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林肯电气（LECO）与Rackspace Technology, Inc.（RXT）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Rackspace Technology, Inc.的1.6倍（$1.1B vs $682.8M），林肯电气净利率更高（12.2% vs -4.8%，领先17.0%），林肯电气同比增速更快（11.7% vs -0.4%），林肯电气自由现金流更多（$63.0M vs $56.0M），过去两年林肯电气的营收复合增速更高（4.8% vs -0.6%）
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。
Rackspace Technology, Inc.是总部位于美国得克萨斯州圣安东尼奥的云计算企业，在弗吉尼亚州雷斯顿以及澳大利亚、加拿大、英国、印度、迪拜、瑞士、荷兰、德国、新加坡、墨西哥、中国香港等多个国家和地区设有办事处，数据中心分布于全球多个主要城市，为客户提供专业的云计算相关服务。
LECO vs RXT — 直观对比
营收规模更大
LECO
是对方的1.6倍
$682.8M
营收增速更快
LECO
高出12.1%
-0.4%
净利率更高
LECO
高出17.0%
-4.8%
自由现金流更多
LECO
多$7.0M
$56.0M
两年增速更快
LECO
近两年复合增速
-0.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $682.8M |
| 净利润 | $136.4M | $-32.7M |
| 毛利率 | 35.6% | 17.6% |
| 营业利润率 | 16.6% | -0.5% |
| 净利率 | 12.2% | -4.8% |
| 营收同比 | 11.7% | -0.4% |
| 净利润同比 | 15.1% | 41.6% |
| 每股收益（稀释后） | $2.47 | $-0.13 |
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LECORXT
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | $682.8M | ||
| Q3 25 | $1.1B | $671.2M | ||
| Q2 25 | $1.1B | $666.3M | ||
| Q1 25 | $1.0B | $665.4M | ||
| Q4 24 | $1.0B | $685.6M | ||
| Q3 24 | $983.8M | $675.8M | ||
| Q2 24 | $1.0B | $684.9M |
净利润LECORXT
| Q1 26 | $136.4M | — | ||
| Q4 25 | $136.0M | $-32.7M | ||
| Q3 25 | $122.6M | $-67.1M | ||
| Q2 25 | $143.4M | $-54.5M | ||
| Q1 25 | $118.5M | $-71.5M | ||
| Q4 24 | $140.2M | $-56.0M | ||
| Q3 24 | $100.8M | $-186.6M | ||
| Q2 24 | $101.7M | $25.0M |
毛利率LECORXT
| Q1 26 | 35.6% | — | ||
| Q4 25 | 34.7% | 17.6% | ||
| Q3 25 | 36.7% | 19.4% | ||
| Q2 25 | 37.3% | 19.4% | ||
| Q1 25 | 36.4% | 19.1% | ||
| Q4 24 | 36.1% | 19.2% | ||
| Q3 24 | 35.8% | 20.3% | ||
| Q2 24 | 37.6% | 19.2% |
营业利润率LECORXT
| Q1 26 | 16.6% | — | ||
| Q4 25 | 17.1% | -0.5% | ||
| Q3 25 | 16.6% | -5.1% | ||
| Q2 25 | 17.6% | -3.8% | ||
| Q1 25 | 16.4% | -5.8% | ||
| Q4 24 | 17.3% | -4.2% | ||
| Q3 24 | 14.8% | -25.7% | ||
| Q2 24 | 14.6% | -7.9% |
净利率LECORXT
| Q1 26 | 12.2% | — | ||
| Q4 25 | 12.6% | -4.8% | ||
| Q3 25 | 11.6% | -10.0% | ||
| Q2 25 | 13.2% | -8.2% | ||
| Q1 25 | 11.8% | -10.7% | ||
| Q4 24 | 13.7% | -8.2% | ||
| Q3 24 | 10.2% | -27.6% | ||
| Q2 24 | 10.0% | 3.7% |
每股收益（稀释后）LECORXT
| Q1 26 | $2.47 | — | ||
| Q4 25 | $2.45 | $-0.13 | ||
| Q3 25 | $2.21 | $-0.28 | ||
| Q2 25 | $2.56 | $-0.23 | ||
| Q1 25 | $2.10 | $-0.31 | ||
| Q4 24 | $2.47 | $-0.20 | ||
| Q3 24 | $1.77 | $-0.82 | ||
| Q2 24 | $1.77 | $0.11 |
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 | $105.8M |
| 总债务越低越好 | $1.3B | $2.7B |
| 股东权益账面价值 | $1.5B | $-1.2B |
| 总资产 | $3.9B | $2.8B |
| 负债/权益比越低杠杆越低 | 0.87× | — |
