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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
LFUS
是对方的2.4倍
LFUS
$593.9M
$251.2M
POWL
营收增速更快
LFUS
LFUS
高出8.1%
LFUS
12.2%
4.0%
POWL
净利率更高
POWL
POWL
高出57.2%
POWL
16.5%
-40.8%
LFUS
自由现金流更多
LFUS
LFUS
多$78.1M
LFUS
$119.7M
$41.6M
POWL
两年增速更快
LFUS
LFUS
近两年复合增速
LFUS
5.3%
-0.8%
POWL

损益表 — Q4 2025 vs Q1 2026

指标
LFUS
LFUS
POWL
POWL
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
LFUS
POWL
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
LFUS
POWL
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
LFUS
POWL
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
LFUS
POWL
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
LFUS
POWL
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
LFUS
POWL
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
LFUS
LFUS
POWL
POWL
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
LFUS
POWL
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
LFUS
POWL
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
LFUS
POWL
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
LFUS
POWL
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
LFUS
POWL
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
LFUS
LFUS
POWL
POWL
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
LFUS
POWL
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
LFUS
POWL
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
LFUS
POWL
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
LFUS
POWL
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
LFUS
POWL
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
LFUS

Electronics Passive Products And Sensors$174.9M29%
Electronics Semiconductor$170.3M29%
Industrial Products$85.0M14%
Commercial Vehicle Products$76.2M13%
Passenger Car Products$72.8M12%
Automotive Sensors$14.7M2%
Dortmund Fab$12.5M2%

POWL
POWL

Oil And Gas Service$97.9M39%
Electricity$69.3M28%
Commercial And Other Industrial$40.6M16%
Petrochemical$22.8M9%
Other Customers$12.0M5%
Light Rail Traction Power Customer$8.6M3%

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