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LCI INDUSTRIES（LCII）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
LCI INDUSTRIES的季度营收约是摩丁制造的1.2倍（$932.7M vs $805.0M）。LCI INDUSTRIES净利率更高（2.0% vs -5.9%，领先7.9%）。摩丁制造同比增速更快（30.5% vs 16.1%）。LCI INDUSTRIES自由现金流更多（$64.3M vs $-17.1M）。过去两年摩丁制造的营收复合增速更高（15.5% 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。
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。
LCII vs MOD — 直观对比
营收规模更大
LCII
是对方的1.2倍
$805.0M
营收增速更快
MOD
高出14.4%
16.1%
净利率更高
LCII
高出7.9%
-5.9%
自由现金流更多
LCII
多$81.4M
$-17.1M
两年增速更快
MOD
近两年复合增速
-1.8%
损益表 — Q4 2025 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $932.7M | $805.0M |
| 净利润 | $18.7M | $-47.4M |
| 毛利率 | 22.1% | 23.1% |
| 营业利润率 | 3.8% | 11.1% |
| 净利率 | 2.0% | -5.9% |
| 营收同比 | 16.1% | 30.5% |
| 净利润同比 | 95.7% | -215.6% |
| 每股收益（稀释后） | $0.79 | $-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LCIIMOD
| Q4 25 | $932.7M | $805.0M | ||
| Q3 25 | $1.0B | $738.9M | ||
| Q2 25 | $1.1B | $682.8M | ||
| Q1 25 | $1.0B | $647.2M | ||
| Q4 24 | $803.1M | $616.8M | ||
| Q3 24 | $915.5M | $658.0M | ||
| Q2 24 | $1.1B | $661.5M | ||
| Q1 24 | $968.0M | $603.5M |
净利润LCIIMOD
| Q4 25 | $18.7M | $-47.4M | ||
| Q3 25 | $62.5M | $44.4M | ||
| Q2 25 | $57.6M | $51.2M | ||
| Q1 25 | $49.4M | $49.6M | ||
| Q4 24 | $9.5M | $41.0M | ||
| Q3 24 | $35.6M | $46.1M | ||
| Q2 24 | $61.2M | $47.3M | ||
| Q1 24 | $36.5M | $25.8M |
毛利率LCIIMOD
| Q4 25 | 22.1% | 23.1% | ||
| Q3 25 | 24.4% | 22.3% | ||
| Q2 25 | 24.4% | 24.2% | ||
| Q1 25 | 24.1% | 25.6% | ||
| Q4 24 | 21.1% | 24.3% | ||
| Q3 24 | 24.0% | 25.2% | ||
| Q2 24 | 25.3% | 24.6% | ||
| Q1 24 | 23.1% | 22.4% |
营业利润率LCIIMOD
| Q4 25 | 3.8% | 11.1% | ||
| Q3 25 | 7.3% | 9.9% | ||
| Q2 25 | 7.9% | 11.1% | ||
| Q1 25 | 7.8% | 11.5% | ||
| Q4 24 | 2.0% | 9.6% | ||
| Q3 24 | 5.9% | 11.4% | ||
| Q2 24 | 8.6% | 11.2% | ||
| Q1 24 | 6.0% | 7.8% |
净利率LCIIMOD
| Q4 25 | 2.0% | -5.9% | ||
| Q3 25 | 6.0% | 6.0% | ||
| Q2 25 | 5.2% | 7.5% | ||
| Q1 25 | 4.7% | 7.7% | ||
| Q4 24 | 1.2% | 6.6% | ||
| Q3 24 | 3.9% | 7.0% | ||
| Q2 24 | 5.8% | 7.2% | ||
| Q1 24 | 3.8% | 4.3% |
每股收益（稀释后）LCIIMOD
| Q4 25 | $0.79 | $-0.90 | ||
| Q3 25 | $2.55 | $0.83 | ||
| Q2 25 | $2.29 | $0.95 | ||
| Q1 25 | $1.94 | $0.92 | ||
| Q4 24 | $0.37 | $0.76 | ||
| Q3 24 | $1.39 | $0.86 | ||
| Q2 24 | $2.40 | $0.88 | ||
| Q1 24 | $1.44 | $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 | $222.6M | $98.7M |
| 总债务越低越好 | $945.2M | $570.7M |
| 股东权益账面价值 | $1.4B | $1.1B |
| 总资产 | $3.2B | $2.5B |
| 负债/权益比越低杠杆越低 | 0.69× | 0.51× |
8季度趋势，按日历期对齐
现金及短期投资LCIIMOD
| Q4 25 | $222.6M | $98.7M | ||
| Q3 25 | $199.7M | $83.8M | ||
| Q2 25 | $191.9M | $124.5M | ||
| Q1 25 | $231.2M | $71.6M | ||
| Q4 24 | $165.8M | $83.8M | ||
