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林德（LIN）与Sachem Capital Corp.（SACH）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Sachem Capital Corp.的731.8倍（$8.8B vs $12.0M），林德同比增速更快（8.2% vs -18.8%），过去两年林德的营收复合增速更高（3.1% vs -13.4%）
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。
Sachem Head Capital Management是一家总部位于美国纽约市的价值型投资管理公司，由斯科特·弗格森负责运营管理，专注于遵循价值投资理念开展投资管理业务。
LIN vs SACH — 直观对比
营收规模更大
LIN
是对方的731.8倍
$12.0M
营收增速更快
LIN
高出27.1%
-18.8%
两年增速更快
LIN
近两年复合增速
-13.4%
损益表 — Q1 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $8.8B | $12.0M |
| 净利润 | — | $997.0K |
| 毛利率 | 48.5% | — |
| 营业利润率 | 27.8% | -3.1% |
| 净利率 | — | 8.3% |
| 营收同比 | 8.2% | -18.8% |
| 净利润同比 | — | 119.7% |
| 每股收益（稀释后） | $3.98 | $0.00 |
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LINSACH
| Q1 26 | $8.8B | — | ||
| Q4 25 | $8.8B | — | ||
| Q3 25 | $8.6B | $12.0M | ||
| Q2 25 | $8.5B | $10.8M | ||
| Q1 25 | $8.1B | $11.4M | ||
| Q4 24 | $8.3B | $10.8M | ||
| Q3 24 | $8.4B | $14.8M | ||
| Q2 24 | $8.3B | $15.1M |
净利润LINSACH
| Q1 26 | — | — | ||
| Q4 25 | $1.5B | — | ||
| Q3 25 | $1.9B | $997.0K | ||
| Q2 25 | $1.8B | $1.9M | ||
| Q1 25 | $1.7B | $904.0K | ||
| Q4 24 | $1.7B | $-36.1M | ||
| Q3 24 | $1.6B | $-5.1M | ||
| Q2 24 | $1.7B | $-3.1M |
毛利率LINSACH
| Q1 26 | 48.5% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
营业利润率LINSACH
| Q1 26 | 27.8% | — | ||
| Q4 25 | 23.0% | — | ||
| Q3 25 | 27.5% | -3.1% | ||
| Q2 25 | 27.7% | 9.9% | ||
| Q1 25 | 26.9% | 9.0% | ||
| Q4 24 | 27.4% | -131.1% | ||
| Q3 24 | 25.0% | -32.6% | ||
| Q2 24 | 26.4% | -20.6% |
净利率LINSACH
| Q1 26 | — | — | ||
| Q4 25 | 17.5% | — | ||
| Q3 25 | 22.4% | 8.3% | ||
| Q2 25 | 20.8% | 17.5% | ||
| Q1 25 | 20.6% | 7.9% | ||
| Q4 24 | 20.8% | -335.6% | ||
| Q3 24 | 18.5% | -34.2% | ||
| Q2 24 | 20.1% | -20.2% |
每股收益（稀释后）LINSACH
| Q1 26 | $3.98 | — | ||
| Q4 25 | $3.28 | — | ||
| Q3 25 | $4.09 | $0.00 | ||
| Q2 25 | $3.73 | $0.02 | ||
| Q1 25 | $3.51 | $0.00 | ||
| Q4 24 | $3.61 | $-0.79 | ||
| Q3 24 | $3.22 | $-0.13 | ||
| Q2 24 | $3.44 | $-0.09 |
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 | $4.0B | $12.6M |
| 总债务越低越好 | $24.7B | — |
| 股东权益账面价值 | $40.1B | $175.6M |
| 总资产 | $86.3B | $484.4M |
| 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LINSACH
| Q1 26 | $4.0B | — | ||
| Q4 25 | $5.1B | — | ||
| Q3 25 | $4.5B | $12.6M | ||
| Q2 25 | $4.8B | $23.5M | ||
| Q1 25 | $5.3B | $25.8M | ||
| Q4 24 | $4.8B | $19.6M | ||
