vs
林德（LIN）与MINERALS TECHNOLOGIES INC（MTX）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MINERALS TECHNOLOGIES INC的16.9倍（$8.8B vs $519.5M）。林德净利率更高（17.5% vs 7.2%，领先10.3%）。林德同比增速更快（5.8% vs 0.3%）。林德自由现金流更多（$1.6B vs $31.9M）。过去两年林德的营收复合增速更高（4.0% vs -1.4%）
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。
康帕斯矿产国际是一家美国上市企业，作为领先的矿产生产商，主营盐、氯化镁、硫酸钾等产品，总部位于堪萨斯州欧弗兰帕克。公司为北美和英国客户提供经过处理及未经处理的散装道路除冰盐，同时为全球种植者提供植物营养产品，还生产民用除冰、水质调节类产品以及面向民用和商业场景的相关矿产品。
LIN vs MTX — 直观对比
营收规模更大
LIN
是对方的16.9倍
$519.5M
营收增速更快
LIN
高出5.5%
0.3%
净利率更高
LIN
高出10.3%
7.2%
自由现金流更多
LIN
多$1.5B
$31.9M
两年增速更快
LIN
近两年复合增速
-1.4%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $8.8B | $519.5M |
| 净利润 | $1.5B | $37.2M |
| 毛利率 | — | 24.0% |
| 营业利润率 | 23.0% | 11.9% |
| 净利率 | 17.5% | 7.2% |
| 营收同比 | 5.8% | 0.3% |
| 净利润同比 | -11.3% | -31.1% |
| 每股收益（稀释后） | $3.28 | $1.11 |
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LINMTX
| Q4 25 | $8.8B | $519.5M | ||
| Q3 25 | $8.6B | $532.4M | ||
| Q2 25 | $8.5B | $528.9M | ||
| Q1 25 | $8.1B | $491.8M | ||
| Q4 24 | $8.3B | $518.1M | ||
| Q3 24 | $8.4B | $524.7M | ||
| Q2 24 | $8.3B | $541.2M | ||
| Q1 24 | $8.1B | $534.5M |
净利润LINMTX
| Q4 25 | $1.5B | $37.2M | ||
| Q3 25 | $1.9B | $43.0M | ||
| Q2 25 | $1.8B | $45.4M | ||
| Q1 25 | $1.7B | $-144.0M | ||
| Q4 24 | $1.7B | $54.0M | ||
| Q3 24 | $1.6B | $46.7M | ||
| Q2 24 | $1.7B | $19.7M | ||
| Q1 24 | $1.6B | $46.7M |
毛利率LINMTX
| Q4 25 | — | 24.0% | ||
| Q3 25 | — | 25.7% | ||
| Q2 25 | — | 25.9% | ||
| Q1 25 | — | 24.3% | ||
| Q4 24 | — | 25.6% | ||
| Q3 24 | — | 25.8% | ||
| Q2 24 | — | 26.6% | ||
| Q1 24 | — | 25.4% |
营业利润率LINMTX
| Q4 25 | 23.0% | 11.9% | ||
| Q3 25 | 27.5% | 13.3% | ||
| Q2 25 | 27.7% | 14.1% | ||
| Q1 25 | 26.9% | -32.6% | ||
| Q4 24 | 27.4% | 16.2% | ||
| Q3 24 | 25.0% | 14.6% | ||
| Q2 24 | 26.4% | 9.3% | ||
| Q1 24 | 25.9% | 14.1% |
净利率LINMTX
| Q4 25 | 17.5% | 7.2% | ||
| Q3 25 | 22.4% | 8.1% | ||
| Q2 25 | 20.8% | 8.6% | ||
| Q1 25 | 20.6% | -29.3% | ||
| Q4 24 | 20.8% | 10.4% | ||
| Q3 24 | 18.5% | 8.9% | ||
| Q2 24 | 20.1% | 3.6% | ||
| Q1 24 | 20.1% | 8.7% |
每股收益（稀释后）LINMTX
| Q4 25 | $3.28 | $1.11 | ||
| Q3 25 | $4.09 | $1.37 | ||
| Q2 25 | $3.73 | $1.44 | ||
| Q1 25 | $3.51 | $-4.51 | ||
| Q4 24 | $3.61 | $1.67 | ||
| Q3 24 | $3.22 | $1.45 | ||
| Q2 24 | $3.44 | $0.61 | ||
| Q1 24 | $3.35 | $1.44 |
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 | $332.6M |
| 总债务越低越好 | $20.7B | $961.3M |
| 股东权益账面价值 | $38.2B | $1.7B |
| 总资产 | $86.8B | $3.5B |
| 负债/权益比越低杠杆越低 | 0.54× | 0.56× |
8季度趋势，按日历期对齐
现金及短期投资LINMTX
| Q4 25 | $5.1B | $332.6M | ||
| Q3 25 | $4.5B | $328.3M | ||
| Q2 25 | $4.8B | $319.9M | ||
| Q1 25 | $5.3B | $312.2M | ||
| Q4 24 | $4.8B | $337.1M | ||
| Q3 24 | $5.2B | $324.5M | ||
| Q2 24 | $4.6B | $316.4M | ||
