vs
LCI INDUSTRIES（LCII）与微博公司（WB）财务数据对比。点击上方公司名可切换其他公司
微博公司的季度营收约是LCI INDUSTRIES的1.4倍（$1.3B vs $932.7M），微博公司净利率更高（35.7% vs 2.0%，领先33.7%），过去两年微博公司的营收复合增速更高（22.6% 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。
微博公司是中国知名的社交网络企业，旗下运营的新浪微博是国内极具影响力的微博客平台，公司总部位于中国北京，为数以亿计的用户提供社交互动、资讯传播、内容创作等多元互联网服务。
LCII vs WB — 直观对比
营收规模更大
WB
是对方的1.4倍
$932.7M
净利率更高
WB
高出33.7%
2.0%
两年增速更快
WB
近两年复合增速
-1.8%
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $932.7M | $1.3B |
| 净利润 | $18.7M | $458.3M |
| 毛利率 | 22.1% | — |
| 营业利润率 | 3.8% | 29.1% |
| 净利率 | 2.0% | 35.7% |
| 营收同比 | 16.1% | — |
| 净利润同比 | 95.7% | — |
| 每股收益（稀释后） | $0.79 | — |
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LCIIWB
| Q4 25 | $932.7M | — | ||
| Q3 25 | $1.0B | $1.3B | ||
| Q2 25 | $1.1B | $841.7M | ||
| Q1 25 | $1.0B | $396.9M | ||
| Q4 24 | $803.1M | — | ||
| Q3 24 | $915.5M | $1.3B | ||
| Q2 24 | $1.1B | $833.4M | ||
| Q1 24 | $968.0M | $395.5M |
净利润LCIIWB
| Q4 25 | $18.7M | — | ||
| Q3 25 | $62.5M | $458.3M | ||
| Q2 25 | $57.6M | $234.8M | ||
| Q1 25 | $49.4M | $108.1M | ||
| Q4 24 | $9.5M | — | ||
| Q3 24 | $35.6M | $297.4M | ||
| Q2 24 | $61.2M | $164.6M | ||
| Q1 24 | $36.5M | $51.1M |
毛利率LCIIWB
| 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LCIIWB
| Q4 25 | 3.8% | — | ||
| Q3 25 | 7.3% | 29.1% | ||
| Q2 25 | 7.9% | 30.4% | ||
| Q1 25 | 7.8% | 27.8% | ||
| Q4 24 | 2.0% | — | ||
| Q3 24 | 5.9% | 29.0% | ||
| Q2 24 | 8.6% | 28.2% | ||
| Q1 24 | 6.0% | 25.2% |
净利率LCIIWB
| Q4 25 | 2.0% | — | ||
| Q3 25 | 6.0% | 35.7% | ||
| Q2 25 | 5.2% | 27.9% | ||
| Q1 25 | 4.7% | 27.2% | ||
| Q4 24 | 1.2% | — | ||
| Q3 24 | 3.9% | 22.9% | ||
| Q2 24 | 5.8% | 19.8% | ||
| Q1 24 | 3.8% | 12.9% |
每股收益（稀释后）LCIIWB
| Q4 25 | $0.79 | — | ||
| Q3 25 | $2.55 | — | ||
| Q2 25 | $2.29 | — | ||
| Q1 25 | $1.94 | — | ||
| Q4 24 | $0.37 | — | ||
| Q3 24 | $1.39 | — | ||
| Q2 24 | $2.40 | — | ||
| Q1 24 | $1.44 | — |
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 | $1.1B |
| 总债务越低越好 | $945.2M | — |
| 股东权益账面价值 | $1.4B | $3.9B |
| 总资产 | $3.2B | $6.9B |
| 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LCIIWB
| Q4 25 | $222.6M | — | ||
| Q3 25 | $199.7M | $1.1B | ||
| Q2 25 | $191.9M | $1.2B | ||
| Q1 25 | $231.2M | $1.2B | ||
| Q4 24 | $165.8M | — | ||
| Q3 24 | $161.2M | — | ||
| Q2 24 | $130.4M | $1.9B | ||
| Q1 24 | $22.6M | $2.1B |
总债务LCIIWB
| 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LCIIWB
| Q4 25 | $1.4B | — | ||
| Q3 25 | $1.4B | $3.9B | ||
| Q2 25 | $1.4B | $3.6B | ||
| Q1 25 | $1.4B | $3.5B | ||
| Q4 24 | $1.4B | — | ||
| Q3 24 | $1.4B | — | ||
| Q2 24 | $1.4B | $3.4B | ||
| Q1 24 | $1.4B | $3.3B |
总资产LCIIWB
| Q4 25 | $3.2B | — | ||
| Q3 25 | $3.2B | $6.9B | ||
| Q2 25 | $3.2B | $6.5B | ||
| Q1 25 | $3.1B | $6.7B | ||
| Q4 24 | $2.9B | — | ||
| Q3 24 | $3.0B | — | ||
| Q2 24 | $3.0B | $7.1B | ||
| Q1 24 | $3.0B | $7.3B |
负债/权益比LCIIWB
| 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 | — |
| 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× | — |
| 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LCIIWB
| Q4 25 | $78.9M | — | ||
| Q3 25 | $97.2M | — | ||
| Q2 25 | $112.2M | — | ||
| Q1 25 | $42.7M | — | ||
| Q4 24 | $106.6M | — | ||
| Q3 24 | $78.4M | — | ||
| Q2 24 | $192.9M | — | ||
| Q1 24 | $-7.7M | — |
自由现金流LCIIWB
| 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LCIIWB
| 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LCIIWB
| 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LCIIWB
| 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× | — |
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% |
WB
| Income from operations | $373.2M | 29% |
| Shares used in computing diluted net income per share attributable to Weibos shareholders | $268.1M | 21% |
| Shares used in computing basic net income per share attributable to Weibos shareholders | $238.6M | 19% |
| Value-added services | $186.1M | 14% |
| Less: Income tax expenses | $113.2M | 9% |
| Investment related income, net | $45.0M | 4% |
| Product development | $16.7M | 1% |
| General and administrative | $10.6M | 1% |
| Sales and marketing | $7.1M | 1% |
| Accretion to redeemable non-controlling interests | $3.0M | 0% |
