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LCI INDUSTRIES（LCII）与Royalty Pharma plc（RPRX）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Royalty Pharma plc的1.5倍（$932.7M vs $622.0M），Royalty Pharma plc净利率更高（34.4% vs 2.0%，领先32.4%），LCI INDUSTRIES同比增速更快（16.1% vs 4.8%），过去两年Royalty Pharma plc的营收复合增速更高（4.6% 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。
本公司是总部位于美国马萨诸塞州剑桥市的临床阶段生物制药企业，专注于研发可调节转化生长因子β（TGF-β）超家族蛋白的药物，该类蛋白在红细胞、肌肉、骨骼、血管等细胞与组织的生长修复过程中发挥核心作用。
LCII vs RPRX — 直观对比
营收规模更大
LCII
是对方的1.5倍
$622.0M
营收增速更快
LCII
高出11.4%
4.8%
净利率更高
RPRX
高出32.4%
2.0%
两年增速更快
RPRX
近两年复合增速
-1.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $932.7M | $622.0M |
| 净利润 | $18.7M | $214.2M |
| 毛利率 | 22.1% | — |
| 营业利润率 | 3.8% | 62.4% |
| 净利率 | 2.0% | 34.4% |
| 营收同比 | 16.1% | 4.8% |
| 净利润同比 | 95.7% | 2.9% |
| 每股收益（稀释后） | $0.79 | $0.49 |
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LCIIRPRX
| Q4 25 | $932.7M | $622.0M | ||
| Q3 25 | $1.0B | $609.3M | ||
| Q2 25 | $1.1B | $578.7M | ||
| Q1 25 | $1.0B | $568.2M | ||
| Q4 24 | $803.1M | $593.6M | ||
| Q3 24 | $915.5M | $564.7M | ||
| Q2 24 | $1.1B | $537.3M | ||
| Q1 24 | $968.0M | $568.0M |
净利润LCIIRPRX
| Q4 25 | $18.7M | $214.2M | ||
| Q3 25 | $62.5M | $288.2M | ||
| Q2 25 | $57.6M | $30.2M | ||
| Q1 25 | $49.4M | $238.3M | ||
| Q4 24 | $9.5M | $208.2M | ||
| Q3 24 | $35.6M | $544.0M | ||
| Q2 24 | $61.2M | $102.0M | ||
| Q1 24 | $36.5M | $4.8M |
毛利率LCIIRPRX
| 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% | — | ||
| Q1 24 | 23.1% | — |
营业利润率LCIIRPRX
| Q4 25 | 3.8% | 62.4% | ||
| Q3 25 | 7.3% | 70.1% | ||
| Q2 25 | 7.9% | 36.3% | ||
| Q1 25 | 7.8% | 94.0% | ||
| Q4 24 | 2.0% | 60.9% | ||
| Q3 24 | 5.9% | — | ||
| Q2 24 | 8.6% | 50.2% | ||
| Q1 24 | 6.0% | -13.0% |
净利率LCIIRPRX
| Q4 25 | 2.0% | 34.4% | ||
| Q3 25 | 6.0% | 47.3% | ||
| Q2 25 | 5.2% | 5.2% | ||
| Q1 25 | 4.7% | 41.9% | ||
| Q4 24 | 1.2% | 35.1% | ||
| Q3 24 | 3.9% | 96.3% | ||
| Q2 24 | 5.8% | 19.0% | ||
| Q1 24 | 3.8% | 0.8% |
每股收益（稀释后）LCIIRPRX
| Q4 25 | $0.79 | $0.49 | ||
| Q3 25 | $2.55 | $0.67 | ||
| Q2 25 | $2.29 | $0.07 | ||
| Q1 25 | $1.94 | $0.55 | ||
| Q4 24 | $0.37 | $0.46 | ||
| Q3 24 | $1.39 | $1.21 | ||
| Q2 24 | $2.40 | $0.23 | ||
| Q1 24 | $1.44 | $0.01 |
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 | $618.7M |
| 总债务越低越好 | $945.2M | $9.0B |
| 股东权益账面价值 | $1.4B | $9.7B |
| 总资产 | $3.2B | $19.6B |
