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利安德巴塞尔(LYB)与Raymond James Financial(RJF)财务数据对比。点击上方公司名可切换其他公司
利安德巴塞尔的季度营收约是Raymond James Financial的1.8倍($7.1B vs $3.9B),Raymond James Financial净利率更高(14.1% vs -2.0%,领先16.1%),Raymond James Financial同比增速更快(13.0% vs -25.3%),过去两年Raymond James Financial的营收复合增速更高(1.3% vs -15.5%)
利安德巴塞尔是跨国化工巨头,注册地位于荷兰,美国业务总部设在得克萨斯州休斯敦,在英国伦敦设有办事处。作为全球最大的聚乙烯、聚丙烯技术授权商,公司还生产乙烯、丙烯、聚烯烃、氧化燃料等各类化工产品。
雷蒙德詹姆斯金融是美国跨国独立投资银行及金融服务机构,通过旗下子公司为个人、企业及市政主体提供多元金融服务,核心业务覆盖投资与财务规划、投资银行、资产管理等领域,总部位于美国佛罗里达州圣彼得堡。
LYB vs RJF — 直观对比
营收规模更大
LYB
是对方的1.8倍
$3.9B
营收增速更快
RJF
高出38.3%
-25.3%
净利率更高
RJF
高出16.1%
-2.0%
两年增速更快
RJF
近两年复合增速
-15.5%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $7.1B | $3.9B |
| 净利润 | $-140.0M | $544.0M |
| 毛利率 | 4.7% | — |
| 营业利润率 | -1.2% | — |
| 净利率 | -2.0% | 14.1% |
| 营收同比 | -25.3% | 13.0% |
| 净利润同比 | 76.8% | 10.0% |
| 每股收益(稀释后) | $-0.45 | $2.83 |
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
LYB
RJF
| Q1 26 | — | $3.9B | ||
| Q4 25 | $7.1B | $4.2B | ||
| Q3 25 | $7.7B | $4.2B | ||
| Q2 25 | $7.7B | $3.8B | ||
| Q1 25 | $7.7B | $3.8B | ||
| Q4 24 | $9.5B | $4.0B | ||
| Q3 24 | $10.3B | $4.0B | ||
| Q2 24 | $10.6B | $3.8B |
净利润
LYB
RJF
| Q1 26 | — | $544.0M | ||
| Q4 25 | $-140.0M | $563.0M | ||
| Q3 25 | $-890.0M | $604.0M | ||
| Q2 25 | $115.0M | $436.0M | ||
| Q1 25 | $177.0M | $495.0M | ||
| Q4 24 | $-603.0M | $600.0M | ||
| Q3 24 | $573.0M | $602.0M | ||
| Q2 24 | $924.0M | $492.0M |
毛利率
LYB
RJF
| Q1 26 | — | — | ||
| Q4 25 | 4.7% | — | ||
| Q3 25 | 11.7% | — | ||
| Q2 25 | 10.3% | — | ||
| Q1 25 | 7.2% | — | ||
| Q4 24 | 7.9% | — | ||
| Q3 24 | 12.0% | — | ||
| Q2 24 | 13.4% | — |
营业利润率
LYB
RJF
| Q1 26 | — | — | ||
| Q4 25 | -1.2% | — | ||
| Q3 25 | -9.5% | — | ||
| Q2 25 | 3.7% | 14.7% | ||
| Q1 25 | 1.5% | 17.5% | ||
| Q4 24 | -6.9% | 18.6% | ||
| Q3 24 | 7.8% | — | ||
| Q2 24 | 9.2% | 17.1% |
净利率
LYB
RJF
| Q1 26 | — | 14.1% | ||
| Q4 25 | -2.0% | 13.5% | ||
| Q3 25 | -11.5% | 14.4% | ||
| Q2 25 | 1.5% | 11.3% | ||
| Q1 25 | 2.3% | 12.9% | ||
| Q4 24 | -6.3% | 14.9% | ||
| Q3 24 | 5.6% | 15.0% | ||
| Q2 24 | 8.8% | 13.1% |
每股收益(稀释后)
LYB
RJF
| Q1 26 | — | $2.83 | ||
| Q4 25 | $-0.45 | $2.79 | ||
| Q3 25 | $-2.77 | $2.96 | ||
| Q2 25 | $0.34 | $2.12 | ||
| Q1 25 | $0.54 | $2.36 | ||
| Q4 24 | $-1.86 | $2.86 | ||
| Q3 24 | $1.75 | $2.85 | ||
| Q2 24 | $2.82 | $2.31 |
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 | $5.5B | $5.4B |
| 总债务越低越好 | $12.1B | — |
| 股东权益账面价值 | $10.1B | $52.0M |
| 总资产 | $34.0B | $91.9B |
| 负债/权益比越低杠杆越低 | 1.20× | — |
8季度趋势,按日历期对齐
现金及短期投资
LYB
RJF
| Q1 26 | — | $5.4B | ||
| Q4 25 | $5.5B | $9.9B | ||
| Q3 25 | $2.5B | $11.4B | ||
| Q2 25 | $2.5B | $9.2B | ||
| Q1 25 | $3.0B | $9.7B | ||
| Q4 24 | $6.0B | $10.0B | ||
| Q3 24 | $4.3B | $11.0B | ||
| Q2 24 | $4.7B | $9.1B |
总债务
LYB
RJF
| Q1 26 | — | — | ||
| Q4 25 | $12.1B | — | ||
| Q3 25 | $10.6B | — | ||
| Q2 25 | $11.2B | — | ||