| Q1 24 | $4.8B | $320.1M |
总债务LINMTX
| Q4 25 | $20.7B | $961.3M | ||
| Q3 25 | $18.6B | $964.3M | ||
| Q2 25 | $19.7B | $965.6M | ||
| Q1 25 | $17.6B | $966.7M | ||
| Q4 24 | $15.3B | $966.1M | ||
| Q3 24 | $17.5B | $922.9M | ||
| Q2 24 | $16.9B | $922.4M | ||
| Q1 24 | $15.2B | $925.8M |
股东权益LINMTX
| Q4 25 | $38.2B | $1.7B | ||
| Q3 25 | $38.6B | $1.7B | ||
| Q2 25 | $38.5B | $1.7B | ||
| Q1 25 | $38.0B | $1.6B | ||
| Q4 24 | $38.1B | $1.7B | ||
| Q3 24 | $39.2B | $1.7B | ||
| Q2 24 | $38.2B | $1.7B | ||
| Q1 24 | $38.8B | $1.7B |
总资产LINMTX
| Q4 25 | $86.8B | $3.5B | ||
| Q3 25 | $86.0B | $3.5B | ||
| Q2 25 | $86.1B | $3.5B | ||
| Q1 25 | $82.7B | $3.4B | ||
| Q4 24 | $80.1B | $3.4B | ||
| Q3 24 | $82.5B | $3.4B | ||
| Q2 24 | $80.2B | $3.3B | ||
| Q1 24 | $80.3B | $3.3B |
负债/权益比LINMTX
| Q4 25 | 0.54× | 0.56× | ||
| Q3 25 | 0.48× | 0.58× | ||
| Q2 25 | 0.51× | 0.58× | ||
| Q1 25 | 0.46× | 0.60× | ||
| Q4 24 | 0.40× | 0.55× | ||
| Q3 24 | 0.45× | 0.54× | ||
| Q2 24 | 0.44× | 0.55× | ||
| Q1 24 | 0.39× | 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 | $3.0B | $64.3M |
| 自由现金流经营现金流 - 资本支出 | $1.6B | $31.9M |
| 自由现金流率自由现金流/营收 | 17.9% | 6.1% |
| 资本支出强度资本支出/营收 | 16.6% | 6.2% |
| 现金转化率经营现金流/净利润 | 1.98× | 1.73× |
| 过去12个月自由现金流最近4个季度 | $5.1B | $86.6M |
8季度趋势，按日历期对齐
经营现金流LINMTX
| Q4 25 | $3.0B | $64.3M | ||
| Q3 25 | $2.9B | $70.9M | ||
| Q2 25 | $2.2B | $62.9M | ||
| Q1 25 | $2.2B | $-4.4M | ||
| Q4 24 | $2.8B | $70.4M | ||
| Q3 24 | $2.7B | $60.0M | ||
| Q2 24 | $1.9B | $50.1M | ||
| Q1 24 | $2.0B | $55.9M |
自由现金流LINMTX
| Q4 25 | $1.6B | $31.9M | ||
| Q3 25 | $1.7B | $43.6M | ||
| Q2 25 | $954.0M | $33.8M | ||
| Q1 25 | $891.0M | $-22.7M | ||
| Q4 24 | $1.6B | $42.3M | ||
| Q3 24 | $1.7B | $35.3M | ||
| Q2 24 | $796.0M | $29.9M | ||
| Q1 24 | $906.0M | $39.4M |
自由现金流率LINMTX
| Q4 25 | 17.9% | 6.1% | ||
| Q3 25 | 19.4% | 8.2% | ||
| Q2 25 | 11.2% | 6.4% | ||
| Q1 25 | 11.0% | -4.6% | ||
| Q4 24 | 18.8% | 8.2% | ||
| Q3 24 | 19.9% | 6.7% | ||
| Q2 24 | 9.6% | 5.5% | ||
| Q1 24 | 11.2% | 7.4% |
资本支出强度LINMTX
| Q4 25 | 16.6% | 6.2% | ||
| Q3 25 | 14.8% | 5.1% | ||
| Q2 25 | 14.8% | 5.5% | ||
| Q1 25 | 15.7% | 3.7% | ||
| Q4 24 | 15.1% | 5.4% | ||
| Q3 24 | 12.8% | 4.7% | ||
| Q2 24 | 13.7% | 3.7% | ||
| Q1 24 | 12.9% | 3.1% |
现金转化率LINMTX
| Q4 25 | 1.98× | 1.73× | ||
| Q3 25 | 1.53× | 1.65× | ||
| Q2 25 | 1.25× | 1.39× | ||
| Q1 25 | 1.29× | — | ||
| Q4 24 | 1.63× | 1.30× | ||
| Q3 24 | 1.76× | 1.28× | ||
| Q2 24 | 1.16× | 2.54× | ||
| Q1 24 | 1.20× | 1.20× |
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% |
MTX
| High Temperature Technologies | $178.0M | 34% |
| Specialty Additives | $141.8M | 27% |
| Household And Personal Care | $132.5M | 26% |
| Environmental And Infrastructure | $67.2M | 13% |
