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林德(LIN)与LSB INDUSTRIES, INC.(LXU)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LSB INDUSTRIES, INC.的53.1倍($8.8B vs $165.0M)。林德净利率更高(17.5% vs 9.8%,领先7.7%)。LSB INDUSTRIES, INC.同比增速更快(22.3% vs 5.8%)。林德自由现金流更多($1.6B vs $-3.2M)。过去两年LSB INDUSTRIES, INC.的营收复合增速更高(9.3% vs 4.0%)
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。
埃尔德里奇工业有限责任公司是一家总部位于美国迈阿密的控股公司,在纽约市、康涅狄格州格林威治、伦敦以及比弗利山均设有办事处,投资领域覆盖保险、资产管理、科技、体育、媒体、房地产与消费等多个行业。
LIN vs LXU — 直观对比
营收规模更大
LIN
是对方的53.1倍
$165.0M
营收增速更快
LXU
高出16.5%
5.8%
净利率更高
LIN
高出7.7%
9.8%
自由现金流更多
LIN
多$1.6B
$-3.2M
两年增速更快
LXU
近两年复合增速
4.0%
损益表 — Q4 2025 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $8.8B | $165.0M |
| 净利润 | $1.5B | $16.1M |
| 毛利率 | — | 25.0% |
| 营业利润率 | 23.0% | 16.2% |
| 净利率 | 17.5% | 9.8% |
| 营收同比 | 5.8% | 22.3% |
| 净利润同比 | -11.3% | 276.3% |
| 每股收益(稀释后) | $3.28 | $0.22 |
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
LIN
LXU
| Q4 25 | $8.8B | $165.0M | ||
| Q3 25 | $8.6B | $155.4M | ||
| Q2 25 | $8.5B | $151.3M | ||
| Q1 25 | $8.1B | $143.4M | ||
| Q4 24 | $8.3B | $134.9M | ||
| Q3 24 | $8.4B | $109.2M | ||
| Q2 24 | $8.3B | $140.1M | ||
| Q1 24 | $8.1B | $138.2M |
净利润
LIN
LXU
| Q4 25 | $1.5B | $16.1M | ||
| Q3 25 | $1.9B | $7.1M | ||
| Q2 25 | $1.8B | $3.0M | ||
| Q1 25 | $1.7B | $-1.6M | ||
| Q4 24 | $1.7B | $-9.1M | ||
| Q3 24 | $1.6B | $-25.4M | ||
| Q2 24 | $1.7B | $9.6M | ||
| Q1 24 | $1.6B | $5.6M |
毛利率
LIN
LXU
| Q4 25 | — | 25.0% | ||
| Q3 25 | — | 16.4% | ||
| Q2 25 | — | 15.3% | ||
| Q1 25 | — | 10.0% | ||
| Q4 24 | — | 4.5% | ||
| Q3 24 | — | -7.3% | ||
| Q2 24 | — | 19.6% | ||
| Q1 24 | — | 16.1% |
营业利润率
LIN
LXU
| Q4 25 | 23.0% | 16.2% | ||
| Q3 25 | 27.5% | 10.1% | ||
| Q2 25 | 27.7% | 6.9% | ||
| Q1 25 | 26.9% | 3.1% | ||
| Q4 24 | 27.4% | -5.0% | ||
| Q3 24 | 25.0% | -22.4% | ||
| Q2 24 | 26.4% | 10.3% | ||
| Q1 24 | 25.9% | 8.1% |
净利率
LIN
LXU
| Q4 25 | 17.5% | 9.8% | ||
| Q3 25 | 22.4% | 4.6% | ||
| Q2 25 | 20.8% | 2.0% | ||
| Q1 25 | 20.6% | -1.1% | ||
| Q4 24 | 20.8% | -6.8% | ||
| Q3 24 | 18.5% | -23.2% | ||
| Q2 24 | 20.1% | 6.8% | ||
| Q1 24 | 20.1% | 4.1% |
每股收益(稀释后)
LIN
LXU
| Q4 25 | $3.28 | $0.22 | ||
| Q3 25 | $4.09 | $0.10 | ||
| Q2 25 | $3.73 | $0.04 | ||
| Q1 25 | $3.51 | $-0.02 | ||
| Q4 24 | $3.61 | $-0.13 | ||
| Q3 24 | $3.22 | $-0.35 | ||
| Q2 24 | $3.44 | $0.13 | ||
| Q1 24 | $3.35 | $0.08 |
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 | $148.5M |
| 总债务越低越好 | $20.7B | $440.3M |
| 股东权益账面价值 | $38.2B | $520.0M |
| 总资产 | $86.8B | $1.2B |
| 负债/权益比越低杠杆越低 | 0.54× | 0.85× |
8季度趋势,按日历期对齐
现金及短期投资
LIN
LXU
| Q4 25 | $5.1B | $148.5M | ||
| Q3 25 | $4.5B | $152.0M | ||
| Q2 25 | $4.8B | $124.9M | ||
| Q1 25 | $5.3B | $163.5M | ||
| Q4 24 | $4.8B | $184.2M | ||
| Q3 24 | $5.2B | $199.3M | ||
