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Astrana Health, Inc.（ASTH）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
Astrana Health, Inc.的季度营收约是LOUISIANA-PACIFIC CORP的1.7倍（$950.5M vs $566.0M），Astrana Health, Inc.净利率更高（0.7% vs -1.4%，领先2.1%），Astrana Health, Inc.同比增速更快（42.9% vs -16.9%），Astrana Health, Inc.自由现金流更多（$-6.0M vs $-8.0M），过去两年Astrana Health, Inc.的营收复合增速更高（53.3% vs -11.6%）
Astrana Health是一家总部位于美国的价值导向型医疗服务提供商，主要服务全美符合联邦医保资格的老年群体，提供上门初级护理、慢性病管理及护理协调服务，致力于提升患者健康水平、降低不必要的医疗支出。
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。
ASTH vs LPX — 直观对比
营收规模更大
ASTH
是对方的1.7倍
$566.0M
营收增速更快
ASTH
高出59.8%
-16.9%
净利率更高
ASTH
高出2.1%
-1.4%
自由现金流更多
ASTH
多$2.0M
$-8.0M
两年增速更快
ASTH
近两年复合增速
-11.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $950.5M | $566.0M |
| 净利润 | $6.6M | $-8.0M |
| 毛利率 | — | 15.0% |
| 营业利润率 | 1.9% | -1.6% |
| 净利率 | 0.7% | -1.4% |
| 营收同比 | 42.9% | -16.9% |
| 净利润同比 | 184.4% | -112.9% |
| 每股收益（稀释后） | $0.12 | $-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ASTHLPX
| Q4 25 | $950.5M | $566.0M | ||
| Q3 25 | $956.0M | $663.0M | ||
| Q2 25 | $654.8M | $755.0M | ||
| Q1 25 | $620.4M | $724.0M | ||
| Q4 24 | $665.2M | $681.0M | ||
| Q3 24 | $478.7M | $722.0M | ||
| Q2 24 | $486.3M | $814.0M | ||
| Q1 24 | $404.4M | $724.0M |
净利润ASTHLPX
| Q4 25 | $6.6M | $-8.0M | ||
| Q3 25 | $373.0K | $9.0M | ||
| Q2 25 | $9.4M | $54.0M | ||
| Q1 25 | $6.7M | $91.0M | ||
| Q4 24 | $-7.8M | $62.0M | ||
| Q3 24 | $16.1M | $90.0M | ||
| Q2 24 | $19.2M | $160.0M | ||
| Q1 24 | $14.8M | $108.0M |
毛利率ASTHLPX
| 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% |
营业利润率ASTHLPX
| Q4 25 | 1.9% | -1.6% | ||
| Q3 25 | 2.0% | 2.7% | ||
| Q2 25 | 3.1% | 10.6% | ||
| Q1 25 | 3.3% | 16.6% | ||
| Q4 24 | 0.1% | 11.0% | ||
| Q3 24 | 5.9% | 16.1% | ||
| Q2 24 | 6.2% | 23.8% | ||
| Q1 24 | 7.5% | 20.0% |
净利率ASTHLPX
| Q4 25 | 0.7% | -1.4% | ||
| Q3 25 | 0.0% | 1.4% | ||
| Q2 25 | 1.4% | 7.2% | ||
| Q1 25 | 1.1% | 12.6% | ||
| Q4 24 | -1.2% | 9.1% | ||
| Q3 24 | 3.4% | 12.5% | ||
| Q2 24 | 3.9% | 19.7% | ||
| Q1 24 | 3.7% | 14.9% |
每股收益（稀释后）ASTHLPX
| Q4 25 | $0.12 | $-0.12 | ||
| Q3 25 | $0.01 | $0.13 | ||
| Q2 25 | $0.19 | $0.77 | ||
| Q1 25 | $0.14 | $1.30 | ||
| Q4 24 | $-0.14 | $0.90 | ||
| Q3 24 | $0.33 | $1.28 | ||
| Q2 24 | $0.40 | $2.23 | ||
| Q1 24 | $0.31 | $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 | $429.5M | $292.0M |
| 总债务越低越好 | — | $348.0M |
| 股东权益账面价值 | $779.3M | $1.7B |
| 总资产 | $2.2B | $2.6B |
| 负债/权益比越低杠杆越低 | — | 0.20× |
8季度趋势，按日历期对齐
现金及短期投资ASTHLPX
| Q4 25 | $429.5M | $292.0M | ||
| Q3 25 | $463.4M | $316.0M | ||
| Q2 25 | $342.1M | $333.0M | ||
| Q1 25 | $260.9M | $256.0M | ||
| Q4 24 | $290.8M | $340.0M | ||
| Q3 24 | $350.3M | $346.0M | ||
| Q2 24 | $327.7M | $317.0M | ||
| Q1 24 | $337.3M | $244.0M |
总债务ASTHLPX
| Q4 25 | — | $348.0M | ||
