vs
LCI INDUSTRIES（LCII）与Rithm Capital Corp.（RITM）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Rithm Capital Corp.的1.1倍（$932.7M vs $828.2M），Rithm Capital Corp.净利率更高（13.2% vs 2.0%，领先11.2%），LCI INDUSTRIES同比增速更快（16.1% vs -40.0%），过去两年LCI INDUSTRIES的营收复合增速更高（-1.8% vs -17.9%）
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。
Rithm Capital Corp.是总部位于美国纽约的投资管理机构，核心业务聚焦房地产投资与另类资产投资，依托专业的投研团队和成熟的市场运营经验，为合作伙伴及投资者提供优质的资产配置解决方案与长期收益回报。
LCII vs RITM — 直观对比
营收规模更大
LCII
是对方的1.1倍
$828.2M
营收增速更快
LCII
高出56.1%
-40.0%
净利率更高
RITM
高出11.2%
2.0%
两年增速更快
LCII
近两年复合增速
-17.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $932.7M | $828.2M |
| 净利润 | $18.7M | $109.5M |
| 毛利率 | 22.1% | — |
| 营业利润率 | 3.8% | — |
| 净利率 | 2.0% | 13.2% |
| 营收同比 | 16.1% | -40.0% |
| 净利润同比 | 95.7% | 20.9% |
| 每股收益（稀释后） | $0.79 | $0.12 |
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LCIIRITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | $932.7M | $1.5B | ||
| Q3 25 | $1.0B | $1.1B | ||
| Q2 25 | $1.1B | $1.2B | ||
| Q1 25 | $1.0B | $768.4M | ||
| Q4 24 | $803.1M | $2.1B | ||
| Q3 24 | $915.5M | $619.5M | ||
| Q2 24 | $1.1B | $1.2B |
净利润LCIIRITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | $18.7M | $85.0M | ||
| Q3 25 | $62.5M | $221.5M | ||
| Q2 25 | $57.6M | $311.7M | ||
| Q1 25 | $49.4M | $78.8M | ||
| Q4 24 | $9.5M | $290.2M | ||
| Q3 24 | $35.6M | $121.7M | ||
| Q2 24 | $61.2M | $235.6M |
毛利率LCIIRITM
| Q1 26 | — | — | ||
| Q4 25 | 22.1% | — | ||
| Q3 25 | 24.4% | — | ||
| Q2 25 | 24.4% | — | ||
| Q1 25 | 24.1% | — | ||
| Q4 24 | 21.1% | — | ||
| Q3 24 | 24.0% | — | ||
| Q2 24 | 25.3% | — |
营业利润率LCIIRITM
| Q1 26 | — | — | ||
| Q4 25 | 3.8% | 13.8% | ||
| Q3 25 | 7.3% | 21.4% | ||
| Q2 25 | 7.9% | 25.2% | ||
| Q1 25 | 7.8% | 7.4% | ||
| Q4 24 | 2.0% | 23.8% | ||
| Q3 24 | 5.9% | 7.3% | ||
| Q2 24 | 8.6% | 23.6% |
净利率LCIIRITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | 2.0% | 5.7% | ||
| Q3 25 | 6.0% | 20.0% | ||
| Q2 25 | 5.2% | 25.6% | ||
| Q1 25 | 4.7% | 10.3% | ||
| Q4 24 | 1.2% | 14.0% | ||
| Q3 24 | 3.9% | 19.7% | ||
| Q2 24 | 5.8% | 19.2% |
每股收益（稀释后）LCIIRITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | $0.79 | $0.09 | ||
| Q3 25 | $2.55 | $0.35 | ||
| Q2 25 | $2.29 | $0.53 | ||
| Q1 25 | $1.94 | $0.07 | ||
| Q4 24 | $0.37 | $0.50 | ||
| Q3 24 | $1.39 | $0.20 | ||
| Q2 24 | $2.40 | $0.43 |
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 | — |
| 总债务越低越好 | $945.2M | — |
| 股东权益账面价值 | $1.4B | $9.1B |
