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林德（LIN）与LUXFER HOLDINGS PLC（LXFR）财务数据对比。点击上方公司名可切换其他公司
林德的季度营收约是LUXFER HOLDINGS PLC的96.6倍（$8.8B vs $90.7M）。林德净利率更高（17.5% vs -3.4%，领先20.9%）。林德同比增速更快（5.8% vs -12.3%）。林德自由现金流更多（$1.6B vs $12.4M）。过去两年林德的营收复合增速更高（4.0% vs 0.7%）
林德是全球知名跨国化工企业，按市场份额及营收计为全球最大工业气体供应商。公司1879年由德国科学家、工程师卡尔·冯·林德在德国威斯巴登创立，现总部位于英国沃金，在爱尔兰注册，2018年由原林德股份公司与1907年在美国成立的普莱克斯合并组建。
Luxfer Holdings PLC是一家全球性工业制造商，专注于高性能工程材料及零部件生产，核心产品包括轻量化铝制及复合材料储气系统、先进合金与特种材料，服务航空航天、医疗保健、汽车、工业制造、替代能源等全球多个核心领域。
LIN vs LXFR — 直观对比
营收规模更大
LIN
是对方的96.6倍
$90.7M
营收增速更快
LIN
高出18.1%
-12.3%
净利率更高
LIN
高出20.9%
-3.4%
自由现金流更多
LIN
多$1.6B
$12.4M
两年增速更快
LIN
近两年复合增速
0.7%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $8.8B | $90.7M |
| 净利润 | $1.5B | $-3.1M |
| 毛利率 | — | 24.4% |
| 营业利润率 | 23.0% | 3.6% |
| 净利率 | 17.5% | -3.4% |
| 营收同比 | 5.8% | -12.3% |
| 净利润同比 | -11.3% | -188.6% |
| 每股收益（稀释后） | $3.28 | $-0.12 |
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LINLXFR
| Q4 25 | $8.8B | $90.7M | ||
| Q3 25 | $8.6B | $92.9M | ||
| Q2 25 | $8.5B | $104.0M | ||
| Q1 25 | $8.1B | $97.0M | ||
| Q4 24 | $8.3B | $103.4M | ||
| Q3 24 | $8.4B | $99.4M | ||
| Q2 24 | $8.3B | $99.7M | ||
| Q1 24 | $8.1B | $89.4M |
净利润LINLXFR
| Q4 25 | $1.5B | $-3.1M | ||
| Q3 25 | $1.9B | $2.7M | ||
| Q2 25 | $1.8B | $2.6M | ||
| Q1 25 | $1.7B | $5.5M | ||
| Q4 24 | $1.7B | $3.5M | ||
| Q3 24 | $1.6B | $12.7M | ||
| Q2 24 | $1.7B | $-500.0K | ||
| Q1 24 | $1.6B | $2.7M |
毛利率LINLXFR
| Q4 25 | — | 24.4% | ||
| Q3 25 | — | 23.4% | ||
| Q2 25 | — | 23.1% | ||
| Q1 25 | — | 22.1% | ||
| Q4 24 | — | 22.1% | ||
| Q3 24 | — | 22.5% | ||
| Q2 24 | — | 22.1% | ||
| Q1 24 | — | 20.6% |
营业利润率LINLXFR
| Q4 25 | 23.0% | 3.6% | ||
| Q3 25 | 27.5% | 5.8% | ||
| Q2 25 | 27.7% | 7.4% | ||
| Q1 25 | 26.9% | 7.8% | ||
| Q4 24 | 27.4% | 3.9% | ||
| Q3 24 | 25.0% | 17.5% | ||
| Q2 24 | 26.4% | 3.8% | ||
| Q1 24 | 25.9% | 5.5% |
净利率LINLXFR
| Q4 25 | 17.5% | -3.4% | ||
| Q3 25 | 22.4% | 2.9% | ||
| Q2 25 | 20.8% | 2.5% | ||
| Q1 25 | 20.6% | 5.7% | ||
| Q4 24 | 20.8% | 3.4% | ||
| Q3 24 | 18.5% | 12.8% | ||
| Q2 24 | 20.1% | -0.5% | ||
| Q1 24 | 20.1% | 3.0% |
每股收益（稀释后）LINLXFR
| Q4 25 | $3.28 | $-0.12 | ||
| Q3 25 | $4.09 | $0.10 | ||
| Q2 25 | $3.73 | $0.10 | ||
| Q1 25 | $3.51 | $0.20 | ||
| Q4 24 | $3.61 | $0.13 | ||
| Q3 24 | $3.22 | $0.47 | ||
| Q2 24 | $3.44 | $-0.02 | ||
| Q1 24 | $3.35 | $0.10 |
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 | $5.1B | $8.3M |
| 总债务越低越好 | $20.7B | $39.4M |
| 股东权益账面价值 | $38.2B | $226.4M |
| 总资产 | $86.8B | $369.7M |
| 负债/权益比越低杠杆越低 | 0.54× | 0.17× |
8季度趋势，按日历期对齐
现金及短期投资LINLXFR
| Q4 25 | $5.1B | $8.3M | ||
| Q3 25 | $4.5B | $6.0M | ||
| Q2 25 | $4.8B | $4.4M | ||
| Q1 25 | $5.3B | $4.1M | ||
| Q4 24 | $4.8B | $4.1M | ||
| Q3 24 | $5.2B | $3.5M | ||
| Q2 24 | $4.6B | $4.3M | ||
| Q1 24 | $4.8B | $6.8M |
总债务LINLXFR
| Q4 25 | $20.7B | $39.4M | ||
