vs
Limbach Holdings, Inc.（LMB）与MONRO, INC.（MNRO）财务数据对比。点击上方公司名可切换其他公司
MONRO, INC.的季度营收约是Limbach Holdings, Inc.的2.1倍（$293.4M vs $138.9M），MONRO, INC.净利率更高（3.8% vs 3.2%，领先0.6%），Limbach Holdings, Inc.同比增速更快（4.3% vs -4.0%），过去两年Limbach Holdings, Inc.的营收复合增速更高（6.6% vs -2.7%）
林巴赫航空发动机是一家由中资控股、总部位于德国的企业，主营航空发动机的研发与制造业务，在航空动力装备领域拥有成熟的生产技术与行业经验。
蒙罗公司（Monro, Inc.）是一家汽车服务企业，创始并总部设在美国纽约州罗切斯特。截至2025年，蒙罗共拥有1260家门店，按门店数量与营收计算，是北美仅次于Driven Brands的第二大汽车服务企业。
LMB vs MNRO — 直观对比
营收规模更大
MNRO
是对方的2.1倍
$138.9M
营收增速更快
LMB
高出8.4%
-4.0%
净利率更高
MNRO
高出0.6%
3.2%
两年增速更快
LMB
近两年复合增速
-2.7%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $138.9M | $293.4M |
| 净利润 | $4.4M | $11.1M |
| 毛利率 | 22.4% | 34.9% |
| 营业利润率 | 0.8% | 6.3% |
| 净利率 | 3.2% | 3.8% |
| 营收同比 | 4.3% | -4.0% |
| 净利润同比 | — | 143.1% |
| 每股收益（稀释后） | $0.36 | $0.35 |
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LMBMNRO
| Q1 26 | $138.9M | — | ||
| Q4 25 | $186.9M | $293.4M | ||
| Q3 25 | $184.6M | $288.9M | ||
| Q2 25 | $142.2M | $301.0M | ||
| Q1 25 | $133.1M | $295.0M | ||
| Q4 24 | $143.7M | $305.8M | ||
| Q3 24 | $133.9M | $301.4M | ||
| Q2 24 | $122.2M | $293.2M |
净利润LMBMNRO
| Q1 26 | $4.4M | — | ||
| Q4 25 | $12.3M | $11.1M | ||
| Q3 25 | $8.8M | $5.7M | ||
| Q2 25 | $7.8M | $-8.1M | ||
| Q1 25 | $10.2M | $-21.3M | ||
| Q4 24 | $9.8M | $4.6M | ||
| Q3 24 | $7.5M | $5.6M | ||
| Q2 24 | $6.0M | $5.9M |
毛利率LMBMNRO
| Q1 26 | 22.4% | — | ||
| Q4 25 | 25.7% | 34.9% | ||
| Q3 25 | 24.2% | 35.7% | ||
| Q2 25 | 28.0% | 35.5% | ||
| Q1 25 | 27.6% | 33.0% | ||
| Q4 24 | 30.3% | 34.3% | ||
| Q3 24 | 27.0% | 35.3% | ||
| Q2 24 | 27.4% | 37.2% |
营业利润率LMBMNRO
| Q1 26 | 0.8% | — | ||
| Q4 25 | 9.4% | 6.3% | ||
| Q3 25 | 7.2% | 4.4% | ||
| Q2 25 | 7.5% | -2.0% | ||
| Q1 25 | 5.9% | -8.1% | ||
| Q4 24 | 9.1% | 3.3% | ||
| Q3 24 | 8.1% | 4.4% | ||
| Q2 24 | 6.7% | 4.5% |
净利率LMBMNRO
| Q1 26 | 3.2% | — | ||
| Q4 25 | 6.6% | 3.8% | ||
| Q3 25 | 4.8% | 2.0% | ||
| Q2 25 | 5.5% | -2.7% | ||
| Q1 25 | 7.7% | -7.2% | ||
| Q4 24 | 6.9% | 1.5% | ||
| Q3 24 | 5.6% | 1.9% | ||
| Q2 24 | 4.9% | 2.0% |
每股收益（稀释后）LMBMNRO
| Q1 26 | $0.36 | — | ||
| Q4 25 | $1.01 | $0.35 | ||
| Q3 25 | $0.73 | $0.18 | ||
| Q2 25 | $0.64 | $-0.28 | ||
| Q1 25 | $0.85 | $-0.74 | ||
| Q4 24 | $0.81 | $0.15 | ||
| Q3 24 | $0.62 | $0.18 | ||
| Q2 24 | $0.50 | $0.19 |
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 | $15.8M | $4.9M |
| 总债务越低越好 | $56.6M | $45.0M |
| 股东权益账面价值 | $196.3M | $604.9M |
| 总资产 | $377.0M | $1.6B |
| 负债/权益比越低杠杆越低 | 0.29× | 0.07× |
8季度趋势，按日历期对齐
现金及短期投资LMBMNRO
| Q1 26 | $15.8M | — | ||
| Q4 25 | $11.3M | $4.9M | ||
| Q3 25 | $9.8M | $10.5M | ||
| Q2 25 | $38.9M | $7.8M | ||
| Q1 25 | $38.1M | $20.8M | ||
| Q4 24 | $44.9M | $10.2M | ||
| Q3 24 | $51.2M | $20.9M | ||
