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雷诺士国际（LII）与Lightspeed Commerce Inc.（LSPD）财务数据对比。点击上方公司名可切换其他公司
雷诺士国际的季度营收约是Lightspeed Commerce Inc.的1.5倍（$1.2B vs $823.4M），雷诺士国际净利率更高（13.6% vs -11.1%，领先24.6%），过去两年Lightspeed Commerce Inc.的营收复合增速更高（89.1% vs 6.8%）
雷诺士国际是美国知名的暖通空调（HVAC）及制冷领域气候控制产品供应商，总部位于得克萨斯州理查森。公司在墨西哥萨尔蒂约、美国爱荷华州马歇尔敦、南卡罗来纳州奥兰治堡设有核心生产基地，1904年收购公司的诺里斯家族后裔约翰·W·诺里斯三世持有其9.8%的股份。
Lightspeed Commerce是总部位于加拿大魁北克省蒙特利尔的销售点系统及电商软件服务商，2005年由达克斯·达席尔瓦创立，服务覆盖零售、餐饮、酒店等行业，在北美、欧洲、大洋洲等多地设有办公网点。
LII vs LSPD — 直观对比
营收规模更大
LII
是对方的1.5倍
$823.4M
净利率更高
LII
高出24.6%
-11.1%
两年增速更快
LSPD
近两年复合增速
6.8%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $823.4M |
| 净利润 | $162.1M | $-91.3M |
| 毛利率 | 34.7% | 41.1% |
| 营业利润率 | 18.6% | -14.1% |
| 净利率 | 13.6% | -11.1% |
| 营收同比 | -11.2% | — |
| 净利润同比 | -18.0% | — |
| 每股收益（稀释后） | $4.62 | — |
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LIILSPD
| Q4 25 | $1.2B | $823.4M | ||
| Q3 25 | $1.4B | $543.3M | ||
| Q2 25 | $1.5B | $266.1M | ||
| Q1 25 | $1.1B | $253.4M | ||
| Q4 24 | $1.3B | $679.1M | ||
| Q3 24 | $1.5B | $439.4M | ||
| Q2 24 | $1.5B | $209.1M | ||
| Q1 24 | $1.0B | $230.2M |
净利润LIILSPD
| Q4 25 | $162.1M | $-91.3M | ||
| Q3 25 | $245.8M | $-64.7M | ||
| Q2 25 | $277.6M | $-35.0M | ||
| Q1 25 | $120.3M | $-575.9M | ||
| Q4 24 | $197.7M | $-131.4M | ||
| Q3 24 | $239.0M | $-91.2M | ||
| Q2 24 | $245.9M | $-48.7M | ||
| Q1 24 | $124.3M | $-32.5M |
毛利率LIILSPD
| Q4 25 | 34.7% | 41.1% | ||
| Q3 25 | 32.8% | 41.0% | ||
| Q2 25 | 34.8% | 40.7% | ||
| Q1 25 | 30.6% | 44.1% | ||
| Q4 24 | 33.9% | 42.1% | ||
| Q3 24 | 32.6% | 41.9% | ||
| Q2 24 | 33.6% | 42.0% | ||
| Q1 24 | 32.5% | 43.3% |
营业利润率LIILSPD
| Q4 25 | 18.6% | -14.1% | ||
| Q3 25 | 21.7% | -15.1% | ||
| Q2 25 | 23.6% | -16.6% | ||
| Q1 25 | 14.5% | -228.9% | ||
| Q4 24 | 18.2% | -23.8% | ||
| Q3 24 | 20.2% | -25.1% | ||
| Q2 24 | 22.1% | -27.9% | ||
| Q1 24 | 15.9% | -17.9% |
净利率LIILSPD
| Q4 25 | 13.6% | -11.1% | ||
| Q3 25 | 17.2% | -11.9% | ||
| Q2 25 | 18.5% | -13.2% | ||
| Q1 25 | 11.2% | -227.3% | ||
| Q4 24 | 14.7% | -19.4% | ||
| Q3 24 | 16.0% | -20.8% | ||
| Q2 24 | 16.9% | -23.3% | ||
| Q1 24 | 11.9% | -14.1% |
每股收益（稀释后）LIILSPD
| Q4 25 | $4.62 | — | ||
| Q3 25 | $6.98 | — | ||
| Q2 25 | $7.82 | — | ||
| Q1 25 | $3.37 | $0.10 | ||
| Q4 24 | $5.52 | — | ||
| Q3 24 | $6.68 | — | ||
| Q2 24 | $6.87 | $-0.01 | ||
| Q1 24 | $3.47 | $0.06 |
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 | $34.7M | — |
| 总债务越低越好 | $1.1B | — |
| 股东权益账面价值 | $1.2B | — |
| 总资产 | $4.1B | — |
| 负债/权益比越低杠杆越低 | 0.98× | — |
8季度趋势，按日历期对齐
现金及短期投资LIILSPD
