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Arcosa, Inc.（ACA）与LOUISIANA-PACIFIC CORP（LPX）财务数据对比。点击上方公司名可切换其他公司
Arcosa, Inc.的季度营收约是LOUISIANA-PACIFIC CORP的1.3倍（$716.7M vs $566.0M），Arcosa, Inc.净利率更高（7.3% vs -1.4%，领先8.7%），Arcosa, Inc.同比增速更快（7.6% vs -16.9%），Arcosa, Inc.自由现金流更多（$55.8M vs $-8.0M），过去两年Arcosa, Inc.的营收复合增速更高（9.4% vs -11.6%）
Arcosa, Inc.是一家基础设施相关产品及解决方案提供商，业务覆盖建筑、能源、交通三大核心板块，主营公用设施结构件、建筑集料、交通零部件等产品，主要面向北美市场客户，为各类关键基础设施建设项目提供支持。
路易斯安那-太平洋公司（简称LP）是美国知名建材制造商，成立于1973年，是美国定向结构刨花板（OSB）生产的开创者，总部现位于田纳西州纳什维尔。作为全球最大的OSB生产商，公司还生产工程木建材产品，通过建材分销商、经销商及家居零售中心向建筑商和业主供货。
ACA vs LPX — 直观对比
营收规模更大
ACA
是对方的1.3倍
$566.0M
营收增速更快
ACA
高出24.5%
-16.9%
净利率更高
ACA
高出8.7%
-1.4%
自由现金流更多
ACA
多$63.8M
$-8.0M
两年增速更快
ACA
近两年复合增速
-11.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $716.7M | $566.0M |
| 净利润 | $52.1M | $-8.0M |
| 毛利率 | 22.9% | 15.0% |
| 营业利润率 | 11.0% | -1.6% |
| 净利率 | 7.3% | -1.4% |
| 营收同比 | 7.6% | -16.9% |
| 净利润同比 | 776.6% | -112.9% |
| 每股收益（稀释后） | $1.06 | $-0.12 |
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ACALPX
| Q4 25 | $716.7M | $566.0M | ||
| Q3 25 | $797.8M | $663.0M | ||
| Q2 25 | $736.9M | $755.0M | ||
| Q1 25 | $632.0M | $724.0M | ||
| Q4 24 | $666.2M | $681.0M | ||
| Q3 24 | $640.4M | $722.0M | ||
| Q2 24 | $664.7M | $814.0M | ||
| Q1 24 | $598.6M | $724.0M |
净利润ACALPX
| Q4 25 | $52.1M | $-8.0M | ||
| Q3 25 | $73.0M | $9.0M | ||
| Q2 25 | $59.7M | $54.0M | ||
| Q1 25 | $23.6M | $91.0M | ||
| Q4 24 | $-7.7M | $62.0M | ||
| Q3 24 | $16.6M | $90.0M | ||
| Q2 24 | $45.6M | $160.0M | ||
| Q1 24 | $39.2M | $108.0M |
毛利率ACALPX
| Q4 25 | 22.9% | 15.0% | ||
| Q3 25 | 24.1% | 19.5% | ||
| Q2 25 | 22.5% | 23.6% | ||
| Q1 25 | 19.8% | 27.2% | ||
| Q4 24 | 19.3% | 23.8% | ||
| Q3 24 | 21.3% | 26.7% | ||
| Q2 24 | 20.8% | 32.3% | ||
| Q1 24 | 18.6% | 29.6% |
营业利润率ACALPX
| Q4 25 | 11.0% | -1.6% | ||
| Q3 25 | 14.1% | 2.7% | ||
| Q2 25 | 12.9% | 10.6% | ||
| Q1 25 | 8.8% | 16.6% | ||
| Q4 24 | 6.5% | 11.0% | ||
| Q3 24 | 5.3% | 16.1% | ||
| Q2 24 | 10.1% | 23.8% | ||
| Q1 24 | 8.9% | 20.0% |
净利率ACALPX
| Q4 25 | 7.3% | -1.4% | ||
| Q3 25 | 9.2% | 1.4% | ||
| Q2 25 | 8.1% | 7.2% | ||
| Q1 25 | 3.7% | 12.6% | ||
| Q4 24 | -1.2% | 9.1% | ||
| Q3 24 | 2.6% | 12.5% | ||
| Q2 24 | 6.9% | 19.7% | ||
| Q1 24 | 6.5% | 14.9% |
每股收益（稀释后）ACALPX
| Q4 25 | $1.06 | $-0.12 | ||
| Q3 25 | $1.48 | $0.13 | ||
| Q2 25 | $1.22 | $0.77 | ||
| Q1 25 | $0.48 | $1.30 | ||
| Q4 24 | $-0.16 | $0.90 | ||
| Q3 24 | $0.34 | $1.28 | ||
| Q2 24 | $0.93 | $2.23 | ||
| Q1 24 | $0.80 | $1.48 |
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 | $214.6M | $292.0M |
| 总债务越低越好 | $1.5B | $348.0M |
| 股东权益账面价值 | $2.6B | $1.7B |
| 总资产 | $5.0B | $2.6B |
| 负债/权益比越低杠杆越低 | 0.57× | 0.20× |
8季度趋势，按日历期对齐
现金及短期投资ACALPX
| Q4 25 | $214.6M | $292.0M | ||
| Q3 25 | $220.0M | $316.0M | ||
| Q2 25 | $189.7M | $333.0M | ||
| Q1 25 | $167.9M | $256.0M | ||
| Q4 24 | $187.3M | $340.0M | ||
