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林德(LIN)与Spire Global, Inc.(SPIR)财务数据对比。点击上方公司名可切换其他公司
Spire Global, Inc.的季度营收约是林德的1.8倍($15.8M vs $8.8M),林德同比增速更快(8.2% vs -26.9%),林德自由现金流更多($898.0K vs $-16.2M),过去两年Spire Global, Inc.的营收复合增速更高(-32.6% 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。
Spire Global, Inc.是一家天基云数据与分析服务企业,核心业务依托由大量纳米卫星组成的卫星星座,提供覆盖全球的多领域数据集追踪服务,具体包含船舶航运追踪、航空航行监控以及气象模式观测等相关业务,服务覆盖全球范围。
LIN vs SPIR — 直观对比
营收规模更大
SPIR
是对方的1.8倍
$8.8M
营收增速更快
LIN
高出35.2%
-26.9%
自由现金流更多
LIN
多$17.1M
$-16.2M
两年增速更快
SPIR
近两年复合增速
-96.7%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $8.8M | $15.8M |
| 净利润 | — | $-28.0M |
| 毛利率 | 48.5% | 40.2% |
| 营业利润率 | 27.8% | -164.1% |
| 净利率 | — | -176.6% |
| 营收同比 | 8.2% | -26.9% |
| 净利润同比 | — | 42.7% |
| 每股收益(稀释后) | $3.98 | $-0.85 |
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
SPIR
| Q1 26 | $8.8M | — | ||
| Q4 25 | $8.8B | $15.8M | ||
| Q3 25 | $8.6B | $12.7M | ||
| Q2 25 | $8.5B | $19.2M | ||
| Q1 25 | $8.1B | $23.9M | ||
| Q4 24 | $8.3B | $21.7M | ||
| Q3 24 | $8.4B | $28.6M | ||
| Q2 24 | $8.3B | $25.4M |
净利润
LIN
SPIR
| Q1 26 | — | — | ||
| Q4 25 | $1.5B | $-28.0M | ||
| Q3 25 | $1.9B | $-19.7M | ||
| Q2 25 | $1.8B | $119.6M | ||
| Q1 25 | $1.7B | $-20.7M | ||
| Q4 24 | $1.7B | $-48.8M | ||
| Q3 24 | $1.6B | $-12.5M | ||
| Q2 24 | $1.7B | $-16.6M |
毛利率
LIN
SPIR
| Q1 26 | 48.5% | — | ||
| Q4 25 | — | 40.2% | ||
| Q3 25 | — | 36.6% | ||
| Q2 25 | — | 48.9% | ||
| Q1 25 | — | 36.8% | ||
| Q4 24 | — | 32.4% | ||
| Q3 24 | — | 44.5% | ||
| Q2 24 | — | 43.0% |
营业利润率
LIN
SPIR
| Q1 26 | 27.8% | — | ||
| Q4 25 | 23.0% | -164.1% | ||
| Q3 25 | 27.5% | -166.1% | ||
| Q2 25 | 27.7% | -122.7% | ||
| Q1 25 | 26.9% | -106.5% | ||
| Q4 24 | 27.4% | -144.1% | ||
| Q3 24 | 25.0% | -48.0% | ||
| Q2 24 | 26.4% | -48.6% |
净利率
LIN
SPIR
| Q1 26 | — | — | ||
| Q4 25 | 17.5% | -176.6% | ||
| Q3 25 | 22.4% | -155.3% | ||
| Q2 25 | 20.8% | 623.4% | ||
| Q1 25 | 20.6% | -86.5% | ||
| Q4 24 | 20.8% | -225.2% | ||
| Q3 24 | 18.5% | -43.7% | ||
| Q2 24 | 20.1% | -65.2% |
每股收益(稀释后)
LIN
SPIR
| Q1 26 | $3.98 | — | ||
| Q4 25 | $3.28 | $-0.85 | ||
| Q3 25 | $4.09 | $-0.61 | ||
| Q2 25 | $3.73 | $3.72 | ||
| Q1 25 | $3.51 | $-0.77 | ||
| Q4 24 | $3.61 | $-1.93 | ||
| Q3 24 | $3.22 | $-0.50 | ||
| Q2 24 | $3.44 | $-0.68 |
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 | $81.8M |
| 总债务越低越好 | $24.7M | — |
| 股东权益账面价值 | $40.1M | $112.9M |
| 总资产 | $86.3M | $211.0M |
| 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
SPIR
| Q1 26 | $4.0M | — | ||
| Q4 25 | $5.1B | $81.8M | ||
| Q3 25 | $4.5B | $96.8M | ||