| 负债/权益比越低杠杆越低 | 0.69× | 0.92× |
8季度趋势，按日历期对齐
现金及短期投资LCIIRPRX
| Q4 25 | $222.6M | $618.7M | ||
| Q3 25 | $199.7M | $938.9M | ||
| Q2 25 | $191.9M | $631.9M | ||
| Q1 25 | $231.2M | $1.1B | ||
| Q4 24 | $165.8M | $929.0M | ||
| Q3 24 | $161.2M | $950.1M | ||
| Q2 24 | $130.4M | $1.8B | ||
| Q1 24 | $22.6M | $843.0M |
总债务LCIIRPRX
| Q4 25 | $945.2M | $9.0B | ||
| Q3 25 | $947.8M | $8.9B | ||
| Q2 25 | $948.0M | $8.0B | ||
| Q1 25 | $938.3M | $7.6B | ||
| Q4 24 | $757.3M | $7.6B | ||
| Q3 24 | $822.5M | $7.6B | ||
| Q2 24 | $829.7M | $7.6B | ||
| Q1 24 | $855.3M | $6.1B |
股东权益LCIIRPRX
| Q4 25 | $1.4B | $9.7B | ||
| Q3 25 | $1.4B | $9.6B | ||
| Q2 25 | $1.4B | $9.5B | ||
| Q1 25 | $1.4B | $9.8B | ||
| Q4 24 | $1.4B | $10.3B | ||
| Q3 24 | $1.4B | $10.3B | ||
| Q2 24 | $1.4B | $9.8B | ||
| Q1 24 | $1.4B | $9.9B |
总资产LCIIRPRX
| Q4 25 | $3.2B | $19.6B | ||
| Q3 25 | $3.2B | $19.3B | ||
| Q2 25 | $3.2B | $18.3B | ||
| Q1 25 | $3.1B | $17.6B | ||
| Q4 24 | $2.9B | $18.2B | ||
| Q3 24 | $3.0B | $18.0B | ||
| Q2 24 | $3.0B | $17.7B | ||
| Q1 24 | $3.0B | $16.1B |
负债/权益比LCIIRPRX
| Q4 25 | 0.69× | 0.92× | ||
| Q3 25 | 0.70× | 0.93× | ||
| Q2 25 | 0.68× | 0.84× | ||
| Q1 25 | 0.69× | 0.78× | ||
| Q4 24 | 0.55× | 0.74× | ||
| Q3 24 | 0.58× | 0.74× | ||
| Q2 24 | 0.60× | 0.78× | ||
| Q1 24 | 0.63× | 0.62× |
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 | $827.1M |
| 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× | 3.86× |
| 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LCIIRPRX
| Q4 25 | $78.9M | $827.1M | ||
| Q3 25 | $97.2M | $702.6M | ||
| Q2 25 | $112.2M | $364.0M | ||
| Q1 25 | $42.7M | $596.1M | ||
| Q4 24 | $106.6M | $742.5M | ||
| Q3 24 | $78.4M | $703.6M | ||
| Q2 24 | $192.9M | $658.2M | ||
| Q1 24 | $-7.7M | $664.6M |
自由现金流LCIIRPRX
| 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LCIIRPRX
| 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LCIIRPRX
| 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LCIIRPRX
| Q4 25 | 4.22× | 3.86× | ||
| Q3 25 | 1.55× | 2.44× | ||
| Q2 25 | 1.95× | 12.06× | ||
| Q1 25 | 0.86× | 2.50× | ||
| Q4 24 | 11.17× | 3.57× | ||
| Q3 24 | 2.20× | 1.29× | ||
| Q2 24 | 3.15× | 6.45× | ||
| Q1 24 | -0.21× | 139.10× |
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% |
RPRX
| Financial Royalty Assets | $592.4M | 95% |
| Royalty Income Other | $29.6M | 5% |
