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LCI INDUSTRIES（LCII）与Sylvamo Corp（SLVM）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Sylvamo Corp的1.0倍（$932.7M vs $890.0M），Sylvamo Corp净利率更高（3.7% vs 2.0%，领先1.7%），LCI INDUSTRIES同比增速更快（16.1% vs -8.2%），LCI INDUSTRIES自由现金流更多（$64.3M vs $38.0M），过去两年Sylvamo Corp的营收复合增速更高（-0.8% 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。
西尔瓦莫公司是全球领先的可持续纸浆与纸品生产商，核心产品包括非涂布印刷纸、包装纸及商用纸浆，业务覆盖北美、欧洲、拉美地区，服务办公耗材、出版、商业印刷、包装等多个领域。
LCII vs SLVM — 直观对比
营收规模更大
LCII
是对方的1.0倍
$890.0M
营收增速更快
LCII
高出24.4%
-8.2%
净利率更高
SLVM
高出1.7%
2.0%
自由现金流更多
LCII
多$26.3M
$38.0M
两年增速更快
SLVM
近两年复合增速
-1.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $932.7M | $890.0M |
| 净利润 | $18.7M | $33.0M |
| 毛利率 | 22.1% | — |
| 营业利润率 | 3.8% | 8.9% |
| 净利率 | 2.0% | 3.7% |
| 营收同比 | 16.1% | -8.2% |
| 净利润同比 | 95.7% | -59.3% |
| 每股收益（稀释后） | $0.79 | $0.81 |
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LCIISLVM
| Q4 25 | $932.7M | $890.0M | ||
| Q3 25 | $1.0B | $846.0M | ||
| Q2 25 | $1.1B | $794.0M | ||
| Q1 25 | $1.0B | $821.0M | ||
| Q4 24 | $803.1M | $970.0M | ||
| Q3 24 | $915.5M | $965.0M | ||
| Q2 24 | $1.1B | $933.0M | ||
| Q1 24 | $968.0M | $905.0M |
净利润LCIISLVM
| Q4 25 | $18.7M | $33.0M | ||
| Q3 25 | $62.5M | $57.0M | ||
| Q2 25 | $57.6M | $15.0M | ||
| Q1 25 | $49.4M | $27.0M | ||
| Q4 24 | $9.5M | $81.0M | ||
| Q3 24 | $35.6M | $95.0M | ||
| Q2 24 | $61.2M | $83.0M | ||
| Q1 24 | $36.5M | $43.0M |
毛利率LCIISLVM
| 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LCIISLVM
| Q4 25 | 3.8% | 8.9% | ||
| Q3 25 | 7.3% | 11.6% | ||
| Q2 25 | 7.9% | 3.8% | ||
| Q1 25 | 7.8% | 5.4% | ||
| Q4 24 | 2.0% | 11.2% | ||
| Q3 24 | 5.9% | 15.5% | ||
| Q2 24 | 8.6% | 13.1% | ||
| Q1 24 | 6.0% | 8.0% |
净利率LCIISLVM
| Q4 25 | 2.0% | 3.7% | ||
| Q3 25 | 6.0% | 6.7% | ||
| Q2 25 | 5.2% | 1.9% | ||
| Q1 25 | 4.7% | 3.3% | ||
| Q4 24 | 1.2% | 8.4% | ||
| Q3 24 | 3.9% | 9.8% | ||
| Q2 24 | 5.8% | 8.9% | ||
| Q1 24 | 3.8% | 4.8% |
每股收益（稀释后）LCIISLVM
| Q4 25 | $0.79 | $0.81 | ||
| Q3 25 | $2.55 | $1.41 | ||
| Q2 25 | $2.29 | $0.37 | ||
| Q1 25 | $1.94 | $0.65 | ||
| Q4 24 | $0.37 | $1.91 | ||
| Q3 24 | $1.39 | $2.27 | ||
| Q2 24 | $2.40 | $1.98 | ||
| Q1 24 | $1.44 | $1.02 |
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 | $198.0M |
| 总债务越低越好 | $945.2M | $763.0M |
| 股东权益账面价值 | $1.4B | $966.0M |
| 总资产 | $3.2B | $2.8B |
| 负债/权益比越低杠杆越低 | 0.69× | 0.79× |
8季度趋势，按日历期对齐
现金及短期投资LCIISLVM
| Q4 25 | $222.6M | $198.0M | ||
| Q3 25 | $199.7M | $146.0M | ||
| Q2 25 | $191.9M | $183.0M | ||
| Q1 25 | $231.2M | $220.0M | ||
| Q4 24 | $165.8M | $309.0M | ||
| Q3 24 | $161.2M | $414.0M | ||