8季度趋势，按日历期对齐
现金及短期投资LECORXT
| Q1 26 | $298.9M | — | ||
| Q4 25 | $308.8M | $105.8M | ||
| Q3 25 | $293.0M | $99.5M | ||
| Q2 25 | $299.5M | $103.9M | ||
| Q1 25 | $394.7M | $128.0M | ||
| Q4 24 | $377.3M | $144.0M | ||
| Q3 24 | $404.2M | $157.1M | ||
| Q2 24 | $272.7M | $190.2M |
总债务LECORXT
| Q1 26 | $1.3B | — | ||
| Q4 25 | — | $2.7B | ||
| Q3 25 | — | $2.8B | ||
| Q2 25 | — | $2.8B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | — | $2.8B | ||
| Q3 24 | — | $2.8B | ||
| Q2 24 | — | $2.9B |
股东权益LECORXT
| Q1 26 | $1.5B | — | ||
| Q4 25 | $1.5B | $-1.2B | ||
| Q3 25 | $1.4B | $-1.2B | ||
| Q2 25 | $1.4B | $-1.1B | ||
| Q1 25 | $1.3B | $-1.1B | ||
| Q4 24 | $1.3B | $-1.0B | ||
| Q3 24 | $1.3B | $-949.7M | ||
| Q2 24 | $1.3B | $-756.2M |
总资产LECORXT
| Q1 26 | $3.9B | — | ||
| Q4 25 | $3.8B | $2.8B | ||
| Q3 25 | $3.8B | $2.8B | ||
| Q2 25 | $3.7B | $2.9B | ||
| Q1 25 | $3.6B | $3.0B | ||
| Q4 24 | $3.5B | $3.1B | ||
| Q3 24 | $3.7B | $3.1B | ||
| Q2 24 | $3.4B | $3.4B |
负债/权益比LECORXT
| Q1 26 | 0.87× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $59.7M |
| 自由现金流经营现金流 - 资本支出 | $63.0M | $56.0M |
| 自由现金流率自由现金流/营收 | 5.6% | 8.2% |
| 资本支出强度资本支出/营收 | 3.5% | 0.5% |
| 现金转化率经营现金流/净利润 | 0.75× | — |
| 过去12个月自由现金流最近4个季度 | $438.5M | $90.6M |
8季度趋势，按日历期对齐
经营现金流LECORXT
| Q1 26 | $102.2M | — | ||
| Q4 25 | $95.0M | $59.7M | ||
| Q3 25 | $236.7M | $70.7M | ||
| Q2 25 | $143.8M | $8.4M | ||
| Q1 25 | $185.7M | $12.6M | ||
| Q4 24 | $95.8M | $54.3M | ||
| Q3 24 | $199.2M | $51.8M | ||
| Q2 24 | $170.7M | $24.1M |
自由现金流LECORXT
| Q1 26 | $63.0M | — | ||
| Q4 25 | $52.0M | $56.0M | ||
| Q3 25 | $205.1M | $42.7M | ||
| Q2 25 | $118.4M | $-12.4M | ||
| Q1 25 | $158.7M | $4.3M | ||
| Q4 24 | $64.3M | $34.4M | ||
| Q3 24 | $163.5M | $27.3M | ||
| Q2 24 | $147.5M | $-14.5M |
自由现金流率LECORXT
| Q1 26 | 5.6% | — | ||
| Q4 25 | 4.8% | 8.2% | ||
| Q3 25 | 19.3% | 6.4% | ||
| Q2 25 | 10.9% | -1.9% | ||
| Q1 25 | 15.8% | 0.6% | ||
| Q4 24 | 6.3% | 5.0% | ||
| Q3 24 | 16.6% | 4.0% | ||
| Q2 24 | 14.4% | -2.1% |
资本支出强度LECORXT
| Q1 26 | 3.5% | — | ||
| Q4 25 | 4.0% | 0.5% | ||
| Q3 25 | 3.0% | 4.2% | ||
| Q2 25 | 2.3% | 3.1% | ||
| Q1 25 | 2.7% | 1.2% | ||
| Q4 24 | 3.1% | 2.9% | ||
| Q3 24 | 3.6% | 3.6% | ||
| Q2 24 | 2.3% | 5.6% |
现金转化率LECORXT
| Q1 26 | 0.75× | — | ||
| Q4 25 | 0.70× | — | ||
| Q3 25 | 1.93× | — | ||
| Q2 25 | 1.00× | — | ||
| Q1 25 | 1.57× | — | ||
| Q4 24 | 0.68× | — | ||
| Q3 24 | 1.98× | — | ||
| Q2 24 | 1.68× | 0.96× |
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
RXT
| Public Cloud Services Segment | $442.2M | 65% |
| Private Cloud Service Segment | $240.6M | 35% |
