vs
Limbach Holdings, Inc.（LMB）与STRATTEC SECURITY CORP（STRT）财务数据对比。点击上方公司名可切换其他公司
Limbach Holdings, Inc.的季度营收约是STRATTEC SECURITY CORP的1.0倍（$138.9M vs $137.5M），STRATTEC SECURITY CORP净利率更高（3.6% vs 3.2%，领先0.4%），STRATTEC SECURITY CORP同比增速更快（5.9% vs 4.3%），过去两年STRATTEC SECURITY CORP的营收复合增速更高（7.7% vs 6.6%）
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。
STRATTEC安全公司是专业的汽车安全访问解决方案供应商，主营汽车机械与电子锁具、钥匙、无钥匙进入系统等产品，主要服务全球汽车整车厂商、重型车辆制造商及汽车后市场客户，业务覆盖北美、欧洲、亚太等地区。
LMB vs STRT — 直观对比
营收规模更大
LMB
是对方的1.0倍
$137.5M
营收增速更快
STRT
高出1.5%
4.3%
净利率更高
STRT
高出0.4%
3.2%
两年增速更快
STRT
近两年复合增速
6.6%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $138.9M | $137.5M |
| 净利润 | $4.4M | $4.9M |
| 毛利率 | 22.4% | 16.5% |
| 营业利润率 | 0.8% | 3.5% |
| 净利率 | 3.2% | 3.6% |
| 营收同比 | 4.3% | 5.9% |
| 净利润同比 | — | 275.1% |
| 每股收益（稀释后） | $0.36 | $1.20 |
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LMBSTRT
| Q1 26 | $138.9M | — | ||
| Q4 25 | $186.9M | $137.5M | ||
| Q3 25 | $184.6M | $152.4M | ||
| Q2 25 | $142.2M | $152.0M | ||
| Q1 25 | $133.1M | $144.1M | ||
| Q4 24 | $143.7M | $129.9M | ||
| Q3 24 | $133.9M | $139.1M | ||
| Q2 24 | $122.2M | — |
净利润LMBSTRT
| Q1 26 | $4.4M | — | ||
| Q4 25 | $12.3M | $4.9M | ||
| Q3 25 | $8.8M | $8.5M | ||
| Q2 25 | $7.8M | $8.3M | ||
| Q1 25 | $10.2M | $5.4M | ||
| Q4 24 | $9.8M | $1.3M | ||
| Q3 24 | $7.5M | $3.7M | ||
| Q2 24 | $6.0M | — |
毛利率LMBSTRT
| Q1 26 | 22.4% | — | ||
| Q4 25 | 25.7% | 16.5% | ||
| Q3 25 | 24.2% | 17.3% | ||
| Q2 25 | 28.0% | 16.7% | ||
| Q1 25 | 27.6% | 16.0% | ||
| Q4 24 | 30.3% | 13.2% | ||
| Q3 24 | 27.0% | 13.6% | ||
| Q2 24 | 27.4% | — |
营业利润率LMBSTRT
| Q1 26 | 0.8% | — | ||
| Q4 25 | 9.4% | 3.5% | ||
| Q3 25 | 7.2% | 6.9% | ||
| Q2 25 | 7.5% | 5.6% | ||
| Q1 25 | 5.9% | 4.9% | ||
| Q4 24 | 9.1% | 1.6% | ||
| Q3 24 | 8.1% | 3.6% | ||
| Q2 24 | 6.7% | — |
净利率LMBSTRT
| Q1 26 | 3.2% | — | ||
| Q4 25 | 6.6% | 3.6% | ||
| Q3 25 | 4.8% | 5.6% | ||
| Q2 25 | 5.5% | 5.4% | ||
| Q1 25 | 7.7% | 3.7% | ||
| Q4 24 | 6.9% | 1.0% | ||
| Q3 24 | 5.6% | 2.7% | ||
| Q2 24 | 4.9% | — |
每股收益（稀释后）LMBSTRT
| Q1 26 | $0.36 | — | ||
| Q4 25 | $1.01 | $1.20 | ||
| Q3 25 | $0.73 | $2.07 | ||
| Q2 25 | $0.64 | $2.02 | ||
| Q1 25 | $0.85 | $1.32 | ||
| Q4 24 | $0.81 | $0.32 | ||
| Q3 24 | $0.62 | $0.92 | ||
| Q2 24 | $0.50 | — |
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 | $99.0M |
| 总债务越低越好 | $56.6M | — |
| 股东权益账面价值 | $196.3M | $236.8M |
| 总资产 | $377.0M | $392.2M |
| 负债/权益比越低杠杆越低 | 0.29× | — |
8季度趋势，按日历期对齐
现金及短期投资LMBSTRT
| Q1 26 | $15.8M | — | ||
| Q4 25 | $11.3M | $99.0M | ||
| Q3 25 | $9.8M | $90.5M | ||
| Q2 25 | $38.9M | $84.6M | ||
| Q1 25 | $38.1M | $62.1M | ||
| Q4 24 | $44.9M | $42.6M | ||
| Q3 24 | $51.2M | $34.4M | ||
| Q2 24 | $59.5M | — |
