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林德（LIN）与宏盟集团（OMC）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宏盟集团的1.4倍（$8.8B vs $6.2B），林德净利率更高（17.5% vs 6.7%，领先10.8%），林德同比增速更快（5.8% vs -16.2%），过去两年宏盟集团的营收复合增速更高（27.3% 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。
宏盟集团（Omnicom Group）是总部位于美国纽约的全球性传媒、营销及企业传播控股集团，旗下拥有多家行业领先的广告、公关、媒介服务子品牌，为全球各行业客户提供专业整合营销传播解决方案，在全球营销服务领域占据领先市场地位。
LIN vs OMC — 直观对比
营收规模更大
LIN
是对方的1.4倍
$6.2B
营收增速更快
LIN
高出22.0%
-16.2%
净利率更高
LIN
高出10.8%
6.7%
两年增速更快
OMC
近两年复合增速
4.0%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $8.8B | $6.2B |
| 净利润 | $1.5B | $418.7M |
| 毛利率 | — | — |
| 营业利润率 | 23.0% | 10.4% |
| 净利率 | 17.5% | 6.7% |
| 营收同比 | 5.8% | -16.2% |
| 净利润同比 | -11.3% | 38.0% |
| 每股收益（稀释后） | $3.28 | $1.35 |
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LINOMC
| Q1 26 | — | $6.2B | ||
| Q4 25 | $8.8B | $5.5B | ||
| Q3 25 | $8.6B | $4.0B | ||
| Q2 25 | $8.5B | $4.0B | ||
| Q1 25 | $8.1B | $3.7B | ||
| Q4 24 | $8.3B | $4.3B | ||
| Q3 24 | $8.4B | $3.9B | ||
| Q2 24 | $8.3B | $3.9B |
净利润LINOMC
| Q1 26 | — | $418.7M | ||
| Q4 25 | $1.5B | $-941.1M | ||
| Q3 25 | $1.9B | $341.3M | ||
| Q2 25 | $1.8B | $257.6M | ||
| Q1 25 | $1.7B | $287.7M | ||
| Q4 24 | $1.7B | $448.0M | ||
| Q3 24 | $1.6B | $385.9M | ||
| Q2 24 | $1.7B | $328.1M |
毛利率LINOMC
| Q1 26 | — | — | ||
| Q4 25 | — | -10.6% | ||
| Q3 25 | — | 18.7% | ||
| Q2 25 | — | 16.6% | ||
| Q1 25 | — | 17.1% | ||
| Q4 24 | — | 19.8% | ||
| Q3 24 | — | 19.6% | ||
| Q2 24 | — | 17.7% |
营业利润率LINOMC
| Q1 26 | — | 10.4% | ||
| Q4 25 | 23.0% | -17.7% | ||
| Q3 25 | 27.5% | 13.1% | ||
| Q2 25 | 27.7% | 10.9% | ||
| Q1 25 | 26.9% | 12.3% | ||
| Q4 24 | 27.4% | 15.9% | ||
| Q3 24 | 25.0% | 15.5% | ||
| Q2 24 | 26.4% | 13.2% |
净利率LINOMC
| Q1 26 | — | 6.7% | ||
| Q4 25 | 17.5% | -17.0% | ||
| Q3 25 | 22.4% | 8.5% | ||
| Q2 25 | 20.8% | 6.4% | ||
| Q1 25 | 20.6% | 7.8% | ||
| Q4 24 | 20.8% | 10.4% | ||
| Q3 24 | 18.5% | 9.9% | ||
| Q2 24 | 20.1% | 8.5% |
每股收益（稀释后）LINOMC
| Q1 26 | — | $1.35 | ||
| Q4 25 | $3.28 | $-4.78 | ||
| Q3 25 | $4.09 | $1.75 | ||
| Q2 25 | $3.73 | $1.31 | ||
| Q1 25 | $3.51 | $1.45 | ||
| Q4 24 | $3.61 | $2.27 | ||
| Q3 24 | $3.22 | $1.95 | ||
| Q2 24 | $3.44 | $1.65 |
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 | — |
| 总债务越低越好 | $20.7B | — |
| 股东权益账面价值 | $38.2B | — |
| 总资产 | $86.8B | — |
| 负债/权益比越低杠杆越低 | 0.54× | — |
8季度趋势，按日历期对齐
现金及短期投资LINOMC
| Q1 26 | — | — | ||
| Q4 25 | $5.1B | — | ||
| Q3 25 | $4.5B | — | ||
| Q2 25 | $4.8B | — | ||