| Q3 25 | $18.6B | $43.3M | ||
| Q2 25 | $19.7B | $52.6M | ||
| Q1 25 | $17.6B | $46.0M | ||
| Q4 24 | $15.3B | $45.1M | ||
| Q3 24 | $17.5B | $69.5M | ||
| Q2 24 | $16.9B | $74.2M | ||
| Q1 24 | $15.2B | $78.4M |
股东权益LINLXFR
| Q4 25 | $38.2B | $226.4M | ||
| Q3 25 | $38.6B | $231.6M | ||
| Q2 25 | $38.5B | $237.7M | ||
| Q1 25 | $38.0B | $226.7M | ||
| Q4 24 | $38.1B | $219.5M | ||
| Q3 24 | $39.2B | $225.1M | ||
| Q2 24 | $38.2B | $206.3M | ||
| Q1 24 | $38.8B | $210.3M |
总资产LINLXFR
| Q4 25 | $86.8B | $369.7M | ||
| Q3 25 | $86.0B | $377.4M | ||
| Q2 25 | $86.1B | $399.2M | ||
| Q1 25 | $82.7B | $385.2M | ||
| Q4 24 | $80.1B | $382.4M | ||
| Q3 24 | $82.5B | $404.8M | ||
| Q2 24 | $80.2B | $379.8M | ||
| Q1 24 | $80.3B | $386.0M |
负债/权益比LINLXFR
| Q4 25 | 0.54× | 0.17× | ||
| Q3 25 | 0.48× | 0.19× | ||
| Q2 25 | 0.51× | 0.22× | ||
| Q1 25 | 0.46× | 0.20× | ||
| Q4 24 | 0.40× | 0.21× | ||
| Q3 24 | 0.45× | 0.31× | ||
| Q2 24 | 0.44× | 0.36× | ||
| Q1 24 | 0.39× | 0.37× |
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 | $3.0B | $15.6M |
| 自由现金流经营现金流 - 资本支出 | $1.6B | $12.4M |
| 自由现金流率自由现金流/营收 | 17.9% | 13.7% |
| 资本支出强度资本支出/营收 | 16.6% | 3.5% |
| 现金转化率经营现金流/净利润 | 1.98× | — |
| 过去12个月自由现金流最近4个季度 | $5.1B | $26.2M |
8季度趋势，按日历期对齐
经营现金流LINLXFR
| Q4 25 | $3.0B | $15.6M | ||
| Q3 25 | $2.9B | $11.8M | ||
| Q2 25 | $2.2B | $1.2M | ||
| Q1 25 | $2.2B | $5.4M | ||
| Q4 24 | $2.8B | $25.5M | ||
| Q3 24 | $2.7B | $13.0M | ||
| Q2 24 | $1.9B | $8.9M | ||
| Q1 24 | $2.0B | $3.7M |
自由现金流LINLXFR
| Q4 25 | $1.6B | $12.4M | ||
| Q3 25 | $1.7B | $10.3M | ||
| Q2 25 | $954.0M | $-700.0K | ||
| Q1 25 | $891.0M | $4.2M | ||
| Q4 24 | $1.6B | $22.5M | ||
| Q3 24 | $1.7B | $9.8M | ||
| Q2 24 | $796.0M | $6.2M | ||
| Q1 24 | $906.0M | $2.3M |
自由现金流率LINLXFR
| Q4 25 | 17.9% | 13.7% | ||
| Q3 25 | 19.4% | 11.1% | ||
| Q2 25 | 11.2% | -0.7% | ||
| Q1 25 | 11.0% | 4.3% | ||
| Q4 24 | 18.8% | 21.8% | ||
| Q3 24 | 19.9% | 9.9% | ||
| Q2 24 | 9.6% | 6.2% | ||
| Q1 24 | 11.2% | 2.6% |
资本支出强度LINLXFR
| Q4 25 | 16.6% | 3.5% | ||
| Q3 25 | 14.8% | 1.6% | ||
| Q2 25 | 14.8% | 1.8% | ||
| Q1 25 | 15.7% | 1.2% | ||
| Q4 24 | 15.1% | 2.9% | ||
| Q3 24 | 12.8% | 3.2% | ||
| Q2 24 | 13.7% | 2.7% | ||
| Q1 24 | 12.9% | 1.6% |
现金转化率LINLXFR
| Q4 25 | 1.98× | — | ||
| Q3 25 | 1.53× | 4.37× | ||
| Q2 25 | 1.25× | 0.46× | ||
| Q1 25 | 1.29× | 0.98× | ||
| Q4 24 | 1.63× | 7.29× | ||
| Q3 24 | 1.76× | 1.02× | ||
| Q2 24 | 1.16× | — | ||
| Q1 24 | 1.20× | 1.37× |
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
LIN
| Other | $4.9B | 56% |
| Packaged Gas | $1.6B | 19% |
| Merchant | $1.2B | 14% |
| On Site | $950.0M | 11% |
| Other Distribution Methods | $64.0M | 1% |
LXFR
| Gas Cylinders Segment | $43.8M | 48% |
| Defense First Response And Healthcare | $18.6M | 21% |
| Rest Of Europe | $9.0M | 10% |
| DE | $7.0M | 8% |
| Asia Pacific | $5.8M | 6% |
| CA | $4.0M | 4% |
| Other | $2.5M | 3% |
