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LCI INDUSTRIES（LCII）与NVR, Inc.（NVR）财务数据对比。点击上方公司名可切换其他公司
NVR, Inc.的季度营收约是LCI INDUSTRIES的2.0倍（$1.8B vs $932.7M），NVR, Inc.净利率更高（10.8% vs 2.0%，领先8.8%），LCI INDUSTRIES同比增速更快（16.1% vs -21.9%），过去两年LCI INDUSTRIES的营收复合增速更高（-1.8% vs -16.2%）
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。
NVR, Inc.是总部位于美国弗吉尼亚州雷斯顿的知名住宅建造企业，同时运营抵押贷款银行及产权服务相关业务。公司业务主要布局美国东海岸，覆盖14个州及华盛顿特区，2021年有22%的营收来自华盛顿大都会区。
LCII vs NVR — 直观对比
营收规模更大
NVR
是对方的2.0倍
$932.7M
营收增速更快
LCII
高出38.1%
-21.9%
净利率更高
NVR
高出8.8%
2.0%
两年增速更快
LCII
近两年复合增速
-16.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $932.7M | $1.8B |
| 净利润 | $18.7M | $198.4M |
| 毛利率 | 22.1% | 180.4% |
| 营业利润率 | 3.8% | — |
| 净利率 | 2.0% | 10.8% |
| 营收同比 | 16.1% | -21.9% |
| 净利润同比 | 95.7% | — |
| 每股收益（稀释后） | $0.79 | $67.76 |
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LCIINVR
| Q1 26 | — | $1.8B | ||
| Q4 25 | $932.7M | $2.7B | ||
| Q3 25 | $1.0B | $2.6B | ||
| Q2 25 | $1.1B | $2.6B | ||
| Q1 25 | $1.0B | $2.4B | ||
| Q4 24 | $803.1M | $2.8B | ||
| Q3 24 | $915.5M | $2.7B | ||
| Q2 24 | $1.1B | $2.6B |
净利润LCIINVR
| Q1 26 | — | $198.4M | ||
| Q4 25 | $18.7M | $363.8M | ||
| Q3 25 | $62.5M | $342.7M | ||
| Q2 25 | $57.6M | $333.7M | ||
| Q1 25 | $49.4M | $299.6M | ||
| Q4 24 | $9.5M | $457.4M | ||
| Q3 24 | $35.6M | $429.3M | ||
| Q2 24 | $61.2M | $400.9M |
毛利率LCIINVR
| Q1 26 | — | 180.4% | ||
| 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% | — |
营业利润率LCIINVR
| Q1 26 | — | — | ||
| Q4 25 | 3.8% | — | ||
| Q3 25 | 7.3% | — | ||
| Q2 25 | 7.9% | — | ||
| Q1 25 | 7.8% | — | ||
| Q4 24 | 2.0% | — | ||
| Q3 24 | 5.9% | — | ||
| Q2 24 | 8.6% | — |
净利率LCIINVR
| Q1 26 | — | 10.8% | ||
| Q4 25 | 2.0% | 13.4% | ||
| Q3 25 | 6.0% | 13.1% | ||
| Q2 25 | 5.2% | 12.8% | ||
| Q1 25 | 4.7% | 12.5% | ||
| Q4 24 | 1.2% | 16.1% | ||
| Q3 24 | 3.9% | 15.7% | ||
| Q2 24 | 5.8% | 15.3% |
每股收益（稀释后）LCIINVR
| Q1 26 | — | $67.76 | ||
| Q4 25 | $0.79 | $120.85 | ||
| Q3 25 | $2.55 | $112.33 | ||
| Q2 25 | $2.29 | $108.54 | ||
| Q1 25 | $1.94 | $94.83 | ||
| Q4 24 | $0.37 | $139.09 | ||
| Q3 24 | $1.39 | $130.50 | ||
| Q2 24 | $2.40 | $120.69 |
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 | $1.6B |
