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LCI INDUSTRIES（LCII）与李尔公司（LEA）财务数据对比。点击上方公司名可切换其他公司
李尔公司的季度营收约是LCI INDUSTRIES的6.4倍（$6.0B vs $932.7M）。LCI INDUSTRIES净利率更高（2.0% vs 1.4%，领先0.6%）。LCI INDUSTRIES同比增速更快（16.1% vs 4.8%）。李尔公司自由现金流更多（$281.1M vs $64.3M）。过去两年李尔公司的营收复合增速更高（-0.1% vs -1.8%）
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。
李尔公司是美国知名汽车零部件供应商，核心业务涵盖汽车座椅及电气系统的研发、生产与销售。公司曾位列2018年《财富》世界500强第148位，2019年升至第147位，在全球汽车供应链领域拥有突出的市场地位与品牌影响力。
LCII vs LEA — 直观对比
营收规模更大
LEA
是对方的6.4倍
$932.7M
营收增速更快
LCII
高出11.3%
4.8%
净利率更高
LCII
高出0.6%
1.4%
自由现金流更多
LEA
多$216.8M
$64.3M
两年增速更快
LEA
近两年复合增速
-1.8%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $932.7M | $6.0B |
| 净利润 | $18.7M | $82.7M |
| 毛利率 | 22.1% | 5.7% |
| 营业利润率 | 3.8% | 2.6% |
| 净利率 | 2.0% | 1.4% |
| 营收同比 | 16.1% | 4.8% |
| 净利润同比 | 95.7% | -6.1% |
| 每股收益（稀释后） | $0.79 | $1.58 |
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LCIILEA
| Q4 25 | $932.7M | $6.0B | ||
| Q3 25 | $1.0B | $5.7B | ||
| Q2 25 | $1.1B | $6.0B | ||
| Q1 25 | $1.0B | $5.6B | ||
| Q4 24 | $803.1M | $5.7B | ||
| Q3 24 | $915.5M | $5.6B | ||
| Q2 24 | $1.1B | $6.0B | ||
| Q1 24 | $968.0M | $6.0B |
净利润LCIILEA
| Q4 25 | $18.7M | $82.7M | ||
| Q3 25 | $62.5M | $108.2M | ||
| Q2 25 | $57.6M | $165.2M | ||
| Q1 25 | $49.4M | $80.7M | ||
| Q4 24 | $9.5M | $88.1M | ||
| Q3 24 | $35.6M | $135.8M | ||
| Q2 24 | $61.2M | $173.1M | ||
| Q1 24 | $36.5M | $109.6M |
毛利率LCIILEA
| Q4 25 | 22.1% | 5.7% | ||
| Q3 25 | 24.4% | 6.4% | ||
| Q2 25 | 24.4% | 7.3% | ||
| Q1 25 | 24.1% | 6.5% | ||
| Q4 24 | 21.1% | 6.8% | ||
| Q3 24 | 24.0% | 7.3% | ||
| Q2 24 | 25.3% | 7.5% | ||
| Q1 24 | 23.1% | 6.6% |
营业利润率LCIILEA
| Q4 25 | 3.8% | 2.6% | ||
| Q3 25 | 7.3% | 3.4% | ||
| Q2 25 | 7.9% | 4.1% | ||
| Q1 25 | 7.8% | 3.3% | ||
| Q4 24 | 2.0% | 3.7% | ||
| Q3 24 | 5.9% | 3.9% | ||
| Q2 24 | 8.6% | 4.3% | ||
| Q1 24 | 6.0% | 3.3% |
净利率LCIILEA
| Q4 25 | 2.0% | 1.4% | ||
| Q3 25 | 6.0% | 1.9% | ||
| Q2 25 | 5.2% | 2.7% | ||
| Q1 25 | 4.7% | 1.5% | ||
| Q4 24 | 1.2% | 1.5% | ||
| Q3 24 | 3.9% | 2.4% | ||
| Q2 24 | 5.8% | 2.9% | ||
| Q1 24 | 3.8% | 1.8% |
每股收益（稀释后）LCIILEA
| Q4 25 | $0.79 | $1.58 | ||
| Q3 25 | $2.55 | $2.02 | ||
| Q2 25 | $2.29 | $3.06 | ||
| Q1 25 | $1.94 | $1.49 | ||
| Q4 24 | $0.37 | $1.64 | ||
| Q3 24 | $1.39 | $2.41 | ||
| Q2 24 | $2.40 | $3.02 | ||
| Q1 24 | $1.44 | $1.90 |
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 | $222.6M | $1.0B |
| 总债务越低越好 | $945.2M | $2.7B |
| 股东权益账面价值 | $1.4B | $5.0B |
| 总资产 | $3.2B | $14.8B |
| 负债/权益比越低杠杆越低 | 0.69× | 0.54× |
8季度趋势，按日历期对齐
现金及短期投资LCIILEA
| Q4 25 | $222.6M | $1.0B | ||
| Q3 25 | $199.7M | $1.0B | ||
| Q2 25 | $191.9M | $887.9M | ||
| Q1 25 | $231.2M | $779.9M | ||
| Q4 24 | $165.8M | $1.1B | ||
| Q3 24 | $161.2M | $763.9M | ||
