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Alight, Inc.(ALIT)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
Alight, Inc.的季度营收约是LOUISIANA-PACIFIC CORP的1.2倍($653.0M vs $566.0M),LOUISIANA-PACIFIC CORP净利率更高(-1.4% vs -142.7%,领先141.3%),Alight, Inc.同比增速更快(-4.0% vs -16.9%),Alight, Inc.自由现金流更多($99.0M vs $-8.0M),过去两年Alight, Inc.的营收复合增速更高(8.1% vs -11.6%)
Alight公司是一家美国信息技术与咨询企业,专注于人力资源相关业务,主打基于云的系统服务、业务外包与咨询服务,为大型企业提供人力资本管理平台与外包方案,业务范围涵盖健康福利管理、财务管理以及退休规划等领域。
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。
ALIT vs LPX — 直观对比
营收规模更大
ALIT
是对方的1.2倍
$566.0M
营收增速更快
ALIT
高出12.9%
-16.9%
净利率更高
LPX
高出141.3%
-142.7%
自由现金流更多
ALIT
多$107.0M
$-8.0M
两年增速更快
ALIT
近两年复合增速
-11.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $653.0M | $566.0M |
| 净利润 | $-932.0M | $-8.0M |
| 毛利率 | 36.8% | 15.0% |
| 营业利润率 | -114.9% | -1.6% |
| 净利率 | -142.7% | -1.4% |
| 营收同比 | -4.0% | -16.9% |
| 净利润同比 | -11750.0% | -112.9% |
| 每股收益(稀释后) | $-1.77 | $-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
ALIT
LPX
| Q4 25 | $653.0M | $566.0M | ||
| Q3 25 | $533.0M | $663.0M | ||
| Q2 25 | $528.0M | $755.0M | ||
| Q1 25 | $548.0M | $724.0M | ||
| Q4 24 | $680.0M | $681.0M | ||
| Q3 24 | $555.0M | $722.0M | ||
| Q2 24 | $538.0M | $814.0M | ||
| Q1 24 | $559.0M | $724.0M |
净利润
ALIT
LPX
| Q4 25 | $-932.0M | $-8.0M | ||
| Q3 25 | $-1.1B | $9.0M | ||
| Q2 25 | $-1.1B | $54.0M | ||
| Q1 25 | $-25.0M | $91.0M | ||
| Q4 24 | $8.0M | $62.0M | ||
| Q3 24 | $-74.0M | $90.0M | ||
| Q2 24 | $23.0M | $160.0M | ||
| Q1 24 | $-114.0M | $108.0M |
毛利率
ALIT
LPX
| Q4 25 | 36.8% | 15.0% | ||
| Q3 25 | 33.4% | 19.5% | ||
| Q2 25 | 33.3% | 23.6% | ||
| Q1 25 | 31.2% | 27.2% | ||
| Q4 24 | 39.9% | 23.8% | ||
| Q3 24 | 31.4% | 26.7% | ||
| Q2 24 | 31.0% | 32.3% | ||
| Q1 24 | 32.6% | 29.6% |
营业利润率
ALIT
LPX
| Q4 25 | -114.9% | -1.6% | ||
| Q3 25 | -248.0% | 2.7% | ||
| Q2 25 | -191.3% | 10.6% | ||
| Q1 25 | -1.5% | 16.6% | ||
| Q4 24 | 6.5% | 11.0% | ||
| Q3 24 | -7.6% | 16.1% | ||
| Q2 24 | -9.7% | 23.8% | ||
| Q1 24 | -7.2% | 20.0% |
净利率
ALIT
LPX
| Q4 25 | -142.7% | -1.4% | ||
| Q3 25 | -200.2% | 1.4% | ||
| Q2 25 | -203.2% | 7.2% | ||
| Q1 25 | -4.6% | 12.6% | ||
| Q4 24 | 1.2% | 9.1% | ||
| Q3 24 | -13.3% | 12.5% | ||
| Q2 24 | 4.3% | 19.7% | ||
| Q1 24 | -20.4% | 14.9% |
每股收益(稀释后)
ALIT
LPX
| Q4 25 | $-1.77 | $-0.12 | ||
| Q3 25 | $-2.02 | $0.13 | ||
| Q2 25 | $-2.03 | $0.77 | ||
| Q1 25 | $-0.05 | $1.30 | ||
| Q4 24 | $0.02 | $0.90 | ||
| Q3 24 | $-0.14 | $1.28 | ||
| Q2 24 | $0.04 | $2.23 | ||
| Q1 24 | $-0.21 | $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 | $273.0M | $292.0M |
| 总债务越低越好 | $2.0B | $348.0M |
| 股东权益账面价值 | $1.0B | $1.7B |
| 总资产 | $4.6B | $2.6B |
| 负债/权益比越低杠杆越低 | 1.92× | 0.20× |
8季度趋势,按日历期对齐
现金及短期投资
ALIT
LPX
| Q4 25 | $273.0M | $292.0M | ||
| Q3 25 | $205.0M | $316.0M | ||
| Q2 25 | $227.0M | $333.0M | ||
