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AFFILIATED MANAGERS GROUP, INC.（AMG）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
LOUISIANA-PACIFIC CORP的季度营收约是AFFILIATED MANAGERS GROUP, INC.的1.0倍（$566.0M vs $556.6M），AFFILIATED MANAGERS GROUP, INC.净利率更高（62.4% vs -1.4%，领先63.8%），AFFILIATED MANAGERS GROUP, INC.同比增速更快（6.2% vs -16.9%），AFFILIATED MANAGERS GROUP, INC.自由现金流更多（$254.5M vs $-8.0M），过去两年AFFILIATED MANAGERS GROUP, INC.的营收复合增速更高（5.5% vs -11.6%）
Affiliated Managers Group（简称AMG）是一家成立于1993年的美国金融服务企业，总部位于佛罗里达州西棕榈滩。公司股票在纽约证券交易所挂牌交易，代码为AMG，同时是标普400美国中型企业指数的成份股。
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。
AMG vs LPX — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $556.6M | $566.0M |
| 净利润 | $347.5M | $-8.0M |
| 毛利率 | — | 15.0% |
| 营业利润率 | 94.4% | -1.6% |
| 净利率 | 62.4% | -1.4% |
| 营收同比 | 6.2% | -16.9% |
| 净利润同比 | 114.2% | -112.9% |
| 每股收益（稀释后） | $10.87 | $-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
| Q4 25 | $556.6M | $566.0M | ||
| Q3 25 | $528.0M | $663.0M | ||
| Q2 25 | $493.2M | $755.0M | ||
| Q1 25 | $496.6M | $724.0M | ||
| Q4 24 | $524.3M | $681.0M | ||
| Q3 24 | $516.4M | $722.0M | ||
| Q2 24 | $500.3M | $814.0M | ||
| Q1 24 | $499.9M | $724.0M |
| Q4 25 | $347.5M | $-8.0M | ||
| Q3 25 | $212.4M | $9.0M | ||
| Q2 25 | $84.3M | $54.0M | ||
| Q1 25 | $72.4M | $91.0M | ||
| Q4 24 | $162.2M | $62.0M | ||
| Q3 24 | $123.6M | $90.0M | ||
| Q2 24 | $76.0M | $160.0M | ||
| Q1 24 | $149.8M | $108.0M |
| Q4 25 | — | 15.0% | ||
| Q3 25 | — | 19.5% | ||
| Q2 25 | — | 23.6% | ||
| Q1 25 | — | 27.2% | ||
| Q4 24 | — | 23.8% | ||
| Q3 24 | — | 26.7% | ||
| Q2 24 | — | 32.3% | ||
| Q1 24 | — | 29.6% |
| Q4 25 | 94.4% | -1.6% | ||
| Q3 25 | 68.7% | 2.7% | ||
| Q2 25 | 34.8% | 10.6% | ||
| Q1 25 | 25.5% | 16.6% | ||
| Q4 24 | 52.2% | 11.0% | ||
| Q3 24 | 42.0% | 16.1% | ||
| Q2 24 | 35.6% | 23.8% | ||
| Q1 24 | 50.8% | 20.0% |
| Q4 25 | 62.4% | -1.4% | ||
| Q3 25 | 40.2% | 1.4% | ||
| Q2 25 | 17.1% | 7.2% | ||
| Q1 25 | 14.6% | 12.6% | ||
| Q4 24 | 30.9% | 9.1% | ||
| Q3 24 | 23.9% | 12.5% | ||
| Q2 24 | 15.2% | 19.7% | ||
| Q1 24 | 30.0% | 14.9% |
| Q4 25 | $10.87 | $-0.12 | ||
| Q3 25 | $6.87 | $0.13 | ||
| Q2 25 | $2.80 | $0.77 | ||
| Q1 25 | $2.20 | $1.30 | ||
| Q4 24 | $4.95 | $0.90 | ||
| Q3 24 | $3.78 | $1.28 | ||
| Q2 24 | $2.26 | $2.23 | ||
| Q1 24 | $4.14 | $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 | $586.0M | $292.0M |
| 总债务越低越好 | $2.7B | $348.0M |
| 股东权益账面价值 | $3.2B | $1.7B |
| 总资产 | $9.2B | $2.6B |
| 负债/权益比越低杠杆越低 | 0.83× | 0.20× |
8季度趋势，按日历期对齐
| Q4 25 | $586.0M | $292.0M | ||
| Q3 25 | $476.1M | $316.0M | ||
| Q2 25 | $361.0M | $333.0M | ||
| Q1 25 | $816.5M | $256.0M | ||
