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LCI INDUSTRIES（LCII）与Rackspace Technology, Inc.（RXT）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Rackspace Technology, Inc.的1.4倍（$932.7M vs $682.8M），LCI INDUSTRIES净利率更高（2.0% vs -4.8%，领先6.8%），LCI INDUSTRIES同比增速更快（16.1% vs -0.4%），LCI INDUSTRIES自由现金流更多（$64.3M vs $56.0M），过去两年Rackspace Technology, Inc.的营收复合增速更高（-0.6% 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。
Rackspace Technology, Inc.是总部位于美国得克萨斯州圣安东尼奥的云计算企业，在弗吉尼亚州雷斯顿以及澳大利亚、加拿大、英国、印度、迪拜、瑞士、荷兰、德国、新加坡、墨西哥、中国香港等多个国家和地区设有办事处，数据中心分布于全球多个主要城市，为客户提供专业的云计算相关服务。
LCII vs RXT — 直观对比
营收规模更大
LCII
是对方的1.4倍
$682.8M
营收增速更快
LCII
高出16.5%
-0.4%
净利率更高
LCII
高出6.8%
-4.8%
自由现金流更多
LCII
多$8.3M
$56.0M
两年增速更快
RXT
近两年复合增速
-1.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $932.7M | $682.8M |
| 净利润 | $18.7M | $-32.7M |
| 毛利率 | 22.1% | 17.6% |
| 营业利润率 | 3.8% | -0.5% |
| 净利率 | 2.0% | -4.8% |
| 营收同比 | 16.1% | -0.4% |
| 净利润同比 | 95.7% | 41.6% |
| 每股收益（稀释后） | $0.79 | $-0.13 |
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LCIIRXT
| Q4 25 | $932.7M | $682.8M | ||
| Q3 25 | $1.0B | $671.2M | ||
| Q2 25 | $1.1B | $666.3M | ||
| Q1 25 | $1.0B | $665.4M | ||
| Q4 24 | $803.1M | $685.6M | ||
| Q3 24 | $915.5M | $675.8M | ||
| Q2 24 | $1.1B | $684.9M | ||
| Q1 24 | $968.0M | $690.8M |
净利润LCIIRXT
| Q4 25 | $18.7M | $-32.7M | ||
| Q3 25 | $62.5M | $-67.1M | ||
| Q2 25 | $57.6M | $-54.5M | ||
| Q1 25 | $49.4M | $-71.5M | ||
| Q4 24 | $9.5M | $-56.0M | ||
| Q3 24 | $35.6M | $-186.6M | ||
| Q2 24 | $61.2M | $25.0M | ||
| Q1 24 | $36.5M | $-640.6M |
毛利率LCIIRXT
| Q4 25 | 22.1% | 17.6% | ||
| Q3 25 | 24.4% | 19.4% | ||
| Q2 25 | 24.4% | 19.4% | ||
| Q1 25 | 24.1% | 19.1% | ||
| Q4 24 | 21.1% | 19.2% | ||
| Q3 24 | 24.0% | 20.3% | ||
| Q2 24 | 25.3% | 19.2% | ||
| Q1 24 | 23.1% | 19.2% |
营业利润率LCIIRXT
| Q4 25 | 3.8% | -0.5% | ||
| Q3 25 | 7.3% | -5.1% | ||
| Q2 25 | 7.9% | -3.8% | ||
| Q1 25 | 7.8% | -5.8% | ||
| Q4 24 | 2.0% | -4.2% | ||
| Q3 24 | 5.9% | -25.7% | ||
| Q2 24 | 8.6% | -7.9% | ||
| Q1 24 | 6.0% | -94.5% |
净利率LCIIRXT
| Q4 25 | 2.0% | -4.8% | ||
| Q3 25 | 6.0% | -10.0% | ||
| Q2 25 | 5.2% | -8.2% | ||
| Q1 25 | 4.7% | -10.7% | ||
| Q4 24 | 1.2% | -8.2% | ||
| Q3 24 | 3.9% | -27.6% | ||
| Q2 24 | 5.8% | 3.7% | ||
| Q1 24 | 3.8% | -92.7% |
每股收益（稀释后）LCIIRXT
| Q4 25 | $0.79 | $-0.13 | ||
| Q3 25 | $2.55 | $-0.28 | ||
| Q2 25 | $2.29 | $-0.23 | ||
| Q1 25 | $1.94 | $-0.31 | ||
| Q4 24 | $0.37 | $-0.20 | ||
| Q3 24 | $1.39 | $-0.82 | ||
| Q2 24 | $2.40 | $0.11 | ||
| Q1 24 | $1.44 | $-2.91 |
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 | $105.8M |
| 总债务越低越好 | $945.2M | $2.7B |
| 股东权益账面价值 | $1.4B | $-1.2B |
| 总资产 | $3.2B | $2.8B |
