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安姆科（AMCR）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
安姆科的季度营收约是LOUISIANA-PACIFIC CORP的9.6倍（$5.4B vs $566.0M）。安姆科净利率更高（3.2% vs -1.4%，领先4.7%）。安姆科同比增速更快（68.1% vs -16.9%）。安姆科自由现金流更多（$282.0M vs $-8.0M）。过去两年安姆科的营收复合增速更高（26.4% vs -11.6%）
安姆科是全球知名的包装产品开发商、生产商与销售商，业务覆盖欧洲、北美、拉美、非洲及亚太地区，下设软包装与硬包装两大业务板块。软包装产品广泛应用于食品饮料、医药、生鲜、休闲食品、个人护理等领域，硬包装板块则为各类食品饮料提供刚性容器产品。
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。
AMCR vs LPX — 直观对比
营收规模更大
AMCR
是对方的9.6倍
$566.0M
营收增速更快
AMCR
高出85.0%
-16.9%
净利率更高
AMCR
高出4.7%
-1.4%
自由现金流更多
AMCR
多$290.0M
$-8.0M
两年增速更快
AMCR
近两年复合增速
-11.6%
损益表 — Q2 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $5.4B | $566.0M |
| 净利润 | $177.0M | $-8.0M |
| 毛利率 | 19.1% | 15.0% |
| 营业利润率 | 6.1% | -1.6% |
| 净利率 | 3.2% | -1.4% |
| 营收同比 | 68.1% | -16.9% |
| 净利润同比 | 8.6% | -112.9% |
| 每股收益（稀释后） | $0.38 | $-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AMCRLPX
| Q4 25 | $5.4B | $566.0M | ||
| Q3 25 | $5.7B | $663.0M | ||
| Q2 25 | $5.1B | $755.0M | ||
| Q1 25 | $3.3B | $724.0M | ||
| Q4 24 | $3.2B | $681.0M | ||
| Q3 24 | $3.4B | $722.0M | ||
| Q2 24 | $3.5B | $814.0M | ||
| Q1 24 | $3.4B | $724.0M |
净利润AMCRLPX
| Q4 25 | $177.0M | $-8.0M | ||
| Q3 25 | $262.0M | $9.0M | ||
| Q2 25 | $-39.0M | $54.0M | ||
| Q1 25 | $196.0M | $91.0M | ||
| Q4 24 | $163.0M | $62.0M | ||
| Q3 24 | $191.0M | $90.0M | ||
| Q2 24 | $257.0M | $160.0M | ||
| Q1 24 | $187.0M | $108.0M |
毛利率AMCRLPX
| Q4 25 | 19.1% | 15.0% | ||
| Q3 25 | 19.6% | 19.5% | ||
| Q2 25 | 17.6% | 23.6% | ||
| Q1 25 | 19.6% | 27.2% | ||
| Q4 24 | 19.3% | 23.8% | ||
| Q3 24 | 19.7% | 26.7% | ||
| Q2 24 | 21.3% | 32.3% | ||
| Q1 24 | 20.3% | 29.6% |
营业利润率AMCRLPX
| Q4 25 | 6.1% | -1.6% | ||
| Q3 25 | 8.0% | 2.7% | ||
| Q2 25 | 1.7% | 10.6% | ||
| Q1 25 | 9.4% | 16.6% | ||
| Q4 24 | 9.2% | 11.0% | ||
| Q3 24 | 9.3% | 16.1% | ||
| Q2 24 | 11.2% | 23.8% | ||
| Q1 24 | 9.0% | 20.0% |
净利率AMCRLPX
| Q4 25 | 3.2% | -1.4% | ||
| Q3 25 | 4.6% | 1.4% | ||
| Q2 25 | -0.8% | 7.2% | ||
| Q1 25 | 5.9% | 12.6% | ||
| Q4 24 | 5.0% | 9.1% | ||
| Q3 24 | 5.7% | 12.5% | ||
| Q2 24 | 7.3% | 19.7% | ||
| Q1 24 | 5.5% | 14.9% |
每股收益（稀释后）AMCRLPX
| Q4 25 | $0.38 | $-0.12 | ||
| Q3 25 | $0.11 | $0.13 | ||
| Q2 25 | $-0.06 | $0.77 | ||
| Q1 25 | $0.14 | $1.30 | ||
| Q4 24 | $0.11 | $0.90 | ||
| Q3 24 | $0.13 | $1.28 | ||
| Q2 24 | $0.18 | $2.23 | ||
| Q1 24 | $0.13 | $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 | $1.1B | $292.0M |
| 总债务越低越好 | $14.6B | $348.0M |
| 股东权益账面价值 | $11.6B | $1.7B |
| 总资产 | $37.0B | $2.6B |
| 负债/权益比越低杠杆越低 | 1.26× | 0.20× |
8季度趋势，按日历期对齐
现金及短期投资AMCRLPX
| Q4 25 | $1.1B | $292.0M | ||
| Q3 25 | $825.0M | $316.0M | ||
| Q2 25 | $827.0M | $333.0M | ||
| Q1 25 | $2.0B | $256.0M | ||
| Q4 24 | $445.0M | $340.0M | ||
