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李尔公司（LEA）与Smurfit Westrock（SW）财务数据对比。点击上方公司名可切换其他公司
Smurfit Westrock的季度营收约是李尔公司的1.3倍（$7.7B vs $6.0B），李尔公司净利率更高（1.4% vs 0.8%，领先0.6%），李尔公司同比增速更快（4.8% vs 0.7%），过去两年Smurfit Westrock的营收复合增速更高（61.2% vs -0.1%）
李尔公司是美国知名汽车零部件供应商，核心业务涵盖汽车座椅及电气系统的研发、生产与销售。公司曾位列2018年《财富》世界500强第148位，2019年升至第147位，在全球汽车供应链领域拥有突出的市场地位与品牌影响力。
Smurfit Westrock plc是总部位于爱尔兰都柏林的企业，核心业务为生产瓦楞包装及各类纸制包装产品，公司股票同时在纽约证券交易所和伦敦证券交易所挂牌上市。
LEA vs SW — 直观对比
营收规模更大
SW
是对方的1.3倍
$6.0B
营收增速更快
LEA
高出4.1%
0.7%
净利率更高
LEA
高出0.6%
0.8%
两年增速更快
SW
近两年复合增速
-0.1%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $6.0B | $7.7B |
| 净利润 | $82.7M | $63.0M |
| 毛利率 | 5.7% | 16.4% |
| 营业利润率 | 2.6% | 3.3% |
| 净利率 | 1.4% | 0.8% |
| 营收同比 | 4.8% | 0.7% |
| 净利润同比 | -6.1% | 0.0% |
| 每股收益（稀释后） | $1.58 | $0.12 |
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LEASW
| Q1 26 | — | $7.7B | ||
| Q4 25 | $6.0B | $7.6B | ||
| Q3 25 | $5.7B | $8.0B | ||
| Q2 25 | $6.0B | $7.9B | ||
| Q1 25 | $5.6B | $7.7B | ||
| Q4 24 | $5.7B | $7.5B | ||
| Q3 24 | $5.6B | $7.7B | ||
| Q2 24 | $6.0B | $3.0B |
净利润LEASW
| Q1 26 | — | $63.0M | ||
| Q4 25 | $82.7M | $97.0M | ||
| Q3 25 | $108.2M | $246.0M | ||
| Q2 25 | $165.2M | $-28.0M | ||
| Q1 25 | $80.7M | $384.0M | ||
| Q4 24 | $88.1M | $146.0M | ||
| Q3 24 | $135.8M | $-150.0M | ||
| Q2 24 | $173.1M | $132.0M |
毛利率LEASW
| Q1 26 | — | 16.4% | ||
| Q4 25 | 5.7% | 18.2% | ||
| Q3 25 | 6.4% | 19.6% | ||
| Q2 25 | 7.3% | 19.1% | ||
| Q1 25 | 6.5% | 20.6% | ||
| Q4 24 | 6.8% | 19.1% | ||
| Q3 24 | 7.3% | 17.6% | ||
| Q2 24 | 7.5% | 23.3% |
营业利润率LEASW
| Q1 26 | — | 3.3% | ||
| Q4 25 | 2.6% | 5.1% | ||
| Q3 25 | 3.4% | 6.6% | ||
| Q2 25 | 4.1% | 3.2% | ||
| Q1 25 | 3.3% | 7.2% | ||
| Q4 24 | 3.7% | 5.3% | ||
| Q3 24 | 3.9% | 0.7% | ||
| Q2 24 | 4.3% | 8.2% |
净利率LEASW
| Q1 26 | — | 0.8% | ||
| Q4 25 | 1.4% | 1.3% | ||
| Q3 25 | 1.9% | 3.1% | ||
| Q2 25 | 2.7% | -0.4% | ||
| Q1 25 | 1.5% | 5.0% | ||
| Q4 24 | 1.5% | 1.9% | ||
| Q3 24 | 2.4% | -2.0% | ||
| Q2 24 | 2.9% | 4.4% |
每股收益（稀释后）LEASW
| Q1 26 | — | $0.12 | ||
| Q4 25 | $1.58 | $0.18 | ||
| Q3 25 | $2.02 | $0.47 | ||
| Q2 25 | $3.06 | $-0.05 | ||
| Q1 25 | $1.49 | $0.73 | ||
| Q4 24 | $1.64 | $-0.12 | ||
| Q3 24 | $2.41 | $-0.30 | ||
| Q2 24 | $3.02 | $0.51 |
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 | $1.0B | — |
| 总债务越低越好 | $2.7B | $980.0M |
| 股东权益账面价值 | $5.0B | $18.1B |
| 总资产 | $14.8B | $45.2B |
| 负债/权益比越低杠杆越低 | 0.54× | 0.05× |
8季度趋势，按日历期对齐
现金及短期投资LEASW
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | $892.0M | ||
| Q3 25 | $1.0B | $851.0M | ||
| Q2 25 | $887.9M | $778.0M | ||
| Q1 25 | $779.9M | $797.0M | ||
