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LCI INDUSTRIES（LCII）与Tyler Technologies（TYL）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Tyler Technologies的1.5倍（$932.7M vs $613.5M），Tyler Technologies净利率更高（13.2% vs 2.0%，领先11.2%），LCI INDUSTRIES同比增速更快（16.1% vs 8.6%），LCI INDUSTRIES自由现金流更多（$64.3M vs $2.0M），过去两年Tyler Technologies的营收复合增速更高（6.5% 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。
Tyler Technologies, Inc.是总部位于美国得克萨斯州普莱诺的科技企业，主营面向美国公共部门提供自研专有软件，目前在全美17个州设有办事处，另在加拿大安大略省多伦多市设有一处办公网点。
LCII vs TYL — 直观对比
营收规模更大
LCII
是对方的1.5倍
$613.5M
营收增速更快
LCII
高出7.6%
8.6%
净利率更高
TYL
高出11.2%
2.0%
自由现金流更多
LCII
多$62.3M
$2.0M
两年增速更快
TYL
近两年复合增速
-1.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $932.7M | $613.5M |
| 净利润 | $18.7M | $81.2M |
| 毛利率 | 22.1% | 48.3% |
| 营业利润率 | 3.8% | 16.3% |
| 净利率 | 2.0% | 13.2% |
| 营收同比 | 16.1% | 8.6% |
| 净利润同比 | 95.7% | — |
| 每股收益（稀释后） | $0.79 | $1.88 |
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LCIITYL
| Q1 26 | — | $613.5M | ||
| Q4 25 | $932.7M | $575.2M | ||
| Q3 25 | $1.0B | $595.9M | ||
| Q2 25 | $1.1B | $596.1M | ||
| Q1 25 | $1.0B | $565.2M | ||
| Q4 24 | $803.1M | $541.1M | ||
| Q3 24 | $915.5M | $543.3M | ||
| Q2 24 | $1.1B | $541.0M |
净利润LCIITYL
| Q1 26 | — | $81.2M | ||
| Q4 25 | $18.7M | $65.5M | ||
| Q3 25 | $62.5M | $84.4M | ||
| Q2 25 | $57.6M | $84.6M | ||
| Q1 25 | $49.4M | $81.1M | ||
| Q4 24 | $9.5M | $65.2M | ||
| Q3 24 | $35.6M | $75.9M | ||
| Q2 24 | $61.2M | $67.7M |
毛利率LCIITYL
| Q1 26 | — | 48.3% | ||
| Q4 25 | 22.1% | 45.5% | ||
| Q3 25 | 24.4% | 47.2% | ||
| Q2 25 | 24.4% | 45.8% | ||
| Q1 25 | 24.1% | 47.3% | ||
| Q4 24 | 21.1% | 43.8% | ||
| Q3 24 | 24.0% | 43.7% | ||
| Q2 24 | 25.3% | 44.0% |
营业利润率LCIITYL
| Q1 26 | — | 16.3% | ||
| Q4 25 | 3.8% | 13.0% | ||
| Q3 25 | 7.3% | 16.4% | ||
| Q2 25 | 7.9% | 16.0% | ||
| Q1 25 | 7.8% | 15.8% | ||
| Q4 24 | 2.0% | 13.2% | ||
| Q3 24 | 5.9% | 15.2% | ||
| Q2 24 | 8.6% | 14.4% |
净利率LCIITYL
| Q1 26 | — | 13.2% | ||
| Q4 25 | 2.0% | 11.4% | ||
| Q3 25 | 6.0% | 14.2% | ||
| Q2 25 | 5.2% | 14.2% | ||
| Q1 25 | 4.7% | 14.3% | ||
| Q4 24 | 1.2% | 12.1% | ||
| Q3 24 | 3.9% | 14.0% | ||
| Q2 24 | 5.8% | 12.5% |
每股收益（稀释后）LCIITYL
| Q1 26 | — | $1.88 | ||
| Q4 25 | $0.79 | $1.50 | ||
| Q3 25 | $2.55 | $1.93 | ||
| Q2 25 | $2.29 | $1.93 | ||
| Q1 25 | $1.94 | $1.84 | ||
| Q4 24 | $0.37 | $1.48 | ||
| Q3 24 | $1.39 | $1.74 | ||
| Q2 24 | $2.40 | $1.57 |
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 | $346.4M |
| 总债务越低越好 | $945.2M | — |
| 股东权益账面价值 | $1.4B | $3.6B |
| 总资产 | $3.2B | $4.8B |
| 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LCIITYL
| Q1 26 | — | $346.4M | ||
| Q4 25 | $222.6M | $1.1B | ||
| Q3 25 | $199.7M | $950.8M | ||
| Q2 25 | $191.9M | $892.3M | ||