| Q4 24 | $950.0M | $340.0M | ||
| Q3 24 | $1.0B | $346.0M | ||
| Q2 24 | $865.5M | $317.0M | ||
| Q1 24 | $793.4M | $244.0M |
| Q4 25 | $2.7B | $348.0M | ||
| Q3 25 | $2.4B | $348.0M | ||
| Q2 25 | $2.6B | $348.0M | ||
| Q1 25 | $2.6B | $348.0M | ||
| Q4 24 | $2.6B | $348.0M | ||
| Q3 24 | $2.6B | $347.0M | ||
| Q2 24 | $2.5B | $347.0M | ||
| Q1 24 | $2.5B | $347.0M |
| Q4 25 | $3.2B | $1.7B | ||
| Q3 25 | $3.3B | $1.7B | ||
| Q2 25 | $3.2B | $1.7B | ||
| Q1 25 | $3.2B | $1.7B | ||
| Q4 24 | $3.3B | $1.7B | ||
| Q3 24 | $3.3B | $1.7B | ||
| Q2 24 | $3.3B | $1.7B | ||
| Q1 24 | $3.6B | $1.6B |
| Q4 25 | $9.2B | $2.6B | ||
| Q3 25 | $8.9B | $2.6B | ||
| Q2 25 | $8.8B | $2.7B | ||
| Q1 25 | $8.7B | $2.6B | ||
| Q4 24 | $8.8B | $2.6B | ||
| Q3 24 | $8.9B | $2.6B | ||
| Q2 24 | $8.8B | $2.5B | ||
| Q1 24 | $9.0B | $2.5B |
| Q4 25 | 0.83× | 0.20× | ||
| Q3 25 | 0.71× | 0.20× | ||
| Q2 25 | 0.81× | 0.20× | ||
| Q1 25 | 0.82× | 0.21× | ||
| Q4 24 | 0.78× | 0.21× | ||
| Q3 24 | 0.79× | 0.21× | ||
| Q2 24 | 0.76× | 0.21× | ||
| Q1 24 | 0.70× | 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 | $256.4M | $67.0M |
| 自由现金流经营现金流 - 资本支出 | $254.5M | $-8.0M |
| 自由现金流率自由现金流/营收 | 45.7% | -1.4% |
| 资本支出强度资本支出/营收 | 0.3% | 13.3% |
| 现金转化率经营现金流/净利润 | 0.74× | — |
| 过去12个月自由现金流最近4个季度 | $967.1M | $91.0M |
8季度趋势，按日历期对齐
| Q4 25 | $256.4M | $67.0M | ||
| Q3 25 | $277.1M | $89.0M | ||
| Q2 25 | $230.8M | $162.0M | ||
| Q1 25 | $208.9M | $64.0M | ||
| Q4 24 | $212.5M | $105.0M | ||
| Q3 24 | $265.2M | $183.0M | ||
| Q2 24 | $245.2M | $212.0M | ||
| Q1 24 | $209.2M | $105.0M |
| Q4 25 | $254.5M | $-8.0M | ||
| Q3 25 | $275.9M | $5.0M | ||
| Q2 25 | $229.4M | $94.0M | ||
| Q1 25 | $207.3M | $0 | ||
| Q4 24 | $211.4M | $43.0M | ||
| Q3 24 | $264.5M | $139.0M | ||
| Q2 24 | $244.6M | $176.0M | ||
| Q1 24 | $208.2M | $64.0M |
| Q4 25 | 45.7% | -1.4% | ||
| Q3 25 | 52.3% | 0.8% | ||
| Q2 25 | 46.5% | 12.5% | ||
| Q1 25 | 41.7% | 0.0% | ||
| Q4 24 | 40.3% | 6.3% | ||
| Q3 24 | 51.2% | 19.3% | ||
| Q2 24 | 48.9% | 21.6% | ||
| Q1 24 | 41.6% | 8.8% |
| Q4 25 | 0.3% | 13.3% | ||
| Q3 25 | 0.2% | 12.7% | ||
| Q2 25 | 0.3% | 9.0% | ||
| Q1 25 | 0.3% | 8.8% | ||
| Q4 24 | 0.2% | 9.1% | ||
| Q3 24 | 0.1% | 6.1% | ||
| Q2 24 | 0.1% | 4.4% | ||
| Q1 24 | 0.2% | 5.7% |
| Q4 25 | 0.74× | — | ||
| Q3 25 | 1.30× | 9.89× | ||
| Q2 25 | 2.74× | 3.00× | ||
| Q1 25 | 2.89× | 0.70× | ||
| Q4 24 | 1.31× | 1.69× | ||
| Q3 24 | 2.15× | 2.03× | ||
| Q2 24 | 3.23× | 1.32× | ||
| Q1 24 | 1.40× | 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
AMG
暂无分部数据
LPX
| OS Bvalueadd | $472.0M | 83% |
| Other | $84.0M | 15% |
| Otherproducts | $10.0M | 2% |
