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Leidos（LDOS）与林德（LIN）财务数据对比。点击上方公司名可切换其他公司
林德的季度营收约是Leidos的2.0倍（$8.8B vs $4.4B），林德同比增速更快（8.2% vs 3.7%），过去两年Leidos的营收复合增速更高（3.5% vs 3.1%）
Leidos Holdings, Inc.是总部位于美国弗吉尼亚州雷斯顿的企业，业务覆盖国防、航空、信息技术、生物医学研究领域，提供科研、工程、系统集成及技术服务。其前身为科学应用国际公司（SAIC），2016年8月与洛克希德·马丁旗下IT业务板块合并，成为国防行业规模最大的IT服务提供商。
林德是全球知名跨国化工企业，按市场份额及营收计为全球最大工业气体供应商。公司1879年由德国科学家、工程师卡尔·冯·林德在德国威斯巴登创立，现总部位于英国沃金，在爱尔兰注册，2018年由原林德股份公司与1907年在美国成立的普莱克斯合并组建。
LDOS vs LIN — 直观对比
营收规模更大
LIN
是对方的2.0倍
$4.4B
营收增速更快
LIN
高出4.6%
3.7%
两年增速更快
LDOS
近两年复合增速
3.1%
损益表 — Q1 FY2027 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $4.4B | $8.8B |
| 净利润 | $335.0M | — |
| 毛利率 | 17.3% | 48.5% |
| 营业利润率 | 11.5% | 27.8% |
| 净利率 | 7.6% | — |
| 营收同比 | 3.7% | 8.2% |
| 净利润同比 | -8.2% | — |
| 每股收益（稀释后） | $2.56 | $3.98 |
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LDOSLIN
| Q1 26 | $4.2B | $8.8B | ||
| Q4 25 | $4.4B | $8.8B | ||
| Q3 25 | $4.2B | $8.6B | ||
| Q2 25 | $4.2B | $8.5B | ||
| Q1 25 | $4.3B | $8.1B | ||
| Q4 24 | — | $8.3B | ||
| Q3 24 | $4.2B | $8.4B | ||
| Q2 24 | $4.1B | $8.3B |
净利润LDOSLIN
| Q1 26 | $327.0M | — | ||
| Q4 25 | $367.0M | $1.5B | ||
| Q3 25 | $391.0M | $1.9B | ||
| Q2 25 | $363.0M | $1.8B | ||
| Q1 25 | $284.0M | $1.7B | ||
| Q4 24 | — | $1.7B | ||
| Q3 24 | $364.0M | $1.6B | ||
| Q2 24 | $322.0M | $1.7B |
毛利率LDOSLIN
| Q1 26 | 17.4% | 48.5% | ||
| Q4 25 | 18.0% | — | ||
| Q3 25 | 18.0% | — | ||
| Q2 25 | 17.5% | — | ||
| Q1 25 | 15.6% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 17.8% | — | ||
| Q2 24 | 16.6% | — |
营业利润率LDOSLIN
| Q1 26 | 11.3% | 27.8% | ||
| Q4 25 | 12.0% | 23.0% | ||
| Q3 25 | 13.5% | 27.5% | ||
| Q2 25 | 12.5% | 27.7% | ||
| Q1 25 | 9.7% | 26.9% | ||
| Q4 24 | — | 27.4% | ||
| Q3 24 | 12.4% | 25.0% | ||
| Q2 24 | 11.6% | 26.4% |
净利率LDOSLIN
| Q1 26 | 7.8% | — | ||
| Q4 25 | 8.2% | 17.5% | ||
| Q3 25 | 9.2% | 22.4% | ||
| Q2 25 | 8.6% | 20.8% | ||
| Q1 25 | 6.5% | 20.6% | ||
| Q4 24 | — | 20.8% | ||
| Q3 24 | 8.7% | 18.5% | ||
| Q2 24 | 7.8% | 20.1% |
每股收益（稀释后）LDOSLIN
| Q1 26 | $2.54 | $3.98 | ||
| Q4 25 | $2.82 | $3.28 | ||
| Q3 25 | $3.01 | $4.09 | ||
| Q2 25 | $2.77 | $3.73 | ||
| Q1 25 | $2.10 | $3.51 | ||
| Q4 24 | — | $3.61 | ||
| Q3 24 | $2.68 | $3.22 | ||
| Q2 24 | $2.37 | $3.44 |
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 | $457.0M | $4.0B |
| 总债务越低越好 | $6.0B | $24.7B |
| 股东权益账面价值 | $5.1B | $40.1B |
| 总资产 | $15.4B | $86.3B |
| 负债/权益比越低杠杆越低 | 1.19× | 0.62× |
8季度趋势，按日历期对齐
现金及短期投资LDOSLIN
| Q1 26 | $1.1B | $4.0B | ||
| Q4 25 | $974.0M | $5.1B | ||
| Q3 25 | $930.0M | $4.5B | ||