| Q2 25 | $4.8B | $117.6M | ||
| Q1 25 | $5.3B | $35.9M | ||
| Q4 24 | $4.8B | $19.2M | ||
| Q3 24 | $5.2B | $36.6M | ||
| Q2 24 | $4.6B | $45.8M |
总债务
LIN
SPIR
| Q1 26 | $24.7M | — | ||
| Q4 25 | $20.7B | — | ||
| Q3 25 | $18.6B | — | ||
| Q2 25 | $19.7B | — | ||
| Q1 25 | $17.6B | $103.7M | ||
| Q4 24 | $15.3B | $103.1M | ||
| Q3 24 | $17.5B | $4.9M | ||
| Q2 24 | $16.9B | $4.9M |
股东权益
LIN
SPIR
| Q1 26 | $40.1M | — | ||
| Q4 25 | $38.2B | $112.9M | ||
| Q3 25 | $38.6B | $133.1M | ||
| Q2 25 | $38.5B | $149.2M | ||
| Q1 25 | $38.0B | $3.7M | ||
| Q4 24 | $38.1B | $-11.7M | ||
| Q3 24 | $39.2B | $30.8M | ||
| Q2 24 | $38.2B | $40.3M |
总资产
LIN
SPIR
| Q1 26 | $86.3M | — | ||
| Q4 25 | $86.8B | $211.0M | ||
| Q3 25 | $86.0B | $224.3M | ||
| Q2 25 | $86.1B | $239.5M | ||
| Q1 25 | $82.7B | $208.8M | ||
| Q4 24 | $80.1B | $193.6M | ||
| Q3 24 | $82.5B | $224.2M | ||
| Q2 24 | $80.2B | $230.8M |
负债/权益比
LIN
SPIR
| Q1 26 | 0.62× | — | ||
| Q4 25 | 0.54× | — | ||
| Q3 25 | 0.48× | — | ||
| Q2 25 | 0.51× | — | ||
| Q1 25 | 0.46× | 27.92× | ||
| Q4 24 | 0.40× | — | ||
| Q3 24 | 0.45× | 0.16× | ||
| Q2 24 | 0.44× | 0.12× |
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 | — | $-4.3M |
| 自由现金流经营现金流 - 资本支出 | $898.0K | $-16.2M |
| 自由现金流率自由现金流/营收 | 10.2% | -102.1% |
| 资本支出强度资本支出/营收 | — | 75.1% |
| 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 | $-92.6M |
8季度趋势,按日历期对齐
经营现金流
LIN
SPIR
| Q1 26 | — | — | ||
| Q4 25 | $3.0B | $-4.3M | ||
| Q3 25 | $2.9B | $-12.0M | ||
| Q2 25 | $2.2B | $-35.1M | ||
| Q1 25 | $2.2B | $-8.4M | ||
| Q4 24 | $2.8B | $-19.2M | ||
| Q3 24 | $2.7B | $14.0M | ||
| Q2 24 | $1.9B | $-4.4M |
自由现金流
LIN
SPIR
| Q1 26 | $898.0K | — | ||
| Q4 25 | $1.6B | $-16.2M | ||
| Q3 25 | $1.7B | $-20.4M | ||
| Q2 25 | $954.0M | $-38.7M | ||
| Q1 25 | $891.0M | $-17.3M | ||
| Q4 24 | $1.6B | $-24.3M | ||
| Q3 24 | $1.7B | $5.1M | ||
| Q2 24 | $796.0M | $-9.9M |
自由现金流率
LIN
SPIR
| Q1 26 | 10.2% | — | ||
| Q4 25 | 17.9% | -102.1% | ||
| Q3 25 | 19.4% | -161.3% | ||
| Q2 25 | 11.2% | -201.7% | ||
| Q1 25 | 11.0% | -72.6% | ||
| Q4 24 | 18.8% | -112.2% | ||
| Q3 24 | 19.9% | 17.8% | ||
| Q2 24 | 9.6% | -39.0% |
资本支出强度
LIN
SPIR
| Q1 26 | — | — | ||
| Q4 25 | 16.6% | 75.1% | ||
| Q3 25 | 14.8% | 66.2% | ||
| Q2 25 | 14.8% | 18.8% | ||
| Q1 25 | 15.7% | 37.3% | ||
| Q4 24 | 15.1% | 23.5% | ||
| Q3 24 | 12.8% | 31.2% | ||
| Q2 24 | 13.7% | 21.8% |
现金转化率
LIN
SPIR
| Q1 26 | — | — | ||
| Q4 25 | 1.98× | — | ||
| Q3 25 | 1.53× | — | ||
| Q2 25 | 1.25× | -0.29× | ||
| Q1 25 | 1.29× | — | ||
| 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