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Legence Corp.(LGN)与SEI INVESTMENTS CO(SEIC)财务数据对比。点击上方公司名可切换其他公司
Legence Corp.的季度营收约是SEI INVESTMENTS CO的1.1倍($708.0M vs $622.2M),SEI INVESTMENTS CO净利率更高(28.0% vs -0.1%,领先28.1%),Legence Corp.同比增速更快(26.2% vs 13.0%)
Legence Corp是一家可持续建筑与脱碳解决方案服务商,主要提供能效优化、楼宇自动化系统设计、可再生能源整合及低碳改造服务,客户覆盖商业、工业、公共机构等领域,核心业务布局北美,助力客户降低运营成本、减少碳排放。
SEI Investments是一家总部位于美国宾夕法尼亚州奥克斯的金融服务企业,服务对象涵盖机构、私人银行、投资顾问、资产管理机构及私人客户。集团通过旗下子公司及参股合作主体,管理、咨询或受托运营规模达1万亿美元的资产,覆盖对冲基金、私募股权、共同基金及各类集合或独立管理资产品类。
LGN vs SEIC — 直观对比
营收规模更大
LGN
是对方的1.1倍
$622.2M
营收增速更快
LGN
高出13.2%
13.0%
净利率更高
SEIC
高出28.1%
-0.1%
损益表 — Q3 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $708.0M | $622.2M |
| 净利润 | $-576.0K | $174.5M |
| 毛利率 | 20.9% | — |
| 营业利润率 | 5.3% | 30.5% |
| 净利率 | -0.1% | 28.0% |
| 营收同比 | 26.2% | 13.0% |
| 净利润同比 | 46.8% | 15.0% |
| 每股收益(稀释后) | $-0.02 | $1.40 |
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
LGN
SEIC
| Q1 26 | — | $622.2M | ||
| Q4 25 | — | $607.9M | ||
| Q3 25 | $708.0M | $578.5M | ||
| Q2 25 | — | $559.6M | ||
| Q1 25 | — | $551.3M | ||
| Q4 24 | — | $557.2M | ||
| Q3 24 | $560.8M | $537.4M | ||
| Q2 24 | — | $519.0M |
净利润
LGN
SEIC
| Q1 26 | — | $174.5M | ||
| Q4 25 | — | $172.5M | ||
| Q3 25 | $-576.0K | $164.2M | ||
| Q2 25 | — | $227.1M | ||
| Q1 25 | — | $151.5M | ||
| Q4 24 | — | $155.8M | ||
| Q3 24 | $-1.1M | $154.9M | ||
| Q2 24 | — | $139.1M |
毛利率
LGN
SEIC
| Q1 26 | — | — | ||
| Q4 25 | — | 36.8% | ||
| Q3 25 | 20.9% | 35.0% | ||
| Q2 25 | — | 33.8% | ||
| Q1 25 | — | 34.9% | ||
| Q4 24 | — | 33.1% | ||
| Q3 24 | 21.1% | 33.8% | ||
| Q2 24 | — | 32.7% |
营业利润率
LGN
SEIC
| Q1 26 | — | 30.5% | ||
| Q4 25 | — | 26.6% | ||
| Q3 25 | 5.3% | 27.7% | ||
| Q2 25 | — | 26.6% | ||
| Q1 25 | — | 28.5% | ||
| Q4 24 | — | 26.1% | ||
| Q3 24 | 4.8% | 26.8% | ||
| Q2 24 | — | 26.3% |
净利率
LGN
SEIC
| Q1 26 | — | 28.0% | ||
| Q4 25 | — | 28.4% | ||
| Q3 25 | -0.1% | 28.4% | ||
| Q2 25 | — | 40.6% | ||
| Q1 25 | — | 27.5% | ||
| Q4 24 | — | 28.0% | ||
| Q3 24 | -0.2% | 28.8% | ||
| Q2 24 | — | 26.8% |
每股收益(稀释后)
LGN
SEIC
| Q1 26 | — | $1.40 | ||
| Q4 25 | — | $1.38 | ||
| Q3 25 | $-0.02 | $1.30 | ||
| Q2 25 | — | $1.78 | ||
| Q1 25 | — | $1.17 | ||
| Q4 24 | — | $1.18 | ||
| Q3 24 | — | $1.19 | ||
| Q2 24 | — | $1.05 |
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 | $176.0M | $363.1M |
| 总债务越低越好 | $812.6M | $32.4M |
| 股东权益账面价值 | $387.9M | $2.5B |
| 总资产 | $2.6B | $3.3B |
