vs
力特（LFUS）与Royalty Pharma plc（RPRX）财务数据对比。点击上方公司名可切换其他公司
Royalty Pharma plc的季度营收约是力特的1.0倍（$622.0M vs $593.9M），Royalty Pharma plc净利率更高（34.4% vs -40.8%，领先75.2%），力特同比增速更快（12.2% vs 4.8%），过去两年力特的营收复合增速更高（5.3% vs 4.6%）
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。
本公司是总部位于美国马萨诸塞州剑桥市的临床阶段生物制药企业，专注于研发可调节转化生长因子β（TGF-β）超家族蛋白的药物，该类蛋白在红细胞、肌肉、骨骼、血管等细胞与组织的生长修复过程中发挥核心作用。
LFUS vs RPRX — 直观对比
营收规模更大
RPRX
是对方的1.0倍
$593.9M
营收增速更快
LFUS
高出7.4%
4.8%
净利率更高
RPRX
高出75.2%
-40.8%
两年增速更快
LFUS
近两年复合增速
4.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $593.9M | $622.0M |
| 净利润 | $-242.1M | $214.2M |
| 毛利率 | 38.0% | — |
| 营业利润率 | -37.5% | 62.4% |
| 净利率 | -40.8% | 34.4% |
| 营收同比 | 12.2% | 4.8% |
| 净利润同比 | -367.6% | 2.9% |
| 每股收益（稀释后） | $-9.71 | $0.49 |
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LFUSRPRX
| Q4 25 | $593.9M | $622.0M | ||
| Q3 25 | $624.6M | $609.3M | ||
| Q2 25 | $613.4M | $578.7M | ||
| Q1 25 | $554.3M | $568.2M | ||
| Q4 24 | $529.5M | $593.6M | ||
| Q3 24 | $567.4M | $564.7M | ||
| Q2 24 | $558.5M | $537.3M | ||
| Q1 24 | $535.4M | $568.0M |
净利润LFUSRPRX
| Q4 25 | $-242.1M | $214.2M | ||
| Q3 25 | $69.5M | $288.2M | ||
| Q2 25 | $57.3M | $30.2M | ||
| Q1 25 | $43.6M | $238.3M | ||
| Q4 24 | $-51.8M | $208.2M | ||
| Q3 24 | $58.1M | $544.0M | ||
| Q2 24 | $45.5M | $102.0M | ||
| Q1 24 | $48.5M | $4.8M |
毛利率LFUSRPRX
| Q4 25 | 38.0% | — | ||
| Q3 25 | 38.6% | — | ||
| Q2 25 | 37.8% | — | ||
| Q1 25 | 37.4% | — | ||
| Q4 24 | 33.4% | — | ||
| Q3 24 | 38.1% | — | ||
| Q2 24 | 37.1% | — | ||
| Q1 24 | 35.1% | — |
营业利润率LFUSRPRX
| Q4 25 | -37.5% | 62.4% | ||
| Q3 25 | 15.6% | 70.1% | ||
| Q2 25 | 15.1% | 36.3% | ||
| Q1 25 | 12.7% | 94.0% | ||
| Q4 24 | -9.3% | 60.9% | ||
| Q3 24 | 15.5% | — | ||
| Q2 24 | 11.7% | 50.2% | ||
| Q1 24 | 10.3% | -13.0% |
净利率LFUSRPRX
| Q4 25 | -40.8% | 34.4% | ||
| Q3 25 | 11.1% | 47.3% | ||
| Q2 25 | 9.3% | 5.2% | ||
| Q1 25 | 7.9% | 41.9% | ||
| Q4 24 | -9.8% | 35.1% | ||
| Q3 24 | 10.2% | 96.3% | ||
| Q2 24 | 8.1% | 19.0% | ||
| Q1 24 | 9.0% | 0.8% |
每股收益（稀释后）LFUSRPRX
| Q4 25 | $-9.71 | $0.49 | ||
| Q3 25 | $2.77 | $0.67 | ||
| Q2 25 | $2.30 | $0.07 | ||
| Q1 25 | $1.75 | $0.55 | ||
| Q4 24 | $-2.07 | $0.46 | ||
| Q3 24 | $2.32 | $1.21 | ||
| Q2 24 | $1.82 | $0.23 | ||
| Q1 24 | $1.93 | $0.01 |
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 | $618.7M |
| 总债务越低越好 | $802.6M | $9.0B |
| 股东权益账面价值 | $2.4B | $9.7B |
| 总资产 | $4.0B | $19.6B |
| 负债/权益比越低杠杆越低 | 0.33× | 0.92× |
8季度趋势，按日历期对齐
现金及短期投资LFUSRPRX
| Q4 25 | $563.7M | $618.7M | ||
| Q3 25 | $815.0M | $938.9M | ||
| Q2 25 | $685.5M | $631.9M | ||
| Q1 25 | $619.7M | $1.1B | ||
| Q4 24 | $725.9M | $929.0M | ||
