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LCI INDUSTRIES（LCII）与PLEXUS CORP（PLXS）财务数据对比。点击上方公司名可切换其他公司
PLEXUS CORP的季度营收约是LCI INDUSTRIES的1.2倍（$1.2B vs $932.7M），PLEXUS CORP净利率更高（4.3% vs 2.0%，领先2.3%），PLEXUS CORP同比增速更快（18.7% vs 16.1%），过去两年PLEXUS CORP的营收复合增速更高（7.2% 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。
Plexus Corp是总部位于美国密歇根州特洛伊市的软件企业，专注于开发及推广Plex制造云产品，这是一款面向制造行业的SaaS模式云计算ERP解决方案，可助力制造企业实现数字化运营管理升级。
LCII vs PLXS — 直观对比
营收规模更大
PLXS
是对方的1.2倍
$932.7M
营收增速更快
PLXS
高出2.6%
16.1%
净利率更高
PLXS
高出2.3%
2.0%
两年增速更快
PLXS
近两年复合增速
-1.8%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $932.7M | $1.2B |
| 净利润 | $18.7M | $49.8M |
| 毛利率 | 22.1% | 10.2% |
| 营业利润率 | 3.8% | 5.3% |
| 净利率 | 2.0% | 4.3% |
| 营收同比 | 16.1% | 18.7% |
| 净利润同比 | 95.7% | 27.5% |
| 每股收益（稀释后） | $0.79 | $1.82 |
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LCIIPLXS
| Q2 26 | — | $1.2B | ||
| Q1 26 | — | $1.1B | ||
| Q4 25 | $932.7M | — | ||
| Q3 25 | $1.0B | — | ||
| Q2 25 | $1.1B | — | ||
| Q1 25 | $1.0B | — | ||
| Q4 24 | $803.1M | — | ||
| Q3 24 | $915.5M | — |
净利润LCIIPLXS
| Q2 26 | — | $49.8M | ||
| Q1 26 | — | $41.2M | ||
| Q4 25 | $18.7M | — | ||
| Q3 25 | $62.5M | — | ||
| Q2 25 | $57.6M | — | ||
| Q1 25 | $49.4M | — | ||
| Q4 24 | $9.5M | — | ||
| Q3 24 | $35.6M | — |
毛利率LCIIPLXS
| Q2 26 | — | 10.2% | ||
| Q1 26 | — | 9.9% | ||
| Q4 25 | 22.1% | — | ||
| Q3 25 | 24.4% | — | ||
| Q2 25 | 24.4% | — | ||
| Q1 25 | 24.1% | — | ||
| Q4 24 | 21.1% | — | ||
| Q3 24 | 24.0% | — |
营业利润率LCIIPLXS
| Q2 26 | — | 5.3% | ||
| Q1 26 | — | 5.1% | ||
| Q4 25 | 3.8% | — | ||
| Q3 25 | 7.3% | — | ||
| Q2 25 | 7.9% | — | ||
| Q1 25 | 7.8% | — | ||
| Q4 24 | 2.0% | — | ||
| Q3 24 | 5.9% | — |
净利率LCIIPLXS
| Q2 26 | — | 4.3% | ||
| Q1 26 | — | 3.8% | ||
| Q4 25 | 2.0% | — | ||
| Q3 25 | 6.0% | — | ||
| Q2 25 | 5.2% | — | ||
| Q1 25 | 4.7% | — | ||
| Q4 24 | 1.2% | — | ||
| Q3 24 | 3.9% | — |
每股收益（稀释后）LCIIPLXS
| Q2 26 | — | $1.82 | ||
| Q1 26 | — | $1.51 | ||
| Q4 25 | $0.79 | — | ||
| Q3 25 | $2.55 | — | ||
| Q2 25 | $2.29 | — | ||
| Q1 25 | $1.94 | — | ||
| Q4 24 | $0.37 | — | ||
| Q3 24 | $1.39 | — |
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 | $303.1M |
| 总债务越低越好 | $945.2M | — |
| 股东权益账面价值 | $1.4B | $1.5B |
| 总资产 | $3.2B | $3.4B |
| 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LCIIPLXS
| Q2 26 | — | $303.1M | ||
| Q1 26 | — | $248.8M | ||
| Q4 25 | $222.6M | — | ||
| Q3 25 | $199.7M | — | ||
| Q2 25 | $191.9M | — | ||
| Q1 25 | $231.2M | — | ||
| Q4 24 | $165.8M | — | ||
| Q3 24 | $161.2M | — |
总债务LCIIPLXS
| Q2 26 | — | — | ||
| 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 | — |
股东权益LCIIPLXS
| Q2 26 | — | $1.5B | ||
| Q1 26 | — | $1.5B | ||
| Q4 25 | $1.4B | — | ||
| Q3 25 | $1.4B | — | ||
| Q2 25 | $1.4B | — | ||
| Q1 25 | $1.4B | — | ||
| Q4 24 | $1.4B | — | ||
| Q3 24 | $1.4B | — |
总资产LCIIPLXS
| Q2 26 | — | $3.4B | ||
| Q1 26 | — | $3.2B | ||
| Q4 25 | $3.2B | — | ||
| Q3 25 | $3.2B | — | ||
| Q2 25 | $3.2B | — | ||
| Q1 25 | $3.1B | — | ||
| Q4 24 | $2.9B | — | ||
| Q3 24 | $3.0B | — |
负债/权益比LCIIPLXS
| Q2 26 | — | — | ||
| 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× | — |
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 | — |
| 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LCIIPLXS
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $78.9M | — | ||
| Q3 25 | $97.2M | — | ||
| Q2 25 | $112.2M | — | ||
| Q1 25 | $42.7M | — | ||
| Q4 24 | $106.6M | — | ||
| Q3 24 | $78.4M | — |
自由现金流LCIIPLXS
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $64.3M | — | ||
| Q3 25 | $80.9M | — | ||
| Q2 25 | $99.5M | — | ||
| Q1 25 | $33.7M | — | ||
| Q4 24 | $95.7M | — | ||
| Q3 24 | $68.3M | — |
自由现金流率LCIIPLXS
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 6.9% | — | ||
| Q3 25 | 7.8% | — | ||
| Q2 25 | 9.0% | — | ||
| Q1 25 | 3.2% | — | ||
| Q4 24 | 11.9% | — | ||
| Q3 24 | 7.5% | — |
资本支出强度LCIIPLXS
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 1.6% | — | ||
| Q3 25 | 1.6% | — | ||
| Q2 25 | 1.2% | — | ||
| Q1 25 | 0.9% | — | ||
| Q4 24 | 1.4% | — | ||
| Q3 24 | 1.1% | — |
现金转化率LCIIPLXS
| Q2 26 | — | — | ||
| 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× | — |
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% |
PLXS
| Asia-Pacific | $652.0M | 56% |
| Americas | $397.0M | 34% |
| Europe, Middle East and Africa | $116.0M | 10% |
