vs
力特（LFUS）与伟世通（VC）财务数据对比。点击上方公司名可切换其他公司
伟世通的季度营收约是力特的1.4倍（$948.0M vs $657.0M），力特净利率更高（11.4% vs 7.8%，领先3.6%），力特同比增速更快（18.5% vs 1.0%），过去两年力特的营收复合增速更高（8.5% 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。
伟世通是一家总部位于美国密歇根州范布伦镇区的全球性汽车电子供应商，业务涵盖汽车座舱电子产品、车联网服务以及电动化相关产品的设计、研发与制造，客户几乎覆盖全球所有主流汽车制造商。
LFUS vs VC — 直观对比
营收规模更大
VC
是对方的1.4倍
$657.0M
营收增速更快
LFUS
高出17.6%
1.0%
净利率更高
LFUS
高出3.6%
7.8%
两年增速更快
LFUS
近两年复合增速
0.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $657.0M | $948.0M |
| 净利润 | $75.1M | $74.0M |
| 毛利率 | 38.7% | 12.9% |
| 营业利润率 | 15.4% | 6.9% |
| 净利率 | 11.4% | 7.8% |
| 营收同比 | 18.5% | 1.0% |
| 净利润同比 | 72.5% | -40.8% |
| 每股收益（稀释后） | $2.96 | $2.67 |
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LFUSVC
| Q1 26 | $657.0M | — | ||
| Q4 25 | $593.9M | $948.0M | ||
| Q3 25 | $624.6M | $917.0M | ||
| Q2 25 | $613.4M | $969.0M | ||
| Q1 25 | $554.3M | $934.0M | ||
| Q4 24 | $529.5M | $939.0M | ||
| Q3 24 | $567.4M | $980.0M | ||
| Q2 24 | $558.5M | $1.0B |
净利润LFUSVC
| Q1 26 | $75.1M | — | ||
| Q4 25 | $-242.1M | $74.0M | ||
| Q3 25 | $69.5M | $-11.0M | ||
| Q2 25 | $57.3M | $71.0M | ||
| Q1 25 | $43.6M | $67.0M | ||
| Q4 24 | $-51.8M | $125.0M | ||
| Q3 24 | $58.1M | $40.0M | ||
| Q2 24 | $45.5M | $83.0M |
毛利率LFUSVC
| Q1 26 | 38.7% | — | ||
| Q4 25 | 38.0% | 12.9% | ||
| Q3 25 | 38.6% | 14.3% | ||
| Q2 25 | 37.8% | 14.6% | ||
| Q1 25 | 37.4% | 14.8% | ||
| Q4 24 | 33.4% | 14.3% | ||
| Q3 24 | 38.1% | 13.4% | ||
| Q2 24 | 37.1% | 14.5% |
营业利润率LFUSVC
| Q1 26 | 15.4% | — | ||
| Q4 25 | -37.5% | 6.9% | ||
| Q3 25 | 15.6% | 8.8% | ||
| Q2 25 | 15.1% | 10.0% | ||
| Q1 25 | 12.7% | 10.2% | ||
| Q4 24 | -9.3% | 8.9% | ||
| Q3 24 | 15.5% | 5.2% | ||
| Q2 24 | 11.7% | 9.9% |
净利率LFUSVC
| Q1 26 | 11.4% | — | ||
| Q4 25 | -40.8% | 7.8% | ||
| Q3 25 | 11.1% | -1.2% | ||
| Q2 25 | 9.3% | 7.3% | ||
| Q1 25 | 7.9% | 7.2% | ||
| Q4 24 | -9.8% | 13.3% | ||
| Q3 24 | 10.2% | 4.1% | ||
| Q2 24 | 8.1% | 8.2% |
每股收益（稀释后）LFUSVC
| Q1 26 | $2.96 | — | ||
| Q4 25 | $-9.71 | $2.67 | ||
| Q3 25 | $2.77 | $-0.40 | ||
| Q2 25 | $2.30 | $2.57 | ||
| Q1 25 | $1.75 | $2.44 | ||
| Q4 24 | $-2.07 | $4.50 | ||
| Q3 24 | $2.32 | $1.43 | ||
| Q2 24 | $1.82 | $2.97 |
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 | $482.0M | $771.0M |
| 总债务越低越好 | $631.5M | — |
