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LCI INDUSTRIES（LCII）与NGL Energy Partners LP（NGL）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NGL Energy Partners LP的1.0倍（$932.7M vs $909.8M），NGL Energy Partners LP净利率更高（5.2% vs 2.0%，领先3.2%），LCI INDUSTRIES同比增速更快（16.1% vs -41.3%），LCI INDUSTRIES自由现金流更多（$64.3M vs $45.7M），过去两年LCI INDUSTRIES的营收复合增速更高（-1.8% vs -6.4%）
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。
NGL Energy Partners LP是一家总部位于美国的中游能源服务企业，主营原油、液化天然气、可再生燃料的运输、存储及物流服务，同时为上游能源生产商提供水资源管理解决方案，业务主要覆盖北美市场。
LCII vs NGL — 直观对比
营收规模更大
LCII
是对方的1.0倍
$909.8M
营收增速更快
LCII
高出57.4%
-41.3%
净利率更高
NGL
高出3.2%
2.0%
自由现金流更多
LCII
多$18.6M
$45.7M
两年增速更快
LCII
近两年复合增速
-6.4%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $932.7M | $909.8M |
| 净利润 | $18.7M | $47.2M |
| 毛利率 | 22.1% | 29.0% |
| 营业利润率 | 3.8% | 12.1% |
| 净利率 | 2.0% | 5.2% |
| 营收同比 | 16.1% | -41.3% |
| 净利润同比 | 95.7% | 249.3% |
| 每股收益（稀释后） | $0.79 | — |
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LCIINGL
| Q4 25 | $932.7M | $909.8M | ||
| Q3 25 | $1.0B | $674.7M | ||
| Q2 25 | $1.1B | $622.2M | ||
| Q1 25 | $1.0B | $971.1M | ||
| Q4 24 | $803.1M | $982.4M | ||
| Q3 24 | $915.5M | $756.5M | ||
| Q2 24 | $1.1B | $759.2M | ||
| Q1 24 | $968.0M | $1.0B |
净利润LCIINGL
| Q4 25 | $18.7M | $47.2M | ||
| Q3 25 | $62.5M | $29.3M | ||
| Q2 25 | $57.6M | $68.9M | ||
| Q1 25 | $49.4M | $13.7M | ||
| Q4 24 | $9.5M | $13.5M | ||
| Q3 24 | $35.6M | $2.5M | ||
| Q2 24 | $61.2M | $9.7M | ||
| Q1 24 | $36.5M | $-236.8M |
毛利率LCIINGL
| Q4 25 | 22.1% | 29.0% | ||
| Q3 25 | 24.4% | 37.6% | ||
| Q2 25 | 24.4% | 38.5% | ||
| Q1 25 | 24.1% | 26.9% | ||
| Q4 24 | 21.1% | 25.1% | ||
| Q3 24 | 24.0% | 30.9% | ||
| Q2 24 | 25.3% | 29.0% | ||
| Q1 24 | 23.1% | 21.8% |
营业利润率LCIINGL
| Q4 25 | 3.8% | 12.1% | ||
| Q3 25 | 7.3% | 14.0% | ||
| Q2 25 | 7.9% | 15.7% | ||
| Q1 25 | 7.8% | 8.4% | ||
| Q4 24 | 2.0% | 8.6% | ||
| Q3 24 | 5.9% | 10.8% | ||
| Q2 24 | 8.6% | 10.8% | ||
| Q1 24 | 6.0% | -9.4% |
净利率LCIINGL
| Q4 25 | 2.0% | 5.2% | ||
| Q3 25 | 6.0% | 4.3% | ||
| Q2 25 | 5.2% | 11.1% | ||
| Q1 25 | 4.7% | 1.4% | ||
| Q4 24 | 1.2% | 1.4% | ||
| Q3 24 | 3.9% | 0.3% | ||
| Q2 24 | 5.8% | 1.3% | ||
| Q1 24 | 3.8% | -22.8% |
每股收益（稀释后）LCIINGL
| Q4 25 | $0.79 | — | ||
| Q3 25 | $2.55 | — | ||
| Q2 25 | $2.29 | — | ||
| Q1 25 | $1.94 | — | ||
| Q4 24 | $0.37 | — | ||
| Q3 24 | $1.39 | — | ||
| Q2 24 | $2.40 | — | ||
| Q1 24 | $1.44 | — |
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 | $6.5M |
| 总债务越低越好 | $945.2M | $2.9B |
| 股东权益账面价值 | $1.4B | — |
| 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LCIINGL
| Q4 25 | $222.6M | $6.5M | ||
| Q3 25 | $199.7M | $8.7M | ||
| Q2 25 | $191.9M | $5.4M | ||
| Q1 25 | $231.2M | $13.5M | ||
| Q4 24 | $165.8M | $5.7M | ||
| Q3 24 | $161.2M | $4.5M | ||