| Q2 24 | $130.4M | $950.3M | ||
| Q1 24 | $22.6M | $930.4M |
总债务LCIILEA
| Q4 25 | $945.2M | $2.7B | ||
| Q3 25 | $947.8M | $2.8B | ||
| Q2 25 | $948.0M | $2.8B | ||
| Q1 25 | $938.3M | $2.7B | ||
| Q4 24 | $757.3M | $2.7B | ||
| Q3 24 | $822.5M | $2.8B | ||
| Q2 24 | $829.7M | $2.7B | ||
| Q1 24 | $855.3M | $2.7B |
股东权益LCIILEA
| Q4 25 | $1.4B | $5.0B | ||
| Q3 25 | $1.4B | $5.1B | ||
| Q2 25 | $1.4B | $5.1B | ||
| Q1 25 | $1.4B | $4.7B | ||
| Q4 24 | $1.4B | $4.5B | ||
| Q3 24 | $1.4B | $4.8B | ||
| Q2 24 | $1.4B | $4.8B | ||
| Q1 24 | $1.4B | $4.9B |
总资产LCIILEA
| Q4 25 | $3.2B | $14.8B | ||
| Q3 25 | $3.2B | $15.2B | ||
| Q2 25 | $3.2B | $15.3B | ||
| Q1 25 | $3.1B | $14.6B | ||
| Q4 24 | $2.9B | $14.0B | ||
| Q3 24 | $3.0B | $14.8B | ||
| Q2 24 | $3.0B | $14.7B | ||
| Q1 24 | $3.0B | $14.9B |
负债/权益比LCIILEA
| Q4 25 | 0.69× | 0.54× | ||
| Q3 25 | 0.70× | 0.54× | ||
| Q2 25 | 0.68× | 0.54× | ||
| Q1 25 | 0.69× | 0.59× | ||
| Q4 24 | 0.55× | 0.61× | ||
| Q3 24 | 0.58× | 0.58× | ||
| Q2 24 | 0.60× | 0.57× | ||
| Q1 24 | 0.63× | 0.56× |
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 | $78.9M | $475.9M |
| 自由现金流经营现金流 - 资本支出 | $64.3M | $281.1M |
| 自由现金流率自由现金流/营收 | 6.9% | 4.7% |
| 资本支出强度资本支出/营收 | 1.6% | 3.3% |
| 现金转化率经营现金流/净利润 | 4.22× | 5.75× |
| 过去12个月自由现金流最近4个季度 | $278.3M | $527.2M |
8季度趋势，按日历期对齐
经营现金流LCIILEA
| Q4 25 | $78.9M | $475.9M | ||
| Q3 25 | $97.2M | $444.4M | ||
| Q2 25 | $112.2M | $296.2M | ||
| Q1 25 | $42.7M | $-127.7M | ||
| Q4 24 | $106.6M | $680.8M | ||
| Q3 24 | $78.4M | $182.7M | ||
| Q2 24 | $192.9M | $291.2M | ||
| Q1 24 | $-7.7M | $-34.6M |
自由现金流LCIILEA
| Q4 25 | $64.3M | $281.1M | ||
| Q3 25 | $80.9M | $307.0M | ||
| Q2 25 | $99.5M | $170.8M | ||
| Q1 25 | $33.7M | $-231.7M | ||
| Q4 24 | $95.7M | $488.7M | ||
| Q3 24 | $68.3M | $50.5M | ||
| Q2 24 | $180.2M | $170.4M | ||
| Q1 24 | $-16.3M | $-148.2M |
自由现金流率LCIILEA
| Q4 25 | 6.9% | 4.7% | ||
| Q3 25 | 7.8% | 5.4% | ||
| Q2 25 | 9.0% | 2.8% | ||
| Q1 25 | 3.2% | -4.2% | ||
| Q4 24 | 11.9% | 8.6% | ||
| Q3 24 | 7.5% | 0.9% | ||
| Q2 24 | 17.1% | 2.8% | ||
| Q1 24 | -1.7% | -2.5% |
资本支出强度LCIILEA
| Q4 25 | 1.6% | 3.3% | ||
| Q3 25 | 1.6% | 2.4% | ||
| Q2 25 | 1.2% | 2.1% | ||
| Q1 25 | 0.9% | 1.9% | ||
| Q4 24 | 1.4% | 3.4% | ||
| Q3 24 | 1.1% | 2.4% | ||
| Q2 24 | 1.2% | 2.0% | ||
| Q1 24 | 0.9% | 1.9% |
现金转化率LCIILEA
| Q4 25 | 4.22× | 5.75× | ||
| Q3 25 | 1.55× | 4.11× | ||
| Q2 25 | 1.95× | 1.79× | ||
| Q1 25 | 0.86× | -1.58× | ||
| Q4 24 | 11.17× | 7.73× | ||
| Q3 24 | 2.20× | 1.35× | ||
| Q2 24 | 3.15× | 1.68× | ||
| Q1 24 | -0.21× | -0.32× |
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
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% |
LEA
| Other | $3.5B | 59% |
| Seating Segment | $1.9B | 32% |
| E Systems Segment | $520.6M | 9% |