| Q4 24 | $1.1B | $855.0M | ||
| Q3 24 | $763.9M | — | ||
| Q2 24 | $950.3M | $26.8K |
总债务LEASW
| Q1 26 | — | $980.0M | ||
| Q4 25 | $2.7B | $13.4B | ||
| Q3 25 | $2.8B | $13.3B | ||
| Q2 25 | $2.8B | $13.3B | ||
| Q1 25 | $2.7B | $12.9B | ||
| Q4 24 | $2.7B | $12.5B | ||
| Q3 24 | $2.8B | $13.2B | ||
| Q2 24 | $2.7B | — |
股东权益LEASW
| Q1 26 | — | $18.1B | ||
| Q4 25 | $5.0B | $18.3B | ||
| Q3 25 | $5.1B | $18.4B | ||
| Q2 25 | $5.1B | $18.3B | ||
| Q1 25 | $4.7B | $17.9B | ||
| Q4 24 | $4.5B | $17.4B | ||
| Q3 24 | $4.8B | $18.0B | ||
| Q2 24 | $4.8B | $14.5K |
总资产LEASW
| Q1 26 | — | $45.2B | ||
| Q4 25 | $14.8B | $45.2B | ||
| Q3 25 | $15.2B | $45.6B | ||
| Q2 25 | $15.3B | $45.7B | ||
| Q1 25 | $14.6B | $44.6B | ||
| Q4 24 | $14.0B | $43.8B | ||
| Q3 24 | $14.8B | $45.0B | ||
| Q2 24 | $14.7B | $26.8K |
负债/权益比LEASW
| Q1 26 | — | 0.05× | ||
| Q4 25 | 0.54× | 0.73× | ||
| Q3 25 | 0.54× | 0.72× | ||
| Q2 25 | 0.54× | 0.73× | ||
| Q1 25 | 0.59× | 0.72× | ||
| Q4 24 | 0.61× | 0.72× | ||
| Q3 24 | 0.58× | 0.73× | ||
| Q2 24 | 0.57× | — |
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 | $475.9M | $204.0M |
| 自由现金流经营现金流 - 资本支出 | $281.1M | — |
| 自由现金流率自由现金流/营收 | 4.7% | — |
| 资本支出强度资本支出/营收 | 3.3% | — |
| 现金转化率经营现金流/净利润 | 5.75× | 3.24× |
| 过去12个月自由现金流最近4个季度 | $527.2M | — |
8季度趋势，按日历期对齐
经营现金流LEASW
| Q1 26 | — | $204.0M | ||
| Q4 25 | $475.9M | $1.2B | ||
| Q3 25 | $444.4M | $1.1B | ||
| Q2 25 | $296.2M | $829.0M | ||
| Q1 25 | $-127.7M | $235.0M | ||
| Q4 24 | $680.8M | $781.0M | ||
| Q3 24 | $182.7M | $320.0M | ||
| Q2 24 | $291.2M | $340.0M |
自由现金流LEASW
| Q1 26 | — | — | ||
| Q4 25 | $281.1M | $612.0M | ||
| Q3 25 | $307.0M | $523.0M | ||
| Q2 25 | $170.8M | $307.0M | ||
| Q1 25 | $-231.7M | $-242.0M | ||
| Q4 24 | $488.7M | $212.0M | ||
| Q3 24 | $50.5M | $-192.0M | ||
| Q2 24 | $170.4M | $163.0M |
自由现金流率LEASW
| Q1 26 | — | — | ||
| Q4 25 | 4.7% | 8.1% | ||
| Q3 25 | 5.4% | 6.5% | ||
| Q2 25 | 2.8% | 3.9% | ||
| Q1 25 | -4.2% | -3.2% | ||
| Q4 24 | 8.6% | 2.8% | ||
| Q3 24 | 0.9% | -2.5% | ||
| Q2 24 | 2.8% | 5.5% |
资本支出强度LEASW
| Q1 26 | — | — | ||
| Q4 25 | 3.3% | 7.7% | ||
| Q3 25 | 2.4% | 7.6% | ||
| Q2 25 | 2.1% | 6.6% | ||
| Q1 25 | 1.9% | 6.2% | ||
| Q4 24 | 3.4% | 7.5% | ||
| Q3 24 | 2.4% | 6.7% | ||
| Q2 24 | 2.0% | 6.0% |
现金转化率LEASW
| Q1 26 | — | 3.24× | ||
| Q4 25 | 5.75× | 12.32× | ||
| Q3 25 | 4.11× | 4.61× | ||
| Q2 25 | 1.79× | — | ||
| Q1 25 | -1.58× | 0.61× | ||
| Q4 24 | 7.73× | 5.35× | ||
| Q3 24 | 1.35× | — | ||
| Q2 24 | 1.68× | 2.58× |
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
LEA
| Other | $3.5B | 59% |
| Seating Segment | $1.9B | 32% |
| E Systems Segment | $520.6M | 9% |
SW
暂无分部数据
