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李尔公司（LEA）与标普全球（VG）财务数据对比。点击上方公司名可切换其他公司
李尔公司的季度营收约是标普全球的1.3倍（$5.8B vs $4.6B），标普全球净利率更高（13.6% vs 3.0%，领先10.6%），标普全球同比增速更快（59.0% vs 4.7%），过去两年标普全球的营收复合增速更高（103.8% vs -1.6%）
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。
标普全球是总部位于美国纽约曼哈顿的上市企业，核心业务涵盖金融信息与数据分析、能源及大宗商品情报服务，旗下拥有标普全球评级、标普全球能源、标普全球市场财智、印度信用评级机构CRISIL等子品牌，同时是标普道琼斯指数合资公司的控股股东。
LEA vs VG — 直观对比
营收规模更大
LEA
是对方的1.3倍
$4.6B
营收增速更快
VG
高出54.3%
4.7%
净利率更高
VG
高出10.6%
3.0%
两年增速更快
VG
近两年复合增速
-1.6%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $5.8B | $4.6B |
| 净利润 | $172.3M | $625.0M |
| 毛利率 | 7.7% | — |
| 营业利润率 | — | 26.1% |
| 净利率 | 3.0% | 13.6% |
| 营收同比 | 4.7% | 59.0% |
| 净利润同比 | 113.5% | 20.9% |
| 每股收益（稀释后） | $3.34 | $0.19 |
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LEAVG
| Q1 26 | $5.8B | $4.6B | ||
| Q4 25 | $6.0B | $4.4B | ||
| Q3 25 | $5.7B | $3.3B | ||
| Q2 25 | $6.0B | $3.1B | ||
| Q1 25 | $5.6B | $2.9B | ||
| Q4 24 | $5.7B | $1.5B | ||
| Q3 24 | $5.6B | $926.0M | ||
| Q2 24 | $6.0B | $1.1B |
净利润LEAVG
| Q1 26 | $172.3M | $625.0M | ||
| Q4 25 | $82.7M | $1.2B | ||
| Q3 25 | $108.2M | $550.0M | ||
| Q2 25 | $165.2M | $475.0M | ||
| Q1 25 | $80.7M | $517.0M | ||
| Q4 24 | $88.1M | $990.0M | ||
| Q3 24 | $135.8M | $-294.0M | ||
| Q2 24 | $173.1M | $352.0M |
毛利率LEAVG
| Q1 26 | 7.7% | — | ||
| Q4 25 | 5.7% | — | ||
| Q3 25 | 6.4% | — | ||
| Q2 25 | 7.3% | — | ||
| Q1 25 | 6.5% | — | ||
| Q4 24 | 6.8% | — | ||
| Q3 24 | 7.3% | — | ||
| Q2 24 | 7.5% | — |
营业利润率LEAVG
| Q1 26 | — | 26.1% | ||
| Q4 25 | 2.6% | 38.7% | ||
| Q3 25 | 3.4% | 39.7% | ||
| Q2 25 | 4.1% | 33.5% | ||
| Q1 25 | 3.3% | 37.3% | ||
| Q4 24 | 3.7% | 39.0% | ||
| Q3 24 | 3.9% | 20.4% | ||
| Q2 24 | 4.3% | 32.8% |
净利率LEAVG
| Q1 26 | 3.0% | 13.6% | ||
| Q4 25 | 1.4% | 26.8% | ||
| Q3 25 | 1.9% | 16.5% | ||
| Q2 25 | 2.7% | 15.3% | ||
| Q1 25 | 1.5% | 17.9% | ||
| Q4 24 | 1.5% | 65.0% | ||
| Q3 24 | 2.4% | -31.7% | ||
| Q2 24 | 2.9% | 31.8% |
每股收益（稀释后）LEAVG
| Q1 26 | $3.34 | $0.19 | ||
| Q4 25 | $1.58 | $0.41 | ||
| Q3 25 | $2.02 | $0.16 | ||
| Q2 25 | $3.06 | $0.14 | ||
| Q1 25 | $1.49 | $0.15 | ||
| Q4 24 | $1.64 | $0.35 | ||
| Q3 24 | $2.41 | $-0.15 | ||
| Q2 24 | $3.02 | $0.12 |
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 | $881.9M | $1.6B |
| 总债务越低越好 | $2.7B | — |
| 股东权益账面价值 | $5.3B | $10.7B |
| 总资产 | $15.5B | $56.3B |
| 负债/权益比越低杠杆越低 | 0.52× | — |
8季度趋势，按日历期对齐
现金及短期投资LEAVG
| Q1 26 | $881.9M | $1.6B | ||
| Q4 25 | $1.0B | $2.4B | ||
| Q3 25 | $1.0B | $1.9B | ||
| Q2 25 | $887.9M | $2.2B | ||