| 总债务越低越好 | $945.2M | — |
| 股东权益账面价值 | $1.4B | $3.5B |
| 总资产 | $3.2B | $5.6B |
| 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LCIINVR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $222.6M | — | ||
| Q3 25 | $199.7M | — | ||
| Q2 25 | $191.9M | — | ||
| Q1 25 | $231.2M | — | ||
| Q4 24 | $165.8M | — | ||
| Q3 24 | $161.2M | — | ||
| Q2 24 | $130.4M | — |
总债务LCIINVR
| 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LCIINVR
| Q1 26 | — | $3.5B | ||
| Q4 25 | $1.4B | $3.9B | ||
| Q3 25 | $1.4B | $4.0B | ||
| Q2 25 | $1.4B | $3.8B | ||
| Q1 25 | $1.4B | $4.0B | ||
| Q4 24 | $1.4B | $4.2B | ||
| Q3 24 | $1.4B | $4.3B | ||
| Q2 24 | $1.4B | $4.1B |
总资产LCIINVR
| Q1 26 | — | $5.6B | ||
| Q4 25 | $3.2B | $5.9B | ||
| Q3 25 | $3.2B | $6.0B | ||
| Q2 25 | $3.2B | $5.9B | ||
| Q1 25 | $3.1B | $6.2B | ||
| Q4 24 | $2.9B | $6.4B | ||
| Q3 24 | $3.0B | $6.5B | ||
| Q2 24 | $3.0B | $6.4B |
负债/权益比LCIINVR
| 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LCIINVR
| Q1 26 | — | — | ||
| Q4 25 | $78.9M | $439.7M | ||
| Q3 25 | $97.2M | $438.7M | ||
| Q2 25 | $112.2M | $35.1M | ||
| Q1 25 | $42.7M | $207.8M | ||
| Q4 24 | $106.6M | $637.0M | ||
| Q3 24 | $78.4M | $358.3M | ||
| Q2 24 | $192.9M | $232.7M |
自由现金流LCIINVR
| Q1 26 | — | — | ||
| Q4 25 | $64.3M | $436.0M | ||
| Q3 25 | $80.9M | $433.3M | ||
| Q2 25 | $99.5M | $26.8M | ||
| Q1 25 | $33.7M | $200.7M | ||
| Q4 24 | $95.7M | $631.5M | ||
| Q3 24 | $68.3M | $350.1M | ||
| Q2 24 | $180.2M | $226.3M |
自由现金流率LCIINVR
| Q1 26 | — | — | ||
| Q4 25 | 6.9% | 16.1% | ||
| Q3 25 | 7.8% | 16.6% | ||
| Q2 25 | 9.0% | 1.0% | ||
| Q1 25 | 3.2% | 8.4% | ||
| Q4 24 | 11.9% | 22.2% | ||
| Q3 24 | 7.5% | 12.8% | ||
| Q2 24 | 17.1% | 8.7% |
资本支出强度LCIINVR
| Q1 26 | — | — | ||
| Q4 25 | 1.6% | 0.1% | ||
| Q3 25 | 1.6% | 0.2% | ||
| Q2 25 | 1.2% | 0.3% | ||
| Q1 25 | 0.9% | 0.3% | ||
| Q4 24 | 1.4% | 0.2% | ||
| Q3 24 | 1.1% | 0.3% | ||
| Q2 24 | 1.2% | 0.2% |
现金转化率LCIINVR
| Q1 26 | — | — | ||
| Q4 25 | 4.22× | 1.21× | ||
| Q3 25 | 1.55× | 1.28× | ||
| Q2 25 | 1.95× | 0.11× | ||
| Q1 25 | 0.86× | 0.69× | ||
| Q4 24 | 11.17× | 1.39× | ||
| Q3 24 | 2.20× | 0.83× | ||
| Q2 24 | 3.15× | 0.58× |
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% |
NVR
暂无分部数据
