $4.25 | ||
| Q2 25 | $-0.28 | $5.45 | ||
| Q1 25 | $-0.24 | $2.16 | ||
| Q4 24 | $-0.20 | $-3.23 | ||
| Q3 24 | $-0.41 | $2.86 | ||
| Q2 24 | $-0.34 | $4.39 |
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 | $1.6B | $164.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $717.3M | $682.6M |
| 总资产 | $8.4B | $1.2B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资LCIDSAM
| Q1 26 | — | $164.1M | ||
| Q4 25 | $1.6B | $223.4M | ||
| Q3 25 | $2.3B | $250.5M | ||
| Q2 25 | $2.8B | $212.4M | ||
| Q1 25 | $3.6B | $152.5M | ||
| Q4 24 | $4.0B | $211.8M | ||
| Q3 24 | $3.5B | $255.6M | ||
| Q2 24 | $3.2B | $219.3M |
股东权益LCIDSAM
| Q1 26 | — | $682.6M | ||
| Q4 25 | $717.3M | $846.3M | ||
| Q3 25 | $1.8B | $911.0M | ||
| Q2 25 | $2.4B | $912.3M | ||
| Q1 25 | $3.2B | $897.0M | ||
| Q4 24 | $3.9B | $916.2M | ||
| Q3 24 | $2.7B | $1.0B | ||
| Q2 24 | $3.5B | $1.0B |
总资产LCIDSAM
| Q1 26 | — | $1.2B | ||
| Q4 25 | $8.4B | $1.2B | ||
| Q3 25 | $8.8B | $1.2B | ||
| Q2 25 | $8.9B | $1.3B | ||
| Q1 25 | $9.2B | $1.2B | ||
| Q4 24 | $9.6B | $1.3B | ||
| Q3 24 | $8.5B | $1.4B | ||
| Q2 24 | $8.2B | $1.4B |
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 | $-916.4M | — |
| 自由现金流经营现金流 - 资本支出 | $-1.2B | — |
| 自由现金流率自由现金流/营收 | -237.6% | — |
| 资本支出强度资本支出/营收 | 62.3% | — |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $-3.8B | — |
8季度趋势，按日历期对齐
经营现金流LCIDSAM
| Q1 26 | — | — | ||
| Q4 25 | $-916.4M | $39.9M | ||
| Q3 25 | $-756.6M | $101.8M | ||
| Q2 25 | $-830.2M | $126.5M | ||
| Q1 25 | $-428.6M | $1.9M | ||
| Q4 24 | $-533.1M | $41.9M | ||
| Q3 24 | $-462.8M | $115.9M | ||
| Q2 24 | $-507.0M | $96.0M |
自由现金流LCIDSAM
| Q1 26 | — | — | ||
| Q4 25 | $-1.2B | $22.1M | ||
| Q3 25 | $-955.5M | $89.2M | ||
| Q2 25 | $-1.0B | $112.2M | ||
| Q1 25 | $-589.9M | $-8.0M | ||
| Q4 24 | $-824.8M | $18.4M | ||
| Q3 24 | $-622.5M | $99.2M | ||
| Q2 24 | $-741.3M | $75.6M |
自由现金流率LCIDSAM
| Q1 26 | — | — | ||
| Q4 25 | -237.6% | 5.7% | ||
| Q3 25 | -283.9% | 16.6% | ||
| Q2 25 | -390.4% | 19.1% | ||
| Q1 25 | -251.0% | -1.8% | ||
| Q4 24 | -351.8% | 4.6% | ||
| Q3 24 | -311.2% | 16.4% | ||
| Q2 24 | -369.6% | 13.1% |
资本支出强度LCIDSAM
| Q1 26 | — | — | ||
| Q4 25 | 62.3% | 4.6% | ||
| Q3 25 | 59.1% | 2.3% | ||
| Q2 25 | 70.4% | 2.4% | ||
| Q1 25 | 68.6% | 2.2% | ||
| Q4 24 | 124.4% | 5.8% | ||
| Q3 24 | 79.8% | 2.8% | ||
| Q2 24 | 116.8% | 3.5% |
现金转化率LCIDSAM
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 2.21× | ||
| Q2 25 | — | 2.09× | ||
| Q1 25 | — | 0.08× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 3.46× | ||
| Q2 24 | — | 1.83× |
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
LCID
| LCNRV | $287.2M | 55% |
| Other | $80.4M | 15% |
| Related Party | $74.4M | 14% |
| Regulatory Credits | $34.2M | 7% |
| Warranty Provision | $26.2M | 5% |
| Sale And Leaseback Transactions | $15.2M | 3% |
| Other International | $5.0M | 1% |
SAM
暂无分部数据
