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LUXFER HOLDINGS PLC（LXFR）与MINERALS TECHNOLOGIES INC（MTX）财务数据对比。点击上方公司名可切换其他公司
MINERALS TECHNOLOGIES INC的季度营收约是LUXFER HOLDINGS PLC的5.7倍（$519.5M vs $90.7M）。MINERALS TECHNOLOGIES INC净利率更高（7.2% vs -3.4%，领先10.6%）。MINERALS TECHNOLOGIES INC同比增速更快（0.3% vs -12.3%）。MINERALS TECHNOLOGIES INC自由现金流更多（$31.9M vs $12.4M）。过去两年LUXFER HOLDINGS PLC的营收复合增速更高（0.7% vs -1.4%）
Luxfer Holdings PLC是一家全球性工业制造商，专注于高性能工程材料及零部件生产，核心产品包括轻量化铝制及复合材料储气系统、先进合金与特种材料，服务航空航天、医疗保健、汽车、工业制造、替代能源等全球多个核心领域。
康帕斯矿产国际是一家美国上市企业，作为领先的矿产生产商，主营盐、氯化镁、硫酸钾等产品，总部位于堪萨斯州欧弗兰帕克。公司为北美和英国客户提供经过处理及未经处理的散装道路除冰盐，同时为全球种植者提供植物营养产品，还生产民用除冰、水质调节类产品以及面向民用和商业场景的相关矿产品。
LXFR vs MTX — 直观对比
营收规模更大
MTX
是对方的5.7倍
$90.7M
营收增速更快
MTX
高出12.6%
-12.3%
净利率更高
MTX
高出10.6%
-3.4%
自由现金流更多
MTX
多$19.5M
$12.4M
两年增速更快
LXFR
近两年复合增速
-1.4%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $90.7M | $519.5M |
| 净利润 | $-3.1M | $37.2M |
| 毛利率 | 24.4% | 24.0% |
| 营业利润率 | 3.6% | 11.9% |
| 净利率 | -3.4% | 7.2% |
| 营收同比 | -12.3% | 0.3% |
| 净利润同比 | -188.6% | -31.1% |
| 每股收益（稀释后） | $-0.12 | $1.11 |
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LXFRMTX
| Q4 25 | $90.7M | $519.5M | ||
| Q3 25 | $92.9M | $532.4M | ||
| Q2 25 | $104.0M | $528.9M | ||
| Q1 25 | $97.0M | $491.8M | ||
| Q4 24 | $103.4M | $518.1M | ||
| Q3 24 | $99.4M | $524.7M | ||
| Q2 24 | $99.7M | $541.2M | ||
| Q1 24 | $89.4M | $534.5M |
净利润LXFRMTX
| Q4 25 | $-3.1M | $37.2M | ||
| Q3 25 | $2.7M | $43.0M | ||
| Q2 25 | $2.6M | $45.4M | ||
| Q1 25 | $5.5M | $-144.0M | ||
| Q4 24 | $3.5M | $54.0M | ||
| Q3 24 | $12.7M | $46.7M | ||
| Q2 24 | $-500.0K | $19.7M | ||
| Q1 24 | $2.7M | $46.7M |
毛利率LXFRMTX
| Q4 25 | 24.4% | 24.0% | ||
| Q3 25 | 23.4% | 25.7% | ||
| Q2 25 | 23.1% | 25.9% | ||
| Q1 25 | 22.1% | 24.3% | ||
| Q4 24 | 22.1% | 25.6% | ||
| Q3 24 | 22.5% | 25.8% | ||
| Q2 24 | 22.1% | 26.6% | ||
| Q1 24 | 20.6% | 25.4% |
营业利润率LXFRMTX
| Q4 25 | 3.6% | 11.9% | ||
| Q3 25 | 5.8% | 13.3% | ||
| Q2 25 | 7.4% | 14.1% | ||
| Q1 25 | 7.8% | -32.6% | ||
| Q4 24 | 3.9% | 16.2% | ||
| Q3 24 | 17.5% | 14.6% | ||
| Q2 24 | 3.8% | 9.3% | ||
| Q1 24 | 5.5% | 14.1% |
净利率LXFRMTX
| Q4 25 | -3.4% | 7.2% | ||
| Q3 25 | 2.9% | 8.1% | ||
| Q2 25 | 2.5% | 8.6% | ||
| Q1 25 | 5.7% | -29.3% | ||
| Q4 24 | 3.4% | 10.4% | ||
| Q3 24 | 12.8% | 8.9% | ||
| Q2 24 | -0.5% | 3.6% | ||
| Q1 24 | 3.0% | 8.7% |
每股收益（稀释后）LXFRMTX
| Q4 25 | $-0.12 | $1.11 | ||
| Q3 25 | $0.10 | $1.37 | ||
| Q2 25 | $0.10 | $1.44 | ||
| Q1 25 | $0.20 | $-4.51 | ||
| Q4 24 | $0.13 | $1.67 | ||
| Q3 24 | $0.47 | $1.45 | ||
| Q2 24 | $-0.02 | $0.61 | ||
| Q1 24 | $0.10 | $1.44 |
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 | $8.3M | $332.6M |
| 总债务越低越好 | $39.4M | $961.3M |
| 股东权益账面价值 | $226.4M | $1.7B |
| 总资产 | $369.7M | $3.5B |
| 负债/权益比越低杠杆越低 | 0.17× | 0.56× |
8季度趋势，按日历期对齐
现金及短期投资LXFRMTX
| Q4 25 | $8.3M | $332.6M | ||
| Q3 25 | $6.0M | $328.3M | ||
| Q2 25 | $4.4M | $319.9M | ||
| Q1 25 | $4.1M | $312.2M | ||
| Q4 24 | $4.1M | $337.1M | ||
| Q3 24 | $3.5M | $324.5M | ||