| Q2 25 | $842.0M | $4.8B | ||
| Q1 25 | $943.0M | $5.3B | ||
| Q4 24 | — | $4.8B | ||
| Q3 24 | $1.2B | $5.2B | ||
| Q2 24 | $823.0M | $4.6B |
总债务LDOSLIN
| Q1 26 | $4.6B | $24.7B | ||
| Q4 25 | $4.6B | $20.7B | ||
| Q3 25 | $5.0B | $18.6B | ||
| Q2 25 | $5.0B | $19.7B | ||
| Q1 25 | $4.1B | $17.6B | ||
| Q4 24 | — | $15.3B | ||
| Q3 24 | $4.1B | $17.5B | ||
| Q2 24 | $4.1B | $16.9B |
股东权益LDOSLIN
| Q1 26 | $4.9B | $40.1B | ||
| Q4 25 | $4.9B | $38.2B | ||
| Q3 25 | $4.7B | $38.6B | ||
| Q2 25 | $4.3B | $38.5B | ||
| Q1 25 | $4.4B | $38.0B | ||
| Q4 24 | — | $38.1B | ||
| Q3 24 | $4.6B | $39.2B | ||
| Q2 24 | $4.5B | $38.2B |
总资产LDOSLIN
| Q1 26 | $13.5B | $86.3B | ||
| Q4 25 | $13.5B | $86.8B | ||
| Q3 25 | $13.5B | $86.0B | ||
| Q2 25 | $13.2B | $86.1B | ||
| Q1 25 | $13.1B | $82.7B | ||
| Q4 24 | — | $80.1B | ||
| Q3 24 | $13.3B | $82.5B | ||
| Q2 24 | $12.9B | $80.2B |
负债/权益比LDOSLIN
| Q1 26 | 0.94× | 0.62× | ||
| Q4 25 | 0.94× | 0.54× | ||
| Q3 25 | 1.07× | 0.48× | ||
| Q2 25 | 1.18× | 0.51× | ||
| Q1 25 | 0.92× | 0.46× | ||
| Q4 24 | — | 0.40× | ||
| Q3 24 | 0.88× | 0.45× | ||
| Q2 24 | 0.92× | 0.44× |
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 | $301.0M | — |
| 自由现金流经营现金流 - 资本支出 | — | $898.0K |
| 自由现金流率自由现金流/营收 | — | 0.0% |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 0.90× | — |
| 过去12个月自由现金流最近4个季度 | — | $4.2B |
8季度趋势，按日历期对齐
经营现金流LDOSLIN
| Q1 26 | $495.0M | — | ||
| Q4 25 | — | $3.0B | ||
| Q3 25 | $711.0M | $2.9B | ||
| Q2 25 | $58.0M | $2.2B | ||
| Q1 25 | $299.0M | $2.2B | ||
| Q4 24 | — | $2.8B | ||
| Q3 24 | $656.0M | $2.7B | ||
| Q2 24 | $374.0M | $1.9B |
自由现金流LDOSLIN
| Q1 26 | $452.0M | $898.0K | ||
| Q4 25 | — | $1.6B | ||
| Q3 25 | $680.0M | $1.7B | ||
| Q2 25 | $36.0M | $954.0M | ||
| Q1 25 | $213.0M | $891.0M | ||
| Q4 24 | — | $1.6B | ||
| Q3 24 | $633.0M | $1.7B | ||
| Q2 24 | $351.0M | $796.0M |
自由现金流率LDOSLIN
| Q1 26 | 10.8% | 0.0% | ||
| Q4 25 | — | 17.9% | ||
| Q3 25 | 16.1% | 19.4% | ||
| Q2 25 | 0.9% | 11.2% | ||
| Q1 25 | 4.9% | 11.0% | ||
| Q4 24 | — | 18.8% | ||
| Q3 24 | 15.2% | 19.9% | ||
| Q2 24 | 8.5% | 9.6% |
资本支出强度LDOSLIN
| Q1 26 | 1.0% | — | ||
| Q4 25 | — | 16.6% | ||
| Q3 25 | 0.7% | 14.8% | ||
| Q2 25 | 0.5% | 14.8% | ||
| Q1 25 | 2.0% | 15.7% | ||
| Q4 24 | — | 15.1% | ||
| Q3 24 | 0.6% | 12.8% | ||
| Q2 24 | 0.6% | 13.7% |
现金转化率LDOSLIN
| Q1 26 | 1.51× | — | ||
| Q4 25 | — | 1.98× | ||
| Q3 25 | 1.82× | 1.53× | ||
| Q2 25 | 0.16× | 1.25× | ||
| Q1 25 | 1.05× | 1.29× | ||
| Q4 24 | — | 1.63× | ||
| Q3 24 | 1.80× | 1.76× | ||
| Q2 24 | 1.16× | 1.16× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
