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林德（LIN）与帕卡（PCAR）财务数据对比。点击上方公司名可切换其他公司
帕卡的季度营收约是林德的776.8倍（$6.8B vs $8.8M），林德同比增速更快（8.2% vs -13.7%），帕卡自由现金流更多（$954.4M vs $898.0K），过去两年帕卡的营收复合增速更高（-11.7% vs -96.7%）
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。
帕卡是美国知名重型卡车制造企业，总部位于华盛顿州贝尔维尤，旗下拥有肯沃斯、彼得比尔特、DAF卡车三大核心子品牌，同时布局金融服务、工业零部件供应业务，在全球商用车领域占据重要市场地位。
LIN vs PCAR — 直观对比
营收规模更大
PCAR
是对方的776.8倍
$8.8M
营收增速更快
LIN
高出22.0%
-13.7%
自由现金流更多
PCAR
多$953.5M
$898.0K
两年增速更快
PCAR
近两年复合增速
-96.7%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $8.8M | $6.8B |
| 净利润 | — | $556.9M |
| 毛利率 | 48.5% | 19.3% |
| 营业利润率 | 27.8% | 10.3% |
| 净利率 | — | 8.2% |
| 营收同比 | 8.2% | -13.7% |
| 净利润同比 | — | -36.1% |
| 每股收益（稀释后） | $3.98 | $1.06 |
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LINPCAR
| Q1 26 | $8.8M | — | ||
| Q4 25 | $8.8B | $6.8B | ||
| Q3 25 | $8.6B | $6.7B | ||
| Q2 25 | $8.5B | $7.5B | ||
| Q1 25 | $8.1B | $7.4B | ||
| Q4 24 | $8.3B | $7.9B | ||
| Q3 24 | $8.4B | $8.2B | ||
| Q2 24 | $8.3B | $8.8B |
净利润LINPCAR
| Q1 26 | — | — | ||
| Q4 25 | $1.5B | $556.9M | ||
| Q3 25 | $1.9B | $590.0M | ||
| Q2 25 | $1.8B | $723.8M | ||
| Q1 25 | $1.7B | $505.1M | ||
| Q4 24 | $1.7B | $872.0M | ||
| Q3 24 | $1.6B | $972.1M | ||
| Q2 24 | $1.7B | $1.1B |
毛利率LINPCAR
| Q1 26 | 48.5% | — | ||
| Q4 25 | — | 19.3% | ||
| Q3 25 | — | 19.9% | ||
| Q2 25 | — | 20.2% | ||
| Q1 25 | — | 20.8% | ||
| Q4 24 | — | 21.6% | ||
| Q3 24 | — | 22.0% | ||
| Q2 24 | — | 22.8% |
营业利润率LINPCAR
| Q1 26 | 27.8% | — | ||
| Q4 25 | 23.0% | 10.3% | ||
| Q3 25 | 27.5% | 11.1% | ||
| Q2 25 | 27.7% | 12.4% | ||
| Q1 25 | 26.9% | 8.6% | ||
| Q4 24 | 27.4% | 14.5% | ||
| Q3 24 | 25.0% | 15.2% | ||
| Q2 24 | 26.4% | 16.7% |
净利率LINPCAR
| Q1 26 | — | — | ||
| Q4 25 | 17.5% | 8.2% | ||
| Q3 25 | 22.4% | 8.8% | ||
| Q2 25 | 20.8% | 9.6% | ||
| Q1 25 | 20.6% | 6.8% | ||
| Q4 24 | 20.8% | 11.0% | ||
| Q3 24 | 18.5% | 11.8% | ||
| Q2 24 | 20.1% | 12.8% |
每股收益（稀释后）LINPCAR
| Q1 26 | $3.98 | — | ||
| Q4 25 | $3.28 | $1.06 | ||
| Q3 25 | $4.09 | $1.12 | ||
| Q2 25 | $3.73 | $1.37 | ||
| Q1 25 | $3.51 | $0.96 | ||
| Q4 24 | $3.61 | $1.65 | ||
| Q3 24 | $3.22 | $1.85 | ||
| Q2 24 | $3.44 | $2.13 |
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 | $4.0M | — |
| 总债务越低越好 | $24.7M | — |
| 股东权益账面价值 | $40.1M | $19.3B |
| 总资产 | $86.3M | $44.3B |
| 负债/权益比越低杠杆越低 | 0.62× | — |
8季度趋势，按日历期对齐
现金及短期投资LINPCAR
| Q1 26 | $4.0M | — | ||
| 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LINPCAR
| Q1 26 | $24.7M | — | ||
