vs
LCI INDUSTRIES（LCII）与Pediatrix Medical Group, Inc.（MD）财务数据对比。点击上方公司名可切换其他公司
LCI INDUSTRIES的季度营收约是Pediatrix Medical Group, Inc.的1.9倍（$932.7M vs $493.8M），Pediatrix Medical Group, Inc.净利率更高（6.8% vs 2.0%，领先4.8%），LCI INDUSTRIES同比增速更快（16.1% vs -1.7%），过去两年Pediatrix Medical Group, Inc.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。
Pediatrix Medical Group是美国领先的专科医疗服务提供商，核心业务覆盖母胎医学、新生儿科、儿科心脏病学等儿科亚专科领域，与美国各地医疗机构合作，为女性、新生儿及儿童提供循证专科医疗服务。
LCII vs MD — 直观对比
营收规模更大
LCII
是对方的1.9倍
$493.8M
营收增速更快
LCII
高出17.8%
-1.7%
净利率更高
MD
高出4.8%
2.0%
两年增速更快
MD
近两年复合增速
-1.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $932.7M | $493.8M |
| 净利润 | $18.7M | $33.7M |
| 毛利率 | 22.1% | — |
| 营业利润率 | 3.8% | 9.9% |
| 净利率 | 2.0% | 6.8% |
| 营收同比 | 16.1% | -1.7% |
| 净利润同比 | 95.7% | 10.5% |
| 每股收益（稀释后） | $0.79 | $0.40 |
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LCIIMD
| Q4 25 | $932.7M | $493.8M | ||
| Q3 25 | $1.0B | $492.9M | ||
| Q2 25 | $1.1B | $468.8M | ||
| Q1 25 | $1.0B | $458.4M | ||
| Q4 24 | $803.1M | $502.4M | ||
| Q3 24 | $915.5M | $511.2M | ||
| Q2 24 | $1.1B | $504.3M | ||
| Q1 24 | $968.0M | $495.1M |
净利润LCIIMD
| Q4 25 | $18.7M | $33.7M | ||
| Q3 25 | $62.5M | $71.7M | ||
| Q2 25 | $57.6M | $39.3M | ||
| Q1 25 | $49.4M | $20.7M | ||
| Q4 24 | $9.5M | $30.5M | ||
| Q3 24 | $35.6M | $19.4M | ||
| Q2 24 | $61.2M | $-153.0M | ||
| Q1 24 | $36.5M | $4.0M |
毛利率LCIIMD
| Q4 25 | 22.1% | — | ||
| Q3 25 | 24.4% | — | ||
| Q2 25 | 24.4% | — | ||
| Q1 25 | 24.1% | — | ||
| Q4 24 | 21.1% | — | ||
| Q3 24 | 24.0% | — | ||
| Q2 24 | 25.3% | — | ||
| Q1 24 | 23.1% | — |
营业利润率LCIIMD
| Q4 25 | 3.8% | 9.9% | ||
| Q3 25 | 7.3% | 13.8% | ||
| Q2 25 | 7.9% | 12.8% | ||
| Q1 25 | 7.8% | 7.0% | ||
| Q4 24 | 2.0% | 7.8% | ||
| Q3 24 | 5.9% | 6.6% | ||
| Q2 24 | 8.6% | -31.3% | ||
| Q1 24 | 6.0% | 3.2% |
净利率LCIIMD
| Q4 25 | 2.0% | 6.8% | ||
| Q3 25 | 6.0% | 14.5% | ||
| Q2 25 | 5.2% | 8.4% | ||
| Q1 25 | 4.7% | 4.5% | ||
| Q4 24 | 1.2% | 6.1% | ||
| Q3 24 | 3.9% | 3.8% | ||
| Q2 24 | 5.8% | -30.3% | ||
| Q1 24 | 3.8% | 0.8% |
每股收益（稀释后）LCIIMD
| Q4 25 | $0.79 | $0.40 | ||
| Q3 25 | $2.55 | $0.84 | ||
| Q2 25 | $2.29 | $0.46 | ||
| Q1 25 | $1.94 | $0.24 | ||
| Q4 24 | $0.37 | $0.37 | ||
| Q3 24 | $1.39 | $0.23 | ||
| Q2 24 | $2.40 | $-1.84 | ||
| Q1 24 | $1.44 | $0.05 |
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 | $375.2M |
| 总债务越低越好 | $945.2M | $570.5M |
| 股东权益账面价值 | $1.4B | $865.9M |
| 总资产 | $3.2B | $2.2B |
| 负债/权益比越低杠杆越低 | 0.69× | 0.66× |
8季度趋势，按日历期对齐
现金及短期投资LCIIMD
| Q4 25 | $222.6M | $375.2M | ||
| Q3 25 | $199.7M | $340.1M | ||
| Q2 25 | $191.9M | $224.7M | ||
| Q1 25 | $231.2M | $99.0M | ||