总债务LMBSTRT
| Q1 26 | $56.6M | — | ||
| Q4 25 | $30.5M | — | ||
| Q3 25 | $56.3M | — | ||
| Q2 25 | $28.4M | — | ||
| Q1 25 | $23.7M | — | ||
| Q4 24 | $23.6M | — | ||
| Q3 24 | $20.5M | — | ||
| Q2 24 | $19.7M | — |
股东权益LMBSTRT
| Q1 26 | $196.3M | — | ||
| Q4 25 | $195.7M | $236.8M | ||
| Q3 25 | $181.6M | $230.5M | ||
| Q2 25 | $170.5M | $221.6M | ||
| Q1 25 | $161.1M | $210.7M | ||
| Q4 24 | $153.5M | $204.5M | ||
| Q3 24 | $142.2M | $203.0M | ||
| Q2 24 | $133.0M | — |
总资产LMBSTRT
| Q1 26 | $377.0M | — | ||
| Q4 25 | $381.1M | $392.2M | ||
| Q3 25 | $409.1M | $390.1M | ||
| Q2 25 | $343.0M | $391.5M | ||
| Q1 25 | $336.4M | $387.4M | ||
| Q4 24 | $352.1M | $355.9M | ||
| Q3 24 | $324.4M | $366.9M | ||
| Q2 24 | $303.9M | — |
负债/权益比LMBSTRT
| Q1 26 | 0.29× | — | ||
| Q4 25 | 0.16× | — | ||
| Q3 25 | 0.31× | — | ||
| Q2 25 | 0.17× | — | ||
| Q1 25 | 0.15× | — | ||
| Q4 24 | 0.15× | — | ||
| Q3 24 | 0.14× | — | ||
| Q2 24 | 0.15× | — |
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 | — | $13.9M |
| 自由现金流经营现金流 - 资本支出 | — | $11.3M |
| 自由现金流率自由现金流/营收 | — | 8.2% |
| 资本支出强度资本支出/营收 | — | 1.9% |
| 现金转化率经营现金流/净利润 | — | 2.81× |
| 过去12个月自由现金流最近4个季度 | — | $67.8M |
8季度趋势，按日历期对齐
经营现金流LMBSTRT
| Q1 26 | — | — | ||
| Q4 25 | $28.1M | $13.9M | ||
| Q3 25 | $13.3M | $11.3M | ||
| Q2 25 | $2.0M | $30.2M | ||
| Q1 25 | $2.2M | $20.7M | ||
| Q4 24 | $19.3M | $9.4M | ||
| Q3 24 | $4.9M | $11.3M | ||
| Q2 24 | $16.5M | — |
自由现金流LMBSTRT
| Q1 26 | — | — | ||
| Q4 25 | $27.9M | $11.3M | ||
| Q3 25 | $12.8M | $9.8M | ||
| Q2 25 | $1.2M | $27.2M | ||
| Q1 25 | $11.0K | $19.6M | ||
| Q4 24 | $18.0M | $8.5M | ||
| Q3 24 | $4.6M | $9.3M | ||
| Q2 24 | $13.2M | — |
自由现金流率LMBSTRT
| Q1 26 | — | — | ||
| Q4 25 | 14.9% | 8.2% | ||
| Q3 25 | 7.0% | 6.4% | ||
| Q2 25 | 0.8% | 17.9% | ||
| Q1 25 | 0.0% | 13.6% | ||
| Q4 24 | 12.5% | 6.6% | ||
| Q3 24 | 3.4% | 6.7% | ||
| Q2 24 | 10.8% | — |
资本支出强度LMBSTRT
| Q1 26 | — | — | ||
| Q4 25 | 0.1% | 1.9% | ||
| Q3 25 | 0.3% | 1.0% | ||
| Q2 25 | 0.6% | 2.0% | ||
| Q1 25 | 1.7% | 0.8% | ||
| Q4 24 | 0.9% | 0.7% | ||
| Q3 24 | 0.3% | 1.5% | ||
| Q2 24 | 2.7% | — |
现金转化率LMBSTRT
| Q1 26 | — | — | ||
| Q4 25 | 2.29× | 2.81× | ||
| Q3 25 | 1.52× | 1.33× | ||
| Q2 25 | 0.26× | 3.65× | ||
| Q1 25 | 0.22× | 3.84× | ||
| Q4 24 | 1.96× | 7.16× | ||
| Q3 24 | 0.66× | 3.06× | ||
| Q2 24 | 2.77× | — |
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% |
STRT
| Door Handles And Exterior Trim | $35.0M | 25% |
| Power Access Solutions | $34.5M | 25% |
| Keys And Locksets | $26.8M | 19% |
| Latches | $16.3M | 12% |
| User Interface Controls | $12.5M | 9% |
| Aftermarket And Service | $9.4M | 7% |
| Other Product | $3.1M | 2% |
| Related Party | $1.3M | 1% |
