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礼恩派(LEG)与WEIS MARKETS INC(WMK)财务数据对比。点击上方公司名可切换其他公司
WEIS MARKETS INC的季度营收约是礼恩派的1.4倍($1.3B vs $938.6M),礼恩派净利率更高(2.7% vs 2.5%,领先0.2%),WEIS MARKETS INC同比增速更快(5.0% vs -11.2%),礼恩派自由现金流更多($101.9M vs $36.4M),过去两年WEIS MARKETS INC的营收复合增速更高(4.7% 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。
魏斯市场(Weis Markets)是美国本土食品零售企业,总部位于宾夕法尼亚州森伯里。目前在宾夕法尼亚、马里兰、纽约、新泽西、西弗吉尼亚、弗吉尼亚、特拉华七个州运营200家门店,员工规模超2.3万人。
LEG vs WMK — 直观对比
营收规模更大
WMK
是对方的1.4倍
$938.6M
营收增速更快
WMK
高出16.2%
-11.2%
净利率更高
LEG
高出0.2%
2.5%
自由现金流更多
LEG
多$65.5M
$36.4M
两年增速更快
WMK
近两年复合增速
-7.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $938.6M | $1.3B |
| 净利润 | $25.1M | $32.0M |
| 毛利率 | 17.9% | 25.3% |
| 营业利润率 | 2.0% | 3.2% |
| 净利率 | 2.7% | 2.5% |
| 营收同比 | -11.2% | 5.0% |
| 净利润同比 | 76.8% | -5.1% |
| 每股收益(稀释后) | $0.18 | $1.27 |
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
WMK
| Q4 25 | $938.6M | $1.3B | ||
| Q3 25 | $1.0B | $1.2B | ||
| Q2 25 | $1.1B | $1.2B | ||
| Q1 25 | $1.0B | $1.2B | ||
| Q4 24 | $1.1B | $1.2B | ||
| Q3 24 | $1.1B | $1.2B | ||
| Q2 24 | $1.1B | $1.2B | ||
| Q1 24 | $1.1B | $1.2B |
净利润
LEG
WMK
| Q4 25 | $25.1M | $32.0M | ||
| Q3 25 | $127.1M | $16.9M | ||
| Q2 25 | $52.5M | $25.3M | ||
| Q1 25 | $30.6M | $19.5M | ||
| Q4 24 | $14.2M | $33.7M | ||
| Q3 24 | $44.9M | $24.5M | ||
| Q2 24 | $-602.2M | $25.4M | ||
| Q1 24 | $31.6M | $22.4M |
毛利率
LEG
WMK
| Q4 25 | 17.9% | 25.3% | ||
| Q3 25 | 18.7% | 24.7% | ||
| Q2 25 | 18.2% | 25.2% | ||
| Q1 25 | 18.6% | 24.8% | ||
| Q4 24 | 16.6% | 25.4% | ||
| Q3 24 | 18.2% | 24.6% | ||
| Q2 24 | 16.5% | 25.1% | ||
| Q1 24 | 17.0% | 24.9% |
营业利润率
LEG
WMK
| Q4 25 | 2.0% | 3.2% | ||
| Q3 25 | 14.9% | 1.7% | ||
| Q2 25 | 6.8% | 2.5% | ||
| Q1 25 | 4.4% | 1.8% | ||
| Q4 24 | 2.4% | 3.3% | ||
| Q3 24 | 5.2% | 2.3% | ||
| Q2 24 | -56.2% | 2.6% | ||
| Q1 24 | 3.9% | 2.2% |
净利率
LEG
WMK
| Q4 25 | 2.7% | 2.5% | ||
| Q3 25 | 12.3% | 1.4% | ||
| Q2 25 | 5.0% | 2.1% | ||
| Q1 25 | 3.0% | 1.6% | ||
| Q4 24 | 1.3% | 2.7% | ||
| Q3 24 | 4.1% | 2.1% | ||
| Q2 24 | -53.4% | 2.1% | ||
| Q1 24 | 2.9% | 1.9% |
每股收益(稀释后)
LEG
WMK
| Q4 25 | $0.18 | $1.27 | ||
| Q3 25 | $0.91 | $0.69 | ||
| Q2 25 | $0.38 | $0.96 | ||
| Q1 25 | $0.22 | $0.73 | ||
| Q4 24 | $0.10 | $1.25 | ||
| Q3 24 | $0.33 | $0.91 | ||
| Q2 24 | $-4.39 | $0.95 | ||
| Q1 24 | $0.23 | $0.83 |
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 | $214.2M |
| 总债务越低越好 | $1.5B | — |
| 股东权益账面价值 | $1.0B | $1.4B |
| 总资产 | $3.5B | $2.0B |
| 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
WMK
| Q4 25 | $587.4M | $214.2M | ||
| Q3 25 | $460.7M | $177.6M | ||
| Q2 25 | $368.8M | $188.8M | ||
| Q1 25 | $412.6M | $337.9M | ||
| Q4 24 | $350.2M | $382.3M | ||
