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LCI INDUSTRIES（LCII）与SBA Communications（SBAC）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SBA Communications的1.3倍（$932.7M vs $719.6M），SBA Communications净利率更高（51.5% vs 2.0%，领先49.5%），LCI INDUSTRIES同比增速更快（16.1% vs 3.7%），SBA Communications自由现金流更多（$833.3M vs $64.3M），过去两年SBA Communications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。
SBA Communications是一家房地产投资信托企业，核心业务为持有、运营无线通信基础设施，市场覆盖美国、加拿大、中南美洲及南非地区。公司由Steven Bernstein于1989年创立，前身为Steven Bernstein and Associates。
LCII vs SBAC — 直观对比
营收规模更大
LCII
是对方的1.3倍
$719.6M
营收增速更快
LCII
高出12.4%
3.7%
净利率更高
SBAC
高出49.5%
2.0%
自由现金流更多
SBAC
多$769.0M
$64.3M
两年增速更快
SBAC
近两年复合增速
-1.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $932.7M | $719.6M |
| 净利润 | $18.7M | $370.4M |
| 毛利率 | 22.1% | 75.6% |
| 营业利润率 | 3.8% | 41.5% |
| 净利率 | 2.0% | 51.5% |
| 营收同比 | 16.1% | 3.7% |
| 净利润同比 | 95.7% | 107.2% |
| 每股收益（稀释后） | $0.79 | $3.47 |
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LCIISBAC
| Q4 25 | $932.7M | $719.6M | ||
| Q3 25 | $1.0B | $732.3M | ||
| Q2 25 | $1.1B | $699.0M | ||
| Q1 25 | $1.0B | $664.2M | ||
| Q4 24 | $803.1M | $693.7M | ||
| Q3 24 | $915.5M | $667.6M | ||
| Q2 24 | $1.1B | $660.5M | ||
| Q1 24 | $968.0M | $657.9M |
净利润LCIISBAC
| Q4 25 | $18.7M | $370.4M | ||
| Q3 25 | $62.5M | $236.8M | ||
| Q2 25 | $57.6M | $225.8M | ||
| Q1 25 | $49.4M | $220.7M | ||
| Q4 24 | $9.5M | $178.8M | ||
| Q3 24 | $35.6M | $258.5M | ||
| Q2 24 | $61.2M | $162.8M | ||
| Q1 24 | $36.5M | $154.5M |
毛利率LCIISBAC
| Q4 25 | 22.1% | 75.6% | ||
| Q3 25 | 24.4% | 74.1% | ||
| Q2 25 | 24.4% | 75.4% | ||
| Q1 25 | 24.1% | 76.9% | ||
| Q4 24 | 21.1% | 78.1% | ||
| Q3 24 | 24.0% | 77.5% | ||
| Q2 24 | 25.3% | 78.6% | ||
| Q1 24 | 23.1% | 79.0% |
营业利润率LCIISBAC
| Q4 25 | 3.8% | 41.5% | ||
| Q3 25 | 7.3% | 51.1% | ||
| Q2 25 | 7.9% | 47.9% | ||
| Q1 25 | 7.8% | 50.4% | ||
| Q4 24 | 2.0% | 55.1% | ||
| Q3 24 | 5.9% | 56.3% | ||
| Q2 24 | 8.6% | 53.7% | ||
| Q1 24 | 6.0% | 49.2% |
净利率LCIISBAC
| Q4 25 | 2.0% | 51.5% | ||
| Q3 25 | 6.0% | 32.3% | ||
| Q2 25 | 5.2% | 32.3% | ||
| Q1 25 | 4.7% | 33.2% | ||
| Q4 24 | 1.2% | 25.8% | ||
| Q3 24 | 3.9% | 38.7% | ||
| Q2 24 | 5.8% | 24.7% | ||
| Q1 24 | 3.8% | 23.5% |
每股收益（稀释后）LCIISBAC
| Q4 25 | $0.79 | $3.47 | ||
| Q3 25 | $2.55 | $2.20 | ||
| Q2 25 | $2.29 | $2.09 | ||
| Q1 25 | $1.94 | $2.04 | ||
| Q4 24 | $0.37 | $1.61 | ||
| Q3 24 | $1.39 | $2.40 | ||
| Q2 24 | $2.40 | $1.51 | ||
| Q1 24 | $1.44 | $1.42 |
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 | $271.2M |
| 总债务越低越好 | $945.2M | $12.9B |
| 股东权益账面价值 | $1.4B | $-4.9B |
| 总资产 | $3.2B | $11.6B |
