vs
力特(LFUS)与POWELL INDUSTRIES INC(POWL)财务数据对比。点击上方公司名可切换其他公司
力特的季度营收约是POWELL INDUSTRIES INC的2.4倍($593.9M vs $251.2M)。POWELL INDUSTRIES INC净利率更高(16.5% vs -40.8%,领先57.2%)。力特同比增速更快(12.2% vs 4.0%)。力特自由现金流更多($119.7M vs $41.6M)。过去两年力特的营收复合增速更高(5.3% vs -0.8%)
力特是全球领先的电路保护、传感及控制组件制造商,主营保险丝、半导体保护器件、功率开关、传感器、断路器等产品,服务汽车、工业电子、消费电子、通信及可再生能源等领域,为全球客户提供提升设备安全可靠性的解决方案。
Powell Industries Inc.成立于1947年,总部位于美国得克萨斯州休斯敦,是专业的电气设备及集成封装解决方案供应商,产品主要面向工商业市场,用于电力配送环节的监测与控制。
LFUS vs POWL — 直观对比
营收规模更大
LFUS
是对方的2.4倍
$251.2M
营收增速更快
LFUS
高出8.1%
4.0%
净利率更高
POWL
高出57.2%
-40.8%
自由现金流更多
LFUS
多$78.1M
$41.6M
两年增速更快
LFUS
近两年复合增速
-0.8%
损益表 — Q4 2025 vs Q1 2026
| 指标 | ||
|---|---|---|
| 营收 | $593.9M | $251.2M |
| 净利润 | $-242.1M | $41.4M |
| 毛利率 | 38.0% | 28.4% |
| 营业利润率 | -37.5% | 17.0% |
| 净利率 | -40.8% | 16.5% |
| 营收同比 | 12.2% | 4.0% |
| 净利润同比 | -367.6% | 19.1% |
| 每股收益(稀释后) | $-9.71 | $3.40 |
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
LFUS
POWL
| Q4 25 | $593.9M | $251.2M | ||
| Q3 25 | $624.6M | $298.0M | ||
| Q2 25 | $613.4M | $286.3M | ||
| Q1 25 | $554.3M | $278.6M | ||
| Q4 24 | $529.5M | $241.4M | ||
| Q3 24 | $567.4M | $275.1M | ||
| Q2 24 | $558.5M | $288.2M | ||
| Q1 24 | $535.4M | $255.1M |
净利润
LFUS
POWL
| Q4 25 | $-242.1M | $41.4M | ||
| Q3 25 | $69.5M | $51.4M | ||
| Q2 25 | $57.3M | $48.2M | ||
| Q1 25 | $43.6M | $46.3M | ||
| Q4 24 | $-51.8M | $34.8M | ||
| Q3 24 | $58.1M | $46.1M | ||
| Q2 24 | $45.5M | $46.2M | ||
| Q1 24 | $48.5M | $33.5M |
毛利率
LFUS
POWL
| Q4 25 | 38.0% | 28.4% | ||
| Q3 25 | 38.6% | 31.4% | ||
| Q2 25 | 37.8% | 30.7% | ||
| Q1 25 | 37.4% | 29.9% | ||
| Q4 24 | 33.4% | 24.7% | ||
| Q3 24 | 38.1% | 29.2% | ||
| Q2 24 | 37.1% | 28.4% | ||
| Q1 24 | 35.1% | 24.6% |
营业利润率
LFUS
POWL
| Q4 25 | -37.5% | 17.0% | ||
| Q3 25 | 15.6% | 21.2% | ||
| Q2 25 | 15.1% | 21.0% | ||
| Q1 25 | 12.7% | 21.1% | ||
| Q4 24 | -9.3% | 14.7% | ||
| Q3 24 | 15.5% | 20.4% | ||
| Q2 24 | 11.7% | 19.9% | ||
| Q1 24 | 10.3% | 15.5% |
净利率
LFUS
POWL
| Q4 25 | -40.8% | 16.5% | ||
| Q3 25 | 11.1% | 17.3% | ||
| Q2 25 | 9.3% | 16.8% | ||
| Q1 25 | 7.9% | 16.6% | ||
| Q4 24 | -9.8% | 14.4% | ||
| Q3 24 | 10.2% | 16.7% | ||
| Q2 24 | 8.1% | 16.0% | ||
| Q1 24 | 9.0% | 13.1% |
每股收益(稀释后)
LFUS
POWL
| Q4 25 | $-9.71 | $3.40 | ||
| Q3 25 | $2.77 | $4.23 | ||
| Q2 25 | $2.30 | $3.96 | ||
| Q1 25 | $1.75 | $3.81 | ||
| Q4 24 | $-2.07 | $2.86 | ||
| Q3 24 | $2.32 | $3.77 | ||
| Q2 24 | $1.82 | $3.79 | ||
| Q1 24 | $1.93 | $2.75 |
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 | $563.7M | $500.8M |
| 总债务越低越好 | $802.6M | — |
| 股东权益账面价值 | $2.4B | $668.9M |
| 总资产 | $4.0B | $1.1B |
| 负债/权益比越低杠杆越低 | 0.33× | — |
8季度趋势,按日历期对齐
现金及短期投资
LFUS
POWL
| Q4 25 | $563.7M | $500.8M | ||
| Q3 25 | $815.0M | $475.5M | ||
| Q2 25 | $685.5M | $433.0M | ||
| Q1 25 | $619.7M | $389.3M | ||
| Q4 24 | $725.9M | $373.4M | ||
| Q3 24 | $630.7M | $358.4M | ||
| Q2 24 | $562.7M | $374.0M | ||
| Q1 24 | $562.4M | $365.3M |
总债务
LFUS
POWL
| Q4 25 | $802.6M | — | ||
| Q3 25 | $805.8M | — | ||