| Q3 24 | $161.2M | $78.6M | ||
| Q2 24 | $130.4M | $72.9M | ||
| Q1 24 | $22.6M | $60.1M |
总债务LCIIMOD
| Q4 25 | $945.2M | $570.7M | ||
| Q3 25 | $947.8M | $525.8M | ||
| Q2 25 | $948.0M | $482.1M | ||
| Q1 25 | $938.3M | $296.7M | ||
| Q4 24 | $757.3M | $330.0M | ||
| Q3 24 | $822.5M | $359.1M | ||
| Q2 24 | $829.7M | $405.7M | ||
| Q1 24 | $855.3M | $399.9M |
股东权益LCIIMOD
| Q4 25 | $1.4B | $1.1B | ||
| Q3 25 | $1.4B | $1.1B | ||
| Q2 25 | $1.4B | $1.0B | ||
| Q1 25 | $1.4B | $910.2M | ||
| Q4 24 | $1.4B | $855.1M | ||
| Q3 24 | $1.4B | $858.8M | ||
| Q2 24 | $1.4B | $788.4M | ||
| Q1 24 | $1.4B | $747.6M |
总资产LCIIMOD
| Q4 25 | $3.2B | $2.5B | ||
| Q3 25 | $3.2B | $2.4B | ||
| Q2 25 | $3.2B | $2.2B | ||
| Q1 25 | $3.1B | $1.9B | ||
| Q4 24 | $2.9B | $1.8B | ||
| Q3 24 | $3.0B | $1.9B | ||
| Q2 24 | $3.0B | $1.9B | ||
| Q1 24 | $3.0B | $1.9B |
负债/权益比LCIIMOD
| Q4 25 | 0.69× | 0.51× | ||
| Q3 25 | 0.70× | 0.50× | ||
| Q2 25 | 0.68× | 0.48× | ||
| Q1 25 | 0.69× | 0.33× | ||
| Q4 24 | 0.55× | 0.39× | ||
| Q3 24 | 0.58× | 0.42× | ||
| Q2 24 | 0.60× | 0.51× | ||
| Q1 24 | 0.63× | 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 | $78.9M | $24.7M |
| 自由现金流经营现金流 - 资本支出 | $64.3M | $-17.1M |
| 自由现金流率自由现金流/营收 | 6.9% | -2.1% |
| 资本支出强度资本支出/营收 | 1.6% | 5.2% |
| 现金转化率经营现金流/净利润 | 4.22× | — |
| 过去12个月自由现金流最近4个季度 | $278.3M | $-20.3M |
8季度趋势，按日历期对齐
经营现金流LCIIMOD
| Q4 25 | $78.9M | $24.7M | ||
| Q3 25 | $97.2M | $1.4M | ||
| Q2 25 | $112.2M | $27.7M | ||
| Q1 25 | $42.7M | $54.8M | ||
| Q4 24 | $106.6M | $60.7M | ||
| Q3 24 | $78.4M | $57.3M | ||
| Q2 24 | $192.9M | $40.5M | ||
| Q1 24 | $-7.7M | $39.6M |
自由现金流LCIIMOD
| Q4 25 | $64.3M | $-17.1M | ||
| Q3 25 | $80.9M | $-30.5M | ||
| Q2 25 | $99.5M | $200.0K | ||
| Q1 25 | $33.7M | $27.1M | ||
| Q4 24 | $95.7M | $44.7M | ||
| Q3 24 | $68.3M | $43.8M | ||
| Q2 24 | $180.2M | $13.7M | ||
| Q1 24 | $-16.3M | $-4.3M |
自由现金流率LCIIMOD
| Q4 25 | 6.9% | -2.1% | ||
| Q3 25 | 7.8% | -4.1% | ||
| Q2 25 | 9.0% | 0.0% | ||
| Q1 25 | 3.2% | 4.2% | ||
| Q4 24 | 11.9% | 7.2% | ||
| Q3 24 | 7.5% | 6.7% | ||
| Q2 24 | 17.1% | 2.1% | ||
| Q1 24 | -1.7% | -0.7% |
资本支出强度LCIIMOD
| Q4 25 | 1.6% | 5.2% | ||
| Q3 25 | 1.6% | 4.3% | ||
| Q2 25 | 1.2% | 4.0% | ||
| Q1 25 | 0.9% | 4.3% | ||
| Q4 24 | 1.4% | 2.6% | ||
| Q3 24 | 1.1% | 2.1% | ||
| Q2 24 | 1.2% | 4.1% | ||
| Q1 24 | 0.9% | 7.3% |
现金转化率LCIIMOD
| Q4 25 | 4.22× | — | ||
| Q3 25 | 1.55× | 0.03× | ||
| Q2 25 | 1.95× | 0.54× | ||
| Q1 25 | 0.86× | 1.10× | ||
| Q4 24 | 11.17× | 1.48× | ||
| Q3 24 | 2.20× | 1.24× | ||
| Q2 24 | 3.15× | 0.86× | ||
| Q1 24 | -0.21× | 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
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% |
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% |