| 总资产 | $3.2B | $53.4B |
| 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LCIIRITM
| Q1 26 | — | — | ||
| Q4 25 | $222.6M | $1.8B | ||
| Q3 25 | $199.7M | $1.6B | ||
| Q2 25 | $191.9M | $1.6B | ||
| Q1 25 | $231.2M | $1.5B | ||
| Q4 24 | $165.8M | $1.5B | ||
| Q3 24 | $161.2M | $1.6B | ||
| Q2 24 | $130.4M | $1.2B |
总债务LCIIRITM
| Q1 26 | — | — | ||
| Q4 25 | $945.2M | $35.4B | ||
| Q3 25 | $947.8M | $32.2B | ||
| Q2 25 | $948.0M | $31.2B | ||
| Q1 25 | $938.3M | $32.2B | ||
| Q4 24 | $757.3M | $32.6B | ||
| Q3 24 | $822.5M | $29.6B | ||
| Q2 24 | $829.7M | $30.1B |
股东权益LCIIRITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $1.4B | $8.4B | ||
| Q3 25 | $1.4B | $8.5B | ||
| Q2 25 | $1.4B | $7.9B | ||
| Q1 25 | $1.4B | $7.8B | ||
| Q4 24 | $1.4B | $7.8B | ||
| Q3 24 | $1.4B | $7.7B | ||
| Q2 24 | $1.4B | $7.3B |
总资产LCIIRITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | $3.2B | $53.1B | ||
| Q3 25 | $3.2B | $47.2B | ||
| Q2 25 | $3.2B | $44.3B | ||
| Q1 25 | $3.1B | $45.3B | ||
| Q4 24 | $2.9B | $46.0B | ||
| Q3 24 | $3.0B | $42.3B | ||
| Q2 24 | $3.0B | $42.0B |
负债/权益比LCIIRITM
| Q1 26 | — | — | ||
| Q4 25 | 0.69× | 4.20× | ||
| Q3 25 | 0.70× | 3.79× | ||
| Q2 25 | 0.68× | 3.92× | ||
| Q1 25 | 0.69× | 4.14× | ||
| Q4 24 | 0.55× | 4.18× | ||
| Q3 24 | 0.58× | 3.87× | ||
| Q2 24 | 0.60× | 4.10× |
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LCIIRITM
| Q1 26 | — | — | ||
| Q4 25 | $78.9M | $-114.6M | ||
| Q3 25 | $97.2M | $-2.0B | ||
| Q2 25 | $112.2M | $-557.1M | ||
| Q1 25 | $42.7M | $1.4B | ||
| Q4 24 | $106.6M | $-1.8B | ||
| Q3 24 | $78.4M | $768.1M | ||
| Q2 24 | $192.9M | $-55.7M |
自由现金流LCIIRITM
| 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 | — | ||
| Q2 24 | $180.2M | — |
自由现金流率LCIIRITM
| 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% | — | ||
| Q2 24 | 17.1% | — |
资本支出强度LCIIRITM
| 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% | — | ||
| Q2 24 | 1.2% | — |
现金转化率LCIIRITM
| Q1 26 | — | — | ||
| Q4 25 | 4.22× | -1.35× | ||
| Q3 25 | 1.55× | -9.22× | ||
| Q2 25 | 1.95× | -1.79× | ||
| Q1 25 | 0.86× | 18.03× | ||
| Q4 24 | 11.17× | -6.04× | ||
| Q3 24 | 2.20× | 6.31× | ||
| Q2 24 | 3.15× | -0.24× |
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% |
RITM
| Servicing revenue, net | $375.1M | 45% |
| Other | $234.9M | 28% |
| Gain on originated residential mortgage loans, held-for-sale, net | $195.0M | 24% |
| Other revenue | $23.3M | 3% |
