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LCI INDUSTRIES（LCII）与PINTEREST, INC.（PINS）财务数据对比。点击上方公司名可切换其他公司
PINTEREST, INC.的季度营收约是LCI INDUSTRIES的1.4倍（$1.3B vs $932.7M），PINTEREST, INC.净利率更高（21.0% vs 2.0%，领先19.0%），LCI INDUSTRIES同比增速更快（16.1% vs 14.3%），PINTEREST, INC.自由现金流更多（$380.4M vs $64.3M），过去两年PINTEREST, INC.的营收复合增速更高（33.5% 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。
Pinterest是美国社交媒体服务商，主打数字图板形式的信息发布与发现功能，用户可通过图片分享获取食谱、家居、穿搭、创意灵感等多元内容。公司由本·西尔伯曼、保罗·夏拉、埃文·夏普联合创立，总部位于旧金山。
LCII vs PINS — 直观对比
营收规模更大
PINS
是对方的1.4倍
$932.7M
营收增速更快
LCII
高出1.8%
14.3%
净利率更高
PINS
高出19.0%
2.0%
自由现金流更多
PINS
多$316.1M
$64.3M
两年增速更快
PINS
近两年复合增速
-1.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $932.7M | $1.3B |
| 净利润 | $18.7M | $277.1M |
| 毛利率 | 22.1% | 82.8% |
| 营业利润率 | 3.8% | 22.8% |
| 净利率 | 2.0% | 21.0% |
| 营收同比 | 16.1% | 14.3% |
| 净利润同比 | 95.7% | -85.0% |
| 每股收益（稀释后） | $0.79 | $0.41 |
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LCIIPINS
| Q4 25 | $932.7M | $1.3B | ||
| Q3 25 | $1.0B | $1.0B | ||
| Q2 25 | $1.1B | $998.2M | ||
| Q1 25 | $1.0B | $855.0M | ||
| Q4 24 | $803.1M | $1.2B | ||
| Q3 24 | $915.5M | $898.4M | ||
| Q2 24 | $1.1B | $853.7M | ||
| Q1 24 | $968.0M | $740.0M |
净利润LCIIPINS
| Q4 25 | $18.7M | $277.1M | ||
| Q3 25 | $62.5M | $92.1M | ||
| Q2 25 | $57.6M | $38.8M | ||
| Q1 25 | $49.4M | $8.9M | ||
| Q4 24 | $9.5M | $1.8B | ||
| Q3 24 | $35.6M | $30.6M | ||
| Q2 24 | $61.2M | $8.9M | ||
| Q1 24 | $36.5M | $-24.8M |
毛利率LCIIPINS
| Q4 25 | 22.1% | 82.8% | ||
| Q3 25 | 24.4% | 79.8% | ||
| Q2 25 | 24.4% | 79.7% | ||
| Q1 25 | 24.1% | 76.7% | ||
| Q4 24 | 21.1% | 82.9% | ||
| Q3 24 | 24.0% | 79.1% | ||
| Q2 24 | 25.3% | 78.3% | ||
| Q1 24 | 23.1% | 75.5% |
营业利润率LCIIPINS
| Q4 25 | 3.8% | 22.8% | ||
| Q3 25 | 7.3% | 5.6% | ||
| Q2 25 | 7.9% | -0.4% | ||
| Q1 25 | 7.8% | -4.1% | ||
| Q4 24 | 2.0% | 22.7% | ||
| Q3 24 | 5.9% | -0.7% | ||
| Q2 24 | 8.6% | -2.5% | ||
| Q1 24 | 6.0% | -7.4% |
净利率LCIIPINS
| Q4 25 | 2.0% | 21.0% | ||
| Q3 25 | 6.0% | 8.8% | ||
| Q2 25 | 5.2% | 3.9% | ||
| Q1 25 | 4.7% | 1.0% | ||
| Q4 24 | 1.2% | 160.1% | ||
| Q3 24 | 3.9% | 3.4% | ||
| Q2 24 | 5.8% | 1.0% | ||
| Q1 24 | 3.8% | -3.4% |
每股收益（稀释后）LCIIPINS
| Q4 25 | $0.79 | $0.41 | ||
| Q3 25 | $2.55 | $0.13 | ||
| Q2 25 | $2.29 | $0.06 | ||
| Q1 25 | $1.94 | $0.01 | ||
| Q4 24 | $0.37 | $2.66 | ||
| Q3 24 | $1.39 | $0.04 | ||
| Q2 24 | $2.40 | $0.01 | ||
| Q1 24 | $1.44 | $-0.04 |
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 | $969.3M |
| 总债务越低越好 | $945.2M | — |
| 股东权益账面价值 | $1.4B | $4.7B |