| Q3 24 | $5.2B | $7.4M | ||
| Q2 24 | $4.6B | $12.4M |
总债务LINSACH
| Q1 26 | $24.7B | — | ||
| Q4 25 | $20.7B | — | ||
| Q3 25 | $18.6B | — | ||
| Q2 25 | $19.7B | — | ||
| Q1 25 | $17.6B | $230.2M | ||
| Q4 24 | $15.3B | $230.2M | ||
| Q3 24 | $17.5B | $264.7M | ||
| Q2 24 | $16.9B | $264.7M |
股东权益LINSACH
| Q1 26 | $40.1B | — | ||
| Q4 25 | $38.2B | — | ||
| Q3 25 | $38.6B | $175.6M | ||
| Q2 25 | $38.5B | $177.9M | ||
| Q1 25 | $38.0B | $179.3M | ||
| Q4 24 | $38.1B | $181.7M | ||
| Q3 24 | $39.2B | $220.6M | ||
| Q2 24 | $38.2B | $230.2M |
总资产LINSACH
| Q1 26 | $86.3B | — | ||
| Q4 25 | $86.8B | — | ||
| Q3 25 | $86.0B | $484.4M | ||
| Q2 25 | $86.1B | $501.8M | ||
| Q1 25 | $82.7B | $491.4M | ||
| Q4 24 | $80.1B | $492.0M | ||
| Q3 24 | $82.5B | $555.5M | ||
| Q2 24 | $80.2B | $586.3M |
负债/权益比LINSACH
| Q1 26 | 0.62× | — | ||
| Q4 25 | 0.54× | — | ||
| Q3 25 | 0.48× | — | ||
| Q2 25 | 0.51× | — | ||
| Q1 25 | 0.46× | 1.28× | ||
| Q4 24 | 0.40× | 1.27× | ||
| Q3 24 | 0.45× | 1.20× | ||
| Q2 24 | 0.44× | 1.15× |
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 | — | $4.9M |
| 自由现金流经营现金流 - 资本支出 | $898.0K | — |
| 自由现金流率自由现金流/营收 | 0.0% | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | — | 4.95× |
| 过去12个月自由现金流最近4个季度 | $4.2B | — |
8季度趋势，按日历期对齐
经营现金流LINSACH
| Q1 26 | — | — | ||
| Q4 25 | $3.0B | — | ||
| Q3 25 | $2.9B | $4.9M | ||
| Q2 25 | $2.2B | $501.0K | ||
| Q1 25 | $2.2B | $191.0K | ||
| Q4 24 | $2.8B | $12.9M | ||
| Q3 24 | $2.7B | $2.3M | ||
| Q2 24 | $1.9B | $7.0M |
自由现金流LINSACH
| Q1 26 | $898.0K | — | ||
| Q4 25 | $1.6B | — | ||
| Q3 25 | $1.7B | — | ||
| Q2 25 | $954.0M | — | ||
| Q1 25 | $891.0M | — | ||
| Q4 24 | $1.6B | — | ||
| Q3 24 | $1.7B | — | ||
| Q2 24 | $796.0M | — |
自由现金流率LINSACH
| Q1 26 | 0.0% | — | ||
| Q4 25 | 17.9% | — | ||
| Q3 25 | 19.4% | — | ||
| Q2 25 | 11.2% | — | ||
| Q1 25 | 11.0% | — | ||
| Q4 24 | 18.8% | — | ||
| Q3 24 | 19.9% | — | ||
| Q2 24 | 9.6% | — |
资本支出强度LINSACH
| Q1 26 | — | — | ||
| Q4 25 | 16.6% | — | ||
| Q3 25 | 14.8% | — | ||
| Q2 25 | 14.8% | — | ||
| Q1 25 | 15.7% | — | ||
| Q4 24 | 15.1% | — | ||
| Q3 24 | 12.8% | — | ||
| Q2 24 | 13.7% | — |
现金转化率LINSACH
| Q1 26 | — | — | ||
| Q4 25 | 1.98× | — | ||
| Q3 25 | 1.53× | 4.95× | ||
| Q2 25 | 1.25× | 0.27× | ||
| Q1 25 | 1.29× | 0.21× | ||
| Q4 24 | 1.63× | — | ||
| Q3 24 | 1.76× | — | ||
| Q2 24 | 1.16× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
