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LCI INDUSTRIES（LCII）与OCEANEERING INTERNATIONAL INC（OII）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OCEANEERING INTERNATIONAL INC的1.3倍（$932.7M vs $692.4M），OCEANEERING INTERNATIONAL INC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 3.6%），LCI INDUSTRIES自由现金流更多（$64.3M vs $-76.5M），过去两年OCEANEERING INTERNATIONAL INC的营收复合增速更高（1.8% 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。
奥什科什国际（Oceaneering International）是一家总部位于美国得克萨斯州休斯敦的水下工程及应用技术企业，为海洋、航天及其他特殊作业场景的客户提供定制化工程服务与硬件设备，在极端环境工程领域拥有深厚的技术积累。
LCII vs OII — 直观对比
营收规模更大
LCII
是对方的1.3倍
$692.4M
营收增速更快
LCII
高出12.6%
3.6%
净利率更高
OII
高出3.2%
2.0%
自由现金流更多
LCII
多$140.8M
$-76.5M
两年增速更快
OII
近两年复合增速
-1.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $932.7M | $692.4M |
| 净利润 | $18.7M | $36.1M |
| 毛利率 | 22.1% | — |
| 营业利润率 | 3.8% | — |
| 净利率 | 2.0% | 5.2% |
| 营收同比 | 16.1% | 3.6% |
| 净利润同比 | 95.7% | -28.3% |
| 每股收益（稀释后） | $0.79 | $0.36 |
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LCIIOII
| Q1 26 | — | $692.4M | ||
| Q4 25 | $932.7M | $668.6M | ||
| Q3 25 | $1.0B | $742.9M | ||
| Q2 25 | $1.1B | $698.2M | ||
| Q1 25 | $1.0B | $674.5M | ||
| Q4 24 | $803.1M | $713.5M | ||
| Q3 24 | $915.5M | $679.8M | ||
| Q2 24 | $1.1B | $668.8M |
净利润LCIIOII
| Q1 26 | — | $36.1M | ||
| Q4 25 | $18.7M | $177.7M | ||
| Q3 25 | $62.5M | $71.3M | ||
| Q2 25 | $57.6M | $54.4M | ||
| Q1 25 | $49.4M | $50.4M | ||
| Q4 24 | $9.5M | $56.1M | ||
| Q3 24 | $35.6M | $41.2M | ||
| Q2 24 | $61.2M | $35.0M |
毛利率LCIIOII
| Q1 26 | — | — | ||
| Q4 25 | 22.1% | 19.8% | ||
| Q3 25 | 24.4% | 20.6% | ||
| Q2 25 | 24.4% | 21.3% | ||
| Q1 25 | 24.1% | 20.0% | ||
| Q4 24 | 21.1% | 19.9% | ||
| Q3 24 | 24.0% | 19.3% | ||
| Q2 24 | 25.3% | 18.0% |
营业利润率LCIIOII
| Q1 26 | — | — | ||
| Q4 25 | 3.8% | 9.8% | ||
| Q3 25 | 7.3% | 11.6% | ||
| Q2 25 | 7.9% | 11.3% | ||
| Q1 25 | 7.8% | 10.9% | ||
| Q4 24 | 2.0% | 10.9% | ||
| Q3 24 | 5.9% | 10.5% | ||
| Q2 24 | 8.6% | 9.0% |
净利率LCIIOII
| Q1 26 | — | 5.2% | ||
| Q4 25 | 2.0% | 26.6% | ||
| Q3 25 | 6.0% | 9.6% | ||
| Q2 25 | 5.2% | 7.8% | ||
| Q1 25 | 4.7% | 7.5% | ||
| Q4 24 | 1.2% | 7.9% | ||
| Q3 24 | 3.9% | 6.1% | ||
| Q2 24 | 5.8% | 5.2% |
每股收益（稀释后）LCIIOII
| Q1 26 | — | $0.36 | ||
| Q4 25 | $0.79 | $1.75 | ||
| Q3 25 | $2.55 | $0.71 | ||
| Q2 25 | $2.29 | $0.54 | ||
| Q1 25 | $1.94 | $0.49 | ||
| Q4 24 | $0.37 | $0.55 | ||
| Q3 24 | $1.39 | $0.40 | ||
| Q2 24 | $2.40 | $0.34 |
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 | — |
| 总债务越低越好 | $945.2M | $488.8M |
| 股东权益账面价值 | $1.4B | $1.1B |
| 总资产 | $3.2B | $2.6B |
| 负债/权益比越低杠杆越低 | 0.69× | 0.44× |
8季度趋势，按日历期对齐