| 总资产 | $3.2B | $5.5B |
| 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LCIIPINS
| Q4 25 | $222.6M | $969.3M | ||
| Q3 25 | $199.7M | $1.1B | ||
| Q2 25 | $191.9M | $1.2B | ||
| Q1 25 | $231.2M | $1.3B | ||
| Q4 24 | $165.8M | $1.1B | ||
| Q3 24 | $161.2M | $1.0B | ||
| Q2 24 | $130.4M | $1.4B | ||
| Q1 24 | $22.6M | $1.6B |
总债务LCIIPINS
| 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 | — | ||
| Q1 24 | $855.3M | — |
股东权益LCIIPINS
| Q4 25 | $1.4B | $4.7B | ||
| Q3 25 | $1.4B | $4.8B | ||
| Q2 25 | $1.4B | $4.8B | ||
| Q1 25 | $1.4B | $4.7B | ||
| Q4 24 | $1.4B | $4.8B | ||
| Q3 24 | $1.4B | $2.9B | ||
| Q2 24 | $1.4B | $3.2B | ||
| Q1 24 | $1.4B | $3.1B |
总资产LCIIPINS
| Q4 25 | $3.2B | $5.5B | ||
| Q3 25 | $3.2B | $5.5B | ||
| Q2 25 | $3.2B | $5.4B | ||
| Q1 25 | $3.1B | $5.3B | ||
| Q4 24 | $2.9B | $5.3B | ||
| Q3 24 | $3.0B | $3.5B | ||
| Q2 24 | $3.0B | $3.7B | ||
| Q1 24 | $3.0B | $3.7B |
负债/权益比LCIIPINS
| 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 | $391.2M |
| 自由现金流经营现金流 - 资本支出 | $64.3M | $380.4M |
| 自由现金流率自由现金流/营收 | 6.9% | 28.8% |
| 资本支出强度资本支出/营收 | 1.6% | 0.8% |
| 现金转化率经营现金流/净利润 | 4.22× | 1.41× |
| 过去12个月自由现金流最近4个季度 | $278.3M | $1.3B |
8季度趋势，按日历期对齐
经营现金流LCIIPINS
| Q4 25 | $78.9M | $391.2M | ||
| Q3 25 | $97.2M | $321.7M | ||
| Q2 25 | $112.2M | $207.7M | ||
| Q1 25 | $42.7M | $363.7M | ||
| Q4 24 | $106.6M | $254.0M | ||
| Q3 24 | $78.4M | $248.0M | ||
| Q2 24 | $192.9M | $106.4M | ||
| Q1 24 | $-7.7M | $356.1M |
自由现金流LCIIPINS
| Q4 25 | $64.3M | $380.4M | ||
| Q3 25 | $80.9M | $318.4M | ||
| Q2 25 | $99.5M | $196.7M | ||
| Q1 25 | $33.7M | $356.4M | ||
| Q4 24 | $95.7M | $250.2M | ||
| Q3 24 | $68.3M | $244.1M | ||
| Q2 24 | $180.2M | $101.6M | ||
| Q1 24 | $-16.3M | $344.0M |
自由现金流率LCIIPINS
| Q4 25 | 6.9% | 28.8% | ||
| Q3 25 | 7.8% | 30.3% | ||
| Q2 25 | 9.0% | 19.7% | ||
| Q1 25 | 3.2% | 41.7% | ||
| Q4 24 | 11.9% | 21.7% | ||
| Q3 24 | 7.5% | 27.2% | ||
| Q2 24 | 17.1% | 11.9% | ||
| Q1 24 | -1.7% | 46.5% |
资本支出强度LCIIPINS
| Q4 25 | 1.6% | 0.8% | ||
| Q3 25 | 1.6% | 0.3% | ||
| Q2 25 | 1.2% | 1.1% | ||
| Q1 25 | 0.9% | 0.9% | ||
| Q4 24 | 1.4% | 0.3% | ||
| Q3 24 | 1.1% | 0.4% | ||
| Q2 24 | 1.2% | 0.6% | ||
| Q1 24 | 0.9% | 1.6% |
现金转化率LCIIPINS
| Q4 25 | 4.22× | 1.41× | ||
| Q3 25 | 1.55× | 3.49× | ||
| Q2 25 | 1.95× | 5.36× | ||
| Q1 25 | 0.86× | 40.77× | ||
| Q4 24 | 11.17× | 0.14× | ||
| Q3 24 | 2.20× | 8.12× | ||
| Q2 24 | 3.15× | 11.98× | ||
| 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% |
PINS
| United States And Canada | $944.3M | 72% |
| Other | $375.0M | 28% |
