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雷诺士国际（LII）与PLEXUS CORP（PLXS）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PLEXUS CORP的1.0倍（$1.2B vs $1.2B），雷诺士国际净利率更高（13.6% vs 4.3%，领先9.3%），PLEXUS CORP同比增速更快（18.7% vs -11.2%），过去两年PLEXUS CORP的营收复合增速更高（7.2% 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。
Plexus Corp是总部位于美国密歇根州特洛伊市的软件企业，专注于开发及推广Plex制造云产品，这是一款面向制造行业的SaaS模式云计算ERP解决方案，可助力制造企业实现数字化运营管理升级。
LII vs PLXS — 直观对比
营收规模更大
LII
是对方的1.0倍
$1.2B
营收增速更快
PLXS
高出29.9%
-11.2%
净利率更高
LII
高出9.3%
4.3%
两年增速更快
PLXS
近两年复合增速
6.8%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $1.2B |
| 净利润 | $162.1M | $49.8M |
| 毛利率 | 34.7% | 10.2% |
| 营业利润率 | 18.6% | 5.3% |
| 净利率 | 13.6% | 4.3% |
| 营收同比 | -11.2% | 18.7% |
| 净利润同比 | -18.0% | 27.5% |
| 每股收益（稀释后） | $4.62 | $1.82 |
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LIIPLXS
| Q1 26 | — | $1.1B | ||
| Q4 25 | $1.2B | — | ||
| Q3 25 | $1.4B | — | ||
| Q2 25 | $1.5B | — | ||
| Q1 25 | $1.1B | — | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | $1.5B | — | ||
| Q2 24 | $1.5B | — |
净利润LIIPLXS
| Q1 26 | — | $41.2M | ||
| Q4 25 | $162.1M | — | ||
| Q3 25 | $245.8M | — | ||
| Q2 25 | $277.6M | — | ||
| Q1 25 | $120.3M | — | ||
| Q4 24 | $197.7M | — | ||
| Q3 24 | $239.0M | — | ||
| Q2 24 | $245.9M | — |
毛利率LIIPLXS
| Q1 26 | — | 9.9% | ||
| Q4 25 | 34.7% | — | ||
| Q3 25 | 32.8% | — | ||
| Q2 25 | 34.8% | — | ||
| Q1 25 | 30.6% | — | ||
| Q4 24 | 33.9% | — | ||
| Q3 24 | 32.6% | — | ||
| Q2 24 | 33.6% | — |
营业利润率LIIPLXS
| Q1 26 | — | 5.1% | ||
| Q4 25 | 18.6% | — | ||
| Q3 25 | 21.7% | — | ||
| Q2 25 | 23.6% | — | ||
| Q1 25 | 14.5% | — | ||
| Q4 24 | 18.2% | — | ||
| Q3 24 | 20.2% | — | ||
| Q2 24 | 22.1% | — |
净利率LIIPLXS
| Q1 26 | — | 3.8% | ||
| Q4 25 | 13.6% | — | ||
| Q3 25 | 17.2% | — | ||
| Q2 25 | 18.5% | — | ||
| Q1 25 | 11.2% | — | ||
| Q4 24 | 14.7% | — | ||
| Q3 24 | 16.0% | — | ||
| Q2 24 | 16.9% | — |
每股收益（稀释后）LIIPLXS
| Q1 26 | — | $1.51 | ||
| Q4 25 | $4.62 | — | ||
| Q3 25 | $6.98 | — | ||
| Q2 25 | $7.82 | — | ||
| Q1 25 | $3.37 | — | ||
| Q4 24 | $5.52 | — | ||
| Q3 24 | $6.68 | — | ||
| Q2 24 | $6.87 | — |
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 | $303.1M |
| 总债务越低越好 | $1.1B | — |
| 股东权益账面价值 | $1.2B | $1.5B |
| 总资产 | $4.1B | $3.4B |
| 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LIIPLXS
| Q1 26 | — | $248.8M | ||
| 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 | — |
总债务LIIPLXS
| Q1 26 | — | — | ||
| 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 | — |
股东权益LIIPLXS
| Q1 26 | — | $1.5B | ||
| 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 | — |
总资产LIIPLXS
| Q1 26 | — | $3.2B | ||
| 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 | — |
负债/权益比LIIPLXS
| Q1 26 | — | — | ||
| 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× | — |
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LIIPLXS
| Q1 26 | — | — | ||
| Q4 25 | $405.9M | — | ||
| Q3 25 | $300.7M | — | ||
| Q2 25 | $86.8M | — | ||
| Q1 25 | $-35.8M | — | ||
| Q4 24 | $332.4M | — | ||
| Q3 24 | $452.1M | — | ||
| Q2 24 | $184.0M | — |
自由现金流LIIPLXS
| Q1 26 | — | — | ||
| 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 | — |
自由现金流率LIIPLXS
| Q1 26 | — | — | ||
| 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% | — |
资本支出强度LIIPLXS
| Q1 26 | — | — | ||
| 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% | — |
现金转化率LIIPLXS
| Q1 26 | — | — | ||
| 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× | — |
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% |
PLXS
| Asia-Pacific | $652.0M | 56% |
| Americas | $397.0M | 34% |
| Europe, Middle East and Africa | $116.0M | 10% |