| Q1 25 | $5.3B | — | ||
| Q4 24 | $4.8B | — | ||
| Q3 24 | $5.2B | — | ||
| Q2 24 | $4.6B | — |
总债务LINOMC
| Q1 26 | — | — | ||
| Q4 25 | $20.7B | $9.3B | ||
| Q3 25 | $18.6B | — | ||
| Q2 25 | $19.7B | — | ||
| Q1 25 | $17.6B | — | ||
| Q4 24 | $15.3B | $6.1B | ||
| Q3 24 | $17.5B | — | ||
| Q2 24 | $16.9B | — |
股东权益LINOMC
| Q1 26 | — | — | ||
| Q4 25 | $38.2B | $12.0B | ||
| Q3 25 | $38.6B | $4.6B | ||
| Q2 25 | $38.5B | $4.5B | ||
| Q1 25 | $38.0B | $4.4B | ||
| Q4 24 | $38.1B | $4.2B | ||
| Q3 24 | $39.2B | $4.0B | ||
| Q2 24 | $38.2B | $3.6B |
总资产LINOMC
| Q1 26 | — | — | ||
| Q4 25 | $86.8B | $54.4B | ||
| Q3 25 | $86.0B | $28.8B | ||
| Q2 25 | $86.1B | $28.8B | ||
| Q1 25 | $82.7B | $28.1B | ||
| Q4 24 | $80.1B | $29.6B | ||
| Q3 24 | $82.5B | $28.8B | ||
| Q2 24 | $80.2B | $27.3B |
负债/权益比LINOMC
| Q1 26 | — | — | ||
| Q4 25 | 0.54× | 0.77× | ||
| Q3 25 | 0.48× | — | ||
| Q2 25 | 0.51× | — | ||
| Q1 25 | 0.46× | — | ||
| Q4 24 | 0.40× | 1.45× | ||
| Q3 24 | 0.45× | — | ||
| Q2 24 | 0.44× | — |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $1.6B | — |
| 自由现金流率自由现金流/营收 | 17.9% | — |
| 资本支出强度资本支出/营收 | 16.6% | — |
| 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 | — |
8季度趋势，按日历期对齐
经营现金流LINOMC
| Q1 26 | — | — | ||
| Q4 25 | $3.0B | $3.0B | ||
| Q3 25 | $2.9B | $477.5M | ||
| Q2 25 | $2.2B | $210.1M | ||
| Q1 25 | $2.2B | $-786.8M | ||
| Q4 24 | $2.8B | $1.9B | ||
| Q3 24 | $2.7B | $568.7M | ||
| Q2 24 | $1.9B | $-141.7M |
自由现金流LINOMC
| Q1 26 | — | — | ||
| Q4 25 | $1.6B | $3.0B | ||
| Q3 25 | $1.7B | $438.4M | ||
| Q2 25 | $954.0M | $168.0M | ||
| Q1 25 | $891.0M | $-816.3M | ||
| Q4 24 | $1.6B | $1.9B | ||
| Q3 24 | $1.7B | $537.4M | ||
| Q2 24 | $796.0M | $-180.9M |
自由现金流率LINOMC
| Q1 26 | — | — | ||
| Q4 25 | 17.9% | 54.2% | ||
| Q3 25 | 19.4% | 10.9% | ||
| Q2 25 | 11.2% | 4.2% | ||
| Q1 25 | 11.0% | -22.1% | ||
| Q4 24 | 18.8% | 43.5% | ||
| Q3 24 | 19.9% | 13.8% | ||
| Q2 24 | 9.6% | -4.7% |
资本支出强度LINOMC
| Q1 26 | — | — | ||
| Q4 25 | 16.6% | 0.7% | ||
| Q3 25 | 14.8% | 1.0% | ||
| Q2 25 | 14.8% | 1.0% | ||
| Q1 25 | 15.7% | 0.8% | ||
| Q4 24 | 15.1% | 1.1% | ||
| Q3 24 | 12.8% | 0.8% | ||
| Q2 24 | 13.7% | 1.0% |
现金转化率LINOMC
| Q1 26 | — | — | ||
| Q4 25 | 1.98× | — | ||
| Q3 25 | 1.53× | 1.40× | ||
| Q2 25 | 1.25× | 0.82× | ||
| Q1 25 | 1.29× | -2.73× | ||
| Q4 24 | 1.63× | 4.30× | ||
| Q3 24 | 1.76× | 1.47× | ||
| Q2 24 | 1.16× | -0.43× |
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% |
OMC
暂无分部数据