| Q1 25 | $231.2M | $807.4M | ||
| Q4 24 | $165.8M | $768.0M | ||
| Q3 24 | $161.2M | $544.3M | ||
| Q2 24 | $130.4M | $258.0M |
总债务LCIITYL
| Q1 26 | — | — | ||
| Q4 25 | $945.2M | $599.7M | ||
| Q3 25 | $947.8M | $599.2M | ||
| Q2 25 | $948.0M | $598.8M | ||
| Q1 25 | $938.3M | $598.4M | ||
| Q4 24 | $757.3M | $597.9M | ||
| Q3 24 | $822.5M | $597.5M | ||
| Q2 24 | $829.7M | $597.1M |
股东权益LCIITYL
| Q1 26 | — | $3.6B | ||
| Q4 25 | $1.4B | $3.7B | ||
| Q3 25 | $1.4B | $3.6B | ||
| Q2 25 | $1.4B | $3.6B | ||
| Q1 25 | $1.4B | $3.5B | ||
| Q4 24 | $1.4B | $3.4B | ||
| Q3 24 | $1.4B | $3.3B | ||
| Q2 24 | $1.4B | $3.1B |
总资产LCIITYL
| Q1 26 | — | $4.8B | ||
| Q4 25 | $3.2B | $5.6B | ||
| Q3 25 | $3.2B | $5.5B | ||
| Q2 25 | $3.2B | $5.4B | ||
| Q1 25 | $3.1B | $5.2B | ||
| Q4 24 | $2.9B | $5.2B | ||
| Q3 24 | $3.0B | $5.0B | ||
| Q2 24 | $3.0B | $4.8B |
负债/权益比LCIITYL
| Q1 26 | — | — | ||
| Q4 25 | 0.69× | 0.16× | ||
| Q3 25 | 0.70× | 0.17× | ||
| Q2 25 | 0.68× | 0.16× | ||
| Q1 25 | 0.69× | 0.17× | ||
| Q4 24 | 0.55× | 0.18× | ||
| Q3 24 | 0.58× | 0.18× | ||
| Q2 24 | 0.60× | 0.19× |
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 | $107.3M |
| 自由现金流经营现金流 - 资本支出 | $64.3M | $2.0M |
| 自由现金流率自由现金流/营收 | 6.9% | 0.3% |
| 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× | 1.32× |
| 过去12个月自由现金流最近4个季度 | $278.3M | $585.7M |
8季度趋势，按日历期对齐
经营现金流LCIITYL
| Q1 26 | — | $107.3M | ||
| Q4 25 | $78.9M | $243.9M | ||
| Q3 25 | $97.2M | $255.2M | ||
| Q2 25 | $112.2M | $98.3M | ||
| Q1 25 | $42.7M | $56.2M | ||
| Q4 24 | $106.6M | $224.8M | ||
| Q3 24 | $78.4M | $263.7M | ||
| Q2 24 | $192.9M | $64.3M |
自由现金流LCIITYL
| Q1 26 | — | $2.0M | ||
| Q4 25 | $64.3M | $239.6M | ||
| Q3 25 | $80.9M | $251.3M | ||
| Q2 25 | $99.5M | $92.8M | ||
| Q1 25 | $33.7M | $53.8M | ||
| Q4 24 | $95.7M | $221.0M | ||
| Q3 24 | $68.3M | $260.8M | ||
| Q2 24 | $180.2M | $57.7M |
自由现金流率LCIITYL
| Q1 26 | — | 0.3% | ||
| Q4 25 | 6.9% | 41.7% | ||
| Q3 25 | 7.8% | 42.2% | ||
| Q2 25 | 9.0% | 15.6% | ||
| Q1 25 | 3.2% | 9.5% | ||
| Q4 24 | 11.9% | 40.8% | ||
| Q3 24 | 7.5% | 48.0% | ||
| Q2 24 | 17.1% | 10.7% |
资本支出强度LCIITYL
| Q1 26 | — | — | ||
| Q4 25 | 1.6% | 0.8% | ||
| Q3 25 | 1.6% | 0.7% | ||
| Q2 25 | 1.2% | 0.9% | ||
| Q1 25 | 0.9% | 0.4% | ||
| Q4 24 | 1.4% | 0.7% | ||
| Q3 24 | 1.1% | 0.5% | ||
| Q2 24 | 1.2% | 1.2% |
现金转化率LCIITYL
| Q1 26 | — | 1.32× | ||
| Q4 25 | 4.22× | 3.72× | ||
| Q3 25 | 1.55× | 3.02× | ||
| Q2 25 | 1.95× | 1.16× | ||
| Q1 25 | 0.86× | 0.69× | ||
| Q4 24 | 11.17× | 3.45× | ||
| Q3 24 | 2.20× | 3.47× | ||
| Q2 24 | 3.15× | 0.95× |
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% |
TYL
| Subscriptions | $429.7M | 70% |
| Maintenance | $108.9M | 18% |
| Other | $74.9M | 12% |
