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L3Harris（LHX）与甲骨文（ORCL）财务数据对比。点击上方公司名可切换其他公司
L3Harris的季度营收约是甲骨文的1.4倍（$21.9B vs $16.1B），甲骨文同比增速更快（14.2% vs 2.5%），过去两年L3Harris的营收复合增速更高（102.4% vs 10.0%）
L3Harris Technologies是美国科技企业、国防承包商及信息技术服务提供商，产品涵盖指挥控制系统、无线设备、战术电台、航电与电子系统、夜视设备、C3ISR系统、海洋系统、导航产品、训练设备及服务、陆基与星载天线等，主要服务政府领域客户。
甲骨文公司是全球知名的企业软件公司，主打数据库软件、企业级应用软件、云基础设施与云服务等业务，为全球各行业的企业提供数字化转型、数据管理与业务运营的技术解决方案，在全球企业级科技领域占据重要地位。
LHX vs ORCL — 直观对比
营收规模更大
LHX
是对方的1.4倍
$16.1B
营收增速更快
ORCL
高出11.7%
2.5%
两年增速更快
LHX
近两年复合增速
10.0%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $21.9B | $16.1B |
| 净利润 | — | $6.1B |
| 毛利率 | 25.7% | — |
| 营业利润率 | 9.7% | 29.5% |
| 净利率 | — | 38.2% |
| 营收同比 | 2.5% | 14.2% |
| 净利润同比 | — | 94.7% |
| 每股收益（稀释后） | — | $2.10 |
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LHXORCL
| Q1 26 | $21.9B | — | ||
| Q4 25 | $5.7B | $16.1B | ||
| Q3 25 | — | $14.9B | ||
| Q2 25 | $5.4B | $15.9B | ||
| Q1 25 | $5.5B | $14.1B | ||
| Q4 24 | — | $14.1B | ||
| Q3 24 | $5.3B | $13.3B | ||
| Q2 24 | $5.3B | $14.3B |
净利润LHXORCL
| Q1 26 | — | — | ||
| Q4 25 | $462.0M | $6.1B | ||
| Q3 25 | — | $2.9B | ||
| Q2 25 | $458.0M | $3.4B | ||
| Q1 25 | $453.0M | $2.9B | ||
| Q4 24 | — | $3.2B | ||
| Q3 24 | $400.0M | $2.9B | ||
| Q2 24 | $366.0M | $3.1B |
毛利率LHXORCL
| Q1 26 | 25.7% | — | ||
| Q4 25 | 26.4% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 24.6% | — | ||
| Q1 25 | 25.3% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 26.8% | — | ||
| Q2 24 | 25.7% | — |
营业利润率LHXORCL
| Q1 26 | 9.7% | — | ||
| Q4 25 | 11.0% | 29.5% | ||
| Q3 25 | — | 28.7% | ||
| Q2 25 | 10.5% | 32.1% | ||
| Q1 25 | 10.3% | 30.8% | ||
| Q4 24 | — | 30.0% | ||
| Q3 24 | 9.4% | 30.0% | ||
| Q2 24 | 9.0% | 32.8% |
净利率LHXORCL
| Q1 26 | — | — | ||
| Q4 25 | 8.2% | 38.2% | ||
| Q3 25 | — | 19.6% | ||
| Q2 25 | 8.4% | 21.5% | ||
| Q1 25 | 8.2% | 20.8% | ||
| Q4 24 | — | 22.4% | ||
| Q3 24 | 7.6% | 22.0% | ||
| Q2 24 | 6.9% | 22.0% |
每股收益（稀释后）LHXORCL
| Q1 26 | — | — | ||
| Q4 25 | $2.46 | $2.10 | ||
| Q3 25 | — | $1.01 | ||
| Q2 25 | $2.44 | $1.19 | ||
| Q1 25 | $2.37 | $1.02 | ||
| Q4 24 | — | $1.10 | ||
| Q3 24 | $2.10 | $1.03 | ||
| Q2 24 | $1.92 | $1.11 |
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 | $1.1B | $19.2B |
| 总债务越低越好 | $10.4B | — |
| 股东权益账面价值 | $19.6B | $30.0B |
| 总资产 | $41.2B | $205.0B |
| 负债/权益比越低杠杆越低 | 0.53× | — |
8季度趋势，按日历期对齐
现金及短期投资LHXORCL
| Q1 26 | $1.1B | — | ||
| Q4 25 | $339.0M | $19.2B | ||
| Q3 25 | — | $10.4B | ||
| Q2 25 | $482.0M | $10.8B | ||
| Q1 25 | $615.0M | $17.4B | ||
| Q4 24 | — | $10.9B | ||
| Q3 24 | $539.0M | $10.6B | ||
| Q2 24 | $547.0M | $10.5B |
总债务LHXORCL
| Q1 26 | $10.4B | — | ||
| Q4 25 | $11.0B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $11.0B | — | ||
