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林肯电气（LECO）与Revvity（RVTY）财务数据对比。点击上方公司名可切换其他公司
林肯电气的季度营收约是Revvity的1.4倍（$1.1B vs $772.1M），Revvity净利率更高（12.7% vs 12.6%，领先0.1%），Revvity同比增速更快（5.9% vs 5.5%），Revvity自由现金流更多（$161.8M vs $52.0M），过去两年Revvity的营收复合增速更高（9.0% vs 4.9%）
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。
Revvity是一家美国生命科学与诊断领域企业，主要服务制药、生物技术行业客户，重点围绕细胞治疗、基因治疗等前沿技术领域提供相关产品与解决方案，其前身为业务布局多元的老牌企业珀金埃尔默。
LECO vs RVTY — 直观对比
营收规模更大
LECO
是对方的1.4倍
$772.1M
营收增速更快
RVTY
高出0.3%
5.5%
净利率更高
RVTY
高出0.1%
12.6%
自由现金流更多
RVTY
多$109.8M
$52.0M
两年增速更快
RVTY
近两年复合增速
4.9%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $772.1M |
| 净利润 | $136.0M | $98.4M |
| 毛利率 | 34.7% | — |
| 营业利润率 | 17.1% | 14.5% |
| 净利率 | 12.6% | 12.7% |
| 营收同比 | 5.5% | 5.9% |
| 净利润同比 | -3.0% | 3.9% |
| 每股收益（稀释后） | $2.45 | $0.86 |
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LECORVTY
| Q4 25 | $1.1B | $772.1M | ||
| Q3 25 | $1.1B | $698.9M | ||
| Q2 25 | $1.1B | $720.3M | ||
| Q1 25 | $1.0B | $664.8M | ||
| Q4 24 | $1.0B | $729.4M | ||
| Q3 24 | $983.8M | $684.0M | ||
| Q2 24 | $1.0B | $691.7M | ||
| Q1 24 | $981.2M | $649.9M |
净利润LECORVTY
| Q4 25 | $136.0M | $98.4M | ||
| Q3 25 | $122.6M | $46.7M | ||
| Q2 25 | $143.4M | $53.9M | ||
| Q1 25 | $118.5M | $42.2M | ||
| Q4 24 | $140.2M | $94.6M | ||
| Q3 24 | $100.8M | $94.4M | ||
| Q2 24 | $101.7M | $55.4M | ||
| Q1 24 | $123.4M | $26.0M |
毛利率LECORVTY
| Q4 25 | 34.7% | — | ||
| Q3 25 | 36.7% | 53.6% | ||
| Q2 25 | 37.3% | 54.5% | ||
| Q1 25 | 36.4% | 56.5% | ||
| Q4 24 | 36.1% | — | ||
| Q3 24 | 35.8% | 56.3% | ||
| Q2 24 | 37.6% | 55.7% | ||
| Q1 24 | 37.5% | 54.6% |
营业利润率LECORVTY
| Q4 25 | 17.1% | 14.5% | ||
| Q3 25 | 16.6% | 11.7% | ||
| Q2 25 | 17.6% | 12.6% | ||
| Q1 25 | 16.4% | 10.9% | ||
| Q4 24 | 17.3% | 16.3% | ||
| Q3 24 | 14.8% | 14.3% | ||
| Q2 24 | 14.6% | 12.4% | ||
| Q1 24 | 16.8% | 6.8% |
净利率LECORVTY
| Q4 25 | 12.6% | 12.7% | ||
| Q3 25 | 11.6% | 6.7% | ||
| Q2 25 | 13.2% | 7.5% | ||
| Q1 25 | 11.8% | 6.4% | ||
| Q4 24 | 13.7% | 13.0% | ||
| Q3 24 | 10.2% | 13.8% | ||
| Q2 24 | 10.0% | 8.0% | ||
| Q1 24 | 12.6% | 4.0% |
每股收益（稀释后）LECORVTY
| Q4 25 | $2.45 | $0.86 | ||
| Q3 25 | $2.21 | $0.40 | ||
| Q2 25 | $2.56 | $0.46 | ||
| Q1 25 | $2.10 | $0.35 | ||
| Q4 24 | $2.47 | $0.77 | ||
| Q3 24 | $1.77 | $0.77 | ||
| Q2 24 | $1.77 | $0.45 | ||
| Q1 24 | $2.14 | $0.21 |
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 | $308.8M | $919.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.5B | $7.3B |
| 总资产 | $3.8B | $12.2B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资LECORVTY
| Q4 25 | $308.8M | $919.9M | ||