| Q3 25 | — | $348.0M | ||
| Q2 25 | — | $348.0M | ||
| Q1 25 | — | $348.0M | ||
| Q4 24 | — | $348.0M | ||
| Q3 24 | — | $347.0M | ||
| Q2 24 | — | $347.0M | ||
| Q1 24 | — | $347.0M |
股东权益ASTHLPX
| Q4 25 | $779.3M | $1.7B | ||
| Q3 25 | $775.5M | $1.7B | ||
| Q2 25 | $765.5M | $1.7B | ||
| Q1 25 | $745.4M | $1.7B | ||
| Q4 24 | $712.7M | $1.7B | ||
| Q3 24 | $704.6M | $1.7B | ||
| Q2 24 | $678.9M | $1.7B | ||
| Q1 24 | $653.5M | $1.6B |
总资产ASTHLPX
| Q4 25 | $2.2B | $2.6B | ||
| Q3 25 | $2.2B | $2.6B | ||
| Q2 25 | $1.4B | $2.7B | ||
| Q1 25 | $1.3B | $2.6B | ||
| Q4 24 | $1.4B | $2.6B | ||
| Q3 24 | $1.3B | $2.6B | ||
| Q2 24 | $1.3B | $2.5B | ||
| Q1 24 | $1.2B | $2.5B |
负债/权益比ASTHLPX
| Q4 25 | — | 0.20× | ||
| Q3 25 | — | 0.20× | ||
| Q2 25 | — | 0.20× | ||
| Q1 25 | — | 0.21× | ||
| Q4 24 | — | 0.21× | ||
| Q3 24 | — | 0.21× | ||
| Q2 24 | — | 0.21× | ||
| Q1 24 | — | 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 | $-2.9M | $67.0M |
| 自由现金流经营现金流 - 资本支出 | $-6.0M | $-8.0M |
| 自由现金流率自由现金流/营收 | -0.6% | -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 | -0.44× | — |
| 过去12个月自由现金流最近4个季度 | $104.5M | $91.0M |
8季度趋势，按日历期对齐
经营现金流ASTHLPX
| Q4 25 | $-2.9M | $67.0M | ||
| Q3 25 | $10.0M | $89.0M | ||
| Q2 25 | $90.9M | $162.0M | ||
| Q1 25 | $16.6M | $64.0M | ||
| Q4 24 | $-10.9M | $105.0M | ||
| Q3 24 | $34.0M | $183.0M | ||
| Q2 24 | $23.2M | $212.0M | ||
| Q1 24 | $6.0M | $105.0M |
自由现金流ASTHLPX
| Q4 25 | $-6.0M | $-8.0M | ||
| Q3 25 | $7.4M | $5.0M | ||
| Q2 25 | $89.5M | $94.0M | ||
| Q1 25 | $13.6M | $0 | ||
| Q4 24 | $-13.5M | $43.0M | ||
| Q3 24 | $31.7M | $139.0M | ||
| Q2 24 | $20.4M | $176.0M | ||
| Q1 24 | $5.6M | $64.0M |
自由现金流率ASTHLPX
| Q4 25 | -0.6% | -1.4% | ||
| Q3 25 | 0.8% | 0.8% | ||
| Q2 25 | 13.7% | 12.5% | ||
| Q1 25 | 2.2% | 0.0% | ||
| Q4 24 | -2.0% | 6.3% | ||
| Q3 24 | 6.6% | 19.3% | ||
| Q2 24 | 4.2% | 21.6% | ||
| Q1 24 | 1.4% | 8.8% |
资本支出强度ASTHLPX
| Q4 25 | 0.3% | 13.3% | ||
| Q3 25 | 0.3% | 12.7% | ||
| Q2 25 | 0.2% | 9.0% | ||
| Q1 25 | 0.5% | 8.8% | ||
| Q4 24 | 0.4% | 9.1% | ||
| Q3 24 | 0.5% | 6.1% | ||
| Q2 24 | 0.6% | 4.4% | ||
| Q1 24 | 0.1% | 5.7% |
现金转化率ASTHLPX
| Q4 25 | -0.44× | — | ||
| Q3 25 | 26.69× | 9.89× | ||
| Q2 25 | 9.65× | 3.00× | ||
| Q1 25 | 2.48× | 0.70× | ||
| Q4 24 | — | 1.69× | ||
| Q3 24 | 2.11× | 2.03× | ||
| Q2 24 | 1.21× | 1.32× | ||
| Q1 24 | 0.40× | 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
ASTH
| Medicare | $542.4M | 57% |
| Commercial | $99.1M | 10% |
| Care Delivery | $92.1M | 10% |
| Care Enablement | $78.9M | 8% |
| Other Third Parties | $58.0M | 6% |
| Health Care Patient Service | $39.8M | 4% |
| Health Care Other | $25.5M | 3% |
| Other | $12.1M | 1% |
| Management Service | $10.3M | 1% |
LPX
| OS Bvalueadd | $472.0M | 83% |
| Other | $84.0M | 15% |
| Otherproducts | $10.0M | 2% |
