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林德(LIN)与Southern Company(SO)财务数据对比。点击上方公司名可切换其他公司
Southern Company的季度营收约是林德的956.3倍($8.4B vs $8.8M),林德同比增速更快(8.2% vs 8.0%),过去两年Southern Company的营收复合增速更高(14.0% 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。
Southern Company是美国燃气电力公用事业控股企业,总部位于佐治亚州亚特兰大,在阿拉巴马州伯明翰设有行政办公室。截至2021年按用户规模计为美国第二大公用事业公司,旗下子公司覆盖6个州,为900万燃气及电力用户提供服务,供电区域达12万平方英里。
LIN vs SO — 直观对比
营收规模更大
SO
是对方的956.3倍
$8.8M
营收增速更快
LIN
高出0.2%
8.0%
两年增速更快
SO
近两年复合增速
-96.7%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $8.8M | $8.4B |
| 净利润 | — | $1.3B |
| 毛利率 | 48.5% | — |
| 营业利润率 | 27.8% | 24.0% |
| 净利率 | — | 15.9% |
| 营收同比 | 8.2% | 8.0% |
| 净利润同比 | — | 5.4% |
| 每股收益(稀释后) | $3.98 | — |
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
SO
| Q1 26 | $8.8M | $8.4B | ||
| Q4 25 | $8.8B | $7.0B | ||
| Q3 25 | $8.6B | $7.8B | ||
| Q2 25 | $8.5B | $7.0B | ||
| Q1 25 | $8.1B | $7.8B | ||
| Q4 24 | $8.3B | $6.3B | ||
| Q3 24 | $8.4B | $7.3B | ||
| Q2 24 | $8.3B | $6.5B |
净利润
LIN
SO
| Q1 26 | — | $1.3B | ||
| Q4 25 | $1.5B | $341.0M | ||
| Q3 25 | $1.9B | $1.7B | ||
| Q2 25 | $1.8B | $880.0M | ||
| Q1 25 | $1.7B | $1.3B | ||
| Q4 24 | $1.7B | $466.0M | ||
| Q3 24 | $1.6B | $1.5B | ||
| Q2 24 | $1.7B | $1.2B |
毛利率
LIN
SO
| Q1 26 | 48.5% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
营业利润率
LIN
SO
| Q1 26 | 27.8% | 24.0% | ||
| Q4 25 | 23.0% | 13.1% | ||
| Q3 25 | 27.5% | 33.2% | ||
| Q2 25 | 27.7% | 25.3% | ||
| Q1 25 | 26.9% | 25.9% | ||
| Q4 24 | 27.4% | 16.7% | ||
| Q3 24 | 25.0% | 32.6% | ||
| Q2 24 | 26.4% | 30.0% |
净利率
LIN
SO
| Q1 26 | — | 15.9% | ||
| Q4 25 | 17.5% | 4.9% | ||
| Q3 25 | 22.4% | 21.9% | ||
| Q2 25 | 20.8% | 12.6% | ||
| Q1 25 | 20.6% | 16.3% | ||
| Q4 24 | 20.8% | 7.3% | ||
| Q3 24 | 18.5% | 21.1% | ||
| Q2 24 | 20.1% | 18.6% |
每股收益(稀释后)
LIN
SO
| Q1 26 | $3.98 | — | ||
| Q4 25 | $3.28 | $0.38 | ||
| Q3 25 | $4.09 | $1.54 | ||
| Q2 25 | $3.73 | $0.79 | ||
| Q1 25 | $3.51 | $1.21 | ||
| Q4 24 | $3.61 | $0.48 | ||
| Q3 24 | $3.22 | $1.39 | ||
| Q2 24 | $3.44 | $1.09 |
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 | $4.0M | — |
| 总债务越低越好 | $24.7M | — |
| 股东权益账面价值 | $40.1M | — |
| 总资产 | $86.3M | — |
| 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
LIN
SO
| Q1 26 | $4.0M | — | ||
| Q4 25 | $5.1B | $1.6B | ||
| Q3 25 | $4.5B | $3.3B | ||
| Q2 25 | $4.8B | $1.3B | ||
| Q1 25 | $5.3B | $2.3B | ||
| Q4 24 | $4.8B | $1.1B | ||
| Q3 24 | $5.2B | $1.0B | ||
| Q2 24 | $4.6B | $1.2B |
总债务
LIN
SO