| 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LCIIRXT
| Q4 25 | $222.6M | $105.8M | ||
| Q3 25 | $199.7M | $99.5M | ||
| Q2 25 | $191.9M | $103.9M | ||
| Q1 25 | $231.2M | $128.0M | ||
| Q4 24 | $165.8M | $144.0M | ||
| Q3 24 | $161.2M | $157.1M | ||
| Q2 24 | $130.4M | $190.2M | ||
| Q1 24 | $22.6M | $282.6M |
总债务LCIIRXT
| Q4 25 | $945.2M | $2.7B | ||
| Q3 25 | $947.8M | $2.8B | ||
| Q2 25 | $948.0M | $2.8B | ||
| Q1 25 | $938.3M | $2.8B | ||
| Q4 24 | $757.3M | $2.8B | ||
| Q3 24 | $822.5M | $2.8B | ||
| Q2 24 | $829.7M | $2.9B | ||
| Q1 24 | $855.3M | $3.0B |
股东权益LCIIRXT
| Q4 25 | $1.4B | $-1.2B | ||
| Q3 25 | $1.4B | $-1.2B | ||
| Q2 25 | $1.4B | $-1.1B | ||
| Q1 25 | $1.4B | $-1.1B | ||
| Q4 24 | $1.4B | $-1.0B | ||
| Q3 24 | $1.4B | $-949.7M | ||
| Q2 24 | $1.4B | $-756.2M | ||
| Q1 24 | $1.4B | $-787.2M |
总资产LCIIRXT
| Q4 25 | $3.2B | $2.8B | ||
| Q3 25 | $3.2B | $2.8B | ||
| Q2 25 | $3.2B | $2.9B | ||
| Q1 25 | $3.1B | $3.0B | ||
| Q4 24 | $2.9B | $3.1B | ||
| Q3 24 | $3.0B | $3.1B | ||
| Q2 24 | $3.0B | $3.4B | ||
| Q1 24 | $3.0B | $3.5B |
负债/权益比LCIIRXT
| 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 | $59.7M |
| 自由现金流经营现金流 - 资本支出 | $64.3M | $56.0M |
| 自由现金流率自由现金流/营收 | 6.9% | 8.2% |
| 资本支出强度资本支出/营收 | 1.6% | 0.5% |
| 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 | $90.6M |
8季度趋势，按日历期对齐
经营现金流LCIIRXT
| Q4 25 | $78.9M | $59.7M | ||
| Q3 25 | $97.2M | $70.7M | ||
| Q2 25 | $112.2M | $8.4M | ||
| Q1 25 | $42.7M | $12.6M | ||
| Q4 24 | $106.6M | $54.3M | ||
| Q3 24 | $78.4M | $51.8M | ||
| Q2 24 | $192.9M | $24.1M | ||
| Q1 24 | $-7.7M | $-90.3M |
自由现金流LCIIRXT
| Q4 25 | $64.3M | $56.0M | ||
| Q3 25 | $80.9M | $42.7M | ||
| Q2 25 | $99.5M | $-12.4M | ||
| Q1 25 | $33.7M | $4.3M | ||
| Q4 24 | $95.7M | $34.4M | ||
| Q3 24 | $68.3M | $27.3M | ||
| Q2 24 | $180.2M | $-14.5M | ||
| Q1 24 | $-16.3M | $-118.4M |
自由现金流率LCIIRXT
| Q4 25 | 6.9% | 8.2% | ||
| Q3 25 | 7.8% | 6.4% | ||
| Q2 25 | 9.0% | -1.9% | ||
| Q1 25 | 3.2% | 0.6% | ||
| Q4 24 | 11.9% | 5.0% | ||
| Q3 24 | 7.5% | 4.0% | ||
| Q2 24 | 17.1% | -2.1% | ||
| Q1 24 | -1.7% | -17.1% |
资本支出强度LCIIRXT
| Q4 25 | 1.6% | 0.5% | ||
| Q3 25 | 1.6% | 4.2% | ||
| Q2 25 | 1.2% | 3.1% | ||
| Q1 25 | 0.9% | 1.2% | ||
| Q4 24 | 1.4% | 2.9% | ||
| Q3 24 | 1.1% | 3.6% | ||
| Q2 24 | 1.2% | 5.6% | ||
| Q1 24 | 0.9% | 4.1% |
现金转化率LCIIRXT
| Q4 25 | 4.22× | — | ||
| Q3 25 | 1.55× | — | ||
| Q2 25 | 1.95× | — | ||
| Q1 25 | 0.86× | — | ||
| Q4 24 | 11.17× | — | ||
| Q3 24 | 2.20× | — | ||
| Q2 24 | 3.15× | 0.96× | ||
| 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% |
RXT
| Public Cloud Services Segment | $442.2M | 65% |
| Private Cloud Service Segment | $240.6M | 35% |