| Q3 24 | $630.7M | $950.1M | ||
| Q2 24 | $562.7M | $1.8B | ||
| Q1 24 | $562.4M | $843.0M |
总债务LFUSRPRX
| Q4 25 | $802.6M | $9.0B | ||
| Q3 25 | $805.8M | $8.9B | ||
| Q2 25 | $810.2M | $8.0B | ||
| Q1 25 | $805.7M | $7.6B | ||
| Q4 24 | $856.1M | $7.6B | ||
| Q3 24 | $867.7M | $7.6B | ||
| Q2 24 | $863.5M | $7.6B | ||
| Q1 24 | $866.7M | $6.1B |
股东权益LFUSRPRX
| Q4 25 | $2.4B | $9.7B | ||
| Q3 25 | $2.7B | $9.6B | ||
| Q2 25 | $2.6B | $9.5B | ||
| Q1 25 | $2.5B | $9.8B | ||
| Q4 24 | $2.4B | $10.3B | ||
| Q3 24 | $2.6B | $10.3B | ||
| Q2 24 | $2.5B | $9.8B | ||
| Q1 24 | $2.5B | $9.9B |
总资产LFUSRPRX
| Q4 25 | $4.0B | $19.6B | ||
| Q3 25 | $4.2B | $19.3B | ||
| Q2 25 | $4.1B | $18.3B | ||
| Q1 25 | $3.9B | $17.6B | ||
| Q4 24 | $3.9B | $18.2B | ||
| Q3 24 | $4.1B | $18.0B | ||
| Q2 24 | $3.9B | $17.7B | ||
| Q1 24 | $3.9B | $16.1B |
负债/权益比LFUSRPRX
| Q4 25 | 0.33× | 0.92× | ||
| Q3 25 | 0.30× | 0.93× | ||
| Q2 25 | 0.31× | 0.84× | ||
| Q1 25 | 0.33× | 0.78× | ||
| Q4 24 | 0.35× | 0.74× | ||
| Q3 24 | 0.34× | 0.74× | ||
| Q2 24 | 0.35× | 0.78× | ||
| Q1 24 | 0.35× | 0.62× |
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 | $827.1M |
| 自由现金流经营现金流 - 资本支出 | $119.7M | — |
| 自由现金流率自由现金流/营收 | 20.2% | — |
| 资本支出强度资本支出/营收 | 3.2% | — |
| 现金转化率经营现金流/净利润 | — | 3.86× |
| 过去12个月自由现金流最近4个季度 | $366.1M | — |
8季度趋势，按日历期对齐
经营现金流LFUSRPRX
| Q4 25 | $138.7M | $827.1M | ||
| Q3 25 | $146.9M | $702.6M | ||
| Q2 25 | $82.5M | $364.0M | ||
| Q1 25 | $65.8M | $596.1M | ||
| Q4 24 | $160.6M | $742.5M | ||
| Q3 24 | $80.4M | $703.6M | ||
| Q2 24 | $69.4M | $658.2M | ||
| Q1 24 | $57.1M | $664.6M |
自由现金流LFUSRPRX
| Q4 25 | $119.7M | — | ||
| Q3 25 | $131.2M | — | ||
| Q2 25 | $72.6M | — | ||
| Q1 25 | $42.7M | — | ||
| Q4 24 | $134.8M | — | ||
| Q3 24 | $65.0M | — | ||
| Q2 24 | $50.3M | — | ||
| Q1 24 | $41.6M | — |
自由现金流率LFUSRPRX
| Q4 25 | 20.2% | — | ||
| Q3 25 | 21.0% | — | ||
| Q2 25 | 11.8% | — | ||
| Q1 25 | 7.7% | — | ||
| Q4 24 | 25.5% | — | ||
| Q3 24 | 11.5% | — | ||
| Q2 24 | 9.0% | — | ||
| Q1 24 | 7.8% | — |
资本支出强度LFUSRPRX
| Q4 25 | 3.2% | — | ||
| Q3 25 | 2.5% | — | ||
| Q2 25 | 1.6% | — | ||
| Q1 25 | 4.2% | — | ||
| Q4 24 | 4.9% | — | ||
| Q3 24 | 2.7% | — | ||
| Q2 24 | 3.4% | — | ||
| Q1 24 | 2.9% | — |
现金转化率LFUSRPRX
| Q4 25 | — | 3.86× | ||
| Q3 25 | 2.11× | 2.44× | ||
| Q2 25 | 1.44× | 12.06× | ||
| Q1 25 | 1.51× | 2.50× | ||
| Q4 24 | — | 3.57× | ||
| Q3 24 | 1.39× | 1.29× | ||
| Q2 24 | 1.53× | 6.45× | ||
| Q1 24 | 1.18× | 139.10× |
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% |
RPRX
| Financial Royalty Assets | $592.4M | 95% |
| Royalty Income Other | $29.6M | 5% |
