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林肯电气（LECO）与RPM INTERNATIONAL INC（RPM）财务数据对比。点击上方公司名可切换其他公司
RPM INTERNATIONAL INC的季度营收约是林肯电气的1.7倍（$1.9B vs $1.1B），林肯电气净利率更高（12.2% vs 8.4%，领先3.7%），林肯电气同比增速更快（11.7% vs 3.5%），RPM INTERNATIONAL INC自由现金流更多（$296.4M vs $63.0M），过去两年RPM INTERNATIONAL INC的营收复合增速更高（12.0% vs 4.8%）
林肯电气是美国跨国焊接产品制造企业，总部位于俄亥俄州欧几里得市，主营弧焊设备、焊接配件、等离子及氧燃料切割设备、焊接机器人系统等，业务覆盖160余个国家和地区，在全球设有42个生产基地，同时在19个国家布局了生产联盟及合资企业。
BVS娱乐前身为Saban制作、Saban国际及Saban娱乐，是华特迪士尼公司旗下子公司。1980年4月24日由哈伊姆·萨班与舒基·利维创立，最初主营音乐制作，后逐步转向电视节目制作发行业务，最为知名的是为Fox Family/ABC Family及已停播的Fox Kids、Jetix频道制作发行儿童节目。
LECO vs RPM — 直观对比
营收规模更大
RPM
是对方的1.7倍
$1.1B
营收增速更快
LECO
高出8.2%
3.5%
净利率更高
LECO
高出3.7%
8.4%
自由现金流更多
RPM
多$233.4M
$63.0M
两年增速更快
RPM
近两年复合增速
4.8%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.9B |
| 净利润 | $136.4M | $161.2M |
| 毛利率 | 35.6% | 40.8% |
| 营业利润率 | 16.6% | 11.0% |
| 净利率 | 12.2% | 8.4% |
| 营收同比 | 11.7% | 3.5% |
| 净利润同比 | 15.1% | -12.0% |
| 每股收益（稀释后） | $2.47 | $1.26 |
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LECORPM
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | $1.9B | ||
| Q3 25 | $1.1B | $2.1B | ||
| Q2 25 | $1.1B | $2.1B | ||
| Q1 25 | $1.0B | $1.5B | ||
| Q4 24 | $1.0B | $1.8B | ||
| Q3 24 | $983.8M | $2.0B | ||
| Q2 24 | $1.0B | $2.0B |
净利润LECORPM
| Q1 26 | $136.4M | — | ||
| Q4 25 | $136.0M | $161.2M | ||
| Q3 25 | $122.6M | $227.6M | ||
| Q2 25 | $143.4M | $225.8M | ||
| Q1 25 | $118.5M | $52.0M | ||
| Q4 24 | $140.2M | $183.2M | ||
| Q3 24 | $100.8M | $227.7M | ||
| Q2 24 | $101.7M | $180.6M |
毛利率LECORPM
| Q1 26 | 35.6% | — | ||
| Q4 25 | 34.7% | 40.8% | ||
| Q3 25 | 36.7% | 42.3% | ||
| Q2 25 | 37.3% | 42.4% | ||
| Q1 25 | 36.4% | 38.4% | ||
| Q4 24 | 36.1% | 41.4% | ||
| Q3 24 | 35.8% | 42.5% | ||
| Q2 24 | 37.6% | 41.4% |
营业利润率LECORPM
| Q1 26 | 16.6% | — | ||
| Q4 25 | 17.1% | 11.0% | ||
| Q3 25 | 16.6% | 14.1% | ||
| Q2 25 | 17.6% | 11.9% | ||
| Q1 25 | 16.4% | 2.8% | ||
| Q4 24 | 17.3% | 11.5% | ||
| Q3 24 | 14.8% | 14.8% | ||
| Q2 24 | 14.6% | 11.9% |
净利率LECORPM
| Q1 26 | 12.2% | — | ||
| Q4 25 | 12.6% | 8.4% | ||
| Q3 25 | 11.6% | 10.8% | ||
| Q2 25 | 13.2% | 10.8% | ||
| Q1 25 | 11.8% | 3.5% | ||
| Q4 24 | 13.7% | 9.9% | ||
| Q3 24 | 10.2% | 11.6% | ||
| Q2 24 | 10.0% | 9.0% |
每股收益（稀释后）LECORPM
| Q1 26 | $2.47 | — | ||
| Q4 25 | $2.45 | $1.26 | ||
| Q3 25 | $2.21 | $1.77 | ||
| Q2 25 | $2.56 | $1.76 | ||
| Q1 25 | $2.10 | $0.40 | ||
| Q4 24 | $2.47 | $1.42 | ||
| Q3 24 | $1.77 | $1.77 | ||
| Q2 24 | $1.77 | $1.40 |
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 | $298.9M | $316.6M |
| 总债务越低越好 | $1.3B | $2.5B |
| 股东权益账面价值 | $1.5B | $3.1B |
| 总资产 | $3.9B | $7.9B |
| 负债/权益比越低杠杆越低 | 0.87× | 0.80× |
8季度趋势，按日历期对齐
现金及短期投资LECORPM
| Q1 26 | $298.9M | — | ||
| Q4 25 | $308.8M | $316.6M | ||