| 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LCIISBAC
| Q4 25 | $222.6M | $271.2M | ||
| Q3 25 | $199.7M | $431.1M | ||
| Q2 25 | $191.9M | $276.8M | ||
| Q1 25 | $231.2M | $702.2M | ||
| Q4 24 | $165.8M | $444.4M | ||
| Q3 24 | $161.2M | $202.6M | ||
| Q2 24 | $130.4M | $250.9M | ||
| Q1 24 | $22.6M | $241.9M |
总债务LCIISBAC
| Q4 25 | $945.2M | $12.9B | ||
| Q3 25 | $947.8M | $12.7B | ||
| Q2 25 | $948.0M | $12.5B | ||
| Q1 25 | $938.3M | $12.4B | ||
| Q4 24 | $757.3M | $13.6B | ||
| Q3 24 | $822.5M | $12.3B | ||
| Q2 24 | $829.7M | $12.3B | ||
| Q1 24 | $855.3M | $12.4B |
股东权益LCIISBAC
| Q4 25 | $1.4B | $-4.9B | ||
| Q3 25 | $1.4B | $-4.9B | ||
| Q2 25 | $1.4B | $-4.9B | ||
| Q1 25 | $1.4B | $-5.0B | ||
| Q4 24 | $1.4B | $-5.1B | ||
| Q3 24 | $1.4B | $-5.2B | ||
| Q2 24 | $1.4B | $-5.3B | ||
| Q1 24 | $1.4B | $-5.2B |
总资产LCIISBAC
| Q4 25 | $3.2B | $11.6B | ||
| Q3 25 | $3.2B | $11.3B | ||
| Q2 25 | $3.2B | $10.8B | ||
| Q1 25 | $3.1B | $10.4B | ||
| Q4 24 | $2.9B | $11.4B | ||
| Q3 24 | $3.0B | $10.2B | ||
| Q2 24 | $3.0B | $9.8B | ||
| Q1 24 | $3.0B | $10.0B |
负债/权益比LCIISBAC
| 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 | $1.3B |
| 自由现金流经营现金流 - 资本支出 | $64.3M | $833.3M |
| 自由现金流率自由现金流/营收 | 6.9% | 115.8% |
| 资本支出强度资本支出/营收 | 1.6% | 63.7% |
| 现金转化率经营现金流/净利润 | 4.22× | 3.49× |
| 过去12个月自由现金流最近4个季度 | $278.3M | $1.7B |
8季度趋势，按日历期对齐
经营现金流LCIISBAC
| Q4 25 | $78.9M | $1.3B | ||
| Q3 25 | $97.2M | $318.0M | ||
| Q2 25 | $112.2M | $368.1M | ||
| Q1 25 | $42.7M | $301.2M | ||
| Q4 24 | $106.6M | $1.3B | ||
| Q3 24 | $78.4M | $304.7M | ||
| Q2 24 | $192.9M | $425.6M | ||
| Q1 24 | $-7.7M | $294.5M |
自由现金流LCIISBAC
| Q4 25 | $64.3M | $833.3M | ||
| Q3 25 | $80.9M | $258.0M | ||
| Q2 25 | $99.5M | $312.2M | ||
| Q1 25 | $33.7M | $255.0M | ||
| Q4 24 | $95.7M | $1.2B | ||
| Q3 24 | $68.3M | $239.9M | ||
| Q2 24 | $180.2M | $375.6M | ||
| Q1 24 | $-16.3M | $236.6M |
自由现金流率LCIISBAC
| Q4 25 | 6.9% | 115.8% | ||
| Q3 25 | 7.8% | 35.2% | ||
| Q2 25 | 9.0% | 44.7% | ||
| Q1 25 | 3.2% | 38.4% | ||
| Q4 24 | 11.9% | 179.9% | ||
| Q3 24 | 7.5% | 35.9% | ||
| Q2 24 | 17.1% | 56.9% | ||
| Q1 24 | -1.7% | 36.0% |
资本支出强度LCIISBAC
| Q4 25 | 1.6% | 63.7% | ||
| Q3 25 | 1.6% | 8.2% | ||
| Q2 25 | 1.2% | 8.0% | ||
| Q1 25 | 0.9% | 7.0% | ||
| Q4 24 | 1.4% | 12.6% | ||
| Q3 24 | 1.1% | 9.7% | ||
| Q2 24 | 1.2% | 7.6% | ||
| Q1 24 | 0.9% | 8.8% |
现金转化率LCIISBAC
| Q4 25 | 4.22× | 3.49× | ||
| Q3 25 | 1.55× | 1.34× | ||
| Q2 25 | 1.95× | 1.63× | ||
| Q1 25 | 0.86× | 1.36× | ||
| Q4 24 | 11.17× | 7.47× | ||
| Q3 24 | 2.20× | 1.18× | ||
| Q2 24 | 3.15× | 2.61× | ||
| Q1 24 | -0.21× | 1.91× |
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% |
SBAC
暂无分部数据