现金及短期投资LCIIOII
| Q1 26 | — | — | ||
| Q4 25 | $222.6M | $695.9M | ||
| Q3 25 | $199.7M | $7.0M | ||
| Q2 25 | $191.9M | $7.0M | ||
| Q1 25 | $231.2M | $7.0M | ||
| Q4 24 | $165.8M | $504.5M | ||
| Q3 24 | $161.2M | — | ||
| Q2 24 | $130.4M | — |
总债务LCIIOII
| Q1 26 | — | $488.8M | ||
| Q4 25 | $945.2M | $487.4M | ||
| Q3 25 | $947.8M | — | ||
| Q2 25 | $948.0M | — | ||
| Q1 25 | $938.3M | — | ||
| Q4 24 | $757.3M | $482.0M | ||
| Q3 24 | $822.5M | — | ||
| Q2 24 | $829.7M | — |
股东权益LCIIOII
| Q1 26 | — | $1.1B | ||
| Q4 25 | $1.4B | $1.1B | ||
| Q3 25 | $1.4B | $907.7M | ||
| Q2 25 | $1.4B | $842.1M | ||
| Q1 25 | $1.4B | $773.1M | ||
| Q4 24 | $1.4B | $714.3M | ||
| Q3 24 | $1.4B | $698.0M | ||
| Q2 24 | $1.4B | $651.0M |
总资产LCIIOII
| Q1 26 | — | $2.6B | ||
| Q4 25 | $3.2B | $2.7B | ||
| Q3 25 | $3.2B | $2.5B | ||
| Q2 25 | $3.2B | $2.3B | ||
| Q1 25 | $3.1B | $2.3B | ||
| Q4 24 | $2.9B | $2.3B | ||
| Q3 24 | $3.0B | $2.4B | ||
| Q2 24 | $3.0B | $2.3B |
负债/权益比LCIIOII
| Q1 26 | — | 0.44× | ||
| Q4 25 | 0.69× | 0.46× | ||
| Q3 25 | 0.70× | — | ||
| Q2 25 | 0.68× | — | ||
| Q1 25 | 0.69× | — | ||
| Q4 24 | 0.55× | 0.67× | ||
| 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 | $-76.5M |
| 自由现金流率自由现金流/营收 | 6.9% | -11.1% |
| 资本支出强度资本支出/营收 | 1.6% | 2.5% |
| 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 | $238.1M |
8季度趋势，按日历期对齐
经营现金流LCIIOII
| Q1 26 | — | — | ||
| Q4 25 | $78.9M | $221.1M | ||
| Q3 25 | $97.2M | $101.3M | ||
| Q2 25 | $112.2M | $77.2M | ||
| Q1 25 | $42.7M | $-80.7M | ||
| Q4 24 | $106.6M | $128.4M | ||
| Q3 24 | $78.4M | $91.9M | ||
| Q2 24 | $192.9M | $52.6M |
自由现金流LCIIOII
| Q1 26 | — | $-76.5M | ||
| Q4 25 | $64.3M | $190.7M | ||
| Q3 25 | $80.9M | $77.0M | ||
| Q2 25 | $99.5M | $46.9M | ||
| Q1 25 | $33.7M | $-106.8M | ||
| Q4 24 | $95.7M | $94.5M | ||
| Q3 24 | $68.3M | $67.0M | ||
| Q2 24 | $180.2M | $29.8M |
自由现金流率LCIIOII
| Q1 26 | — | -11.1% | ||
| Q4 25 | 6.9% | 28.5% | ||
| Q3 25 | 7.8% | 10.4% | ||
| Q2 25 | 9.0% | 6.7% | ||
| Q1 25 | 3.2% | -15.8% | ||
| Q4 24 | 11.9% | 13.2% | ||
| Q3 24 | 7.5% | 9.9% | ||
| Q2 24 | 17.1% | 4.5% |
资本支出强度LCIIOII
| Q1 26 | — | 2.5% | ||
| Q4 25 | 1.6% | 4.6% | ||
| Q3 25 | 1.6% | 3.3% | ||
| Q2 25 | 1.2% | 4.3% | ||
| Q1 25 | 0.9% | 3.9% | ||
| Q4 24 | 1.4% | 4.7% | ||
| Q3 24 | 1.1% | 3.7% | ||
| Q2 24 | 1.2% | 3.4% |
现金转化率LCIIOII
| Q1 26 | — | — | ||
| Q4 25 | 4.22× | 1.24× | ||
| Q3 25 | 1.55× | 1.42× | ||
| Q2 25 | 1.95× | 1.42× | ||
| Q1 25 | 0.86× | -1.60× | ||
| Q4 24 | 11.17× | 2.29× | ||
| Q3 24 | 2.20× | 2.23× | ||
| Q2 24 | 3.15× | 1.50× |
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% |
OII
暂无分部数据
