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LCI INDUSTRIES（LCII）与EPLUS INC（PLUS）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EPLUS INC的1.5倍（$932.7M vs $614.8M），EPLUS INC净利率更高（5.7% vs 2.0%，领先3.7%），EPLUS INC同比增速更快（20.3% vs 16.1%），过去两年EPLUS INC的营收复合增速更高（2.3% 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。
ePlus Inc.是美国的科技咨询解决方案提供商，业务覆盖网络安全、云计算、网络架构、协作办公、人工智能及前沿技术领域，为超5000家客户提供定制化解决方案、专业咨询与托管服务，助力企业实现数字化转型与技术升级。
LCII vs PLUS — 直观对比
营收规模更大
LCII
是对方的1.5倍
$614.8M
营收增速更快
PLUS
高出4.2%
16.1%
净利率更高
PLUS
高出3.7%
2.0%
两年增速更快
PLUS
近两年复合增速
-1.8%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $932.7M | $614.8M |
| 净利润 | $18.7M | $35.1M |
| 毛利率 | 22.1% | 25.8% |
| 营业利润率 | 3.8% | 7.1% |
| 净利率 | 2.0% | 5.7% |
| 营收同比 | 16.1% | 20.3% |
| 净利润同比 | 95.7% | 45.2% |
| 每股收益（稀释后） | $0.79 | $1.33 |
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LCIIPLUS
| Q4 25 | $932.7M | $614.8M | ||
| Q3 25 | $1.0B | $608.8M | ||
| Q2 25 | $1.1B | $637.3M | ||
| Q1 25 | $1.0B | — | ||
| Q4 24 | $803.1M | $493.2M | ||
| Q3 24 | $915.5M | $493.4M | ||
| Q2 24 | $1.1B | $535.7M | ||
| Q1 24 | $968.0M | — |
净利润LCIIPLUS
| Q4 25 | $18.7M | $35.1M | ||
| Q3 25 | $62.5M | $34.9M | ||
| Q2 25 | $57.6M | $37.7M | ||
| Q1 25 | $49.4M | — | ||
| Q4 24 | $9.5M | $24.1M | ||
| Q3 24 | $35.6M | $31.3M | ||
| Q2 24 | $61.2M | $27.3M | ||
| Q1 24 | $36.5M | — |
毛利率LCIIPLUS
| Q4 25 | 22.1% | 25.8% | ||
| Q3 25 | 24.4% | 26.6% | ||
| Q2 25 | 24.4% | 23.3% | ||
| Q1 25 | 24.1% | — | ||
| Q4 24 | 21.1% | 25.4% | ||
| Q3 24 | 24.0% | 25.8% | ||
| Q2 24 | 25.3% | 23.7% | ||
| Q1 24 | 23.1% | — |
营业利润率LCIIPLUS
| Q4 25 | 3.8% | 7.1% | ||
| Q3 25 | 7.3% | 8.0% | ||
| Q2 25 | 7.9% | 5.7% | ||
| Q1 25 | 7.8% | — | ||
| Q4 24 | 2.0% | 3.3% | ||
| Q3 24 | 5.9% | 5.5% | ||
| Q2 24 | 8.6% | 5.9% | ||
| Q1 24 | 6.0% | — |
净利率LCIIPLUS
| Q4 25 | 2.0% | 5.7% | ||
| Q3 25 | 6.0% | 5.7% | ||
| Q2 25 | 5.2% | 5.9% | ||
| Q1 25 | 4.7% | — | ||
| Q4 24 | 1.2% | 4.9% | ||
| Q3 24 | 3.9% | 6.3% | ||
| Q2 24 | 5.8% | 5.1% | ||
| Q1 24 | 3.8% | — |
每股收益（稀释后）LCIIPLUS
| Q4 25 | $0.79 | $1.33 | ||
| Q3 25 | $2.55 | $1.32 | ||
| Q2 25 | $2.29 | $1.43 | ||
| Q1 25 | $1.94 | — | ||
| Q4 24 | $0.37 | $0.91 | ||
| Q3 24 | $1.39 | $1.17 | ||
| Q2 24 | $2.40 | $1.02 | ||
| Q1 24 | $1.44 | — |
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 | $326.3M |
| 总债务越低越好 | $945.2M | — |
| 股东权益账面价值 | $1.4B | $1.1B |
| 总资产 | $3.2B | $1.8B |
| 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LCIIPLUS
| Q4 25 | $222.6M | $326.3M | ||
| Q3 25 | $199.7M | $402.2M | ||