| Q2 24 | $4.6B | $216.3M | ||
| Q1 24 | $4.8B | $265.2M |
总债务
LIN
LXU
| Q4 25 | $20.7B | $440.3M | ||
| Q3 25 | $18.6B | $447.6M | ||
| Q2 25 | $19.7B | $446.4M | ||
| Q1 25 | $17.6B | $478.2M | ||
| Q4 24 | $15.3B | $476.2M | ||
| Q3 24 | $17.5B | $476.0M | ||
| Q2 24 | $16.9B | $479.8M | ||
| Q1 24 | $15.2B | $543.8M |
股东权益
LIN
LXU
| Q4 25 | $38.2B | $520.0M | ||
| Q3 25 | $38.6B | $504.6M | ||
| Q2 25 | $38.5B | $495.8M | ||
| Q1 25 | $38.0B | $490.6M | ||
| Q4 24 | $38.1B | $491.6M | ||
| Q3 24 | $39.2B | $499.0M | ||
| Q2 24 | $38.2B | $522.8M | ||
| Q1 24 | $38.8B | $518.2M |
总资产
LIN
LXU
| Q4 25 | $86.8B | $1.2B | ||
| Q3 25 | $86.0B | $1.1B | ||
| Q2 25 | $86.1B | $1.1B | ||
| Q1 25 | $82.7B | $1.2B | ||
| Q4 24 | $80.1B | $1.2B | ||
| Q3 24 | $82.5B | $1.2B | ||
| Q2 24 | $80.2B | $1.2B | ||
| Q1 24 | $80.3B | $1.3B |
负债/权益比
LIN
LXU
| Q4 25 | 0.54× | 0.85× | ||
| Q3 25 | 0.48× | 0.89× | ||
| Q2 25 | 0.51× | 0.90× | ||
| Q1 25 | 0.46× | 0.97× | ||
| Q4 24 | 0.40× | 0.97× | ||
| Q3 24 | 0.45× | 0.95× | ||
| Q2 24 | 0.44× | 0.92× | ||
| Q1 24 | 0.39× | 1.05× |
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 | $17.9M |
| 自由现金流经营现金流 - 资本支出 | $1.6B | $-3.2M |
| 自由现金流率自由现金流/营收 | 17.9% | -1.9% |
| 资本支出强度资本支出/营收 | 16.6% | 12.8% |
| 现金转化率经营现金流/净利润 | 1.98× | 1.11× |
| 过去12个月自由现金流最近4个季度 | $5.1B | $18.1M |
8季度趋势,按日历期对齐
经营现金流
LIN
LXU
| Q4 25 | $3.0B | $17.9M | ||
| Q3 25 | $2.9B | $52.6M | ||
| Q2 25 | $2.2B | $18.2M | ||
| Q1 25 | $2.2B | $6.8M | ||
| Q4 24 | $2.8B | $4.0M | ||
| Q3 24 | $2.7B | $17.1M | ||
| Q2 24 | $1.9B | $41.4M | ||
| Q1 24 | $2.0B | $24.1M |
自由现金流
LIN
LXU
| Q4 25 | $1.6B | $-3.2M | ||
| Q3 25 | $1.7B | $35.6M | ||
| Q2 25 | $954.0M | $-315.0K | ||
| Q1 25 | $891.0M | $-14.0M | ||
| Q4 24 | $1.6B | $-24.2M | ||
| Q3 24 | $1.7B | $-13.9M | ||
| Q2 24 | $796.0M | $26.6M | ||
| Q1 24 | $906.0M | $5.8M |
自由现金流率
LIN
LXU
| Q4 25 | 17.9% | -1.9% | ||
| Q3 25 | 19.4% | 22.9% | ||
| Q2 25 | 11.2% | -0.2% | ||
| Q1 25 | 11.0% | -9.8% | ||
| Q4 24 | 18.8% | -18.0% | ||
| Q3 24 | 19.9% | -12.8% | ||
| Q2 24 | 9.6% | 19.0% | ||
| Q1 24 | 11.2% | 4.2% |
资本支出强度
LIN
LXU
| Q4 25 | 16.6% | 12.8% | ||
| Q3 25 | 14.8% | 10.9% | ||
| Q2 25 | 14.8% | 12.2% | ||
| Q1 25 | 15.7% | 14.5% | ||
| Q4 24 | 15.1% | 20.9% | ||
| Q3 24 | 12.8% | 28.4% | ||
| Q2 24 | 13.7% | 10.5% | ||
| Q1 24 | 12.9% | 13.2% |
现金转化率
LIN
LXU
| Q4 25 | 1.98× | 1.11× | ||
| Q3 25 | 1.53× | 7.39× | ||
| Q2 25 | 1.25× | 6.04× | ||
| Q1 25 | 1.29× | — | ||
| Q4 24 | 1.63× | — | ||
| Q3 24 | 1.76× | — | ||
| Q2 24 | 1.16× | 4.33× | ||
| Q1 24 | 1.20× | 4.29× |
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% |
LXU
| Ammonium Nitrate And Nitric Acid | $64.7M | 39% |
| Ammonia | $49.4M | 30% |
| Urea Ammonium Nitrate UAN | $43.5M | 26% |
| Other | $7.4M | 4% |