| 股东权益账面价值 | $2.5B | $1.6B |
| 总资产 | $3.9B | $3.4B |
| 负债/权益比越低杠杆越低 | 0.25× | — |
8季度趋势，按日历期对齐
现金及短期投资LFUSVC
| Q1 26 | $482.0M | — | ||
| Q4 25 | $563.7M | $771.0M | ||
| Q3 25 | $815.0M | $762.0M | ||
| Q2 25 | $685.5M | $668.0M | ||
| Q1 25 | $619.7M | $655.0M | ||
| Q4 24 | $725.9M | $623.0M | ||
| Q3 24 | $630.7M | $550.0M | ||
| Q2 24 | $562.7M | $505.0M |
总债务LFUSVC
| Q1 26 | $631.5M | — | ||
| 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 | — |
股东权益LFUSVC
| Q1 26 | $2.5B | — | ||
| Q4 25 | $2.4B | $1.6B | ||
| Q3 25 | $2.7B | $1.5B | ||
| Q2 25 | $2.6B | $1.5B | ||
| Q1 25 | $2.5B | $1.4B | ||
| Q4 24 | $2.4B | $1.3B | ||
| Q3 24 | $2.6B | $1.3B | ||
| Q2 24 | $2.5B | $1.2B |
总资产LFUSVC
| Q1 26 | $3.9B | — | ||
| Q4 25 | $4.0B | $3.4B | ||
| Q3 25 | $4.2B | $3.3B | ||
| Q2 25 | $4.1B | $3.3B | ||
| Q1 25 | $3.9B | $3.1B | ||
| Q4 24 | $3.9B | $3.0B | ||
| Q3 24 | $4.1B | $3.0B | ||
| Q2 24 | $3.9B | $2.8B |
负债/权益比LFUSVC
| Q1 26 | 0.25× | — | ||
| 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× | — |
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 | $42.6M | $118.0M |
| 自由现金流经营现金流 - 资本支出 | $66.2K | — |
| 自由现金流率自由现金流/营收 | 0.0% | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 0.57× | 1.59× |
| 过去12个月自由现金流最近4个季度 | $323.5M | — |
8季度趋势，按日历期对齐
经营现金流LFUSVC
| Q1 26 | $42.6M | — | ||
| Q4 25 | $138.7M | $118.0M | ||
| Q3 25 | $146.9M | $127.0M | ||
| Q2 25 | $82.5M | $95.0M | ||
| Q1 25 | $65.8M | $70.0M | ||
| Q4 24 | $160.6M | $203.0M | ||
| Q3 24 | $80.4M | $98.0M | ||
| Q2 24 | $69.4M | $57.0M |
自由现金流LFUSVC
| Q1 26 | $66.2K | — | ||
| 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 | — |
自由现金流率LFUSVC
| Q1 26 | 0.0% | — | ||
| 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% | — |
资本支出强度LFUSVC
| Q1 26 | — | — | ||
| 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% | — |
现金转化率LFUSVC
| Q1 26 | 0.57× | — | ||
| Q4 25 | — | 1.59× | ||
| Q3 25 | 2.11× | — | ||
| Q2 25 | 1.44× | 1.34× | ||
| Q1 25 | 1.51× | 1.04× | ||
| Q4 24 | — | 1.62× | ||
| Q3 24 | 1.39× | 2.45× | ||
| Q2 24 | 1.53× | 0.69× |
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 | $362.8M | 55% |
| Transportation | $170.4M | 26% |
| Industrial | $123.8M | 19% |
VC
| Audioandinfotainment | $508.0M | 54% |
| Informationdisplays | $428.0M | 45% |