| 负债/权益比越低杠杆越低 | 2.10× | 0.01× |
8季度趋势,按日历期对齐
现金及短期投资
LGN
SEIC
| Q1 26 | — | $363.1M | ||
| Q4 25 | — | $399.8M | ||
| Q3 25 | $176.0M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $710.7M | ||
| Q4 24 | — | $839.9M | ||
| Q3 24 | — | $901.1M | ||
| Q2 24 | — | $768.3M |
总债务
LGN
SEIC
| Q1 26 | — | $32.4M | ||
| Q4 25 | — | — | ||
| Q3 25 | $812.6M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
LGN
SEIC
| Q1 26 | — | $2.5B | ||
| Q4 25 | — | $2.4B | ||
| Q3 25 | $387.9M | $2.4B | ||
| Q2 25 | — | $2.3B | ||
| Q1 25 | — | $2.3B | ||
| Q4 24 | — | $2.3B | ||
| Q3 24 | — | $2.4B | ||
| Q2 24 | — | $2.2B |
总资产
LGN
SEIC
| Q1 26 | — | $3.3B | ||
| Q4 25 | — | — | ||
| Q3 25 | $2.6B | — | ||
| Q2 25 | — | $2.6B | ||
| Q1 25 | — | $2.6B | ||
| Q4 24 | — | $2.7B | ||
| Q3 24 | — | $2.7B | ||
| Q2 24 | — | $2.5B |
负债/权益比
LGN
SEIC
| Q1 26 | — | 0.01× | ||
| Q4 25 | — | — | ||
| Q3 25 | 2.10× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $162.1M | — |
| 自由现金流经营现金流 - 资本支出 | $137.4M | — |
| 自由现金流率自由现金流/营收 | 19.4% | — |
| 资本支出强度资本支出/营收 | 3.5% | — |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势,按日历期对齐
经营现金流
LGN
SEIC
| Q1 26 | — | — | ||
| Q4 25 | — | $126.4M | ||
| Q3 25 | $162.1M | $238.3M | ||
| Q2 25 | — | $96.5M | ||
| Q1 25 | — | $146.5M | ||
| Q4 24 | — | $195.3M | ||
| Q3 24 | — | $200.0M | ||
| Q2 24 | — | $114.7M |
自由现金流
LGN
SEIC
| Q1 26 | — | — | ||
| Q4 25 | — | $124.8M | ||
| Q3 25 | $137.4M | $229.6M | ||
| Q2 25 | — | $92.7M | ||
| Q1 25 | — | $137.8M | ||
| Q4 24 | — | $190.2M | ||
| Q3 24 | — | $193.7M | ||
| Q2 24 | — | $107.0M |
自由现金流率
LGN
SEIC
| Q1 26 | — | — | ||
| Q4 25 | — | 20.5% | ||
| Q3 25 | 19.4% | 39.7% | ||
| Q2 25 | — | 16.6% | ||
| Q1 25 | — | 25.0% | ||
| Q4 24 | — | 34.1% | ||
| Q3 24 | — | 36.0% | ||
| Q2 24 | — | 20.6% |
资本支出强度
LGN
SEIC
| Q1 26 | — | — | ||
| Q4 25 | — | 0.3% | ||
| Q3 25 | 3.5% | 1.5% | ||
| Q2 25 | — | 0.7% | ||
| Q1 25 | — | 1.6% | ||
| Q4 24 | — | 0.9% | ||
| Q3 24 | — | 1.2% | ||
| Q2 24 | — | 1.5% |
现金转化率
LGN
SEIC
| Q1 26 | — | — | ||
| Q4 25 | — | 0.73× | ||
| Q3 25 | — | 1.45× | ||
| Q2 25 | — | 0.43× | ||
| Q1 25 | — | 0.97× | ||
| Q4 24 | — | 1.25× | ||
| Q3 24 | — | 1.29× | ||
| Q2 24 | — | 0.82× |
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
LGN
| Installation And Fabrication | $408.7M | 58% |
| Engineering And Design | $110.9M | 16% |
| Program And Project Management | $101.2M | 14% |
| Maintenance And Service | $87.1M | 12% |
SEIC
暂无分部数据