vs
LCI INDUSTRIES（LCII）与瑞思迈（RMD）财务数据对比。点击上方公司名可切换其他公司
瑞思迈的季度营收约是LCI INDUSTRIES的1.5倍（$1.4B vs $932.7M），瑞思迈净利率更高（27.6% vs 2.0%，领先25.6%），LCI INDUSTRIES同比增速更快（16.1% vs 11.0%），过去两年瑞思迈的营收复合增速更高（7.9% 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。
瑞思迈是一家起源于澳大利亚、总部位于美国加利福尼亚州圣迭戈的医疗设备企业，主打可接入云端的呼吸类医疗设备，用于治疗睡眠呼吸暂停、慢性阻塞性肺病等呼吸道疾病，新冠疫情期间曾大量生产呼吸机等设备助力患者救治。
LCII vs RMD — 直观对比
营收规模更大
RMD
是对方的1.5倍
$932.7M
营收增速更快
LCII
高出5.2%
11.0%
净利率更高
RMD
高出25.6%
2.0%
两年增速更快
RMD
近两年复合增速
-1.8%
损益表 — Q4 FY2025 vs Q4 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $932.7M | $1.4B |
| 净利润 | $18.7M | $392.6M |
| 毛利率 | 22.1% | 61.8% |
| 营业利润率 | 3.8% | 34.6% |
| 净利率 | 2.0% | 27.6% |
| 营收同比 | 16.1% | 11.0% |
| 净利润同比 | 95.7% | 13.9% |
| 每股收益（稀释后） | $0.79 | $2.68 |
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LCIIRMD
| Q2 26 | — | $1.4B | ||
| Q4 25 | $932.7M | $1.4B | ||
| Q3 25 | $1.0B | $1.3B | ||
| Q2 25 | $1.1B | $1.3B | ||
| Q1 25 | $1.0B | $1.3B | ||
| Q4 24 | $803.1M | $1.3B | ||
| Q3 24 | $915.5M | $1.2B | ||
| Q2 24 | $1.1B | $1.2B |
净利润LCIIRMD
| Q2 26 | — | $392.6M | ||
| Q4 25 | $18.7M | $392.6M | ||
| Q3 25 | $62.5M | $348.5M | ||
| Q2 25 | $57.6M | $379.7M | ||
| Q1 25 | $49.4M | $365.0M | ||
| Q4 24 | $9.5M | $344.6M | ||
| Q3 24 | $35.6M | $311.4M | ||
| Q2 24 | $61.2M | $292.2M |
毛利率LCIIRMD
| Q2 26 | — | 61.8% | ||
| Q4 25 | 22.1% | 61.8% | ||
| Q3 25 | 24.4% | 61.5% | ||
| Q2 25 | 24.4% | 60.8% | ||
| Q1 25 | 24.1% | 59.3% | ||
| Q4 24 | 21.1% | 58.6% | ||
| Q3 24 | 24.0% | 58.6% | ||
| Q2 24 | 25.3% | 58.5% |
营业利润率LCIIRMD
| Q2 26 | — | 34.6% | ||
| Q4 25 | 3.8% | 34.6% | ||
| Q3 25 | 7.3% | 33.4% | ||
| Q2 25 | 7.9% | 33.7% | ||
| Q1 25 | 7.8% | 33.0% | ||
| Q4 24 | 2.0% | 32.5% | ||
| Q3 24 | 5.9% | 31.6% | ||
| Q2 24 | 8.6% | 31.2% |
净利率LCIIRMD
| Q2 26 | — | 27.6% | ||
| Q4 25 | 2.0% | 27.6% | ||
| Q3 25 | 6.0% | 26.1% | ||
| Q2 25 | 5.2% | 28.2% | ||
| Q1 25 | 4.7% | 28.3% | ||
| Q4 24 | 1.2% | 26.9% | ||
| Q3 24 | 3.9% | 25.4% | ||
| Q2 24 | 5.8% | 23.9% |
每股收益（稀释后）LCIIRMD
| Q2 26 | — | $2.68 | ||
| Q4 25 | $0.79 | $2.68 | ||
| Q3 25 | $2.55 | $2.37 | ||
| Q2 25 | $2.29 | $2.58 | ||
| Q1 25 | $1.94 | $2.48 | ||
| Q4 24 | $0.37 | $2.34 | ||
| Q3 24 | $1.39 | $2.11 | ||
| Q2 24 | $2.40 | $1.97 |
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 | $1.4B |
| 总债务越低越好 | $945.2M | $663.8M |
| 股东权益账面价值 | $1.4B | $6.3B |
| 总资产 | $3.2B | $8.5B |
| 负债/权益比越低杠杆越低 | 0.69× | 0.11× |
8季度趋势，按日历期对齐
现金及短期投资LCIIRMD
| Q2 26 | — | $1.4B | ||
| Q4 25 | $222.6M | $1.4B | ||