| Q2 25 | $810.2M | — | ||
| Q1 25 | $805.7M | — | ||
| Q4 24 | $856.1M | — | ||
| Q3 24 | $867.7M | — | ||
| Q2 24 | $863.5M | — | ||
| Q1 24 | $866.7M | — |
股东权益
LFUS
POWL
| Q4 25 | $2.4B | $668.9M | ||
| Q3 25 | $2.7B | $640.8M | ||
| Q2 25 | $2.6B | $594.9M | ||
| Q1 25 | $2.5B | $541.4M | ||
| Q4 24 | $2.4B | $496.3M | ||
| Q3 24 | $2.6B | $483.1M | ||
| Q2 24 | $2.5B | $436.7M | ||
| Q1 24 | $2.5B | $393.8M |
总资产
LFUS
POWL
| Q4 25 | $4.0B | $1.1B | ||
| Q3 25 | $4.2B | $1.1B | ||
| Q2 25 | $4.1B | $1.0B | ||
| Q1 25 | $3.9B | $965.4M | ||
| Q4 24 | $3.9B | $912.7M | ||
| Q3 24 | $4.1B | $928.2M | ||
| Q2 24 | $3.9B | $869.0M | ||
| Q1 24 | $3.9B | $849.6M |
负债/权益比
LFUS
POWL
| Q4 25 | 0.33× | — | ||
| Q3 25 | 0.30× | — | ||
| Q2 25 | 0.31× | — | ||
| Q1 25 | 0.33× | — | ||
| Q4 24 | 0.35× | — | ||
| Q3 24 | 0.34× | — | ||
| Q2 24 | 0.35× | — | ||
| Q1 24 | 0.35× | — |
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 | $138.7M | $43.6M |
| 自由现金流经营现金流 - 资本支出 | $119.7M | $41.6M |
| 自由现金流率自由现金流/营收 | 20.2% | 16.6% |
| 资本支出强度资本支出/营收 | 3.2% | 0.8% |
| 现金转化率经营现金流/净利润 | — | 1.05× |
| 过去12个月自由现金流最近4个季度 | $366.1M | $161.5M |
8季度趋势,按日历期对齐
经营现金流
LFUS
POWL
| Q4 25 | $138.7M | $43.6M | ||
| Q3 25 | $146.9M | $61.1M | ||
| Q2 25 | $82.5M | $47.4M | ||
| Q1 25 | $65.8M | $22.4M | ||
| Q4 24 | $160.6M | $37.1M | ||
| Q3 24 | $80.4M | $-6.0M | ||
| Q2 24 | $69.4M | $13.8M | ||
| Q1 24 | $57.1M | $17.0M |
自由现金流
LFUS
POWL
| Q4 25 | $119.7M | $41.6M | ||
| Q3 25 | $131.2M | $59.3M | ||
| Q2 25 | $72.6M | $42.3M | ||
| Q1 25 | $42.7M | $18.3M | ||
| Q4 24 | $134.8M | $34.9M | ||
| Q3 24 | $65.0M | $-14.4M | ||
| Q2 24 | $50.3M | $12.4M | ||
| Q1 24 | $41.6M | $16.1M |
自由现金流率
LFUS
POWL
| Q4 25 | 20.2% | 16.6% | ||
| Q3 25 | 21.0% | 19.9% | ||
| Q2 25 | 11.8% | 14.8% | ||
| Q1 25 | 7.7% | 6.6% | ||
| Q4 24 | 25.5% | 14.4% | ||
| Q3 24 | 11.5% | -5.3% | ||
| Q2 24 | 9.0% | 4.3% | ||
| Q1 24 | 7.8% | 6.3% |
资本支出强度
LFUS
POWL
| Q4 25 | 3.2% | 0.8% | ||
| Q3 25 | 2.5% | 0.6% | ||
| Q2 25 | 1.6% | 1.8% | ||
| Q1 25 | 4.2% | 1.5% | ||
| Q4 24 | 4.9% | 0.9% | ||
| Q3 24 | 2.7% | 3.1% | ||
| Q2 24 | 3.4% | 0.5% | ||
| Q1 24 | 2.9% | 0.4% |
现金转化率
LFUS
POWL
| Q4 25 | — | 1.05× | ||
| Q3 25 | 2.11× | 1.19× | ||
| Q2 25 | 1.44× | 0.98× | ||
| Q1 25 | 1.51× | 0.48× | ||
| Q4 24 | — | 1.07× | ||
| Q3 24 | 1.39× | -0.13× | ||
| Q2 24 | 1.53× | 0.30× | ||
| Q1 24 | 1.18× | 0.51× |
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
LFUS
| Electronics Passive Products And Sensors | $174.9M | 29% |
| Electronics Semiconductor | $170.3M | 29% |
| Industrial Products | $85.0M | 14% |
| Commercial Vehicle Products | $76.2M | 13% |
| Passenger Car Products | $72.8M | 12% |
| Automotive Sensors | $14.7M | 2% |
| Dortmund Fab | $12.5M | 2% |
POWL
| Oil And Gas Service | $97.9M | 39% |
| Electricity | $69.3M | 28% |
| Commercial And Other Industrial | $40.6M | 16% |
| Petrochemical | $22.8M | 9% |
| Other Customers | $12.0M | 5% |
| Light Rail Traction Power Customer | $8.6M | 3% |