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礼恩派(LEG)与Veralto(VLTO)财务数据对比。点击上方公司名可切换其他公司
Veralto的季度营收约是礼恩派的1.5倍($1.4B vs $938.6M),Veralto净利率更高(17.9% vs 2.7%,领先15.2%),Veralto同比增速更快(6.8% vs -11.2%),Veralto自由现金流更多($170.0M vs $101.9M),过去两年Veralto的营收复合增速更高(6.8% vs -7.5%)
礼恩派(Leggett & Platt)总部位于美国密苏里州迦太基,是一家多元化制造企业,成立于1883年。公司专注于设计生产各类工程组件及产品,广泛应用于家居与汽车领域。目前旗下设有15个业务单元,在全球18个国家拥有135座生产工厂,员工总数达2万名。
Veralto是总部位于美国马萨诸塞州沃尔瑟姆的科技企业,核心业务覆盖水分析、水处理、标识喷码、包装及色彩管理相关产品的研发与生产,面向全球多领域客户提供适配的技术产品及配套服务。
LEG vs VLTO — 直观对比
营收规模更大
VLTO
是对方的1.5倍
$938.6M
营收增速更快
VLTO
高出17.9%
-11.2%
净利率更高
VLTO
高出15.2%
2.7%
自由现金流更多
VLTO
多$68.1M
$101.9M
两年增速更快
VLTO
近两年复合增速
-7.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $938.6M | $1.4B |
| 净利润 | $25.1M | $254.0M |
| 毛利率 | 17.9% | 60.1% |
| 营业利润率 | 2.0% | 23.8% |
| 净利率 | 2.7% | 17.9% |
| 营收同比 | -11.2% | 6.8% |
| 净利润同比 | 76.8% | 12.9% |
| 每股收益(稀释后) | $0.18 | $1.02 |
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
LEG
VLTO
| Q1 26 | — | $1.4B | ||
| Q4 25 | $938.6M | $1.4B | ||
| Q3 25 | $1.0B | $1.4B | ||
| Q2 25 | $1.1B | $1.3B | ||
| Q1 25 | $1.0B | — | ||
| Q4 24 | $1.1B | $1.3B | ||
| Q3 24 | $1.1B | $1.3B | ||
| Q2 24 | $1.1B | $1.3B |
净利润
LEG
VLTO
| Q1 26 | — | $254.0M | ||
| Q4 25 | $25.1M | $239.0M | ||
| Q3 25 | $127.1M | $222.0M | ||
| Q2 25 | $52.5M | $225.0M | ||
| Q1 25 | $30.6M | — | ||
| Q4 24 | $14.2M | $227.0M | ||
| Q3 24 | $44.9M | $219.0M | ||
| Q2 24 | $-602.2M | $203.0M |
毛利率
LEG
VLTO
| Q1 26 | — | 60.1% | ||
| Q4 25 | 17.9% | 60.1% | ||
| Q3 25 | 18.7% | 60.0% | ||
| Q2 25 | 18.2% | 60.4% | ||
| Q1 25 | 18.6% | — | ||
| Q4 24 | 16.6% | 59.6% | ||
| Q3 24 | 18.2% | 59.6% | ||
| Q2 24 | 16.5% | 60.1% |
营业利润率
LEG
VLTO
| Q1 26 | — | 23.8% | ||
| Q4 25 | 2.0% | 23.2% | ||
| Q3 25 | 14.9% | 22.8% | ||
| Q2 25 | 6.8% | 24.2% | ||
| Q1 25 | 4.4% | — | ||
| Q4 24 | 2.4% | 22.9% | ||
| Q3 24 | 5.2% | 23.4% | ||
| Q2 24 | -56.2% | 23.2% |
净利率
LEG
VLTO
| Q1 26 | — | 17.9% | ||
| Q4 25 | 2.7% | 17.0% | ||
| Q3 25 | 12.3% | 16.2% | ||
| Q2 25 | 5.0% | 16.9% | ||
| Q1 25 | 3.0% | — | ||
| Q4 24 | 1.3% | 16.9% | ||
| Q3 24 | 4.1% | 16.7% | ||
| Q2 24 | -53.4% | 15.8% |
每股收益(稀释后)
LEG
VLTO
| Q1 26 | — | $1.02 | ||
| Q4 25 | $0.18 | $0.95 | ||
| Q3 25 | $0.91 | $0.89 | ||
| Q2 25 | $0.38 | $0.90 | ||
| Q1 25 | $0.22 | — | ||
| Q4 24 | $0.10 | $0.91 | ||
| Q3 24 | $0.33 | $0.88 | ||
| Q2 24 | $-4.39 | $0.81 |
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 | $587.4M | — |
| 总债务越低越好 | $1.5B | — |
| 股东权益账面价值 | $1.0B | — |
| 总资产 | $3.5B | — |
| 负债/权益比越低杠杆越低 | 1.46× | — |
8季度趋势,按日历期对齐
现金及短期投资
LEG
VLTO
| Q1 26 | — | — | ||
| Q4 25 | $587.4M | $1.8B | ||
| Q3 25 | $460.7M | $1.6B | ||
| Q2 25 | $368.8M | $1.2B | ||
| Q1 25 | $412.6M | — | ||
| Q4 24 | $350.2M | $1.1B | ||
| Q3 24 | $277.2M | $1.3B | ||
