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LCI INDUSTRIES(LCII)与帕兰提尔科技(PLTR)财务数据对比。点击上方公司名可切换其他公司
帕兰提尔科技的季度营收约是LCI INDUSTRIES的1.8倍($1.6B vs $932.7M),帕兰提尔科技净利率更高(53.3% vs 2.0%,领先51.3%),帕兰提尔科技同比增速更快(84.7% vs 16.1%),过去两年帕兰提尔科技的营收复合增速更高(55.2% 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。
帕兰提尔科技是美国上市企业,专注研发数据集成与分析平台,为政府机构、军方及各行业企业提供多源数据整合分析能力。旗下核心产品Gotham与Foundry可打通相互孤立的数据库,广泛支撑情报作业、反恐分析、执法工作及企业级数据分析场景。
LCII vs PLTR — 直观对比
营收规模更大
PLTR
是对方的1.8倍
$932.7M
营收增速更快
PLTR
高出68.6%
16.1%
净利率更高
PLTR
高出51.3%
2.0%
两年增速更快
PLTR
近两年复合增速
-1.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $932.7M | $1.6B |
| 净利润 | $18.7M | $870.5M |
| 毛利率 | 22.1% | 86.8% |
| 营业利润率 | 3.8% | 46.2% |
| 净利率 | 2.0% | 53.3% |
| 营收同比 | 16.1% | 84.7% |
| 净利润同比 | 95.7% | 306.7% |
| 每股收益(稀释后) | $0.79 | $0.34 |
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
LCII
PLTR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $932.7M | $1.4B | ||
| Q3 25 | $1.0B | $1.2B | ||
| Q2 25 | $1.1B | $1.0B | ||
| Q1 25 | $1.0B | $883.9M | ||
| Q4 24 | $803.1M | $827.5M | ||
| Q3 24 | $915.5M | $725.5M | ||
| Q2 24 | $1.1B | $678.1M |
净利润
LCII
PLTR
| Q1 26 | — | $870.5M | ||
| Q4 25 | $18.7M | $608.7M | ||
| Q3 25 | $62.5M | $475.6M | ||
| Q2 25 | $57.6M | $326.7M | ||
| Q1 25 | $49.4M | $214.0M | ||
| Q4 24 | $9.5M | $79.0M | ||
| Q3 24 | $35.6M | $143.5M | ||
| Q2 24 | $61.2M | $134.1M |
毛利率
LCII
PLTR
| Q1 26 | — | 86.8% | ||
| Q4 25 | 22.1% | 84.6% | ||
| Q3 25 | 24.4% | 82.4% | ||
| Q2 25 | 24.4% | 80.8% | ||
| Q1 25 | 24.1% | 80.4% | ||
| Q4 24 | 21.1% | 78.9% | ||
| Q3 24 | 24.0% | 79.8% | ||
| Q2 24 | 25.3% | 81.0% |
营业利润率
LCII
PLTR
| Q1 26 | — | 46.2% | ||
| Q4 25 | 3.8% | 40.9% | ||
| Q3 25 | 7.3% | 33.3% | ||
| Q2 25 | 7.9% | 26.8% | ||
| Q1 25 | 7.8% | 19.9% | ||
| Q4 24 | 2.0% | 1.3% | ||
| Q3 24 | 5.9% | 15.6% | ||
| Q2 24 | 8.6% | 15.5% |
净利率
LCII
PLTR
| Q1 26 | — | 53.3% | ||
| Q4 25 | 2.0% | 43.3% | ||
| Q3 25 | 6.0% | 40.3% | ||
| Q2 25 | 5.2% | 32.6% | ||
| Q1 25 | 4.7% | 24.2% | ||
| Q4 24 | 1.2% | 9.5% | ||
| Q3 24 | 3.9% | 19.8% | ||
| Q2 24 | 5.8% | 19.8% |
每股收益(稀释后)
LCII
PLTR
| Q1 26 | — | $0.34 | ||
| Q4 25 | $0.79 | $0.24 | ||
| Q3 25 | $2.55 | $0.18 | ||
| Q2 25 | $2.29 | $0.13 | ||
| Q1 25 | $1.94 | $0.08 | ||
| Q4 24 | $0.37 | $0.03 | ||
| Q3 24 | $1.39 | $0.06 | ||
| Q2 24 | $2.40 | $0.06 |
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 | $2.3B |
| 总债务越低越好 | $945.2M | — |
