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林德(LIN)与Synchrony Financial(SYF)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Synchrony Financial的1.8倍($8.8B vs $4.8B),林德净利率更高(17.5% vs 15.8%,领先1.7%),林德同比增速更快(5.8% vs 3.7%),过去两年林德的营收复合增速更高(4.0% 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。
Synchrony Financial是总部位于美国康涅狄格州斯坦福德的消费金融服务企业,通过旗下全资网络银行子公司Synchrony Bank开展业务,面向各行业商户及个人消费者提供消费信贷、优惠融资、忠诚度计划、分期贷款等多元金融产品服务。
LIN vs SYF — 直观对比
营收规模更大
LIN
是对方的1.8倍
$4.8B
营收增速更快
LIN
高出2.1%
3.7%
净利率更高
LIN
高出1.7%
15.8%
两年增速更快
LIN
近两年复合增速
4.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $8.8B | $4.8B |
| 净利润 | $1.5B | $751.0M |
| 毛利率 | — | — |
| 营业利润率 | 23.0% | 20.0% |
| 净利率 | 17.5% | 15.8% |
| 营收同比 | 5.8% | 3.7% |
| 净利润同比 | -11.3% | -3.0% |
| 每股收益(稀释后) | $3.28 | $2.03 |
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
SYF
| Q4 25 | $8.8B | $4.8B | ||
| Q3 25 | $8.6B | $4.7B | ||
| Q2 25 | $8.5B | $4.5B | ||
| Q1 25 | $8.1B | $4.5B | ||
| Q4 24 | $8.3B | $4.6B | ||
| Q3 24 | $8.4B | $4.6B | ||
| Q2 24 | $8.3B | $4.4B | ||
| Q1 24 | $8.1B | $4.4B |
净利润
LIN
SYF
| Q4 25 | $1.5B | $751.0M | ||
| Q3 25 | $1.9B | $1.1B | ||
| Q2 25 | $1.8B | $967.0M | ||
| Q1 25 | $1.7B | $757.0M | ||
| Q4 24 | $1.7B | $774.0M | ||
| Q3 24 | $1.6B | $789.0M | ||
| Q2 24 | $1.7B | $643.0M | ||
| Q1 24 | $1.6B | $1.3B |
营业利润率
LIN
SYF
| Q4 25 | 23.0% | 20.0% | ||
| Q3 25 | 27.5% | 30.3% | ||
| Q2 25 | 27.7% | 27.8% | ||
| Q1 25 | 26.9% | 22.0% | ||
| Q4 24 | 27.4% | 21.2% | ||
| Q3 24 | 25.0% | 22.3% | ||
| Q2 24 | 26.4% | 19.2% | ||
| Q1 24 | 25.9% | 38.8% |
净利率
LIN
SYF
| Q4 25 | 17.5% | 15.8% | ||
| Q3 25 | 22.4% | 22.8% | ||
| Q2 25 | 20.8% | 21.4% | ||
| Q1 25 | 20.6% | 17.0% | ||
| Q4 24 | 20.8% | 16.9% | ||
| Q3 24 | 18.5% | 17.1% | ||
| Q2 24 | 20.1% | 14.6% | ||
| Q1 24 | 20.1% | 29.4% |
每股收益(稀释后)
LIN
SYF
| Q4 25 | $3.28 | $2.03 | ||
| Q3 25 | $4.09 | $2.86 | ||
| Q2 25 | $3.73 | $2.50 | ||
| Q1 25 | $3.51 | $1.89 | ||
| Q4 24 | $3.61 | $1.92 | ||
| Q3 24 | $3.22 | $1.94 | ||
| Q2 24 | $3.44 | $1.55 | ||
| Q1 24 | $3.35 | $3.14 |
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 | $15.0B |
| 总债务越低越好 | $20.7B | $15.2B |
| 股东权益账面价值 | $38.2B | $16.8B |
| 总资产 | $86.8B | $119.1B |
| 负债/权益比越低杠杆越低 | 0.54× | 0.91× |
8季度趋势,按日历期对齐
现金及短期投资
LIN
SYF
| Q4 25 | $5.1B | $15.0B | ||