| Q2 24 | $4.3M | $316.4M | ||
| Q1 24 | $6.8M | $320.1M |
总债务LXFRMTX
| Q4 25 | $39.4M | $961.3M | ||
| Q3 25 | $43.3M | $964.3M | ||
| Q2 25 | $52.6M | $965.6M | ||
| Q1 25 | $46.0M | $966.7M | ||
| Q4 24 | $45.1M | $966.1M | ||
| Q3 24 | $69.5M | $922.9M | ||
| Q2 24 | $74.2M | $922.4M | ||
| Q1 24 | $78.4M | $925.8M |
股东权益LXFRMTX
| Q4 25 | $226.4M | $1.7B | ||
| Q3 25 | $231.6M | $1.7B | ||
| Q2 25 | $237.7M | $1.7B | ||
| Q1 25 | $226.7M | $1.6B | ||
| Q4 24 | $219.5M | $1.7B | ||
| Q3 24 | $225.1M | $1.7B | ||
| Q2 24 | $206.3M | $1.7B | ||
| Q1 24 | $210.3M | $1.7B |
总资产LXFRMTX
| Q4 25 | $369.7M | $3.5B | ||
| Q3 25 | $377.4M | $3.5B | ||
| Q2 25 | $399.2M | $3.5B | ||
| Q1 25 | $385.2M | $3.4B | ||
| Q4 24 | $382.4M | $3.4B | ||
| Q3 24 | $404.8M | $3.4B | ||
| Q2 24 | $379.8M | $3.3B | ||
| Q1 24 | $386.0M | $3.3B |
负债/权益比LXFRMTX
| Q4 25 | 0.17× | 0.56× | ||
| Q3 25 | 0.19× | 0.58× | ||
| Q2 25 | 0.22× | 0.58× | ||
| Q1 25 | 0.20× | 0.60× | ||
| Q4 24 | 0.21× | 0.55× | ||
| Q3 24 | 0.31× | 0.54× | ||
| Q2 24 | 0.36× | 0.55× | ||
| Q1 24 | 0.37× | 0.56× |
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 | $15.6M | $64.3M |
| 自由现金流经营现金流 - 资本支出 | $12.4M | $31.9M |
| 自由现金流率自由现金流/营收 | 13.7% | 6.1% |
| 资本支出强度资本支出/营收 | 3.5% | 6.2% |
| 现金转化率经营现金流/净利润 | — | 1.73× |
| 过去12个月自由现金流最近4个季度 | $26.2M | $86.6M |
8季度趋势，按日历期对齐
经营现金流LXFRMTX
| Q4 25 | $15.6M | $64.3M | ||
| Q3 25 | $11.8M | $70.9M | ||
| Q2 25 | $1.2M | $62.9M | ||
| Q1 25 | $5.4M | $-4.4M | ||
| Q4 24 | $25.5M | $70.4M | ||
| Q3 24 | $13.0M | $60.0M | ||
| Q2 24 | $8.9M | $50.1M | ||
| Q1 24 | $3.7M | $55.9M |
自由现金流LXFRMTX
| Q4 25 | $12.4M | $31.9M | ||
| Q3 25 | $10.3M | $43.6M | ||
| Q2 25 | $-700.0K | $33.8M | ||
| Q1 25 | $4.2M | $-22.7M | ||
| Q4 24 | $22.5M | $42.3M | ||
| Q3 24 | $9.8M | $35.3M | ||
| Q2 24 | $6.2M | $29.9M | ||
| Q1 24 | $2.3M | $39.4M |
自由现金流率LXFRMTX
| Q4 25 | 13.7% | 6.1% | ||
| Q3 25 | 11.1% | 8.2% | ||
| Q2 25 | -0.7% | 6.4% | ||
| Q1 25 | 4.3% | -4.6% | ||
| Q4 24 | 21.8% | 8.2% | ||
| Q3 24 | 9.9% | 6.7% | ||
| Q2 24 | 6.2% | 5.5% | ||
| Q1 24 | 2.6% | 7.4% |
资本支出强度LXFRMTX
| Q4 25 | 3.5% | 6.2% | ||
| Q3 25 | 1.6% | 5.1% | ||
| Q2 25 | 1.8% | 5.5% | ||
| Q1 25 | 1.2% | 3.7% | ||
| Q4 24 | 2.9% | 5.4% | ||
| Q3 24 | 3.2% | 4.7% | ||
| Q2 24 | 2.7% | 3.7% | ||
| Q1 24 | 1.6% | 3.1% |
现金转化率LXFRMTX
| Q4 25 | — | 1.73× | ||
| Q3 25 | 4.37× | 1.65× | ||
| Q2 25 | 0.46× | 1.39× | ||
| Q1 25 | 0.98× | — | ||
| Q4 24 | 7.29× | 1.30× | ||
| Q3 24 | 1.02× | 1.28× | ||
| Q2 24 | — | 2.54× | ||
| Q1 24 | 1.37× | 1.20× |
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
LXFR
| Gas Cylinders Segment | $43.8M | 48% |
| Defense First Response And Healthcare | $18.6M | 21% |
| Rest Of Europe | $9.0M | 10% |
| DE | $7.0M | 8% |
| Asia Pacific | $5.8M | 6% |
| CA | $4.0M | 4% |
| Other | $2.5M | 3% |
MTX
| High Temperature Technologies | $178.0M | 34% |
| Specialty Additives | $141.8M | 27% |
| Household And Personal Care | $132.5M | 26% |
| Environmental And Infrastructure | $67.2M | 13% |