| Q3 25 | $199.7M | $1.4B | ||
| Q2 25 | $191.9M | $1.2B | ||
| Q1 25 | $231.2M | $932.7M | ||
| Q4 24 | $165.8M | $521.9M | ||
| Q3 24 | $161.2M | $426.4M | ||
| Q2 24 | $130.4M | $238.4M |
总债务LCIIRMD
| Q2 26 | — | $663.8M | ||
| Q4 25 | $945.2M | $403.9M | ||
| Q3 25 | $947.8M | $408.7M | ||
| Q2 25 | $948.0M | $658.4M | ||
| Q1 25 | $938.3M | $663.1M | ||
| Q4 24 | $757.3M | $662.9M | ||
| Q3 24 | $822.5M | $667.6M | ||
| Q2 24 | $829.7M | $697.3M |
股东权益LCIIRMD
| Q2 26 | — | $6.3B | ||
| Q4 25 | $1.4B | $6.3B | ||
| Q3 25 | $1.4B | $6.1B | ||
| Q2 25 | $1.4B | $6.0B | ||
| Q1 25 | $1.4B | $5.5B | ||
| Q4 24 | $1.4B | $5.3B | ||
| Q3 24 | $1.4B | $5.2B | ||
| Q2 24 | $1.4B | $4.9B |
总资产LCIIRMD
| Q2 26 | — | $8.5B | ||
| Q4 25 | $3.2B | $8.5B | ||
| Q3 25 | $3.2B | $8.3B | ||
| Q2 25 | $3.2B | $8.2B | ||
| Q1 25 | $3.1B | $7.6B | ||
| Q4 24 | $2.9B | $7.1B | ||
| Q3 24 | $3.0B | $7.2B | ||
| Q2 24 | $3.0B | $6.9B |
负债/权益比LCIIRMD
| Q2 26 | — | 0.11× | ||
| Q4 25 | 0.69× | 0.06× | ||
| Q3 25 | 0.70× | 0.07× | ||
| Q2 25 | 0.68× | 0.11× | ||
| Q1 25 | 0.69× | 0.12× | ||
| Q4 24 | 0.55× | 0.13× | ||
| Q3 24 | 0.58× | 0.13× | ||
| Q2 24 | 0.60× | 0.14× |
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LCIIRMD
| Q2 26 | — | — | ||
| Q4 25 | $78.9M | $339.7M | ||
| Q3 25 | $97.2M | $457.3M | ||
| Q2 25 | $112.2M | $538.8M | ||
| Q1 25 | $42.7M | $578.7M | ||
| Q4 24 | $106.6M | $308.6M | ||
| Q3 24 | $78.4M | $325.5M | ||
| Q2 24 | $192.9M | $440.1M |
自由现金流LCIIRMD
| Q2 26 | — | — | ||
| Q4 25 | $64.3M | $311.2M | ||
| Q3 25 | $80.9M | $414.4M | ||
| Q2 25 | $99.5M | $508.2M | ||
| Q1 25 | $33.7M | $557.9M | ||
| Q4 24 | $95.7M | $288.0M | ||
| Q3 24 | $68.3M | $307.7M | ||
| Q2 24 | $180.2M | $415.2M |
自由现金流率LCIIRMD
| Q2 26 | — | — | ||
| Q4 25 | 6.9% | 21.9% | ||
| Q3 25 | 7.8% | 31.0% | ||
| Q2 25 | 9.0% | 37.7% | ||
| Q1 25 | 3.2% | 43.2% | ||
| Q4 24 | 11.9% | 22.5% | ||
| Q3 24 | 7.5% | 25.1% | ||
| Q2 24 | 17.1% | 33.9% |
资本支出强度LCIIRMD
| Q2 26 | — | — | ||
| Q4 25 | 1.6% | 2.0% | ||
| Q3 25 | 1.6% | 3.2% | ||
| Q2 25 | 1.2% | 2.3% | ||
| Q1 25 | 0.9% | 1.6% | ||
| Q4 24 | 1.4% | 1.6% | ||
| Q3 24 | 1.1% | 1.5% | ||
| Q2 24 | 1.2% | 2.0% |
现金转化率LCIIRMD
| Q2 26 | — | — | ||
| Q4 25 | 4.22× | 0.87× | ||
| Q3 25 | 1.55× | 1.31× | ||
| Q2 25 | 1.95× | 1.42× | ||
| Q1 25 | 0.86× | 1.59× | ||
| Q4 24 | 11.17× | 0.90× | ||
| Q3 24 | 2.20× | 1.05× | ||
| Q2 24 | 3.15× | 1.51× |
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% |
RMD
暂无分部数据