| Q2 25 | $191.9M | $480.2M | ||
| Q1 25 | $231.2M | — | ||
| Q4 24 | $165.8M | $253.1M | ||
| Q3 24 | $161.2M | $187.5M | ||
| Q2 24 | $130.4M | $349.9M | ||
| Q1 24 | $22.6M | — |
总债务LCIIPLUS
| 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LCIIPLUS
| Q4 25 | $1.4B | $1.1B | ||
| Q3 25 | $1.4B | $1.0B | ||
| Q2 25 | $1.4B | $1.0B | ||
| Q1 25 | $1.4B | — | ||
| Q4 24 | $1.4B | $962.3M | ||
| Q3 24 | $1.4B | $947.0M | ||
| Q2 24 | $1.4B | $921.9M | ||
| Q1 24 | $1.4B | — |
总资产LCIIPLUS
| Q4 25 | $3.2B | $1.8B | ||
| Q3 25 | $3.2B | $1.8B | ||
| Q2 25 | $3.2B | $1.8B | ||
| Q1 25 | $3.1B | — | ||
| Q4 24 | $2.9B | $1.8B | ||
| Q3 24 | $3.0B | $1.7B | ||
| Q2 24 | $3.0B | $1.7B | ||
| Q1 24 | $3.0B | — |
负债/权益比LCIIPLUS
| 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 | $-87.4M |
| 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× | -2.49× |
| 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LCIIPLUS
| Q4 25 | $78.9M | $-87.4M | ||
| Q3 25 | $97.2M | $-34.8M | ||
| Q2 25 | $112.2M | $-99.0M | ||
| Q1 25 | $42.7M | — | ||
| Q4 24 | $106.6M | $65.7M | ||
| Q3 24 | $78.4M | $-21.6M | ||
| Q2 24 | $192.9M | $97.1M | ||
| Q1 24 | $-7.7M | — |
自由现金流LCIIPLUS
| Q4 25 | $64.3M | — | ||
| Q3 25 | $80.9M | — | ||
| Q2 25 | $99.5M | — | ||
| Q1 25 | $33.7M | — | ||
| Q4 24 | $95.7M | — | ||
| Q3 24 | $68.3M | — | ||
| Q2 24 | $180.2M | — | ||
| Q1 24 | $-16.3M | — |
自由现金流率LCIIPLUS
| Q4 25 | 6.9% | — | ||
| Q3 25 | 7.8% | — | ||
| Q2 25 | 9.0% | — | ||
| Q1 25 | 3.2% | — | ||
| Q4 24 | 11.9% | — | ||
| Q3 24 | 7.5% | — | ||
| Q2 24 | 17.1% | — | ||
| Q1 24 | -1.7% | — |
资本支出强度LCIIPLUS
| Q4 25 | 1.6% | — | ||
| Q3 25 | 1.6% | — | ||
| Q2 25 | 1.2% | — | ||
| Q1 25 | 0.9% | — | ||
| Q4 24 | 1.4% | — | ||
| Q3 24 | 1.1% | — | ||
| Q2 24 | 1.2% | — | ||
| Q1 24 | 0.9% | — |
现金转化率LCIIPLUS
| Q4 25 | 4.22× | -2.49× | ||
| Q3 25 | 1.55× | -1.00× | ||
| Q2 25 | 1.95× | -2.63× | ||
| Q1 25 | 0.86× | — | ||
| Q4 24 | 11.17× | 2.72× | ||
| Q3 24 | 2.20× | -0.69× | ||
| Q2 24 | 3.15× | 3.55× | ||
| 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% |
PLUS
| All Others Customer End Market | $107.0M | 17% |
| Technology Customer End Market | $89.4M | 15% |
| Health Care Customer End Market | $81.5M | 13% |
| Financial Services Customer End Market | $66.1M | 11% |
| Professional Services Reporting Unit | $64.1M | 10% |
| Security | $61.1M | 10% |
| State And Local Government And Educational Institutions | $59.9M | 10% |
| Managed Services Reporting Unit | $48.8M | 8% |
| Other Product | $21.1M | 3% |
| Collaboration | $13.4M | 2% |
