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LUXFER HOLDINGS PLC（LXFR）与NL INDUSTRIES INC（NL）财务数据对比。点击上方公司名可切换其他公司
LUXFER HOLDINGS PLC的季度营收约是NL INDUSTRIES INC的2.4倍（$90.7M vs $37.7M）。LUXFER HOLDINGS PLC净利率更高（-3.4% vs -82.2%，领先78.8%）。NL INDUSTRIES INC同比增速更快（-1.9% vs -12.3%）。LUXFER HOLDINGS PLC自由现金流更多（$12.4M vs $-4.7M）。过去两年LUXFER HOLDINGS PLC的营收复合增速更高（0.7% vs -0.4%）
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。
NL工业公司前身为国民铅业公司，是一家铅冶炼企业，目前总部位于美国得克萨斯州休斯顿。该企业历史底蕴深厚，早在1896年5月26日道琼斯工业平均指数创立之初，NL工业就是最初纳入指数的12只成分股之一。
LXFR vs NL — 直观对比
营收规模更大
LXFR
是对方的2.4倍
$37.7M
营收增速更快
NL
高出10.4%
-12.3%
净利率更高
LXFR
高出78.8%
-82.2%
自由现金流更多
LXFR
多$17.1M
$-4.7M
两年增速更快
LXFR
近两年复合增速
-0.4%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $90.7M | $37.7M |
| 净利润 | $-3.1M | $-31.0M |
| 毛利率 | 24.4% | 32.1% |
| 营业利润率 | 3.6% | 7.6% |
| 净利率 | -3.4% | -82.2% |
| 营收同比 | -12.3% | -1.9% |
| 净利润同比 | -188.6% | -287.2% |
| 每股收益（稀释后） | $-0.12 | $-0.63 |
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LXFRNL
| Q4 25 | $90.7M | $37.7M | ||
| Q3 25 | $92.9M | $40.0M | ||
| Q2 25 | $104.0M | $40.4M | ||
| Q1 25 | $97.0M | $40.3M | ||
| Q4 24 | $103.4M | $38.4M | ||
| Q3 24 | $99.4M | $33.7M | ||
| Q2 24 | $99.7M | $35.9M | ||
| Q1 24 | $89.4M | $38.0M |
净利润LXFRNL
| Q4 25 | $-3.1M | $-31.0M | ||
| Q3 25 | $2.7M | $-7.9M | ||
| Q2 25 | $2.6M | $355.0K | ||
| Q1 25 | $5.5M | $667.0K | ||
| Q4 24 | $3.5M | $16.5M | ||
| Q3 24 | $12.7M | $36.0M | ||
| Q2 24 | $-500.0K | $7.8M | ||
| Q1 24 | $2.7M | $6.8M |
毛利率LXFRNL
| Q4 25 | 24.4% | 32.1% | ||
| Q3 25 | 23.4% | 27.6% | ||
| Q2 25 | 23.1% | 31.9% | ||
| Q1 25 | 22.1% | 30.2% | ||
| Q4 24 | 22.1% | 28.8% | ||
| Q3 24 | 22.5% | 28.1% | ||
| Q2 24 | 22.1% | 31.1% | ||
| Q1 24 | 20.6% | 25.5% |
营业利润率LXFRNL
| Q4 25 | 3.6% | 7.6% | ||
| Q3 25 | 5.8% | 4.6% | ||
| Q2 25 | 7.4% | 6.9% | ||
| Q1 25 | 7.8% | 7.8% | ||
| Q4 24 | 3.9% | 87.7% | ||
| Q3 24 | 17.5% | 6.0% | ||
| Q2 24 | 3.8% | 2.2% | ||
| Q1 24 | 5.5% | 3.6% |
净利率LXFRNL
| Q4 25 | -3.4% | -82.2% | ||
| Q3 25 | 2.9% | -19.7% | ||
| Q2 25 | 2.5% | 0.9% | ||
| Q1 25 | 5.7% | 1.7% | ||
| Q4 24 | 3.4% | 43.1% | ||
| Q3 24 | 12.8% | 107.0% | ||
| Q2 24 | -0.5% | 21.8% | ||
| Q1 24 | 3.0% | 18.0% |
每股收益（稀释后）LXFRNL
| Q4 25 | $-0.12 | $-0.63 | ||
| Q3 25 | $0.10 | $-0.16 | ||
| Q2 25 | $0.10 | $0.01 | ||
| Q1 25 | $0.20 | $0.01 | ||
| Q4 24 | $0.13 | $0.34 | ||
| Q3 24 | $0.47 | $0.74 | ||
| Q2 24 | $-0.02 | $0.16 | ||
| Q1 24 | $0.10 | $0.14 |
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 | $8.3M | $110.6M |
| 总债务越低越好 | $39.4M | — |
| 股东权益账面价值 | $226.4M | $358.8M |
| 总资产 | $369.7M | $464.2M |
| 负债/权益比越低杠杆越低 | 0.17× | — |
8季度趋势，按日历期对齐
现金及短期投资LXFRNL
| Q4 25 | $8.3M | $110.6M | ||
| Q3 25 | $6.0M | $101.9M | ||