| Q2 24 | $307.0M | $1.0B |
总债务
LEG
VLTO
| Q1 26 | — | — | ||
| Q4 25 | $1.5B | $2.7B | ||
| Q3 25 | $1.5B | $2.7B | ||
| Q2 25 | $1.8B | $2.6B | ||
| Q1 25 | $1.9B | — | ||
| Q4 24 | $1.9B | $2.6B | ||
| Q3 24 | $1.6B | $2.6B | ||
| Q2 24 | $1.7B | $2.6B |
股东权益
LEG
VLTO
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | $2.8B | ||
| Q3 25 | $971.8M | $2.7B | ||
| Q2 25 | $855.0M | $2.3B | ||
| Q1 25 | $746.8M | — | ||
| Q4 24 | $689.4M | $2.0B | ||
| Q3 24 | $741.0M | $2.0B | ||
| Q2 24 | $667.6M | $1.7B |
总资产
LEG
VLTO
| Q1 26 | — | — | ||
| Q4 25 | $3.5B | $7.4B | ||
| Q3 25 | $3.5B | $7.2B | ||
| Q2 25 | $3.7B | $6.6B | ||
| Q1 25 | $3.7B | — | ||
| Q4 24 | $3.7B | $6.4B | ||
| Q3 24 | $3.8B | $6.3B | ||
| Q2 24 | $3.8B | $5.9B |
负债/权益比
LEG
VLTO
| Q1 26 | — | — | ||
| Q4 25 | 1.46× | 0.94× | ||
| Q3 25 | 1.54× | 1.01× | ||
| Q2 25 | 2.10× | 1.14× | ||
| Q1 25 | 2.59× | — | ||
| Q4 24 | 2.70× | 1.28× | ||
| Q3 24 | 2.13× | 1.35× | ||
| Q2 24 | 2.55× | 1.57× |
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 | $121.5M | $182.0M |
| 自由现金流经营现金流 - 资本支出 | $101.9M | $170.0M |
| 自由现金流率自由现金流/营收 | 10.9% | 12.0% |
| 资本支出强度资本支出/营收 | 2.1% | 0.8% |
| 现金转化率经营现金流/净利润 | 4.84× | 0.72× |
| 过去12个月自由现金流最近4个季度 | $281.0M | $893.0M |
8季度趋势,按日历期对齐
经营现金流
LEG
VLTO
| Q1 26 | — | $182.0M | ||
| Q4 25 | $121.5M | $270.0M | ||
| Q3 25 | $125.9M | $339.0M | ||
| Q2 25 | $84.0M | $157.0M | ||
| Q1 25 | $6.8M | — | ||
| Q4 24 | $122.3M | $285.0M | ||
| Q3 24 | $95.5M | $224.0M | ||
| Q2 24 | $94.0M | $251.0M |
自由现金流
LEG
VLTO
| Q1 26 | — | $170.0M | ||
| Q4 25 | $101.9M | $258.0M | ||
| Q3 25 | $110.1M | $323.0M | ||
| Q2 25 | $75.5M | $142.0M | ||
| Q1 25 | $-6.5M | — | ||
| Q4 24 | $100.5M | $263.0M | ||
| Q3 24 | $77.1M | $215.0M | ||
| Q2 24 | $78.5M | $240.0M |
自由现金流率
LEG
VLTO
| Q1 26 | — | 12.0% | ||
| Q4 25 | 10.9% | 18.4% | ||
| Q3 25 | 10.6% | 23.6% | ||
| Q2 25 | 7.1% | 10.7% | ||
| Q1 25 | -0.6% | — | ||
| Q4 24 | 9.5% | 19.6% | ||
| Q3 24 | 7.0% | 16.4% | ||
| Q2 24 | 7.0% | 18.6% |
资本支出强度
LEG
VLTO
| Q1 26 | — | 0.8% | ||
| Q4 25 | 2.1% | 0.9% | ||
| Q3 25 | 1.5% | 1.2% | ||
| Q2 25 | 0.8% | 1.1% | ||
| Q1 25 | 1.3% | — | ||
| Q4 24 | 2.1% | 1.6% | ||
| Q3 24 | 1.7% | 0.7% | ||
| Q2 24 | 1.4% | 0.9% |
现金转化率
LEG
VLTO
| Q1 26 | — | 0.72× | ||
| Q4 25 | 4.84× | 1.13× | ||
| Q3 25 | 0.99× | 1.53× | ||
| Q2 25 | 1.60× | 0.70× | ||
| Q1 25 | 0.22× | — | ||
| Q4 24 | 8.61× | 1.26× | ||
| Q3 24 | 2.13× | 1.02× | ||
| Q2 24 | — | 1.24× |
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
LEG
| Bedding Products | $373.8M | 40% |
| Flooring And Textile Products Group | $196.9M | 21% |
| Automotive Group | $194.9M | 21% |
| Work Furniture Group | $66.2M | 7% |
| Home Furniture Group | $61.0M | 6% |
| Hydraulic Cylinders | $45.8M | 5% |
VLTO
暂无分部数据