| Q4 25 | $20.7B | — | ||
| Q3 25 | $18.6B | — | ||
| Q2 25 | $19.7B | — | ||
| Q1 25 | $17.6B | — | ||
| Q4 24 | $15.3B | — | ||
| Q3 24 | $17.5B | — | ||
| Q2 24 | $16.9B | — |
股东权益LINPCAR
| Q1 26 | $40.1M | — | ||
| Q4 25 | $38.2B | $19.3B | ||
| Q3 25 | $38.6B | $19.4B | ||
| Q2 25 | $38.5B | $18.9B | ||
| Q1 25 | $38.0B | $18.0B | ||
| Q4 24 | $38.1B | $17.5B | ||
| Q3 24 | $39.2B | $18.7B | ||
| Q2 24 | $38.2B | $17.7B |
总资产LINPCAR
| Q1 26 | $86.3M | — | ||
| Q4 25 | $86.8B | $44.3B | ||
| Q3 25 | $86.0B | $44.2B | ||
| Q2 25 | $86.1B | $44.1B | ||
| Q1 25 | $82.7B | $42.7B | ||
| Q4 24 | $80.1B | $43.4B | ||
| Q3 24 | $82.5B | $43.3B | ||
| Q2 24 | $80.2B | $41.2B |
负债/权益比LINPCAR
| Q1 26 | 0.62× | — | ||
| Q4 25 | 0.54× | — | ||
| Q3 25 | 0.48× | — | ||
| Q2 25 | 0.51× | — | ||
| Q1 25 | 0.46× | — | ||
| Q4 24 | 0.40× | — | ||
| 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 | — | $1.1B |
| 自由现金流经营现金流 - 资本支出 | $898.0K | $954.4M |
| 自由现金流率自由现金流/营收 | 10.2% | 14.0% |
| 资本支出强度资本支出/营收 | — | 2.8% |
| 现金转化率经营现金流/净利润 | — | 2.05× |
| 过去12个月自由现金流最近4个季度 | $4.2B | $3.7B |
8季度趋势，按日历期对齐
经营现金流LINPCAR
| Q1 26 | — | — | ||
| Q4 25 | $3.0B | $1.1B | ||
| Q3 25 | $2.9B | $1.5B | ||
| Q2 25 | $2.2B | $833.4M | ||
| Q1 25 | $2.2B | $910.3M | ||
| Q4 24 | $2.8B | $1.4B | ||
| Q3 24 | $2.7B | $1.3B | ||
| Q2 24 | $1.9B | $440.0M |
自由现金流LINPCAR
| Q1 26 | $898.0K | — | ||
| Q4 25 | $1.6B | $954.4M | ||
| Q3 25 | $1.7B | $1.4B | ||
| Q2 25 | $954.0M | $611.3M | ||
| Q1 25 | $891.0M | $745.2M | ||
| Q4 24 | $1.6B | $1.2B | ||
| Q3 24 | $1.7B | $1.1B | ||
| Q2 24 | $796.0M | $219.7M |
自由现金流率LINPCAR
| Q1 26 | 10.2% | — | ||
| Q4 25 | 17.9% | 14.0% | ||
| Q3 25 | 19.4% | 20.4% | ||
| Q2 25 | 11.2% | 8.1% | ||
| Q1 25 | 11.0% | 10.0% | ||
| Q4 24 | 18.8% | 15.3% | ||
| Q3 24 | 19.9% | 13.3% | ||
| Q2 24 | 9.6% | 2.5% |
资本支出强度LINPCAR
| Q1 26 | — | — | ||
| Q4 25 | 16.6% | 2.8% | ||
| Q3 25 | 14.8% | 2.5% | ||
| Q2 25 | 14.8% | 3.0% | ||
| Q1 25 | 15.7% | 2.2% | ||
| Q4 24 | 15.1% | 3.0% | ||
| Q3 24 | 12.8% | 2.4% | ||
| Q2 24 | 13.7% | 2.5% |
现金转化率LINPCAR
| Q1 26 | — | — | ||
| Q4 25 | 1.98× | 2.05× | ||
| Q3 25 | 1.53× | 2.59× | ||
| Q2 25 | 1.25× | 1.15× | ||
| Q1 25 | 1.29× | 1.80× | ||
| Q4 24 | 1.63× | 1.66× | ||
| Q3 24 | 1.76× | 1.32× | ||
| Q2 24 | 1.16× | 0.39× |
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
暂无分部数据
PCAR
| Truck Subsegment | $4.5B | 66% |
| Parts Subsegment | $1.7B | 25% |
| Other | $359.4M | 5% |
| Financial Services | $208.1M | 3% |