| Q2 25 | $4.4M | $111.5M | ||
| Q1 25 | $4.1M | $110.0M | ||
| Q4 24 | $4.1M | $163.2M | ||
| Q3 24 | $3.5M | $146.0M | ||
| Q2 24 | $4.3M | $179.4M | ||
| Q1 24 | $6.8M | $167.9M |
总债务LXFRNL
| Q4 25 | $39.4M | — | ||
| Q3 25 | $43.3M | — | ||
| Q2 25 | $52.6M | — | ||
| Q1 25 | $46.0M | — | ||
| Q4 24 | $45.1M | — | ||
| Q3 24 | $69.5M | — | ||
| Q2 24 | $74.2M | — | ||
| Q1 24 | $78.4M | — |
股东权益LXFRNL
| Q4 25 | $226.4M | $358.8M | ||
| Q3 25 | $231.6M | $375.4M | ||
| Q2 25 | $237.7M | $397.6M | ||
| Q1 25 | $226.7M | $397.6M | ||
| Q4 24 | $219.5M | $396.9M | ||
| Q3 24 | $225.1M | $386.0M | ||
| Q2 24 | $206.3M | $373.1M | ||
| Q1 24 | $210.3M | $368.1M |
总资产LXFRNL
| Q4 25 | $369.7M | $464.2M | ||
| Q3 25 | $377.4M | $500.2M | ||
| Q2 25 | $399.2M | $523.7M | ||
| Q1 25 | $385.2M | $520.0M | ||
| Q4 24 | $382.4M | $578.3M | ||
| Q3 24 | $404.8M | $585.6M | ||
| Q2 24 | $379.8M | $580.0M | ||
| Q1 24 | $386.0M | $568.8M |
负债/权益比LXFRNL
| Q4 25 | 0.17× | — | ||
| Q3 25 | 0.19× | — | ||
| Q2 25 | 0.22× | — | ||
| Q1 25 | 0.20× | — | ||
| Q4 24 | 0.21× | — | ||
| Q3 24 | 0.31× | — | ||
| Q2 24 | 0.36× | — | ||
| Q1 24 | 0.37× | — |
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 | $-4.2M |
| 自由现金流经营现金流 - 资本支出 | $12.4M | $-4.7M |
| 自由现金流率自由现金流/营收 | 13.7% | -12.6% |
| 资本支出强度资本支出/营收 | 3.5% | 1.6% |
| 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 | $26.2M | $-40.1M |
8季度趋势，按日历期对齐
经营现金流LXFRNL
| Q4 25 | $15.6M | $-4.2M | ||
| Q3 25 | $11.8M | $7.9M | ||
| Q2 25 | $1.2M | $7.3M | ||
| Q1 25 | $5.4M | $-47.5M | ||
| Q4 24 | $25.5M | $9.0M | ||
| Q3 24 | $13.0M | $-5.7M | ||
| Q2 24 | $8.9M | $15.5M | ||
| Q1 24 | $3.7M | $6.7M |
自由现金流LXFRNL
| Q4 25 | $12.4M | $-4.7M | ||
| Q3 25 | $10.3M | $7.0M | ||
| Q2 25 | $-700.0K | $5.9M | ||
| Q1 25 | $4.2M | $-48.3M | ||
| Q4 24 | $22.5M | $8.7M | ||
| Q3 24 | $9.8M | $-6.1M | ||
| Q2 24 | $6.2M | $15.1M | ||
| Q1 24 | $2.3M | $6.4M |
自由现金流率LXFRNL
| Q4 25 | 13.7% | -12.6% | ||
| Q3 25 | 11.1% | 17.4% | ||
| Q2 25 | -0.7% | 14.7% | ||
| Q1 25 | 4.3% | -119.9% | ||
| Q4 24 | 21.8% | 22.8% | ||
| Q3 24 | 9.9% | -18.3% | ||
| Q2 24 | 6.2% | 42.1% | ||
| Q1 24 | 2.6% | 17.0% |
资本支出强度LXFRNL
| Q4 25 | 3.5% | 1.6% | ||
| Q3 25 | 1.6% | 2.5% | ||
| Q2 25 | 1.8% | 3.3% | ||
| Q1 25 | 1.2% | 2.0% | ||
| Q4 24 | 2.9% | 0.6% | ||
| Q3 24 | 3.2% | 1.4% | ||
| Q2 24 | 2.7% | 1.2% | ||
| Q1 24 | 1.6% | 0.8% |
现金转化率LXFRNL
| Q4 25 | — | — | ||
| Q3 25 | 4.37× | — | ||
| Q2 25 | 0.46× | 20.53× | ||
| Q1 25 | 0.98× | -71.18× | ||
| Q4 24 | 7.29× | 0.54× | ||
| Q3 24 | 1.02× | -0.16× | ||
| Q2 24 | — | 1.98× | ||
| Q1 24 | 1.37× | 0.99× |
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% |
NL
| Security Products | $29.5M | 78% |
| Marine Components | $8.2M | 22% |
