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LUXFER HOLDINGS PLC（LXFR）与特诺控股（TROX）财务数据对比。点击上方公司名可切换其他公司
特诺控股的季度营收约是LUXFER HOLDINGS PLC的8.0倍（$730.0M vs $90.7M）。LUXFER HOLDINGS PLC净利率更高（-3.4% vs -24.1%，领先20.7%）。特诺控股同比增速更快（8.0% vs -12.3%）。特诺控股自由现金流更多（$53.0M vs $12.4M）。过去两年LUXFER HOLDINGS PLC的营收复合增速更高（0.7% vs -2.9%）
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。
特诺控股是一家业务遍及全球的美国化工企业，专注于钛制品领域，现有员工约6500名。在收购南非埃萨罗资源原有的矿砂业务后，特诺已成为全球规模最大的全产业链二氧化钛颜料供应商。二氧化钛颜料主要为涂料、塑料、纸张等产品增白增亮，特诺还拥有钛矿砂开采及加工业务。
LXFR vs TROX — 直观对比
营收规模更大
TROX
是对方的8.0倍
$90.7M
营收增速更快
TROX
高出20.3%
-12.3%
净利率更高
LXFR
高出20.7%
-24.1%
自由现金流更多
TROX
多$40.6M
$12.4M
两年增速更快
LXFR
近两年复合增速
-2.9%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $90.7M | $730.0M |
| 净利润 | $-3.1M | $-176.0M |
| 毛利率 | 24.4% | 5.3% |
| 营业利润率 | 3.6% | -15.6% |
| 净利率 | -3.4% | -24.1% |
| 营收同比 | -12.3% | 8.0% |
| 净利润同比 | -188.6% | -486.7% |
| 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LXFRTROX
| Q4 25 | $90.7M | $730.0M | ||
| Q3 25 | $92.9M | $699.0M | ||
| Q2 25 | $104.0M | $731.0M | ||
| Q1 25 | $97.0M | $738.0M | ||
| Q4 24 | $103.4M | $676.0M | ||
| Q3 24 | $99.4M | $804.0M | ||
| Q2 24 | $99.7M | $820.0M | ||
| Q1 24 | $89.4M | $774.0M |
净利润LXFRTROX
| Q4 25 | $-3.1M | $-176.0M | ||
| Q3 25 | $2.7M | $-99.0M | ||
| Q2 25 | $2.6M | $-84.0M | ||
| Q1 25 | $5.5M | $-111.0M | ||
| Q4 24 | $3.5M | $-30.0M | ||
| Q3 24 | $12.7M | $-25.0M | ||
| Q2 24 | $-500.0K | $16.0M | ||
| Q1 24 | $2.7M | $-9.0M |
毛利率LXFRTROX
| Q4 25 | 24.4% | 5.3% | ||
| Q3 25 | 23.4% | 7.4% | ||
| Q2 25 | 23.1% | 10.8% | ||
| Q1 25 | 22.1% | 13.4% | ||
| Q4 24 | 22.1% | 17.3% | ||
| Q3 24 | 22.5% | 15.9% | ||
| Q2 24 | 22.1% | 18.3% | ||
| Q1 24 | 20.6% | 15.5% |
营业利润率LXFRTROX
| Q4 25 | 3.6% | -15.6% | ||
| Q3 25 | 5.8% | -6.2% | ||
| Q2 25 | 7.4% | -4.8% | ||
| Q1 25 | 7.8% | -8.3% | ||
| Q4 24 | 3.9% | 7.1% | ||
| Q3 24 | 17.5% | 6.7% | ||
| Q2 24 | 3.8% | 9.3% | ||
| Q1 24 | 5.5% | 5.3% |
净利率LXFRTROX
| Q4 25 | -3.4% | -24.1% | ||
| Q3 25 | 2.9% | -14.2% | ||
| Q2 25 | 2.5% | -11.5% | ||
| Q1 25 | 5.7% | -15.0% | ||
| Q4 24 | 3.4% | -4.4% | ||
| Q3 24 | 12.8% | -3.1% | ||
| Q2 24 | -0.5% | 2.0% | ||
| Q1 24 | 3.0% | -1.2% |
每股收益（稀释后）LXFRTROX
| Q4 25 | $-0.12 | $-1.11 | ||
| Q3 25 | $0.10 | $-0.63 | ||
| Q2 25 | $0.10 | $-0.53 | ||
| Q1 25 | $0.20 | $-0.70 | ||
| Q4 24 | $0.13 | $-0.19 | ||
| Q3 24 | $0.47 | $-0.16 | ||
| Q2 24 | $-0.02 | $0.10 | ||
| Q1 24 | $0.10 | $-0.06 |
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 | $199.0M |
| 总债务越低越好 | $39.4M | $3.1B |
| 股东权益账面价值 | $226.4M | $1.4B |
| 总资产 | $369.7M | $6.2B |
| 负债/权益比越低杠杆越低 | 0.17× | 2.21× |
8季度趋势，按日历期对齐
现金及短期投资LXFRTROX
| Q4 25 | $8.3M | $199.0M | ||
| Q3 25 | $6.0M | $185.0M | ||
| Q2 25 | $4.4M | $132.0M | ||
| Q1 25 | $4.1M | $138.0M | ||
| Q4 24 | $4.1M | $151.0M | ||
| Q3 24 | $3.5M | $167.0M | ||