| Q2 24 | $59.5M | $18.7M |
总债务LMBMNRO
| Q1 26 | $56.6M | — | ||
| Q4 25 | $30.5M | $45.0M | ||
| Q3 25 | $56.3M | $60.0M | ||
| Q2 25 | $28.4M | $71.5M | ||
| Q1 25 | $23.7M | $61.3M | ||
| Q4 24 | $23.6M | $59.3M | ||
| Q3 24 | $20.5M | $62.0M | ||
| Q2 24 | $19.7M | $112.0M |
股东权益LMBMNRO
| Q1 26 | $196.3M | — | ||
| Q4 25 | $195.7M | $604.9M | ||
| Q3 25 | $181.6M | $601.7M | ||
| Q2 25 | $170.5M | $604.9M | ||
| Q1 25 | $161.1M | $620.8M | ||
| Q4 24 | $153.5M | $648.9M | ||
| Q3 24 | $142.2M | $651.9M | ||
| Q2 24 | $133.0M | $654.4M |
总资产LMBMNRO
| Q1 26 | $377.0M | — | ||
| Q4 25 | $381.1M | $1.6B | ||
| Q3 25 | $409.1M | $1.6B | ||
| Q2 25 | $343.0M | $1.6B | ||
| Q1 25 | $336.4M | $1.6B | ||
| Q4 24 | $352.1M | $1.7B | ||
| Q3 24 | $324.4M | $1.7B | ||
| Q2 24 | $303.9M | $1.7B |
负债/权益比LMBMNRO
| Q1 26 | 0.29× | — | ||
| Q4 25 | 0.16× | 0.07× | ||
| Q3 25 | 0.31× | 0.10× | ||
| Q2 25 | 0.17× | 0.12× | ||
| Q1 25 | 0.15× | 0.10× | ||
| Q4 24 | 0.15× | 0.09× | ||
| Q3 24 | 0.14× | 0.10× | ||
| Q2 24 | 0.15× | 0.17× |
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 | — | $17.8M |
| 自由现金流经营现金流 - 资本支出 | — | $9.1M |
| 自由现金流率自由现金流/营收 | — | 3.1% |
| 资本支出强度资本支出/营收 | — | 3.0% |
| 现金转化率经营现金流/净利润 | — | 1.60× |
| 过去12个月自由现金流最近4个季度 | — | $49.6M |
8季度趋势，按日历期对齐
经营现金流LMBMNRO
| Q1 26 | — | — | ||
| Q4 25 | $28.1M | $17.8M | ||
| Q3 25 | $13.3M | $32.3M | ||
| Q2 25 | $2.0M | $-1.9M | ||
| Q1 25 | $2.2M | $28.9M | ||
| Q4 24 | $19.3M | $14.8M | ||
| Q3 24 | $4.9M | $62.6M | ||
| Q2 24 | $16.5M | $25.6M |
自由现金流LMBMNRO
| Q1 26 | — | — | ||
| Q4 25 | $27.9M | $9.1M | ||
| Q3 25 | $12.8M | $26.6M | ||
| Q2 25 | $1.2M | $-9.3M | ||
| Q1 25 | $11.0K | $23.2M | ||
| Q4 24 | $18.0M | $7.9M | ||
| Q3 24 | $4.6M | $57.6M | ||
| Q2 24 | $13.2M | $16.8M |
自由现金流率LMBMNRO
| Q1 26 | — | — | ||
| Q4 25 | 14.9% | 3.1% | ||
| Q3 25 | 7.0% | 9.2% | ||
| Q2 25 | 0.8% | -3.1% | ||
| Q1 25 | 0.0% | 7.9% | ||
| Q4 24 | 12.5% | 2.6% | ||
| Q3 24 | 3.4% | 19.1% | ||
| Q2 24 | 10.8% | 5.7% |
资本支出强度LMBMNRO
| Q1 26 | — | — | ||
| Q4 25 | 0.1% | 3.0% | ||
| Q3 25 | 0.3% | 2.0% | ||
| Q2 25 | 0.6% | 2.5% | ||
| Q1 25 | 1.7% | 1.9% | ||
| Q4 24 | 0.9% | 2.2% | ||
| Q3 24 | 0.3% | 1.6% | ||
| Q2 24 | 2.7% | 3.0% |
现金转化率LMBMNRO
| Q1 26 | — | — | ||
| Q4 25 | 2.29× | 1.60× | ||
| Q3 25 | 1.52× | 5.71× | ||
| Q2 25 | 0.26× | — | ||
| Q1 25 | 0.22× | — | ||
| Q4 24 | 1.96× | 3.23× | ||
| Q3 24 | 0.66× | 11.08× | ||
| Q2 24 | 2.77× | 4.37× |
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
LMB
| ODR | $99.8M | 72% |
| GCR | $39.0M | 28% |
MNRO
| Tires | $150.2M | 51% |
| Maintenance | $73.5M | 25% |
| Brakes | $35.1M | 12% |
| Steering | $24.9M | 8% |
| Batteries | $6.2M | 2% |
| Exhaust | $3.2M | 1% |