| Q3 24 | $432.0M | $346.0M | ||
| Q2 24 | $588.0M | $317.0M | ||
| Q1 24 | $457.0M | $244.0M |
总债务AMCRLPX
| Q4 25 | $14.6B | $348.0M | ||
| Q3 25 | $12.8B | $348.0M | ||
| Q2 25 | $13.8B | $348.0M | ||
| Q1 25 | $8.6B | $348.0M | ||
| Q4 24 | $6.8B | $348.0M | ||
| Q3 24 | $7.2B | $347.0M | ||
| Q2 24 | $6.6B | $347.0M | ||
| Q1 24 | $7.1B | $347.0M |
股东权益AMCRLPX
| Q4 25 | $11.6B | $1.7B | ||
| Q3 25 | $11.7B | $1.7B | ||
| Q2 25 | $11.7B | $1.7B | ||
| Q1 25 | $3.9B | $1.7B | ||
| Q4 24 | $3.8B | $1.7B | ||
| Q3 24 | $3.9B | $1.7B | ||
| Q2 24 | $3.9B | $1.7B | ||
| Q1 24 | $3.9B | $1.6B |
总资产AMCRLPX
| Q4 25 | $37.0B | $2.6B | ||
| Q3 25 | $37.1B | $2.6B | ||
| Q2 25 | $37.1B | $2.7B | ||
| Q1 25 | $18.0B | $2.6B | ||
| Q4 24 | $16.2B | $2.6B | ||
| Q3 24 | $16.9B | $2.6B | ||
| Q2 24 | $16.5B | $2.5B | ||
| Q1 24 | $16.7B | $2.5B |
负债/权益比AMCRLPX
| Q4 25 | 1.26× | 0.20× | ||
| Q3 25 | 1.09× | 0.20× | ||
| Q2 25 | 1.18× | 0.20× | ||
| Q1 25 | 2.24× | 0.21× | ||
| Q4 24 | 1.81× | 0.21× | ||
| Q3 24 | 1.83× | 0.21× | ||
| Q2 24 | 1.70× | 0.21× | ||
| Q1 24 | 1.79× | 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 | $503.0M | $67.0M |
| 自由现金流经营现金流 - 资本支出 | $282.0M | $-8.0M |
| 自由现金流率自由现金流/营收 | 5.2% | -1.4% |
| 资本支出强度资本支出/营收 | 4.1% | 13.3% |
| 现金转化率经营现金流/净利润 | 2.84× | — |
| 过去12个月自由现金流最近4个季度 | $805.0M | $91.0M |
8季度趋势，按日历期对齐
经营现金流AMCRLPX
| Q4 25 | $503.0M | $67.0M | ||
| Q3 25 | $-133.0M | $89.0M | ||
| Q2 25 | $1.1B | $162.0M | ||
| Q1 25 | $117.0M | $64.0M | ||
| Q4 24 | $428.0M | $105.0M | ||
| Q3 24 | $-269.0M | $183.0M | ||
| Q2 24 | $943.0M | $212.0M | ||
| Q1 24 | $150.0M | $105.0M |
自由现金流AMCRLPX
| Q4 25 | $282.0M | $-8.0M | ||
| Q3 25 | $-371.0M | $5.0M | ||
| Q2 25 | $894.0M | $94.0M | ||
| Q1 25 | $0 | $0 | ||
| Q4 24 | $330.0M | $43.0M | ||
| Q3 24 | $-414.0M | $139.0M | ||
| Q2 24 | $809.0M | $176.0M | ||
| Q1 24 | $37.0M | $64.0M |
自由现金流率AMCRLPX
| Q4 25 | 5.2% | -1.4% | ||
| Q3 25 | -6.5% | 0.8% | ||
| Q2 25 | 17.6% | 12.5% | ||
| Q1 25 | 0.0% | 0.0% | ||
| Q4 24 | 10.2% | 6.3% | ||
| Q3 24 | -12.3% | 19.3% | ||
| Q2 24 | 22.9% | 21.6% | ||
| Q1 24 | 1.1% | 8.8% |
资本支出强度AMCRLPX
| Q4 25 | 4.1% | 13.3% | ||
| Q3 25 | 4.1% | 12.7% | ||
| Q2 25 | 4.3% | 9.0% | ||
| Q1 25 | 3.5% | 8.8% | ||
| Q4 24 | 3.0% | 9.1% | ||
| Q3 24 | 4.3% | 6.1% | ||
| Q2 24 | 3.8% | 4.4% | ||
| Q1 24 | 3.3% | 5.7% |
现金转化率AMCRLPX
| Q4 25 | 2.84× | — | ||
| Q3 25 | -0.51× | 9.89× | ||
| Q2 25 | — | 3.00× | ||
| Q1 25 | 0.60× | 0.70× | ||
| Q4 24 | 2.63× | 1.69× | ||
| Q3 24 | -1.41× | 2.03× | ||
| Q2 24 | 3.67× | 1.32× | ||
| Q1 24 | 0.80× | 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
AMCR
| Flexibles Segment | $3.2B | 59% |
| Rigid Packaging Segment | $2.3B | 42% |
LPX
| OS Bvalueadd | $472.0M | 83% |
| Other | $84.0M | 15% |
| Otherproducts | $10.0M | 2% |