| Q2 24 | $4.3M | $201.0M | ||
| Q1 24 | $6.8M | $152.0M |
总债务LXFRTROX
| Q4 25 | $39.4M | $3.1B | ||
| Q3 25 | $43.3M | $3.1B | ||
| Q2 25 | $52.6M | $2.7B | ||
| Q1 25 | $46.0M | $2.8B | ||
| Q4 24 | $45.1M | $2.8B | ||
| Q3 24 | $69.5M | $2.8B | ||
| Q2 24 | $74.2M | $2.8B | ||
| Q1 24 | $78.4M | $2.8B |
股东权益LXFRTROX
| Q4 25 | $226.4M | $1.4B | ||
| Q3 25 | $231.6M | $1.6B | ||
| Q2 25 | $237.7M | $1.6B | ||
| Q1 25 | $226.7M | $1.7B | ||
| Q4 24 | $219.5M | $1.8B | ||
| Q3 24 | $225.1M | $1.9B | ||
| Q2 24 | $206.3M | $1.9B | ||
| Q1 24 | $210.3M | $1.9B |
总资产LXFRTROX
| Q4 25 | $369.7M | $6.2B | ||
| Q3 25 | $377.4M | $6.3B | ||
| Q2 25 | $399.2M | $6.2B | ||
| Q1 25 | $385.2M | $6.1B | ||
| Q4 24 | $382.4M | $6.0B | ||
| Q3 24 | $404.8M | $6.2B | ||
| Q2 24 | $379.8M | $6.1B | ||
| Q1 24 | $386.0M | $6.0B |
负债/权益比LXFRTROX
| Q4 25 | 0.17× | 2.21× | ||
| Q3 25 | 0.19× | 2.01× | ||
| Q2 25 | 0.22× | 1.67× | ||
| Q1 25 | 0.20× | 1.64× | ||
| Q4 24 | 0.21× | 1.57× | ||
| Q3 24 | 0.31× | 1.45× | ||
| Q2 24 | 0.36× | 1.47× | ||
| Q1 24 | 0.37× | 1.48× |
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 | $121.0M |
| 自由现金流经营现金流 - 资本支出 | $12.4M | $53.0M |
| 自由现金流率自由现金流/营收 | 13.7% | 7.3% |
| 资本支出强度资本支出/营收 | 3.5% | 9.3% |
| 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 | $-281.0M |
8季度趋势，按日历期对齐
经营现金流LXFRTROX
| Q4 25 | $15.6M | $121.0M | ||
| Q3 25 | $11.8M | $-57.0M | ||
| Q2 25 | $1.2M | $28.0M | ||
| Q1 25 | $5.4M | $-32.0M | ||
| Q4 24 | $25.5M | $82.0M | ||
| Q3 24 | $13.0M | $87.0M | ||
| Q2 24 | $8.9M | $160.0M | ||
| Q1 24 | $3.7M | $-29.0M |
自由现金流LXFRTROX
| Q4 25 | $12.4M | $53.0M | ||
| Q3 25 | $10.3M | $-137.0M | ||
| Q2 25 | $-700.0K | $-55.0M | ||
| Q1 25 | $4.2M | $-142.0M | ||
| Q4 24 | $22.5M | $-35.0M | ||
| Q3 24 | $9.8M | $-14.0M | ||
| Q2 24 | $6.2M | $84.0M | ||
| Q1 24 | $2.3M | $-105.0M |
自由现金流率LXFRTROX
| Q4 25 | 13.7% | 7.3% | ||
| Q3 25 | 11.1% | -19.6% | ||
| Q2 25 | -0.7% | -7.5% | ||
| Q1 25 | 4.3% | -19.2% | ||
| Q4 24 | 21.8% | -5.2% | ||
| Q3 24 | 9.9% | -1.7% | ||
| Q2 24 | 6.2% | 10.2% | ||
| Q1 24 | 2.6% | -13.6% |
资本支出强度LXFRTROX
| Q4 25 | 3.5% | 9.3% | ||
| Q3 25 | 1.6% | 11.4% | ||
| Q2 25 | 1.8% | 11.4% | ||
| Q1 25 | 1.2% | 14.9% | ||
| Q4 24 | 2.9% | 17.3% | ||
| Q3 24 | 3.2% | 12.6% | ||
| Q2 24 | 2.7% | 9.3% | ||
| Q1 24 | 1.6% | 9.8% |
现金转化率LXFRTROX
| Q4 25 | — | — | ||
| Q3 25 | 4.37× | — | ||
| Q2 25 | 0.46× | — | ||
| Q1 25 | 0.98× | — | ||
| Q4 24 | 7.29× | — | ||
| Q3 24 | 1.02× | — | ||
| Q2 24 | — | 10.00× | ||
| Q1 24 | 1.37× | — |
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
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% |
TROX
| Ti O2 | $577.0M | 79% |
| Zircon | $78.0M | 11% |
| Idle Facility And Lower Of Cost Or Net Realizable Value Charges | $42.0M | 6% |
| Other | $20.0M | 3% |
| MGT | $13.0M | 2% |