| 股东权益账面价值 | $1.4B | $8.6B |
| 总资产 | $3.2B | $10.2B |
| 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
LCII
PLTR
| Q1 26 | — | $2.3B | ||
| Q4 25 | $222.6M | $7.2B | ||
| Q3 25 | $199.7M | $6.4B | ||
| Q2 25 | $191.9M | $6.0B | ||
| Q1 25 | $231.2M | $5.4B | ||
| Q4 24 | $165.8M | $5.2B | ||
| Q3 24 | $161.2M | $4.6B | ||
| Q2 24 | $130.4M | $4.0B |
总债务
LCII
PLTR
| 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
LCII
PLTR
| Q1 26 | — | $8.6B | ||
| Q4 25 | $1.4B | $7.4B | ||
| Q3 25 | $1.4B | $6.6B | ||
| Q2 25 | $1.4B | $5.9B | ||
| Q1 25 | $1.4B | $5.4B | ||
| Q4 24 | $1.4B | $5.0B | ||
| Q3 24 | $1.4B | $4.5B | ||
| Q2 24 | $1.4B | $4.1B |
总资产
LCII
PLTR
| Q1 26 | — | $10.2B | ||
| Q4 25 | $3.2B | $8.9B | ||
| Q3 25 | $3.2B | $8.1B | ||
| Q2 25 | $3.2B | $7.4B | ||
| Q1 25 | $3.1B | $6.7B | ||
| Q4 24 | $2.9B | $6.3B | ||
| Q3 24 | $3.0B | $5.8B | ||
| Q2 24 | $3.0B | $5.2B |
负债/权益比
LCII
PLTR
| 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 | $899.2M |
| 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× | 1.03× |
| 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
LCII
PLTR
| Q1 26 | — | $899.2M | ||
| Q4 25 | $78.9M | $777.3M | ||
| Q3 25 | $97.2M | $507.7M | ||
| Q2 25 | $112.2M | $539.3M | ||
| Q1 25 | $42.7M | $310.3M | ||
| Q4 24 | $106.6M | $460.3M | ||
| Q3 24 | $78.4M | $419.8M | ||
| Q2 24 | $192.9M | $144.2M |
自由现金流
LCII
PLTR
| Q1 26 | — | — | ||
| Q4 25 | $64.3M | $764.0M | ||
| Q3 25 | $80.9M | $500.9M | ||
| Q2 25 | $99.5M | $531.6M | ||
| Q1 25 | $33.7M | $304.1M | ||
| Q4 24 | $95.7M | $457.2M | ||
| Q3 24 | $68.3M | $415.8M | ||
| Q2 24 | $180.2M | $141.3M |
自由现金流率
LCII
PLTR
| Q1 26 | — | — | ||
| Q4 25 | 6.9% | 54.3% | ||
| Q3 25 | 7.8% | 42.4% | ||
| Q2 25 | 9.0% | 53.0% | ||
| Q1 25 | 3.2% | 34.4% | ||
| Q4 24 | 11.9% | 55.3% | ||
| Q3 24 | 7.5% | 57.3% | ||
| Q2 24 | 17.1% | 20.8% |
资本支出强度
LCII
PLTR
| Q1 26 | — | — | ||
| Q4 25 | 1.6% | 0.9% | ||
| Q3 25 | 1.6% | 0.6% | ||
| Q2 25 | 1.2% | 0.8% | ||
| Q1 25 | 0.9% | 0.7% | ||
| Q4 24 | 1.4% | 0.4% | ||
| Q3 24 | 1.1% | 0.5% | ||
| Q2 24 | 1.2% | 0.4% |
现金转化率
LCII
PLTR
| Q1 26 | — | 1.03× | ||
| Q4 25 | 4.22× | 1.28× | ||
| Q3 25 | 1.55× | 1.07× | ||
| Q2 25 | 1.95× | 1.65× | ||
| Q1 25 | 0.86× | 1.45× | ||
| Q4 24 | 11.17× | 5.83× | ||
| Q3 24 | 2.20× | 2.92× | ||
| Q2 24 | 3.15× | 1.08× |
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% |
PLTR
暂无分部数据