| Q4 24 | $165.8M | $229.9M | ||
| Q3 24 | $161.2M | $103.8M | ||
| Q2 24 | $130.4M | $19.4M | ||
| Q1 24 | $22.6M | $8.0M |
总债务LCIIMD
| Q4 25 | $945.2M | $570.5M | ||
| Q3 25 | $947.8M | $577.2M | ||
| Q2 25 | $948.0M | $583.9M | ||
| Q1 25 | $938.3M | $590.5M | ||
| Q4 24 | $757.3M | $597.1M | ||
| Q3 24 | $822.5M | — | ||
| Q2 24 | $829.7M | — | ||
| Q1 24 | $855.3M | — |
股东权益LCIIMD
| Q4 25 | $1.4B | $865.9M | ||
| Q3 25 | $1.4B | $890.7M | ||
| Q2 25 | $1.4B | $833.8M | ||
| Q1 25 | $1.4B | $789.2M | ||
| Q4 24 | $1.4B | $764.9M | ||
| Q3 24 | $1.4B | $732.5M | ||
| Q2 24 | $1.4B | $706.5M | ||
| Q1 24 | $1.4B | $856.2M |
总资产LCIIMD
| Q4 25 | $3.2B | $2.2B | ||
| Q3 25 | $3.2B | $2.2B | ||
| Q2 25 | $3.2B | $2.1B | ||
| Q1 25 | $3.1B | $2.0B | ||
| Q4 24 | $2.9B | $2.2B | ||
| Q3 24 | $3.0B | $2.1B | ||
| Q2 24 | $3.0B | $2.0B | ||
| Q1 24 | $3.0B | $2.2B |
负债/权益比LCIIMD
| Q4 25 | 0.69× | 0.66× | ||
| Q3 25 | 0.70× | 0.65× | ||
| Q2 25 | 0.68× | 0.70× | ||
| Q1 25 | 0.69× | 0.75× | ||
| Q4 24 | 0.55× | 0.78× | ||
| Q3 24 | 0.58× | — | ||
| Q2 24 | 0.60× | — | ||
| Q1 24 | 0.63× | — |
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 | $114.1M |
| 自由现金流经营现金流 - 资本支出 | $64.3M | — |
| 自由现金流率自由现金流/营收 | 6.9% | — |
| 资本支出强度资本支出/营收 | 1.6% | — |
| 现金转化率经营现金流/净利润 | 4.22× | 3.39× |
| 过去12个月自由现金流最近4个季度 | $278.3M | — |
8季度趋势，按日历期对齐
经营现金流LCIIMD
| Q4 25 | $78.9M | $114.1M | ||
| Q3 25 | $97.2M | $137.3M | ||
| Q2 25 | $112.2M | $137.2M | ||
| Q1 25 | $42.7M | $-117.5M | ||
| Q4 24 | $106.6M | $133.0M | ||
| Q3 24 | $78.4M | $91.8M | ||
| Q2 24 | $192.9M | $107.0M | ||
| Q1 24 | $-7.7M | $-125.2M |
自由现金流LCIIMD
| Q4 25 | $64.3M | — | ||
| Q3 25 | $80.9M | — | ||
| Q2 25 | $99.5M | — | ||
| Q1 25 | $33.7M | — | ||
| Q4 24 | $95.7M | — | ||
| Q3 24 | $68.3M | — | ||
| Q2 24 | $180.2M | — | ||
| Q1 24 | $-16.3M | — |
自由现金流率LCIIMD
| Q4 25 | 6.9% | — | ||
| Q3 25 | 7.8% | — | ||
| Q2 25 | 9.0% | — | ||
| Q1 25 | 3.2% | — | ||
| Q4 24 | 11.9% | — | ||
| Q3 24 | 7.5% | — | ||
| Q2 24 | 17.1% | — | ||
| Q1 24 | -1.7% | — |
资本支出强度LCIIMD
| Q4 25 | 1.6% | — | ||
| Q3 25 | 1.6% | — | ||
| Q2 25 | 1.2% | — | ||
| Q1 25 | 0.9% | — | ||
| Q4 24 | 1.4% | — | ||
| Q3 24 | 1.1% | — | ||
| Q2 24 | 1.2% | — | ||
| Q1 24 | 0.9% | — |
现金转化率LCIIMD
| Q4 25 | 4.22× | 3.39× | ||
| Q3 25 | 1.55× | 1.91× | ||
| Q2 25 | 1.95× | 3.49× | ||
| Q1 25 | 0.86× | -5.66× | ||
| Q4 24 | 11.17× | 4.36× | ||
| Q3 24 | 2.20× | 4.72× | ||
| Q2 24 | 3.15× | — | ||
| Q1 24 | -0.21× | -31.03× |
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% |
MD
| Health Care Patient Service | $421.6M | 85% |
| Hospitals Contracts | $70.0M | 14% |
| Other | $2.2M | 0% |