| Q3 24 | $277.2M | $381.2M | ||
| Q2 24 | $307.0M | $398.7M | ||
| Q1 24 | $361.3M | $397.5M |
总债务
LEG
WMK
| Q4 25 | $1.5B | — | ||
| Q3 25 | $1.5B | — | ||
| Q2 25 | $1.8B | — | ||
| Q1 25 | $1.9B | — | ||
| Q4 24 | $1.9B | — | ||
| Q3 24 | $1.6B | — | ||
| Q2 24 | $1.7B | — | ||
| Q1 24 | $1.8B | — |
股东权益
LEG
WMK
| Q4 25 | $1.0B | $1.4B | ||
| Q3 25 | $971.8M | $1.3B | ||
| Q2 25 | $855.0M | $1.3B | ||
| Q1 25 | $746.8M | $1.4B | ||
| Q4 24 | $689.4M | $1.4B | ||
| Q3 24 | $741.0M | $1.4B | ||
| Q2 24 | $667.6M | $1.4B | ||
| Q1 24 | $1.3B | $1.4B |
总资产
LEG
WMK
| Q4 25 | $3.5B | $2.0B | ||
| Q3 25 | $3.5B | $2.0B | ||
| Q2 25 | $3.7B | $1.9B | ||
| Q1 25 | $3.7B | $2.1B | ||
| Q4 24 | $3.7B | $2.1B | ||
| Q3 24 | $3.8B | $2.1B | ||
| Q2 24 | $3.8B | $2.1B | ||
| Q1 24 | $4.6B | $2.0B |
负债/权益比
LEG
WMK
| Q4 25 | 1.46× | — | ||
| Q3 25 | 1.54× | — | ||
| Q2 25 | 2.10× | — | ||
| Q1 25 | 2.59× | — | ||
| Q4 24 | 2.70× | — | ||
| Q3 24 | 2.13× | — | ||
| Q2 24 | 2.55× | — | ||
| Q1 24 | 1.38× | — |
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 | $86.6M |
| 自由现金流经营现金流 - 资本支出 | $101.9M | $36.4M |
| 自由现金流率自由现金流/营收 | 10.9% | 2.8% |
| 资本支出强度资本支出/营收 | 2.1% | 3.9% |
| 现金转化率经营现金流/净利润 | 4.84× | 2.71× |
| 过去12个月自由现金流最近4个季度 | $281.0M | $4.8M |
8季度趋势,按日历期对齐
经营现金流
LEG
WMK
| Q4 25 | $121.5M | $86.6M | ||
| Q3 25 | $125.9M | $59.2M | ||
| Q2 25 | $84.0M | $56.6M | ||
| Q1 25 | $6.8M | $4.9M | ||
| Q4 24 | $122.3M | $87.1M | ||
| Q3 24 | $95.5M | $25.8M | ||
| Q2 24 | $94.0M | $40.3M | ||
| Q1 24 | $-6.1M | $34.2M |
自由现金流
LEG
WMK
| Q4 25 | $101.9M | $36.4M | ||
| Q3 25 | $110.1M | $-4.7M | ||
| Q2 25 | $75.5M | $1.4M | ||
| Q1 25 | $-6.5M | $-28.3M | ||
| Q4 24 | $100.5M | $33.7M | ||
| Q3 24 | $77.1M | $-16.5M | ||
| Q2 24 | $78.5M | $10.2M | ||
| Q1 24 | $-32.0M | $-1.3M |
自由现金流率
LEG
WMK
| Q4 25 | 10.9% | 2.8% | ||
| Q3 25 | 10.6% | -0.4% | ||
| Q2 25 | 7.1% | 0.1% | ||
| Q1 25 | -0.6% | -2.4% | ||
| Q4 24 | 9.5% | 2.7% | ||
| Q3 24 | 7.0% | -1.4% | ||
| Q2 24 | 7.0% | 0.9% | ||
| Q1 24 | -2.9% | -0.1% |
资本支出强度
LEG
WMK
| Q4 25 | 2.1% | 3.9% | ||
| Q3 25 | 1.5% | 5.1% | ||
| Q2 25 | 0.8% | 4.5% | ||
| Q1 25 | 1.3% | 2.8% | ||
| Q4 24 | 2.1% | 4.3% | ||
| Q3 24 | 1.7% | 3.6% | ||
| Q2 24 | 1.4% | 2.5% | ||
| Q1 24 | 2.4% | 3.0% |
现金转化率
LEG
WMK
| Q4 25 | 4.84× | 2.71× | ||
| Q3 25 | 0.99× | 3.50× | ||
| Q2 25 | 1.60× | 2.24× | ||
| Q1 25 | 0.22× | 0.25× | ||
| Q4 24 | 8.61× | 2.59× | ||
| Q3 24 | 2.13× | 1.05× | ||
| Q2 24 | — | 1.58× | ||
| Q1 24 | -0.19× | 1.53× |
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% |
WMK
| Grocery | $1.0B | 80% |
| Pharmacy | $186.7M | 14% |
| Fuel Product | $66.5M | 5% |
| Services | $5.9M | 0% |
| Manufacturing | $2.2M | 0% |