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LCI INDUSTRIES（LCII）与Atlassian Corp（TEAM）财务数据对比。点击上方公司名可切换其他公司
Atlassian Corp的季度营收约是LCI INDUSTRIES的1.7倍（$1.6B vs $932.7M），LCI INDUSTRIES净利率更高（2.0% vs -2.7%，领先4.7%），Atlassian Corp同比增速更快（23.3% vs 16.1%），Atlassian Corp自由现金流更多（$168.5M vs $64.3M）
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。
Dragoneer投资集团是总部位于美国加利福尼亚州旧金山的专业投资机构，专注于全球科技领域的投资布局，业务覆盖公开股票市场与私募股权市场，在全球科技投资赛道拥有丰富的运作经验和行业资源。
LCII vs TEAM — 直观对比
营收规模更大
TEAM
是对方的1.7倍
$932.7M
营收增速更快
TEAM
高出7.2%
16.1%
净利率更高
LCII
高出4.7%
-2.7%
自由现金流更多
TEAM
多$104.2M
$64.3M
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $932.7M | $1.6B |
| 净利润 | $18.7M | $-42.6M |
| 毛利率 | 22.1% | 85.0% |
| 营业利润率 | 3.8% | -3.0% |
| 净利率 | 2.0% | -2.7% |
| 营收同比 | 16.1% | 23.3% |
| 净利润同比 | 95.7% | -11.6% |
| 每股收益（稀释后） | $0.79 | $-0.16 |
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LCIITEAM
| Q4 25 | $932.7M | $1.6B | ||
| Q3 25 | $1.0B | $1.4B | ||
| Q2 25 | $1.1B | $1.4B | ||
| Q1 25 | $1.0B | $1.4B | ||
| Q4 24 | $803.1M | $1.3B | ||
| Q3 24 | $915.5M | $1.2B | ||
| Q2 24 | $1.1B | — | ||
| Q1 24 | $968.0M | $1.2B |
净利润LCIITEAM
| Q4 25 | $18.7M | $-42.6M | ||
| Q3 25 | $62.5M | $-51.9M | ||
| Q2 25 | $57.6M | $-23.9M | ||
| Q1 25 | $49.4M | $-70.8M | ||
| Q4 24 | $9.5M | $-38.2M | ||
| Q3 24 | $35.6M | $-123.8M | ||
| Q2 24 | $61.2M | — | ||
| Q1 24 | $36.5M | $12.8M |
毛利率LCIITEAM
| Q4 25 | 22.1% | 85.0% | ||
| Q3 25 | 24.4% | 82.0% | ||
| Q2 25 | 24.4% | 83.1% | ||
| Q1 25 | 24.1% | 83.8% | ||
| Q4 24 | 21.1% | 82.7% | ||
| Q3 24 | 24.0% | 81.7% | ||
| Q2 24 | 25.3% | — | ||
| Q1 24 | 23.1% | 82.1% |
营业利润率LCIITEAM
| Q4 25 | 3.8% | -3.0% | ||
| Q3 25 | 7.3% | -6.7% | ||
| Q2 25 | 7.9% | -2.1% | ||
| Q1 25 | 7.8% | -0.9% | ||
| Q4 24 | 2.0% | -4.5% | ||
| Q3 24 | 5.9% | -2.7% | ||
| Q2 24 | 8.6% | — | ||
| Q1 24 | 6.0% | 1.5% |
净利率LCIITEAM
| Q4 25 | 2.0% | -2.7% | ||
| Q3 25 | 6.0% | -3.6% | ||
| Q2 25 | 5.2% | -1.7% | ||
| Q1 25 | 4.7% | -5.2% | ||
| Q4 24 | 1.2% | -3.0% | ||
| Q3 24 | 3.9% | -10.4% | ||
| Q2 24 | 5.8% | — | ||
| Q1 24 | 3.8% | 1.1% |
每股收益（稀释后）LCIITEAM
| Q4 25 | $0.79 | $-0.16 | ||
| Q3 25 | $2.55 | $-0.20 | ||
| Q2 25 | $2.29 | $-0.08 | ||
| Q1 25 | $1.94 | $-0.27 | ||
| Q4 24 | $0.37 | $-0.15 | ||
| Q3 24 | $1.39 | $-0.48 | ||
| Q2 24 | $2.40 | — | ||
| Q1 24 | $1.44 | $0.05 |
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 | $1.6B |
| 总债务越低越好 | $945.2M | — |
| 股东权益账面价值 | $1.4B | $1.6B |