| Q1 25 | $779.9M | $3.6B | ||
| Q4 24 | $1.1B | $3.6B | ||
| Q3 24 | $763.9M | — | ||
| Q2 24 | $950.3M | — |
总债务LEAVG
| Q1 26 | $2.7B | — | ||
| Q4 25 | $2.7B | $34.2B | ||
| Q3 25 | $2.8B | $32.6B | ||
| Q2 25 | $2.8B | $30.0B | ||
| Q1 25 | $2.7B | $29.3B | ||
| Q4 24 | $2.7B | $29.3B | ||
| Q3 24 | $2.8B | — | ||
| Q2 24 | $2.7B | — |
股东权益LEAVG
| Q1 26 | $5.3B | $10.7B | ||
| Q4 25 | $5.0B | $6.7B | ||
| Q3 25 | $5.1B | $5.7B | ||
| Q2 25 | $5.1B | $5.3B | ||
| Q1 25 | $4.7B | $4.9B | ||
| Q4 24 | $4.5B | $2.9B | ||
| Q3 24 | $4.8B | — | ||
| Q2 24 | $4.8B | — |
总资产LEAVG
| Q1 26 | $15.5B | $56.3B | ||
| Q4 25 | $14.8B | $53.4B | ||
| Q3 25 | $15.2B | $50.1B | ||
| Q2 25 | $15.3B | $46.5B | ||
| Q1 25 | $14.6B | $45.1B | ||
| Q4 24 | $14.0B | $43.5B | ||
| Q3 24 | $14.8B | — | ||
| Q2 24 | $14.7B | — |
负债/权益比LEAVG
| Q1 26 | 0.52× | — | ||
| Q4 25 | 0.54× | 5.07× | ||
| Q3 25 | 0.54× | 5.73× | ||
| Q2 25 | 0.54× | 5.69× | ||
| Q1 25 | 0.59× | 6.01× | ||
| Q4 24 | 0.61× | 10.11× | ||
| Q3 24 | 0.58× | — | ||
| 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 | $98.1M | — |
| 自由现金流经营现金流 - 资本支出 | $-26.5M | — |
| 自由现金流率自由现金流/营收 | -0.5% | — |
| 资本支出强度资本支出/营收 | 2.1% | — |
| 现金转化率经营现金流/净利润 | 0.57× | — |
| 过去12个月自由现金流最近4个季度 | $732.4M | — |
8季度趋势，按日历期对齐
经营现金流LEAVG
| Q1 26 | $98.1M | — | ||
| Q4 25 | $475.9M | $2.1B | ||
| Q3 25 | $444.4M | $1.9B | ||
| Q2 25 | $296.2M | $1.5B | ||
| Q1 25 | $-127.7M | $1.1B | ||
| Q4 24 | $680.8M | — | ||
| Q3 24 | $182.7M | — | ||
| Q2 24 | $291.2M | — |
自由现金流LEAVG
| Q1 26 | $-26.5M | — | ||
| Q4 25 | $281.1M | $-1.5B | ||
| Q3 25 | $307.0M | $-1.4B | ||
| Q2 25 | $170.8M | $-1.5B | ||
| Q1 25 | $-231.7M | $-2.4B | ||
| Q4 24 | $488.7M | — | ||
| Q3 24 | $50.5M | — | ||
| Q2 24 | $170.4M | — |
自由现金流率LEAVG
| Q1 26 | -0.5% | — | ||
| Q4 25 | 4.7% | -34.1% | ||
| Q3 25 | 5.4% | -42.4% | ||
| Q2 25 | 2.8% | -49.1% | ||
| Q1 25 | -4.2% | -81.3% | ||
| Q4 24 | 8.6% | — | ||
| Q3 24 | 0.9% | — | ||
| Q2 24 | 2.8% | — |
资本支出强度LEAVG
| Q1 26 | 2.1% | — | ||
| Q4 25 | 3.3% | 81.6% | ||
| Q3 25 | 2.4% | 98.9% | ||
| Q2 25 | 2.1% | 96.1% | ||
| Q1 25 | 1.9% | 119.8% | ||
| Q4 24 | 3.4% | — | ||
| Q3 24 | 2.4% | — | ||
| Q2 24 | 2.0% | — |
现金转化率LEAVG
| Q1 26 | 0.57× | — | ||
| Q4 25 | 5.75× | 1.77× | ||
| Q3 25 | 4.11× | 3.42× | ||
| Q2 25 | 1.79× | 3.07× | ||
| Q1 25 | -1.58× | 2.15× | ||
| Q4 24 | 7.73× | — | ||
| Q3 24 | 1.35× | — | ||
| Q2 24 | 1.68× | — |
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
| Seating | $4.4B | 76% |
| E-Systems | $1.4B | 24% |
VG
暂无分部数据
