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LCI INDUSTRIES（LCII）与Monolithic Power Systems（MPWR）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Monolithic Power Systems的1.2倍（$932.7M vs $804.2M），Monolithic Power Systems净利率更高（24.0% vs 2.0%，领先22.0%），Monolithic Power Systems同比增速更快（26.1% vs 16.1%），过去两年Monolithic Power Systems的营收复合增速更高（25.9% 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。
Monolithic Power Systems（简称MPS）是一家美国上市企业，总部位于华盛顿州柯克兰市，主营高性能电源管理类产品的研发、生产与销售，目前在全球范围内设有超过15个运营站点，业务覆盖多个国家和地区。
LCII vs MPWR — 直观对比
营收规模更大
LCII
是对方的1.2倍
$804.2M
营收增速更快
MPWR
高出10.0%
16.1%
净利率更高
MPWR
高出22.0%
2.0%
两年增速更快
MPWR
近两年复合增速
-1.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $932.7M | $804.2M |
| 净利润 | $18.7M | $193.2M |
| 毛利率 | 22.1% | 55.3% |
| 营业利润率 | 3.8% | 30.0% |
| 净利率 | 2.0% | 24.0% |
| 营收同比 | 16.1% | 26.1% |
| 净利润同比 | 95.7% | 43.1% |
| 每股收益（稀释后） | $0.79 | $3.92 |
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LCIIMPWR
| Q1 26 | — | $804.2M | ||
| Q4 25 | $932.7M | $751.2M | ||
| Q3 25 | $1.0B | $737.2M | ||
| Q2 25 | $1.1B | $664.6M | ||
| Q1 25 | $1.0B | $637.6M | ||
| Q4 24 | $803.1M | $621.7M | ||
| Q3 24 | $915.5M | $620.1M | ||
| Q2 24 | $1.1B | $507.4M |
净利润LCIIMPWR
| Q1 26 | — | $193.2M | ||
| Q4 25 | $18.7M | $171.7M | ||
| Q3 25 | $62.5M | $179.8M | ||
| Q2 25 | $57.6M | $135.0M | ||
| Q1 25 | $49.4M | $135.1M | ||
| Q4 24 | $9.5M | $1.3B | ||
| Q3 24 | $35.6M | $144.4M | ||
| Q2 24 | $61.2M | $100.4M |
毛利率LCIIMPWR
| Q1 26 | — | 55.3% | ||
| Q4 25 | 22.1% | 55.2% | ||
| Q3 25 | 24.4% | 55.1% | ||
| Q2 25 | 24.4% | 55.1% | ||
| Q1 25 | 24.1% | 55.4% | ||
| Q4 24 | 21.1% | 55.4% | ||
| Q3 24 | 24.0% | 55.4% | ||
| Q2 24 | 25.3% | 55.3% |
营业利润率LCIIMPWR
| Q1 26 | — | 30.0% | ||
| Q4 25 | 3.8% | 26.6% | ||
| Q3 25 | 7.3% | 26.5% | ||
| Q2 25 | 7.9% | 24.8% | ||
| Q1 25 | 7.8% | 26.5% | ||
| Q4 24 | 2.0% | 26.3% | ||
| Q3 24 | 5.9% | 26.5% | ||
| Q2 24 | 8.6% | 23.0% |
净利率LCIIMPWR
| Q1 26 | — | 24.0% | ||
| Q4 25 | 2.0% | 22.9% | ||
| Q3 25 | 6.0% | 24.4% | ||
| Q2 25 | 5.2% | 20.3% | ||
| Q1 25 | 4.7% | 21.2% | ||
| Q4 24 | 1.2% | 201.8% | ||
| Q3 24 | 3.9% | 23.3% | ||
| Q2 24 | 5.8% | 19.8% |
每股收益（稀释后）LCIIMPWR
| Q1 26 | — | $3.92 | ||
| Q4 25 | $0.79 | $3.50 | ||
| Q3 25 | $2.55 | $3.74 | ||
| Q2 25 | $2.29 | $2.81 | ||
| Q1 25 | $1.94 | $2.81 | ||
| Q4 24 | $0.37 | $25.71 | ||
| Q3 24 | $1.39 | $2.95 | ||
| Q2 24 | $2.40 | $2.05 |
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 | $1.4B |
| 总债务越低越好 | $945.2M | — |
| 股东权益账面价值 | $1.4B | $3.7B |
| 总资产 | $3.2B | $4.4B |
| 负债/权益比越低杠杆越低 | 0.69× | — |
8季度趋势，按日历期对齐
现金及短期投资LCIIMPWR