| Q3 25 | $293.0M | $297.1M | ||
| Q2 25 | $299.5M | $302.1M | ||
| Q1 25 | $394.7M | $241.9M | ||
| Q4 24 | $377.3M | $268.7M | ||
| Q3 24 | $404.2M | $231.6M | ||
| Q2 24 | $272.7M | $237.4M |
总债务LECORPM
| Q1 26 | $1.3B | — | ||
| Q4 25 | — | $2.5B | ||
| Q3 25 | — | $2.7B | ||
| Q2 25 | — | $2.6B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | — | $2.0B | ||
| Q2 24 | — | $2.0B |
股东权益LECORPM
| Q1 26 | $1.5B | — | ||
| Q4 25 | $1.5B | $3.1B | ||
| Q3 25 | $1.4B | $3.1B | ||
| Q2 25 | $1.4B | $2.9B | ||
| Q1 25 | $1.3B | $2.7B | ||
| Q4 24 | $1.3B | $2.7B | ||
| Q3 24 | $1.3B | $2.6B | ||
| Q2 24 | $1.3B | $2.5B |
总资产LECORPM
| Q1 26 | $3.9B | — | ||
| Q4 25 | $3.8B | $7.9B | ||
| Q3 25 | $3.8B | $7.9B | ||
| Q2 25 | $3.7B | $7.8B | ||
| Q1 25 | $3.6B | $6.6B | ||
| Q4 24 | $3.5B | $6.7B | ||
| Q3 24 | $3.7B | $6.6B | ||
| Q2 24 | $3.4B | $6.6B |
负债/权益比LECORPM
| Q1 26 | 0.87× | — | ||
| Q4 25 | — | 0.80× | ||
| Q3 25 | — | 0.87× | ||
| Q2 25 | — | 0.91× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 0.77× | ||
| Q2 24 | — | 0.79× |
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 | $102.2M | $345.7M |
| 自由现金流经营现金流 - 资本支出 | $63.0M | $296.4M |
| 自由现金流率自由现金流/营收 | 5.6% | 15.5% |
| 资本支出强度资本支出/营收 | 3.5% | 2.6% |
| 现金转化率经营现金流/净利润 | 0.75× | 2.14× |
| 过去12个月自由现金流最近4个季度 | $438.5M | $582.9M |
8季度趋势，按日历期对齐
经营现金流LECORPM
| Q1 26 | $102.2M | — | ||
| Q4 25 | $95.0M | $345.7M | ||
| Q3 25 | $236.7M | $237.5M | ||
| Q2 25 | $143.8M | $149.2M | ||
| Q1 25 | $185.7M | $91.5M | ||
| Q4 24 | $95.8M | $279.4M | ||
| Q3 24 | $199.2M | $248.1M | ||
| Q2 24 | $170.7M | $181.2M |
自由现金流LECORPM
| Q1 26 | $63.0M | — | ||
| Q4 25 | $52.0M | $296.4M | ||
| Q3 25 | $205.1M | $175.0M | ||
| Q2 25 | $118.4M | $78.2M | ||
| Q1 25 | $158.7M | $33.3M | ||
| Q4 24 | $64.3M | $229.5M | ||
| Q3 24 | $163.5M | $197.3M | ||
| Q2 24 | $147.5M | $105.3M |
自由现金流率LECORPM
| Q1 26 | 5.6% | — | ||
| Q4 25 | 4.8% | 15.5% | ||
| Q3 25 | 19.3% | 8.3% | ||
| Q2 25 | 10.9% | 3.8% | ||
| Q1 25 | 15.8% | 2.3% | ||
| Q4 24 | 6.3% | 12.4% | ||
| Q3 24 | 16.6% | 10.0% | ||
| Q2 24 | 14.4% | 5.2% |
资本支出强度LECORPM
| Q1 26 | 3.5% | — | ||
| Q4 25 | 4.0% | 2.6% | ||
| Q3 25 | 3.0% | 3.0% | ||
| Q2 25 | 2.3% | 3.4% | ||
| Q1 25 | 2.7% | 3.9% | ||
| Q4 24 | 3.1% | 2.7% | ||
| Q3 24 | 3.6% | 2.6% | ||
| Q2 24 | 2.3% | 3.8% |
现金转化率LECORPM
| Q1 26 | 0.75× | — | ||
| Q4 25 | 0.70× | 2.14× | ||
| Q3 25 | 1.93× | 1.04× | ||
| Q2 25 | 1.00× | 0.66× | ||
| Q1 25 | 1.57× | 1.76× | ||
| Q4 24 | 0.68× | 1.53× | ||
| Q3 24 | 1.98× | 1.09× | ||
| Q2 24 | 1.68× | 1.00× |
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
LECO
暂无分部数据
RPM
| Construction Products Group Segment | $737.4M | 39% |
| Consumer Segment | $638.6M | 33% |
| Performance Coatings Group Segment | $533.8M | 28% |
