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LCI INDUSTRIES（LCII）与STARWOOD PROPERTY TRUST, INC.（STWD）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STARWOOD PROPERTY TRUST, INC.的1.9倍（$932.7M vs $492.9M），STARWOOD PROPERTY TRUST, INC.净利率更高（19.7% vs 2.0%，领先17.7%），LCI INDUSTRIES同比增速更快（16.1% vs 8.5%），过去两年LCI INDUSTRIES的营收复合增速更高（-1.8% vs -2.9%）
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。
喜达屋酒店及度假村国际集团是全球规模最大的酒店企业之一，业务涵盖酒店、度假村、水疗中心、住宅及度假产权物业的持有、运营、特许经营与管理。集团前身为1969年成立的房地产投资信托基金，1995年完成收购重组，旗下共11个品牌，管理及特许经营的物业共计1297处。
LCII vs STWD — 直观对比
营收规模更大
LCII
是对方的1.9倍
$492.9M
营收增速更快
LCII
高出7.6%
8.5%
净利率更高
STWD
高出17.7%
2.0%
两年增速更快
LCII
近两年复合增速
-2.9%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $932.7M | $492.9M |
| 净利润 | $18.7M | $96.9M |
| 毛利率 | 22.1% | — |
| 营业利润率 | 3.8% | 26.6% |
| 净利率 | 2.0% | 19.7% |
| 营收同比 | 16.1% | 8.5% |
| 净利润同比 | 95.7% | 87.7% |
| 每股收益（稀释后） | $0.79 | $0.25 |
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LCIISTWD
| Q4 25 | $932.7M | $492.9M | ||
| Q3 25 | $1.0B | $488.9M | ||
| Q2 25 | $1.1B | $444.3M | ||
| Q1 25 | $1.0B | $418.2M | ||
| Q4 24 | $803.1M | $454.4M | ||
| Q3 24 | $915.5M | $479.5M | ||
| Q2 24 | $1.1B | $489.8M | ||
| Q1 24 | $968.0M | $523.1M |
净利润LCIISTWD
| Q4 25 | $18.7M | $96.9M | ||
| Q3 25 | $62.5M | $72.6M | ||
| Q2 25 | $57.6M | $129.8M | ||
| Q1 25 | $49.4M | $112.3M | ||
| Q4 24 | $9.5M | $51.6M | ||
| Q3 24 | $35.6M | $76.1M | ||
| Q2 24 | $61.2M | $77.9M | ||
| Q1 24 | $36.5M | $154.3M |
毛利率LCIISTWD
| 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LCIISTWD
| Q4 25 | 3.8% | 26.6% | ||
| Q3 25 | 7.3% | 19.1% | ||
| Q2 25 | 7.9% | 30.5% | ||
| Q1 25 | 7.8% | 28.7% | ||
| Q4 24 | 2.0% | 15.1% | ||
| Q3 24 | 5.9% | 17.2% | ||
| Q2 24 | 8.6% | 19.1% | ||
| Q1 24 | 6.0% | 30.8% |
净利率LCIISTWD
| Q4 25 | 2.0% | 19.7% | ||
| Q3 25 | 6.0% | 14.8% | ||
| Q2 25 | 5.2% | 29.2% | ||
| Q1 25 | 4.7% | 26.8% | ||
| Q4 24 | 1.2% | 11.4% | ||
| Q3 24 | 3.9% | 15.9% | ||
| Q2 24 | 5.8% | 15.9% | ||
| Q1 24 | 3.8% | 29.5% |
每股收益（稀释后）LCIISTWD
| Q4 25 | $0.79 | $0.25 | ||
| Q3 25 | $2.55 | $0.19 | ||
| Q2 25 | $2.29 | $0.38 | ||
| Q1 25 | $1.94 | $0.33 | ||
| Q4 24 | $0.37 | $0.15 | ||
| Q3 24 | $1.39 | $0.23 | ||
| Q2 24 | $2.40 | $0.24 | ||
| Q1 24 | $1.44 | $0.48 |
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 | $499.5M |
| 总债务越低越好 | $945.2M | — |
| 股东权益账面价值 | $1.4B | $6.8B |
| 总资产 | $3.2B | $63.2B |
| 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LCIISTWD
| Q4 25 | $222.6M | $499.5M | ||
| Q3 25 | $199.7M | $301.1M | ||
| Q2 25 | $191.9M | $259.9M | ||
| Q1 25 | $231.2M | $440.6M | ||
| Q4 24 | $165.8M | $377.8M | ||
| Q3 24 | $161.2M | $357.9M | ||
| Q2 24 | $130.4M | $259.3M | ||
| Q1 24 | $22.6M | $327.4M |
总债务LCIISTWD
| Q4 25 | $945.2M | — | ||
| Q3 25 | $947.8M | — | ||
| Q2 25 | $948.0M | — | ||
| Q1 25 | $938.3M | — | ||
| Q4 24 | $757.3M | — | ||
| Q3 24 | $822.5M | — | ||
| Q2 24 | $829.7M | — | ||
| Q1 24 | $855.3M | — |
股东权益LCIISTWD
| Q4 25 | $1.4B | $6.8B | ||
| Q3 25 | $1.4B | $6.9B | ||
| Q2 25 | $1.4B | $6.4B | ||
| Q1 25 | $1.4B | $6.4B | ||
| Q4 24 | $1.4B | $6.4B | ||
| Q3 24 | $1.4B | $6.5B | ||
| Q2 24 | $1.4B | $6.2B | ||
| Q1 24 | $1.4B | $6.3B |
总资产LCIISTWD
| Q4 25 | $3.2B | $63.2B | ||
| Q3 25 | $3.2B | $62.4B | ||
| Q2 25 | $3.2B | $62.4B | ||
| Q1 25 | $3.1B | $62.2B | ||
| Q4 24 | $2.9B | $62.6B | ||
| Q3 24 | $3.0B | $64.2B | ||
| Q2 24 | $3.0B | $64.1B | ||
| Q1 24 | $3.0B | $66.2B |
负债/权益比LCIISTWD
| 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 | $488.8M |
| 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× | 5.04× |
| 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LCIISTWD
| Q4 25 | $78.9M | $488.8M | ||
| Q3 25 | $97.2M | $337.6M | ||
| Q2 25 | $112.2M | $-87.4M | ||
| Q1 25 | $42.7M | $238.9M | ||
| Q4 24 | $106.6M | $295.6M | ||
| Q3 24 | $78.4M | $241.8M | ||
| Q2 24 | $192.9M | $53.3M | ||
| Q1 24 | $-7.7M | $55.9M |
自由现金流LCIISTWD
| 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LCIISTWD
| 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LCIISTWD
| 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LCIISTWD
| Q4 25 | 4.22× | 5.04× | ||
| Q3 25 | 1.55× | 4.65× | ||
| Q2 25 | 1.95× | -0.67× | ||
| Q1 25 | 0.86× | 2.13× | ||
| Q4 24 | 11.17× | 5.72× | ||
| Q3 24 | 2.20× | 3.18× | ||
| Q2 24 | 3.15× | 0.68× | ||
| Q1 24 | -0.21× | 0.36× |
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% |
STWD
| Commercial And Residential Lending Segment | $335.2M | 68% |
| Infrastructure Lending Segment | $70.3M | 14% |
| Property Segment | $57.8M | 12% |
| Other | $29.7M | 6% |