| Q2 24 | $130.4M | $213.0M | ||
| Q1 24 | $22.6M | $218.0M |
总债务LCIISLVM
| Q4 25 | $945.2M | $763.0M | ||
| Q3 25 | $947.8M | $778.0M | ||
| Q2 25 | $948.0M | $767.0M | ||
| Q1 25 | $938.3M | $794.0M | ||
| Q4 24 | $757.3M | $782.0M | ||
| Q3 24 | $822.5M | $883.0M | ||
| Q2 24 | $829.7M | $894.0M | ||
| Q1 24 | $855.3M | $921.0M |
股东权益LCIISLVM
| Q4 25 | $1.4B | $966.0M | ||
| Q3 25 | $1.4B | $977.0M | ||
| Q2 25 | $1.4B | $959.0M | ||
| Q1 25 | $1.4B | $908.0M | ||
| Q4 24 | $1.4B | $847.0M | ||
| Q3 24 | $1.4B | $937.0M | ||
| Q2 24 | $1.4B | $830.0M | ||
| Q1 24 | $1.4B | $889.0M |
总资产LCIISLVM
| Q4 25 | $3.2B | $2.8B | ||
| Q3 25 | $3.2B | $2.7B | ||
| Q2 25 | $3.2B | $2.7B | ||
| Q1 25 | $3.1B | $2.6B | ||
| Q4 24 | $2.9B | $2.6B | ||
| Q3 24 | $3.0B | $2.9B | ||
| Q2 24 | $3.0B | $2.7B | ||
| Q1 24 | $3.0B | $2.6B |
负债/权益比LCIISLVM
| Q4 25 | 0.69× | 0.79× | ||
| Q3 25 | 0.70× | 0.80× | ||
| Q2 25 | 0.68× | 0.80× | ||
| Q1 25 | 0.69× | 0.87× | ||
| Q4 24 | 0.55× | 0.92× | ||
| Q3 24 | 0.58× | 0.94× | ||
| Q2 24 | 0.60× | 1.08× | ||
| Q1 24 | 0.63× | 1.04× |
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 | $94.0M |
| 自由现金流经营现金流 - 资本支出 | $64.3M | $38.0M |
| 自由现金流率自由现金流/营收 | 6.9% | 4.3% |
| 资本支出强度资本支出/营收 | 1.6% | 6.3% |
| 现金转化率经营现金流/净利润 | 4.22× | 2.85× |
| 过去12个月自由现金流最近4个季度 | $278.3M | $44.0M |
8季度趋势，按日历期对齐
经营现金流LCIISLVM
| Q4 25 | $78.9M | $94.0M | ||
| Q3 25 | $97.2M | $87.0M | ||
| Q2 25 | $112.2M | $64.0M | ||
| Q1 25 | $42.7M | $23.0M | ||
| Q4 24 | $106.6M | $164.0M | ||
| Q3 24 | $78.4M | $163.0M | ||
| Q2 24 | $192.9M | $115.0M | ||
| Q1 24 | $-7.7M | $27.0M |
自由现金流LCIISLVM
| Q4 25 | $64.3M | $38.0M | ||
| Q3 25 | $80.9M | $33.0M | ||
| Q2 25 | $99.5M | $-2.0M | ||
| Q1 25 | $33.7M | $-25.0M | ||
| Q4 24 | $95.7M | $100.0M | ||
| Q3 24 | $68.3M | $119.0M | ||
| Q2 24 | $180.2M | $62.0M | ||
| Q1 24 | $-16.3M | $-33.0M |
自由现金流率LCIISLVM
| Q4 25 | 6.9% | 4.3% | ||
| Q3 25 | 7.8% | 3.9% | ||
| Q2 25 | 9.0% | -0.3% | ||
| Q1 25 | 3.2% | -3.0% | ||
| Q4 24 | 11.9% | 10.3% | ||
| Q3 24 | 7.5% | 12.3% | ||
| Q2 24 | 17.1% | 6.6% | ||
| Q1 24 | -1.7% | -3.6% |
资本支出强度LCIISLVM
| Q4 25 | 1.6% | 6.3% | ||
| Q3 25 | 1.6% | 6.4% | ||
| Q2 25 | 1.2% | 8.3% | ||
| Q1 25 | 0.9% | 5.8% | ||
| Q4 24 | 1.4% | 6.6% | ||
| Q3 24 | 1.1% | 4.6% | ||
| Q2 24 | 1.2% | 5.7% | ||
| Q1 24 | 0.9% | 6.6% |
现金转化率LCIISLVM
| Q4 25 | 4.22× | 2.85× | ||
| Q3 25 | 1.55× | 1.53× | ||
| Q2 25 | 1.95× | 4.27× | ||
| Q1 25 | 0.86× | 0.85× | ||
| Q4 24 | 11.17× | 2.02× | ||
| Q3 24 | 2.20× | 1.72× | ||
| Q2 24 | 3.15× | 1.39× | ||
| Q1 24 | -0.21× | 0.63× |
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% |
SLVM
暂无分部数据