| Q4 25 | $34.7M | — | ||
| Q3 25 | $59.2M | — | ||
| Q2 25 | $55.1M | — | ||
| Q1 25 | $222.9M | — | ||
| Q4 24 | $422.3M | — | ||
| Q3 24 | $255.7M | — | ||
| Q2 24 | $57.8M | — | ||
| Q1 24 | $57.6M | — |
总债务LIILSPD
| Q4 25 | $1.1B | — | ||
| Q3 25 | $838.2M | — | ||
| Q2 25 | $835.7M | — | ||
| Q1 25 | $834.2M | — | ||
| Q4 24 | $833.1M | — | ||
| Q3 24 | $827.6M | — | ||
| Q2 24 | $1.1B | — | ||
| Q1 24 | $1.2B | — |
股东权益LIILSPD
| Q4 25 | $1.2B | — | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $900.5M | — | ||
| Q1 25 | $852.5M | — | ||
| Q4 24 | $850.2M | — | ||
| Q3 24 | $754.0M | — | ||
| Q2 24 | $577.4M | — | ||
| Q1 24 | $368.8M | — |
总资产LIILSPD
| Q4 25 | $4.1B | — | ||
| Q3 25 | $3.5B | — | ||
| Q2 25 | $3.7B | — | ||
| Q1 25 | $3.5B | — | ||
| Q4 24 | $3.5B | — | ||
| Q3 24 | $3.3B | — | ||
| Q2 24 | $3.2B | — | ||
| Q1 24 | $3.0B | — |
负债/权益比LIILSPD
| Q4 25 | 0.98× | — | ||
| Q3 25 | 0.78× | — | ||
| Q2 25 | 0.93× | — | ||
| Q1 25 | 0.98× | — | ||
| Q4 24 | 0.98× | — | ||
| Q3 24 | 1.10× | — | ||
| Q2 24 | 1.95× | — | ||
| Q1 24 | 3.13× | — |
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 | $405.9M | — |
| 自由现金流经营现金流 - 资本支出 | $376.7M | — |
| 自由现金流率自由现金流/营收 | 31.5% | — |
| 资本支出强度资本支出/营收 | 2.4% | — |
| 现金转化率经营现金流/净利润 | 2.50× | — |
| 过去12个月自由现金流最近4个季度 | $638.8M | — |
8季度趋势，按日历期对齐
经营现金流LIILSPD
| Q4 25 | $405.9M | — | ||
| Q3 25 | $300.7M | — | ||
| Q2 25 | $86.8M | — | ||
| Q1 25 | $-35.8M | $-9.9M | ||
| Q4 24 | $332.4M | — | ||
| Q3 24 | $452.1M | — | ||
| Q2 24 | $184.0M | $-26.1M | ||
| Q1 24 | $-22.8M | $-28.5M |
自由现金流LIILSPD
| Q4 25 | $376.7M | — | ||
| Q3 25 | $265.1M | — | ||
| Q2 25 | $58.3M | — | ||
| Q1 25 | $-61.3M | — | ||
| Q4 24 | $272.2M | — | ||
| Q3 24 | $410.9M | — | ||
| Q2 24 | $151.3M | — | ||
| Q1 24 | $-52.3M | — |
自由现金流率LIILSPD
| Q4 25 | 31.5% | — | ||
| Q3 25 | 18.6% | — | ||
| Q2 25 | 3.9% | — | ||
| Q1 25 | -5.7% | — | ||
| Q4 24 | 20.2% | — | ||
| Q3 24 | 27.4% | — | ||
| Q2 24 | 10.4% | — | ||
| Q1 24 | -5.0% | — |
资本支出强度LIILSPD
| Q4 25 | 2.4% | — | ||
| Q3 25 | 2.5% | — | ||
| Q2 25 | 1.9% | — | ||
| Q1 25 | 2.4% | — | ||
| Q4 24 | 4.5% | — | ||
| Q3 24 | 2.8% | — | ||
| Q2 24 | 2.3% | — | ||
| Q1 24 | 2.8% | — |
现金转化率LIILSPD
| Q4 25 | 2.50× | — | ||
| Q3 25 | 1.22× | — | ||
| Q2 25 | 0.31× | — | ||
| Q1 25 | -0.30× | — | ||
| Q4 24 | 1.68× | — | ||
| Q3 24 | 1.89× | — | ||
| Q2 24 | 0.75× | — | ||
| Q1 24 | -0.18× | — |
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
LII
| Residential Heating And Cooling | $699.8M | 59% |
| Commercial Heating And Cooling | $495.2M | 41% |
LSPD
暂无分部数据