| Q1 25 | $11.1B | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $11.1B | — | ||
| Q2 24 | $10.5B | — |
股东权益LHXORCL
| Q1 26 | $19.6B | — | ||
| Q4 25 | $19.5B | $30.0B | ||
| Q3 25 | — | $24.2B | ||
| Q2 25 | $19.3B | $20.5B | ||
| Q1 25 | $19.5B | $16.7B | ||
| Q4 24 | — | $13.7B | ||
| Q3 24 | $19.0B | $10.8B | ||
| Q2 24 | $18.8B | $8.7B |
总资产LHXORCL
| Q1 26 | $41.2B | — | ||
| Q4 25 | $41.0B | $205.0B | ||
| Q3 25 | — | $180.4B | ||
| Q2 25 | $41.2B | $168.4B | ||
| Q1 25 | $42.0B | $161.4B | ||
| Q4 24 | — | $148.5B | ||
| Q3 24 | $41.9B | $144.2B | ||
| Q2 24 | $41.7B | $141.0B |
负债/权益比LHXORCL
| Q1 26 | 0.53× | — | ||
| Q4 25 | 0.56× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 0.57× | — | ||
| Q1 25 | 0.57× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.58× | — | ||
| Q2 24 | 0.56× | — |
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 | — | $2.1B |
| 自由现金流经营现金流 - 资本支出 | — | $-10.0B |
| 自由现金流率自由现金流/营收 | — | -62.1% |
| 资本支出强度资本支出/营收 | — | 74.9% |
| 现金转化率经营现金流/净利润 | — | 0.34× |
| 过去12个月自由现金流最近4个季度 | — | $-13.2B |
8季度趋势，按日历期对齐
经营现金流LHXORCL
| Q1 26 | — | — | ||
| Q4 25 | $546.0M | $2.1B | ||
| Q3 25 | — | $8.1B | ||
| Q2 25 | $640.0M | $6.2B | ||
| Q1 25 | $1.1B | $5.9B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | $780.0M | $7.4B | ||
| Q2 24 | $754.0M | $6.1B |
自由现金流LHXORCL
| Q1 26 | — | — | ||
| Q4 25 | $427.0M | $-10.0B | ||
| Q3 25 | — | $-362.0M | ||
| Q2 25 | $552.0M | $-2.9B | ||
| Q1 25 | $1.0B | $71.0M | ||
| Q4 24 | — | $-2.7B | ||
| Q3 24 | $702.0M | $5.1B | ||
| Q2 24 | $657.0M | $3.3B |
自由现金流率LHXORCL
| Q1 26 | — | — | ||
| Q4 25 | 7.5% | -62.1% | ||
| Q3 25 | — | -2.4% | ||
| Q2 25 | 10.2% | -18.4% | ||
| Q1 25 | 18.3% | 0.5% | ||
| Q4 24 | — | -19.0% | ||
| Q3 24 | 13.3% | 38.5% | ||
| Q2 24 | 12.4% | 23.0% |
资本支出强度LHXORCL
| Q1 26 | — | — | ||
| Q4 25 | 2.1% | 74.9% | ||
| Q3 25 | — | 57.0% | ||
| Q2 25 | 1.6% | 57.1% | ||
| Q1 25 | 2.1% | 41.5% | ||
| Q4 24 | — | 28.2% | ||
| Q3 24 | 1.5% | 17.3% | ||
| Q2 24 | 1.8% | 19.6% |
现金转化率LHXORCL
| Q1 26 | — | — | ||
| Q4 25 | 1.18× | 0.34× | ||
| Q3 25 | — | 2.78× | ||
| Q2 25 | 1.40× | 1.80× | ||
| Q1 25 | 2.49× | 2.02× | ||
| Q4 24 | — | 0.41× | ||
| Q3 24 | 1.95× | 2.54× | ||
| Q2 24 | 2.06× | 1.93× |
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
LHX
| Space And Airborne Systems Segment | $6.9B | 32% |
| Integrated Mission Systems Segment | $6.6B | 30% |
| Communication Systems Segment | $5.7B | 26% |
| Aerojet Rocketdyne Segment | $2.8B | 13% |
ORCL
| Software Support | $4.9B | 31% |
| Cloud Infrastructure | $4.1B | 25% |
| Cloud Applications | $3.9B | 24% |
| Services Business | $1.4B | 9% |
| Software License | $939.0M | 6% |
| Hardware Business | $776.0M | 5% |