| Q1 25 | $223.0M | $256.0M | ||
| Q4 24 | $343.0M | $340.0M | ||
| Q3 24 | $300.0M | $346.0M | ||
| Q2 24 | $183.0M | $317.0M | ||
| Q1 24 | $256.0M | $244.0M |
总债务
ALIT
LPX
| Q4 25 | $2.0B | $348.0M | ||
| Q3 25 | $2.0B | $348.0M | ||
| Q2 25 | $2.0B | $348.0M | ||
| Q1 25 | $2.0B | $348.0M | ||
| Q4 24 | $2.0B | $348.0M | ||
| Q3 24 | $2.0B | $347.0M | ||
| Q2 24 | $2.8B | $347.0M | ||
| Q1 24 | $2.8B | $347.0M |
股东权益
ALIT
LPX
| Q4 25 | $1.0B | $1.7B | ||
| Q3 25 | $2.0B | $1.7B | ||
| Q2 25 | $3.1B | $1.7B | ||
| Q1 25 | $4.2B | $1.7B | ||
| Q4 24 | $4.3B | $1.7B | ||
| Q3 24 | $4.3B | $1.7B | ||
| Q2 24 | $4.5B | $1.7B | ||
| Q1 24 | $4.5B | $1.6B |
总资产
ALIT
LPX
| Q4 25 | $4.6B | $2.6B | ||
| Q3 25 | $5.5B | $2.6B | ||
| Q2 25 | $6.8B | $2.7B | ||
| Q1 25 | $7.9B | $2.6B | ||
| Q4 24 | $8.2B | $2.6B | ||
| Q3 24 | $8.3B | $2.6B | ||
| Q2 24 | $10.5B | $2.5B | ||
| Q1 24 | $10.7B | $2.5B |
负债/权益比
ALIT
LPX
| Q4 25 | 1.92× | 0.20× | ||
| Q3 25 | 1.00× | 0.20× | ||
| Q2 25 | 0.65× | 0.20× | ||
| Q1 25 | 0.48× | 0.21× | ||
| Q4 24 | 0.47× | 0.21× | ||
| Q3 24 | 0.47× | 0.21× | ||
| Q2 24 | 0.62× | 0.21× | ||
| Q1 24 | 0.62× | 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 | $124.0M | $67.0M |
| 自由现金流经营现金流 - 资本支出 | $99.0M | $-8.0M |
| 自由现金流率自由现金流/营收 | 15.2% | -1.4% |
| 资本支出强度资本支出/营收 | 3.8% | 13.3% |
| 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 | $250.0M | $91.0M |
8季度趋势,按日历期对齐
经营现金流
ALIT
LPX
| Q4 25 | $124.0M | $67.0M | ||
| Q3 25 | $77.0M | $89.0M | ||
| Q2 25 | $86.0M | $162.0M | ||
| Q1 25 | $73.0M | $64.0M | ||
| Q4 24 | $118.0M | $105.0M | ||
| Q3 24 | $-24.0M | $183.0M | ||
| Q2 24 | $58.0M | $212.0M | ||
| Q1 24 | $100.0M | $105.0M |
自由现金流
ALIT
LPX
| Q4 25 | $99.0M | $-8.0M | ||
| Q3 25 | $49.0M | $5.0M | ||
| Q2 25 | $58.0M | $94.0M | ||
| Q1 25 | $44.0M | $0 | ||
| Q4 24 | $92.0M | $43.0M | ||
| Q3 24 | $-52.0M | $139.0M | ||
| Q2 24 | $22.0M | $176.0M | ||
| Q1 24 | $69.0M | $64.0M |
自由现金流率
ALIT
LPX
| Q4 25 | 15.2% | -1.4% | ||
| Q3 25 | 9.2% | 0.8% | ||
| Q2 25 | 11.0% | 12.5% | ||
| Q1 25 | 8.0% | 0.0% | ||
| Q4 24 | 13.5% | 6.3% | ||
| Q3 24 | -9.4% | 19.3% | ||
| Q2 24 | 4.1% | 21.6% | ||
| Q1 24 | 12.3% | 8.8% |
资本支出强度
ALIT
LPX
| Q4 25 | 3.8% | 13.3% | ||
| Q3 25 | 5.3% | 12.7% | ||
| Q2 25 | 5.3% | 9.0% | ||
| Q1 25 | 5.3% | 8.8% | ||
| Q4 24 | 3.8% | 9.1% | ||
| Q3 24 | 5.0% | 6.1% | ||
| Q2 24 | 6.7% | 4.4% | ||
| Q1 24 | 5.5% | 5.7% |
现金转化率
ALIT
LPX
| Q4 25 | — | — | ||
| Q3 25 | — | 9.89× | ||
| Q2 25 | — | 3.00× | ||
| Q1 25 | — | 0.70× | ||
| Q4 24 | 14.75× | 1.69× | ||
| Q3 24 | — | 2.03× | ||
| Q2 24 | 2.52× | 1.32× | ||
| Q1 24 | — | 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
ALIT
| Recurring | $607.0M | 93% |
| Projects | $46.0M | 7% |
LPX
| OS Bvalueadd | $472.0M | 83% |
| Other | $84.0M | 15% |
| Otherproducts | $10.0M | 2% |