| Q3 25 | $293.0M | $931.4M | ||
| Q2 25 | $299.5M | $991.8M | ||
| Q1 25 | $394.7M | $1.1B | ||
| Q4 24 | $377.3M | $1.2B | ||
| Q3 24 | $404.2M | $1.2B | ||
| Q2 24 | $272.7M | $2.0B | ||
| Q1 24 | $375.0M | $1.7B |
股东权益LECORVTY
| Q4 25 | $1.5B | $7.3B | ||
| Q3 25 | $1.4B | $7.4B | ||
| Q2 25 | $1.4B | $7.6B | ||
| Q1 25 | $1.3B | $7.6B | ||
| Q4 24 | $1.3B | $7.7B | ||
| Q3 24 | $1.3B | $7.9B | ||
| Q2 24 | $1.3B | $7.9B | ||
| Q1 24 | $1.3B | $7.8B |
总资产LECORVTY
| Q4 25 | $3.8B | $12.2B | ||
| Q3 25 | $3.8B | $12.1B | ||
| Q2 25 | $3.7B | $12.4B | ||
| Q1 25 | $3.6B | $12.4B | ||
| Q4 24 | $3.5B | $12.4B | ||
| Q3 24 | $3.7B | $12.8B | ||
| Q2 24 | $3.4B | $13.4B | ||
| Q1 24 | $3.4B | $13.4B |
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 | $95.0M | $182.0M |
| 自由现金流经营现金流 - 资本支出 | $52.0M | $161.8M |
| 自由现金流率自由现金流/营收 | 4.8% | 21.0% |
| 资本支出强度资本支出/营收 | 4.0% | 2.6% |
| 现金转化率经营现金流/净利润 | 0.70× | 1.85× |
| 过去12个月自由现金流最近4个季度 | $534.2M | $509.4M |
8季度趋势，按日历期对齐
经营现金流LECORVTY
| Q4 25 | $95.0M | $182.0M | ||
| Q3 25 | $236.7M | $138.5M | ||
| Q2 25 | $143.8M | $134.3M | ||
| Q1 25 | $185.7M | $128.2M | ||
| Q4 24 | $95.8M | $174.2M | ||
| Q3 24 | $199.2M | $147.9M | ||
| Q2 24 | $170.7M | $158.6M | ||
| Q1 24 | $133.3M | $147.6M |
自由现金流LECORVTY
| Q4 25 | $52.0M | $161.8M | ||
| Q3 25 | $205.1M | $120.0M | ||
| Q2 25 | $118.4M | $115.5M | ||
| Q1 25 | $158.7M | $112.2M | ||
| Q4 24 | $64.3M | $149.8M | ||
| Q3 24 | $163.5M | $125.6M | ||
| Q2 24 | $147.5M | $136.6M | ||
| Q1 24 | $107.0M | $129.7M |
自由现金流率LECORVTY
| Q4 25 | 4.8% | 21.0% | ||
| Q3 25 | 19.3% | 17.2% | ||
| Q2 25 | 10.9% | 16.0% | ||
| Q1 25 | 15.8% | 16.9% | ||
| Q4 24 | 6.3% | 20.5% | ||
| Q3 24 | 16.6% | 18.4% | ||
| Q2 24 | 14.4% | 19.7% | ||
| Q1 24 | 10.9% | 20.0% |
资本支出强度LECORVTY
| Q4 25 | 4.0% | 2.6% | ||
| Q3 25 | 3.0% | 2.6% | ||
| Q2 25 | 2.3% | 2.6% | ||
| Q1 25 | 2.7% | 2.4% | ||
| Q4 24 | 3.1% | 3.4% | ||
| Q3 24 | 3.6% | 3.3% | ||
| Q2 24 | 2.3% | 3.2% | ||
| Q1 24 | 2.7% | 2.7% |
现金转化率LECORVTY
| Q4 25 | 0.70× | 1.85× | ||
| Q3 25 | 1.93× | 2.97× | ||
| Q2 25 | 1.00× | 2.49× | ||
| Q1 25 | 1.57× | 3.03× | ||
| Q4 24 | 0.68× | 1.84× | ||
| Q3 24 | 1.98× | 1.57× | ||
| Q2 24 | 1.68× | 2.87× | ||
| Q1 24 | 1.08× | 5.67× |
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
| Americas Welding | $681.9M | 63% |
| International Welding | $259.4M | 24% |
| Harris Products Group | $137.4M | 13% |
RVTY
| Immunodiagnostics | $240.8M | 31% |
| Life Sciences | $191.4M | 25% |
| Reproductive Health | $149.3M | 19% |
| Segment Operating Income | $132.0M | 17% |
| Software | $62.3M | 8% |