| Q2 24 | $130.4M | $5.3M | ||
| Q1 24 | $22.6M | $38.9M |
总债务LCIINGL
| Q4 25 | $945.2M | $2.9B | ||
| Q3 25 | $947.8M | $2.9B | ||
| Q2 25 | $948.0M | $2.9B | ||
| Q1 25 | $938.3M | $3.0B | ||
| Q4 24 | $757.3M | $3.1B | ||
| Q3 24 | $822.5M | $3.1B | ||
| Q2 24 | $829.7M | $3.0B | ||
| Q1 24 | $855.3M | $2.9B |
股东权益LCIINGL
| Q4 25 | $1.4B | — | ||
| Q3 25 | $1.4B | — | ||
| Q2 25 | $1.4B | — | ||
| Q1 25 | $1.4B | — | ||
| Q4 24 | $1.4B | — | ||
| Q3 24 | $1.4B | — | ||
| Q2 24 | $1.4B | — | ||
| Q1 24 | $1.4B | — |
总资产LCIINGL
| Q4 25 | $3.2B | $4.4B | ||
| Q3 25 | $3.2B | $4.3B | ||
| Q2 25 | $3.2B | $4.2B | ||
| Q1 25 | $3.1B | $4.6B | ||
| Q4 24 | $2.9B | $4.8B | ||
| Q3 24 | $3.0B | $4.9B | ||
| Q2 24 | $3.0B | $4.8B | ||
| Q1 24 | $3.0B | $5.0B |
负债/权益比LCIINGL
| 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× | — | ||
| 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 | $182.3M |
| 自由现金流经营现金流 - 资本支出 | $64.3M | $45.7M |
| 自由现金流率自由现金流/营收 | 6.9% | 5.0% |
| 资本支出强度资本支出/营收 | 1.6% | 15.0% |
| 现金转化率经营现金流/净利润 | 4.22× | 3.86× |
| 过去12个月自由现金流最近4个季度 | $278.3M | $126.7M |
8季度趋势，按日历期对齐
经营现金流LCIINGL
| Q4 25 | $78.9M | $182.3M | ||
| Q3 25 | $97.2M | $40.5M | ||
| Q2 25 | $112.2M | $33.2M | ||
| Q1 25 | $42.7M | $155.0M | ||
| Q4 24 | $106.6M | $153.8M | ||
| Q3 24 | $78.4M | $6.7M | ||
| Q2 24 | $192.9M | $-18.1M | ||
| Q1 24 | $-7.7M | $152.2M |
自由现金流LCIINGL
| Q4 25 | $64.3M | $45.7M | ||
| Q3 25 | $80.9M | $9.5M | ||
| Q2 25 | $99.5M | $11.1M | ||
| Q1 25 | $33.7M | $60.4M | ||
| Q4 24 | $95.7M | $152.1M | ||
| Q3 24 | $68.3M | $-82.9M | ||
| Q2 24 | $180.2M | $-78.0M | ||
| Q1 24 | $-16.3M | $119.8M |
自由现金流率LCIINGL
| Q4 25 | 6.9% | 5.0% | ||
| Q3 25 | 7.8% | 1.4% | ||
| Q2 25 | 9.0% | 1.8% | ||
| Q1 25 | 3.2% | 6.2% | ||
| Q4 24 | 11.9% | 15.5% | ||
| Q3 24 | 7.5% | -11.0% | ||
| Q2 24 | 17.1% | -10.3% | ||
| Q1 24 | -1.7% | 11.5% |
资本支出强度LCIINGL
| Q4 25 | 1.6% | 15.0% | ||
| Q3 25 | 1.6% | 4.6% | ||
| Q2 25 | 1.2% | 3.6% | ||
| Q1 25 | 0.9% | 9.7% | ||
| Q4 24 | 1.4% | 0.2% | ||
| Q3 24 | 1.1% | 11.8% | ||
| Q2 24 | 1.2% | 7.9% | ||
| Q1 24 | 0.9% | 3.1% |
现金转化率LCIINGL
| Q4 25 | 4.22× | 3.86× | ||
| Q3 25 | 1.55× | 1.38× | ||
| Q2 25 | 1.95× | 0.48× | ||
| Q1 25 | 0.86× | 11.29× | ||
| Q4 24 | 11.17× | 11.39× | ||
| Q3 24 | 2.20× | 2.74× | ||
| Q2 24 | 3.15× | -1.87× | ||
| Q1 24 | -0.21× | — |
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% |
NGL
| Water Solutions Segment | $208.6M | 23% |
| Services | $193.3M | 21% |
| Butane | $192.5M | 21% |
| Service Fees | $182.8M | 20% |
| Public Utilities Inventory Propane | $93.9M | 10% |
| Crude Oil | $23.3M | 3% |
| Crude Oil Transportation And Other | $6.5M | 1% |
| Liquids Logistics Segment | $2.5M | 0% |
| Crude Oil Logistics Segment | $1.2M | 0% |