| 总资产 | $3.2B | $6.2B |
| 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LCIITEAM
| Q4 25 | $222.6M | $1.6B | ||
| Q3 25 | $199.7M | $2.8B | ||
| Q2 25 | $191.9M | $2.9B | ||
| Q1 25 | $231.2M | $3.0B | ||
| Q4 24 | $165.8M | $2.5B | ||
| Q3 24 | $161.2M | $2.2B | ||
| Q2 24 | $130.4M | — | ||
| Q1 24 | $22.6M | $2.1B |
总债务LCIITEAM
| 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LCIITEAM
| Q4 25 | $1.4B | $1.6B | ||
| Q3 25 | $1.4B | $1.4B | ||
| Q2 25 | $1.4B | $1.3B | ||
| Q1 25 | $1.4B | $1.4B | ||
| Q4 24 | $1.4B | $1.2B | ||
| Q3 24 | $1.4B | $1.0B | ||
| Q2 24 | $1.4B | — | ||
| Q1 24 | $1.4B | $1.1B |
总资产LCIITEAM
| Q4 25 | $3.2B | $6.2B | ||
| Q3 25 | $3.2B | $5.7B | ||
| Q2 25 | $3.2B | $6.0B | ||
| Q1 25 | $3.1B | $5.9B | ||
| Q4 24 | $2.9B | $5.4B | ||
| Q3 24 | $3.0B | $5.0B | ||
| Q2 24 | $3.0B | — | ||
| Q1 24 | $3.0B | $5.1B |
负债/权益比LCIITEAM
| 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 | $177.8M |
| 自由现金流经营现金流 - 资本支出 | $64.3M | $168.5M |
| 自由现金流率自由现金流/营收 | 6.9% | 10.6% |
| 资本支出强度资本支出/营收 | 1.6% | 0.6% |
| 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 | $1.3B |
8季度趋势，按日历期对齐
经营现金流LCIITEAM
| Q4 25 | $78.9M | $177.8M | ||
| Q3 25 | $97.2M | $128.7M | ||
| Q2 25 | $112.2M | $375.3M | ||
| Q1 25 | $42.7M | $652.7M | ||
| Q4 24 | $106.6M | $351.9M | ||
| Q3 24 | $78.4M | $80.5M | ||
| Q2 24 | $192.9M | — | ||
| Q1 24 | $-7.7M | $565.4M |
自由现金流LCIITEAM
| Q4 25 | $64.3M | $168.5M | ||
| Q3 25 | $80.9M | $114.6M | ||
| Q2 25 | $99.5M | $360.3M | ||
| Q1 25 | $33.7M | $638.3M | ||
| Q4 24 | $95.7M | $342.6M | ||
| Q3 24 | $68.3M | $74.3M | ||
| Q2 24 | $180.2M | — | ||
| Q1 24 | $-16.3M | $554.9M |
自由现金流率LCIITEAM
| Q4 25 | 6.9% | 10.6% | ||
| Q3 25 | 7.8% | 8.0% | ||
| Q2 25 | 9.0% | 26.0% | ||
| Q1 25 | 3.2% | 47.0% | ||
| Q4 24 | 11.9% | 26.6% | ||
| Q3 24 | 7.5% | 6.3% | ||
| Q2 24 | 17.1% | — | ||
| Q1 24 | -1.7% | 46.7% |
资本支出强度LCIITEAM
| Q4 25 | 1.6% | 0.6% | ||
| Q3 25 | 1.6% | 1.0% | ||
| Q2 25 | 1.2% | 1.1% | ||
| Q1 25 | 0.9% | 1.1% | ||
| Q4 24 | 1.4% | 0.7% | ||
| Q3 24 | 1.1% | 0.5% | ||
| Q2 24 | 1.2% | — | ||
| Q1 24 | 0.9% | 0.9% |
现金转化率LCIITEAM
| 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× | — | ||
| Q1 24 | -0.21× | 44.34× |
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% |
TEAM
| Cloud Deployment Services | $1.1B | 67% |
| Data Center Deployment | $435.6M | 27% |
| Marketplace And Services Deployment | $83.7M | 5% |