| Q1 25 | $10.6B | — | ||
| Q4 24 | $10.5B | — | ||
| Q3 24 | $11.1B | — | ||
| Q2 24 | $11.0B | — |
股东权益
LYB
RJF
| Q1 26 | — | $52.0M | ||
| Q4 25 | $10.1B | $12.6B | ||
| Q3 25 | $10.6B | $12.5B | ||
| Q2 25 | $11.9B | $12.3B | ||
| Q1 25 | $12.2B | $12.2B | ||
| Q4 24 | $12.5B | $11.9B | ||
| Q3 24 | $13.7B | $11.7B | ||
| Q2 24 | $13.4B | $11.2B |
总资产
LYB
RJF
| Q1 26 | — | $91.9B | ||
| Q4 25 | $34.0B | $88.8B | ||
| Q3 25 | $33.8B | $88.2B | ||
| Q2 25 | $35.4B | $84.8B | ||
| Q1 25 | $35.2B | $83.1B | ||
| Q4 24 | $35.7B | $82.3B | ||
| Q3 24 | $37.3B | $83.0B | ||
| Q2 24 | $37.1B | $80.6B |
负债/权益比
LYB
RJF
| Q1 26 | — | — | ||
| Q4 25 | 1.20× | — | ||
| Q3 25 | 1.00× | — | ||
| Q2 25 | 0.94× | — | ||
| Q1 25 | 0.87× | — | ||
| Q4 24 | 0.85× | — | ||
| Q3 24 | 0.81× | — | ||
| Q2 24 | 0.82× | — |
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 | $1.5B | — |
| 自由现金流经营现金流 - 资本支出 | $1.1B | — |
| 自由现金流率自由现金流/营收 | 14.9% | — |
| 资本支出强度资本支出/营收 | 6.3% | — |
| 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 | $384.0M | — |
8季度趋势,按日历期对齐
经营现金流
LYB
RJF
| Q1 26 | — | — | ||
| Q4 25 | $1.5B | $-10.0M | ||
| Q3 25 | $983.0M | $796.0M | ||
| Q2 25 | $351.0M | $691.0M | ||
| Q1 25 | $-579.0M | $117.0M | ||
| Q4 24 | $1.9B | $830.0M | ||
| Q3 24 | $670.0M | $510.0M | ||
| Q2 24 | $1.3B | $711.0M |
自由现金流
LYB
RJF
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $-56.0M | ||
| Q3 25 | $577.0M | $752.0M | ||
| Q2 25 | $-188.0M | $634.0M | ||
| Q1 25 | $-1.1B | $71.0M | ||
| Q4 24 | $1.4B | $789.0M | ||
| Q3 24 | $302.0M | $460.0M | ||
| Q2 24 | $864.0M | $655.0M |
自由现金流率
LYB
RJF
| Q1 26 | — | — | ||
| Q4 25 | 14.9% | -1.3% | ||
| Q3 25 | 7.5% | 17.9% | ||
| Q2 25 | -2.5% | 16.5% | ||
| Q1 25 | -13.8% | 1.8% | ||
| Q4 24 | 14.9% | 19.6% | ||
| Q3 24 | 2.9% | 11.5% | ||
| Q2 24 | 8.2% | 17.4% |
资本支出强度
LYB
RJF
| Q1 26 | — | — | ||
| Q4 25 | 6.3% | 1.1% | ||
| Q3 25 | 5.3% | 1.1% | ||
| Q2 25 | 7.0% | 1.5% | ||
| Q1 25 | 6.3% | 1.2% | ||
| Q4 24 | 5.3% | 1.0% | ||
| Q3 24 | 3.6% | 1.2% | ||
| Q2 24 | 4.6% | 1.5% |
现金转化率
LYB
RJF
| Q1 26 | — | — | ||
| Q4 25 | — | -0.02× | ||
| Q3 25 | — | 1.32× | ||
| Q2 25 | 3.05× | 1.58× | ||
| Q1 25 | -3.27× | 0.24× | ||
| Q4 24 | — | 1.38× | ||
| Q3 24 | 1.17× | 0.85× | ||
| Q2 24 | 1.46× | 1.45× |
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
LYB
| Polypropylene | $1.3B | 18% |
| Oxyfuels And Related Products | $1.3B | 18% |
| Olefins And Co Products | $1.1B | 15% |
| Advanced Polymer Solutions | $774.0M | 11% |
| Po And Derivatives | $497.0M | 7% |
| Other | $492.0M | 7% |
| DE | $440.0M | 6% |
| MX | $353.0M | 5% |
| Intermediate Chemicals | $341.0M | 5% |
| Discontinued Operations Disposed Of By Means Other Than Sale | $265.0M | 4% |
| Other Products | $199.0M | 3% |
| Related Party | $126.0M | 2% |
RJF
| Private Client Group | $2.8B | 73% |
| Bank | $486.0M | 13% |
| Capital Markets | $464.0M | 12% |
| Other | $99.0M | 3% |