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乐至宝（LZB）与SOMNIGROUP INTERNATIONAL INC.（SGI）财务数据对比。点击上方公司名可切换其他公司
SOMNIGROUP INTERNATIONAL INC.的季度营收约是乐至宝的3.4倍（$1.9B vs $541.6M）。SOMNIGROUP INTERNATIONAL INC.净利率更高（7.5% vs 4.0%，领先3.5%）。SOMNIGROUP INTERNATIONAL INC.同比增速更快（54.7% vs 3.8%）。乐至宝自由现金流更多（$71.6M vs $41.1M）。过去两年SOMNIGROUP INTERNATIONAL INC.的营收复合增速更高（25.3% vs -1.1%）
La-Z-Boy是总部位于美国密歇根州门罗的家具制造企业，主打居家家具产品，涵盖软垫 recliner、沙发、固定座椅、升降椅、沙发床等品类，全球员工规模超过11000人，是休闲家居领域的知名品牌。
SOMNIGROUP INTERNATIONAL INC.是一家美国知名寝具制造企业，主营床垫及各类床上用品的研发、设计、生产与销售，旗下产品兼顾舒适体验与实用性能，供应美国本土及多个海外市场，在民用寝具领域拥有稳定的市场认可度。
LZB vs SGI — 直观对比
营收规模更大
SGI
是对方的3.4倍
$541.6M
营收增速更快
SGI
高出50.9%
3.8%
净利率更高
SGI
高出3.5%
4.0%
自由现金流更多
LZB
多$30.5M
$41.1M
两年增速更快
SGI
近两年复合增速
-1.1%
损益表 — Q3 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $541.6M | $1.9B |
| 净利润 | $21.6M | $140.8M |
| 毛利率 | 43.1% | 44.0% |
| 营业利润率 | 5.5% | 13.2% |
| 净利率 | 4.0% | 7.5% |
| 营收同比 | 3.8% | 54.7% |
| 净利润同比 | -23.8% | 95.8% |
| 每股收益（稀释后） | $0.52 | $0.71 |
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LZBSGI
| Q1 26 | $541.6M | — | ||
| Q4 25 | $522.5M | $1.9B | ||
| Q3 25 | $492.2M | $2.1B | ||
| Q2 25 | $570.9M | $1.9B | ||
| Q1 25 | $521.8M | $1.6B | ||
| Q4 24 | $521.0M | $1.2B | ||
| Q3 24 | $495.5M | $1.3B | ||
| Q2 24 | $553.5M | $1.2B |
净利润LZBSGI
| Q1 26 | $21.6M | — | ||
| Q4 25 | $28.9M | $140.8M | ||
| Q3 25 | $18.2M | $177.4M | ||
| Q2 25 | $14.9M | $99.0M | ||
| Q1 25 | $28.4M | $-33.1M | ||
| Q4 24 | $30.0M | $71.9M | ||
| Q3 24 | $26.2M | $130.0M | ||
| Q2 24 | $39.3M | $106.1M |
毛利率LZBSGI
| Q1 26 | 43.1% | — | ||
| Q4 25 | 44.2% | 44.0% | ||
| Q3 25 | 42.5% | 44.9% | ||
| Q2 25 | 44.0% | 44.0% | ||
| Q1 25 | 44.3% | 36.2% | ||
| Q4 24 | 44.3% | 43.3% | ||
| Q3 24 | 43.1% | 45.4% | ||
| Q2 24 | 43.4% | 44.9% |
营业利润率LZBSGI
| Q1 26 | 5.5% | — | ||
| Q4 25 | 6.9% | 13.2% | ||
| Q3 25 | 4.5% | 14.8% | ||
| Q2 25 | 5.2% | 9.6% | ||
| Q1 25 | 6.7% | 0.8% | ||
| Q4 24 | 7.4% | 10.6% | ||
| Q3 24 | 6.5% | 15.5% | ||
| Q2 24 | 9.1% | 14.0% |
净利率LZBSGI
| Q1 26 | 4.0% | — | ||
| Q4 25 | 5.5% | 7.5% | ||
| Q3 25 | 3.7% | 8.4% | ||
| Q2 25 | 2.6% | 5.3% | ||
| Q1 25 | 5.4% | -2.1% | ||
| Q4 24 | 5.8% | 6.0% | ||
| Q3 24 | 5.3% | 10.0% | ||
| Q2 24 | 7.1% | 8.6% |
每股收益（稀释后）LZBSGI
| Q1 26 | $0.52 | — | ||
| Q4 25 | $0.70 | $0.71 | ||
| Q3 25 | $0.44 | $0.83 | ||
| Q2 25 | $0.35 | $0.47 | ||
| Q1 25 | $0.68 | $-0.17 | ||
| Q4 24 | $0.71 | $0.40 | ||
| Q3 24 | $0.61 | $0.73 | ||
| Q2 24 | $0.91 | $0.60 |
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 | $306.1M | — |
| 总债务越低越好 | — | $4.6B |
| 股东权益账面价值 | $1.0B | $3.1B |
| 总资产 | $2.1B | $11.6B |
| 负债/权益比越低杠杆越低 | — | 1.47× |
8季度趋势，按日历期对齐
现金及短期投资LZBSGI
| Q1 26 | $306.1M | — | ||
| Q4 25 | $338.5M | — | ||
| Q3 25 | $318.5M | — | ||
| Q2 25 | $328.4M | — | ||