| Q1 26 | — | $1.4B | ||
| Q4 25 | $222.6M | $1.3B | ||
| Q3 25 | $199.7M | $1.3B | ||
| Q2 25 | $191.9M | $1.1B | ||
| Q1 25 | $231.2M | $1.0B | ||
| Q4 24 | $165.8M | $862.9M | ||
| Q3 24 | $161.2M | $1.5B | ||
| Q2 24 | $130.4M | $1.3B |
总债务LCIIMPWR
| Q1 26 | — | — | ||
| Q4 25 | $945.2M | — | ||
| Q3 25 | $947.8M | — | ||
| Q2 25 | $948.0M | — | ||
| Q1 25 | $938.3M | — | ||
| Q4 24 | $757.3M | — | ||
| Q3 24 | $822.5M | — | ||
| Q2 24 | $829.7M | — |
股东权益LCIIMPWR
| Q1 26 | — | $3.7B | ||
| Q4 25 | $1.4B | $3.5B | ||
| Q3 25 | $1.4B | $3.4B | ||
| Q2 25 | $1.4B | $3.2B | ||
| Q1 25 | $1.4B | $3.1B | ||
| Q4 24 | $1.4B | $3.0B | ||
| Q3 24 | $1.4B | $2.4B | ||
| Q2 24 | $1.4B | $2.2B |
总资产LCIIMPWR
| Q1 26 | — | $4.4B | ||
| Q4 25 | $3.2B | $4.2B | ||
| Q3 25 | $3.2B | $4.1B | ||
| Q2 25 | $3.2B | $3.9B | ||
| Q1 25 | $3.1B | $3.7B | ||
| Q4 24 | $2.9B | $3.5B | ||
| Q3 24 | $3.0B | $2.9B | ||
| Q2 24 | $3.0B | $2.6B |
负债/权益比LCIIMPWR
| Q1 26 | — | — | ||
| Q4 25 | 0.69× | — | ||
| Q3 25 | 0.70× | — | ||
| Q2 25 | 0.68× | — | ||
| Q1 25 | 0.69× | — | ||
| Q4 24 | 0.55× | — | ||
| Q3 24 | 0.58× | — | ||
| Q2 24 | 0.60× | — |
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 | — |
| 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× | — |
| 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LCIIMPWR
| Q1 26 | — | — | ||
| Q4 25 | $78.9M | $104.9M | ||
| Q3 25 | $97.2M | $239.3M | ||
| Q2 25 | $112.2M | $237.6M | ||
| Q1 25 | $42.7M | $256.4M | ||
| Q4 24 | $106.6M | $167.7M | ||
| Q3 24 | $78.4M | $231.7M | ||
| Q2 24 | $192.9M | $141.0M |
自由现金流LCIIMPWR
| Q1 26 | — | — | ||
| Q4 25 | $64.3M | $63.9M | ||
| Q3 25 | $80.9M | $196.8M | ||
| Q2 25 | $99.5M | $189.5M | ||
| Q1 25 | $33.7M | $216.0M | ||
| Q4 24 | $95.7M | $102.9M | ||
| Q3 24 | $68.3M | $197.9M | ||
| Q2 24 | $180.2M | $109.5M |
自由现金流率LCIIMPWR
| Q1 26 | — | — | ||
| Q4 25 | 6.9% | 8.5% | ||
| Q3 25 | 7.8% | 26.7% | ||
| Q2 25 | 9.0% | 28.5% | ||
| Q1 25 | 3.2% | 33.9% | ||
| Q4 24 | 11.9% | 16.5% | ||
| Q3 24 | 7.5% | 31.9% | ||
| Q2 24 | 17.1% | 21.6% |
资本支出强度LCIIMPWR
| Q1 26 | — | — | ||
| Q4 25 | 1.6% | 5.5% | ||
| Q3 25 | 1.6% | 5.8% | ||
| Q2 25 | 1.2% | 7.2% | ||
| Q1 25 | 0.9% | 6.3% | ||
| Q4 24 | 1.4% | 10.4% | ||
| Q3 24 | 1.1% | 5.5% | ||
| Q2 24 | 1.2% | 6.2% |
现金转化率LCIIMPWR
| Q1 26 | — | — | ||
| Q4 25 | 4.22× | 0.61× | ||
| Q3 25 | 1.55× | 1.33× | ||
| Q2 25 | 1.95× | 1.76× | ||
| Q1 25 | 0.86× | 1.90× | ||
| Q4 24 | 11.17× | 0.13× | ||
| Q3 24 | 2.20× | 1.60× | ||
| Q2 24 | 3.15× | 1.40× |
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% |
MPWR
暂无分部数据
