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LCI INDUSTRIES（LCII）与Opendoor Technologies Inc.（OPEN）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Opendoor Technologies Inc.的1.3倍（$932.7M vs $720.0M），LCI INDUSTRIES净利率更高（2.0% vs -24.0%，领先26.0%），LCI INDUSTRIES同比增速更快（16.1% vs -37.6%），过去两年LCI INDUSTRIES的营收复合增速更高（-1.8% vs -31.0%）
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。
Opendoor Technologies Inc.是一家主营住宅房地产买卖的线上企业，总部位于旧金山。平台可通过线上流程向房主提供房屋即时现金报价，收购房产后进行修缮再重新挂牌出售，同时还提供基于移动端应用的购房服务及配套融资方案，截至2021年11月业务覆盖美国44个区域市场。
LCII vs OPEN — 直观对比
营收规模更大
LCII
是对方的1.3倍
$720.0M
营收增速更快
LCII
高出53.7%
-37.6%
净利率更高
LCII
高出26.0%
-24.0%
两年增速更快
LCII
近两年复合增速
-31.0%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $932.7M | $720.0M |
| 净利润 | $18.7M | $-173.0M |
| 毛利率 | 22.1% | 10.0% |
| 营业利润率 | 3.8% | 67.9% |
| 净利率 | 2.0% | -24.0% |
| 营收同比 | 16.1% | -37.6% |
| 净利润同比 | 95.7% | -103.5% |
| 每股收益（稀释后） | $0.79 | $-0.18 |
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LCIIOPEN
| Q1 26 | — | $720.0M | ||
| Q4 25 | $932.7M | $736.0M | ||
| Q3 25 | $1.0B | $915.0M | ||
| Q2 25 | $1.1B | $1.6B | ||
| Q1 25 | $1.0B | $1.2B | ||
| Q4 24 | $803.1M | $1.1B | ||
| Q3 24 | $915.5M | $1.4B | ||
| Q2 24 | $1.1B | $1.5B |
净利润LCIIOPEN
| Q1 26 | — | $-173.0M | ||
| Q4 25 | $18.7M | $-1.1B | ||
| Q3 25 | $62.5M | $-90.0M | ||
| Q2 25 | $57.6M | $-29.0M | ||
| Q1 25 | $49.4M | $-85.0M | ||
| Q4 24 | $9.5M | $-113.0M | ||
| Q3 24 | $35.6M | $-78.0M | ||
| Q2 24 | $61.2M | $-92.0M |
毛利率LCIIOPEN
| Q1 26 | — | 10.0% | ||
| Q4 25 | 22.1% | 7.7% | ||
| Q3 25 | 24.4% | 7.2% | ||
| Q2 25 | 24.4% | 8.2% | ||
| Q1 25 | 24.1% | 8.6% | ||
| Q4 24 | 21.1% | 7.8% | ||
| Q3 24 | 24.0% | 7.6% | ||
| Q2 24 | 25.3% | 8.5% |
营业利润率LCIIOPEN
| Q1 26 | — | 67.9% | ||
| Q4 25 | 3.8% | -20.4% | ||
| Q3 25 | 7.3% | -7.4% | ||
| Q2 25 | 7.9% | -0.8% | ||
| Q1 25 | 7.8% | -4.9% | ||
| Q4 24 | 2.0% | -8.7% | ||
| Q3 24 | 5.9% | -4.9% | ||
| Q2 24 | 8.6% | -4.8% |
净利率LCIIOPEN
| Q1 26 | — | -24.0% | ||
| Q4 25 | 2.0% | -148.9% | ||
| Q3 25 | 6.0% | -9.8% | ||
| Q2 25 | 5.2% | -1.9% | ||
| Q1 25 | 4.7% | -7.4% | ||
| Q4 24 | 1.2% | -10.4% | ||
| Q3 24 | 3.9% | -5.7% | ||
| Q2 24 | 5.8% | -6.1% |
每股收益（稀释后）LCIIOPEN
| Q1 26 | — | $-0.18 | ||
| Q4 25 | $0.79 | $-1.42 | ||
| Q3 25 | $2.55 | $-0.12 | ||
| Q2 25 | $2.29 | $-0.04 | ||
| Q1 25 | $1.94 | $-0.12 | ||
| Q4 24 | $0.37 | $-0.16 | ||
| Q3 24 | $1.39 | $-0.11 | ||
| Q2 24 | $2.40 | $-0.13 |