| Q1 25 | $314.6M | — | ||
| Q4 24 | $303.1M | — | ||
| Q3 24 | $342.3M | — | ||
| Q2 24 | $341.1M | — |
总债务LZBSGI
| Q1 26 | — | — | ||
| Q4 25 | — | $4.6B | ||
| Q3 25 | — | $4.5B | ||
| Q2 25 | — | $4.8B | ||
| Q1 25 | — | $4.9B | ||
| Q4 24 | — | $3.7B | ||
| Q3 24 | — | $2.2B | ||
| Q2 24 | — | $2.4B |
股东权益LZBSGI
| Q1 26 | $1.0B | — | ||
| Q4 25 | $1.0B | $3.1B | ||
| Q3 25 | $1.0B | $3.0B | ||
| Q2 25 | $1.0B | $2.8B | ||
| Q1 25 | $1.0B | $2.7B | ||
| Q4 24 | $1.0B | $559.0M | ||
| Q3 24 | $999.2M | $564.5M | ||
| Q2 24 | $1.0B | $411.8M |
总资产LZBSGI
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.0B | $11.6B | ||
| Q3 25 | $1.9B | $11.4B | ||
| Q2 25 | $1.9B | $11.4B | ||
| Q1 25 | $2.0B | $11.3B | ||
| Q4 24 | $1.9B | $6.0B | ||
| Q3 24 | $1.9B | $4.6B | ||
| Q2 24 | $1.9B | $4.6B |
负债/权益比LZBSGI
| Q1 26 | — | — | ||
| Q4 25 | — | 1.47× | ||
| Q3 25 | — | 1.51× | ||
| Q2 25 | — | 1.69× | ||
| Q1 25 | — | 1.79× | ||
| Q4 24 | — | 6.69× | ||
| Q3 24 | — | 3.95× | ||
| Q2 24 | — | 5.92× |
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 | $89.4M | $99.4M |
| 自由现金流经营现金流 - 资本支出 | $71.6M | $41.1M |
| 自由现金流率自由现金流/营收 | 13.2% | 2.2% |
| 资本支出强度资本支出/营收 | 3.3% | 3.1% |
| 现金转化率经营现金流/净利润 | 4.13× | 0.71× |
| 过去12个月自由现金流最近4个季度 | $158.2M | $633.2M |
8季度趋势，按日历期对齐
经营现金流LZBSGI
| Q1 26 | $89.4M | — | ||
| Q4 25 | $50.0M | $99.4M | ||
| Q3 25 | $36.3M | $408.2M | ||
| Q2 25 | $62.0M | $186.1M | ||
| Q1 25 | $57.0M | $106.4M | ||
| Q4 24 | $15.9M | $129.1M | ||
| Q3 24 | $52.3M | $256.6M | ||
| Q2 24 | $52.8M | $150.6M |
自由现金流LZBSGI
| Q1 26 | $71.6M | — | ||
| Q4 25 | $29.6M | $41.1M | ||
| Q3 25 | $17.8M | $360.3M | ||
| Q2 25 | $39.3M | $149.4M | ||
| Q1 25 | $38.2M | $82.4M | ||
| Q4 24 | $-1.2M | $108.2M | ||
| Q3 24 | $36.7M | $240.2M | ||
| Q2 24 | $37.3M | $122.1M |
自由现金流率LZBSGI
| Q1 26 | 13.2% | — | ||
| Q4 25 | 5.7% | 2.2% | ||
| Q3 25 | 3.6% | 17.0% | ||
| Q2 25 | 6.9% | 7.9% | ||
| Q1 25 | 7.3% | 5.1% | ||
| Q4 24 | -0.2% | 9.0% | ||
| Q3 24 | 7.4% | 18.5% | ||
| Q2 24 | 6.7% | 9.9% |
资本支出强度LZBSGI
| Q1 26 | 3.3% | — | ||
| Q4 25 | 3.9% | 3.1% | ||
| Q3 25 | 3.8% | 2.3% | ||
| Q2 25 | 4.0% | 2.0% | ||
| Q1 25 | 3.6% | 1.5% | ||
| Q4 24 | 3.3% | 1.7% | ||
| Q3 24 | 3.2% | 1.3% | ||
| Q2 24 | 2.8% | 2.3% |
现金转化率LZBSGI
| Q1 26 | 4.13× | — | ||
| Q4 25 | 1.73× | 0.71× | ||
| Q3 25 | 1.99× | 2.30× | ||
| Q2 25 | 4.15× | 1.88× | ||
| Q1 25 | 2.01× | — | ||
| Q4 24 | 0.53× | 1.80× | ||
| Q3 24 | 2.00× | 1.97× | ||
| Q2 24 | 1.34× | 1.42× |
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
LZB
| Stationary Upholstery Furniture | $286.2M | 53% |
| Retail Segment | $251.9M | 47% |
SGI
| Mattress Firm Segment | $892.1M | 48% |
| Tempur Sealy North America Segment | $620.5M | 33% |
| Tempur Sealy International Segment | $355.8M | 19% |