| Q3 24 | $756.8M | $346.0M | ||
| Q2 24 | $103.7M | $317.0M | ||
| Q1 24 | $176.5M | $244.0M |
总债务ACALPX
| Q4 25 | $1.5B | $348.0M | ||
| Q3 25 | $1.6B | $348.0M | ||
| Q2 25 | $1.7B | $348.0M | ||
| Q1 25 | $1.7B | $348.0M | ||
| Q4 24 | $1.7B | $348.0M | ||
| Q3 24 | $1.2B | $347.0M | ||
| Q2 24 | $699.9M | $347.0M | ||
| Q1 24 | $600.6M | $347.0M |
股东权益ACALPX
| Q4 25 | $2.6B | $1.7B | ||
| Q3 25 | $2.6B | $1.7B | ||
| Q2 25 | $2.5B | $1.7B | ||
| Q1 25 | $2.5B | $1.7B | ||
| Q4 24 | $2.4B | $1.7B | ||
| Q3 24 | $2.4B | $1.7B | ||
| Q2 24 | $2.4B | $1.7B | ||
| Q1 24 | $2.4B | $1.6B |
总资产ACALPX
| Q4 25 | $5.0B | $2.6B | ||
| Q3 25 | $5.1B | $2.6B | ||
| Q2 25 | $5.0B | $2.7B | ||
| Q1 25 | $4.9B | $2.6B | ||
| Q4 24 | $4.9B | $2.6B | ||
| Q3 24 | $4.4B | $2.6B | ||
| Q2 24 | $3.8B | $2.5B | ||
| Q1 24 | $3.7B | $2.5B |
负债/权益比ACALPX
| Q4 25 | 0.57× | 0.20× | ||
| Q3 25 | 0.61× | 0.20× | ||
| Q2 25 | 0.67× | 0.20× | ||
| Q1 25 | 0.68× | 0.21× | ||
| Q4 24 | 0.69× | 0.21× | ||
| Q3 24 | 0.51× | 0.21× | ||
| Q2 24 | 0.29× | 0.21× | ||
| Q1 24 | 0.25× | 0.21× |
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 | $120.0M | $67.0M |
| 自由现金流经营现金流 - 资本支出 | $55.8M | $-8.0M |
| 自由现金流率自由现金流/营收 | 7.8% | -1.4% |
| 资本支出强度资本支出/营收 | 9.0% | 13.3% |
| 现金转化率经营现金流/净利润 | 2.30× | — |
| 过去12个月自由现金流最近4个季度 | $175.5M | $91.0M |
8季度趋势，按日历期对齐
经营现金流ACALPX
| Q4 25 | $120.0M | $67.0M | ||
| Q3 25 | $160.6M | $89.0M | ||
| Q2 25 | $61.2M | $162.0M | ||
| Q1 25 | $-700.0K | $64.0M | ||
| Q4 24 | $248.2M | $105.0M | ||
| Q3 24 | $135.0M | $183.0M | ||
| Q2 24 | $38.3M | $212.0M | ||
| Q1 24 | $80.5M | $105.0M |
自由现金流ACALPX
| Q4 25 | $55.8M | $-8.0M | ||
| Q3 25 | $121.0M | $5.0M | ||
| Q2 25 | $33.4M | $94.0M | ||
| Q1 25 | $-34.7M | $0 | ||
| Q4 24 | $194.9M | $43.0M | ||
| Q3 24 | $100.6M | $139.0M | ||
| Q2 24 | $-9.3M | $176.0M | ||
| Q1 24 | $26.1M | $64.0M |
自由现金流率ACALPX
| Q4 25 | 7.8% | -1.4% | ||
| Q3 25 | 15.2% | 0.8% | ||
| Q2 25 | 4.5% | 12.5% | ||
| Q1 25 | -5.5% | 0.0% | ||
| Q4 24 | 29.3% | 6.3% | ||
| Q3 24 | 15.7% | 19.3% | ||
| Q2 24 | -1.4% | 21.6% | ||
| Q1 24 | 4.4% | 8.8% |
资本支出强度ACALPX
| Q4 25 | 9.0% | 13.3% | ||
| Q3 25 | 5.0% | 12.7% | ||
| Q2 25 | 3.8% | 9.0% | ||
| Q1 25 | 5.4% | 8.8% | ||
| Q4 24 | 8.0% | 9.1% | ||
| Q3 24 | 5.4% | 6.1% | ||
| Q2 24 | 7.2% | 4.4% | ||
| Q1 24 | 9.1% | 5.7% |
现金转化率ACALPX
| Q4 25 | 2.30× | — | ||
| Q3 25 | 2.20× | 9.89× | ||
| Q2 25 | 1.03× | 3.00× | ||
| Q1 25 | -0.03× | 0.70× | ||
| Q4 24 | — | 1.69× | ||
| Q3 24 | 8.13× | 2.03× | ||
| Q2 24 | 0.84× | 1.32× | ||
| Q1 24 | 2.05× | 0.97× |
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
ACA
| Engineered Structures | $301.1M | 42% |
| Total Construction Materials | $276.8M | 39% |
| Specialty Materials And Asphalt | $110.2M | 15% |
| Construction Site Support | $28.6M | 4% |
LPX
| OS Bvalueadd | $472.0M | 83% |
| Other | $84.0M | 15% |
| Otherproducts | $10.0M | 2% |