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 | $999.0M |
| 总债务越低越好 | $945.2M | — |
| 股东权益账面价值 | $1.4B | $954.0M |
| 总资产 | $3.2B | $2.3B |
| 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LCIIOPEN
| Q1 26 | — | $999.0M | ||
| Q4 25 | $222.6M | $962.0M | ||
| Q3 25 | $199.7M | $962.0M | ||
| Q2 25 | $191.9M | $789.0M | ||
| Q1 25 | $231.2M | $559.0M | ||
| Q4 24 | $165.8M | $679.0M | ||
| Q3 24 | $161.2M | $837.0M | ||
| Q2 24 | $130.4M | $809.0M |
总债务LCIIOPEN
| 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LCIIOPEN
| Q1 26 | — | $954.0M | ||
| Q4 25 | $1.4B | $1.0B | ||
| Q3 25 | $1.4B | $811.0M | ||
| Q2 25 | $1.4B | $631.0M | ||
| Q1 25 | $1.4B | $645.0M | ||
| Q4 24 | $1.4B | $713.0M | ||
| Q3 24 | $1.4B | $801.0M | ||
| Q2 24 | $1.4B | $845.0M |
总资产LCIIOPEN
| Q1 26 | — | $2.3B | ||
| Q4 25 | $3.2B | $2.4B | ||
| Q3 25 | $3.2B | $2.7B | ||
| Q2 25 | $3.2B | $2.9B | ||
| Q1 25 | $3.1B | $3.3B | ||
| Q4 24 | $2.9B | $3.1B | ||
| Q3 24 | $3.0B | $3.4B | ||
| Q2 24 | $3.0B | $3.4B |
负债/权益比LCIIOPEN
| 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 | $-246.0M |
| 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LCIIOPEN
| Q1 26 | — | $-246.0M | ||
| Q4 25 | $78.9M | $70.0M | ||
| Q3 25 | $97.2M | $435.0M | ||
| Q2 25 | $112.2M | $823.0M | ||
| Q1 25 | $42.7M | $-279.0M | ||
| Q4 24 | $106.6M | $-80.0M | ||
| Q3 24 | $78.4M | $62.0M | ||
| Q2 24 | $192.9M | $-399.0M |
自由现金流LCIIOPEN
| Q1 26 | — | — | ||
| Q4 25 | $64.3M | $67.0M | ||
| Q3 25 | $80.9M | $432.0M | ||
| Q2 25 | $99.5M | $821.0M | ||
| Q1 25 | $33.7M | $-283.0M | ||
| Q4 24 | $95.7M | $-83.0M | ||
| Q3 24 | $68.3M | $56.0M | ||
| Q2 24 | $180.2M | $-407.0M |
自由现金流率LCIIOPEN
| Q1 26 | — | — | ||
| Q4 25 | 6.9% | 9.1% | ||
| Q3 25 | 7.8% | 47.2% | ||
| Q2 25 | 9.0% | 52.4% | ||
| Q1 25 | 3.2% | -24.5% | ||
| Q4 24 | 11.9% | -7.7% | ||
| Q3 24 | 7.5% | 4.1% | ||
| Q2 24 | 17.1% | -26.9% |
资本支出强度LCIIOPEN
| Q1 26 | — | — | ||
| Q4 25 | 1.6% | 0.4% | ||
| Q3 25 | 1.6% | 0.3% | ||
| Q2 25 | 1.2% | 0.1% | ||
| Q1 25 | 0.9% | 0.3% | ||
| Q4 24 | 1.4% | 0.3% | ||
| Q3 24 | 1.1% | 0.4% | ||
| Q2 24 | 1.2% | 0.5% |
现金转化率LCIIOPEN
| Q1 26 | — | — | ||
| Q4 25 | 4.22× | — | ||
| Q3 25 | 1.55× | — | ||
| Q2 25 | 1.95× | — | ||
| Q1 25 | 0.86× | — | ||
| Q4 24 | 11.17× | — | ||
| Q3 24 | 2.20× | — | ||
| Q2 24 | 3.15× | — |
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% |
OPEN
暂无分部数据