| Q3 25 | $4.5B | $16.2B | ||
| Q2 25 | $4.8B | $19.5B | ||
| Q1 25 | $5.3B | $21.6B | ||
| Q4 24 | $4.8B | $14.7B | ||
| Q3 24 | $5.2B | $17.9B | ||
| Q2 24 | $4.6B | $18.6B | ||
| Q1 24 | $4.8B | $20.0B |
总债务
LIN
SYF
| Q4 25 | $20.7B | $15.2B | ||
| Q3 25 | $18.6B | $14.4B | ||
| Q2 25 | $19.7B | $16.0B | ||
| Q1 25 | $17.6B | $17.0B | ||
| Q4 24 | $15.3B | $15.5B | ||
| Q3 24 | $17.5B | $15.6B | ||
| Q2 24 | $16.9B | $15.6B | ||
| Q1 24 | $15.2B | $16.1B |
股东权益
LIN
SYF
| Q4 25 | $38.2B | $16.8B | ||
| Q3 25 | $38.6B | $17.1B | ||
| Q2 25 | $38.5B | $17.0B | ||
| Q1 25 | $38.0B | $16.6B | ||
| Q4 24 | $38.1B | $16.6B | ||
| Q3 24 | $39.2B | $16.0B | ||
| Q2 24 | $38.2B | $15.5B | ||
| Q1 24 | $38.8B | $15.3B |
总资产
LIN
SYF
| Q4 25 | $86.8B | $119.1B | ||
| Q3 25 | $86.0B | $117.0B | ||
| Q2 25 | $86.1B | $120.5B | ||
| Q1 25 | $82.7B | $122.0B | ||
| Q4 24 | $80.1B | $119.5B | ||
| Q3 24 | $82.5B | $119.2B | ||
| Q2 24 | $80.2B | $120.5B | ||
| Q1 24 | $80.3B | $121.2B |
负债/权益比
LIN
SYF
| Q4 25 | 0.54× | 0.91× | ||
| Q3 25 | 0.48× | 0.85× | ||
| Q2 25 | 0.51× | 0.94× | ||
| Q1 25 | 0.46× | 1.03× | ||
| Q4 24 | 0.40× | 0.93× | ||
| Q3 24 | 0.45× | 0.98× | ||
| Q2 24 | 0.44× | 1.01× | ||
| Q1 24 | 0.39× | 1.06× |
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 | $2.5B |
| 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× | 3.27× |
| 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
LIN
SYF
| Q4 25 | $3.0B | $2.5B | ||
| Q3 25 | $2.9B | $2.6B | ||
| Q2 25 | $2.2B | $2.6B | ||
| Q1 25 | $2.2B | $2.2B | ||
| Q4 24 | $2.8B | $2.4B | ||
| Q3 24 | $2.7B | $2.8B | ||
| Q2 24 | $1.9B | $2.5B | ||
| Q1 24 | $2.0B | $2.2B |
自由现金流
LIN
SYF
| 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 | — | ||
| Q1 24 | $906.0M | — |
自由现金流率
LIN
SYF
| 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% | — | ||
| Q1 24 | 11.2% | — |
资本支出强度
LIN
SYF
| 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% | — | ||
| Q1 24 | 12.9% | — |
现金转化率
LIN
SYF
| Q4 25 | 1.98× | 3.27× | ||
| Q3 25 | 1.53× | 2.45× | ||
| Q2 25 | 1.25× | 2.65× | ||
| Q1 25 | 1.29× | 2.91× | ||
| Q4 24 | 1.63× | 3.04× | ||
| Q3 24 | 1.76× | 3.50× | ||
| Q2 24 | 1.16× | 3.86× | ||
| Q1 24 | 1.20× | 1.74× |
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% |
SYF
暂无分部数据