| Q1 26 | $24.7M | — | ||
| Q4 25 | $20.7B | $65.6B | ||
| Q3 25 | $18.6B | $64.6B | ||
| Q2 25 | $19.7B | $63.0B | ||
| Q1 25 | $17.6B | $62.9B | ||
| Q4 24 | $15.3B | $58.8B | ||
| Q3 24 | $17.5B | $61.3B | ||
| Q2 24 | $16.9B | $59.9B |
股东权益
LIN
SO
| Q1 26 | $40.1M | — | ||
| Q4 25 | $38.2B | $36.0B | ||
| Q3 25 | $38.6B | $38.3B | ||
| Q2 25 | $38.5B | $37.3B | ||
| Q1 25 | $38.0B | $37.2B | ||
| Q4 24 | $38.1B | $33.2B | ||
| Q3 24 | $39.2B | $36.9B | ||
| Q2 24 | $38.2B | $36.1B |
总资产
LIN
SO
| Q1 26 | $86.3M | — | ||
| Q4 25 | $86.8B | $155.7B | ||
| Q3 25 | $86.0B | $153.2B | ||
| Q2 25 | $86.1B | $148.9B | ||
| Q1 25 | $82.7B | $148.1B | ||
| Q4 24 | $80.1B | $145.2B | ||
| Q3 24 | $82.5B | $144.0B | ||
| Q2 24 | $80.2B | $141.9B |
负债/权益比
LIN
SO
| Q1 26 | 0.62× | — | ||
| Q4 25 | 0.54× | 1.82× | ||
| Q3 25 | 0.48× | 1.69× | ||
| Q2 25 | 0.51× | 1.69× | ||
| Q1 25 | 0.46× | 1.69× | ||
| Q4 24 | 0.40× | 1.77× | ||
| Q3 24 | 0.45× | 1.66× | ||
| Q2 24 | 0.44× | 1.66× |
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 | — | — |
| 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 | 10.2% | — |
| 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 | — | — |
| 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
LIN
SO
| Q1 26 | — | — | ||
| Q4 25 | $3.0B | $2.6B | ||
| Q3 25 | $2.9B | $3.8B | ||
| Q2 25 | $2.2B | $2.2B | ||
| Q1 25 | $2.2B | $1.3B | ||
| Q4 24 | $2.8B | $2.2B | ||
| Q3 24 | $2.7B | $3.6B | ||
| Q2 24 | $1.9B | $2.7B |
自由现金流
LIN
SO
| Q1 26 | $898.0K | — | ||
| Q4 25 | $1.6B | $-1.7B | ||
| Q3 25 | $1.7B | $559.0M | ||
| Q2 25 | $954.0M | $-619.0M | ||
| Q1 25 | $891.0M | $-1.2B | ||
| Q4 24 | $1.6B | $-576.0M | ||
| Q3 24 | $1.7B | $1.3B | ||
| Q2 24 | $796.0M | $563.0M |
自由现金流率
LIN
SO
| Q1 26 | 10.2% | — | ||
| Q4 25 | 17.9% | -24.2% | ||
| Q3 25 | 19.4% | 7.1% | ||
| Q2 25 | 11.2% | -8.9% | ||
| Q1 25 | 11.0% | -15.3% | ||
| Q4 24 | 18.8% | -9.1% | ||
| Q3 24 | 19.9% | 17.9% | ||
| Q2 24 | 9.6% | 8.7% |
资本支出强度
LIN
SO
| Q1 26 | — | — | ||
| Q4 25 | 16.6% | 61.4% | ||
| Q3 25 | 14.8% | 41.1% | ||
| Q2 25 | 14.8% | 40.2% | ||
| Q1 25 | 15.7% | 31.3% | ||
| Q4 24 | 15.1% | 43.4% | ||
| Q3 24 | 12.8% | 31.8% | ||
| Q2 24 | 13.7% | 32.9% |
现金转化率
LIN
SO
| Q1 26 | — | — | ||
| Q4 25 | 1.98× | 7.62× | ||
| Q3 25 | 1.53× | 2.21× | ||
| Q2 25 | 1.25× | 2.48× | ||
| Q1 25 | 1.29× | 0.98× | ||
| Q4 24 | 1.63× | 4.66× | ||
| Q3 24 | 1.76× | 2.36× | ||
| Q2 24 | 1.16× | 2.23× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图